NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 442,006 shares; 2025Q1: 411,598 shares; 2025Q2: 394,492 shares; 2025Q3: 374,510 shares; 2025Q4: 373,289 shares; 2026Q1: 356,911 shares; 2026Q2: 349,962 shares 349,962 $70M 9.8% -6,949 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120,484 shares; 2025Q1: 110,691 shares; 2025Q2: 109,628 shares; 2025Q3: 109,857 shares; 2025Q4: 111,526 shares; 2026Q1: 106,012 shares; 2026Q2: 109,310 shares 109,310 $31.6M 4.43% +3,298 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,328 shares; 2025Q1: 65,628 shares; 2025Q2: 66,251 shares; 2025Q3: 60,682 shares; 2025Q4: 62,677 shares; 2026Q1: 62,026 shares; 2026Q2: 64,857 shares 64,857 $24.5M 3.43% +2,831 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,985 shares; 2025Q1: 85,850 shares; 2025Q2: 84,062 shares; 2025Q3: 84,587 shares; 2025Q4: 77,579 shares; 2026Q1: 68,637 shares; 2026Q2: 76,468 shares 76,468 $18.2M 2.55% +7,831 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,508 shares; 2025Q1: 32,055 shares; 2025Q2: 33,241 shares; 2025Q3: 34,133 shares; 2025Q4: 35,872 shares; 2026Q1: 36,496 shares; 2026Q2: 36,458 shares 36,458 $17.4M 2.44% -38 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,833 shares; 2025Q1: 41,974 shares; 2025Q2: 39,974 shares; 2025Q3: 40,846 shares; 2025Q4: 40,827 shares; 2026Q1: 37,187 shares; 2026Q2: 40,554 shares 40,554 $14.5M 2.03% +3,367 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 239,953 shares; 2025Q1: 253,627 shares; 2025Q2: 259,386 shares; 2025Q3: 269,919 shares; 2025Q4: 354,050 shares; 2026Q1: 372,623 shares; 2026Q2: 372,347 shares 372,347 $13.3M 1.86% -276 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,156 shares; 2025Q1: 33,939 shares; 2025Q2: 43,365 shares; 2025Q3: 43,650 shares; 2025Q4: 38,424 shares; 2026Q1: 35,583 shares; 2026Q2: 36,082 shares 36,082 $12.7M 1.78% +499 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 61,107 shares; 2025Q2: 62,068 shares; 2025Q3: 65,264 shares; 2025Q4: 70,733 shares; 2026Q1: 65,844 shares; 2026Q2: 68,231 shares 68,231 $12M 1.68% +2,387 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,403 shares; 2026Q1: 9,137 shares; 2026Q2: 10,102 shares 10,102 $11.7M 1.63% +965 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,431 shares; 2025Q3: 6,086 shares; 2025Q4: 6,795 shares; 2026Q1: 7,443 shares; 2026Q2: 5,631 shares 5,631 $11.2M 1.56% -1,812 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: not loaded; 2024Q4: 88,298 shares; 2025Q1: 92,254 shares; 2025Q2: 108,475 shares; 2025Q3: 111,163 shares; 2025Q4: 115,154 shares; 2026Q1: 118,547 shares; 2026Q2: 124,358 shares 124,358 $10.1M 1.41% +5,811 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,957 shares; 2026Q2: 42,952 shares 42,952 $9.88M 1.38% +1,995 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,588 shares; 2025Q1: 39,649 shares; 2025Q2: 40,386 shares; 2025Q3: 38,086 shares; 2025Q4: 33,979 shares; 2026Q1: 43,504 shares; 2026Q2: 65,085 shares 65,085 $9.54M 1.34% +21,581 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50,285 shares; 2025Q2: 48,300 shares; 2025Q3: 51,743 shares; 2025Q4: 57,282 shares; 2026Q1: 59,402 shares; 2026Q2: 31,913 shares 31,913 $9.51M 1.33% -27,489 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,429 shares; 2025Q1: 27,140 shares; 2025Q2: 26,561 shares; 2025Q3: 26,659 shares; 2025Q4: 26,985 shares; 2026Q1: 24,851 shares; 2026Q2: 24,680 shares 24,680 $9.21M 1.29% -171 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 5,600 shares; 2025Q2: 5,598 shares; 2025Q3: 5,783 shares; 2025Q4: 6,255 shares; 2026Q1: 6,864 shares; 2026Q2: 7,408 shares 7,408 $7.89M 1.1% +544 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,488 shares; 2025Q1: 18,887 shares; 2025Q2: 19,062 shares; 2025Q3: 19,616 shares; 2025Q4: 20,927 shares; 2026Q1: 22,664 shares; 2026Q2: 19,852 shares 19,852 $7.88M 1.1% -2,812 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135,735 shares; 2025Q1: 146,352 shares; 2025Q2: 158,623 shares; 2025Q3: 162,154 shares; 2025Q4: 165,938 shares; 2026Q1: 158,180 shares; 2026Q2: 168,238 shares 168,238 $7.7M 1.08% +10,058 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 12,135 shares; 2026Q1: 16,712 shares; 2026Q2: 16,937 shares 16,937 $7.34M 1.03% +225 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,516 shares; 2025Q1: 28,111 shares; 2025Q2: 28,977 shares; 2025Q3: 29,775 shares; 2025Q4: 31,825 shares; 2026Q1: 34,291 shares; 2026Q2: 37,403 shares 37,403 $7.1M 0.99% +3,112 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,505 shares; 2025Q1: 18,876 shares; 2025Q2: 19,015 shares; 2025Q3: 19,289 shares; 2025Q4: 19,959 shares; 2026Q1: 21,095 shares; 2026Q2: 21,618 shares 21,618 $7.08M 0.99% +523 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,538 shares; 2025Q1: 16,933 shares; 2025Q2: 17,053 shares; 2025Q3: 17,058 shares; 2025Q4: 17,432 shares; 2026Q1: 12,996 shares; 2026Q2: 12,555 shares 12,555 $7.07M 0.99% -441 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,652 shares; 2025Q1: 5,828 shares; 2025Q2: 5,901 shares; 2025Q3: 6,036 shares; 2025Q4: 6,371 shares; 2026Q1: 6,782 shares; 2026Q2: 7,039 shares 7,039 $6.77M 0.95% +257 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: not loaded; 2024Q4: 148,084 shares; 2025Q1: 149,478 shares; 2025Q2: 149,394 shares; 2025Q3: 156,158 shares; 2025Q4: 160,999 shares; 2026Q1: 165,865 shares; 2026Q2: 158,832 shares 158,832 $6.59M 0.92% -7,033 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,370 shares; 2025Q1: 7,839 shares; 2025Q2: 8,478 shares; 2025Q3: 15,690 shares; 2025Q4: 8,140 shares; 2026Q1: 8,329 shares; 2026Q2: 8,814 shares 8,814 $6.49M 0.91% +485 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,601 shares; 2025Q1: 52,729 shares; 2025Q2: 51,804 shares; 2025Q3: 52,515 shares; 2025Q4: 54,261 shares; 2026Q1: 57,638 shares; 2026Q2: 59,460 shares 59,460 $6.09M 0.85% +1,822 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,300 shares; 2025Q1: 50,987 shares; 2025Q2: 50,944 shares; 2025Q3: 51,517 shares; 2025Q4: 52,896 shares; 2026Q1: 53,926 shares; 2026Q2: 53,302 shares 53,302 $6.04M 0.85% -624 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,251 shares; 2026Q2: 13,919 shares 13,919 $5.92M 0.83% +668 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,907 shares; 2025Q1: 86,674 shares; 2025Q2: 90,638 shares; 2025Q3: 93,188 shares; 2025Q4: 95,662 shares; 2026Q1: 99,546 shares; 2026Q2: 106,350 shares 106,350 $5.42M 0.76% +6,804 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,375 shares; 2025Q4: 6,013 shares; 2026Q1: 6,729 shares; 2026Q2: 7,475 shares 7,475 $5.33M 0.75% +746 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,175 shares 28,175 $5.07M 0.71% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,552 shares; 2025Q1: 6,577 shares; 2025Q2: 6,633 shares; 2025Q3: 6,999 shares; 2025Q4: 7,031 shares; 2026Q1: 7,717 shares; 2026Q2: 7,638 shares 7,638 $4.92M 0.69% -79 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,525 shares; 2025Q1: 14,844 shares; 2025Q2: 14,682 shares; 2025Q3: 14,767 shares; 2025Q4: 15,651 shares; 2026Q1: 12,931 shares; 2026Q2: 13,788 shares 13,788 $4.73M 0.66% +857 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237,107 shares 237,107 $4.66M 0.65% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,975 shares; 2025Q1: 11,276 shares; 2025Q2: 11,658 shares; 2025Q3: 12,239 shares; 2025Q4: 12,548 shares; 2026Q1: 13,406 shares; 2026Q2: 13,223 shares 13,223 $4.63M 0.65% -183 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,210 shares; 2025Q2: 68,953 shares; 2025Q3: 72,379 shares; 2025Q4: 79,667 shares; 2026Q1: 88,193 shares; 2026Q2: 95,318 shares 95,318 $4.58M 0.64% +7,125 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,859 shares; 2025Q1: 4,017 shares; 2025Q2: 4,079 shares; 2025Q3: 4,162 shares; 2025Q4: 4,221 shares; 2026Q1: 4,578 shares; 2026Q2: 4,874 shares 4,874 $4.56M 0.64% +296 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,358 shares; 2025Q1: 9,542 shares; 2025Q2: 9,910 shares; 2025Q3: 9,885 shares; 2025Q4: 10,672 shares; 2026Q1: 11,626 shares; 2026Q2: 12,329 shares 12,329 $4.46M 0.63% +703 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,087 shares; 2025Q3: 15,325 shares; 2025Q4: 17,332 shares; 2026Q1: 19,285 shares; 2026Q2: 21,101 shares 21,101 $4.41M 0.62% +1,816 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,747 shares; 2025Q3: 41,731 shares; 2025Q4: 44,105 shares; 2026Q1: 37,347 shares; 2026Q2: 43,195 shares 43,195 $4.39M 0.61% +5,848 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,586 shares; 2025Q3: 9,628 shares; 2025Q4: 9,873 shares; 2026Q1: 10,004 shares; 2026Q2: 10,523 shares 10,523 $4.38M 0.61% +519 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,332 shares; 2025Q1: 8,519 shares; 2025Q2: 8,566 shares; 2025Q3: 8,842 shares; 2025Q4: 9,150 shares; 2026Q1: 8,808 shares; 2026Q2: 8,470 shares 8,470 $4.24M 0.59% -338 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,186 shares; 2025Q3: 35,968 shares; 2025Q4: 40,154 shares; 2026Q1: 44,470 shares; 2026Q2: 48,483 shares 48,483 $4.08M 0.57% +4,013 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,159 shares; 2026Q2: 10,793 shares 10,793 $4.05M 0.57% -366 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,547 shares; 2025Q1: 63,555 shares; 2025Q2: 70,321 shares; 2025Q3: 71,887 shares; 2025Q4: 83,487 shares; 2026Q1: 85,512 shares; 2026Q2: 87,433 shares 87,433 $3.91M 0.55% +1,921 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,121 shares; 2025Q2: 5,251 shares; 2025Q3: 5,574 shares; 2025Q4: 6,219 shares; 2026Q1: 6,932 shares; 2026Q2: 7,570 shares 7,570 $3.72M 0.52% +638 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,954 shares; 2025Q1: 74,708 shares; 2025Q2: 78,498 shares; 2025Q3: 79,030 shares; 2025Q4: 81,146 shares; 2026Q1: 82,217 shares; 2026Q2: 86,181 shares 86,181 $3.68M 0.51% +3,964 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,511 shares 8,511 $3.67M 0.51% new Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,044 shares; 2025Q3: 117,274 shares; 2025Q4: 114,180 shares; 2026Q1: 103,774 shares; 2026Q2: 73,273 shares 73,273 $3.67M 0.51% -30,501 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,844 shares; 2025Q1: 2,845 shares; 2025Q2: 2,836 shares; 2025Q3: 2,742 shares; 2025Q4: 2,716 shares; 2026Q1: 2,877 shares; 2026Q2: 2,984 shares 2,984 $3.58M 0.5% +107 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,845 shares; 2025Q1: 8,108 shares; 2025Q2: 8,110 shares; 2025Q3: 8,339 shares; 2025Q4: 9,273 shares; 2026Q1: 10,271 shares; 2026Q2: 10,888 shares 10,888 $3.43M 0.48% +617 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,976 shares; 2025Q1: 11,927 shares; 2025Q2: 12,113 shares; 2025Q3: 12,344 shares; 2025Q4: 13,069 shares; 2026Q1: 14,125 shares; 2026Q2: 15,197 shares 15,197 $3.35M 0.47% +1,072 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,137 shares; 2025Q1: 10,027 shares; 2025Q2: 10,407 shares; 2025Q3: 10,842 shares; 2025Q4: 11,412 shares; 2026Q1: 11,689 shares; 2026Q2: 12,210 shares 12,210 $3.31M 0.46% +521 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,462 shares 25,462 $3.21M 0.45% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares; 2025Q4: 5,128 shares; 2026Q1: 5,631 shares; 2026Q2: 6,151 shares 6,151 $3.13M 0.44% +520 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,220 shares; 2026Q1: 119,833 shares; 2026Q2: 63,321 shares 63,321 $3.08M 0.43% -56,512 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,353 shares; 2026Q2: 19,551 shares 19,551 $3.06M 0.43% +1,198 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,202 shares; 2025Q1: 8,428 shares; 2025Q2: 8,357 shares; 2025Q3: 8,630 shares; 2025Q4: 9,506 shares; 2026Q1: 10,519 shares; 2026Q2: 11,119 shares 11,119 $3.01M 0.42% +600 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,363 shares; 2025Q1: 9,068 shares; 2025Q2: 12,381 shares; 2025Q3: 12,140 shares; 2025Q4: 12,218 shares; 2026Q1: 10,915 shares; 2026Q2: 11,653 shares 11,653 $2.93M 0.41% +738 Timeline ELVA ELECTROVAYA INC More: the full row for ELECTROVAYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,613 shares; 2026Q1: 155,661 shares; 2026Q2: 278,412 shares 278,412 $2.92M 0.41% +122,751 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 2,862 shares; 2025Q4: 8,660 shares; 2026Q1: 5,797 shares; 2026Q2: 4,920 shares 4,920 $2.86M 0.4% -877 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: not loaded; 2024Q4: 3,541 shares; 2025Q1: 3,144 shares; 2025Q2: 3,119 shares; 2025Q3: 3,111 shares; 2025Q4: 3,090 shares; 2026Q1: 3,555 shares; 2026Q2: 3,801 shares 3,801 $2.85M 0.4% +246 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 4,584 shares; 2025Q4: 4,742 shares; 2026Q1: 4,956 shares; 2026Q2: 4,904 shares 4,904 $2.83M 0.4% -52 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,744 shares; 2026Q2: 55,087 shares 55,087 $2.75M 0.38% +2,343 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,780 shares; 2026Q1: 3,380 shares; 2026Q2: 3,185 shares 3,185 $2.73M 0.38% -195 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 loaded; 2024Q4: 15,640 shares; 2025Q1: 14,890 shares; 2025Q2: 11,890 shares; 2025Q3: 11,890 shares; 2025Q4: 11,840 shares; 2026Q1: 11,840 shares; 2026Q2: 10,432 shares 10,432 $2.72M 0.38% -1,408 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,770 shares 104,770 $2.69M 0.38% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: not reported; 2026Q1: 21,755 shares; 2026Q2: 23,206 shares 23,206 $2.68M 0.38% +1,451 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,292 shares; 2025Q1: 12,356 shares; 2025Q2: 12,313 shares; 2025Q3: 12,610 shares; 2025Q4: 12,937 shares; 2026Q1: 13,757 shares; 2026Q2: 13,874 shares 13,874 $2.64M 0.37% +117 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,640 shares; 2025Q1: 14,916 shares; 2025Q2: 15,726 shares; 2025Q3: 15,866 shares; 2025Q4: 16,056 shares; 2026Q1: 16,620 shares; 2026Q2: 17,737 shares 17,737 $2.63M 0.37% +1,117 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,326 shares; 2025Q1: 44,703 shares; 2025Q2: 47,286 shares; 2025Q3: 33,109 shares; 2025Q4: 35,089 shares; 2026Q1: 36,468 shares; 2026Q2: 38,907 shares 38,907 $2.58M 0.36% +2,439 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,842 shares; 2025Q1: 2,148 shares; 2025Q2: 2,268 shares; 2025Q3: 2,409 shares; 2025Q4: 2,540 shares; 2026Q1: 2,642 shares; 2026Q2: 8,464 shares 8,464 $2.42M 0.34% +5,822 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,376 shares; 2025Q4: 58,472 shares; 2026Q1: 60,216 shares; 2026Q2: 62,983 shares 62,983 $2.4M 0.34% +2,767 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,971 shares; 2026Q2: 6,439 shares 6,439 $2.4M 0.34% +468 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,914 shares; 2025Q3: 156,066 shares; 2025Q4: 160,599 shares; 2026Q1: 162,905 shares; 2026Q2: 171,028 shares 171,028 $2.37M 0.33% +8,123 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,707 shares; 2025Q3: 16,276 shares; 2025Q4: 8,352 shares; 2026Q1: 8,888 shares; 2026Q2: 8,743 shares 8,743 $2.36M 0.33% -145 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,265 shares; 2025Q1: 4,975 shares; 2025Q2: 9,298 shares; 2025Q3: 9,062 shares; 2025Q4: 8,670 shares; 2026Q1: 3,335 shares; 2026Q2: 3,084 shares 3,084 $2.35M 0.33% -251 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,484 shares; 2025Q1: 7,234 shares; 2025Q2: 7,029 shares; 2025Q3: 6,319 shares; 2025Q4: 6,353 shares; 2026Q1: 3,996 shares; 2026Q2: 5,436 shares 5,436 $2.29M 0.32% +1,440 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 194,483 shares; 2025Q1: 199,613 shares; 2025Q2: 200,898 shares; 2025Q3: 214,792 shares; 2025Q4: 216,625 shares; 2026Q1: 227,058 shares; 2026Q2: 175,097 shares 175,097 $2.21M 0.31% -51,961 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,620 shares; 2025Q1: 17,942 shares; 2025Q2: 24,665 shares; 2025Q3: 24,736 shares; 2025Q4: 27,262 shares; 2026Q1: 28,106 shares; 2026Q2: 28,151 shares 28,151 $2.17M 0.3% +45 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,623 shares; 2025Q3: 42,151 shares; 2025Q4: 48,247 shares; 2026Q1: 52,869 shares; 2026Q2: 53,401 shares 53,401 $2.17M 0.3% +532 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,753 shares; 2025Q1: 15,180 shares; 2025Q2: 19,129 shares; 2025Q3: 21,054 shares; 2025Q4: 18,435 shares; 2026Q1: 18,713 shares; 2026Q2: 18,842 shares 18,842 $2.16M 0.3% +129 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,666 shares; 2025Q1: 15,566 shares; 2025Q2: 36,756 shares; 2025Q3: 38,101 shares; 2025Q4: 40,166 shares; 2026Q1: 41,192 shares; 2026Q2: 42,924 shares 42,924 $2.07M 0.29% +1,732 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares; 2026Q2: 2,765 shares 2,765 $2.06M 0.29% +99 Timeline RMIX SUNCRETE INC More: the full row for SUNCRETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,277 shares 91,277 $2.06M 0.29% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,387 shares 13,387 $2.05M 0.29% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,038 shares; 2025Q4: 86,631 shares; 2026Q1: 89,094 shares; 2026Q2: 93,171 shares 93,171 $2M 0.28% +4,077 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 239,755 shares; 2025Q1: 186,836 shares; 2025Q2: 111,842 shares; 2025Q3: 111,880 shares; 2025Q4: 113,689 shares; 2026Q1: 111,959 shares; 2026Q2: 103,708 shares 103,708 $1.98M 0.28% -8,251 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,890 shares; 2025Q1: 13,892 shares; 2025Q2: 13,894 shares; 2025Q3: 13,896 shares; 2025Q4: 14,264 shares; 2026Q1: 15,148 shares; 2026Q2: 26,613 shares 26,613 $1.98M 0.28% +11,465 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares; 2026Q2: 7,130 shares 7,130 $1.97M 0.28% +4,830 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,619 shares; 2025Q1: 21,179 shares; 2025Q2: 21,869 shares; 2025Q3: 20,326 shares; 2025Q4: 22,134 shares; 2026Q1: 23,053 shares; 2026Q2: 62,716 shares 62,716 $1.89M 0.26% +39,663 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 4,926 shares; 2026Q1: 5,016 shares; 2026Q2: 5,016 shares 5,016 $1.85M 0.26% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,528 shares; 2025Q1: 5,296 shares; 2025Q2: 5,279 shares; 2025Q3: 5,360 shares; 2025Q4: 5,452 shares; 2026Q1: 5,731 shares; 2026Q2: 5,759 shares 5,759 $1.73M 0.24% +28 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 62,330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,969 shares 61,969 $1.73M 0.24% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775,514 shares; 2025Q3: 474,392 shares; 2025Q4: 302,464 shares; 2026Q1: 197,537 shares; 2026Q2: 199,952 shares 199,952 $1.65M 0.23% +2,415 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,170 shares; 2025Q1: 4,430 shares; 2025Q2: 4,370 shares; 2025Q3: 4,585 shares; 2025Q4: 4,040 shares; 2026Q1: 4,570 shares; 2026Q2: 4,570 shares 4,570 $1.62M 0.23% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,715 shares; 2025Q1: 23,183 shares; 2025Q2: 26,744 shares; 2025Q3: 27,052 shares; 2025Q4: 27,453 shares; 2026Q1: 29,654 shares; 2026Q2: 32,382 shares 32,382 $1.61M 0.23% +2,728 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,834 shares; 2025Q1: 58,547 shares; 2025Q2: 65,135 shares; 2025Q3: 61,723 shares; 2025Q4: 62,487 shares; 2026Q1: 65,227 shares; 2026Q2: 66,578 shares 66,578 $1.6M 0.22% +1,351 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,468 shares; 2025Q1: 58,027 shares; 2025Q2: 60,058 shares; 2025Q3: 61,387 shares; 2025Q4: 34,048 shares; 2026Q1: 35,053 shares; 2026Q2: 36,649 shares 36,649 $1.58M 0.22% +1,596 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440,100 shares 440,100 $1.58M 0.22% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,636 shares; 2025Q1: 4,023 shares; 2025Q2: 4,228 shares; 2025Q3: 4,264 shares; 2025Q4: 4,382 shares; 2026Q1: 4,479 shares; 2026Q2: 23,492 shares 23,492 $1.55M 0.22% +19,013 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,863 shares; 2025Q1: 20,933 shares; 2025Q2: 21,809 shares; 2025Q3: 22,788 shares; 2025Q4: 23,996 shares; 2026Q1: 24,775 shares; 2026Q2: 25,918 shares 25,918 $1.52M 0.21% +1,143 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,908 shares; 2025Q1: 7,037 shares; 2025Q2: 8,286 shares; 2025Q3: 8,425 shares; 2025Q4: 9,416 shares; 2026Q1: 9,573 shares; 2026Q2: 9,572 shares 9,572 $1.51M 0.21% -1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,438 shares; 2025Q1: 2,473 shares; 2025Q2: 2,445 shares; 2025Q3: 2,060 shares; 2025Q4: 1,990 shares; 2026Q1: 2,351 shares; 2026Q2: 5,935 shares 5,935 $1.51M 0.21% +3,584 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,294 shares; 2025Q1: 1,564 shares; 2025Q2: 1,677 shares; 2025Q3: 2,818 shares; 2025Q4: 4,251 shares; 2026Q1: 4,541 shares; 2026Q2: 5,347 shares 5,347 $1.5M 0.21% +806 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120,073 shares; 2025Q1: 130,959 shares; 2025Q2: 135,745 shares; 2025Q3: 141,340 shares; 2025Q4: 69,818 shares; 2026Q1: 47,268 shares; 2026Q2: 50,513 shares 50,513 $1.5M 0.21% +3,245 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,703 shares; 2025Q1: 13,740 shares; 2025Q2: 13,776 shares; 2025Q3: 13,404 shares; 2025Q4: 13,441 shares; 2026Q1: 13,477 shares; 2026Q2: 13,195 shares 13,195 $1.49M 0.21% -282 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 loaded; 2024Q4: 4,372 shares; 2025Q1: 4,435 shares; 2025Q2: 4,500 shares; 2025Q3: 4,389 shares; 2025Q4: 4,362 shares; 2026Q1: 4,454 shares; 2026Q2: 4,367 shares 4,367 $1.49M 0.21% -87 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,235 shares; 2025Q1: 20,325 shares; 2025Q2: 20,425 shares; 2025Q3: 21,094 shares; 2025Q4: 21,503 shares; 2026Q1: 5,636 shares; 2026Q2: 4,271 shares 4,271 $1.46M 0.2% -1,365 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,352 shares; 2026Q2: 93,574 shares 93,574 $1.44M 0.2% +4,222 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,762 shares; 2025Q1: 4,728 shares; 2025Q2: 6,049 shares; 2025Q3: 6,061 shares; 2025Q4: 4,098 shares; 2026Q1: 4,408 shares; 2026Q2: 4,209 shares 4,209 $1.41M 0.2% -199 Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,110 shares 113,110 $1.39M 0.2% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,830 shares; 2025Q1: 13,890 shares; 2025Q2: 26,321 shares; 2025Q3: 23,364 shares; 2025Q4: 22,464 shares; 2026Q1: 14,376 shares; 2026Q2: 11,621 shares 11,621 $1.36M 0.19% -2,755 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,234 shares; 2025Q1: 4,325 shares; 2025Q2: 4,417 shares; 2025Q3: 4,162 shares; 2025Q4: 4,175 shares; 2026Q1: 4,446 shares; 2026Q2: 4,660 shares 4,660 $1.35M 0.19% +214 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,769 shares; 2025Q1: 73,273 shares; 2025Q2: 77,416 shares; 2025Q3: 82,265 shares; 2025Q4: 87,076 shares; 2026Q1: 81,519 shares; 2026Q2: 87,306 shares 87,306 $1.35M 0.19% +5,787 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,454 shares; 2025Q1: 34,617 shares; 2025Q2: 36,011 shares; 2025Q3: 36,326 shares; 2025Q4: 36,536 shares; 2026Q1: 38,477 shares; 2026Q2: 38,543 shares 38,543 $1.33M 0.19% +66 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302,687 shares; 2026Q2: 317,701 shares 317,701 $1.32M 0.18% +15,014 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,251 shares; 2025Q4: 4,263 shares; 2026Q1: 4,476 shares; 2026Q2: 23,759 shares 23,759 $1.29M 0.18% +19,283 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,919 shares; 2026Q2: 13,805 shares 13,805 $1.29M 0.18% +886 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,300 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.28M 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,032 shares; 2025Q1: 2,016 shares; 2025Q2: 8,700 shares; 2025Q3: 2,542 shares; 2025Q4: 2,027 shares; 2026Q1: 2,033 shares; 2026Q2: 3,057 shares 3,057 $1.27M 0.18% +1,024 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,696 shares; 2025Q4: 116,606 shares; 2026Q1: 120,692 shares; 2026Q2: 76,137 shares 76,137 $1.26M 0.18% -44,555 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,367 shares 65,367 $1.24M 0.17% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,405 shares; 2025Q1: 16,855 shares; 2025Q2: 16,855 shares; 2025Q3: 15,775 shares; 2025Q4: 15,775 shares; 2026Q1: 14,325 shares; 2026Q2: 10,725 shares 10,725 $1.22M 0.17% -3,600 Timeline AP AMPCO-PITTSBURG CORP More: the full row for AMPCO-PITTSBURG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,478 shares; 2026Q2: 141,172 shares 141,172 $1.22M 0.17% -89,306 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,220 shares; 2025Q1: 5,695 shares; 2025Q2: 5,711 shares; 2025Q3: 23,446 shares; 2025Q4: 23,459 shares; 2026Q1: 23,474 shares; 2026Q2: 23,486 shares 23,486 $1.21M 0.17% +12 Timeline DPC DPC HOLDINGS PLC More: the full row for DPC HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,461 shares 24,461 $1.2M 0.17% new Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130,625 shares; 2025Q2: 135,776 shares; 2025Q3: 141,562 shares; 2025Q4: 149,374 shares; 2026Q1: 155,456 shares; 2026Q2: 162,644 shares 162,644 $1.19M 0.17% +7,188 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $1.18M 0.17% new Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,398 shares; 2026Q1: 245,920 shares; 2026Q2: 263,231 shares 263,231 $1.18M 0.17% +17,311 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,098 shares; 2026Q1: 42,085 shares; 2026Q2: 46,431 shares 46,431 $1.18M 0.17% +4,346 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,058 shares; 2025Q1: 13,699 shares; 2025Q2: 13,730 shares; 2025Q3: 28,642 shares; 2025Q4: 9,339 shares; 2026Q1: 9,541 shares; 2026Q2: 10,505 shares 10,505 $1.18M 0.16% +964 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,263 shares; 2025Q1: 1,467 shares; 2025Q2: 1,548 shares; 2025Q3: 1,642 shares; 2025Q4: 1,731 shares; 2026Q1: 1,796 shares; 2026Q2: 1,916 shares 1,916 $1.18M 0.16% +120 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,797 shares; 2025Q1: 7,785 shares; 2025Q2: 7,888 shares; 2025Q3: 7,954 shares; 2025Q4: 8,128 shares; 2026Q1: 8,649 shares; 2026Q2: 9,163 shares 9,163 $1.16M 0.16% +514 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134,322 shares; 2025Q1: 134,717 shares; 2025Q2: 134,717 shares; 2025Q3: 130,252 shares; 2025Q4: 125,303 shares; 2026Q1: 118,918 shares; 2026Q2: 110,284 shares 110,284 $1.16M 0.16% -8,634 Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220,074 shares 220,074 $1.15M 0.16% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,828 shares; 2025Q1: 18,465 shares; 2025Q2: 19,136 shares; 2025Q3: 19,960 shares; 2025Q4: 21,018 shares; 2026Q1: 21,542 shares; 2026Q2: 22,511 shares 22,511 $1.12M 0.16% +969 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,910 shares; 2026Q1: 17,992 shares; 2026Q2: 17,918 shares 17,918 $1.12M 0.16% -74 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,478 shares; 2025Q1: 3,346 shares; 2025Q2: 3,316 shares; 2025Q3: 6,440 shares; 2025Q4: 3,236 shares; 2026Q1: 3,402 shares; 2026Q2: 3,114 shares 3,114 $1.1M 0.15% -288 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,900 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 8,889 shares; 2026Q2: 9,078 shares 9,078 $1.07M 0.15% +189 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,429 shares; 2026Q2: 22,346 shares 22,346 $1.07M 0.15% -83 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,357 shares 21,357 $1.03M 0.14% new Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,621 shares; 2025Q1: 5,392 shares; 2025Q2: 5,699 shares; 2025Q3: 6,061 shares; 2025Q4: 6,400 shares; 2026Q1: 6,639 shares; 2026Q2: 7,089 shares 7,089 $1.03M 0.14% +450 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,853 shares; 2026Q2: 47,536 shares 47,536 $1.02M 0.14% +683 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,024 shares; 2025Q1: 3,528 shares; 2025Q2: 3,728 shares; 2025Q3: 3,960 shares; 2025Q4: 4,182 shares; 2026Q1: 4,352 shares; 2026Q2: 4,644 shares 4,644 $1M 0.14% +292 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,943 shares; 2025Q1: 36,744 shares; 2025Q2: 34,767 shares; 2025Q3: 35,295 shares; 2025Q4: 38,940 shares; 2026Q1: 48,517 shares; 2026Q2: 47,839 shares 47,839 $990K 0.14% -678 Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,004 shares; 2025Q4: 31,674 shares; 2026Q1: 32,566 shares; 2026Q2: 34,141 shares 34,141 $965K 0.14% +1,575 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,086 shares; 2025Q2: 1,982 shares; 2025Q3: 1,515 shares; 2025Q4: 1,557 shares; 2026Q1: 1,680 shares; 2026Q2: 1,838 shares 1,838 $960K 0.13% +158 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $940K 0.13% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $937K 0.13% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,723 shares; 2025Q1: 4,324 shares; 2025Q2: 4,568 shares; 2025Q3: 4,854 shares; 2025Q4: 5,124 shares; 2026Q1: 5,313 shares; 2026Q2: 5,673 shares 5,673 $909K 0.13% +360 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622 $887K 0.12% new Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,373 shares; 2025Q1: 8,118 shares; 2025Q2: 8,433 shares; 2025Q3: 8,785 shares; 2025Q4: 9,263 shares; 2026Q1: 9,541 shares; 2026Q2: 10,001 shares 10,001 $881K 0.12% +460 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256,627 shares; 2025Q1: 266,941 shares; 2025Q2: 267,431 shares; 2025Q3: 267,600 shares; 2025Q4: 333,327 shares; 2026Q1: 353,636 shares; 2026Q2: 40,302 shares 40,302 $876K 0.12% -313,334 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares; 2026Q1: 5,079 shares; 2026Q2: 6,239 shares 6,239 $873K 0.12% +1,160 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,882 shares; 2025Q1: 3,785 shares; 2025Q2: 3,775 shares; 2025Q3: 3,904 shares; 2025Q4: 4,005 shares; 2026Q1: 4,080 shares; 2026Q2: 4,506 shares 4,506 $873K 0.12% +426 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,754 shares; 2025Q1: 3,842 shares; 2025Q2: 4,152 shares; 2025Q3: 3,936 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares; 2026Q2: 4,095 shares 4,095 $797K 0.11% +233 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 816 shares; 2026Q1: 973 shares; 2026Q2: 9,237 shares 9,237 $796K 0.11% +8,264 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,218 shares; 2025Q1: 8,373 shares; 2025Q2: 8,428 shares; 2025Q3: 7,116 shares; 2025Q4: 22,000 shares; 2026Q1: 7,189 shares; 2026Q2: 6,665 shares 6,665 $783K 0.11% -524 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,968 shares; 2025Q1: 39,604 shares; 2025Q2: 40,098 shares; 2025Q3: 39,345 shares; 2025Q4: 39,176 shares; 2026Q1: 43,060 shares; 2026Q2: 21,920 shares 21,920 $775K 0.11% -21,140 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,496 shares; 2025Q1: 7,936 shares; 2025Q2: 4,875 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,351 shares; 2026Q2: 4,490 shares 4,490 $763K 0.11% +139 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,015 shares; 2026Q2: 3,517 shares 3,517 $761K 0.11% +2,502 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,542 shares; 2025Q1: 37,871 shares; 2025Q2: 18,291 shares; 2025Q3: 18,331 shares; 2025Q4: 11,678 shares; 2026Q1: 11,739 shares; 2026Q2: 7,286 shares 7,286 $757K 0.11% -4,453 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,126 shares; 2025Q3: 6,291 shares; 2025Q4: 6,145 shares; 2026Q1: 4,919 shares; 2026Q2: 4,993 shares 4,993 $730K 0.1% +74 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,227 shares; 2026Q1: 74,014 shares; 2026Q2: 64,207 shares 64,207 $716K 0.1% -9,807 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 loaded; 2024Q4: 2,085 shares; 2025Q1: 1,781 shares; 2025Q2: 1,769 shares; 2025Q3: 1,765 shares; 2025Q4: 1,743 shares; 2026Q1: 2,059 shares; 2026Q2: 8,760 shares 8,760 $706K 0.1% +6,701 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,142 shares; 2025Q2: 870 shares; 2025Q3: 855 shares; 2025Q4: 856 shares; 2026Q1: 910 shares; 2026Q2: 940 shares 940 $702K 0.1% +30 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,750 shares; 2025Q1: 6,696 shares; 2025Q2: 6,686 shares; 2025Q3: 6,596 shares; 2025Q4: 6,488 shares; 2026Q1: 4,983 shares; 2026Q2: 4,983 shares 4,983 $685K 0.1% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,587 shares; 2025Q1: 16,656 shares; 2025Q2: 17,012 shares; 2025Q3: 17,022 shares; 2025Q4: 2,887 shares; 2026Q1: 4,264 shares; 2026Q2: 4,054 shares 4,054 $672K 0.09% -210 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,266 shares; 2026Q2: 75,926 shares 75,926 $664K 0.09% -9,340 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 2,200 shares 2,200 $664K 0.09% +1,980 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,450 shares; 2025Q1: 16,810 shares; 2025Q2: 20,454 shares; 2025Q3: 21,573 shares; 2025Q4: 23,265 shares; 2026Q1: 7,126 shares; 2026Q2: 7,205 shares 7,205 $654K 0.09% +79 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,220 shares; 2025Q1: 8,634 shares; 2025Q2: 8,684 shares; 2025Q3: 8,987 shares; 2025Q4: 11,303 shares; 2026Q1: 14,188 shares; 2026Q2: 15,338 shares 15,338 $649K 0.09% +1,150 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,512 shares; 2026Q2: 7,133 shares 7,133 $646K 0.09% +621 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,401 shares; 2025Q1: 20,746 shares; 2025Q2: 20,790 shares; 2025Q3: 20,825 shares; 2025Q4: 20,564 shares; 2026Q1: 20,925 shares; 2026Q2: 19,651 shares 19,651 $628K 0.09% -1,274 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: not loaded; 2024Q4: 3,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 5,533 shares; 2026Q2: 6,409 shares 6,409 $619K 0.09% +876 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares 1,565 $617K 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,346 shares; 2025Q1: 3,457 shares; 2025Q2: 3,445 shares; 2025Q3: 3,322 shares; 2025Q4: 3,330 shares; 2026Q1: 4,479 shares; 2026Q2: 4,539 shares 4,539 $615K 0.09% +60 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,447 shares; 2025Q1: 7,444 shares; 2025Q2: 7,446 shares; 2025Q3: 7,146 shares; 2025Q4: 6,965 shares; 2026Q1: 7,683 shares; 2026Q2: 7,824 shares 7,824 $612K 0.09% +141 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $612K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,252 shares; 2025Q1: 5,212 shares; 2025Q2: 5,119 shares; 2025Q3: 5,122 shares; 2025Q4: 5,764 shares; 2026Q1: 6,818 shares; 2026Q2: 7,527 shares 7,527 $612K 0.09% +709 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,203 shares; 2025Q1: 7,234 shares; 2025Q2: 7,649 shares; 2025Q3: 7,898 shares; 2025Q4: 8,783 shares; 2026Q1: 8,881 shares; 2026Q2: 8,996 shares 8,996 $590K 0.08% +115 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,586 shares; 2025Q1: 1,598 shares; 2025Q2: 1,568 shares; 2025Q3: 1,525 shares; 2025Q4: 1,513 shares; 2026Q1: 1,943 shares; 2026Q2: 1,573 shares 1,573 $588K 0.08% -370 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,270 shares; 2025Q1: 10,970 shares; 2025Q2: 10,470 shares; 2025Q3: 56,982 shares; 2025Q4: 56,488 shares; 2026Q1: 6,435 shares; 2026Q2: 6,055 shares 6,055 $566K 0.08% -380 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,973 shares; 2025Q1: 3,974 shares; 2025Q2: 3,874 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares; 2026Q2: 3,774 shares 3,774 $551K 0.08% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,589 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 7,628 shares; 2025Q4: 3,777 shares; 2026Q1: 4,448 shares; 2026Q2: 3,787 shares 3,787 $537K 0.08% -661 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,821 shares; 2025Q1: 3,731 shares; 2025Q2: 3,713 shares; 2025Q3: 3,623 shares; 2025Q4: 3,501 shares; 2026Q1: 3,958 shares; 2026Q2: 4,009 shares 4,009 $515K 0.07% +51 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,979 shares 2,979 $509K 0.07% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,888 shares; 2025Q1: 5,847 shares; 2025Q2: 5,873 shares; 2025Q3: 5,889 shares; 2025Q4: 6,183 shares; 2026Q1: 6,210 shares; 2026Q2: 6,186 shares 6,186 $504K 0.07% -24 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 576 shares; 2026Q2: 426 shares 426 $501K 0.07% -150 Timeline DANA TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $500K 0.07% new Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,246 shares; 2025Q1: 3,758 shares; 2025Q2: 3,971 shares; 2025Q3: 4,222 shares; 2025Q4: 4,466 shares; 2026Q1: 4,630 shares; 2026Q2: 4,957 shares 4,957 $498K 0.07% +327 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,264 shares; 2025Q1: 29,288 shares; 2025Q2: 4,912 shares; 2025Q3: 4,574 shares; 2025Q4: 4,724 shares; 2026Q1: 4,858 shares; 2026Q2: 3,634 shares 3,634 $497K 0.07% -1,224 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $486K 0.07% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,859 shares; 2025Q4: 12,859 shares; 2026Q1: 12,859 shares; 2026Q2: 12,859 shares 12,859 $474K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,513 shares; 2025Q1: 2,637 shares; 2025Q2: 2,654 shares; 2025Q3: 2,665 shares; 2025Q4: 2,584 shares; 2026Q1: 2,589 shares; 2026Q2: 2,595 shares 2,595 $469K 0.07% +6 Timeline TABD 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,191 shares; 2026Q2: 18,778 shares 18,778 $469K 0.07% +6,587 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,276 shares; 2025Q1: 5,203 shares; 2025Q2: 5,564 shares; 2025Q3: 5,519 shares; 2025Q4: 5,299 shares; 2026Q1: 5,138 shares; 2026Q2: 5,275 shares 5,275 $463K 0.06% +137 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,607 shares; 2025Q1: 13,636 shares; 2025Q2: 15,932 shares; 2025Q3: 17,620 shares; 2025Q4: 18,059 shares; 2026Q1: 18,418 shares; 2026Q2: 18,600 shares 18,600 $463K 0.06% +182 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,809 shares 1,809 $462K 0.06% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,041 shares 3,041 $456K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,343 shares; 2026Q2: 4,543 shares 4,543 $452K 0.06% +200 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227 shares 227 $452K 0.06% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,508 shares; 2025Q2: 1,476 shares; 2025Q3: 1,236 shares; 2025Q4: 1,218 shares; 2026Q1: 1,231 shares; 2026Q2: 1,260 shares 1,260 $446K 0.06% +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: not loaded; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,091 shares; 2025Q3: 2,152 shares; 2025Q4: 1,076 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $444K 0.06% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,052 shares; 2025Q4: 4,101 shares; 2026Q1: 2,440 shares; 2026Q2: 1,461 shares 1,461 $442K 0.06% -979 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,989 shares; 2025Q1: 3,962 shares; 2025Q2: 3,970 shares; 2025Q3: 3,977 shares; 2025Q4: 4,495 shares; 2026Q1: 3,997 shares; 2026Q2: 4,434 shares 4,434 $424K 0.06% +437 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 440 shares; 2026Q2: 3,520 shares 3,520 $421K 0.06% +3,080 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,177 shares; 2025Q1: 3,362 shares; 2025Q2: 3,342 shares; 2025Q3: 2,805 shares; 2025Q4: 2,687 shares; 2026Q1: 2,648 shares; 2026Q2: 2,862 shares 2,862 $420K 0.06% +214 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 loaded; 2024Q4: 7,218 shares; 2025Q1: 6,775 shares; 2025Q2: 6,558 shares; 2025Q3: 6,187 shares; 2025Q4: 6,120 shares; 2026Q1: 6,348 shares; 2026Q2: 5,851 shares 5,851 $417K 0.06% -497 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 4,745 shares; 2026Q2: 5,014 shares 5,014 $415K 0.06% +269 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,281 shares; 2026Q2: 6,598 shares 6,598 $415K 0.06% +317 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,437 shares; 2026Q1: 6,974 shares; 2026Q2: 6,922 shares 6,922 $413K 0.06% -52 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,464 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,940 shares 2,940 $410K 0.06% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,690 shares; 2025Q1: 1,650 shares; 2025Q2: 1,626 shares; 2025Q3: 1,579 shares; 2025Q4: 3,693 shares; 2026Q1: 4,052 shares; 2026Q2: 3,499 shares 3,499 $410K 0.06% -553 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $406K 0.06% 0 Timeline DIVE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,704 shares; 2026Q1: 14,968 shares; 2026Q2: 15,647 shares 15,647 $404K 0.06% +679 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares; 2026Q2: 7,473 shares 7,473 $404K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,708 shares; 2025Q1: 17,208 shares; 2025Q2: 17,324 shares; 2025Q3: 17,991 shares; 2025Q4: 19,617 shares; 2026Q1: 20,837 shares; 2026Q2: 2,318 shares 2,318 $392K 0.05% -18,519 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $389K 0.05% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,318 shares; 2026Q2: 3,307 shares 3,307 $388K 0.05% -11 Timeline SRLN 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: not loaded; 2024Q4: 7,585 shares; 2025Q1: 7,116 shares; 2025Q2: 8,310 shares; 2025Q3: 9,128 shares; 2025Q4: 9,353 shares; 2026Q1: 9,538 shares; 2026Q2: 9,609 shares 9,609 $387K 0.05% +71 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 3,704 shares; 2026Q1: 3,750 shares; 2026Q2: 2,014 shares 2,014 $384K 0.05% -1,736 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $382K 0.05% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,646 shares; 2025Q1: 4,086 shares; 2025Q2: 4,108 shares; 2025Q3: 3,643 shares; 2025Q4: 4,386 shares; 2026Q1: 5,299 shares; 2026Q2: 5,405 shares 5,405 $381K 0.05% +106 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,876 shares; 2025Q1: 9,913 shares; 2025Q2: 10,620 shares; 2025Q3: 10,974 shares; 2025Q4: 11,022 shares; 2026Q1: 10,607 shares; 2026Q2: 10,389 shares 10,389 $379K 0.05% -218 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,161 shares; 2025Q2: 15,718 shares; 2025Q3: 14,644 shares; 2025Q4: 13,026 shares; 2026Q1: 12,778 shares; 2026Q2: 12,821 shares 12,821 $376K 0.05% +43 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,254 shares 4,254 $374K 0.05% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,120 shares; 2025Q2: 27,178 shares; 2025Q3: 27,220 shares; 2025Q4: 27,262 shares; 2026Q1: 32,797 shares; 2026Q2: 30,835 shares 30,835 $349K 0.05% -1,962 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares; 2025Q4: 36,736 shares; 2026Q1: 42,805 shares; 2026Q2: 20,997 shares 20,997 $343K 0.05% -21,808 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,808 shares; 2025Q1: 5,811 shares; 2025Q2: 5,813 shares; 2025Q3: 5,766 shares; 2025Q4: 5,767 shares; 2026Q1: 5,770 shares; 2026Q2: 6,008 shares 6,008 $342K 0.05% +238 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,839 shares; 2025Q1: 3,858 shares; 2025Q2: 3,873 shares; 2025Q3: 4,078 shares; 2025Q4: 4,083 shares; 2026Q1: 4,599 shares; 2026Q2: 4,592 shares 4,592 $330K 0.05% -7 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,958 shares; 2025Q4: 2,325 shares; 2026Q1: 2,530 shares; 2026Q2: 2,060 shares 2,060 $327K 0.05% -470 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,408 shares 24,408 $324K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,241 shares; 2025Q1: 21,083 shares; 2025Q2: 20,711 shares; 2025Q3: 20,326 shares; 2025Q4: 20,428 shares; 2026Q1: 23,027 shares; 2026Q2: 22,807 shares 22,807 $317K 0.04% -220 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,295 shares; 2025Q1: 11,477 shares; 2025Q2: 12,155 shares; 2025Q3: 11,740 shares; 2025Q4: 11,769 shares; 2026Q1: 3,878 shares; 2026Q2: 3,864 shares 3,864 $311K 0.04% -14 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $310K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $308K 0.04% 0 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,416 shares; 2025Q1: 48,674 shares; 2025Q2: 50,509 shares; 2025Q3: 52,574 shares; 2025Q4: 55,400 shares; 2026Q1: 57,026 shares; 2026Q2: 19,338 shares 19,338 $307K 0.04% -37,688 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,093 shares; 2025Q1: 2,985 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares; 2026Q2: 2,603 shares 2,603 $306K 0.04% -308 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares; 2026Q2: 3,197 shares 3,197 $306K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 506 shares; 2025Q4: 497 shares; 2026Q1: 499 shares; 2026Q2: 588 shares 588 $302K 0.04% +89 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $297K 0.04% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares; 2026Q2: 1,130 shares 1,130 $295K 0.04% -440 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,270 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,000 shares 4,000 $289K 0.04% -200 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,166 shares; 2025Q1: 67,369 shares; 2025Q2: 67,369 shares; 2025Q3: 67,369 shares; 2025Q4: 67,369 shares; 2026Q1: 57,532 shares; 2026Q2: 57,532 shares 57,532 $287K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,616 shares; 2025Q2: 1,618 shares; 2025Q3: 1,649 shares; 2025Q4: 1,651 shares; 2026Q1: 1,245 shares; 2026Q2: 1,257 shares 1,257 $285K 0.04% +12 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 loaded; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares; 2026Q2: 3,715 shares 3,715 $282K 0.04% +105 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,253 shares; 2025Q4: 6,253 shares; 2026Q1: 6,253 shares; 2026Q2: 6,253 shares 6,253 $277K 0.04% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,498 shares; 2025Q1: 3,508 shares; 2025Q2: 3,517 shares; 2025Q3: 3,523 shares; 2025Q4: 3,529 shares; 2026Q1: 3,535 shares; 2026Q2: 3,540 shares 3,540 $276K 0.04% +5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $275K 0.04% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $273K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: 2,395 shares; 2025Q3: 1,886 shares; 2025Q4: 1,925 shares; 2026Q1: 1,944 shares; 2026Q2: 9,865 shares 9,865 $270K 0.04% +7,921 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares; 2026Q2: 1,213 shares 1,213 $264K 0.04% +97 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $263K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,413 shares; 2025Q1: 40,256 shares; 2025Q2: 21,753 shares; 2025Q3: 19,140 shares; 2025Q4: 16,341 shares; 2026Q1: 3,589 shares; 2026Q2: 2,593 shares 2,593 $261K 0.04% -996 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,689 shares; 2025Q1: 3,652 shares; 2025Q2: 3,342 shares; 2025Q3: 3,342 shares; 2025Q4: 3,421 shares; 2026Q1: not reported; 2026Q2: 2,895 shares 2,895 $260K 0.04% new Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 540,473 shares; 2025Q1: 578,754 shares; 2025Q2: 605,827 shares; 2025Q3: 282,175 shares; 2025Q4: 33,830 shares; 2026Q1: 30,803 shares; 2026Q2: 18,950 shares 18,950 $260K 0.04% -11,853 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,612 shares; 2025Q1: not reported; 2025Q2: 9,151 shares; 2025Q3: 9,214 shares; 2025Q4: 9,379 shares; 2026Q1: 9,520 shares; 2026Q2: 9,595 shares 9,595 $258K 0.04% +75 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $257K 0.04% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $255K 0.04% new Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,066 shares 10,066 $254K 0.04% 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 loaded; 2024Q4: 5,773 shares; 2025Q1: 5,716 shares; 2025Q2: 6,142 shares; 2025Q3: 4,152 shares; 2025Q4: 4,111 shares; 2026Q1: 4,168 shares; 2026Q2: 4,100 shares 4,100 $254K 0.04% -68 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,353 shares; 2025Q3: 6,296 shares; 2025Q4: 24,460 shares; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $254K 0.04% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $253K 0.04% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: not reported; 2026Q2: 450 shares 450 $252K 0.04% new Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,300 shares 13,300 $250K 0.03% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,416 shares; 2025Q1: 16,435 shares; 2025Q2: 16,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,314 shares; 2026Q2: 9,314 shares 9,314 $248K 0.03% +1,000 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 295 shares; 2025Q2: 289 shares; 2025Q3: 556 shares; 2025Q4: 240 shares; 2026Q1: 226 shares; 2026Q2: 177 shares 177 $241K 0.03% -49 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,188 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares; 2026Q2: 1,620 shares 1,620 $239K 0.03% -371 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650 $238K 0.03% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $235K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $232K 0.03% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,050 shares; 2025Q2: 973 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 840 shares 840 $222K 0.03% -43 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares; 2026Q2: 2,076 shares 2,076 $222K 0.03% +4 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $222K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 1,520 shares; 2026Q2: 1,190 shares 1,190 $220K 0.03% -330 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,564 shares; 2025Q3: 11,522 shares; 2025Q4: 11,920 shares; 2026Q1: 12,139 shares; 2026Q2: 12,287 shares 12,287 $220K 0.03% +148 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800 $220K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,021 shares 2,021 $218K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $216K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,234 shares 2,234 $215K 0.03% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,743 shares; 2025Q1: 18,250 shares; 2025Q2: 18,576 shares; 2025Q3: 18,904 shares; 2025Q4: 19,117 shares; 2026Q1: 20,361 shares; 2026Q2: 20,690 shares 20,690 $213K 0.03% +329 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares; 2026Q2: 1,540 shares 1,540 $211K 0.03% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,479 shares 2,479 $210K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $210K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 971 shares; 2025Q2: 974 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $209K 0.03% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $207K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $207K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares; 2026Q2: 2,132 shares 2,132 $202K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,317 shares 1,317 $201K 0.03% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,860 shares; 2025Q1: 13,846 shares; 2025Q2: 14,494 shares; 2025Q3: 13,820 shares; 2025Q4: 13,810 shares; 2026Q1: 13,806 shares; 2026Q2: 11,907 shares 11,907 $189K 0.03% -1,899 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,108 shares; 2025Q1: 10,037 shares; 2025Q2: 10,051 shares; 2025Q3: 10,063 shares; 2025Q4: 10,228 shares; 2026Q1: 10,244 shares; 2026Q2: 10,262 shares 10,262 $170K 0.02% +18 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 341,886 shares; 2025Q1: 361,460 shares; 2025Q2: 380,997 shares; 2025Q3: 328,429 shares; 2025Q4: 22,329 shares; 2026Q1: 21,297 shares; 2026Q2: 13,675 shares 13,675 $145K 0.02% -7,622 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,720 shares; 2025Q4: 16,720 shares; 2026Q1: 16,720 shares; 2026Q2: 16,720 shares 16,720 $132K 0.02% 0 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,891 shares; 2025Q1: 15,891 shares; 2025Q2: 15,891 shares; 2025Q3: 13,391 shares; 2025Q4: 13,391 shares; 2026Q1: 13,391 shares; 2026Q2: 10,313 shares 10,313 $111K 0.02% -3,078 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,061 shares; 2025Q1: 23,061 shares; 2025Q2: 23,061 shares; 2025Q3: 22,061 shares; 2025Q4: 20,964 shares; 2026Q1: 21,964 shares; 2026Q2: 17,000 shares 17,000 $110K 0.02% -4,964 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,320 shares; 2025Q1: 14,589 shares; 2025Q2: 14,889 shares; 2025Q3: 15,205 shares; 2025Q4: 15,562 shares; 2026Q1: 15,943 shares; 2026Q2: 16,287 shares 16,287 $48.9K 0.01% +344 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $48.4K 0.01% 0 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $36.3K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares; 2026Q2: 13,900 shares 13,900 $28.5K <0.01% 0 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,312 shares; 2025Q1: 13,279 shares; 2025Q2: 13,279 shares; 2025Q3: 13,279 shares; 2025Q4: 13,114 shares; 2026Q1: 13,114 shares; 2026Q2: 12,793 shares 12,793 $25.6K <0.01% -321 Timeline