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; 2022Q3: 37,224 shares; 2022Q4: 42,070 shares; 2023Q1: 38,919 shares; 2023Q2: 61,398 shares; 2023Q3: 72,413 shares; 2023Q4: 83,010 shares; 2024Q1: 82,324 shares; 2024Q2: 35,372 shares 35,372 $16.9M 10.17% -46,952 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; 2022Q3: 14,996 shares; 2022Q4: 14,975 shares; 2023Q1: 17,254 shares; 2023Q2: 21,137 shares; 2023Q3: 20,117 shares; 2023Q4: 18,767 shares; 2024Q1: 19,263 shares; 2024Q2: 13,190 shares 13,190 $7.18M 4.31% -6,073 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 31,565 shares; 2022Q4: 61,360 shares; 2023Q1: 64,174 shares; 2023Q2: 80,004 shares; 2023Q3: 93,447 shares; 2023Q4: 114,792 shares; 2024Q1: 133,089 shares; 2024Q2: 147,446 shares 147,446 $6.83M 4.1% +14,357 Timeline FDL 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; 2022Q3: 321,202 shares; 2022Q4: 225,933 shares; 2023Q1: 206,866 shares; 2023Q2: 231,904 shares; 2023Q3: 275,081 shares; 2023Q4: 387,005 shares; 2024Q1: 393,072 shares; 2024Q2: 169,234 shares 169,234 $6.42M 3.85% -223,838 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 179,309 shares; 2022Q4: 93,277 shares; 2023Q1: 93,194 shares; 2023Q2: 56,504 shares; 2023Q3: 57,203 shares; 2023Q4: 69,379 shares; 2024Q1: 70,860 shares; 2024Q2: 27,982 shares 27,982 $5.89M 3.54% -42,878 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,930 shares; 2022Q4: 15,467 shares; 2023Q1: 17,086 shares; 2023Q2: 24,536 shares; 2023Q3: 28,790 shares; 2023Q4: 40,428 shares; 2024Q1: 47,663 shares; 2024Q2: 53,336 shares 53,336 $5M 3% +5,673 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,561 shares; 2022Q4: 31,095 shares; 2023Q1: 33,473 shares; 2023Q2: 40,748 shares; 2023Q3: 49,782 shares; 2023Q4: 60,864 shares; 2024Q1: 71,204 shares; 2024Q2: 80,907 shares 80,907 $4.59M 2.75% +9,703 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 659,032 shares; 2022Q4: 562,149 shares; 2023Q1: 559,044 shares; 2023Q2: 567,357 shares; 2023Q3: 583,668 shares; 2023Q4: 294,047 shares; 2024Q1: 278,405 shares; 2024Q2: 112,449 shares 112,449 $4.58M 2.75% -165,956 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 72,214 shares; 2024Q1: 76,369 shares; 2024Q2: 26,539 shares 26,539 $4.57M 2.74% -49,830 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; 2022Q3: 39,415 shares; 2022Q4: 42,955 shares; 2023Q1: 29,101 shares; 2023Q2: 48,400 shares; 2023Q3: 48,141 shares; 2023Q4: 61,377 shares; 2024Q1: 59,139 shares; 2024Q2: 28,380 shares 28,380 $4.55M 2.73% -30,759 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 107,271 shares; 2024Q1: 113,002 shares; 2024Q2: 40,807 shares 40,807 $3.96M 2.38% -72,195 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,440 shares; 2022Q4: 19,914 shares; 2023Q1: 16,714 shares; 2023Q2: 19,181 shares; 2023Q3: 20,202 shares; 2023Q4: 22,338 shares; 2024Q1: 22,773 shares; 2024Q2: 6,995 shares 6,995 $3.83M 2.3% -15,778 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,312 shares; 2023Q1: not reported; 2023Q2: 1,626 shares; 2023Q3: 11,669 shares; 2023Q4: 47,837 shares; 2024Q1: 57,959 shares; 2024Q2: 63,454 shares 63,454 $3.21M 1.93% +5,495 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,363 shares; 2022Q4: 8,879 shares; 2023Q1: 9,699 shares; 2023Q2: 12,021 shares; 2023Q3: 14,154 shares; 2023Q4: 17,043 shares; 2024Q1: 18,909 shares; 2024Q2: 20,552 shares 20,552 $3.03M 1.82% +1,643 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 26,129 shares; 2022Q4: 18,848 shares; 2023Q1: 20,106 shares; 2023Q2: 9,739 shares; 2023Q3: 9,892 shares; 2023Q4: 9,296 shares; 2024Q1: 8,887 shares; 2024Q2: 23,495 shares 23,495 $2.9M 1.74% +14,608 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; 2022Q3: 21,798 shares; 2022Q4: 18,940 shares; 2023Q1: 17,573 shares; 2023Q2: 14,847 shares; 2023Q3: 14,506 shares; 2023Q4: 15,969 shares; 2024Q1: 15,020 shares; 2024Q2: 5,019 shares 5,019 $2.89M 1.74% -10,001 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 219,402 shares; 2024Q1: 280,415 shares; 2024Q2: 95,793 shares 95,793 $2.77M 1.66% -184,622 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,513 shares; 2022Q4: 5,276 shares; 2023Q1: 3,860 shares; 2023Q2: 8,627 shares; 2023Q3: 10,115 shares; 2023Q4: 29,965 shares; 2024Q1: 33,317 shares; 2024Q2: 27,299 shares 27,299 $2.56M 1.53% -6,018 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; 2022Q3: not reported; 2022Q4: 83,769 shares; 2023Q1: 96,664 shares; 2023Q2: 100,175 shares; 2023Q3: 101,447 shares; 2023Q4: 93,810 shares; 2024Q1: 98,355 shares; 2024Q2: 35,227 shares 35,227 $2.41M 1.44% -63,128 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; 2022Q3: 151,501 shares; 2022Q4: 137,174 shares; 2023Q1: 132,616 shares; 2023Q2: 135,489 shares; 2023Q3: 150,796 shares; 2023Q4: 144,885 shares; 2024Q1: 136,597 shares; 2024Q2: 42,868 shares 42,868 $2.35M 1.41% -93,729 Timeline FTCS 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; 2022Q3: 14,602 shares; 2022Q4: 24,754 shares; 2023Q1: 45,732 shares; 2023Q2: 60,902 shares; 2023Q3: 87,487 shares; 2023Q4: 92,608 shares; 2024Q1: 87,987 shares; 2024Q2: 26,777 shares 26,777 $2.25M 1.35% -61,210 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,176 shares; 2024Q1: 11,375 shares; 2024Q2: 85,424 shares 85,424 $2.15M 1.29% +74,049 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; 2022Q3: not reported; 2022Q4: 1,325 shares; 2023Q1: 309 shares; 2023Q2: 1,305 shares; 2023Q3: not reported; 2023Q4: 39,885 shares; 2024Q1: 42,250 shares; 2024Q2: 14,368 shares 14,368 $2.09M 1.26% -27,882 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 258,803 shares; 2022Q4: 236,536 shares; 2023Q1: 231,483 shares; 2023Q2: 214,311 shares; 2023Q3: 194,672 shares; 2023Q4: 168,752 shares; 2024Q1: 158,910 shares; 2024Q2: 46,817 shares 46,817 $2.02M 1.21% -112,093 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 53,299 shares; 2022Q4: 37,683 shares; 2023Q1: 38,245 shares; 2023Q2: 16,872 shares; 2023Q3: 16,692 shares; 2023Q4: 16,638 shares; 2024Q1: 17,160 shares; 2024Q2: 3,980 shares 3,980 $1.78M 1.07% -13,180 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 33,680 shares; 2022Q4: 31,109 shares; 2023Q1: 24,942 shares; 2023Q2: 20,762 shares; 2023Q3: 15,777 shares; 2023Q4: 9,876 shares; 2024Q1: 8,284 shares; 2024Q2: 3,339 shares 3,339 $1.67M 1% -4,945 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 119,597 shares; 2022Q4: 110,032 shares; 2023Q1: 106,147 shares; 2023Q2: 106,339 shares; 2023Q3: 104,771 shares; 2023Q4: 118,072 shares; 2024Q1: 123,132 shares; 2024Q2: 123,337 shares 123,337 $1.57M 0.94% +205 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 133,709 shares; 2022Q4: 115,510 shares; 2023Q1: 115,659 shares; 2023Q2: 115,604 shares; 2023Q3: 112,625 shares; 2023Q4: 124,382 shares; 2024Q1: 118,896 shares; 2024Q2: 114,579 shares 114,579 $1.28M 0.77% -4,317 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,252 shares; 2022Q4: 18,712 shares; 2023Q1: 19,417 shares; 2023Q2: 22,457 shares; 2023Q3: 22,944 shares; 2023Q4: 19,417 shares; 2024Q1: 19,014 shares; 2024Q2: 18,492 shares 18,492 $1.26M 0.76% -522 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; 2022Q3: 93,114 shares; 2022Q4: 92,633 shares; 2023Q1: 92,437 shares; 2023Q2: 89,856 shares; 2023Q3: 93,858 shares; 2023Q4: 102,965 shares; 2024Q1: 107,888 shares; 2024Q2: 68,160 shares 68,160 $1.18M 0.71% -39,728 Timeline BUFG 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 114,532 shares; 2024Q1: 134,174 shares; 2024Q2: 50,597 shares 50,597 $1.17M 0.7% -83,577 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 236,800 shares; 2022Q4: 167,770 shares; 2023Q1: 268,329 shares; 2023Q2: 285,334 shares; 2023Q3: 294,019 shares; 2023Q4: 94,005 shares; 2024Q1: 96,805 shares; 2024Q2: 13,724 shares 13,724 $1.1M 0.66% -83,081 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,105 shares; 2022Q4: 23,203 shares; 2023Q1: 20,728 shares; 2023Q2: 21,024 shares; 2023Q3: 21,279 shares; 2023Q4: 22,796 shares; 2024Q1: 23,437 shares; 2024Q2: 11,851 shares 11,851 $922K 0.55% -11,586 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; 2022Q3: 35,597 shares; 2022Q4: 62,260 shares; 2023Q1: 65,947 shares; 2023Q2: 24,335 shares; 2023Q3: 25,393 shares; 2023Q4: 24,083 shares; 2024Q1: 22,771 shares; 2024Q2: 4,603 shares 4,603 $890K 0.53% -18,168 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,481 shares; 2022Q4: 12,097 shares; 2023Q1: 12,444 shares; 2023Q2: 11,977 shares; 2023Q3: 12,182 shares; 2023Q4: 8,388 shares; 2024Q1: 8,288 shares; 2024Q2: 5,230 shares 5,230 $859K 0.52% -3,058 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,657 shares; 2022Q4: 23,932 shares; 2023Q1: 23,143 shares; 2023Q2: 31,369 shares; 2023Q3: 35,459 shares; 2023Q4: 17,186 shares; 2024Q1: 11,206 shares; 2024Q2: 7,957 shares 7,957 $852K 0.51% -3,249 Timeline FPEI 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; 2022Q3: 76,553 shares; 2022Q4: 83,203 shares; 2023Q1: 94,070 shares; 2023Q2: 104,021 shares; 2023Q3: 104,558 shares; 2023Q4: 106,445 shares; 2024Q1: 98,077 shares; 2024Q2: 45,758 shares 45,758 $841K 0.5% -52,319 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,722 shares; 2022Q4: 13,057 shares; 2023Q1: 13,220 shares; 2023Q2: 4,753 shares; 2023Q3: 5,796 shares; 2023Q4: 6,300 shares; 2024Q1: 18,737 shares; 2024Q2: 11,900 shares 11,900 $806K 0.48% -6,837 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; 2022Q3: not reported; 2022Q4: 3,981 shares; 2023Q1: 3,981 shares; 2023Q2: 4,439 shares; 2023Q3: not reported; 2023Q4: 6,619 shares; 2024Q1: 97,038 shares; 2024Q2: 21,894 shares 21,894 $731K 0.44% -75,144 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; 2022Q3: not reported; 2022Q4: 1,804 shares; 2023Q1: 1,804 shares; 2023Q2: 1,804 shares; 2023Q3: 1,804 shares; 2023Q4: 1,744 shares; 2024Q1: 1,744 shares; 2024Q2: 1,744 shares 1,744 $682K 0.41% 0 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; 2022Q3: 98,578 shares; 2022Q4: 34,804 shares; 2023Q1: 35,727 shares; 2023Q2: 13,628 shares; 2023Q3: 13,628 shares; 2023Q4: 15,108 shares; 2024Q1: 16,552 shares; 2024Q2: 5,750 shares 5,750 $662K 0.4% -10,802 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; 2022Q3: 26,347 shares; 2022Q4: 18,881 shares; 2023Q1: 19,826 shares; 2023Q2: 10,410 shares; 2023Q3: 10,313 shares; 2023Q4: 10,994 shares; 2024Q1: 12,454 shares; 2024Q2: 3,939 shares 3,939 $650K 0.39% -8,515 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; 2022Q3: 8,498 shares; 2022Q4: not reported; 2023Q1: 4,842 shares; 2023Q2: 4,267 shares; 2023Q3: 4,388 shares; 2023Q4: 4,251 shares; 2024Q1: 5,178 shares; 2024Q2: 1,532 shares 1,532 $623K 0.37% -3,646 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 37,758 shares; 2022Q4: 26,075 shares; 2023Q1: 26,074 shares; 2023Q2: 14,749 shares; 2023Q3: 15,056 shares; 2023Q4: 15,549 shares; 2024Q1: 17,283 shares; 2024Q2: 3,835 shares 3,835 $600K 0.36% -13,448 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,440 shares; 2022Q4: 16,240 shares; 2023Q1: 18,174 shares; 2023Q2: 18,624 shares; 2023Q3: 18,894 shares; 2023Q4: 23,424 shares; 2024Q1: 23,261 shares; 2024Q2: 2,872 shares 2,872 $566K 0.34% -20,389 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 242 shares; 2023Q3: not reported; 2023Q4: 15,374 shares; 2024Q1: 27,037 shares; 2024Q2: 10,577 shares 10,577 $560K 0.34% -16,460 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; 2022Q3: 79,681 shares; 2022Q4: 38,158 shares; 2023Q1: 41,685 shares; 2023Q2: 29,173 shares; 2023Q3: 28,325 shares; 2023Q4: 29,566 shares; 2024Q1: 33,452 shares; 2024Q2: 13,068 shares 13,068 $539K 0.32% -20,384 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,261 shares; 2022Q4: 4,194 shares; 2023Q1: 5,514 shares; 2023Q2: 4,975 shares; 2023Q3: 5,580 shares; 2023Q4: 8,645 shares; 2024Q1: 10,444 shares; 2024Q2: 2,941 shares 2,941 $537K 0.32% -7,503 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 17,604 shares; 2022Q4: 11,041 shares; 2023Q1: 11,132 shares; 2023Q2: 10,567 shares; 2023Q3: 10,167 shares; 2023Q4: 9,779 shares; 2024Q1: 9,530 shares; 2024Q2: 3,104 shares 3,104 $532K 0.32% -6,426 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 0 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,560 shares; 2023Q4: 5,267 shares; 2024Q1: 5,324 shares; 2024Q2: 5,324 shares 5,324 $529K 0.32% 0 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; 2022Q3: 128,318 shares; 2022Q4: 132,630 shares; 2023Q1: 98,740 shares; 2023Q2: 66,414 shares; 2023Q3: 41,409 shares; 2023Q4: 37,537 shares; 2024Q1: 32,690 shares; 2024Q2: 11,524 shares 11,524 $527K 0.32% -21,166 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; 2022Q3: 24,430 shares; 2022Q4: 24,287 shares; 2023Q1: 22,988 shares; 2023Q2: 24,911 shares; 2023Q3: 23,510 shares; 2023Q4: 16,181 shares; 2024Q1: 14,688 shares; 2024Q2: 4,279 shares 4,279 $507K 0.3% -10,409 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,531 shares; 2022Q4: 9,463 shares; 2023Q1: 9,796 shares; 2023Q2: 3,547 shares; 2023Q3: 3,750 shares; 2023Q4: 4,460 shares; 2024Q1: 4,797 shares; 2024Q2: 2,348 shares 2,348 $501K 0.3% -2,449 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; 2022Q3: 7,144 shares; 2022Q4: 5,617 shares; 2023Q1: 5,762 shares; 2023Q2: 2,711 shares; 2023Q3: 2,827 shares; 2023Q4: 2,818 shares; 2024Q1: 3,008 shares; 2024Q2: 564 shares 564 $480K 0.29% -2,444 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,808 shares; 2022Q4: 17,542 shares; 2023Q1: 18,935 shares; 2023Q2: 9,433 shares; 2023Q3: 9,060 shares; 2023Q4: 9,143 shares; 2024Q1: 8,283 shares; 2024Q2: 3,249 shares 3,249 $475K 0.28% -5,034 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; 2022Q3: 31,566 shares; 2022Q4: 40,894 shares; 2023Q1: 66,611 shares; 2023Q2: 43,880 shares; 2023Q3: 38,202 shares; 2023Q4: 32,451 shares; 2024Q1: 25,825 shares; 2024Q2: 7,742 shares 7,742 $461K 0.28% -18,083 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; 2022Q3: 1,285 shares; 2022Q4: 494 shares; 2023Q1: 634 shares; 2023Q2: 725 shares; 2023Q3: 2,250 shares; 2023Q4: 2,285 shares; 2024Q1: 2,287 shares; 2024Q2: 1,883 shares 1,883 $457K 0.27% -404 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; 2022Q3: 3,973 shares; 2022Q4: 2,788 shares; 2023Q1: 3,004 shares; 2023Q2: 2,349 shares; 2023Q3: 2,429 shares; 2023Q4: 2,562 shares; 2024Q1: 1,753 shares; 2024Q2: 467 shares 467 $423K 0.25% -1,286 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,477 shares; 2022Q4: 19,149 shares; 2023Q1: 10,428 shares; 2023Q2: 16,031 shares; 2023Q3: 14,877 shares; 2023Q4: 14,594 shares; 2024Q1: 12,657 shares; 2024Q2: 1,576 shares 1,576 $422K 0.25% -11,081 Timeline RDVI 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 9,564 shares; 2024Q2: 17,841 shares 17,841 $417K 0.25% +8,277 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 929 shares; 2022Q4: 604 shares; 2023Q1: 662 shares; 2023Q2: 715 shares; 2023Q3: 759 shares; 2023Q4: 963 shares; 2024Q1: 1,298 shares; 2024Q2: 253 shares 253 $406K 0.24% -1,045 Timeline HYLS 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; 2022Q3: not reported; 2022Q4: 3,572 shares; 2023Q1: 7,740 shares; 2023Q2: 13,526 shares; 2023Q3: 21,935 shares; 2023Q4: 30,528 shares; 2024Q1: 31,628 shares; 2024Q2: 9,812 shares 9,812 $399K 0.24% -21,816 Timeline FTGS 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,388 shares; 2024Q2: 13,055 shares 13,055 $398K 0.24% +1,667 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,148 shares; 2023Q1: 1,714 shares; 2023Q2: 1,868 shares; 2023Q3: not reported; 2023Q4: 3,464 shares; 2024Q1: 4,336 shares; 2024Q2: 5,087 shares 5,087 $397K 0.24% +751 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; 2022Q3: 4,416 shares; 2022Q4: 4,593 shares; 2023Q1: 5,358 shares; 2023Q2: 5,500 shares; 2023Q3: 5,789 shares; 2023Q4: 6,209 shares; 2024Q1: 6,056 shares; 2024Q2: 1,712 shares 1,712 $387K 0.23% -4,344 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 17,381 shares; 2022Q4: 12,203 shares; 2023Q1: 12,367 shares; 2023Q2: 2,670 shares; 2023Q3: 2,871 shares; 2023Q4: 3,134 shares; 2024Q1: 3,075 shares; 2024Q2: 1,093 shares 1,093 $364K 0.22% -1,982 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,471 shares; 2022Q4: 9,587 shares; 2023Q1: 9,316 shares; 2023Q2: 9,649 shares; 2023Q3: 10,297 shares; 2023Q4: 10,960 shares; 2024Q1: 13,075 shares; 2024Q2: 1,996 shares 1,996 $364K 0.22% -11,079 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 1,943 shares; 2023Q3: 1,948 shares; 2023Q4: 1,813 shares; 2024Q1: 1,444 shares; 2024Q2: 1,401 shares 1,401 $356K 0.21% -43 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,771 shares; 2022Q4: 3,175 shares; 2023Q1: 5,203 shares; 2023Q2: 7,084 shares; 2023Q3: 7,415 shares; 2023Q4: 7,828 shares; 2024Q1: 9,283 shares; 2024Q2: 1,721 shares 1,721 $341K 0.2% -7,562 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; 2022Q3: 19,106 shares; 2022Q4: 17,687 shares; 2023Q1: 7,700 shares; 2023Q2: 15,651 shares; 2023Q3: 14,829 shares; 2023Q4: 14,675 shares; 2024Q1: 14,585 shares; 2024Q2: 907 shares 907 $339K 0.2% -13,678 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,146 shares; 2022Q4: 8,450 shares; 2023Q1: 8,450 shares; 2023Q2: 8,450 shares; 2023Q3: 8,450 shares; 2023Q4: 8,450 shares; 2024Q1: 8,400 shares; 2024Q2: 4,015 shares 4,015 $337K 0.2% -4,385 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; 2022Q3: 1,769 shares; 2022Q4: 1,776 shares; 2023Q1: 1,776 shares; 2023Q2: 1,776 shares; 2023Q3: 1,768 shares; 2023Q4: 1,844 shares; 2024Q1: 1,851 shares; 2024Q2: 1,413 shares 1,413 $335K 0.2% -438 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 98,980 shares; 2022Q4: 110,105 shares; 2023Q1: 116,205 shares; 2023Q2: 121,769 shares; 2023Q3: 124,581 shares; 2023Q4: 13,191 shares; 2024Q1: 12,548 shares; 2024Q2: 4,187 shares 4,187 $321K 0.19% -8,361 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; 2022Q3: 11,128 shares; 2022Q4: 9,033 shares; 2023Q1: 9,020 shares; 2023Q2: 8,853 shares; 2023Q3: 8,555 shares; 2023Q4: 8,091 shares; 2024Q1: 8,056 shares; 2024Q2: 2,484 shares 2,484 $316K 0.19% -5,572 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; 2022Q3: 13,859 shares; 2022Q4: 11,401 shares; 2023Q1: 12,065 shares; 2023Q2: 8,969 shares; 2023Q3: 8,845 shares; 2023Q4: 8,709 shares; 2024Q1: 8,966 shares; 2024Q2: 1,887 shares 1,887 $306K 0.18% -7,079 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,419 shares; 2022Q4: 26,705 shares; 2023Q1: 24,731 shares; 2023Q2: 25,046 shares; 2023Q3: 24,951 shares; 2023Q4: 23,337 shares; 2024Q1: 23,147 shares; 2024Q2: 10,040 shares 10,040 $306K 0.18% -13,107 Timeline HISF 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; 2022Q3: 12,305 shares; 2022Q4: 11,194 shares; 2023Q1: 10,421 shares; 2023Q2: 10,310 shares; 2023Q3: 10,053 shares; 2023Q4: 9,713 shares; 2024Q1: 7,384 shares; 2024Q2: 6,907 shares 6,907 $302K 0.18% -477 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; 2022Q3: 7,209 shares; 2022Q4: 4,643 shares; 2023Q1: 4,759 shares; 2023Q2: 3,348 shares; 2023Q3: 3,640 shares; 2023Q4: 3,161 shares; 2024Q1: 3,625 shares; 2024Q2: 594 shares 594 $300K 0.18% -3,031 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 633 shares; 2023Q1: not reported; 2023Q2: 270 shares; 2023Q3: 2,406 shares; 2023Q4: 2,717 shares; 2024Q1: 3,681 shares; 2024Q2: 3,196 shares 3,196 $293K 0.18% -485 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,981 shares; 2022Q4: 9,699 shares; 2023Q1: 9,258 shares; 2023Q2: 1,828 shares; 2023Q3: not reported; 2023Q4: 1,147 shares; 2024Q1: 1,817 shares; 2024Q2: 2,400 shares 2,400 $277K 0.17% +583 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,360 shares; 2024Q1: 3,450 shares; 2024Q2: 4,396 shares 4,396 $274K 0.16% +946 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,398 shares; 2022Q4: 21,093 shares; 2023Q1: 8,719 shares; 2023Q2: 21,466 shares; 2023Q3: 23,370 shares; 2023Q4: 16,831 shares; 2024Q1: 17,078 shares; 2024Q2: 3,558 shares 3,558 $273K 0.16% -13,520 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,024 shares; 2022Q4: 6,734 shares; 2023Q1: 5,386 shares; 2023Q2: 5,030 shares; 2023Q3: 5,713 shares; 2023Q4: 8,593 shares; 2024Q1: 11,072 shares; 2024Q2: 2,898 shares 2,898 $264K 0.16% -8,174 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 2,467 shares; 2024Q1: 3,801 shares; 2024Q2: 6,188 shares 6,188 $264K 0.16% +2,387 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; 2022Q3: 12,524 shares; 2022Q4: 11,438 shares; 2023Q1: 11,317 shares; 2023Q2: 10,544 shares; 2023Q3: 4,260 shares; 2023Q4: 3,669 shares; 2024Q1: 3,661 shares; 2024Q2: 1,219 shares 1,219 $262K 0.16% -2,442 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; 2022Q3: 27,712 shares; 2022Q4: 16,570 shares; 2023Q1: 17,021 shares; 2023Q2: 12,123 shares; 2023Q3: 12,647 shares; 2023Q4: 12,249 shares; 2024Q1: 12,162 shares; 2024Q2: 4,033 shares 4,033 $257K 0.15% -8,129 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,226 shares; 2022Q4: 47,279 shares; 2023Q1: 12,381 shares; 2023Q2: 14,074 shares; 2023Q3: 14,915 shares; 2023Q4: 16,110 shares; 2024Q1: 17,584 shares; 2024Q2: 6,233 shares 6,233 $256K 0.15% -11,351 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,888 shares; 2022Q4: 7,542 shares; 2023Q1: 7,408 shares; 2023Q2: 6,963 shares; 2023Q3: 6,837 shares; 2023Q4: 6,546 shares; 2024Q1: 6,354 shares; 2024Q2: 2,413 shares 2,413 $251K 0.15% -3,941 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; 2022Q3: 45,688 shares; 2022Q4: 35,899 shares; 2023Q1: 37,328 shares; 2023Q2: 10,153 shares; 2023Q3: 12,249 shares; 2023Q4: 13,330 shares; 2024Q1: 18,793 shares; 2024Q2: 5,480 shares 5,480 $250K 0.15% -13,313 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,437 shares; 2022Q4: 7,777 shares; 2023Q1: 3,434 shares; 2023Q2: 7,432 shares; 2023Q3: 7,946 shares; 2023Q4: 8,107 shares; 2024Q1: 8,105 shares; 2024Q2: 1,135 shares 1,135 $248K 0.15% -6,970 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 75,916 shares; 2022Q4: 43,367 shares; 2023Q1: 42,872 shares; 2023Q2: 21,849 shares; 2023Q3: 23,020 shares; 2023Q4: 27,301 shares; 2024Q1: 24,532 shares; 2024Q2: 8,545 shares 8,545 $239K 0.14% -15,987 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 94,536 shares; 2022Q4: 89,421 shares; 2023Q1: 78,046 shares; 2023Q2: 67,805 shares; 2023Q3: 66,039 shares; 2023Q4: 65,867 shares; 2024Q1: 57,483 shares; 2024Q2: 2,604 shares 2,604 $229K 0.14% -54,879 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,643 shares; 2022Q4: 2,955 shares; 2023Q1: 2,667 shares; 2023Q2: 2,727 shares; 2023Q3: 2,884 shares; 2023Q4: 3,146 shares; 2024Q1: 2,996 shares; 2024Q2: 1,633 shares 1,633 $226K 0.14% -1,363 Timeline FTLS 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,506 shares; 2024Q1: 3,561 shares; 2024Q2: 3,582 shares 3,582 $224K 0.13% +21 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,917 shares; 2022Q4: 12,022 shares; 2023Q1: 5,034 shares; 2023Q2: 9,260 shares; 2023Q3: 8,214 shares; 2023Q4: 8,456 shares; 2024Q1: 40,538 shares; 2024Q2: 2,017 shares 2,017 $215K 0.13% -38,521 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,986 shares; 2022Q4: 5,390 shares; 2023Q1: 4,968 shares; 2023Q2: 3,125 shares; 2023Q3: 3,140 shares; 2023Q4: 3,269 shares; 2024Q1: 3,103 shares; 2024Q2: 1,877 shares 1,877 $215K 0.13% -1,226 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,627 shares; 2023Q1: 2,627 shares; 2023Q2: 3,341 shares; 2023Q3: 10,623 shares; 2023Q4: 18,807 shares; 2024Q1: 30,252 shares; 2024Q2: 6,472 shares 6,472 $214K 0.13% -23,780 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,767 shares; 2024Q1: 4,777 shares; 2024Q2: 7,937 shares 7,937 $204K 0.12% +3,160 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,298 shares; 2024Q1: 21,241 shares; 2024Q2: 6,153 shares 6,153 $193K 0.12% -15,088 Timeline LMBS 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; 2022Q3: 48,310 shares; 2022Q4: 35,115 shares; 2023Q1: 29,417 shares; 2023Q2: 21,965 shares; 2023Q3: 11,499 shares; 2023Q4: 10,912 shares; 2024Q1: 14,544 shares; 2024Q2: 3,950 shares 3,950 $190K 0.11% -10,594 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 661 shares; 2023Q2: 699 shares; 2023Q3: 685 shares; 2023Q4: 765 shares; 2024Q1: 934 shares; 2024Q2: 431 shares 431 $189K 0.11% -503 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,385 shares; 2022Q4: 12,596 shares; 2023Q1: 14,046 shares; 2023Q2: 7,914 shares; 2023Q3: 7,593 shares; 2023Q4: 6,983 shares; 2024Q1: 7,198 shares; 2024Q2: 1,018 shares 1,018 $187K 0.11% -6,180 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; 2022Q3: not reported; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 628 shares; 2023Q3: not reported; 2023Q4: 10,984 shares; 2024Q1: 14,135 shares; 2024Q2: 2,855 shares 2,855 $183K 0.11% -11,280 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,768 shares; 2022Q4: 47,938 shares; 2023Q1: 48,454 shares; 2023Q2: 5,013 shares; 2023Q3: 6,417 shares; 2023Q4: 7,671 shares; 2024Q1: 12,264 shares; 2024Q2: 2,346 shares 2,346 $182K 0.11% -9,918 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,641 shares; 2022Q4: 1,963 shares; 2023Q1: 2,567 shares; 2023Q2: 2,254 shares; 2023Q3: 2,305 shares; 2023Q4: 2,022 shares; 2024Q1: 1,873 shares; 2024Q2: 269 shares 269 $182K 0.11% -1,604 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,773 shares; 2022Q4: 9,784 shares; 2023Q1: 8,340 shares; 2023Q2: 3,025 shares; 2023Q3: 3,266 shares; 2023Q4: 3,902 shares; 2024Q1: 4,805 shares; 2024Q2: 1,258 shares 1,258 $178K 0.11% -3,547 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,421 shares; 2022Q4: 8,447 shares; 2023Q1: 8,447 shares; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,754 shares; 2024Q1: 7,788 shares; 2024Q2: 3,326 shares 3,326 $176K 0.11% -4,462 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,547 shares; 2022Q4: 3,064 shares; 2023Q1: 3,118 shares; 2023Q2: 3,224 shares; 2023Q3: 3,353 shares; 2023Q4: 3,563 shares; 2024Q1: 4,245 shares; 2024Q2: 672 shares 672 $176K 0.11% -3,573 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,938 shares; 2022Q4: 4,299 shares; 2023Q1: 4,247 shares; 2023Q2: 4,321 shares; 2023Q3: 5,396 shares; 2023Q4: 5,535 shares; 2024Q1: 6,839 shares; 2024Q2: 1,905 shares 1,905 $176K 0.11% -4,934 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 113,580 shares; 2022Q4: 8,522 shares; 2023Q1: 8,230 shares; 2023Q2: 9,282 shares; 2023Q3: not reported; 2023Q4: 35,728 shares; 2024Q1: 36,335 shares; 2024Q2: 34,735 shares 34,735 $175K 0.11% -1,600 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,377 shares 9,377 $174K 0.1% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,350 shares; 2023Q1: 2,675 shares; 2023Q2: 3,591 shares; 2023Q3: not reported; 2023Q4: 10,129 shares; 2024Q1: 10,126 shares; 2024Q2: 5,399 shares 5,399 $174K 0.1% -4,727 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; 2022Q3: 5,774 shares; 2022Q4: 3,765 shares; 2023Q1: 3,398 shares; 2023Q2: 3,475 shares; 2023Q3: not reported; 2023Q4: 2,943 shares; 2024Q1: 4,337 shares; 2024Q2: 2,285 shares 2,285 $173K 0.1% -2,052 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 380 shares; 2023Q3: not reported; 2023Q4: 1,908 shares; 2024Q1: 4,053 shares; 2024Q2: 5,846 shares 5,846 $172K 0.1% +1,793 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,217 shares; 2022Q4: 44,768 shares; 2023Q1: 49,186 shares; 2023Q2: 64,425 shares; 2023Q3: 73,778 shares; 2023Q4: 99,502 shares; 2024Q1: 92,128 shares; 2024Q2: 3,503 shares 3,503 $171K 0.1% -88,625 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,963 shares; 2022Q4: 6,264 shares; 2023Q1: 5,814 shares; 2023Q2: 5,547 shares; 2023Q3: 4,719 shares; 2023Q4: 4,060 shares; 2024Q1: 3,513 shares; 2024Q2: 635 shares 635 $169K 0.1% -2,878 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,852 shares; 2022Q4: 2,153 shares; 2023Q1: 2,156 shares; 2023Q2: 1,465 shares; 2023Q3: not reported; 2023Q4: 1,499 shares; 2024Q1: 1,755 shares; 2024Q2: 1,195 shares 1,195 $169K 0.1% -560 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,993 shares; 2022Q4: 4,157 shares; 2023Q1: 4,297 shares; 2023Q2: 901 shares; 2023Q3: 1,392 shares; 2023Q4: 1,371 shares; 2024Q1: 1,376 shares; 2024Q2: 661 shares 661 $168K 0.1% -715 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; 2022Q3: 19,725 shares; 2022Q4: 6,270 shares; 2023Q1: 6,072 shares; 2023Q2: 5,595 shares; 2023Q3: 4,576 shares; 2023Q4: 4,329 shares; 2024Q1: 4,176 shares; 2024Q2: 1,661 shares 1,661 $166K 0.1% -2,515 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 45,609 shares; 2022Q4: 35,761 shares; 2023Q1: 11,088 shares; 2023Q2: 29,879 shares; 2023Q3: 26,239 shares; 2023Q4: 25,454 shares; 2024Q1: 22,124 shares; 2024Q2: 2,283 shares 2,283 $166K 0.1% -19,841 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; 2022Q3: not reported; 2022Q4: 565 shares; 2023Q1: 565 shares; 2023Q2: 565 shares; 2023Q3: not reported; 2023Q4: 373 shares; 2024Q1: 999 shares; 2024Q2: 943 shares 943 $164K 0.1% -56 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,064 shares; 2022Q4: 952 shares; 2023Q1: 1,235 shares; 2023Q2: 1,274 shares; 2023Q3: 1,412 shares; 2023Q4: 1,396 shares; 2024Q1: 1,753 shares; 2024Q2: 295 shares 295 $164K 0.1% -1,458 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; 2022Q3: not reported; 2022Q4: 813 shares; 2023Q1: 701 shares; 2023Q2: 683 shares; 2023Q3: not reported; 2023Q4: 858 shares; 2024Q1: 1,189 shares; 2024Q2: 520 shares 520 $163K 0.1% -669 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; 2022Q3: 115,617 shares; 2022Q4: 65,330 shares; 2023Q1: 68,994 shares; 2023Q2: 24,920 shares; 2023Q3: 21,282 shares; 2023Q4: 20,283 shares; 2024Q1: 19,667 shares; 2024Q2: 8,384 shares 8,384 $160K 0.1% -11,283 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,887 shares; 2022Q4: 4,465 shares; 2023Q1: 4,487 shares; 2023Q2: 5,302 shares; 2023Q3: 6,087 shares; 2023Q4: 7,210 shares; 2024Q1: 10,024 shares; 2024Q2: 2,039 shares 2,039 $159K 0.1% -7,985 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; 2022Q3: 3,986 shares; 2022Q4: 2,417 shares; 2023Q1: 2,780 shares; 2023Q2: 1,919 shares; 2023Q3: 2,452 shares; 2023Q4: 2,857 shares; 2024Q1: 3,999 shares; 2024Q2: 917 shares 917 $159K 0.1% -3,082 Timeline RWJ 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; 2022Q3: not reported; 2022Q4: 24,610 shares; 2023Q1: 27,708 shares; 2023Q2: 29,124 shares; 2023Q3: 89,308 shares; 2023Q4: 6,696 shares; 2024Q1: 6,625 shares; 2024Q2: 3,914 shares 3,914 $157K 0.09% -2,711 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,940 shares; 2022Q4: 2,660 shares; 2023Q1: 2,754 shares; 2023Q2: 654 shares; 2023Q3: 715 shares; 2023Q4: 857 shares; 2024Q1: 959 shares; 2024Q2: 332 shares 332 $155K 0.09% -627 Timeline FSIG 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; 2022Q3: not reported; 2022Q4: 24,823 shares; 2023Q1: 142,032 shares; 2023Q2: 209,471 shares; 2023Q3: 227,285 shares; 2023Q4: 53,241 shares; 2024Q1: 32,391 shares; 2024Q2: 8,242 shares 8,242 $154K 0.09% -24,149 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,826 shares; 2022Q4: 478 shares; 2023Q1: 484 shares; 2023Q2: 455 shares; 2023Q3: not reported; 2023Q4: 545 shares; 2024Q1: 545 shares; 2024Q2: 453 shares 453 $154K 0.09% -92 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,664 shares; 2022Q4: 23,985 shares; 2023Q1: 27,215 shares; 2023Q2: 29,463 shares; 2023Q3: 31,615 shares; 2023Q4: 40,543 shares; 2024Q1: 36,688 shares; 2024Q2: 1,628 shares 1,628 $154K 0.09% -35,060 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 362 shares; 2023Q1: 363 shares; 2023Q2: 515 shares; 2023Q3: 569 shares; 2023Q4: 504 shares; 2024Q1: 814 shares; 2024Q2: 232 shares 232 $152K 0.09% -582 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,214 shares; 2022Q4: 22,690 shares; 2023Q1: 22,936 shares; 2023Q2: 23,434 shares; 2023Q3: 22,558 shares; 2023Q4: 22,370 shares; 2024Q1: 14,065 shares; 2024Q2: 1,400 shares 1,400 $152K 0.09% -12,665 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; 2022Q3: 8,306 shares; 2022Q4: 5,021 shares; 2023Q1: 4,946 shares; 2023Q2: 4,796 shares; 2023Q3: 4,251 shares; 2023Q4: 4,245 shares; 2024Q1: 4,080 shares; 2024Q2: 740 shares 740 $152K 0.09% -3,340 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; 2022Q3: 26,525 shares; 2022Q4: 23,779 shares; 2023Q1: 24,101 shares; 2023Q2: 6,049 shares; 2023Q3: 5,890 shares; 2023Q4: 6,150 shares; 2024Q1: 6,268 shares; 2024Q2: 741 shares 741 $150K 0.09% -5,527 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 17,712 shares; 2022Q4: 15,912 shares; 2023Q1: 12,407 shares; 2023Q2: 10,828 shares; 2023Q3: 10,338 shares; 2023Q4: 5,599 shares; 2024Q1: 4,368 shares; 2024Q2: 2,926 shares 2,926 $149K 0.09% -1,442 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; 2022Q3: 81,225 shares; 2022Q4: 58,766 shares; 2023Q1: 57,332 shares; 2023Q2: 11,840 shares; 2023Q3: 16,273 shares; 2023Q4: 19,008 shares; 2024Q1: 25,632 shares; 2024Q2: 3,676 shares 3,676 $146K 0.09% -21,956 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,030 shares; 2024Q1: 1,474 shares; 2024Q2: 3,029 shares 3,029 $142K 0.09% +1,555 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,100 shares; 2022Q4: 4,614 shares; 2023Q1: 4,514 shares; 2023Q2: 4,289 shares; 2023Q3: not reported; 2023Q4: 5,230 shares; 2024Q1: 5,242 shares; 2024Q2: 3,271 shares 3,271 $141K 0.08% -1,971 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 27,694 shares; 2022Q4: 57,190 shares; 2023Q1: 57,775 shares; 2023Q2: 65,723 shares; 2023Q3: 63,883 shares; 2023Q4: 26,733 shares; 2024Q1: 18,337 shares; 2024Q2: 10,270 shares 10,270 $140K 0.08% -8,067 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 52,412 shares; 2022Q4: 17,762 shares; 2023Q1: 17,176 shares; 2023Q2: 14,192 shares; 2023Q3: 13,128 shares; 2023Q4: 13,129 shares; 2024Q1: 16,261 shares; 2024Q2: 5,492 shares 5,492 $138K 0.08% -10,769 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,048 shares; 2022Q4: 1,631 shares; 2023Q1: 1,579 shares; 2023Q2: 1,654 shares; 2023Q3: 1,657 shares; 2023Q4: 1,783 shares; 2024Q1: 1,918 shares; 2024Q2: 310 shares 310 $137K 0.08% -1,608 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,124 shares; 2022Q4: 30,377 shares; 2023Q1: 35,122 shares; 2023Q2: 37,625 shares; 2023Q3: 37,745 shares; 2023Q4: 48,176 shares; 2024Q1: 40,949 shares; 2024Q2: 2,211 shares 2,211 $134K 0.08% -38,738 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; 2022Q3: 8,274 shares; 2022Q4: 3,316 shares; 2023Q1: 3,231 shares; 2023Q2: 1,811 shares; 2023Q3: not reported; 2023Q4: 2,317 shares; 2024Q1: 4,465 shares; 2024Q2: 1,322 shares 1,322 $134K 0.08% -3,143 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; 2022Q3: 7,326 shares; 2022Q4: 4,339 shares; 2023Q1: 4,211 shares; 2023Q2: 1,766 shares; 2023Q3: 1,772 shares; 2023Q4: 1,789 shares; 2024Q1: 2,584 shares; 2024Q2: 385 shares 385 $133K 0.08% -2,199 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,483 shares; 2022Q4: 7,339 shares; 2023Q1: 3,655 shares; 2023Q2: 5,962 shares; 2023Q3: 5,123 shares; 2023Q4: 5,275 shares; 2024Q1: 4,703 shares; 2024Q2: 647 shares 647 $131K 0.08% -4,056 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,403 shares; 2023Q1: 3,403 shares; 2023Q2: 3,883 shares; 2023Q3: not reported; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares; 2024Q2: 3,883 shares 3,883 $131K 0.08% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,408 shares; 2022Q4: 5,572 shares; 2023Q1: 5,863 shares; 2023Q2: 2,303 shares; 2023Q3: 2,788 shares; 2023Q4: 3,396 shares; 2024Q1: 5,902 shares; 2024Q2: 1,267 shares 1,267 $129K 0.08% -4,635 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,652 shares; 2022Q4: 2,329 shares; 2023Q1: 2,254 shares; 2023Q2: 2,254 shares; 2023Q3: 2,243 shares; 2023Q4: 2,776 shares; 2024Q1: 2,826 shares; 2024Q2: 523 shares 523 $125K 0.07% -2,303 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 690 shares; 2024Q1: 1,636 shares; 2024Q2: 4,153 shares 4,153 $123K 0.07% +2,517 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,239 shares; 2024Q1: 4,308 shares; 2024Q2: 4,342 shares 4,342 $123K 0.07% +34 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,100 shares; 2023Q1: 2,320 shares; 2023Q2: 2,363 shares; 2023Q3: not reported; 2023Q4: 10,473 shares; 2024Q1: 12,458 shares; 2024Q2: 1,920 shares 1,920 $122K 0.07% -10,538 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,897 shares; 2022Q4: 356 shares; 2023Q1: 370 shares; 2023Q2: 76 shares; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: 788 shares; 2024Q2: 850 shares 850 $121K 0.07% +62 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 30 shares; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 40 shares; 2024Q2: 1,900 shares 1,900 $119K 0.07% +1,860 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,850 shares; 2023Q1: 4,950 shares; 2023Q2: 4,450 shares; 2023Q3: not reported; 2023Q4: 4,450 shares; 2024Q1: 5,150 shares; 2024Q2: 5,450 shares 5,450 $114K 0.07% +300 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 417 shares; 2023Q1: 741 shares; 2023Q2: 1,512 shares; 2023Q3: 1,955 shares; 2023Q4: 2,572 shares; 2024Q1: 4,574 shares; 2024Q2: 976 shares 976 $113K 0.07% -3,598 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 483 shares; 2023Q3: not reported; 2023Q4: 11,955 shares; 2024Q1: 11,955 shares; 2024Q2: 18,750 shares 18,750 $112K 0.07% +6,795 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,857 shares; 2022Q4: 3,326 shares; 2023Q1: 3,151 shares; 2023Q2: 3,107 shares; 2023Q3: 3,343 shares; 2023Q4: 4,317 shares; 2024Q1: 4,386 shares; 2024Q2: 354 shares 354 $111K 0.07% -4,032 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,419 shares; 2022Q4: 15,810 shares; 2023Q1: 22,011 shares; 2023Q2: 22,664 shares; 2023Q3: 21,138 shares; 2023Q4: 25,228 shares; 2024Q1: 25,723 shares; 2024Q2: 2,860 shares 2,860 $111K 0.07% -22,863 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,804 shares; 2022Q4: 10,622 shares; 2023Q1: 2,324 shares; 2023Q2: 9,156 shares; 2023Q3: not reported; 2023Q4: 1,229 shares; 2024Q1: 58,747 shares; 2024Q2: 4,894 shares 4,894 $110K 0.07% -53,853 Timeline SKYY 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; 2022Q3: 30,691 shares; 2022Q4: 25,211 shares; 2023Q1: 19,335 shares; 2023Q2: 15,573 shares; 2023Q3: 8,993 shares; 2023Q4: 7,834 shares; 2024Q1: 7,135 shares; 2024Q2: 1,155 shares 1,155 $110K 0.07% -5,980 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,358 shares; 2023Q1: 2,140 shares; 2023Q2: 1,791 shares; 2023Q3: not reported; 2023Q4: 3,099 shares; 2024Q1: 8,848 shares; 2024Q2: 2,075 shares 2,075 $109K 0.07% -6,773 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; 2022Q3: 12,589 shares; 2022Q4: 6,443 shares; 2023Q1: 6,587 shares; 2023Q2: 4,617 shares; 2023Q3: 4,637 shares; 2023Q4: 5,806 shares; 2024Q1: 3,439 shares; 2024Q2: 1,507 shares 1,507 $107K 0.06% -1,932 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 24,323 shares; 2022Q4: 18,706 shares; 2023Q1: 9,806 shares; 2023Q2: 14,671 shares; 2023Q3: 11,959 shares; 2023Q4: 14,928 shares; 2024Q1: 14,232 shares; 2024Q2: 621 shares 621 $106K 0.06% -13,611 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,801 shares; 2022Q4: 2,135 shares; 2023Q1: 1,920 shares; 2023Q2: 2,211 shares; 2023Q3: 2,103 shares; 2023Q4: 1,969 shares; 2024Q1: 2,028 shares; 2024Q2: 346 shares 346 $105K 0.06% -1,682 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 125 shares; 2023Q2: 219 shares; 2023Q3: not reported; 2023Q4: 1,170 shares; 2024Q1: 1,657 shares; 2024Q2: 3,908 shares 3,908 $105K 0.06% +2,251 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 112,847 shares; 2022Q4: 79,475 shares; 2023Q1: 82,077 shares; 2023Q2: 73,617 shares; 2023Q3: 67,124 shares; 2023Q4: 24,225 shares; 2024Q1: 15,563 shares; 2024Q2: 2,600 shares 2,600 $103K 0.06% -12,963 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 901 shares; 2023Q1: 901 shares; 2023Q2: 901 shares; 2023Q3: not reported; 2023Q4: 901 shares; 2024Q1: 901 shares; 2024Q2: 2,150 shares 2,150 $103K 0.06% +1,249 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,794 shares; 2022Q4: 1,084 shares; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: not reported; 2023Q4: 1,112 shares; 2024Q1: 1,149 shares; 2024Q2: 984 shares 984 $103K 0.06% -165 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $101K 0.06% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,380 shares; 2023Q1: not reported; 2023Q2: 1,126 shares; 2023Q3: not reported; 2023Q4: 1,748 shares; 2024Q1: 2,022 shares; 2024Q2: 1,609 shares 1,609 $101K 0.06% -413 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 8,633 shares; 2023Q1: 10,049 shares; 2023Q2: 10,404 shares; 2023Q3: 52,746 shares; 2023Q4: 4,280 shares; 2024Q1: 4,268 shares; 2024Q2: 2,210 shares 2,210 $100K 0.06% -2,058 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,665 shares; 2022Q4: 17,575 shares; 2023Q1: 15,780 shares; 2023Q2: 17,032 shares; 2023Q3: 16,432 shares; 2023Q4: 14,333 shares; 2024Q1: 12,013 shares; 2024Q2: 2,277 shares 2,277 $100K 0.06% -9,736 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,789 shares; 2022Q4: 10,831 shares; 2023Q1: 4,678 shares; 2023Q2: 9,163 shares; 2023Q3: 8,522 shares; 2023Q4: 8,322 shares; 2024Q1: 36,327 shares; 2024Q2: 1,695 shares 1,695 $99.2K 0.06% -34,632 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,400 shares; 2023Q1: 7,228 shares; 2023Q2: 7,463 shares; 2023Q3: not reported; 2023Q4: 5,345 shares; 2024Q1: 4,845 shares; 2024Q2: 3,570 shares 3,570 $99.1K 0.06% -1,275 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; 2022Q3: not reported; 2022Q4: 714 shares; 2023Q1: 714 shares; 2023Q2: 594 shares; 2023Q3: not reported; 2023Q4: 1,113 shares; 2024Q1: 3,032 shares; 2024Q2: 417 shares 417 $98.5K 0.06% -2,615 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,539 shares; 2023Q1: 2,539 shares; 2023Q2: 2,539 shares; 2023Q3: not reported; 2023Q4: 2,335 shares; 2024Q1: 3,203 shares; 2024Q2: 2,106 shares 2,106 $97.8K 0.06% -1,097 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,491 shares; 2023Q3: not reported; 2023Q4: 3,181 shares; 2024Q1: 4,067 shares; 2024Q2: 1,370 shares 1,370 $96.1K 0.06% -2,697 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 31,355 shares; 2022Q4: 24,770 shares; 2023Q1: 11,038 shares; 2023Q2: 21,134 shares; 2023Q3: 19,273 shares; 2023Q4: 19,641 shares; 2024Q1: 18,214 shares; 2024Q2: 743 shares 743 $94.7K 0.06% -17,471 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; 2022Q3: 4,362 shares; 2022Q4: 3,034 shares; 2023Q1: 3,396 shares; 2023Q2: 1,937 shares; 2023Q3: 1,993 shares; 2023Q4: 2,300 shares; 2024Q1: 2,694 shares; 2024Q2: 185 shares 185 $94.2K 0.06% -2,509 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 32,355 shares; 2022Q4: 15,324 shares; 2023Q1: 17,955 shares; 2023Q2: 5,348 shares; 2023Q3: 5,348 shares; 2023Q4: 5,348 shares; 2024Q1: 5,348 shares; 2024Q2: 1,075 shares 1,075 $94.1K 0.06% -4,273 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,400 shares; 2024Q2: 1,500 shares 1,500 $92.9K 0.06% +100 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; 2022Q3: 66,728 shares; 2022Q4: 29,105 shares; 2023Q1: 29,161 shares; 2023Q2: 25,547 shares; 2023Q3: 24,565 shares; 2023Q4: 23,965 shares; 2024Q1: 24,195 shares; 2024Q2: 7,408 shares 7,408 $92.9K 0.06% -16,787 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 37,934 shares; 2022Q4: 29,770 shares; 2023Q1: 28,487 shares; 2023Q2: 26,233 shares; 2023Q3: 23,877 shares; 2023Q4: 20,228 shares; 2024Q1: 12,458 shares; 2024Q2: 2,107 shares 2,107 $92.6K 0.06% -10,351 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 9,945 shares; 2023Q1: 11,471 shares; 2023Q2: 11,831 shares; 2023Q3: 13,217 shares; 2023Q4: 15,742 shares; 2024Q1: 14,227 shares; 2024Q2: 1,720 shares 1,720 $92.6K 0.06% -12,507 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,215 shares; 2023Q1: 1,336 shares; 2023Q2: 1,336 shares; 2023Q3: not reported; 2023Q4: 3,039 shares; 2024Q1: 3,526 shares; 2024Q2: 812 shares 812 $89.5K 0.05% -2,714 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,691 shares; 2022Q4: 10,736 shares; 2023Q1: 11,276 shares; 2023Q2: 11,556 shares; 2023Q3: 11,853 shares; 2023Q4: 11,853 shares; 2024Q1: 12,450 shares; 2024Q2: 12,779 shares 12,779 $86.9K 0.05% +329 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 28,883 shares; 2023Q3: 28,671 shares; 2023Q4: 28,185 shares; 2024Q1: 10,716 shares; 2024Q2: 763 shares 763 $84.3K 0.05% -9,953 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,859 shares; 2022Q4: 16,196 shares; 2023Q1: 16,196 shares; 2023Q2: 15,728 shares; 2023Q3: 16,072 shares; 2023Q4: 15,253 shares; 2024Q1: 15,611 shares; 2024Q2: 2,935 shares 2,935 $84.1K 0.05% -12,676 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $84K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,919 shares; 2022Q4: 3,396 shares; 2023Q1: 3,671 shares; 2023Q2: 1,114 shares; 2023Q3: 1,765 shares; 2023Q4: 2,319 shares; 2024Q1: 2,903 shares; 2024Q2: 615 shares 615 $83.1K 0.05% -2,288 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,079 shares; 2023Q1: 1,079 shares; 2023Q2: 1,079 shares; 2023Q3: not reported; 2023Q4: 1,079 shares; 2024Q1: 1,079 shares; 2024Q2: 1,079 shares 1,079 $80K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 58,079 shares; 2022Q4: 14,372 shares; 2023Q1: 15,532 shares; 2023Q2: 15,532 shares; 2023Q3: 15,565 shares; 2023Q4: 15,729 shares; 2024Q1: 15,045 shares; 2024Q2: 2,759 shares 2,759 $80K 0.05% -12,286 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,415 shares; 2023Q1: 3,045 shares; 2023Q2: 1,897 shares; 2023Q3: not reported; 2023Q4: 1,793 shares; 2024Q1: 1,854 shares; 2024Q2: 1,686 shares 1,686 $79.9K 0.05% -168 Timeline KNG 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; 2022Q3: not reported; 2022Q4: 26 shares; 2023Q1: 26 shares; 2023Q2: 334 shares; 2023Q3: not reported; 2023Q4: 861 shares; 2024Q1: 3,849 shares; 2024Q2: 1,560 shares 1,560 $78.8K 0.05% -2,289 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: 9,878 shares; 2024Q1: 11,224 shares; 2024Q2: 2,360 shares 2,360 $77.6K 0.05% -8,864 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,695 shares; 2022Q4: 4,147 shares; 2023Q1: 3,586 shares; 2023Q2: 3,445 shares; 2023Q3: 3,455 shares; 2023Q4: 3,464 shares; 2024Q1: 3,482 shares; 2024Q2: 360 shares 360 $76.9K 0.05% -3,122 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,705 shares; 2022Q4: 11,214 shares; 2023Q1: 9,387 shares; 2023Q2: 7,357 shares; 2023Q3: 5,635 shares; 2023Q4: 1,852 shares; 2024Q1: 1,265 shares; 2024Q2: 708 shares 708 $75.6K 0.05% -557 Timeline ULST 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,168 shares; 2024Q1: 3,291 shares; 2024Q2: 1,857 shares 1,857 $75.2K 0.05% -1,434 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,815 shares; 2024Q1: 2,990 shares; 2024Q2: 1,353 shares 1,353 $75.1K 0.05% -1,637 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 344 shares; 2024Q1: 936 shares; 2024Q2: 435 shares 435 $74.6K 0.04% -501 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 328 shares; 2024Q1: 562 shares; 2024Q2: 820 shares 820 $73.6K 0.04% +258 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: 614 shares; 2024Q1: 1,572 shares; 2024Q2: 1,402 shares 1,402 $73.4K 0.04% -170 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,619 shares; 2022Q4: 4,127 shares; 2023Q1: 4,127 shares; 2023Q2: 3,308 shares; 2023Q3: 3,208 shares; 2023Q4: 3,208 shares; 2024Q1: 3,250 shares; 2024Q2: 910 shares 910 $73.2K 0.04% -2,340 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,255 shares; 2022Q4: 2,750 shares; 2023Q1: 2,645 shares; 2023Q2: 331 shares; 2023Q3: not reported; 2023Q4: 547 shares; 2024Q1: 876 shares; 2024Q2: 1,004 shares 1,004 $72.3K 0.04% +128 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,273 shares; 2023Q1: 1,352 shares; 2023Q2: 1,327 shares; 2023Q3: not reported; 2023Q4: 1,212 shares; 2024Q1: 992 shares; 2024Q2: 992 shares 992 $70.5K 0.04% 0 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; 2022Q3: 40,982 shares; 2022Q4: 13,804 shares; 2023Q1: 13,990 shares; 2023Q2: 12,937 shares; 2023Q3: 12,585 shares; 2023Q4: 12,585 shares; 2024Q1: 19,524 shares; 2024Q2: 3,512 shares 3,512 $69.8K 0.04% -16,012 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 10,120 shares; 2023Q1: 10,370 shares; 2023Q2: 11,654 shares; 2023Q3: 11,558 shares; 2023Q4: 12,740 shares; 2024Q1: 13,321 shares; 2024Q2: 1,056 shares 1,056 $69.7K 0.04% -12,265 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,587 shares; 2022Q4: 7,829 shares; 2023Q1: 8,182 shares; 2023Q2: 3,561 shares; 2023Q3: 3,417 shares; 2023Q4: 3,514 shares; 2024Q1: 3,360 shares; 2024Q2: 507 shares 507 $69.4K 0.04% -2,853 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,943 shares; 2023Q1: 2,412 shares; 2023Q2: 1,857 shares; 2023Q3: not reported; 2023Q4: 1,902 shares; 2024Q1: 2,426 shares; 2024Q2: 2,487 shares 2,487 $69.3K 0.04% +61 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 2,000 shares 2,000 $68.5K 0.04% -1,000 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 6,604 shares; 2023Q1: 10,264 shares; 2023Q2: 38,659 shares; 2023Q3: 41,842 shares; 2023Q4: 52,878 shares; 2024Q1: 49,313 shares; 2024Q2: 1,643 shares 1,643 $68.2K 0.04% -47,670 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 40 shares; 2023Q1: 383 shares; 2023Q2: 383 shares; 2023Q3: not reported; 2023Q4: 427 shares; 2024Q1: 608 shares; 2024Q2: 364 shares 364 $66.5K 0.04% -244 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,564 shares; 2024Q1: 1,586 shares; 2024Q2: 1,606 shares 1,606 $65.2K 0.04% +20 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; 2022Q3: not reported; 2022Q4: 216 shares; 2023Q1: 216 shares; 2023Q2: 230 shares; 2023Q3: not reported; 2023Q4: 301 shares; 2024Q1: 302 shares; 2024Q2: 222 shares 222 $64.4K 0.04% -80 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 665 shares; 2022Q4: 119 shares; 2023Q1: 19 shares; 2023Q2: 16 shares; 2023Q3: not reported; 2023Q4: 154 shares; 2024Q1: 509 shares; 2024Q2: 60 shares 60 $63.9K 0.04% -449 CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 1,161 shares; 2024Q2: 2,461 shares 2,461 $63.4K 0.04% +1,300 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,583 shares; 2023Q1: 2,583 shares; 2023Q2: 2,740 shares; 2023Q3: not reported; 2023Q4: 3,227 shares; 2024Q1: 2,776 shares; 2024Q2: 1,791 shares 1,791 $62.7K 0.04% -985 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 681 shares; 2024Q2: 666 shares 666 $61.7K 0.04% -15 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; 2022Q3: 562 shares; 2022Q4: 119 shares; 2023Q1: 120 shares; 2023Q2: 139 shares; 2023Q3: not reported; 2023Q4: 288 shares; 2024Q1: 303 shares; 2024Q2: 60 shares 60 $61.4K 0.04% -243 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,918 shares; 2022Q4: 2,700 shares; 2023Q1: 2,797 shares; 2023Q2: 1,852 shares; 2023Q3: not reported; 2023Q4: 1,856 shares; 2024Q1: 1,833 shares; 2024Q2: 412 shares 412 $60.9K 0.04% -1,421 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,229 shares; 2022Q4: 6,114 shares; 2023Q1: 6,080 shares; 2023Q2: 1,523 shares; 2023Q3: 1,499 shares; 2023Q4: 1,397 shares; 2024Q1: 1,251 shares; 2024Q2: 163 shares 163 $60.9K 0.04% -1,088 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,340 shares; 2022Q4: 1,954 shares; 2023Q1: 2,272 shares; 2023Q2: 1,239 shares; 2023Q3: not reported; 2023Q4: 1,239 shares; 2024Q1: 1,339 shares; 2024Q2: 987 shares 987 $59.7K 0.04% -352 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 612 shares; 2023Q1: 612 shares; 2023Q2: 612 shares; 2023Q3: not reported; 2023Q4: 737 shares; 2024Q1: 1,562 shares; 2024Q2: 1,752 shares 1,752 $59.5K 0.04% +190 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 625 shares; 2023Q2: 850 shares; 2023Q3: not reported; 2023Q4: 850 shares; 2024Q1: 1,001 shares; 2024Q2: 1,165 shares 1,165 $58.9K 0.04% +164 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 173 shares; 2023Q3: not reported; 2023Q4: 788 shares; 2024Q1: 715 shares; 2024Q2: 1,165 shares 1,165 $58.7K 0.04% +450 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,903 shares; 2022Q4: 5,645 shares; 2023Q1: 5,727 shares; 2023Q2: 3,710 shares; 2023Q3: 3,710 shares; 2023Q4: 3,710 shares; 2024Q1: 3,965 shares; 2024Q2: 1,410 shares 1,410 $58.6K 0.04% -2,555 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,332 shares; 2022Q4: 641 shares; 2023Q1: 644 shares; 2023Q2: 181 shares; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: 374 shares; 2024Q2: 100 shares 100 $58.4K 0.04% -274 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 811 shares; 2023Q1: 362 shares; 2023Q2: 517 shares; 2023Q3: not reported; 2023Q4: 655 shares; 2024Q1: 708 shares; 2024Q2: 250 shares 250 $57.9K 0.03% -458 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,845 shares; 2022Q4: 1,561 shares; 2023Q1: 1,563 shares; 2023Q2: 1,413 shares; 2023Q3: 1,463 shares; 2023Q4: 1,127 shares; 2024Q1: 1,090 shares; 2024Q2: 165 shares 165 $57.8K 0.03% -925 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,210 shares; 2022Q4: 2,858 shares; 2023Q1: 2,472 shares; 2023Q2: 676 shares; 2023Q3: not reported; 2023Q4: 1,156 shares; 2024Q1: 1,559 shares; 2024Q2: 766 shares 766 $55.3K 0.03% -793 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 742 shares; 2023Q1: 742 shares; 2023Q2: 742 shares; 2023Q3: not reported; 2023Q4: 647 shares; 2024Q1: 618 shares; 2024Q2: 436 shares 436 $55K 0.03% -182 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,172 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 360 shares; 2024Q1: 361 shares; 2024Q2: 361 shares 361 $54.5K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 33,335 shares; 2022Q4: 21,098 shares; 2023Q1: 20,741 shares; 2023Q2: 8,599 shares; 2023Q3: 8,613 shares; 2023Q4: 10,029 shares; 2024Q1: 11,374 shares; 2024Q2: 1,019 shares 1,019 $54.4K 0.03% -10,355 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,976 shares; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 311 shares; 2023Q3: not reported; 2023Q4: 140 shares; 2024Q1: 469 shares; 2024Q2: 305 shares 305 $53.7K 0.03% -164 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 14 shares; 2023Q1: 69 shares; 2023Q2: 174 shares; 2023Q3: not reported; 2023Q4: 194 shares; 2024Q1: 295 shares; 2024Q2: 51 shares 51 $53.6K 0.03% -244 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,187 shares; 2023Q1: 2,187 shares; 2023Q2: 2,476 shares; 2023Q3: not reported; 2023Q4: 2,778 shares; 2024Q1: 2,912 shares; 2024Q2: 1,127 shares 1,127 $52.7K 0.03% -1,785 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 294 shares; 2023Q2: 362 shares; 2023Q3: not reported; 2023Q4: 522 shares; 2024Q1: 522 shares; 2024Q2: 512 shares 512 $52.7K 0.03% -10 Timeline GSUS 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; 2022Q3: 15,214 shares; 2022Q4: 27,709 shares; 2023Q1: 490 shares; 2023Q2: 26,586 shares; 2023Q3: 30,631 shares; 2023Q4: 30,631 shares; 2024Q1: 29,110 shares; 2024Q2: 695 shares 695 $52K 0.03% -28,415 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,528 shares; 2022Q4: 1,655 shares; 2023Q1: 1,602 shares; 2023Q2: 1,530 shares; 2023Q3: not reported; 2023Q4: 937 shares; 2024Q1: 907 shares; 2024Q2: 755 shares 755 $51.1K 0.03% -152 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 72,774 shares; 2022Q4: 37,308 shares; 2023Q1: 46,243 shares; 2023Q2: 9,639 shares; 2023Q3: 9,639 shares; 2023Q4: 9,659 shares; 2024Q1: 9,578 shares; 2024Q2: 1,285 shares 1,285 $51K 0.03% -8,293 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 32,827 shares; 2022Q4: 23,251 shares; 2023Q1: 8,975 shares; 2023Q2: 22,161 shares; 2023Q3: 17,252 shares; 2023Q4: 15,823 shares; 2024Q1: 14,215 shares; 2024Q2: 943 shares 943 $50.5K 0.03% -13,272 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares; 2024Q2: 1,020 shares 1,020 $50.1K 0.03% -100 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 245 shares; 2023Q3: not reported; 2023Q4: 460 shares; 2024Q1: 651 shares; 2024Q2: 604 shares 604 $50K 0.03% -47 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,490 shares; 2022Q4: 3,585 shares; 2023Q1: 3,525 shares; 2023Q2: 1,113 shares; 2023Q3: not reported; 2023Q4: 1,221 shares; 2024Q1: 1,253 shares; 2024Q2: 310 shares 310 $49.3K 0.03% -943 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 739 shares; 2023Q1: 739 shares; 2023Q2: 757 shares; 2023Q3: not reported; 2023Q4: 779 shares; 2024Q1: 751 shares; 2024Q2: 311 shares 311 $49.2K 0.03% -440 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,671 shares; 2022Q4: 1,605 shares; 2023Q1: 1,605 shares; 2023Q2: 1,587 shares; 2023Q3: not reported; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,414 shares 1,414 $49K 0.03% -26 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,016 shares; 2022Q4: 8,816 shares; 2023Q1: 9,332 shares; 2023Q2: 6,076 shares; 2023Q3: 6,028 shares; 2023Q4: 5,255 shares; 2024Q1: 3,200 shares; 2024Q2: 830 shares 830 $48.2K 0.03% -2,370 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,925 shares; 2024Q1: 2,603 shares; 2024Q2: 1,066 shares 1,066 $47.9K 0.03% -1,537 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 995 shares; 2023Q1: 995 shares; 2023Q2: 1,126 shares; 2023Q3: not reported; 2023Q4: 1,255 shares; 2024Q1: 1,011 shares; 2024Q2: 851 shares 851 $47.7K 0.03% -160 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,175 shares; 2022Q4: 3,175 shares; 2023Q1: 3,175 shares; 2023Q2: 3,182 shares; 2023Q3: 3,155 shares; 2023Q4: 3,155 shares; 2024Q1: 3,155 shares; 2024Q2: 525 shares 525 $46.9K 0.03% -2,630 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 498 shares; 2023Q1: 1,053 shares; 2023Q2: 2,219 shares; 2023Q3: 2,814 shares; 2023Q4: 2,574 shares; 2024Q1: 2,261 shares; 2024Q2: 579 shares 579 $46.3K 0.03% -1,682 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; 2022Q3: 32,769 shares; 2022Q4: 2,700 shares; 2023Q1: 3,925 shares; 2023Q2: 6,800 shares; 2023Q3: not reported; 2023Q4: 13,394 shares; 2024Q1: 13,694 shares; 2024Q2: 2,819 shares 2,819 $45.7K 0.03% -10,875 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 81 shares; 2023Q1: 60 shares; 2023Q2: 77 shares; 2023Q3: not reported; 2023Q4: 254 shares; 2024Q1: 1,104 shares; 2024Q2: 250 shares 250 $45.5K 0.03% -854 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 424 shares; 2023Q1: 359 shares; 2023Q2: 322 shares; 2023Q3: not reported; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 76 shares 76 $45.2K 0.03% -211 Timeline BUFT 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares 2,050 $44.7K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,415 shares; 2022Q4: 11,821 shares; 2023Q1: 12,381 shares; 2023Q2: 8,395 shares; 2023Q3: 8,398 shares; 2023Q4: 10,088 shares; 2024Q1: 14,000 shares; 2024Q2: 1,420 shares 1,420 $44K 0.03% -12,580 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 4,950 shares; 2023Q1: 5,306 shares; 2023Q2: 7,084 shares; 2023Q3: 6,821 shares; 2023Q4: 6,626 shares; 2024Q1: 24,678 shares; 2024Q2: 1,309 shares 1,309 $43.8K 0.03% -23,369 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,235 shares; 2023Q1: 950 shares; 2023Q2: 924 shares; 2023Q3: not reported; 2023Q4: 1,424 shares; 2024Q1: 3,354 shares; 2024Q2: 864 shares 864 $43.6K 0.03% -2,490 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; 2022Q3: 18,176 shares; 2022Q4: 14,127 shares; 2023Q1: 14,441 shares; 2023Q2: 4,299 shares; 2023Q3: 4,408 shares; 2023Q4: 3,518 shares; 2024Q1: 3,395 shares; 2024Q2: 436 shares 436 $43.3K 0.03% -2,959 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 162 shares; 2023Q1: 137 shares; 2023Q2: 137 shares; 2023Q3: not reported; 2023Q4: 37 shares; 2024Q1: 137 shares; 2024Q2: 100 shares 100 $42.7K 0.03% -37 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,803 shares; 2022Q4: 1,363 shares; 2023Q1: 1,363 shares; 2023Q2: 1,363 shares; 2023Q3: not reported; 2023Q4: 1,363 shares; 2024Q1: 1,363 shares; 2024Q2: 363 shares 363 $42.3K 0.03% -1,000 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; 2022Q3: not reported; 2022Q4: 520 shares; 2023Q1: 520 shares; 2023Q2: 520 shares; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 530 shares; 2024Q2: 300 shares 300 $41.9K 0.03% -230 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,832 shares; 2022Q4: 1,066 shares; 2023Q1: 1,068 shares; 2023Q2: 1,070 shares; 2023Q3: not reported; 2023Q4: 1,128 shares; 2024Q1: 1,187 shares; 2024Q2: 818 shares 818 $41.6K 0.02% -369 Timeline FPXI 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 795 shares; 2024Q1: 876 shares; 2024Q2: 880 shares 880 $41.5K 0.02% +4 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 317 shares; 2024Q2: 997 shares 997 $41.2K 0.02% +680 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,847 shares; 2023Q1: 2,847 shares; 2023Q2: 2,847 shares; 2023Q3: not reported; 2023Q4: 2,847 shares; 2024Q1: 2,847 shares; 2024Q2: 2,847 shares 2,847 $40.7K 0.02% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 610 shares; 2024Q1: 570 shares; 2024Q2: 570 shares 570 $40.5K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,884 shares; 2023Q1: 1,959 shares; 2023Q2: 1,959 shares; 2023Q3: 1,959 shares; 2023Q4: 1,950 shares; 2024Q1: 1,950 shares; 2024Q2: 333 shares 333 $40.3K 0.02% -1,617 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 4,830 shares; 2023Q1: 4,830 shares; 2023Q2: 4,830 shares; 2023Q3: 4,830 shares; 2023Q4: 4,692 shares; 2024Q1: 4,392 shares; 2024Q2: 812 shares 812 $40K 0.02% -3,580 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 39 shares; 2023Q3: not reported; 2023Q4: 738 shares; 2024Q1: 716 shares; 2024Q2: 726 shares 726 $40K 0.02% +10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,576 shares; 2022Q4: 9,041 shares; 2023Q1: 9,431 shares; 2023Q2: 3,627 shares; 2023Q3: 3,673 shares; 2023Q4: 3,548 shares; 2024Q1: 3,474 shares; 2024Q2: 240 shares 240 $39.6K 0.02% -3,234 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 259 shares; 2023Q3: not reported; 2023Q4: 673 shares; 2024Q1: 748 shares; 2024Q2: 855 shares 855 $39K 0.02% +107 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; 2022Q3: 3,235 shares; 2022Q4: 2,895 shares; 2023Q1: 3,198 shares; 2023Q2: 1,809 shares; 2023Q3: 1,732 shares; 2023Q4: 1,637 shares; 2024Q1: 1,733 shares; 2024Q2: 171 shares 171 $38.7K 0.02% -1,562 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 136 shares; 2023Q3: not reported; 2023Q4: 3,113 shares; 2024Q1: 3,763 shares; 2024Q2: 1,413 shares 1,413 $38K 0.02% -2,350 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 160 shares; 2024Q1: 314 shares; 2024Q2: 430 shares 430 $36.3K 0.02% +116 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,016 shares; 2023Q2: 1,028 shares; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 1 shares; 2024Q2: 1,601 shares 1,601 $35.6K 0.02% +1,600 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,900 shares; 2024Q1: 6,070 shares; 2024Q2: 850 shares 850 $35K 0.02% -5,220 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; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $34.9K 0.02% 0 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; 2022Q3: 3,968 shares; 2022Q4: 250 shares; 2023Q1: 200 shares; 2023Q2: 212 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $34.7K 0.02% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares 1,500 $34.5K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,497 shares; 2022Q4: 2,518 shares; 2023Q1: 2,489 shares; 2023Q2: 771 shares; 2023Q3: not reported; 2023Q4: 498 shares; 2024Q1: 469 shares; 2024Q2: 291 shares 291 $34.1K 0.02% -178 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,277 shares; 2022Q4: 9,146 shares; 2023Q1: 9,402 shares; 2023Q2: 795 shares; 2023Q3: not reported; 2023Q4: 727 shares; 2024Q1: 1,387 shares; 2024Q2: 338 shares 338 $33.9K 0.02% -1,049 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 62,855 shares; 2022Q4: 39,101 shares; 2023Q1: 38,758 shares; 2023Q2: 4,551 shares; 2023Q3: not reported; 2023Q4: 4,758 shares; 2024Q1: 3,766 shares; 2024Q2: 561 shares 561 $33.3K 0.02% -3,205 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,114 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: not reported; 2023Q4: 4,171 shares; 2024Q1: 4,188 shares; 2024Q2: 329 shares 329 $33.2K 0.02% -3,859 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; 2022Q3: 5,117 shares; 2022Q4: 4,364 shares; 2023Q1: 4,399 shares; 2023Q2: 58 shares; 2023Q3: not reported; 2023Q4: 33 shares; 2024Q1: 163 shares; 2024Q2: 100 shares 100 $32.9K 0.02% -63 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,742 shares; 2022Q4: 5,375 shares; 2023Q1: 106 shares; 2023Q2: 14,003 shares; 2023Q3: 11,644 shares; 2023Q4: 10,996 shares; 2024Q1: 8,698 shares; 2024Q2: 357 shares 357 $32.8K 0.02% -8,341 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; 2022Q3: 4,383 shares; 2022Q4: 2,668 shares; 2023Q1: 2,828 shares; 2023Q2: 560 shares; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 987 shares; 2024Q2: 85 shares 85 $32.6K 0.02% -902 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 427 shares; 2024Q2: 609 shares 609 $32.4K 0.02% +182 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,292 shares; 2022Q4: 1,037 shares; 2023Q1: 1,251 shares; 2023Q2: 1,061 shares; 2023Q3: not reported; 2023Q4: 928 shares; 2024Q1: 880 shares; 2024Q2: 164 shares 164 $31.9K 0.02% -716 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,674 shares; 2022Q4: 1,823 shares; 2023Q1: 1,748 shares; 2023Q2: 908 shares; 2023Q3: not reported; 2023Q4: 1,013 shares; 2024Q1: 1,410 shares; 2024Q2: 122 shares 122 $31.4K 0.02% -1,288 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 650 shares; 2023Q3: not reported; 2023Q4: 875 shares; 2024Q1: 475 shares; 2024Q2: 475 shares 475 $31.3K 0.02% 0 Timeline FTA 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; 2022Q3: not reported; 2022Q4: 1,230 shares; 2023Q1: 1,230 shares; 2023Q2: 250 shares; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 425 shares 425 $31.3K 0.02% +175 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 75 shares; 2023Q2: 256 shares; 2023Q3: not reported; 2023Q4: 594 shares; 2024Q1: 719 shares; 2024Q2: 808 shares 808 $31.1K 0.02% +89 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 795 shares; 2023Q1: 1,706 shares; 2023Q2: 2,658 shares; 2023Q3: 4,569 shares; 2023Q4: 1,471 shares; 2024Q1: 1,382 shares; 2024Q2: 421 shares 421 $31K 0.02% -961 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $30.9K 0.02% 0 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 840 shares; 2023Q2: 840 shares; 2023Q3: not reported; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 840 shares 840 $30.7K 0.02% 0 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: not reported; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 800 shares 800 $30.2K 0.02% -300 MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 164 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: not reported; 2023Q4: 40 shares; 2024Q1: 165 shares; 2024Q2: 125 shares 125 $30.2K 0.02% -40 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,636 shares; 2023Q1: 2,636 shares; 2023Q2: 2,636 shares; 2023Q3: not reported; 2023Q4: 2,636 shares; 2024Q1: 2,636 shares; 2024Q2: 2,636 shares 2,636 $30.2K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,572 shares; 2023Q1: 5,634 shares; 2023Q2: 9,683 shares; 2023Q3: 13,267 shares; 2023Q4: 14,735 shares; 2024Q1: 14,194 shares; 2024Q2: 800 shares 800 $30.1K 0.02% -13,394 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,276 shares; 2023Q1: 3,276 shares; 2023Q2: 2,616 shares; 2023Q3: not reported; 2023Q4: 2,616 shares; 2024Q1: 2,616 shares; 2024Q2: 900 shares 900 $29.8K 0.02% -1,716 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; 2022Q3: 5,325 shares; 2022Q4: 4,163 shares; 2023Q1: 4,142 shares; 2023Q2: 2,905 shares; 2023Q3: 2,932 shares; 2023Q4: 4,474 shares; 2024Q1: 4,408 shares; 2024Q2: 339 shares 339 $29.7K 0.02% -4,069 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,632 shares; 2022Q4: 3,995 shares; 2023Q1: 3,198 shares; 2023Q2: 504 shares; 2023Q3: not reported; 2023Q4: 695 shares; 2024Q1: 556 shares; 2024Q2: 452 shares 452 $29.6K 0.02% -104 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; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 150 shares; 2024Q2: 100 shares 100 $29.4K 0.02% -50 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; 2022Q3: 3,090 shares; 2022Q4: 2,160 shares; 2023Q1: 1,835 shares; 2023Q2: 1,835 shares; 2023Q3: not reported; 2023Q4: 1,785 shares; 2024Q1: 1,690 shares; 2024Q2: 240 shares 240 $29.4K 0.02% -1,450 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,220 shares; 2022Q4: 5,077 shares; 2023Q1: 4,002 shares; 2023Q2: 4,021 shares; 2023Q3: 4,042 shares; 2023Q4: 4,509 shares; 2024Q1: 4,084 shares; 2024Q2: 450 shares 450 $29.2K 0.02% -3,634 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; 2022Q3: 74,679 shares; 2022Q4: 68,425 shares; 2023Q1: 11,699 shares; 2023Q2: 68,067 shares; 2023Q3: 64,565 shares; 2023Q4: 64,007 shares; 2024Q1: 61,509 shares; 2024Q2: 590 shares 590 $29.2K 0.02% -60,919 Timeline GSIE 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; 2022Q3: 46,458 shares; 2022Q4: 37,111 shares; 2023Q1: 664 shares; 2023Q2: 29,685 shares; 2023Q3: 29,984 shares; 2023Q4: 30,251 shares; 2024Q1: 35,064 shares; 2024Q2: 864 shares 864 $29.1K 0.02% -34,200 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,266 shares; 2023Q1: 1,266 shares; 2023Q2: 1,266 shares; 2023Q3: not reported; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares 1,351 $29K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,910 shares; 2022Q4: 862 shares; 2023Q1: 863 shares; 2023Q2: 870 shares; 2023Q3: not reported; 2023Q4: 1,002 shares; 2024Q1: 1,002 shares; 2024Q2: 230 shares 230 $28.9K 0.02% -772 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,146 shares; 2022Q4: 23,276 shares; 2023Q1: 23,809 shares; 2023Q2: 1,767 shares; 2023Q3: not reported; 2023Q4: 1,979 shares; 2024Q1: 1,979 shares; 2024Q2: 450 shares 450 $28.5K 0.02% -1,529 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130 shares 130 $27.9K 0.02% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 290 shares; 2023Q3: not reported; 2023Q4: 591 shares; 2024Q1: 591 shares; 2024Q2: 591 shares 591 $27.8K 0.02% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $27.7K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,465 shares; 2022Q4: 20,662 shares; 2023Q1: 19,317 shares; 2023Q2: 7,203 shares; 2023Q3: not reported; 2023Q4: 6,185 shares; 2024Q1: 3,208 shares; 2024Q2: 2,092 shares 2,092 $27.6K 0.02% -1,116 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,137 shares; 2023Q1: 1,137 shares; 2023Q2: 1,444 shares; 2023Q3: not reported; 2023Q4: 2,284 shares; 2024Q1: 2,284 shares; 2024Q2: 1,921 shares 1,921 $27.6K 0.02% -363 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,008 shares; 2022Q4: 1,675 shares; 2023Q1: 1,880 shares; 2023Q2: 2,326 shares; 2023Q3: not reported; 2023Q4: 1,875 shares; 2024Q1: 1,778 shares; 2024Q2: 550 shares 550 $27.5K 0.02% -1,228 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; 2022Q3: 14,251 shares; 2022Q4: 11,246 shares; 2023Q1: 12,347 shares; 2023Q2: 2,126 shares; 2023Q3: 2,229 shares; 2023Q4: 2,479 shares; 2024Q1: 2,423 shares; 2024Q2: 220 shares 220 $27.2K 0.02% -2,203 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,668 shares; 2022Q4: 10,827 shares; 2023Q1: 3,301 shares; 2023Q2: 8,353 shares; 2023Q3: 6,948 shares; 2023Q4: 6,446 shares; 2024Q1: 4,828 shares; 2024Q2: 337 shares 337 $26.9K 0.02% -4,491 Timeline FDM 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 402 shares; 2024Q1: 442 shares; 2024Q2: 446 shares 446 $26.8K 0.02% +4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,628 shares; 2022Q4: 4,915 shares; 2023Q1: 4,958 shares; 2023Q2: 1,199 shares; 2023Q3: not reported; 2023Q4: 663 shares; 2024Q1: 468 shares; 2024Q2: 331 shares 331 $26.1K 0.02% -137 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 713 shares; 2023Q1: 714 shares; 2023Q2: 559 shares; 2023Q3: not reported; 2023Q4: 544 shares; 2024Q1: 544 shares; 2024Q2: 400 shares 400 $26K 0.02% -144 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: not reported; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $25.7K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,865 shares; 2023Q1: 2,355 shares; 2023Q2: 2,656 shares; 2023Q3: not reported; 2023Q4: 2,658 shares; 2024Q1: 2,703 shares; 2024Q2: 823 shares 823 $25.6K 0.02% -1,880 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 785 shares; 2023Q1: 1,276 shares; 2023Q2: 1,541 shares; 2023Q3: 1,617 shares; 2023Q4: 1,670 shares; 2024Q1: 1,602 shares; 2024Q2: 200 shares 200 $25.5K 0.02% -1,402 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,599 shares; 2022Q4: 1,615 shares; 2023Q1: 1,613 shares; 2023Q2: 1,595 shares; 2023Q3: 1,575 shares; 2023Q4: 1,950 shares; 2024Q1: 2,175 shares; 2024Q2: 146 shares 146 $25.5K 0.02% -2,029 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 889 shares; 2023Q1: 889 shares; 2023Q2: 889 shares; 2023Q3: not reported; 2023Q4: 330 shares; 2024Q1: 373 shares; 2024Q2: 125 shares 125 $24.7K 0.01% -248 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 710 shares; 2023Q1: 695 shares; 2023Q2: 695 shares; 2023Q3: not reported; 2023Q4: 315 shares; 2024Q1: 315 shares; 2024Q2: 280 shares 280 $24.6K 0.01% -35 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; 2022Q3: not reported; 2022Q4: 3,277 shares; 2023Q1: 2,977 shares; 2023Q2: 2,733 shares; 2023Q3: not reported; 2023Q4: 2,335 shares; 2024Q1: 2,235 shares; 2024Q2: 350 shares 350 $24.5K 0.01% -1,885 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 432 shares; 2023Q3: not reported; 2023Q4: 432 shares; 2024Q1: 432 shares; 2024Q2: 432 shares 432 $24.4K 0.01% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 800 shares 800 $24.2K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,445 shares; 2022Q4: 4,265 shares; 2023Q1: 4,339 shares; 2023Q2: 4,353 shares; 2023Q3: 4,353 shares; 2023Q4: 5,830 shares; 2024Q1: 5,989 shares; 2024Q2: 200 shares 200 $24.1K 0.01% -5,789 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 699 shares; 2023Q1: 699 shares; 2023Q2: 600 shares; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $23.9K 0.01% 0 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 725 shares; 2023Q1: 725 shares; 2023Q2: 725 shares; 2023Q3: not reported; 2023Q4: 725 shares; 2024Q1: 725 shares; 2024Q2: 725 shares 725 $23.8K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $23.7K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $23.5K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,363 shares; 2023Q1: 3,124 shares; 2023Q2: 3,122 shares; 2023Q3: not reported; 2023Q4: 3,186 shares; 2024Q1: 3,016 shares; 2024Q2: 400 shares 400 $23.5K 0.01% -2,616 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 33,988 shares; 2022Q4: 29,301 shares; 2023Q1: 12,424 shares; 2023Q2: 22,894 shares; 2023Q3: 18,718 shares; 2023Q4: 16,999 shares; 2024Q1: 2,731 shares; 2024Q2: 320 shares 320 $23.1K 0.01% -2,411 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; 2022Q3: 35,225 shares; 2022Q4: 15,405 shares; 2023Q1: 1,581 shares; 2023Q2: 11,340 shares; 2023Q3: 8,464 shares; 2023Q4: 8,767 shares; 2024Q1: 8,138 shares; 2024Q2: 215 shares 215 $23K 0.01% -7,923 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 4,381 shares; 2023Q1: 6,428 shares; 2023Q2: 10,103 shares; 2023Q3: 12,327 shares; 2023Q4: 11,877 shares; 2024Q1: 23,504 shares; 2024Q2: 699 shares 699 $22.8K 0.01% -22,805 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,221 shares; 2022Q4: 3,372 shares; 2023Q1: 3,931 shares; 2023Q2: 2,884 shares; 2023Q3: 2,852 shares; 2023Q4: 2,974 shares; 2024Q1: 2,799 shares; 2024Q2: 253 shares 253 $22.6K 0.01% -2,546 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 229 shares; 2023Q1: 230 shares; 2023Q2: 137 shares; 2023Q3: not reported; 2023Q4: 204 shares; 2024Q1: 505 shares; 2024Q2: 300 shares 300 $22.6K 0.01% -205 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $22.6K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,082 shares; 2023Q1: 2,030 shares; 2023Q2: 2,042 shares; 2023Q3: not reported; 2023Q4: 1,380 shares; 2024Q1: 1,325 shares; 2024Q2: 225 shares 225 $22.5K 0.01% -1,100 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 225 shares 225 $22.5K 0.01% -100 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; 2022Q3: not reported; 2022Q4: 8,115 shares; 2023Q1: 8,320 shares; 2023Q2: 900 shares; 2023Q3: not reported; 2023Q4: 2,350 shares; 2024Q1: 3,165 shares; 2024Q2: 880 shares 880 $22.3K 0.01% -2,285 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $21.7K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,067 shares; 2023Q1: 1,067 shares; 2023Q2: 607 shares; 2023Q3: not reported; 2023Q4: 713 shares; 2024Q1: 723 shares; 2024Q2: 305 shares 305 $21.4K 0.01% -418 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $21.3K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 532 shares; 2023Q1: 487 shares; 2023Q2: 487 shares; 2023Q3: not reported; 2023Q4: 487 shares; 2024Q1: 275 shares; 2024Q2: 200 shares 200 $21.3K 0.01% -75 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 515 shares; 2023Q1: 239 shares; 2023Q2: 239 shares; 2023Q3: not reported; 2023Q4: 239 shares; 2024Q1: 239 shares; 2024Q2: 126 shares 126 $21.3K 0.01% -113 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 609 shares; 2023Q1: 609 shares; 2023Q2: 509 shares; 2023Q3: not reported; 2023Q4: 359 shares; 2024Q1: 279 shares; 2024Q2: 139 shares 139 $21.1K 0.01% -140 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 717 shares; 2023Q1: 589 shares; 2023Q2: 605 shares; 2023Q3: not reported; 2023Q4: 797 shares; 2024Q1: 1,120 shares; 2024Q2: 105 shares 105 $20.9K 0.01% -1,015 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 200 shares 200 $20.3K 0.01% -100 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,216 shares; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 81 shares; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: 33 shares; 2024Q2: 100 shares 100 $20K 0.01% +67 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,439 shares; 2022Q4: 1,013 shares; 2023Q1: 1,100 shares; 2023Q2: 1,095 shares; 2023Q3: 1,110 shares; 2023Q4: 1,226 shares; 2024Q1: 1,221 shares; 2024Q2: 95 shares 95 $20K 0.01% -1,126 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,106 shares; 2023Q1: 1,306 shares; 2023Q2: 806 shares; 2023Q3: not reported; 2023Q4: 1,106 shares; 2024Q1: 1,156 shares; 2024Q2: 750 shares 750 $19.9K 0.01% -406 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; 2022Q3: 11,013 shares; 2022Q4: 4,987 shares; 2023Q1: 3,423 shares; 2023Q2: 3,925 shares; 2023Q3: 3,842 shares; 2023Q4: 4,129 shares; 2024Q1: 4,314 shares; 2024Q2: 418 shares 418 $19.9K 0.01% -3,896 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $19.7K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 60,693 shares; 2022Q4: 37,530 shares; 2023Q1: 35,987 shares; 2023Q2: 3,006 shares; 2023Q3: not reported; 2023Q4: 2,946 shares; 2024Q1: 3,531 shares; 2024Q2: 545 shares 545 $19.7K 0.01% -2,986 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 4,460 shares; 2023Q1: 5,460 shares; 2023Q2: 216 shares; 2023Q3: not reported; 2023Q4: 253 shares; 2024Q1: 287 shares; 2024Q2: 216 shares 216 $19.6K 0.01% -71 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,520 shares; 2023Q1: 1,520 shares; 2023Q2: 1,520 shares; 2023Q3: not reported; 2023Q4: 720 shares; 2024Q1: 720 shares; 2024Q2: 520 shares 520 $19.3K 0.01% -200 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: not reported; 2023Q4: 1,434 shares; 2024Q1: 2,202 shares; 2024Q2: 200 shares 200 $19.2K 0.01% -2,002 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $19.1K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 215 shares; 2023Q2: 168 shares; 2023Q3: not reported; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 50 shares 50 $19.1K 0.01% -98 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $19K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,588 shares; 2022Q4: 6,900 shares; 2023Q1: 6,835 shares; 2023Q2: 5,550 shares; 2023Q3: 5,550 shares; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 400 shares 400 $19K 0.01% -5,150 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,243 shares; 2023Q1: 667 shares; 2023Q2: 2,549 shares; 2023Q3: not reported; 2023Q4: 1,429 shares; 2024Q1: 1,434 shares; 2024Q2: 125 shares 125 $18.8K 0.01% -1,309 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 213 shares; 2023Q1: 493 shares; 2023Q2: 493 shares; 2023Q3: not reported; 2023Q4: 450 shares; 2024Q1: 400 shares; 2024Q2: 380 shares 380 $18.8K 0.01% -20 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: not reported; 2023Q4: 320 shares; 2024Q1: 190 shares; 2024Q2: 125 shares 125 $18.5K 0.01% -65 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 425 shares; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: not reported; 2023Q4: 461 shares; 2024Q1: 464 shares; 2024Q2: 155 shares 155 $18.5K 0.01% -309 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,131 shares; 2022Q4: 4,454 shares; 2023Q1: 4,661 shares; 2023Q2: 118 shares; 2023Q3: not reported; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares 71 $18.3K 0.01% 0 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 420 shares; 2023Q2: 620 shares; 2023Q3: not reported; 2023Q4: 620 shares; 2024Q1: 620 shares; 2024Q2: 620 shares 620 $18K 0.01% 0 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; 2022Q3: 5,008 shares; 2022Q4: 3,339 shares; 2023Q1: 3,288 shares; 2023Q2: 12 shares; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 45 shares; 2024Q2: 40 shares 40 $17.8K 0.01% -5 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 736 shares 736 $17.8K 0.01% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares 300 $17.8K 0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: not reported; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares 322 $17.7K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,473 shares; 2022Q4: 6,624 shares; 2023Q1: 6,579 shares; 2023Q2: 2,356 shares; 2023Q3: 2,281 shares; 2023Q4: 2,600 shares; 2024Q1: 2,045 shares; 2024Q2: 97 shares 97 $17.7K 0.01% -1,948 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,859 shares; 2022Q4: 40,757 shares; 2023Q1: 42,498 shares; 2023Q2: 41,467 shares; 2023Q3: 47,390 shares; 2023Q4: 61,992 shares; 2024Q1: 57,781 shares; 2024Q2: 781 shares 781 $17.5K 0.01% -57,000 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,625 shares; 2022Q4: 1,217 shares; 2023Q1: 1,200 shares; 2023Q2: 3,273 shares; 2023Q3: 5,628 shares; 2023Q4: 8,069 shares; 2024Q1: 11,997 shares; 2024Q2: 202 shares 202 $17.5K 0.01% -11,795 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,067 shares; 2023Q1: 2,067 shares; 2023Q2: 2,067 shares; 2023Q3: not reported; 2023Q4: 2,067 shares; 2024Q1: 2,067 shares; 2024Q2: 2,067 shares 2,067 $17.5K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $17.4K 0.01% 0 Timeline CALUMET SPECIALTY PRODS PART CALUMET SPECIALTY PRODS PART More: the full row for CALUMET SPECIALTY PRODS PART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 6,516 shares; 2023Q1: 6,516 shares; 2023Q2: 6,516 shares; 2023Q3: not reported; 2023Q4: 6,516 shares; 2024Q1: 6,516 shares; 2024Q2: 1,080 shares 1,080 $17.3K 0.01% -5,436 AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares 512 $17.3K 0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 622 shares; 2023Q1: 622 shares; 2023Q2: 622 shares; 2023Q3: not reported; 2023Q4: 122 shares; 2024Q1: 642 shares; 2024Q2: 642 shares 642 $17.1K 0.01% 0 Timeline FCTR 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; 2022Q3: 17,761 shares; 2022Q4: 16,687 shares; 2023Q1: 16,689 shares; 2023Q2: 16,568 shares; 2023Q3: 16,243 shares; 2023Q4: 14,343 shares; 2024Q1: 4,347 shares; 2024Q2: 550 shares 550 $17.1K 0.01% -3,797 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,600 shares; 2024Q2: 700 shares 700 $17K 0.01% -1,900 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 340 shares 340 $16.9K 0.01% new Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 525 shares; 2024Q2: 525 shares 525 $16.9K 0.01% 0 ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $16.9K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 112 shares; 2023Q1: 160 shares; 2023Q2: 73 shares; 2023Q3: not reported; 2023Q4: 71 shares; 2024Q1: 224 shares; 2024Q2: 66 shares 66 $16.8K 0.01% -158 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 456 shares; 2024Q1: 456 shares; 2024Q2: 456 shares 456 $16.8K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,894 shares; 2022Q4: 8,305 shares; 2023Q1: 1,852 shares; 2023Q2: 3,346 shares; 2023Q3: not reported; 2023Q4: 2,252 shares; 2024Q1: 2,150 shares; 2024Q2: 531 shares 531 $16.8K 0.01% -1,619 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,191 shares; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,153 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $16.7K 0.01% 0 Timeline SUPER MICRO COMPUTER INC 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; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 63 shares; 2024Q2: 20 shares 20 $16.4K 0.01% -43 CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $16.4K 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 450 shares 450 $16.3K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 585 shares; 2023Q1: 385 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 186 shares; 2024Q1: 187 shares; 2024Q2: 60 shares 60 $16.2K 0.01% -127 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,968 shares; 2022Q4: 3,333 shares; 2023Q1: 3,333 shares; 2023Q2: 3,333 shares; 2023Q3: not reported; 2023Q4: 3,333 shares; 2024Q1: 3,333 shares; 2024Q2: 3,333 shares 3,333 $16.2K 0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 190 shares; 2023Q3: not reported; 2023Q4: 95 shares; 2024Q1: 235 shares; 2024Q2: 140 shares 140 $16.1K 0.01% -95 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; 2022Q3: not reported; 2022Q4: 632 shares; 2023Q1: 234 shares; 2023Q2: 589 shares; 2023Q3: not reported; 2023Q4: 473 shares; 2024Q1: 484 shares; 2024Q2: 52 shares 52 $16K 0.01% -432 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 66,748 shares; 2022Q4: 103,960 shares; 2023Q1: 106,928 shares; 2023Q2: 109,701 shares; 2023Q3: 110,735 shares; 2023Q4: 121,984 shares; 2024Q1: 100,627 shares; 2024Q2: 859 shares 859 $15.9K 0.01% -99,768 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 104 shares; 2023Q1: 105 shares; 2023Q2: 106 shares; 2023Q3: not reported; 2023Q4: 123 shares; 2024Q1: 165 shares; 2024Q2: 55 shares 55 $15.8K 0.01% -110 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 271 shares; 2023Q1: 261 shares; 2023Q2: 261 shares; 2023Q3: not reported; 2023Q4: 261 shares; 2024Q1: 261 shares; 2024Q2: 261 shares 261 $15.5K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,029 shares; 2023Q1: 3,389 shares; 2023Q2: 3,770 shares; 2023Q3: 4,012 shares; 2023Q4: 5,145 shares; 2024Q1: 4,749 shares; 2024Q2: 165 shares 165 $15.4K 0.01% -4,584 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,611 shares; 2022Q4: 2,893 shares; 2023Q1: 2,521 shares; 2023Q2: 2,333 shares; 2023Q3: not reported; 2023Q4: 1,945 shares; 2024Q1: 2,364 shares; 2024Q2: 306 shares 306 $15.3K 0.01% -2,058 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 264 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: not reported; 2023Q4: 147 shares; 2024Q1: 257 shares; 2024Q2: 110 shares 110 $15.3K 0.01% -147 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 30,628 shares; 2022Q4: 8,700 shares; 2023Q1: 8,700 shares; 2023Q2: 8,700 shares; 2023Q3: not reported; 2023Q4: 8,700 shares; 2024Q1: 9,200 shares; 2024Q2: 5,400 shares 5,400 $15.3K 0.01% -3,800 JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares 300 $15.2K 0.01% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares 200 $15K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 232 shares; 2023Q2: 463 shares; 2023Q3: not reported; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 157 shares 157 $15K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 272 shares; 2024Q1: 2,888 shares; 2024Q2: 271 shares 271 $14.8K 0.01% -2,617 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,259 shares; 2022Q4: 314 shares; 2023Q1: 320 shares; 2023Q2: 489 shares; 2023Q3: not reported; 2023Q4: 654 shares; 2024Q1: 628 shares; 2024Q2: 47 shares 47 $14.7K 0.01% -581 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 515 shares; 2024Q1: 515 shares; 2024Q2: 515 shares 515 $14.7K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,719 shares; 2023Q1: 1,719 shares; 2023Q2: 188 shares; 2023Q3: not reported; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 150 shares 150 $14.6K 0.01% -30 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 210 shares; 2023Q3: not reported; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 110 shares 110 $14.5K 0.01% -100 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,279 shares; 2023Q1: 3,279 shares; 2023Q2: 2,913 shares; 2023Q3: not reported; 2023Q4: 2,941 shares; 2024Q1: 2,863 shares; 2024Q2: 313 shares 313 $14.5K 0.01% -2,550 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,677 shares; 2022Q4: 8 shares; 2023Q1: 108 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $14.5K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 944 shares; 2023Q1: 944 shares; 2023Q2: 944 shares; 2023Q3: not reported; 2023Q4: 4,268 shares; 2024Q1: 4,454 shares; 2024Q2: 194 shares 194 $14.4K 0.01% -4,260 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 411 shares; 2023Q1: 431 shares; 2023Q2: 110 shares; 2023Q3: not reported; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 90 shares 90 $14.3K 0.01% -20 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 400 shares 400 $14.2K 0.01% +200 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; 2022Q3: 13,005 shares; 2022Q4: 9,804 shares; 2023Q1: 10,099 shares; 2023Q2: 2,837 shares; 2023Q3: not reported; 2023Q4: 3,427 shares; 2024Q1: 3,228 shares; 2024Q2: 250 shares 250 $14.1K 0.01% -2,978 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 187 shares; 2023Q3: not reported; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 737 shares 737 $14K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,542 shares; 2022Q4: 5,145 shares; 2023Q1: 4,685 shares; 2023Q2: 4,145 shares; 2023Q3: not reported; 2023Q4: 1,874 shares; 2024Q1: 1,367 shares; 2024Q2: 179 shares 179 $14K 0.01% -1,188 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 930 shares; 2023Q1: 5,825 shares; 2023Q2: 8,212 shares; 2023Q3: 10,517 shares; 2023Q4: 2,875 shares; 2024Q1: 1,833 shares; 2024Q2: 281 shares 281 $13.9K 0.01% -1,552 Timeline FUMB 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 676 shares; 2024Q1: 682 shares; 2024Q2: 687 shares 687 $13.8K 0.01% +5 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 98,566 shares; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: not reported; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: 218 shares 218 $13.7K 0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $13.7K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 400 shares; 2023Q1: 455 shares; 2023Q2: 467 shares; 2023Q3: not reported; 2023Q4: 255 shares; 2024Q1: 262 shares; 2024Q2: 207 shares 207 $13.5K 0.01% -55 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $13.5K 0.01% 0 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,157 shares; 2022Q4: 1,659 shares; 2023Q1: 1,188 shares; 2023Q2: 1,130 shares; 2023Q3: not reported; 2023Q4: 1,084 shares; 2024Q1: 1,084 shares; 2024Q2: 84 shares 84 $13.4K 0.01% -1,000 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 125 shares 125 $13.3K 0.01% -60 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 564 shares; 2023Q1: 1,086 shares; 2023Q2: 1,236 shares; 2023Q3: not reported; 2023Q4: 1,517 shares; 2024Q1: 1,404 shares; 2024Q2: 462 shares 462 $13.3K 0.01% -942 SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 247 shares 247 $13.1K 0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,720 shares; 2022Q4: 2,237 shares; 2023Q1: 2,237 shares; 2023Q2: 2,237 shares; 2023Q3: not reported; 2023Q4: 2,237 shares; 2024Q1: 2,237 shares; 2024Q2: 240 shares 240 $13.1K 0.01% -1,997 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 280 shares; 2024Q2: 245 shares 245 $13K 0.01% -35 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 65 shares; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 47 shares 47 $12.9K 0.01% -18 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75 shares 75 $12.9K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 511 shares; 2023Q1: 329 shares; 2023Q2: 389 shares; 2023Q3: not reported; 2023Q4: 719 shares; 2024Q1: 691 shares; 2024Q2: 65 shares 65 $12.6K 0.01% -626 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 529 shares; 2023Q1: 142 shares; 2023Q2: 497 shares; 2023Q3: not reported; 2023Q4: 584 shares; 2024Q1: 601 shares; 2024Q2: 250 shares 250 $12.6K 0.01% -351 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $12.5K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,944 shares; 2022Q4: 1,055 shares; 2023Q1: 1,055 shares; 2023Q2: 1,345 shares; 2023Q3: not reported; 2023Q4: 1,679 shares; 2024Q1: 1,617 shares; 2024Q2: 175 shares 175 $12.5K 0.01% -1,442 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,482 shares; 2022Q4: 403 shares; 2023Q1: 404 shares; 2023Q2: 405 shares; 2023Q3: not reported; 2023Q4: 368 shares; 2024Q1: 368 shares; 2024Q2: 100 shares 100 $12.4K 0.01% -268 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: not reported; 2023Q4: 540 shares; 2024Q1: 590 shares; 2024Q2: 120 shares 120 $12.3K 0.01% -470 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,536 shares; 2022Q4: 4,972 shares; 2023Q1: 2,695 shares; 2023Q2: 5,451 shares; 2023Q3: 6,407 shares; 2023Q4: 7,751 shares; 2024Q1: 4,830 shares; 2024Q2: 312 shares 312 $12.2K 0.01% -4,518 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,189 shares; 2023Q1: 1,135 shares; 2023Q2: 2,189 shares; 2023Q3: not reported; 2023Q4: 2,189 shares; 2024Q1: 1,957 shares; 2024Q2: 135 shares 135 $12.1K 0.01% -1,822 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 250 shares 250 $11.9K 0.01% +50 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $11.8K 0.01% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 857 shares; 2023Q1: 660 shares; 2023Q2: 1,334 shares; 2023Q3: not reported; 2023Q4: 1,338 shares; 2024Q1: 1,345 shares; 2024Q2: 660 shares 660 $11.8K 0.01% -685 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,176 shares; 2022Q4: 5,960 shares; 2023Q1: 6,205 shares; 2023Q2: 5,993 shares; 2023Q3: 5,385 shares; 2023Q4: 4,789 shares; 2024Q1: 4,441 shares; 2024Q2: 166 shares 166 $11.8K 0.01% -4,275 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 127 shares; 2023Q1: 1,152 shares; 2023Q2: 1,152 shares; 2023Q3: not reported; 2023Q4: 1,152 shares; 2024Q1: 1,167 shares; 2024Q2: 120 shares 120 $11.7K 0.01% -1,047 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares 80 $11.6K 0.01% 0 Timeline FNX 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; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 1,769 shares; 2023Q2: 3,980 shares; 2023Q3: 5,585 shares; 2023Q4: 5,644 shares; 2024Q1: 4,965 shares; 2024Q2: 106 shares 106 $11.5K 0.01% -4,859 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 3,534 shares; 2023Q1: 312 shares; 2023Q2: 369 shares; 2023Q3: not reported; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 224 shares 224 $11.5K 0.01% -254 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 255 shares; 2024Q2: 255 shares 255 $11.4K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,421 shares; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: not reported; 2023Q4: 1,276 shares; 2024Q1: 1,150 shares; 2024Q2: 150 shares 150 $11.4K 0.01% -1,000 Timeline EDOW 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; 2022Q3: not reported; 2022Q4: 990 shares; 2023Q1: 890 shares; 2023Q2: 890 shares; 2023Q3: not reported; 2023Q4: 790 shares; 2024Q1: 790 shares; 2024Q2: 340 shares 340 $11.4K 0.01% -450 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,354 shares; 2023Q1: 1,354 shares; 2023Q2: 1,354 shares; 2023Q3: not reported; 2023Q4: 1,354 shares; 2024Q1: 1,565 shares; 2024Q2: 211 shares 211 $11.3K 0.01% -1,354 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,600 shares; 2023Q1: 1,600 shares; 2023Q2: 1,600 shares; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares 1,600 $11.3K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 201 shares; 2023Q2: 252 shares; 2023Q3: not reported; 2023Q4: 524 shares; 2024Q1: 537 shares; 2024Q2: 306 shares 306 $11.3K 0.01% -231 Timeline PACTIV EVERGREEN INC PACTIV EVERGREEN INC More: the full row for PACTIV EVERGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $11.3K 0.01% 0 BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: not reported; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares; 2024Q2: 560 shares 560 $11.2K 0.01% -560 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 89 shares; 2023Q1: 7 shares; 2023Q2: 195 shares; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 177 shares; 2024Q2: 220 shares 220 $11.1K 0.01% +43 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; 2022Q3: 2,642 shares; 2022Q4: 1,143 shares; 2023Q1: 593 shares; 2023Q2: 599 shares; 2023Q3: not reported; 2023Q4: 593 shares; 2024Q1: 593 shares; 2024Q2: 70 shares 70 $11K 0.01% -523 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; 2022Q3: 4,186 shares; 2022Q4: 912 shares; 2023Q1: 483 shares; 2023Q2: 258 shares; 2023Q3: not reported; 2023Q4: 157 shares; 2024Q1: 1,263 shares; 2024Q2: 83 shares 83 $10.9K 0.01% -1,180 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,735 shares; 2023Q1: 1,735 shares; 2023Q2: 1,735 shares; 2023Q3: not reported; 2023Q4: 1,682 shares; 2024Q1: 1,882 shares; 2024Q2: 582 shares 582 $10.9K 0.01% -1,300 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares 250 $10.9K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 13 shares; 2023Q2: 10 shares; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $10.8K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,765 shares; 2022Q4: 4,725 shares; 2023Q1: 4,725 shares; 2023Q2: 4,725 shares; 2023Q3: not reported; 2023Q4: 4,725 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $10.8K 0.01% 0 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; 2022Q3: not reported; 2022Q4: 334 shares; 2023Q1: 299 shares; 2023Q2: 285 shares; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 282 shares; 2024Q2: 43 shares 43 $10.8K 0.01% -239 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 241 shares; 2023Q1: 241 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $10.7K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 426 shares; 2023Q1: 627 shares; 2023Q2: 628 shares; 2023Q3: not reported; 2023Q4: 254 shares; 2024Q1: 255 shares; 2024Q2: 256 shares 256 $10.7K 0.01% +1 Timeline FDTS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 252 shares; 2024Q1: 256 shares; 2024Q2: 259 shares 259 $10.7K 0.01% +3 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: not reported; 2023Q4: 425 shares; 2024Q1: 425 shares; 2024Q2: 425 shares 425 $10.6K 0.01% 0 Timeline EASTERLY GOVERNMENT PROPERT… EASTERLY GOVERNMENT PROPERTIES More: the full row for EASTERLY GOVERNMENT PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 855 shares; 2024Q2: 855 shares 855 $10.6K 0.01% 0 QQEW 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; 2022Q3: not reported; 2022Q4: 465 shares; 2023Q1: 465 shares; 2023Q2: 315 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 942 shares; 2024Q2: 85 shares 85 $10.5K 0.01% -857 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; 2022Q3: not reported; 2022Q4: 1,007 shares; 2023Q1: 976 shares; 2023Q2: 976 shares; 2023Q3: not reported; 2023Q4: 805 shares; 2024Q1: 750 shares; 2024Q2: 47 shares 47 $10.4K 0.01% -703 Timeline ROBT 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; 2022Q3: not reported; 2022Q4: 795 shares; 2023Q1: 1,046 shares; 2023Q2: 1,046 shares; 2023Q3: not reported; 2023Q4: 1,691 shares; 2024Q1: 1,691 shares; 2024Q2: 245 shares 245 $10.4K 0.01% -1,446 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 615 shares; 2023Q1: 687 shares; 2023Q2: 567 shares; 2023Q3: not reported; 2023Q4: 277 shares; 2024Q1: 277 shares; 2024Q2: 277 shares 277 $10.2K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,769 shares; 2022Q4: 1,844 shares; 2023Q1: 1,399 shares; 2023Q2: 1,299 shares; 2023Q3: not reported; 2023Q4: 1,379 shares; 2024Q1: 1,375 shares; 2024Q2: 101 shares 101 $10.2K 0.01% -1,274 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 131 shares; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: not reported; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 131 shares 131 $10.1K 0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $10K 0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 420 shares; 2023Q3: not reported; 2023Q4: 1,220 shares; 2024Q1: 1,100 shares; 2024Q2: 200 shares 200 $10K 0.01% -900 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $9.97K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 313 shares; 2023Q1: 313 shares; 2023Q2: 42 shares; 2023Q3: not reported; 2023Q4: 283 shares; 2024Q1: 537 shares; 2024Q2: 33 shares 33 $9.86K 0.01% -504 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,112 shares; 2022Q4: 6,872 shares; 2023Q1: 1,583 shares; 2023Q2: 8,516 shares; 2023Q3: 8,601 shares; 2023Q4: 7,534 shares; 2024Q1: 8,016 shares; 2024Q2: 131 shares 131 $9.81K 0.01% -7,885 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $9.8K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 58 shares; 2023Q3: not reported; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares 58 $9.78K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 101 shares; 2023Q1: 251 shares; 2023Q2: 251 shares; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 251 shares; 2024Q2: 150 shares 150 $9.74K 0.01% -101 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,928 shares; 2022Q4: 4,476 shares; 2023Q1: 5,150 shares; 2023Q2: 2,664 shares; 2023Q3: not reported; 2023Q4: 2,441 shares; 2024Q1: 2,222 shares; 2024Q2: 273 shares 273 $9.72K 0.01% -1,949 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 250 shares 250 $9.7K 0.01% +125 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 617 shares; 2023Q1: 617 shares; 2023Q2: 517 shares; 2023Q3: not reported; 2023Q4: 495 shares; 2024Q1: 280 shares; 2024Q2: 167 shares 167 $9.68K 0.01% -113 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: not reported; 2023Q2: 302 shares; 2023Q3: not reported; 2023Q4: 357 shares; 2024Q1: 360 shares; 2024Q2: 363 shares 363 $9.67K 0.01% +3 Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 6,050 shares; 2023Q1: 6,050 shares; 2023Q2: 14,900 shares; 2023Q3: 16,525 shares; 2023Q4: 17,125 shares; 2024Q1: 95,125 shares; 2024Q2: 3,200 shares 3,200 $9.63K 0.01% -91,925 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,055 shares; 2023Q1: 1,855 shares; 2023Q2: 1,800 shares; 2023Q3: not reported; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares 1,800 $9.63K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 127,786 shares; 2022Q4: 24,091 shares; 2023Q1: 18,989 shares; 2023Q2: 5,331 shares; 2023Q3: not reported; 2023Q4: 5,188 shares; 2024Q1: 4,026 shares; 2024Q2: 294 shares 294 $9.62K 0.01% -3,732 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; 2022Q3: not reported; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares 325 $9.6K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,164 shares; 2023Q1: 2,164 shares; 2023Q2: 360 shares; 2023Q3: not reported; 2023Q4: 248 shares; 2024Q1: 337 shares; 2024Q2: 248 shares 248 $9.55K 0.01% -89 Timeline QCLN 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; 2022Q3: 18,838 shares; 2022Q4: 16,950 shares; 2023Q1: 16,188 shares; 2023Q2: 14,112 shares; 2023Q3: 11,922 shares; 2023Q4: 8,368 shares; 2024Q1: 3,030 shares; 2024Q2: 280 shares 280 $9.52K 0.01% -2,750 Timeline