SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258,152 shares; 2025Q1: 380,718 shares; 2025Q2: 242,591 shares; 2025Q3: 180,750 shares; 2025Q4: 135,603 shares; 2026Q1: 318,143 shares; 2026Q2: 192,708 shares 192,708 $15.8M 6.55% -125,435 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56,299 shares; 2025Q1: 62,964 shares; 2025Q2: 67,269 shares; 2025Q3: 70,320 shares; 2025Q4: 68,535 shares; 2026Q1: 81,168 shares; 2026Q2: 90,876 shares 90,876 $10.6M 4.41% +9,708 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,494 shares; 2025Q1: 66,811 shares; 2025Q2: 77,660 shares; 2025Q3: 92,245 shares; 2025Q4: 115,126 shares; 2026Q1: 164,382 shares; 2026Q2: 199,774 shares 199,774 $10.1M 4.18% +35,392 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,758 shares; 2025Q1: 4,713 shares; 2025Q2: 7,020 shares; 2025Q3: 15,848 shares; 2025Q4: 7,192 shares; 2026Q1: 5,901 shares; 2026Q2: 12,466 shares 12,466 $9.31M 3.85% +6,565 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 146,858 shares; 2025Q1: 152,244 shares; 2025Q2: 152,079 shares; 2025Q3: 160,159 shares; 2025Q4: 182,119 shares; 2026Q1: 206,788 shares; 2026Q2: 236,651 shares 236,651 $7.74M 3.2% +29,863 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,277 shares; 2025Q1: 14,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,231 shares; 2026Q1: 73,824 shares; 2026Q2: 111,813 shares 111,813 $7.56M 3.13% +37,989 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88,764 shares; 2025Q1: 66,900 shares; 2025Q2: 61,785 shares; 2025Q3: 54,757 shares; 2025Q4: 50,403 shares; 2026Q1: 105,110 shares; 2026Q2: 66,593 shares 66,593 $6.59M 2.73% -38,517 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 119,461 shares; 2025Q1: 30,386 shares; 2025Q2: 78,643 shares; 2025Q3: 33,516 shares; 2025Q4: 428,563 shares; 2026Q1: 33,574 shares; 2026Q2: 206,423 shares 206,423 $6.32M 2.62% +172,849 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,693 shares; 2025Q1: 89,662 shares; 2025Q2: 101,275 shares; 2025Q3: 99,688 shares; 2025Q4: 124,524 shares; 2026Q1: 201,104 shares; 2026Q2: 246,565 shares 246,565 $6.29M 2.61% +45,461 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135,593 shares; 2025Q1: 147,367 shares; 2025Q2: 150,032 shares; 2025Q3: 153,202 shares; 2025Q4: 170,443 shares; 2026Q1: 226,986 shares; 2026Q2: 245,069 shares 245,069 $4.67M 1.93% +18,083 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,112 shares; 2024Q4: 24,217 shares; 2025Q1: 1,349 shares; 2025Q2: 20,181 shares; 2025Q3: 18,225 shares; 2025Q4: 34,650 shares; 2026Q1: 3,900 shares; 2026Q2: 24,180 shares 24,180 $4.61M 1.91% +20,280 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 4,529 shares; 2025Q1: 1,776 shares; 2025Q2: 6,051 shares; 2025Q3: 5,925 shares; 2025Q4: 4,775 shares; 2026Q1: 3,893 shares; 2026Q2: 6,244 shares 6,244 $4.6M 1.9% +2,351 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,915 shares; 2025Q1: 66,554 shares; 2025Q2: 59,680 shares; 2025Q3: 56,541 shares; 2025Q4: 109,546 shares; 2026Q1: 99,706 shares; 2026Q2: 97,333 shares 97,333 $4.41M 1.83% -2,373 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,380 shares; 2025Q1: 4,808 shares; 2025Q2: 5,224 shares; 2025Q3: 5,297 shares; 2025Q4: 5,716 shares; 2026Q1: 6,230 shares; 2026Q2: 6,307 shares 6,307 $4.33M 1.79% +77 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 41,125 shares; 2025Q1: 37,254 shares; 2025Q2: 33,572 shares; 2025Q3: 30,269 shares; 2025Q4: 29,078 shares; 2026Q1: 26,549 shares; 2026Q2: 22,937 shares 22,937 $4.25M 1.76% -3,612 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,212 shares; 2025Q1: 65,573 shares; 2025Q2: not reported; 2025Q3: 51,217 shares; 2025Q4: 152,995 shares; 2026Q1: 133,149 shares; 2026Q2: 254,014 shares 254,014 $4.03M 1.67% +120,865 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: 52,922 shares; 2025Q2: not reported; 2025Q3: 43,488 shares; 2025Q4: 89,132 shares; 2026Q1: 79,484 shares; 2026Q2: 74,336 shares 74,336 $3.95M 1.63% -5,148 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,401 shares; 2025Q1: 25,896 shares; 2025Q2: 27,910 shares; 2025Q3: 28,568 shares; 2025Q4: 58,823 shares; 2026Q1: 58,384 shares; 2026Q2: 57,913 shares 57,913 $3.9M 1.62% -471 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,556 shares; 2026Q1: 1,568 shares; 2026Q2: 24,516 shares 24,516 $3.89M 1.61% +22,948 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,345 shares; 2025Q2: 41,895 shares; 2025Q3: 35,915 shares; 2025Q4: 34,541 shares; 2026Q1: 16,678 shares; 2026Q2: 52,901 shares 52,901 $3.77M 1.56% +36,223 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,599 shares; 2024Q4: 122,418 shares; 2025Q1: 100,945 shares; 2025Q2: 93,744 shares; 2025Q3: 84,635 shares; 2025Q4: 81,478 shares; 2026Q1: not reported; 2026Q2: 69,962 shares 69,962 $3.75M 1.55% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,853 shares; 2025Q4: 78,431 shares; 2026Q1: 71,118 shares; 2026Q2: 73,527 shares 73,527 $3.74M 1.55% +2,409 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 65,569 shares; 2025Q1: not reported; 2025Q2: 56,680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,769 shares; 2026Q2: 44,922 shares 44,922 $3.73M 1.54% +5,153 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,816 shares; 2025Q1: 13,951 shares; 2025Q2: 14,981 shares; 2025Q3: 15,991 shares; 2025Q4: 17,234 shares; 2026Q1: 15,901 shares; 2026Q2: 14,814 shares 14,814 $3.51M 1.45% -1,087 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,037 shares; 2025Q1: 7,063 shares; 2025Q2: 7,656 shares; 2025Q3: 7,777 shares; 2025Q4: 8,331 shares; 2026Q1: 8,705 shares; 2026Q2: 7,400 shares 7,400 $2.74M 1.13% -1,305 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 10,106 shares; 2025Q1: 9,942 shares; 2025Q2: 9,834 shares; 2025Q3: 11,170 shares; 2025Q4: 11,144 shares; 2026Q1: 10,225 shares; 2026Q2: 8,964 shares 8,964 $2.59M 1.07% -1,261 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 5,761 shares; 2025Q1: 5,847 shares; 2025Q2: 5,920 shares; 2025Q3: 6,072 shares; 2025Q4: 6,535 shares; 2026Q1: 6,649 shares; 2026Q2: 6,874 shares 6,874 $2.56M 1.06% +225 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,610 shares; 2025Q1: 50,358 shares; 2025Q2: 48,519 shares; 2025Q3: 41,975 shares; 2025Q4: 40,240 shares; 2026Q1: 5,390 shares; 2026Q2: 36,361 shares 36,361 $2.17M 0.9% +30,971 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,230 shares; 2025Q1: 4,028 shares; 2025Q2: 5,740 shares; 2025Q3: 7,729 shares; 2025Q4: 7,820 shares; 2026Q1: 11,209 shares; 2026Q2: 14,365 shares 14,365 $2.14M 0.89% +3,156 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,082 shares; 2025Q1: 32,050 shares; 2025Q2: 24,974 shares; 2025Q3: 24,393 shares; 2025Q4: 16,419 shares; 2026Q1: 5,176 shares; 2026Q2: 5,703 shares 5,703 $2.1M 0.87% +527 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,064 shares; 2025Q2: 1,098 shares; 2025Q3: 1,260 shares; 2025Q4: 1,472 shares; 2026Q1: 1,456 shares; 2026Q2: 1,744 shares 1,744 $2.09M 0.87% +288 Timeline SVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,825 shares; 2025Q3: 197,352 shares; 2025Q4: 112,207 shares; 2026Q1: not reported; 2026Q2: 87,305 shares 87,305 $2.08M 0.86% new Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,033 shares; 2025Q1: 29,591 shares; 2025Q2: 30,035 shares; 2025Q3: 27,950 shares; 2025Q4: 44,455 shares; 2026Q1: 59,849 shares; 2026Q2: 107,167 shares 107,167 $1.98M 0.82% +47,318 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 4,784 shares; 2025Q4: 5,023 shares; 2026Q1: 6,241 shares; 2026Q2: 8,872 shares 8,872 $1.94M 0.81% +2,631 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares; 2026Q1: 2,704 shares; 2026Q2: 2,706 shares 2,706 $1.93M 0.8% +2 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,319 shares; 2025Q1: 69,666 shares; 2025Q2: 71,516 shares; 2025Q3: 79,330 shares; 2025Q4: 96,608 shares; 2026Q1: 148,022 shares; 2026Q2: 161,244 shares 161,244 $1.76M 0.73% +13,222 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,175 shares; 2025Q1: 7,960 shares; 2025Q2: 11,582 shares; 2025Q3: 11,968 shares; 2025Q4: 22,816 shares; 2026Q1: 18,682 shares; 2026Q2: 18,102 shares 18,102 $1.75M 0.73% -580 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,994 shares; 2025Q2: 4,082 shares; 2025Q3: 4,415 shares; 2025Q4: 5,390 shares; 2026Q1: 16,322 shares; 2026Q2: 21,061 shares 21,061 $1.66M 0.69% +4,739 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,915 shares; 2025Q1: 15,825 shares; 2025Q2: 83,737 shares; 2025Q3: 36,440 shares; 2025Q4: 40,331 shares; 2026Q1: 39,421 shares; 2026Q2: 23,202 shares 23,202 $1.59M 0.66% -16,219 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 4,787 shares; 2025Q1: 4,895 shares; 2025Q2: 4,942 shares; 2025Q3: 5,943 shares; 2025Q4: 6,170 shares; 2026Q1: 6,164 shares; 2026Q2: 6,176 shares 6,176 $1.55M 0.64% +12 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,225 shares; 2025Q1: 5,361 shares; 2025Q2: 5,467 shares; 2025Q3: 5,583 shares; 2025Q4: 7,736 shares; 2026Q1: 20,957 shares; 2026Q2: 27,922 shares 27,922 $1.55M 0.64% +6,965 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,215 shares; 2025Q3: 8,295 shares; 2025Q4: 8,865 shares; 2026Q1: 10,654 shares; 2026Q2: 19,191 shares 19,191 $1.47M 0.61% +8,537 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,470 shares; 2025Q1: 14,887 shares; 2025Q2: 17,648 shares; 2025Q3: 28,289 shares; 2025Q4: 16,863 shares; 2026Q1: 35,421 shares; 2026Q2: 14,107 shares 14,107 $1.47M 0.61% -21,314 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 3,102 shares; 2025Q1: 3,170 shares; 2025Q2: 3,204 shares; 2025Q3: 4,054 shares; 2025Q4: 4,369 shares; 2026Q1: 4,293 shares; 2026Q2: 6,112 shares 6,112 $1.46M 0.6% +1,819 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,193 shares; 2025Q4: 1,289 shares; 2026Q1: 4,105 shares; 2026Q2: 6,664 shares 6,664 $1.42M 0.59% +2,559 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,699 shares; 2026Q2: 65,464 shares 65,464 $1.38M 0.57% +22,765 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,000 shares; 2025Q1: 24,022 shares; 2025Q2: 23,755 shares; 2025Q3: 22,809 shares; 2025Q4: 23,030 shares; 2026Q1: 22,807 shares; 2026Q2: 23,169 shares 23,169 $1.37M 0.57% +362 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,304 shares; 2025Q1: 9,212 shares; 2025Q2: 28,113 shares; 2025Q3: 16,617 shares; 2025Q4: 44,291 shares; 2026Q1: 13,986 shares; 2026Q2: 14,611 shares 14,611 $1.36M 0.56% +625 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,501 shares; 2025Q1: 7,507 shares; 2025Q2: 7,534 shares; 2025Q3: 10,530 shares; 2025Q4: 10,712 shares; 2026Q1: 9,556 shares; 2026Q2: 9,573 shares 9,573 $1.31M 0.54% +17 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,284 shares; 2026Q2: 43,933 shares 43,933 $1.29M 0.54% +24,649 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,547 shares; 2025Q1: 57,890 shares; 2025Q2: 56,846 shares; 2025Q3: 56,202 shares; 2025Q4: 56,153 shares; 2026Q1: 37,583 shares; 2026Q2: 37,596 shares 37,596 $1.27M 0.53% +13 Timeline RSIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,611 shares 59,611 $1.23M 0.51% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,580 shares; 2026Q1: 14,129 shares; 2026Q2: 13,581 shares 13,581 $1.16M 0.48% -548 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,318 shares; 2024Q4: 4,514 shares; 2025Q1: 4,695 shares; 2025Q2: 5,630 shares; 2025Q3: 5,464 shares; 2025Q4: 5,633 shares; 2026Q1: 5,485 shares; 2026Q2: 5,713 shares 5,713 $1.14M 0.47% +228 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,346 shares; 2026Q2: 22,742 shares 22,742 $984K 0.41% +5,396 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,262 shares; 2026Q1: 11,727 shares; 2026Q2: 13,030 shares 13,030 $976K 0.4% +1,303 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,944 shares; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,789 shares; 2025Q3: 2,104 shares; 2025Q4: 2,545 shares; 2026Q1: 2,546 shares; 2026Q2: 2,709 shares 2,709 $957K 0.4% +163 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,754 shares 37,754 $931K 0.39% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,166 shares; 2025Q1: 1,106 shares; 2025Q2: 1,077 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $915K 0.38% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,557 shares; 2025Q4: 4,576 shares; 2026Q1: 8,588 shares; 2026Q2: 12,438 shares 12,438 $907K 0.38% +3,850 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,143 shares; 2026Q2: 26,139 shares 26,139 $891K 0.37% +6,996 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,396 shares; 2025Q4: 30,825 shares; 2026Q1: 36,613 shares; 2026Q2: 36,166 shares 36,166 $831K 0.34% -447 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,061 shares; 2025Q1: 8,787 shares; 2025Q2: 5,180 shares; 2025Q3: 6,106 shares; 2025Q4: 9,478 shares; 2026Q1: 9,926 shares; 2026Q2: 9,852 shares 9,852 $798K 0.33% -74 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 3,000 shares; 2025Q3: 2,912 shares; 2025Q4: 2,869 shares; 2026Q1: 3,095 shares; 2026Q2: 3,125 shares 3,125 $794K 0.33% +30 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,445 shares; 2024Q4: 1,185 shares; 2025Q1: 1,537 shares; 2025Q2: 2,052 shares; 2025Q3: 2,053 shares; 2025Q4: 2,145 shares; 2026Q1: 2,089 shares; 2026Q2: 2,090 shares 2,090 $790K 0.33% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,129 shares; 2025Q1: 21,406 shares; 2025Q2: 33,495 shares; 2025Q3: 12,112 shares; 2025Q4: 9,329 shares; 2026Q1: 69,528 shares; 2026Q2: 8,758 shares 8,758 $775K 0.32% -60,770 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,650 shares; 2025Q1: 5,450 shares; 2025Q2: 5,265 shares; 2025Q3: 5,238 shares; 2025Q4: 10,546 shares; 2026Q1: 10,618 shares; 2026Q2: 10,420 shares 10,420 $730K 0.3% -198 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,717 shares 13,717 $704K 0.29% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,389 shares; 2026Q1: 2,400 shares; 2026Q2: 2,408 shares 2,408 $677K 0.28% +8 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 417 shares; 2025Q1: 422 shares; 2025Q2: 446 shares; 2025Q3: 523 shares; 2025Q4: 745 shares; 2026Q1: 1,045 shares; 2026Q2: 1,200 shares 1,200 $676K 0.28% +155 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,139 shares; 2026Q2: 1,335 shares 1,335 $638K 0.26% +196 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 984 shares; 2025Q1: 1,043 shares; 2025Q2: 1,107 shares; 2025Q3: 1,211 shares; 2025Q4: 1,777 shares; 2026Q1: 1,810 shares; 2026Q2: 1,835 shares 1,835 $630K 0.26% +25 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 894 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 1,017 shares; 2026Q1: 1,128 shares; 2026Q2: 1,190 shares 1,190 $622K 0.26% +62 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,596 shares; 2026Q2: 1,680 shares 1,680 $608K 0.25% +84 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 1,335 shares; 2025Q4: 1,704 shares; 2026Q1: 1,918 shares; 2026Q2: 2,019 shares 2,019 $607K 0.25% +101 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,170 shares; 2026Q2: 5,932 shares 5,932 $583K 0.24% +2,762 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares; 2025Q4: 6,987 shares; 2026Q1: 7,425 shares; 2026Q2: 7,691 shares 7,691 $579K 0.24% +266 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 535 shares; 2026Q2: 538 shares 538 $573K 0.24% +3 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 4,361 shares; 2025Q2: 4,363 shares; 2025Q3: 5,414 shares; 2025Q4: 5,459 shares; 2026Q1: 5,420 shares; 2026Q2: 3,885 shares 3,885 $570K 0.24% -1,535 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,846 shares; 2026Q2: 17,898 shares 17,898 $568K 0.23% +5,052 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 3,387 shares; 2026Q1: 3,401 shares; 2026Q2: 3,399 shares 3,399 $563K 0.23% -2 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 1,764 shares; 2025Q2: 1,686 shares; 2025Q3: 1,733 shares; 2025Q4: 1,938 shares; 2026Q1: 1,778 shares; 2026Q2: 1,717 shares 1,717 $562K 0.23% -61 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,398 shares; 2025Q3: 2,248 shares; 2025Q4: 2,091 shares; 2026Q1: 2,061 shares; 2026Q2: 2,062 shares 2,062 $512K 0.21% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 2,478 shares; 2026Q2: 3,196 shares 3,196 $502K 0.21% +718 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 247 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 538 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $500K 0.21% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: 2,683 shares; 2026Q1: 2,701 shares; 2026Q2: 2,735 shares 2,735 $495K 0.2% +34 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 964 shares 964 $487K 0.2% -100 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,020 shares; 2025Q1: 97,475 shares; 2025Q2: 4,375 shares; 2025Q3: 4,405 shares; 2025Q4: 4,930 shares; 2026Q1: 68,159 shares; 2026Q2: 5,136 shares 5,136 $486K 0.2% -63,023 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,906 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares; 2025Q4: 4,179 shares; 2026Q1: 4,246 shares; 2026Q2: 4,220 shares 4,220 $478K 0.2% -26 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 5,511 shares; 2025Q4: 6,971 shares; 2026Q1: 7,113 shares; 2026Q2: 8,239 shares 8,239 $475K 0.2% +1,126 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,212 shares; 2026Q2: 14,212 shares 14,212 $437K 0.18% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,292 shares; 2024Q4: 59,859 shares; 2025Q1: 50,873 shares; 2025Q2: 46,941 shares; 2025Q3: 42,117 shares; 2025Q4: 40,119 shares; 2026Q1: 3,109 shares; 2026Q2: 4,057 shares 4,057 $435K 0.18% +948 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,876 shares; 2026Q1: 2,876 shares; 2026Q2: 2,892 shares 2,892 $429K 0.18% +16 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares 215 $428K 0.18% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 442 shares; 2025Q2: 502 shares; 2025Q3: 506 shares; 2025Q4: 554 shares; 2026Q1: 806 shares; 2026Q2: 831 shares 831 $427K 0.18% +25 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,935 shares; 2025Q2: 7,035 shares; 2025Q3: 7,835 shares; 2025Q4: 9,200 shares; 2026Q1: 7,935 shares; 2026Q2: 7,955 shares 7,955 $425K 0.18% +20 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,922 shares; 2025Q1: 8,922 shares; 2025Q2: 8,223 shares; 2025Q3: 8,223 shares; 2025Q4: 5,065 shares; 2026Q1: 5,066 shares; 2026Q2: 5,067 shares 5,067 $424K 0.18% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,157 shares; 2025Q3: 3,197 shares; 2025Q4: 3,186 shares; 2026Q1: 3,161 shares; 2026Q2: 3,124 shares 3,124 $423K 0.18% -37 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; 2024Q3: not reported; 2024Q4: 8,485 shares; 2025Q1: 8,337 shares; 2025Q2: 8,240 shares; 2025Q3: 8,243 shares; 2025Q4: 8,247 shares; 2026Q1: 8,226 shares; 2026Q2: 8,082 shares 8,082 $419K 0.17% -144 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $415K 0.17% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,618 shares; 2026Q1: 4,283 shares; 2026Q2: 5,291 shares 5,291 $414K 0.17% +1,008 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 607 shares; 2026Q1: 647 shares; 2026Q2: 4,770 shares 4,770 $411K 0.17% +4,123 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,361 shares; 2026Q1: 9,481 shares; 2026Q2: 9,967 shares 9,967 $406K 0.17% +486 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,482 shares 1,482 $403K 0.17% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,151 shares; 2025Q4: 1,270 shares; 2026Q1: 1,674 shares; 2026Q2: 1,689 shares 1,689 $402K 0.17% +15 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 3,003 shares; 2026Q1: 2,980 shares; 2026Q2: 2,930 shares 2,930 $401K 0.17% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 2,045 shares; 2025Q3: 3,558 shares; 2025Q4: 3,571 shares; 2026Q1: 3,582 shares; 2026Q2: 3,590 shares 3,590 $397K 0.16% +8 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; 2024Q3: not reported; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 1,582 shares; 2026Q1: 1,583 shares; 2026Q2: 1,584 shares 1,584 $390K 0.16% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,184 shares; 2025Q1: 4,440 shares; 2025Q2: 4,416 shares; 2025Q3: 4,517 shares; 2025Q4: 5,293 shares; 2026Q1: 5,247 shares; 2026Q2: 5,235 shares 5,235 $389K 0.16% -12 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 1,606 shares; 2026Q1: 1,775 shares; 2026Q2: 1,780 shares 1,780 $388K 0.16% +5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 379 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $386K 0.16% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,385 shares; 2026Q1: 4,352 shares; 2026Q2: 1,506 shares 1,506 $385K 0.16% -2,846 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,832 shares; 2026Q1: 4,812 shares; 2026Q2: 4,787 shares 4,787 $372K 0.15% -25 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,086 shares; 2026Q1: 1,071 shares; 2026Q2: 1,052 shares 1,052 $371K 0.15% -19 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,137 shares; 2025Q1: 6,001 shares; 2025Q2: 5,862 shares; 2025Q3: 5,662 shares; 2025Q4: 5,464 shares; 2026Q1: 3,559 shares; 2026Q2: 3,358 shares 3,358 $371K 0.15% -201 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 748 shares; 2025Q3: 813 shares; 2025Q4: 908 shares; 2026Q1: 1,075 shares; 2026Q2: 1,073 shares 1,073 $365K 0.15% -2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $364K 0.15% 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; 2024Q3: not reported; 2024Q4: 9,062 shares; 2025Q1: 9,062 shares; 2025Q2: 8,640 shares; 2025Q3: 8,540 shares; 2025Q4: 7,951 shares; 2026Q1: 6,940 shares; 2026Q2: 6,940 shares 6,940 $364K 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 2,457 shares; 2025Q4: 2,471 shares; 2026Q1: 2,476 shares; 2026Q2: 2,480 shares 2,480 $363K 0.15% +4 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 987 shares; 2026Q2: 985 shares 985 $352K 0.15% -2 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,845 shares; 2026Q2: 6,953 shares 6,953 $350K 0.15% +108 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 26,247 shares; 2025Q1: not reported; 2025Q2: 20,749 shares; 2025Q3: 18,659 shares; 2025Q4: 35,558 shares; 2026Q1: 2,034 shares; 2026Q2: 2,934 shares 2,934 $344K 0.14% +900 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,922 shares 2,922 $344K 0.14% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,583 shares; 2025Q1: 33,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares; 2026Q1: 22,679 shares; 2026Q2: 3,744 shares 3,744 $343K 0.14% -18,935 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 469 shares; 2025Q3: 549 shares; 2025Q4: 608 shares; 2026Q1: 692 shares; 2026Q2: 842 shares 842 $343K 0.14% +150 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,507 shares; 2025Q4: 8,375 shares; 2026Q1: 7,993 shares; 2026Q2: 8,023 shares 8,023 $340K 0.14% +30 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,886 shares; 2025Q1: 6,886 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares; 2026Q2: 6,920 shares 6,920 $335K 0.14% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,048 shares; 2026Q1: 8,048 shares; 2026Q2: 8,048 shares 8,048 $335K 0.14% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,510 shares; 2026Q2: 3,495 shares 3,495 $329K 0.14% -15 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,141 shares; 2025Q1: 12,141 shares; 2025Q2: 12,141 shares; 2025Q3: 12,141 shares; 2025Q4: 12,141 shares; 2026Q1: 12,116 shares; 2026Q2: 12,116 shares 12,116 $323K 0.13% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 553 shares; 2025Q1: 543 shares; 2025Q2: 584 shares; 2025Q3: 550 shares; 2025Q4: 611 shares; 2026Q1: 612 shares; 2026Q2: 619 shares 619 $315K 0.13% +7 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,597 shares; 2026Q1: 1,573 shares; 2026Q2: 1,588 shares 1,588 $301K 0.12% +15 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 657 shares; 2026Q2: 663 shares 663 $300K 0.12% +6 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 6,127 shares; 2026Q1: 6,517 shares; 2026Q2: 6,653 shares 6,653 $293K 0.12% +136 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,307 shares; 2026Q2: 1,304 shares 1,304 $287K 0.12% -3 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $286K 0.12% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 2,920 shares; 2025Q2: 2,870 shares; 2025Q3: 2,820 shares; 2025Q4: 2,250 shares; 2026Q1: 2,655 shares; 2026Q2: 2,630 shares 2,630 $283K 0.12% -25 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,177 shares; 2026Q1: 20,757 shares; 2026Q2: 28,582 shares 28,582 $280K 0.12% +7,825 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 3,285 shares; 2026Q2: 3,383 shares 3,383 $275K 0.11% +98 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,625 shares 8,625 $273K 0.11% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 978 shares 978 $263K 0.11% +38 Timeline DRN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,237 shares; 2026Q2: 24,339 shares 24,339 $257K 0.11% +11,102 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,926 shares; 2025Q1: 17,276 shares; 2025Q2: 16,276 shares; 2025Q3: 12,175 shares; 2025Q4: 11,275 shares; 2026Q1: 11,275 shares; 2026Q2: 11,150 shares 11,150 $255K 0.11% -125 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,478 shares 2,478 $251K 0.1% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,500 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,256 shares; 2026Q2: 3,000 shares 3,000 $243K 0.1% -256 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,188 shares 3,188 $241K 0.1% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: 913 shares; 2025Q2: 748 shares; 2025Q3: 673 shares; 2025Q4: 678 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $238K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 1,506 shares 1,506 $235K 0.1% +150 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 2,565 shares; 2026Q2: 2,566 shares 2,566 $235K 0.1% +1 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,067 shares; 2026Q1: 10,067 shares; 2026Q2: 10,067 shares 10,067 $235K 0.1% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 824 shares; 2025Q3: 853 shares; 2025Q4: 470 shares; 2026Q1: 493 shares; 2026Q2: 465 shares 465 $233K 0.1% -28 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,312 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636 $232K 0.1% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 846 shares; 2026Q1: 854 shares; 2026Q2: 856 shares 856 $231K 0.1% +2 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,150 shares 4,150 $231K 0.1% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,969 shares; 2026Q1: not reported; 2026Q2: 4,052 shares 4,052 $231K 0.1% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,959 shares; 2026Q2: 2,102 shares 2,102 $230K 0.1% +143 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 2,458 shares; 2026Q1: 2,430 shares; 2026Q2: 2,396 shares 2,396 $229K 0.09% -34 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,775 shares 6,775 $229K 0.09% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $222K 0.09% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $221K 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,621 shares; 2026Q1: 2,629 shares; 2026Q2: 2,631 shares 2,631 $217K 0.09% +2 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,655 shares; 2026Q2: 1,684 shares 1,684 $216K 0.09% +29 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,352 shares 5,352 $216K 0.09% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 690 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 750 shares 750 $212K 0.09% -3 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,707 shares 6,707 $211K 0.09% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $115K 0.05% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $503 <0.01% new Timeline