IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,526 shares; 2024Q4: 99,454 shares; 2025Q1: 119,327 shares; 2025Q2: 132,571 shares; 2025Q3: 143,241 shares; 2025Q4: 139,310 shares; 2026Q1: 140,000 shares; 2026Q2: 146,428 shares 146,428 $60M 6.57% +6,428 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,428 shares; 2024Q4: 45,410 shares; 2025Q1: 58,061 shares; 2025Q2: 55,067 shares; 2025Q3: 359,473 shares; 2025Q4: 821,240 shares; 2026Q1: 738,320 shares; 2026Q2: 959,075 shares 959,075 $44.3M 4.85% +220,755 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: 29,934 shares; 2024Q4: 30,304 shares; 2025Q1: 28,736 shares; 2025Q2: 30,565 shares; 2025Q3: 33,296 shares; 2025Q4: 39,884 shares; 2026Q1: 43,658 shares; 2026Q2: 42,821 shares 42,821 $31.5M 3.46% -837 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: 150,099 shares; 2024Q4: 153,379 shares; 2025Q1: 144,665 shares; 2025Q2: 148,244 shares; 2025Q3: 150,150 shares; 2025Q4: 152,432 shares; 2026Q1: 145,765 shares; 2026Q2: 144,714 shares 144,714 $29M 3.17% -1,051 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: 729,928 shares; 2024Q4: 672,567 shares; 2025Q1: 475,859 shares; 2025Q2: 537,552 shares; 2025Q3: 576,281 shares; 2025Q4: 400,327 shares; 2026Q1: 497,402 shares; 2026Q2: 493,274 shares 493,274 $24.9M 2.73% -4,128 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: 107,429 shares; 2024Q4: 111,743 shares; 2025Q1: 107,925 shares; 2025Q2: 124,045 shares; 2025Q3: 134,922 shares; 2025Q4: 100,677 shares; 2026Q1: 100,322 shares; 2026Q2: 102,873 shares 102,873 $24.3M 2.67% +2,551 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: 58,547 shares; 2024Q4: 61,244 shares; 2025Q1: 59,219 shares; 2025Q2: 61,371 shares; 2025Q3: 63,940 shares; 2025Q4: 63,105 shares; 2026Q1: 60,683 shares; 2026Q2: 60,297 shares 60,297 $21.5M 2.36% -386 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,106 shares; 2024Q4: 13,474 shares; 2025Q1: 17,279 shares; 2025Q2: 19,997 shares; 2025Q3: 28,791 shares; 2025Q4: 285,099 shares; 2026Q1: 306,893 shares; 2026Q2: 299,269 shares 299,269 $20.4M 2.23% -7,624 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: 56,843 shares; 2024Q4: 59,423 shares; 2025Q1: 51,017 shares; 2025Q2: 53,996 shares; 2025Q3: 58,666 shares; 2025Q4: 59,932 shares; 2026Q1: 57,925 shares; 2026Q2: 60,579 shares 60,579 $17.5M 1.92% +2,654 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,964 shares; 2024Q4: 31,983 shares; 2025Q1: 341,207 shares; 2025Q2: 361,764 shares; 2025Q3: 321,857 shares; 2025Q4: 236,147 shares; 2026Q1: 595,685 shares; 2026Q2: 739,452 shares 739,452 $16.8M 1.85% +143,767 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: 48,097 shares; 2024Q4: 46,276 shares; 2025Q1: 53,089 shares; 2025Q2: 55,361 shares; 2025Q3: 59,577 shares; 2025Q4: 65,250 shares; 2026Q1: 59,656 shares; 2026Q2: 60,862 shares 60,862 $15.5M 1.69% +1,206 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: 30,752 shares; 2024Q4: 31,555 shares; 2025Q1: 27,177 shares; 2025Q2: 28,438 shares; 2025Q3: 28,232 shares; 2025Q4: 28,684 shares; 2026Q1: 29,587 shares; 2026Q2: 38,388 shares 38,388 $14.3M 1.57% +8,801 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: 50,830 shares; 2024Q4: 56,256 shares; 2025Q1: 54,140 shares; 2025Q2: 57,267 shares; 2025Q3: 60,701 shares; 2025Q4: 63,716 shares; 2026Q1: 57,569 shares; 2026Q2: 58,384 shares 58,384 $13.9M 1.53% +815 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: 22,110 shares; 2024Q4: 24,451 shares; 2025Q1: 15,290 shares; 2025Q2: 22,107 shares; 2025Q3: 27,457 shares; 2025Q4: 27,487 shares; 2026Q1: 29,900 shares; 2026Q2: 31,879 shares 31,879 $13.4M 1.47% +1,979 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,068 shares; 2024Q4: 7,494 shares; 2025Q1: 8,242 shares; 2025Q2: 8,449 shares; 2025Q3: 51,046 shares; 2025Q4: 106,330 shares; 2026Q1: 112,190 shares; 2026Q2: 125,397 shares 125,397 $11.9M 1.3% +13,207 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: 10,669 shares; 2024Q4: 11,479 shares; 2025Q1: 9,299 shares; 2025Q2: 9,191 shares; 2025Q3: 11,165 shares; 2025Q4: 14,202 shares; 2026Q1: 14,610 shares; 2026Q2: 15,636 shares 15,636 $11.7M 1.28% +1,026 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,652 shares; 2024Q4: 7,076 shares; 2025Q1: 11,325 shares; 2025Q2: 12,904 shares; 2025Q3: 183,939 shares; 2025Q4: 254,719 shares; 2026Q1: 238,893 shares; 2026Q2: 220,132 shares 220,132 $11.5M 1.26% -18,761 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: 14,156 shares; 2024Q4: 14,863 shares; 2025Q1: 16,509 shares; 2025Q2: 18,051 shares; 2025Q3: 17,462 shares; 2025Q4: 17,786 shares; 2026Q1: 17,566 shares; 2026Q2: 19,720 shares 19,720 $11.1M 1.22% +2,154 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: 53,414 shares; 2024Q4: 14,894 shares; 2025Q1: 24,824 shares; 2025Q2: 103,225 shares; 2025Q3: 118,671 shares; 2025Q4: 104,742 shares; 2026Q1: 101,966 shares; 2026Q2: 114,433 shares 114,433 $10.5M 1.15% +12,467 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: 19,499 shares; 2024Q4: 20,735 shares; 2025Q1: 21,789 shares; 2025Q2: 22,072 shares; 2025Q3: 24,534 shares; 2025Q4: 30,272 shares; 2026Q1: 30,563 shares; 2026Q2: 31,571 shares 31,571 $10.3M 1.13% +1,008 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,696 shares; 2024Q4: 210,332 shares; 2025Q1: 215,590 shares; 2025Q2: 226,548 shares; 2025Q3: 176,158 shares; 2025Q4: 115,941 shares; 2026Q1: 121,106 shares; 2026Q2: 122,258 shares 122,258 $10.1M 1.11% +1,152 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: 2,478 shares; 2024Q4: 476,635 shares; 2025Q1: 417,691 shares; 2025Q2: 440,414 shares; 2025Q3: 300,717 shares; 2025Q4: 107,421 shares; 2026Q1: 102,760 shares; 2026Q2: 100,926 shares 100,926 $9.99M 1.1% -1,834 Timeline EMGF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,796 shares; 2026Q1: 186,839 shares; 2026Q2: 130,930 shares 130,930 $9.59M 1.05% -55,909 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,696 shares; 2024Q4: 11,777 shares; 2025Q1: 10,083 shares; 2025Q2: 17,150 shares; 2025Q3: 15,398 shares; 2025Q4: 11,865 shares; 2026Q1: 7,316 shares; 2026Q2: 12,636 shares 12,636 $9.14M 1% +5,320 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 18,548 shares; 2025Q4: 192,382 shares; 2026Q1: 207,411 shares; 2026Q2: 167,819 shares 167,819 $8.85M 0.97% -39,592 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,989 shares; 2024Q4: 18,101 shares; 2025Q1: 14,342 shares; 2025Q2: 20,260 shares; 2025Q3: 23,523 shares; 2025Q4: 26,126 shares; 2026Q1: 23,562 shares; 2026Q2: 19,025 shares 19,025 $8.21M 0.9% -4,537 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: 7,038 shares; 2024Q4: 7,505 shares; 2025Q1: 6,848 shares; 2025Q2: 13,170 shares; 2025Q3: 16,048 shares; 2025Q4: 17,299 shares; 2026Q1: 17,768 shares; 2026Q2: 20,229 shares 20,229 $7.64M 0.84% +2,461 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares; 2026Q2: 6,553 shares 6,553 $7.56M 0.83% +5,417 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: 11,785 shares; 2024Q4: 11,730 shares; 2025Q1: 10,892 shares; 2025Q2: 11,943 shares; 2025Q3: 14,252 shares; 2025Q4: 14,662 shares; 2026Q1: 14,882 shares; 2026Q2: 15,333 shares 15,333 $7.32M 0.8% +451 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: 53,049 shares; 2024Q4: 54,433 shares; 2025Q1: 52,542 shares; 2025Q2: 52,777 shares; 2025Q3: 67,159 shares; 2025Q4: 75,872 shares; 2026Q1: 60,296 shares; 2026Q2: 59,473 shares 59,473 $6.74M 0.74% -823 Timeline FLOT 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: 12,223 shares; 2025Q2: 129,534 shares; 2025Q3: 111,833 shares; 2025Q4: 111,599 shares; 2026Q1: 120,436 shares; 2026Q2: 127,589 shares 127,589 $6.51M 0.71% +7,153 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,185 shares; 2025Q3: 52,103 shares; 2025Q4: 24,991 shares; 2026Q1: 19,524 shares; 2026Q2: 20,602 shares 20,602 $6.24M 0.68% +1,078 Timeline SPTM 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: 51,926 shares; 2024Q4: 52,741 shares; 2025Q1: 73,487 shares; 2025Q2: 73,945 shares; 2025Q3: 75,572 shares; 2025Q4: 76,456 shares; 2026Q1: 63,083 shares; 2026Q2: 66,065 shares 66,065 $6M 0.66% +2,982 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,855 shares 118,855 $5.98M 0.66% new 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: 3,860 shares; 2024Q4: 3,736 shares; 2025Q1: 3,391 shares; 2025Q2: 3,314 shares; 2025Q3: 4,212 shares; 2025Q4: 4,422 shares; 2026Q1: 4,850 shares; 2026Q2: 4,867 shares 4,867 $5.84M 0.64% +17 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 106,427 shares; 2026Q1: 109,889 shares; 2026Q2: 127,842 shares 127,842 $5.83M 0.64% +17,953 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 12,465 shares; 2025Q1: 15,740 shares; 2025Q2: 13,715 shares; 2025Q3: 13,319 shares; 2025Q4: 10,825 shares; 2026Q1: 7,563 shares; 2026Q2: 6,732 shares 6,732 $5.65M 0.62% -831 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,206 shares; 2024Q4: 12,414 shares; 2025Q1: 11,866 shares; 2025Q2: 11,837 shares; 2025Q3: 14,795 shares; 2025Q4: 16,807 shares; 2026Q1: 15,356 shares; 2026Q2: 16,132 shares 16,132 $5.5M 0.6% +776 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,850 shares; 2025Q3: 5,464 shares; 2025Q4: 42,235 shares; 2026Q1: 62,996 shares; 2026Q2: 90,833 shares 90,833 $5.42M 0.59% +27,837 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: 91,457 shares; 2024Q4: 292,797 shares; 2025Q1: 303,171 shares; 2025Q2: 283,324 shares; 2025Q3: 177,194 shares; 2025Q4: 171,752 shares; 2026Q1: 167,190 shares; 2026Q2: 167,288 shares 167,288 $5.3M 0.58% +98 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,816 shares; 2024Q4: 46,790 shares; 2025Q1: 48,962 shares; 2025Q2: 52,373 shares; 2025Q3: 53,062 shares; 2025Q4: 52,172 shares; 2026Q1: 53,499 shares; 2026Q2: 54,704 shares 54,704 $5.23M 0.57% +1,205 Timeline SLQD 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: 102,816 shares; 2025Q4: 100,312 shares; 2026Q1: 101,181 shares; 2026Q2: 103,157 shares 103,157 $5.2M 0.57% +1,976 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,113 shares; 2024Q4: 24,353 shares; 2025Q1: 10,162 shares; 2025Q2: 17,521 shares; 2025Q3: 70,370 shares; 2025Q4: 167,041 shares; 2026Q1: 197,874 shares; 2026Q2: 208,930 shares 208,930 $5.03M 0.55% +11,056 Timeline SPTS 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: 53,045 shares; 2024Q4: 50,936 shares; 2025Q1: 90,546 shares; 2025Q2: 106,023 shares; 2025Q3: 131,941 shares; 2025Q4: 136,525 shares; 2026Q1: 154,988 shares; 2026Q2: 163,954 shares 163,954 $4.76M 0.52% +8,966 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,978 shares; 2026Q1: 43,073 shares; 2026Q2: 47,556 shares 47,556 $4.59M 0.5% +4,483 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,772 shares; 2024Q4: 69,868 shares; 2025Q1: 32,050 shares; 2025Q2: 32,371 shares; 2025Q3: 40,950 shares; 2025Q4: 39,212 shares; 2026Q1: 38,649 shares; 2026Q2: 38,890 shares 38,890 $4.54M 0.5% +241 Timeline SPTI 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: 91,272 shares; 2024Q4: 90,661 shares; 2025Q1: 103,996 shares; 2025Q2: 112,257 shares; 2025Q3: 126,430 shares; 2025Q4: 129,361 shares; 2026Q1: 151,169 shares; 2026Q2: 157,470 shares 157,470 $4.47M 0.49% +6,301 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: 6,358 shares; 2024Q4: 6,732 shares; 2025Q1: 4,788 shares; 2025Q2: 4,678 shares; 2025Q3: 5,070 shares; 2025Q4: 5,714 shares; 2026Q1: 6,166 shares; 2026Q2: 6,508 shares 6,508 $4.47M 0.49% +342 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: 2,005 shares; 2024Q4: 2,090 shares; 2025Q1: 2,428 shares; 2025Q2: 2,497 shares; 2025Q3: 3,264 shares; 2025Q4: 3,959 shares; 2026Q1: 4,130 shares; 2026Q2: 4,284 shares 4,284 $4.33M 0.48% +154 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 3,824 shares; 2025Q3: 2,357 shares; 2025Q4: 1,544 shares; 2026Q1: 9,591 shares; 2026Q2: 19,820 shares 19,820 $4.33M 0.47% +10,229 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,932 shares; 2024Q4: 35,651 shares; 2025Q1: 38,725 shares; 2025Q2: 37,232 shares; 2025Q3: 37,484 shares; 2025Q4: 30,185 shares; 2026Q1: 31,695 shares; 2026Q2: 30,964 shares 30,964 $4.26M 0.47% -731 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,743 shares; 2025Q3: 11,302 shares; 2025Q4: 12,378 shares; 2026Q1: 9,177 shares; 2026Q2: 8,666 shares 8,666 $4.19M 0.46% -511 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: 108,428 shares; 2024Q4: 110,804 shares; 2025Q1: 83,287 shares; 2025Q2: 84,159 shares; 2025Q3: 88,828 shares; 2025Q4: 55,569 shares; 2026Q1: 59,350 shares; 2026Q2: 58,695 shares 58,695 $4.18M 0.46% -655 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,332 shares; 2024Q4: 51,837 shares; 2025Q1: 44,029 shares; 2025Q2: 51,378 shares; 2025Q3: 51,471 shares; 2025Q4: 52,826 shares; 2026Q1: 54,775 shares; 2026Q2: 56,160 shares 56,160 $4.12M 0.45% +1,385 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,751 shares; 2024Q4: 43,264 shares; 2025Q1: 62,199 shares; 2025Q2: 59,660 shares; 2025Q3: 66,283 shares; 2025Q4: 66,840 shares; 2026Q1: 76,946 shares; 2026Q2: 80,179 shares 80,179 $4.04M 0.44% +3,233 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: 6,384 shares; 2025Q1: 5,300 shares; 2025Q2: 6,276 shares; 2025Q3: 6,221 shares; 2025Q4: 7,250 shares; 2026Q1: 7,409 shares; 2026Q2: 45,534 shares 45,534 $3.92M 0.43% +38,125 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,733 shares; 2024Q4: 11,529 shares; 2025Q1: 20,171 shares; 2025Q2: 23,009 shares; 2025Q3: 26,963 shares; 2025Q4: 29,088 shares; 2026Q1: 31,929 shares; 2026Q2: 33,223 shares 33,223 $3.78M 0.41% +1,294 Timeline SPAB 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: 188,266 shares; 2024Q4: 188,749 shares; 2025Q1: 191,090 shares; 2025Q2: 190,653 shares; 2025Q3: 191,004 shares; 2025Q4: 135,876 shares; 2026Q1: 139,045 shares; 2026Q2: 146,946 shares 146,946 $3.75M 0.41% +7,901 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,991 shares; 2024Q4: 11,091 shares; 2025Q1: 10,675 shares; 2025Q2: 8,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,935 shares; 2026Q2: 42,686 shares 42,686 $3.61M 0.4% +3,751 Timeline VGIT 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: 60,418 shares; 2025Q4: 58,951 shares; 2026Q1: 58,942 shares; 2026Q2: 60,803 shares 60,803 $3.59M 0.39% +1,861 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: 9,494 shares; 2024Q4: 50,359 shares; 2025Q1: 73,770 shares; 2025Q2: 81,888 shares; 2025Q3: 91,237 shares; 2025Q4: 92,069 shares; 2026Q1: 98,485 shares; 2026Q2: 103,466 shares 103,466 $3.5M 0.38% +4,981 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,583 shares; 2024Q4: 40,108 shares; 2025Q1: 38,369 shares; 2025Q2: 33,338 shares; 2025Q3: 32,609 shares; 2025Q4: 32,939 shares; 2026Q1: 33,826 shares; 2026Q2: 33,628 shares 33,628 $3.44M 0.38% -198 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,872 shares; 2024Q4: 49,603 shares; 2025Q1: 53,808 shares; 2025Q2: 56,390 shares; 2025Q3: 56,422 shares; 2025Q4: 54,644 shares; 2026Q1: 53,887 shares; 2026Q2: 55,357 shares 55,357 $3.4M 0.37% +1,470 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 8,607 shares; 2026Q1: 16,831 shares; 2026Q2: 32,463 shares 32,463 $3.29M 0.36% +15,632 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,080 shares; 2024Q4: 32,454 shares; 2025Q1: 33,319 shares; 2025Q2: 34,876 shares; 2025Q3: 36,420 shares; 2025Q4: 35,062 shares; 2026Q1: 34,921 shares; 2026Q2: 35,203 shares 35,203 $3.29M 0.36% +282 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336,772 shares; 2025Q4: 410,784 shares; 2026Q1: 412,899 shares; 2026Q2: 427,790 shares 427,790 $3.29M 0.36% +14,891 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,182 shares; 2024Q4: 8,132 shares; 2025Q1: 7,757 shares; 2025Q2: 6,705 shares; 2025Q3: 7,047 shares; 2025Q4: 7,275 shares; 2026Q1: 14,695 shares; 2026Q2: 12,089 shares 12,089 $3.15M 0.35% -2,606 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV 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: 20,315 shares; 2026Q1: 28,554 shares; 2026Q2: 29,601 shares 29,601 $3.15M 0.34% +1,047 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 6,815 shares; 2025Q1: 4,235 shares; 2025Q2: 4,837 shares; 2025Q3: 4,744 shares; 2025Q4: 4,934 shares; 2026Q1: 5,160 shares; 2026Q2: 5,378 shares 5,378 $3.12M 0.34% +218 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,399 shares; 2024Q4: not reported; 2025Q1: 14,335 shares; 2025Q2: 15,170 shares; 2025Q3: 13,377 shares; 2025Q4: 11,983 shares; 2026Q1: 12,444 shares; 2026Q2: 18,614 shares 18,614 $3.03M 0.33% +6,170 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; 2024Q3: 26,478 shares; 2024Q4: 32,438 shares; 2025Q1: 32,856 shares; 2025Q2: 31,918 shares; 2025Q3: 37,226 shares; 2025Q4: 38,504 shares; 2026Q1: 40,313 shares; 2026Q2: 41,939 shares 41,939 $3.03M 0.33% +1,626 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; 2024Q3: 11,620 shares; 2024Q4: 11,634 shares; 2025Q1: 8,580 shares; 2025Q2: 2,013 shares; 2025Q3: 1,774 shares; 2025Q4: 7,971 shares; 2026Q1: 17,630 shares; 2026Q2: 18,117 shares 18,117 $2.98M 0.33% +487 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; 2024Q3: 45,306 shares; 2024Q4: 47,458 shares; 2025Q1: 47,118 shares; 2025Q2: 47,303 shares; 2025Q3: 48,556 shares; 2025Q4: 42,187 shares; 2026Q1: 43,830 shares; 2026Q2: 48,575 shares 48,575 $2.95M 0.32% +4,745 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: 19,840 shares; 2024Q4: 20,982 shares; 2025Q1: 20,065 shares; 2025Q2: 22,975 shares; 2025Q3: 28,851 shares; 2025Q4: 31,884 shares; 2026Q1: 34,450 shares; 2026Q2: 34,251 shares 34,251 $2.83M 0.31% -199 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,461 shares; 2024Q4: 177,546 shares; 2025Q1: 201,334 shares; 2025Q2: 181,005 shares; 2025Q3: 189,582 shares; 2025Q4: 195,899 shares; 2026Q1: 196,356 shares; 2026Q2: 208,436 shares 208,436 $2.78M 0.31% +12,080 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV 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: 104,760 shares 104,760 $2.72M 0.3% new 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; 2024Q3: 16,143 shares; 2024Q4: 16,203 shares; 2025Q1: 16,403 shares; 2025Q2: 18,600 shares; 2025Q3: 26,270 shares; 2025Q4: 32,910 shares; 2026Q1: 27,939 shares; 2026Q2: 28,928 shares 28,928 $2.71M 0.3% +989 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,143 shares; 2024Q4: 13,743 shares; 2025Q1: 12,303 shares; 2025Q2: 14,138 shares; 2025Q3: 17,071 shares; 2025Q4: 19,329 shares; 2026Q1: 25,689 shares; 2026Q2: 29,267 shares 29,267 $2.7M 0.3% +3,578 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,232 shares; 2024Q4: 7,886 shares; 2025Q1: 4,511 shares; 2025Q2: 4,514 shares; 2025Q3: 4,462 shares; 2025Q4: 11,136 shares; 2026Q1: 11,374 shares; 2026Q2: 11,970 shares 11,970 $2.64M 0.29% +596 Timeline IGIB 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: 8,199 shares; 2025Q4: 33,837 shares; 2026Q1: 44,408 shares; 2026Q2: 48,484 shares 48,484 $2.58M 0.28% +4,076 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: not reported; 2026Q1: 1,834 shares; 2026Q2: 2,152 shares 2,152 $2.53M 0.28% +318 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: 2,569 shares; 2024Q4: 2,611 shares; 2025Q1: 2,603 shares; 2025Q2: 2,748 shares; 2025Q3: 2,741 shares; 2025Q4: 2,469 shares; 2026Q1: 3,352 shares; 2026Q2: 3,372 shares 3,372 $2.52M 0.28% +20 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; 2024Q3: 26,875 shares; 2024Q4: 37,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,158 shares; 2025Q4: 13,097 shares; 2026Q1: 15,391 shares; 2026Q2: 32,481 shares 32,481 $2.48M 0.27% +17,090 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: 6,371 shares; 2024Q4: 6,606 shares; 2025Q1: 6,531 shares; 2025Q2: 6,425 shares; 2025Q3: 6,665 shares; 2025Q4: 6,744 shares; 2026Q1: 7,088 shares; 2026Q2: 6,869 shares 6,869 $2.42M 0.27% -219 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,372 shares; 2024Q4: 54,678 shares; 2025Q1: 49,448 shares; 2025Q2: 48,569 shares; 2025Q3: 50,779 shares; 2025Q4: 105,318 shares; 2026Q1: 106,292 shares; 2026Q2: 75,662 shares 75,662 $2.42M 0.27% -30,630 Timeline SCYB 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: 8,088 shares; 2024Q4: 30,449 shares; 2025Q1: 41,859 shares; 2025Q2: 43,540 shares; 2025Q3: 69,367 shares; 2025Q4: 87,385 shares; 2026Q1: 92,179 shares; 2026Q2: 90,829 shares 90,829 $2.38M 0.26% -1,350 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,261 shares; 2024Q4: 63,685 shares; 2025Q1: 61,541 shares; 2025Q2: 86,457 shares; 2025Q3: 67,370 shares; 2025Q4: 43,474 shares; 2026Q1: 40,521 shares; 2026Q2: 41,255 shares 41,255 $2.31M 0.25% +734 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,889 shares; 2024Q4: 14,141 shares; 2025Q1: 16,372 shares; 2025Q2: 14,581 shares; 2025Q3: 42,323 shares; 2025Q4: 38,683 shares; 2026Q1: 39,009 shares; 2026Q2: 40,363 shares 40,363 $2.28M 0.25% +1,354 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,725 shares; 2024Q4: 26,692 shares; 2025Q1: 26,296 shares; 2025Q2: 25,953 shares; 2025Q3: 27,489 shares; 2025Q4: 28,137 shares; 2026Q1: 28,141 shares; 2026Q2: 29,167 shares 29,167 $2.25M 0.25% +1,026 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; 2024Q3: 9,700 shares; 2024Q4: 10,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,974 shares 10,974 $2.25M 0.25% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,556 shares; 2025Q2: 11,683 shares; 2025Q3: 12,456 shares; 2025Q4: 32,628 shares; 2026Q1: 30,930 shares; 2026Q2: 26,912 shares 26,912 $2.23M 0.24% -4,018 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: 17,474 shares; 2024Q4: 16,153 shares; 2025Q1: 15,980 shares; 2025Q2: 18,963 shares; 2025Q3: 29,166 shares; 2025Q4: 33,282 shares; 2026Q1: 36,000 shares; 2026Q2: 39,095 shares 39,095 $2.23M 0.24% +3,095 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: 14,560 shares; 2025Q2: 14,248 shares; 2025Q3: 8,563 shares; 2025Q4: 6,574 shares; 2026Q1: 6,367 shares; 2026Q2: 5,066 shares 5,066 $2.2M 0.24% -1,301 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,033 shares; 2024Q4: 44,291 shares; 2025Q1: 45,302 shares; 2025Q2: 48,171 shares; 2025Q3: 50,624 shares; 2025Q4: 49,143 shares; 2026Q1: 48,735 shares; 2026Q2: 49,511 shares 49,511 $2.18M 0.24% +776 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: 76,723 shares; 2024Q4: 85,220 shares; 2025Q1: 85,910 shares; 2025Q2: 93,427 shares; 2025Q3: 98,390 shares; 2025Q4: 18,414 shares; 2026Q1: 15,724 shares; 2026Q2: 14,597 shares 14,597 $2.16M 0.24% -1,127 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: 12,849 shares; 2024Q4: 11,967 shares; 2025Q1: 9,155 shares; 2025Q2: 8,709 shares; 2025Q3: 34,852 shares; 2025Q4: 37,273 shares; 2026Q1: 38,992 shares; 2026Q2: 50,932 shares 50,932 $2.16M 0.24% +11,940 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 10,247 shares; 2025Q4: 14,727 shares; 2026Q1: 14,826 shares; 2026Q2: 15,586 shares 15,586 $2.1M 0.23% +760 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,898 shares; 2024Q4: 3,956 shares; 2025Q1: 3,912 shares; 2025Q2: 3,814 shares; 2025Q3: 3,975 shares; 2025Q4: 4,094 shares; 2026Q1: 4,082 shares; 2026Q2: 4,189 shares 4,189 $2.08M 0.23% +107 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: 14,950 shares; 2025Q1: 17,556 shares; 2025Q2: 19,215 shares; 2025Q3: 20,961 shares; 2025Q4: 21,450 shares; 2026Q1: 23,814 shares; 2026Q2: 25,040 shares 25,040 $2.05M 0.22% +1,226 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,476 shares; 2024Q4: 8,724 shares; 2025Q1: 8,288 shares; 2025Q2: 8,224 shares; 2025Q3: 10,070 shares; 2025Q4: 10,067 shares; 2026Q1: 7,365 shares; 2026Q2: 5,585 shares 5,585 $2.04M 0.22% -1,780 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,625 shares; 2025Q3: 48,636 shares; 2025Q4: 64,624 shares; 2026Q1: 65,831 shares; 2026Q2: 59,566 shares 59,566 $1.99M 0.22% -6,265 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: 7,107 shares; 2024Q4: 7,048 shares; 2025Q1: 7,136 shares; 2025Q2: 7,348 shares; 2025Q3: 7,919 shares; 2025Q4: 7,914 shares; 2026Q1: 8,036 shares; 2026Q2: 7,918 shares 7,918 $1.99M 0.22% -118 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 2,097 shares; 2025Q1: not reported; 2025Q2: 2,028 shares; 2025Q3: 11,141 shares; 2025Q4: 14,320 shares; 2026Q1: 15,666 shares; 2026Q2: 18,447 shares 18,447 $1.98M 0.22% +2,781 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 15,442 shares; 2025Q1: 23,579 shares; 2025Q2: 27,479 shares; 2025Q3: 23,575 shares; 2025Q4: 21,980 shares; 2026Q1: 21,738 shares; 2026Q2: 22,313 shares 22,313 $1.96M 0.21% +575 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,891 shares; 2024Q4: 24,393 shares; 2025Q1: 28,794 shares; 2025Q2: 30,317 shares; 2025Q3: 33,594 shares; 2025Q4: 33,899 shares; 2026Q1: 38,563 shares; 2026Q2: 40,112 shares 40,112 $1.94M 0.21% +1,549 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,883 shares; 2025Q1: 22,104 shares; 2025Q2: 18,275 shares; 2025Q3: 15,479 shares; 2025Q4: 12,753 shares; 2026Q1: 11,241 shares; 2026Q2: 11,408 shares 11,408 $1.94M 0.21% +167 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,283 shares; 2024Q4: 10,247 shares; 2025Q1: 10,236 shares; 2025Q2: 10,279 shares; 2025Q3: 10,164 shares; 2025Q4: 10,723 shares; 2026Q1: 10,320 shares; 2026Q2: 11,801 shares 11,801 $1.86M 0.2% +1,481 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,760 shares; 2024Q4: 49,737 shares; 2025Q1: 39,094 shares; 2025Q2: 35,912 shares; 2025Q3: 32,635 shares; 2025Q4: 33,180 shares; 2026Q1: 38,006 shares; 2026Q2: 42,730 shares 42,730 $1.86M 0.2% +4,724 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: 21,073 shares; 2024Q4: 20,707 shares; 2025Q1: 20,872 shares; 2025Q2: 21,506 shares; 2025Q3: 21,910 shares; 2025Q4: 22,523 shares; 2026Q1: 22,658 shares; 2026Q2: 22,776 shares 22,776 $1.85M 0.2% +118 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,751 shares; 2024Q4: 17,440 shares; 2025Q1: 24,467 shares; 2025Q2: 26,550 shares; 2025Q3: 30,068 shares; 2025Q4: 30,697 shares; 2026Q1: 34,783 shares; 2026Q2: 36,839 shares 36,839 $1.85M 0.2% +2,056 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,866 shares; 2025Q4: 32,473 shares; 2026Q1: 31,530 shares; 2026Q2: 34,200 shares 34,200 $1.8M 0.2% +2,670 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,824 shares; 2025Q2: 13,655 shares; 2025Q3: 17,431 shares; 2025Q4: 19,380 shares; 2026Q1: 21,114 shares; 2026Q2: 21,835 shares 21,835 $1.8M 0.2% +721 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,262 shares; 2025Q1: 2,079 shares; 2025Q2: 2,107 shares; 2025Q3: 2,043 shares; 2025Q4: 3,548 shares; 2026Q1: 3,578 shares; 2026Q2: 3,520 shares 3,520 $1.79M 0.2% -58 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,145 shares; 2025Q3: 35,696 shares; 2025Q4: 48,940 shares; 2026Q1: 52,240 shares; 2026Q2: 52,113 shares 52,113 $1.79M 0.2% -127 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,444 shares; 2026Q2: 34,880 shares 34,880 $1.78M 0.19% +9,436 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,515 shares; 2025Q1: 2,215 shares; 2025Q2: 7,346 shares; 2025Q3: 6,866 shares; 2025Q4: 5,542 shares; 2026Q1: 5,553 shares; 2026Q2: 11,243 shares 11,243 $1.76M 0.19% +5,690 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 71,027 shares; 2026Q2: 74,233 shares 74,233 $1.76M 0.19% +3,206 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,245 shares; 2026Q1: 29,207 shares; 2026Q2: 29,408 shares 29,408 $1.76M 0.19% +201 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,933 shares; 2024Q4: 11,835 shares; 2025Q1: 11,504 shares; 2025Q2: 11,791 shares; 2025Q3: 12,219 shares; 2025Q4: 12,595 shares; 2026Q1: 13,497 shares; 2026Q2: 13,626 shares 13,626 $1.72M 0.19% +129 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,987 shares; 2024Q4: 31,848 shares; 2025Q1: 30,160 shares; 2025Q2: 31,797 shares; 2025Q3: 32,074 shares; 2025Q4: 34,165 shares; 2026Q1: 37,335 shares; 2026Q2: 38,883 shares 38,883 $1.71M 0.19% +1,548 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 14,907 shares; 2026Q2: 22,497 shares 22,497 $1.71M 0.19% +7,590 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 560 shares; 2025Q1: 349 shares; 2025Q2: 372 shares; 2025Q3: 385 shares; 2025Q4: 1,800 shares; 2026Q1: 1,968 shares; 2026Q2: 16,820 shares 16,820 $1.67M 0.18% +14,852 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,730 shares; 2026Q1: 11,979 shares; 2026Q2: 16,170 shares 16,170 $1.65M 0.18% +4,191 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,328 shares; 2024Q4: 14,726 shares; 2025Q1: 13,915 shares; 2025Q2: 13,341 shares; 2025Q3: 8,978 shares; 2025Q4: 9,149 shares; 2026Q1: 8,818 shares; 2026Q2: 8,631 shares 8,631 $1.59M 0.17% -187 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: 30,146 shares; 2024Q4: 28,497 shares; 2025Q1: 27,432 shares; 2025Q2: 27,644 shares; 2025Q3: 27,728 shares; 2025Q4: 27,979 shares; 2026Q1: 31,837 shares; 2026Q2: 32,861 shares 32,861 $1.59M 0.17% +1,024 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,231 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,246 shares 5,246 $1.56M 0.17% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,527 shares; 2024Q4: 33,547 shares; 2025Q1: 32,341 shares; 2025Q2: 32,638 shares; 2025Q3: 31,855 shares; 2025Q4: 30,278 shares; 2026Q1: 33,560 shares; 2026Q2: 33,510 shares 33,510 $1.53M 0.17% -50 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,141 shares; 2024Q4: 12,105 shares; 2025Q1: 13,815 shares; 2025Q2: 15,257 shares; 2025Q3: 46,354 shares; 2025Q4: 16,848 shares; 2026Q1: 17,465 shares; 2026Q2: 14,919 shares 14,919 $1.5M 0.16% -2,546 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,813 shares; 2026Q2: 6,292 shares 6,292 $1.5M 0.16% +479 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: 3,514 shares; 2024Q4: 3,062 shares; 2025Q1: 3,024 shares; 2025Q2: 3,084 shares; 2025Q3: 4,278 shares; 2025Q4: 4,766 shares; 2026Q1: 5,163 shares; 2026Q2: 2,982 shares 2,982 $1.49M 0.16% -2,181 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,373 shares; 2024Q4: 66,330 shares; 2025Q1: 37,157 shares; 2025Q2: 35,649 shares; 2025Q3: 29,709 shares; 2025Q4: 29,438 shares; 2026Q1: 29,360 shares; 2026Q2: 29,170 shares 29,170 $1.45M 0.16% -190 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: 3,869 shares; 2024Q4: 3,795 shares; 2025Q1: 3,812 shares; 2025Q2: 3,818 shares; 2025Q3: 3,378 shares; 2025Q4: 5,658 shares; 2026Q1: 9,189 shares; 2026Q2: 6,661 shares 6,661 $1.42M 0.16% -2,528 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,473 shares; 2024Q4: 14,174 shares; 2025Q1: 27,898 shares; 2025Q2: 40,763 shares; 2025Q3: 7,242 shares; 2025Q4: 7,516 shares; 2026Q1: 7,195 shares; 2026Q2: 19,470 shares 19,470 $1.4M 0.15% +12,275 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,466 shares; 2024Q4: 9,471 shares; 2025Q1: 2,855 shares; 2025Q2: 2,927 shares; 2025Q3: 3,027 shares; 2025Q4: 2,432 shares; 2026Q1: 11,188 shares; 2026Q2: 7,097 shares 7,097 $1.38M 0.15% -4,091 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,830 shares; 2024Q4: 12,636 shares; 2025Q1: 15,369 shares; 2025Q2: 16,280 shares; 2025Q3: 17,679 shares; 2025Q4: 17,819 shares; 2026Q1: 19,870 shares; 2026Q2: 20,486 shares 20,486 $1.38M 0.15% +616 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: 3,309 shares; 2024Q4: 3,184 shares; 2025Q1: 3,357 shares; 2025Q2: 3,761 shares; 2025Q3: 3,951 shares; 2025Q4: 3,769 shares; 2026Q1: 3,794 shares; 2026Q2: 3,893 shares 3,893 $1.38M 0.15% +99 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: 2,866 shares; 2024Q4: 2,552 shares; 2025Q1: 2,997 shares; 2025Q2: 2,520 shares; 2025Q3: 4,945 shares; 2025Q4: 6,703 shares; 2026Q1: 7,582 shares; 2026Q2: 8,111 shares 8,111 $1.34M 0.15% +529 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; 2024Q3: 3,543 shares; 2024Q4: 3,713 shares; 2025Q1: 3,651 shares; 2025Q2: 3,994 shares; 2025Q3: 4,271 shares; 2025Q4: 6,881 shares; 2026Q1: 5,236 shares; 2026Q2: 5,384 shares 5,384 $1.31M 0.14% +148 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,993 shares; 2024Q4: 71,204 shares; 2025Q1: 69,075 shares; 2025Q2: 69,737 shares; 2025Q3: 74,079 shares; 2025Q4: 34,850 shares; 2026Q1: 33,998 shares; 2026Q2: 35,018 shares 35,018 $1.28M 0.14% +1,020 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 13,868 shares; 2025Q4: 17,103 shares; 2026Q1: 29,304 shares; 2026Q2: 28,174 shares 28,174 $1.28M 0.14% -1,130 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: 1,436 shares; 2024Q4: 1,710 shares; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,691 shares; 2025Q4: 2,048 shares; 2026Q1: not reported; 2026Q2: 8,567 shares 8,567 $1.26M 0.14% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 2,951 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,428 shares 23,428 $1.2M 0.13% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 2,750 shares; 2025Q1: not reported; 2025Q2: 6,491 shares; 2025Q3: 9,474 shares; 2025Q4: 8,538 shares; 2026Q1: 4,264 shares; 2026Q2: 8,178 shares 8,178 $1.2M 0.13% +3,914 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 735 shares; 2026Q1: 730 shares; 2026Q2: 602 shares 602 $1.19M 0.13% -128 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: 703 shares; 2024Q4: 656 shares; 2025Q1: 466 shares; 2025Q2: 1,863 shares; 2025Q3: 3,044 shares; 2025Q4: 646 shares; 2026Q1: 691 shares; 2026Q2: 592 shares 592 $1.18M 0.13% -99 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,004 shares; 2024Q4: 7,668 shares; 2025Q1: 5,692 shares; 2025Q2: 5,750 shares; 2025Q3: 4,669 shares; 2025Q4: 42,072 shares; 2026Q1: 43,687 shares; 2026Q2: 16,030 shares 16,030 $1.14M 0.13% -27,657 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,997 shares; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,145 shares; 2025Q4: 2,819 shares; 2026Q1: 11,954 shares; 2026Q2: 11,206 shares 11,206 $1.14M 0.13% -748 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,821 shares; 2025Q4: 45,443 shares; 2026Q1: 42,660 shares; 2026Q2: 38,688 shares 38,688 $1.14M 0.13% -3,972 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: 1,314 shares; 2024Q4: 1,308 shares; 2025Q1: 1,179 shares; 2025Q2: 1,508 shares; 2025Q3: 2,375 shares; 2025Q4: 2,399 shares; 2026Q1: 1,986 shares; 2026Q2: 1,211 shares 1,211 $1.13M 0.12% -775 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; 2024Q3: 1,053 shares; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,770 shares 6,770 $1.11M 0.12% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,558 shares; 2025Q1: 34,796 shares; 2025Q2: 31,744 shares; 2025Q3: 19,260 shares; 2025Q4: 15,918 shares; 2026Q1: 11,348 shares; 2026Q2: 11,205 shares 11,205 $1.08M 0.12% -143 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 6,044 shares; 2025Q1: 5,746 shares; 2025Q2: 6,989 shares; 2025Q3: 7,152 shares; 2025Q4: 7,355 shares; 2026Q1: 7,393 shares; 2026Q2: 3,168 shares 3,168 $1.05M 0.11% -4,225 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 3,235 shares; 2025Q1: 4,887 shares; 2025Q2: 4,701 shares; 2025Q3: 5,020 shares; 2025Q4: 7,779 shares; 2026Q1: 7,023 shares; 2026Q2: 4,600 shares 4,600 $1.04M 0.11% -2,423 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,997 shares; 2024Q4: 9,448 shares; 2025Q1: 8,971 shares; 2025Q2: 8,636 shares; 2025Q3: 6,598 shares; 2025Q4: 5,225 shares; 2026Q1: 4,980 shares; 2026Q2: 4,387 shares 4,387 $1.04M 0.11% -593 Timeline BANK OF AMER CORP 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: 826 shares; 2024Q4: 865 shares; 2025Q1: 1,268 shares; 2025Q2: 1,280 shares; 2025Q3: 1,403 shares; 2025Q4: 1,331 shares; 2026Q1: 1,294 shares; 2026Q2: 807 shares 807 $1.01M 0.11% -487 FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,134 shares; 2025Q2: 3,633 shares; 2025Q3: 25,052 shares; 2025Q4: 18,047 shares; 2026Q1: 6,205 shares; 2026Q2: 6,529 shares 6,529 $1M 0.11% +324 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: 10,281 shares; 2024Q4: 3,040 shares; 2025Q1: 7,480 shares; 2025Q2: 3,263 shares; 2025Q3: 3,138 shares; 2025Q4: 3,253 shares; 2026Q1: 3,344 shares; 2026Q2: 2,886 shares 2,886 $990K 0.11% -458 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,240 shares; 2024Q4: 31,339 shares; 2025Q1: 19,968 shares; 2025Q2: 18,733 shares; 2025Q3: 15,266 shares; 2025Q4: 15,859 shares; 2026Q1: 18,107 shares; 2026Q2: 18,296 shares 18,296 $988K 0.11% +189 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,859 shares 10,859 $984K 0.11% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: 6,921 shares; 2025Q1: 6,828 shares; 2025Q2: 7,013 shares; 2025Q3: 6,544 shares; 2025Q4: 12,309 shares; 2026Q1: 12,429 shares; 2026Q2: 12,548 shares 12,548 $968K 0.11% +119 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,899 shares; 2025Q3: 3,839 shares; 2025Q4: 3,427 shares; 2026Q1: 14,752 shares; 2026Q2: 15,344 shares 15,344 $966K 0.11% +592 Timeline WELLS FARGO & CO 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: 839 shares; 2024Q4: 1,107 shares; 2025Q1: 1,510 shares; 2025Q2: 1,438 shares; 2025Q3: 1,536 shares; 2025Q4: 1,451 shares; 2026Q1: 1,326 shares; 2026Q2: 830 shares 830 $960K 0.11% -496 PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 19,181 shares; 2026Q2: 19,181 shares 19,181 $949K 0.1% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 1,201 shares; 2025Q4: 1,422 shares; 2026Q1: 1,460 shares; 2026Q2: 1,467 shares 1,467 $940K 0.1% +7 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,787 shares; 2024Q4: 37,869 shares; 2025Q1: 38,442 shares; 2025Q2: 40,776 shares; 2025Q3: 29,390 shares; 2025Q4: 10,403 shares; 2026Q1: 9,786 shares; 2026Q2: 9,573 shares 9,573 $923K 0.1% -213 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,570 shares; 2025Q2: 13,337 shares; 2025Q3: 15,384 shares; 2025Q4: 15,202 shares; 2026Q1: 12,247 shares; 2026Q2: 12,153 shares 12,153 $918K 0.1% -94 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 3,264 shares; 2025Q3: 3,687 shares; 2025Q4: 6,775 shares; 2026Q1: 6,741 shares; 2026Q2: 9,428 shares 9,428 $907K 0.1% +2,687 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,355 shares; 2025Q2: 7,355 shares; 2025Q3: 7,355 shares; 2025Q4: 7,205 shares; 2026Q1: 27,479 shares; 2026Q2: 26,679 shares 26,679 $902K 0.1% -800 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,247 shares; 2025Q1: 1,185 shares; 2025Q2: 407 shares; 2025Q3: 406 shares; 2025Q4: 423 shares; 2026Q1: 431 shares; 2026Q2: 433 shares 433 $901K 0.1% +2 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: 5,146 shares; 2024Q4: 5,118 shares; 2025Q1: 5,603 shares; 2025Q2: 6,141 shares; 2025Q3: 6,622 shares; 2025Q4: 6,010 shares; 2026Q1: 13,611 shares; 2026Q2: 6,577 shares 6,577 $899K 0.1% -7,034 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: 6,440 shares; 2024Q4: 6,390 shares; 2025Q1: 18,658 shares; 2025Q2: 17,615 shares; 2025Q3: 13,014 shares; 2025Q4: 10,912 shares; 2026Q1: 7,035 shares; 2026Q2: 6,964 shares 6,964 $895K 0.1% -71 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: 8,474 shares; 2024Q4: 6,244 shares; 2025Q1: 1,187 shares; 2025Q2: 1,327 shares; 2025Q3: 1,213 shares; 2025Q4: 1,186 shares; 2026Q1: 1,206 shares; 2026Q2: 823 shares 823 $876K 0.1% -383 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,825 shares; 2024Q4: 10,300 shares; 2025Q1: 10,200 shares; 2025Q2: 10,100 shares; 2025Q3: 10,511 shares; 2025Q4: 10,187 shares; 2026Q1: 10,991 shares; 2026Q2: 10,896 shares 10,896 $865K 0.09% -95 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,338 shares 9,338 $856K 0.09% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,459 shares; 2024Q4: 11,396 shares; 2025Q1: 11,211 shares; 2025Q2: 10,698 shares; 2025Q3: 10,846 shares; 2025Q4: 11,242 shares; 2026Q1: 11,651 shares; 2026Q2: 11,815 shares 11,815 $850K 0.09% +164 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,607 shares; 2026Q2: 16,741 shares 16,741 $842K 0.09% +1,134 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: 9,158 shares; 2024Q4: 8,984 shares; 2025Q1: 8,600 shares; 2025Q2: 8,763 shares; 2025Q3: 8,396 shares; 2025Q4: 8,460 shares; 2026Q1: 8,472 shares; 2026Q2: 8,447 shares 8,447 $808K 0.09% -25 Timeline FLTR 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: not reported; 2025Q1: not reported; 2025Q2: 15,750 shares; 2025Q3: 16,509 shares; 2025Q4: 16,509 shares; 2026Q1: 28,643 shares; 2026Q2: 31,072 shares 31,072 $796K 0.09% +2,429 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 17,877 shares; 2026Q1: not reported; 2026Q2: 19,844 shares 19,844 $777K 0.09% new 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: 6,153 shares; 2024Q4: 6,184 shares; 2025Q1: 4,131 shares; 2025Q2: 3,881 shares; 2025Q3: 3,399 shares; 2025Q4: 3,378 shares; 2026Q1: 3,548 shares; 2026Q2: 3,510 shares 3,510 $765K 0.08% -38 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,600 shares; 2025Q4: 16,303 shares; 2026Q1: 18,586 shares; 2026Q2: 21,638 shares 21,638 $755K 0.08% +3,052 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,448 shares; 2024Q4: 12,894 shares; 2025Q1: 11,603 shares; 2025Q2: 10,444 shares; 2025Q3: 6,103 shares; 2025Q4: 4,195 shares; 2026Q1: 3,936 shares; 2026Q2: 5,444 shares 5,444 $747K 0.08% +1,508 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 2,108 shares; 2025Q4: 2,582 shares; 2026Q1: 2,646 shares; 2026Q2: 5,786 shares 5,786 $718K 0.08% +3,140 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: 1,210 shares; 2024Q4: 1,170 shares; 2025Q1: 982 shares; 2025Q2: 1,047 shares; 2025Q3: 1,046 shares; 2025Q4: 1,096 shares; 2026Q1: 1,127 shares; 2026Q2: 1,397 shares 1,397 $712K 0.08% +270 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 3,328 shares; 2025Q1: 3,288 shares; 2025Q2: 2,649 shares; 2025Q3: 3,425 shares; 2025Q4: 3,955 shares; 2026Q1: 2,865 shares; 2026Q2: 2,913 shares 2,913 $706K 0.08% +48 Timeline VLUE 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: 3,195 shares; 2026Q2: 3,519 shares 3,519 $703K 0.08% +324 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: 1,746 shares; 2024Q4: 1,648 shares; 2025Q1: 1,670 shares; 2025Q2: 1,600 shares; 2025Q3: 1,531 shares; 2025Q4: 1,481 shares; 2026Q1: 1,430 shares; 2026Q2: 1,363 shares 1,363 $700K 0.08% -67 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 11,861 shares; 2026Q2: 11,861 shares 11,861 $700K 0.08% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,710 shares; 2024Q4: 22,083 shares; 2025Q1: 20,728 shares; 2025Q2: 18,850 shares; 2025Q3: 11,028 shares; 2025Q4: 7,388 shares; 2026Q1: 7,087 shares; 2026Q2: 7,048 shares 7,048 $684K 0.08% -39 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: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,829 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares; 2026Q2: 1,827 shares 1,827 $676K 0.07% +51 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,820 shares; 2024Q4: 74,321 shares; 2025Q1: 79,160 shares; 2025Q2: 113,117 shares; 2025Q3: 28,752 shares; 2025Q4: 76,457 shares; 2026Q1: 77,055 shares; 2026Q2: 80,474 shares 80,474 $653K 0.07% +3,419 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,577 shares; 2024Q4: 6,452 shares; 2025Q1: 6,452 shares; 2025Q2: 6,452 shares; 2025Q3: 6,532 shares; 2025Q4: 6,532 shares; 2026Q1: 6,532 shares; 2026Q2: 6,732 shares 6,732 $649K 0.07% +200 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,917 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,906 shares; 2025Q4: 1,717 shares; 2026Q1: 1,759 shares; 2026Q2: 4,860 shares 4,860 $644K 0.07% +3,101 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,362 shares; 2024Q4: 6,323 shares; 2025Q1: 3,137 shares; 2025Q2: 3,263 shares; 2025Q3: 3,232 shares; 2025Q4: 2,997 shares; 2026Q1: 2,979 shares; 2026Q2: 2,464 shares 2,464 $630K 0.07% -515 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,101 shares; 2025Q2: 9,833 shares; 2025Q3: 10,055 shares; 2025Q4: 9,727 shares; 2026Q1: 9,187 shares; 2026Q2: 12,597 shares 12,597 $624K 0.07% +3,410 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,900 shares; 2025Q1: 29,773 shares; 2025Q2: 28,570 shares; 2025Q3: 16,422 shares; 2025Q4: 12,191 shares; 2026Q1: 11,688 shares; 2026Q2: 11,872 shares 11,872 $619K 0.07% +184 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: 33,740 shares; 2024Q4: 34,483 shares; 2025Q1: 6,230 shares; 2025Q2: 6,941 shares; 2025Q3: 6,711 shares; 2025Q4: 6,879 shares; 2026Q1: 6,872 shares; 2026Q2: 5,251 shares 5,251 $617K 0.07% -1,621 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,069 shares; 2025Q2: 3,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares; 2026Q2: 1,506 shares 1,506 $606K 0.07% +3 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,234 shares; 2024Q4: 6,595 shares; 2025Q1: 8,926 shares; 2025Q2: 8,560 shares; 2025Q3: 6,957 shares; 2025Q4: 5,193 shares; 2026Q1: 5,395 shares; 2026Q2: 2,759 shares 2,759 $605K 0.07% -2,636 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,657 shares 3,657 $601K 0.07% new 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; 2024Q3: 4,844 shares; 2024Q4: 5,090 shares; 2025Q1: 5,159 shares; 2025Q2: 5,332 shares; 2025Q3: 5,411 shares; 2025Q4: 4,795 shares; 2026Q1: 4,844 shares; 2026Q2: 5,001 shares 5,001 $595K 0.07% +157 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; 2024Q3: 14,696 shares; 2024Q4: 15,354 shares; 2025Q1: not reported; 2025Q2: 13,064 shares; 2025Q3: 8,046 shares; 2025Q4: 5,325 shares; 2026Q1: 5,081 shares; 2026Q2: 5,206 shares 5,206 $592K 0.06% +125 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,518 shares; 2025Q1: 1,521 shares; 2025Q2: 1,523 shares; 2025Q3: 1,525 shares; 2025Q4: 3,054 shares; 2026Q1: 3,058 shares; 2026Q2: 3,061 shares 3,061 $583K 0.06% +3 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 20,265 shares; 2026Q2: 18,075 shares 18,075 $562K 0.06% -2,190 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 3,041 shares; 2025Q1: 4,463 shares; 2025Q2: 3,928 shares; 2025Q3: 1,983 shares; 2025Q4: 2,065 shares; 2026Q1: 2,078 shares; 2026Q2: 2,200 shares 2,200 $555K 0.06% +122 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,215 shares 4,215 $547K 0.06% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 4,585 shares; 2025Q4: 4,630 shares; 2026Q1: 5,490 shares; 2026Q2: 5,490 shares 5,490 $546K 0.06% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 972 shares; 2025Q4: 860 shares; 2026Q1: 843 shares; 2026Q2: 1,879 shares 1,879 $538K 0.06% +1,036 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,971 shares; 2025Q2: 4,869 shares; 2025Q3: 4,873 shares; 2025Q4: 4,275 shares; 2026Q1: not reported; 2026Q2: 11,427 shares 11,427 $536K 0.06% new 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: 2,350 shares; 2024Q4: 2,137 shares; 2025Q1: 1,633 shares; 2025Q2: 1,348 shares; 2025Q3: 1,220 shares; 2025Q4: 1,123 shares; 2026Q1: 1,059 shares; 2026Q2: 1,023 shares 1,023 $534K 0.06% -36 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 4,712 shares; 2026Q2: 4,714 shares 4,714 $534K 0.06% +2 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 10,447 shares; 2025Q1: 9,150 shares; 2025Q2: 8,628 shares; 2025Q3: 6,330 shares; 2025Q4: 3,602 shares; 2026Q1: 3,399 shares; 2026Q2: 2,740 shares 2,740 $534K 0.06% -659 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 1,024 shares; 2026Q1: 981 shares; 2026Q2: 985 shares 985 $534K 0.06% +4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,032 shares; 2024Q4: 35,461 shares; 2025Q1: 33,513 shares; 2025Q2: 32,296 shares; 2025Q3: 21,757 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,668 shares 21,668 $532K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 2,292 shares; 2025Q4: 2,186 shares; 2026Q1: 1,654 shares; 2026Q2: 1,664 shares 1,664 $528K 0.06% +10 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 6,138 shares; 2025Q1: 3,827 shares; 2025Q2: 3,688 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares; 2026Q2: 4,136 shares 4,136 $515K 0.06% -994 Timeline MTUM 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: 1,189 shares; 2025Q1: 1,437 shares; 2025Q2: 1,388 shares; 2025Q3: 1,375 shares; 2025Q4: 2,336 shares; 2026Q1: 2,380 shares; 2026Q2: 1,487 shares 1,487 $510K 0.06% -893 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: 4,074 shares; 2024Q4: 3,260 shares; 2025Q1: 2,775 shares; 2025Q2: 2,655 shares; 2025Q3: 2,588 shares; 2025Q4: 2,199 shares; 2026Q1: 2,215 shares; 2026Q2: 2,291 shares 2,291 $505K 0.06% +76 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,306 shares; 2024Q4: 13,587 shares; 2025Q1: 11,836 shares; 2025Q2: 11,972 shares; 2025Q3: 11,678 shares; 2025Q4: 12,017 shares; 2026Q1: 11,670 shares; 2026Q2: 12,365 shares 12,365 $503K 0.06% +695 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: 6,522 shares; 2024Q4: 5,948 shares; 2025Q1: 4,561 shares; 2025Q2: 4,550 shares; 2025Q3: 4,399 shares; 2025Q4: 4,219 shares; 2026Q1: 3,917 shares; 2026Q2: 3,655 shares 3,655 $495K 0.05% -262 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,758 shares; 2024Q4: 72,765 shares; 2025Q1: 70,550 shares; 2025Q2: 54,812 shares; 2025Q3: 48,995 shares; 2025Q4: 48,376 shares; 2026Q1: 46,241 shares; 2026Q2: 48,950 shares 48,950 $491K 0.05% +2,709 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,403 shares; 2025Q1: 3,185 shares; 2025Q2: 2,823 shares; 2025Q3: 1,710 shares; 2025Q4: 808 shares; 2026Q1: 775 shares; 2026Q2: 769 shares 769 $480K 0.05% -6 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,489 shares 2,489 $477K 0.05% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $477K 0.05% new 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; 2024Q3: 2,174 shares; 2024Q4: 2,096 shares; 2025Q1: 2,567 shares; 2025Q2: 2,396 shares; 2025Q3: 2,286 shares; 2025Q4: 2,130 shares; 2026Q1: 2,151 shares; 2026Q2: 2,130 shares 2,130 $475K 0.05% -21 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,042 shares 1,042 $470K 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,229 shares 2,229 $449K 0.05% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,053 shares; 2024Q4: 10,053 shares; 2025Q1: 10,053 shares; 2025Q2: 10,129 shares; 2025Q3: 10,053 shares; 2025Q4: 10,053 shares; 2026Q1: 10,053 shares; 2026Q2: 10,282 shares 10,282 $444K 0.05% +229 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,217 shares; 2026Q2: 14,082 shares 14,082 $440K 0.05% -1,135 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 9,098 shares; 2026Q1: 9,098 shares; 2026Q2: 9,098 shares 9,098 $434K 0.05% 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; 2024Q3: 6,372 shares; 2024Q4: 6,349 shares; 2025Q1: 6,871 shares; 2025Q2: 6,533 shares; 2025Q3: 6,695 shares; 2025Q4: 6,046 shares; 2026Q1: 6,047 shares; 2026Q2: 4,256 shares 4,256 $429K 0.05% -1,791 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: 912 shares; 2025Q3: 1,482 shares; 2025Q4: 1,396 shares; 2026Q1: 1,314 shares; 2026Q2: 1,525 shares 1,525 $429K 0.05% +211 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 421 shares; 2025Q4: 443 shares; 2026Q1: 436 shares; 2026Q2: 438 shares 438 $428K 0.05% +2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,956 shares; 2024Q4: 2,940 shares; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,005 shares; 2025Q4: 2,321 shares; 2026Q1: 2,449 shares; 2026Q2: 2,515 shares 2,515 $425K 0.05% +66 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 3,912 shares 3,912 $424K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $423K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 1,912 shares; 2026Q1: 2,052 shares; 2026Q2: 2,189 shares 2,189 $418K 0.05% +137 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 1,589 shares; 2026Q2: 2,308 shares 2,308 $407K 0.04% +719 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,578 shares; 2024Q4: 150,682 shares; 2025Q1: 149,203 shares; 2025Q2: 159,873 shares; 2025Q3: 111,556 shares; 2025Q4: 17,210 shares; 2026Q1: 15,031 shares; 2026Q2: 13,302 shares 13,302 $406K 0.04% -1,729 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 2,810 shares; 2025Q3: 2,977 shares; 2025Q4: 2,917 shares; 2026Q1: 3,146 shares; 2026Q2: 3,170 shares 3,170 $404K 0.04% +24 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,380 shares; 2025Q2: 26,873 shares; 2025Q3: 15,975 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,304 shares 14,304 $403K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,003 shares; 2025Q1: 1,016 shares; 2025Q2: 1,078 shares; 2025Q3: 1,072 shares; 2025Q4: 2,191 shares; 2026Q1: 1,123 shares; 2026Q2: 1,136 shares 1,136 $402K 0.04% +13 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,806 shares 10,806 $396K 0.04% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 5,616 shares; 2025Q1: 5,080 shares; 2025Q2: 4,632 shares; 2025Q3: 3,187 shares; 2025Q4: 6,370 shares; 2026Q1: 17,512 shares; 2026Q2: 1,927 shares 1,927 $395K 0.04% -15,585 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: 4,561 shares; 2024Q4: 4,105 shares; 2025Q1: 3,822 shares; 2025Q2: 1,650 shares; 2025Q3: 1,533 shares; 2025Q4: 1,571 shares; 2026Q1: 1,566 shares; 2026Q2: 1,455 shares 1,455 $393K 0.04% -111 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,373 shares; 2024Q4: 18,052 shares; 2025Q1: 17,458 shares; 2025Q2: 18,378 shares; 2025Q3: 19,637 shares; 2025Q4: 18,988 shares; 2026Q1: 18,855 shares; 2026Q2: 18,878 shares 18,878 $391K 0.04% +23 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,918 shares; 2026Q2: 7,746 shares 7,746 $390K 0.04% -1,172 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,031 shares; 2024Q4: not reported; 2025Q1: 6,731 shares; 2025Q2: 6,931 shares; 2025Q3: 7,231 shares; 2025Q4: 7,231 shares; 2026Q1: 7,653 shares; 2026Q2: 6,928 shares 6,928 $389K 0.04% -725 Timeline OIH 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: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,032 shares 1,032 $384K 0.04% -68 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 1,097 shares; 2025Q4: 417 shares; 2026Q1: 422 shares; 2026Q2: 397 shares 397 $382K 0.04% -25 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 5,551 shares; 2025Q3: 2,718 shares; 2025Q4: 2,380 shares; 2026Q1: 4,266 shares; 2026Q2: 1,554 shares 1,554 $377K 0.04% -2,712 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: 1,676 shares; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,842 shares; 2025Q3: 1,886 shares; 2025Q4: 2,037 shares; 2026Q1: 2,064 shares; 2026Q2: 2,082 shares 2,082 $377K 0.04% +18 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,565 shares; 2024Q4: 17,850 shares; 2025Q1: 11,039 shares; 2025Q2: 10,632 shares; 2025Q3: 8,637 shares; 2025Q4: 8,746 shares; 2026Q1: 8,509 shares; 2026Q2: 8,994 shares 8,994 $375K 0.04% +485 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: 1,241 shares; 2026Q1: 1,297 shares; 2026Q2: 451 shares 451 $374K 0.04% -846 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,843 shares; 2024Q4: 5,792 shares; 2025Q1: 5,756 shares; 2025Q2: 6,221 shares; 2025Q3: 6,108 shares; 2025Q4: 6,269 shares; 2026Q1: 6,161 shares; 2026Q2: 6,163 shares 6,163 $372K 0.04% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 5,252 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,771 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $372K 0.04% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,938 shares; 2026Q2: 11,440 shares 11,440 $364K 0.04% -498 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,572 shares; 2024Q4: 7,272 shares; 2025Q1: 6,772 shares; 2025Q2: 6,772 shares; 2025Q3: 6,772 shares; 2025Q4: 6,772 shares; 2026Q1: 6,398 shares; 2026Q2: 6,698 shares 6,698 $363K 0.04% +300 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 565 shares; 2025Q1: 475 shares; 2025Q2: 495 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 484 shares; 2026Q2: 473 shares 473 $357K 0.04% -11 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,115 shares; 2025Q1: 894 shares; 2025Q2: 953 shares; 2025Q3: 896 shares; 2025Q4: 815 shares; 2026Q1: 831 shares; 2026Q2: 558 shares 558 $354K 0.04% -273 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 4,397 shares; 2026Q1: 4,497 shares; 2026Q2: 4,497 shares 4,497 $342K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 1,006 shares; 2026Q1: 928 shares; 2026Q2: 889 shares 889 $332K 0.04% -39 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,596 shares 11,596 $325K 0.04% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 670 shares 670 $324K 0.04% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: 3,264 shares; 2025Q1: 13,622 shares; 2025Q2: 13,522 shares; 2025Q3: 2,440 shares; 2025Q4: 2,266 shares; 2026Q1: 2,294 shares; 2026Q2: 2,206 shares 2,206 $323K 0.04% -88 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,030 shares 2,030 $322K 0.04% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,487 shares; 2026Q2: 1,484 shares 1,484 $319K 0.03% -3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,795 shares; 2024Q4: 12,596 shares; 2025Q1: 7,532 shares; 2025Q2: 7,290 shares; 2025Q3: 7,000 shares; 2025Q4: 1,744 shares; 2026Q1: 1,592 shares; 2026Q2: 1,153 shares 1,153 $318K 0.03% -439 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 16,822 shares; 2026Q2: 16,822 shares 16,822 $317K 0.03% 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; 2024Q3: 7,587 shares; 2024Q4: 7,984 shares; 2025Q1: 1,089 shares; 2025Q2: 1,127 shares; 2025Q3: 4,162 shares; 2025Q4: 3,147 shares; 2026Q1: 3,016 shares; 2026Q2: 910 shares 910 $310K 0.03% -2,106 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,902 shares 12,902 $305K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,738 shares 1,738 $297K 0.03% new 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: 10,010 shares; 2024Q4: 11,378 shares; 2025Q1: 10,297 shares; 2025Q2: 15,860 shares; 2025Q3: 14,075 shares; 2025Q4: 12,366 shares; 2026Q1: 12,669 shares; 2026Q2: 3,863 shares 3,863 $296K 0.03% -8,806 Timeline VIOO 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,153 shares; 2025Q2: 2,139 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $293K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: 1,967 shares; 2026Q1: 2,026 shares; 2026Q2: 2,023 shares 2,023 $293K 0.03% -3 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,460 shares; 2024Q4: 18,332 shares; 2025Q1: not reported; 2025Q2: 19,037 shares; 2025Q3: 11,667 shares; 2025Q4: 7,815 shares; 2026Q1: 7,447 shares; 2026Q2: 7,475 shares 7,475 $290K 0.03% +28 Timeline IEUR 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: 3,166 shares; 2025Q3: 3,624 shares; 2025Q4: 3,875 shares; 2026Q1: 3,957 shares; 2026Q2: 3,829 shares 3,829 $288K 0.03% -128 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 15,046 shares; 2025Q4: 15,046 shares; 2026Q1: 15,046 shares; 2026Q2: 15,046 shares 15,046 $287K 0.03% 0 Timeline JBBB 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: 6,045 shares 6,045 $286K 0.03% new 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: 7,793 shares; 2025Q2: 8,204 shares; 2025Q3: 8,429 shares; 2025Q4: 8,186 shares; 2026Q1: 6,206 shares; 2026Q2: 5,341 shares 5,341 $286K 0.03% -865 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,859 shares; 2025Q3: 11,784 shares; 2025Q4: 13,272 shares; 2026Q1: 14,272 shares; 2026Q2: 6,601 shares 6,601 $285K 0.03% -7,671 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 1,110 shares; 2025Q1: 1,466 shares; 2025Q2: 1,433 shares; 2025Q3: 1,020 shares; 2025Q4: 977 shares; 2026Q1: 905 shares; 2026Q2: 781 shares 781 $283K 0.03% -124 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: 6,680 shares; 2024Q4: 3,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $281K 0.03% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,773 shares; 2024Q4: 35,356 shares; 2025Q1: 38,280 shares; 2025Q2: 35,355 shares; 2025Q3: 33,785 shares; 2025Q4: 12,958 shares; 2026Q1: 11,977 shares; 2026Q2: 10,477 shares 10,477 $278K 0.03% -1,500 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,332 shares; 2026Q1: 11,540 shares; 2026Q2: 2,230 shares 2,230 $278K 0.03% -9,310 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 2,320 shares 2,320 $277K 0.03% +2,023 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,776 shares 2,776 $274K 0.03% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares; 2026Q2: 895 shares 895 $271K 0.03% -131 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX 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: 17,079 shares 17,079 $270K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,490 shares 2,490 $268K 0.03% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,208 shares; 2026Q2: 5,805 shares 5,805 $264K 0.03% -403 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,588 shares 1,588 $263K 0.03% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 73,597 shares; 2025Q4: 39,457 shares; 2026Q1: 38,364 shares; 2026Q2: 3,227 shares 3,227 $262K 0.03% -35,137 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,251 shares; 2025Q2: 9,052 shares; 2025Q3: 24,432 shares; 2025Q4: 28,918 shares; 2026Q1: not reported; 2026Q2: 1,863 shares 1,863 $260K 0.03% new 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; 2024Q3: 4,616 shares; 2024Q4: 4,510 shares; 2025Q1: 4,560 shares; 2025Q2: 4,847 shares; 2025Q3: 4,202 shares; 2025Q4: 3,739 shares; 2026Q1: 3,755 shares; 2026Q2: 3,372 shares 3,372 $260K 0.03% -383 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,511 shares; 2026Q1: 2,612 shares; 2026Q2: 2,641 shares 2,641 $259K 0.03% +29 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,789 shares; 2025Q4: 2,961 shares; 2026Q1: 2,943 shares; 2026Q2: 2,940 shares 2,940 $249K 0.03% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,410 shares; 2025Q1: 3,564 shares; 2025Q2: 1,268 shares; 2025Q3: 2,012 shares; 2025Q4: 3,254 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $248K 0.03% new Timeline PDBA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,930 shares; 2026Q2: 6,930 shares 6,930 $247K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 6,779 shares; 2025Q1: 4,846 shares; 2025Q2: 2,728 shares; 2025Q3: 2,503 shares; 2025Q4: 2,332 shares; 2026Q1: 2,359 shares; 2026Q2: 2,363 shares 2,363 $246K 0.03% +4 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 11,474 shares; 2026Q2: 9,224 shares 9,224 $244K 0.03% -2,250 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,952 shares; 2026Q2: 5,106 shares 5,106 $243K 0.03% +154 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,073 shares 1,073 $239K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares 335 $239K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 959 shares; 2026Q1: not reported; 2026Q2: 944 shares 944 $232K 0.03% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,181 shares; 2026Q2: 1,214 shares 1,214 $230K 0.03% +33 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,045 shares; 2026Q2: 5,080 shares 5,080 $230K 0.03% +35 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $230K 0.03% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,158 shares 2,158 $219K 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; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,052 shares; 2026Q2: 2,022 shares 2,022 $218K 0.02% -30 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $211K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $210K 0.02% 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: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $210K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,329 shares; 2024Q4: 90,486 shares; 2025Q1: 95,921 shares; 2025Q2: 102,236 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,851 shares 3,851 $202K 0.02% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2,268 shares 2,268 $202K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $200K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,598 shares; 2024Q4: 7,595 shares; 2025Q1: 6,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,435 shares; 2026Q2: 5,442 shares 5,442 $200K 0.02% +7 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,237 shares 10,237 $198K 0.02% new Timeline FABC FABRICAI INC More: the full row for FABRICAI 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: 38,425 shares 38,425 $142K 0.02% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,205 shares; 2025Q3: 13,490 shares; 2025Q4: 13,150 shares; 2026Q1: 12,415 shares; 2026Q2: 10,175 shares 10,175 $115K 0.01% -2,240 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 11,650 shares; 2026Q2: 11,650 shares 11,650 $32.4K <0.01% 0 Timeline