GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 781,659 shares; 2025Q4: 858,543 shares; 2026Q1: 879,879 shares; 2026Q2: 886,792 shares 886,792 $24.3M 7.06% +6,913 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,986 shares; 2024Q4: 294,350 shares; 2025Q1: 293,291 shares; 2025Q2: 291,655 shares; 2025Q3: 292,230 shares; 2025Q4: 282,669 shares; 2026Q1: 280,764 shares; 2026Q2: 285,320 shares 285,320 $23.1M 6.74% +4,556 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,736 shares; 2024Q4: 15,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,412 shares; 2026Q2: 146,871 shares 146,871 $13.2M 3.84% -5,541 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: 51,708 shares; 2024Q4: 51,480 shares; 2025Q1: 50,631 shares; 2025Q2: 49,450 shares; 2025Q3: 46,839 shares; 2025Q4: 45,560 shares; 2026Q1: 46,024 shares; 2026Q2: 45,444 shares 45,444 $13.1M 3.83% -580 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: 8,970 shares; 2025Q1: 9,408 shares; 2025Q2: 10,028 shares; 2025Q3: 11,570 shares; 2025Q4: 134,798 shares; 2026Q1: 207,134 shares; 2026Q2: 247,817 shares 247,817 $12.6M 3.68% +40,683 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,099 shares; 2024Q4: 174,835 shares; 2025Q1: 179,582 shares; 2025Q2: 180,856 shares; 2025Q3: 181,673 shares; 2025Q4: 179,491 shares; 2026Q1: 182,600 shares; 2026Q2: 201,438 shares 201,438 $9.8M 2.85% +18,838 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: 10,359 shares; 2024Q4: 10,761 shares; 2025Q1: 11,331 shares; 2025Q2: 11,762 shares; 2025Q3: 12,196 shares; 2025Q4: 12,362 shares; 2026Q1: 12,394 shares; 2026Q2: 12,975 shares 12,975 $9.69M 2.82% +581 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: 28,638 shares; 2024Q4: 29,466 shares; 2025Q1: 29,191 shares; 2025Q2: 30,668 shares; 2025Q3: 30,580 shares; 2025Q4: 29,348 shares; 2026Q1: 38,058 shares; 2026Q2: 37,638 shares 37,638 $8.97M 2.61% -420 Timeline IYK 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: 4,338 shares; 2026Q1: 126,520 shares; 2026Q2: 117,020 shares 117,020 $8.5M 2.48% -9,500 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: 38,409 shares; 2024Q4: 39,425 shares; 2025Q1: 38,651 shares; 2025Q2: 40,573 shares; 2025Q3: 41,475 shares; 2025Q4: 41,911 shares; 2026Q1: 41,439 shares; 2026Q2: 40,784 shares 40,784 $8.16M 2.38% -655 Timeline GARP 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: 3,725 shares; 2026Q1: 10,620 shares; 2026Q2: 92,535 shares 92,535 $7.64M 2.22% +81,915 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: 24,967 shares; 2024Q4: 24,302 shares; 2025Q1: 134,278 shares; 2025Q2: 154,981 shares; 2025Q3: 156,691 shares; 2025Q4: 156,438 shares; 2026Q1: 161,187 shares; 2026Q2: 158,158 shares 158,158 $6.82M 1.99% -3,029 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: 7,922 shares; 2024Q4: 8,265 shares; 2025Q1: 8,957 shares; 2025Q2: 9,282 shares; 2025Q3: 9,613 shares; 2025Q4: 8,813 shares; 2026Q1: 9,147 shares; 2026Q2: 9,211 shares 9,211 $6.78M 1.98% +64 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: 23,973 shares; 2024Q4: 23,849 shares; 2025Q1: 16,937 shares; 2025Q2: 16,913 shares; 2025Q3: 16,783 shares; 2025Q4: 16,257 shares; 2026Q1: 17,280 shares; 2026Q2: 17,201 shares 17,201 $6.42M 1.87% -79 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: 4,229 shares; 2024Q4: 4,551 shares; 2025Q1: 13,945 shares; 2025Q2: 16,282 shares; 2025Q3: 16,856 shares; 2025Q4: 15,388 shares; 2026Q1: 14,766 shares; 2026Q2: 14,921 shares 14,921 $6.28M 1.83% +155 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: 3,857 shares; 2024Q4: 4,248 shares; 2025Q1: 4,368 shares; 2025Q2: 4,768 shares; 2025Q3: 5,349 shares; 2025Q4: 6,032 shares; 2026Q1: 6,700 shares; 2026Q2: 7,258 shares 7,258 $4.98M 1.45% +558 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: 6,850 shares; 2024Q4: 7,045 shares; 2025Q1: 7,005 shares; 2025Q2: 7,160 shares; 2025Q3: 7,916 shares; 2025Q4: 7,801 shares; 2026Q1: 8,303 shares; 2026Q2: 7,890 shares 7,890 $4.58M 1.33% -413 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,579 shares; 2024Q4: 182,809 shares; 2025Q1: 180,012 shares; 2025Q2: 188,175 shares; 2025Q3: 191,517 shares; 2025Q4: 190,016 shares; 2026Q1: 193,916 shares; 2026Q2: 196,642 shares 196,642 $4.4M 1.28% +2,726 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: 9,714 shares; 2024Q4: 9,599 shares; 2025Q1: 10,497 shares; 2025Q2: 10,335 shares; 2025Q3: 10,335 shares; 2025Q4: 10,058 shares; 2026Q1: 10,775 shares; 2026Q2: 10,824 shares 10,824 $3.87M 1.13% +49 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: 57,942 shares; 2024Q4: 57,148 shares; 2025Q1: 42,151 shares; 2025Q2: 40,858 shares; 2025Q3: 40,816 shares; 2025Q4: 79,783 shares; 2026Q1: 78,912 shares; 2026Q2: 77,875 shares 77,875 $3.53M 1.03% -1,037 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,789 shares; 2024Q4: 19,903 shares; 2025Q1: 26,534 shares; 2025Q2: 29,816 shares; 2025Q3: 30,231 shares; 2025Q4: 31,772 shares; 2026Q1: 34,210 shares; 2026Q2: 39,644 shares 39,644 $3.48M 1.01% +5,434 Timeline TRFM 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: 14,130 shares; 2025Q3: 20,936 shares; 2025Q4: 37,199 shares; 2026Q1: 46,736 shares; 2026Q2: 46,846 shares 46,846 $2.96M 0.86% +110 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,966 shares; 2024Q4: 35,871 shares; 2025Q1: 42,809 shares; 2025Q2: 45,145 shares; 2025Q3: 40,789 shares; 2025Q4: 41,710 shares; 2026Q1: 43,514 shares; 2026Q2: 46,945 shares 46,945 $2.8M 0.82% +3,431 Timeline ACYN 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: 133,054 shares 133,054 $2.77M 0.81% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,646 shares; 2024Q4: 18,631 shares; 2025Q1: 18,765 shares; 2025Q2: 19,010 shares; 2025Q3: 20,258 shares; 2025Q4: 20,890 shares; 2026Q1: 21,284 shares; 2026Q2: 21,362 shares 21,362 $2.73M 0.79% +78 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: 7,340 shares; 2024Q4: 7,301 shares; 2025Q1: 7,469 shares; 2025Q2: 7,550 shares; 2025Q3: 7,354 shares; 2025Q4: 8,120 shares; 2026Q1: 8,259 shares; 2026Q2: 8,229 shares 8,229 $2.69M 0.78% -30 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,466 shares; 2024Q4: 631,783 shares; 2025Q1: 675,965 shares; 2025Q2: 687,285 shares; 2025Q3: 792,924 shares; 2025Q4: 589,549 shares; 2026Q1: 616,249 shares; 2026Q2: 1,334,631 shares 1,334,631 $2.66M 0.78% +718,382 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,278 shares; 2025Q2: 19,606 shares; 2025Q3: 19,515 shares; 2025Q4: 22,371 shares; 2026Q1: 20,796 shares; 2026Q2: 19,053 shares 19,053 $2.54M 0.74% -1,743 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: 9,858 shares; 2024Q4: 9,865 shares; 2025Q1: 9,903 shares; 2025Q2: 9,887 shares; 2025Q3: 9,811 shares; 2025Q4: 8,363 shares; 2026Q1: 8,568 shares; 2026Q2: 8,707 shares 8,707 $2.45M 0.71% +139 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 3,519 shares; 2025Q1: 6,929 shares; 2025Q2: 7,544 shares; 2025Q3: 7,621 shares; 2025Q4: 7,820 shares; 2026Q1: 8,105 shares; 2026Q2: 7,191 shares 7,191 $2.41M 0.7% -914 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,357 shares; 2024Q4: 31,909 shares; 2025Q1: 36,446 shares; 2025Q2: 36,990 shares; 2025Q3: 39,690 shares; 2025Q4: 46,007 shares; 2026Q1: 48,239 shares; 2026Q2: 49,763 shares 49,763 $2.4M 0.7% +1,524 Timeline PAVE 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: 31,270 shares; 2024Q4: 34,699 shares; 2025Q1: 36,123 shares; 2025Q2: 37,578 shares; 2025Q3: 38,687 shares; 2025Q4: 36,208 shares; 2026Q1: 37,615 shares; 2026Q2: 38,828 shares 38,828 $2.29M 0.67% +1,213 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,095 shares; 2024Q4: 28,078 shares; 2025Q1: 27,889 shares; 2025Q2: 27,816 shares; 2025Q3: 27,435 shares; 2025Q4: 26,447 shares; 2026Q1: 26,460 shares; 2026Q2: 26,446 shares 26,446 $2.15M 0.63% -14 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: 2,592 shares; 2024Q4: 2,757 shares; 2025Q1: 2,956 shares; 2025Q2: 3,162 shares; 2025Q3: 3,203 shares; 2025Q4: 3,136 shares; 2026Q1: 3,058 shares; 2026Q2: 2,930 shares 2,930 $2.12M 0.62% -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: 5,649 shares; 2024Q4: 5,665 shares; 2025Q1: 5,886 shares; 2025Q2: 7,722 shares; 2025Q3: 7,939 shares; 2025Q4: 8,016 shares; 2026Q1: 8,181 shares; 2026Q2: 8,888 shares 8,888 $2.1M 0.61% +707 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: 4,187 shares; 2024Q4: 4,167 shares; 2025Q1: 4,064 shares; 2025Q2: 4,137 shares; 2025Q3: 4,133 shares; 2025Q4: 4,141 shares; 2026Q1: 4,089 shares; 2026Q2: 4,139 shares 4,139 $2.07M 0.6% +50 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: 38,046 shares; 2024Q4: 37,252 shares; 2025Q1: 36,942 shares; 2025Q2: 36,516 shares; 2025Q3: 36,148 shares; 2025Q4: 36,049 shares; 2026Q1: 36,324 shares; 2026Q2: 36,096 shares 36,096 $2.06M 0.6% -228 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,142 shares; 2024Q4: 41,682 shares; 2025Q1: 40,724 shares; 2025Q2: 41,710 shares; 2025Q3: 42,973 shares; 2025Q4: 57,015 shares; 2026Q1: 57,700 shares; 2026Q2: 45,125 shares 45,125 $2.02M 0.59% -12,575 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,596 shares; 2024Q4: 23,393 shares; 2025Q1: 23,743 shares; 2025Q2: 24,074 shares; 2025Q3: 25,523 shares; 2025Q4: 29,685 shares; 2026Q1: 32,132 shares; 2026Q2: 30,585 shares 30,585 $1.97M 0.57% -1,547 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: 21,796 shares; 2024Q4: 21,707 shares; 2025Q1: 22,774 shares; 2025Q2: 23,533 shares; 2025Q3: 23,913 shares; 2025Q4: 24,354 shares; 2026Q1: 24,028 shares; 2026Q2: 25,757 shares 25,757 $1.85M 0.54% +1,729 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,520 shares; 2024Q4: 80,515 shares; 2025Q1: 84,205 shares; 2025Q2: 80,092 shares; 2025Q3: 75,720 shares; 2025Q4: 63,153 shares; 2026Q1: 50,118 shares; 2026Q2: 46,715 shares 46,715 $1.85M 0.54% -3,403 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: 2,616 shares; 2024Q4: 2,801 shares; 2025Q1: 2,748 shares; 2025Q2: 2,928 shares; 2025Q3: 3,026 shares; 2025Q4: 3,191 shares; 2026Q1: 3,362 shares; 2026Q2: 3,143 shares 3,143 $1.77M 0.52% -219 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: 36,615 shares; 2024Q4: 40,497 shares; 2025Q1: 26,930 shares; 2025Q2: 27,538 shares; 2025Q3: 27,552 shares; 2025Q4: 26,988 shares; 2026Q1: 15,645 shares; 2026Q2: 15,544 shares 15,544 $1.76M 0.51% -101 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: 21,578 shares; 2024Q4: 21,582 shares; 2025Q1: 21,164 shares; 2025Q2: 20,849 shares; 2025Q3: 20,684 shares; 2025Q4: 18,026 shares; 2026Q1: 17,425 shares; 2026Q2: 16,170 shares 16,170 $1.75M 0.51% -1,255 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: 13,038 shares; 2024Q4: 12,746 shares; 2025Q1: 13,126 shares; 2025Q2: 12,695 shares; 2025Q3: 12,484 shares; 2025Q4: 12,491 shares; 2026Q1: 12,679 shares; 2026Q2: 12,423 shares 12,423 $1.7M 0.49% -256 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: 4,044 shares; 2024Q4: 3,947 shares; 2025Q1: 3,867 shares; 2025Q2: 4,186 shares; 2025Q3: 4,067 shares; 2025Q4: 4,316 shares; 2026Q1: 4,340 shares; 2026Q2: 4,344 shares 4,344 $1.64M 0.48% +4 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: 15,031 shares; 2024Q4: 12,531 shares; 2025Q1: 12,617 shares; 2025Q2: 10,818 shares; 2025Q3: 10,809 shares; 2025Q4: 11,027 shares; 2026Q1: 10,956 shares; 2026Q2: 10,997 shares 10,997 $1.61M 0.47% +41 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,452 shares; 2024Q4: 14,974 shares; 2025Q1: 16,647 shares; 2025Q2: 18,555 shares; 2025Q3: 20,808 shares; 2025Q4: 18,383 shares; 2026Q1: 23,496 shares; 2026Q2: 46,632 shares 46,632 $1.55M 0.45% +23,136 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: 13,638 shares; 2024Q4: 13,652 shares; 2025Q1: 13,573 shares; 2025Q2: 13,583 shares; 2025Q3: 13,582 shares; 2025Q4: 6,014 shares; 2026Q1: 5,856 shares; 2026Q2: 5,928 shares 5,928 $1.49M 0.43% +72 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 4,470 shares; 2025Q1: 4,405 shares; 2025Q2: 4,688 shares; 2025Q3: 4,708 shares; 2025Q4: 4,612 shares; 2026Q1: 4,399 shares; 2026Q2: 4,202 shares 4,202 $1.48M 0.43% -197 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: 1,117 shares; 2024Q4: 1,058 shares; 2025Q1: 1,073 shares; 2025Q2: 1,123 shares; 2025Q3: 1,136 shares; 2025Q4: 1,157 shares; 2026Q1: 1,181 shares; 2026Q2: 1,195 shares 1,195 $1.43M 0.42% +14 Timeline QYLD 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: 32,644 shares; 2024Q4: 52,345 shares; 2025Q1: 64,942 shares; 2025Q2: 67,361 shares; 2025Q3: 64,711 shares; 2025Q4: 60,670 shares; 2026Q1: 74,765 shares; 2026Q2: 74,475 shares 74,475 $1.37M 0.4% -290 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,600 shares; 2024Q4: 23,200 shares; 2025Q1: 22,900 shares; 2025Q2: 22,100 shares; 2025Q3: 21,900 shares; 2025Q4: 34,625 shares; 2026Q1: 34,125 shares; 2026Q2: 28,125 shares 28,125 $1.29M 0.37% -6,000 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,726 shares; 2024Q4: 66,699 shares; 2025Q1: 61,605 shares; 2025Q2: 63,721 shares; 2025Q3: 57,906 shares; 2025Q4: 61,458 shares; 2026Q1: 65,364 shares; 2026Q2: 67,752 shares 67,752 $1.26M 0.37% +2,388 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: 4,434 shares; 2024Q4: 4,442 shares; 2025Q1: 4,408 shares; 2025Q2: 4,319 shares; 2025Q3: 4,200 shares; 2025Q4: 4,053 shares; 2026Q1: 3,725 shares; 2026Q2: 3,541 shares 3,541 $1.25M 0.36% -184 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 11,806 shares; 2025Q1: 17,801 shares; 2025Q2: 18,164 shares; 2025Q3: 18,780 shares; 2025Q4: 18,384 shares; 2026Q1: 22,812 shares; 2026Q2: 22,872 shares 22,872 $1.21M 0.35% +60 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: 40,925 shares; 2024Q4: 36,184 shares; 2025Q1: 34,496 shares; 2025Q2: 34,038 shares; 2025Q3: 38,668 shares; 2025Q4: 29,369 shares; 2026Q1: 28,163 shares; 2026Q2: 28,257 shares 28,257 $1.2M 0.35% +94 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 4,032 shares; 2025Q4: 4,556 shares; 2026Q1: 4,640 shares; 2026Q2: 4,672 shares 4,672 $1.19M 0.35% +32 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 4,673 shares; 2025Q1: 4,554 shares; 2025Q2: 4,555 shares; 2025Q3: 4,448 shares; 2025Q4: 4,449 shares; 2026Q1: 4,465 shares; 2026Q2: 4,391 shares 4,391 $1.18M 0.34% -74 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,341 shares; 2025Q1: 1,406 shares; 2025Q2: 1,348 shares; 2025Q3: 1,386 shares; 2025Q4: 1,518 shares; 2026Q1: 1,478 shares; 2026Q2: 1,513 shares 1,513 $1.15M 0.34% +35 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,556 shares; 2024Q4: 12,861 shares; 2025Q1: 14,446 shares; 2025Q2: 15,647 shares; 2025Q3: 16,239 shares; 2025Q4: 15,852 shares; 2026Q1: 16,772 shares; 2026Q2: 18,509 shares 18,509 $1.15M 0.34% +1,737 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 955 shares; 2026Q2: 986 shares 986 $1.14M 0.33% +31 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: 3,844 shares; 2024Q4: 3,945 shares; 2025Q1: 3,870 shares; 2025Q2: 3,953 shares; 2025Q3: 3,929 shares; 2025Q4: 3,564 shares; 2026Q1: 3,499 shares; 2026Q2: 3,026 shares 3,026 $1.12M 0.33% -473 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,957 shares; 2024Q4: 8,349 shares; 2025Q1: 8,075 shares; 2025Q2: 8,153 shares; 2025Q3: 8,379 shares; 2025Q4: 8,296 shares; 2026Q1: 8,304 shares; 2026Q2: 8,312 shares 8,312 $1.06M 0.31% +8 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,111 shares; 2024Q4: 6,124 shares; 2025Q1: 7,411 shares; 2025Q2: 7,820 shares; 2025Q3: 8,896 shares; 2025Q4: 9,721 shares; 2026Q1: 9,825 shares; 2026Q2: 10,660 shares 10,660 $1.05M 0.31% +835 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: 10,416 shares; 2024Q4: 10,021 shares; 2025Q1: 10,077 shares; 2025Q2: 10,449 shares; 2025Q3: 11,158 shares; 2025Q4: 11,387 shares; 2026Q1: 11,596 shares; 2026Q2: 11,889 shares 11,889 $1.04M 0.3% +293 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: 82,299 shares; 2024Q4: 73,792 shares; 2025Q1: 70,029 shares; 2025Q2: 64,465 shares; 2025Q3: 63,923 shares; 2025Q4: 52,997 shares; 2026Q1: 49,364 shares; 2026Q2: 49,574 shares 49,574 $1.03M 0.3% +210 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: 1,387 shares; 2024Q4: 1,185 shares; 2025Q1: 1,151 shares; 2025Q2: 1,468 shares; 2025Q3: 1,419 shares; 2025Q4: 1,154 shares; 2026Q1: 3,009 shares; 2026Q2: 2,942 shares 2,942 $1.01M 0.29% -67 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,401 shares; 2025Q3: 2,651 shares; 2025Q4: 2,357 shares; 2026Q1: 2,360 shares; 2026Q2: 2,322 shares 2,322 $1.01M 0.29% -38 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: 896 shares; 2024Q4: 939 shares; 2025Q1: 945 shares; 2025Q2: 912 shares; 2025Q3: 904 shares; 2025Q4: 906 shares; 2026Q1: 927 shares; 2026Q2: 928 shares 928 $988K 0.29% +1 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: 8,742 shares; 2024Q4: 8,695 shares; 2025Q1: 8,449 shares; 2025Q2: 9,538 shares; 2025Q3: 9,627 shares; 2025Q4: 9,658 shares; 2026Q1: 9,108 shares; 2026Q2: 8,386 shares 8,386 $978K 0.28% -722 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,752 shares; 2024Q4: 15,047 shares; 2025Q1: 13,934 shares; 2025Q2: 14,848 shares; 2025Q3: 15,578 shares; 2025Q4: 15,742 shares; 2026Q1: 16,010 shares; 2026Q2: 15,819 shares 15,819 $977K 0.28% -191 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,296 shares; 2024Q4: 7,711 shares; 2025Q1: 7,226 shares; 2025Q2: 9,762 shares; 2025Q3: 13,120 shares; 2025Q4: 14,504 shares; 2026Q1: 16,602 shares; 2026Q2: 16,193 shares 16,193 $976K 0.28% -409 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: 8,656 shares; 2024Q4: 7,942 shares; 2025Q1: 7,968 shares; 2025Q2: 7,201 shares; 2025Q3: 7,179 shares; 2025Q4: 6,873 shares; 2026Q1: 7,403 shares; 2026Q2: 7,589 shares 7,589 $975K 0.28% +186 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: not reported; 2024Q4: 5,389 shares; 2025Q1: 8,232 shares; 2025Q2: 8,250 shares; 2025Q3: 8,773 shares; 2025Q4: 8,637 shares; 2026Q1: 15,321 shares; 2026Q2: 15,528 shares 15,528 $954K 0.28% +207 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: 1,175 shares; 2024Q4: 1,107 shares; 2025Q1: 1,053 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 783 shares; 2026Q1: 939 shares; 2026Q2: 941 shares 941 $951K 0.28% +2 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,544 shares; 2024Q4: 48,933 shares; 2025Q1: 46,715 shares; 2025Q2: 39,944 shares; 2025Q3: 40,062 shares; 2025Q4: 40,481 shares; 2026Q1: 40,653 shares; 2026Q2: 40,741 shares 40,741 $934K 0.27% +88 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: 4,534 shares; 2024Q4: 4,490 shares; 2025Q1: 4,509 shares; 2025Q2: 4,407 shares; 2025Q3: 4,336 shares; 2025Q4: 4,499 shares; 2026Q1: 4,388 shares; 2026Q2: 4,302 shares 4,302 $915K 0.27% -86 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: 1,142 shares; 2024Q4: 1,161 shares; 2025Q1: 1,326 shares; 2025Q2: 1,349 shares; 2025Q3: 1,365 shares; 2025Q4: 1,329 shares; 2026Q1: 1,415 shares; 2026Q2: 1,398 shares 1,398 $896K 0.26% -17 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,776 shares; 2024Q4: 16,536 shares; 2025Q1: 17,471 shares; 2025Q2: 17,471 shares; 2025Q3: 17,471 shares; 2025Q4: 17,421 shares; 2026Q1: 17,421 shares; 2026Q2: 17,421 shares 17,421 $881K 0.26% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,182 shares; 2024Q4: 7,000 shares; 2025Q1: 7,096 shares; 2025Q2: 7,791 shares; 2025Q3: 7,969 shares; 2025Q4: 7,939 shares; 2026Q1: 8,167 shares; 2026Q2: 8,454 shares 8,454 $875K 0.25% +287 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: 9,634 shares; 2024Q4: 13,634 shares; 2025Q1: 14,364 shares; 2025Q2: 14,606 shares; 2025Q3: 16,751 shares; 2025Q4: 16,551 shares; 2026Q1: 15,754 shares; 2026Q2: 15,724 shares 15,724 $852K 0.25% -30 Timeline XLG 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: 9,210 shares; 2024Q4: 9,846 shares; 2025Q1: 11,463 shares; 2025Q2: 11,553 shares; 2025Q3: 12,256 shares; 2025Q4: 12,046 shares; 2026Q1: 13,344 shares; 2026Q2: 13,549 shares 13,549 $830K 0.24% +205 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,565 shares; 2025Q1: 2,538 shares; 2025Q2: 2,646 shares; 2025Q3: 2,777 shares; 2025Q4: 2,888 shares; 2026Q1: 2,876 shares; 2026Q2: 2,825 shares 2,825 $821K 0.24% -51 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: 2,293 shares; 2024Q4: 2,507 shares; 2025Q1: 2,478 shares; 2025Q2: 2,389 shares; 2025Q3: 2,346 shares; 2025Q4: 2,278 shares; 2026Q1: 2,268 shares; 2026Q2: 2,196 shares 2,196 $821K 0.24% -72 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,410 shares; 2024Q4: 61,220 shares; 2025Q1: 60,399 shares; 2025Q2: 59,679 shares; 2025Q3: 59,174 shares; 2025Q4: 8,626 shares; 2026Q1: 8,477 shares; 2026Q2: 8,478 shares 8,478 $796K 0.23% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,790 shares; 2024Q4: 8,198 shares; 2025Q1: 7,736 shares; 2025Q2: 7,540 shares; 2025Q3: 7,350 shares; 2025Q4: 6,793 shares; 2026Q1: 6,770 shares; 2026Q2: 6,699 shares 6,699 $787K 0.23% -71 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: 8,580 shares 8,580 $777K 0.23% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,740 shares; 2026Q2: 2,741 shares 2,741 $776K 0.23% +1 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,573 shares; 2024Q4: 7,738 shares; 2025Q1: 7,702 shares; 2025Q2: 7,709 shares; 2025Q3: 7,962 shares; 2025Q4: 7,715 shares; 2026Q1: 7,554 shares; 2026Q2: 6,690 shares 6,690 $755K 0.22% -864 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: 1,846 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $751K 0.22% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,585 shares; 2024Q4: 5,585 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 4,853 shares; 2026Q1: 4,837 shares; 2026Q2: 4,637 shares 4,637 $751K 0.22% -200 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: 28,710 shares; 2024Q4: 27,001 shares; 2025Q1: 25,610 shares; 2025Q2: 24,919 shares; 2025Q3: 27,908 shares; 2025Q4: 28,193 shares; 2026Q1: 28,769 shares; 2026Q2: 31,030 shares 31,030 $747K 0.22% +2,261 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,874 shares; 2025Q1: 3,807 shares; 2025Q2: 2,774 shares; 2025Q3: 2,740 shares; 2025Q4: 2,472 shares; 2026Q1: 2,406 shares; 2026Q2: 2,907 shares 2,907 $738K 0.22% +501 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: 8,208 shares; 2024Q4: 7,956 shares; 2025Q1: 8,166 shares; 2025Q2: 8,677 shares; 2025Q3: 8,805 shares; 2025Q4: 8,730 shares; 2026Q1: 9,449 shares; 2026Q2: 10,337 shares 10,337 $737K 0.21% +888 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: 8,141 shares; 2024Q4: 8,215 shares; 2025Q1: 8,350 shares; 2025Q2: 8,720 shares; 2025Q3: 8,664 shares; 2025Q4: 8,855 shares; 2026Q1: 8,974 shares; 2026Q2: 7,442 shares 7,442 $712K 0.21% -1,532 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 4,098 shares; 2025Q1: 4,060 shares; 2025Q2: 3,225 shares; 2025Q3: 3,172 shares; 2025Q4: 3,174 shares; 2026Q1: 3,154 shares; 2026Q2: 3,132 shares 3,132 $701K 0.2% -22 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,235 shares; 2024Q4: 5,260 shares; 2025Q1: 5,283 shares; 2025Q2: 5,306 shares; 2025Q3: 5,331 shares; 2025Q4: 5,356 shares; 2026Q1: 5,378 shares; 2026Q2: 6,318 shares 6,318 $699K 0.2% +940 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,611 shares; 2026Q1: 18,840 shares; 2026Q2: 22,000 shares 22,000 $698K 0.2% +3,160 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: 737 shares; 2024Q4: 796 shares; 2025Q1: 843 shares; 2025Q2: 776 shares; 2025Q3: 790 shares; 2025Q4: 772 shares; 2026Q1: 786 shares; 2026Q2: 735 shares 735 $688K 0.2% -51 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 941 shares; 2026Q2: 1,041 shares 1,041 $683K 0.2% +100 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: 6,658 shares; 2024Q4: 6,207 shares; 2025Q1: 6,128 shares; 2025Q2: 6,093 shares; 2025Q3: 6,102 shares; 2025Q4: 6,116 shares; 2026Q1: 6,345 shares; 2026Q2: 8,255 shares 8,255 $682K 0.2% +1,910 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,933 shares; 2024Q4: 9,933 shares; 2025Q1: 9,728 shares; 2025Q2: 9,527 shares; 2025Q3: 9,227 shares; 2025Q4: 6,985 shares; 2026Q1: 6,891 shares; 2026Q2: 6,466 shares 6,466 $678K 0.2% -425 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: 1,026 shares; 2024Q4: 1,021 shares; 2025Q1: 1,003 shares; 2025Q2: 988 shares; 2025Q3: 1,006 shares; 2025Q4: 1,003 shares; 2026Q1: 991 shares; 2026Q2: 887 shares 887 $664K 0.19% -104 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,134 shares; 2024Q4: 5,291 shares; 2025Q1: 5,777 shares; 2025Q2: 5,931 shares; 2025Q3: 5,783 shares; 2025Q4: 6,024 shares; 2026Q1: 5,925 shares; 2026Q2: 11,610 shares 11,610 $652K 0.19% +5,685 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,664 shares; 2024Q4: 31,752 shares; 2025Q1: 32,392 shares; 2025Q2: 36,537 shares; 2025Q3: 37,347 shares; 2025Q4: 39,575 shares; 2026Q1: 40,657 shares; 2026Q2: 38,936 shares 38,936 $650K 0.19% -1,721 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,782 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,757 shares; 2025Q4: 1,751 shares; 2026Q1: 1,753 shares; 2026Q2: 1,739 shares 1,739 $636K 0.19% -14 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,028 shares; 2024Q4: 13,040 shares; 2025Q1: 13,050 shares; 2025Q2: 12,507 shares; 2025Q3: 13,288 shares; 2025Q4: 13,761 shares; 2026Q1: 12,180 shares; 2026Q2: 11,831 shares 11,831 $634K 0.18% -349 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,481 shares 4,481 $626K 0.18% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,152 shares; 2024Q4: 6,254 shares; 2025Q1: 6,177 shares; 2025Q2: 6,150 shares; 2025Q3: 6,222 shares; 2025Q4: 7,436 shares; 2026Q1: 6,741 shares; 2026Q2: 7,676 shares 7,676 $624K 0.18% +935 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: 569 shares; 2024Q4: 572 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 607 shares; 2025Q4: 586 shares; 2026Q1: 651 shares; 2026Q2: 5,219 shares 5,219 $624K 0.18% +4,568 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: 4,720 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,156 shares; 2025Q3: 4,061 shares; 2025Q4: 4,118 shares; 2026Q1: 4,004 shares; 2026Q2: 3,962 shares 3,962 $621K 0.18% -42 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: 7,791 shares; 2025Q1: 7,962 shares; 2025Q2: 3,725 shares; 2025Q3: 3,859 shares; 2025Q4: 3,863 shares; 2026Q1: 3,870 shares; 2026Q2: 3,877 shares 3,877 $615K 0.18% +7 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,760 shares; 2026Q2: 8,620 shares 8,620 $611K 0.18% +1,860 Timeline SPDV 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: 10,843 shares; 2024Q4: 10,855 shares; 2025Q1: 10,873 shares; 2025Q2: 16,891 shares; 2025Q3: 16,757 shares; 2025Q4: 16,773 shares; 2026Q1: 16,650 shares; 2026Q2: 15,807 shares 15,807 $609K 0.18% -843 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,477 shares; 2025Q2: 1,542 shares; 2025Q3: 1,762 shares; 2025Q4: 1,842 shares; 2026Q1: 1,717 shares; 2026Q2: 1,624 shares 1,624 $598K 0.17% -93 Timeline PKW 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: 1,832 shares; 2024Q4: 1,766 shares; 2025Q1: 1,915 shares; 2025Q2: 2,798 shares; 2025Q3: 3,758 shares; 2025Q4: 4,327 shares; 2026Q1: 4,359 shares; 2026Q2: 4,216 shares 4,216 $597K 0.17% -143 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: 2,357 shares; 2026Q1: 2,878 shares; 2026Q2: 3,595 shares 3,595 $595K 0.17% +717 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,277 shares; 2025Q3: 1,301 shares; 2025Q4: 1,293 shares; 2026Q1: 1,280 shares; 2026Q2: 3,286 shares 3,286 $594K 0.17% +2,006 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: 2,475 shares; 2024Q4: 2,856 shares; 2025Q1: 2,858 shares; 2025Q2: 2,811 shares; 2025Q3: 2,815 shares; 2025Q4: 2,675 shares; 2026Q1: 2,691 shares; 2026Q2: 2,676 shares 2,676 $590K 0.17% -15 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 10,805 shares; 2025Q1: 11,763 shares; 2025Q2: 12,182 shares; 2025Q3: 12,902 shares; 2025Q4: 13,025 shares; 2026Q1: 13,796 shares; 2026Q2: 15,398 shares 15,398 $589K 0.17% +1,602 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: 2,089 shares; 2024Q4: 2,136 shares; 2025Q1: 2,164 shares; 2025Q2: 2,121 shares; 2025Q3: 2,262 shares; 2025Q4: 2,461 shares; 2026Q1: 2,467 shares; 2026Q2: 2,402 shares 2,402 $584K 0.17% -65 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 3,012 shares; 2025Q4: 21,419 shares; 2026Q1: 25,061 shares; 2026Q2: 9,957 shares 9,957 $581K 0.17% -15,104 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: 383 shares; 2024Q4: 382 shares; 2025Q1: 436 shares; 2025Q2: 438 shares; 2025Q3: 459 shares; 2025Q4: 4,456 shares; 2026Q1: 8,270 shares; 2026Q2: 7,940 shares 7,940 $567K 0.17% -330 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: 4,133 shares; 2024Q4: 4,146 shares; 2025Q1: 4,078 shares; 2025Q2: 3,902 shares; 2025Q3: 3,962 shares; 2025Q4: 3,825 shares; 2026Q1: 3,799 shares; 2026Q2: 3,772 shares 3,772 $553K 0.16% -27 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,752 shares; 2025Q1: 2,946 shares; 2025Q2: 3,082 shares; 2025Q3: 3,259 shares; 2025Q4: 3,404 shares; 2026Q1: 3,535 shares; 2026Q2: 3,621 shares 3,621 $551K 0.16% +86 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $522K 0.15% new 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: 432 shares; 2025Q3: 457 shares; 2025Q4: 440 shares; 2026Q1: 439 shares; 2026Q2: 440 shares 440 $517K 0.15% +1 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: 3,268 shares; 2024Q4: 3,381 shares; 2025Q1: 3,649 shares; 2025Q2: 4,264 shares; 2025Q3: 4,337 shares; 2025Q4: 4,290 shares; 2026Q1: 4,326 shares; 2026Q2: 4,342 shares 4,342 $517K 0.15% +16 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: 11,478 shares; 2024Q4: 11,478 shares; 2025Q1: 10,900 shares; 2025Q2: 11,000 shares; 2025Q3: 10,701 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $509K 0.15% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,360 shares; 2024Q4: 24,555 shares; 2025Q1: 26,312 shares; 2025Q2: 26,712 shares; 2025Q3: 28,216 shares; 2025Q4: 31,339 shares; 2026Q1: 30,735 shares; 2026Q2: 31,870 shares 31,870 $506K 0.15% +1,135 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,624 shares; 2024Q4: 12,040 shares; 2025Q1: 9,994 shares; 2025Q2: 8,841 shares; 2025Q3: 8,384 shares; 2025Q4: 6,389 shares; 2026Q1: 6,525 shares; 2026Q2: 6,432 shares 6,432 $482K 0.14% -93 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,778 shares 1,778 $474K 0.14% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,535 shares; 2025Q1: 3,732 shares; 2025Q2: 3,726 shares; 2025Q3: 3,773 shares; 2025Q4: 3,922 shares; 2026Q1: 4,034 shares; 2026Q2: 4,044 shares 4,044 $465K 0.14% +10 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS 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: 4,450 shares; 2026Q2: 9,266 shares 9,266 $462K 0.13% +4,816 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,628 shares; 2025Q4: 18,434 shares; 2026Q1: 35,710 shares; 2026Q2: 41,853 shares 41,853 $456K 0.13% +6,143 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: 9,072 shares; 2024Q4: 8,538 shares; 2025Q1: 8,493 shares; 2025Q2: 7,375 shares; 2025Q3: 6,315 shares; 2025Q4: 5,889 shares; 2026Q1: 5,074 shares; 2026Q2: 4,656 shares 4,656 $448K 0.13% -418 Timeline XYLD 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: 7,025 shares; 2025Q2: 8,242 shares; 2025Q3: 8,310 shares; 2025Q4: 7,838 shares; 2026Q1: 10,690 shares; 2026Q2: 10,776 shares 10,776 $440K 0.13% +86 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 694 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $433K 0.13% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: 4,409 shares; 2025Q4: 4,507 shares; 2026Q1: 5,249 shares; 2026Q2: 6,211 shares 6,211 $425K 0.12% +962 Timeline FTQI 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: 17,200 shares; 2025Q2: 18,503 shares; 2025Q3: 18,718 shares; 2025Q4: 14,513 shares; 2026Q1: 17,251 shares; 2026Q2: 19,170 shares 19,170 $423K 0.12% +1,919 Timeline STKE SOL STRATEGIES INC More: the full row for SOL STRATEGIES 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: 246,587 shares; 2026Q1: 330,587 shares; 2026Q2: 356,387 shares 356,387 $417K 0.12% +25,800 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761 shares; 2024Q4: 2,957 shares; 2025Q1: 3,428 shares; 2025Q2: 3,615 shares; 2025Q3: 3,738 shares; 2025Q4: 4,205 shares; 2026Q1: 4,527 shares; 2026Q2: 4,529 shares 4,529 $415K 0.12% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 3,241 shares; 2025Q1: 3,104 shares; 2025Q2: 3,301 shares; 2025Q3: 3,280 shares; 2025Q4: 2,468 shares; 2026Q1: 2,494 shares; 2026Q2: 2,433 shares 2,433 $403K 0.12% -61 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: 5,031 shares; 2024Q4: 5,169 shares; 2025Q1: 6,218 shares; 2025Q2: 6,432 shares; 2025Q3: 6,513 shares; 2025Q4: 6,546 shares; 2026Q1: 6,581 shares; 2026Q2: 6,581 shares 6,581 $400K 0.12% 0 Timeline BOTZ 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: 10,825 shares; 2024Q4: 10,730 shares; 2025Q1: 9,962 shares; 2025Q2: 10,592 shares; 2025Q3: 11,255 shares; 2025Q4: 10,718 shares; 2026Q1: 10,759 shares; 2026Q2: 10,500 shares 10,500 $398K 0.12% -259 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: 4,822 shares; 2024Q4: 4,764 shares; 2025Q1: 4,840 shares; 2025Q2: 4,376 shares; 2025Q3: 4,363 shares; 2025Q4: 4,368 shares; 2026Q1: 4,229 shares; 2026Q2: 4,155 shares 4,155 $398K 0.12% -74 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,988 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares; 2026Q2: 2,682 shares 2,682 $387K 0.11% +3 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: 2,956 shares; 2024Q4: 2,969 shares; 2025Q1: 2,978 shares; 2025Q2: 2,988 shares; 2025Q3: 2,997 shares; 2025Q4: 3,010 shares; 2026Q1: 3,025 shares; 2026Q2: 3,034 shares 3,034 $387K 0.11% +9 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: 1,013 shares; 2024Q4: 1,026 shares; 2025Q1: 1,053 shares; 2025Q2: 1,157 shares; 2025Q3: 1,250 shares; 2025Q4: 1,450 shares; 2026Q1: 1,582 shares; 2026Q2: 1,721 shares 1,721 $384K 0.11% +139 Timeline XOP 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $383K 0.11% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 3,832 shares; 2025Q1: 3,663 shares; 2025Q2: 3,612 shares; 2025Q3: 3,613 shares; 2025Q4: 2,957 shares; 2026Q1: 2,905 shares; 2026Q2: 2,816 shares 2,816 $379K 0.11% -89 Timeline CGW 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: 6,730 shares; 2024Q4: 6,738 shares; 2025Q1: 6,738 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 6,146 shares; 2026Q1: 6,146 shares; 2026Q2: 5,746 shares 5,746 $378K 0.11% -400 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: 1,120 shares; 2024Q4: 1,137 shares; 2025Q1: 1,149 shares; 2025Q2: 1,159 shares; 2025Q3: 1,156 shares; 2025Q4: 1,040 shares; 2026Q1: 1,020 shares; 2026Q2: 1,022 shares 1,022 $370K 0.11% +2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $365K 0.11% 0 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: 1,593 shares; 2024Q4: 1,601 shares; 2025Q1: 1,607 shares; 2025Q2: 1,599 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,552 shares; 2026Q2: 1,346 shares 1,346 $364K 0.11% -206 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,171 shares 7,171 $362K 0.11% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 689 shares; 2026Q1: 741 shares; 2026Q2: 751 shares 751 $359K 0.1% +10 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,179 shares; 2025Q1: 5,243 shares; 2025Q2: 5,713 shares; 2025Q3: 5,887 shares; 2025Q4: 5,337 shares; 2026Q1: 5,018 shares; 2026Q2: 4,842 shares 4,842 $349K 0.1% -176 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,209 shares; 2025Q1: 6,122 shares; 2025Q2: 8,673 shares; 2025Q3: 8,527 shares; 2025Q4: 8,005 shares; 2026Q1: 8,034 shares; 2026Q2: 8,442 shares 8,442 $349K 0.1% +408 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: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 3,486 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,489 shares; 2026Q1: 3,589 shares; 2026Q2: 3,592 shares 3,592 $347K 0.1% +3 Timeline MLPX 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: 42,460 shares; 2025Q1: 46,910 shares; 2025Q2: 48,720 shares; 2025Q3: 49,612 shares; 2025Q4: 43,337 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $347K 0.1% 0 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: 5,187 shares; 2024Q4: 6,012 shares; 2025Q1: 6,192 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,556 shares; 2026Q1: 8,952 shares; 2026Q2: 6,439 shares 6,439 $344K 0.1% -2,513 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR 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: 20,000 shares; 2026Q1: 71,000 shares; 2026Q2: 70,500 shares 70,500 $333K 0.1% -500 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: 1,538 shares; 2024Q4: 1,539 shares; 2025Q1: 1,436 shares; 2025Q2: 1,368 shares; 2025Q3: 1,292 shares; 2025Q4: 1,282 shares; 2026Q1: not reported; 2026Q2: 1,798 shares 1,798 $332K 0.1% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 728 shares 728 $319K 0.09% -40 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: 8,225 shares; 2024Q4: 8,340 shares; 2025Q1: 8,344 shares; 2025Q2: 8,055 shares; 2025Q3: 7,855 shares; 2025Q4: 5,698 shares; 2026Q1: 5,391 shares; 2026Q2: 4,184 shares 4,184 $318K 0.09% -1,207 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: 1,762 shares; 2024Q4: 1,601 shares; 2025Q1: 1,516 shares; 2025Q2: 1,486 shares; 2025Q3: 1,437 shares; 2025Q4: 1,291 shares; 2026Q1: 1,292 shares; 2026Q2: 1,270 shares 1,270 $313K 0.09% -22 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 4,379 shares; 2025Q1: 4,380 shares; 2025Q2: 4,518 shares; 2025Q3: 5,159 shares; 2025Q4: 4,412 shares; 2026Q1: 4,020 shares; 2026Q2: 4,032 shares 4,032 $313K 0.09% +12 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,280 shares 1,280 $304K 0.09% -200 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,296 shares; 2024Q4: 6,272 shares; 2025Q1: 6,198 shares; 2025Q2: 5,806 shares; 2025Q3: 5,194 shares; 2025Q4: 5,070 shares; 2026Q1: 5,051 shares; 2026Q2: 4,515 shares 4,515 $303K 0.09% -536 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 755 shares; 2026Q2: 756 shares 756 $300K 0.09% +1 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS 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: 6,855 shares; 2026Q2: 7,515 shares 7,515 $288K 0.08% +660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,628 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,578 shares; 2026Q2: 4,915 shares 4,915 $278K 0.08% -663 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 5,000 shares 5,000 $276K 0.08% -1,500 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: 1,672 shares; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,682 shares; 2025Q3: 1,699 shares; 2025Q4: 1,583 shares; 2026Q1: 1,569 shares; 2026Q2: 1,624 shares 1,624 $275K 0.08% +55 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: 608 shares; 2024Q4: 609 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $274K 0.08% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,302 shares; 2024Q4: 7,460 shares; 2025Q1: 8,053 shares; 2025Q2: 7,345 shares; 2025Q3: 7,351 shares; 2025Q4: 3,280 shares; 2026Q1: 3,240 shares; 2026Q2: 3,241 shares 3,241 $269K 0.08% +1 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $267K 0.08% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 10,770 shares; 2026Q2: 10,824 shares 10,824 $265K 0.08% +54 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,643 shares; 2025Q2: 2,112 shares; 2025Q3: 2,297 shares; 2025Q4: 1,601 shares; 2026Q1: 2,191 shares; 2026Q2: 3,022 shares 3,022 $263K 0.08% +831 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: 810 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 730 shares; 2025Q4: 731 shares; 2026Q1: 724 shares; 2026Q2: 725 shares 725 $257K 0.07% +1 Timeline FTDS 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: 4,066 shares; 2026Q1: 4,181 shares; 2026Q2: 4,181 shares 4,181 $257K 0.07% 0 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: 2,316 shares; 2024Q4: 2,148 shares; 2025Q1: 2,088 shares; 2025Q2: 2,145 shares; 2025Q3: 2,631 shares; 2025Q4: 1,950 shares; 2026Q1: 1,928 shares; 2026Q2: 1,886 shares 1,886 $255K 0.07% -42 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,647 shares; 2025Q1: 14,092 shares; 2025Q2: 13,682 shares; 2025Q3: 14,101 shares; 2025Q4: 15,168 shares; 2026Q1: 13,711 shares; 2026Q2: 14,224 shares 14,224 $255K 0.07% +513 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares; 2026Q2: 839 shares 839 $254K 0.07% +41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,248 shares; 2026Q1: 1,534 shares; 2026Q2: 1,340 shares 1,340 $254K 0.07% -194 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 1,985 shares 1,985 $252K 0.07% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,085 shares; 2025Q1: 1,090 shares; 2025Q2: 1,084 shares; 2025Q3: 1,060 shares; 2025Q4: 2,121 shares; 2026Q1: 2,123 shares; 2026Q2: 2,125 shares 2,125 $249K 0.07% +2 Timeline UFOX 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: 2,608 shares 2,608 $248K 0.07% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: not reported; 2026Q2: 2,010 shares 2,010 $245K 0.07% new Timeline QTEC 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: 730 shares 730 $244K 0.07% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $242K 0.07% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,813 shares; 2025Q2: 12,844 shares; 2025Q3: 14,690 shares; 2025Q4: 16,300 shares; 2026Q1: 14,353 shares; 2026Q2: 13,370 shares 13,370 $239K 0.07% -983 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 13,975 shares; 2025Q1: 13,975 shares; 2025Q2: 13,600 shares; 2025Q3: 13,350 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 6,223 shares 6,223 $236K 0.07% -877 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 4,620 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $231K 0.07% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH 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: 5,452 shares; 2025Q4: 4,924 shares; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $229K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares; 2026Q1: 1,318 shares; 2026Q2: 1,044 shares 1,044 $226K 0.07% -274 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: 2,481 shares; 2024Q4: 2,954 shares; 2025Q1: 3,069 shares; 2025Q2: 2,736 shares; 2025Q3: 2,455 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares 2,191 $224K 0.07% new Timeline KNGZ 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: 5,561 shares; 2026Q2: 5,561 shares 5,561 $223K 0.06% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,605 shares; 2026Q1: not reported; 2026Q2: 4,566 shares 4,566 $221K 0.06% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,229 shares 1,229 $213K 0.06% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 1,903 shares; 2026Q2: 1,870 shares 1,870 $205K 0.06% -33 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $202K 0.06% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,100 shares; 2024Q4: 22,393 shares; 2025Q1: 22,883 shares; 2025Q2: 17,286 shares; 2025Q3: 17,196 shares; 2025Q4: 15,843 shares; 2026Q1: 14,680 shares; 2026Q2: 13,841 shares 13,841 $192K 0.06% -839 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY 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: 13,357 shares; 2025Q4: not reported; 2026Q1: 13,880 shares; 2026Q2: 14,066 shares 14,066 $162K 0.05% +186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $162K 0.05% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,606 shares; 2024Q4: 36,166 shares; 2025Q1: 32,372 shares; 2025Q2: 34,333 shares; 2025Q3: 34,864 shares; 2025Q4: 20,837 shares; 2026Q1: 18,537 shares; 2026Q2: 19,709 shares 19,709 $142K 0.04% +1,172 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 10,720 shares; 2025Q1: 14,856 shares; 2025Q2: 21,604 shares; 2025Q3: 19,648 shares; 2025Q4: 17,397 shares; 2026Q1: 17,516 shares; 2026Q2: 19,164 shares 19,164 $135K 0.04% +1,648 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 11,050 shares 11,050 $117K 0.03% new Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY 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: 29,660 shares; 2026Q1: 32,575 shares; 2026Q2: 31,850 shares 31,850 $102K 0.03% -725 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 9,375 shares; 2025Q4: 1,800 shares; 2026Q1: 2,385 shares; 2026Q2: 4,085 shares 4,085 $98K 0.03% +1,700 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 14,000 shares 14,000 $80.4K 0.02% new Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,416 shares; 2024Q4: 68,081 shares; 2025Q1: 61,803 shares; 2025Q2: 39,534 shares; 2025Q3: 39,233 shares; 2025Q4: 27,348 shares; 2026Q1: 25,266 shares; 2026Q2: 24,125 shares 24,125 $73.8K 0.02% -1,141 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI 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: 10,458 shares 10,458 $63.6K 0.02% new Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,923 shares; 2024Q4: 361,253 shares; 2025Q1: 388,721 shares; 2025Q2: 343,862 shares; 2025Q3: 137,959 shares; 2025Q4: 84,587 shares; 2026Q1: 80,424 shares; 2026Q2: 75,102 shares 75,102 $46K 0.01% -5,322 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 13,542 shares; 2026Q2: 15,190 shares 15,190 $32.1K 0.01% +1,648 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,557 shares; 2024Q4: 34,557 shares; 2025Q1: 78,457 shares; 2025Q2: 78,457 shares; 2025Q3: 78,457 shares; 2025Q4: 78,457 shares; 2026Q1: 78,457 shares; 2026Q2: 78,457 shares 78,457 $29.3K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE 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: 11,720 shares 11,720 $9.15K <0.01% new Timeline