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: 206,688 shares; 2024Q4: 217,577 shares; 2025Q1: 226,168 shares; 2025Q2: 238,302 shares; 2025Q3: 241,396 shares; 2025Q4: 252,119 shares; 2026Q1: 261,740 shares; 2026Q2: 263,720 shares 263,720 $57.5M 6.57% +1,980 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: 176,331 shares; 2024Q4: 161,026 shares; 2025Q1: 150,311 shares; 2025Q2: 149,472 shares; 2025Q3: 149,964 shares; 2025Q4: 170,167 shares; 2026Q1: 158,168 shares; 2026Q2: 154,772 shares 154,772 $44.8M 5.12% -3,396 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: 276,670 shares; 2024Q4: 257,628 shares; 2025Q1: 245,103 shares; 2025Q2: 245,168 shares; 2025Q3: 244,175 shares; 2025Q4: 249,202 shares; 2026Q1: 218,193 shares; 2026Q2: 215,118 shares 215,118 $43M 4.92% -3,075 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: 64,377 shares; 2024Q4: 72,236 shares; 2025Q1: 74,977 shares; 2025Q2: 77,157 shares; 2025Q3: 77,397 shares; 2025Q4: 79,105 shares; 2026Q1: 80,963 shares; 2026Q2: 484,778 shares 484,778 $41.8M 4.78% +403,815 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: 37,629 shares; 2024Q4: 37,190 shares; 2025Q1: 37,408 shares; 2025Q2: 38,453 shares; 2025Q3: 38,800 shares; 2025Q4: 39,764 shares; 2026Q1: 26,885 shares; 2026Q2: 26,985 shares 26,985 $19.9M 2.27% +100 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: 207,253 shares; 2024Q4: 216,574 shares; 2025Q1: 190,091 shares; 2025Q2: 225,820 shares; 2025Q3: 236,724 shares; 2025Q4: 259,529 shares; 2026Q1: 293,569 shares; 2026Q2: 299,101 shares 299,101 $17.9M 2.04% +5,532 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: 62,912 shares; 2024Q4: 62,622 shares; 2025Q1: 63,464 shares; 2025Q2: 64,028 shares; 2025Q3: 66,823 shares; 2025Q4: 71,456 shares; 2026Q1: 71,641 shares; 2026Q2: 71,409 shares 71,409 $17M 1.95% -232 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,139 shares; 2024Q4: 406,568 shares; 2025Q1: 402,345 shares; 2025Q2: 400,189 shares; 2025Q3: 401,057 shares; 2025Q4: 406,447 shares; 2026Q1: 407,472 shares; 2026Q2: 408,474 shares 408,474 $16.1M 1.85% +1,002 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: 41,539 shares; 2024Q4: 40,339 shares; 2025Q1: 41,753 shares; 2025Q2: 42,286 shares; 2025Q3: 43,051 shares; 2025Q4: 43,471 shares; 2026Q1: 42,698 shares; 2026Q2: 42,653 shares 42,653 $15.9M 1.82% -45 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: 128,714 shares; 2024Q4: 140,732 shares; 2025Q1: 145,105 shares; 2025Q2: 151,673 shares; 2025Q3: 154,016 shares; 2025Q4: 162,578 shares; 2026Q1: 193,608 shares; 2026Q2: 193,849 shares 193,849 $14.9M 1.71% +241 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: 36,547 shares; 2024Q4: 36,268 shares; 2025Q1: 38,331 shares; 2025Q2: 39,334 shares; 2025Q3: 39,996 shares; 2025Q4: 41,613 shares; 2026Q1: 40,940 shares; 2026Q2: 40,246 shares 40,246 $14.4M 1.65% -694 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,113 shares; 2025Q2: 430,059 shares; 2025Q3: 494,976 shares; 2025Q4: 612,021 shares; 2026Q1: 724,769 shares; 2026Q2: 669,005 shares 669,005 $13.8M 1.58% -55,764 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: 15,037 shares; 2024Q4: 15,450 shares; 2025Q1: 16,005 shares; 2025Q2: 16,129 shares; 2025Q3: 16,242 shares; 2025Q4: 16,021 shares; 2026Q1: 17,019 shares; 2026Q2: 16,719 shares 16,719 $12.8M 1.46% -300 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: 48,500 shares; 2024Q4: 40,281 shares; 2025Q1: 39,704 shares; 2025Q2: 40,681 shares; 2025Q3: 39,951 shares; 2025Q4: 39,410 shares; 2026Q1: 36,646 shares; 2026Q2: 36,060 shares 36,060 $12.7M 1.46% -586 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,588 shares; 2024Q4: 61,505 shares; 2025Q1: 62,673 shares; 2025Q2: 62,292 shares; 2025Q3: 63,765 shares; 2025Q4: 70,154 shares; 2026Q1: 68,350 shares; 2026Q2: 68,525 shares 68,525 $12.2M 1.4% +175 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: 21,925 shares; 2024Q4: 20,996 shares; 2025Q1: 21,802 shares; 2025Q2: 24,610 shares; 2025Q3: 25,094 shares; 2025Q4: 24,412 shares; 2026Q1: 22,176 shares; 2026Q2: 31,678 shares 31,678 $12M 1.37% +9,502 Timeline PYLD 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: 98,700 shares; 2024Q4: 127,900 shares; 2025Q1: 153,650 shares; 2025Q2: 313,674 shares; 2025Q3: 340,394 shares; 2025Q4: 418,823 shares; 2026Q1: 469,884 shares; 2026Q2: 445,882 shares 445,882 $11.8M 1.35% -24,002 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: 10,258 shares; 2024Q4: 11,570 shares; 2025Q1: 73,436 shares; 2025Q2: 75,913 shares; 2025Q3: 76,158 shares; 2025Q4: 81,431 shares; 2026Q1: 142,380 shares; 2026Q2: 142,684 shares 142,684 $11.8M 1.35% +304 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,278 shares; 2024Q4: 85,836 shares; 2025Q1: 88,622 shares; 2025Q2: 89,359 shares; 2025Q3: 91,571 shares; 2025Q4: 100,973 shares; 2026Q1: 85,090 shares; 2026Q2: 85,450 shares 85,450 $11.7M 1.34% +360 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: not reported; 2025Q1: 32,585 shares; 2025Q2: 73,590 shares; 2025Q3: 109,430 shares; 2025Q4: 164,545 shares; 2026Q1: 210,310 shares; 2026Q2: 224,985 shares 224,985 $11.3M 1.29% +14,675 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: 9,782 shares; 2024Q4: 10,207 shares; 2025Q1: 10,432 shares; 2025Q2: 10,416 shares; 2025Q3: 10,526 shares; 2025Q4: 10,714 shares; 2026Q1: 10,875 shares; 2026Q2: 10,870 shares 10,870 $11M 1.26% -5 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,744 shares; 2025Q2: 67,525 shares; 2025Q3: 68,089 shares; 2025Q4: 72,186 shares; 2026Q1: 113,613 shares; 2026Q2: 114,467 shares 114,467 $10.7M 1.22% +854 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: 1,611 shares; 2024Q4: 1,421 shares; 2025Q1: 5,084 shares; 2025Q2: 17,215 shares; 2025Q3: 17,392 shares; 2025Q4: 14,168 shares; 2026Q1: 24,690 shares; 2026Q2: 24,723 shares 24,723 $10.3M 1.18% +33 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: 35,647 shares; 2024Q4: 31,712 shares; 2025Q1: 32,694 shares; 2025Q2: 32,422 shares; 2025Q3: 31,995 shares; 2025Q4: 31,320 shares; 2026Q1: 30,461 shares; 2026Q2: 29,272 shares 29,272 $9.58M 1.1% -1,189 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: 17,033 shares; 2025Q2: 29,932 shares; 2025Q3: 30,611 shares; 2025Q4: 30,756 shares; 2026Q1: 35,981 shares; 2026Q2: 35,943 shares 35,943 $9.15M 1.05% -38 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: not reported; 2024Q4: 41,272 shares; 2025Q1: 43,469 shares; 2025Q2: 45,434 shares; 2025Q3: 47,039 shares; 2025Q4: 58,293 shares; 2026Q1: 91,647 shares; 2026Q2: 93,688 shares 93,688 $9.04M 1.03% +2,041 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: 28,790 shares; 2024Q4: 32,110 shares; 2025Q1: 33,089 shares; 2025Q2: 34,794 shares; 2025Q3: 35,783 shares; 2025Q4: 36,399 shares; 2026Q1: 34,770 shares; 2026Q2: 34,175 shares 34,175 $8.6M 0.98% -595 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,934 shares; 2024Q4: not reported; 2025Q1: 81,923 shares; 2025Q2: 83,682 shares; 2025Q3: 84,505 shares; 2025Q4: 91,142 shares; 2026Q1: 172,159 shares; 2026Q2: 165,776 shares 165,776 $8.46M 0.97% -6,383 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: 15,485 shares; 2024Q4: 14,550 shares; 2025Q1: 13,933 shares; 2025Q2: 14,061 shares; 2025Q3: 14,104 shares; 2025Q4: 14,314 shares; 2026Q1: 13,798 shares; 2026Q2: 13,638 shares 13,638 $7.68M 0.88% -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: 7,447 shares; 2024Q4: 7,540 shares; 2025Q1: 7,879 shares; 2025Q2: 8,291 shares; 2025Q3: 8,433 shares; 2025Q4: 8,768 shares; 2026Q1: 8,156 shares; 2026Q2: 8,039 shares 8,039 $7.52M 0.86% -117 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,100 shares; 2024Q4: 392,300 shares; 2025Q1: 404,250 shares; 2025Q2: 427,025 shares; 2025Q3: 473,400 shares; 2025Q4: 561,750 shares; 2026Q1: 583,462 shares; 2026Q2: 604,250 shares 604,250 $7.44M 0.85% +20,788 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: 6,283 shares; 2024Q4: 6,054 shares; 2025Q1: 5,694 shares; 2025Q2: 6,309 shares; 2025Q3: 6,559 shares; 2025Q4: 6,549 shares; 2026Q1: 6,094 shares; 2026Q2: 6,078 shares 6,078 $7.29M 0.83% -16 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: 13,192 shares; 2024Q4: 11,254 shares; 2025Q1: 9,407 shares; 2025Q2: 9,469 shares; 2025Q3: 9,126 shares; 2025Q4: 9,398 shares; 2026Q1: 44,326 shares; 2026Q2: 43,630 shares 43,630 $7.23M 0.83% -696 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: 11,132 shares; 2024Q4: 11,340 shares; 2025Q1: 11,282 shares; 2025Q2: 11,183 shares; 2025Q3: 9,885 shares; 2025Q4: 9,870 shares; 2026Q1: 9,878 shares; 2026Q2: 9,505 shares 9,505 $7.12M 0.81% -373 Timeline EWY 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: not reported; 2026Q1: 34,045 shares; 2026Q2: 35,011 shares 35,011 $7.07M 0.81% +966 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: 143,100 shares; 2024Q4: 136,255 shares; 2025Q1: 142,496 shares; 2025Q2: 147,874 shares; 2025Q3: 150,888 shares; 2025Q4: 155,424 shares; 2026Q1: 159,935 shares; 2026Q2: 157,228 shares 157,228 $7.04M 0.8% -2,707 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,358 shares; 2024Q4: 69,283 shares; 2025Q1: 70,675 shares; 2025Q2: 71,367 shares; 2025Q3: 71,859 shares; 2025Q4: 74,204 shares; 2026Q1: 76,289 shares; 2026Q2: 77,775 shares 77,775 $6.89M 0.79% +1,486 Timeline BBUS 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: 42,086 shares; 2024Q4: 46,900 shares; 2025Q1: 47,659 shares; 2025Q2: 44,213 shares; 2025Q3: 46,699 shares; 2025Q4: 51,792 shares; 2026Q1: 53,850 shares; 2026Q2: 50,929 shares 50,929 $6.86M 0.78% -2,921 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: 5,963 shares; 2024Q4: 13,082 shares; 2025Q1: 7,838 shares; 2025Q2: 12,027 shares; 2025Q3: 13,021 shares; 2025Q4: 16,045 shares; 2026Q1: 8,634 shares; 2026Q2: 9,814 shares 9,814 $6.74M 0.77% +1,180 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: 123,905 shares; 2024Q4: 124,446 shares; 2025Q1: 132,463 shares; 2025Q2: 130,758 shares; 2025Q3: 123,872 shares; 2025Q4: 118,786 shares; 2026Q1: 120,617 shares; 2026Q2: 117,781 shares 117,781 $6.65M 0.76% -2,836 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,969 shares; 2025Q1: 7,709 shares; 2025Q2: 54,798 shares; 2025Q3: 55,565 shares; 2025Q4: 55,206 shares; 2026Q1: 56,718 shares; 2026Q2: 55,062 shares 55,062 $6.42M 0.73% -1,656 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: 25,926 shares; 2024Q4: 56,160 shares; 2025Q1: 51,751 shares; 2025Q2: 55,226 shares; 2025Q3: 54,797 shares; 2025Q4: 34,001 shares; 2026Q1: 32,035 shares; 2026Q2: 29,537 shares 29,537 $6.28M 0.72% -2,498 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,447 shares; 2024Q4: 133,168 shares; 2025Q1: 156,266 shares; 2025Q2: 161,795 shares; 2025Q3: 172,660 shares; 2025Q4: 187,937 shares; 2026Q1: 205,903 shares; 2026Q2: 177,348 shares 177,348 $6.15M 0.7% -28,555 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: 56,771 shares; 2024Q4: 76,042 shares; 2025Q1: 78,457 shares; 2025Q2: 78,619 shares; 2025Q3: 79,007 shares; 2025Q4: 81,917 shares; 2026Q1: 83,656 shares; 2026Q2: 84,027 shares 84,027 $6.06M 0.69% +371 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,733 shares; 2024Q4: 39,713 shares; 2025Q1: 41,180 shares; 2025Q2: 41,777 shares; 2025Q3: 42,091 shares; 2025Q4: 44,002 shares; 2026Q1: 47,124 shares; 2026Q2: 48,882 shares 48,882 $5.75M 0.66% +1,758 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,615 shares; 2024Q4: 21,574 shares; 2025Q1: 22,093 shares; 2025Q2: 21,905 shares; 2025Q3: 22,140 shares; 2025Q4: 23,180 shares; 2026Q1: 24,608 shares; 2026Q2: 24,055 shares 24,055 $5.75M 0.66% -553 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: 9,777 shares; 2024Q4: 9,653 shares; 2025Q1: 9,980 shares; 2025Q2: 9,328 shares; 2025Q3: 9,322 shares; 2025Q4: 9,657 shares; 2026Q1: 9,179 shares; 2026Q2: 9,496 shares 9,496 $5.32M 0.61% +317 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 3,697 shares; 2025Q4: 4,855 shares; 2026Q1: 22,972 shares; 2026Q2: 24,043 shares 24,043 $5.2M 0.6% +1,071 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,777 shares; 2024Q4: 14,669 shares; 2025Q1: 15,521 shares; 2025Q2: 15,514 shares; 2025Q3: 15,686 shares; 2025Q4: 16,457 shares; 2026Q1: 16,722 shares; 2026Q2: 16,458 shares 16,458 $5.15M 0.59% -264 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: 11,947 shares; 2024Q4: 11,193 shares; 2025Q1: 11,858 shares; 2025Q2: 12,019 shares; 2025Q3: 11,971 shares; 2025Q4: 10,507 shares; 2026Q1: 10,165 shares; 2026Q2: 8,871 shares 8,871 $5.15M 0.59% -1,294 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,750 shares; 2024Q4: 117,750 shares; 2025Q1: 140,750 shares; 2025Q2: 208,900 shares; 2025Q3: 246,600 shares; 2025Q4: 314,150 shares; 2026Q1: 366,950 shares; 2026Q2: 404,250 shares 404,250 $5.13M 0.59% +37,300 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,060 shares; 2024Q4: 96,810 shares; 2025Q1: 97,810 shares; 2025Q2: 101,485 shares; 2025Q3: 133,560 shares; 2025Q4: 144,810 shares; 2026Q1: 147,010 shares; 2026Q2: 142,795 shares 142,795 $4.92M 0.56% -4,215 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,300 shares; 2024Q4: 392,400 shares; 2025Q1: 388,050 shares; 2025Q2: 370,275 shares; 2025Q3: 405,225 shares; 2025Q4: 399,075 shares; 2026Q1: 419,475 shares; 2026Q2: 571,275 shares 571,275 $4.89M 0.56% +151,800 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: not reported; 2025Q3: 22,384 shares; 2025Q4: 14,178 shares; 2026Q1: 30,435 shares; 2026Q2: 30,256 shares 30,256 $4.8M 0.55% -179 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,913 shares; 2024Q4: 146,615 shares; 2025Q1: 154,869 shares; 2025Q2: 164,204 shares; 2025Q3: 172,116 shares; 2025Q4: 188,741 shares; 2026Q1: 208,622 shares; 2026Q2: 200,569 shares 200,569 $4.8M 0.55% -8,053 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: 7,767 shares; 2024Q4: 8,348 shares; 2025Q1: 8,752 shares; 2025Q2: 9,141 shares; 2025Q3: 9,112 shares; 2025Q4: 9,340 shares; 2026Q1: 9,617 shares; 2026Q2: 9,362 shares 9,362 $4.77M 0.55% -255 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: 64,080 shares; 2024Q4: 81,971 shares; 2025Q1: 85,762 shares; 2025Q2: 88,380 shares; 2025Q3: 81,677 shares; 2025Q4: 80,548 shares; 2026Q1: 84,907 shares; 2026Q2: 76,401 shares 76,401 $4.7M 0.54% -8,506 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: 3,580 shares; 2024Q4: 4,785 shares; 2025Q1: 4,346 shares; 2025Q2: 3,531 shares; 2025Q3: 4,276 shares; 2025Q4: 12,724 shares; 2026Q1: 12,301 shares; 2026Q2: 12,301 shares 12,301 $4.55M 0.52% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,144 shares; 2024Q4: 48,025 shares; 2025Q1: 48,065 shares; 2025Q2: 51,179 shares; 2025Q3: 81,037 shares; 2025Q4: 86,541 shares; 2026Q1: 88,647 shares; 2026Q2: 86,946 shares 86,946 $4.51M 0.52% -1,701 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 43,010 shares; 2026Q2: 43,785 shares 43,785 $4.39M 0.5% +775 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: 12,889 shares; 2025Q3: 13,228 shares; 2025Q4: 11,869 shares; 2026Q1: 10,999 shares; 2026Q2: 10,078 shares 10,078 $4.37M 0.5% -921 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: 16,131 shares; 2024Q4: 13,104 shares; 2025Q1: 13,026 shares; 2025Q2: 13,583 shares; 2025Q3: 13,593 shares; 2025Q4: 13,575 shares; 2026Q1: 12,388 shares; 2026Q2: 12,354 shares 12,354 $4.24M 0.48% -34 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: 50,001 shares; 2024Q4: 51,726 shares; 2025Q1: 32,399 shares; 2025Q2: 37,086 shares; 2025Q3: 38,820 shares; 2025Q4: 38,424 shares; 2026Q1: 42,408 shares; 2026Q2: 41,257 shares 41,257 $4.08M 0.47% -1,151 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: 8,707 shares; 2024Q4: 8,795 shares; 2025Q1: 9,521 shares; 2025Q2: 9,590 shares; 2025Q3: 9,652 shares; 2025Q4: 9,906 shares; 2026Q1: 8,969 shares; 2026Q2: 8,969 shares 8,969 $4.04M 0.46% 0 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: 7,904 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,066 shares; 2025Q3: 13,715 shares; 2025Q4: 13,162 shares; 2026Q1: 12,715 shares; 2026Q2: 11,790 shares 11,790 $4.02M 0.46% -925 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: not reported; 2026Q1: not reported; 2026Q2: 3,034 shares 3,034 $3.5M 0.4% new 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: 3,230 shares; 2024Q4: 3,020 shares; 2025Q1: 3,055 shares; 2025Q2: 2,970 shares; 2025Q3: 2,880 shares; 2025Q4: 2,885 shares; 2026Q1: 2,876 shares; 2026Q2: 2,780 shares 2,780 $3.49M 0.4% -96 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: 157,597 shares; 2024Q4: 162,836 shares; 2025Q1: 179,969 shares; 2025Q2: 138,592 shares; 2025Q3: 147,465 shares; 2025Q4: 157,119 shares; 2026Q1: 175,213 shares; 2026Q2: 179,821 shares 179,821 $3.22M 0.37% +4,608 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: 4,246 shares; 2024Q4: 4,958 shares; 2025Q1: 4,179 shares; 2025Q2: 4,161 shares; 2025Q3: 4,108 shares; 2025Q4: 4,215 shares; 2026Q1: 4,335 shares; 2026Q2: 4,270 shares 4,270 $3.19M 0.36% -65 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares; 2025Q4: 4,335 shares; 2026Q1: 4,230 shares; 2026Q2: 30,468 shares 30,468 $3.03M 0.35% +26,238 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,222 shares; 2026Q1: 9,222 shares; 2026Q2: 36,888 shares 36,888 $2.97M 0.34% +27,666 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: 22,628 shares; 2024Q4: 23,119 shares; 2025Q1: 23,231 shares; 2025Q2: 23,130 shares; 2025Q3: 22,661 shares; 2025Q4: 22,112 shares; 2026Q1: 21,292 shares; 2026Q2: 20,955 shares 20,955 $2.93M 0.33% -337 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,300 shares; 2024Q4: 97,400 shares; 2025Q1: 96,900 shares; 2025Q2: 96,900 shares; 2025Q3: 91,900 shares; 2025Q4: 90,200 shares; 2026Q1: 83,500 shares; 2026Q2: 56,500 shares 56,500 $2.9M 0.33% -27,000 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,725 shares; 2024Q4: 44,867 shares; 2025Q1: 47,892 shares; 2025Q2: 50,260 shares; 2025Q3: 50,462 shares; 2025Q4: 52,163 shares; 2026Q1: 52,594 shares; 2026Q2: 53,325 shares 53,325 $2.64M 0.3% +731 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,933 shares; 2024Q4: 17,444 shares; 2025Q1: 17,676 shares; 2025Q2: 18,787 shares; 2025Q3: 20,319 shares; 2025Q4: 22,688 shares; 2026Q1: 24,571 shares; 2026Q2: 23,945 shares 23,945 $2.61M 0.3% -626 Timeline TAXX 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: 5,529 shares; 2025Q3: 17,214 shares; 2025Q4: 41,839 shares; 2026Q1: 43,120 shares; 2026Q2: 48,327 shares 48,327 $2.45M 0.28% +5,207 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,648 shares; 2024Q4: 115,625 shares; 2025Q1: 111,550 shares; 2025Q2: 97,275 shares; 2025Q3: 94,350 shares; 2025Q4: 87,700 shares; 2026Q1: 103,450 shares; 2026Q2: 147,175 shares 147,175 $2.41M 0.28% +43,725 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: 15,074 shares; 2024Q4: 14,773 shares; 2025Q1: 17,813 shares; 2025Q2: 22,976 shares; 2025Q3: 26,758 shares; 2025Q4: 37,212 shares; 2026Q1: 40,113 shares; 2026Q2: 46,743 shares 46,743 $2.36M 0.27% +6,630 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: 9,704 shares; 2024Q4: 9,692 shares; 2025Q1: 9,692 shares; 2025Q2: 9,592 shares; 2025Q3: 9,632 shares; 2025Q4: 9,444 shares; 2026Q1: 9,275 shares; 2026Q2: 9,258 shares 9,258 $2.34M 0.27% -17 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,597 shares; 2024Q4: 17,525 shares; 2025Q1: 20,164 shares; 2025Q2: 21,638 shares; 2025Q3: 22,233 shares; 2025Q4: 22,625 shares; 2026Q1: 26,079 shares; 2026Q2: 25,848 shares 25,848 $2.23M 0.26% -231 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: 1,062 shares; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,608 shares; 2025Q3: 1,746 shares; 2025Q4: 6,821 shares; 2026Q1: 6,976 shares; 2026Q2: 7,219 shares 7,219 $2.19M 0.25% +243 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: 27,764 shares; 2024Q4: 28,588 shares; 2025Q1: 23,407 shares; 2025Q2: 22,537 shares; 2025Q3: 23,709 shares; 2025Q4: 23,431 shares; 2026Q1: 35,194 shares; 2026Q2: 35,673 shares 35,673 $2.13M 0.24% +479 Timeline EELV 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: 58,498 shares; 2024Q4: 59,782 shares; 2025Q1: 64,353 shares; 2025Q2: 66,856 shares; 2025Q3: 67,525 shares; 2025Q4: 71,338 shares; 2026Q1: 73,096 shares; 2026Q2: 76,133 shares 76,133 $2.12M 0.24% +3,037 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: 40,242 shares; 2024Q4: 37,029 shares; 2025Q1: 36,207 shares; 2025Q2: 37,245 shares; 2025Q3: 37,373 shares; 2025Q4: 37,434 shares; 2026Q1: 36,343 shares; 2026Q2: 36,593 shares 36,593 $2.09M 0.24% +250 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: 60,800 shares; 2026Q2: 73,749 shares 73,749 $2.07M 0.24% +12,949 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: 8,164 shares; 2024Q4: 7,282 shares; 2025Q1: 7,609 shares; 2025Q2: 7,969 shares; 2025Q3: 8,065 shares; 2025Q4: 7,989 shares; 2026Q1: 7,605 shares; 2026Q2: 7,156 shares 7,156 $1.93M 0.22% -449 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: 7,757 shares; 2024Q4: 7,203 shares; 2025Q1: 7,024 shares; 2025Q2: 6,906 shares; 2025Q3: 6,854 shares; 2025Q4: 6,824 shares; 2026Q1: 6,812 shares; 2026Q2: 6,845 shares 6,845 $1.93M 0.22% +33 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 55,000 shares; 2026Q2: 64,944 shares 64,944 $1.9M 0.22% +9,944 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,903 shares; 2024Q4: 9,894 shares; 2025Q1: 9,403 shares; 2025Q2: 11,963 shares; 2025Q3: 20,399 shares; 2025Q4: 23,009 shares; 2026Q1: 22,609 shares; 2026Q2: 22,788 shares 22,788 $1.88M 0.21% +179 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: 10,793 shares; 2024Q4: 12,421 shares; 2025Q1: 14,347 shares; 2025Q2: 14,808 shares; 2025Q3: 15,634 shares; 2025Q4: 17,160 shares; 2026Q1: 16,587 shares; 2026Q2: 16,272 shares 16,272 $1.84M 0.21% -315 Timeline SCHB 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: 61,200 shares; 2026Q1: 61,200 shares; 2026Q2: 61,200 shares 61,200 $1.77M 0.2% 0 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: 7,142 shares; 2024Q4: 7,291 shares; 2025Q1: 7,190 shares; 2025Q2: 7,140 shares; 2025Q3: 7,193 shares; 2025Q4: 7,376 shares; 2026Q1: 7,363 shares; 2026Q2: 7,337 shares 7,337 $1.74M 0.2% -26 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,950 shares; 2024Q4: 63,700 shares; 2025Q1: 64,098 shares; 2025Q2: 65,448 shares; 2025Q3: 65,448 shares; 2025Q4: 65,948 shares; 2026Q1: 74,248 shares; 2026Q2: 84,348 shares 84,348 $1.73M 0.2% +10,100 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: 5,090 shares; 2024Q4: 4,150 shares; 2025Q1: 3,910 shares; 2025Q2: 4,761 shares; 2025Q3: 4,976 shares; 2025Q4: 4,533 shares; 2026Q1: 3,930 shares; 2026Q2: 3,525 shares 3,525 $1.71M 0.2% -405 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: 3,781 shares; 2024Q4: 2,953 shares; 2025Q1: 2,880 shares; 2025Q2: 2,955 shares; 2025Q3: 3,007 shares; 2025Q4: 3,703 shares; 2026Q1: 3,632 shares; 2026Q2: 3,959 shares 3,959 $1.67M 0.19% +327 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: 8,852 shares; 2024Q4: 7,601 shares; 2025Q1: 8,398 shares; 2025Q2: 10,113 shares; 2025Q3: 11,034 shares; 2025Q4: 11,151 shares; 2026Q1: 8,268 shares; 2026Q2: 6,535 shares 6,535 $1.66M 0.19% -1,733 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: 41,105 shares; 2024Q4: 41,111 shares; 2025Q1: 15,675 shares; 2025Q2: 13,944 shares; 2025Q3: 15,000 shares; 2025Q4: 14,869 shares; 2026Q1: 22,278 shares; 2026Q2: 22,672 shares 22,672 $1.62M 0.18% +394 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 4,560 shares; 2025Q1: 5,525 shares; 2025Q2: 7,035 shares; 2025Q3: 7,530 shares; 2025Q4: 5,887 shares; 2026Q1: 5,410 shares; 2026Q2: 4,531 shares 4,531 $1.61M 0.18% -879 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 3,483 shares; 2025Q1: 6,233 shares; 2025Q2: 6,319 shares; 2025Q3: 6,536 shares; 2025Q4: 5,935 shares; 2026Q1: 6,125 shares; 2026Q2: 6,245 shares 6,245 $1.54M 0.18% +120 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,490 shares; 2024Q4: 67,590 shares; 2025Q1: 67,235 shares; 2025Q2: 67,299 shares; 2025Q3: 67,364 shares; 2025Q4: 67,449 shares; 2026Q1: 67,488 shares; 2026Q2: 67,556 shares 67,556 $1.41M 0.16% +68 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 17,785 shares; 2025Q4: 17,817 shares; 2026Q1: 9,079 shares; 2026Q2: 9,079 shares 9,079 $1.41M 0.16% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,527 shares; 2024Q4: 18,881 shares; 2025Q1: 19,873 shares; 2025Q2: 20,223 shares; 2025Q3: 20,311 shares; 2025Q4: 20,277 shares; 2026Q1: 20,772 shares; 2026Q2: 21,518 shares 21,518 $1.34M 0.15% +746 Timeline JBND 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: not reported; 2025Q3: 4,125 shares; 2025Q4: 19,906 shares; 2026Q1: 22,039 shares; 2026Q2: 24,616 shares 24,616 $1.32M 0.15% +2,577 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: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 4,580 shares; 2025Q3: 4,345 shares; 2025Q4: 9,845 shares; 2026Q1: 9,638 shares; 2026Q2: 9,510 shares 9,510 $1.31M 0.15% -128 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: 1,316 shares; 2024Q4: 1,285 shares; 2025Q1: 1,218 shares; 2025Q2: 1,241 shares; 2025Q3: 1,237 shares; 2025Q4: 1,213 shares; 2026Q1: 1,125 shares; 2026Q2: 10,882 shares 10,882 $1.3M 0.15% +9,757 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: 119,845 shares; 2024Q4: 92,183 shares; 2025Q1: 118,542 shares; 2025Q2: 127,276 shares; 2025Q3: 128,680 shares; 2025Q4: 129,670 shares; 2026Q1: 26,821 shares; 2026Q2: 30,148 shares 30,148 $1.28M 0.15% +3,327 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: 4,767 shares; 2024Q4: 6,314 shares; 2025Q1: 6,566 shares; 2025Q2: 6,599 shares; 2025Q3: 6,613 shares; 2025Q4: 6,480 shares; 2026Q1: 6,278 shares; 2026Q2: 5,635 shares 5,635 $1.24M 0.14% -643 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: 9,882 shares; 2024Q4: 8,701 shares; 2025Q1: 7,685 shares; 2025Q2: 9,176 shares; 2025Q3: 9,705 shares; 2025Q4: 9,279 shares; 2026Q1: 6,994 shares; 2026Q2: 6,684 shares 6,684 $1.24M 0.14% -310 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442,100 shares; 2024Q4: 400,300 shares; 2025Q1: 345,850 shares; 2025Q2: 371,050 shares; 2025Q3: 266,150 shares; 2025Q4: 252,900 shares; 2026Q1: 251,500 shares; 2026Q2: 257,500 shares 257,500 $1.19M 0.14% +6,000 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,816 shares; 2024Q4: 11,626 shares; 2025Q1: 13,752 shares; 2025Q2: 14,643 shares; 2025Q3: 15,917 shares; 2025Q4: 17,738 shares; 2026Q1: 15,616 shares; 2026Q2: 11,784 shares 11,784 $1.16M 0.13% -3,832 Timeline ICOW 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: 21,049 shares; 2024Q4: 21,867 shares; 2025Q1: 22,837 shares; 2025Q2: 23,867 shares; 2025Q3: 24,287 shares; 2025Q4: 25,178 shares; 2026Q1: 26,666 shares; 2026Q2: 27,873 shares 27,873 $1.16M 0.13% +1,207 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: 13,816 shares; 2024Q4: 14,368 shares; 2025Q1: 14,649 shares; 2025Q2: 14,831 shares; 2025Q3: 14,932 shares; 2025Q4: 15,653 shares; 2026Q1: 2,383 shares; 2026Q2: 2,301 shares 2,301 $1.15M 0.13% -82 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: 252 shares; 2024Q4: 433 shares; 2025Q1: 538 shares; 2025Q2: 548 shares; 2025Q3: 578 shares; 2025Q4: 541 shares; 2026Q1: 540 shares; 2026Q2: 577 shares 577 $1.15M 0.13% +37 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: 12,285 shares; 2024Q4: 11,222 shares; 2025Q1: 11,109 shares; 2025Q2: 17,118 shares; 2025Q3: 17,791 shares; 2025Q4: 17,334 shares; 2026Q1: 10,482 shares; 2026Q2: 9,758 shares 9,758 $1.15M 0.13% -724 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: 49,550 shares; 2024Q4: 51,617 shares; 2025Q1: 53,535 shares; 2025Q2: 54,241 shares; 2025Q3: 8,721 shares; 2025Q4: 8,814 shares; 2026Q1: 8,365 shares; 2026Q2: 8,368 shares 8,368 $1.14M 0.13% +3 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: 4,537 shares; 2024Q4: 4,090 shares; 2025Q1: 4,671 shares; 2025Q2: 4,779 shares; 2025Q3: 5,046 shares; 2025Q4: 5,033 shares; 2026Q1: 3,712 shares; 2026Q2: 3,113 shares 3,113 $1.1M 0.13% -599 Timeline FXH 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: 10,195 shares; 2024Q4: 8,395 shares; 2025Q1: 8,420 shares; 2025Q2: 8,260 shares; 2025Q3: 8,060 shares; 2025Q4: 7,960 shares; 2026Q1: 8,180 shares; 2026Q2: 8,715 shares 8,715 $1.07M 0.12% +535 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,803 shares; 2025Q2: 20,529 shares; 2025Q3: 21,144 shares; 2025Q4: 30,958 shares; 2026Q1: 32,454 shares; 2026Q2: 36,037 shares 36,037 $1.06M 0.12% +3,583 Timeline CALF 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: 17,451 shares; 2024Q4: 19,227 shares; 2025Q1: 19,604 shares; 2025Q2: 19,834 shares; 2025Q3: 19,924 shares; 2025Q4: 20,441 shares; 2026Q1: 20,764 shares; 2026Q2: 20,780 shares 20,780 $1.05M 0.12% +16 Timeline FBT 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: 4,346 shares; 2024Q4: 3,831 shares; 2025Q1: 4,036 shares; 2025Q2: 3,556 shares; 2025Q3: 3,655 shares; 2025Q4: 3,662 shares; 2026Q1: 3,687 shares; 2026Q2: 4,177 shares 4,177 $1.04M 0.12% +490 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: not reported; 2024Q4: 4,555 shares; 2025Q1: 5,068 shares; 2025Q2: 6,976 shares; 2025Q3: 8,238 shares; 2025Q4: 20,822 shares; 2026Q1: 28,141 shares; 2026Q2: 30,623 shares 30,623 $1.02M 0.12% +2,482 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: 1,286 shares; 2024Q4: 1,342 shares; 2025Q1: 1,287 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 17,421 shares; 2026Q1: 13,799 shares; 2026Q2: 14,023 shares 14,023 $1M 0.11% +224 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,809 shares 3,809 $973K 0.11% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,876 shares; 2024Q4: 19,425 shares; 2025Q1: 20,010 shares; 2025Q2: 20,235 shares; 2025Q3: 20,355 shares; 2025Q4: 20,591 shares; 2026Q1: 20,714 shares; 2026Q2: 21,819 shares 21,819 $961K 0.11% +1,105 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: 6,727 shares; 2024Q4: 6,730 shares; 2025Q1: 6,149 shares; 2025Q2: 6,150 shares; 2025Q3: 6,153 shares; 2025Q4: 6,147 shares; 2026Q1: 6,149 shares; 2026Q2: 6,150 shares 6,150 $936K 0.11% +1 Timeline JUSA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,746 shares 13,746 $923K 0.11% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 3,206 shares; 2025Q1: 3,530 shares; 2025Q2: 3,718 shares; 2025Q3: 3,728 shares; 2025Q4: 4,247 shares; 2026Q1: 3,799 shares; 2026Q2: 3,800 shares 3,800 $921K 0.11% +1 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: 3,713 shares; 2024Q4: 3,730 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,732 shares; 2025Q4: 3,748 shares; 2026Q1: 3,749 shares; 2026Q2: 3,750 shares 3,750 $911K 0.1% +1 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: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,219 shares; 2025Q4: 1,020 shares; 2026Q1: 966 shares; 2026Q2: 945 shares 945 $909K 0.1% -21 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,112 shares; 2024Q4: 16,798 shares; 2025Q1: 14,988 shares; 2025Q2: 15,233 shares; 2025Q3: 14,196 shares; 2025Q4: 15,592 shares; 2026Q1: 15,132 shares; 2026Q2: 11,329 shares 11,329 $900K 0.1% -3,803 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,421 shares; 2024Q4: 24,817 shares; 2025Q1: 28,178 shares; 2025Q2: 30,180 shares; 2025Q3: 30,148 shares; 2025Q4: 30,926 shares; 2026Q1: 39,915 shares; 2026Q2: 28,153 shares 28,153 $897K 0.1% -11,762 Timeline VTWO 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: not reported; 2025Q4: 7,558 shares; 2026Q1: 7,560 shares; 2026Q2: 7,183 shares 7,183 $872K 0.1% -377 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,500 shares; 2024Q4: 19,250 shares; 2025Q1: 18,500 shares; 2025Q2: 18,250 shares; 2025Q3: 18,000 shares; 2025Q4: 17,700 shares; 2026Q1: 17,200 shares; 2026Q2: 16,700 shares 16,700 $861K 0.1% -500 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,281 shares; 2024Q4: 14,725 shares; 2025Q1: 14,725 shares; 2025Q2: 14,724 shares; 2025Q3: 14,725 shares; 2025Q4: 14,664 shares; 2026Q1: 14,664 shares; 2026Q2: 14,663 shares 14,663 $810K 0.09% -1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,175 shares; 2024Q4: 15,800 shares; 2025Q1: 15,750 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares; 2026Q1: 15,875 shares; 2026Q2: 16,050 shares 16,050 $765K 0.09% +175 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: 7,308 shares; 2024Q4: 4,686 shares; 2025Q1: 4,679 shares; 2025Q2: 4,677 shares; 2025Q3: 4,650 shares; 2025Q4: 4,548 shares; 2026Q1: 4,758 shares; 2026Q2: 4,808 shares 4,808 $763K 0.09% +50 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,846 shares; 2025Q4: 2,735 shares; 2026Q1: 3,061 shares; 2026Q2: 4,117 shares 4,117 $763K 0.09% +1,056 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,610 shares; 2024Q4: 6,510 shares; 2025Q1: 6,155 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,485 shares; 2026Q1: 5,410 shares; 2026Q2: 6,580 shares 6,580 $751K 0.09% +1,170 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,008 shares; 2024Q4: 10,852 shares; 2025Q1: 10,652 shares; 2025Q2: 10,557 shares; 2025Q3: 10,630 shares; 2025Q4: 10,634 shares; 2026Q1: 10,435 shares; 2026Q2: 10,032 shares 10,032 $746K 0.09% -403 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,418 shares; 2025Q1: 3,338 shares; 2025Q2: 3,459 shares; 2025Q3: 3,440 shares; 2025Q4: 3,443 shares; 2026Q1: 3,167 shares; 2026Q2: 3,221 shares 3,221 $731K 0.08% +54 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: 910 shares; 2025Q2: 1,105 shares; 2025Q3: 1,100 shares; 2025Q4: 1,995 shares; 2026Q1: 2,440 shares; 2026Q2: 4,200 shares 4,200 $728K 0.08% +1,760 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: 7,388 shares; 2024Q4: 7,452 shares; 2025Q1: 9,169 shares; 2025Q2: 9,524 shares; 2025Q3: 9,879 shares; 2025Q4: 12,204 shares; 2026Q1: 14,322 shares; 2026Q2: 15,337 shares 15,337 $701K 0.08% +1,015 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: 8,865 shares; 2024Q4: 10,904 shares; 2025Q1: 12,062 shares; 2025Q2: 13,051 shares; 2025Q3: 13,528 shares; 2025Q4: 16,164 shares; 2026Q1: 17,618 shares; 2026Q2: 14,912 shares 14,912 $700K 0.08% -2,706 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,590 shares; 2024Q4: 6,747 shares; 2025Q1: 5,528 shares; 2025Q2: 4,482 shares; 2025Q3: 5,821 shares; 2025Q4: 6,051 shares; 2026Q1: 6,005 shares; 2026Q2: 5,348 shares 5,348 $699K 0.08% -657 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: 1,285 shares; 2024Q4: 1,130 shares; 2025Q1: 1,090 shares; 2025Q2: 1,050 shares; 2025Q3: 945 shares; 2025Q4: 956 shares; 2026Q1: 956 shares; 2026Q2: 954 shares 954 $680K 0.08% -2 Timeline JEMA 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: 10,118 shares; 2024Q4: 11,395 shares; 2025Q1: 10,128 shares; 2025Q2: 9,256 shares; 2025Q3: 10,006 shares; 2025Q4: 12,828 shares; 2026Q1: 11,691 shares; 2026Q2: 10,385 shares 10,385 $663K 0.08% -1,306 Timeline JMOM 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: 7,966 shares; 2025Q3: 7,793 shares; 2025Q4: 7,896 shares; 2026Q1: 8,698 shares; 2026Q2: 7,750 shares 7,750 $662K 0.08% -948 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: 8,907 shares; 2024Q4: 7,486 shares; 2025Q1: 7,324 shares; 2025Q2: 5,775 shares; 2025Q3: 5,094 shares; 2025Q4: 5,203 shares; 2026Q1: 5,084 shares; 2026Q2: 5,051 shares 5,051 $649K 0.07% -33 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,498 shares; 2025Q1: 1,523 shares; 2025Q2: 1,537 shares; 2025Q3: 1,526 shares; 2025Q4: 1,573 shares; 2026Q1: 1,566 shares; 2026Q2: 1,520 shares 1,520 $648K 0.07% -46 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,212 shares; 2024Q4: 7,428 shares; 2025Q1: 5,401 shares; 2025Q2: 4,781 shares; 2025Q3: 4,883 shares; 2025Q4: 4,848 shares; 2026Q1: 5,328 shares; 2026Q2: 5,748 shares 5,748 $634K 0.07% +420 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: 5,038 shares; 2024Q4: 4,801 shares; 2025Q1: 4,666 shares; 2025Q2: 5,135 shares; 2025Q3: 5,360 shares; 2025Q4: 5,199 shares; 2026Q1: 4,332 shares; 2026Q2: 3,863 shares 3,863 $626K 0.07% -469 Timeline BBEU 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: 8,828 shares; 2024Q4: 8,828 shares; 2025Q1: 8,731 shares; 2025Q2: 8,395 shares; 2025Q3: 8,134 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares; 2026Q2: 7,980 shares 7,980 $621K 0.07% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,486 shares; 2024Q4: 23,074 shares; 2025Q1: 22,743 shares; 2025Q2: 21,805 shares; 2025Q3: 21,811 shares; 2025Q4: 21,819 shares; 2026Q1: 19,755 shares; 2026Q2: 19,354 shares 19,354 $619K 0.07% -401 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 7,950 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,300 shares; 2025Q4: 7,100 shares; 2026Q1: 7,050 shares; 2026Q2: 6,950 shares 6,950 $617K 0.07% -100 Timeline PCMM 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: 14,161 shares; 2025Q2: 14,763 shares; 2025Q3: 14,774 shares; 2025Q4: 14,981 shares; 2026Q1: 13,977 shares; 2026Q2: 12,285 shares 12,285 $613K 0.07% -1,692 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,776 shares; 2024Q4: 36,093 shares; 2025Q1: 32,261 shares; 2025Q2: 32,307 shares; 2025Q3: 40,927 shares; 2025Q4: 41,024 shares; 2026Q1: 31,947 shares; 2026Q2: 32,032 shares 32,032 $612K 0.07% +85 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 844 shares 844 $610K 0.07% +94 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,036 shares; 2026Q2: 24,469 shares 24,469 $599K 0.07% +17,433 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,749 shares; 2025Q1: 1,699 shares; 2025Q2: 1,709 shares; 2025Q3: 1,704 shares; 2025Q4: 1,706 shares; 2026Q1: 1,678 shares; 2026Q2: 1,758 shares 1,758 $595K 0.07% +80 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: 648 shares; 2024Q4: 777 shares; 2025Q1: 648 shares; 2025Q2: 1,547 shares; 2025Q3: 1,588 shares; 2025Q4: 1,849 shares; 2026Q1: 928 shares; 2026Q2: 935 shares 935 $593K 0.07% +7 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: 929 shares; 2024Q4: 1,123 shares; 2025Q1: 1,300 shares; 2025Q2: 2,389 shares; 2025Q3: 2,609 shares; 2025Q4: 4,383 shares; 2026Q1: 2,721 shares; 2026Q2: 2,646 shares 2,646 $593K 0.07% -75 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: 4,632 shares; 2024Q4: 4,591 shares; 2025Q1: 7,018 shares; 2025Q2: 6,476 shares; 2025Q3: 6,422 shares; 2025Q4: 6,423 shares; 2026Q1: 6,400 shares; 2026Q2: 6,591 shares 6,591 $578K 0.07% +191 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: 2,260 shares; 2025Q4: 2,565 shares; 2026Q1: 2,250 shares; 2026Q2: 2,090 shares 2,090 $577K 0.07% -160 Timeline IXUS 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: 6,029 shares 6,029 $575K 0.07% new 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: 4,152 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 4,129 shares; 2026Q2: 4,116 shares 4,116 $566K 0.06% -13 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: 12,473 shares; 2024Q4: 12,149 shares; 2025Q1: 11,291 shares; 2025Q2: 11,058 shares; 2025Q3: 10,763 shares; 2025Q4: 10,780 shares; 2026Q1: 10,555 shares; 2026Q2: 10,387 shares 10,387 $557K 0.06% -168 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: 2,584 shares; 2024Q4: 2,359 shares; 2025Q1: 2,290 shares; 2025Q2: 2,268 shares; 2025Q3: 2,278 shares; 2025Q4: 2,262 shares; 2026Q1: 2,270 shares; 2026Q2: 2,276 shares 2,276 $552K 0.06% +6 Timeline JGLO 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: 15,345 shares; 2024Q4: 18,504 shares; 2025Q1: 19,837 shares; 2025Q2: 16,048 shares; 2025Q3: 12,513 shares; 2025Q4: 12,676 shares; 2026Q1: 12,922 shares; 2026Q2: 7,673 shares 7,673 $546K 0.06% -5,249 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: 4,044 shares; 2024Q4: 4,097 shares; 2025Q1: 4,072 shares; 2025Q2: 4,112 shares; 2025Q3: 4,860 shares; 2025Q4: 6,279 shares; 2026Q1: 6,342 shares; 2026Q2: 6,404 shares 6,404 $529K 0.06% +62 Timeline JIVE 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: not reported; 2025Q3: 3,838 shares; 2025Q4: 4,493 shares; 2026Q1: 4,558 shares; 2026Q2: 5,739 shares 5,739 $528K 0.06% +1,181 Timeline GLOF 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: 10,337 shares; 2025Q3: 9,869 shares; 2025Q4: 8,885 shares; 2026Q1: 9,505 shares; 2026Q2: 8,952 shares 8,952 $526K 0.06% -553 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,927 shares; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,065 shares; 2025Q3: 6,115 shares; 2025Q4: 6,312 shares; 2026Q1: 6,312 shares; 2026Q2: 6,361 shares 6,361 $523K 0.06% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,964 shares; 2026Q1: 7,080 shares; 2026Q2: 11,504 shares 11,504 $522K 0.06% +4,424 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: 7,680 shares; 2025Q2: 7,628 shares; 2025Q3: 7,442 shares; 2025Q4: 7,067 shares; 2026Q1: 7,013 shares; 2026Q2: 6,861 shares 6,861 $518K 0.06% -152 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,320 shares; 2025Q1: 3,592 shares; 2025Q2: 5,179 shares; 2025Q3: 5,299 shares; 2025Q4: 5,412 shares; 2026Q1: 3,418 shares; 2026Q2: 3,418 shares 3,418 $518K 0.06% 0 Timeline VIS 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: 1,354 shares; 2024Q4: 1,322 shares; 2025Q1: 1,325 shares; 2025Q2: 1,326 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares; 2026Q1: 1,378 shares; 2026Q2: 1,422 shares 1,422 $513K 0.06% +44 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: 5,249 shares; 2024Q4: 5,334 shares; 2025Q1: 4,729 shares; 2025Q2: 4,869 shares; 2025Q3: 4,870 shares; 2025Q4: 4,966 shares; 2026Q1: 5,095 shares; 2026Q2: 5,188 shares 5,188 $501K 0.06% +93 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 3,374 shares; 2025Q1: 3,650 shares; 2025Q2: 3,678 shares; 2025Q3: 3,653 shares; 2025Q4: 3,654 shares; 2026Q1: 3,472 shares; 2026Q2: 3,444 shares 3,444 $493K 0.06% -28 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: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 2,713 shares; 2026Q2: 2,582 shares 2,582 $490K 0.06% -131 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: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,544 shares; 2025Q2: 1,944 shares; 2025Q3: 2,361 shares; 2025Q4: 2,824 shares; 2026Q1: 2,985 shares; 2026Q2: 3,299 shares 3,299 $483K 0.06% +314 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,413 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,417 shares; 2026Q1: 2,418 shares; 2026Q2: 2,419 shares 2,419 $478K 0.05% +1 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: 2,132 shares; 2024Q4: 2,061 shares; 2025Q1: 2,019 shares; 2025Q2: 2,021 shares; 2025Q3: 2,004 shares; 2025Q4: 3,941 shares; 2026Q1: 3,995 shares; 2026Q2: 4,069 shares 4,069 $477K 0.05% +74 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: 4,367 shares; 2024Q4: 3,442 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,617 shares; 2025Q4: 3,737 shares; 2026Q1: 3,737 shares; 2026Q2: 3,737 shares 3,737 $473K 0.05% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 11,811 shares; 2026Q1: 33,250 shares; 2026Q2: 38,250 shares 38,250 $455K 0.05% +5,000 Timeline VOT 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: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,479 shares; 2026Q2: 1,482 shares 1,482 $454K 0.05% +3 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: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 463 shares 463 $453K 0.05% -36 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,812 shares; 2026Q2: 2,299 shares 2,299 $438K 0.05% -513 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH 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: not reported; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares; 2026Q2: 26,700 shares 26,700 $437K 0.05% +6,700 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429 shares; 2024Q4: 2,389 shares; 2025Q1: 2,346 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,333 shares; 2026Q1: 2,341 shares; 2026Q2: 2,393 shares 2,393 $430K 0.05% +52 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: 4,246 shares; 2024Q4: 4,196 shares; 2025Q1: 4,305 shares; 2025Q2: 4,380 shares; 2025Q3: 4,257 shares; 2025Q4: 4,108 shares; 2026Q1: 4,160 shares; 2026Q2: 4,194 shares 4,194 $429K 0.05% +34 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,230 shares; 2025Q1: not reported; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares; 2026Q2: 8,421 shares 8,421 $426K 0.05% +3,191 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: 9,565 shares; 2024Q4: 9,182 shares; 2025Q1: 8,841 shares; 2025Q2: 8,678 shares; 2025Q3: 8,720 shares; 2025Q4: 8,720 shares; 2026Q1: 8,558 shares; 2026Q2: 8,658 shares 8,658 $412K 0.05% +100 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,196 shares; 2024Q4: 6,165 shares; 2025Q1: 6,104 shares; 2025Q2: 5,870 shares; 2025Q3: 4,824 shares; 2025Q4: 7,271 shares; 2026Q1: 7,048 shares; 2026Q2: 7,550 shares 7,550 $401K 0.05% +502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,781 shares 4,781 $397K 0.05% new Timeline JIG 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: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,447 shares; 2026Q1: 4,731 shares; 2026Q2: 4,525 shares 4,525 $394K 0.05% -206 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: 4,587 shares; 2024Q4: 3,853 shares; 2025Q1: 3,748 shares; 2025Q2: 1,359 shares; 2025Q3: 1,527 shares; 2025Q4: 1,381 shares; 2026Q1: 1,471 shares; 2026Q2: 1,310 shares 1,310 $394K 0.05% -161 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 6,409 shares; 2025Q1: 6,744 shares; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares; 2026Q2: 6,409 shares 6,409 $393K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 2,040 shares; 2025Q4: 2,056 shares; 2026Q1: 3,780 shares; 2026Q2: 3,651 shares 3,651 $391K 0.04% -129 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: 6,906 shares; 2024Q4: 7,179 shares; 2025Q1: 7,711 shares; 2025Q2: not reported; 2025Q3: 563 shares; 2025Q4: 357 shares; 2026Q1: 337 shares; 2026Q2: 362 shares 362 $386K 0.04% +25 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 907 shares; 2025Q1: 913 shares; 2025Q2: 972 shares; 2025Q3: 981 shares; 2025Q4: 994 shares; 2026Q1: 972 shares; 2026Q2: 967 shares 967 $377K 0.04% -5 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: 3,708 shares 3,708 $377K 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 359 shares; 2025Q2: 5,340 shares; 2025Q3: 5,460 shares; 2025Q4: 5,390 shares; 2026Q1: 4,873 shares; 2026Q2: 4,054 shares 4,054 $373K 0.04% -819 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,299 shares; 2024Q4: 26,752 shares; 2025Q1: 22,706 shares; 2025Q2: 12,904 shares; 2025Q3: 11,056 shares; 2025Q4: 10,157 shares; 2026Q1: 11,916 shares; 2026Q2: 11,997 shares 11,997 $367K 0.04% +81 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,486 shares; 2025Q3: 1,535 shares; 2025Q4: 1,548 shares; 2026Q1: 1,525 shares; 2026Q2: 1,471 shares 1,471 $365K 0.04% -54 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 5,404 shares; 2025Q1: 5,327 shares; 2025Q2: 5,056 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 4,885 shares; 2026Q2: 4,760 shares 4,760 $362K 0.04% -125 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $360K 0.04% 0 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: 2,303 shares; 2024Q4: 2,282 shares; 2025Q1: 2,253 shares; 2025Q2: 2,275 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,275 shares; 2026Q2: 2,191 shares 2,191 $357K 0.04% -84 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: 3,698 shares; 2024Q4: 2,997 shares; 2025Q1: 3,256 shares; 2025Q2: 5,087 shares; 2025Q3: 5,150 shares; 2025Q4: 5,040 shares; 2026Q1: 2,775 shares; 2026Q2: 2,411 shares 2,411 $354K 0.04% -364 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: 792 shares; 2024Q4: 774 shares; 2025Q1: 1,366 shares; 2025Q2: 1,395 shares; 2025Q3: 1,235 shares; 2025Q4: 935 shares; 2026Q1: 957 shares; 2026Q2: 998 shares 998 $354K 0.04% +41 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,424 shares; 2025Q1: 1,411 shares; 2025Q2: 1,351 shares; 2025Q3: 1,355 shares; 2025Q4: 1,357 shares; 2026Q1: 1,346 shares; 2026Q2: 1,296 shares 1,296 $353K 0.04% -50 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: 1,861 shares; 2024Q4: 1,056 shares; 2025Q1: 1,067 shares; 2025Q2: 1,055 shares; 2025Q3: 1,023 shares; 2025Q4: 1,025 shares; 2026Q1: 1,023 shares; 2026Q2: 960 shares 960 $348K 0.04% -63 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: 6,588 shares; 2024Q4: 5,465 shares; 2025Q1: 3,905 shares; 2025Q2: 8,329 shares; 2025Q3: 9,381 shares; 2025Q4: 9,698 shares; 2026Q1: 4,584 shares; 2026Q2: 4,248 shares 4,248 $345K 0.04% -336 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 292 shares; 2025Q4: 294 shares; 2026Q1: 296 shares; 2026Q2: 300 shares 300 $340K 0.04% +4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,990 shares; 2025Q4: 2,979 shares; 2026Q1: 3,229 shares; 2026Q2: 3,232 shares 3,232 $336K 0.04% +3 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: 2,000 shares; 2024Q4: 2,055 shares; 2025Q1: 2,056 shares; 2025Q2: 2,059 shares; 2025Q3: 2,098 shares; 2025Q4: 2,072 shares; 2026Q1: 2,076 shares; 2026Q2: 2,077 shares 2,077 $328K 0.04% +1 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,045 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 980 shares 980 $328K 0.04% -57 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: 1,882 shares; 2025Q4: 1,883 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $326K 0.04% 0 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: 869 shares; 2024Q4: 770 shares; 2025Q1: 742 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 692 shares; 2026Q1: 657 shares; 2026Q2: 2,616 shares 2,616 $325K 0.04% +1,959 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,751 shares; 2026Q1: 5,775 shares; 2026Q2: 5,971 shares 5,971 $319K 0.04% +196 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,612 shares; 2025Q1: 1,437 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $318K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,978 shares; 2025Q4: 8,368 shares; 2026Q1: 11,688 shares; 2026Q2: 17,728 shares 17,728 $318K 0.04% +6,040 Timeline ACWI 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: 2,010 shares; 2026Q2: 2,019 shares 2,019 $317K 0.04% +9 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: 3,581 shares; 2024Q4: 4,356 shares; 2025Q1: 4,301 shares; 2025Q2: 3,367 shares; 2025Q3: 3,086 shares; 2025Q4: 2,987 shares; 2026Q1: 3,017 shares; 2026Q2: 5,620 shares 5,620 $316K 0.04% +2,603 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,858 shares; 2025Q3: 2,859 shares; 2025Q4: 2,928 shares; 2026Q1: 2,967 shares; 2026Q2: 3,014 shares 3,014 $310K 0.04% +47 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: 4,180 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,155 shares; 2026Q1: 3,080 shares; 2026Q2: 2,942 shares 2,942 $309K 0.04% -138 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,637 shares; 2024Q4: 12,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,560 shares; 2025Q4: 9,234 shares; 2026Q1: not reported; 2026Q2: 6,711 shares 6,711 $303K 0.03% new 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: 2,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,034 shares; 2026Q1: 1,799 shares; 2026Q2: 1,775 shares 1,775 $302K 0.03% -24 Timeline DLN 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: 138,258 shares; 2025Q1: 61,510 shares; 2025Q2: 61,879 shares; 2025Q3: 62,506 shares; 2025Q4: 63,323 shares; 2026Q1: 3,256 shares; 2026Q2: 3,122 shares 3,122 $301K 0.03% -134 Timeline VDC 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: 1,059 shares; 2024Q4: 1,068 shares; 2025Q1: 1,072 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 1,178 shares; 2026Q1: 1,192 shares; 2026Q2: 1,326 shares 1,326 $299K 0.03% +134 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares; 2026Q2: 2,851 shares 2,851 $298K 0.03% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,950 shares; 2025Q3: 9,150 shares; 2025Q4: 12,240 shares; 2026Q1: 10,105 shares; 2026Q2: 5,650 shares 5,650 $297K 0.03% -4,455 Timeline 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: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $297K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $288K 0.03% 0 Timeline VCSH 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: not reported; 2025Q4: 3,278 shares; 2026Q1: 3,297 shares; 2026Q2: 3,629 shares 3,629 $287K 0.03% +332 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448 $284K 0.03% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,529 shares; 2025Q1: 1,504 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,182 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $281K 0.03% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,500 shares 5,500 $279K 0.03% +500 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: 23,410 shares; 2024Q4: 23,393 shares; 2025Q1: 24,284 shares; 2025Q2: 24,359 shares; 2025Q3: 24,611 shares; 2025Q4: 25,151 shares; 2026Q1: 25,617 shares; 2026Q2: 1,159 shares 1,159 $276K 0.03% -24,458 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,984 shares; 2024Q4: 5,083 shares; 2025Q1: 4,693 shares; 2025Q2: 4,815 shares; 2025Q3: 4,813 shares; 2025Q4: 4,809 shares; 2026Q1: 5,406 shares; 2026Q2: 3,036 shares 3,036 $275K 0.03% -2,370 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,809 shares; 2025Q1: 1,692 shares; 2025Q2: 1,612 shares; 2025Q3: 1,592 shares; 2025Q4: 1,523 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $275K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,734 shares; 2024Q4: 2,336 shares; 2025Q1: 1,762 shares; 2025Q2: 708 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $273K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,386 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,257 shares; 2025Q4: 3,230 shares; 2026Q1: 2,629 shares; 2026Q2: 2,526 shares 2,526 $272K 0.03% -103 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $272K 0.03% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100 $272K 0.03% 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: 1,412 shares; 2024Q4: 1,672 shares; 2025Q1: 1,402 shares; 2025Q2: 1,931 shares; 2025Q3: 1,908 shares; 2025Q4: 1,711 shares; 2026Q1: 1,154 shares; 2026Q2: 902 shares 902 $269K 0.03% -252 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: 698 shares; 2025Q4: 684 shares; 2026Q1: not reported; 2026Q2: 718 shares 718 $268K 0.03% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,750 shares; 2025Q3: 11,675 shares; 2025Q4: 9,175 shares; 2026Q1: 8,450 shares; 2026Q2: 7,170 shares 7,170 $267K 0.03% -1,280 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,335 shares; 2024Q4: 14,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,389 shares; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares 4,663 $263K 0.03% 0 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: 498 shares; 2024Q4: 1,097 shares; 2025Q1: 559 shares; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 738 shares; 2026Q1: 634 shares; 2026Q2: 692 shares 692 $255K 0.03% +58 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,455 shares; 2025Q1: 1,525 shares; 2025Q2: 1,557 shares; 2025Q3: 1,962 shares; 2025Q4: 1,927 shares; 2026Q1: 2,052 shares; 2026Q2: 2,225 shares 2,225 $254K 0.03% +173 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,165 shares; 2025Q4: 1,168 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $247K 0.03% 0 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: 126,166 shares; 2024Q4: 108,257 shares; 2025Q1: 9,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,419 shares 2,419 $247K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $240K 0.03% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: not reported; 2026Q1: 4,915 shares; 2026Q2: 4,575 shares 4,575 $239K 0.03% -340 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $237K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 436 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: not reported; 2026Q2: 591 shares 591 $235K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,071 shares 1,071 $228K 0.03% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 2,975 shares; 2025Q1: 2,515 shares; 2025Q2: 2,055 shares; 2025Q3: 1,950 shares; 2025Q4: 1,753 shares; 2026Q1: 1,910 shares; 2026Q2: 1,615 shares 1,615 $228K 0.03% -295 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,020 shares; 2024Q4: 59,469 shares; 2025Q1: 59,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares; 2026Q2: 3,504 shares 3,504 $220K 0.03% 0 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: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,010 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 1,006 shares; 2026Q1: not reported; 2026Q2: 1,007 shares 1,007 $220K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,934 shares; 2024Q4: 6,309 shares; 2025Q1: 6,066 shares; 2025Q2: 2,684 shares; 2025Q3: 2,434 shares; 2025Q4: 2,575 shares; 2026Q1: 2,497 shares; 2026Q2: 2,286 shares 2,286 $220K 0.03% -211 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,289 shares 2,289 $216K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares; 2026Q2: 1,584 shares 1,584 $215K 0.02% -1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $213K 0.02% new 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: 2,303 shares; 2024Q4: 2,254 shares; 2025Q1: 2,209 shares; 2025Q2: 2,224 shares; 2025Q3: 2,240 shares; 2025Q4: 2,220 shares; 2026Q1: 2,230 shares; 2026Q2: 2,245 shares 2,245 $212K 0.02% +15 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: 4,157 shares; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,219 shares; 2025Q3: 2,243 shares; 2025Q4: 2,274 shares; 2026Q1: 2,287 shares; 2026Q2: 2,306 shares 2,306 $211K 0.02% +19 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 465 shares; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 428 shares; 2026Q1: 430 shares; 2026Q2: 414 shares 414 $208K 0.02% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $207K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $206K 0.02% 0 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: 2,069 shares; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares; 2026Q2: 1,852 shares 1,852 $205K 0.02% +30 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT 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: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 30,515 shares; 2026Q2: 30,515 shares 30,515 $147K 0.02% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,638 shares; 2024Q4: 36,540 shares; 2025Q1: 44,540 shares; 2025Q2: 78,300 shares; 2025Q3: 77,250 shares; 2025Q4: 90,300 shares; 2026Q1: 115,050 shares; 2026Q2: 141,900 shares 141,900 $135K 0.02% +26,850 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: 10,500 shares; 2025Q3: 10,550 shares; 2025Q4: 12,550 shares; 2026Q1: 14,630 shares; 2026Q2: 14,630 shares 14,630 $86K 0.01% 0 Timeline UVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $61.8K 0.01% new Timeline