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: 14,325 shares; 2024Q4: 14,249 shares; 2025Q1: 158,694 shares; 2025Q2: 16,443 shares; 2025Q3: 238,141 shares; 2025Q4: 249,657 shares; 2026Q1: 252,254 shares; 2026Q2: 252,521 shares 252,521 $93.4M 11.42% +267 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,793 shares; 2024Q4: 369,703 shares; 2025Q1: 286,625 shares; 2025Q2: 287,846 shares; 2025Q3: 301,860 shares; 2025Q4: 302,631 shares; 2026Q1: 384,338 shares; 2026Q2: 414,903 shares 414,903 $45.8M 5.6% +30,565 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: 36,040 shares; 2024Q4: 36,365 shares; 2025Q1: 40,990 shares; 2025Q2: 40,905 shares; 2025Q3: 40,759 shares; 2025Q4: 49,743 shares; 2026Q1: 55,754 shares; 2026Q2: 317,854 shares 317,854 $27.4M 3.35% +262,100 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,868 shares; 2024Q4: 69,054 shares; 2025Q1: 78,228 shares; 2025Q2: 88,333 shares; 2025Q3: 92,502 shares; 2025Q4: 115,377 shares; 2026Q1: 114,010 shares; 2026Q2: 115,954 shares 115,954 $25.3M 3.09% +1,944 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: 20,707 shares; 2024Q4: 57,048 shares; 2025Q1: 100,554 shares; 2025Q2: 56,488 shares; 2025Q3: 105,474 shares; 2025Q4: 105,756 shares; 2026Q1: 124,491 shares; 2026Q2: 123,573 shares 123,573 $24.7M 3.02% -918 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: 43,366 shares; 2024Q4: 69,666 shares; 2025Q1: 63,101 shares; 2025Q2: 59,838 shares; 2025Q3: 62,101 shares; 2025Q4: 68,388 shares; 2026Q1: 77,054 shares; 2026Q2: 77,189 shares 77,189 $22.3M 2.73% +135 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: 7,883 shares; 2024Q4: 8,253 shares; 2025Q1: 18,862 shares; 2025Q2: 6,541 shares; 2025Q3: 23,466 shares; 2025Q4: 23,768 shares; 2026Q1: 23,741 shares; 2026Q2: 26,516 shares 26,516 $19.8M 2.42% +2,775 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: not reported; 2025Q3: 206,130 shares; 2025Q4: 208,816 shares; 2026Q1: 207,374 shares; 2026Q2: 211,138 shares 211,138 $17.7M 2.16% +3,764 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287,075 shares; 2025Q2: not reported; 2025Q3: 520,469 shares; 2025Q4: 484,138 shares; 2026Q1: 473,747 shares; 2026Q2: 492,780 shares 492,780 $16.4M 2.01% +19,033 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: 7,859 shares; 2024Q4: 19,766 shares; 2025Q1: 56,500 shares; 2025Q2: 59,296 shares; 2025Q3: 60,871 shares; 2025Q4: 105,966 shares; 2026Q1: 114,676 shares; 2026Q2: 154,581 shares 154,581 $11.7M 1.43% +39,905 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,466 shares; 2026Q2: 112,959 shares 112,959 $11.2M 1.37% -507 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,936 shares; 2025Q2: 3,087 shares; 2025Q3: 72,952 shares; 2025Q4: 133,202 shares; 2026Q1: 139,047 shares; 2026Q2: 147,243 shares 147,243 $10.8M 1.32% +8,196 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: 5,329 shares; 2024Q4: 7,232 shares; 2025Q1: 9,650 shares; 2025Q2: 8,349 shares; 2025Q3: 12,133 shares; 2025Q4: 13,769 shares; 2026Q1: 14,066 shares; 2026Q2: 14,117 shares 14,117 $10.6M 1.29% +51 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347,415 shares; 2025Q2: not reported; 2025Q3: 602,576 shares; 2025Q4: 596,583 shares; 2026Q1: 604,163 shares; 2026Q2: 624,081 shares 624,081 $9.85M 1.2% +19,918 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,041 shares; 2024Q4: 204,118 shares; 2025Q1: 194,239 shares; 2025Q2: 188,203 shares; 2025Q3: 182,788 shares; 2025Q4: 181,177 shares; 2026Q1: 176,996 shares; 2026Q2: 182,316 shares 182,316 $9.69M 1.18% +5,320 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 11,428 shares; 2025Q1: 154,619 shares; 2025Q2: 12,867 shares; 2025Q3: 249,640 shares; 2025Q4: 285,665 shares; 2026Q1: 281,991 shares; 2026Q2: 293,484 shares 293,484 $9.31M 1.14% +11,493 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,554 shares; 2026Q2: 142,809 shares 142,809 $9.18M 1.12% +255 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: 21,388 shares; 2024Q4: 30,842 shares; 2025Q1: 34,309 shares; 2025Q2: 32,235 shares; 2025Q3: 32,801 shares; 2025Q4: 34,172 shares; 2026Q1: 36,970 shares; 2026Q2: 37,385 shares 37,385 $8.91M 1.09% +415 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: 13,929 shares; 2024Q4: 15,798 shares; 2025Q1: 15,980 shares; 2025Q2: 29,295 shares; 2025Q3: 39,620 shares; 2025Q4: 42,887 shares; 2026Q1: 93,707 shares; 2026Q2: 94,188 shares 94,188 $8.63M 1.06% +481 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,548 shares; 2025Q2: not reported; 2025Q3: 135,360 shares; 2025Q4: 156,820 shares; 2026Q1: 159,906 shares; 2026Q2: 168,013 shares 168,013 $8.46M 1.03% +8,107 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: 13,462 shares; 2024Q4: 13,564 shares; 2025Q1: 14,516 shares; 2025Q2: 12,530 shares; 2025Q3: 12,882 shares; 2025Q4: 13,340 shares; 2026Q1: 12,516 shares; 2026Q2: 12,013 shares 12,013 $8.25M 1.01% -503 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: 7,864 shares; 2024Q4: 11,819 shares; 2025Q1: 15,146 shares; 2025Q2: 13,250 shares; 2025Q3: 15,265 shares; 2025Q4: 15,547 shares; 2026Q1: 21,291 shares; 2026Q2: 21,384 shares 21,384 $7.98M 0.97% +93 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 11,886 shares; 2025Q1: 15,858 shares; 2025Q2: 13,046 shares; 2025Q3: 15,019 shares; 2025Q4: 15,345 shares; 2026Q1: 19,527 shares; 2026Q2: 18,610 shares 18,610 $7.03M 0.86% -917 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,844 shares; 2026Q2: 117,368 shares 117,368 $6.6M 0.81% +1,524 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,993 shares; 2026Q2: 64,968 shares 64,968 $6.41M 0.78% +11,975 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: 5,654 shares; 2024Q4: 16,951 shares; 2025Q1: 15,178 shares; 2025Q2: 15,867 shares; 2025Q3: 15,891 shares; 2025Q4: 16,304 shares; 2026Q1: 18,155 shares; 2026Q2: 18,066 shares 18,066 $6.38M 0.78% -89 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: 3,849 shares; 2024Q4: 4,270 shares; 2025Q1: 4,877 shares; 2025Q2: 4,763 shares; 2025Q3: 4,952 shares; 2025Q4: 5,310 shares; 2026Q1: 7,860 shares; 2026Q2: 8,100 shares 8,100 $5.97M 0.73% +240 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 3,075 shares; 2025Q1: 7,225 shares; 2025Q2: 5,035 shares; 2025Q3: 7,468 shares; 2025Q4: 8,880 shares; 2026Q1: 14,585 shares; 2026Q2: 25,933 shares 25,933 $5.89M 0.72% +11,348 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,289 shares; 2026Q2: 138,405 shares 138,405 $5.29M 0.65% +6,116 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: 6,350 shares; 2024Q4: 12,729 shares; 2025Q1: 11,356 shares; 2025Q2: 11,103 shares; 2025Q3: 11,202 shares; 2025Q4: 11,094 shares; 2026Q1: 14,728 shares; 2026Q2: 14,270 shares 14,270 $5.1M 0.62% -458 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,381 shares; 2024Q4: 20,671 shares; 2025Q1: 38,215 shares; 2025Q2: 35,117 shares; 2025Q3: 36,772 shares; 2025Q4: 34,484 shares; 2026Q1: 32,952 shares; 2026Q2: 33,440 shares 33,440 $4.96M 0.61% +488 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: 1,632 shares; 2025Q4: 3,426 shares; 2026Q1: 4,098 shares; 2026Q2: 4,194 shares 4,194 $4.84M 0.59% +96 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: 7,555 shares; 2024Q4: 14,928 shares; 2025Q1: 18,277 shares; 2025Q2: 15,602 shares; 2025Q3: 17,132 shares; 2025Q4: 15,675 shares; 2026Q1: 15,695 shares; 2026Q2: 61,835 shares 61,835 $4.77M 0.58% +46,140 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,235 shares; 2024Q4: 43,720 shares; 2025Q1: 47,059 shares; 2025Q2: 46,965 shares; 2025Q3: 61,610 shares; 2025Q4: 96,724 shares; 2026Q1: 93,264 shares; 2026Q2: 94,445 shares 94,445 $4.73M 0.58% +1,181 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,846 shares; 2025Q2: not reported; 2025Q3: 381,462 shares; 2025Q4: 341,495 shares; 2026Q1: 368,573 shares; 2026Q2: 367,589 shares 367,589 $4.71M 0.58% -984 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,933 shares; 2025Q1: 2,331 shares; 2025Q2: 1,665 shares; 2025Q3: 2,274 shares; 2025Q4: 4,859 shares; 2026Q1: 4,724 shares; 2026Q2: 4,745 shares 4,745 $4.44M 0.54% +21 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,703 shares; 2024Q4: 43,155 shares; 2025Q1: 43,374 shares; 2025Q2: 43,455 shares; 2025Q3: 52,834 shares; 2025Q4: 54,438 shares; 2026Q1: 58,802 shares; 2026Q2: 58,747 shares 58,747 $4.43M 0.54% -55 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,887 shares; 2025Q4: 3,531 shares; 2026Q1: 4,405 shares; 2026Q2: 40,014 shares 40,014 $3.86M 0.47% +35,609 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,433 shares; 2024Q4: 90,012 shares; 2025Q1: 89,929 shares; 2025Q2: 95,713 shares; 2025Q3: 94,534 shares; 2025Q4: 94,706 shares; 2026Q1: 91,810 shares; 2026Q2: 90,093 shares 90,093 $3.72M 0.45% -1,717 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,640 shares; 2026Q2: 12,706 shares 12,706 $3.69M 0.45% +66 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,075 shares; 2024Q4: 14,435 shares; 2025Q1: 14,745 shares; 2025Q2: 14,722 shares; 2025Q3: 14,625 shares; 2025Q4: 14,992 shares; 2026Q1: 9,774 shares; 2026Q2: 58,696 shares 58,696 $3.54M 0.43% +48,922 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,434 shares; 2024Q4: 8,607 shares; 2025Q1: 11,873 shares; 2025Q2: 11,823 shares; 2025Q3: 16,395 shares; 2025Q4: 18,693 shares; 2026Q1: 19,811 shares; 2026Q2: 20,860 shares 20,860 $3.43M 0.42% +1,049 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: 35,659 shares; 2024Q4: 45,520 shares; 2025Q1: 27,191 shares; 2025Q2: 27,095 shares; 2025Q3: 28,383 shares; 2025Q4: 29,614 shares; 2026Q1: 24,774 shares; 2026Q2: 24,816 shares 24,816 $3.39M 0.41% +42 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: 8,620 shares; 2024Q4: 10,580 shares; 2025Q1: 12,356 shares; 2025Q2: 12,175 shares; 2025Q3: 12,460 shares; 2025Q4: 13,494 shares; 2026Q1: 13,664 shares; 2026Q2: 13,279 shares 13,279 $3.37M 0.41% -385 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: 11,900 shares; 2024Q4: 12,457 shares; 2025Q1: 19,789 shares; 2025Q2: 19,921 shares; 2025Q3: 19,691 shares; 2025Q4: 15,055 shares; 2026Q1: 14,205 shares; 2026Q2: 13,673 shares 13,673 $3.24M 0.4% -532 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: 3,378 shares; 2024Q4: 4,153 shares; 2025Q1: 5,502 shares; 2025Q2: 4,224 shares; 2025Q3: 5,755 shares; 2025Q4: 4,868 shares; 2026Q1: 5,498 shares; 2026Q2: 5,567 shares 5,567 $3.23M 0.4% +69 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: 10,699 shares; 2024Q4: 10,694 shares; 2025Q1: 10,652 shares; 2025Q2: 12,493 shares; 2025Q3: 12,548 shares; 2025Q4: 12,628 shares; 2026Q1: 12,848 shares; 2026Q2: 12,780 shares 12,780 $3.15M 0.38% -68 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,349 shares; 2024Q4: 2,010 shares; 2025Q1: 50,029 shares; 2025Q2: 45,413 shares; 2025Q3: 60,689 shares; 2025Q4: 61,640 shares; 2026Q1: 62,417 shares; 2026Q2: 59,642 shares 59,642 $2.89M 0.35% -2,775 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,497 shares; 2025Q2: 81,673 shares; 2025Q3: 86,007 shares; 2025Q4: 105,563 shares; 2026Q1: 107,088 shares; 2026Q2: 107,561 shares 107,561 $2.87M 0.35% +473 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: 2,930 shares; 2024Q4: 4,790 shares; 2025Q1: 5,306 shares; 2025Q2: 5,065 shares; 2025Q3: 5,415 shares; 2025Q4: 5,593 shares; 2026Q1: 7,439 shares; 2026Q2: 6,777 shares 6,777 $2.85M 0.35% -662 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,958 shares; 2025Q3: 14,944 shares; 2025Q4: 28,771 shares; 2026Q1: 33,379 shares; 2026Q2: 41,572 shares 41,572 $2.83M 0.35% +8,193 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,782 shares; 2026Q2: 45,433 shares 45,433 $2.78M 0.34% +4,651 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,036 shares; 2025Q3: 2,310 shares; 2025Q4: 2,929 shares; 2026Q1: 3,027 shares; 2026Q2: 4,228 shares 4,228 $2.77M 0.34% +1,201 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: 4,734 shares; 2024Q4: 5,970 shares; 2025Q1: 6,753 shares; 2025Q2: 6,305 shares; 2025Q3: 6,450 shares; 2025Q4: 7,447 shares; 2026Q1: 8,481 shares; 2026Q2: 8,351 shares 8,351 $2.73M 0.33% -130 Timeline VGSH 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: 10,273 shares; 2024Q4: 10,392 shares; 2025Q1: 14,860 shares; 2025Q2: 14,570 shares; 2025Q3: 15,890 shares; 2025Q4: 16,399 shares; 2026Q1: 28,495 shares; 2026Q2: 46,700 shares 46,700 $2.72M 0.33% +18,205 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 13,775 shares; 2025Q3: 20,728 shares; 2025Q4: 21,495 shares; 2026Q1: 25,701 shares; 2026Q2: 59,500 shares 59,500 $2.6M 0.32% +33,799 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: 4,546 shares; 2024Q4: 5,382 shares; 2025Q1: 5,556 shares; 2025Q2: 5,703 shares; 2025Q3: 5,878 shares; 2025Q4: 6,471 shares; 2026Q1: 6,896 shares; 2026Q2: 10,193 shares 10,193 $2.53M 0.31% +3,297 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,919 shares; 2024Q4: 62,073 shares; 2025Q1: 62,218 shares; 2025Q2: 68,597 shares; 2025Q3: 67,460 shares; 2025Q4: 67,827 shares; 2026Q1: 65,301 shares; 2026Q2: 61,454 shares 61,454 $2.47M 0.3% -3,847 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: 2,072 shares; 2024Q4: 3,645 shares; 2025Q1: 4,009 shares; 2025Q2: 4,079 shares; 2025Q3: 4,133 shares; 2025Q4: 4,550 shares; 2026Q1: 4,810 shares; 2026Q2: 4,889 shares 4,889 $2.45M 0.3% +79 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: 17,753 shares; 2024Q4: 18,062 shares; 2025Q1: 18,204 shares; 2025Q2: 17,791 shares; 2025Q3: 16,738 shares; 2025Q4: 17,419 shares; 2026Q1: 18,663 shares; 2026Q2: 18,927 shares 18,927 $2.43M 0.3% +264 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,502 shares; 2025Q1: 59,302 shares; 2025Q2: 56,448 shares; 2025Q3: 56,212 shares; 2025Q4: 54,923 shares; 2026Q1: 54,997 shares; 2026Q2: 55,625 shares 55,625 $2.43M 0.3% +628 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: 3,429 shares; 2024Q4: 44,466 shares; 2025Q1: 43,486 shares; 2025Q2: 42,325 shares; 2025Q3: 41,459 shares; 2025Q4: 40,594 shares; 2026Q1: 40,007 shares; 2026Q2: 40,283 shares 40,283 $2.41M 0.29% +276 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: 766 shares; 2024Q4: 1,974 shares; 2025Q1: 2,245 shares; 2025Q2: 2,041 shares; 2025Q3: 2,067 shares; 2025Q4: 2,090 shares; 2026Q1: 2,303 shares; 2026Q2: 2,258 shares 2,258 $2.4M 0.29% -45 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: 5,789 shares; 2024Q4: 6,521 shares; 2025Q1: 6,719 shares; 2025Q2: 5,791 shares; 2025Q3: 5,735 shares; 2025Q4: 6,091 shares; 2026Q1: 6,725 shares; 2026Q2: 7,001 shares 7,001 $2.4M 0.29% +276 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,151 shares; 2026Q2: 46,611 shares 46,611 $2.33M 0.29% +460 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: 883 shares; 2024Q4: 769 shares; 2025Q1: 1,070 shares; 2025Q2: 1,073 shares; 2025Q3: 1,287 shares; 2025Q4: 1,447 shares; 2026Q1: 1,315 shares; 2026Q2: 1,885 shares 1,885 $2.26M 0.28% +570 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,116 shares; 2025Q2: 1,047 shares; 2025Q3: 2,160 shares; 2025Q4: 3,755 shares; 2026Q1: 4,287 shares; 2026Q2: 6,491 shares 6,491 $2.23M 0.27% +2,204 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,317 shares; 2024Q4: 3,270 shares; 2025Q1: 8,817 shares; 2025Q2: 2,661 shares; 2025Q3: 8,901 shares; 2025Q4: 8,913 shares; 2026Q1: 18,072 shares; 2026Q2: 18,461 shares 18,461 $2.2M 0.27% +389 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: 3,928 shares; 2024Q4: 4,349 shares; 2025Q1: 4,410 shares; 2025Q2: 5,613 shares; 2025Q3: 5,800 shares; 2025Q4: 5,782 shares; 2026Q1: 6,769 shares; 2026Q2: 7,134 shares 7,134 $2.14M 0.26% +365 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,102 shares; 2025Q2: 9,400 shares; 2025Q3: 10,302 shares; 2025Q4: 15,610 shares; 2026Q1: 22,349 shares; 2026Q2: 47,063 shares 47,063 $2.14M 0.26% +24,714 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: 2,980 shares; 2024Q4: 3,214 shares; 2025Q1: 4,110 shares; 2025Q2: 5,644 shares; 2025Q3: 6,205 shares; 2025Q4: 5,627 shares; 2026Q1: 6,413 shares; 2026Q2: 9,453 shares 9,453 $2.07M 0.25% +3,040 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: 5,756 shares; 2024Q4: 7,978 shares; 2025Q1: 7,927 shares; 2025Q2: 7,486 shares; 2025Q3: 7,717 shares; 2025Q4: 8,208 shares; 2026Q1: 8,162 shares; 2026Q2: 8,240 shares 8,240 $2.07M 0.25% +78 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,646 shares; 2026Q1: 26,480 shares; 2026Q2: 39,244 shares 39,244 $2.07M 0.25% +12,764 Timeline SPHY 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: 25,050 shares; 2024Q4: 25,050 shares; 2025Q1: 56,705 shares; 2025Q2: 59,030 shares; 2025Q3: 67,285 shares; 2025Q4: 83,806 shares; 2026Q1: 86,319 shares; 2026Q2: 86,113 shares 86,113 $2.02M 0.25% -206 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,701 shares; 2025Q2: 42,206 shares; 2025Q3: 41,522 shares; 2025Q4: 41,934 shares; 2026Q1: 41,793 shares; 2026Q2: 41,172 shares 41,172 $1.98M 0.24% -621 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 57,512 shares; 2026Q1: 67,020 shares; 2026Q2: 68,296 shares 68,296 $1.96M 0.24% +1,276 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,753 shares; 2025Q1: 4,227 shares; 2025Q2: 3,615 shares; 2025Q3: 3,747 shares; 2025Q4: 3,727 shares; 2026Q1: 3,683 shares; 2026Q2: 3,670 shares 3,670 $1.92M 0.23% -13 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,943 shares; 2025Q1: 4,028 shares; 2025Q2: 16,398 shares; 2025Q3: 18,099 shares; 2025Q4: 21,892 shares; 2026Q1: 22,371 shares; 2026Q2: 22,704 shares 22,704 $1.87M 0.23% +333 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,390 shares; 2024Q4: 42,647 shares; 2025Q1: 40,910 shares; 2025Q2: 40,944 shares; 2025Q3: 39,869 shares; 2025Q4: 72,220 shares; 2026Q1: 74,102 shares; 2026Q2: 89,839 shares 89,839 $1.86M 0.23% +15,737 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,430 shares; 2025Q1: 23,717 shares; 2025Q2: 24,158 shares; 2025Q3: 23,480 shares; 2025Q4: 24,114 shares; 2026Q1: 25,541 shares; 2026Q2: 25,152 shares 25,152 $1.86M 0.23% -389 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: 2,498 shares; 2024Q4: 2,892 shares; 2025Q1: 4,441 shares; 2025Q2: 4,468 shares; 2025Q3: 5,158 shares; 2025Q4: 6,014 shares; 2026Q1: 4,925 shares; 2026Q2: 4,937 shares 4,937 $1.82M 0.22% +12 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: 1,661 shares; 2024Q4: 2,209 shares; 2025Q1: 2,560 shares; 2025Q2: 6,694 shares; 2025Q3: 8,689 shares; 2025Q4: 6,404 shares; 2026Q1: 9,820 shares; 2026Q2: 4,364 shares 4,364 $1.81M 0.22% -5,456 Timeline SMLF 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: 17,964 shares; 2026Q1: 20,525 shares; 2026Q2: 20,319 shares 20,319 $1.81M 0.22% -206 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: 7,982 shares; 2024Q4: 8,452 shares; 2025Q1: 22,423 shares; 2025Q2: 22,434 shares; 2025Q3: 25,970 shares; 2025Q4: 29,617 shares; 2026Q1: 28,199 shares; 2026Q2: 28,724 shares 28,724 $1.81M 0.22% +525 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 13,853 shares; 2025Q1: 13,021 shares; 2025Q2: 11,827 shares; 2025Q3: 12,395 shares; 2025Q4: 19,621 shares; 2026Q1: 45,206 shares; 2026Q2: 34,952 shares 34,952 $1.78M 0.22% -10,254 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,811 shares; 2025Q3: 32,044 shares; 2025Q4: 36,746 shares; 2026Q1: 37,452 shares; 2026Q2: 36,145 shares 36,145 $1.78M 0.22% -1,307 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 7,042 shares; 2025Q1: 7,872 shares; 2025Q2: 6,808 shares; 2025Q3: 11,862 shares; 2025Q4: 11,760 shares; 2026Q1: 11,983 shares; 2026Q2: 11,956 shares 11,956 $1.75M 0.21% -27 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 36,501 shares; 2026Q1: 41,573 shares; 2026Q2: 41,461 shares 41,461 $1.74M 0.21% -112 Timeline IWB 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: 864 shares; 2025Q2: 603 shares; 2025Q3: 856 shares; 2025Q4: 1,173 shares; 2026Q1: 2,892 shares; 2026Q2: 4,224 shares 4,224 $1.73M 0.21% +1,332 Timeline INEQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,444 shares; 2026Q2: 44,288 shares 44,288 $1.71M 0.21% +33,844 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 27,783 shares; 2026Q1: 75,783 shares; 2026Q2: 125,783 shares 125,783 $1.67M 0.2% +50,000 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,642 shares; 2025Q1: 17,580 shares; 2025Q2: 16,896 shares; 2025Q3: 16,948 shares; 2025Q4: 16,875 shares; 2026Q1: 16,834 shares; 2026Q2: 16,814 shares 16,814 $1.63M 0.2% -20 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,280 shares; 2025Q3: 43,842 shares; 2025Q4: 47,856 shares; 2026Q1: 41,035 shares; 2026Q2: 44,304 shares 44,304 $1.63M 0.2% +3,269 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: 8,511 shares; 2024Q4: 9,780 shares; 2025Q1: 13,930 shares; 2025Q2: 13,020 shares; 2025Q3: 13,225 shares; 2025Q4: 13,822 shares; 2026Q1: 14,301 shares; 2026Q2: 14,096 shares 14,096 $1.6M 0.2% -205 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: 21,999 shares; 2024Q4: 22,024 shares; 2025Q1: 22,024 shares; 2025Q2: 22,353 shares; 2025Q3: 22,353 shares; 2025Q4: 22,738 shares; 2026Q1: 33,277 shares; 2026Q2: 33,225 shares 33,225 $1.58M 0.19% -52 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: 14,537 shares; 2024Q4: 15,132 shares; 2025Q1: 15,532 shares; 2025Q2: 14,959 shares; 2025Q3: 15,003 shares; 2025Q4: 14,517 shares; 2026Q1: 14,982 shares; 2026Q2: 15,040 shares 15,040 $1.56M 0.19% +58 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 13,917 shares; 2025Q1: 14,051 shares; 2025Q2: 14,159 shares; 2025Q3: 14,195 shares; 2025Q4: 17,763 shares; 2026Q1: 21,593 shares; 2026Q2: 21,476 shares 21,476 $1.55M 0.19% -117 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 197,153 shares; 2026Q1: 198,150 shares; 2026Q2: 118,756 shares 118,756 $1.55M 0.19% -79,394 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,440 shares; 2025Q1: 17,143 shares; 2025Q2: 16,220 shares; 2025Q3: 15,851 shares; 2025Q4: 15,884 shares; 2026Q1: 15,718 shares; 2026Q2: 15,736 shares 15,736 $1.48M 0.18% +18 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,433 shares; 2024Q4: 39,985 shares; 2025Q1: 39,120 shares; 2025Q2: 39,171 shares; 2025Q3: 38,877 shares; 2025Q4: 38,164 shares; 2026Q1: 37,552 shares; 2026Q2: 37,564 shares 37,564 $1.47M 0.18% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,241 shares; 2026Q2: 9,244 shares 9,244 $1.46M 0.18% +3 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: 8,316 shares; 2024Q4: 10,452 shares; 2025Q1: 10,836 shares; 2025Q2: 9,632 shares; 2025Q3: 11,008 shares; 2025Q4: 10,715 shares; 2026Q1: 10,620 shares; 2026Q2: 10,535 shares 10,535 $1.45M 0.18% -85 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,568 shares; 2025Q1: 10,472 shares; 2025Q2: 11,161 shares; 2025Q3: 11,292 shares; 2025Q4: 11,079 shares; 2026Q1: 10,973 shares; 2026Q2: 12,506 shares 12,506 $1.44M 0.18% +1,533 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: 355 shares; 2024Q4: 1,699 shares; 2025Q1: 2,346 shares; 2025Q2: 2,367 shares; 2025Q3: 2,433 shares; 2025Q4: 2,450 shares; 2026Q1: 2,475 shares; 2026Q2: 2,511 shares 2,511 $1.41M 0.17% +36 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,233 shares; 2025Q2: 5,658 shares; 2025Q3: 9,245 shares; 2025Q4: 9,533 shares; 2026Q1: 8,619 shares; 2026Q2: 30,878 shares 30,878 $1.41M 0.17% +22,259 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,103 shares; 2024Q4: 25,321 shares; 2025Q1: 26,862 shares; 2025Q2: 24,138 shares; 2025Q3: 23,126 shares; 2025Q4: 21,885 shares; 2026Q1: 21,245 shares; 2026Q2: 20,304 shares 20,304 $1.39M 0.17% -941 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,889 shares; 2025Q1: 2,043 shares; 2025Q2: 1,868 shares; 2025Q3: 1,982 shares; 2025Q4: 1,983 shares; 2026Q1: 1,962 shares; 2026Q2: 1,918 shares 1,918 $1.35M 0.16% -44 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,723 shares; 2025Q1: 39,313 shares; 2025Q2: 38,860 shares; 2025Q3: 37,695 shares; 2025Q4: 37,413 shares; 2026Q1: 37,219 shares; 2026Q2: 36,598 shares 36,598 $1.34M 0.16% -621 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,267 shares; 2025Q4: 38,628 shares; 2026Q1: 38,249 shares; 2026Q2: 39,488 shares 39,488 $1.31M 0.16% +1,239 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,893 shares; 2024Q4: 10,729 shares; 2025Q1: 16,774 shares; 2025Q2: 19,166 shares; 2025Q3: 18,956 shares; 2025Q4: 17,493 shares; 2026Q1: 17,860 shares; 2026Q2: 25,965 shares 25,965 $1.31M 0.16% +8,105 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: 9,555 shares; 2024Q4: 9,623 shares; 2025Q1: 9,908 shares; 2025Q2: 15,594 shares; 2025Q3: 13,553 shares; 2025Q4: 13,609 shares; 2026Q1: 21,416 shares; 2026Q2: 21,554 shares 21,554 $1.29M 0.16% +138 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,206 shares; 2025Q1: 3,684 shares; 2025Q2: 3,689 shares; 2025Q3: 3,629 shares; 2025Q4: 3,767 shares; 2026Q1: 7,146 shares; 2026Q2: 7,755 shares 7,755 $1.28M 0.16% +609 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,136 shares; 2024Q4: 45,536 shares; 2025Q1: 54,923 shares; 2025Q2: 54,923 shares; 2025Q3: 55,530 shares; 2025Q4: 78,620 shares; 2026Q1: 78,549 shares; 2026Q2: 84,550 shares 84,550 $1.27M 0.16% +6,001 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,614 shares; 2024Q4: 19,891 shares; 2025Q1: 19,975 shares; 2025Q2: 22,650 shares; 2025Q3: 25,200 shares; 2025Q4: 25,851 shares; 2026Q1: 27,693 shares; 2026Q2: 30,095 shares 30,095 $1.27M 0.16% +2,402 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,793 shares; 2024Q4: 32,885 shares; 2025Q1: 24,251 shares; 2025Q2: 15,779 shares; 2025Q3: 16,603 shares; 2025Q4: 14,298 shares; 2026Q1: 12,691 shares; 2026Q2: 13,522 shares 13,522 $1.26M 0.15% +831 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: 37,490 shares; 2024Q4: 40,650 shares; 2025Q1: 48,192 shares; 2025Q2: 47,401 shares; 2025Q3: 65,057 shares; 2025Q4: 65,513 shares; 2026Q1: 65,737 shares; 2026Q2: 65,762 shares 65,762 $1.26M 0.15% +25 Timeline HPQ HP INC More: the full row for HP 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: 54,953 shares 54,953 $1.21M 0.15% 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: 15,143 shares; 2024Q4: 15,232 shares; 2025Q1: 15,390 shares; 2025Q2: 15,301 shares; 2025Q3: 15,675 shares; 2025Q4: 16,787 shares; 2026Q1: 16,247 shares; 2026Q2: 25,769 shares 25,769 $1.2M 0.15% +9,522 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: 1,623 shares; 2024Q4: 2,121 shares; 2025Q1: 2,714 shares; 2025Q2: 2,051 shares; 2025Q3: 2,524 shares; 2025Q4: 2,466 shares; 2026Q1: 3,346 shares; 2026Q2: 3,382 shares 3,382 $1.19M 0.15% +36 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,354 shares; 2024Q4: 40,360 shares; 2025Q1: 34,922 shares; 2025Q2: 34,063 shares; 2025Q3: 33,651 shares; 2025Q4: 33,932 shares; 2026Q1: 32,446 shares; 2026Q2: 32,045 shares 32,045 $1.18M 0.14% -401 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: not reported; 2024Q4: 1,445 shares; 2025Q1: 1,707 shares; 2025Q2: 1,639 shares; 2025Q3: 1,653 shares; 2025Q4: 1,763 shares; 2026Q1: 1,832 shares; 2026Q2: 1,842 shares 1,842 $1.17M 0.14% +10 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,280 shares; 2024Q4: 9,568 shares; 2025Q1: 9,761 shares; 2025Q2: 10,367 shares; 2025Q3: 10,280 shares; 2025Q4: 10,608 shares; 2026Q1: 10,610 shares; 2026Q2: 10,713 shares 10,713 $1.15M 0.14% +103 Timeline DGRO 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: 6,160 shares; 2025Q1: 13,335 shares; 2025Q2: 12,962 shares; 2025Q3: 13,013 shares; 2025Q4: 12,605 shares; 2026Q1: 14,382 shares; 2026Q2: 15,071 shares 15,071 $1.14M 0.14% +689 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,228 shares; 2024Q4: 28,443 shares; 2025Q1: 28,934 shares; 2025Q2: 28,126 shares; 2025Q3: 29,034 shares; 2025Q4: 33,110 shares; 2026Q1: 41,960 shares; 2026Q2: 47,710 shares 47,710 $1.13M 0.14% +5,750 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,599 shares 35,599 $1.13M 0.14% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 18,712 shares; 2025Q1: 16,746 shares; 2025Q2: 16,387 shares; 2025Q3: 17,317 shares; 2025Q4: 31,601 shares; 2026Q1: 34,496 shares; 2026Q2: 13,815 shares 13,815 $1.12M 0.14% -20,681 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: 3,837 shares; 2024Q4: 7,514 shares; 2025Q1: 7,309 shares; 2025Q2: 7,189 shares; 2025Q3: 6,857 shares; 2025Q4: 5,981 shares; 2026Q1: 5,480 shares; 2026Q2: 5,165 shares 5,165 $1.12M 0.14% -315 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,418 shares; 2026Q1: 19,519 shares; 2026Q2: 19,376 shares 19,376 $1.12M 0.14% -143 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: 1,174 shares; 2024Q4: 1,993 shares; 2025Q1: 2,117 shares; 2025Q2: 1,796 shares; 2025Q3: 1,849 shares; 2025Q4: 6,526 shares; 2026Q1: 6,574 shares; 2026Q2: 7,610 shares 7,610 $1.12M 0.14% +1,036 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,204 shares; 2026Q1: 29,686 shares; 2026Q2: 29,340 shares 29,340 $1.1M 0.13% -346 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN 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: 65,000 shares 65,000 $1.1M 0.13% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,329 shares; 2025Q1: 2,374 shares; 2025Q2: 2,626 shares; 2025Q3: 3,127 shares; 2025Q4: 1,564 shares; 2026Q1: 4,971 shares; 2026Q2: 5,743 shares 5,743 $1.09M 0.13% +772 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,671 shares; 2025Q3: 13,393 shares; 2025Q4: 14,210 shares; 2026Q1: 14,265 shares; 2026Q2: 14,302 shares 14,302 $1.09M 0.13% +37 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 2,840 shares; 2025Q4: 2,927 shares; 2026Q1: 2,928 shares; 2026Q2: 2,982 shares 2,982 $1.09M 0.13% +54 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,874 shares; 2025Q1: 2,137 shares; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,906 shares; 2026Q1: 4,401 shares; 2026Q2: 12,499 shares 12,499 $1.09M 0.13% +8,098 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,438 shares; 2024Q4: 15,159 shares; 2025Q1: 15,668 shares; 2025Q2: 17,159 shares; 2025Q3: 20,609 shares; 2025Q4: 18,818 shares; 2026Q1: 21,433 shares; 2026Q2: 21,606 shares 21,606 $1.09M 0.13% +173 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: 770 shares; 2024Q4: 870 shares; 2025Q1: 1,384 shares; 2025Q2: 999 shares; 2025Q3: 1,406 shares; 2025Q4: 1,798 shares; 2026Q1: 3,262 shares; 2026Q2: 13,233 shares 13,233 $1.07M 0.13% +9,971 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,525 shares; 2024Q4: 16,915 shares; 2025Q1: 17,955 shares; 2025Q2: 18,748 shares; 2025Q3: 18,790 shares; 2025Q4: 15,305 shares; 2026Q1: 23,795 shares; 2026Q2: 24,545 shares 24,545 $1.05M 0.13% +750 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: 7,346 shares; 2024Q4: 3,763 shares; 2025Q1: 3,911 shares; 2025Q2: 3,634 shares; 2025Q3: 3,563 shares; 2025Q4: 4,559 shares; 2026Q1: 5,684 shares; 2026Q2: 6,295 shares 6,295 $1.04M 0.13% +611 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,490 shares; 2025Q1: 6,466 shares; 2025Q2: 5,658 shares; 2025Q3: 5,553 shares; 2025Q4: 5,464 shares; 2026Q1: 5,415 shares; 2026Q2: 5,335 shares 5,335 $1.03M 0.13% -80 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 10,773 shares; 2025Q1: 10,954 shares; 2025Q2: 13,619 shares; 2025Q3: 13,475 shares; 2025Q4: 14,723 shares; 2026Q1: 14,807 shares; 2026Q2: 20,287 shares 20,287 $1.02M 0.13% +5,480 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares; 2026Q2: 3,378 shares 3,378 $1.01M 0.12% +863 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,346 shares 14,346 $1.01M 0.12% new Timeline IAGG 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: 19,506 shares 19,506 $987K 0.12% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 2,369 shares; 2025Q1: 2,354 shares; 2025Q2: 2,286 shares; 2025Q3: 2,351 shares; 2025Q4: 3,136 shares; 2026Q1: 3,703 shares; 2026Q2: 3,570 shares 3,570 $965K 0.12% -133 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: 542 shares; 2024Q4: 755 shares; 2025Q1: 900 shares; 2025Q2: 829 shares; 2025Q3: 834 shares; 2025Q4: 1,030 shares; 2026Q1: 1,031 shares; 2026Q2: 953 shares 953 $964K 0.12% -78 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,048 shares 19,048 $959K 0.12% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,247 shares; 2025Q1: 7,229 shares; 2025Q2: 7,376 shares; 2025Q3: 7,857 shares; 2025Q4: 7,703 shares; 2026Q1: 7,629 shares; 2026Q2: 10,031 shares 10,031 $950K 0.12% +2,402 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: 2,996 shares; 2025Q1: 3,228 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares; 2025Q4: 4,135 shares; 2026Q1: 4,354 shares; 2026Q2: 5,563 shares 5,563 $945K 0.12% +1,209 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: 3,160 shares; 2024Q4: not reported; 2025Q1: 3,333 shares; 2025Q2: 3,309 shares; 2025Q3: 3,396 shares; 2025Q4: 3,643 shares; 2026Q1: 3,384 shares; 2026Q2: 3,348 shares 3,348 $942K 0.12% -36 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,683 shares; 2025Q1: 24,699 shares; 2025Q2: 24,997 shares; 2025Q3: 23,702 shares; 2025Q4: 23,969 shares; 2026Q1: 23,634 shares; 2026Q2: 23,625 shares 23,625 $928K 0.11% -9 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: 13,343 shares; 2024Q4: 14,527 shares; 2025Q1: 14,742 shares; 2025Q2: 8,120 shares; 2025Q3: 8,064 shares; 2025Q4: 17,648 shares; 2026Q1: 17,709 shares; 2026Q2: 17,407 shares 17,407 $924K 0.11% -302 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: 13,157 shares; 2024Q4: 39,471 shares; 2025Q1: 33,687 shares; 2025Q2: 33,687 shares; 2025Q3: 33,687 shares; 2025Q4: 31,787 shares; 2026Q1: 31,787 shares; 2026Q2: 31,788 shares 31,788 $921K 0.11% +1 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,320 shares; 2025Q1: 7,445 shares; 2025Q2: 7,580 shares; 2025Q3: 7,498 shares; 2025Q4: 7,733 shares; 2026Q1: 7,783 shares; 2026Q2: 7,869 shares 7,869 $913K 0.11% +86 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: 2,600 shares; 2024Q4: 3,143 shares; 2025Q1: 2,918 shares; 2025Q2: 2,168 shares; 2025Q3: 2,295 shares; 2025Q4: 2,399 shares; 2026Q1: 2,170 shares; 2026Q2: 3,826 shares 3,826 $910K 0.11% +1,656 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: not reported; 2025Q1: 5,064 shares; 2025Q2: 5,169 shares; 2025Q3: 5,550 shares; 2025Q4: 5,099 shares; 2026Q1: 9,150 shares; 2026Q2: 7,780 shares 7,780 $908K 0.11% -1,370 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: 6,869 shares; 2024Q4: 6,875 shares; 2025Q1: 6,714 shares; 2025Q2: 6,500 shares; 2025Q3: 6,398 shares; 2025Q4: 5,995 shares; 2026Q1: 5,938 shares; 2026Q2: 5,953 shares 5,953 $906K 0.11% +15 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,581 shares; 2025Q1: 3,435 shares; 2025Q2: 3,956 shares; 2025Q3: 3,762 shares; 2025Q4: 4,322 shares; 2026Q1: 4,338 shares; 2026Q2: 2,651 shares 2,651 $888K 0.11% -1,687 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,521 shares; 2025Q4: 6,529 shares; 2026Q1: 6,327 shares; 2026Q2: 6,320 shares 6,320 $882K 0.11% -7 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,338 shares; 2025Q1: 1,363 shares; 2025Q2: 1,390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,484 shares 4,484 $854K 0.1% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,387 shares; 2025Q2: 30,420 shares; 2025Q3: 28,896 shares; 2025Q4: 28,921 shares; 2026Q1: 30,139 shares; 2026Q2: 52,609 shares 52,609 $835K 0.1% +22,470 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: 5,172 shares; 2024Q4: 10,546 shares; 2025Q1: 9,608 shares; 2025Q2: 8,371 shares; 2025Q3: 8,281 shares; 2025Q4: 8,089 shares; 2026Q1: 7,983 shares; 2026Q2: 8,113 shares 8,113 $829K 0.1% +130 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: 12,604 shares; 2024Q4: 15,016 shares; 2025Q1: 15,424 shares; 2025Q2: 15,506 shares; 2025Q3: 15,188 shares; 2025Q4: 15,348 shares; 2026Q1: 15,462 shares; 2026Q2: 15,911 shares 15,911 $825K 0.1% +449 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,414 shares; 2025Q1: 1,524 shares; 2025Q2: 1,438 shares; 2025Q3: 1,440 shares; 2025Q4: 1,291 shares; 2026Q1: 1,571 shares; 2026Q2: 1,602 shares 1,602 $823K 0.1% +31 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares; 2026Q2: 15,435 shares 15,435 $808K 0.1% +11,352 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,797 shares; 2024Q4: 9,038 shares; 2025Q1: 8,905 shares; 2025Q2: 9,122 shares; 2025Q3: 8,283 shares; 2025Q4: 7,880 shares; 2026Q1: 7,708 shares; 2026Q2: 7,771 shares 7,771 $794K 0.1% +63 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 3,412 shares; 2025Q2: 3,060 shares; 2025Q3: 3,075 shares; 2025Q4: 3,040 shares; 2026Q1: 3,019 shares; 2026Q2: 2,969 shares 2,969 $786K 0.1% -50 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: 1,290 shares; 2025Q3: 1,139 shares; 2025Q4: 1,268 shares; 2026Q1: 1,277 shares; 2026Q2: 1,080 shares 1,080 $781K 0.1% -197 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,121 shares; 2026Q2: 2,118 shares 2,118 $775K 0.09% -3 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: 2,605 shares; 2024Q4: 2,563 shares; 2025Q1: 2,992 shares; 2025Q2: 2,571 shares; 2025Q3: 1,296 shares; 2025Q4: 902 shares; 2026Q1: 991 shares; 2026Q2: 1,008 shares 1,008 $769K 0.09% +17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 425 shares; 2025Q3: 398 shares; 2025Q4: 408 shares; 2026Q1: 414 shares; 2026Q2: 377 shares 377 $750K 0.09% -37 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: 8,257 shares; 2024Q4: 12,441 shares; 2025Q1: 9,924 shares; 2025Q2: 11,662 shares; 2025Q3: 12,858 shares; 2025Q4: 17,826 shares; 2026Q1: 18,263 shares; 2026Q2: 17,430 shares 17,430 $738K 0.09% -833 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,761 shares; 2024Q4: 10,419 shares; 2025Q1: 11,752 shares; 2025Q2: 11,191 shares; 2025Q3: 9,752 shares; 2025Q4: 11,525 shares; 2026Q1: 11,678 shares; 2026Q2: 14,354 shares 14,354 $732K 0.09% +2,676 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: not reported; 2025Q3: 26,139 shares; 2025Q4: 25,543 shares; 2026Q1: 23,209 shares; 2026Q2: 21,292 shares 21,292 $721K 0.09% -1,917 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,957 shares; 2025Q2: 19,323 shares; 2025Q3: 22,848 shares; 2025Q4: 18,259 shares; 2026Q1: 19,620 shares; 2026Q2: 21,105 shares 21,105 $720K 0.09% +1,485 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: 949 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,078 shares; 2025Q3: 1,071 shares; 2025Q4: 10,740 shares; 2026Q1: 10,081 shares; 2026Q2: 10,088 shares 10,088 $720K 0.09% +7 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: not reported; 2024Q4: 1,450 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,127 shares; 2026Q1: 5,179 shares; 2026Q2: 2,978 shares 2,978 $712K 0.09% -2,201 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 3,116 shares; 2025Q1: 3,028 shares; 2025Q2: 2,886 shares; 2025Q3: 2,821 shares; 2025Q4: 3,238 shares; 2026Q1: 3,948 shares; 2026Q2: 3,920 shares 3,920 $709K 0.09% -28 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 2,593 shares; 2026Q1: 2,661 shares; 2026Q2: 2,053 shares 2,053 $700K 0.09% -608 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: 9,743 shares; 2024Q4: 15,957 shares; 2025Q1: 16,954 shares; 2025Q2: 14,096 shares; 2025Q3: 13,906 shares; 2025Q4: 11,373 shares; 2026Q1: 11,285 shares; 2026Q2: 11,068 shares 11,068 $688K 0.08% -217 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: 2,880 shares; 2024Q4: 2,951 shares; 2025Q1: 2,893 shares; 2025Q2: 2,932 shares; 2025Q3: 5,041 shares; 2025Q4: 5,229 shares; 2026Q1: 4,214 shares; 2026Q2: 4,224 shares 4,224 $684K 0.08% +10 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,851 shares; 2025Q1: 12,733 shares; 2025Q2: 13,288 shares; 2025Q3: 13,659 shares; 2025Q4: 13,696 shares; 2026Q1: 13,624 shares; 2026Q2: 13,576 shares 13,576 $680K 0.08% -48 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,970 shares; 2025Q1: 13,962 shares; 2025Q2: 14,186 shares; 2025Q3: 14,335 shares; 2025Q4: 14,305 shares; 2026Q1: 14,193 shares; 2026Q2: 13,588 shares 13,588 $676K 0.08% -605 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,830 shares; 2024Q4: 10,868 shares; 2025Q1: 10,916 shares; 2025Q2: 10,999 shares; 2025Q3: 10,944 shares; 2025Q4: 11,681 shares; 2026Q1: 11,614 shares; 2026Q2: 11,501 shares 11,501 $666K 0.08% -113 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,543 shares; 2024Q4: 16,810 shares; 2025Q1: 17,823 shares; 2025Q2: 17,823 shares; 2025Q3: 17,692 shares; 2025Q4: 17,347 shares; 2026Q1: 17,388 shares; 2026Q2: 17,388 shares 17,388 $660K 0.08% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 5,477 shares; 2025Q1: 5,477 shares; 2025Q2: 5,477 shares; 2025Q3: 5,555 shares; 2025Q4: 7,362 shares; 2026Q1: 7,725 shares; 2026Q2: 6,925 shares 6,925 $657K 0.08% -800 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 75,821 shares; 2026Q2: 74,838 shares 74,838 $655K 0.08% -983 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF 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: 65,000 shares 65,000 $651K 0.08% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,964 shares; 2024Q4: 3,161 shares; 2025Q1: 3,163 shares; 2025Q2: 3,123 shares; 2025Q3: 3,004 shares; 2025Q4: 2,961 shares; 2026Q1: 2,713 shares; 2026Q2: 2,543 shares 2,543 $650K 0.08% -170 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,414 shares; 2025Q1: 7,483 shares; 2025Q2: 6,537 shares; 2025Q3: 8,066 shares; 2025Q4: 12,569 shares; 2026Q1: 12,642 shares; 2026Q2: 12,739 shares 12,739 $645K 0.08% +97 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: 2,007 shares; 2024Q4: 1,969 shares; 2025Q1: 1,991 shares; 2025Q2: 1,725 shares; 2025Q3: 1,843 shares; 2025Q4: 1,867 shares; 2026Q1: 1,891 shares; 2026Q2: 1,887 shares 1,887 $638K 0.08% -4 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: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $633K 0.08% 0 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: 5,356 shares; 2024Q4: 6,741 shares; 2025Q1: 9,084 shares; 2025Q2: 8,343 shares; 2025Q3: 7,536 shares; 2025Q4: 7,767 shares; 2026Q1: 7,741 shares; 2026Q2: 7,763 shares 7,763 $631K 0.08% +22 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,734 shares; 2025Q2: 11,039 shares; 2025Q3: 11,032 shares; 2025Q4: 13,008 shares; 2026Q1: 12,839 shares; 2026Q2: 12,314 shares 12,314 $627K 0.08% -525 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: 2,479 shares; 2025Q1: 3,102 shares; 2025Q2: 3,382 shares; 2025Q3: 3,236 shares; 2025Q4: 3,444 shares; 2026Q1: 3,563 shares; 2026Q2: 3,919 shares 3,919 $622K 0.08% +356 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,331 shares; 2025Q3: 6,930 shares; 2025Q4: 8,650 shares; 2026Q1: 8,649 shares; 2026Q2: 8,503 shares 8,503 $615K 0.08% -146 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: 2,545 shares; 2024Q4: 2,759 shares; 2025Q1: 2,828 shares; 2025Q2: 2,846 shares; 2025Q3: 2,895 shares; 2025Q4: 2,982 shares; 2026Q1: 3,161 shares; 2026Q2: 3,204 shares 3,204 $608K 0.07% +43 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares; 2026Q2: 3,457 shares 3,457 $608K 0.07% -29 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,682 shares; 2025Q1: 6,882 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 7,286 shares; 2026Q1: 7,260 shares; 2026Q2: 7,261 shares 7,261 $605K 0.07% +1 Timeline SGOV 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: 2,491 shares; 2025Q4: 3,924 shares; 2026Q1: 4,595 shares; 2026Q2: 5,986 shares 5,986 $603K 0.07% +1,391 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: 525 shares; 2024Q4: 761 shares; 2025Q1: 777 shares; 2025Q2: 827 shares; 2025Q3: 828 shares; 2025Q4: 822 shares; 2026Q1: 756 shares; 2026Q2: 1,074 shares 1,074 $602K 0.07% +318 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: 1,809 shares; 2026Q2: 2,350 shares 2,350 $600K 0.07% +541 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,372 shares; 2024Q4: 5,466 shares; 2025Q1: 5,613 shares; 2025Q2: 5,533 shares; 2025Q3: 5,534 shares; 2025Q4: 6,476 shares; 2026Q1: 6,485 shares; 2026Q2: 6,493 shares 6,493 $595K 0.07% +8 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS 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: 35,628 shares 35,628 $592K 0.07% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 7,820 shares; 2026Q1: 9,801 shares; 2026Q2: 9,803 shares 9,803 $591K 0.07% +2 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,780 shares; 2026Q2: 3,110 shares 3,110 $590K 0.07% +330 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,164 shares; 2025Q1: 44,351 shares; 2025Q2: 44,457 shares; 2025Q3: 44,565 shares; 2025Q4: 35,891 shares; 2026Q1: 35,891 shares; 2026Q2: 35,256 shares 35,256 $589K 0.07% -635 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 1,800 shares; 2025Q4: 1,903 shares; 2026Q1: 1,890 shares; 2026Q2: 1,973 shares 1,973 $588K 0.07% +83 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,328 shares; 2024Q4: 35,283 shares; 2025Q1: 36,926 shares; 2025Q2: not reported; 2025Q3: 38,161 shares; 2025Q4: 39,972 shares; 2026Q1: 39,979 shares; 2026Q2: 40,382 shares 40,382 $587K 0.07% +403 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622 shares; 2026Q2: 1,922 shares 1,922 $582K 0.07% +300 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,670 shares; 2025Q1: 24,371 shares; 2025Q2: 26,813 shares; 2025Q3: 27,406 shares; 2025Q4: 27,658 shares; 2026Q1: 27,433 shares; 2026Q2: 27,909 shares 27,909 $578K 0.07% +476 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,708 shares; 2024Q4: 136,913 shares; 2025Q1: 144,915 shares; 2025Q2: 152,664 shares; 2025Q3: 5,272 shares; 2025Q4: 5,389 shares; 2026Q1: 5,222 shares; 2026Q2: 5,233 shares 5,233 $576K 0.07% +11 Timeline HFMF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,875 shares; 2026Q2: 26,836 shares 26,836 $575K 0.07% +11,961 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,186 shares; 2025Q4: 5,786 shares; 2026Q1: 5,908 shares; 2026Q2: 5,992 shares 5,992 $575K 0.07% +84 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,667 shares; 2025Q1: 1,713 shares; 2025Q2: 1,434 shares; 2025Q3: 921 shares; 2025Q4: 1,155 shares; 2026Q1: 1,160 shares; 2026Q2: 1,185 shares 1,185 $566K 0.07% +25 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,678 shares; 2025Q1: 9,683 shares; 2025Q2: 9,772 shares; 2025Q3: 10,069 shares; 2025Q4: 9,923 shares; 2026Q1: 9,826 shares; 2026Q2: 9,812 shares 9,812 $560K 0.07% -14 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,378 shares; 2025Q3: 14,106 shares; 2025Q4: 15,751 shares; 2026Q1: 15,892 shares; 2026Q2: 15,839 shares 15,839 $557K 0.07% -53 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: 4,982 shares; 2025Q1: 1,016 shares; 2025Q2: 1,064 shares; 2025Q3: 1,100 shares; 2025Q4: 1,094 shares; 2026Q1: 1,063 shares; 2026Q2: 1,089 shares 1,089 $555K 0.07% +26 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,658 shares; 2024Q4: 12,635 shares; 2025Q1: 10,930 shares; 2025Q2: 10,628 shares; 2025Q3: 10,628 shares; 2025Q4: 10,643 shares; 2026Q1: 10,445 shares; 2026Q2: 10,491 shares 10,491 $554K 0.07% +46 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 2,431 shares; 2025Q1: 2,643 shares; 2025Q2: 2,665 shares; 2025Q3: 2,633 shares; 2025Q4: 2,690 shares; 2026Q1: 2,216 shares; 2026Q2: 3,267 shares 3,267 $548K 0.07% +1,051 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 6,192 shares; 2025Q1: 6,606 shares; 2025Q2: 6,548 shares; 2025Q3: 6,388 shares; 2025Q4: 6,405 shares; 2026Q1: 6,292 shares; 2026Q2: 6,296 shares 6,296 $547K 0.07% +4 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 3,859 shares; 2025Q3: 3,784 shares; 2025Q4: 3,972 shares; 2026Q1: 3,967 shares; 2026Q2: 38,670 shares 38,670 $546K 0.07% +34,703 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,902 shares; 2024Q4: 6,701 shares; 2025Q1: 5,285 shares; 2025Q2: 6,374 shares; 2025Q3: 5,101 shares; 2025Q4: 5,103 shares; 2026Q1: 5,815 shares; 2026Q2: 6,704 shares 6,704 $542K 0.07% +889 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 1,404 shares; 2025Q2: 810 shares; 2025Q3: 1,871 shares; 2025Q4: 1,748 shares; 2026Q1: 1,741 shares; 2026Q2: 1,478 shares 1,478 $540K 0.07% -263 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 5,031 shares; 2025Q1: 4,836 shares; 2025Q2: 4,703 shares; 2025Q3: 5,112 shares; 2025Q4: 5,944 shares; 2026Q1: 5,596 shares; 2026Q2: 5,569 shares 5,569 $538K 0.07% -27 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,600 shares; 2025Q1: 23,263 shares; 2025Q2: 25,942 shares; 2025Q3: 25,744 shares; 2025Q4: 25,506 shares; 2026Q1: 25,335 shares; 2026Q2: 25,042 shares 25,042 $536K 0.07% -293 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,143 shares; 2025Q1: 2,297 shares; 2025Q2: 2,317 shares; 2025Q3: 2,316 shares; 2025Q4: 4,586 shares; 2026Q1: 5,198 shares; 2026Q2: 5,148 shares 5,148 $535K 0.07% -50 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: not reported; 2024Q4: 744 shares; 2025Q1: 2,411 shares; 2025Q2: 765 shares; 2025Q3: 2,475 shares; 2025Q4: 2,294 shares; 2026Q1: 2,109 shares; 2026Q2: 2,301 shares 2,301 $515K 0.06% +192 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,419 shares; 2026Q1: 10,083 shares; 2026Q2: 10,257 shares 10,257 $514K 0.06% +174 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 3,623 shares; 2026Q1: 3,629 shares; 2026Q2: 3,553 shares 3,553 $513K 0.06% -76 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: 5,976 shares; 2024Q4: 6,484 shares; 2025Q1: 7,077 shares; 2025Q2: 6,517 shares; 2025Q3: 6,988 shares; 2025Q4: 6,951 shares; 2026Q1: 6,968 shares; 2026Q2: 7,152 shares 7,152 $510K 0.06% +184 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 405 shares; 2026Q2: 4,259 shares 4,259 $509K 0.06% +3,854 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 2,426 shares; 2025Q1: 2,436 shares; 2025Q2: 3,486 shares; 2025Q3: 3,183 shares; 2025Q4: 3,285 shares; 2026Q1: 3,899 shares; 2026Q2: 4,639 shares 4,639 $508K 0.06% +740 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,330 shares; 2026Q1: 8,492 shares; 2026Q2: 8,245 shares 8,245 $507K 0.06% -247 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: not reported; 2024Q4: not reported; 2025Q1: 5,067 shares; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: not reported; 2026Q1: 4,399 shares; 2026Q2: 8,800 shares 8,800 $494K 0.06% +4,401 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,643 shares; 2025Q1: 25,612 shares; 2025Q2: 26,141 shares; 2025Q3: 26,171 shares; 2025Q4: 26,318 shares; 2026Q1: 26,138 shares; 2026Q2: 26,134 shares 26,134 $493K 0.06% -4 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 3,007 shares; 2025Q1: 3,289 shares; 2025Q2: 3,191 shares; 2025Q3: 3,237 shares; 2025Q4: 3,252 shares; 2026Q1: 3,611 shares; 2026Q2: 3,581 shares 3,581 $485K 0.06% -30 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,258 shares; 2025Q1: 14,257 shares; 2025Q2: 14,896 shares; 2025Q3: 15,205 shares; 2025Q4: 15,447 shares; 2026Q1: 15,298 shares; 2026Q2: 15,264 shares 15,264 $483K 0.06% -34 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,020 shares; 2024Q4: 10,873 shares; 2025Q1: 9,562 shares; 2025Q2: 8,869 shares; 2025Q3: 8,869 shares; 2025Q4: 8,869 shares; 2026Q1: 9,848 shares; 2026Q2: 9,849 shares 9,849 $481K 0.06% +1 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,319 shares; 2026Q2: 27,638 shares 27,638 $480K 0.06% +17,319 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,161 shares; 2026Q2: 5,513 shares 5,513 $471K 0.06% +352 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 10,257 shares; 2025Q1: 10,373 shares; 2025Q2: 10,095 shares; 2025Q3: 9,846 shares; 2025Q4: 9,654 shares; 2026Q1: 9,727 shares; 2026Q2: 9,660 shares 9,660 $470K 0.06% -67 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,065 shares; 2025Q3: 4,847 shares; 2025Q4: 4,963 shares; 2026Q1: 4,557 shares; 2026Q2: 4,538 shares 4,538 $469K 0.06% -19 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,462 shares; 2026Q1: 12,029 shares; 2026Q2: 12,888 shares 12,888 $469K 0.06% +859 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 5,465 shares; 2025Q2: 5,998 shares; 2025Q3: 5,898 shares; 2025Q4: 6,072 shares; 2026Q1: 6,124 shares; 2026Q2: 6,321 shares 6,321 $469K 0.06% +197 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: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,450 shares; 2025Q3: 1,363 shares; 2025Q4: 997 shares; 2026Q1: 1,021 shares; 2026Q2: 1,092 shares 1,092 $465K 0.06% +71 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,967 shares; 2025Q1: 7,941 shares; 2025Q2: 11,445 shares; 2025Q3: 12,710 shares; 2025Q4: 12,705 shares; 2026Q1: 12,705 shares; 2026Q2: 12,465 shares 12,465 $461K 0.06% -240 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,365 shares; 2025Q1: 11,350 shares; 2025Q2: 12,027 shares; 2025Q3: 12,680 shares; 2025Q4: 12,626 shares; 2026Q1: 12,546 shares; 2026Q2: 14,308 shares 14,308 $458K 0.06% +1,762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,884 shares; 2025Q4: 8,528 shares; 2026Q1: 9,224 shares; 2026Q2: 9,971 shares 9,971 $456K 0.06% +747 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,791 shares; 2024Q4: 18,299 shares; 2025Q1: 19,574 shares; 2025Q2: 20,028 shares; 2025Q3: 19,011 shares; 2025Q4: 19,422 shares; 2026Q1: 18,379 shares; 2026Q2: 14,615 shares 14,615 $454K 0.06% -3,764 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,317 shares; 2025Q4: 1,321 shares; 2026Q1: 1,288 shares; 2026Q2: 1,494 shares 1,494 $453K 0.06% +206 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,683 shares 1,683 $438K 0.05% +637 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares; 2026Q2: 4,735 shares 4,735 $429K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,346 shares; 2025Q4: 11,085 shares; 2026Q1: 11,825 shares; 2026Q2: 10,372 shares 10,372 $426K 0.05% -1,453 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: not reported; 2025Q4: 817 shares; 2026Q1: 858 shares; 2026Q2: 1,130 shares 1,130 $422K 0.05% +272 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,101 shares; 2026Q1: 3,895 shares; 2026Q2: 3,914 shares 3,914 $421K 0.05% +19 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: 5,384 shares; 2024Q4: 13,883 shares; 2025Q1: 14,231 shares; 2025Q2: 14,236 shares; 2025Q3: 14,167 shares; 2025Q4: 8,217 shares; 2026Q1: 8,239 shares; 2026Q2: 8,242 shares 8,242 $417K 0.05% +3 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 4,840 shares; 2025Q4: 4,745 shares; 2026Q1: 5,425 shares; 2026Q2: 5,375 shares 5,375 $416K 0.05% -50 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: 467 shares; 2024Q4: 627 shares; 2025Q1: 967 shares; 2025Q2: 730 shares; 2025Q3: 641 shares; 2025Q4: 651 shares; 2026Q1: 644 shares; 2026Q2: 829 shares 829 $416K 0.05% +185 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,075 shares 5,075 $414K 0.05% +75 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 2,672 shares; 2025Q1: 2,572 shares; 2025Q2: 2,006 shares; 2025Q3: 1,971 shares; 2025Q4: 1,903 shares; 2026Q1: 1,913 shares; 2026Q2: 1,864 shares 1,864 $411K 0.05% -49 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,241 shares; 2024Q4: 7,342 shares; 2025Q1: 7,357 shares; 2025Q2: 8,203 shares; 2025Q3: 8,610 shares; 2025Q4: 9,358 shares; 2026Q1: 9,400 shares; 2026Q2: 9,468 shares 9,468 $408K 0.05% +68 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 310 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 919 shares 919 $402K 0.05% +1 Timeline JUNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,337 shares; 2025Q4: 11,345 shares; 2026Q1: 11,345 shares; 2026Q2: 11,346 shares 11,346 $400K 0.05% +1 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: 5,142 shares; 2025Q4: 14,659 shares; 2026Q1: 7,321 shares; 2026Q2: 7,460 shares 7,460 $399K 0.05% +139 Timeline SLVP 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: 12,230 shares; 2026Q2: 12,787 shares 12,787 $394K 0.05% +557 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,833 shares; 2024Q4: 5,818 shares; 2025Q1: 6,228 shares; 2025Q2: 5,951 shares; 2025Q3: 6,193 shares; 2025Q4: 7,217 shares; 2026Q1: 8,858 shares; 2026Q2: 9,310 shares 9,310 $394K 0.05% +452 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 7,973 shares; 2025Q1: 8,088 shares; 2025Q2: 7,804 shares; 2025Q3: 5,461 shares; 2025Q4: 5,576 shares; 2026Q1: 5,574 shares; 2026Q2: 5,075 shares 5,075 $394K 0.05% -499 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,645 shares; 2024Q4: 12,734 shares; 2025Q1: 14,349 shares; 2025Q2: 10,034 shares; 2025Q3: 10,759 shares; 2025Q4: 11,046 shares; 2026Q1: 8,783 shares; 2026Q2: 7,755 shares 7,755 $392K 0.05% -1,028 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,794 shares; 2025Q3: 2,546 shares; 2025Q4: 3,184 shares; 2026Q1: 3,929 shares; 2026Q2: 4,087 shares 4,087 $391K 0.05% +158 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,919 shares; 2024Q4: 5,444 shares; 2025Q1: 5,440 shares; 2025Q2: 5,437 shares; 2025Q3: 5,036 shares; 2025Q4: 5,716 shares; 2026Q1: 7,100 shares; 2026Q2: 7,687 shares 7,687 $387K 0.05% +587 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 294 shares; 2025Q4: 470 shares; 2026Q1: not reported; 2026Q2: 750 shares 750 $386K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 888 shares 888 $385K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares; 2026Q2: 323 shares 323 $379K 0.05% +36 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,214 shares; 2025Q2: 28,449 shares; 2025Q3: 28,674 shares; 2025Q4: 34,748 shares; 2026Q1: 34,748 shares; 2026Q2: 34,748 shares 34,748 $379K 0.05% 0 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: not reported; 2025Q1: 6,000 shares; 2025Q2: 25,675 shares; 2025Q3: 25,140 shares; 2025Q4: 10,642 shares; 2026Q1: 6,470 shares; 2026Q2: 11,360 shares 11,360 $378K 0.05% +4,890 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,356 shares; 2025Q1: 1,377 shares; 2025Q2: 1,126 shares; 2025Q3: 1,034 shares; 2025Q4: 1,092 shares; 2026Q1: 1,107 shares; 2026Q2: 1,109 shares 1,109 $378K 0.05% +2 Timeline EAGG 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: 7,819 shares; 2026Q1: 7,813 shares; 2026Q2: 7,972 shares 7,972 $378K 0.05% +159 Timeline VCEB 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: 6,039 shares; 2026Q1: 6,031 shares; 2026Q2: 5,970 shares 5,970 $375K 0.05% -61 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: 2,217 shares; 2024Q4: 2,100 shares; 2025Q1: 2,117 shares; 2025Q2: 2,082 shares; 2025Q3: 2,040 shares; 2025Q4: 2,328 shares; 2026Q1: 2,076 shares; 2026Q2: 1,644 shares 1,644 $373K 0.05% -432 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,705 shares; 2025Q4: 19,292 shares; 2026Q1: 19,012 shares; 2026Q2: 17,497 shares 17,497 $370K 0.05% -1,515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,038 shares 1,038 $368K 0.04% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,767 shares; 2025Q2: 11,155 shares; 2025Q3: 10,091 shares; 2025Q4: 9,584 shares; 2026Q1: 11,436 shares; 2026Q2: 9,143 shares 9,143 $367K 0.04% -2,293 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,564 shares; 2025Q1: 1,654 shares; 2025Q2: 1,529 shares; 2025Q3: 1,540 shares; 2025Q4: 1,804 shares; 2026Q1: 1,807 shares; 2026Q2: 1,985 shares 1,985 $367K 0.04% +178 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,413 shares; 2025Q4: 1,419 shares; 2026Q1: 1,366 shares; 2026Q2: 1,343 shares 1,343 $361K 0.04% -23 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: 13,543 shares; 2024Q4: 14,319 shares; 2025Q1: 11,114 shares; 2025Q2: 9,955 shares; 2025Q3: 8,411 shares; 2025Q4: 9,093 shares; 2026Q1: 6,798 shares; 2026Q2: 7,111 shares 7,111 $360K 0.04% +313 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 2,211 shares 2,211 $357K 0.04% +411 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 5,932 shares; 2025Q1: 6,085 shares; 2025Q2: 5,988 shares; 2025Q3: 5,884 shares; 2025Q4: 6,627 shares; 2026Q1: 7,543 shares; 2026Q2: 7,485 shares 7,485 $357K 0.04% -58 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,412 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,441 shares 2,441 $357K 0.04% +1 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 3,122 shares; 2026Q1: 3,259 shares; 2026Q2: 3,515 shares 3,515 $356K 0.04% +256 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,496 shares; 2025Q1: 16,765 shares; 2025Q2: 16,014 shares; 2025Q3: 15,566 shares; 2025Q4: 15,543 shares; 2026Q1: 15,712 shares; 2026Q2: 13,995 shares 13,995 $351K 0.04% -1,717 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,269 shares; 2024Q4: 9,401 shares; 2025Q1: 10,056 shares; 2025Q2: 9,445 shares; 2025Q3: 9,465 shares; 2025Q4: 4,882 shares; 2026Q1: 4,903 shares; 2026Q2: 5,633 shares 5,633 $349K 0.04% +730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $348K 0.04% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,043 shares; 2025Q2: 17,748 shares; 2025Q3: 18,273 shares; 2025Q4: 18,219 shares; 2026Q1: 17,948 shares; 2026Q2: 17,948 shares 17,948 $347K 0.04% 0 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: not reported; 2024Q4: 3,798 shares; 2025Q1: 3,793 shares; 2025Q2: 2,968 shares; 2025Q3: 2,852 shares; 2025Q4: 2,838 shares; 2026Q1: 2,848 shares; 2026Q2: 2,823 shares 2,823 $345K 0.04% -25 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,329 shares; 2025Q2: 17,329 shares; 2025Q3: 17,329 shares; 2025Q4: 17,329 shares; 2026Q1: 18,549 shares; 2026Q2: 18,549 shares 18,549 $345K 0.04% 0 Timeline IHI 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: 6,068 shares; 2025Q2: not reported; 2025Q3: 6,044 shares; 2025Q4: 6,945 shares; 2026Q1: 6,946 shares; 2026Q2: 6,947 shares 6,947 $343K 0.04% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 222 shares; 2026Q2: 202 shares 202 $343K 0.04% -20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,615 shares; 2025Q3: 9,482 shares; 2025Q4: 10,519 shares; 2026Q1: 13,250 shares; 2026Q2: 14,076 shares 14,076 $339K 0.04% +826 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 786 shares 786 $339K 0.04% new Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,908 shares; 2025Q1: 10,908 shares; 2025Q2: 11,843 shares; 2025Q3: 11,843 shares; 2025Q4: 11,809 shares; 2026Q1: 11,671 shares; 2026Q2: 10,833 shares 10,833 $339K 0.04% -838 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 1,128 shares; 2026Q2: 1,129 shares 1,129 $338K 0.04% +1 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 16,002 shares 16,002 $337K 0.04% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $336K 0.04% new Timeline VNQ 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: 3,242 shares; 2024Q4: 3,553 shares; 2025Q1: 3,570 shares; 2025Q2: 3,836 shares; 2025Q3: 3,048 shares; 2025Q4: 3,131 shares; 2026Q1: 3,100 shares; 2026Q2: 3,471 shares 3,471 $335K 0.04% +371 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 990 shares; 2026Q2: 855 shares 855 $334K 0.04% -135 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: not reported; 2025Q4: not reported; 2026Q1: 424 shares; 2026Q2: 463 shares 463 $333K 0.04% +39 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 5,672 shares; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,011 shares; 2025Q4: 6,757 shares; 2026Q1: 6,501 shares; 2026Q2: 6,658 shares 6,658 $333K 0.04% +157 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,728 shares; 2025Q1: 1,813 shares; 2025Q2: 1,818 shares; 2025Q3: 1,763 shares; 2025Q4: 1,751 shares; 2026Q1: 1,510 shares; 2026Q2: 1,509 shares 1,509 $330K 0.04% -1 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,350 shares 9,350 $329K 0.04% new 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: 2,923 shares; 2024Q4: 3,300 shares; 2025Q1: 3,184 shares; 2025Q2: 3,173 shares; 2025Q3: 3,117 shares; 2025Q4: 3,750 shares; 2026Q1: 3,828 shares; 2026Q2: 3,612 shares 3,612 $328K 0.04% -216 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,825 shares; 2025Q1: 2,010 shares; 2025Q2: 1,991 shares; 2025Q3: 1,968 shares; 2025Q4: 1,986 shares; 2026Q1: 2,018 shares; 2026Q2: 2,646 shares 2,646 $326K 0.04% +628 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,896 shares; 2025Q1: 3,896 shares; 2025Q2: 4,012 shares; 2025Q3: 4,279 shares; 2025Q4: 4,273 shares; 2026Q1: 4,246 shares; 2026Q2: 4,225 shares 4,225 $322K 0.04% -21 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,691 shares 16,691 $322K 0.04% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,808 shares; 2024Q4: 8,640 shares; 2025Q1: 8,764 shares; 2025Q2: 8,745 shares; 2025Q3: 8,167 shares; 2025Q4: 7,808 shares; 2026Q1: 8,060 shares; 2026Q2: 8,434 shares 8,434 $322K 0.04% +374 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,833 shares; 2025Q2: 15,833 shares; 2025Q3: 15,833 shares; 2025Q4: 15,833 shares; 2026Q1: 16,333 shares; 2026Q2: 16,333 shares 16,333 $319K 0.04% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: not reported; 2026Q1: 3,260 shares; 2026Q2: 3,531 shares 3,531 $316K 0.04% +271 Timeline VSGX 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: 3,749 shares; 2026Q1: 3,730 shares; 2026Q2: 3,822 shares 3,822 $315K 0.04% +92 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,023 shares; 2025Q1: 6,007 shares; 2025Q2: 4,791 shares; 2025Q3: 4,759 shares; 2025Q4: 6,790 shares; 2026Q1: 4,583 shares; 2026Q2: 4,007 shares 4,007 $312K 0.04% -576 Timeline JPIE 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: 5,131 shares; 2024Q4: 5,155 shares; 2025Q1: 5,345 shares; 2025Q2: 5,370 shares; 2025Q3: 5,480 shares; 2025Q4: 5,505 shares; 2026Q1: 5,530 shares; 2026Q2: 6,664 shares 6,664 $307K 0.04% +1,134 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 15,000 shares 15,000 $304K 0.04% +5,000 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 670 shares; 2025Q3: 660 shares; 2025Q4: 661 shares; 2026Q1: 606 shares; 2026Q2: 617 shares 617 $303K 0.04% +11 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 133 shares 133 $302K 0.04% new Timeline RINF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,062 shares; 2024Q4: 7,117 shares; 2025Q1: 7,333 shares; 2025Q2: 7,351 shares; 2025Q3: 7,554 shares; 2025Q4: not reported; 2026Q1: 7,596 shares; 2026Q2: 9,379 shares 9,379 $302K 0.04% +1,783 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,730 shares; 2025Q3: 12,293 shares; 2025Q4: 12,131 shares; 2026Q1: 12,131 shares; 2026Q2: 11,618 shares 11,618 $301K 0.04% -513 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,261 shares; 2026Q1: 1,836 shares; 2026Q2: 1,661 shares 1,661 $301K 0.04% -175 Timeline HSCZ 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: 6,714 shares; 2026Q1: 7,181 shares; 2026Q2: 6,991 shares 6,991 $300K 0.04% -190 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,284 shares; 2025Q3: 13,754 shares; 2025Q4: 12,114 shares; 2026Q1: 12,019 shares; 2026Q2: 14,396 shares 14,396 $300K 0.04% +2,377 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,323 shares; 2024Q4: 8,365 shares; 2025Q1: 8,704 shares; 2025Q2: 8,728 shares; 2025Q3: 8,802 shares; 2025Q4: 8,862 shares; 2026Q1: 8,865 shares; 2026Q2: 8,683 shares 8,683 $300K 0.04% -182 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: 4,669 shares; 2025Q3: 4,989 shares; 2025Q4: 4,989 shares; 2026Q1: not reported; 2026Q2: 5,622 shares 5,622 $299K 0.04% new 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: 5,184 shares; 2024Q4: 5,186 shares; 2025Q1: 5,292 shares; 2025Q2: 5,317 shares; 2025Q3: 3,795 shares; 2025Q4: 3,845 shares; 2026Q1: 4,024 shares; 2026Q2: 4,025 shares 4,025 $299K 0.04% +1 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,755 shares; 2026Q1: 4,640 shares; 2026Q2: 3,951 shares 3,951 $299K 0.04% -689 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,882 shares; 2025Q1: 1,887 shares; 2025Q2: 1,893 shares; 2025Q3: 1,899 shares; 2025Q4: 1,908 shares; 2026Q1: 2,016 shares; 2026Q2: 2,022 shares 2,022 $299K 0.04% +6 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,587 shares; 2025Q2: 14,587 shares; 2025Q3: 14,587 shares; 2025Q4: 14,587 shares; 2026Q1: 14,587 shares; 2026Q2: 14,588 shares 14,588 $297K 0.04% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $297K 0.04% 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: 3,239 shares; 2024Q4: 3,626 shares; 2025Q1: 3,503 shares; 2025Q2: 3,316 shares; 2025Q3: 3,400 shares; 2025Q4: 3,296 shares; 2026Q1: 3,117 shares; 2026Q2: 3,083 shares 3,083 $297K 0.04% -34 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,642 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $295K 0.04% 0 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: 348 shares; 2025Q1: 354 shares; 2025Q2: 291 shares; 2025Q3: 293 shares; 2025Q4: 297 shares; 2026Q1: 293 shares; 2026Q2: 304 shares 304 $292K 0.04% +11 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,614 shares; 2025Q2: not reported; 2025Q3: 6,149 shares; 2025Q4: 7,815 shares; 2026Q1: 8,013 shares; 2026Q2: 7,891 shares 7,891 $292K 0.04% -122 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares; 2026Q2: 2,260 shares 2,260 $292K 0.04% -100 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,605 shares; 2026Q2: 6,640 shares 6,640 $291K 0.04% +35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 507 shares; 2026Q2: 408 shares 408 $291K 0.04% -99 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: 717 shares; 2024Q4: 927 shares; 2025Q1: 928 shares; 2025Q2: 720 shares; 2025Q3: 974 shares; 2025Q4: 697 shares; 2026Q1: 716 shares; 2026Q2: 2,334 shares 2,334 $290K 0.04% +1,618 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,375 shares; 2025Q3: 7,807 shares; 2025Q4: 7,534 shares; 2026Q1: 6,786 shares; 2026Q2: 6,652 shares 6,652 $289K 0.04% -134 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,657 shares; 2025Q1: 1,173 shares; 2025Q2: 36,192 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,192 shares; 2026Q2: 1,192 shares 1,192 $288K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 586 shares 586 $288K 0.04% new Timeline ACES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,341 shares; 2026Q1: 6,318 shares; 2026Q2: 8,103 shares 8,103 $287K 0.04% +1,785 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: 6,241 shares; 2024Q4: 4,315 shares; 2025Q1: 4,405 shares; 2025Q2: 4,414 shares; 2025Q3: 4,423 shares; 2025Q4: 5,315 shares; 2026Q1: 5,329 shares; 2026Q2: 5,319 shares 5,319 $285K 0.03% -10 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,745 shares; 2025Q1: 5,292 shares; 2025Q2: 5,079 shares; 2025Q3: 4,654 shares; 2025Q4: 5,037 shares; 2026Q1: 4,739 shares; 2026Q2: 4,962 shares 4,962 $283K 0.03% +223 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 40,096 shares; 2026Q1: 39,646 shares; 2026Q2: 38,065 shares 38,065 $282K 0.03% -1,581 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,133 shares 1,133 $281K 0.03% +3 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $281K 0.03% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,474 shares 5,474 $281K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 2,455 shares; 2025Q1: 3,202 shares; 2025Q2: 2,898 shares; 2025Q3: 1,634 shares; 2025Q4: 1,651 shares; 2026Q1: 1,831 shares; 2026Q2: 1,762 shares 1,762 $276K 0.03% -69 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,341 shares; 2025Q1: 1,582 shares; 2025Q2: 1,423 shares; 2025Q3: 1,427 shares; 2025Q4: 1,266 shares; 2026Q1: not reported; 2026Q2: 977 shares 977 $275K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares; 2026Q2: 1,113 shares 1,113 $274K 0.03% -5 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: 8,532 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,278 shares; 2025Q4: 8,942 shares; 2026Q1: 8,256 shares; 2026Q2: 8,300 shares 8,300 $272K 0.03% +44 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: 2,284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares; 2025Q4: not reported; 2026Q1: 2,288 shares; 2026Q2: 2,297 shares 2,297 $270K 0.03% +9 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 6,135 shares; 2026Q1: 5,102 shares; 2026Q2: 5,113 shares 5,113 $270K 0.03% +11 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,518 shares; 2025Q1: 26,185 shares; 2025Q2: 19,255 shares; 2025Q3: 19,017 shares; 2025Q4: 18,345 shares; 2026Q1: 18,365 shares; 2026Q2: 16,663 shares 16,663 $270K 0.03% -1,702 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,653 shares 2,653 $270K 0.03% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,544 shares; 2025Q4: 11,890 shares; 2026Q1: 11,890 shares; 2026Q2: 12,205 shares 12,205 $269K 0.03% +315 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,777 shares; 2026Q1: 5,777 shares; 2026Q2: 6,977 shares 6,977 $269K 0.03% +1,200 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $266K 0.03% new Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES 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: 5,087 shares; 2026Q1: not reported; 2026Q2: 6,172 shares 6,172 $265K 0.03% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,427 shares; 2026Q2: 32,983 shares 32,983 $263K 0.03% +556 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares 410 $262K 0.03% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,276 shares; 2025Q2: 13,276 shares; 2025Q3: 13,276 shares; 2025Q4: 13,276 shares; 2026Q1: 13,276 shares; 2026Q2: 13,277 shares 13,277 $260K 0.03% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 3,263 shares; 2026Q1: 3,267 shares; 2026Q2: 3,209 shares 3,209 $260K 0.03% -58 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,053 shares; 2026Q2: 3,743 shares 3,743 $260K 0.03% -310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares; 2026Q2: 955 shares 955 $260K 0.03% +3 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,760 shares; 2026Q2: 8,760 shares 8,760 $257K 0.03% 0 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: 14,527 shares; 2024Q4: 14,587 shares; 2025Q1: 11,479 shares; 2025Q2: 11,549 shares; 2025Q3: 11,727 shares; 2025Q4: 11,791 shares; 2026Q1: 11,868 shares; 2026Q2: 12,464 shares 12,464 $256K 0.03% +596 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,310 shares; 2025Q3: 2,322 shares; 2025Q4: 2,325 shares; 2026Q1: 2,751 shares; 2026Q2: 2,782 shares 2,782 $256K 0.03% +31 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $255K 0.03% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 1,352 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 928 shares 928 $254K 0.03% -19 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: not reported; 2024Q4: not reported; 2025Q1: 1,849 shares; 2025Q2: 2,023 shares; 2025Q3: 2,016 shares; 2025Q4: 2,014 shares; 2026Q1: 2,094 shares; 2026Q2: 1,990 shares 1,990 $252K 0.03% -104 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 2,942 shares; 2026Q1: 2,627 shares; 2026Q2: 3,171 shares 3,171 $252K 0.03% +544 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,933 shares; 2025Q4: not reported; 2026Q1: 3,295 shares; 2026Q2: 2,862 shares 2,862 $251K 0.03% -433 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,141 shares 2,141 $251K 0.03% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 6,218 shares; 2025Q1: 6,240 shares; 2025Q2: not reported; 2025Q3: 6,292 shares; 2025Q4: 6,316 shares; 2026Q1: 6,340 shares; 2026Q2: 6,366 shares 6,366 $251K 0.03% +26 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,000 shares 68,000 $250K 0.03% new Timeline MBOX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,235 shares; 2025Q3: 7,206 shares; 2025Q4: 6,481 shares; 2026Q1: 6,193 shares; 2026Q2: 6,193 shares 6,193 $248K 0.03% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,124 shares; 2025Q2: 5,129 shares; 2025Q3: 4,890 shares; 2025Q4: 5,052 shares; 2026Q1: 5,038 shares; 2026Q2: 5,029 shares 5,029 $248K 0.03% -9 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,646 shares; 2025Q1: 6,646 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares; 2026Q2: 5,538 shares 5,538 $246K 0.03% -492 Timeline IWX 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: 2,570 shares; 2026Q2: 2,332 shares 2,332 $245K 0.03% -238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $245K 0.03% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,757 shares; 2025Q1: 6,301 shares; 2025Q2: 6,348 shares; 2025Q3: 6,228 shares; 2025Q4: 6,240 shares; 2026Q1: 6,253 shares; 2026Q2: 6,342 shares 6,342 $243K 0.03% +89 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,133 shares; 2025Q4: 5,133 shares; 2026Q1: 5,133 shares; 2026Q2: 5,133 shares 5,133 $241K 0.03% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,993 shares; 2025Q2: not reported; 2025Q3: 12,599 shares; 2025Q4: 13,584 shares; 2026Q1: 15,773 shares; 2026Q2: 15,773 shares 15,773 $240K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,749 shares 1,749 $239K 0.03% +1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,750 shares; 2025Q1: 6,800 shares; 2025Q2: 3,969 shares; 2025Q3: 6,702 shares; 2025Q4: 6,803 shares; 2026Q1: 7,103 shares; 2026Q2: 6,938 shares 6,938 $236K 0.03% -165 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: not reported; 2024Q4: 1,717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,449 shares; 2025Q4: 1,447 shares; 2026Q1: not reported; 2026Q2: 1,437 shares 1,437 $234K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 993 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares; 2026Q2: 1,992 shares 1,992 $234K 0.03% -52 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,479 shares; 2024Q4: 32,163 shares; 2025Q1: 31,543 shares; 2025Q2: 31,672 shares; 2025Q3: 31,689 shares; 2025Q4: 32,162 shares; 2026Q1: 4,584 shares; 2026Q2: 4,289 shares 4,289 $233K 0.03% -295 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,550 shares; 2025Q3: 5,528 shares; 2025Q4: 5,528 shares; 2026Q1: 5,379 shares; 2026Q2: 5,379 shares 5,379 $227K 0.03% 0 Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares; 2026Q1: 4,457 shares; 2026Q2: 4,485 shares 4,485 $225K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares; 2026Q2: 2,546 shares 2,546 $223K 0.03% +80 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $223K 0.03% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,250 shares 2,250 $221K 0.03% +11 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 3,059 shares 3,059 $221K 0.03% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,881 shares 1,881 $221K 0.03% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,024 shares; 2025Q3: 13,355 shares; 2025Q4: 23,825 shares; 2026Q1: 25,689 shares; 2026Q2: 2,659 shares 2,659 $220K 0.03% -23,030 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: not reported; 2026Q2: 5,870 shares 5,870 $220K 0.03% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 3,060 shares 3,060 $220K 0.03% new Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,939 shares; 2025Q1: 19,849 shares; 2025Q2: 18,179 shares; 2025Q3: 17,169 shares; 2025Q4: 14,895 shares; 2026Q1: 16,159 shares; 2026Q2: 14,993 shares 14,993 $217K 0.03% -1,166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,730 shares; 2026Q2: 6,732 shares 6,732 $215K 0.03% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,580 shares; 2025Q4: 2,225 shares; 2026Q1: 2,194 shares; 2026Q2: 1,069 shares 1,069 $214K 0.03% -1,125 Timeline PCG PG&E CORP More: the full row for PG&E 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: 20,236 shares; 2026Q2: 12,740 shares 12,740 $214K 0.03% -7,496 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,357 shares 1,357 $212K 0.03% +6 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,590 shares; 2025Q1: 8,577 shares; 2025Q2: 7,700 shares; 2025Q3: 7,040 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,014 shares 5,014 $209K 0.03% new Timeline GSWO 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: 3,283 shares 3,283 $208K 0.03% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,425 shares; 2025Q3: 2,347 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,000 shares 2,000 $208K 0.03% -121 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,773 shares 2,773 $208K 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares 549 $206K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 803 shares; 2025Q4: 817 shares; 2026Q1: 1,351 shares; 2026Q2: 929 shares 929 $205K 0.03% -422 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,149 shares; 2025Q3: 2,384 shares; 2025Q4: 2,049 shares; 2026Q1: 2,055 shares; 2026Q2: 2,065 shares 2,065 $204K 0.02% +10 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $202K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,287 shares; 2026Q2: 10,145 shares 10,145 $141K 0.02% -142 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,105 shares; 2025Q2: not reported; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 11,105 shares; 2026Q2: 11,106 shares 11,106 $139K 0.02% +1 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,000 shares; 2024Q4: not reported; 2025Q1: 54,356 shares; 2025Q2: not reported; 2025Q3: 54,861 shares; 2025Q4: 55,146 shares; 2026Q1: 55,146 shares; 2026Q2: 44,001 shares 44,001 $138K 0.02% -11,145 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,206 shares; 2025Q1: 22,900 shares; 2025Q2: 20,754 shares; 2025Q3: 19,254 shares; 2025Q4: 17,054 shares; 2026Q1: 15,209 shares; 2026Q2: 11,218 shares 11,218 $120K 0.01% -3,991 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $115K 0.01% 0 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: not reported; 2026Q1: 27,200 shares; 2026Q2: 30,200 shares 30,200 $95.1K 0.01% +3,000 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,299 shares; 2025Q2: 60,493 shares; 2025Q3: 67,316 shares; 2025Q4: 68,916 shares; 2026Q1: 69,644 shares; 2026Q2: 113,869 shares 113,869 $88.9K 0.01% +44,225 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 17,000 shares; 2025Q4: 20,500 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $76.8K 0.01% 0 Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $40.4K <0.01% 0 CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $15.6K <0.01% 0 GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA 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: 11,000 shares; 2026Q2: 11,000 shares 11,000 $5.39K <0.01% 0 Timeline