ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 675,878 shares; 2024Q3: 682,919 shares; 2024Q4: 693,539 shares; 2025Q1: 379,445 shares; 2025Q2: 678,646 shares; 2025Q3: 377,107 shares; 2025Q4: 694,165 shares; 2026Q1: 692,530 shares 692,530 $77.8M 5.65% -1,635 Timeline GSLC 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; 2024Q2: 381,014 shares; 2024Q3: 444,368 shares; 2024Q4: 479,463 shares; 2025Q1: 243,498 shares; 2025Q2: 439,959 shares; 2025Q3: 242,356 shares; 2025Q4: 459,182 shares; 2026Q1: 442,595 shares 442,595 $55.4M 4.02% -16,587 Timeline AVUS 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; 2024Q2: 405,680 shares; 2024Q3: 419,713 shares; 2024Q4: 443,635 shares; 2025Q1: 266,731 shares; 2025Q2: 465,124 shares; 2025Q3: 267,315 shares; 2025Q4: 483,817 shares; 2026Q1: 471,880 shares 471,880 $52.5M 3.81% -11,937 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; 2024Q2: 759,635 shares; 2024Q3: 774,412 shares; 2024Q4: 748,862 shares; 2025Q1: 617,336 shares; 2025Q2: 816,012 shares; 2025Q3: 617,714 shares; 2025Q4: 840,991 shares; 2026Q1: 693,587 shares 693,587 $49.8M 3.61% -147,404 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 298,213 shares; 2024Q3: 329,439 shares; 2024Q4: 269,399 shares; 2025Q1: 143,909 shares; 2025Q2: 377,239 shares; 2025Q3: 159,749 shares; 2025Q4: 417,952 shares; 2026Q1: 464,602 shares 464,602 $44.3M 3.22% +46,650 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,143,219 shares; 2024Q3: 1,104,513 shares; 2024Q4: 1,025,513 shares; 2025Q1: 952,305 shares; 2025Q2: 998,091 shares; 2025Q3: 924,770 shares; 2025Q4: 924,705 shares; 2026Q1: 924,622 shares 924,622 $42.4M 3.08% -83 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 504,294 shares; 2024Q3: 508,483 shares; 2024Q4: 375,697 shares; 2025Q1: 376,853 shares; 2025Q2: 382,885 shares; 2025Q3: 164,419 shares; 2025Q4: 170,004 shares; 2026Q1: 171,116 shares 171,116 $41.8M 3.04% +1,112 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 142,454 shares; 2024Q3: 166,888 shares; 2024Q4: 162,097 shares; 2025Q1: 85,577 shares; 2025Q2: 220,779 shares; 2025Q3: 95,113 shares; 2025Q4: 238,770 shares; 2026Q1: 304,760 shares 304,760 $33.2M 2.41% +65,990 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; 2024Q2: 280,966 shares; 2024Q3: 285,810 shares; 2024Q4: 313,799 shares; 2025Q1: not reported; 2025Q2: 366,552 shares; 2025Q3: not reported; 2025Q4: 412,887 shares; 2026Q1: 419,144 shares 419,144 $32.1M 2.33% +6,257 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 141,627 shares; 2024Q3: 139,213 shares; 2024Q4: 135,417 shares; 2025Q1: 69,169 shares; 2025Q2: 133,850 shares; 2025Q3: 77,349 shares; 2025Q4: 124,127 shares; 2026Q1: 119,197 shares 119,197 $30.3M 2.2% -4,930 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; 2024Q2: 151,509 shares; 2024Q3: 138,074 shares; 2024Q4: 140,529 shares; 2025Q1: 94,315 shares; 2025Q2: 134,219 shares; 2025Q3: 92,331 shares; 2025Q4: 133,098 shares; 2026Q1: 130,025 shares 130,025 $27.1M 1.97% -3,073 Timeline JMBS 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; 2024Q2: 273,267 shares; 2024Q3: 329,893 shares; 2024Q4: 356,165 shares; 2025Q1: 143,077 shares; 2025Q2: 392,306 shares; 2025Q3: 156,252 shares; 2025Q4: 434,248 shares; 2026Q1: 594,085 shares 594,085 $26.8M 1.95% +159,837 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 199,151 shares; 2024Q3: 233,164 shares; 2024Q4: 794,672 shares; 2025Q1: 29,716 shares; 2025Q2: 829,095 shares; 2025Q3: 29,983 shares; 2025Q4: 802,763 shares; 2026Q1: 786,706 shares 786,706 $24.1M 1.75% -16,057 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 324,473 shares; 2024Q3: 340,076 shares; 2024Q4: 276,529 shares; 2025Q1: 198,228 shares; 2025Q2: 290,730 shares; 2025Q3: 193,969 shares; 2025Q4: 313,751 shares; 2026Q1: 263,346 shares 263,346 $19.9M 1.45% -50,405 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 325,879 shares; 2024Q3: 366,072 shares; 2024Q4: 328,629 shares; 2025Q1: 225,836 shares; 2025Q2: 533,436 shares; 2025Q3: 471,246 shares; 2025Q4: 455,137 shares; 2026Q1: 344,162 shares 344,162 $17.5M 1.27% -110,975 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; 2024Q2: 44,451 shares; 2024Q3: 148,713 shares; 2024Q4: 630,682 shares; 2025Q1: not reported; 2025Q2: 553,870 shares; 2025Q3: not reported; 2025Q4: 573,896 shares; 2026Q1: 590,246 shares 590,246 $17.2M 1.25% +16,350 Timeline HELO 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; 2024Q2: 104,102 shares; 2024Q3: 236,184 shares; 2024Q4: 252,620 shares; 2025Q1: not reported; 2025Q2: 267,931 shares; 2025Q3: not reported; 2025Q4: 256,911 shares; 2026Q1: 243,451 shares 243,451 $15.6M 1.13% -13,460 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,550 shares; 2024Q3: 42,867 shares; 2024Q4: 43,199 shares; 2025Q1: 16,730 shares; 2025Q2: 40,726 shares; 2025Q3: 16,571 shares; 2025Q4: 40,359 shares; 2026Q1: 41,752 shares 41,752 $15.5M 1.12% +1,393 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 166,326 shares; 2024Q3: 176,523 shares; 2024Q4: 172,253 shares; 2025Q1: 113,652 shares; 2025Q2: 205,682 shares; 2025Q3: 123,531 shares; 2025Q4: 219,562 shares; 2026Q1: 339,200 shares 339,200 $15.4M 1.12% +119,638 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462,961 shares 462,961 $14.4M 1.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,854 shares; 2024Q3: 15,854 shares; 2024Q4: 16,765 shares; 2025Q1: 112,426 shares; 2025Q2: 177,336 shares; 2025Q3: 116,089 shares; 2025Q4: 190,115 shares; 2026Q1: 166,263 shares 166,263 $13.7M 1% -23,852 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; 2024Q2: 18,420 shares; 2024Q3: 25,186 shares; 2024Q4: 25,738 shares; 2025Q1: 11,822 shares; 2025Q2: 30,755 shares; 2025Q3: 15,153 shares; 2025Q4: 26,446 shares; 2026Q1: 26,841 shares 26,841 $12.9M 0.93% +395 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 98,035 shares; 2024Q3: 103,455 shares; 2024Q4: 100,252 shares; 2025Q1: 61,706 shares; 2025Q2: 127,951 shares; 2025Q3: 74,052 shares; 2025Q4: 137,572 shares; 2026Q1: 308,966 shares 308,966 $12.6M 0.92% +171,394 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,420 shares; 2024Q3: 4,057 shares; 2024Q4: 24,079 shares; 2025Q1: 26,908 shares; 2025Q2: 43,285 shares; 2025Q3: 42,697 shares; 2025Q4: 41,206 shares; 2026Q1: 54,660 shares 54,660 $12.4M 0.9% +13,454 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,642 shares 156,642 $12.3M 0.89% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 84,209 shares; 2024Q3: 78,782 shares; 2024Q4: 77,560 shares; 2025Q1: 37,347 shares; 2025Q2: 73,404 shares; 2025Q3: 37,663 shares; 2025Q4: 68,244 shares; 2026Q1: 69,875 shares 69,875 $12.2M 0.88% +1,631 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 13,052 shares 13,052 $11.4M 0.83% +12,735 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; 2024Q2: 7,371 shares; 2024Q3: 9,478 shares; 2024Q4: 10,006 shares; 2025Q1: 8,776 shares; 2025Q2: 15,138 shares; 2025Q3: 11,190 shares; 2025Q4: 16,760 shares; 2026Q1: 19,061 shares 19,061 $11.4M 0.83% +2,301 Timeline WSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362,440 shares 362,440 $11.3M 0.82% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 74,334 shares; 2024Q3: 79,063 shares; 2024Q4: 69,778 shares; 2025Q1: 91,978 shares; 2025Q2: 140,172 shares; 2025Q3: 92,282 shares; 2025Q4: 146,798 shares; 2026Q1: 119,699 shares 119,699 $11.2M 0.81% -27,099 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; 2024Q2: 21,100 shares; 2024Q3: 20,757 shares; 2024Q4: 20,474 shares; 2025Q1: 11,078 shares; 2025Q2: 24,130 shares; 2025Q3: 11,225 shares; 2025Q4: 25,291 shares; 2026Q1: 24,555 shares 24,555 $10.7M 0.78% -736 Timeline HEQT 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,944 shares; 2025Q3: not reported; 2025Q4: 331,506 shares; 2026Q1: 333,880 shares 333,880 $10.5M 0.76% +2,374 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 381,051 shares; 2024Q3: 392,221 shares; 2024Q4: 392,313 shares; 2025Q1: 260,863 shares; 2025Q2: 417,436 shares; 2025Q3: 256,556 shares; 2025Q4: 448,948 shares; 2026Q1: 436,173 shares 436,173 $10.4M 0.76% -12,775 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,500 shares; 2024Q3: 2,483 shares; 2024Q4: 3,724 shares; 2025Q1: 27,897 shares; 2025Q2: 29,111 shares; 2025Q3: 28,053 shares; 2025Q4: 28,995 shares; 2026Q1: 29,070 shares 29,070 $9.03M 0.66% +75 Timeline BSJT 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,941 shares; 2025Q1: not reported; 2025Q2: 62,384 shares; 2025Q3: not reported; 2025Q4: 421,448 shares; 2026Q1: 418,693 shares 418,693 $8.81M 0.64% -2,755 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 120,418 shares; 2024Q3: 44,087 shares; 2024Q4: not reported; 2025Q1: 29,716 shares; 2025Q2: 68,657 shares; 2025Q3: 38,215 shares; 2025Q4: 84,016 shares; 2026Q1: 99,099 shares 99,099 $8.59M 0.62% +15,083 Timeline BSJQ 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; 2024Q2: not reported; 2024Q3: 12,911 shares; 2024Q4: 44,952 shares; 2025Q1: not reported; 2025Q2: 252,279 shares; 2025Q3: not reported; 2025Q4: 363,358 shares; 2026Q1: 369,699 shares 369,699 $8.57M 0.62% +6,341 Timeline BSJS 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,740 shares; 2025Q1: not reported; 2025Q2: 217,208 shares; 2025Q3: not reported; 2025Q4: 381,273 shares; 2026Q1: 383,914 shares 383,914 $8.32M 0.6% +2,641 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; 2024Q2: 37,061 shares; 2024Q3: 36,469 shares; 2024Q4: 36,736 shares; 2025Q1: 35,473 shares; 2025Q2: 37,287 shares; 2025Q3: 35,613 shares; 2025Q4: 38,527 shares; 2026Q1: 37,720 shares 37,720 $8.11M 0.59% -807 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,526 shares; 2024Q3: 26,661 shares; 2024Q4: 33,334 shares; 2025Q1: 24,958 shares; 2025Q2: 28,616 shares; 2025Q3: 24,004 shares; 2025Q4: 27,680 shares; 2026Q1: 28,148 shares 28,148 $8.09M 0.59% +468 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; 2024Q2: 8,628 shares; 2024Q3: 11,209 shares; 2024Q4: 12,600 shares; 2025Q1: 11,702 shares; 2025Q2: 13,750 shares; 2025Q3: 11,692 shares; 2025Q4: 12,343 shares; 2026Q1: 12,147 shares 12,147 $7.9M 0.57% -196 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,729 shares; 2025Q3: not reported; 2025Q4: 168,674 shares; 2026Q1: 180,481 shares 180,481 $7.71M 0.56% +11,807 Timeline BSJV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,538 shares; 2026Q1: 282,511 shares 282,511 $7.34M 0.53% +7,973 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; 2024Q2: 27,536 shares; 2024Q3: 27,611 shares; 2024Q4: 27,402 shares; 2025Q1: 8,628 shares; 2025Q2: 15,077 shares; 2025Q3: 7,888 shares; 2025Q4: 12,660 shares; 2026Q1: 12,568 shares 12,568 $7.25M 0.53% -92 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,716 shares; 2025Q1: 9,773 shares; 2025Q2: 8,830 shares; 2025Q3: 7,998 shares; 2025Q4: 7,434 shares; 2026Q1: 7,444 shares 7,444 $7.16M 0.52% +10 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; 2024Q2: 17,599 shares; 2024Q3: 19,485 shares; 2024Q4: 29,997 shares; 2025Q1: 30,761 shares; 2025Q2: 105,808 shares; 2025Q3: 50,712 shares; 2025Q4: 106,836 shares; 2026Q1: 99,867 shares 99,867 $6.4M 0.46% -6,969 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,744 shares; 2026Q1: 141,847 shares 141,847 $6.37M 0.46% +25,103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,572 shares; 2024Q3: 8,122 shares; 2024Q4: 8,059 shares; 2025Q1: 6,467 shares; 2025Q2: 10,020 shares; 2025Q3: 6,567 shares; 2025Q4: 10,456 shares; 2026Q1: 9,492 shares 9,492 $6.2M 0.45% -964 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; 2024Q2: 38,812 shares; 2024Q3: 40,275 shares; 2024Q4: 42,207 shares; 2025Q1: 26,676 shares; 2025Q2: 49,964 shares; 2025Q3: 19,014 shares; 2025Q4: 38,378 shares; 2026Q1: 35,768 shares 35,768 $6.07M 0.44% -2,610 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 284,742 shares; 2024Q3: 284,017 shares; 2024Q4: 285,832 shares; 2025Q1: 276,404 shares; 2025Q2: 311,510 shares; 2025Q3: 283,933 shares; 2025Q4: 325,978 shares; 2026Q1: 247,270 shares 247,270 $5.54M 0.4% -78,708 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,515 shares; 2024Q3: 42,631 shares; 2024Q4: 49,838 shares; 2025Q1: 37,620 shares; 2025Q2: 42,288 shares; 2025Q3: 42,322 shares; 2025Q4: 43,099 shares; 2026Q1: 42,467 shares 42,467 $5.28M 0.38% -632 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,651 shares; 2024Q3: 66,431 shares; 2024Q4: 77,373 shares; 2025Q1: not reported; 2025Q2: 87,289 shares; 2025Q3: not reported; 2025Q4: 106,030 shares; 2026Q1: 108,334 shares 108,334 $5.1M 0.37% +2,304 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,435 shares; 2024Q3: 59,998 shares; 2024Q4: 145,256 shares; 2025Q1: 158,204 shares; 2025Q2: 174,045 shares; 2025Q3: 175,785 shares; 2025Q4: 193,443 shares; 2026Q1: 195,552 shares 195,552 $4.95M 0.36% +2,109 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,708 shares; 2024Q3: 110,061 shares; 2024Q4: 176,613 shares; 2025Q1: 192,907 shares; 2025Q2: 199,970 shares; 2025Q3: 198,247 shares; 2025Q4: 197,599 shares; 2026Q1: 203,315 shares 203,315 $4.93M 0.36% +5,716 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,435 shares; 2024Q3: 22,217 shares; 2024Q4: 30,135 shares; 2025Q1: 10,071 shares; 2025Q2: 20,350 shares; 2025Q3: 9,781 shares; 2025Q4: 18,318 shares; 2026Q1: 17,035 shares 17,035 $4.89M 0.35% -1,283 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,110 shares; 2024Q3: 7,019 shares; 2024Q4: 8,285 shares; 2025Q1: 4,341 shares; 2025Q2: 8,549 shares; 2025Q3: 2,154 shares; 2025Q4: 9,706 shares; 2026Q1: 9,691 shares 9,691 $4.84M 0.35% -15 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,223 shares; 2024Q3: 22,244 shares; 2024Q4: 22,250 shares; 2025Q1: 3,724 shares; 2025Q2: 23,251 shares; 2025Q3: 3,812 shares; 2025Q4: 22,341 shares; 2026Q1: 22,355 shares 22,355 $4.72M 0.34% +14 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,316 shares; 2024Q3: 14,865 shares; 2024Q4: 14,840 shares; 2025Q1: 10,403 shares; 2025Q2: 15,716 shares; 2025Q3: 10,413 shares; 2025Q4: 15,379 shares; 2026Q1: 15,130 shares 15,130 $4.68M 0.34% -249 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; 2024Q2: 81,603 shares; 2024Q3: 81,789 shares; 2024Q4: 75,947 shares; 2025Q1: 67,946 shares; 2025Q2: 90,204 shares; 2025Q3: 66,051 shares; 2025Q4: 88,140 shares; 2026Q1: 92,748 shares 92,748 $4.66M 0.34% +4,608 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; 2024Q2: 56,144 shares; 2024Q3: 70,630 shares; 2024Q4: 84,408 shares; 2025Q1: not reported; 2025Q2: 137,037 shares; 2025Q3: not reported; 2025Q4: 250,100 shares; 2026Q1: 237,498 shares 237,498 $4.64M 0.34% -12,602 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; 2024Q2: 7,420 shares; 2024Q3: 8,405 shares; 2024Q4: 9,679 shares; 2025Q1: 7,642 shares; 2025Q2: 9,854 shares; 2025Q3: 8,478 shares; 2025Q4: 10,319 shares; 2026Q1: 10,683 shares 10,683 $4.6M 0.33% +364 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,787 shares; 2024Q3: 38,140 shares; 2024Q4: 37,747 shares; 2025Q1: not reported; 2025Q2: 37,574 shares; 2025Q3: not reported; 2025Q4: 21,255 shares; 2026Q1: 35,024 shares 35,024 $4.59M 0.33% +13,769 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; 2024Q2: 170,065 shares; 2024Q3: 173,587 shares; 2024Q4: 142,196 shares; 2025Q1: 105,153 shares; 2025Q2: 136,278 shares; 2025Q3: 93,781 shares; 2025Q4: 138,087 shares; 2026Q1: 157,634 shares 157,634 $4.57M 0.33% +19,547 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,935 shares; 2025Q2: 138,906 shares; 2025Q3: 137,719 shares; 2025Q4: 121,787 shares; 2026Q1: 127,061 shares 127,061 $4.48M 0.33% +5,274 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; 2024Q2: 50,429 shares; 2024Q3: 50,482 shares; 2024Q4: 153,416 shares; 2025Q1: not reported; 2025Q2: 161,270 shares; 2025Q3: 9,835 shares; 2025Q4: 178,996 shares; 2026Q1: 178,226 shares 178,226 $4.47M 0.32% -770 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,499 shares; 2024Q3: 39,244 shares; 2024Q4: 109,703 shares; 2025Q1: 126,520 shares; 2025Q2: 157,165 shares; 2025Q3: 171,934 shares; 2025Q4: 173,943 shares; 2026Q1: 191,154 shares 191,154 $4.45M 0.32% +17,211 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; 2024Q2: 16,260 shares; 2024Q3: 17,830 shares; 2024Q4: 15,994 shares; 2025Q1: 14,593 shares; 2025Q2: 23,193 shares; 2025Q3: 15,268 shares; 2025Q4: 24,407 shares; 2026Q1: 22,437 shares 22,437 $4.4M 0.32% -1,970 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; 2024Q2: 19,011 shares; 2024Q3: 19,550 shares; 2024Q4: 16,876 shares; 2025Q1: 16,854 shares; 2025Q2: 16,612 shares; 2025Q3: 15,128 shares; 2025Q4: 16,308 shares; 2026Q1: 17,986 shares 17,986 $4.36M 0.32% +1,678 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,252 shares; 2024Q3: 8,992 shares; 2024Q4: 9,775 shares; 2025Q1: 9,091 shares; 2025Q2: 10,895 shares; 2025Q3: 9,368 shares; 2025Q4: 13,966 shares; 2026Q1: 13,440 shares 13,440 $4.31M 0.31% -526 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,892 shares; 2024Q3: 8,246 shares; 2024Q4: 14,352 shares; 2025Q1: 9,601 shares; 2025Q2: 19,272 shares; 2025Q3: 11,261 shares; 2025Q4: 19,550 shares; 2026Q1: 20,423 shares 20,423 $4.23M 0.31% +873 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,956 shares; 2024Q3: 13,939 shares; 2024Q4: 13,932 shares; 2025Q1: 17,835 shares; 2025Q2: 18,123 shares; 2025Q3: 18,112 shares; 2025Q4: 18,133 shares; 2026Q1: 22,737 shares 22,737 $4.17M 0.3% +4,604 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; 2024Q2: 6,505 shares; 2024Q3: 7,642 shares; 2024Q4: 7,281 shares; 2025Q1: 4,925 shares; 2025Q2: 8,358 shares; 2025Q3: 4,184 shares; 2025Q4: 7,389 shares; 2026Q1: 7,154 shares 7,154 $4.09M 0.3% -235 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; 2024Q2: 57,325 shares; 2024Q3: 60,548 shares; 2024Q4: 53,758 shares; 2025Q1: 48,333 shares; 2025Q2: 57,913 shares; 2025Q3: 41,758 shares; 2025Q4: 54,853 shares; 2026Q1: 52,642 shares 52,642 $4.08M 0.3% -2,211 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; 2024Q2: 10,741 shares; 2024Q3: 9,880 shares; 2024Q4: 14,965 shares; 2025Q1: 6,946 shares; 2025Q2: 45,232 shares; 2025Q3: 38,101 shares; 2025Q4: 52,134 shares; 2026Q1: 65,938 shares 65,938 $4M 0.29% +13,804 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,126 shares; 2024Q3: 21,710 shares; 2024Q4: 22,455 shares; 2025Q1: 5,756 shares; 2025Q2: 24,325 shares; 2025Q3: 13,202 shares; 2025Q4: 32,914 shares; 2026Q1: 31,404 shares 31,404 $3.9M 0.28% -1,510 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; 2024Q2: 16,992 shares; 2024Q3: 18,190 shares; 2024Q4: 22,755 shares; 2025Q1: 19,284 shares; 2025Q2: 25,355 shares; 2025Q3: 18,382 shares; 2025Q4: 25,898 shares; 2026Q1: 28,694 shares 28,694 $3.76M 0.27% +2,796 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,560 shares; 2024Q3: 8,530 shares; 2024Q4: 8,183 shares; 2025Q1: 8,159 shares; 2025Q2: 8,128 shares; 2025Q3: 8,102 shares; 2025Q4: 8,545 shares; 2026Q1: 8,543 shares 8,543 $3.64M 0.26% -2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,783 shares; 2024Q3: 22,228 shares; 2024Q4: 21,159 shares; 2025Q1: 20,263 shares; 2025Q2: 22,576 shares; 2025Q3: 12,649 shares; 2025Q4: 15,388 shares; 2026Q1: 16,154 shares 16,154 $3.51M 0.26% +766 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; 2024Q2: 124,741 shares; 2024Q3: 124,572 shares; 2024Q4: 125,583 shares; 2025Q1: 115,880 shares; 2025Q2: 125,795 shares; 2025Q3: 53,174 shares; 2025Q4: 62,363 shares; 2026Q1: 62,327 shares 62,327 $3.4M 0.25% -36 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 180,737 shares; 2024Q3: 172,436 shares; 2024Q4: 140,647 shares; 2025Q1: 142,334 shares; 2025Q2: 126,122 shares; 2025Q3: 86,112 shares; 2025Q4: 135,674 shares; 2026Q1: 137,080 shares 137,080 $3.32M 0.24% +1,406 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,511 shares; 2024Q3: 1,754 shares; 2024Q4: 2,740 shares; 2025Q1: 1,187 shares; 2025Q2: 2,842 shares; 2025Q3: 817 shares; 2025Q4: 27,080 shares; 2026Q1: 34,188 shares 34,188 $3.29M 0.24% +7,108 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; 2024Q2: 14,493 shares; 2024Q3: 14,469 shares; 2024Q4: 14,479 shares; 2025Q1: not reported; 2025Q2: 14,225 shares; 2025Q3: not reported; 2025Q4: 14,130 shares; 2026Q1: 13,878 shares 13,878 $3.28M 0.24% -252 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,666 shares; 2024Q3: 57,661 shares; 2024Q4: 58,805 shares; 2025Q1: 8,335 shares; 2025Q2: 60,997 shares; 2025Q3: 8,665 shares; 2025Q4: 63,446 shares; 2026Q1: 80,130 shares 80,130 $3.21M 0.23% +16,684 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 176,855 shares; 2024Q3: 194,030 shares; 2024Q4: 198,072 shares; 2025Q1: 156,705 shares; 2025Q2: 208,401 shares; 2025Q3: 161,121 shares; 2025Q4: 231,524 shares; 2026Q1: 283,141 shares 283,141 $3.18M 0.23% +51,617 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 195,708 shares; 2024Q3: 218,123 shares; 2024Q4: 221,650 shares; 2025Q1: 175,758 shares; 2025Q2: 234,554 shares; 2025Q3: 181,794 shares; 2025Q4: 261,050 shares; 2026Q1: 319,284 shares 319,284 $3.15M 0.23% +58,234 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; 2024Q2: 3,515 shares; 2024Q3: 2,892 shares; 2024Q4: 3,814 shares; 2025Q1: 3,308 shares; 2025Q2: 4,106 shares; 2025Q3: 2,007 shares; 2025Q4: 3,107 shares; 2026Q1: 3,398 shares 3,398 $3.13M 0.23% +291 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,440 shares 131,440 $3.11M 0.23% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 188,991 shares; 2024Q3: 208,584 shares; 2024Q4: 213,267 shares; 2025Q1: 168,450 shares; 2025Q2: 223,902 shares; 2025Q3: 171,450 shares; 2025Q4: 247,215 shares; 2026Q1: 299,771 shares 299,771 $3.08M 0.22% +52,556 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; 2024Q2: 12,246 shares; 2024Q3: 11,329 shares; 2024Q4: 27,565 shares; 2025Q1: 23,003 shares; 2025Q2: 38,118 shares; 2025Q3: 20,770 shares; 2025Q4: 26,848 shares; 2026Q1: 24,749 shares 24,749 $2.98M 0.22% -2,099 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; 2024Q2: 29,663 shares; 2024Q3: 31,069 shares; 2024Q4: 34,720 shares; 2025Q1: 28,908 shares; 2025Q2: 30,845 shares; 2025Q3: 28,413 shares; 2025Q4: 32,381 shares; 2026Q1: 31,816 shares 31,816 $2.95M 0.21% -565 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,703 shares; 2024Q3: 24,045 shares; 2024Q4: 35,767 shares; 2025Q1: not reported; 2025Q2: 130,023 shares; 2025Q3: 108,302 shares; 2025Q4: 135,861 shares; 2026Q1: 104,084 shares 104,084 $2.92M 0.21% -31,777 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; 2024Q2: 47,413 shares; 2024Q3: 47,782 shares; 2024Q4: 69,705 shares; 2025Q1: 42,033 shares; 2025Q2: 45,741 shares; 2025Q3: 40,439 shares; 2025Q4: 45,762 shares; 2026Q1: 37,725 shares 37,725 $2.91M 0.21% -8,037 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,876 shares 274,876 $2.89M 0.21% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,552 shares; 2024Q3: 40,598 shares; 2024Q4: 40,361 shares; 2025Q1: 3,255 shares; 2025Q2: 40,203 shares; 2025Q3: 3,222 shares; 2025Q4: 41,234 shares; 2026Q1: 40,692 shares 40,692 $2.86M 0.21% -542 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,331 shares 251,331 $2.84M 0.21% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,748 shares; 2024Q3: 37,303 shares; 2024Q4: 38,388 shares; 2025Q1: not reported; 2025Q2: 36,298 shares; 2025Q3: not reported; 2025Q4: 36,361 shares; 2026Q1: 35,794 shares 35,794 $2.82M 0.2% -567 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; 2024Q2: 3,349 shares; 2024Q3: 2,800 shares; 2024Q4: 2,808 shares; 2025Q1: 1,327 shares; 2025Q2: 2,802 shares; 2025Q3: 1,330 shares; 2025Q4: 2,735 shares; 2026Q1: 2,829 shares 2,829 $2.82M 0.2% +94 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 11,590 shares; 2024Q4: 42,818 shares; 2025Q1: 49,234 shares; 2025Q2: 71,008 shares; 2025Q3: 110,260 shares; 2025Q4: 111,424 shares; 2026Q1: 123,651 shares 123,651 $2.71M 0.2% +12,227 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,237 shares; 2024Q3: 1,071 shares; 2024Q4: 2,840 shares; 2025Q1: 3,528 shares; 2025Q2: 3,886 shares; 2025Q3: 3,742 shares; 2025Q4: 3,176 shares; 2026Q1: 13,542 shares 13,542 $2.68M 0.19% +10,366 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 151,130 shares; 2024Q3: 151,611 shares; 2024Q4: 151,794 shares; 2025Q1: 152,970 shares; 2025Q2: 153,392 shares; 2025Q3: 152,246 shares; 2025Q4: 153,995 shares; 2026Q1: 155,156 shares 155,156 $2.67M 0.19% +1,161 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,969 shares; 2024Q3: 18,719 shares; 2024Q4: 18,824 shares; 2025Q1: 18,317 shares; 2025Q2: 18,393 shares; 2025Q3: 18,284 shares; 2025Q4: 18,373 shares; 2026Q1: 18,870 shares 18,870 $2.67M 0.19% +497 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; 2024Q2: 3,063 shares; 2024Q3: 3,046 shares; 2024Q4: 2,869 shares; 2025Q1: 2,298 shares; 2025Q2: 2,852 shares; 2025Q3: 1,836 shares; 2025Q4: 3,154 shares; 2026Q1: 3,012 shares 3,012 $2.55M 0.19% -142 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,798 shares; 2024Q3: 34,462 shares; 2024Q4: 30,244 shares; 2025Q1: 23,112 shares; 2025Q2: 34,508 shares; 2025Q3: 68,951 shares; 2025Q4: 42,076 shares; 2026Q1: 87,196 shares 87,196 $2.5M 0.18% +45,120 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,892 shares; 2024Q3: 13,939 shares; 2024Q4: 11,873 shares; 2025Q1: 14,170 shares; 2025Q2: 16,380 shares; 2025Q3: 13,280 shares; 2025Q4: 16,428 shares; 2026Q1: 15,866 shares 15,866 $2.42M 0.18% -562 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; 2024Q2: 360 shares; 2024Q3: 430 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,787 shares 1,787 $2.36M 0.17% -112 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; 2024Q2: 34,413 shares; 2024Q3: 36,078 shares; 2024Q4: 38,307 shares; 2025Q1: 33,500 shares; 2025Q2: 33,413 shares; 2025Q3: 32,882 shares; 2025Q4: 30,750 shares; 2026Q1: 32,858 shares 32,858 $2.35M 0.17% +2,108 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,412 shares; 2025Q2: 41,198 shares; 2025Q3: 27,227 shares; 2025Q4: 42,720 shares; 2026Q1: 42,713 shares 42,713 $2.31M 0.17% -7 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; 2024Q2: 9,502 shares; 2024Q3: 8,464 shares; 2024Q4: 8,558 shares; 2025Q1: 5,395 shares; 2025Q2: 9,753 shares; 2025Q3: 4,803 shares; 2025Q4: 8,619 shares; 2026Q1: 7,847 shares 7,847 $2.31M 0.17% -772 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; 2024Q2: 9,091 shares; 2024Q3: 4,858 shares; 2024Q4: 4,343 shares; 2025Q1: not reported; 2025Q2: 38,648 shares; 2025Q3: 47,189 shares; 2025Q4: 48,939 shares; 2026Q1: 45,423 shares 45,423 $2.3M 0.17% -3,516 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,847 shares; 2024Q3: 5,011 shares; 2024Q4: 5,643 shares; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 17,794 shares; 2025Q4: 23,155 shares; 2026Q1: 24,477 shares 24,477 $2.28M 0.17% +1,322 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,440 shares; 2024Q3: 4,691 shares; 2024Q4: 5,069 shares; 2025Q1: 4,021 shares; 2025Q2: 6,628 shares; 2025Q3: 4,161 shares; 2025Q4: 5,865 shares; 2026Q1: 6,098 shares 6,098 $2.27M 0.16% +233 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,584 shares; 2024Q3: 5,252 shares; 2024Q4: 5,263 shares; 2025Q1: not reported; 2025Q2: 6,155 shares; 2025Q3: 1,526 shares; 2025Q4: 6,989 shares; 2026Q1: 7,493 shares 7,493 $2.24M 0.16% +504 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; 2024Q2: 3,939 shares; 2024Q3: 3,953 shares; 2024Q4: 3,967 shares; 2025Q1: 3,889 shares; 2025Q2: 4,681 shares; 2025Q3: 4,594 shares; 2025Q4: 4,852 shares; 2026Q1: 4,827 shares 4,827 $2.24M 0.16% -25 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,629 shares; 2026Q1: 24,300 shares 24,300 $2.21M 0.16% -1,329 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,462 shares; 2024Q3: 32,096 shares; 2024Q4: 33,680 shares; 2025Q1: 30,391 shares; 2025Q2: 33,162 shares; 2025Q3: 30,487 shares; 2025Q4: 33,111 shares; 2026Q1: 32,560 shares 32,560 $2.2M 0.16% -551 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,532 shares; 2026Q1: 34,174 shares 34,174 $2.14M 0.16% -358 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 268 shares; 2024Q3: 423 shares; 2024Q4: 414 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 265 shares; 2025Q4: 626 shares; 2026Q1: 497 shares 497 $2.09M 0.15% -129 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,981 shares; 2024Q3: 31,867 shares; 2024Q4: 88,260 shares; 2025Q1: 106,657 shares; 2025Q2: 104,929 shares; 2025Q3: 102,584 shares; 2025Q4: 103,861 shares; 2026Q1: 91,393 shares 91,393 $2.04M 0.15% -12,468 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 53,023 shares; 2024Q3: 46,489 shares; 2024Q4: 41,686 shares; 2025Q1: not reported; 2025Q2: 41,099 shares; 2025Q3: not reported; 2025Q4: 43,686 shares; 2026Q1: 43,879 shares 43,879 $2.03M 0.15% +193 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,547 shares; 2024Q3: 9,362 shares; 2024Q4: 16,143 shares; 2025Q1: 15,569 shares; 2025Q2: 21,257 shares; 2025Q3: 18,497 shares; 2025Q4: 12,592 shares; 2026Q1: 20,716 shares 20,716 $2M 0.15% +8,124 Timeline BSCU 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,156 shares; 2026Q1: 119,184 shares 119,184 $1.99M 0.14% +2,028 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; 2024Q2: not reported; 2024Q3: 10,142 shares; 2024Q4: 12,996 shares; 2025Q1: 10,142 shares; 2025Q2: 72,014 shares; 2025Q3: 10,142 shares; 2025Q4: 105,023 shares; 2026Q1: 99,759 shares 99,759 $1.96M 0.14% -5,264 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: not reported; 2025Q4: 4,810 shares; 2026Q1: 27,827 shares 27,827 $1.93M 0.14% +23,017 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; 2024Q2: 1,258 shares; 2024Q3: 1,256 shares; 2024Q4: 2,285 shares; 2025Q1: 1,894 shares; 2025Q2: 3,463 shares; 2025Q3: 422 shares; 2025Q4: 2,983 shares; 2026Q1: 3,147 shares 3,147 $1.9M 0.14% +164 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,496 shares; 2025Q3: 32,412 shares; 2025Q4: 35,456 shares; 2026Q1: 38,416 shares 38,416 $1.88M 0.14% +2,960 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,559 shares; 2024Q3: 9,514 shares; 2024Q4: 29,360 shares; 2025Q1: 27,002 shares; 2025Q2: 47,814 shares; 2025Q3: 37,353 shares; 2025Q4: 27,244 shares; 2026Q1: 50,508 shares 50,508 $1.88M 0.14% +23,264 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; 2024Q2: 6,356 shares; 2024Q3: 10,570 shares; 2024Q4: 28,601 shares; 2025Q1: 7,503 shares; 2025Q2: 14,515 shares; 2025Q3: 7,172 shares; 2025Q4: 14,052 shares; 2026Q1: 12,671 shares 12,671 $1.88M 0.14% -1,381 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; 2024Q2: 10,183 shares; 2024Q3: 12,240 shares; 2024Q4: 13,097 shares; 2025Q1: 13,040 shares; 2025Q2: 20,895 shares; 2025Q3: 11,070 shares; 2025Q4: 23,499 shares; 2026Q1: 25,250 shares 25,250 $1.86M 0.14% +1,751 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,564 shares; 2024Q3: 66,736 shares; 2024Q4: 77,459 shares; 2025Q1: 97,742 shares; 2025Q2: 97,110 shares; 2025Q3: 95,401 shares; 2025Q4: 96,127 shares; 2026Q1: 83,036 shares 83,036 $1.86M 0.14% -13,091 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; 2024Q2: 16,183 shares; 2024Q3: 15,131 shares; 2024Q4: 15,648 shares; 2025Q1: 16,551 shares; 2025Q2: 15,796 shares; 2025Q3: 14,596 shares; 2025Q4: 14,709 shares; 2026Q1: 14,813 shares 14,813 $1.86M 0.13% +104 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,839 shares; 2026Q1: 11,383 shares 11,383 $1.85M 0.13% +544 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 129,916 shares; 2024Q3: 143,686 shares; 2024Q4: 90,678 shares; 2025Q1: 151,950 shares; 2025Q2: 138,124 shares; 2025Q3: 121,741 shares; 2025Q4: 131,203 shares; 2026Q1: 122,823 shares 122,823 $1.84M 0.13% -8,380 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,744 shares; 2024Q3: 25,182 shares; 2024Q4: 26,669 shares; 2025Q1: 28,418 shares; 2025Q2: 27,342 shares; 2025Q3: 30,261 shares; 2025Q4: 32,544 shares; 2026Q1: 38,079 shares 38,079 $1.83M 0.13% +5,535 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,234 shares; 2025Q1: 58,845 shares; 2025Q2: 59,611 shares; 2025Q3: 67,083 shares; 2025Q4: 68,339 shares; 2026Q1: 82,436 shares 82,436 $1.8M 0.13% +14,097 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,052 shares; 2024Q3: 7,698 shares; 2024Q4: 7,937 shares; 2025Q1: 5,271 shares; 2025Q2: 7,903 shares; 2025Q3: 2,432 shares; 2025Q4: 5,417 shares; 2026Q1: 5,880 shares 5,880 $1.78M 0.13% +463 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; 2024Q2: 15,207 shares; 2024Q3: 14,776 shares; 2024Q4: 14,427 shares; 2025Q1: 7,830 shares; 2025Q2: 14,690 shares; 2025Q3: 7,210 shares; 2025Q4: 13,847 shares; 2026Q1: 12,263 shares 12,263 $1.77M 0.13% -1,584 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,539 shares; 2025Q1: not reported; 2025Q2: 29,345 shares; 2025Q3: not reported; 2025Q4: 36,820 shares; 2026Q1: 36,902 shares 36,902 $1.72M 0.12% +82 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,322 shares; 2024Q3: 17,396 shares; 2024Q4: 17,459 shares; 2025Q1: 17,512 shares; 2025Q2: 17,453 shares; 2025Q3: 17,511 shares; 2025Q4: 17,582 shares; 2026Q1: 17,630 shares 17,630 $1.71M 0.12% +48 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; 2024Q2: 4,557 shares; 2024Q3: 4,089 shares; 2024Q4: 4,069 shares; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 8,766 shares; 2025Q4: 12,660 shares; 2026Q1: 13,017 shares 13,017 $1.71M 0.12% +357 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,355 shares; 2024Q3: 35,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,476 shares 67,476 $1.7M 0.12% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,236 shares; 2025Q1: 6,880 shares; 2025Q2: 7,271 shares; 2025Q3: 46,416 shares; 2025Q4: 36,343 shares; 2026Q1: 61,626 shares 61,626 $1.68M 0.12% +25,283 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,118 shares 17,118 $1.67M 0.12% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,999 shares; 2024Q3: 7,866 shares; 2024Q4: 7,585 shares; 2025Q1: not reported; 2025Q2: 7,032 shares; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 6,663 shares 6,663 $1.66M 0.12% -511 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,743 shares; 2024Q3: 18,193 shares; 2024Q4: 18,407 shares; 2025Q1: 17,978 shares; 2025Q2: 20,784 shares; 2025Q3: 22,353 shares; 2025Q4: 23,607 shares; 2026Q1: 24,117 shares 24,117 $1.65M 0.12% +510 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,260 shares; 2024Q3: 13,236 shares; 2024Q4: 13,630 shares; 2025Q1: 17,220 shares; 2025Q2: 14,372 shares; 2025Q3: 15,631 shares; 2025Q4: 16,991 shares; 2026Q1: 16,481 shares 16,481 $1.61M 0.12% -510 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,413 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,039 shares; 2025Q4: 32,566 shares; 2026Q1: 28,737 shares 28,737 $1.59M 0.12% -3,829 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; 2024Q2: not reported; 2024Q3: 13,508 shares; 2024Q4: 10,984 shares; 2025Q1: 26,435 shares; 2025Q2: 22,543 shares; 2025Q3: 25,988 shares; 2025Q4: 29,851 shares; 2026Q1: 31,206 shares 31,206 $1.57M 0.11% +1,355 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; 2024Q2: 19,205 shares; 2024Q3: 18,240 shares; 2024Q4: 31,769 shares; 2025Q1: 18,366 shares; 2025Q2: 31,360 shares; 2025Q3: 18,039 shares; 2025Q4: 30,459 shares; 2026Q1: 20,348 shares 20,348 $1.55M 0.11% -10,111 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,003 shares; 2024Q3: 976 shares; 2024Q4: 2,531 shares; 2025Q1: 1,000 shares; 2025Q2: 3,779 shares; 2025Q3: 1,014 shares; 2025Q4: 3,846 shares; 2026Q1: 3,610 shares 3,610 $1.54M 0.11% -236 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,268 shares; 2025Q2: 27,011 shares; 2025Q3: 27,744 shares; 2025Q4: 29,740 shares; 2026Q1: 28,786 shares 28,786 $1.51M 0.11% -954 Timeline ICLO 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,616 shares; 2026Q1: 58,356 shares 58,356 $1.49M 0.11% +47,740 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,447 shares; 2026Q1: 61,894 shares 61,894 $1.45M 0.11% +2,447 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,406 shares; 2025Q2: 26,449 shares; 2025Q3: 12,892 shares; 2025Q4: 30,589 shares; 2026Q1: 28,577 shares 28,577 $1.37M 0.1% -2,012 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; 2024Q2: not reported; 2024Q3: 11,486 shares; 2024Q4: 11,486 shares; 2025Q1: not reported; 2025Q2: 15,101 shares; 2025Q3: not reported; 2025Q4: 26,916 shares; 2026Q1: 40,343 shares 40,343 $1.36M 0.1% +13,427 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 4,028 shares 4,028 $1.36M 0.1% +2,475 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,336 shares; 2024Q3: 14,707 shares; 2024Q4: 14,852 shares; 2025Q1: 14,384 shares; 2025Q2: 16,189 shares; 2025Q3: 9,720 shares; 2025Q4: 9,624 shares; 2026Q1: 9,821 shares 9,821 $1.36M 0.1% +197 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; 2024Q2: 7,047 shares; 2024Q3: 6,598 shares; 2024Q4: 6,317 shares; 2025Q1: 2,562 shares; 2025Q2: 6,847 shares; 2025Q3: 1,120 shares; 2025Q4: 4,512 shares; 2026Q1: 4,104 shares 4,104 $1.35M 0.1% -408 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; 2024Q2: 3,360 shares; 2024Q3: 3,251 shares; 2024Q4: 5,860 shares; 2025Q1: 4,559 shares; 2025Q2: 5,551 shares; 2025Q3: 3,683 shares; 2025Q4: 5,093 shares; 2026Q1: 4,364 shares 4,364 $1.32M 0.1% -729 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,347 shares; 2024Q3: 28,099 shares; 2024Q4: 11,705 shares; 2025Q1: 7,571 shares; 2025Q2: 9,320 shares; 2025Q3: 11,217 shares; 2025Q4: 14,897 shares; 2026Q1: 9,048 shares 9,048 $1.26M 0.09% -5,849 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,206 shares; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 939 shares; 2025Q2: 2,090 shares; 2025Q3: 4,526 shares; 2025Q4: 5,157 shares; 2026Q1: 5,479 shares 5,479 $1.26M 0.09% +322 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,103 shares; 2025Q3: 51,488 shares; 2025Q4: 55,640 shares; 2026Q1: 24,620 shares 24,620 $1.25M 0.09% -31,020 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,894 shares; 2025Q1: 15,578 shares; 2025Q2: 20,177 shares; 2025Q3: 18,556 shares; 2025Q4: 27,207 shares; 2026Q1: 32,348 shares 32,348 $1.24M 0.09% +5,141 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; 2024Q2: 4,784 shares; 2024Q3: 4,134 shares; 2024Q4: 4,120 shares; 2025Q1: 2,148 shares; 2025Q2: 5,207 shares; 2025Q3: 2,937 shares; 2025Q4: 5,221 shares; 2026Q1: 6,090 shares 6,090 $1.24M 0.09% +869 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,074 shares; 2024Q3: 4,362 shares; 2024Q4: 4,621 shares; 2025Q1: 4,482 shares; 2025Q2: 4,857 shares; 2025Q3: 4,264 shares; 2025Q4: 4,243 shares; 2026Q1: 4,294 shares 4,294 $1.22M 0.09% +51 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,016 shares; 2024Q3: 12,084 shares; 2024Q4: 12,084 shares; 2025Q1: 12,067 shares; 2025Q2: 11,484 shares; 2025Q3: 11,700 shares; 2025Q4: 11,657 shares; 2026Q1: 11,704 shares 11,704 $1.17M 0.09% +47 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,117 shares; 2024Q3: 8,117 shares; 2024Q4: 8,135 shares; 2025Q1: 3,872 shares; 2025Q2: 6,402 shares; 2025Q3: 3,897 shares; 2025Q4: 12,003 shares; 2026Q1: 12,004 shares 12,004 $1.17M 0.08% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,253 shares; 2024Q3: 21,079 shares; 2024Q4: 25,796 shares; 2025Q1: 20,606 shares; 2025Q2: 25,997 shares; 2025Q3: 24,519 shares; 2025Q4: 29,960 shares; 2026Q1: 30,404 shares 30,404 $1.15M 0.08% +444 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,658 shares; 2025Q4: 10,606 shares; 2026Q1: 11,394 shares 11,394 $1.15M 0.08% +788 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,628 shares; 2025Q1: 5,135 shares; 2025Q2: 6,898 shares; 2025Q3: 6,313 shares; 2025Q4: 3,203 shares; 2026Q1: 7,818 shares 7,818 $1.13M 0.08% +4,615 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,598 shares; 2025Q4: 4,744 shares; 2026Q1: 5,355 shares 5,355 $1.11M 0.08% +611 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 405 shares; 2024Q3: 406 shares; 2024Q4: 623 shares; 2025Q1: 205 shares; 2025Q2: 777 shares; 2025Q3: 175 shares; 2025Q4: 849 shares; 2026Q1: 642 shares 642 $1.11M 0.08% -207 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 19,874 shares; 2025Q1: not reported; 2025Q2: 21,305 shares; 2025Q3: not reported; 2025Q4: 19,241 shares; 2026Q1: 15,372 shares 15,372 $1.11M 0.08% -3,869 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,810 shares; 2024Q3: 7,962 shares; 2024Q4: 8,006 shares; 2025Q1: not reported; 2025Q2: 16,907 shares; 2025Q3: not reported; 2025Q4: 23,064 shares; 2026Q1: 23,929 shares 23,929 $1.1M 0.08% +865 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,613 shares; 2024Q3: 1,390 shares; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 1,531 shares 1,531 $1.08M 0.08% +27 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,997 shares; 2026Q1: 57,645 shares 57,645 $1.08M 0.08% +648 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,010 shares; 2024Q3: 9,019 shares; 2024Q4: 13,328 shares; 2025Q1: 14,949 shares; 2025Q2: 21,448 shares; 2025Q3: 4,003 shares; 2025Q4: 6,329 shares; 2026Q1: 6,890 shares 6,890 $1.07M 0.08% +561 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,427 shares; 2026Q1: 21,313 shares 21,313 $1.07M 0.08% +4,886 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,809 shares; 2024Q3: 18,393 shares; 2024Q4: 17,989 shares; 2025Q1: 15,641 shares; 2025Q2: 18,099 shares; 2025Q3: 14,821 shares; 2025Q4: 16,639 shares; 2026Q1: 10,155 shares 10,155 $1.04M 0.08% -6,484 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,163 shares; 2024Q3: 4,760 shares; 2024Q4: 4,811 shares; 2025Q1: not reported; 2025Q2: 5,034 shares; 2025Q3: 5,532 shares; 2025Q4: 10,395 shares; 2026Q1: 10,466 shares 10,466 $1.04M 0.08% +71 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; 2024Q2: 22,922 shares; 2024Q3: 12,356 shares; 2024Q4: 12,475 shares; 2025Q1: 11,543 shares; 2025Q2: 13,834 shares; 2025Q3: 12,757 shares; 2025Q4: 22,259 shares; 2026Q1: 20,563 shares 20,563 $1.03M 0.07% -1,696 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,610 shares; 2024Q3: 7,610 shares; 2024Q4: 7,171 shares; 2025Q1: not reported; 2025Q2: 10,113 shares; 2025Q3: not reported; 2025Q4: 12,946 shares; 2026Q1: 22,495 shares 22,495 $1.02M 0.07% +9,549 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; 2024Q2: 17,081 shares; 2024Q3: 16,092 shares; 2024Q4: 15,378 shares; 2025Q1: 8,637 shares; 2025Q2: 18,252 shares; 2025Q3: 9,953 shares; 2025Q4: 16,809 shares; 2026Q1: 15,469 shares 15,469 $1.02M 0.07% -1,340 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; 2024Q2: 5,461 shares; 2024Q3: 5,467 shares; 2024Q4: 5,283 shares; 2025Q1: 3,664 shares; 2025Q2: 5,935 shares; 2025Q3: 4,007 shares; 2025Q4: 5,952 shares; 2026Q1: 6,062 shares 6,062 $1M 0.07% +110 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,910 shares; 2024Q3: 25,544 shares; 2024Q4: 28,949 shares; 2025Q1: 26,442 shares; 2025Q2: 32,303 shares; 2025Q3: 4,540 shares; 2025Q4: 10,157 shares; 2026Q1: 10,280 shares 10,280 $992K 0.07% +123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,620 shares; 2024Q3: 9,927 shares; 2024Q4: 10,002 shares; 2025Q1: 7,730 shares; 2025Q2: 10,771 shares; 2025Q3: 7,947 shares; 2025Q4: 8,443 shares; 2026Q1: 8,739 shares 8,739 $991K 0.07% +296 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,230 shares; 2024Q3: 4,500 shares; 2024Q4: 3,832 shares; 2025Q1: 3,716 shares; 2025Q2: 5,097 shares; 2025Q3: 4,310 shares; 2025Q4: 4,376 shares; 2026Q1: 4,997 shares 4,997 $991K 0.07% +621 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $981K 0.07% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,351 shares; 2025Q2: 8,367 shares; 2025Q3: 8,367 shares; 2025Q4: 8,478 shares; 2026Q1: 8,478 shares 8,478 $974K 0.07% 0 Timeline BSJR 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,110 shares; 2025Q1: not reported; 2025Q2: 23,216 shares; 2025Q3: not reported; 2025Q4: 42,067 shares; 2026Q1: 42,385 shares 42,385 $948K 0.07% +318 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,210 shares; 2024Q3: 5,404 shares; 2024Q4: 5,336 shares; 2025Q1: not reported; 2025Q2: 4,970 shares; 2025Q3: not reported; 2025Q4: 5,011 shares; 2026Q1: 5,081 shares 5,081 $936K 0.07% +70 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; 2024Q2: 3,033 shares; 2024Q3: 3,059 shares; 2024Q4: 3,115 shares; 2025Q1: 3,707 shares; 2025Q2: 3,380 shares; 2025Q3: 2,991 shares; 2025Q4: 2,467 shares; 2026Q1: 2,763 shares 2,763 $934K 0.07% +296 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; 2024Q2: 10,852 shares; 2024Q3: 11,398 shares; 2024Q4: 9,706 shares; 2025Q1: 9,657 shares; 2025Q2: 10,331 shares; 2025Q3: 6,321 shares; 2025Q4: 14,624 shares; 2026Q1: 15,081 shares 15,081 $924K 0.07% +457 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,462 shares; 2025Q1: 3,852 shares; 2025Q2: 7,747 shares; 2025Q3: 3,079 shares; 2025Q4: 6,615 shares; 2026Q1: 6,315 shares 6,315 $924K 0.07% -300 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,326 shares; 2024Q3: 38,878 shares; 2024Q4: 33,250 shares; 2025Q1: 53,788 shares; 2025Q2: 54,649 shares; 2025Q3: 52,998 shares; 2025Q4: 30,291 shares; 2026Q1: 31,247 shares 31,247 $921K 0.07% +956 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 207,768 shares; 2024Q3: 217,240 shares; 2024Q4: 225,694 shares; 2025Q1: 97,466 shares; 2025Q2: 240,710 shares; 2025Q3: 112,721 shares; 2025Q4: 262,375 shares; 2026Q1: 9,857 shares 9,857 $910K 0.07% -252,518 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,296 shares 1,296 $904K 0.07% -27 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,707 shares; 2024Q3: 3,717 shares; 2024Q4: 3,646 shares; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: not reported; 2025Q4: 3,728 shares; 2026Q1: 4,099 shares 4,099 $888K 0.06% +371 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,926 shares; 2024Q3: 4,848 shares; 2024Q4: 11,997 shares; 2025Q1: 8,172 shares; 2025Q2: 5,336 shares; 2025Q3: not reported; 2025Q4: 4,367 shares; 2026Q1: 4,544 shares 4,544 $876K 0.06% +177 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,165 shares 4,165 $871K 0.06% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,831 shares; 2026Q1: 11,260 shares 11,260 $858K 0.06% +429 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,319 shares; 2024Q3: 2,320 shares; 2024Q4: 2,964 shares; 2025Q1: 2,941 shares; 2025Q2: 2,997 shares; 2025Q3: 2,971 shares; 2025Q4: 3,003 shares; 2026Q1: 3,396 shares 3,396 $842K 0.06% +393 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; 2024Q2: 2,485 shares; 2024Q3: 2,560 shares; 2024Q4: 5,292 shares; 2025Q1: 2,171 shares; 2025Q2: 5,372 shares; 2025Q3: 2,181 shares; 2025Q4: 5,346 shares; 2026Q1: 5,235 shares 5,235 $839K 0.06% -111 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,690 shares; 2024Q3: 8,473 shares; 2024Q4: 5,705 shares; 2025Q1: 824 shares; 2025Q2: 7,260 shares; 2025Q3: not reported; 2025Q4: 5,638 shares; 2026Q1: 4,436 shares 4,436 $828K 0.06% -1,202 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,649 shares; 2025Q3: 44,661 shares; 2025Q4: 44,735 shares; 2026Q1: 39,496 shares 39,496 $827K 0.06% -5,239 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,667 shares; 2024Q3: 6,667 shares; 2024Q4: 6,691 shares; 2025Q1: 5,639 shares; 2025Q2: 8,350 shares; 2025Q3: 5,620 shares; 2025Q4: 5,847 shares; 2026Q1: 5,962 shares 5,962 $811K 0.06% +115 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,854 shares 49,854 $801K 0.06% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,570 shares; 2024Q3: 13,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,685 shares; 2025Q3: 11,269 shares; 2025Q4: 11,800 shares; 2026Q1: 13,053 shares 13,053 $801K 0.06% +1,253 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,731 shares; 2024Q3: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 7,014 shares; 2025Q2: 7,145 shares; 2025Q3: 5,046 shares; 2025Q4: 5,864 shares; 2026Q1: 5,429 shares 5,429 $799K 0.06% -435 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,862 shares; 2025Q3: not reported; 2025Q4: 7,665 shares; 2026Q1: 11,702 shares 11,702 $797K 0.06% +4,037 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,855 shares; 2024Q3: 6,719 shares; 2024Q4: 6,752 shares; 2025Q1: 6,778 shares; 2025Q2: 5,139 shares; 2025Q3: 5,167 shares; 2025Q4: 5,206 shares; 2026Q1: 5,233 shares 5,233 $792K 0.06% +27 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; 2024Q2: 4,992 shares; 2024Q3: 4,188 shares; 2024Q4: 4,190 shares; 2025Q1: 4,170 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 5,195 shares; 2026Q1: 10,498 shares 10,498 $788K 0.06% +5,303 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,979 shares; 2024Q3: 6,979 shares; 2024Q4: 7,212 shares; 2025Q1: 7,031 shares; 2025Q2: 7,528 shares; 2025Q3: 6,922 shares; 2025Q4: 10,670 shares; 2026Q1: 11,204 shares 11,204 $782K 0.06% +534 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,183 shares; 2025Q3: not reported; 2025Q4: 14,715 shares; 2026Q1: 15,295 shares 15,295 $776K 0.06% +580 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 88,886 shares; 2024Q3: 88,886 shares; 2024Q4: 88,886 shares; 2025Q1: 88,886 shares; 2025Q2: 88,886 shares; 2025Q3: 88,886 shares; 2025Q4: 88,886 shares; 2026Q1: 88,886 shares 88,886 $770K 0.06% 0 Timeline BSV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,979 shares; 2025Q3: not reported; 2025Q4: 11,705 shares; 2026Q1: 9,810 shares 9,810 $769K 0.06% -1,895 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,862 shares; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 7,998 shares; 2025Q3: 7,855 shares; 2025Q4: 8,482 shares; 2026Q1: 9,115 shares 9,115 $754K 0.05% +633 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,325 shares; 2024Q3: 12,343 shares; 2024Q4: 12,444 shares; 2025Q1: not reported; 2025Q2: 13,470 shares; 2025Q3: not reported; 2025Q4: 13,233 shares; 2026Q1: 13,290 shares 13,290 $753K 0.05% +57 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; 2024Q2: 2,913 shares; 2024Q3: 2,774 shares; 2024Q4: 2,714 shares; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: not reported; 2025Q4: 4,904 shares; 2026Q1: 8,333 shares 8,333 $753K 0.05% +3,429 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,138 shares; 2024Q3: 3,154 shares; 2024Q4: 3,171 shares; 2025Q1: 3,043 shares; 2025Q2: 2,930 shares; 2025Q3: 2,768 shares; 2025Q4: 3,474 shares; 2026Q1: 3,398 shares 3,398 $726K 0.05% -76 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,707 shares; 2026Q1: 2,457 shares 2,457 $725K 0.05% +750 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,490 shares; 2025Q2: 3,363 shares; 2025Q3: 3,032 shares; 2025Q4: 3,039 shares; 2026Q1: 2,838 shares 2,838 $711K 0.05% -201 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,072 shares; 2025Q4: 3,382 shares; 2026Q1: 3,306 shares 3,306 $706K 0.05% -76 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,497 shares; 2024Q3: 12,406 shares; 2024Q4: 12,338 shares; 2025Q1: 12,488 shares; 2025Q2: 12,669 shares; 2025Q3: 12,572 shares; 2025Q4: 8,512 shares; 2026Q1: 8,805 shares 8,805 $705K 0.05% +293 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,568 shares; 2024Q3: 7,568 shares; 2024Q4: 10,754 shares; 2025Q1: not reported; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,686 shares; 2026Q1: 12,735 shares 12,735 $689K 0.05% +2,049 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares 7,950 $675K 0.05% 0 Timeline BKLN 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,672 shares; 2026Q1: 32,884 shares 32,884 $671K 0.05% +14,212 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; 2024Q2: 12,007 shares; 2024Q3: 11,996 shares; 2024Q4: 12,600 shares; 2025Q1: 7,518 shares; 2025Q2: 13,187 shares; 2025Q3: 8,118 shares; 2025Q4: 14,043 shares; 2026Q1: 13,666 shares 13,666 $666K 0.05% -377 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,215 shares; 2024Q3: 4,472 shares; 2024Q4: 2,760 shares; 2025Q1: 1,014 shares; 2025Q2: 1,814 shares; 2025Q3: 880 shares; 2025Q4: 1,827 shares; 2026Q1: 1,863 shares 1,863 $656K 0.05% +36 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 111,390 shares; 2025Q1: not reported; 2025Q2: 10,924 shares; 2025Q3: not reported; 2025Q4: 11,780 shares; 2026Q1: 10,925 shares 10,925 $651K 0.05% -855 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,584 shares; 2024Q3: 2,479 shares; 2024Q4: 1,895 shares; 2025Q1: 1,884 shares; 2025Q2: 2,592 shares; 2025Q3: 1,984 shares; 2025Q4: 2,647 shares; 2026Q1: 3,249 shares 3,249 $647K 0.05% +602 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,154 shares; 2024Q3: 1,157 shares; 2024Q4: 1,285 shares; 2025Q1: 1,162 shares; 2025Q2: 1,288 shares; 2025Q3: 1,205 shares; 2025Q4: 1,249 shares; 2026Q1: 1,195 shares 1,195 $643K 0.05% -54 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; 2024Q2: 6,097 shares; 2024Q3: 6,048 shares; 2024Q4: 4,847 shares; 2025Q1: not reported; 2025Q2: 7,793 shares; 2025Q3: not reported; 2025Q4: 8,167 shares; 2026Q1: 8,813 shares 8,813 $633K 0.05% +646 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; 2024Q2: 2,007 shares; 2024Q3: 3,204 shares; 2024Q4: 4,995 shares; 2025Q1: 2,245 shares; 2025Q2: 4,123 shares; 2025Q3: not reported; 2025Q4: 6,424 shares; 2026Q1: 6,356 shares 6,356 $625K 0.05% -68 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,967 shares; 2024Q3: 15,005 shares; 2024Q4: 14,177 shares; 2025Q1: 13,308 shares; 2025Q2: 13,344 shares; 2025Q3: 12,328 shares; 2025Q4: 12,197 shares; 2026Q1: 8,797 shares 8,797 $624K 0.05% -3,400 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,340 shares; 2024Q3: 6,484 shares; 2024Q4: 7,041 shares; 2025Q1: 4,576 shares; 2025Q2: 5,115 shares; 2025Q3: 3,848 shares; 2025Q4: 5,020 shares; 2026Q1: 5,419 shares 5,419 $623K 0.05% +399 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,385 shares; 2024Q3: 1,233 shares; 2024Q4: 1,131 shares; 2025Q1: 1,018 shares; 2025Q2: 3,473 shares; 2025Q3: 2,639 shares; 2025Q4: 2,787 shares; 2026Q1: 2,558 shares 2,558 $622K 0.05% -229 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,967 shares; 2024Q3: 5,967 shares; 2024Q4: 5,978 shares; 2025Q1: 7,505 shares; 2025Q2: 7,607 shares; 2025Q3: 7,670 shares; 2025Q4: 7,982 shares; 2026Q1: 8,220 shares 8,220 $621K 0.05% +238 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,032 shares; 2024Q3: 10,817 shares; 2024Q4: 11,155 shares; 2025Q1: 11,797 shares; 2025Q2: 11,800 shares; 2025Q3: 6,308 shares; 2025Q4: 5,618 shares; 2026Q1: 5,683 shares 5,683 $617K 0.04% +65 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,353 shares 2,353 $616K 0.04% -128 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,500 shares; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 10,000 shares; 2025Q2: 14,500 shares; 2025Q3: 10,000 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $610K 0.04% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,297 shares; 2024Q3: 15,362 shares; 2024Q4: 14,526 shares; 2025Q1: 14,584 shares; 2025Q2: 14,652 shares; 2025Q3: 13,546 shares; 2025Q4: 13,420 shares; 2026Q1: 12,589 shares 12,589 $610K 0.04% -831 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,606 shares; 2025Q4: 5,013 shares; 2026Q1: 5,017 shares 5,017 $606K 0.04% +4 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,533 shares; 2026Q1: 6,836 shares 6,836 $602K 0.04% +303 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,490 shares; 2024Q3: 10,490 shares; 2024Q4: 10,538 shares; 2025Q1: 10,538 shares; 2025Q2: 10,632 shares; 2025Q3: 10,598 shares; 2025Q4: 10,725 shares; 2026Q1: 13,058 shares 13,058 $596K 0.04% +2,333 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 458 shares; 2025Q4: 1,507 shares; 2026Q1: 1,509 shares 1,509 $589K 0.04% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,323 shares; 2024Q3: 4,880 shares; 2024Q4: 10,096 shares; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: not reported; 2025Q4: 4,284 shares; 2026Q1: 4,459 shares 4,459 $589K 0.04% +175 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,662 shares; 2024Q3: 3,662 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 4,022 shares; 2025Q3: 3,801 shares; 2025Q4: 6,049 shares; 2026Q1: 6,285 shares 6,285 $569K 0.04% +236 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,663 shares; 2025Q2: 25,096 shares; 2025Q3: 25,320 shares; 2025Q4: 26,112 shares; 2026Q1: 28,708 shares 28,708 $566K 0.04% +2,596 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,842 shares; 2026Q1: 4,089 shares 4,089 $566K 0.04% +247 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,020 shares; 2025Q3: 1,979 shares; 2025Q4: 1,965 shares; 2026Q1: 4,663 shares 4,663 $553K 0.04% +2,698 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,391 shares; 2025Q2: 10,451 shares; 2025Q3: 10,508 shares; 2025Q4: 10,580 shares; 2026Q1: 11,731 shares 11,731 $552K 0.04% +1,151 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,394 shares; 2024Q3: 3,835 shares; 2024Q4: 16,053 shares; 2025Q1: not reported; 2025Q2: 19,321 shares; 2025Q3: not reported; 2025Q4: 21,945 shares; 2026Q1: 21,452 shares 21,452 $550K 0.04% -493 Timeline BSJU 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,562 shares; 2026Q1: 21,043 shares 21,043 $542K 0.04% +1,481 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 469 shares; 2024Q3: 541 shares; 2024Q4: 484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $538K 0.04% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,067 shares; 2024Q3: 85,351 shares; 2024Q4: 95,859 shares; 2025Q1: not reported; 2025Q2: 59,202 shares; 2025Q3: not reported; 2025Q4: 18,215 shares; 2026Q1: 9,747 shares 9,747 $535K 0.04% -8,468 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; 2024Q2: 793 shares; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 973 shares; 2025Q4: 920 shares; 2026Q1: 865 shares 865 $534K 0.04% -55 Timeline BBJP 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; 2024Q2: 17,222 shares; 2024Q3: 10,022 shares; 2024Q4: 9,453 shares; 2025Q1: 6,231 shares; 2025Q2: 8,106 shares; 2025Q3: 4,122 shares; 2025Q4: 6,111 shares; 2026Q1: 7,601 shares 7,601 $524K 0.04% +1,490 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; 2024Q2: 12,631 shares; 2024Q3: 37,575 shares; 2024Q4: 40,310 shares; 2025Q1: not reported; 2025Q2: 41,167 shares; 2025Q3: not reported; 2025Q4: 41,142 shares; 2026Q1: 27,176 shares 27,176 $522K 0.04% -13,966 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: not reported; 2025Q2: 14,178 shares; 2025Q3: not reported; 2025Q4: 24,694 shares; 2026Q1: 25,463 shares 25,463 $520K 0.04% +769 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,234 shares; 2026Q1: 32,469 shares 32,469 $517K 0.04% -765 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,876 shares; 2025Q4: 12,066 shares; 2026Q1: 10,067 shares 10,067 $513K 0.04% -1,999 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares; 2026Q1: 11,038 shares 11,038 $512K 0.04% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,813 shares; 2025Q3: 24,034 shares; 2025Q4: 24,808 shares; 2026Q1: 24,947 shares 24,947 $509K 0.04% +139 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; 2024Q2: 5,514 shares; 2024Q3: 5,212 shares; 2024Q4: 13,458 shares; 2025Q1: 9,313 shares; 2025Q2: 15,945 shares; 2025Q3: 10,464 shares; 2025Q4: 11,575 shares; 2026Q1: 5,945 shares 5,945 $507K 0.04% -5,630 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 1,096 shares 1,096 $505K 0.04% +699 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,872 shares 5,872 $503K 0.04% new 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; 2024Q2: 1,657 shares; 2024Q3: 1,510 shares; 2024Q4: 1,523 shares; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: not reported; 2025Q4: 1,361 shares; 2026Q1: 1,404 shares 1,404 $502K 0.04% +43 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,338 shares; 2024Q3: 1,342 shares; 2024Q4: 1,345 shares; 2025Q1: 1,078 shares; 2025Q2: 1,369 shares; 2025Q3: 1,079 shares; 2025Q4: 1,399 shares; 2026Q1: 1,407 shares 1,407 $501K 0.04% +8 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,262 shares; 2024Q3: 9,375 shares; 2024Q4: 9,374 shares; 2025Q1: 9,425 shares; 2025Q2: 10,273 shares; 2025Q3: 9,820 shares; 2025Q4: 11,662 shares; 2026Q1: 11,750 shares 11,750 $500K 0.04% +88 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,534 shares; 2026Q1: 3,691 shares 3,691 $497K 0.04% +157 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,728 shares; 2024Q3: 2,317 shares; 2024Q4: 2,317 shares; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: not reported; 2025Q4: 2,499 shares; 2026Q1: 2,582 shares 2,582 $495K 0.04% +83 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; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 1,572 shares; 2025Q1: 1,783 shares; 2025Q2: 1,683 shares; 2025Q3: 1,725 shares; 2025Q4: 1,503 shares; 2026Q1: 1,673 shares 1,673 $494K 0.04% +170 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 314 shares; 2024Q3: 341 shares; 2024Q4: 391 shares; 2025Q1: 340 shares; 2025Q2: 656 shares; 2025Q3: 386 shares; 2025Q4: 813 shares; 2026Q1: 1,140 shares 1,140 $493K 0.04% +327 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,915 shares; 2024Q3: 4,833 shares; 2024Q4: 4,743 shares; 2025Q1: 4,789 shares; 2025Q2: 5,938 shares; 2025Q3: 4,236 shares; 2025Q4: 5,980 shares; 2026Q1: 6,137 shares 6,137 $489K 0.04% +157 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; 2024Q2: 11,661 shares; 2024Q3: 13,783 shares; 2024Q4: 14,399 shares; 2025Q1: 9,908 shares; 2025Q2: 10,039 shares; 2025Q3: 6,668 shares; 2025Q4: 6,838 shares; 2026Q1: 8,268 shares 8,268 $486K 0.04% +1,430 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; 2024Q2: not reported; 2024Q3: 3,505 shares; 2024Q4: 3,374 shares; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: not reported; 2025Q4: 3,305 shares; 2026Q1: 4,963 shares 4,963 $486K 0.04% +1,658 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,261 shares 1,261 $483K 0.04% +4 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 9,900 shares; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: 9,799 shares; 2025Q3: not reported; 2025Q4: 9,799 shares; 2026Q1: 9,774 shares 9,774 $483K 0.04% -25 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,410 shares; 2024Q3: 8,353 shares; 2024Q4: 9,548 shares; 2025Q1: 7,291 shares; 2025Q2: 9,701 shares; 2025Q3: 7,319 shares; 2025Q4: 7,495 shares; 2026Q1: 8,205 shares 8,205 $473K 0.03% +710 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,928 shares; 2024Q3: 11,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,870 shares; 2025Q3: not reported; 2025Q4: 9,920 shares; 2026Q1: 9,707 shares 9,707 $468K 0.03% -213 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: not reported; 2025Q4: 1,221 shares; 2026Q1: 1,355 shares 1,355 $468K 0.03% +134 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; 2024Q2: 10,465 shares; 2024Q3: 10,470 shares; 2024Q4: 11,609 shares; 2025Q1: 6,039 shares; 2025Q2: 11,683 shares; 2025Q3: 6,051 shares; 2025Q4: 10,341 shares; 2026Q1: 9,449 shares 9,449 $466K 0.03% -892 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 87,867 shares; 2024Q3: 68,666 shares; 2024Q4: 35,909 shares; 2025Q1: 45,547 shares; 2025Q2: 33,458 shares; 2025Q3: 16,701 shares; 2025Q4: 22,171 shares; 2026Q1: 20,335 shares 20,335 $466K 0.03% -1,836 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,263 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,432 shares; 2025Q4: 2,272 shares; 2026Q1: 2,228 shares 2,228 $463K 0.03% -44 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; 2024Q2: 2,480 shares; 2024Q3: 2,250 shares; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 1,923 shares 1,923 $454K 0.03% +285 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 874 shares; 2024Q3: 886 shares; 2024Q4: 915 shares; 2025Q1: 820 shares; 2025Q2: 905 shares; 2025Q3: 867 shares; 2025Q4: 853 shares; 2026Q1: 878 shares 878 $435K 0.03% +25 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,425 shares 3,425 $433K 0.03% new Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,960 shares; 2025Q1: 13,016 shares; 2025Q2: 13,099 shares; 2025Q3: 15,412 shares; 2025Q4: 15,524 shares; 2026Q1: 17,065 shares 17,065 $433K 0.03% +1,541 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,453 shares; 2024Q3: 15,970 shares; 2024Q4: 9,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,779 shares; 2026Q1: 10,779 shares 10,779 $428K 0.03% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 21,132 shares; 2024Q4: 20,934 shares; 2025Q1: 20,179 shares; 2025Q2: 20,217 shares; 2025Q3: 16,223 shares; 2025Q4: 17,461 shares; 2026Q1: 24,994 shares 24,994 $427K 0.03% +7,533 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,037 shares 17,037 $424K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,522 shares; 2024Q3: 10,488 shares; 2024Q4: 9,820 shares; 2025Q1: 6,038 shares; 2025Q2: 7,449 shares; 2025Q3: 5,496 shares; 2025Q4: 7,032 shares; 2026Q1: 7,916 shares 7,916 $418K 0.03% +884 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,539 shares; 2024Q4: 7,585 shares; 2025Q1: 4,855 shares; 2025Q2: 5,782 shares; 2025Q3: 4,901 shares; 2025Q4: 5,832 shares; 2026Q1: 7,350 shares 7,350 $416K 0.03% +1,518 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $415K 0.03% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,807 shares; 2024Q3: 3,987 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: not reported; 2025Q4: 4,850 shares; 2026Q1: 4,452 shares 4,452 $413K 0.03% -398 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,726 shares 7,726 $411K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,797 shares; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 2,067 shares; 2025Q4: 2,298 shares; 2026Q1: 2,478 shares 2,478 $408K 0.03% +180 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,178 shares; 2024Q3: 5,398 shares; 2024Q4: 5,417 shares; 2025Q1: 5,430 shares; 2025Q2: 5,475 shares; 2025Q3: 3,377 shares; 2025Q4: 3,421 shares; 2026Q1: 3,429 shares 3,429 $406K 0.03% +8 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,568 shares; 2024Q3: 30,530 shares; 2024Q4: 17,903 shares; 2025Q1: 20,748 shares; 2025Q2: 5,342 shares; 2025Q3: not reported; 2025Q4: 4,933 shares; 2026Q1: 4,643 shares 4,643 $402K 0.03% -290 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: 9,366 shares; 2025Q2: 10,824 shares; 2025Q3: 1,617 shares; 2025Q4: 2,539 shares; 2026Q1: 2,751 shares 2,751 $402K 0.03% +212 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,303 shares; 2025Q3: 3,777 shares; 2025Q4: 3,770 shares; 2026Q1: 4,900 shares 4,900 $401K 0.03% +1,130 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,683 shares; 2024Q3: 8,466 shares; 2024Q4: 8,466 shares; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: not reported; 2025Q4: 7,613 shares; 2026Q1: 7,614 shares 7,614 $400K 0.03% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,347 shares; 2024Q3: 3,087 shares; 2024Q4: 2,855 shares; 2025Q1: 2,795 shares; 2025Q2: 2,946 shares; 2025Q3: 2,794 shares; 2025Q4: 2,844 shares; 2026Q1: 2,728 shares 2,728 $396K 0.03% -116 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 1,975 shares; 2025Q3: not reported; 2025Q4: 1,718 shares; 2026Q1: 2,701 shares 2,701 $396K 0.03% +983 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 19,790 shares; 2024Q4: 20,025 shares; 2025Q1: 18,126 shares; 2025Q2: 18,496 shares; 2025Q3: 17,617 shares; 2025Q4: 17,129 shares; 2026Q1: 17,225 shares 17,225 $395K 0.03% +96 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,237 shares; 2025Q3: not reported; 2025Q4: 2,267 shares; 2026Q1: 2,282 shares 2,282 $393K 0.03% +15 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975 shares 1,975 $391K 0.03% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,274 shares 17,274 $386K 0.03% new Timeline ELA ENVELA CORP More: the full row for ENVELA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,455 shares; 2024Q3: 21,665 shares; 2024Q4: 21,570 shares; 2025Q1: not reported; 2025Q2: 21,570 shares; 2025Q3: not reported; 2025Q4: 23,070 shares; 2026Q1: 23,070 shares 23,070 $384K 0.03% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,682 shares 7,682 $383K 0.03% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $382K 0.03% new 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; 2024Q2: 1,998 shares; 2024Q3: 1,667 shares; 2024Q4: 1,296 shares; 2025Q1: 1,202 shares; 2025Q2: 1,041 shares; 2025Q3: 1,064 shares; 2025Q4: 1,204 shares; 2026Q1: 1,405 shares 1,405 $380K 0.03% +201 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,010 shares; 2024Q3: 2,017 shares; 2024Q4: 1,970 shares; 2025Q1: 1,719 shares; 2025Q2: 2,120 shares; 2025Q3: 1,651 shares; 2025Q4: 2,002 shares; 2026Q1: 2,004 shares 2,004 $380K 0.03% +2 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,353 shares 21,353 $379K 0.03% new 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; 2024Q2: 5,903 shares; 2024Q3: 4,729 shares; 2024Q4: 5,367 shares; 2025Q1: 5,915 shares; 2025Q2: 5,909 shares; 2025Q3: 6,015 shares; 2025Q4: 6,088 shares; 2026Q1: 6,153 shares 6,153 $376K 0.03% +65 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 14,557 shares; 2024Q4: 14,664 shares; 2025Q1: 14,917 shares; 2025Q2: 12,780 shares; 2025Q3: 10,237 shares; 2025Q4: 8,307 shares; 2026Q1: 6,408 shares 6,408 $369K 0.03% -1,899 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,674 shares; 2024Q3: 3,686 shares; 2024Q4: 3,690 shares; 2025Q1: not reported; 2025Q2: 3,791 shares; 2025Q3: not reported; 2025Q4: 3,468 shares; 2026Q1: 5,204 shares 5,204 $368K 0.03% +1,736 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 650 shares; 2024Q3: 255 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 237 shares; 2025Q4: not reported; 2026Q1: 3,497 shares 3,497 $366K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares; 2026Q1: 3,284 shares 3,284 $364K 0.03% +253 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,030 shares 9,030 $360K 0.03% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares 1,964 $358K 0.03% new Timeline JSCP 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; 2024Q2: not reported; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: not reported; 2025Q4: 7,469 shares; 2026Q1: 7,551 shares 7,551 $357K 0.03% +82 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,271 shares; 2024Q3: 8,271 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 8,271 shares; 2025Q3: 8,271 shares; 2025Q4: 8,271 shares; 2026Q1: 8,271 shares 8,271 $351K 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: not reported; 2025Q4: 10,343 shares; 2026Q1: 3,294 shares 3,294 $350K 0.03% -7,049 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,277 shares; 2024Q3: 16,481 shares; 2024Q4: 18,244 shares; 2025Q1: 11,462 shares; 2025Q2: 11,364 shares; 2025Q3: not reported; 2025Q4: 10,979 shares; 2026Q1: 8,365 shares 8,365 $348K 0.03% -2,614 Timeline PRF 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,389 shares; 2025Q3: not reported; 2025Q4: 7,330 shares; 2026Q1: 7,330 shares 7,330 $348K 0.03% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,376 shares; 2026Q1: 7,730 shares 7,730 $345K 0.03% -646 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,572 shares; 2025Q3: not reported; 2025Q4: 8,733 shares; 2026Q1: 7,282 shares 7,282 $342K 0.02% -1,451 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares 294 $341K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,552 shares; 2024Q3: 2,328 shares; 2024Q4: 2,530 shares; 2025Q1: 1,730 shares; 2025Q2: 1,680 shares; 2025Q3: not reported; 2025Q4: 1,656 shares; 2026Q1: 1,753 shares 1,753 $340K 0.02% +97 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,143 shares; 2026Q1: 3,062 shares 3,062 $336K 0.02% -81 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 2,066 shares 2,066 $334K 0.02% +237 Timeline BLV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,743 shares; 2025Q3: not reported; 2025Q4: 5,875 shares; 2026Q1: 4,850 shares 4,850 $334K 0.02% -1,025 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,043 shares; 2024Q3: 1,033 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 970 shares 970 $333K 0.02% -49 Timeline BIV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,414 shares; 2025Q3: not reported; 2025Q4: 5,225 shares; 2026Q1: 4,307 shares 4,307 $332K 0.02% -918 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 3,045 shares 3,045 $332K 0.02% +345 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: not reported; 2025Q4: 1,576 shares; 2026Q1: 1,793 shares 1,793 $331K 0.02% +217 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,674 shares; 2024Q3: 39,711 shares; 2024Q4: 39,674 shares; 2025Q1: 39,719 shares; 2025Q2: 39,833 shares; 2025Q3: 39,952 shares; 2025Q4: 38,819 shares; 2026Q1: 42,246 shares 42,246 $331K 0.02% +3,427 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; 2024Q2: 1,579 shares; 2024Q3: 1,579 shares; 2024Q4: 1,584 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,598 shares; 2025Q4: 1,603 shares; 2026Q1: 1,608 shares 1,608 $331K 0.02% +5 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,918 shares; 2025Q1: 2,270 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,418 shares; 2026Q1: 1,721 shares 1,721 $330K 0.02% +303 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,654 shares; 2024Q3: 1,662 shares; 2024Q4: 1,768 shares; 2025Q1: 1,821 shares; 2025Q2: 1,806 shares; 2025Q3: 1,822 shares; 2025Q4: 1,743 shares; 2026Q1: 1,618 shares 1,618 $330K 0.02% -125 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,075 shares; 2025Q3: not reported; 2025Q4: 6,720 shares; 2026Q1: 7,036 shares 7,036 $327K 0.02% +316 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,181 shares; 2024Q3: 3,034 shares; 2024Q4: 7,277 shares; 2025Q1: 5,006 shares; 2025Q2: 3,602 shares; 2025Q3: 1,816 shares; 2025Q4: 3,563 shares; 2026Q1: 2,535 shares 2,535 $326K 0.02% -1,028 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,960 shares; 2024Q3: 3,960 shares; 2024Q4: 3,941 shares; 2025Q1: not reported; 2025Q2: 3,689 shares; 2025Q3: not reported; 2025Q4: 4,261 shares; 2026Q1: 4,303 shares 4,303 $324K 0.02% +42 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,913 shares; 2026Q1: 26,153 shares 26,153 $324K 0.02% +12,240 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 11,718 shares; 2024Q4: 11,718 shares; 2025Q1: 13,127 shares; 2025Q2: 13,721 shares; 2025Q3: 13,899 shares; 2025Q4: 14,341 shares; 2026Q1: 14,940 shares 14,940 $324K 0.02% +599 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,841 shares; 2025Q4: 3,841 shares; 2026Q1: 3,742 shares 3,742 $320K 0.02% -99 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares; 2026Q1: 5,467 shares 5,467 $320K 0.02% +318 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; 2024Q2: 3,138 shares; 2024Q3: 2,192 shares; 2024Q4: 2,001 shares; 2025Q1: 2,002 shares; 2025Q2: 2,173 shares; 2025Q3: 2,006 shares; 2025Q4: 2,177 shares; 2026Q1: 2,190 shares 2,190 $320K 0.02% +13 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,654 shares; 2024Q3: 26,527 shares; 2024Q4: 25,482 shares; 2025Q1: 27,637 shares; 2025Q2: 22,867 shares; 2025Q3: 23,725 shares; 2025Q4: 22,341 shares; 2026Q1: 18,525 shares 18,525 $319K 0.02% -3,816 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $315K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,856 shares; 2024Q3: 1,722 shares; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 3,310 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,592 shares 2,592 $314K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,175 shares; 2026Q1: 13,510 shares 13,510 $314K 0.02% +335 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,387 shares; 2024Q3: 2,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 2,459 shares 2,459 $313K 0.02% +132 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,112 shares; 2024Q4: 6,202 shares; 2025Q1: 4,152 shares; 2025Q2: 5,744 shares; 2025Q3: 4,112 shares; 2025Q4: 3,401 shares; 2026Q1: 3,766 shares 3,766 $309K 0.02% +365 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,843 shares 4,843 $304K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,464 shares; 2024Q3: 915 shares; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 726 shares; 2025Q4: 960 shares; 2026Q1: 961 shares 961 $301K 0.02% +1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,831 shares; 2024Q3: 2,643 shares; 2024Q4: 3,514 shares; 2025Q1: not reported; 2025Q2: 2,372 shares; 2025Q3: not reported; 2025Q4: 2,482 shares; 2026Q1: 2,900 shares 2,900 $301K 0.02% +418 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $300K 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,877 shares; 2025Q1: 13,349 shares; 2025Q2: 13,607 shares; 2025Q3: 13,243 shares; 2025Q4: 12,865 shares; 2026Q1: 13,175 shares 13,175 $300K 0.02% +310 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,105 shares; 2026Q1: 4,028 shares 4,028 $300K 0.02% -77 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 10,172 shares; 2024Q4: 10,663 shares; 2025Q1: 10,000 shares; 2025Q2: 10,172 shares; 2025Q3: 10,000 shares; 2025Q4: 10,173 shares; 2026Q1: 10,174 shares 10,174 $297K 0.02% +1 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; 2024Q2: not reported; 2024Q3: 9,134 shares; 2024Q4: 8,537 shares; 2025Q1: not reported; 2025Q2: 8,712 shares; 2025Q3: not reported; 2025Q4: 8,888 shares; 2026Q1: 8,834 shares 8,834 $296K 0.02% -54 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,782 shares; 2025Q2: 2,886 shares; 2025Q3: 2,987 shares; 2025Q4: 3,336 shares; 2026Q1: 3,760 shares 3,760 $295K 0.02% +424 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; 2024Q2: 1,130 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 852 shares 852 $291K 0.02% +65 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: not reported; 2025Q4: 2,981 shares; 2026Q1: 4,929 shares 4,929 $291K 0.02% +1,948 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares; 2026Q1: 5,519 shares 5,519 $287K 0.02% +929 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,093 shares; 2025Q4: 15,784 shares; 2026Q1: 2,519 shares 2,519 $285K 0.02% -13,265 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,403 shares; 2026Q1: 17,983 shares 17,983 $285K 0.02% +580 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,448 shares 6,448 $285K 0.02% new Timeline PZA 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,032 shares; 2026Q1: 12,282 shares 12,282 $282K 0.02% -750 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,176 shares 1,176 $282K 0.02% new Timeline PPA 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares; 2026Q1: 1,703 shares 1,703 $282K 0.02% -8 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 5,151 shares; 2024Q4: 7,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,605 shares 5,605 $282K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,061 shares 12,061 $281K 0.02% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,445 shares 12,445 $280K 0.02% new Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,529 shares; 2024Q3: 8,532 shares; 2024Q4: 8,465 shares; 2025Q1: not reported; 2025Q2: 8,465 shares; 2025Q3: not reported; 2025Q4: 4,951 shares; 2026Q1: 4,951 shares 4,951 $279K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares; 2026Q1: 1,310 shares 1,310 $277K 0.02% +254 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,579 shares; 2024Q3: 12,589 shares; 2024Q4: 12,630 shares; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: 3,085 shares; 2025Q4: 3,081 shares; 2026Q1: 2,964 shares 2,964 $277K 0.02% -117 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,735 shares; 2024Q4: 2,346 shares; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: not reported; 2025Q4: 13,440 shares; 2026Q1: 3,071 shares 3,071 $275K 0.02% -10,369 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 690 shares 690 $275K 0.02% -549 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,084 shares; 2025Q3: not reported; 2025Q4: 7,852 shares; 2026Q1: 7,767 shares 7,767 $271K 0.02% -85 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 13,445 shares; 2025Q3: 7,867 shares; 2025Q4: 6,952 shares; 2026Q1: 3,088 shares 3,088 $269K 0.02% -3,864 Timeline QCLN 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; 2024Q2: not reported; 2024Q3: 5,601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,619 shares; 2025Q4: 5,681 shares; 2026Q1: 5,682 shares 5,682 $264K 0.02% +1 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; 2024Q2: 25,261 shares; 2024Q3: 26,054 shares; 2024Q4: 22,091 shares; 2025Q1: 6,977 shares; 2025Q2: 7,175 shares; 2025Q3: 7,754 shares; 2025Q4: 7,976 shares; 2026Q1: 7,267 shares 7,267 $264K 0.02% -709 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares; 2026Q1: 1,290 shares 1,290 $262K 0.02% -41 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares 584 $261K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: not reported; 2025Q4: 995 shares; 2026Q1: 956 shares 956 $260K 0.02% -39 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: 9,980 shares; 2026Q1: 10,013 shares 10,013 $256K 0.02% +33 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,499 shares; 2025Q1: 10,784 shares; 2025Q2: 10,676 shares; 2025Q3: 10,722 shares; 2025Q4: 11,750 shares; 2026Q1: 12,781 shares 12,781 $254K 0.02% +1,031 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,543 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,394 shares 1,394 $253K 0.02% -11 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,103 shares; 2024Q3: 23,103 shares; 2024Q4: 22,761 shares; 2025Q1: 22,761 shares; 2025Q2: 22,867 shares; 2025Q3: 4,399 shares; 2025Q4: 4,451 shares; 2026Q1: 4,451 shares 4,451 $253K 0.02% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,850 shares 9,850 $253K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,009 shares; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $252K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,549 shares; 2025Q4: 40,661 shares; 2026Q1: 5,174 shares 5,174 $252K 0.02% -35,487 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,949 shares 4,949 $251K 0.02% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,581 shares; 2025Q4: 4,571 shares; 2026Q1: 4,871 shares 4,871 $250K 0.02% +300 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,707 shares; 2024Q3: 1,628 shares; 2024Q4: 1,418 shares; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 1,174 shares; 2025Q4: 1,331 shares; 2026Q1: 1,309 shares 1,309 $244K 0.02% -22 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,110 shares; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares 737 $242K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,844 shares; 2024Q3: 2,821 shares; 2024Q4: 2,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,769 shares; 2026Q1: 4,534 shares 4,534 $239K 0.02% -235 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,866 shares; 2024Q3: 2,871 shares; 2024Q4: 8,629 shares; 2025Q1: not reported; 2025Q2: 8,692 shares; 2025Q3: not reported; 2025Q4: 8,689 shares; 2026Q1: 7,846 shares 7,846 $239K 0.02% -843 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; 2024Q2: 4,078 shares; 2024Q3: 4,118 shares; 2024Q4: 3,369 shares; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,576 shares 2,576 $239K 0.02% +32 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; 2024Q2: 1,145 shares; 2024Q3: 1,297 shares; 2024Q4: 3,765 shares; 2025Q1: 3,259 shares; 2025Q2: 1,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 986 shares 986 $239K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,333 shares; 2025Q1: 26,597 shares; 2025Q2: 3,857 shares; 2025Q3: 3,904 shares; 2025Q4: 3,699 shares; 2026Q1: 3,848 shares 3,848 $238K 0.02% +149 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,236 shares 3,236 $237K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $236K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,760 shares 3,760 $235K 0.02% new Timeline INDH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 6,153 shares; 2026Q1: 6,153 shares 6,153 $234K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,972 shares; 2024Q3: 2,994 shares; 2024Q4: 3,007 shares; 2025Q1: 3,100 shares; 2025Q2: 2,837 shares; 2025Q3: 2,826 shares; 2025Q4: 2,772 shares; 2026Q1: 2,138 shares 2,138 $233K 0.02% -634 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,875 shares; 2024Q3: 3,142 shares; 2024Q4: 3,695 shares; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 4,403 shares; 2025Q4: not reported; 2026Q1: 2,874 shares 2,874 $232K 0.02% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,315 shares 4,315 $228K 0.02% new Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 171,885 shares; 2024Q3: 173,302 shares; 2024Q4: 173,302 shares; 2025Q1: 173,302 shares; 2025Q2: 173,302 shares; 2025Q3: 173,302 shares; 2025Q4: 173,302 shares; 2026Q1: 173,302 shares 173,302 $225K 0.02% 0 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,319 shares; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 22,300 shares 22,300 $224K 0.02% 0 Timeline IDHQ 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,117 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,314 shares 6,314 $223K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,429 shares; 2026Q1: 4,429 shares 4,429 $222K 0.02% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,203 shares 4,203 $220K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,554 shares; 2024Q3: 3,592 shares; 2024Q4: 3,596 shares; 2025Q1: 3,394 shares; 2025Q2: 3,643 shares; 2025Q3: 3,337 shares; 2025Q4: 3,564 shares; 2026Q1: 4,809 shares 4,809 $218K 0.02% +1,245 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 5,331 shares; 2025Q4: 6,880 shares; 2026Q1: 7,202 shares 7,202 $216K 0.02% +322 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164 $216K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $215K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $214K 0.02% 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,873 shares 2,873 $209K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,755 shares; 2024Q3: 1,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $208K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $208K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares 653 $208K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,071 shares; 2024Q3: 10,106 shares; 2024Q4: 10,263 shares; 2025Q1: 7,164 shares; 2025Q2: 10,194 shares; 2025Q3: 7,271 shares; 2025Q4: 10,962 shares; 2026Q1: 4,532 shares 4,532 $208K 0.02% -6,430 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,519 shares; 2025Q4: 1,626 shares; 2026Q1: 1,619 shares 1,619 $207K 0.02% -7 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,961 shares; 2026Q1: 13,486 shares 13,486 $207K 0.02% -475 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,576 shares; 2024Q3: 3,562 shares; 2024Q4: 3,555 shares; 2025Q1: 3,003 shares; 2025Q2: 2,341 shares; 2025Q3: 2,254 shares; 2025Q4: 12,922 shares; 2026Q1: 2,236 shares 2,236 $207K 0.02% -10,686 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,513 shares 2,513 $206K 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares; 2026Q1: 1,452 shares 1,452 $206K 0.01% -69 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722 $205K 0.01% new Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $205K 0.01% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $204K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,469 shares; 2026Q1: 4,474 shares 4,474 $204K 0.01% +5 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $203K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares 1,881 $202K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $201K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,924 shares 11,924 $190K 0.01% new Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,915 shares 10,915 $187K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,509 shares; 2026Q1: 10,822 shares 10,822 $184K 0.01% +313 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; 2024Q2: 18,000 shares; 2024Q3: 19,489 shares; 2024Q4: 20,148 shares; 2025Q1: not reported; 2025Q2: 14,907 shares; 2025Q3: 10,711 shares; 2025Q4: 16,088 shares; 2026Q1: 15,208 shares 15,208 $176K 0.01% -880 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $171K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,226 shares; 2024Q3: 11,226 shares; 2024Q4: 10,732 shares; 2025Q1: 10,961 shares; 2025Q2: 14,471 shares; 2025Q3: 14,518 shares; 2025Q4: 14,948 shares; 2026Q1: 16,700 shares 16,700 $150K 0.01% +1,752 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 16,939 shares; 2026Q1: 17,000 shares 17,000 $148K 0.01% +61 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,384 shares; 2026Q1: 11,482 shares 11,482 $127K 0.01% -44,902 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,516 shares; 2025Q2: 11,166 shares; 2025Q3: not reported; 2025Q4: 10,996 shares; 2026Q1: 11,292 shares 11,292 $113K 0.01% +296 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,174 shares; 2026Q1: 33,412 shares 33,412 $97.6K 0.01% +238 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,439 shares; 2024Q3: 10,439 shares; 2024Q4: 70,439 shares; 2025Q1: 70,439 shares; 2025Q2: 70,439 shares; 2025Q3: 70,439 shares; 2025Q4: 70,439 shares; 2026Q1: 70,439 shares 70,439 $84.5K 0.01% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $68.2K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,135 shares; 2024Q3: 18,135 shares; 2024Q4: 37,913 shares; 2025Q1: 37,913 shares; 2025Q2: 38,600 shares; 2025Q3: 37,998 shares; 2025Q4: 17,769 shares; 2026Q1: 17,114 shares 17,114 $62.6K <0.01% -655 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,222 shares; 2025Q1: 11,892 shares; 2025Q2: 13,471 shares; 2025Q3: 13,154 shares; 2025Q4: 16,756 shares; 2026Q1: 18,723 shares 18,723 $39.7K <0.01% +1,967 Timeline