JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: not reported; 2025Q1: 349,377 shares; 2025Q2: 375,313 shares; 2025Q3: not reported; 2025Q4: 549,833 shares; 2026Q1: 618,151 shares; 2026Q2: 613,574 shares 613,574 $28.8M 11.16% -4,577 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,531 shares; 2024Q4: 29,464 shares; 2025Q1: 453,250 shares; 2025Q2: 495,620 shares; 2025Q3: not reported; 2025Q4: 493,293 shares; 2026Q1: 546,689 shares; 2026Q2: 500,463 shares 500,463 $18.5M 7.17% -46,226 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,758 shares; 2025Q2: 51,869 shares; 2025Q3: 130,039 shares; 2025Q4: 152,992 shares; 2026Q1: 164,231 shares; 2026Q2: 175,441 shares 175,441 $13.5M 5.21% +11,210 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 443 shares; 2025Q1: 20,302 shares; 2025Q2: 23,719 shares; 2025Q3: 14,103 shares; 2025Q4: 22,489 shares; 2026Q1: 20,273 shares; 2026Q2: 17,997 shares 17,997 $13.3M 5.14% -2,276 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,505 shares; 2025Q1: 132,854 shares; 2025Q2: 148,795 shares; 2025Q3: not reported; 2025Q4: 152,505 shares; 2026Q1: 157,130 shares; 2026Q2: 142,794 shares 142,794 $13M 5.05% -14,336 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 469,603 shares; 2025Q2: 531,778 shares; 2025Q3: not reported; 2025Q4: 540,149 shares; 2026Q1: 572,800 shares; 2026Q2: 544,300 shares 544,300 $11.4M 4.4% -28,500 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,093 shares; 2024Q4: 12,831 shares; 2025Q1: 133,408 shares; 2025Q2: 148,470 shares; 2025Q3: not reported; 2025Q4: 153,546 shares; 2026Q1: 132,992 shares; 2026Q2: 133,012 shares 133,012 $10.8M 4.18% +20 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,282 shares; 2024Q4: 31,717 shares; 2025Q1: 316,432 shares; 2025Q2: 363,819 shares; 2025Q3: not reported; 2025Q4: 372,637 shares; 2026Q1: 404,701 shares; 2026Q2: 404,016 shares 404,016 $10.1M 3.89% -685 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,534 shares; 2024Q4: 20,901 shares; 2025Q1: 120,924 shares; 2025Q2: 151,381 shares; 2025Q3: not reported; 2025Q4: 197,688 shares; 2026Q1: 201,174 shares; 2026Q2: 195,800 shares 195,800 $9.9M 3.84% -5,374 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 477,330 shares; 2026Q2: 436,175 shares 436,175 $8.54M 3.31% -41,155 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,871 shares; 2024Q4: 7,780 shares; 2025Q1: 161,962 shares; 2025Q2: 178,391 shares; 2025Q3: not reported; 2025Q4: 188,641 shares; 2026Q1: 187,141 shares; 2026Q2: 169,188 shares 169,188 $8.23M 3.19% -17,953 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,623 shares; 2024Q4: not reported; 2025Q1: 283,491 shares; 2025Q2: 309,551 shares; 2025Q3: not reported; 2025Q4: 314,282 shares; 2026Q1: 360,331 shares; 2026Q2: 343,076 shares 343,076 $7.11M 2.75% -17,255 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,531 shares; 2026Q1: 18,137 shares; 2026Q2: 16,496 shares 16,496 $6.5M 2.52% -1,641 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 3,782 shares; 2025Q4: 50,594 shares; 2026Q1: 58,035 shares; 2026Q2: 64,333 shares 64,333 $6.21M 2.41% +6,298 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,436 shares; 2024Q4: 23,869 shares; 2025Q1: 245,344 shares; 2025Q2: 276,140 shares; 2025Q3: not reported; 2025Q4: 286,966 shares; 2026Q1: 144,593 shares; 2026Q2: 143,864 shares 143,864 $6.21M 2.4% -729 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,598 shares; 2025Q3: not reported; 2025Q4: 50,345 shares; 2026Q1: 63,004 shares; 2026Q2: 66,972 shares 66,972 $5.74M 2.22% +3,968 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,095 shares; 2024Q4: 4,076 shares; 2025Q1: 49,278 shares; 2025Q2: 56,648 shares; 2025Q3: not reported; 2025Q4: 53,381 shares; 2026Q1: 46,155 shares; 2026Q2: 41,417 shares 41,417 $5.52M 2.14% -4,738 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,083 shares; 2026Q1: 125,312 shares; 2026Q2: 113,134 shares 113,134 $4.67M 1.81% -12,178 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; 2024Q3: 56,854 shares; 2024Q4: 4,933 shares; 2025Q1: 58,111 shares; 2025Q2: 63,118 shares; 2025Q3: not reported; 2025Q4: 64,376 shares; 2026Q1: 66,029 shares; 2026Q2: 61,801 shares 61,801 $4.18M 1.62% -4,228 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,031 shares; 2025Q2: 109,266 shares; 2025Q3: not reported; 2025Q4: 122,013 shares; 2026Q1: 123,511 shares; 2026Q2: 104,662 shares 104,662 $4.11M 1.59% -18,849 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,081 shares; 2025Q2: 20,802 shares; 2025Q3: not reported; 2025Q4: 62,630 shares; 2026Q1: 66,588 shares; 2026Q2: 71,148 shares 71,148 $3.44M 1.33% +4,560 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,785 shares; 2024Q4: 25,673 shares; 2025Q1: 29,708 shares; 2025Q2: 29,254 shares; 2025Q3: 31,919 shares; 2025Q4: 63,009 shares; 2026Q1: 15,903 shares; 2026Q2: 15,410 shares 15,410 $3.08M 1.19% -493 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,764 shares; 2026Q1: 36,265 shares; 2026Q2: 40,403 shares 40,403 $2.12M 0.82% +4,138 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,320 shares; 2024Q4: 14,815 shares; 2025Q1: 13,264 shares; 2025Q2: 12,702 shares; 2025Q3: 16,702 shares; 2025Q4: 44,951 shares; 2026Q1: 11,001 shares; 2026Q2: 6,830 shares 6,830 $1.98M 0.77% -4,171 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,256 shares; 2024Q4: 14,314 shares; 2025Q1: 5,972 shares; 2025Q2: 10,488 shares; 2025Q3: 9,127 shares; 2025Q4: 31,492 shares; 2026Q1: 9,752 shares; 2026Q2: 7,009 shares 7,009 $1.67M 0.65% -2,743 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,242 shares; 2024Q4: 5,997 shares; 2025Q1: 12,101 shares; 2025Q2: 4,131 shares; 2025Q3: 3,881 shares; 2025Q4: 22,599 shares; 2026Q1: 8,248 shares; 2026Q2: 4,329 shares 4,329 $1.55M 0.6% -3,919 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,526 shares; 2025Q3: not reported; 2025Q4: 4,479 shares; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $1.52M 0.59% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,288 shares; 2024Q4: 189,717 shares; 2025Q1: 193,927 shares; 2025Q2: 39,736 shares; 2025Q3: 11,053 shares; 2025Q4: 233,731 shares; 2026Q1: 61,091 shares; 2026Q2: 12,271 shares 12,271 $1.39M 0.54% -48,820 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,219 shares; 2025Q1: 3,487 shares; 2025Q2: 1,648 shares; 2025Q3: 1,154 shares; 2025Q4: 8,414 shares; 2026Q1: 3,830 shares; 2026Q2: 2,340 shares 2,340 $1.32M 0.51% -1,490 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,369 shares; 2024Q4: 4,843 shares; 2025Q1: 16,295 shares; 2025Q2: 14,949 shares; 2025Q3: 1,242 shares; 2025Q4: 20,714 shares; 2026Q1: 7,427 shares; 2026Q2: 3,601 shares 3,601 $1.18M 0.46% -3,826 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 490 shares; 2025Q1: 923 shares; 2025Q2: 1,461 shares; 2025Q3: 1,398 shares; 2025Q4: 3,792 shares; 2026Q1: 857 shares; 2026Q2: 958 shares 958 $1.15M 0.45% +101 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,186 shares; 2025Q2: 22,267 shares; 2025Q3: not reported; 2025Q4: 8,364 shares; 2026Q1: 3,135 shares; 2026Q2: 2,630 shares 2,630 $1.14M 0.44% -505 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,617 shares; 2024Q4: 5,529 shares; 2025Q1: 7,018 shares; 2025Q2: 7,217 shares; 2025Q3: 16,615 shares; 2025Q4: 22,132 shares; 2026Q1: 5,797 shares; 2026Q2: 3,031 shares 3,031 $1.13M 0.44% -2,766 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,705 shares; 2025Q2: 2,540 shares; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 482 shares; 2026Q2: 3,612 shares 3,612 $1.09M 0.42% +3,130 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,394 shares; 2024Q4: 21,042 shares; 2025Q1: not reported; 2025Q2: 33,347 shares; 2025Q3: not reported; 2025Q4: 34,230 shares; 2026Q1: 34,391 shares; 2026Q2: 28,885 shares 28,885 $1.06M 0.41% -5,506 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: 25,917 shares; 2025Q2: 22,296 shares; 2025Q3: 4,627 shares; 2025Q4: 17,479 shares; 2026Q1: 5,637 shares; 2026Q2: 2,501 shares 2,501 $945K 0.37% -3,136 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 4,464 shares; 2025Q3: 2,080 shares; 2025Q4: 7,025 shares; 2026Q1: 3,390 shares; 2026Q2: 2,553 shares 2,553 $876K 0.34% -837 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,159 shares; 2025Q3: not reported; 2025Q4: 47,896 shares; 2026Q1: 48,594 shares; 2026Q2: 46,520 shares 46,520 $777K 0.3% -2,074 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: not reported; 2025Q1: 4,215 shares; 2025Q2: 4,774 shares; 2025Q3: not reported; 2025Q4: 5,716 shares; 2026Q1: 5,957 shares; 2026Q2: 5,612 shares 5,612 $772K 0.3% -345 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,928 shares; 2026Q1: 3,524 shares; 2026Q2: 2,891 shares 2,891 $740K 0.29% -633 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,744 shares; 2024Q4: not reported; 2025Q1: 7,135 shares; 2025Q2: 7,994 shares; 2025Q3: 119,609 shares; 2025Q4: 7,855 shares; 2026Q1: 8,167 shares; 2026Q2: 8,111 shares 8,111 $713K 0.28% -56 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,908 shares 4,908 $702K 0.27% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,802 shares; 2025Q2: 5,239 shares; 2025Q3: not reported; 2025Q4: 3,061 shares; 2026Q1: 1,941 shares; 2026Q2: 1,681 shares 1,681 $675K 0.26% -260 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: not reported; 2025Q1: 25,375 shares; 2025Q2: 18,797 shares; 2025Q3: 15,940 shares; 2025Q4: 25,060 shares; 2026Q1: 17,745 shares; 2026Q2: 21,106 shares 21,106 $669K 0.26% +3,361 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,289 shares; 2024Q4: 26,278 shares; 2025Q1: 7,008 shares; 2025Q2: 15,104 shares; 2025Q3: not reported; 2025Q4: 17,461 shares; 2026Q1: 16,014 shares; 2026Q2: 15,144 shares 15,144 $660K 0.26% -870 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 5,426 shares; 2025Q3: not reported; 2025Q4: 1,639 shares; 2026Q1: 1,378 shares; 2026Q2: 1,239 shares 1,239 $638K 0.25% -139 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,626 shares; 2025Q4: 9,368 shares; 2026Q1: 11,980 shares; 2026Q2: 13,147 shares 13,147 $617K 0.24% +1,167 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 1,045 shares; 2025Q1: 519 shares; 2025Q2: 1,196 shares; 2025Q3: 1,344 shares; 2025Q4: 1,380 shares; 2026Q1: 877 shares; 2026Q2: 871 shares 871 $598K 0.23% -6 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,229 shares; 2025Q2: 8,346 shares; 2025Q3: not reported; 2025Q4: 4,305 shares; 2026Q1: 3,271 shares; 2026Q2: 3,694 shares 3,694 $594K 0.23% +423 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 3,030 shares; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 727 shares; 2026Q2: 825 shares 825 $588K 0.23% +98 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 490 shares; 2026Q2: 296 shares 296 $587K 0.23% -194 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,913 shares; 2025Q2: 10,819 shares; 2025Q3: not reported; 2025Q4: 4,765 shares; 2026Q1: 3,833 shares; 2026Q2: 3,354 shares 3,354 $583K 0.23% -479 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,017 shares; 2025Q2: 21,458 shares; 2025Q3: not reported; 2025Q4: 10,846 shares; 2026Q1: 4,633 shares; 2026Q2: 3,384 shares 3,384 $575K 0.22% -1,249 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,458 shares; 2024Q4: not reported; 2025Q1: 5,192 shares; 2025Q2: 5,020 shares; 2025Q3: not reported; 2025Q4: 4,981 shares; 2026Q1: 5,268 shares; 2026Q2: 5,171 shares 5,171 $570K 0.22% -97 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,056 shares; 2025Q2: 13,695 shares; 2025Q3: not reported; 2025Q4: 5,645 shares; 2026Q1: 4,442 shares; 2026Q2: 3,872 shares 3,872 $567K 0.22% -570 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,057 shares; 2025Q2: 13,592 shares; 2025Q3: not reported; 2025Q4: 9,292 shares; 2026Q1: 3,861 shares; 2026Q2: 4,383 shares 4,383 $566K 0.22% +522 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,613 shares; 2026Q1: not reported; 2026Q2: 941 shares 941 $547K 0.21% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,980 shares; 2026Q1: 8,402 shares; 2026Q2: 4,886 shares 4,886 $546K 0.21% -3,516 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,759 shares; 2024Q4: not reported; 2025Q1: 9,648 shares; 2025Q2: 9,045 shares; 2025Q3: 8,589 shares; 2025Q4: 7,787 shares; 2026Q1: 6,126 shares; 2026Q2: 4,441 shares 4,441 $528K 0.2% -1,685 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,109 shares; 2025Q2: 7,513 shares; 2025Q3: not reported; 2025Q4: 12,507 shares; 2026Q1: 15,979 shares; 2026Q2: 11,755 shares 11,755 $516K 0.2% -4,224 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,505 shares 2,505 $516K 0.2% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,203 shares; 2024Q4: 16,540 shares; 2025Q1: not reported; 2025Q2: 14,466 shares; 2025Q3: not reported; 2025Q4: 18,596 shares; 2026Q1: 17,042 shares; 2026Q2: 13,112 shares 13,112 $515K 0.2% -3,930 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 1,969 shares; 2025Q3: not reported; 2025Q4: 938 shares; 2026Q1: 612 shares; 2026Q2: 368 shares 368 $509K 0.2% -244 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,206 shares; 2025Q2: 11,029 shares; 2025Q3: not reported; 2025Q4: 6,210 shares; 2026Q1: 3,735 shares; 2026Q2: 3,381 shares 3,381 $502K 0.19% -354 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,227 shares; 2025Q2: 5,845 shares; 2025Q3: not reported; 2025Q4: 4,497 shares; 2026Q1: 2,891 shares; 2026Q2: 1,683 shares 1,683 $501K 0.19% -1,208 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 2,289 shares; 2026Q2: 2,423 shares 2,423 $479K 0.19% +134 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 4,804 shares; 2025Q1: 24,312 shares; 2025Q2: 16,962 shares; 2025Q3: not reported; 2025Q4: 17,493 shares; 2026Q1: 8,833 shares; 2026Q2: 2,292 shares 2,292 $479K 0.19% -6,541 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,364 shares; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: 3,044 shares; 2026Q2: 2,405 shares 2,405 $468K 0.18% -639 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,449 shares; 2024Q4: 10,626 shares; 2025Q1: not reported; 2025Q2: 10,562 shares; 2025Q3: not reported; 2025Q4: 11,749 shares; 2026Q1: 12,363 shares; 2026Q2: 9,696 shares 9,696 $467K 0.18% -2,667 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 1,087 shares; 2026Q2: 552 shares 552 $463K 0.18% -535 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 1,370 shares; 2026Q2: 1,160 shares 1,160 $454K 0.18% -210 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,297 shares 2,297 $444K 0.17% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,436 shares; 2026Q1: 2,306 shares; 2026Q2: 2,009 shares 2,009 $435K 0.17% -297 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 9,784 shares; 2025Q3: not reported; 2025Q4: 4,838 shares; 2026Q1: 2,949 shares; 2026Q2: 2,329 shares 2,329 $419K 0.16% -620 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,476 shares; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,114 shares; 2026Q2: 2,050 shares 2,050 $400K 0.15% -64 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,121 shares; 2025Q3: not reported; 2025Q4: 22,529 shares; 2026Q1: 22,045 shares; 2026Q2: 19,070 shares 19,070 $385K 0.15% -2,975 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,487 shares; 2024Q4: 9,946 shares; 2025Q1: not reported; 2025Q2: 8,323 shares; 2025Q3: 6,937 shares; 2025Q4: 7,727 shares; 2026Q1: 7,860 shares; 2026Q2: 7,310 shares 7,310 $379K 0.15% -550 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 813 shares; 2026Q2: 688 shares 688 $364K 0.14% -125 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,521 shares; 2025Q2: 25,165 shares; 2025Q3: not reported; 2025Q4: 14,235 shares; 2026Q1: 8,000 shares; 2026Q2: 6,601 shares 6,601 $359K 0.14% -1,399 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,555 shares; 2025Q3: not reported; 2025Q4: 8,246 shares; 2026Q1: 4,963 shares; 2026Q2: 6,683 shares 6,683 $349K 0.14% +1,720 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,641 shares; 2025Q2: 28,193 shares; 2025Q3: not reported; 2025Q4: 19,740 shares; 2026Q1: 12,058 shares; 2026Q2: 10,797 shares 10,797 $346K 0.13% -1,261 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,940 shares; 2026Q1: 13,474 shares; 2026Q2: 12,004 shares 12,004 $343K 0.13% -1,470 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,695 shares; 2025Q2: 10,023 shares; 2025Q3: not reported; 2025Q4: 3,751 shares; 2026Q1: 2,497 shares; 2026Q2: 2,190 shares 2,190 $338K 0.13% -307 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,760 shares; 2025Q2: 10,506 shares; 2025Q3: not reported; 2025Q4: 7,309 shares; 2026Q1: 7,778 shares; 2026Q2: 7,249 shares 7,249 $322K 0.12% -529 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 916 shares; 2026Q2: 601 shares 601 $314K 0.12% -315 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,439 shares; 2025Q2: 53,306 shares; 2025Q3: 5,802 shares; 2025Q4: 49,823 shares; 2026Q1: 15,624 shares; 2026Q2: 2,672 shares 2,672 $314K 0.12% -12,952 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,397 shares; 2025Q1: 907 shares; 2025Q2: 1,468 shares; 2025Q3: not reported; 2025Q4: 2,223 shares; 2026Q1: 1,204 shares; 2026Q2: 837 shares 837 $308K 0.12% -367 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,710 shares; 2026Q2: 2,388 shares 2,388 $307K 0.12% -322 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 2,884 shares; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 3,911 shares; 2026Q2: 3,259 shares 3,259 $306K 0.12% -652 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares; 2026Q1: 1,272 shares; 2026Q2: 1,133 shares 1,133 $301K 0.12% -139 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,907 shares; 2024Q4: 14,943 shares; 2025Q1: not reported; 2025Q2: 14,821 shares; 2025Q3: not reported; 2025Q4: 15,300 shares; 2026Q1: 15,343 shares; 2026Q2: 13,539 shares 13,539 $299K 0.12% -1,804 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 2,443 shares; 2026Q2: 2,165 shares 2,165 $298K 0.12% -278 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 4,834 shares; 2025Q3: not reported; 2025Q4: 2,779 shares; 2026Q1: 1,688 shares; 2026Q2: 1,998 shares 1,998 $297K 0.12% +310 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: 3,781 shares; 2025Q3: not reported; 2025Q4: 3,160 shares; 2026Q1: 2,451 shares; 2026Q2: 1,948 shares 1,948 $297K 0.11% -503 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 720 shares; 2026Q2: 653 shares 653 $294K 0.11% -67 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: not reported; 2026Q2: 889 shares 889 $293K 0.11% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 1,813 shares; 2026Q2: 1,355 shares 1,355 $293K 0.11% -458 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,716 shares; 2025Q2: 18,277 shares; 2025Q3: not reported; 2025Q4: 3,802 shares; 2026Q1: 3,905 shares; 2026Q2: 980 shares 980 $292K 0.11% -2,925 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $288K 0.11% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,211 shares; 2026Q2: 2,776 shares 2,776 $270K 0.1% -435 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,128 shares; 2025Q1: 1,886 shares; 2025Q2: 987 shares; 2025Q3: 1,639 shares; 2025Q4: 2,635 shares; 2026Q1: 642 shares; 2026Q2: 641 shares 641 $270K 0.1% -1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,552 shares; 2025Q2: 16,674 shares; 2025Q3: not reported; 2025Q4: 10,631 shares; 2026Q1: 4,238 shares; 2026Q2: 641 shares 641 $255K 0.1% -3,597 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,359 shares; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: 3,226 shares; 2026Q1: 1,040 shares; 2026Q2: 689 shares 689 $243K 0.09% -351 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,927 shares; 2025Q2: 7,268 shares; 2025Q3: not reported; 2025Q4: 4,270 shares; 2026Q1: 1,648 shares; 2026Q2: 1,447 shares 1,447 $243K 0.09% -201 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 5,666 shares; 2025Q1: not reported; 2025Q2: 7,614 shares; 2025Q3: not reported; 2025Q4: 8,879 shares; 2026Q1: 6,833 shares; 2026Q2: 5,840 shares 5,840 $237K 0.09% -993 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,743 shares; 2025Q3: not reported; 2025Q4: 5,028 shares; 2026Q1: 3,762 shares; 2026Q2: 3,298 shares 3,298 $234K 0.09% -464 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,749 shares; 2024Q4: 5,696 shares; 2025Q1: 42,839 shares; 2025Q2: 27,842 shares; 2025Q3: not reported; 2025Q4: 41,407 shares; 2026Q1: 9,621 shares; 2026Q2: 2,811 shares 2,811 $232K 0.09% -6,810 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 933 shares; 2026Q2: 812 shares 812 $230K 0.09% -121 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 5,774 shares; 2025Q1: not reported; 2025Q2: 5,682 shares; 2025Q3: not reported; 2025Q4: 5,752 shares; 2026Q1: 5,753 shares; 2026Q2: 4,956 shares 4,956 $227K 0.09% -797 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,793 shares; 2025Q3: not reported; 2025Q4: 8,819 shares; 2026Q1: 8,819 shares; 2026Q2: 7,519 shares 7,519 $221K 0.09% -1,300 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,733 shares; 2024Q4: 10,190 shares; 2025Q1: not reported; 2025Q2: 9,299 shares; 2025Q3: not reported; 2025Q4: 6,645 shares; 2026Q1: 5,645 shares; 2026Q2: 4,320 shares 4,320 $218K 0.08% -1,325 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 1,952 shares; 2026Q2: 1,174 shares 1,174 $218K 0.08% -778 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,215 shares; 2025Q2: 13,903 shares; 2025Q3: not reported; 2025Q4: 8,194 shares; 2026Q1: not reported; 2026Q2: 1,669 shares 1,669 $217K 0.08% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,244 shares; 2026Q1: 1,774 shares; 2026Q2: 1,149 shares 1,149 $215K 0.08% -625 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: not reported; 2025Q1: 12,270 shares; 2025Q2: 11,310 shares; 2025Q3: 5,673 shares; 2025Q4: 16,008 shares; 2026Q1: 3,201 shares; 2026Q2: 806 shares 806 $205K 0.08% -2,395 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,702 shares; 2025Q2: 42,367 shares; 2025Q3: not reported; 2025Q4: 23,198 shares; 2026Q1: 11,594 shares; 2026Q2: 2,202 shares 2,202 $203K 0.08% -9,392 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,075 shares 1,075 $203K 0.08% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $203K 0.08% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,960 shares; 2026Q1: 1,426 shares; 2026Q2: 1,319 shares 1,319 $202K 0.08% -107 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,580 shares 1,580 $202K 0.08% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 1,355 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 4,741 shares; 2026Q1: not reported; 2026Q2: 404 shares 404 $202K 0.08% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,685 shares 5,685 $200K 0.08% new Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,453 shares 17,453 $150K 0.06% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,284 shares; 2026Q1: 13,606 shares; 2026Q2: 11,133 shares 11,133 $131K 0.05% -2,473 Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,475 shares 21,475 $125K 0.05% new Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,080 shares 11,080 $121K 0.05% new Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,393 shares 21,393 $121K 0.05% new Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,777 shares 11,777 $120K 0.05% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,879 shares 12,879 $118K 0.05% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,066 shares 11,066 $118K 0.05% new Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,438 shares 11,438 $113K 0.04% new Timeline