VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 38,360 shares; 2025Q1: 49,235 shares; 2025Q2: 50,080 shares; 2025Q3: 52,104 shares; 2025Q4: 59,669 shares; 2026Q1: 63,166 shares; 2026Q2: 75,624 shares 75,624 $28M 4.8% +12,458 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,776 shares; 2025Q1: 142,161 shares; 2025Q2: 120,209 shares; 2025Q3: 125,538 shares; 2025Q4: 132,981 shares; 2026Q1: 238,948 shares; 2026Q2: 236,029 shares 236,029 $20.2M 3.46% -2,919 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: 8,788 shares; 2024Q4: 46,615 shares; 2025Q1: 45,821 shares; 2025Q2: 46,461 shares; 2025Q3: 50,589 shares; 2025Q4: 53,226 shares; 2026Q1: 59,715 shares; 2026Q2: 61,693 shares 61,693 $17.9M 3.06% +1,978 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,666 shares; 2024Q4: 142,071 shares; 2025Q1: 206,710 shares; 2025Q2: 148,473 shares; 2025Q3: 150,074 shares; 2025Q4: 157,320 shares; 2026Q1: 7,784 shares; 2026Q2: 225,528 shares 225,528 $11.4M 1.96% +217,744 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,955 shares; 2024Q4: 79,714 shares; 2025Q1: 19,150 shares; 2025Q2: 77,806 shares; 2025Q3: 54,649 shares; 2025Q4: 88,506 shares; 2026Q1: 58,182 shares; 2026Q2: 63,504 shares 63,504 $10.4M 1.79% +5,322 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,383 shares; 2026Q2: 121,565 shares 121,565 $9.77M 1.68% +63,182 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,638 shares; 2026Q2: 179,599 shares 179,599 $9.61M 1.65% +53,961 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,365 shares; 2024Q4: 28,389 shares; 2025Q1: 8,704 shares; 2025Q2: 29,166 shares; 2025Q3: 22,504 shares; 2025Q4: 31,451 shares; 2026Q1: 18,320 shares; 2026Q2: 106,310 shares 106,310 $9.16M 1.57% +87,990 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,817 shares; 2024Q4: 72,949 shares; 2025Q1: 56,793 shares; 2025Q2: 56,835 shares; 2025Q3: 59,200 shares; 2025Q4: 59,513 shares; 2026Q1: 102,516 shares; 2026Q2: 123,957 shares 123,957 $9.1M 1.56% +21,441 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,038 shares; 2026Q2: 154,332 shares 154,332 $9.05M 1.55% +294 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,921 shares; 2026Q2: 149,258 shares 149,258 $8.98M 1.54% +9,337 Timeline FCUS 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: 155,641 shares; 2025Q1: 158,324 shares; 2025Q2: 178,403 shares; 2025Q3: 185,864 shares; 2025Q4: 196,650 shares; 2026Q1: 215,570 shares; 2026Q2: 194,136 shares 194,136 $8.7M 1.49% -21,434 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,908 shares; 2024Q4: 17,897 shares; 2025Q1: 18,126 shares; 2025Q2: 18,299 shares; 2025Q3: 17,041 shares; 2025Q4: 18,082 shares; 2026Q1: 21,466 shares; 2026Q2: 22,161 shares 22,161 $8.27M 1.42% +695 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: not reported; 2024Q4: 22,981 shares; 2025Q1: 22,980 shares; 2025Q2: 26,629 shares; 2025Q3: 28,143 shares; 2025Q4: 31,967 shares; 2026Q1: 38,488 shares; 2026Q2: 40,387 shares 40,387 $8.08M 1.39% +1,899 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: 382 shares; 2024Q4: 4,999 shares; 2025Q1: 6,908 shares; 2025Q2: 7,083 shares; 2025Q3: 7,052 shares; 2025Q4: 8,062 shares; 2026Q1: 9,857 shares; 2026Q2: 11,050 shares 11,050 $7.59M 1.3% +1,193 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: 6,083 shares; 2024Q4: 26,146 shares; 2025Q1: 26,176 shares; 2025Q2: 25,937 shares; 2025Q3: 25,038 shares; 2025Q4: 27,734 shares; 2026Q1: 31,200 shares; 2026Q2: 29,841 shares 29,841 $7.11M 1.22% -1,359 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,626 shares; 2025Q1: 36,626 shares; 2025Q2: 42,626 shares; 2025Q3: 42,540 shares; 2025Q4: 49,205 shares; 2026Q1: 152,916 shares; 2026Q2: 153,479 shares 153,479 $7.06M 1.21% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,394 shares; 2026Q1: 80,436 shares; 2026Q2: 82,581 shares 82,581 $6.69M 1.15% +2,145 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,284 shares; 2026Q2: 79,235 shares 79,235 $6.54M 1.12% +6,951 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: 4,799 shares; 2024Q4: 18,353 shares; 2025Q1: 18,988 shares; 2025Q2: 18,844 shares; 2025Q3: 19,036 shares; 2025Q4: 19,472 shares; 2026Q1: 18,314 shares; 2026Q2: 17,700 shares 17,700 $6.33M 1.09% -614 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,976 shares; 2026Q2: 86,391 shares 86,391 $6.24M 1.07% +68,415 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; 2024Q3: not reported; 2024Q4: 18,104 shares; 2025Q1: 17,768 shares; 2025Q2: 15,758 shares; 2025Q3: 16,188 shares; 2025Q4: 18,281 shares; 2026Q1: 17,385 shares; 2026Q2: 17,355 shares 17,355 $5.97M 1.02% -30 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: 459 shares; 2024Q4: 3,197 shares; 2025Q1: 2,724 shares; 2025Q2: 2,712 shares; 2025Q3: 2,727 shares; 2025Q4: 2,823 shares; 2026Q1: 4,885 shares; 2026Q2: 4,906 shares 4,906 $5.88M 1.01% +21 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: 12,070 shares; 2024Q4: 18,882 shares; 2025Q1: 17,805 shares; 2025Q2: 17,221 shares; 2025Q3: 16,625 shares; 2025Q4: 16,798 shares; 2026Q1: 17,848 shares; 2026Q2: 17,886 shares 17,886 $5.85M 1% +38 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,100 shares; 2025Q1: 14,964 shares; 2025Q2: 69,253 shares; 2025Q3: 72,364 shares; 2025Q4: 77,199 shares; 2026Q1: 77,808 shares; 2026Q2: 81,285 shares 81,285 $5.79M 0.99% +3,477 Timeline SCHY 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: 208,651 shares; 2024Q4: 227,689 shares; 2025Q1: 136,249 shares; 2025Q2: 192,015 shares; 2025Q3: 116,847 shares; 2025Q4: 190,278 shares; 2026Q1: 177,126 shares; 2026Q2: 176,650 shares 176,650 $5.61M 0.96% -476 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: 12,220 shares; 2024Q4: 15,265 shares; 2025Q1: 14,663 shares; 2025Q2: 14,442 shares; 2025Q3: 9,445 shares; 2025Q4: 12,950 shares; 2026Q1: 13,800 shares; 2026Q2: 14,645 shares 14,645 $5.53M 0.95% +845 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: 23,103 shares; 2024Q4: 35,251 shares; 2025Q1: 32,122 shares; 2025Q2: 30,755 shares; 2025Q3: 29,224 shares; 2025Q4: 29,517 shares; 2026Q1: 39,148 shares; 2026Q2: 46,734 shares 46,734 $5.29M 0.91% +7,586 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 17,396 shares; 2025Q1: 18,171 shares; 2025Q2: 47,373 shares; 2025Q3: 20,950 shares; 2025Q4: 64,600 shares; 2026Q1: 59,012 shares; 2026Q2: 59,431 shares 59,431 $5.08M 0.87% +419 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,800 shares; 2024Q4: 34,719 shares; 2025Q1: 2,874 shares; 2025Q2: 2,465 shares; 2025Q3: 22,552 shares; 2025Q4: 35,461 shares; 2026Q1: 18,218 shares; 2026Q2: 16,604 shares 16,604 $5.03M 0.86% -1,614 Timeline DFAU 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: 48,881 shares; 2024Q4: 71,266 shares; 2025Q1: 82,264 shares; 2025Q2: 113,174 shares; 2025Q3: 123,838 shares; 2025Q4: 156,841 shares; 2026Q1: 91,140 shares; 2026Q2: 96,061 shares 96,061 $4.97M 0.85% +4,921 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,624 shares; 2024Q4: 51,505 shares; 2025Q1: 50,633 shares; 2025Q2: 47,959 shares; 2025Q3: 30,883 shares; 2025Q4: 50,549 shares; 2026Q1: 24,774 shares; 2026Q2: 22,756 shares 22,756 $4.96M 0.85% -2,018 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,737 shares; 2024Q4: 117,189 shares; 2025Q1: 92,910 shares; 2025Q2: 105,980 shares; 2025Q3: 69,245 shares; 2025Q4: 111,163 shares; 2026Q1: 143,762 shares; 2026Q2: 152,856 shares 152,856 $4.87M 0.84% +9,094 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,144 shares; 2024Q4: 47,005 shares; 2025Q1: 6,845 shares; 2025Q2: 50,164 shares; 2025Q3: 34,328 shares; 2025Q4: 52,225 shares; 2026Q1: 23,688 shares; 2026Q2: 22,176 shares 22,176 $4.87M 0.84% -1,512 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 143,656 shares; 2025Q4: 236,759 shares; 2026Q1: 112,692 shares; 2026Q2: 103,813 shares 103,813 $4.75M 0.82% -8,879 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,020 shares; 2024Q4: 24,261 shares; 2025Q1: 27,039 shares; 2025Q2: 34,992 shares; 2025Q3: 38,141 shares; 2025Q4: 46,686 shares; 2026Q1: 31,446 shares; 2026Q2: 31,789 shares 31,789 $4.71M 0.81% +343 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,376 shares; 2024Q4: 123,567 shares; 2025Q1: 138,177 shares; 2025Q2: 140,317 shares; 2025Q3: 145,359 shares; 2025Q4: 148,516 shares; 2026Q1: 90,515 shares; 2026Q2: 103,393 shares 103,393 $4.7M 0.81% +12,878 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: not reported; 2024Q4: 7,949 shares; 2025Q1: 8,243 shares; 2025Q2: 8,636 shares; 2025Q3: 8,625 shares; 2025Q4: 8,618 shares; 2026Q1: 9,251 shares; 2026Q2: 9,198 shares 9,198 $4.6M 0.79% -53 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,215 shares; 2024Q4: 18,353 shares; 2025Q1: 19,315 shares; 2025Q2: 5,592 shares; 2025Q3: 5,009 shares; 2025Q4: 4,541 shares; 2026Q1: 34,804 shares; 2026Q2: 34,718 shares 34,718 $4.46M 0.77% -86 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,407 shares; 2024Q4: 274,653 shares; 2025Q1: 270,503 shares; 2025Q2: 110,217 shares; 2025Q3: 114,987 shares; 2025Q4: 146,139 shares; 2026Q1: 112,981 shares; 2026Q2: 119,200 shares 119,200 $4.39M 0.75% +6,219 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,034 shares; 2025Q1: 2,768 shares; 2025Q2: 9,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,203 shares; 2026Q1: 14,887 shares; 2026Q2: 16,722 shares 16,722 $4.21M 0.72% +1,835 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; 2024Q3: not reported; 2024Q4: 90,413 shares; 2025Q1: 70,947 shares; 2025Q2: 70,758 shares; 2025Q3: 75,139 shares; 2025Q4: 78,303 shares; 2026Q1: 68,858 shares; 2026Q2: 68,647 shares 68,647 $4M 0.69% -211 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; 2024Q3: not reported; 2024Q4: 18,195 shares; 2025Q1: 19,622 shares; 2025Q2: 19,343 shares; 2025Q3: 17,188 shares; 2025Q4: 17,041 shares; 2026Q1: 19,044 shares; 2026Q2: 19,047 shares 19,047 $3.86M 0.66% +3 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 4,267 shares; 2025Q1: 4,238 shares; 2025Q2: 4,188 shares; 2025Q3: 4,082 shares; 2025Q4: 4,407 shares; 2026Q1: 4,726 shares; 2026Q2: 4,913 shares 4,913 $3.68M 0.63% +187 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,871 shares; 2025Q3: 126,202 shares; 2025Q4: 144,911 shares; 2026Q1: 285,325 shares; 2026Q2: 286,357 shares 286,357 $3.63M 0.62% +1,032 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,897 shares; 2024Q4: 86,160 shares; 2025Q1: 92,662 shares; 2025Q2: 84,440 shares; 2025Q3: 52,603 shares; 2025Q4: 84,481 shares; 2026Q1: 37,964 shares; 2026Q2: 34,623 shares 34,623 $3.6M 0.62% -3,341 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 10,739 shares; 2025Q1: 10,273 shares; 2025Q2: 10,009 shares; 2025Q3: 9,752 shares; 2025Q4: 9,790 shares; 2026Q1: 10,049 shares; 2026Q2: 9,948 shares 9,948 $3.51M 0.6% -101 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: 8,867 shares; 2025Q1: 8,684 shares; 2025Q2: 8,631 shares; 2025Q3: 8,707 shares; 2025Q4: 7,912 shares; 2026Q1: 8,880 shares; 2026Q2: 9,652 shares 9,652 $3.41M 0.59% +772 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 13,315 shares; 2025Q1: 15,818 shares; 2025Q2: 23,187 shares; 2025Q3: 25,268 shares; 2025Q4: 31,306 shares; 2026Q1: 16,892 shares; 2026Q2: 16,962 shares 16,962 $3.39M 0.58% +70 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: 1,975 shares; 2024Q4: 5,288 shares; 2025Q1: 4,871 shares; 2025Q2: 5,145 shares; 2025Q3: 5,178 shares; 2025Q4: 5,411 shares; 2026Q1: 5,830 shares; 2026Q2: 5,888 shares 5,888 $3.32M 0.57% +58 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,140 shares; 2024Q4: 176,988 shares; 2025Q1: 181,492 shares; 2025Q2: 176,931 shares; 2025Q3: 168,639 shares; 2025Q4: 164,131 shares; 2026Q1: 112,861 shares; 2026Q2: 137,152 shares 137,152 $3.25M 0.56% +24,291 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,862 shares; 2024Q4: 66,616 shares; 2025Q1: 64,005 shares; 2025Q2: 35,517 shares; 2025Q3: 35,100 shares; 2025Q4: 34,869 shares; 2026Q1: 4,481 shares; 2026Q2: 34,233 shares 34,233 $3.2M 0.55% +29,752 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: not reported; 2024Q4: 7,929 shares; 2025Q1: 13,562 shares; 2025Q2: 17,951 shares; 2025Q3: 18,754 shares; 2025Q4: 20,322 shares; 2026Q1: 25,473 shares; 2026Q2: 26,789 shares 26,789 $3.19M 0.55% +1,316 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 13,341 shares; 2025Q1: 13,969 shares; 2025Q2: 14,335 shares; 2025Q3: 13,100 shares; 2025Q4: 12,755 shares; 2026Q1: 12,734 shares; 2026Q2: 11,815 shares 11,815 $3M 0.51% -919 Timeline AVDE 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: 6,248 shares; 2024Q4: 7,370 shares; 2025Q1: 5,699 shares; 2025Q2: 74,830 shares; 2025Q3: 48,722 shares; 2025Q4: 74,847 shares; 2026Q1: 35,896 shares; 2026Q2: 33,097 shares 33,097 $2.95M 0.51% -2,799 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,730 shares; 2024Q4: 18,462 shares; 2025Q1: 21,341 shares; 2025Q2: 27,856 shares; 2025Q3: 31,090 shares; 2025Q4: 37,803 shares; 2026Q1: 38,374 shares; 2026Q2: 38,911 shares 38,911 $2.94M 0.51% +537 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,305 shares; 2025Q1: 21,360 shares; 2025Q2: 30,467 shares; 2025Q3: 38,073 shares; 2025Q4: 37,229 shares; 2026Q1: 62,985 shares; 2026Q2: 90,894 shares 90,894 $2.74M 0.47% +27,909 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,679 shares; 2025Q4: 1,819 shares; 2026Q1: 2,462 shares; 2026Q2: 2,285 shares 2,285 $2.68M 0.46% -177 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,379 shares; 2026Q2: 50,894 shares 50,894 $2.57M 0.44% +4,515 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,816 shares; 2024Q4: 20,735 shares; 2025Q1: 22,984 shares; 2025Q2: 30,192 shares; 2025Q3: 31,320 shares; 2025Q4: 36,641 shares; 2026Q1: 31,611 shares; 2026Q2: 30,872 shares 30,872 $2.56M 0.44% -739 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,510 shares; 2024Q4: 18,030 shares; 2025Q1: 19,721 shares; 2025Q2: 19,468 shares; 2025Q3: 21,769 shares; 2025Q4: 23,170 shares; 2026Q1: 23,062 shares; 2026Q2: 23,146 shares 23,146 $2.55M 0.44% +84 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,769 shares; 2026Q2: 51,590 shares 51,590 $2.49M 0.43% +6,821 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: 600 shares; 2024Q4: 1,350 shares; 2025Q1: 711 shares; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 1,332 shares; 2026Q1: 2,887 shares; 2026Q2: 3,331 shares 3,331 $2.45M 0.42% +444 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,210 shares; 2025Q4: 1,262 shares; 2026Q1: 2,645 shares; 2026Q2: 3,244 shares 3,244 $2.42M 0.42% +599 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: 1,860 shares; 2025Q3: 1,771 shares; 2025Q4: 1,889 shares; 2026Q1: 3,300 shares; 2026Q2: 2,095 shares 2,095 $2.42M 0.42% -1,205 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; 2024Q3: 51,815 shares; 2024Q4: 103,630 shares; 2025Q1: 103,630 shares; 2025Q2: 103,630 shares; 2025Q3: not reported; 2025Q4: 103,630 shares; 2026Q1: 103,630 shares; 2026Q2: 103,630 shares 103,630 $2.4M 0.41% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 14,015 shares; 2025Q1: 13,406 shares; 2025Q2: 13,320 shares; 2025Q3: 13,701 shares; 2025Q4: 14,014 shares; 2026Q1: 18,316 shares; 2026Q2: 16,982 shares 16,982 $2.32M 0.4% -1,334 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,186 shares; 2024Q4: 21,630 shares; 2025Q1: 111,121 shares; 2025Q2: 68,723 shares; 2025Q3: 21,047 shares; 2025Q4: 22,901 shares; 2026Q1: 21,669 shares; 2026Q2: 23,131 shares 23,131 $2.23M 0.38% +1,462 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 6,590 shares; 2025Q1: 6,555 shares; 2025Q2: 6,527 shares; 2025Q3: not reported; 2025Q4: 6,538 shares; 2026Q1: 6,463 shares; 2026Q2: 6,471 shares 6,471 $2.21M 0.38% +8 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,186 shares; 2024Q4: 31,164 shares; 2025Q1: 36,082 shares; 2025Q2: 45,591 shares; 2025Q3: 48,929 shares; 2025Q4: 59,213 shares; 2026Q1: 51,460 shares; 2026Q2: 53,812 shares 53,812 $2.2M 0.38% +2,352 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,153 shares; 2024Q4: 5,797 shares; 2025Q1: 6,005 shares; 2025Q2: 5,913 shares; 2025Q3: 5,654 shares; 2025Q4: 5,573 shares; 2026Q1: 5,165 shares; 2026Q2: 4,979 shares 4,979 $2.12M 0.36% -186 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,887 shares; 2026Q1: 18,303 shares; 2026Q2: 17,684 shares 17,684 $2.03M 0.35% -619 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: not reported; 2024Q4: 4,262 shares; 2025Q1: 4,458 shares; 2025Q2: 4,785 shares; 2025Q3: 4,702 shares; 2025Q4: 4,547 shares; 2026Q1: 4,851 shares; 2026Q2: 4,817 shares 4,817 $2.03M 0.35% -34 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: 11,699 shares; 2024Q4: 18,920 shares; 2025Q1: 19,695 shares; 2025Q2: 19,370 shares; 2025Q3: 19,418 shares; 2025Q4: 20,114 shares; 2026Q1: 20,624 shares; 2026Q2: 20,937 shares 20,937 $2.02M 0.35% +313 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,067 shares; 2025Q2: 1,234 shares; 2025Q3: 1,356 shares; 2025Q4: 1,434 shares; 2026Q1: 5,451 shares; 2026Q2: 5,409 shares 5,409 $2.02M 0.35% -42 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,387 shares; 2024Q4: 24,160 shares; 2025Q1: 26,121 shares; 2025Q2: 24,503 shares; 2025Q3: 24,283 shares; 2025Q4: 23,974 shares; 2026Q1: 23,155 shares; 2026Q2: 22,604 shares 22,604 $1.98M 0.34% -551 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: 5,155 shares; 2024Q4: 5,802 shares; 2025Q1: 6,178 shares; 2025Q2: 6,341 shares; 2025Q3: 6,840 shares; 2025Q4: 6,718 shares; 2026Q1: 5,687 shares; 2026Q2: 4,969 shares 4,969 $1.97M 0.34% -718 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 11,885 shares; 2025Q1: 10,084 shares; 2025Q2: 10,761 shares; 2025Q3: 2,022 shares; 2025Q4: 15,842 shares; 2026Q1: 16,513 shares; 2026Q2: 16,761 shares 16,761 $1.96M 0.34% +248 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: not reported; 2025Q4: 31,134 shares; 2026Q1: 31,134 shares; 2026Q2: 31,134 shares 31,134 $1.91M 0.33% 0 Timeline LFEQ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,349 shares; 2025Q1: 30,392 shares; 2025Q2: 27,132 shares; 2025Q3: 28,700 shares; 2025Q4: 28,563 shares; 2026Q1: 31,855 shares; 2026Q2: 31,896 shares 31,896 $1.9M 0.33% +41 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,383 shares; 2025Q1: 8,632 shares; 2025Q2: 6,859 shares; 2025Q3: 5,919 shares; 2025Q4: 6,660 shares; 2026Q1: 8,756 shares; 2026Q2: 8,888 shares 8,888 $1.89M 0.32% +132 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,093 shares; 2024Q4: 17,723 shares; 2025Q1: 18,622 shares; 2025Q2: 18,171 shares; 2025Q3: 18,448 shares; 2025Q4: 15,618 shares; 2026Q1: 13,686 shares; 2026Q2: 12,917 shares 12,917 $1.89M 0.32% -769 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,807 shares; 2024Q4: 40,010 shares; 2025Q1: 42,460 shares; 2025Q2: 43,074 shares; 2025Q3: 42,415 shares; 2025Q4: 44,471 shares; 2026Q1: 44,558 shares; 2026Q2: 44,278 shares 44,278 $1.87M 0.32% -280 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 7,822 shares; 2025Q1: 8,038 shares; 2025Q2: 8,003 shares; 2025Q3: 7,743 shares; 2025Q4: 7,576 shares; 2026Q1: 6,919 shares; 2026Q2: 6,865 shares 6,865 $1.87M 0.32% -54 Timeline DFAC 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: 29,107 shares; 2024Q4: 27,302 shares; 2025Q1: 27,370 shares; 2025Q2: 27,452 shares; 2025Q3: 27,177 shares; 2025Q4: 26,774 shares; 2026Q1: 26,842 shares; 2026Q2: 36,247 shares 36,247 $1.87M 0.32% +9,405 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 5,613 shares; 2025Q1: 5,818 shares; 2025Q2: 5,664 shares; 2025Q3: 5,424 shares; 2025Q4: 5,632 shares; 2026Q1: 4,858 shares; 2026Q2: 5,442 shares 5,442 $1.85M 0.32% +584 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,123 shares; 2024Q4: 5,239 shares; 2025Q1: 4,968 shares; 2025Q2: 4,751 shares; 2025Q3: 4,611 shares; 2025Q4: 4,938 shares; 2026Q1: 5,437 shares; 2026Q2: 5,375 shares 5,375 $1.84M 0.32% -62 Timeline SPEM 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; 2024Q3: 7,662 shares; 2024Q4: 19,005 shares; 2025Q1: 23,761 shares; 2025Q2: 24,665 shares; 2025Q3: 25,523 shares; 2025Q4: 26,724 shares; 2026Q1: 33,060 shares; 2026Q2: 34,953 shares 34,953 $1.81M 0.31% +1,893 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 5,492 shares; 2026Q2: 5,846 shares 5,846 $1.77M 0.3% +354 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: 4,712 shares; 2025Q1: 4,776 shares; 2025Q2: 4,670 shares; 2025Q3: 4,624 shares; 2025Q4: 4,600 shares; 2026Q1: 4,253 shares; 2026Q2: 4,259 shares 4,259 $1.77M 0.3% +6 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: 4,147 shares; 2024Q4: 6,582 shares; 2025Q1: 7,792 shares; 2025Q2: 7,896 shares; 2025Q3: 7,831 shares; 2025Q4: 6,969 shares; 2026Q1: 5,769 shares; 2026Q2: 3,041 shares 3,041 $1.77M 0.3% -2,728 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,702 shares 6,702 $1.71M 0.29% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,395 shares; 2026Q2: 24,882 shares 24,882 $1.68M 0.29% -513 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: 3,606 shares; 2025Q2: 3,896 shares; 2025Q3: 3,880 shares; 2025Q4: 3,600 shares; 2026Q1: 3,099 shares; 2026Q2: 2,330 shares 2,330 $1.66M 0.29% -769 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,911 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,918 shares; 2025Q4: 18,815 shares; 2026Q1: 16,951 shares; 2026Q2: 16,724 shares 16,724 $1.66M 0.28% -227 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 4,465 shares; 2025Q1: 4,814 shares; 2025Q2: 5,374 shares; 2025Q3: 5,894 shares; 2025Q4: 6,418 shares; 2026Q1: 4,437 shares; 2026Q2: 3,982 shares 3,982 $1.66M 0.28% -455 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: 8,311 shares; 2024Q4: 8,714 shares; 2025Q1: 8,522 shares; 2025Q2: 7,820 shares; 2025Q3: 7,631 shares; 2025Q4: 7,581 shares; 2026Q1: 7,966 shares; 2026Q2: 7,844 shares 7,844 $1.62M 0.28% -122 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: 3,789 shares; 2024Q4: 4,858 shares; 2025Q1: 4,822 shares; 2025Q2: 4,800 shares; 2025Q3: 4,687 shares; 2025Q4: 4,500 shares; 2026Q1: 4,673 shares; 2026Q2: 4,579 shares 4,579 $1.57M 0.27% -94 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 2,401 shares; 2025Q2: 2,546 shares; 2025Q3: 2,475 shares; 2025Q4: 3,167 shares; 2026Q1: 3,317 shares; 2026Q2: 3,283 shares 3,283 $1.57M 0.27% -34 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 2,938 shares; 2025Q4: 3,383 shares; 2026Q1: 9,490 shares; 2026Q2: 9,449 shares 9,449 $1.53M 0.26% -41 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 939 shares; 2025Q1: 889 shares; 2025Q2: 949 shares; 2025Q3: 1,067 shares; 2025Q4: 1,385 shares; 2026Q1: 1,535 shares; 2026Q2: 1,429 shares 1,429 $1.52M 0.26% -106 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: 101,174 shares; 2024Q4: 322,747 shares; 2025Q1: 323,327 shares; 2025Q2: 34,937 shares; 2025Q3: 38,781 shares; 2025Q4: 53,056 shares; 2026Q1: 45,054 shares; 2026Q2: 46,886 shares 46,886 $1.49M 0.26% +1,832 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,273 shares; 2025Q1: 24,438 shares; 2025Q2: 24,590 shares; 2025Q3: 24,285 shares; 2025Q4: 24,579 shares; 2026Q1: 22,615 shares; 2026Q2: 23,590 shares 23,590 $1.46M 0.25% +975 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,725 shares; 2024Q4: 7,924 shares; 2025Q1: 7,951 shares; 2025Q2: 7,414 shares; 2025Q3: 7,107 shares; 2025Q4: 6,881 shares; 2026Q1: 6,263 shares; 2026Q2: 6,510 shares 6,510 $1.44M 0.25% +247 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 5,480 shares; 2025Q1: 5,672 shares; 2025Q2: 5,604 shares; 2025Q3: 5,350 shares; 2025Q4: 5,355 shares; 2026Q1: 4,829 shares; 2026Q2: 4,835 shares 4,835 $1.42M 0.24% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: not reported; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares; 2026Q2: 4,626 shares 4,626 $1.39M 0.24% +111 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,983 shares; 2026Q1: 10,916 shares; 2026Q2: 10,621 shares 10,621 $1.36M 0.23% -295 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,354 shares; 2024Q4: 3,848 shares; 2025Q1: 1,848 shares; 2025Q2: 2,159 shares; 2025Q3: not reported; 2025Q4: 4,723 shares; 2026Q1: 7,004 shares; 2026Q2: 7,084 shares 7,084 $1.35M 0.23% +80 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 6,464 shares; 2025Q1: 6,785 shares; 2025Q2: 6,469 shares; 2025Q3: 6,433 shares; 2025Q4: 6,637 shares; 2026Q1: 6,208 shares; 2026Q2: 5,629 shares 5,629 $1.34M 0.23% -579 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares; 2026Q2: 1,822 shares 1,822 $1.32M 0.23% -928 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 10,444 shares; 2025Q1: 10,828 shares; 2025Q2: 10,628 shares; 2025Q3: 10,092 shares; 2025Q4: 9,966 shares; 2026Q1: 8,841 shares; 2026Q2: 5,142 shares 5,142 $1.31M 0.23% -3,699 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 8,337 shares; 2025Q1: 8,280 shares; 2025Q2: 8,003 shares; 2025Q3: 5,985 shares; 2025Q4: 6,349 shares; 2026Q1: 9,496 shares; 2026Q2: 7,930 shares 7,930 $1.31M 0.23% -1,566 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 10,492 shares; 2025Q1: 11,868 shares; 2025Q2: 13,031 shares; 2025Q3: 13,595 shares; 2025Q4: 17,300 shares; 2026Q1: 42,122 shares; 2026Q2: 14,912 shares 14,912 $1.31M 0.22% -27,210 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 17,042 shares 17,042 $1.29M 0.22% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,200 shares; 2024Q4: 15,991 shares; 2025Q1: 15,732 shares; 2025Q2: 15,275 shares; 2025Q3: 15,433 shares; 2025Q4: 18,510 shares; 2026Q1: 17,240 shares; 2026Q2: 16,490 shares 16,490 $1.27M 0.22% -750 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,316 shares; 2025Q2: 11,527 shares; 2025Q3: 11,525 shares; 2025Q4: 10,590 shares; 2026Q1: 12,760 shares; 2026Q2: 13,272 shares 13,272 $1.27M 0.22% +512 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 12,592 shares; 2025Q1: 14,941 shares; 2025Q2: 15,190 shares; 2025Q3: 16,184 shares; 2025Q4: 16,928 shares; 2026Q1: 21,356 shares; 2026Q2: 23,196 shares 23,196 $1.27M 0.22% +1,840 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 7,412 shares; 2026Q1: 24,186 shares; 2026Q2: 26,042 shares 26,042 $1.26M 0.22% +1,856 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 8,038 shares; 2025Q1: 7,526 shares; 2025Q2: 7,387 shares; 2025Q3: 7,112 shares; 2025Q4: 7,629 shares; 2026Q1: 6,653 shares; 2026Q2: 6,653 shares 6,653 $1.25M 0.21% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,234 shares; 2025Q3: 26,558 shares; 2025Q4: 46,017 shares; 2026Q1: 39,066 shares; 2026Q2: 34,108 shares 34,108 $1.22M 0.21% -4,958 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 959 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 1,911 shares; 2026Q2: 1,911 shares 1,911 $1.21M 0.21% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 504 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 494 shares; 2026Q1: 518 shares; 2026Q2: 1,233 shares 1,233 $1.21M 0.21% +715 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,146 shares; 2025Q1: 18,435 shares; 2025Q2: 18,465 shares; 2025Q3: 26,669 shares; 2025Q4: 26,869 shares; 2026Q1: 27,985 shares; 2026Q2: 28,013 shares 28,013 $1.19M 0.2% +28 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,076 shares; 2024Q4: 17,175 shares; 2025Q1: 19,249 shares; 2025Q2: 19,460 shares; 2025Q3: 18,712 shares; 2025Q4: 18,668 shares; 2026Q1: 19,232 shares; 2026Q2: 30,381 shares 30,381 $1.18M 0.2% +11,149 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,867 shares; 2025Q1: 21,718 shares; 2025Q2: 23,718 shares; 2025Q3: 23,502 shares; 2025Q4: 24,853 shares; 2026Q1: 20,478 shares; 2026Q2: 23,909 shares 23,909 $1.18M 0.2% +3,431 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,921 shares; 2024Q4: 13,552 shares; 2025Q1: 13,168 shares; 2025Q2: 11,968 shares; 2025Q3: 3,171 shares; 2025Q4: 11,795 shares; 2026Q1: 11,818 shares; 2026Q2: 15,598 shares 15,598 $1.18M 0.2% +3,780 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 7,721 shares; 2025Q3: 7,192 shares; 2025Q4: 7,077 shares; 2026Q1: 6,716 shares; 2026Q2: 6,560 shares 6,560 $1.16M 0.2% -156 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: not reported; 2024Q4: 3,764 shares; 2025Q1: 3,568 shares; 2025Q2: 4,089 shares; 2025Q3: 4,036 shares; 2025Q4: 12,646 shares; 2026Q1: 13,521 shares; 2026Q2: 13,888 shares 13,888 $1.15M 0.2% +367 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,285 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 3,957 shares; 2026Q1: 4,811 shares; 2026Q2: 4,813 shares 4,813 $1.14M 0.2% +2 Timeline DFIC 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: 16,447 shares; 2024Q4: 16,582 shares; 2025Q1: 16,632 shares; 2025Q2: 16,859 shares; 2025Q3: 16,929 shares; 2025Q4: 17,048 shares; 2026Q1: 35,315 shares; 2026Q2: 30,393 shares 30,393 $1.13M 0.19% -4,922 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; 2024Q3: not reported; 2024Q4: 3,975 shares; 2025Q1: 4,501 shares; 2025Q2: 4,505 shares; 2025Q3: 4,968 shares; 2025Q4: 5,209 shares; 2026Q1: 4,448 shares; 2026Q2: 5,093 shares 5,093 $1.12M 0.19% +645 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,589 shares; 2026Q2: 41,241 shares 41,241 $1.12M 0.19% -2,348 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,952 shares; 2025Q1: 13,907 shares; 2025Q2: 14,908 shares; 2025Q3: 15,210 shares; 2025Q4: 14,221 shares; 2026Q1: 15,029 shares; 2026Q2: 15,156 shares 15,156 $1.09M 0.19% +127 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,250 shares; 2025Q3: 10,224 shares; 2025Q4: 11,543 shares; 2026Q1: 10,193 shares; 2026Q2: 9,243 shares 9,243 $1.08M 0.19% -950 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,794 shares; 2024Q4: 10,413 shares; 2025Q1: 10,749 shares; 2025Q2: 10,125 shares; 2025Q3: 10,074 shares; 2025Q4: 10,029 shares; 2026Q1: 7,976 shares; 2026Q2: 7,060 shares 7,060 $1.07M 0.18% -916 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,417 shares; 2026Q2: 6,868 shares 6,868 $1.07M 0.18% +451 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253,616 shares; 2025Q2: 46,651 shares; 2025Q3: 6,605 shares; 2025Q4: 9,233 shares; 2026Q1: 29,036 shares; 2026Q2: 10,538 shares 10,538 $1.06M 0.18% -18,498 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 3,892 shares; 2025Q1: 4,202 shares; 2025Q2: 4,025 shares; 2025Q3: 3,903 shares; 2025Q4: 4,000 shares; 2026Q1: 4,009 shares; 2026Q2: 3,752 shares 3,752 $1.05M 0.18% -257 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,092 shares; 2026Q2: 22,694 shares 22,694 $1.05M 0.18% +602 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; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 3,298 shares; 2025Q4: 3,419 shares; 2026Q1: 5,544 shares; 2026Q2: 6,629 shares 6,629 $1.04M 0.18% +1,085 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares; 2026Q2: 2,348 shares 2,348 $1.02M 0.17% -153 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,079 shares; 2026Q2: 14,131 shares 14,131 $1.02M 0.17% +2,052 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,781 shares; 2025Q1: 2,702 shares; 2025Q2: 2,670 shares; 2025Q3: 1,588 shares; 2025Q4: 2,905 shares; 2026Q1: 3,033 shares; 2026Q2: 3,590 shares 3,590 $1.01M 0.17% +557 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,505 shares; 2025Q2: 1,615 shares; 2025Q3: 1,644 shares; 2025Q4: 1,576 shares; 2026Q1: 2,840 shares; 2026Q2: 2,641 shares 2,641 $991K 0.17% -199 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,797 shares; 2025Q1: 2,980 shares; 2025Q2: 2,564 shares; 2025Q3: 2,660 shares; 2025Q4: 2,536 shares; 2026Q1: 2,191 shares; 2026Q2: 2,012 shares 2,012 $988K 0.17% -179 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,847 shares; 2025Q1: 1,890 shares; 2025Q2: 1,874 shares; 2025Q3: 1,892 shares; 2025Q4: 2,007 shares; 2026Q1: 2,002 shares; 2026Q2: 7,834 shares 7,834 $973K 0.17% +5,832 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,004 shares; 2024Q4: 13,349 shares; 2025Q1: 13,416 shares; 2025Q2: 13,514 shares; 2025Q3: not reported; 2025Q4: 9,406 shares; 2026Q1: 11,473 shares; 2026Q2: 10,268 shares 10,268 $962K 0.17% -1,205 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,578 shares; 2025Q4: 5,769 shares; 2026Q1: 8,206 shares; 2026Q2: 9,833 shares 9,833 $960K 0.16% +1,627 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 5,943 shares; 2025Q1: 6,676 shares; 2025Q2: 6,423 shares; 2025Q3: 6,482 shares; 2025Q4: 6,064 shares; 2026Q1: 5,814 shares; 2026Q2: 5,441 shares 5,441 $956K 0.16% -373 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,409 shares; 2025Q4: 21,069 shares; 2026Q1: 22,228 shares; 2026Q2: 35,993 shares 35,993 $955K 0.16% +13,765 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,647 shares; 2025Q3: 2,517 shares; 2025Q4: 2,746 shares; 2026Q1: 2,367 shares; 2026Q2: 6,006 shares 6,006 $953K 0.16% +3,639 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,388 shares; 2026Q1: 1,520 shares; 2026Q2: 1,449 shares 1,449 $950K 0.16% -71 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,655 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,702 shares; 2025Q4: 4,017 shares; 2026Q1: 3,998 shares; 2026Q2: 3,866 shares 3,866 $937K 0.16% -132 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 3,393 shares; 2025Q2: 3,693 shares; 2025Q3: 3,692 shares; 2025Q4: 3,723 shares; 2026Q1: 3,882 shares; 2026Q2: 3,844 shares 3,844 $934K 0.16% -38 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,439 shares 18,439 $925K 0.16% new 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: 52,630 shares; 2024Q4: 55,602 shares; 2025Q1: 56,327 shares; 2025Q2: 56,100 shares; 2025Q3: 54,965 shares; 2025Q4: 54,585 shares; 2026Q1: 33,518 shares; 2026Q2: 25,099 shares 25,099 $917K 0.16% -8,419 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 871 shares 871 $908K 0.16% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 7,121 shares; 2025Q2: 7,106 shares; 2025Q3: 6,904 shares; 2025Q4: 7,206 shares; 2026Q1: 6,892 shares; 2026Q2: 6,658 shares 6,658 $901K 0.15% -234 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,125 shares; 2026Q2: 3,563 shares 3,563 $885K 0.15% +1,438 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares; 2026Q2: 2,427 shares 2,427 $879K 0.15% -7 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: 6,610 shares; 2025Q1: 6,025 shares; 2025Q2: 4,753 shares; 2025Q3: 4,344 shares; 2025Q4: 5,050 shares; 2026Q1: 7,262 shares; 2026Q2: 7,368 shares 7,368 $865K 0.15% +106 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; 2024Q3: 6,645 shares; 2024Q4: 10,421 shares; 2025Q1: 11,821 shares; 2025Q2: 11,215 shares; 2025Q3: 11,439 shares; 2025Q4: 10,831 shares; 2026Q1: 9,845 shares; 2026Q2: 9,328 shares 9,328 $844K 0.14% -517 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,082 shares; 2025Q4: 9,780 shares; 2026Q1: 10,579 shares; 2026Q2: 17,976 shares 17,976 $844K 0.14% +7,397 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,416 shares; 2025Q1: 14,383 shares; 2025Q2: 14,414 shares; 2025Q3: 14,421 shares; 2025Q4: 14,513 shares; 2026Q1: 14,305 shares; 2026Q2: 14,275 shares 14,275 $813K 0.14% -30 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,425 shares; 2026Q2: 13,161 shares 13,161 $809K 0.14% +1,736 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,540 shares; 2025Q2: 4,584 shares; 2025Q3: 4,818 shares; 2025Q4: 5,361 shares; 2026Q1: 5,339 shares; 2026Q2: 5,495 shares 5,495 $805K 0.14% +156 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 3,955 shares; 2025Q1: 4,085 shares; 2025Q2: 3,939 shares; 2025Q3: 3,990 shares; 2025Q4: 3,657 shares; 2026Q1: 4,044 shares; 2026Q2: 5,098 shares 5,098 $799K 0.14% +1,054 Timeline L LOEWS CORP More: the full row for LOEWS 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: 7,000 shares; 2026Q2: 7,000 shares 7,000 $792K 0.14% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,254 shares; 2024Q4: 121,773 shares; 2025Q1: 125,964 shares; 2025Q2: 115,595 shares; 2025Q3: 113,925 shares; 2025Q4: 117,093 shares; 2026Q1: 50,366 shares; 2026Q2: 42,591 shares 42,591 $789K 0.14% -7,775 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: 4,012 shares; 2025Q1: 4,472 shares; 2025Q2: 4,455 shares; 2025Q3: not reported; 2025Q4: 4,766 shares; 2026Q1: 4,751 shares; 2026Q2: 4,640 shares 4,640 $788K 0.14% -111 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 902 shares; 2025Q2: 1,017 shares; 2025Q3: 1,024 shares; 2025Q4: 994 shares; 2026Q1: 1,883 shares; 2026Q2: 1,755 shares 1,755 $783K 0.13% -128 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,726 shares; 2025Q2: 82,658 shares; 2025Q3: 96,972 shares; 2025Q4: 128,435 shares; 2026Q1: 30,796 shares; 2026Q2: 30,638 shares 30,638 $782K 0.13% -158 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,273 shares; 2025Q1: 9,728 shares; 2025Q2: 9,780 shares; 2025Q3: 7,996 shares; 2025Q4: 8,416 shares; 2026Q1: 9,290 shares; 2026Q2: 9,202 shares 9,202 $748K 0.13% -88 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,988 shares; 2024Q4: 11,347 shares; 2025Q1: 12,733 shares; 2025Q2: 12,054 shares; 2025Q3: 12,142 shares; 2025Q4: 10,256 shares; 2026Q1: 10,741 shares; 2026Q2: 10,910 shares 10,910 $735K 0.13% +169 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,186 shares; 2024Q4: 15,796 shares; 2025Q1: 17,339 shares; 2025Q2: 16,670 shares; 2025Q3: 19,171 shares; 2025Q4: 19,330 shares; 2026Q1: 15,853 shares; 2026Q2: 21,552 shares 21,552 $733K 0.13% +5,699 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 7,832 shares; 2025Q2: 7,824 shares; 2025Q3: 7,824 shares; 2025Q4: 11,573 shares; 2026Q1: 10,422 shares; 2026Q2: 9,705 shares 9,705 $732K 0.13% -717 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,868 shares; 2025Q4: 3,972 shares; 2026Q1: 3,853 shares; 2026Q2: 3,786 shares 3,786 $721K 0.12% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,060 shares; 2026Q1: 18,823 shares; 2026Q2: 16,646 shares 16,646 $718K 0.12% -2,177 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,989 shares; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 41,660 shares; 2025Q3: 31,216 shares; 2025Q4: 33,349 shares; 2026Q1: 66,522 shares; 2026Q2: 63,591 shares 63,591 $717K 0.12% -2,931 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,288 shares; 2025Q1: 31,969 shares; 2025Q2: 33,487 shares; 2025Q3: 34,350 shares; 2025Q4: 50,597 shares; 2026Q1: 36,834 shares; 2026Q2: 37,202 shares 37,202 $711K 0.12% +368 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,171 shares; 2024Q4: 109,426 shares; 2025Q1: 124,969 shares; 2025Q2: 133,827 shares; 2025Q3: 136,672 shares; 2025Q4: 154,921 shares; 2026Q1: 65,690 shares; 2026Q2: 64,615 shares 64,615 $702K 0.12% -1,075 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,923 shares; 2025Q1: 3,030 shares; 2025Q2: 3,111 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares; 2026Q1: 5,909 shares; 2026Q2: 7,729 shares 7,729 $701K 0.12% +1,820 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,173 shares; 2025Q1: 23,619 shares; 2025Q2: 25,729 shares; 2025Q3: 25,157 shares; 2025Q4: 25,600 shares; 2026Q1: 32,711 shares; 2026Q2: 33,658 shares 33,658 $697K 0.12% +947 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 791 shares; 2026Q1: 642 shares; 2026Q2: 5,816 shares 5,816 $695K 0.12% +5,174 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 3,331 shares; 2025Q1: 3,891 shares; 2025Q2: 4,216 shares; 2025Q3: 4,343 shares; 2025Q4: 4,223 shares; 2026Q1: 3,803 shares; 2026Q2: 3,567 shares 3,567 $689K 0.12% -236 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: not reported; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares; 2026Q2: 3,565 shares 3,565 $678K 0.12% -23 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 503 shares; 2025Q3: 559 shares; 2025Q4: 634 shares; 2026Q1: 668 shares; 2026Q2: 666 shares 666 $674K 0.12% -2 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; 2024Q3: 1,492 shares; 2024Q4: 1,938 shares; 2025Q1: 2,045 shares; 2025Q2: 2,006 shares; 2025Q3: 1,990 shares; 2025Q4: 1,902 shares; 2026Q1: 1,665 shares; 2026Q2: 1,619 shares 1,619 $659K 0.11% -46 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; 2024Q3: 1,853 shares; 2024Q4: 2,801 shares; 2025Q1: 2,795 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares; 2026Q2: 2,813 shares 2,813 $629K 0.11% -15 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,389 shares 4,389 $613K 0.11% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,600 shares; 2026Q1: 41,370 shares; 2026Q2: 65,909 shares 65,909 $608K 0.1% +24,539 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,273 shares; 2025Q1: 6,137 shares; 2025Q2: 6,963 shares; 2025Q3: 7,601 shares; 2025Q4: 9,485 shares; 2026Q1: 7,540 shares; 2026Q2: 8,030 shares 8,030 $605K 0.1% +490 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,009 shares; 2024Q4: 8,134 shares; 2025Q1: 8,616 shares; 2025Q2: 8,477 shares; 2025Q3: 8,916 shares; 2025Q4: 8,916 shares; 2026Q1: 8,109 shares; 2026Q2: 7,687 shares 7,687 $592K 0.1% -422 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $579K 0.1% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,022 shares; 2025Q1: 12,875 shares; 2025Q2: 9,397 shares; 2025Q3: 8,948 shares; 2025Q4: 9,357 shares; 2026Q1: 10,054 shares; 2026Q2: 9,267 shares 9,267 $576K 0.1% -787 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: not reported; 2025Q2: 1,903 shares; 2025Q3: 3,019 shares; 2025Q4: 4,220 shares; 2026Q1: 4,288 shares; 2026Q2: 4,698 shares 4,698 $565K 0.1% +410 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,229 shares; 2025Q4: 3,292 shares; 2026Q1: 3,286 shares; 2026Q2: 3,501 shares 3,501 $560K 0.1% +215 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,160 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 77,405 shares; 2026Q1: 77,405 shares; 2026Q2: 77,405 shares 77,405 $545K 0.09% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,232 shares; 2025Q1: 2,230 shares; 2025Q2: 1,880 shares; 2025Q3: 1,805 shares; 2025Q4: 2,006 shares; 2026Q1: 2,062 shares; 2026Q2: 2,463 shares 2,463 $533K 0.09% +401 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; 2024Q3: not reported; 2024Q4: 9,051 shares; 2025Q1: 9,051 shares; 2025Q2: 9,051 shares; 2025Q3: not reported; 2025Q4: 13,610 shares; 2026Q1: 14,430 shares; 2026Q2: 14,430 shares 14,430 $530K 0.09% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,193 shares; 2026Q1: 15,683 shares; 2026Q2: 14,133 shares 14,133 $523K 0.09% -1,550 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 541 shares; 2025Q2: 536 shares; 2025Q3: 546 shares; 2025Q4: 656 shares; 2026Q1: 765 shares; 2026Q2: 535 shares 535 $500K 0.09% -230 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: 2,158 shares; 2025Q1: 1,608 shares; 2025Q2: 1,611 shares; 2025Q3: 1,355 shares; 2025Q4: 2,700 shares; 2026Q1: 5,269 shares; 2026Q2: 3,301 shares 3,301 $484K 0.08% -1,968 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,055 shares; 2025Q1: 11,865 shares; 2025Q2: 11,868 shares; 2025Q3: 11,867 shares; 2025Q4: 12,117 shares; 2026Q1: 12,115 shares; 2026Q2: 12,115 shares 12,115 $473K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 674 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 7,865 shares; 2026Q1: 8,611 shares; 2026Q2: 6,572 shares 6,572 $469K 0.08% -2,039 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 4,385 shares; 2026Q2: 4,393 shares 4,393 $456K 0.08% +8 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,211 shares; 2026Q2: 8,212 shares 8,212 $456K 0.08% +1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,664 shares; 2025Q3: 9,919 shares; 2025Q4: 8,760 shares; 2026Q1: 13,158 shares; 2026Q2: 13,668 shares 13,668 $455K 0.08% +510 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,530 shares 2,530 $432K 0.07% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,952 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: not reported; 2025Q4: 1,912 shares; 2026Q1: 1,929 shares; 2026Q2: 1,929 shares 1,929 $430K 0.07% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,990 shares 8,990 $424K 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,298 shares; 2025Q1: 5,022 shares; 2025Q2: 5,032 shares; 2025Q3: 4,729 shares; 2025Q4: 4,697 shares; 2026Q1: 4,399 shares; 2026Q2: 4,375 shares 4,375 $421K 0.07% -24 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,739 shares; 2025Q1: 5,870 shares; 2025Q2: 5,573 shares; 2025Q3: 5,320 shares; 2025Q4: 5,263 shares; 2026Q1: 4,709 shares; 2026Q2: 4,027 shares 4,027 $419K 0.07% -682 Timeline GOVT 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: 18,074 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares; 2025Q3: 18,728 shares; 2025Q4: 18,539 shares; 2026Q1: 18,538 shares; 2026Q2: 18,157 shares 18,157 $414K 0.07% -381 Timeline QTOP 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: 9,566 shares; 2025Q3: 9,566 shares; 2025Q4: 11,738 shares; 2026Q1: 11,738 shares; 2026Q2: 10,585 shares 10,585 $409K 0.07% -1,153 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,738 shares; 2025Q2: 10,738 shares; 2025Q3: 10,927 shares; 2025Q4: 11,130 shares; 2026Q1: 11,557 shares; 2026Q2: 10,684 shares 10,684 $406K 0.07% -873 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,359 shares; 2025Q4: 2,714 shares; 2026Q1: not reported; 2026Q2: 2,833 shares 2,833 $397K 0.07% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,446 shares; 2024Q4: 20,421 shares; 2025Q1: 10,769 shares; 2025Q2: 11,017 shares; 2025Q3: 10,283 shares; 2025Q4: 12,712 shares; 2026Q1: 15,560 shares; 2026Q2: 16,265 shares 16,265 $392K 0.07% +705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $391K 0.07% new Timeline EMLP 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: 18,099 shares; 2024Q4: 18,469 shares; 2025Q1: 18,414 shares; 2025Q2: 9,386 shares; 2025Q3: not reported; 2025Q4: 8,898 shares; 2026Q1: 8,860 shares; 2026Q2: 8,860 shares 8,860 $385K 0.07% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,135 shares; 2025Q4: 4,292 shares; 2026Q1: 6,029 shares; 2026Q2: 4,360 shares 4,360 $383K 0.07% -1,669 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 2,000 shares; 2025Q2: 1,875 shares; 2025Q3: 1,633 shares; 2025Q4: 1,670 shares; 2026Q1: 1,629 shares; 2026Q2: 1,613 shares 1,613 $383K 0.07% -16 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 504 shares; 2026Q2: 504 shares 504 $382K 0.07% 0 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; 2024Q3: not reported; 2024Q4: 3,257 shares; 2025Q1: 3,034 shares; 2025Q2: 3,067 shares; 2025Q3: 3,096 shares; 2025Q4: 3,286 shares; 2026Q1: 3,320 shares; 2026Q2: 3,020 shares 3,020 $382K 0.07% -300 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,552 shares; 2025Q1: 2,517 shares; 2025Q2: 3,071 shares; 2025Q3: 2,889 shares; 2025Q4: 3,138 shares; 2026Q1: 3,313 shares; 2026Q2: 3,005 shares 3,005 $380K 0.07% -308 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,398 shares; 2025Q4: 5,690 shares; 2026Q1: 6,870 shares; 2026Q2: 6,870 shares 6,870 $372K 0.06% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 6,774 shares 6,774 $372K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,059 shares; 2026Q2: 7,155 shares 7,155 $371K 0.06% +96 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $369K 0.06% 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; 2024Q3: 5,225 shares; 2024Q4: 8,209 shares; 2025Q1: 8,409 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 8,284 shares; 2026Q1: 8,297 shares; 2026Q2: 8,097 shares 8,097 $369K 0.06% -200 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: 1,629 shares; 2025Q2: 1,579 shares; 2025Q3: 1,554 shares; 2025Q4: 1,655 shares; 2026Q1: 1,636 shares; 2026Q2: 1,669 shares 1,669 $368K 0.06% +33 Timeline IDEV 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: 4,109 shares; 2025Q1: 4,372 shares; 2025Q2: 4,239 shares; 2025Q3: 4,658 shares; 2025Q4: 5,782 shares; 2026Q1: 4,200 shares; 2026Q2: 4,113 shares 4,113 $366K 0.06% -87 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $362K 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $357K 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614 $357K 0.06% new Timeline PFF 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: 13,453 shares; 2025Q1: 14,322 shares; 2025Q2: 13,549 shares; 2025Q3: 13,053 shares; 2025Q4: 13,030 shares; 2026Q1: 13,082 shares; 2026Q2: 11,440 shares 11,440 $349K 0.06% -1,642 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $345K 0.06% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 12,966 shares; 2025Q4: 12,966 shares; 2026Q1: 12,966 shares; 2026Q2: 12,966 shares 12,966 $337K 0.06% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $334K 0.06% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,558 shares; 2025Q4: 3,843 shares; 2026Q1: 3,501 shares; 2026Q2: 3,501 shares 3,501 $331K 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 1,992 shares; 2025Q2: 1,890 shares; 2025Q3: 1,816 shares; 2025Q4: 1,835 shares; 2026Q1: 1,513 shares; 2026Q2: 1,506 shares 1,506 $329K 0.06% -7 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,255 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,275 shares; 2026Q2: 7,344 shares 7,344 $321K 0.06% +69 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,656 shares; 2025Q2: 1,845 shares; 2025Q3: 1,906 shares; 2025Q4: 1,925 shares; 2026Q1: 2,258 shares; 2026Q2: 1,668 shares 1,668 $316K 0.05% -590 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,789 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,900 shares; 2026Q2: 2,700 shares 2,700 $308K 0.05% -200 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $306K 0.05% new 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: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,620 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $302K 0.05% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 348 shares 348 $299K 0.05% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,402 shares; 2025Q2: 2,841 shares; 2025Q3: 5,128 shares; 2025Q4: 5,246 shares; 2026Q1: 3,707 shares; 2026Q2: 3,549 shares 3,549 $293K 0.05% -158 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,273 shares; 2024Q4: 13,273 shares; 2025Q1: 13,273 shares; 2025Q2: 13,273 shares; 2025Q3: 13,273 shares; 2025Q4: 18,273 shares; 2026Q1: 18,273 shares; 2026Q2: 18,273 shares 18,273 $293K 0.05% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $292K 0.05% 0 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,629 shares; 2025Q1: 42,629 shares; 2025Q2: 43,435 shares; 2025Q3: 41,814 shares; 2025Q4: 35,945 shares; 2026Q1: 29,289 shares; 2026Q2: 29,689 shares 29,689 $292K 0.05% +400 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,726 shares 5,726 $291K 0.05% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,242 shares; 2026Q2: 2,151 shares 2,151 $290K 0.05% -2,091 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $285K 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,949 shares; 2026Q1: 11,916 shares; 2026Q2: 3,027 shares 3,027 $284K 0.05% -8,889 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,473 shares; 2025Q2: 2,483 shares; 2025Q3: 2,432 shares; 2025Q4: 2,474 shares; 2026Q1: 2,386 shares; 2026Q2: 2,375 shares 2,375 $278K 0.05% -11 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares 1,887 $264K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $257K 0.04% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,701 shares; 2025Q3: 4,706 shares; 2025Q4: 6,606 shares; 2026Q1: 4,418 shares; 2026Q2: 3,288 shares 3,288 $255K 0.04% -1,130 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,330 shares; 2026Q2: 5,330 shares 5,330 $252K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 1,352 shares 1,352 $250K 0.04% +89 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 1,534 shares 1,534 $249K 0.04% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,786 shares; 2024Q4: 7,210 shares; 2025Q1: 8,085 shares; 2025Q2: 7,122 shares; 2025Q3: 8,045 shares; 2025Q4: 10,912 shares; 2026Q1: 5,231 shares; 2026Q2: 5,151 shares 5,151 $249K 0.04% -80 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares; 2026Q2: 3,194 shares 3,194 $247K 0.04% +465 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $245K 0.04% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,820 shares; 2024Q4: 37,312 shares; 2025Q1: 41,203 shares; 2025Q2: 48,891 shares; 2025Q3: 23,614 shares; 2025Q4: 27,088 shares; 2026Q1: 18,621 shares; 2026Q2: 18,749 shares 18,749 $241K 0.04% +128 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,974 shares; 2025Q1: 3,977 shares; 2025Q2: 4,491 shares; 2025Q3: not reported; 2025Q4: 5,405 shares; 2026Q1: 4,300 shares; 2026Q2: 4,160 shares 4,160 $240K 0.04% -140 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,187 shares; 2026Q2: 2,179 shares 2,179 $235K 0.04% -8 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares 10,950 $235K 0.04% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 6,720 shares; 2026Q1: not reported; 2026Q2: 2,611 shares 2,611 $234K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,488 shares; 2025Q1: 8,432 shares; 2025Q2: 8,494 shares; 2025Q3: 8,508 shares; 2025Q4: 8,220 shares; 2026Q1: 7,219 shares; 2026Q2: 7,308 shares 7,308 $234K 0.04% +89 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares 117 $233K 0.04% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE 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: not reported; 2026Q2: 2,891 shares 2,891 $227K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 6,439 shares; 2025Q1: 5,972 shares; 2025Q2: 6,119 shares; 2025Q3: 5,436 shares; 2025Q4: 14,424 shares; 2026Q1: 4,656 shares; 2026Q2: 4,258 shares 4,258 $226K 0.04% -398 Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,748 shares; 2026Q2: 8,748 shares 8,748 $225K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,487 shares; 2026Q2: 1,244 shares 1,244 $225K 0.04% -243 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,641 shares 1,641 $219K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $219K 0.04% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,185 shares 2,185 $217K 0.04% new Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,069 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares; 2025Q3: 36,395 shares; 2025Q4: 36,531 shares; 2026Q1: 36,531 shares; 2026Q2: 36,531 shares 36,531 $208K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 676 shares; 2025Q4: 690 shares; 2026Q1: 947 shares; 2026Q2: 763 shares 763 $206K 0.04% -184 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 66 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $205K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: 1,519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 802 shares 802 $202K 0.03% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares; 2026Q2: 2,243 shares 2,243 $202K 0.03% -999 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 1,280 shares 1,280 $201K 0.03% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: 10,446 shares; 2025Q2: 10,446 shares; 2025Q3: 10,446 shares; 2025Q4: 15,310 shares; 2026Q1: 15,310 shares; 2026Q2: 15,310 shares 15,310 $196K 0.03% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,330 shares 16,330 $163K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,986 shares; 2024Q4: 31,341 shares; 2025Q1: 32,242 shares; 2025Q2: 35,324 shares; 2025Q3: 19,552 shares; 2025Q4: 22,336 shares; 2026Q1: 15,334 shares; 2026Q2: 15,565 shares 15,565 $163K 0.03% +231 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,070 shares 14,070 $159K 0.03% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $140K 0.02% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN 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: 28,849 shares 28,849 $136K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,642 shares 10,642 $127K 0.02% new Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE 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: 12,850 shares; 2026Q1: 24,100 shares; 2026Q2: 15,100 shares 15,100 $98.6K 0.02% -9,000 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $67.3K 0.01% 0 Timeline AREN PARADIUMAI INC More: the full row for PARADIUMAI 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: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $18.3K <0.01% 0 Timeline