IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,627 shares; 2026Q1: 164,995 shares; 2026Q2: 166,139 shares 166,139 $68M 10.99% +1,144 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029,239 shares; 2025Q3: 1,043,218 shares; 2025Q4: 1,034,948 shares; 2026Q1: 1,033,768 shares; 2026Q2: 1,008,482 shares 1,008,482 $43.6M 7.05% -25,286 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711,872 shares; 2024Q4: 1,103,360 shares; 2025Q1: 1,069,075 shares; 2025Q2: 511,481 shares; 2025Q3: 517,456 shares; 2025Q4: 508,664 shares; 2026Q1: 493,520 shares; 2026Q2: 481,535 shares 481,535 $39.5M 6.37% -11,985 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: 47,574 shares; 2024Q4: 54,849 shares; 2025Q1: 51,563 shares; 2025Q2: 50,512 shares; 2025Q3: 51,150 shares; 2025Q4: 55,067 shares; 2026Q1: 55,784 shares; 2026Q2: 39,237 shares 39,237 $25.7M 4.16% -16,547 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,462 shares; 2024Q4: 431,778 shares; 2025Q1: 436,689 shares; 2025Q2: 439,022 shares; 2025Q3: 650,287 shares; 2025Q4: 631,272 shares; 2026Q1: 656,839 shares; 2026Q2: 653,490 shares 653,490 $24.9M 4.02% -3,349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,439 shares; 2025Q3: 266,192 shares; 2025Q4: 262,715 shares; 2026Q1: 271,188 shares; 2026Q2: 272,600 shares 272,600 $24.3M 3.93% +1,412 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,199 shares; 2024Q4: 396,564 shares; 2025Q1: 229,797 shares; 2025Q2: 230,535 shares; 2025Q3: 341,813 shares; 2025Q4: 360,214 shares; 2026Q1: 340,899 shares; 2026Q2: 372,620 shares 372,620 $18.8M 3.04% +31,721 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,449 shares; 2024Q4: 218,428 shares; 2025Q1: 206,555 shares; 2025Q2: 187,991 shares; 2025Q3: 207,221 shares; 2025Q4: 223,426 shares; 2026Q1: 229,931 shares; 2026Q2: 231,559 shares 231,559 $18.3M 2.96% +1,628 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: 861,023 shares; 2024Q4: 1,355,653 shares; 2025Q1: 1,355,587 shares; 2025Q2: 1,356,613 shares; 2025Q3: 1,381,590 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,077 shares 247,077 $17.9M 2.88% new Timeline SJNK 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: 515,464 shares; 2025Q2: 277,853 shares; 2025Q3: 360,771 shares; 2025Q4: 587,428 shares; 2026Q1: 630,741 shares; 2026Q2: 634,715 shares 634,715 $15.9M 2.57% +3,974 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: 6,530 shares; 2024Q4: 8,534 shares; 2025Q1: 22,362 shares; 2025Q2: 22,581 shares; 2025Q3: 26,370 shares; 2025Q4: 26,365 shares; 2026Q1: 28,380 shares; 2026Q2: 24,403 shares 24,403 $14.2M 2.29% -3,977 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,194 shares; 2025Q3: 138,376 shares; 2025Q4: 131,746 shares; 2026Q1: 140,088 shares; 2026Q2: 141,979 shares 141,979 $13.7M 2.21% +1,891 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 48,322 shares; 2026Q2: 268,513 shares 268,513 $13.7M 2.21% +220,191 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192,033 shares; 2025Q1: 220,624 shares; 2025Q2: 207,975 shares; 2025Q3: 226,231 shares; 2025Q4: 225,511 shares; 2026Q1: 229,362 shares; 2026Q2: 224,343 shares 224,343 $12.5M 2.01% -5,019 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: 33,644 shares; 2024Q4: 34,033 shares; 2025Q1: 34,474 shares; 2025Q2: 37,877 shares; 2025Q3: 37,727 shares; 2025Q4: 40,757 shares; 2026Q1: 42,058 shares; 2026Q2: 42,888 shares 42,888 $12.4M 2% +830 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,664 shares; 2024Q4: 296,590 shares; 2025Q1: 227,753 shares; 2025Q2: 171,499 shares; 2025Q3: 172,231 shares; 2025Q4: 204,303 shares; 2026Q1: 158,697 shares; 2026Q2: 238,592 shares 238,592 $12M 1.94% +79,895 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: 37,760 shares; 2024Q4: 39,789 shares; 2025Q1: 48,702 shares; 2025Q2: 55,201 shares; 2025Q3: 54,566 shares; 2025Q4: 59,203 shares; 2026Q1: 58,860 shares; 2026Q2: 58,055 shares 58,055 $11.6M 1.88% -805 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,328 shares; 2025Q2: 45,089 shares; 2025Q3: 48,059 shares; 2025Q4: 56,231 shares; 2026Q1: 58,380 shares; 2026Q2: 58,465 shares 58,465 $10.8M 1.74% +85 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,451 shares; 2026Q2: 237,713 shares 237,713 $10.4M 1.68% -4,738 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,822 shares; 2025Q1: 107,384 shares; 2025Q2: 120,517 shares; 2025Q3: 147,000 shares; 2025Q4: 171,185 shares; 2026Q1: 192,912 shares; 2026Q2: 206,312 shares 206,312 $8.16M 1.32% +13,400 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: 9,405 shares; 2024Q4: 11,873 shares; 2025Q1: 16,239 shares; 2025Q2: 17,223 shares; 2025Q3: 17,975 shares; 2025Q4: 17,971 shares; 2026Q1: 18,604 shares; 2026Q2: 18,813 shares 18,813 $7.91M 1.28% +209 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: 12,173 shares; 2024Q4: 14,865 shares; 2025Q1: 15,257 shares; 2025Q2: 15,926 shares; 2025Q3: 14,888 shares; 2025Q4: 14,764 shares; 2026Q1: 13,667 shares; 2026Q2: 13,824 shares 13,824 $6.92M 1.12% +157 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 9,180 shares; 2025Q1: 9,796 shares; 2025Q2: 10,079 shares; 2025Q3: 10,552 shares; 2025Q4: 19,892 shares; 2026Q1: 21,041 shares; 2026Q2: 84,183 shares 84,183 $6.78M 1.1% +63,142 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: 9,760 shares; 2024Q4: 10,092 shares; 2025Q1: 14,227 shares; 2025Q2: 14,221 shares; 2025Q3: 14,222 shares; 2025Q4: 15,281 shares; 2026Q1: 17,444 shares; 2026Q2: 18,070 shares 18,070 $6.74M 1.09% +626 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,826 shares 131,826 $6.67M 1.08% new Timeline OUSM 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: 112,088 shares; 2024Q4: 115,994 shares; 2025Q1: 121,542 shares; 2025Q2: 124,832 shares; 2025Q3: 132,530 shares; 2025Q4: 130,273 shares; 2026Q1: 137,923 shares; 2026Q2: 138,643 shares 138,643 $6.59M 1.06% +720 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 7,027 shares; 2025Q1: 15,788 shares; 2025Q2: 16,106 shares; 2025Q3: 18,507 shares; 2025Q4: 19,345 shares; 2026Q1: 20,140 shares; 2026Q2: 18,391 shares 18,391 $6.57M 1.06% -1,749 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,712 shares; 2025Q1: 97,572 shares; 2025Q2: 91,675 shares; 2025Q3: 102,557 shares; 2025Q4: 105,273 shares; 2026Q1: 103,041 shares; 2026Q2: 105,390 shares 105,390 $6.25M 1.01% +2,349 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; 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: 342,512 shares; 2026Q1: 332,204 shares; 2026Q2: 357,593 shares 357,593 $5.62M 0.91% +25,389 Timeline VICR VICOR CORP More: the full row for VICOR 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: 4,331 shares; 2026Q1: 17,657 shares; 2026Q2: 14,699 shares 14,699 $5.58M 0.9% -2,958 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,772 shares; 2024Q4: 95,437 shares; 2025Q1: 87,986 shares; 2025Q2: 90,514 shares; 2025Q3: 93,820 shares; 2025Q4: 88,793 shares; 2026Q1: 91,809 shares; 2026Q2: 89,549 shares 89,549 $4.74M 0.76% -2,260 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,003 shares; 2024Q4: 15,047 shares; 2025Q1: 17,903 shares; 2025Q2: 18,414 shares; 2025Q3: 18,271 shares; 2025Q4: 19,122 shares; 2026Q1: 18,793 shares; 2026Q2: 18,676 shares 18,676 $4.45M 0.72% -117 Timeline XMHQ 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: 46,614 shares; 2024Q4: 54,206 shares; 2025Q1: 57,300 shares; 2025Q2: 58,338 shares; 2025Q3: 61,525 shares; 2025Q4: 30,802 shares; 2026Q1: 33,738 shares; 2026Q2: 33,957 shares 33,957 $3.83M 0.62% +219 Timeline DFAS 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: 33,769 shares; 2024Q4: 43,442 shares; 2025Q1: 44,646 shares; 2025Q2: 45,692 shares; 2025Q3: 47,563 shares; 2025Q4: 43,739 shares; 2026Q1: 46,520 shares; 2026Q2: 45,766 shares 45,766 $3.77M 0.61% -754 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: 15,425 shares; 2024Q4: 15,569 shares; 2025Q1: 9,400 shares; 2025Q2: 9,512 shares; 2025Q3: 10,006 shares; 2025Q4: 10,426 shares; 2026Q1: 10,484 shares; 2026Q2: 10,394 shares 10,394 $3.67M 0.59% -90 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: 73,905 shares; 2024Q4: 73,490 shares; 2025Q1: 75,242 shares; 2025Q2: 76,425 shares; 2025Q3: 82,049 shares; 2025Q4: 79,360 shares; 2026Q1: 81,677 shares; 2026Q2: 83,523 shares 83,523 $3.6M 0.58% +1,846 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: 14,924 shares; 2024Q4: 17,797 shares; 2025Q1: 24,610 shares; 2025Q2: 26,619 shares; 2025Q3: 29,020 shares; 2025Q4: 31,602 shares; 2026Q1: 31,314 shares; 2026Q2: 30,635 shares 30,635 $3.57M 0.58% -679 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 5,527 shares; 2025Q1: 6,105 shares; 2025Q2: 6,054 shares; 2025Q3: 6,705 shares; 2025Q4: 7,099 shares; 2026Q1: 8,310 shares; 2026Q2: 9,003 shares 9,003 $3.4M 0.55% +693 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: 1,068 shares; 2024Q4: 1,372 shares; 2025Q1: 1,608 shares; 2025Q2: 3,052 shares; 2025Q3: 3,652 shares; 2025Q4: 5,333 shares; 2026Q1: 5,759 shares; 2026Q2: 5,858 shares 5,858 $3.3M 0.53% +99 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,732 shares; 2024Q4: 37,145 shares; 2025Q1: 39,442 shares; 2025Q2: 41,434 shares; 2025Q3: 44,457 shares; 2025Q4: 45,376 shares; 2026Q1: 48,375 shares; 2026Q2: 48,177 shares 48,177 $3.29M 0.53% -198 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,044 shares; 2024Q4: 23,266 shares; 2025Q1: 23,467 shares; 2025Q2: 24,256 shares; 2025Q3: 24,388 shares; 2025Q4: 22,492 shares; 2026Q1: 22,854 shares; 2026Q2: 22,997 shares 22,997 $3.26M 0.53% +143 Timeline COWG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,063 shares; 2025Q4: 250,371 shares; 2026Q1: 88,667 shares; 2026Q2: 74,032 shares 74,032 $2.97M 0.48% -14,635 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 4,887 shares; 2025Q1: 5,094 shares; 2025Q2: 5,099 shares; 2025Q3: 5,024 shares; 2025Q4: 4,948 shares; 2026Q1: 5,028 shares; 2026Q2: 3,824 shares 3,824 $2.92M 0.47% -1,204 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: 1,395 shares; 2025Q1: 2,149 shares; 2025Q2: 2,027 shares; 2025Q3: 1,487 shares; 2025Q4: 1,496 shares; 2026Q1: 1,465 shares; 2026Q2: 1,447 shares 1,447 $2.88M 0.47% -18 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,559 shares; 2026Q1: 31,239 shares; 2026Q2: 31,246 shares 31,246 $2.71M 0.44% +7 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,295 shares; 2024Q4: 7,401 shares; 2025Q1: 7,398 shares; 2025Q2: 7,535 shares; 2025Q3: 7,723 shares; 2025Q4: 8,327 shares; 2026Q1: 7,767 shares; 2026Q2: 7,696 shares 7,696 $2.52M 0.41% -71 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 5,912 shares; 2025Q1: 5,627 shares; 2025Q2: 5,657 shares; 2025Q3: 5,525 shares; 2025Q4: 6,239 shares; 2026Q1: 6,570 shares; 2026Q2: 6,567 shares 6,567 $2.42M 0.39% -3 Timeline AVSD 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: 25,991 shares; 2026Q1: 28,734 shares; 2026Q2: 27,218 shares 27,218 $2.17M 0.35% -1,516 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: 5,997 shares; 2026Q2: 7,705 shares 7,705 $1.97M 0.32% +1,708 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: 12,109 shares; 2024Q4: 12,341 shares; 2025Q1: 12,291 shares; 2025Q2: 12,291 shares; 2025Q3: 13,463 shares; 2025Q4: 14,543 shares; 2026Q1: 14,168 shares; 2026Q2: 13,613 shares 13,613 $1.86M 0.3% -555 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 6,270 shares; 2025Q4: 5,935 shares; 2026Q1: 6,155 shares; 2026Q2: 4,575 shares 4,575 $1.69M 0.27% -1,580 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,398 shares; 2026Q1: 33,517 shares; 2026Q2: 36,097 shares 36,097 $1.68M 0.27% +2,580 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: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 20,068 shares; 2026Q1: 20,068 shares; 2026Q2: 20,068 shares 20,068 $1.57M 0.25% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,430 shares; 2024Q4: 66,040 shares; 2025Q1: 66,040 shares; 2025Q2: 66,040 shares; 2025Q3: 66,040 shares; 2025Q4: 66,040 shares; 2026Q1: 66,040 shares; 2026Q2: 66,040 shares 66,040 $1.49M 0.24% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,099 shares; 2026Q1: 59,324 shares; 2026Q2: 65,204 shares 65,204 $1.46M 0.24% +5,880 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: 3,256 shares; 2025Q2: 2,944 shares; 2025Q3: 3,367 shares; 2025Q4: 4,121 shares; 2026Q1: 4,126 shares; 2026Q2: 4,255 shares 4,255 $1.42M 0.23% +129 Timeline AVSE 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: 13,887 shares; 2026Q1: 14,356 shares; 2026Q2: 16,854 shares 16,854 $1.38M 0.22% +2,498 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 38,128 shares; 2025Q4: 54,210 shares; 2026Q1: 48,860 shares; 2026Q2: 47,902 shares 47,902 $1.37M 0.22% -958 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 892 shares; 2025Q2: 899 shares; 2025Q3: 904 shares; 2025Q4: 1,637 shares; 2026Q1: 1,670 shares; 2026Q2: 1,636 shares 1,636 $1.22M 0.2% -34 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; 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: 83,986 shares; 2026Q2: 172,451 shares 172,451 $1.16M 0.19% +88,465 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: 3,178 shares; 2024Q4: 3,180 shares; 2025Q1: 3,182 shares; 2025Q2: 3,164 shares; 2025Q3: 3,166 shares; 2025Q4: 6,038 shares; 2026Q1: 6,113 shares; 2026Q2: 6,066 shares 6,066 $1.16M 0.19% -47 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: 922 shares; 2024Q4: 907 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 1,182 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 963 shares 963 $1.16M 0.19% +20 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 25,440 shares; 2026Q1: 25,340 shares; 2026Q2: 24,640 shares 24,640 $1.12M 0.18% -700 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,173 shares; 2025Q1: 3,173 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,176 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $1.1M 0.18% 0 Timeline SNPE 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: not reported; 2024Q4: not reported; 2025Q1: 14,972 shares; 2025Q2: 14,927 shares; 2025Q3: 14,927 shares; 2025Q4: 14,927 shares; 2026Q1: 14,927 shares; 2026Q2: 14,927 shares 14,927 $1.03M 0.17% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares; 2026Q1: 18,180 shares; 2026Q2: 18,131 shares 18,131 $1.01M 0.16% -49 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,990 shares; 2025Q4: 18,644 shares; 2026Q1: 17,779 shares; 2026Q2: 17,741 shares 17,741 $1.01M 0.16% -38 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 35,430 shares; 2026Q1: 29,852 shares; 2026Q2: 20,146 shares 20,146 $1M 0.16% -9,706 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: not reported; 2025Q1: not reported; 2025Q2: 10,504 shares; 2025Q3: 10,370 shares; 2025Q4: 9,794 shares; 2026Q1: 9,859 shares; 2026Q2: 10,324 shares 10,324 $994K 0.16% +465 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,410 shares; 2024Q4: 43,238 shares; 2025Q1: 34,097 shares; 2025Q2: 34,106 shares; 2025Q3: 34,115 shares; 2025Q4: 34,124 shares; 2026Q1: 34,132 shares; 2026Q2: 34,140 shares 34,140 $989K 0.16% +8 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,724 shares; 2026Q1: 24,522 shares; 2026Q2: 19,445 shares 19,445 $985K 0.16% -5,077 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; 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: 92,303 shares; 2026Q1: 91,992 shares; 2026Q2: 84,057 shares 84,057 $957K 0.15% -7,935 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: 698 shares; 2024Q4: 723 shares; 2025Q1: 740 shares; 2025Q2: 737 shares; 2025Q3: 750 shares; 2025Q4: 1,187 shares; 2026Q1: 1,163 shares; 2026Q2: 1,014 shares 1,014 $949K 0.15% -149 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: 4,084 shares; 2024Q4: 4,101 shares; 2025Q1: 3,148 shares; 2025Q2: 2,784 shares; 2025Q3: 2,869 shares; 2025Q4: 2,979 shares; 2026Q1: 2,782 shares; 2026Q2: 2,266 shares 2,266 $942K 0.15% -516 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares; 2026Q1: 11,467 shares; 2026Q2: 11,798 shares 11,798 $898K 0.15% +331 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: 1,051 shares; 2025Q4: 1,307 shares; 2026Q1: 1,258 shares; 2026Q2: 1,240 shares 1,240 $897K 0.14% -18 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 464 shares; 2025Q4: 4,580 shares; 2026Q1: 6,047 shares; 2026Q2: 8,992 shares 8,992 $893K 0.14% +2,945 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; 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: 39,732 shares 39,732 $888K 0.14% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,541 shares; 2024Q4: 8,541 shares; 2025Q1: 8,420 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares; 2026Q1: 8,420 shares; 2026Q2: 8,420 shares 8,420 $885K 0.14% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,836 shares; 2026Q1: 10,012 shares; 2026Q2: 8,658 shares 8,658 $885K 0.14% -1,354 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: 2,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $862K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 1,094 shares; 2026Q1: 1,223 shares; 2026Q2: 1,248 shares 1,248 $857K 0.14% +25 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: 2,273 shares; 2024Q4: 2,030 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 1,985 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,352 shares 2,352 $852K 0.14% +101 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,545 shares; 2025Q4: 2,095 shares; 2026Q1: 2,102 shares; 2026Q2: 1,983 shares 1,983 $845K 0.14% -119 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: 3,007 shares; 2024Q4: 4,506 shares; 2025Q1: 2,975 shares; 2025Q2: 3,414 shares; 2025Q3: 3,415 shares; 2025Q4: 3,482 shares; 2026Q1: 3,421 shares; 2026Q2: 3,310 shares 3,310 $833K 0.13% -111 Timeline GRID 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: 4,428 shares; 2026Q1: 4,359 shares; 2026Q2: 4,318 shares 4,318 $828K 0.13% -41 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,274 shares; 2025Q4: 8,350 shares; 2026Q1: 8,493 shares; 2026Q2: 8,541 shares 8,541 $783K 0.13% +48 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: not reported; 2024Q4: not reported; 2025Q1: 9,448 shares; 2025Q2: 12,220 shares; 2025Q3: 30,552 shares; 2025Q4: 39,204 shares; 2026Q1: 23,858 shares; 2026Q2: 24,489 shares 24,489 $780K 0.13% +631 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,780 shares; 2026Q1: 20,138 shares; 2026Q2: 16,106 shares 16,106 $771K 0.12% -4,032 Timeline SUSB 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: 12,174 shares; 2025Q2: 12,302 shares; 2025Q3: 12,302 shares; 2025Q4: 12,362 shares; 2026Q1: 30,239 shares; 2026Q2: 30,535 shares 30,535 $763K 0.12% +296 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 6,458 shares; 2025Q3: 6,563 shares; 2025Q4: 6,998 shares; 2026Q1: 16,540 shares; 2026Q2: 16,325 shares 16,325 $763K 0.12% -215 Timeline FEIG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,435 shares; 2025Q2: 7,533 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares; 2026Q1: 18,646 shares; 2026Q2: 18,499 shares 18,499 $757K 0.12% -147 Timeline EUSB 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: 7,014 shares; 2025Q2: 6,999 shares; 2025Q3: 7,266 shares; 2025Q4: 7,466 shares; 2026Q1: 17,704 shares; 2026Q2: 17,402 shares 17,402 $756K 0.12% -302 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: 3,160 shares; 2024Q4: 3,404 shares; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,132 shares; 2026Q2: 3,132 shares 3,132 $741K 0.12% 0 Timeline EMNT 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: not reported; 2025Q4: 13,230 shares; 2026Q1: 12,940 shares; 2026Q2: 7,479 shares 7,479 $740K 0.12% -5,461 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: 7,882 shares; 2024Q4: 7,062 shares; 2025Q1: 2,982 shares; 2025Q2: 2,890 shares; 2025Q3: not reported; 2025Q4: 9,216 shares; 2026Q1: 8,862 shares; 2026Q2: 7,880 shares 7,880 $713K 0.12% -982 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 6,512 shares; 2025Q1: 6,512 shares; 2025Q2: 6,512 shares; 2025Q3: 6,512 shares; 2025Q4: 13,024 shares; 2026Q1: 12,736 shares; 2026Q2: 13,086 shares 13,086 $695K 0.11% +350 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: 1,845 shares; 2024Q4: 1,895 shares; 2025Q1: 1,961 shares; 2025Q2: 1,741 shares; 2025Q3: 1,756 shares; 2025Q4: 1,975 shares; 2026Q1: 1,889 shares; 2026Q2: 2,022 shares 2,022 $694K 0.11% +133 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,279 shares; 2025Q2: 1,250 shares; 2025Q3: 1,074 shares; 2025Q4: 1,358 shares; 2026Q1: 1,359 shares; 2026Q2: 1,360 shares 1,360 $693K 0.11% +1 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,874 shares; 2026Q1: 15,890 shares; 2026Q2: 13,119 shares 13,119 $684K 0.11% -2,771 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,925 shares; 2025Q1: 1,918 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 2,002 shares; 2026Q1: 1,826 shares; 2026Q2: 1,912 shares 1,912 $674K 0.11% +86 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,117 shares; 2025Q4: 12,117 shares; 2026Q1: 9,769 shares; 2026Q2: 8,117 shares 8,117 $662K 0.11% -1,652 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 2,193 shares 2,193 $662K 0.11% +1,973 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: 1,189 shares; 2024Q4: 1,242 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,248 shares; 2026Q2: 7,488 shares 7,488 $645K 0.1% +6,240 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: 37,425 shares; 2026Q2: 38,637 shares 38,637 $642K 0.1% +1,212 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,793 shares; 2025Q3: 1,503 shares; 2025Q4: 3,239 shares; 2026Q1: 3,083 shares; 2026Q2: 2,668 shares 2,668 $634K 0.1% -415 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,034 shares 24,034 $626K 0.1% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $598K 0.1% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,405 shares; 2026Q1: 16,499 shares; 2026Q2: 12,536 shares 12,536 $594K 0.1% -3,963 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: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 559 shares; 2026Q1: 568 shares; 2026Q2: 553 shares 553 $589K 0.1% -15 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: 6,680 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 6,256 shares; 2025Q3: 6,256 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares; 2026Q2: 6,256 shares 6,256 $562K 0.09% 0 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: 3,412 shares; 2024Q4: 3,266 shares; 2025Q1: 3,261 shares; 2025Q2: 3,498 shares; 2025Q3: 3,499 shares; 2025Q4: 4,932 shares; 2026Q1: 4,932 shares; 2026Q2: 4,933 shares 4,933 $559K 0.09% +1 Timeline ICLN 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: 27,023 shares 27,023 $554K 0.09% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares; 2026Q2: 3,481 shares 3,481 $552K 0.09% -671 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 765 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 988 shares; 2026Q1: 1,158 shares; 2026Q2: 1,054 shares 1,054 $541K 0.09% -104 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,382 shares; 2026Q2: 30,716 shares 30,716 $531K 0.09% +17,334 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: 6,988 shares; 2024Q4: 7,163 shares; 2025Q1: 6,988 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,988 shares; 2026Q1: 6,940 shares; 2026Q2: 6,805 shares 6,805 $525K 0.08% -135 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 6,233 shares; 2025Q1: 6,232 shares; 2025Q2: 6,232 shares; 2025Q3: 5,932 shares; 2025Q4: 5,854 shares; 2026Q1: 5,784 shares; 2026Q2: 5,684 shares 5,684 $524K 0.08% -100 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,241 shares 19,241 $510K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $487K 0.08% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,784 shares; 2026Q1: 8,715 shares; 2026Q2: 8,987 shares 8,987 $480K 0.08% +272 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,242 shares; 2026Q2: 4,242 shares 4,242 $438K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 568 shares; 2026Q1: 570 shares; 2026Q2: 578 shares 578 $426K 0.07% +8 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: 3,067 shares; 2025Q4: 3,067 shares; 2026Q1: 3,067 shares; 2026Q2: 3,067 shares 3,067 $413K 0.07% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $400K 0.06% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,331 shares; 2025Q1: 800 shares; 2025Q2: 733 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 784 shares 784 $399K 0.06% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,967 shares; 2024Q4: 7,967 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,942 shares; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares; 2026Q2: 7,942 shares 7,942 $391K 0.06% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 30,268 shares; 2025Q4: 29,975 shares; 2026Q1: 30,783 shares; 2026Q2: 28,957 shares 28,957 $387K 0.06% -1,826 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,924 shares; 2026Q1: 7,051 shares; 2026Q2: 7,048 shares 7,048 $384K 0.06% -3 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: 4,928 shares; 2024Q4: 5,088 shares; 2025Q1: 5,088 shares; 2025Q2: 4,798 shares; 2025Q3: 4,768 shares; 2025Q4: 3,958 shares; 2026Q1: 3,958 shares; 2026Q2: 3,958 shares 3,958 $371K 0.06% 0 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: 2,215 shares; 2024Q4: 2,386 shares; 2025Q1: 2,263 shares; 2025Q2: 2,202 shares; 2025Q3: 2,283 shares; 2025Q4: 2,290 shares; 2026Q1: 2,260 shares; 2026Q2: 2,229 shares 2,229 $369K 0.06% -31 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,486 shares; 2024Q4: 33,259 shares; 2025Q1: 22,723 shares; 2025Q2: 15,877 shares; 2025Q3: 13,718 shares; 2025Q4: 9,149 shares; 2026Q1: 9,364 shares; 2026Q2: 7,140 shares 7,140 $362K 0.06% -2,224 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: 5,143 shares; 2024Q4: 5,202 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares; 2026Q2: 5,795 shares 5,795 $359K 0.06% +812 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 11,240 shares; 2025Q1: 11,193 shares; 2025Q2: 11,213 shares; 2025Q3: 11,163 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares; 2026Q2: 10,560 shares 10,560 $357K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,127 shares 2,127 $349K 0.06% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,862 shares; 2024Q4: 32,880 shares; 2025Q1: 22,064 shares; 2025Q2: 16,562 shares; 2025Q3: 13,464 shares; 2025Q4: 8,874 shares; 2026Q1: 7,815 shares; 2026Q2: 6,492 shares 6,492 $328K 0.05% -1,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $328K 0.05% new Timeline HYMB 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: 50,292 shares; 2024Q4: 62,111 shares; 2025Q1: 44,199 shares; 2025Q2: 32,102 shares; 2025Q3: 26,129 shares; 2025Q4: 17,354 shares; 2026Q1: 14,848 shares; 2026Q2: 12,692 shares 12,692 $323K 0.05% -2,156 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 1,982 shares 1,982 $306K 0.05% -38 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,578 shares; 2024Q4: 51,232 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 6,007 shares; 2025Q4: 5,485 shares; 2026Q1: 5,485 shares; 2026Q2: 5,485 shares 5,485 $303K 0.05% 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: 298 shares; 2025Q1: 300 shares; 2025Q2: 298 shares; 2025Q3: 295 shares; 2025Q4: 3,179 shares; 2026Q1: 4,207 shares; 2026Q2: 4,216 shares 4,216 $301K 0.05% +9 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,273 shares; 2024Q4: 36,387 shares; 2025Q1: 20,045 shares; 2025Q2: 15,144 shares; 2025Q3: 11,895 shares; 2025Q4: 7,583 shares; 2026Q1: 5,057 shares; 2026Q2: 5,829 shares 5,829 $297K 0.05% +772 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,157 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares; 2026Q2: 979 shares 979 $285K 0.05% -180 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $284K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,749 shares; 2024Q4: 5,745 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,566 shares; 2025Q4: not reported; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $272K 0.04% 0 Timeline GRNB 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: 11,332 shares; 2026Q1: 11,653 shares; 2026Q2: 11,215 shares 11,215 $271K 0.04% -438 Timeline PWV 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: 3,460 shares; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $262K 0.04% 0 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: 2,500 shares 2,500 $259K 0.04% new 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: 1,420 shares; 2024Q4: 2,840 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,928 shares; 2025Q4: 3,068 shares; 2026Q1: 3,079 shares; 2026Q2: 757 shares 757 $258K 0.04% -2,322 Timeline GERN GERON CORP More: the full row for GERON 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: 120,700 shares; 2026Q1: 120,700 shares; 2026Q2: 200,312 shares 200,312 $256K 0.04% +79,612 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; 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: 7,720 shares 7,720 $256K 0.04% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $252K 0.04% 0 Timeline IWP 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: 1,686 shares; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $247K 0.04% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,093 shares; 2024Q4: 47,537 shares; 2025Q1: 4,944 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 4,944 shares; 2026Q1: 5,477 shares; 2026Q2: 4,944 shares 4,944 $244K 0.04% -533 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares; 2026Q2: 2,479 shares 2,479 $229K 0.04% 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: not reported; 2026Q2: 319 shares 319 $224K 0.04% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,563 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,038 shares 1,038 $224K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $219K 0.04% new Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $210K 0.03% new Timeline DLO DLOCAL LTD More: the full row for DLOCAL 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: 14,215 shares; 2026Q2: 14,215 shares 14,215 $185K 0.03% 0 Timeline IBO IMPACT BIOMEDICAL INC More: the full row for IMPACT BIOMEDICAL 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $4.6K <0.01% 0 Timeline