IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,619 shares; 2024Q4: 111,132 shares; 2025Q1: 114,955 shares; 2025Q2: 111,124 shares; 2025Q3: 113,544 shares; 2025Q4: 113,758 shares; 2026Q1: 117,595 shares; 2026Q2: 124,345 shares 124,345 $17.1M 6% +6,750 Timeline AVUV 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: 76,831 shares; 2024Q4: 93,508 shares; 2025Q1: 101,489 shares; 2025Q2: 105,339 shares; 2025Q3: 110,433 shares; 2025Q4: 112,787 shares; 2026Q1: 117,507 shares; 2026Q2: 122,270 shares 122,270 $15.3M 5.35% +4,763 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: 12,098 shares; 2024Q4: 12,090 shares; 2025Q1: 13,224 shares; 2025Q2: 17,324 shares; 2025Q3: 17,531 shares; 2025Q4: 18,599 shares; 2026Q1: 19,194 shares; 2026Q2: 20,168 shares 20,168 $14.9M 5.21% +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: 41,732 shares; 2024Q4: 41,202 shares; 2025Q1: 39,198 shares; 2025Q2: 41,707 shares; 2025Q3: 42,013 shares; 2025Q4: 42,293 shares; 2026Q1: 42,128 shares; 2026Q2: 21,269 shares 21,269 $12.4M 4.33% -20,859 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: 128,948 shares; 2024Q4: 389,900 shares; 2025Q1: 396,774 shares; 2025Q2: 515,904 shares; 2025Q3: 522,636 shares; 2025Q4: 389,507 shares; 2026Q1: 380,970 shares; 2026Q2: 386,258 shares 386,258 $12.2M 4.3% +5,288 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: 20,150 shares; 2024Q4: 21,480 shares; 2025Q1: 21,830 shares; 2025Q2: 22,900 shares; 2025Q3: 23,325 shares; 2025Q4: 23,140 shares; 2026Q1: 20,782 shares; 2026Q2: 9,460 shares 9,460 $10.9M 3.83% -11,322 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: 38,117 shares; 2024Q4: 36,966 shares; 2025Q1: 35,796 shares; 2025Q2: 31,596 shares; 2025Q3: 31,558 shares; 2025Q4: 31,210 shares; 2026Q1: 31,075 shares; 2026Q2: 30,543 shares 30,543 $8.84M 3.1% -532 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,304 shares; 2026Q1: 154,629 shares; 2026Q2: 165,608 shares 165,608 $8.44M 2.96% +10,979 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: 6,644 shares; 2024Q4: 6,947 shares; 2025Q1: 14,675 shares; 2025Q2: 15,067 shares; 2025Q3: 15,353 shares; 2025Q4: 15,533 shares; 2026Q1: 15,750 shares; 2026Q2: 12,286 shares 12,286 $7.87M 2.76% -3,464 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: 41,316 shares; 2024Q4: 88,319 shares; 2025Q1: 211,726 shares; 2025Q2: 250,772 shares; 2025Q3: 256,910 shares; 2025Q4: 302,319 shares; 2026Q1: 311,242 shares; 2026Q2: 334,025 shares 334,025 $7.73M 2.71% +22,783 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,717 shares; 2024Q4: 64,442 shares; 2025Q1: 63,124 shares; 2025Q2: 63,063 shares; 2025Q3: 64,997 shares; 2025Q4: 67,529 shares; 2026Q1: 69,764 shares; 2026Q2: 79,903 shares 79,903 $7.29M 2.56% +10,139 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: 56,323 shares; 2024Q4: 55,491 shares; 2025Q1: 56,874 shares; 2025Q2: 57,131 shares; 2025Q3: 56,884 shares; 2025Q4: 56,914 shares; 2026Q1: 57,686 shares; 2026Q2: 61,996 shares 61,996 $6.45M 2.26% +4,310 Timeline SLYG 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: 23,132 shares; 2025Q1: 30,516 shares; 2025Q2: 34,839 shares; 2025Q3: 44,629 shares; 2025Q4: 48,941 shares; 2026Q1: 50,960 shares; 2026Q2: 53,306 shares 53,306 $6.35M 2.23% +2,346 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,227 shares; 2024Q4: 26,707 shares; 2025Q1: 27,458 shares; 2025Q2: 27,899 shares; 2025Q3: 28,061 shares; 2025Q4: 28,733 shares; 2026Q1: 28,848 shares; 2026Q2: 30,111 shares 30,111 $5.95M 2.09% +1,263 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: 7,233 shares; 2024Q4: 7,260 shares; 2025Q1: 8,886 shares; 2025Q2: 8,545 shares; 2025Q3: 8,582 shares; 2025Q4: 7,330 shares; 2026Q1: 7,276 shares; 2026Q2: 7,459 shares 7,459 $5.25M 1.84% +183 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: 9,949 shares; 2024Q4: 62,891 shares; 2025Q1: 72,992 shares; 2025Q2: 75,056 shares; 2025Q3: 98,902 shares; 2025Q4: 117,586 shares; 2026Q1: 137,123 shares; 2026Q2: 142,537 shares 142,537 $4.82M 1.69% +5,414 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,402 shares; 2025Q1: 17,765 shares; 2025Q2: 34,511 shares; 2025Q3: 54,331 shares; 2025Q4: 66,230 shares; 2026Q1: 84,018 shares; 2026Q2: 109,924 shares 109,924 $4.7M 1.65% +25,906 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: 31,185 shares; 2024Q4: 31,810 shares; 2025Q1: 36,836 shares; 2025Q2: 36,881 shares; 2025Q3: 37,276 shares; 2025Q4: 30,600 shares; 2026Q1: 30,187 shares; 2026Q2: 30,580 shares 30,580 $4.54M 1.59% +393 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: 9,380 shares; 2024Q4: 9,442 shares; 2025Q1: 9,226 shares; 2025Q2: 9,407 shares; 2025Q3: 9,384 shares; 2025Q4: 9,183 shares; 2026Q1: 10,023 shares; 2026Q2: 10,663 shares 10,663 $3.98M 1.4% +640 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,886 shares 149,886 $3.73M 1.31% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,499 shares; 2024Q4: 4,859 shares; 2025Q1: 4,694 shares; 2025Q2: 6,476 shares; 2025Q3: 6,923 shares; 2025Q4: 6,927 shares; 2026Q1: 7,046 shares; 2026Q2: 7,368 shares 7,368 $3.69M 1.29% +322 Timeline XLU 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: 19,963 shares; 2024Q4: 23,433 shares; 2025Q1: 25,344 shares; 2025Q2: 25,822 shares; 2025Q3: 26,224 shares; 2025Q4: 61,496 shares; 2026Q1: 63,799 shares; 2026Q2: 70,647 shares 70,647 $3.2M 1.12% +6,848 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: 2,321 shares; 2024Q4: 2,540 shares; 2025Q1: 2,455 shares; 2025Q2: 2,593 shares; 2025Q3: 2,488 shares; 2025Q4: 3,195 shares; 2026Q1: 3,987 shares; 2026Q2: 4,282 shares 4,282 $3.2M 1.12% +295 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,102 shares; 2026Q2: 61,421 shares 61,421 $3.03M 1.06% +42,319 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,400 shares; 2024Q4: 35,117 shares; 2025Q1: 33,997 shares; 2025Q2: 33,505 shares; 2025Q3: 33,725 shares; 2025Q4: 35,397 shares; 2026Q1: 35,594 shares; 2026Q2: 34,696 shares 34,696 $3.02M 1.06% -898 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,457 shares; 2024Q4: 62,134 shares; 2025Q1: 68,911 shares; 2025Q2: 71,019 shares; 2025Q3: 71,521 shares; 2025Q4: 72,562 shares; 2026Q1: 72,932 shares; 2026Q2: 74,091 shares 74,091 $2.91M 1.02% +1,159 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,267 shares; 2024Q4: 108,223 shares; 2025Q1: 102,402 shares; 2025Q2: 90,445 shares; 2025Q3: 91,003 shares; 2025Q4: 121,514 shares; 2026Q1: 125,878 shares; 2026Q2: 134,827 shares 134,827 $2.89M 1.01% +8,949 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 139,583 shares 139,583 $2.73M 0.96% new 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: 11,118 shares; 2024Q4: 11,178 shares; 2025Q1: 10,589 shares; 2025Q2: 10,604 shares; 2025Q3: 10,950 shares; 2025Q4: 11,076 shares; 2026Q1: 11,055 shares; 2026Q2: 11,105 shares 11,105 $2.7M 0.95% +50 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,891 shares; 2024Q4: 34,626 shares; 2025Q1: 31,090 shares; 2025Q2: 31,448 shares; 2025Q3: 31,603 shares; 2025Q4: 32,293 shares; 2026Q1: 33,073 shares; 2026Q2: 31,223 shares 31,223 $2.7M 0.95% -1,850 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: 5,430 shares; 2024Q4: 5,529 shares; 2025Q1: 5,527 shares; 2025Q2: 7,390 shares; 2025Q3: 7,675 shares; 2025Q4: 9,350 shares; 2026Q1: 11,267 shares; 2026Q2: 11,023 shares 11,023 $2.63M 0.92% -244 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,963 shares 103,963 $2.5M 0.88% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,480 shares; 2025Q1: 5,295 shares; 2025Q2: 5,435 shares; 2025Q3: 5,680 shares; 2025Q4: 8,625 shares; 2026Q1: 9,339 shares; 2026Q2: 11,626 shares 11,626 $2.33M 0.82% +2,287 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,306 shares 42,306 $2.17M 0.76% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,490 shares; 2024Q4: 95,586 shares; 2025Q1: 95,020 shares; 2025Q2: 91,546 shares; 2025Q3: 91,427 shares; 2025Q4: 68,428 shares; 2026Q1: 66,970 shares; 2026Q2: 67,107 shares 67,107 $2.15M 0.75% +137 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,829 shares; 2024Q4: 31,854 shares; 2025Q1: 32,751 shares; 2025Q2: 33,651 shares; 2025Q3: 32,951 shares; 2025Q4: 33,954 shares; 2026Q1: 33,734 shares; 2026Q2: 33,134 shares 33,134 $2M 0.7% -600 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: 29,391 shares; 2024Q4: 30,914 shares; 2025Q1: 31,688 shares; 2025Q2: 30,724 shares; 2025Q3: 30,647 shares; 2025Q4: 41,674 shares; 2026Q1: 40,289 shares; 2026Q2: 36,295 shares 36,295 $1.93M 0.68% -3,994 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,630 shares; 2026Q2: 10,330 shares 10,330 $1.91M 0.67% -300 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,457 shares; 2024Q4: 92,115 shares; 2025Q1: 44,860 shares; 2025Q2: 38,148 shares; 2025Q3: 38,707 shares; 2025Q4: 36,884 shares; 2026Q1: 36,944 shares; 2026Q2: 38,313 shares 38,313 $1.91M 0.67% +1,369 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: 8,553 shares; 2024Q4: 8,775 shares; 2025Q1: 8,625 shares; 2025Q2: 8,800 shares; 2025Q3: 8,790 shares; 2025Q4: 8,695 shares; 2026Q1: 8,782 shares; 2026Q2: 8,687 shares 8,687 $1.88M 0.66% -95 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: 18,518 shares; 2026Q1: 19,894 shares; 2026Q2: 20,707 shares 20,707 $1.86M 0.65% +813 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: 6,889 shares; 2024Q4: 6,798 shares; 2025Q1: 6,888 shares; 2025Q2: 8,850 shares; 2025Q3: 9,136 shares; 2025Q4: 9,236 shares; 2026Q1: 9,356 shares; 2026Q2: 11,567 shares 11,567 $1.84M 0.64% +2,211 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,110 shares 20,110 $1.82M 0.64% new 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: 14,008 shares; 2024Q4: 13,984 shares; 2025Q1: 14,000 shares; 2025Q2: 14,253 shares; 2025Q3: 14,228 shares; 2025Q4: 14,221 shares; 2026Q1: 14,203 shares; 2026Q2: 13,187 shares 13,187 $1.8M 0.63% -1,016 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: 356 shares; 2024Q4: 825 shares; 2025Q1: 1,084 shares; 2025Q2: 1,290 shares; 2025Q3: 1,397 shares; 2025Q4: 1,989 shares; 2026Q1: 2,004 shares; 2026Q2: 1,920 shares 1,920 $1.8M 0.63% -84 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 8,775 shares; 2025Q4: 15,432 shares; 2026Q1: 25,768 shares; 2026Q2: 36,437 shares 36,437 $1.78M 0.63% +10,669 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: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares; 2026Q2: 2,281 shares 2,281 $1.65M 0.58% +3 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: 3,557 shares; 2024Q4: 4,987 shares; 2025Q1: 5,192 shares; 2025Q2: 5,192 shares; 2025Q3: 5,227 shares; 2025Q4: 6,986 shares; 2026Q1: 6,815 shares; 2026Q2: 6,895 shares 6,895 $1.5M 0.53% +80 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,325 shares; 2024Q4: 54,075 shares; 2025Q1: 65,149 shares; 2025Q2: 55,195 shares; 2025Q3: 55,588 shares; 2025Q4: 48,414 shares; 2026Q1: 48,094 shares; 2026Q2: 13,380 shares 13,380 $1.46M 0.51% -34,714 Timeline SPLV 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: 18,163 shares; 2024Q4: 18,053 shares; 2025Q1: 18,528 shares; 2025Q2: 18,244 shares; 2025Q3: 18,244 shares; 2025Q4: 18,245 shares; 2026Q1: 18,380 shares; 2026Q2: 19,046 shares 19,046 $1.43M 0.5% +666 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: 1,719 shares; 2024Q4: 1,743 shares; 2025Q1: 1,746 shares; 2025Q2: 1,709 shares; 2025Q3: 1,601 shares; 2025Q4: 2,585 shares; 2026Q1: 2,783 shares; 2026Q2: 4,092 shares 4,092 $1.4M 0.49% +1,309 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: 15,397 shares; 2024Q4: 46,353 shares; 2025Q1: 46,495 shares; 2025Q2: 46,633 shares; 2025Q3: 46,768 shares; 2025Q4: 46,872 shares; 2026Q1: 47,004 shares; 2026Q2: 47,258 shares 47,258 $1.37M 0.48% +254 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,150 shares; 2024Q4: 6,236 shares; 2025Q1: 6,301 shares; 2025Q2: 8,033 shares; 2025Q3: 8,058 shares; 2025Q4: 8,078 shares; 2026Q1: 3,573 shares; 2026Q2: 3,823 shares 3,823 $1.37M 0.48% +250 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: 7,020 shares; 2024Q4: 6,902 shares; 2025Q1: 6,698 shares; 2025Q2: 6,836 shares; 2025Q3: 6,852 shares; 2025Q4: 6,857 shares; 2026Q1: 6,875 shares; 2026Q2: 6,906 shares 6,906 $1.31M 0.46% +31 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: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,915 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 1,990 shares 1,990 $1.31M 0.46% -935 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,354 shares; 2026Q1: 24,638 shares; 2026Q2: 27,190 shares 27,190 $1.27M 0.45% +2,552 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: 3,248 shares; 2024Q4: 3,342 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,387 shares; 2025Q4: 3,382 shares; 2026Q1: 3,342 shares; 2026Q2: 3,356 shares 3,356 $1.24M 0.44% +14 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,175 shares; 2025Q3: 5,732 shares; 2025Q4: 7,577 shares; 2026Q1: 8,765 shares; 2026Q2: 11,182 shares 11,182 $1.23M 0.43% +2,417 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,786 shares; 2024Q4: 15,776 shares; 2025Q1: 15,565 shares; 2025Q2: 15,034 shares; 2025Q3: 14,729 shares; 2025Q4: 14,578 shares; 2026Q1: 14,570 shares; 2026Q2: 14,845 shares 14,845 $1.23M 0.43% +275 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: 542 shares; 2024Q4: 998 shares; 2025Q1: 1,017 shares; 2025Q2: 1,252 shares; 2025Q3: 1,254 shares; 2025Q4: 1,305 shares; 2026Q1: 1,319 shares; 2026Q2: 1,752 shares 1,752 $1.2M 0.42% +433 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: 2,223 shares; 2024Q4: 2,224 shares; 2025Q1: 2,185 shares; 2025Q2: 2,932 shares; 2025Q3: 2,827 shares; 2025Q4: 2,823 shares; 2026Q1: 3,022 shares; 2026Q2: 3,148 shares 3,148 $1.19M 0.42% +126 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,743 shares; 2024Q4: 7,643 shares; 2025Q1: 8,756 shares; 2025Q2: 11,344 shares; 2025Q3: 15,799 shares; 2025Q4: 20,518 shares; 2026Q1: 23,132 shares; 2026Q2: 25,464 shares 25,464 $1.05M 0.37% +2,332 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,702 shares; 2024Q4: 13,902 shares; 2025Q1: 15,300 shares; 2025Q2: 16,100 shares; 2025Q3: 16,050 shares; 2025Q4: 18,100 shares; 2026Q1: 19,600 shares; 2026Q2: 18,550 shares 18,550 $1.05M 0.37% -1,050 Timeline MUNI 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: 17,765 shares; 2024Q4: 17,765 shares; 2025Q1: 16,235 shares; 2025Q2: 19,621 shares; 2025Q3: 19,257 shares; 2025Q4: 17,967 shares; 2026Q1: 17,993 shares; 2026Q2: 19,011 shares 19,011 $1M 0.35% +1,018 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,363 shares; 2026Q1: 12,200 shares; 2026Q2: 18,957 shares 18,957 $944K 0.33% +6,757 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares; 2026Q2: 2,733 shares 2,733 $924K 0.32% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,215 shares; 2024Q4: 7,925 shares; 2025Q1: 7,245 shares; 2025Q2: 7,125 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares; 2026Q2: 6,000 shares 6,000 $918K 0.32% -1,725 Timeline BUG 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: 6,160 shares; 2025Q4: 10,610 shares; 2026Q1: 12,880 shares; 2026Q2: 22,585 shares 22,585 $863K 0.3% +9,705 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,600 shares; 2024Q4: 22,200 shares; 2025Q1: 20,400 shares; 2025Q2: 19,800 shares; 2025Q3: 19,500 shares; 2025Q4: 18,700 shares; 2026Q1: 18,700 shares; 2026Q2: 17,900 shares 17,900 $851K 0.3% -800 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: 9,030 shares; 2024Q4: 9,052 shares; 2025Q1: 8,831 shares; 2025Q2: 8,744 shares; 2025Q3: 8,654 shares; 2025Q4: 8,669 shares; 2026Q1: 8,703 shares; 2026Q2: 8,618 shares 8,618 $831K 0.29% -85 Timeline QQQI 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: 4,100 shares; 2025Q4: 4,400 shares; 2026Q1: 4,600 shares; 2026Q2: 13,500 shares 13,500 $767K 0.27% +8,900 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,275 shares 10,275 $759K 0.27% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,750 shares; 2024Q4: 11,630 shares; 2025Q1: 12,880 shares; 2025Q2: 13,788 shares; 2025Q3: 14,278 shares; 2025Q4: 15,258 shares; 2026Q1: 16,758 shares; 2026Q2: 17,458 shares 17,458 $702K 0.25% +700 Timeline SCHF 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: 8,493 shares; 2024Q4: 17,085 shares; 2025Q1: 17,487 shares; 2025Q2: 17,637 shares; 2025Q3: 18,937 shares; 2025Q4: 22,535 shares; 2026Q1: 24,111 shares; 2026Q2: 24,865 shares 24,865 $689K 0.24% +754 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,363 shares; 2025Q1: 1,364 shares; 2025Q2: 1,365 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,343 shares; 2026Q2: 1,332 shares 1,332 $684K 0.24% -11 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE 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: 45,354 shares; 2025Q4: 42,949 shares; 2026Q1: 42,199 shares; 2026Q2: 42,199 shares 42,199 $607K 0.21% 0 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: 6,700 shares; 2026Q1: 10,270 shares; 2026Q2: 13,559 shares 13,559 $593K 0.21% +3,289 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $564K 0.2% 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: 3,163 shares; 2024Q4: 3,177 shares; 2025Q1: 3,177 shares; 2025Q2: 3,193 shares; 2025Q3: 3,209 shares; 2025Q4: 3,224 shares; 2026Q1: 3,338 shares; 2026Q2: 3,351 shares 3,351 $555K 0.19% +13 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,201 shares; 2024Q4: 4,101 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,658 shares; 2026Q1: 3,807 shares; 2026Q2: 3,787 shares 3,787 $555K 0.19% -20 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: 2,388 shares; 2025Q3: 2,449 shares; 2025Q4: 2,444 shares; 2026Q1: 2,973 shares; 2026Q2: 2,986 shares 2,986 $553K 0.19% +13 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: 1,948 shares; 2024Q4: 1,900 shares; 2025Q1: 1,950 shares; 2025Q2: 1,641 shares; 2025Q3: 1,678 shares; 2025Q4: 1,648 shares; 2026Q1: 1,596 shares; 2026Q2: 1,821 shares 1,821 $547K 0.19% +225 Timeline QGRO 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: 2,376 shares; 2025Q3: 2,441 shares; 2025Q4: 2,497 shares; 2026Q1: 4,382 shares; 2026Q2: 4,624 shares 4,624 $546K 0.19% +242 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,275 shares; 2026Q2: 6,275 shares 6,275 $544K 0.19% 0 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: 22,123 shares; 2024Q4: 22,308 shares; 2025Q1: 23,018 shares; 2025Q2: 23,018 shares; 2025Q3: 5,841 shares; 2025Q4: 5,689 shares; 2026Q1: 6,997 shares; 2026Q2: 7,024 shares 7,024 $530K 0.19% +27 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: 1,841 shares; 2024Q4: 1,849 shares; 2025Q1: 1,793 shares; 2025Q2: 1,801 shares; 2025Q3: 1,809 shares; 2025Q4: 1,817 shares; 2026Q1: 1,825 shares; 2026Q2: 1,852 shares 1,852 $504K 0.18% +27 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,582 shares; 2025Q1: 2,583 shares; 2025Q2: 1,973 shares; 2025Q3: 1,975 shares; 2025Q4: 1,957 shares; 2026Q1: 1,958 shares; 2026Q2: 1,959 shares 1,959 $498K 0.17% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 314 shares; 2026Q2: 4,108 shares 4,108 $491K 0.17% +3,794 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,117 shares; 2024Q4: 7,118 shares; 2025Q1: 6,418 shares; 2025Q2: 6,368 shares; 2025Q3: 6,318 shares; 2025Q4: 6,288 shares; 2026Q1: 6,213 shares; 2026Q2: 6,213 shares 6,213 $479K 0.17% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 4,926 shares; 2026Q1: 5,828 shares; 2026Q2: 8,473 shares 8,473 $479K 0.17% +2,645 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,844 shares; 2026Q2: 2,245 shares 2,245 $478K 0.17% +401 Timeline SHLD 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: not reported; 2026Q2: 7,970 shares 7,970 $476K 0.17% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,982 shares; 2025Q1: 3,000 shares; 2025Q2: 3,020 shares; 2025Q3: 3,039 shares; 2025Q4: 3,061 shares; 2026Q1: 3,080 shares; 2026Q2: 3,100 shares 3,100 $472K 0.17% +20 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: not reported; 2025Q1: 2,667 shares; 2025Q2: 2,807 shares; 2025Q3: 2,757 shares; 2025Q4: 2,712 shares; 2026Q1: 2,903 shares; 2026Q2: 3,155 shares 3,155 $462K 0.16% +252 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: 812 shares; 2024Q4: 903 shares; 2025Q1: 920 shares; 2025Q2: 1,010 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 5,339 shares 5,339 $430K 0.15% +4,328 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,779 shares; 2024Q4: 4,350 shares; 2025Q1: 4,140 shares; 2025Q2: 3,799 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares; 2026Q1: 3,734 shares; 2026Q2: 3,709 shares 3,709 $427K 0.15% -25 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: not reported; 2024Q4: 2,398 shares; 2025Q1: 2,601 shares; 2025Q2: 3,205 shares; 2025Q3: 3,087 shares; 2025Q4: 2,930 shares; 2026Q1: 3,606 shares; 2026Q2: 3,674 shares 3,674 $416K 0.15% +68 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: 1,251 shares; 2024Q4: 1,223 shares; 2025Q1: 1,227 shares; 2025Q2: 938 shares; 2025Q3: 957 shares; 2025Q4: 962 shares; 2026Q1: 981 shares; 2026Q2: 985 shares 985 $410K 0.14% +4 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,502 shares; 2024Q4: 2,677 shares; 2025Q1: 2,690 shares; 2025Q2: 2,798 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,820 shares; 2026Q2: 2,988 shares 2,988 $405K 0.14% +168 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: 916 shares; 2024Q4: 903 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 976 shares; 2025Q4: 1,955 shares; 2026Q1: 2,131 shares; 2026Q2: 2,058 shares 2,058 $392K 0.14% -73 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,824 shares 3,824 $383K 0.13% new 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: 9,213 shares; 2024Q4: 8,718 shares; 2025Q1: 7,728 shares; 2025Q2: 7,613 shares; 2025Q3: 5,038 shares; 2025Q4: 4,813 shares; 2026Q1: 4,683 shares; 2026Q2: 4,778 shares 4,778 $378K 0.13% +95 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,320 shares; 2025Q1: 1,603 shares; 2025Q2: 1,803 shares; 2025Q3: 2,078 shares; 2025Q4: 2,153 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $353K 0.12% 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: 1,365 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $349K 0.12% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,204 shares; 2024Q4: 3,207 shares; 2025Q1: 3,135 shares; 2025Q2: 3,138 shares; 2025Q3: 3,143 shares; 2025Q4: 3,147 shares; 2026Q1: 3,151 shares; 2026Q2: 3,224 shares 3,224 $345K 0.12% +73 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: 5,482 shares; 2024Q4: 5,407 shares; 2025Q1: 5,508 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares; 2025Q4: 5,610 shares; 2026Q1: 6,110 shares; 2026Q2: 6,011 shares 6,011 $343K 0.12% -99 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: not reported; 2024Q4: 919 shares; 2025Q1: 922 shares; 2025Q2: 926 shares; 2025Q3: 929 shares; 2025Q4: 922 shares; 2026Q1: 1,010 shares; 2026Q2: 1,014 shares 1,014 $332K 0.12% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,702 shares; 2024Q4: 1,709 shares; 2025Q1: 1,714 shares; 2025Q2: 1,760 shares; 2025Q3: 1,911 shares; 2025Q4: 2,069 shares; 2026Q1: 2,076 shares; 2026Q2: 2,083 shares 2,083 $329K 0.12% +7 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 1,255 shares; 2025Q1: 1,258 shares; 2025Q2: 1,261 shares; 2025Q3: 1,263 shares; 2025Q4: 2,529 shares; 2026Q1: 2,544 shares; 2026Q2: 2,660 shares 2,660 $312K 0.11% +116 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649 shares; 2026Q2: 649 shares 649 $310K 0.11% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $306K 0.11% new 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $302K 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 882 shares; 2026Q2: 842 shares 842 $297K 0.1% -40 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,883 shares; 2024Q4: 15,737 shares; 2025Q1: 16,243 shares; 2025Q2: 16,375 shares; 2025Q3: 15,267 shares; 2025Q4: 15,178 shares; 2026Q1: 8,881 shares; 2026Q2: 7,106 shares 7,106 $294K 0.1% -1,775 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: 2,323 shares; 2026Q1: 2,613 shares; 2026Q2: 2,780 shares 2,780 $289K 0.1% +167 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,256 shares; 2024Q4: 5,256 shares; 2025Q1: 5,256 shares; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,256 shares; 2026Q1: 5,256 shares; 2026Q2: 5,273 shares 5,273 $285K 0.1% +17 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 5,427 shares; 2026Q1: 5,427 shares; 2026Q2: 5,427 shares 5,427 $279K 0.1% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares; 2026Q1: 4,971 shares; 2026Q2: 5,139 shares 5,139 $275K 0.1% +168 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: 6,975 shares; 2025Q1: 6,675 shares; 2025Q2: 6,676 shares; 2025Q3: 6,676 shares; 2025Q4: 6,676 shares; 2026Q1: 2,776 shares; 2026Q2: 635 shares 635 $275K 0.1% -2,141 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: 1,069 shares; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,070 shares; 2026Q1: 1,072 shares; 2026Q2: 1,074 shares 1,074 $270K 0.09% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,039 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,451 shares; 2026Q1: 2,517 shares; 2026Q2: 2,517 shares 2,517 $262K 0.09% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045 $260K 0.09% new 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: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,172 shares; 2025Q3: 2,175 shares; 2025Q4: 2,178 shares; 2026Q1: 2,181 shares; 2026Q2: 2,184 shares 2,184 $256K 0.09% +3 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: not reported; 2026Q2: 651 shares 651 $238K 0.08% new 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: 238 shares; 2025Q3: 263 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $227K 0.08% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 4,160 shares; 2025Q1: 4,010 shares; 2025Q2: 3,870 shares; 2025Q3: 3,730 shares; 2025Q4: 2,690 shares; 2026Q1: 2,590 shares; 2026Q2: 2,598 shares 2,598 $224K 0.08% +8 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,295 shares; 2024Q4: 9,109 shares; 2025Q1: 3,803 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,536 shares; 2026Q2: 2,538 shares 2,538 $219K 0.08% +2 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: 7,248 shares; 2025Q1: 10,188 shares; 2025Q2: 11,888 shares; 2025Q3: 8,926 shares; 2025Q4: 9,540 shares; 2026Q1: 8,721 shares; 2026Q2: 6,451 shares 6,451 $215K 0.08% -2,270 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,050 shares; 2024Q4: 15,850 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,750 shares; 2025Q4: 10,700 shares; 2026Q1: 10,300 shares; 2026Q2: 8,395 shares 8,395 $212K 0.07% -1,905 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares 2,266 $209K 0.07% 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: 323 shares 323 $205K 0.07% new 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: 1,450 shares 1,450 $202K 0.07% new Timeline AMPG AMPLITECH GROUP INC More: the full row for AMPLITECH 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: 28,950 shares 28,950 $201K 0.07% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,746 shares; 2024Q4: 30,150 shares; 2025Q1: 25,897 shares; 2025Q2: 25,407 shares; 2025Q3: 19,334 shares; 2025Q4: 15,705 shares; 2026Q1: 14,427 shares; 2026Q2: 13,150 shares 13,150 $112K 0.04% -1,277 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,019 shares; 2024Q4: 12,019 shares; 2025Q1: 12,019 shares; 2025Q2: 12,019 shares; 2025Q3: 10,135 shares; 2025Q4: 10,135 shares; 2026Q1: 10,135 shares; 2026Q2: 18,115 shares 18,115 $66.5K 0.02% +7,980 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,000 shares; 2025Q3: 115,000 shares; 2025Q4: 115,000 shares; 2026Q1: 115,000 shares; 2026Q2: 115,000 shares 115,000 $41.1K 0.01% 0 Timeline