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: 12,979 shares; 2024Q4: 13,747 shares; 2025Q1: 14,028 shares; 2025Q2: 72,792 shares; 2025Q3: 102,235 shares; 2025Q4: 97,098 shares; 2026Q1: 81,912 shares; 2026Q2: 89,631 shares 89,631 $33M 5.01% +7,719 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: 804 shares; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,899 shares; 2026Q2: 42,749 shares 42,749 $27.4M 4.16% -17,150 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,502 shares; 2024Q4: 559,555 shares; 2025Q1: 717,932 shares; 2025Q2: 717,512 shares; 2025Q3: 719,299 shares; 2025Q4: 776,394 shares; 2026Q1: 834,932 shares; 2026Q2: 883,704 shares 883,704 $23.4M 3.56% +48,772 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,902 shares; 2025Q3: 334,420 shares; 2025Q4: 355,967 shares; 2026Q1: 380,507 shares; 2026Q2: 388,350 shares 388,350 $23.2M 3.52% +7,843 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,090 shares; 2026Q1: 244,964 shares; 2026Q2: 223,349 shares 223,349 $22.8M 3.47% -21,615 Timeline IYZ 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: 496,666 shares 496,666 $21M 3.19% 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: 90,993 shares; 2024Q4: 96,865 shares; 2025Q1: 91,371 shares; 2025Q2: 82,227 shares; 2025Q3: 84,268 shares; 2025Q4: 83,748 shares; 2026Q1: 91,166 shares; 2026Q2: 92,994 shares 92,994 $18.6M 2.82% +1,828 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,669 shares; 2026Q2: 77,996 shares 77,996 $17.7M 2.69% +15,327 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,073 shares; 2024Q4: 275,193 shares; 2025Q1: 541,335 shares; 2025Q2: 541,186 shares; 2025Q3: 536,254 shares; 2025Q4: 551,211 shares; 2026Q1: 569,955 shares; 2026Q2: 574,588 shares 574,588 $16.9M 2.57% +4,633 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: 75,463 shares; 2024Q4: 74,815 shares; 2025Q1: 83,256 shares; 2025Q2: 84,387 shares; 2025Q3: 105,210 shares; 2025Q4: 104,845 shares; 2026Q1: 128,568 shares; 2026Q2: 68,882 shares 68,882 $16.7M 2.53% -59,686 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: 335,702 shares; 2024Q4: 1,313,142 shares; 2025Q1: 705,810 shares; 2025Q2: 307,618 shares; 2025Q3: 466,418 shares; 2025Q4: 466,804 shares; 2026Q1: 484,244 shares; 2026Q2: 491,767 shares 491,767 $16.6M 2.52% +7,523 Timeline VIS 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: 48,779 shares; 2024Q4: 48,495 shares; 2025Q1: 49,231 shares; 2025Q2: 45,767 shares; 2025Q3: 43,119 shares; 2025Q4: 43,672 shares; 2026Q1: 44,218 shares; 2026Q2: 44,067 shares 44,067 $15.9M 2.41% -151 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: 75,914 shares; 2025Q4: 239,257 shares; 2026Q1: 467,939 shares; 2026Q2: 763,863 shares 763,863 $15.7M 2.37% +295,924 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: 10,419 shares; 2024Q4: 12,508 shares; 2025Q1: 12,680 shares; 2025Q2: 8,764 shares; 2025Q3: 9,135 shares; 2025Q4: 9,445 shares; 2026Q1: 7,446 shares; 2026Q2: 51,332 shares 51,332 $15.5M 2.35% +43,886 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,860 shares; 2024Q4: 10,105 shares; 2025Q1: 10,376 shares; 2025Q2: 9,067 shares; 2025Q3: 8,949 shares; 2025Q4: 25,529 shares; 2026Q1: 25,513 shares; 2026Q2: 41,460 shares 41,460 $15.5M 2.35% +15,947 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 182,845 shares; 2026Q2: 175,324 shares 175,324 $15M 2.28% -7,521 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,360 shares; 2024Q4: 65,354 shares; 2025Q1: 56,140 shares; 2025Q2: 70,924 shares; 2025Q3: 72,689 shares; 2025Q4: 74,821 shares; 2026Q1: 83,451 shares; 2026Q2: 86,882 shares 86,882 $14.5M 2.2% +3,431 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: 112,282 shares; 2024Q4: 110,556 shares; 2025Q1: 76,127 shares; 2025Q2: 117,785 shares; 2025Q3: 122,561 shares; 2025Q4: 125,234 shares; 2026Q1: not reported; 2026Q2: 154,494 shares 154,494 $14M 2.12% 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: 15,776 shares; 2024Q4: 15,632 shares; 2025Q1: 12,599 shares; 2025Q2: 16,043 shares; 2025Q3: 16,361 shares; 2025Q4: 16,345 shares; 2026Q1: 18,078 shares; 2026Q2: 18,500 shares 18,500 $13.9M 2.1% +422 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: 155,653 shares; 2024Q4: 164,434 shares; 2025Q1: 159,514 shares; 2025Q2: 143,113 shares; 2025Q3: 122,129 shares; 2025Q4: 130,748 shares; 2026Q1: 146,471 shares; 2026Q2: 155,950 shares 155,950 $13.5M 2.05% +9,479 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,145 shares; 2024Q4: 37,746 shares; 2025Q1: 287,856 shares; 2025Q2: 172,872 shares; 2025Q3: 101,595 shares; 2025Q4: 111,601 shares; 2026Q1: 124,603 shares; 2026Q2: 133,539 shares 133,539 $13.5M 2.04% +8,936 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,610 shares; 2024Q4: 79,781 shares; 2025Q1: 51,104 shares; 2025Q2: 64,187 shares; 2025Q3: 65,140 shares; 2025Q4: 64,937 shares; 2026Q1: 69,755 shares; 2026Q2: 75,770 shares 75,770 $13.3M 2.02% +6,015 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: 2,428 shares; 2024Q4: 3,298 shares; 2025Q1: 3,526 shares; 2025Q2: 2,094 shares; 2025Q3: 46,672 shares; 2025Q4: 42,505 shares; 2026Q1: 37,994 shares; 2026Q2: 37,053 shares 37,053 $13.2M 2.01% -941 Timeline IDGT 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: 109,398 shares 109,398 $13.1M 1.99% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180,781 shares; 2025Q3: 94,484 shares; 2025Q4: 106,830 shares; 2026Q1: 133,411 shares; 2026Q2: 140,691 shares 140,691 $12.5M 1.89% +7,280 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,635 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,669 shares; 2025Q4: 899 shares; 2026Q1: 898 shares; 2026Q2: 32,750 shares 32,750 $12.4M 1.88% +31,852 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,129 shares 31,129 $11.7M 1.77% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,588 shares; 2024Q4: 76,765 shares; 2025Q1: 87,009 shares; 2025Q2: 86,551 shares; 2025Q3: 83,051 shares; 2025Q4: 87,237 shares; 2026Q1: 93,278 shares; 2026Q2: 102,026 shares 102,026 $11.3M 1.71% +8,748 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262,900 shares; 2026Q2: 265,617 shares 265,617 $10.5M 1.6% +2,717 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,699 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,959 shares 112,959 $10.4M 1.57% new Timeline IBDV 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: 372,600 shares; 2025Q1: 395,513 shares; 2025Q2: 394,318 shares; 2025Q3: 397,200 shares; 2025Q4: 426,638 shares; 2026Q1: 455,756 shares; 2026Q2: 474,157 shares 474,157 $10.3M 1.57% +18,401 Timeline DAUG 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: 161,824 shares; 2024Q4: 164,349 shares; 2025Q1: 202,403 shares; 2025Q2: 201,221 shares; 2025Q3: 199,678 shares; 2025Q4: 205,517 shares; 2026Q1: 211,946 shares; 2026Q2: 212,745 shares 212,745 $9.97M 1.51% +799 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,298 shares 38,298 $9.51M 1.44% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,832 shares; 2026Q2: 32,297 shares 32,297 $8.41M 1.28% +4,465 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,018 shares; 2024Q4: 34,764 shares; 2025Q1: 38,475 shares; 2025Q2: 25,191 shares; 2025Q3: 26,365 shares; 2025Q4: 31,951 shares; 2026Q1: 36,613 shares; 2026Q2: 22,870 shares 22,870 $8.15M 1.24% -13,743 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: 19,208 shares; 2024Q4: 23,402 shares; 2025Q1: 21,893 shares; 2025Q2: 17,039 shares; 2025Q3: 12,688 shares; 2025Q4: 10,088 shares; 2026Q1: 9,859 shares; 2026Q2: 10,650 shares 10,650 $7.95M 1.21% +791 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,401 shares; 2024Q4: 34,465 shares; 2025Q1: 19,665 shares; 2025Q2: 18,320 shares; 2025Q3: 19,388 shares; 2025Q4: 22,756 shares; 2026Q1: 21,236 shares; 2026Q2: 19,890 shares 19,890 $7.37M 1.12% -1,346 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,852 shares; 2025Q3: 42,299 shares; 2025Q4: 44,221 shares; 2026Q1: 43,244 shares; 2026Q2: 46,731 shares 46,731 $7.08M 1.07% +3,487 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 121,700 shares; 2026Q2: 148,234 shares 148,234 $6.89M 1.05% +26,534 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,255 shares; 2026Q1: 37,314 shares; 2026Q2: 28,979 shares 28,979 $6.65M 1.01% -8,335 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,081 shares; 2024Q4: 220,248 shares; 2025Q1: 237,481 shares; 2025Q2: 234,939 shares; 2025Q3: 230,959 shares; 2025Q4: 237,418 shares; 2026Q1: 246,393 shares; 2026Q2: 252,775 shares 252,775 $6.38M 0.97% +6,382 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,614 shares; 2024Q4: 47,010 shares; 2025Q1: 57,380 shares; 2025Q2: 55,595 shares; 2025Q3: 53,734 shares; 2025Q4: 55,458 shares; 2026Q1: 61,167 shares; 2026Q2: 64,091 shares 64,091 $5.26M 0.8% +2,924 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,930 shares 6,930 $5.01M 0.76% new 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: 14,050 shares; 2024Q4: 14,573 shares; 2025Q1: 14,553 shares; 2025Q2: 12,919 shares; 2025Q3: 14,704 shares; 2025Q4: 14,760 shares; 2026Q1: 14,133 shares; 2026Q2: 13,828 shares 13,828 $4M 0.61% -305 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 9,792 shares; 2025Q1: 9,701 shares; 2025Q2: 9,673 shares; 2025Q3: 9,907 shares; 2025Q4: 9,872 shares; 2026Q1: 8,976 shares; 2026Q2: 9,462 shares 9,462 $3.54M 0.54% +486 Timeline NLR 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: 12,352 shares; 2025Q4: 28,463 shares; 2026Q1: 30,113 shares; 2026Q2: 29,013 shares 29,013 $3.36M 0.51% -1,100 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: 5,415 shares; 2024Q4: 5,404 shares; 2025Q1: 6,142 shares; 2025Q2: 6,080 shares; 2025Q3: 6,104 shares; 2025Q4: 6,052 shares; 2026Q1: 5,946 shares; 2026Q2: 5,642 shares 5,642 $2.87M 0.44% -304 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: 2,726 shares; 2025Q1: 2,561 shares; 2025Q2: 2,578 shares; 2025Q3: 2,500 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares; 2026Q2: 2,397 shares 2,397 $2.82M 0.43% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,158 shares 45,158 $2.05M 0.31% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,688 shares; 2024Q4: 5,307 shares; 2025Q1: 6,441 shares; 2025Q2: 5,355 shares; 2025Q3: 6,116 shares; 2025Q4: 6,496 shares; 2026Q1: 5,486 shares; 2026Q2: 5,385 shares 5,385 $1.76M 0.27% -101 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: 2,781 shares; 2024Q4: 3,646 shares; 2025Q1: 3,041 shares; 2025Q2: 2,988 shares; 2025Q3: 3,747 shares; 2025Q4: 3,707 shares; 2026Q1: 3,361 shares; 2026Q2: 2,885 shares 2,885 $1.68M 0.25% -476 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: 10,380 shares; 2024Q4: 11,503 shares; 2025Q1: 11,681 shares; 2025Q2: 5,355 shares; 2025Q3: 7,989 shares; 2025Q4: 8,159 shares; 2026Q1: 7,116 shares; 2026Q2: 6,957 shares 6,957 $1.66M 0.25% -159 Timeline FTXL 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: 7,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 7,741 shares; 2026Q1: 6,797 shares; 2026Q2: 5,114 shares 5,114 $1.46M 0.22% -1,683 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,997 shares 18,997 $1.29M 0.2% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,070 shares; 2026Q2: 1,076 shares 1,076 $1.24M 0.19% +6 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: 2,780 shares; 2024Q4: 4,252 shares; 2025Q1: 4,316 shares; 2025Q2: 1,954 shares; 2025Q3: 1,873 shares; 2025Q4: 4,555 shares; 2026Q1: 1,443 shares; 2026Q2: 1,632 shares 1,632 $1.2M 0.18% +189 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: 3,965 shares; 2024Q4: 4,551 shares; 2025Q1: 2,957 shares; 2025Q2: 2,609 shares; 2025Q3: 2,983 shares; 2025Q4: 2,778 shares; 2026Q1: 2,640 shares; 2026Q2: 2,641 shares 2,641 $1.11M 0.17% +1 Timeline FV 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: 254,978 shares; 2024Q4: 225,249 shares; 2025Q1: 17,995 shares; 2025Q2: 15,130 shares; 2025Q3: 15,130 shares; 2025Q4: 15,130 shares; 2026Q1: 14,253 shares; 2026Q2: 14,253 shares 14,253 $1.08M 0.16% 0 Timeline QTEC 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: 25,891 shares; 2024Q4: 26,758 shares; 2025Q1: 27,733 shares; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,141 shares; 2026Q1: not reported; 2026Q2: 3,188 shares 3,188 $1.07M 0.16% new 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: 730 shares; 2024Q4: 915 shares; 2025Q1: 11,574 shares; 2025Q2: 10,464 shares; 2025Q3: 698 shares; 2025Q4: 521 shares; 2026Q1: 476 shares; 2026Q2: 808 shares 808 $969K 0.15% +332 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: 1,226 shares; 2024Q4: 1,327 shares; 2025Q1: 911 shares; 2025Q2: 890 shares; 2025Q3: 793 shares; 2025Q4: 425 shares; 2026Q1: 791 shares; 2026Q2: 750 shares 750 $799K 0.12% -41 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,986 shares; 2025Q4: 4,003 shares; 2026Q1: 4,006 shares; 2026Q2: 6,778 shares 6,778 $796K 0.12% +2,772 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,444 shares; 2026Q2: 3,151 shares 3,151 $781K 0.12% -293 Timeline FTXR 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: 17,225 shares; 2026Q2: 16,656 shares 16,656 $759K 0.12% -569 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 762 shares; 2026Q2: 778 shares 778 $751K 0.11% +16 Timeline FXL 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: 3,421 shares 3,421 $743K 0.11% new Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,013 shares; 2025Q3: 10,013 shares; 2025Q4: 10,013 shares; 2026Q1: 10,013 shares; 2026Q2: 20,013 shares 20,013 $721K 0.11% +10,000 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: 1,137 shares; 2024Q4: 1,144 shares; 2025Q1: 1,119 shares; 2025Q2: 1,814 shares; 2025Q3: 1,816 shares; 2025Q4: 1,819 shares; 2026Q1: 1,763 shares; 2026Q2: 1,886 shares 1,886 $698K 0.11% +123 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: 718 shares; 2024Q4: 1,135 shares; 2025Q1: 881 shares; 2025Q2: 1,083 shares; 2025Q3: 1,507 shares; 2025Q4: 1,121 shares; 2026Q1: 1,065 shares; 2026Q2: 1,228 shares 1,228 $692K 0.1% +163 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,671 shares; 2024Q4: 10,017 shares; 2025Q1: 10,919 shares; 2025Q2: 10,017 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,710 shares 10,710 $674K 0.1% +710 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: 2,978 shares; 2024Q4: 3,456 shares; 2025Q1: 3,474 shares; 2025Q2: 2,938 shares; 2025Q3: 3,034 shares; 2025Q4: 3,065 shares; 2026Q1: 3,050 shares; 2026Q2: 3,125 shares 3,125 $665K 0.1% +75 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: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,499 shares; 2026Q1: 1,498 shares; 2026Q2: 1,749 shares 1,749 $618K 0.09% +251 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,092 shares; 2024Q4: 6,068 shares; 2025Q1: 6,372 shares; 2025Q2: 6,208 shares; 2025Q3: 6,190 shares; 2025Q4: 6,067 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $611K 0.09% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,305 shares; 2025Q1: 3,310 shares; 2025Q2: 3,273 shares; 2025Q3: 3,272 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares; 2026Q2: 3,271 shares 3,271 $587K 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: 6,262 shares; 2024Q4: 7,975 shares; 2025Q1: 8,786 shares; 2025Q2: 5,258 shares; 2025Q3: 5,253 shares; 2025Q4: 5,103 shares; 2026Q1: 7,008 shares; 2026Q2: 4,878 shares 4,878 $553K 0.08% -2,130 Timeline PSI 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: 4,701 shares; 2026Q1: 4,215 shares; 2026Q2: 2,844 shares 2,844 $534K 0.08% -1,371 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: 440 shares; 2025Q4: 389 shares; 2026Q1: 641 shares; 2026Q2: 750 shares 750 $515K 0.08% +109 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,984 shares; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 7,834 shares; 2026Q1: 7,834 shares; 2026Q2: 7,834 shares 7,834 $506K 0.08% 0 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: 641 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 5,829 shares 5,829 $502K 0.08% +4,913 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: 1,517 shares; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,622 shares; 2025Q3: 1,684 shares; 2025Q4: 1,369 shares; 2026Q1: 1,492 shares; 2026Q2: 1,919 shares 1,919 $487K 0.07% +427 Timeline PRFD 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: 7,749 shares; 2025Q2: 7,570 shares; 2025Q3: 5,905 shares; 2025Q4: 5,685 shares; 2026Q1: 6,574 shares; 2026Q2: 9,232 shares 9,232 $474K 0.07% +2,658 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 27,123 shares; 2025Q1: 33,048 shares; 2025Q2: 38,232 shares; 2025Q3: 34,077 shares; 2025Q4: 24,931 shares; 2026Q1: 24,824 shares; 2026Q2: 22,728 shares 22,728 $470K 0.07% -2,096 Timeline KNCT 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: 2,714 shares; 2026Q1: 2,540 shares; 2026Q2: 2,191 shares 2,191 $462K 0.07% -349 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: 524 shares; 2026Q1: 496 shares; 2026Q2: 456 shares 456 $461K 0.07% -40 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227 shares 227 $452K 0.07% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,027 shares; 2024Q4: 135,268 shares; 2025Q1: 135,592 shares; 2025Q2: 135,923 shares; 2025Q3: 136,238 shares; 2025Q4: 15,548 shares; 2026Q1: 16,863 shares; 2026Q2: 17,169 shares 17,169 $439K 0.07% +306 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 1,980 shares; 2025Q4: 3,960 shares; 2026Q1: not reported; 2026Q2: 5,391 shares 5,391 $437K 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $436K 0.07% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,384 shares; 2025Q2: 2,926 shares; 2025Q3: 2,859 shares; 2025Q4: 3,034 shares; 2026Q1: 3,012 shares; 2026Q2: 2,811 shares 2,811 $406K 0.06% -201 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: 3,102 shares; 2024Q4: 3,000 shares; 2025Q1: 2,984 shares; 2025Q2: 3,543 shares; 2025Q3: 2,550 shares; 2025Q4: 2,551 shares; 2026Q1: 2,422 shares; 2026Q2: 2,398 shares 2,398 $398K 0.06% -24 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000 $391K 0.06% 0 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: 576 shares; 2024Q4: 593 shares; 2025Q1: 574 shares; 2025Q2: 10,643 shares; 2025Q3: 11,194 shares; 2025Q4: 13,279 shares; 2026Q1: 14,375 shares; 2026Q2: 774 shares 774 $388K 0.06% -13,601 Timeline PKB 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: 4,864 shares; 2024Q4: 4,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,305 shares; 2026Q2: 3,443 shares 3,443 $386K 0.06% +138 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares; 2026Q1: 3,090 shares; 2026Q2: 2,749 shares 2,749 $385K 0.06% -341 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 3,259 shares; 2025Q1: 3,086 shares; 2025Q2: 2,750 shares; 2025Q3: 2,607 shares; 2025Q4: 2,364 shares; 2026Q1: 2,142 shares; 2026Q2: 2,167 shares 2,167 $383K 0.06% +25 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 1,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 1,130 shares; 2026Q2: 1,104 shares 1,104 $378K 0.06% -26 Timeline IGPT 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: not reported; 2026Q2: 3,633 shares 3,633 $378K 0.06% new Timeline QYLD 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: 23,000 shares; 2025Q2: 18,844 shares; 2025Q3: 13,808 shares; 2025Q4: 13,318 shares; 2026Q1: 15,308 shares; 2026Q2: 20,457 shares 20,457 $377K 0.06% +5,149 Timeline PTF 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: 5,675 shares; 2024Q4: 5,575 shares; 2025Q1: 5,982 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,763 shares 2,763 $377K 0.06% new Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,982 shares; 2026Q1: 20,567 shares; 2026Q2: 18,771 shares 18,771 $368K 0.06% -1,796 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: 1,691 shares; 2024Q4: 2,531 shares; 2025Q1: 2,866 shares; 2025Q2: 2,303 shares; 2025Q3: 2,300 shares; 2025Q4: 1,838 shares; 2026Q1: 1,455 shares; 2026Q2: 1,456 shares 1,456 $367K 0.06% +1 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: 2,486 shares 2,486 $347K 0.05% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $345K 0.05% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,465 shares; 2026Q2: 6,330 shares 6,330 $335K 0.05% +1,865 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: not reported; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 147,743 shares; 2025Q3: 151,870 shares; 2025Q4: 148,873 shares; 2026Q1: 149,400 shares; 2026Q2: 4,409 shares 4,409 $333K 0.05% -144,991 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: 1,961 shares; 2024Q4: 2,022 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 2,019 shares; 2025Q4: 1,185 shares; 2026Q1: not reported; 2026Q2: 2,253 shares 2,253 $330K 0.05% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,831 shares; 2026Q1: 3,975 shares; 2026Q2: 4,258 shares 4,258 $328K 0.05% +283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $317K 0.05% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,102 shares 3,102 $315K 0.05% 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: 5,892 shares; 2024Q4: 5,410 shares; 2025Q1: 5,019 shares; 2025Q2: 5,033 shares; 2025Q3: 2,716 shares; 2025Q4: 2,618 shares; 2026Q1: 3,801 shares; 2026Q2: 2,282 shares 2,282 $312K 0.05% -1,519 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,720 shares; 2025Q4: 1,568 shares; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $310K 0.05% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 3,528 shares; 2025Q1: 3,416 shares; 2025Q2: 3,437 shares; 2025Q3: 3,449 shares; 2025Q4: 3,347 shares; 2026Q1: 3,127 shares; 2026Q2: 4,780 shares 4,780 $306K 0.05% +1,653 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,721 shares; 2026Q2: 1,455 shares 1,455 $304K 0.05% -266 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: 23,538 shares; 2024Q4: 48,087 shares; 2025Q1: 31,013 shares; 2025Q2: 25,388 shares; 2025Q3: 43,957 shares; 2025Q4: 47,990 shares; 2026Q1: not reported; 2026Q2: 891 shares 891 $304K 0.05% new 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: 6,297 shares; 2025Q1: 6,173 shares; 2025Q2: 6,030 shares; 2025Q3: 6,304 shares; 2025Q4: 6,150 shares; 2026Q1: 5,314 shares; 2026Q2: 5,335 shares 5,335 $304K 0.05% +21 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 8,918 shares 8,918 $297K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 989 shares 989 $295K 0.04% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $288K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,538 shares; 2025Q3: 890 shares; 2025Q4: 912 shares; 2026Q1: 975 shares; 2026Q2: 1,006 shares 1,006 $283K 0.04% +31 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $280K 0.04% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,412 shares 1,412 $275K 0.04% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,825 shares; 2026Q2: 3,625 shares 3,625 $275K 0.04% -200 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 6,671 shares; 2025Q1: 6,530 shares; 2025Q2: not reported; 2025Q3: 5,319 shares; 2025Q4: 4,665 shares; 2026Q1: 4,317 shares; 2026Q2: 4,483 shares 4,483 $274K 0.04% +166 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 2,327 shares; 2025Q2: 2,088 shares; 2025Q3: 2,095 shares; 2025Q4: 2,042 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $267K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,856 shares; 2025Q4: 6,358 shares; 2026Q1: 3,412 shares; 2026Q2: 3,212 shares 3,212 $265K 0.04% -200 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,592 shares; 2024Q4: 9,218 shares; 2025Q1: 9,427 shares; 2025Q2: 9,634 shares; 2025Q3: 12,413 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares 2,910 $265K 0.04% 0 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,638 shares; 2026Q2: 4,639 shares 4,639 $255K 0.04% +1 Timeline IBDW 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: 12,206 shares; 2025Q2: 12,206 shares; 2025Q3: 12,206 shares; 2025Q4: 12,206 shares; 2026Q1: 12,206 shares; 2026Q2: 12,206 shares 12,206 $254K 0.04% 0 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: 1,140 shares; 2024Q4: 1,513 shares; 2025Q1: 1,646 shares; 2025Q2: 1,070 shares; 2025Q3: 1,017 shares; 2025Q4: 999 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $253K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 2,160 shares; 2025Q1: 1,993 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 2,159 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $251K 0.04% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 13,041 shares; 2025Q4: 10,659 shares; 2026Q1: 9,267 shares; 2026Q2: 9,492 shares 9,492 $250K 0.04% +225 Timeline IVW 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: 1,812 shares 1,812 $249K 0.04% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $246K 0.04% 0 Timeline FDN 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: 3,368 shares; 2024Q4: 2,839 shares; 2025Q1: 2,844 shares; 2025Q2: 2,862 shares; 2025Q3: 3,725 shares; 2025Q4: 3,536 shares; 2026Q1: 913 shares; 2026Q2: 927 shares 927 $245K 0.04% +14 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,757 shares; 2024Q4: 181,005 shares; 2025Q1: 186,832 shares; 2025Q2: 115,018 shares; 2025Q3: 118,540 shares; 2025Q4: 129,156 shares; 2026Q1: 2,632 shares; 2026Q2: 1,892 shares 1,892 $241K 0.04% -740 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,514 shares 9,514 $241K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 976 shares 976 $239K 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 3,912 shares; 2025Q1: 4,650 shares; 2025Q2: 7,985 shares; 2025Q3: 3,837 shares; 2025Q4: 3,807 shares; 2026Q1: 3,734 shares; 2026Q2: 3,208 shares 3,208 $239K 0.04% -526 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,526 shares; 2025Q4: 13,996 shares; 2026Q1: 615 shares; 2026Q2: 541 shares 541 $231K 0.04% -74 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 4,076 shares; 2026Q1: not reported; 2026Q2: 3,135 shares 3,135 $226K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $216K 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,143 shares; 2024Q4: 166,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,744 shares 2,744 $216K 0.03% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,454 shares 4,454 $213K 0.03% new Timeline IBDU 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: 9,080 shares; 2025Q2: 9,080 shares; 2025Q3: 9,080 shares; 2025Q4: 9,080 shares; 2026Q1: 9,080 shares; 2026Q2: 9,080 shares 9,080 $210K 0.03% 0 Timeline IBDS 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: 8,633 shares; 2025Q2: 8,633 shares; 2025Q3: 8,633 shares; 2025Q4: 8,633 shares; 2026Q1: 8,633 shares; 2026Q2: 8,633 shares 8,633 $209K 0.03% 0 Timeline IBDR 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: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares; 2026Q2: 8,590 shares 8,590 $208K 0.03% 0 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: 1,682 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,271 shares; 2025Q4: 1,262 shares; 2026Q1: 1,163 shares; 2026Q2: 1,088 shares 1,088 $206K 0.03% -75 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: 1,042 shares; 2024Q4: 820 shares; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $202K 0.03% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,603 shares; 2024Q4: 35,603 shares; 2025Q1: 12,703 shares; 2025Q2: 55,243 shares; 2025Q3: 55,603 shares; 2025Q4: 55,613 shares; 2026Q1: 55,738 shares; 2026Q2: 55,738 shares 55,738 $151K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V 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: 10,300 shares; 2026Q2: 10,300 shares 10,300 $59.1K 0.01% 0 Timeline