BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,589 shares; 2024Q4: 295,064 shares; 2025Q1: 270,775 shares; 2025Q2: 226,009 shares; 2025Q3: 232,617 shares; 2025Q4: 247,219 shares; 2026Q1: 253,813 shares; 2026Q2: 290,843 shares 290,843 $39.2M 16.69% +37,030 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: 217,244 shares; 2025Q2: 243,791 shares; 2025Q3: 252,593 shares; 2025Q4: 258,131 shares; 2026Q1: 261,124 shares; 2026Q2: 295,720 shares 295,720 $14.5M 6.16% +34,596 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,065 shares; 2024Q4: 74,973 shares; 2025Q1: 88,527 shares; 2025Q2: 105,407 shares; 2025Q3: 108,618 shares; 2025Q4: 105,191 shares; 2026Q1: 112,438 shares; 2026Q2: 123,012 shares 123,012 $10.1M 4.32% +10,574 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,331 shares; 2025Q2: 69,452 shares; 2025Q3: 79,164 shares; 2025Q4: 91,838 shares; 2026Q1: 92,366 shares; 2026Q2: 101,253 shares 101,253 $9.77M 4.16% +8,887 Timeline AVUS 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: 51,783 shares; 2024Q4: 55,307 shares; 2025Q1: 61,884 shares; 2025Q2: 61,820 shares; 2025Q3: 64,765 shares; 2025Q4: 64,782 shares; 2026Q1: 66,290 shares; 2026Q2: 69,840 shares 69,840 $8.95M 3.81% +3,550 Timeline JGRO 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: 89,336 shares; 2024Q4: 90,059 shares; 2025Q1: 112,947 shares; 2025Q2: 117,637 shares; 2025Q3: 118,892 shares; 2025Q4: 123,247 shares; 2026Q1: 109,585 shares; 2026Q2: 88,130 shares 88,130 $8.69M 3.7% -21,455 Timeline AFIX ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; 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: 301,247 shares; 2026Q2: 336,455 shares 336,455 $8.34M 3.55% +35,208 Timeline JAVA 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: 116,360 shares; 2024Q4: 133,331 shares; 2025Q1: 123,706 shares; 2025Q2: 119,706 shares; 2025Q3: 122,919 shares; 2025Q4: 123,097 shares; 2026Q1: 119,388 shares; 2026Q2: 104,126 shares 104,126 $8.27M 3.52% -15,262 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,689 shares; 2024Q4: 137,059 shares; 2025Q1: 114,234 shares; 2025Q2: 100,768 shares; 2025Q3: 103,046 shares; 2025Q4: 135,486 shares; 2026Q1: 155,678 shares; 2026Q2: 168,420 shares 168,420 $7.91M 3.37% +12,742 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,077 shares; 2025Q2: 75,087 shares; 2025Q3: 85,776 shares; 2025Q4: 88,865 shares; 2026Q1: 91,765 shares; 2026Q2: 100,203 shares 100,203 $6.22M 2.65% +8,438 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,909 shares; 2024Q4: 29,869 shares; 2025Q1: 33,725 shares; 2025Q2: 38,231 shares; 2025Q3: 42,260 shares; 2025Q4: 42,609 shares; 2026Q1: 51,335 shares; 2026Q2: 67,588 shares 67,588 $5.94M 2.53% +16,253 Timeline BBIN 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: 112,108 shares; 2024Q4: 108,575 shares; 2025Q1: 84,363 shares; 2025Q2: 73,890 shares; 2025Q3: 74,848 shares; 2025Q4: 76,296 shares; 2026Q1: 68,472 shares; 2026Q2: 62,499 shares 62,499 $4.88M 2.08% -5,973 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: 15,543 shares; 2024Q4: 15,263 shares; 2025Q1: 17,959 shares; 2025Q2: 16,803 shares; 2025Q3: 17,186 shares; 2025Q4: 17,040 shares; 2026Q1: 19,749 shares; 2026Q2: 21,000 shares 21,000 $4.2M 1.79% +1,251 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: 14,545 shares; 2024Q4: 15,203 shares; 2025Q1: 13,394 shares; 2025Q2: 14,192 shares; 2025Q3: 14,474 shares; 2025Q4: 13,098 shares; 2026Q1: 14,273 shares; 2026Q2: 14,506 shares 14,506 $4.2M 1.79% +233 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: 7,791 shares; 2024Q4: 8,127 shares; 2025Q1: 8,044 shares; 2025Q2: 9,070 shares; 2025Q3: 8,648 shares; 2025Q4: 8,441 shares; 2026Q1: 9,271 shares; 2026Q2: 9,526 shares 9,526 $3.4M 1.45% +255 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: 6,048 shares; 2024Q4: 6,303 shares; 2025Q1: 6,365 shares; 2025Q2: 6,554 shares; 2025Q3: 6,511 shares; 2025Q4: 6,477 shares; 2026Q1: 7,506 shares; 2026Q2: 8,794 shares 8,794 $3.32M 1.41% +1,288 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,670 shares; 2025Q1: 4,718 shares; 2025Q2: 5,376 shares; 2025Q3: 5,457 shares; 2025Q4: 5,555 shares; 2026Q1: 8,316 shares; 2026Q2: 8,814 shares 8,814 $3.29M 1.4% +498 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: 1,884 shares; 2024Q4: 2,156 shares; 2025Q1: 2,104 shares; 2025Q2: 1,973 shares; 2025Q3: 2,005 shares; 2025Q4: 1,995 shares; 2026Q1: 2,048 shares; 2026Q2: 2,092 shares 2,092 $2.51M 1.07% +44 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: 7,067 shares; 2024Q4: 6,982 shares; 2025Q1: 6,666 shares; 2025Q2: 7,289 shares; 2025Q3: 7,342 shares; 2025Q4: 7,147 shares; 2026Q1: 8,018 shares; 2026Q2: 9,890 shares 9,890 $2.36M 1% +1,872 Timeline NKE NIKE INC More: the full row for NIKE 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: 54,434 shares; 2026Q1: 54,377 shares; 2026Q2: 54,323 shares 54,323 $2.23M 0.95% -54 Timeline JPIE 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: 78,561 shares; 2024Q4: 71,280 shares; 2025Q1: 82,361 shares; 2025Q2: 62,820 shares; 2025Q3: 68,504 shares; 2025Q4: 57,314 shares; 2026Q1: 45,479 shares; 2026Q2: 47,396 shares 47,396 $2.18M 0.93% +1,917 Timeline JPUS 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: 19,569 shares; 2024Q4: 19,537 shares; 2025Q1: 19,099 shares; 2025Q2: 16,752 shares; 2025Q3: 16,226 shares; 2025Q4: 15,896 shares; 2026Q1: 15,534 shares; 2026Q2: 15,529 shares 15,529 $2.18M 0.93% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 8,185 shares; 2025Q1: 11,266 shares; 2025Q2: 10,286 shares; 2025Q3: 11,076 shares; 2025Q4: 10,821 shares; 2026Q1: 11,219 shares; 2026Q2: 12,105 shares 12,105 $1.99M 0.85% +886 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: 1,227 shares; 2024Q4: 1,226 shares; 2025Q1: 1,278 shares; 2025Q2: 1,226 shares; 2025Q3: 1,227 shares; 2025Q4: 2,457 shares; 2026Q1: 11,278 shares; 2026Q2: 9,364 shares 9,364 $1.78M 0.76% -1,914 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 13,599 shares 13,599 $1.6M 0.68% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 4,140 shares; 2025Q1: 7,521 shares; 2025Q2: 9,546 shares; 2025Q3: 5,592 shares; 2025Q4: 5,751 shares; 2026Q1: 4,167 shares; 2026Q2: 3,689 shares 3,689 $1.59M 0.68% -478 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,963 shares; 2025Q1: 2,424 shares; 2025Q2: 2,408 shares; 2025Q3: 2,884 shares; 2025Q4: 3,150 shares; 2026Q1: 3,157 shares; 2026Q2: 3,098 shares 3,098 $1.54M 0.66% -59 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: 9,452 shares; 2024Q4: 11,494 shares; 2025Q1: 11,549 shares; 2025Q2: 12,300 shares; 2025Q3: 12,535 shares; 2025Q4: 13,134 shares; 2026Q1: 13,518 shares; 2026Q2: 13,322 shares 13,322 $1.51M 0.64% -196 Timeline BBEU 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: 21,636 shares; 2024Q4: 21,493 shares; 2025Q1: 21,336 shares; 2025Q2: 20,495 shares; 2025Q3: 20,295 shares; 2025Q4: 20,054 shares; 2026Q1: 19,103 shares; 2026Q2: 19,096 shares 19,096 $1.49M 0.63% -7 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: 2,593 shares; 2024Q4: 2,636 shares; 2025Q1: 2,701 shares; 2025Q2: 2,744 shares; 2025Q3: 2,857 shares; 2025Q4: 2,621 shares; 2026Q1: 2,718 shares; 2026Q2: 2,897 shares 2,897 $1.45M 0.62% +179 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,601 shares; 2024Q4: 22,013 shares; 2025Q1: 21,809 shares; 2025Q2: 26,288 shares; 2025Q3: 23,970 shares; 2025Q4: 23,864 shares; 2026Q1: 23,411 shares; 2026Q2: 30,213 shares 30,213 $1.39M 0.59% +6,802 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: 5,060 shares; 2025Q2: 8,955 shares; 2025Q3: 8,728 shares; 2025Q4: 8,974 shares; 2026Q1: 9,217 shares; 2026Q2: 9,954 shares 9,954 $1.37M 0.58% +737 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,330 shares; 2025Q2: 18,150 shares; 2025Q3: 20,946 shares; 2025Q4: 22,253 shares; 2026Q1: 20,186 shares; 2026Q2: 19,897 shares 19,897 $1.35M 0.58% -289 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,156 shares; 2024Q4: 15,376 shares; 2025Q1: 21,295 shares; 2025Q2: 21,109 shares; 2025Q3: 21,487 shares; 2025Q4: 20,361 shares; 2026Q1: 19,946 shares; 2026Q2: 19,859 shares 19,859 $1.34M 0.57% -87 Timeline VYMI 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: 14,174 shares; 2024Q4: 14,334 shares; 2025Q1: 13,917 shares; 2025Q2: 12,707 shares; 2025Q3: 12,756 shares; 2025Q4: 12,854 shares; 2026Q1: 12,940 shares; 2026Q2: 13,070 shares 13,070 $1.28M 0.55% +130 Timeline IVE 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: 1,620 shares; 2025Q2: 4,076 shares; 2025Q3: 4,256 shares; 2025Q4: 5,777 shares; 2026Q1: 5,903 shares; 2026Q2: 5,608 shares 5,608 $1.27M 0.54% -295 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,973 shares; 2025Q2: 14,748 shares; 2025Q3: 14,230 shares; 2025Q4: 14,228 shares; 2026Q1: 14,444 shares; 2026Q2: 14,220 shares 14,220 $1.22M 0.52% -224 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 18,628 shares; 2025Q2: 23,024 shares; 2025Q3: 26,997 shares; 2025Q4: 30,259 shares; 2026Q1: 31,532 shares; 2026Q2: 31,082 shares 31,082 $1.21M 0.52% -450 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,533 shares; 2026Q2: 12,168 shares 12,168 $1.21M 0.51% -20,365 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,297 shares; 2024Q4: 20,415 shares; 2025Q1: 19,627 shares; 2025Q2: 19,293 shares; 2025Q3: 17,044 shares; 2025Q4: 16,308 shares; 2026Q1: 14,354 shares; 2026Q2: 16,379 shares 16,379 $1.2M 0.51% +2,025 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: 23,846 shares; 2024Q4: 26,513 shares; 2025Q1: 21,871 shares; 2025Q2: 17,807 shares; 2025Q3: 17,605 shares; 2025Q4: 8,769 shares; 2026Q1: 8,597 shares; 2026Q2: 9,553 shares 9,553 $1.19M 0.51% +956 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,776 shares; 2025Q1: 1,792 shares; 2025Q2: 1,905 shares; 2025Q3: 1,869 shares; 2025Q4: 1,840 shares; 2026Q1: 2,013 shares; 2026Q2: 2,033 shares 2,033 $1.15M 0.49% +20 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,537 shares; 2024Q4: 17,476 shares; 2025Q1: 19,310 shares; 2025Q2: 14,728 shares; 2025Q3: 14,687 shares; 2025Q4: 13,976 shares; 2026Q1: 13,845 shares; 2026Q2: 13,893 shares 13,893 $1.13M 0.48% +48 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: 1,537 shares; 2024Q4: 1,530 shares; 2025Q1: 1,514 shares; 2025Q2: 1,429 shares; 2025Q3: 1,501 shares; 2025Q4: 2,083 shares; 2026Q1: 1,472 shares; 2026Q2: 1,483 shares 1,483 $1.11M 0.47% +11 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,791 shares; 2024Q4: 12,009 shares; 2025Q1: 11,647 shares; 2025Q2: 19,892 shares; 2025Q3: 19,188 shares; 2025Q4: 18,802 shares; 2026Q1: 18,462 shares; 2026Q2: 18,212 shares 18,212 $1.07M 0.45% -250 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 315 shares; 2026Q1: 340 shares; 2026Q2: 3,502 shares 3,502 $1.06M 0.45% +3,162 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: 677 shares; 2024Q4: 703 shares; 2025Q1: 634 shares; 2025Q2: 700 shares; 2025Q3: 695 shares; 2025Q4: 761 shares; 2026Q1: 814 shares; 2026Q2: 1,128 shares 1,128 $1.06M 0.45% +314 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: 1,123 shares; 2024Q4: 1,203 shares; 2025Q1: 1,541 shares; 2025Q2: 1,875 shares; 2025Q3: 2,021 shares; 2025Q4: 1,958 shares; 2026Q1: 2,256 shares; 2026Q2: 2,465 shares 2,465 $1.04M 0.44% +209 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,758 shares; 2026Q1: 15,992 shares; 2026Q2: 25,826 shares 25,826 $1.04M 0.44% +9,834 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 25,871 shares; 2026Q2: 27,355 shares 27,355 $1M 0.43% +1,484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,291 shares; 2026Q2: 9,171 shares 9,171 $982K 0.42% -1,120 Timeline ACWX 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: 10,142 shares; 2026Q2: 12,751 shares 12,751 $971K 0.41% +2,609 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,221 shares; 2025Q1: 1,429 shares; 2025Q2: 1,334 shares; 2025Q3: 2,684 shares; 2025Q4: 2,729 shares; 2026Q1: 2,682 shares; 2026Q2: 2,527 shares 2,527 $931K 0.4% -155 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,851 shares; 2024Q4: 46,912 shares; 2025Q1: 15,824 shares; 2025Q2: 17,690 shares; 2025Q3: 17,025 shares; 2025Q4: 16,731 shares; 2026Q1: 16,610 shares; 2026Q2: 15,946 shares 15,946 $861K 0.37% -664 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 1,094 shares; 2026Q2: 1,447 shares 1,447 $841K 0.36% +353 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,199 shares; 2024Q4: 8,429 shares; 2025Q1: 8,393 shares; 2025Q2: 8,650 shares; 2025Q3: 9,134 shares; 2025Q4: 9,231 shares; 2026Q1: 9,176 shares; 2026Q2: 9,417 shares 9,417 $840K 0.36% +241 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,648 shares; 2024Q4: 16,597 shares; 2025Q1: 16,655 shares; 2025Q2: 16,724 shares; 2025Q3: 16,784 shares; 2025Q4: 16,856 shares; 2026Q1: 16,921 shares; 2026Q2: 16,987 shares 16,987 $832K 0.35% +66 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,182 shares; 2025Q1: 3,280 shares; 2025Q2: 3,455 shares; 2025Q3: 3,813 shares; 2025Q4: 4,427 shares; 2026Q1: 2,968 shares; 2026Q2: 3,021 shares 3,021 $810K 0.35% +53 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: 3,220 shares; 2024Q4: 6,970 shares; 2025Q1: 8,764 shares; 2025Q2: 8,971 shares; 2025Q3: 9,266 shares; 2025Q4: 5,672 shares; 2026Q1: 5,303 shares; 2026Q2: 5,923 shares 5,923 $802K 0.34% +620 Timeline BBHY 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: 68,664 shares; 2024Q4: 58,069 shares; 2025Q1: 55,889 shares; 2025Q2: 25,480 shares; 2025Q3: 26,740 shares; 2025Q4: 28,235 shares; 2026Q1: 16,151 shares; 2026Q2: 17,142 shares 17,142 $790K 0.34% +991 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 14,712 shares; 2025Q4: 16,403 shares; 2026Q1: 16,833 shares; 2026Q2: 14,462 shares 14,462 $762K 0.32% -2,371 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.32% 0 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: 47,247 shares; 2024Q4: 1,599 shares; 2025Q1: 15,994 shares; 2025Q2: 1,880 shares; 2025Q3: 1,952 shares; 2025Q4: 2,025 shares; 2026Q1: 14,564 shares; 2026Q2: 2,171 shares 2,171 $711K 0.3% -12,393 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 573 shares; 2025Q4: 525 shares; 2026Q1: 800 shares; 2026Q2: 885 shares 885 $675K 0.29% +85 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,704 shares; 2025Q3: 2,697 shares; 2025Q4: 4,241 shares; 2026Q1: 4,598 shares; 2026Q2: 4,067 shares 4,067 $657K 0.28% -531 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,085 shares; 2025Q1: 16,087 shares; 2025Q2: 15,486 shares; 2025Q3: 14,034 shares; 2025Q4: 13,637 shares; 2026Q1: 14,205 shares; 2026Q2: 11,438 shares 11,438 $612K 0.26% -2,767 Timeline BBAG 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: 26,063 shares; 2024Q4: 17,993 shares; 2025Q1: 17,030 shares; 2025Q2: 16,312 shares; 2025Q3: 15,326 shares; 2025Q4: 15,309 shares; 2026Q1: 17,738 shares; 2026Q2: 13,182 shares 13,182 $606K 0.26% -4,556 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,724 shares; 2024Q4: 3,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,540 shares; 2026Q2: 5,188 shares 5,188 $605K 0.26% +2,648 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: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 527 shares; 2026Q1: 478 shares; 2026Q2: 540 shares 540 $575K 0.24% +62 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: 1,107 shares; 2024Q4: 1,110 shares; 2025Q1: 979 shares; 2025Q2: 688 shares; 2025Q3: 668 shares; 2025Q4: 724 shares; 2026Q1: 726 shares; 2026Q2: 728 shares 728 $544K 0.23% +2 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,658 shares; 2025Q1: 3,286 shares; 2025Q2: 2,229 shares; 2025Q3: 2,218 shares; 2025Q4: 2,223 shares; 2026Q1: 2,169 shares; 2026Q2: 2,241 shares 2,241 $530K 0.23% +72 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: 568 shares; 2024Q4: 2,669 shares; 2025Q1: 2,790 shares; 2025Q2: 2,821 shares; 2025Q3: 2,958 shares; 2025Q4: 2,916 shares; 2026Q1: 3,103 shares; 2026Q2: 3,186 shares 3,186 $528K 0.22% +83 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: 738 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 710 shares; 2026Q1: 736 shares; 2026Q2: 711 shares 711 $524K 0.22% -25 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: 1,770 shares; 2024Q4: 1,960 shares; 2025Q1: 1,990 shares; 2025Q2: 2,003 shares; 2025Q3: 2,147 shares; 2025Q4: 2,190 shares; 2026Q1: 2,288 shares; 2026Q2: 2,059 shares 2,059 $518K 0.22% -229 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,083 shares; 2026Q2: 10,003 shares 10,003 $504K 0.21% +920 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 1,347 shares; 2026Q1: 1,807 shares; 2026Q2: 3,043 shares 3,043 $502K 0.21% +1,236 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,711 shares; 2026Q2: 1,894 shares 1,894 $482K 0.21% -817 Timeline JPIN 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: 6,750 shares; 2024Q4: 7,555 shares; 2025Q1: 6,704 shares; 2025Q2: 8,533 shares; 2025Q3: 7,854 shares; 2025Q4: 7,867 shares; 2026Q1: 6,650 shares; 2026Q2: 6,546 shares 6,546 $473K 0.2% -104 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: 3,371 shares 3,371 $471K 0.2% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,508 shares; 2025Q1: 1,613 shares; 2025Q2: 1,510 shares; 2025Q3: 1,513 shares; 2025Q4: 1,650 shares; 2026Q1: 1,628 shares; 2026Q2: 1,961 shares 1,961 $469K 0.2% +333 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 7,317 shares; 2025Q1: 4,352 shares; 2025Q2: 3,816 shares; 2025Q3: 3,734 shares; 2025Q4: 3,720 shares; 2026Q1: 3,638 shares; 2026Q2: 3,629 shares 3,629 $462K 0.2% -9 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 13,239 shares; 2025Q3: 13,643 shares; 2025Q4: 14,326 shares; 2026Q1: 14,852 shares; 2026Q2: 10,656 shares 10,656 $459K 0.2% -4,196 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG 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: 7,196 shares; 2025Q4: 8,155 shares; 2026Q1: 8,130 shares; 2026Q2: 8,030 shares 8,030 $442K 0.19% -100 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; 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: 1,391 shares; 2026Q2: 951 shares 951 $437K 0.19% -440 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: 851 shares; 2024Q4: 1,743 shares; 2025Q1: 1,504 shares; 2025Q2: 1,564 shares; 2025Q3: 1,456 shares; 2025Q4: 1,481 shares; 2026Q1: 1,568 shares; 2026Q2: 1,568 shares 1,568 $424K 0.18% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 440 shares; 2025Q1: 594 shares; 2025Q2: 658 shares; 2025Q3: 600 shares; 2025Q4: 612 shares; 2026Q1: 633 shares; 2026Q2: 834 shares 834 $418K 0.18% +201 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: 3,609 shares; 2025Q4: 4,176 shares; 2026Q1: 5,373 shares; 2026Q2: 6,970 shares 6,970 $416K 0.18% +1,597 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,199 shares; 2024Q4: 5,576 shares; 2025Q1: 6,176 shares; 2025Q2: 6,480 shares; 2025Q3: 6,302 shares; 2025Q4: 6,202 shares; 2026Q1: 6,192 shares; 2026Q2: 5,677 shares 5,677 $410K 0.17% -515 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: 901 shares; 2026Q1: not reported; 2026Q2: 339 shares 339 $392K 0.17% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 942 shares; 2026Q2: 1,038 shares 1,038 $388K 0.17% +96 Timeline JGLO 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: 143,346 shares; 2024Q4: 147,925 shares; 2025Q1: 23,720 shares; 2025Q2: 6,436 shares; 2025Q3: 5,987 shares; 2025Q4: 6,014 shares; 2026Q1: 5,321 shares; 2026Q2: 5,293 shares 5,293 $377K 0.16% -28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $375K 0.16% new Timeline FEOE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,964 shares 6,964 $372K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,196 shares; 2026Q1: 1,454 shares; 2026Q2: 1,453 shares 1,453 $369K 0.16% -1 Timeline ACYN 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: 17,608 shares 17,608 $366K 0.16% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 2,602 shares 2,602 $356K 0.15% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 334 shares; 2025Q1: 332 shares; 2025Q2: 324 shares; 2025Q3: 338 shares; 2025Q4: 3,439 shares; 2026Q1: 5,056 shares; 2026Q2: 4,923 shares 4,923 $352K 0.15% -133 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,346 shares 10,346 $347K 0.15% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 2,902 shares; 2026Q2: 2,178 shares 2,178 $341K 0.15% -724 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: 1,759 shares; 2024Q4: 1,889 shares; 2025Q1: 1,859 shares; 2025Q2: 1,951 shares; 2025Q3: 1,973 shares; 2025Q4: 2,030 shares; 2026Q1: 2,240 shares; 2026Q2: 2,263 shares 2,263 $332K 0.14% +23 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: not reported; 2024Q4: 1,744 shares; 2025Q1: 1,931 shares; 2025Q2: 1,919 shares; 2025Q3: 1,877 shares; 2025Q4: 1,926 shares; 2026Q1: 1,907 shares; 2026Q2: 2,238 shares 2,238 $320K 0.14% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,653 shares; 2025Q3: 13,898 shares; 2025Q4: 13,237 shares; 2026Q1: 13,156 shares; 2026Q2: 13,373 shares 13,373 $309K 0.13% +217 Timeline VHT 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: 1,005 shares; 2024Q4: 1,011 shares; 2025Q1: 1,013 shares; 2025Q2: 1,016 shares; 2025Q3: 1,019 shares; 2025Q4: 1,023 shares; 2026Q1: 1,024 shares; 2026Q2: 1,027 shares 1,027 $307K 0.13% +3 Timeline JEMA 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: 137,573 shares; 2024Q4: 144,305 shares; 2025Q1: 16,539 shares; 2025Q2: 5,059 shares; 2025Q3: 4,854 shares; 2025Q4: 4,868 shares; 2026Q1: 4,782 shares; 2026Q2: 4,701 shares 4,701 $300K 0.13% -81 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: not reported; 2025Q4: 792 shares; 2026Q1: 829 shares; 2026Q2: 844 shares 844 $298K 0.13% +15 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: not reported; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: 885 shares; 2025Q4: 891 shares; 2026Q1: 896 shares; 2026Q2: 918 shares 918 $292K 0.12% +22 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 1,287 shares 1,287 $284K 0.12% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $282K 0.12% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 403 shares 403 $277K 0.12% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,311 shares; 2026Q2: 4,860 shares 4,860 $277K 0.12% +549 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,514 shares 2,514 $271K 0.12% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,929 shares; 2025Q1: 1,468 shares; 2025Q2: 1,384 shares; 2025Q3: 1,493 shares; 2025Q4: 1,537 shares; 2026Q1: 1,547 shares; 2026Q2: 1,516 shares 1,516 $266K 0.11% -31 Timeline MARM 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares; 2026Q2: 7,650 shares 7,650 $261K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares; 2026Q2: 1,750 shares 1,750 $257K 0.11% +118 Timeline DFEB 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: 5,077 shares; 2024Q4: 5,077 shares; 2025Q1: 5,077 shares; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 5,077 shares; 2026Q1: 5,077 shares; 2026Q2: 5,077 shares 5,077 $256K 0.11% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,191 shares; 2025Q4: not reported; 2026Q1: 1,343 shares; 2026Q2: 1,403 shares 1,403 $252K 0.11% +60 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: 1,167 shares; 2025Q2: 1,412 shares; 2025Q3: 703 shares; 2025Q4: 686 shares; 2026Q1: 584 shares; 2026Q2: 585 shares 585 $249K 0.11% +1 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,327 shares; 2024Q4: 25,522 shares; 2025Q1: 25,157 shares; 2025Q2: 25,432 shares; 2025Q3: 26,602 shares; 2025Q4: 25,934 shares; 2026Q1: 25,934 shares; 2026Q2: 26,274 shares 26,274 $245K 0.1% +340 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,904 shares; 2024Q4: 5,341 shares; 2025Q1: 4,559 shares; 2025Q2: 4,129 shares; 2025Q3: 3,952 shares; 2025Q4: 3,965 shares; 2026Q1: 4,387 shares; 2026Q2: 3,892 shares 3,892 $244K 0.1% -495 Timeline BUFD 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: 9,121 shares; 2026Q1: not reported; 2026Q2: 8,126 shares 8,126 $242K 0.1% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,062 shares; 2024Q4: 36,775 shares; 2025Q1: 35,727 shares; 2025Q2: 67,928 shares; 2025Q3: 71,620 shares; 2025Q4: 74,436 shares; 2026Q1: 2,289 shares; 2026Q2: 2,381 shares 2,381 $236K 0.1% +92 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: 460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 1,095 shares; 2025Q4: 1,165 shares; 2026Q1: 1,161 shares; 2026Q2: 544 shares 544 $226K 0.1% -617 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,987 shares; 2024Q4: 20,363 shares; 2025Q1: 21,070 shares; 2025Q2: 11,481 shares; 2025Q3: 10,179 shares; 2025Q4: 7,756 shares; 2026Q1: 6,141 shares; 2026Q2: 3,337 shares 3,337 $225K 0.1% -2,804 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: 2,219 shares 2,219 $223K 0.09% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184 shares 184 $217K 0.09% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $209K 0.09% new 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: 103 shares 103 $205K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 6,266 shares; 2025Q4: 6,871 shares; 2026Q1: 6,971 shares; 2026Q2: 6,058 shares 6,058 $202K 0.09% -913 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,279 shares; 2025Q3: 7,965 shares; 2025Q4: 6,771 shares; 2026Q1: 3,774 shares; 2026Q2: 4,044 shares 4,044 $197K 0.08% +270 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,108 shares; 2026Q1: 10,438 shares; 2026Q2: 10,798 shares 10,798 $118K 0.05% +360 Timeline HIT HEALTH IN TECH INC More: the full row for HEALTH IN TECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $12.1K 0.01% new Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,951 shares; 2025Q1: 10,951 shares; 2025Q2: 10,951 shares; 2025Q3: 10,951 shares; 2025Q4: 10,951 shares; 2026Q1: 10,951 shares; 2026Q2: 10,951 shares 10,951 $11.9K 0.01% 0 Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR 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: 27,000 shares; 2026Q2: 10,000 shares 10,000 $2.62K <0.01% -17,000 Timeline