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: 501,642 shares; 2024Q4: 611,106 shares; 2025Q1: 754,019 shares; 2025Q2: 650,245 shares; 2025Q3: 670,519 shares; 2025Q4: 720,637 shares; 2026Q1: 759,045 shares; 2026Q2: 758,657 shares 758,657 $281M 18.78% -388 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: 1,237,825 shares; 2024Q4: 980,244 shares; 2025Q1: 1,060,174 shares; 2025Q2: 908,809 shares; 2025Q3: 894,844 shares; 2025Q4: 905,147 shares; 2026Q1: 944,513 shares; 2026Q2: 876,954 shares 876,954 $77.1M 5.15% -67,559 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999,917 shares; 2024Q4: 1,025,936 shares; 2025Q1: 1,111,862 shares; 2025Q2: 1,061,276 shares; 2025Q3: 1,134,706 shares; 2025Q4: 1,208,835 shares; 2026Q1: 1,210,409 shares; 2026Q2: 1,307,184 shares 1,307,184 $66.1M 4.42% +96,775 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887,605 shares; 2024Q4: 964,963 shares; 2025Q1: 1,082,614 shares; 2025Q2: 1,029,052 shares; 2025Q3: 1,103,699 shares; 2025Q4: 1,157,721 shares; 2026Q1: 1,159,813 shares; 2026Q2: 1,272,405 shares 1,272,405 $64.3M 4.3% +112,592 Timeline SPYV 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: 1,580,092 shares; 2024Q4: 1,552,616 shares; 2025Q1: 1,900,110 shares; 2025Q2: 1,372,477 shares; 2025Q3: 1,401,339 shares; 2025Q4: 1,523,011 shares; 2026Q1: 988,476 shares; 2026Q2: 977,108 shares 977,108 $59.4M 3.97% -11,368 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313,637 shares; 2024Q4: 2,055,356 shares; 2025Q1: 2,282,866 shares; 2025Q2: 1,735,980 shares; 2025Q3: 1,804,326 shares; 2025Q4: 2,108,406 shares; 2026Q1: 2,110,566 shares; 2026Q2: 2,205,265 shares 2,205,265 $56.3M 3.76% +94,699 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925,498 shares; 2024Q4: 1,203,751 shares; 2025Q1: 1,325,007 shares; 2025Q2: 1,240,838 shares; 2025Q3: 1,292,543 shares; 2025Q4: 1,326,814 shares; 2026Q1: 1,323,626 shares; 2026Q2: 1,399,265 shares 1,399,265 $51.5M 3.45% +75,639 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,680 shares; 2024Q4: 470,599 shares; 2025Q1: 528,114 shares; 2025Q2: 491,534 shares; 2025Q3: 515,084 shares; 2025Q4: 537,175 shares; 2026Q1: 541,563 shares; 2026Q2: 556,568 shares 556,568 $47.6M 3.18% +15,005 Timeline SPTM 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: 400,416 shares; 2024Q4: 406,042 shares; 2025Q1: 473,142 shares; 2025Q2: 405,132 shares; 2025Q3: 413,575 shares; 2025Q4: 444,914 shares; 2026Q1: 456,136 shares; 2026Q2: 472,621 shares 472,621 $42.9M 2.87% +16,485 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: 267,838 shares; 2024Q4: 366,039 shares; 2025Q1: 405,785 shares; 2025Q2: 413,539 shares; 2025Q3: 449,260 shares; 2025Q4: 475,245 shares; 2026Q1: 484,880 shares; 2026Q2: 547,549 shares 547,549 $40.2M 2.69% +62,669 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,550 shares; 2025Q1: 9,550 shares; 2025Q2: 9,590 shares; 2025Q3: 9,614 shares; 2025Q4: 9,650 shares; 2026Q1: 390,672 shares; 2026Q2: 406,520 shares 406,520 $37.1M 2.48% +15,848 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: 175,692 shares; 2024Q4: 230,386 shares; 2025Q1: 298,028 shares; 2025Q2: 290,437 shares; 2025Q3: 298,783 shares; 2025Q4: 306,475 shares; 2026Q1: 285,372 shares; 2026Q2: 293,796 shares 293,796 $36.7M 2.45% +8,424 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,709 shares; 2024Q4: 320,534 shares; 2025Q1: 353,903 shares; 2025Q2: 322,805 shares; 2025Q3: 306,355 shares; 2025Q4: 309,473 shares; 2026Q1: 296,722 shares; 2026Q2: 267,584 shares 267,584 $31.4M 2.1% -29,138 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,369 shares; 2024Q4: 662,340 shares; 2025Q1: 765,959 shares; 2025Q2: 494,549 shares; 2025Q3: 497,612 shares; 2025Q4: 606,636 shares; 2026Q1: 605,577 shares; 2026Q2: 598,000 shares 598,000 $30.1M 2.02% -7,577 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,905 shares; 2024Q4: 618,349 shares; 2025Q1: 637,671 shares; 2025Q2: 591,946 shares; 2025Q3: 595,041 shares; 2025Q4: 607,176 shares; 2026Q1: 600,399 shares; 2026Q2: 600,995 shares 600,995 $26.7M 1.78% +596 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: 18,153 shares; 2024Q4: 20,552 shares; 2025Q1: 24,473 shares; 2025Q2: 23,822 shares; 2025Q3: 25,303 shares; 2025Q4: 27,892 shares; 2026Q1: 29,690 shares; 2026Q2: 31,862 shares 31,862 $21.9M 1.46% +2,172 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: 67,663 shares; 2024Q4: 67,046 shares; 2025Q1: 89,036 shares; 2025Q2: 54,502 shares; 2025Q3: 53,671 shares; 2025Q4: 69,291 shares; 2026Q1: 67,637 shares; 2026Q2: 73,976 shares 73,976 $21.4M 1.43% +6,339 Timeline VXF 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: 65,076 shares; 2024Q4: 66,011 shares; 2025Q1: 84,728 shares; 2025Q2: 72,439 shares; 2025Q3: 75,311 shares; 2025Q4: 79,917 shares; 2026Q1: 84,225 shares; 2026Q2: 84,163 shares 84,163 $20.7M 1.39% -62 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: 39,495 shares; 2024Q4: 39,514 shares; 2025Q1: 45,120 shares; 2025Q2: 40,510 shares; 2025Q3: 40,045 shares; 2025Q4: 39,941 shares; 2026Q1: 40,315 shares; 2026Q2: 39,712 shares 39,712 $19.9M 1.33% -603 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,052 shares; 2024Q4: 390,138 shares; 2025Q1: 449,585 shares; 2025Q2: 302,356 shares; 2025Q3: 296,056 shares; 2025Q4: 364,939 shares; 2026Q1: 367,377 shares; 2026Q2: 358,906 shares 358,906 $18.6M 1.24% -8,471 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 100 shares; 2025Q3: 26,218 shares; 2025Q4: 174,154 shares; 2026Q1: 339,094 shares; 2026Q2: 343,427 shares 343,427 $16.3M 1.09% +4,333 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: 87,720 shares; 2024Q4: 86,526 shares; 2025Q1: 93,739 shares; 2025Q2: 78,245 shares; 2025Q3: 78,576 shares; 2025Q4: 88,689 shares; 2026Q1: 92,306 shares; 2026Q2: 95,468 shares 95,468 $14M 0.94% +3,162 Timeline VSS 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: 77,088 shares; 2024Q4: 83,490 shares; 2025Q1: 99,508 shares; 2025Q2: 79,150 shares; 2025Q3: 81,478 shares; 2025Q4: 85,740 shares; 2026Q1: 85,655 shares; 2026Q2: 89,587 shares 89,587 $13.8M 0.92% +3,932 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 21,000 shares; 2025Q4: 139,310 shares; 2026Q1: 138,476 shares; 2026Q2: 143,330 shares 143,330 $13.2M 0.88% +4,854 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: 25,689 shares; 2024Q4: 25,415 shares; 2025Q1: 30,352 shares; 2025Q2: 24,593 shares; 2025Q3: 24,719 shares; 2025Q4: 24,317 shares; 2026Q1: 23,775 shares; 2026Q2: 140,879 shares 140,879 $12.1M 0.81% +117,104 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,408 shares; 2024Q4: 57,759 shares; 2025Q1: 120,006 shares; 2025Q2: 11,279 shares; 2025Q3: 14,482 shares; 2025Q4: 99,184 shares; 2026Q1: 86,740 shares; 2026Q2: 89,828 shares 89,828 $12M 0.8% +3,088 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,042 shares; 2024Q4: 154,246 shares; 2025Q1: 179,345 shares; 2025Q2: 115,463 shares; 2025Q3: 117,090 shares; 2025Q4: 139,344 shares; 2026Q1: 135,365 shares; 2026Q2: 144,126 shares 144,126 $11M 0.74% +8,761 Timeline SLYV 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: 106,971 shares; 2024Q4: 104,003 shares; 2025Q1: 162,095 shares; 2025Q2: 57,839 shares; 2025Q3: 55,079 shares; 2025Q4: 106,587 shares; 2026Q1: 104,203 shares; 2026Q2: 99,101 shares 99,101 $10.8M 0.72% -5,102 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: not reported; 2024Q4: 221,370 shares; 2025Q1: 467,100 shares; 2025Q2: 58,177 shares; 2025Q3: 107,397 shares; 2025Q4: 634,931 shares; 2026Q1: 320,920 shares; 2026Q2: 318,535 shares 318,535 $10.8M 0.72% -2,385 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,719 shares; 2024Q4: 96,225 shares; 2025Q1: 195,077 shares; 2025Q2: 22,020 shares; 2025Q3: 27,178 shares; 2025Q4: 152,180 shares; 2026Q1: 125,922 shares; 2026Q2: 129,308 shares 129,308 $10.5M 0.7% +3,386 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 220,395 shares; 2026Q2: 225,342 shares 225,342 $9.88M 0.66% +4,947 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,480 shares; 2024Q4: 330,232 shares; 2025Q1: 342,048 shares; 2025Q2: 203,448 shares; 2025Q3: 191,596 shares; 2025Q4: 237,691 shares; 2026Q1: 228,502 shares; 2026Q2: 223,623 shares 223,623 $9.79M 0.65% -4,879 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: not reported; 2024Q4: not reported; 2025Q1: 6,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,871 shares; 2026Q1: 188,897 shares; 2026Q2: 172,933 shares 172,933 $7.96M 0.53% -15,964 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,428 shares; 2024Q4: 23,284 shares; 2025Q1: 48,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,396 shares; 2026Q1: 23,768 shares; 2026Q2: 22,382 shares 22,382 $7.7M 0.51% -1,386 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,984 shares; 2026Q2: 143,278 shares 143,278 $7.3M 0.49% -706 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: 135,421 shares; 2024Q4: 154,718 shares; 2025Q1: 342,893 shares; 2025Q2: 33,726 shares; 2025Q3: 44,226 shares; 2025Q4: 259,871 shares; 2026Q1: 187,582 shares; 2026Q2: 149,815 shares 149,815 $7.03M 0.47% -37,767 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,820 shares; 2024Q4: 118,209 shares; 2025Q1: 130,584 shares; 2025Q2: 83,731 shares; 2025Q3: 79,067 shares; 2025Q4: 101,034 shares; 2026Q1: 99,982 shares; 2026Q2: 89,770 shares 89,770 $6.67M 0.45% -10,212 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,662 shares; 2024Q4: 29,092 shares; 2025Q1: 35,641 shares; 2025Q2: 30,558 shares; 2025Q3: 29,991 shares; 2025Q4: 29,476 shares; 2026Q1: 29,381 shares; 2026Q2: 30,590 shares 30,590 $6.67M 0.45% +1,209 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: 277,463 shares; 2024Q4: 204,629 shares; 2025Q1: 167,825 shares; 2025Q2: 145,243 shares; 2025Q3: 137,847 shares; 2025Q4: 133,699 shares; 2026Q1: 124,646 shares; 2026Q2: 120,406 shares 120,406 $6.5M 0.44% -4,240 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,044 shares; 2024Q4: 39,995 shares; 2025Q1: 39,448 shares; 2025Q2: 38,337 shares; 2025Q3: 38,008 shares; 2025Q4: 39,948 shares; 2026Q1: 39,075 shares; 2026Q2: 38,566 shares 38,566 $6.38M 0.43% -509 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,271 shares; 2024Q4: 7,022 shares; 2025Q1: 7,757 shares; 2025Q2: 6,617 shares; 2025Q3: 6,515 shares; 2025Q4: 6,425 shares; 2026Q1: 6,401 shares; 2026Q2: 52,766 shares 52,766 $6.31M 0.42% +46,365 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: 24,440 shares; 2024Q4: 24,323 shares; 2025Q1: 29,654 shares; 2025Q2: 22,192 shares; 2025Q3: 21,761 shares; 2025Q4: 26,372 shares; 2026Q1: 25,445 shares; 2026Q2: 25,344 shares 25,344 $6.04M 0.4% -101 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,862 shares; 2024Q4: 481,596 shares; 2025Q1: 882,284 shares; 2025Q2: 126,346 shares; 2025Q3: 126,993 shares; 2025Q4: 653,002 shares; 2026Q1: 544,162 shares; 2026Q2: 544,615 shares 544,615 $5.88M 0.39% +453 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 3,079 shares; 2025Q1: 5,150 shares; 2025Q2: 4,125 shares; 2025Q3: 4,542 shares; 2025Q4: 6,186 shares; 2026Q1: 26,502 shares; 2026Q2: 29,643 shares 29,643 $5.68M 0.38% +3,141 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,983 shares; 2024Q4: 72,112 shares; 2025Q1: 103,970 shares; 2025Q2: 80,800 shares; 2025Q3: 87,221 shares; 2025Q4: 85,046 shares; 2026Q1: 88,570 shares; 2026Q2: 99,777 shares 99,777 $5.64M 0.38% +11,207 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,360 shares; 2024Q4: 38,019 shares; 2025Q1: 40,161 shares; 2025Q2: 35,135 shares; 2025Q3: 34,533 shares; 2025Q4: 38,346 shares; 2026Q1: 42,408 shares; 2026Q2: 42,320 shares 42,320 $4.94M 0.33% -88 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: 17,430 shares; 2024Q4: 17,309 shares; 2025Q1: 17,822 shares; 2025Q2: 17,395 shares; 2025Q3: 17,370 shares; 2025Q4: 17,371 shares; 2026Q1: 17,666 shares; 2026Q2: 17,203 shares 17,203 $4.84M 0.32% -463 Timeline SPSB 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: 140,392 shares; 2024Q4: 141,501 shares; 2025Q1: 252,840 shares; 2025Q2: 7,618 shares; 2025Q3: 7,294 shares; 2025Q4: 151,271 shares; 2026Q1: 150,512 shares; 2026Q2: 158,062 shares 158,062 $4.74M 0.32% +7,550 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: 5,894 shares; 2024Q4: 5,958 shares; 2025Q1: 8,535 shares; 2025Q2: 6,185 shares; 2025Q3: 6,435 shares; 2025Q4: 6,391 shares; 2026Q1: 6,225 shares; 2026Q2: 6,249 shares 6,249 $4.6M 0.31% +24 Timeline IBND 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: 129,526 shares; 2024Q4: 135,864 shares; 2025Q1: 241,798 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,201 shares; 2026Q1: 136,901 shares; 2026Q2: 143,210 shares 143,210 $4.47M 0.3% +6,309 Timeline TDIV 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: 9,845 shares; 2024Q4: 9,565 shares; 2025Q1: 17,239 shares; 2025Q2: 428 shares; 2025Q3: 380 shares; 2025Q4: 5,415 shares; 2026Q1: 37,038 shares; 2026Q2: 37,572 shares 37,572 $4.32M 0.29% +534 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: 25,759 shares; 2024Q4: 25,727 shares; 2025Q1: 25,766 shares; 2025Q2: 25,956 shares; 2025Q3: 26,947 shares; 2025Q4: 26,072 shares; 2026Q1: 25,925 shares; 2026Q2: 24,859 shares 24,859 $4.08M 0.27% -1,066 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,069 shares; 2024Q4: 34,872 shares; 2025Q1: 46,307 shares; 2025Q2: 26,383 shares; 2025Q3: 26,300 shares; 2025Q4: 37,488 shares; 2026Q1: 34,271 shares; 2026Q2: 34,210 shares 34,210 $4.07M 0.27% -61 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,931 shares; 2025Q3: 49,785 shares; 2025Q4: 124,460 shares; 2026Q1: 229,958 shares; 2026Q2: 373,821 shares 373,821 $3.96M 0.27% +143,863 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: 11,183 shares; 2024Q4: 11,612 shares; 2025Q1: 12,933 shares; 2025Q2: 12,473 shares; 2025Q3: 12,703 shares; 2025Q4: 12,449 shares; 2026Q1: 12,741 shares; 2026Q2: 12,862 shares 12,862 $3.9M 0.26% +121 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,927 shares; 2024Q4: 49,152 shares; 2025Q1: 49,563 shares; 2025Q2: 49,759 shares; 2025Q3: 52,672 shares; 2025Q4: 49,754 shares; 2026Q1: 52,762 shares; 2026Q2: 52,463 shares 52,463 $3.74M 0.25% -299 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: 26,132 shares; 2024Q4: 26,836 shares; 2025Q1: 33,187 shares; 2025Q2: 26,839 shares; 2025Q3: 27,475 shares; 2025Q4: 25,841 shares; 2026Q1: 25,618 shares; 2026Q2: 18,292 shares 18,292 $3.66M 0.24% -7,326 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,281 shares; 2026Q2: 31,849 shares 31,849 $3.55M 0.24% +568 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,462 shares; 2024Q4: 26,996 shares; 2025Q1: 27,303 shares; 2025Q2: 27,186 shares; 2025Q3: 29,305 shares; 2025Q4: 30,116 shares; 2026Q1: 30,390 shares; 2026Q2: 62,381 shares 62,381 $3.5M 0.23% +31,991 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: 7,544 shares; 2024Q4: 7,118 shares; 2025Q1: 9,045 shares; 2025Q2: 6,607 shares; 2025Q3: 6,364 shares; 2025Q4: 7,602 shares; 2026Q1: 8,425 shares; 2026Q2: 9,373 shares 9,373 $3.5M 0.23% +948 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: 8,811 shares; 2024Q4: 8,410 shares; 2025Q1: 8,539 shares; 2025Q2: 9,255 shares; 2025Q3: 9,172 shares; 2025Q4: 9,315 shares; 2026Q1: 9,284 shares; 2026Q2: 9,356 shares 9,356 $3.06M 0.2% +72 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: 18,254 shares; 2024Q4: 22,097 shares; 2025Q1: 27,373 shares; 2025Q2: 24,277 shares; 2025Q3: 25,126 shares; 2025Q4: 25,115 shares; 2026Q1: 24,897 shares; 2026Q2: 25,058 shares 25,058 $2.92M 0.2% +161 Timeline MGK 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: 6,142 shares; 2024Q4: 6,653 shares; 2025Q1: 6,699 shares; 2025Q2: 6,512 shares; 2025Q3: 6,786 shares; 2025Q4: 6,123 shares; 2026Q1: 6,596 shares; 2026Q2: 32,504 shares 32,504 $2.86M 0.19% +25,908 Timeline VCR 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: 8,825 shares; 2024Q4: 8,249 shares; 2025Q1: 9,990 shares; 2025Q2: 7,872 shares; 2025Q3: 7,872 shares; 2025Q4: 7,652 shares; 2026Q1: 7,526 shares; 2026Q2: 7,154 shares 7,154 $2.84M 0.19% -372 Timeline VDC 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: 10,543 shares; 2024Q4: 10,756 shares; 2025Q1: 13,484 shares; 2025Q2: 12,392 shares; 2025Q3: 12,452 shares; 2025Q4: 12,581 shares; 2026Q1: 12,543 shares; 2026Q2: 12,352 shares 12,352 $2.79M 0.19% -191 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,545 shares; 2024Q4: 7,849 shares; 2025Q1: 8,669 shares; 2025Q2: 7,929 shares; 2025Q3: 8,044 shares; 2025Q4: 7,854 shares; 2026Q1: 8,021 shares; 2026Q2: 32,488 shares 32,488 $2.62M 0.18% +24,467 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,816 shares; 2026Q1: 136,504 shares; 2026Q2: 140,012 shares 140,012 $2.6M 0.17% +3,508 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: 63,567 shares; 2024Q4: 92,081 shares; 2025Q1: 192,932 shares; 2025Q2: 16,438 shares; 2025Q3: 21,040 shares; 2025Q4: 144,817 shares; 2026Q1: 33,829 shares; 2026Q2: 35,865 shares 35,865 $2.59M 0.17% +2,036 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,294 shares; 2024Q4: 13,483 shares; 2025Q1: 13,468 shares; 2025Q2: 12,713 shares; 2025Q3: 13,527 shares; 2025Q4: 12,785 shares; 2026Q1: 16,155 shares; 2026Q2: 16,097 shares 16,097 $2.54M 0.17% -58 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: 28,590 shares; 2024Q4: 28,416 shares; 2025Q1: 29,836 shares; 2025Q2: 28,181 shares; 2025Q3: 28,289 shares; 2025Q4: 28,443 shares; 2026Q1: 29,933 shares; 2026Q2: 29,767 shares 29,767 $2.46M 0.16% -166 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,628 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,466 shares; 2026Q1: 6,101 shares; 2026Q2: 16,497 shares 16,497 $2.45M 0.16% +10,396 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: 20,152 shares; 2024Q4: 19,199 shares; 2025Q1: 28,996 shares; 2025Q2: 13,932 shares; 2025Q3: 13,575 shares; 2025Q4: 21,266 shares; 2026Q1: 20,481 shares; 2026Q2: 19,990 shares 19,990 $2.26M 0.15% -491 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: 2,174 shares; 2024Q4: 2,403 shares; 2025Q1: 3,019 shares; 2025Q2: 2,288 shares; 2025Q3: 2,443 shares; 2025Q4: 2,865 shares; 2026Q1: 3,139 shares; 2026Q2: 3,294 shares 3,294 $2.11M 0.14% +155 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: 28,655 shares; 2024Q4: 31,261 shares; 2025Q1: 30,538 shares; 2025Q2: 30,411 shares; 2025Q3: 31,200 shares; 2025Q4: 30,439 shares; 2026Q1: 32,901 shares; 2026Q2: 32,579 shares 32,579 $1.94M 0.13% -322 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: 1,555 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,332 shares; 2026Q1: 981 shares; 2026Q2: 1,515 shares 1,515 $1.75M 0.12% +534 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,241 shares; 2025Q1: 2,437 shares; 2025Q2: 2,264 shares; 2025Q3: 2,296 shares; 2025Q4: 2,308 shares; 2026Q1: 2,292 shares; 2026Q2: 2,307 shares 2,307 $1.72M 0.12% +15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 4,115 shares; 2025Q1: 5,479 shares; 2025Q2: 4,014 shares; 2025Q3: 3,550 shares; 2025Q4: 4,868 shares; 2026Q1: 4,963 shares; 2026Q2: 4,696 shares 4,696 $1.68M 0.11% -267 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: 4,809 shares; 2024Q4: 4,814 shares; 2025Q1: 5,466 shares; 2025Q2: 5,291 shares; 2025Q3: 5,038 shares; 2025Q4: 5,124 shares; 2026Q1: 6,083 shares; 2026Q2: 6,023 shares 6,023 $1.63M 0.11% -60 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: 6,782 shares; 2024Q4: 6,706 shares; 2025Q1: 6,176 shares; 2025Q2: 5,935 shares; 2025Q3: 5,987 shares; 2025Q4: 6,014 shares; 2026Q1: 6,157 shares; 2026Q2: 6,377 shares 6,377 $1.62M 0.11% +220 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: 3,888 shares; 2024Q4: 3,052 shares; 2025Q1: 3,941 shares; 2025Q2: 3,590 shares; 2025Q3: 3,594 shares; 2025Q4: 3,673 shares; 2026Q1: 3,683 shares; 2026Q2: 3,759 shares 3,759 $1.58M 0.11% +76 Timeline FNDF 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: 27,059 shares; 2025Q2: 26,602 shares; 2025Q3: 28,796 shares; 2025Q4: 23,499 shares; 2026Q1: 23,613 shares; 2026Q2: 28,999 shares 28,999 $1.53M 0.1% +5,386 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,508 shares; 2024Q4: 15,317 shares; 2025Q1: 15,503 shares; 2025Q2: 17,504 shares; 2025Q3: 19,224 shares; 2025Q4: 19,978 shares; 2026Q1: 23,832 shares; 2026Q2: 24,597 shares 24,597 $1.52M 0.1% +765 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,893 shares; 2024Q4: 20,952 shares; 2025Q1: 24,458 shares; 2025Q2: 25,071 shares; 2025Q3: 26,315 shares; 2025Q4: 26,626 shares; 2026Q1: 26,791 shares; 2026Q2: 27,551 shares 27,551 $1.47M 0.1% +760 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,820 shares; 2024Q4: 48,875 shares; 2025Q1: 92,774 shares; 2025Q2: 10,927 shares; 2025Q3: 26,364 shares; 2025Q4: 135,654 shares; 2026Q1: 39,126 shares; 2026Q2: 39,921 shares 39,921 $1.46M 0.1% +795 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: 1,295 shares; 2024Q4: 2,443 shares; 2025Q1: 2,864 shares; 2025Q2: 2,891 shares; 2025Q3: 3,034 shares; 2025Q4: 3,627 shares; 2026Q1: 3,790 shares; 2026Q2: 3,906 shares 3,906 $1.44M 0.1% +116 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786 shares; 2024Q4: 10,370 shares; 2025Q1: 10,364 shares; 2025Q2: 10,399 shares; 2025Q3: 10,463 shares; 2025Q4: 10,515 shares; 2026Q1: 10,306 shares; 2026Q2: 10,929 shares 10,929 $1.38M 0.09% +623 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: 2,302 shares; 2024Q4: 2,474 shares; 2025Q1: 3,042 shares; 2025Q2: 2,375 shares; 2025Q3: 2,647 shares; 2025Q4: 2,550 shares; 2026Q1: 3,162 shares; 2026Q2: 3,743 shares 3,743 $1.35M 0.09% +581 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: 5,105 shares; 2024Q4: 5,224 shares; 2025Q1: 6,032 shares; 2025Q2: 4,604 shares; 2025Q3: 4,529 shares; 2025Q4: 4,512 shares; 2026Q1: 4,658 shares; 2026Q2: 4,503 shares 4,503 $1.35M 0.09% -155 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,734 shares; 2024Q4: 14,643 shares; 2025Q1: 14,274 shares; 2025Q2: 14,424 shares; 2025Q3: 15,092 shares; 2025Q4: 15,258 shares; 2026Q1: 16,250 shares; 2026Q2: 16,344 shares 16,344 $1.29M 0.09% +94 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,952 shares; 2024Q4: 8,892 shares; 2025Q1: 11,239 shares; 2025Q2: 8,489 shares; 2025Q3: 7,994 shares; 2025Q4: 8,491 shares; 2026Q1: 8,084 shares; 2026Q2: 8,077 shares 8,077 $1.24M 0.08% -7 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: 4,339 shares; 2025Q1: 4,744 shares; 2025Q2: 7,702 shares; 2025Q3: 9,104 shares; 2025Q4: 12,358 shares; 2026Q1: 12,931 shares; 2026Q2: 11,307 shares 11,307 $1.22M 0.08% -1,624 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,232 shares; 2025Q1: 4,234 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,128 shares; 2026Q1: 3,147 shares; 2026Q2: 3,419 shares 3,419 $1.17M 0.08% +272 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: 722 shares; 2024Q4: 715 shares; 2025Q1: 1,060 shares; 2025Q2: 662 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 905 shares; 2026Q2: 976 shares 976 $1.17M 0.08% +71 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,438 shares; 2024Q4: 15,746 shares; 2025Q1: 15,592 shares; 2025Q2: 15,955 shares; 2025Q3: 17,094 shares; 2025Q4: 17,830 shares; 2026Q1: 19,381 shares; 2026Q2: 19,513 shares 19,513 $1.14M 0.08% +132 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 5,533 shares; 2025Q1: 5,517 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares; 2026Q2: 4,459 shares 4,459 $1.12M 0.08% -845 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,150 shares; 2024Q4: 19,825 shares; 2025Q1: 20,382 shares; 2025Q2: 20,137 shares; 2025Q3: 20,532 shares; 2025Q4: 18,323 shares; 2026Q1: 19,197 shares; 2026Q2: 20,798 shares 20,798 $1.11M 0.07% +1,601 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,079 shares; 2024Q4: 202,754 shares; 2025Q1: 423,353 shares; 2025Q2: 48,337 shares; 2025Q3: 7,366 shares; 2025Q4: 37,424 shares; 2026Q1: 25,593 shares; 2026Q2: 25,142 shares 25,142 $1.08M 0.07% -451 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,120 shares; 2024Q4: 23,161 shares; 2025Q1: 23,489 shares; 2025Q2: 23,335 shares; 2025Q3: 24,939 shares; 2025Q4: 21,775 shares; 2026Q1: 21,963 shares; 2026Q2: 21,578 shares 21,578 $1.06M 0.07% -385 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: 3,687 shares; 2024Q4: 3,888 shares; 2025Q1: 5,707 shares; 2025Q2: 5,126 shares; 2025Q3: 5,129 shares; 2025Q4: 5,307 shares; 2026Q1: 5,461 shares; 2026Q2: 5,590 shares 5,590 $1.06M 0.07% +129 Timeline AVNM 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: 4,127 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares; 2026Q1: 11,004 shares; 2026Q2: 12,553 shares 12,553 $1.03M 0.07% +1,549 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: 2,631 shares; 2024Q4: 2,526 shares; 2025Q1: 3,547 shares; 2025Q2: 2,091 shares; 2025Q3: 2,107 shares; 2025Q4: 3,068 shares; 2026Q1: 2,498 shares; 2026Q2: 2,798 shares 2,798 $989K 0.07% +300 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,145 shares; 2024Q4: 12,810 shares; 2025Q1: 13,092 shares; 2025Q2: 13,441 shares; 2025Q3: 14,905 shares; 2025Q4: 17,527 shares; 2026Q1: 19,345 shares; 2026Q2: 19,649 shares 19,649 $987K 0.07% +304 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,899 shares; 2025Q3: 21,464 shares; 2025Q4: 138,352 shares; 2026Q1: 22,898 shares; 2026Q2: 23,435 shares 23,435 $977K 0.07% +537 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,306 shares; 2024Q4: 13,137 shares; 2025Q1: 13,419 shares; 2025Q2: 13,138 shares; 2025Q3: 13,006 shares; 2025Q4: 13,007 shares; 2026Q1: 13,108 shares; 2026Q2: 13,109 shares 13,109 $962K 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: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 6,626 shares; 2026Q2: 6,852 shares 6,852 $957K 0.06% +226 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: 4,655 shares; 2024Q4: 4,555 shares; 2025Q1: 4,538 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,623 shares; 2026Q2: 4,208 shares 4,208 $956K 0.06% -415 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: 1,213 shares; 2024Q4: 1,236 shares; 2025Q1: 1,464 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,255 shares; 2026Q1: 1,291 shares; 2026Q2: 1,243 shares 1,243 $931K 0.06% -48 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,720 shares; 2024Q4: 41,543 shares; 2025Q1: 27,839 shares; 2025Q2: 20,522 shares; 2025Q3: 19,668 shares; 2025Q4: 16,230 shares; 2026Q1: 16,768 shares; 2026Q2: 17,842 shares 17,842 $930K 0.06% +1,074 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,840 shares; 2024Q4: 6,916 shares; 2025Q1: 10,364 shares; 2025Q2: 6,001 shares; 2025Q3: 5,906 shares; 2025Q4: 5,941 shares; 2026Q1: 6,245 shares; 2026Q2: 6,064 shares 6,064 $923K 0.06% -181 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: 1,925 shares; 2024Q4: 1,913 shares; 2025Q1: 2,734 shares; 2025Q2: 1,701 shares; 2025Q3: 1,691 shares; 2025Q4: 1,917 shares; 2026Q1: 1,649 shares; 2026Q2: 1,626 shares 1,626 $916K 0.06% -23 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; 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: 25,139 shares; 2026Q2: 25,184 shares 25,184 $904K 0.06% +45 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: 10,110 shares; 2024Q4: 10,285 shares; 2025Q1: 10,436 shares; 2025Q2: 10,290 shares; 2025Q3: 10,218 shares; 2025Q4: 10,292 shares; 2026Q1: 10,208 shares; 2026Q2: 10,985 shares 10,985 $893K 0.06% +777 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,855 shares; 2024Q4: 9,241 shares; 2025Q1: 15,722 shares; 2025Q2: 9,059 shares; 2025Q3: 9,064 shares; 2025Q4: 9,068 shares; 2026Q1: 8,694 shares; 2026Q2: 8,491 shares 8,491 $876K 0.06% -203 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: 29,538 shares; 2024Q4: 30,738 shares; 2025Q1: 30,461 shares; 2025Q2: 30,239 shares; 2025Q3: 30,299 shares; 2025Q4: 33,871 shares; 2026Q1: 42,252 shares; 2026Q2: 40,620 shares 40,620 $841K 0.06% -1,632 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: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,357 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 1,359 shares; 2026Q1: 1,464 shares; 2026Q2: 1,444 shares 1,444 $839K 0.06% -20 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,056 shares; 2024Q4: 47,097 shares; 2025Q1: 49,124 shares; 2025Q2: 54,906 shares; 2025Q3: 57,735 shares; 2025Q4: 59,744 shares; 2026Q1: 60,191 shares; 2026Q2: 60,204 shares 60,204 $837K 0.06% +13 Timeline VEU 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: 12,552 shares; 2024Q4: 12,118 shares; 2025Q1: 12,827 shares; 2025Q2: 11,393 shares; 2025Q3: 11,223 shares; 2025Q4: 10,342 shares; 2026Q1: 10,140 shares; 2026Q2: 9,781 shares 9,781 $819K 0.05% -359 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,397 shares; 2024Q4: 7,522 shares; 2025Q1: 7,584 shares; 2025Q2: 8,635 shares; 2025Q3: 8,637 shares; 2025Q4: 8,639 shares; 2026Q1: 8,641 shares; 2026Q2: 8,677 shares 8,677 $801K 0.05% +36 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,457 shares; 2026Q2: 16,223 shares 16,223 $799K 0.05% +3,766 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,832 shares; 2024Q4: 5,832 shares; 2025Q1: 5,745 shares; 2025Q2: 5,617 shares; 2025Q3: 5,689 shares; 2025Q4: 5,716 shares; 2026Q1: 5,722 shares; 2026Q2: 5,801 shares 5,801 $786K 0.05% +79 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: 5,121 shares; 2024Q4: 5,144 shares; 2025Q1: 5,478 shares; 2025Q2: 6,595 shares; 2025Q3: 6,687 shares; 2025Q4: 7,123 shares; 2026Q1: 10,774 shares; 2026Q2: 10,792 shares 10,792 $777K 0.05% +18 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: 3,063 shares; 2024Q4: 3,351 shares; 2025Q1: 3,380 shares; 2025Q2: 3,065 shares; 2025Q3: 3,068 shares; 2025Q4: 3,072 shares; 2026Q1: 3,101 shares; 2026Q2: 3,103 shares 3,103 $734K 0.05% +2 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: 1,429 shares; 2024Q4: 1,026 shares; 2025Q1: 1,105 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,035 shares; 2026Q2: 686 shares 686 $731K 0.05% -349 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,643 shares; 2025Q3: 6,520 shares; 2025Q4: 53,822 shares; 2026Q1: 16,564 shares; 2026Q2: 17,761 shares 17,761 $730K 0.05% +1,197 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 2,712 shares; 2025Q1: 2,715 shares; 2025Q2: 2,718 shares; 2025Q3: 2,720 shares; 2025Q4: 2,722 shares; 2026Q1: 2,498 shares; 2026Q2: 2,500 shares 2,500 $727K 0.05% +2 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: 2,899 shares; 2024Q4: 2,876 shares; 2025Q1: 3,499 shares; 2025Q2: 2,718 shares; 2025Q3: 2,719 shares; 2025Q4: 2,738 shares; 2026Q1: 2,871 shares; 2026Q2: 2,820 shares 2,820 $710K 0.05% -51 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,175 shares; 2024Q4: 10,291 shares; 2025Q1: 10,517 shares; 2025Q2: 11,269 shares; 2025Q3: 12,273 shares; 2025Q4: 12,963 shares; 2026Q1: 16,767 shares; 2026Q2: 16,544 shares 16,544 $700K 0.05% -223 Timeline SGOV 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: 9,125 shares; 2025Q1: 10,467 shares; 2025Q2: 9,315 shares; 2025Q3: 3,476 shares; 2025Q4: 3,337 shares; 2026Q1: 4,147 shares; 2026Q2: 6,830 shares 6,830 $688K 0.05% +2,683 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 10,784 shares; 2025Q1: 20,863 shares; 2025Q2: 3,180 shares; 2025Q3: 3,797 shares; 2025Q4: 15,387 shares; 2026Q1: 17,531 shares; 2026Q2: 20,505 shares 20,505 $650K 0.04% +2,974 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: 1,074 shares; 2024Q4: 1,559 shares; 2025Q1: 1,638 shares; 2025Q2: 962 shares; 2025Q3: 1,134 shares; 2025Q4: 1,513 shares; 2026Q1: 1,654 shares; 2026Q2: 3,335 shares 3,335 $635K 0.04% +1,681 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,926 shares; 2025Q2: 9,974 shares; 2025Q3: 10,024 shares; 2025Q4: 10,024 shares; 2026Q1: 10,150 shares; 2026Q2: 10,182 shares 10,182 $633K 0.04% +32 Timeline VFH 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: 4,430 shares; 2024Q4: 4,464 shares; 2025Q1: 4,489 shares; 2025Q2: 4,537 shares; 2025Q3: 5,028 shares; 2025Q4: 5,028 shares; 2026Q1: 4,759 shares; 2026Q2: 4,795 shares 4,795 $631K 0.04% +36 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,301 shares; 2024Q4: 13,124 shares; 2025Q1: 17,021 shares; 2025Q2: 11,736 shares; 2025Q3: 11,741 shares; 2025Q4: 17,999 shares; 2026Q1: 18,004 shares; 2026Q2: 19,378 shares 19,378 $596K 0.04% +1,374 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,273 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,121 shares; 2026Q1: 1,122 shares; 2026Q2: 1,099 shares 1,099 $574K 0.04% -23 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 16,950 shares 16,950 $574K 0.04% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,808 shares; 2026Q2: 3,818 shares 3,818 $545K 0.04% +10 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: 2,668 shares; 2024Q4: 2,671 shares; 2025Q1: 4,398 shares; 2025Q2: 1,328 shares; 2025Q3: 1,330 shares; 2025Q4: 2,539 shares; 2026Q1: 2,545 shares; 2026Q2: 2,602 shares 2,602 $544K 0.04% +57 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: 4,101 shares; 2024Q4: 3,737 shares; 2025Q1: 3,858 shares; 2025Q2: 3,404 shares; 2025Q3: 3,418 shares; 2025Q4: 3,884 shares; 2026Q1: 3,896 shares; 2026Q2: 3,955 shares 3,955 $541K 0.04% +59 Timeline JPME 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: 50,811 shares; 2024Q4: 41,527 shares; 2025Q1: 85,676 shares; 2025Q2: 6,993 shares; 2025Q3: 833 shares; 2025Q4: 7,711 shares; 2026Q1: 4,340 shares; 2026Q2: 4,347 shares 4,347 $540K 0.04% +7 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,078 shares; 2025Q1: 2,396 shares; 2025Q2: 2,242 shares; 2025Q3: 2,242 shares; 2025Q4: 1,717 shares; 2026Q1: 3,101 shares; 2026Q2: 3,205 shares 3,205 $531K 0.04% +104 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: 2,765 shares; 2024Q4: 2,864 shares; 2025Q1: 3,539 shares; 2025Q2: 2,509 shares; 2025Q3: 2,510 shares; 2025Q4: 2,963 shares; 2026Q1: 2,754 shares; 2026Q2: 3,386 shares 3,386 $496K 0.03% +632 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $486K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 1,975 shares; 2025Q3: 1,976 shares; 2025Q4: 2,610 shares; 2026Q1: 5,443 shares; 2026Q2: 5,494 shares 5,494 $482K 0.03% +51 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 1,109 shares; 2025Q3: 1,050 shares; 2025Q4: 3,179 shares; 2026Q1: 2,999 shares; 2026Q2: 8,268 shares 8,268 $479K 0.03% +5,269 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,863 shares; 2025Q1: 3,027 shares; 2025Q2: 2,614 shares; 2025Q3: 2,645 shares; 2025Q4: 2,670 shares; 2026Q1: 2,650 shares; 2026Q2: 2,643 shares 2,643 $478K 0.03% -7 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 423 shares; 2025Q3: 467 shares; 2025Q4: 890 shares; 2026Q1: 907 shares; 2026Q2: 969 shares 969 $463K 0.03% +62 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,704 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares; 2026Q2: 2,092 shares 2,092 $463K 0.03% 0 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: 501 shares; 2024Q4: 474 shares; 2025Q1: 520 shares; 2025Q2: 1,398 shares; 2025Q3: 2,293 shares; 2025Q4: 2,069 shares; 2026Q1: 1,204 shares; 2026Q2: 1,106 shares 1,106 $460K 0.03% -98 Timeline VOT 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: 1,757 shares; 2024Q4: 1,737 shares; 2025Q1: 1,963 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,654 shares; 2026Q2: 1,498 shares 1,498 $459K 0.03% -156 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: 4,307 shares; 2024Q4: 4,307 shares; 2025Q1: 4,307 shares; 2025Q2: 4,307 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares; 2026Q1: 4,356 shares; 2026Q2: 3,297 shares 3,297 $453K 0.03% -1,059 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares; 2026Q2: 5,968 shares 5,968 $444K 0.03% +3,926 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: 627 shares; 2025Q2: 442 shares; 2025Q3: 408 shares; 2025Q4: 339 shares; 2026Q1: 351 shares; 2026Q2: 372 shares 372 $437K 0.03% +21 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 585 shares; 2025Q1: 635 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 748 shares; 2026Q1: 683 shares; 2026Q2: 685 shares 685 $434K 0.03% +2 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: 2,712 shares; 2024Q4: 2,282 shares; 2025Q1: 2,755 shares; 2025Q2: 2,396 shares; 2025Q3: 2,473 shares; 2025Q4: 2,952 shares; 2026Q1: 3,004 shares; 2026Q2: 3,127 shares 3,127 $423K 0.03% +123 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 482 shares; 2025Q4: 24,185 shares; 2026Q1: 17,419 shares; 2026Q2: 8,479 shares 8,479 $422K 0.03% -8,940 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,816 shares; 2025Q1: 3,742 shares; 2025Q2: 3,363 shares; 2025Q3: 3,364 shares; 2025Q4: 3,794 shares; 2026Q1: 3,976 shares; 2026Q2: 3,828 shares 3,828 $420K 0.03% -148 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,428 shares; 2026Q2: 5,470 shares 5,470 $419K 0.03% +42 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $419K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,035 shares; 2025Q3: 1,152 shares; 2025Q4: 1,047 shares; 2026Q1: 1,068 shares; 2026Q2: 1,083 shares 1,083 $405K 0.03% +15 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 2,469 shares; 2025Q2: 1,703 shares; 2025Q3: 2,140 shares; 2025Q4: 1,411 shares; 2026Q1: 1,571 shares; 2026Q2: 2,183 shares 2,183 $404K 0.03% +612 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 963 shares; 2025Q1: 1,042 shares; 2025Q2: 1,099 shares; 2025Q3: 1,270 shares; 2025Q4: 1,289 shares; 2026Q1: 1,290 shares; 2026Q2: 1,323 shares 1,323 $401K 0.03% +33 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,898 shares; 2024Q4: 2,893 shares; 2025Q1: 3,734 shares; 2025Q2: 2,004 shares; 2025Q3: 2,006 shares; 2025Q4: 2,511 shares; 2026Q1: 2,593 shares; 2026Q2: 2,440 shares 2,440 $395K 0.03% -153 Timeline ESGV 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: 2,433 shares; 2024Q4: 2,827 shares; 2025Q1: 5,411 shares; 2025Q2: 1,098 shares; 2025Q3: 1,093 shares; 2025Q4: 2,908 shares; 2026Q1: 2,982 shares; 2026Q2: 2,977 shares 2,977 $394K 0.03% -5 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,367 shares; 2025Q4: 141,870 shares; 2026Q1: 13,736 shares; 2026Q2: 7,538 shares 7,538 $389K 0.03% -6,198 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: not reported; 2024Q4: not reported; 2025Q1: 619 shares; 2025Q2: 573 shares; 2025Q3: 749 shares; 2025Q4: 774 shares; 2026Q1: 833 shares; 2026Q2: 1,018 shares 1,018 $384K 0.03% +185 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 123 shares; 2025Q3: 169 shares; 2025Q4: 501 shares; 2026Q1: 1,253 shares; 2026Q2: 1,579 shares 1,579 $383K 0.03% +326 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 1,498 shares; 2025Q2: 749 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 822 shares 822 $377K 0.03% +1 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: 432 shares; 2024Q4: 386 shares; 2025Q1: 518 shares; 2025Q2: 390 shares; 2025Q3: 361 shares; 2025Q4: 389 shares; 2026Q1: 362 shares; 2026Q2: 403 shares 403 $377K 0.03% +41 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,459 shares; 2025Q1: 2,572 shares; 2025Q2: 2,499 shares; 2025Q3: 2,502 shares; 2025Q4: 2,508 shares; 2026Q1: 2,552 shares; 2026Q2: 2,392 shares 2,392 $375K 0.03% -160 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,602 shares; 2025Q2: 1,786 shares; 2025Q3: 1,423 shares; 2025Q4: 2,774 shares; 2026Q1: 1,258 shares; 2026Q2: 1,121 shares 1,121 $375K 0.03% -137 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,174 shares; 2025Q2: 4,853 shares; 2025Q3: 2,279 shares; 2025Q4: 2,399 shares; 2026Q1: 20,758 shares; 2026Q2: 20,837 shares 20,837 $374K 0.02% +79 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,292 shares; 2024Q4: 8,906 shares; 2025Q1: 9,712 shares; 2025Q2: 10,050 shares; 2025Q3: 9,754 shares; 2025Q4: 9,518 shares; 2026Q1: 9,521 shares; 2026Q2: 7,658 shares 7,658 $371K 0.02% -1,863 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,453 shares; 2025Q2: 1,191 shares; 2025Q3: 1,195 shares; 2025Q4: 3,506 shares; 2026Q1: 5,840 shares; 2026Q2: 5,916 shares 5,916 $364K 0.02% +76 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,070 shares; 2026Q1: 23,888 shares; 2026Q2: 7,174 shares 7,174 $362K 0.02% -16,714 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 2,007 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,454 shares 1,454 $346K 0.02% +13 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: 5,214 shares; 2024Q4: 15,653 shares; 2025Q1: 15,665 shares; 2025Q2: 11,661 shares; 2025Q3: 11,661 shares; 2025Q4: 11,662 shares; 2026Q1: 11,663 shares; 2026Q2: 11,664 shares 11,664 $343K 0.02% +1 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: 734 shares; 2025Q2: 764 shares; 2025Q3: 774 shares; 2025Q4: 798 shares; 2026Q1: 1,283 shares; 2026Q2: 1,359 shares 1,359 $338K 0.02% +76 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,358 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares; 2026Q2: 1,193 shares 1,193 $332K 0.02% +65 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: 843 shares; 2024Q4: 847 shares; 2025Q1: 868 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 828 shares; 2026Q1: 1,171 shares; 2026Q2: 941 shares 941 $332K 0.02% -230 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 2,104 shares; 2026Q2: 2,104 shares 2,104 $328K 0.02% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,747 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares; 2026Q2: 6,745 shares 6,745 $326K 0.02% -2 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: not reported; 2025Q1: 2,182 shares; 2025Q2: 2,063 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,665 shares; 2026Q2: 2,729 shares 2,729 $321K 0.02% +64 Timeline SPYX 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: 7,851 shares; 2024Q4: 5,878 shares; 2025Q1: 5,878 shares; 2025Q2: 5,894 shares; 2025Q3: 5,699 shares; 2025Q4: 5,700 shares; 2026Q1: 5,890 shares; 2026Q2: 5,207 shares 5,207 $318K 0.02% -683 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,285 shares; 2024Q4: 5,067 shares; 2025Q1: 5,197 shares; 2025Q2: 2,853 shares; 2025Q3: 2,544 shares; 2025Q4: 2,773 shares; 2026Q1: 2,540 shares; 2026Q2: 2,449 shares 2,449 $315K 0.02% -91 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 2,755 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 4,019 shares; 2026Q2: 4,021 shares 4,021 $310K 0.02% +2 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 3,065 shares; 2025Q2: 3,432 shares; 2025Q3: 3,582 shares; 2025Q4: 3,432 shares; 2026Q1: 3,432 shares; 2026Q2: 3,417 shares 3,417 $306K 0.02% -15 Timeline SPSM 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: 6,174 shares; 2024Q4: 6,547 shares; 2025Q1: 10,007 shares; 2025Q2: 3,195 shares; 2025Q3: 3,238 shares; 2025Q4: 6,866 shares; 2026Q1: 5,218 shares; 2026Q2: 5,272 shares 5,272 $304K 0.02% +54 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $298K 0.02% 0 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: 409 shares; 2025Q3: 779 shares; 2025Q4: 1,867 shares; 2026Q1: 2,059 shares; 2026Q2: 989 shares 989 $295K 0.02% -1,070 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,599 shares; 2025Q2: 11,599 shares; 2025Q3: 11,599 shares; 2025Q4: 11,599 shares; 2026Q1: 11,599 shares; 2026Q2: 11,599 shares 11,599 $293K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 943 shares; 2026Q1: 533 shares; 2026Q2: 565 shares 565 $290K 0.02% +32 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 3,614 shares; 2025Q1: 3,431 shares; 2025Q2: 3,156 shares; 2025Q3: 3,043 shares; 2025Q4: 2,894 shares; 2026Q1: 2,888 shares; 2026Q2: 2,621 shares 2,621 $287K 0.02% -267 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 5,360 shares 5,360 $287K 0.02% +4,360 Timeline SHM 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: 9,310 shares; 2024Q4: 8,865 shares; 2025Q1: 9,193 shares; 2025Q2: 7,742 shares; 2025Q3: 7,574 shares; 2025Q4: 7,260 shares; 2026Q1: 7,147 shares; 2026Q2: 5,872 shares 5,872 $282K 0.02% -1,275 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,228 shares; 2025Q1: 1,418 shares; 2025Q2: 989 shares; 2025Q3: 990 shares; 2025Q4: 1,160 shares; 2026Q1: 1,161 shares; 2026Q2: 1,141 shares 1,141 $277K 0.02% -20 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,350 shares; 2024Q4: 7,150 shares; 2025Q1: 14,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,590 shares; 2026Q1: 7,627 shares; 2026Q2: 7,742 shares 7,742 $277K 0.02% +115 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,843 shares; 2025Q1: 2,874 shares; 2025Q2: 2,877 shares; 2025Q3: 2,879 shares; 2025Q4: 2,895 shares; 2026Q1: 2,885 shares; 2026Q2: 2,868 shares 2,868 $275K 0.02% -17 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 977 shares; 2025Q1: 1,062 shares; 2025Q2: 758 shares; 2025Q3: 705 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 750 shares 750 $274K 0.02% -38 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: 353 shares; 2025Q2: 354 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 356 shares; 2026Q2: 377 shares 377 $273K 0.02% +21 Timeline FVD 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: 9,976 shares; 2024Q4: 8,981 shares; 2025Q1: 16,996 shares; 2025Q2: 2,733 shares; 2025Q3: 8,268 shares; 2025Q4: 37,522 shares; 2026Q1: 6,759 shares; 2026Q2: 5,649 shares 5,649 $272K 0.02% -1,110 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,009 shares; 2025Q1: 1,605 shares; 2025Q2: 1,259 shares; 2025Q3: 1,524 shares; 2025Q4: 1,731 shares; 2026Q1: 1,507 shares; 2026Q2: 1,185 shares 1,185 $261K 0.02% -322 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,468 shares; 2025Q2: 1,536 shares; 2025Q3: 1,591 shares; 2025Q4: 1,628 shares; 2026Q1: 2,174 shares; 2026Q2: 2,175 shares 2,175 $259K 0.02% +1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,937 shares; 2025Q1: 5,062 shares; 2025Q2: 4,349 shares; 2025Q3: 3,232 shares; 2025Q4: 3,075 shares; 2026Q1: 3,079 shares; 2026Q2: 3,094 shares 3,094 $246K 0.02% +15 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 1,188 shares; 2026Q1: 1,204 shares; 2026Q2: 1,196 shares 1,196 $240K 0.02% -8 Timeline SCHM 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: 7,279 shares; 2025Q2: 1,995 shares; 2025Q3: 55,247 shares; 2025Q4: 330,011 shares; 2026Q1: 6,391 shares; 2026Q2: 6,506 shares 6,506 $240K 0.02% +115 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: 405 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 332 shares; 2026Q1: 331 shares; 2026Q2: 311 shares 311 $237K 0.02% -20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,591 shares; 2025Q1: 1,960 shares; 2025Q2: 1,494 shares; 2025Q3: 1,540 shares; 2025Q4: 1,128 shares; 2026Q1: 1,040 shares; 2026Q2: 1,069 shares 1,069 $231K 0.02% +29 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 832 shares 832 $225K 0.02% -48 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,308 shares; 2025Q2: 1,787 shares; 2025Q3: 2,429 shares; 2025Q4: 2,671 shares; 2026Q1: 2,642 shares; 2026Q2: 2,376 shares 2,376 $215K 0.01% -266 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: 3,975 shares; 2025Q2: 3,739 shares; 2025Q3: 3,741 shares; 2025Q4: 3,793 shares; 2026Q1: 3,857 shares; 2026Q2: 3,717 shares 3,717 $212K 0.01% -140 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: 1,682 shares; 2025Q2: 1,809 shares; 2025Q3: 1,810 shares; 2025Q4: 1,773 shares; 2026Q1: 3,102 shares; 2026Q2: 2,710 shares 2,710 $209K 0.01% -392 Timeline SPHD 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: 5,807 shares; 2025Q2: 3,406 shares; 2025Q3: 3,665 shares; 2025Q4: 3,938 shares; 2026Q1: 4,039 shares; 2026Q2: 4,083 shares 4,083 $208K 0.01% +44 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $205K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $204K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,317 shares; 2026Q1: 1,279 shares; 2026Q2: 1,279 shares 1,279 $203K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 1,551 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 1,278 shares; 2026Q1: 995 shares; 2026Q2: 595 shares 595 $201K 0.01% -400 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,989 shares; 2025Q2: 9,979 shares; 2025Q3: 10,512 shares; 2025Q4: 10,155 shares; 2026Q1: 12,662 shares; 2026Q2: 19,833 shares 19,833 $199K 0.01% +7,171 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,768 shares; 2025Q1: 2,229 shares; 2025Q2: 1,496 shares; 2025Q3: 1,497 shares; 2025Q4: 1,674 shares; 2026Q1: 1,541 shares; 2026Q2: 2,191 shares 2,191 $199K 0.01% +650 Timeline XBI 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: 1,174 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 509 shares; 2026Q2: 1,256 shares 1,256 $199K 0.01% +747 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: 1,683 shares; 2025Q2: 3,469 shares; 2025Q3: 2,747 shares; 2025Q4: 5,204 shares; 2026Q1: 5,542 shares; 2026Q2: 5,948 shares 5,948 $198K 0.01% +406 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,594 shares; 2025Q2: 2,018 shares; 2025Q3: 2,029 shares; 2025Q4: 4,116 shares; 2026Q1: 6,910 shares; 2026Q2: 7,127 shares 7,127 $197K 0.01% +217 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,102 shares; 2024Q4: 21,804 shares; 2025Q1: 42,260 shares; 2025Q2: 5,273 shares; 2025Q3: 4,945 shares; 2025Q4: 20,799 shares; 2026Q1: 9,362 shares; 2026Q2: 4,602 shares 4,602 $196K 0.01% -4,760 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $192K 0.01% 0 Timeline RDVI 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: 12,610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares; 2026Q1: 6,352 shares; 2026Q2: 6,464 shares 6,464 $190K 0.01% +112 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,298 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares; 2026Q2: 2,356 shares 2,356 $189K 0.01% +7 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 1,740 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $185K 0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,042 shares; 2025Q3: 3,044 shares; 2025Q4: 3,457 shares; 2026Q1: 3,464 shares; 2026Q2: 3,467 shares 3,467 $183K 0.01% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 811 shares; 2025Q3: 796 shares; 2025Q4: 797 shares; 2026Q1: 811 shares; 2026Q2: 857 shares 857 $182K 0.01% +46 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 944 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 927 shares 927 $181K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 150 shares; 2026Q1: 330 shares; 2026Q2: 354 shares 354 $180K 0.01% +24 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares; 2026Q2: 1,228 shares 1,228 $180K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares; 2026Q2: 1,523 shares 1,523 $179K 0.01% -656 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 571 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $178K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 4,447 shares; 2025Q3: 4,381 shares; 2025Q4: 3,905 shares; 2026Q1: 3,635 shares; 2026Q2: 3,570 shares 3,570 $177K 0.01% -65 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 2,234 shares; 2025Q3: 2,352 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,441 shares 2,441 $176K 0.01% -81 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,304 shares; 2025Q2: 2,168 shares; 2025Q3: 2,120 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,106 shares 2,106 $174K 0.01% -9 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 3,737 shares; 2025Q3: 1,890 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $173K 0.01% 0 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,778 shares; 2025Q2: 5,822 shares; 2025Q3: 5,156 shares; 2025Q4: 4,999 shares; 2026Q1: 5,000 shares; 2026Q2: 4,743 shares 4,743 $173K 0.01% -257 Timeline VNQ 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: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $173K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 1,053 shares; 2025Q3: 1,045 shares; 2025Q4: 3,564 shares; 2026Q1: 3,786 shares; 2026Q2: 3,253 shares 3,253 $173K 0.01% -533 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,404 shares; 2025Q2: 4,264 shares; 2025Q3: 4,287 shares; 2025Q4: 4,739 shares; 2026Q1: 4,778 shares; 2026Q2: 4,627 shares 4,627 $171K 0.01% -151 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 796 shares; 2025Q4: 750 shares; 2026Q1: 850 shares; 2026Q2: 650 shares 650 $169K 0.01% -200 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 1,182 shares; 2026Q1: 1,227 shares; 2026Q2: 1,141 shares 1,141 $167K 0.01% -86 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,994 shares; 2026Q2: 2,134 shares 2,134 $163K 0.01% +140 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 744 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $160K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 909 shares; 2026Q2: 917 shares 917 $160K 0.01% +8 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 3,398 shares; 2026Q2: 3,411 shares 3,411 $159K 0.01% +13 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,134 shares; 2025Q4: 6,784 shares; 2026Q1: 6,784 shares; 2026Q2: 6,784 shares 6,784 $152K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 557 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 716 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $152K 0.01% 0 Timeline IJT 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: 1,678 shares; 2025Q2: 1,251 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,253 shares; 2026Q2: 846 shares 846 $151K 0.01% -407 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,787 shares; 2025Q2: 4,532 shares; 2025Q3: 6,374 shares; 2025Q4: 7,761 shares; 2026Q1: 9,269 shares; 2026Q2: 6,188 shares 6,188 $149K 0.01% -3,081 Timeline SCHV 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: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,183 shares; 2026Q1: 4,183 shares; 2026Q2: 4,183 shares 4,183 $146K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 1,366 shares; 2026Q2: 1,396 shares 1,396 $145K 0.01% +30 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 268 shares; 2026Q1: 275 shares; 2026Q2: 285 shares 285 $145K 0.01% +10 Timeline IDU 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: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $143K 0.01% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,439 shares; 2026Q2: 5,337 shares 5,337 $140K 0.01% +1,898 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: 1,249 shares; 2025Q2: 1,337 shares; 2025Q3: 1,332 shares; 2025Q4: 1,519 shares; 2026Q1: 1,789 shares; 2026Q2: 1,850 shares 1,850 $140K 0.01% +61 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: 581 shares; 2025Q2: 903 shares; 2025Q3: 821 shares; 2025Q4: 912 shares; 2026Q1: 921 shares; 2026Q2: 876 shares 876 $139K 0.01% -45 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 3,469 shares; 2026Q1: 3,279 shares; 2026Q2: 3,280 shares 3,280 $139K 0.01% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 153 shares; 2025Q3: 156 shares; 2025Q4: 204 shares; 2026Q1: 699 shares; 2026Q2: 933 shares 933 $138K 0.01% +234 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 3,354 shares; 2025Q1: 3,176 shares; 2025Q2: 1,559 shares; 2025Q3: 1,563 shares; 2025Q4: 1,566 shares; 2026Q1: 1,603 shares; 2026Q2: 1,607 shares 1,607 $136K 0.01% +4 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 3,715 shares; 2025Q3: 3,482 shares; 2025Q4: 3,478 shares; 2026Q1: 5,486 shares; 2026Q2: 5,086 shares 5,086 $136K 0.01% -400 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,483 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 6,643 shares; 2026Q1: 4,068 shares; 2026Q2: 2,721 shares 2,721 $133K 0.01% -1,347 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 380 shares; 2025Q4: 380 shares; 2026Q1: 392 shares; 2026Q2: 430 shares 430 $130K 0.01% +38 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 250 shares; 2026Q1: 773 shares; 2026Q2: 999 shares 999 $126K 0.01% +226 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,438 shares; 2025Q4: 8,518 shares; 2026Q1: 8,518 shares; 2026Q2: 8,518 shares 8,518 $125K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,249 shares; 2026Q1: 1,149 shares; 2026Q2: 1,207 shares 1,207 $125K 0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 424 shares; 2026Q1: 260 shares; 2026Q2: 246 shares 246 $123K 0.01% -14 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 561 shares 561 $123K 0.01% +8 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: 699 shares; 2025Q2: 611 shares; 2025Q3: 612 shares; 2025Q4: 703 shares; 2026Q1: 613 shares; 2026Q2: 875 shares 875 $122K 0.01% +262 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 637 shares; 2026Q2: 660 shares 660 $122K 0.01% +23 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: not reported; 2025Q4: 2,457 shares; 2026Q1: 2,458 shares; 2026Q2: 2,458 shares 2,458 $121K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,184 shares; 2026Q1: 1,192 shares; 2026Q2: 1,204 shares 1,204 $119K 0.01% +12 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 4,302 shares; 2026Q2: 3,902 shares 3,902 $119K 0.01% -400 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,291 shares; 2026Q1: 8,367 shares; 2026Q2: 8,598 shares 8,598 $118K 0.01% +231 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 551 shares; 2026Q1: 602 shares; 2026Q2: 578 shares 578 $114K 0.01% -24 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: 1,032 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 602 shares; 2026Q1: 603 shares; 2026Q2: 752 shares 752 $114K 0.01% +149 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: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 262 shares 262 $114K 0.01% +12 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,885 shares; 2025Q2: 1,765 shares; 2025Q3: 1,766 shares; 2025Q4: 1,146 shares; 2026Q1: 1,149 shares; 2026Q2: 1,178 shares 1,178 $113K 0.01% +29 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: 566 shares; 2025Q2: 566 shares; 2025Q3: 825 shares; 2025Q4: 917 shares; 2026Q1: 1,089 shares; 2026Q2: 1,216 shares 1,216 $111K 0.01% +127 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 466 shares; 2026Q2: 355 shares 355 $111K 0.01% -111 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 959 shares 959 $110K 0.01% +5 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 868 shares 868 $109K 0.01% +1 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 172,140 shares; 2025Q1: 374,226 shares; 2025Q2: 43,398 shares; 2025Q3: 1,750 shares; 2025Q4: 1,963 shares; 2026Q1: 1,735 shares; 2026Q2: 1,616 shares 1,616 $109K 0.01% -119 Timeline SCHA 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: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $108K 0.01% 0 Timeline ICF 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: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares 1,592 $108K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 2,279 shares; 2025Q3: 2,283 shares; 2025Q4: 2,288 shares; 2026Q1: 2,293 shares; 2026Q2: 1,824 shares 1,824 $106K 0.01% -469 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: 186 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $102K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares; 2026Q2: 1,845 shares 1,845 $102K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,613 shares; 2025Q3: 1,259 shares; 2025Q4: 1,762 shares; 2026Q1: 2,146 shares; 2026Q2: 1,766 shares 1,766 $102K 0.01% -380 Timeline JNK 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: 1,247 shares; 2025Q2: 1,236 shares; 2025Q3: 1,193 shares; 2025Q4: 1,146 shares; 2026Q1: 1,106 shares; 2026Q2: 1,050 shares 1,050 $101K 0.01% -56 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,278 shares; 2025Q2: 466 shares; 2025Q3: 471 shares; 2025Q4: 1,218 shares; 2026Q1: 1,215 shares; 2026Q2: 1,222 shares 1,222 $101K 0.01% +7 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 467 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $99.6K 0.01% 0 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: 754 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 379 shares 379 $98.7K 0.01% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 360 shares; 2025Q3: 760 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 745 shares 745 $97.3K 0.01% +2 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $97K 0.01% 0 Timeline FDL 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: 3,279 shares; 2025Q2: 732 shares; 2025Q3: 7,564 shares; 2025Q4: 57,162 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $97K 0.01% 0 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: 132 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 96 shares 96 $96.9K 0.01% +2 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 831 shares; 2025Q3: 833 shares; 2025Q4: 2,310 shares; 2026Q1: 1,375 shares; 2026Q2: 1,025 shares 1,025 $96.2K 0.01% -350 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,894 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,583 shares; 2026Q1: 1,489 shares; 2026Q2: 1,548 shares 1,548 $93.5K 0.01% +59 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 358 shares; 2026Q2: 538 shares 538 $93.4K 0.01% +180 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $93.1K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,394 shares; 2025Q3: 2,074 shares; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares 1,667 $90.9K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $90.5K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 789 shares; 2025Q3: 792 shares; 2025Q4: 796 shares; 2026Q1: 800 shares; 2026Q2: 804 shares 804 $89.3K 0.01% +4 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 819 shares 819 $88.3K 0.01% +259 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 1,144 shares; 2025Q3: 1,145 shares; 2025Q4: 1,146 shares; 2026Q1: 1,147 shares; 2026Q2: 1,148 shares 1,148 $87.7K 0.01% +1 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,833 shares; 2025Q3: 1,781 shares; 2025Q4: 1,783 shares; 2026Q1: 1,832 shares; 2026Q2: 1,614 shares 1,614 $87.3K 0.01% -218 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 221 shares; 2026Q2: 288 shares 288 $86.5K 0.01% +67 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 900 shares; 2026Q2: 1,725 shares 1,725 $86K 0.01% +825 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 487 shares 487 $85.9K 0.01% +65 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: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 165 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 147 shares; 2026Q2: 199 shares 199 $85.7K 0.01% +52 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,643 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 7,997 shares; 2026Q2: 7,997 shares 7,997 $84K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 4,776 shares; 2025Q3: 3,776 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 3,276 shares 3,276 $82.8K 0.01% 0 Timeline DHDG 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: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,200 shares 2,200 $80.4K 0.01% +200 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 13 shares; 2026Q1: 284 shares; 2026Q2: 1,409 shares 1,409 $78.9K 0.01% +1,125 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 341 shares 341 $77.4K 0.01% +129 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 1,586 shares 1,586 $76K 0.01% -528 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 296 shares 296 $75.7K 0.01% +246 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,056 shares; 2026Q1: 1,091 shares; 2026Q2: 1,059 shares 1,059 $75.6K 0.01% -32 Timeline DVY 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: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $75K 0.01% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,913 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 5,356 shares; 2026Q1: 7,031 shares; 2026Q2: 7,031 shares 7,031 $74.9K 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $74.3K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $73.6K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 52 shares; 2026Q1: 27 shares; 2026Q2: 23 shares 23 $73.5K <0.01% -4 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,421 shares; 2025Q4: 129,682 shares; 2026Q1: 1,768 shares; 2026Q2: 1,446 shares 1,446 $73.3K <0.01% -322 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,245 shares; 2025Q4: 19,435 shares; 2026Q1: 12,400 shares; 2026Q2: 10,740 shares 10,740 $73.2K <0.01% -1,660 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 53 shares; 2026Q1: 53 shares; 2026Q2: 5,031 shares 5,031 $73K <0.01% +4,978 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,377 shares; 2024Q4: 15,772 shares; 2025Q1: 19,999 shares; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,445 shares; 2026Q2: 1,444 shares 1,444 $72.7K <0.01% -1 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 236 shares; 2026Q1: 228 shares; 2026Q2: 241 shares 241 $71.8K <0.01% +13 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 751 shares; 2026Q1: 709 shares; 2026Q2: 292 shares 292 $70.6K <0.01% -417 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 4,983 shares; 2025Q1: 9,987 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 2,852 shares; 2026Q1: 1,169 shares; 2026Q2: 1,170 shares 1,170 $70.4K <0.01% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 176 shares 176 $69.9K <0.01% +14 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,390 shares; 2026Q1: 1,682 shares; 2026Q2: 1,282 shares 1,282 $69.5K <0.01% -400 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: 202 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $68.3K <0.01% 0 Timeline IGM 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: 963 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 964 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $68.2K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,567 shares; 2025Q2: 804 shares; 2025Q3: 859 shares; 2025Q4: 1,504 shares; 2026Q1: 1,003 shares; 2026Q2: 743 shares 743 $66.8K <0.01% -260 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $66.7K <0.01% 0 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: 6,086 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 4,640 shares; 2026Q1: 2,535 shares; 2026Q2: 2,235 shares 2,235 $66.4K <0.01% -300 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: 182 shares; 2025Q2: 331 shares; 2025Q3: 369 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 423 shares 423 $66.2K <0.01% +82 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $65.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 173 shares; 2026Q2: 177 shares 177 $65.6K <0.01% +4 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $65.5K <0.01% 0 Timeline IBAT 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: 790 shares; 2026Q2: 1,450 shares 1,450 $65.3K <0.01% +660 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 810 shares; 2025Q3: 698 shares; 2025Q4: 699 shares; 2026Q1: 797 shares; 2026Q2: 698 shares 698 $65.3K <0.01% -99 Timeline IYK 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: 1,759 shares; 2025Q2: 882 shares; 2025Q3: 885 shares; 2025Q4: 1,779 shares; 2026Q1: 892 shares; 2026Q2: 890 shares 890 $64.6K <0.01% -2 Timeline IYLD 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: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $64.6K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $63.4K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,141 shares; 2024Q4: 5,841 shares; 2025Q1: 5,259 shares; 2025Q2: 1,627 shares; 2025Q3: 1,427 shares; 2025Q4: 2,130 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $62.2K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 4,500 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $61.8K <0.01% 0 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: 442 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 537 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $59.5K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 309 shares; 2026Q1: 1,837 shares; 2026Q2: 1,852 shares 1,852 $58.5K <0.01% +15 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,494 shares; 2026Q1: 1,495 shares; 2026Q2: 1,496 shares 1,496 $58.1K <0.01% +1 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: 187 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 585 shares 585 $58.1K <0.01% +270 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,316 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 1,386 shares; 2026Q1: 1,199 shares; 2026Q2: 1,209 shares 1,209 $58K <0.01% +10 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 511 shares 511 $57.8K <0.01% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,164 shares; 2025Q1: 304,673 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 3,062 shares; 2026Q1: 1,531 shares; 2026Q2: 1,531 shares 1,531 $56.6K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 646 shares 646 $56.2K <0.01% +14 Timeline PJP 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: 868 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 463 shares; 2026Q1: 464 shares; 2026Q2: 465 shares 465 $55.1K <0.01% +1 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $54.7K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: 503 shares; 2025Q3: 509 shares; 2025Q4: 582 shares; 2026Q1: 823 shares; 2026Q2: 799 shares 799 $54.6K <0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 590 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $53.9K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 704 shares; 2025Q3: 708 shares; 2025Q4: 713 shares; 2026Q1: 1,216 shares; 2026Q2: 1,220 shares 1,220 $53.7K <0.01% +4 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 604 shares 604 $53.7K <0.01% +95 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $53.2K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $53.1K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 118 shares 118 $52.6K <0.01% +38 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,645 shares 1,645 $52.6K <0.01% +20 Timeline IOO 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: 156 shares; 2025Q2: 156 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $52.5K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,156 shares; 2025Q3: 2,663 shares; 2025Q4: 2,691 shares; 2026Q1: 2,717 shares; 2026Q2: 2,741 shares 2,741 $52.4K <0.01% +24 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $52.3K <0.01% 0 Timeline IGSB 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: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $52.3K <0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares; 2026Q2: 920 shares 920 $52.2K <0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $51.7K <0.01% 0 Timeline BIV 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: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 500 shares; 2026Q1: 668 shares; 2026Q2: 673 shares 673 $51.6K <0.01% +5 Timeline IJJ 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: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 340 shares 340 $50.2K <0.01% -148 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 1,137 shares; 2026Q2: 1,437 shares 1,437 $50K <0.01% +300 Timeline SCIO 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: 510 shares; 2025Q3: 7,247 shares; 2025Q4: 10,022 shares; 2026Q1: 2,408 shares; 2026Q2: 2,408 shares 2,408 $49.8K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 69 shares; 2026Q1: 286 shares; 2026Q2: 288 shares 288 $48.8K <0.01% +2 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 100 shares; 2026Q2: 176 shares 176 $48.6K <0.01% +76 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 388 shares 388 $48.2K <0.01% +291 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,095 shares; 2025Q3: 1,066 shares; 2025Q4: 1,068 shares; 2026Q1: 1,096 shares; 2026Q2: 889 shares 889 $48.2K <0.01% -207 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 959 shares 959 $47.3K <0.01% +352 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 606 shares 606 $46.4K <0.01% +2 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: 163 shares; 2025Q2: 164 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 279 shares; 2026Q2: 179 shares 179 $45.6K <0.01% -100 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 4,400 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $45.5K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 522 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $45.4K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 203 shares 203 $45.2K <0.01% +126 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $44.6K <0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 873 shares; 2026Q2: 881 shares 881 $44.6K <0.01% +8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 240 shares; 2026Q2: 480 shares 480 $44K <0.01% +240 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 404 shares; 2026Q1: 405 shares; 2026Q2: 406 shares 406 $43.8K <0.01% +1 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: 836 shares; 2025Q2: 555 shares; 2025Q3: 510 shares; 2025Q4: 478 shares; 2026Q1: 484 shares; 2026Q2: 491 shares 491 $43.5K <0.01% +7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $42.5K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $42.5K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 212 shares; 2026Q2: 252 shares 252 $42.3K <0.01% +40 Timeline SPYD 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: 603 shares; 2025Q2: 195 shares; 2025Q3: 863 shares; 2025Q4: 872 shares; 2026Q1: 879 shares; 2026Q2: 887 shares 887 $42.3K <0.01% +8 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 760 shares; 2025Q4: 804 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $42.3K <0.01% 0 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: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 901 shares 901 $41.9K <0.01% -50 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 550 shares; 2025Q4: 976 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $41.6K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 469 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $41.2K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 238 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $41K <0.01% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $40.6K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 756 shares; 2026Q1: 981 shares; 2026Q2: 1,694 shares 1,694 $40.6K <0.01% +713 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 215 shares; 2026Q1: 108 shares; 2026Q2: 118 shares 118 $40.1K <0.01% +10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 57 shares 57 $40K <0.01% +30 Timeline IJS 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: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 290 shares 290 $39.6K <0.01% -682 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $39.4K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 446 shares; 2025Q3: 225 shares; 2025Q4: 237 shares; 2026Q1: 171 shares; 2026Q2: 108 shares 108 $39.1K <0.01% -63 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: 70 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 174 shares 174 $38.9K <0.01% +134 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $38.2K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $38K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 538 shares 538 $37.9K <0.01% +37 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $37.4K <0.01% 0 Timeline CATH 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: 872 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 842 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $37.3K <0.01% 0 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: 43,189 shares; 2024Q4: 40,102 shares; 2025Q1: 82,553 shares; 2025Q2: 8,015 shares; 2025Q3: 242 shares; 2025Q4: 1,225 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $37.2K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 235 shares 235 $36.8K <0.01% +28 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $36.8K <0.01% 0 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: 237 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 346 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $36.7K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $36.7K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $36.6K <0.01% 0 Timeline XHE 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: 1,029 shares; 2025Q2: 531 shares; 2025Q3: 498 shares; 2025Q4: 499 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $36.5K <0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $36.4K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 23 shares; 2025Q4: 76 shares; 2026Q1: 73 shares; 2026Q2: 65 shares 65 $36.4K <0.01% -8 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 129 shares; 2026Q1: 384 shares; 2026Q2: 242 shares 242 $36.4K <0.01% -142 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $36.4K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 398 shares 398 $36.3K <0.01% +26 Timeline IFRA 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: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 575 shares 575 $36.2K <0.01% +435 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $36.2K <0.01% new Timeline AOR 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: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 632 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $36.2K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 155 shares; 2026Q2: 161 shares 161 $36K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 353 shares; 2025Q4: 357 shares; 2026Q1: 359 shares; 2026Q2: 364 shares 364 $35.7K <0.01% +5 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,448 shares 1,448 $35.5K <0.01% +36 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: 472 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 328 shares; 2026Q2: 329 shares 329 $35.4K <0.01% +1 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 175 shares; 2026Q2: 176 shares 176 $35.3K <0.01% +1 Timeline SCZ 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: 429 shares 429 $35.3K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $35.2K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 227 shares; 2026Q1: 229 shares; 2026Q2: 230 shares 230 $35.1K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $34.9K <0.01% 0 Timeline MDAI SPECTRAL AI INC More: the full row for SPECTRAL AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 20,010 shares 20,010 $34.6K <0.01% +6,010 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 1,906 shares; 2025Q3: 1,917 shares; 2025Q4: 2,036 shares; 2026Q1: 1,940 shares; 2026Q2: 1,952 shares 1,952 $34.6K <0.01% +12 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: not reported; 2025Q1: 565 shares; 2025Q2: 240 shares; 2025Q3: 241 shares; 2025Q4: 326 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $34.5K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $34K <0.01% 0 Timeline IYH 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: 1,410 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,181 shares; 2026Q2: 506 shares 506 $33.9K <0.01% -675 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $33.8K <0.01% 0 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: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $33.8K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 40 shares; 2026Q1: 120 shares; 2026Q2: 99 shares 99 $33.1K <0.01% -21 Timeline AOK 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: 1,592 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $33.1K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,606 shares; 2025Q2: 1,309 shares; 2025Q3: 1,349 shares; 2025Q4: 1,191 shares; 2026Q1: 972 shares; 2026Q2: 762 shares 762 $32.9K <0.01% -210 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 1,196 shares; 2026Q1: 5,196 shares; 2026Q2: 5,000 shares 5,000 $32.9K <0.01% -196 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $32.9K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 563 shares; 2025Q3: 430 shares; 2025Q4: 416 shares; 2026Q1: 606 shares; 2026Q2: 394 shares 394 $32.6K <0.01% -212 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 385 shares 385 $32.6K <0.01% +5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 254 shares; 2025Q3: 262 shares; 2025Q4: 215 shares; 2026Q1: 214 shares; 2026Q2: 226 shares 226 $32.3K <0.01% +12 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; 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: 91 shares; 2026Q1: 91 shares; 2026Q2: 352 shares 352 $32.1K <0.01% +261 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: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $31.8K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $31.4K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,341 shares; 2025Q2: 2,388 shares; 2025Q3: 2,436 shares; 2025Q4: 2,494 shares; 2026Q1: 2,523 shares; 2026Q2: 2,569 shares 2,569 $31.1K <0.01% +46 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 268 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $30.6K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 723 shares; 2025Q3: 423 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 342 shares 342 $30.4K <0.01% -50 Timeline VALE VALE S A More: the full row for VALE 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: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $30.1K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 500 shares; 2025Q3: 400 shares; 2025Q4: 473 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $29.9K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $29.5K <0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 3,537 shares; 2026Q2: 3,537 shares 3,537 $29.3K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $29.3K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 459 shares; 2026Q1: 249 shares; 2026Q2: 228 shares 228 $28.4K <0.01% -21 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,155 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 3,022 shares; 2026Q2: 1,018 shares 1,018 $28.2K <0.01% -2,004 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 4,318 shares; 2026Q1: 2,279 shares; 2026Q2: 2,279 shares 2,279 $28.2K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 186 shares; 2026Q1: 196 shares; 2026Q2: 253 shares 253 $27.9K <0.01% +57 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: 2,900 shares; 2025Q2: 3,000 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 2,528 shares; 2026Q2: 2,557 shares 2,557 $27.9K <0.01% +29 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $27.6K <0.01% 0 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: 30 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 60 shares 60 $27.5K <0.01% -5 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 1,701 shares; 2025Q3: 1,115 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $27.5K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 353 shares; 2026Q2: 355 shares 355 $27.5K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $27.4K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 574 shares 574 $27.3K <0.01% +257 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: not reported; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 276 shares; 2026Q1: 60 shares; 2026Q2: 80 shares 80 $27.3K <0.01% +20 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $27.2K <0.01% 0 Timeline IYE 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: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,276 shares; 2026Q2: 476 shares 476 $26.9K <0.01% -800 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $26.9K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 400 shares 400 $26.3K <0.01% +320 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $26K <0.01% 0 Timeline BUFT 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: 2,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $25.9K <0.01% 0 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $25.9K <0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $25.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $25.3K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 611 shares 611 $25.2K <0.01% +364 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 300 shares; 2026Q2: 300 shares 300 $25K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 131 shares 131 $25K <0.01% +81 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $24.6K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 309 shares 309 $24.4K <0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $24.3K <0.01% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $24.2K <0.01% 0 Timeline IMCV 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: 515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $24K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $23.9K <0.01% new Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 459 shares; 2025Q3: 708 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 1,196 shares 1,196 $23.8K <0.01% +300 Timeline OKLO OKLO INC More: the full row for OKLO 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: 40 shares; 2025Q4: 40 shares; 2026Q1: 440 shares; 2026Q2: 450 shares 450 $23.5K <0.01% +10 Timeline PZA 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $23.5K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $22.8K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares; 2026Q2: 296 shares 296 $22.8K <0.01% +1 Timeline