NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,899 shares; 2024Q4: 257,545 shares; 2025Q1: 259,096 shares; 2025Q2: 270,890 shares; 2025Q3: 265,295 shares; 2025Q4: 270,276 shares; 2026Q1: 240,369 shares; 2026Q2: 244,058 shares 244,058 $48.8M 6.04% +3,689 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,588 shares; 2024Q4: 31,034 shares; 2025Q1: 38,266 shares; 2025Q2: 44,600 shares; 2025Q3: 45,182 shares; 2025Q4: 48,217 shares; 2026Q1: 47,850 shares; 2026Q2: 46,477 shares 46,477 $30.5M 3.77% -1,373 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: 75,166 shares; 2024Q4: 76,863 shares; 2025Q1: 83,250 shares; 2025Q2: 82,912 shares; 2025Q3: 84,941 shares; 2025Q4: 97,716 shares; 2026Q1: 105,500 shares; 2026Q2: 111,890 shares 111,890 $26.7M 3.3% +6,390 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: not reported; 2024Q4: 81,096 shares; 2025Q1: 81,566 shares; 2025Q2: 79,336 shares; 2025Q3: 83,611 shares; 2025Q4: 94,008 shares; 2026Q1: 89,477 shares; 2026Q2: 92,138 shares 92,138 $26.7M 3.3% +2,661 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: 19,887 shares; 2024Q4: 21,258 shares; 2025Q1: 25,890 shares; 2025Q2: 27,298 shares; 2025Q3: 27,589 shares; 2025Q4: 29,346 shares; 2026Q1: 34,276 shares; 2026Q2: 34,880 shares 34,880 $26.6M 3.29% +604 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: 14,344 shares; 2024Q4: 15,565 shares; 2025Q1: 20,235 shares; 2025Q2: 23,507 shares; 2025Q3: 23,530 shares; 2025Q4: 26,423 shares; 2026Q1: 27,685 shares; 2026Q2: 28,155 shares 28,155 $20.7M 2.57% +470 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: 6,002 shares; 2025Q1: 19,499 shares; 2025Q2: 48,489 shares; 2025Q3: 52,053 shares; 2025Q4: 54,186 shares; 2026Q1: 60,533 shares; 2026Q2: 64,995 shares 64,995 $19.4M 2.4% +4,462 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: 27,809 shares; 2024Q4: 30,072 shares; 2025Q1: 40,427 shares; 2025Q2: 43,855 shares; 2025Q3: 46,655 shares; 2025Q4: 49,939 shares; 2026Q1: 44,917 shares; 2026Q2: 48,869 shares 48,869 $18.5M 2.28% +3,952 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: 28,179 shares; 2024Q4: 31,255 shares; 2025Q1: 39,295 shares; 2025Q2: 41,068 shares; 2025Q3: 56,500 shares; 2025Q4: 60,739 shares; 2026Q1: 50,699 shares; 2026Q2: 52,004 shares 52,004 $18.4M 2.27% +1,305 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: 29,954 shares; 2024Q4: 30,431 shares; 2025Q1: 33,004 shares; 2025Q2: 33,916 shares; 2025Q3: 34,839 shares; 2025Q4: 36,339 shares; 2026Q1: 41,874 shares; 2026Q2: 44,096 shares 44,096 $16.4M 2.04% +2,222 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: 11,333 shares; 2024Q4: 13,516 shares; 2025Q1: 17,253 shares; 2025Q2: 18,318 shares; 2025Q3: 23,868 shares; 2025Q4: 23,653 shares; 2026Q1: 24,910 shares; 2026Q2: 28,876 shares 28,876 $16.3M 2.01% +3,966 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: 13,861 shares; 2024Q4: 13,432 shares; 2025Q1: 5,019 shares; 2025Q2: 4,810 shares; 2025Q3: 4,911 shares; 2025Q4: 4,534 shares; 2026Q1: 9,572 shares; 2026Q2: 13,559 shares 13,559 $15.7M 1.94% +3,987 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,640 shares; 2024Q4: 53,666 shares; 2025Q1: 73,075 shares; 2025Q2: 85,375 shares; 2025Q3: 89,476 shares; 2025Q4: 99,153 shares; 2026Q1: 101,862 shares; 2026Q2: 103,630 shares 103,630 $15M 1.85% +1,768 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: 9,599 shares; 2024Q4: 14,297 shares; 2025Q1: 25,426 shares; 2025Q2: 32,905 shares; 2025Q3: 34,386 shares; 2025Q4: 76,097 shares; 2026Q1: 77,614 shares; 2026Q2: 77,532 shares 77,532 $14.8M 1.83% -82 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: 9,011 shares; 2024Q4: 10,115 shares; 2025Q1: 13,044 shares; 2025Q2: 14,799 shares; 2025Q3: 15,270 shares; 2025Q4: 17,328 shares; 2026Q1: 18,087 shares; 2026Q2: 18,831 shares 18,831 $14.1M 1.74% +744 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: 10,205 shares; 2024Q4: 12,017 shares; 2025Q1: 15,724 shares; 2025Q2: 17,406 shares; 2025Q3: 17,712 shares; 2025Q4: 19,616 shares; 2026Q1: 22,299 shares; 2026Q2: 138,246 shares 138,246 $11.9M 1.47% +115,947 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: 37,101 shares; 2024Q4: 44,735 shares; 2025Q1: 26,767 shares; 2025Q2: 29,434 shares; 2025Q3: 31,032 shares; 2025Q4: 14,881 shares; 2026Q1: 26,487 shares; 2026Q2: 19,845 shares 19,845 $11.5M 1.43% -6,642 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: 4,249 shares; 2025Q1: 11,089 shares; 2025Q2: 20,141 shares; 2025Q3: 24,500 shares; 2025Q4: 31,022 shares; 2026Q1: 41,718 shares; 2026Q2: 43,720 shares 43,720 $11.1M 1.38% +2,002 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: 24,370 shares; 2024Q4: 21,316 shares; 2025Q1: 26,037 shares; 2025Q2: 31,426 shares; 2025Q3: 24,072 shares; 2025Q4: 26,063 shares; 2026Q1: 24,814 shares; 2026Q2: 26,354 shares 26,354 $11.1M 1.37% +1,540 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: 84,942 shares; 2024Q4: 80,684 shares; 2025Q1: 82,675 shares; 2025Q2: 113,208 shares; 2025Q3: 95,649 shares; 2025Q4: 82,186 shares; 2026Q1: 89,462 shares; 2026Q2: 87,942 shares 87,942 $10.3M 1.27% -1,520 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: 11,579 shares; 2024Q4: 14,141 shares; 2025Q1: 20,954 shares; 2025Q2: 24,675 shares; 2025Q3: 26,109 shares; 2025Q4: 29,181 shares; 2026Q1: 30,962 shares; 2026Q2: 32,220 shares 32,220 $9.87M 1.22% +1,258 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: 4,773 shares; 2024Q4: 5,201 shares; 2025Q1: 27,705 shares; 2025Q2: 362,310 shares; 2025Q3: 64,947 shares; 2025Q4: 79,415 shares; 2026Q1: 115,523 shares; 2026Q2: 184,879 shares 184,879 $9.35M 1.16% +69,356 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: 11,147 shares; 2024Q4: 13,754 shares; 2025Q1: 21,402 shares; 2025Q2: 25,292 shares; 2025Q3: 26,212 shares; 2025Q4: 26,984 shares; 2026Q1: 25,974 shares; 2026Q2: 24,547 shares 24,547 $8.98M 1.11% -1,427 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: 4,940 shares; 2024Q4: 13,147 shares; 2025Q1: 28,754 shares; 2025Q2: 35,540 shares; 2025Q3: 35,995 shares; 2025Q4: 42,377 shares; 2026Q1: 58,215 shares; 2026Q2: 59,029 shares 59,029 $8.65M 1.07% +814 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 220 shares; 2026Q1: 83,671 shares; 2026Q2: 80,305 shares 80,305 $7.28M 0.9% -3,366 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: 37,491 shares; 2024Q4: 43,110 shares; 2025Q1: 53,493 shares; 2025Q2: 57,610 shares; 2025Q3: 56,797 shares; 2025Q4: 56,395 shares; 2026Q1: 54,357 shares; 2026Q2: 52,921 shares 52,921 $7.23M 0.89% -1,436 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: 431 shares; 2024Q4: 447 shares; 2025Q1: 1,439 shares; 2025Q2: 1,395 shares; 2025Q3: 1,617 shares; 2025Q4: 1,889 shares; 2026Q1: 4,166 shares; 2026Q2: 6,089 shares 6,089 $7.15M 0.89% +1,923 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: 88,535 shares; 2024Q4: 102,479 shares; 2025Q1: 153,794 shares; 2025Q2: 130,145 shares; 2025Q3: 120,644 shares; 2025Q4: 119,884 shares; 2026Q1: 118,016 shares; 2026Q2: 115,491 shares 115,491 $7.1M 0.88% -2,525 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: 13,659 shares; 2024Q4: 26,166 shares; 2025Q1: 46,546 shares; 2025Q2: 52,141 shares; 2025Q3: 58,535 shares; 2025Q4: 90,145 shares; 2026Q1: 22,938 shares; 2026Q2: 19,214 shares 19,214 $6.81M 0.84% -3,724 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 4,362 shares; 2025Q4: 43,211 shares; 2026Q1: 70,427 shares; 2026Q2: 68,048 shares 68,048 $6.77M 0.84% -2,379 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: 4,935 shares; 2024Q4: 5,310 shares; 2025Q1: 6,147 shares; 2025Q2: 6,951 shares; 2025Q3: 10,355 shares; 2025Q4: 6,077 shares; 2026Q1: 5,184 shares; 2026Q2: 5,038 shares 5,038 $6.04M 0.75% -146 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: 4,290 shares; 2024Q4: 4,481 shares; 2025Q1: 4,422 shares; 2025Q2: 26,240 shares; 2025Q3: 40,966 shares; 2025Q4: 48,592 shares; 2026Q1: 50,476 shares; 2026Q2: 50,750 shares 50,750 $5.96M 0.74% +274 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: not reported; 2024Q4: 1,923 shares; 2025Q1: 3,126 shares; 2025Q2: 5,072 shares; 2025Q3: 6,432 shares; 2025Q4: 9,340 shares; 2026Q1: 10,275 shares; 2026Q2: 11,506 shares 11,506 $5.76M 0.71% +1,231 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,264 shares; 2024Q4: 374,852 shares; 2025Q1: 533,380 shares; 2025Q2: 379,437 shares; 2025Q3: 327,275 shares; 2025Q4: 307,442 shares; 2026Q1: 305,009 shares; 2026Q2: 303,521 shares 303,521 $5.59M 0.69% -1,488 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: 2,127 shares; 2024Q4: 2,207 shares; 2025Q1: 3,715 shares; 2025Q2: 5,628 shares; 2025Q3: 5,887 shares; 2025Q4: 92,223 shares; 2026Q1: 61,912 shares; 2026Q2: 77,657 shares 77,657 $5.54M 0.69% +15,745 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: 14,342 shares; 2024Q4: 12,721 shares; 2025Q1: 13,112 shares; 2025Q2: 13,856 shares; 2025Q3: 13,441 shares; 2025Q4: 16,137 shares; 2026Q1: 14,766 shares; 2026Q2: 15,511 shares 15,511 $5.54M 0.69% +745 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: 292 shares; 2024Q4: 356 shares; 2025Q1: 1,936 shares; 2025Q2: 3,819 shares; 2025Q3: 5,876 shares; 2025Q4: 44,655 shares; 2026Q1: 31,269 shares; 2026Q2: 55,807 shares 55,807 $5.54M 0.69% +24,538 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: 21,004 shares; 2024Q4: 5,793 shares; 2025Q1: 20,950 shares; 2025Q2: 17,735 shares; 2025Q3: 36,946 shares; 2025Q4: 51,875 shares; 2026Q1: 64,572 shares; 2026Q2: 76,193 shares 76,193 $5.5M 0.68% +11,621 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: 1,173 shares; 2025Q1: 9,407 shares; 2025Q2: 11,795 shares; 2025Q3: 12,956 shares; 2025Q4: 14,303 shares; 2026Q1: 14,997 shares; 2026Q2: 14,699 shares 14,699 $5.49M 0.68% -298 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 6,560 shares; 2025Q1: 9,348 shares; 2025Q2: 16,916 shares; 2025Q3: 19,762 shares; 2025Q4: 24,364 shares; 2026Q1: 25,962 shares; 2026Q2: 22,318 shares 22,318 $5.47M 0.68% -3,644 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: 31,030 shares; 2024Q4: 40,233 shares; 2025Q1: 51,051 shares; 2025Q2: 56,176 shares; 2025Q3: 48,786 shares; 2025Q4: 49,180 shares; 2026Q1: 47,920 shares; 2026Q2: 48,065 shares 48,065 $5.44M 0.67% +145 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,335 shares 73,335 $5.42M 0.67% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,912 shares; 2025Q1: 2,102 shares; 2025Q2: 2,785 shares; 2025Q3: 10,093 shares; 2025Q4: 13,122 shares; 2026Q1: 16,893 shares; 2026Q2: 19,126 shares 19,126 $5.38M 0.67% +2,233 Timeline XYLD 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: 138,819 shares; 2024Q4: 155,868 shares; 2025Q1: 221,627 shares; 2025Q2: 174,770 shares; 2025Q3: 147,391 shares; 2025Q4: 134,200 shares; 2026Q1: 132,201 shares; 2026Q2: 130,376 shares 130,376 $5.32M 0.66% -1,825 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: 10,980 shares; 2024Q4: 22,800 shares; 2025Q1: 20,036 shares; 2025Q2: 74,122 shares; 2025Q3: 87,102 shares; 2025Q4: 26,571 shares; 2026Q1: 58,828 shares; 2026Q2: 69,570 shares 69,570 $5.01M 0.62% +10,742 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 3,224 shares; 2025Q4: 38,451 shares; 2026Q1: 27,662 shares; 2026Q2: 17,936 shares 17,936 $4.95M 0.61% -9,726 Timeline SPYI 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: 27,122 shares; 2024Q4: 40,574 shares; 2025Q1: 56,156 shares; 2025Q2: 60,639 shares; 2025Q3: 62,996 shares; 2025Q4: 77,660 shares; 2026Q1: 79,695 shares; 2026Q2: 82,075 shares 82,075 $4.36M 0.54% +2,380 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: 11,307 shares; 2024Q4: 12,510 shares; 2025Q1: 27,425 shares; 2025Q2: 37,670 shares; 2025Q3: 44,985 shares; 2025Q4: 61,708 shares; 2026Q1: 65,462 shares; 2026Q2: 68,557 shares 68,557 $3.89M 0.48% +3,095 Timeline KQQQ KURV ETF TR More: the full row for KURV 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: 16,893 shares; 2026Q1: 109,878 shares; 2026Q2: 122,939 shares 122,939 $3.73M 0.46% +13,061 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: 7,059 shares; 2024Q4: 7,750 shares; 2025Q1: 9,398 shares; 2025Q2: 8,361 shares; 2025Q3: 8,005 shares; 2025Q4: 7,755 shares; 2026Q1: 7,920 shares; 2026Q2: 10,539 shares 10,539 $3.72M 0.46% +2,619 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: 4,986 shares; 2025Q1: 5,808 shares; 2025Q2: 6,803 shares; 2025Q3: 77,153 shares; 2025Q4: 74,103 shares; 2026Q1: 3,532 shares; 2026Q2: 26,589 shares 26,589 $3.71M 0.46% +23,057 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: 75,089 shares; 2024Q4: 78,960 shares; 2025Q1: 83,450 shares; 2025Q2: 72,310 shares; 2025Q3: 67,080 shares; 2025Q4: 66,019 shares; 2026Q1: 66,086 shares; 2026Q2: 65,652 shares 65,652 $3.71M 0.46% -434 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: 4,429 shares; 2024Q4: 4,389 shares; 2025Q1: 4,182 shares; 2025Q2: 4,488 shares; 2025Q3: 4,091 shares; 2025Q4: 4,980 shares; 2026Q1: 4,819 shares; 2026Q2: 4,884 shares 4,884 $3.65M 0.45% +65 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: 3,579 shares; 2024Q4: 4,242 shares; 2025Q1: 4,377 shares; 2025Q2: 6,689 shares; 2025Q3: 3,925 shares; 2025Q4: 3,831 shares; 2026Q1: 3,870 shares; 2026Q2: 3,725 shares 3,725 $3.48M 0.43% -145 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 631 shares; 2025Q1: 1,531 shares; 2025Q2: 3,083 shares; 2025Q3: 1,785 shares; 2025Q4: 3,127 shares; 2026Q1: 14,292 shares; 2026Q2: 23,820 shares 23,820 $3.48M 0.43% +9,528 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 32 shares; 2026Q2: 1,528 shares 1,528 $3.47M 0.43% +1,496 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: 6,285 shares; 2024Q4: 16,566 shares; 2025Q1: 19,437 shares; 2025Q2: 1,637 shares; 2025Q3: 1,231 shares; 2025Q4: 991 shares; 2026Q1: 898 shares; 2026Q2: 7,768 shares 7,768 $3.35M 0.41% +6,870 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: 7,412 shares; 2024Q4: 7,866 shares; 2025Q1: 7,571 shares; 2025Q2: 7,182 shares; 2025Q3: 7,085 shares; 2025Q4: 6,832 shares; 2026Q1: 6,724 shares; 2026Q2: 26,935 shares 26,935 $3.34M 0.41% +20,211 Timeline SDIV 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: 84,100 shares; 2024Q4: 102,608 shares; 2025Q1: 123,977 shares; 2025Q2: 129,172 shares; 2025Q3: 133,511 shares; 2025Q4: 135,672 shares; 2026Q1: 137,181 shares; 2026Q2: 135,085 shares 135,085 $3.3M 0.41% -2,096 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: 2,489 shares; 2024Q4: 2,579 shares; 2025Q1: 2,173 shares; 2025Q2: 2,123 shares; 2025Q3: 2,110 shares; 2025Q4: 4,366 shares; 2026Q1: 8,356 shares; 2026Q2: 11,899 shares 11,899 $3.22M 0.4% +3,543 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: 16,468 shares; 2024Q4: 26,708 shares; 2025Q1: 36,181 shares; 2025Q2: 37,873 shares; 2025Q3: 36,239 shares; 2025Q4: 37,667 shares; 2026Q1: 37,453 shares; 2026Q2: 37,899 shares 37,899 $3.08M 0.38% +446 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: 7,276 shares; 2025Q1: 6,641 shares; 2025Q2: 6,596 shares; 2025Q3: 6,379 shares; 2025Q4: 8,450 shares; 2026Q1: 8,686 shares; 2026Q2: 8,984 shares 8,984 $3.06M 0.38% +298 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: 552 shares; 2024Q4: 698 shares; 2025Q1: 703 shares; 2025Q2: 5,485 shares; 2025Q3: 863 shares; 2025Q4: 893 shares; 2026Q1: 6,434 shares; 2026Q2: 11,862 shares 11,862 $2.95M 0.36% +5,428 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: 8,168 shares; 2024Q4: 8,247 shares; 2025Q1: 9,960 shares; 2025Q2: 9,887 shares; 2025Q3: 9,668 shares; 2025Q4: 10,173 shares; 2026Q1: 9,417 shares; 2026Q2: 33,510 shares 33,510 $2.94M 0.36% +24,093 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 6,200 shares; 2025Q1: 6,830 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares; 2025Q4: 7,715 shares; 2026Q1: 7,607 shares; 2026Q2: 5,805 shares 5,805 $2.8M 0.35% -1,802 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: 20,911 shares; 2025Q2: 46,028 shares; 2025Q3: 55,851 shares; 2025Q4: 56,382 shares; 2026Q1: 55,248 shares; 2026Q2: 58,013 shares 58,013 $2.76M 0.34% +2,765 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,565 shares; 2025Q1: 50,428 shares; 2025Q2: 56,479 shares; 2025Q3: 78,903 shares; 2025Q4: 96,947 shares; 2026Q1: 110,013 shares; 2026Q2: 119,071 shares 119,071 $2.66M 0.33% +9,058 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,992 shares; 2024Q4: 6,302 shares; 2025Q1: 9,878 shares; 2025Q2: 16,494 shares; 2025Q3: 11,272 shares; 2025Q4: 9,486 shares; 2026Q1: 9,953 shares; 2026Q2: 22,949 shares 22,949 $2.62M 0.32% +12,996 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: 5,484 shares; 2024Q4: 5,919 shares; 2025Q1: 5,904 shares; 2025Q2: 9,323 shares; 2025Q3: 5,856 shares; 2025Q4: 8,883 shares; 2026Q1: 3,953 shares; 2026Q2: 7,919 shares 7,919 $2.59M 0.32% +3,966 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: 13,759 shares; 2025Q4: 2,631 shares; 2026Q1: 2,719 shares; 2026Q2: 8,305 shares 8,305 $2.51M 0.31% +5,586 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,220 shares; 2025Q1: 758 shares; 2025Q2: 6,399 shares; 2025Q3: 7,762 shares; 2025Q4: 8,085 shares; 2026Q1: 6,435 shares; 2026Q2: 6,007 shares 6,007 $2.5M 0.31% -428 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 21,455 shares; 2025Q2: 33,512 shares; 2025Q3: 8,445 shares; 2025Q4: 8,358 shares; 2026Q1: 11,451 shares; 2026Q2: 14,371 shares 14,371 $2.44M 0.3% +2,920 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,182 shares; 2024Q4: 94,117 shares; 2025Q1: 103,783 shares; 2025Q2: 98,109 shares; 2025Q3: 98,884 shares; 2025Q4: 103,750 shares; 2026Q1: 105,459 shares; 2026Q2: 106,418 shares 106,418 $2.43M 0.3% +959 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 10,920 shares; 2025Q1: 10,278 shares; 2025Q2: 9,643 shares; 2025Q3: 9,674 shares; 2025Q4: 8,613 shares; 2026Q1: 8,735 shares; 2026Q2: 9,066 shares 9,066 $2.28M 0.28% +331 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: 1,137 shares; 2025Q1: 1,117 shares; 2025Q2: 4,769 shares; 2025Q3: 642 shares; 2025Q4: 921 shares; 2026Q1: 3,545 shares; 2026Q2: 4,714 shares 4,714 $2.25M 0.28% +1,169 Timeline RYLD 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: 127,564 shares; 2024Q4: 169,278 shares; 2025Q1: 197,463 shares; 2025Q2: 143,028 shares; 2025Q3: 135,990 shares; 2025Q4: 138,696 shares; 2026Q1: 137,381 shares; 2026Q2: 135,883 shares 135,883 $2.17M 0.27% -1,498 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: 18,276 shares; 2024Q4: 17,392 shares; 2025Q1: 16,454 shares; 2025Q2: 18,421 shares; 2025Q3: 17,845 shares; 2025Q4: 22,224 shares; 2026Q1: 15,608 shares; 2026Q2: 15,877 shares 15,877 $2.17M 0.27% +269 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,748 shares; 2024Q4: 74,319 shares; 2025Q1: 92,079 shares; 2025Q2: 89,624 shares; 2025Q3: 95,434 shares; 2025Q4: 102,284 shares; 2026Q1: 103,367 shares; 2026Q2: 104,145 shares 104,145 $2.14M 0.27% +778 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: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 588 shares; 2025Q4: 593 shares; 2026Q1: 4,902 shares; 2026Q2: 4,727 shares 4,727 $2.11M 0.26% -175 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: not reported; 2025Q2: 19,384 shares; 2025Q3: 38,018 shares; 2025Q4: 49,517 shares; 2026Q1: 48,190 shares; 2026Q2: 47,283 shares 47,283 $2.08M 0.26% -907 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 38 shares; 2026Q1: 5,503 shares; 2026Q2: 5,416 shares 5,416 $2.03M 0.25% -87 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,465 shares 22,465 $2M 0.25% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,915 shares; 2025Q1: 5,901 shares; 2025Q2: 4,308 shares; 2025Q3: 2,015 shares; 2025Q4: 1,790 shares; 2026Q1: 4,453 shares; 2026Q2: 12,586 shares 12,586 $2M 0.25% +8,133 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: 47,237 shares; 2024Q4: 77,088 shares; 2025Q1: 29,725 shares; 2025Q2: 72,805 shares; 2025Q3: 65,538 shares; 2025Q4: 88,447 shares; 2026Q1: 95,876 shares; 2026Q2: 104,211 shares 104,211 $1.99M 0.25% +8,335 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,581 shares; 2025Q1: 2,657 shares; 2025Q2: 2,475 shares; 2025Q3: 2,327 shares; 2025Q4: 6,784 shares; 2026Q1: 7,319 shares; 2026Q2: 7,757 shares 7,757 $1.97M 0.24% +438 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: 19,678 shares; 2024Q4: 25,618 shares; 2025Q1: 27,132 shares; 2025Q2: 1,469 shares; 2025Q3: 17,688 shares; 2025Q4: 23,471 shares; 2026Q1: 1,293 shares; 2026Q2: 7,492 shares 7,492 $1.91M 0.24% +6,199 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 408 shares; 2025Q1: 106 shares; 2025Q2: 379 shares; 2025Q3: 376 shares; 2025Q4: 325 shares; 2026Q1: 1,132 shares; 2026Q2: 119,213 shares 119,213 $1.89M 0.23% +118,081 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,137 shares 18,137 $1.87M 0.23% new 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: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,688 shares; 2025Q2: 6,606 shares; 2025Q3: 4,555 shares; 2025Q4: 5,742 shares; 2026Q1: 7,674 shares; 2026Q2: 8,144 shares 8,144 $1.76M 0.22% +470 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: 7,295 shares; 2024Q4: 8,015 shares; 2025Q1: 9,685 shares; 2025Q2: 10,660 shares; 2025Q3: 1,083 shares; 2025Q4: 11,330 shares; 2026Q1: 11,474 shares; 2026Q2: 11,599 shares 11,599 $1.7M 0.21% +125 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 403 shares; 2025Q3: 350 shares; 2025Q4: 438 shares; 2026Q1: 1,190 shares; 2026Q2: 3,960 shares 3,960 $1.69M 0.21% +2,770 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,542 shares; 2024Q4: 75,067 shares; 2025Q1: 74,231 shares; 2025Q2: 58,618 shares; 2025Q3: 53,314 shares; 2025Q4: 46,458 shares; 2026Q1: 42,669 shares; 2026Q2: 40,636 shares 40,636 $1.68M 0.21% -2,033 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: 4,017 shares; 2024Q4: 3,276 shares; 2025Q1: 2,728 shares; 2025Q2: 2,864 shares; 2025Q3: 2,574 shares; 2025Q4: 3,006 shares; 2026Q1: 2,911 shares; 2026Q2: 13,054 shares 13,054 $1.68M 0.21% +10,143 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,747 shares 9,747 $1.67M 0.21% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 2,669 shares; 2025Q1: 2,845 shares; 2025Q2: 2,790 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 166 shares; 2026Q2: 835 shares 835 $1.66M 0.21% +669 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 38,838 shares; 2025Q4: 68,108 shares; 2026Q1: 74,179 shares; 2026Q2: 39,163 shares 39,163 $1.66M 0.21% -35,016 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,203 shares; 2025Q1: 4,528 shares; 2025Q2: 3,576 shares; 2025Q3: 3,642 shares; 2025Q4: 3,548 shares; 2026Q1: 3,478 shares; 2026Q2: 3,061 shares 3,061 $1.64M 0.2% -417 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,969 shares; 2025Q3: 115,583 shares; 2025Q4: 164,770 shares; 2026Q1: 52,621 shares; 2026Q2: 88,153 shares 88,153 $1.63M 0.2% +35,532 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: 107 shares; 2024Q4: 1,458 shares; 2025Q1: 1,724 shares; 2025Q2: 2,793 shares; 2025Q3: 6,076 shares; 2025Q4: 11,513 shares; 2026Q1: 11,375 shares; 2026Q2: 11,163 shares 11,163 $1.63M 0.2% -212 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,731 shares; 2025Q4: 19,203 shares; 2026Q1: 23,321 shares; 2026Q2: 25,821 shares 25,821 $1.53M 0.19% +2,500 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: 8,750 shares; 2025Q1: 250 shares; 2025Q2: 6,550 shares; 2025Q3: 11,250 shares; 2025Q4: 19,950 shares; 2026Q1: 250 shares; 2026Q2: 15,250 shares 15,250 $1.53M 0.19% +15,000 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: 5,831 shares; 2024Q4: 8,554 shares; 2025Q1: 9,127 shares; 2025Q2: 9,058 shares; 2025Q3: 9,527 shares; 2025Q4: 10,846 shares; 2026Q1: 10,640 shares; 2026Q2: 9,996 shares 9,996 $1.51M 0.19% -644 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: 3,863 shares; 2024Q4: 4,391 shares; 2025Q1: 4,330 shares; 2025Q2: 4,626 shares; 2025Q3: 672 shares; 2025Q4: 572 shares; 2026Q1: 1,346 shares; 2026Q2: 1,324 shares 1,324 $1.41M 0.17% -22 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,383 shares 29,383 $1.4M 0.17% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,612 shares; 2025Q2: 3,189 shares; 2025Q3: 10,501 shares; 2025Q4: 19,326 shares; 2026Q1: 22,472 shares; 2026Q2: 24,586 shares 24,586 $1.37M 0.17% +2,114 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: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 12,274 shares; 2026Q2: 17,840 shares 17,840 $1.36M 0.17% +5,566 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: 7,768 shares; 2024Q4: 8,636 shares; 2025Q1: 12,933 shares; 2025Q2: 19,896 shares; 2025Q3: 65,516 shares; 2025Q4: 50,348 shares; 2026Q1: 48,229 shares; 2026Q2: 40,573 shares 40,573 $1.35M 0.17% -7,656 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: 1,578 shares; 2024Q4: 1,471 shares; 2025Q1: 1,492 shares; 2025Q2: 1,625 shares; 2025Q3: 1,778 shares; 2025Q4: 2,702 shares; 2026Q1: 3,006 shares; 2026Q2: 3,576 shares 3,576 $1.32M 0.16% +570 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: not reported; 2024Q4: 2,803 shares; 2025Q1: 2,448 shares; 2025Q2: 2,710 shares; 2025Q3: 2,424 shares; 2025Q4: 2,284 shares; 2026Q1: 3,179 shares; 2026Q2: 3,891 shares 3,891 $1.32M 0.16% +712 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: 6,664 shares; 2024Q4: 5,298 shares; 2025Q1: 4,871 shares; 2025Q2: 4,828 shares; 2025Q3: 4,434 shares; 2025Q4: 4,196 shares; 2026Q1: 3,875 shares; 2026Q2: 3,785 shares 3,785 $1.29M 0.16% -90 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: 16,527 shares; 2024Q4: 20,407 shares; 2025Q1: 18,335 shares; 2025Q2: 19,467 shares; 2025Q3: 18,158 shares; 2025Q4: 27,409 shares; 2026Q1: 29,081 shares; 2026Q2: 29,560 shares 29,560 $1.25M 0.15% +479 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,195 shares; 2025Q3: 24,066 shares; 2025Q4: 34,611 shares; 2026Q1: 42,740 shares; 2026Q2: 47,681 shares 47,681 $1.22M 0.15% +4,941 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: 2,987 shares; 2024Q4: 2,772 shares; 2025Q1: 2,673 shares; 2025Q2: 2,642 shares; 2025Q3: 2,590 shares; 2025Q4: 5,431 shares; 2026Q1: 5,380 shares; 2026Q2: 5,364 shares 5,364 $1.2M 0.15% -16 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: 976 shares; 2024Q4: 976 shares; 2025Q1: 1,440 shares; 2025Q2: 3,229 shares; 2025Q3: 2,506 shares; 2025Q4: 1,999 shares; 2026Q1: 1,345 shares; 2026Q2: 1,156 shares 1,156 $1.17M 0.14% -189 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: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,662 shares; 2025Q4: 4,355 shares; 2026Q1: 3,242 shares; 2026Q2: 2,692 shares 2,692 $1.17M 0.14% -550 Timeline XSW 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: 7,854 shares; 2024Q4: 7,718 shares; 2025Q1: 7,975 shares; 2025Q2: 7,586 shares; 2025Q3: 7,512 shares; 2025Q4: 7,329 shares; 2026Q1: 7,071 shares; 2026Q2: 6,727 shares 6,727 $1.16M 0.14% -344 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 353 shares; 2025Q4: 5,333 shares; 2026Q1: 521 shares; 2026Q2: 5,523 shares 5,523 $1.15M 0.14% +5,002 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,188 shares; 2024Q4: 26,812 shares; 2025Q1: 23,713 shares; 2025Q2: 18,536 shares; 2025Q3: 17,854 shares; 2025Q4: 18,787 shares; 2026Q1: 18,825 shares; 2026Q2: 18,514 shares 18,514 $1.13M 0.14% -311 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: 10,012 shares; 2024Q4: 12,983 shares; 2025Q1: 12,663 shares; 2025Q2: 10,874 shares; 2025Q3: 10,349 shares; 2025Q4: 10,184 shares; 2026Q1: 14,097 shares; 2026Q2: 8,880 shares 8,880 $1.12M 0.14% -5,217 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: 2,045 shares; 2025Q1: 2,020 shares; 2025Q2: 1,558 shares; 2025Q3: 1,508 shares; 2025Q4: 1,435 shares; 2026Q1: 1,499 shares; 2026Q2: 1,544 shares 1,544 $1.12M 0.14% +45 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 365 shares; 2025Q1: 5,956 shares; 2025Q2: 7,531 shares; 2025Q3: 8,777 shares; 2025Q4: 8,549 shares; 2026Q1: 8,586 shares; 2026Q2: 5,369 shares 5,369 $1.11M 0.14% -3,217 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,708 shares; 2026Q2: 1,679 shares 1,679 $1.08M 0.13% -29 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: 302 shares; 2025Q1: 260 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 3,619 shares 3,619 $1.06M 0.13% +3,504 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: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 1,683 shares; 2025Q2: 2,401 shares; 2025Q3: 2,055 shares; 2025Q4: 3,390 shares; 2026Q1: 3,013 shares; 2026Q2: 3,081 shares 3,081 $1.06M 0.13% +68 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,710 shares; 2025Q4: 132,874 shares; 2026Q1: 204,972 shares; 2026Q2: 58,839 shares 58,839 $1.05M 0.13% -146,133 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: not reported; 2024Q4: 3,134 shares; 2025Q1: 2,883 shares; 2025Q2: 3,026 shares; 2025Q3: 3,197 shares; 2025Q4: 5,369 shares; 2026Q1: 7,785 shares; 2026Q2: 5,521 shares 5,521 $1.05M 0.13% -2,264 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,499 shares; 2024Q4: 22,518 shares; 2025Q1: 20,087 shares; 2025Q2: 25,420 shares; 2025Q3: 25,023 shares; 2025Q4: 15,579 shares; 2026Q1: 13,794 shares; 2026Q2: 13,347 shares 13,347 $1.01M 0.13% -447 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: 3,151 shares; 2024Q4: 2,929 shares; 2025Q1: 3,187 shares; 2025Q2: 2,817 shares; 2025Q3: 2,776 shares; 2025Q4: 2,504 shares; 2026Q1: 2,122 shares; 2026Q2: 1,935 shares 1,935 $1.01M 0.13% -187 Timeline IWMI 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: 672 shares; 2025Q2: 1,728 shares; 2025Q3: 3,018 shares; 2025Q4: 15,129 shares; 2026Q1: 16,460 shares; 2026Q2: 18,391 shares 18,391 $984K 0.12% +1,931 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: 1,560 shares; 2024Q4: 542 shares; 2025Q1: 3,407 shares; 2025Q2: 26,107 shares; 2025Q3: 25,402 shares; 2025Q4: 6,453 shares; 2026Q1: 6,122 shares; 2026Q2: 5,992 shares 5,992 $970K 0.12% -130 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: 6,338 shares; 2025Q1: 6,448 shares; 2025Q2: 773 shares; 2025Q3: 9,248 shares; 2025Q4: 8,998 shares; 2026Q1: 10,973 shares; 2026Q2: 10,955 shares 10,955 $952K 0.12% -18 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: 752 shares; 2025Q1: 720 shares; 2025Q2: 732 shares; 2025Q3: 634 shares; 2025Q4: 699 shares; 2026Q1: 770 shares; 2026Q2: 3,059 shares 3,059 $912K 0.11% +2,289 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 19,985 shares 19,985 $902K 0.11% +19,980 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: 76,611 shares; 2024Q4: 114,068 shares; 2025Q1: 156,826 shares; 2025Q2: 287,153 shares; 2025Q3: 301,313 shares; 2025Q4: 38,431 shares; 2026Q1: 37,802 shares; 2026Q2: 43,295 shares 43,295 $896K 0.11% +5,493 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 10,561 shares; 2026Q1: 10,257 shares; 2026Q2: 9,819 shares 9,819 $849K 0.11% -438 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: 4,147 shares; 2024Q4: 4,152 shares; 2025Q1: 4,302 shares; 2025Q2: 3,864 shares; 2025Q3: 4,420 shares; 2025Q4: 3,942 shares; 2026Q1: 3,192 shares; 2026Q2: 3,250 shares 3,250 $846K 0.1% +58 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 1,650 shares; 2026Q1: 22,695 shares; 2026Q2: 32,047 shares 32,047 $843K 0.1% +9,352 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,527 shares; 2024Q4: 10,032 shares; 2025Q1: 9,881 shares; 2025Q2: 10,032 shares; 2025Q3: 9,951 shares; 2025Q4: 9,202 shares; 2026Q1: 9,136 shares; 2026Q2: 8,495 shares 8,495 $818K 0.1% -641 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 2,793 shares; 2026Q1: 2,604 shares; 2026Q2: 2,588 shares 2,588 $814K 0.1% -16 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,487 shares; 2024Q4: 36,940 shares; 2025Q1: 34,696 shares; 2025Q2: 22,312 shares; 2025Q3: 18,342 shares; 2025Q4: 15,971 shares; 2026Q1: 15,255 shares; 2026Q2: 14,920 shares 14,920 $803K 0.1% -335 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,849 shares 4,849 $796K 0.1% new 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: not reported; 2024Q4: 4,502 shares; 2025Q1: 5,463 shares; 2025Q2: 11,260 shares; 2025Q3: 11,193 shares; 2025Q4: 9,942 shares; 2026Q1: 9,538 shares; 2026Q2: 4,773 shares 4,773 $791K 0.1% -4,765 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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 6,992 shares; 2026Q2: 8,147 shares 8,147 $747K 0.09% +1,155 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,685 shares; 2025Q3: 74,815 shares; 2025Q4: 74,815 shares; 2026Q1: 49,899 shares; 2026Q2: 49,899 shares 49,899 $731K 0.09% 0 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: not reported; 2024Q4: 6,376 shares; 2025Q1: 3,275 shares; 2025Q2: 3,313 shares; 2025Q3: 3,328 shares; 2025Q4: 3,955 shares; 2026Q1: 4,044 shares; 2026Q2: 3,985 shares 3,985 $721K 0.09% -59 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,105 shares; 2024Q4: 150,322 shares; 2025Q1: 143,176 shares; 2025Q2: 127,603 shares; 2025Q3: 109,954 shares; 2025Q4: 105,426 shares; 2026Q1: 98,888 shares; 2026Q2: 80,568 shares 80,568 $720K 0.09% -18,320 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: 1,455 shares; 2025Q1: 843 shares; 2025Q2: 924 shares; 2025Q3: 925 shares; 2025Q4: 1,010 shares; 2026Q1: 667 shares; 2026Q2: 3,196 shares 3,196 $715K 0.09% +2,529 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: 4,402 shares; 2024Q4: 4,219 shares; 2025Q1: 3,088 shares; 2025Q2: 2,674 shares; 2025Q3: 2,691 shares; 2025Q4: 2,708 shares; 2026Q1: 2,721 shares; 2026Q2: 2,733 shares 2,733 $712K 0.09% +12 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: 4,042 shares; 2024Q4: 1,224 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 1,325 shares; 2025Q4: 2,687 shares; 2026Q1: 2,098 shares; 2026Q2: 2,112 shares 2,112 $707K 0.09% +14 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 250 shares; 2025Q2: 242 shares; 2025Q3: 303 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 979 shares 979 $705K 0.09% +737 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: 14,542 shares; 2024Q4: 15,621 shares; 2025Q1: 20,182 shares; 2025Q2: 21,989 shares; 2025Q3: 19,779 shares; 2025Q4: 22,792 shares; 2026Q1: 1,524 shares; 2026Q2: 4,474 shares 4,474 $701K 0.09% +2,950 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: 4,078 shares; 2025Q1: 4,334 shares; 2025Q2: 8,521 shares; 2025Q3: 3,338 shares; 2025Q4: 7,229 shares; 2026Q1: 7,211 shares; 2026Q2: 7,221 shares 7,221 $695K 0.09% +10 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 6,555 shares; 2025Q4: 15,562 shares; 2026Q1: 20,534 shares; 2026Q2: 23,680 shares 23,680 $684K 0.08% +3,146 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: not reported; 2025Q4: 13,645 shares; 2026Q1: 23,358 shares; 2026Q2: 28,419 shares 28,419 $666K 0.08% +5,061 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 898 shares; 2025Q2: 974 shares; 2025Q3: 1,142 shares; 2025Q4: 1,050 shares; 2026Q1: 944 shares; 2026Q2: 964 shares 964 $662K 0.08% +20 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,472 shares 2,472 $660K 0.08% new 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: 8,250 shares; 2025Q1: 7,650 shares; 2025Q2: 14,362 shares; 2025Q3: 14,780 shares; 2025Q4: 13,655 shares; 2026Q1: 21,964 shares; 2026Q2: 11,550 shares 11,550 $604K 0.07% -10,414 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: not reported; 2024Q4: 9,109 shares; 2025Q1: 2,550 shares; 2025Q2: 3,271 shares; 2025Q3: 3,292 shares; 2025Q4: 3,034 shares; 2026Q1: 9,159 shares; 2026Q2: 9,120 shares 9,120 $565K 0.07% -39 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 2,111 shares; 2025Q1: 2,547 shares; 2025Q2: 3,318 shares; 2025Q3: 3,323 shares; 2025Q4: 10,649 shares; 2026Q1: 10,798 shares; 2026Q2: 10,804 shares 10,804 $561K 0.07% +6 Timeline IWL 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: 4,815 shares; 2025Q1: 3,925 shares; 2025Q2: 3,500 shares; 2025Q3: 3,355 shares; 2025Q4: 3,343 shares; 2026Q1: 3,083 shares; 2026Q2: 3,023 shares 3,023 $559K 0.07% -60 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 10,273 shares; 2025Q2: 3,081 shares; 2025Q3: 4,066 shares; 2025Q4: 3,319 shares; 2026Q1: 4,169 shares; 2026Q2: 5,394 shares 5,394 $551K 0.07% +1,225 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 19 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 35 shares; 2026Q2: 555 shares 555 $543K 0.07% +520 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 310 shares; 2025Q4: 118 shares; 2026Q1: 403 shares; 2026Q2: 3,081 shares 3,081 $523K 0.06% +2,678 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 3,200 shares; 2025Q3: 375 shares; 2025Q4: 738 shares; 2026Q1: 15,247 shares; 2026Q2: 18,662 shares 18,662 $522K 0.06% +3,415 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 3,084 shares; 2025Q4: 3,281 shares; 2026Q1: 703 shares; 2026Q2: 682 shares 682 $517K 0.06% -21 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: not reported; 2026Q2: 1,979 shares 1,979 $516K 0.06% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,008 shares; 2025Q2: 15,352 shares; 2025Q3: 14,905 shares; 2025Q4: 14,765 shares; 2026Q1: 14,300 shares; 2026Q2: 14,020 shares 14,020 $510K 0.06% -280 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 934 shares 934 $503K 0.06% new 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: 2,662 shares; 2025Q1: 2,483 shares; 2025Q2: 2,387 shares; 2025Q3: 2,391 shares; 2025Q4: 2,394 shares; 2026Q1: 2,549 shares; 2026Q2: 2,712 shares 2,712 $501K 0.06% +163 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: 177 shares; 2025Q2: 2,926 shares; 2025Q3: 2,955 shares; 2025Q4: 5,619 shares; 2026Q1: 6,611 shares; 2026Q2: 6,527 shares 6,527 $485K 0.06% -84 Timeline XSD 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: 725 shares; 2024Q4: 688 shares; 2025Q1: 781 shares; 2025Q2: 709 shares; 2025Q3: 689 shares; 2025Q4: 709 shares; 2026Q1: 744 shares; 2026Q2: 764 shares 764 $477K 0.06% +20 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,180 shares; 2024Q4: 9,015 shares; 2025Q1: 6,100 shares; 2025Q2: 4,950 shares; 2025Q3: 4,555 shares; 2025Q4: 4,555 shares; 2026Q1: 4,215 shares; 2026Q2: 4,215 shares 4,215 $476K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 598 shares 598 $475K 0.06% new 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: 3,566 shares; 2024Q4: 3,530 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 10,505 shares; 2026Q2: 5,671 shares 5,671 $458K 0.06% -4,834 Timeline NIHI 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: 668 shares; 2026Q1: 5,952 shares; 2026Q2: 8,817 shares 8,817 $454K 0.06% +2,865 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,420 shares; 2025Q3: 134,510 shares; 2025Q4: 34,310 shares; 2026Q1: 47,710 shares; 2026Q2: 46,210 shares 46,210 $439K 0.05% -1,500 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: 477 shares; 2024Q4: 252 shares; 2025Q1: 232 shares; 2025Q2: 446 shares; 2025Q3: 428 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 1,449 shares 1,449 $439K 0.05% +1,337 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 13,411 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,692 shares 5,692 $436K 0.05% new 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: 780 shares; 2024Q4: 835 shares; 2025Q1: 828 shares; 2025Q2: 812 shares; 2025Q3: 786 shares; 2025Q4: 799 shares; 2026Q1: 1,474 shares; 2026Q2: 1,525 shares 1,525 $425K 0.05% +51 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,613 shares; 2025Q1: 5,176 shares; 2025Q2: 5,191 shares; 2025Q3: 4,995 shares; 2025Q4: 10,681 shares; 2026Q1: 10,455 shares; 2026Q2: 9,867 shares 9,867 $404K 0.05% -588 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,915 shares; 2025Q1: 24,915 shares; 2025Q2: 47,915 shares; 2025Q3: 41,950 shares; 2025Q4: 64,900 shares; 2026Q1: 65,144 shares; 2026Q2: 28,514 shares 28,514 $396K 0.05% -36,630 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: not reported; 2024Q4: 1,784 shares; 2025Q1: 1,636 shares; 2025Q2: 1,756 shares; 2025Q3: 1,691 shares; 2025Q4: 1,705 shares; 2026Q1: 1,662 shares; 2026Q2: 1,790 shares 1,790 $390K 0.05% +128 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: 5,197 shares; 2024Q4: 5,102 shares; 2025Q1: 3,702 shares; 2025Q2: 15,256 shares; 2025Q3: 14,855 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,627 shares 3,627 $377K 0.05% +72 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: 2,286 shares; 2025Q1: 2,000 shares; 2025Q2: 1,695 shares; 2025Q3: 2,655 shares; 2025Q4: 1,167 shares; 2026Q1: 1,189 shares; 2026Q2: 1,243 shares 1,243 $374K 0.05% +54 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: 1,218 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 526 shares; 2026Q1: 631 shares; 2026Q2: 7,727 shares 7,727 $367K 0.05% +7,096 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,849 shares; 2024Q4: 8,852 shares; 2025Q1: 6,384 shares; 2025Q2: 6,327 shares; 2025Q3: 6,787 shares; 2025Q4: 6,291 shares; 2026Q1: 6,295 shares; 2026Q2: 8,798 shares 8,798 $366K 0.05% +2,503 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,860 shares; 2025Q1: 1,710 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 1,760 shares; 2026Q1: 1,435 shares; 2026Q2: 925 shares 925 $365K 0.05% -510 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,037 shares; 2025Q1: 1,498 shares; 2025Q2: 1,133 shares; 2025Q3: 1,092 shares; 2025Q4: 1,594 shares; 2026Q1: 4,977 shares; 2026Q2: 4,342 shares 4,342 $361K 0.04% -635 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,140 shares 7,140 $354K 0.04% new Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 3,645 shares 3,645 $350K 0.04% +1,695 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: 3,312 shares; 2024Q4: 6,440 shares; 2025Q1: 3,898 shares; 2025Q2: 3,340 shares; 2025Q3: 3,144 shares; 2025Q4: 3,116 shares; 2026Q1: 4,614 shares; 2026Q2: 5,105 shares 5,105 $349K 0.04% +491 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $338K 0.04% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 2,255 shares; 2025Q3: 2,168 shares; 2025Q4: 1,715 shares; 2026Q1: 4,014 shares; 2026Q2: 2,375 shares 2,375 $335K 0.04% -1,639 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: 5,087 shares; 2025Q1: 4,222 shares; 2025Q2: 1,774 shares; 2025Q3: 2,249 shares; 2025Q4: 1,749 shares; 2026Q1: 2,224 shares; 2026Q2: 2,284 shares 2,284 $327K 0.04% +60 Timeline FEZ 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: 5,550 shares; 2024Q4: 4,913 shares; 2025Q1: 5,215 shares; 2025Q2: 5,025 shares; 2025Q3: 18,643 shares; 2025Q4: 4,795 shares; 2026Q1: 4,801 shares; 2026Q2: 4,727 shares 4,727 $325K 0.04% -74 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 2,775 shares; 2025Q1: 1,075 shares; 2025Q2: 4,475 shares; 2025Q3: 5,125 shares; 2025Q4: 8,225 shares; 2026Q1: 4,150 shares; 2026Q2: 14,500 shares 14,500 $320K 0.04% +10,350 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 10,105 shares; 2025Q2: 7,865 shares; 2025Q3: 6,695 shares; 2025Q4: 6,500 shares; 2026Q1: 5,845 shares; 2026Q2: 5,845 shares 5,845 $319K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 673 shares; 2025Q1: 680 shares; 2025Q2: 1,451 shares; 2025Q3: 544 shares; 2025Q4: 495 shares; 2026Q1: 422 shares; 2026Q2: 416 shares 416 $314K 0.04% -6 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: 14,904 shares; 2025Q1: 14,434 shares; 2025Q2: 20,608 shares; 2025Q3: 14,777 shares; 2025Q4: 16,890 shares; 2026Q1: 11,084 shares; 2026Q2: 12,510 shares 12,510 $301K 0.04% +1,426 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: 547 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 508 shares; 2025Q3: 494 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $294K 0.04% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 4,256 shares; 2025Q1: 4,112 shares; 2025Q2: 4,243 shares; 2025Q3: 4,250 shares; 2025Q4: 4,257 shares; 2026Q1: 4,263 shares; 2026Q2: 4,308 shares 4,308 $291K 0.04% +45 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 8,582 shares; 2025Q2: 10,682 shares; 2025Q3: 16,582 shares; 2025Q4: 17,932 shares; 2026Q1: 15,132 shares; 2026Q2: 13,742 shares 13,742 $291K 0.04% -1,390 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: 349 shares; 2024Q4: 323 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 311 shares; 2025Q4: 307 shares; 2026Q1: 341 shares; 2026Q2: 2,387 shares 2,387 $285K 0.04% +2,046 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: not reported; 2024Q4: 649 shares; 2025Q1: 448 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 314 shares; 2026Q1: 557 shares; 2026Q2: 443 shares 443 $284K 0.04% -114 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 755 shares; 2026Q2: 756 shares 756 $280K 0.03% +1 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,400 shares; 2025Q3: 3,235 shares; 2025Q4: 5,132 shares; 2026Q1: 5,387 shares; 2026Q2: 4,900 shares 4,900 $274K 0.03% -487 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: 1,226 shares; 2025Q1: 1,533 shares; 2025Q2: 1,557 shares; 2025Q3: 1,564 shares; 2025Q4: 1,571 shares; 2026Q1: 1,577 shares; 2026Q2: 2,463 shares 2,463 $272K 0.03% +886 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: 46,970 shares; 2024Q4: 26,727 shares; 2025Q1: 22,059 shares; 2025Q2: 17,476 shares; 2025Q3: 16,324 shares; 2025Q4: 16,375 shares; 2026Q1: 15,075 shares; 2026Q2: 15,045 shares 15,045 $270K 0.03% -30 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: 275 shares; 2024Q4: 786 shares; 2025Q1: 866 shares; 2025Q2: 2,879 shares; 2025Q3: 2,962 shares; 2025Q4: 1,165 shares; 2026Q1: 2,749 shares; 2026Q2: 2,345 shares 2,345 $269K 0.03% -404 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,723 shares; 2025Q1: 2,448 shares; 2025Q2: 2,644 shares; 2025Q3: 2,301 shares; 2025Q4: 2,330 shares; 2026Q1: 2,542 shares; 2026Q2: 2,274 shares 2,274 $268K 0.03% -268 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 1,300 shares; 2026Q2: 2,612 shares 2,612 $266K 0.03% +1,312 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: 1,737 shares; 2024Q4: 2,286 shares; 2025Q1: 469 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 3,547 shares; 2026Q1: 1,492 shares; 2026Q2: 4,993 shares 4,993 $265K 0.03% +3,501 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: 2,240 shares; 2025Q1: 2,490 shares; 2025Q2: 3,345 shares; 2025Q3: 3,545 shares; 2025Q4: 3,902 shares; 2026Q1: 5,935 shares; 2026Q2: 4,955 shares 4,955 $264K 0.03% -980 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,368 shares; 2025Q1: 2,771 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 521 shares; 2026Q1: 546 shares; 2026Q2: 532 shares 532 $261K 0.03% -14 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: not reported; 2024Q4: 1,777 shares; 2025Q1: 1,680 shares; 2025Q2: 1,717 shares; 2025Q3: 1,708 shares; 2025Q4: 1,682 shares; 2026Q1: 1,143 shares; 2026Q2: 1,103 shares 1,103 $261K 0.03% -40 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 717 shares; 2025Q2: 696 shares; 2025Q3: 699 shares; 2025Q4: 1,217 shares; 2026Q1: 1,059 shares; 2026Q2: 1,901 shares 1,901 $260K 0.03% +842 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: 393 shares; 2025Q1: 426 shares; 2025Q2: 640 shares; 2025Q3: 544 shares; 2025Q4: 614 shares; 2026Q1: 615 shares; 2026Q2: 716 shares 716 $259K 0.03% +101 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,924 shares; 2024Q4: 42,049 shares; 2025Q1: 15,483 shares; 2025Q2: 13,216 shares; 2025Q3: 12,744 shares; 2025Q4: 10,312 shares; 2026Q1: 7,406 shares; 2026Q2: 7,406 shares 7,406 $257K 0.03% 0 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: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,991 shares 2,991 $253K 0.03% new Timeline THOR THORNBURG ETF TR More: the full row for THORNBURG 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: 10,000 shares 10,000 $250K 0.03% new 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: 9,514 shares; 2025Q1: 8,822 shares; 2025Q2: 9,237 shares; 2025Q3: 9,246 shares; 2025Q4: 9,255 shares; 2026Q1: 4,366 shares; 2026Q2: 6,622 shares 6,622 $245K 0.03% +2,256 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: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,130 shares; 2025Q2: 2,129 shares; 2025Q3: 2,140 shares; 2025Q4: 2,752 shares; 2026Q1: 2,623 shares; 2026Q2: 2,552 shares 2,552 $244K 0.03% -71 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 28 shares; 2026Q1: not reported; 2026Q2: 1,495 shares 1,495 $244K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 2,733 shares; 2025Q1: 2,635 shares; 2025Q2: 2,636 shares; 2025Q3: 2,638 shares; 2025Q4: 2,639 shares; 2026Q1: 2,642 shares; 2026Q2: 2,644 shares 2,644 $243K 0.03% +2 Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,100 shares 37,100 $242K 0.03% new 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: not reported; 2024Q4: 1,538 shares; 2025Q1: 993 shares; 2025Q2: 963 shares; 2025Q3: 908 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 828 shares 828 $241K 0.03% -96 Timeline BTCI 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: 1,727 shares; 2025Q4: 7,378 shares; 2026Q1: 8,439 shares; 2026Q2: 8,871 shares 8,871 $238K 0.03% +432 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 144 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 1,065 shares 1,065 $235K 0.03% +1,046 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: 558 shares; 2025Q1: 587 shares; 2025Q2: 547 shares; 2025Q3: 519 shares; 2025Q4: 830 shares; 2026Q1: 920 shares; 2026Q2: 962 shares 962 $233K 0.03% +42 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 209 shares; 2025Q1: 653 shares; 2025Q2: 654 shares; 2025Q3: 603 shares; 2025Q4: 3,999 shares; 2026Q1: 4,529 shares; 2026Q2: 4,417 shares 4,417 $232K 0.03% -112 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: 1,702 shares; 2025Q1: 904 shares; 2025Q2: 405 shares; 2025Q3: 206 shares; 2025Q4: 438 shares; 2026Q1: 212 shares; 2026Q2: 1,640 shares 1,640 $230K 0.03% +1,428 Timeline ONEV 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: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,595 shares 1,595 $228K 0.03% -100 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,565 shares; 2025Q1: 5,255 shares; 2025Q2: 4,853 shares; 2025Q3: 4,000 shares; 2025Q4: 4,023 shares; 2026Q1: 4,050 shares; 2026Q2: 3,749 shares 3,749 $226K 0.03% -301 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: 2,324 shares; 2024Q4: 2,186 shares; 2025Q1: 1,935 shares; 2025Q2: 6,466 shares; 2025Q3: 6,210 shares; 2025Q4: 1,696 shares; 2026Q1: 1,431 shares; 2026Q2: 1,416 shares 1,416 $225K 0.03% -15 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares; 2026Q1: 4,230 shares; 2026Q2: 5,195 shares 5,195 $222K 0.03% +965 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,430 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 946 shares; 2026Q2: 347 shares 347 $220K 0.03% -599 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,000 shares; 2025Q2: 4,460 shares; 2025Q3: 3,561 shares; 2025Q4: 1,386 shares; 2026Q1: 2,291 shares; 2026Q2: 2,712 shares 2,712 $220K 0.03% +421 Timeline BBLU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,987 shares; 2026Q1: 10,891 shares; 2026Q2: 13,300 shares 13,300 $219K 0.03% +2,409 Timeline ANGL 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: 527 shares; 2024Q4: 3,267 shares; 2025Q1: 3,504 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 7,377 shares; 2026Q2: 7,381 shares 7,381 $216K 0.03% +4 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 1,128 shares 1,128 $214K 0.03% +709 Timeline SPMD 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: 3,132 shares; 2024Q4: 3,141 shares; 2025Q1: 3,149 shares; 2025Q2: 3,158 shares; 2025Q3: 3,166 shares; 2025Q4: 3,174 shares; 2026Q1: 3,151 shares; 2026Q2: 3,159 shares 3,159 $213K 0.03% +8 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 5,300 shares; 2025Q4: 7,300 shares; 2026Q1: 4,813 shares; 2026Q2: 7,696 shares 7,696 $211K 0.03% +2,883 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 516 shares; 2026Q2: 510 shares 510 $205K 0.03% -6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 752 shares 752 $204K 0.03% +1 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 585 shares; 2026Q1: 3,257 shares; 2026Q2: 3,107 shares 3,107 $202K 0.03% -150 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 6,450 shares; 2025Q4: 9,425 shares; 2026Q1: 9,425 shares; 2026Q2: 11,925 shares 11,925 $202K 0.02% +2,500 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: 735 shares; 2025Q1: 861 shares; 2025Q2: 863 shares; 2025Q3: 866 shares; 2025Q4: 869 shares; 2026Q1: 821 shares; 2026Q2: 823 shares 823 $200K 0.02% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,425 shares; 2025Q1: 1,158 shares; 2025Q2: 1,344 shares; 2025Q3: 699 shares; 2025Q4: 569 shares; 2026Q1: 2,845 shares; 2026Q2: 4,851 shares 4,851 $199K 0.02% +2,006 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: 424 shares; 2025Q1: 12,744 shares; 2025Q2: 695 shares; 2025Q3: 697 shares; 2025Q4: 701 shares; 2026Q1: 702 shares; 2026Q2: 2,573 shares 2,573 $198K 0.02% +1,871 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,722 shares; 2026Q1: 4,257 shares; 2026Q2: 8,279 shares 8,279 $196K 0.02% +4,022 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 2,700 shares; 2026Q2: 4,940 shares 4,940 $195K 0.02% +2,240 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 634 shares; 2025Q2: 727 shares; 2025Q3: 823 shares; 2025Q4: 648 shares; 2026Q1: 1,335 shares; 2026Q2: 523 shares 523 $194K 0.02% -812 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 12,959 shares; 2025Q3: 13,244 shares; 2025Q4: 1,614 shares; 2026Q1: 1,627 shares; 2026Q2: 3,526 shares 3,526 $191K 0.02% +1,899 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,519 shares; 2024Q4: 8,662 shares; 2025Q1: 8,619 shares; 2025Q2: 10,064 shares; 2025Q3: 11,549 shares; 2025Q4: 9,418 shares; 2026Q1: 8,085 shares; 2026Q2: 5,315 shares 5,315 $188K 0.02% -2,770 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 1,608 shares; 2026Q1: 2,113 shares; 2026Q2: 2,372 shares 2,372 $188K 0.02% +259 Timeline TOPT 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: 2,400 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,625 shares; 2026Q2: 5,625 shares 5,625 $185K 0.02% 0 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: 1,924 shares; 2024Q4: 1,677 shares; 2025Q1: 1,648 shares; 2025Q2: 1,398 shares; 2025Q3: 1,401 shares; 2025Q4: 1,491 shares; 2026Q1: 1,552 shares; 2026Q2: 995 shares 995 $184K 0.02% -557 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 4,838 shares; 2025Q1: 1,392 shares; 2025Q2: 1,337 shares; 2025Q3: 1,612 shares; 2025Q4: 1,350 shares; 2026Q1: 1,348 shares; 2026Q2: 1,259 shares 1,259 $184K 0.02% -89 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 872 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,702 shares; 2026Q2: 1,592 shares 1,592 $181K 0.02% -110 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 3,111 shares; 2026Q2: 3,111 shares 3,111 $179K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares; 2026Q1: 3,448 shares; 2026Q2: 4,085 shares 4,085 $176K 0.02% +637 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: 969 shares; 2025Q2: 966 shares; 2025Q3: 914 shares; 2025Q4: 915 shares; 2026Q1: 875 shares; 2026Q2: 827 shares 827 $176K 0.02% -48 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,350 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $173K 0.02% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares; 2026Q2: 2,107 shares 2,107 $172K 0.02% -190 Timeline MLPI 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: 342 shares; 2026Q1: 2,347 shares; 2026Q2: 3,120 shares 3,120 $172K 0.02% +773 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,265 shares; 2024Q4: 41,139 shares; 2025Q1: 30,770 shares; 2025Q2: 32,246 shares; 2025Q3: 26,373 shares; 2025Q4: 26,447 shares; 2026Q1: 23,437 shares; 2026Q2: 20,757 shares 20,757 $169K 0.02% -2,680 Timeline XAR 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: 380 shares; 2024Q4: 509 shares; 2025Q1: 631 shares; 2025Q2: 600 shares; 2025Q3: 570 shares; 2025Q4: 627 shares; 2026Q1: 434 shares; 2026Q2: 595 shares 595 $169K 0.02% +161 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 495 shares; 2025Q1: 443 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 738 shares; 2026Q1: 740 shares; 2026Q2: 660 shares 660 $169K 0.02% -80 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,267 shares; 2025Q1: 1,578 shares; 2025Q2: 1,207 shares; 2025Q3: 1,072 shares; 2025Q4: 2,026 shares; 2026Q1: 2,035 shares; 2026Q2: 1,437 shares 1,437 $168K 0.02% -598 Timeline FIXD 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: 6,928 shares; 2026Q1: 3,797 shares; 2026Q2: 3,813 shares 3,813 $166K 0.02% +16 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 5 shares; 2026Q1: 242 shares; 2026Q2: 607 shares 607 $165K 0.02% +365 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 850 shares; 2025Q4: 420 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $165K 0.02% 0 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: not reported; 2024Q4: 4,665 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,229 shares; 2025Q4: 2,751 shares; 2026Q1: 2,993 shares; 2026Q2: 2,993 shares 2,993 $156K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,480 shares; 2025Q1: 21,415 shares; 2025Q2: 20,215 shares; 2025Q3: 30,772 shares; 2025Q4: 5,182 shares; 2026Q1: 4,082 shares; 2026Q2: 3,382 shares 3,382 $154K 0.02% -700 Timeline VOOV 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: not reported; 2024Q4: 1,247 shares; 2025Q1: 931 shares; 2025Q2: 692 shares; 2025Q3: 694 shares; 2025Q4: 695 shares; 2026Q1: 697 shares; 2026Q2: 698 shares 698 $153K 0.02% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 671 shares 671 $152K 0.02% +665 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,775 shares; 2025Q3: 2,408 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares; 2026Q2: 2,808 shares 2,808 $150K 0.02% 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: 1,852 shares; 2025Q1: 1,553 shares; 2025Q2: 2,154 shares; 2025Q3: 2,231 shares; 2025Q4: 2,632 shares; 2026Q1: 2,660 shares; 2026Q2: 3,217 shares 3,217 $150K 0.02% +557 Timeline NEHI 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: 3,888 shares; 2026Q1: 5,133 shares; 2026Q2: 6,272 shares 6,272 $148K 0.02% +1,139 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 3,060 shares; 2026Q1: 2,784 shares; 2026Q2: 2,784 shares 2,784 $148K 0.02% 0 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: 1,001 shares; 2025Q1: 30 shares; 2025Q2: 200 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 1,545 shares 1,545 $147K 0.02% +1,270 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $145K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,433 shares; 2024Q4: 45,367 shares; 2025Q1: 43,801 shares; 2025Q2: 57,922 shares; 2025Q3: 17,162 shares; 2025Q4: 3,401 shares; 2026Q1: 3,731 shares; 2026Q2: 2,678 shares 2,678 $144K 0.02% -1,053 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: 7,383 shares; 2025Q1: 5,638 shares; 2025Q2: 10,029 shares; 2025Q3: 839 shares; 2025Q4: 1,347 shares; 2026Q1: 2,021 shares; 2026Q2: 2,508 shares 2,508 $143K 0.02% +487 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: 596 shares; 2025Q1: 723 shares; 2025Q2: 527 shares; 2025Q3: 529 shares; 2025Q4: 549 shares; 2026Q1: 536 shares; 2026Q2: 957 shares 957 $142K 0.02% +421 Timeline PCEF 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: 10,641 shares; 2024Q4: 10,502 shares; 2025Q1: 9,924 shares; 2025Q2: 7,449 shares; 2025Q3: 6,691 shares; 2025Q4: 6,991 shares; 2026Q1: 6,962 shares; 2026Q2: 6,962 shares 6,962 $141K 0.02% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,620 shares; 2025Q1: 29,200 shares; 2025Q2: 31,050 shares; 2025Q3: 31,880 shares; 2025Q4: 28,444 shares; 2026Q1: 24,550 shares; 2026Q2: 21,850 shares 21,850 $141K 0.02% -2,700 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: 100 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 94 shares; 2025Q4: 129 shares; 2026Q1: 86 shares; 2026Q2: 282 shares 282 $141K 0.02% +196 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: 388 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 345 shares; 2026Q1: 152 shares; 2026Q2: 393 shares 393 $139K 0.02% +241 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares 880 $138K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,016 shares 1,016 $138K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,446 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,278 shares; 2025Q4: 1,186 shares; 2026Q1: 621 shares; 2026Q2: 409 shares 409 $137K 0.02% -212 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $137K 0.02% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 454 shares; 2026Q1: 400 shares; 2026Q2: 450 shares 450 $137K 0.02% +50 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,460 shares; 2025Q1: 9,395 shares; 2025Q2: 6,705 shares; 2025Q3: 8,120 shares; 2025Q4: 6,610 shares; 2026Q1: 4,180 shares; 2026Q2: 3,970 shares 3,970 $135K 0.02% -210 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: 20,190 shares; 2024Q4: 548 shares; 2025Q1: 247 shares; 2025Q2: 257 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 4,727 shares; 2026Q2: 2,803 shares 2,803 $134K 0.02% -1,924 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: 325 shares; 2025Q1: 327 shares; 2025Q2: 328 shares; 2025Q3: 330 shares; 2025Q4: 336 shares; 2026Q1: 337 shares; 2026Q2: 338 shares 338 $134K 0.02% +1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 237 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 188 shares 188 $134K 0.02% +71 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: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,800 shares; 2026Q1: 42,042 shares; 2026Q2: 3,500 shares 3,500 $131K 0.02% -38,542 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: not reported; 2024Q4: 27,769 shares; 2025Q1: 18,897 shares; 2025Q2: 33,781 shares; 2025Q3: 33,875 shares; 2025Q4: 14,357 shares; 2026Q1: 13,131 shares; 2026Q2: 12,431 shares 12,431 $131K 0.02% -700 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,034 shares; 2025Q1: 1,075 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 3,798 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $130K 0.02% 0 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,275 shares; 2025Q4: 3,450 shares; 2026Q1: 2,150 shares; 2026Q2: 1,150 shares 1,150 $129K 0.02% -1,000 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: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,118 shares; 2025Q2: 1,188 shares; 2025Q3: 1,118 shares; 2025Q4: 1,193 shares; 2026Q1: 593 shares; 2026Q2: 510 shares 510 $129K 0.02% -83 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,580 shares; 2025Q1: 9,580 shares; 2025Q2: 10,580 shares; 2025Q3: 10,580 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $127K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 58 shares; 2025Q1: 80 shares; 2025Q2: 41 shares; 2025Q3: 67 shares; 2025Q4: 79 shares; 2026Q1: 39 shares; 2026Q2: 421 shares 421 $127K 0.02% +382 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: 2,354 shares; 2024Q4: 1,855 shares; 2025Q1: 1,415 shares; 2025Q2: 1,416 shares; 2025Q3: 1,418 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares; 2026Q2: 1,423 shares 1,423 $125K 0.02% +2 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: 765 shares; 2024Q4: 676 shares; 2025Q1: 677 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 1,051 shares; 2026Q1: 1,016 shares; 2026Q2: 1,041 shares 1,041 $124K 0.02% +25 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $123K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: 823 shares; 2025Q1: 641 shares; 2025Q2: 576 shares; 2025Q3: 565 shares; 2025Q4: 583 shares; 2026Q1: 1,644 shares; 2026Q2: 241 shares 241 $123K 0.02% -1,403 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,844 shares; 2024Q4: 17,230 shares; 2025Q1: 12,664 shares; 2025Q2: 9,321 shares; 2025Q3: 8,771 shares; 2025Q4: 15,472 shares; 2026Q1: 17,025 shares; 2026Q2: 22,600 shares 22,600 $122K 0.02% +5,575 Timeline RDIV 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares; 2026Q1: 2,205 shares; 2026Q2: 2,106 shares 2,106 $122K 0.02% -99 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: 2,363 shares; 2024Q4: 2,204 shares; 2025Q1: 2,155 shares; 2025Q2: 2,156 shares; 2025Q3: 1,857 shares; 2025Q4: 1,572 shares; 2026Q1: 1,573 shares; 2026Q2: 1,574 shares 1,574 $121K 0.02% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 698 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 4,163 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 1,263 shares 1,263 $121K 0.01% +1,000 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares; 2026Q2: 1,990 shares 1,990 $120K 0.01% +1,402 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 4,622 shares 4,622 $119K 0.01% +4,300 Timeline TOTL 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: 2,752 shares; 2024Q4: 2,805 shares; 2025Q1: 2,828 shares; 2025Q2: 2,864 shares; 2025Q3: 2,901 shares; 2025Q4: 2,955 shares; 2026Q1: 2,979 shares; 2026Q2: 3,016 shares 3,016 $119K 0.01% +37 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 760 shares; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $119K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 190 shares 190 $117K 0.01% new 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: 6,900 shares; 2024Q4: 13,755 shares; 2025Q1: 13,755 shares; 2025Q2: 13,255 shares; 2025Q3: 14,270 shares; 2025Q4: 16,650 shares; 2026Q1: 16,875 shares; 2026Q2: 11,470 shares 11,470 $115K 0.01% -5,405 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 2,900 shares; 2025Q1: 5,302 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 6,102 shares; 2026Q2: 5,400 shares 5,400 $114K 0.01% -702 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,251 shares; 2026Q2: 951 shares 951 $113K 0.01% -300 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: 24,947 shares; 2024Q4: 71,578 shares; 2025Q1: 117,471 shares; 2025Q2: 104,714 shares; 2025Q3: 1,852 shares; 2025Q4: 2,266 shares; 2026Q1: 1,921 shares; 2026Q2: 3,494 shares 3,494 $112K 0.01% +1,573 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 2,779 shares; 2025Q1: 2,007 shares; 2025Q2: 2,021 shares; 2025Q3: 2,028 shares; 2025Q4: 2,933 shares; 2026Q1: 18,291 shares; 2026Q2: 2,676 shares 2,676 $111K 0.01% -15,615 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 610 shares; 2025Q2: 64 shares; 2025Q3: 20 shares; 2025Q4: 2,263 shares; 2026Q1: 346 shares; 2026Q2: 347 shares 347 $110K 0.01% +1 Timeline VCX FUNDRISE INNOVATION FD LLC More: the full row for FUNDRISE INNOVATION FD LLC 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: 1,270 shares 1,270 $110K 0.01% new Timeline RVI ROBINHOOD VENTURES FD I More: the full row for ROBINHOOD VENTURES FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,295 shares 3,295 $108K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,651 shares; 2025Q3: 1,956 shares; 2025Q4: 2,906 shares; 2026Q1: 2,915 shares; 2026Q2: 2,920 shares 2,920 $107K 0.01% +5 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 15 shares; 2025Q4: 45 shares; 2026Q1: 445 shares; 2026Q2: 245 shares 245 $107K 0.01% -200 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: 164 shares; 2024Q4: 196 shares; 2025Q1: 0 shares; 2025Q2: 867 shares; 2025Q3: 785 shares; 2025Q4: 3,739 shares; 2026Q1: 4,202 shares; 2026Q2: 4,340 shares 4,340 $107K 0.01% +138 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,627 shares; 2025Q3: 1,615 shares; 2025Q4: 1,192 shares; 2026Q1: 1,272 shares; 2026Q2: 1,332 shares 1,332 $105K 0.01% +60 Timeline VCLT 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: 904 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 981 shares; 2025Q3: 954 shares; 2025Q4: 971 shares; 2026Q1: 1,680 shares; 2026Q2: 1,353 shares 1,353 $102K 0.01% -327 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 206 shares; 2026Q1: 127 shares; 2026Q2: 1,828 shares 1,828 $101K 0.01% +1,701 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: 1,423 shares; 2025Q2: 1,753 shares; 2025Q3: 1,750 shares; 2025Q4: 1,730 shares; 2026Q1: 1,430 shares; 2026Q2: 1,320 shares 1,320 $100K 0.01% -110 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $100K 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: 840 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,013 shares; 2025Q4: 715 shares; 2026Q1: 744 shares; 2026Q2: 525 shares 525 $99.9K 0.01% -219 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: 1,636 shares; 2025Q1: 1,247 shares; 2025Q2: 1,097 shares; 2025Q3: 1,100 shares; 2025Q4: 1,044 shares; 2026Q1: 587 shares; 2026Q2: 588 shares 588 $98.7K 0.01% +1 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 3,384 shares; 2026Q2: 3,418 shares 3,418 $97.5K 0.01% +34 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: 3,835 shares; 2024Q4: 3,352 shares; 2025Q1: 1,368 shares; 2025Q2: 13,417 shares; 2025Q3: 1,404 shares; 2025Q4: 1,424 shares; 2026Q1: 1,857 shares; 2026Q2: 1,875 shares 1,875 $97.2K 0.01% +18 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,050 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $96.9K 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: 6,292 shares; 2024Q4: 4,253 shares; 2025Q1: 2,538 shares; 2025Q2: 2,552 shares; 2025Q3: 2,566 shares; 2025Q4: 2,075 shares; 2026Q1: 2,093 shares; 2026Q2: 1,641 shares 1,641 $94.9K 0.01% -452 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,181 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 10,852 shares; 2026Q2: 10,042 shares 10,042 $94.3K 0.01% -810 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 4,555 shares; 2026Q1: 6,560 shares; 2026Q2: 6,967 shares 6,967 $93.8K 0.01% +407 Timeline HYG 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: 396 shares; 2026Q1: 774 shares; 2026Q2: 1,171 shares 1,171 $93.7K 0.01% +397 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: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,148 shares; 2025Q2: 2,132 shares; 2025Q3: 2,150 shares; 2025Q4: 1,883 shares; 2026Q1: 3,183 shares; 2026Q2: 691 shares 691 $93.6K 0.01% -2,492 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: not reported; 2024Q4: 186 shares; 2025Q1: 2,010 shares; 2025Q2: 211 shares; 2025Q3: 145 shares; 2025Q4: 285 shares; 2026Q1: 1,236 shares; 2026Q2: 850 shares 850 $93.3K 0.01% -386 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 250 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $93.1K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 920 shares; 2026Q1: 46 shares; 2026Q2: 470 shares 470 $92.6K 0.01% +424 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: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 28,684 shares; 2025Q4: 285 shares; 2026Q1: 386 shares; 2026Q2: 637 shares 637 $92.1K 0.01% +251 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 173 shares; 2025Q2: 811 shares; 2025Q3: 138 shares; 2025Q4: 101 shares; 2026Q1: 106 shares; 2026Q2: 95 shares 95 $91.3K 0.01% -11 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $91.3K 0.01% 0 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: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336 $90.8K 0.01% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 1,085 shares; 2025Q1: 754 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 858 shares; 2026Q1: 907 shares; 2026Q2: 866 shares 866 $90.1K 0.01% -41 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: not reported; 2024Q4: 11,533 shares; 2025Q1: 1,511 shares; 2025Q2: 1,275 shares; 2025Q3: 1,299 shares; 2025Q4: 1,271 shares; 2026Q1: 2,976 shares; 2026Q2: 2,833 shares 2,833 $89.8K 0.01% -143 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 496 shares; 2025Q2: 492 shares; 2025Q3: 542 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 587 shares 587 $89.3K 0.01% -11 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 755 shares; 2026Q2: 540 shares 540 $89.1K 0.01% -215 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: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,995 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $89.1K 0.01% 0 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: not reported; 2024Q4: 35,826 shares; 2025Q1: 38,420 shares; 2025Q2: 33,393 shares; 2025Q3: 9,139 shares; 2025Q4: 3,568 shares; 2026Q1: 6,488 shares; 2026Q2: 6,394 shares 6,394 $88.9K 0.01% -94 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: 911 shares; 2024Q4: 446 shares; 2025Q1: 437 shares; 2025Q2: 392 shares; 2025Q3: 394 shares; 2025Q4: 413 shares; 2026Q1: 402 shares; 2026Q2: 417 shares 417 $88.7K 0.01% +15 Timeline VONG 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: 652 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 276 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 636 shares; 2026Q2: 691 shares 691 $88.3K 0.01% +55 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: 1,109 shares; 2024Q4: 1,138 shares; 2025Q1: 1,218 shares; 2025Q2: 1,295 shares; 2025Q3: 1,294 shares; 2025Q4: 1,228 shares; 2026Q1: 1,231 shares; 2026Q2: 1,203 shares 1,203 $88.2K 0.01% -28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 593 shares; 2025Q4: 596 shares; 2026Q1: 599 shares; 2026Q2: 552 shares 552 $88.2K 0.01% -47 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,767 shares; 2026Q1: 1,167 shares; 2026Q2: 1,150 shares 1,150 $87.5K 0.01% -17 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $87.2K 0.01% 0 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 231 shares; 2026Q2: 1,024 shares 1,024 $86.6K 0.01% +793 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,600 shares 5,600 $85.9K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 488 shares; 2025Q3: 500 shares; 2025Q4: 527 shares; 2026Q1: 537 shares; 2026Q2: 518 shares 518 $85.1K 0.01% -19 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,240 shares; 2025Q1: 6,062 shares; 2025Q2: 4,661 shares; 2025Q3: 4,522 shares; 2025Q4: 4,897 shares; 2026Q1: 3,405 shares; 2026Q2: 2,855 shares 2,855 $83.7K 0.01% -550 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: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 1,341 shares; 2025Q3: 991 shares; 2025Q4: 1,249 shares; 2026Q1: 1,169 shares; 2026Q2: 1,013 shares 1,013 $83.7K 0.01% -156 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 372 shares 372 $83.3K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 25 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $83.1K 0.01% 0 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: 16,207 shares; 2025Q1: 2,758 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,398 shares; 2026Q1: 2,442 shares; 2026Q2: 2,258 shares 2,258 $83K 0.01% -184 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 2,055 shares; 2025Q3: 1,954 shares; 2025Q4: 376 shares; 2026Q1: 377 shares; 2026Q2: 378 shares 378 $82.9K 0.01% +1 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 2,815 shares 2,815 $82.8K 0.01% +2,790 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 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 $82.4K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 372 shares 372 $82.2K 0.01% new Timeline GDX 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: 1,107 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 9,151 shares; 2025Q3: 9,071 shares; 2025Q4: 1,084 shares; 2026Q1: 1,085 shares; 2026Q2: 1,086 shares 1,086 $82K 0.01% +1 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: not reported; 2024Q4: 611 shares; 2025Q1: 421 shares; 2025Q2: 365 shares; 2025Q3: 303 shares; 2025Q4: 998 shares; 2026Q1: 831 shares; 2026Q2: 761 shares 761 $81.8K 0.01% -70 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 287 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: 215 shares; 2026Q2: 465 shares 465 $81.6K 0.01% +250 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: not reported; 2024Q4: 463 shares; 2025Q1: 414 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 394 shares; 2026Q1: 410 shares; 2026Q2: 365 shares 365 $80.5K 0.01% -45 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: not reported; 2024Q4: 328 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 1,576 shares; 2025Q4: 154 shares; 2026Q1: 1,555 shares; 2026Q2: 870 shares 870 $79K 0.01% -685 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 26,850 shares; 2026Q1: 26,550 shares; 2026Q2: 25,050 shares 25,050 $78.9K 0.01% -1,500 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 2,260 shares 2,260 $78.4K 0.01% +2,000 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 14 shares; 2026Q1: 95 shares; 2026Q2: 92 shares 92 $77.2K 0.01% -3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 35 shares; 2025Q4: 349 shares; 2026Q1: 338 shares; 2026Q2: 294 shares 294 $76.8K 0.01% -44 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: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 24 shares 24 $76.7K 0.01% +10 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: 2,660 shares; 2024Q4: 2,837 shares; 2025Q1: 2,288 shares; 2025Q2: 7,377 shares; 2025Q3: 6,658 shares; 2025Q4: 3,122 shares; 2026Q1: 2,869 shares; 2026Q2: 1,683 shares 1,683 $76.3K 0.01% -1,186 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 245 shares; 2025Q2: 10,186 shares; 2025Q3: 9,943 shares; 2025Q4: 9,714 shares; 2026Q1: 10,886 shares; 2026Q2: 1,827 shares 1,827 $76.3K 0.01% -9,059 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: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 22 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 861 shares 861 $75.7K 0.01% +762 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,590 shares; 2024Q4: 5,630 shares; 2025Q1: 2,500 shares; 2025Q2: 2,795 shares; 2025Q3: 2,901 shares; 2025Q4: 2,495 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $75.4K 0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 7,749 shares; 2026Q1: 9,020 shares; 2026Q2: 11,360 shares 11,360 $75K 0.01% +2,340 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 36 shares 36 $74.9K 0.01% +2 Timeline SPLB 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: 3,050 shares; 2024Q4: 3,102 shares; 2025Q1: 3,129 shares; 2025Q2: 3,171 shares; 2025Q3: 3,213 shares; 2025Q4: 3,269 shares; 2026Q1: 3,298 shares; 2026Q2: 3,343 shares 3,343 $74.9K 0.01% +45 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 119 shares; 2025Q2: 393 shares; 2025Q3: 14,413 shares; 2025Q4: 273 shares; 2026Q1: 369 shares; 2026Q2: 370 shares 370 $74.2K 0.01% +1 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 847 shares; 2026Q2: 1,197 shares 1,197 $74.2K 0.01% +350 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: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $73.7K 0.01% 0 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: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $73K 0.01% new 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: 609 shares; 2025Q1: 596 shares; 2025Q2: 583 shares; 2025Q3: 585 shares; 2025Q4: 586 shares; 2026Q1: 159 shares; 2026Q2: 143 shares 143 $72.7K 0.01% -16 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 88 shares; 2025Q2: 180 shares; 2025Q3: 165 shares; 2025Q4: 69 shares; 2026Q1: 80 shares; 2026Q2: 140 shares 140 $72.5K 0.01% +60 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: 2,130 shares; 2025Q2: 5,667 shares; 2025Q3: 2,568 shares; 2025Q4: 3,086 shares; 2026Q1: 3,511 shares; 2026Q2: 839 shares 839 $72.5K 0.01% -2,672 Timeline KRE 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: 996 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $71.9K 0.01% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $71.2K 0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 4,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,388 shares; 2025Q3: 2,696 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares; 2026Q2: 2,479 shares 2,479 $70.8K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $70.6K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 858 shares 858 $70.5K 0.01% +611 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $70.2K 0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 327 shares; 2025Q1: 331 shares; 2025Q2: 1,015 shares; 2025Q3: 1,027 shares; 2025Q4: 1,038 shares; 2026Q1: 1,349 shares; 2026Q2: 1,363 shares 1,363 $68.3K 0.01% +14 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 1,279 shares; 2026Q1: 2,858 shares; 2026Q2: 5,672 shares 5,672 $68.1K 0.01% +2,814 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: 45 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 50 shares 50 $68K 0.01% +17 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 101 shares; 2025Q1: 50 shares; 2025Q2: 76 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $67.6K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,639 shares; 2026Q1: 2,442 shares; 2026Q2: 1,074 shares 1,074 $67.6K 0.01% -1,368 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $67.2K 0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 3,959 shares; 2025Q3: 5,823 shares; 2025Q4: 10,197 shares; 2026Q1: 9,293 shares; 2026Q2: 6,915 shares 6,915 $67.1K 0.01% -2,378 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 255 shares; 2025Q4: 6,205 shares; 2026Q1: 5,945 shares; 2026Q2: 3,105 shares 3,105 $67K 0.01% -2,840 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 223 shares; 2025Q1: 132 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 486 shares 486 $66.8K 0.01% +368 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $66.7K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO 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: 1,000 shares; 2025Q4: 1,575 shares; 2026Q1: 2,198 shares; 2026Q2: 3,850 shares 3,850 $66.5K 0.01% +1,652 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,032 shares; 2024Q4: 11,106 shares; 2025Q1: 9,501 shares; 2025Q2: 5,194 shares; 2025Q3: 4,899 shares; 2025Q4: 4,550 shares; 2026Q1: 4,300 shares; 2026Q2: 7,300 shares 7,300 $66.4K 0.01% +3,000 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,700 shares 1,700 $66.3K 0.01% +500 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,773 shares; 2025Q3: 1,724 shares; 2025Q4: 2,519 shares; 2026Q1: 1,669 shares; 2026Q2: 1,051 shares 1,051 $65.8K 0.01% -618 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 362 shares; 2026Q2: 392 shares 392 $65.8K 0.01% +30 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: 813 shares; 2025Q1: 859 shares; 2025Q2: 786 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 866 shares 866 $65.4K 0.01% -74 Timeline FNDX 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: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $65.3K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $65.3K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: 8,663 shares; 2025Q1: 11,489 shares; 2025Q2: 4,187 shares; 2025Q3: 4,000 shares; 2025Q4: 3,948 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $64.9K 0.01% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares; 2026Q1: 1,995 shares; 2026Q2: 1,995 shares 1,995 $64.8K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $64.8K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $64.8K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,103 shares; 2025Q3: 5,928 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $64.6K 0.01% 0 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: 4,983 shares; 2024Q4: 5,009 shares; 2025Q1: 4,416 shares; 2025Q2: 1,214 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,369 shares; 2026Q2: 1,271 shares 1,271 $64.6K 0.01% -98 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 1,488 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $64K 0.01% 0 Timeline JXI 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $63.7K 0.01% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 2,152 shares; 2025Q2: 2,167 shares; 2025Q3: 2,182 shares; 2025Q4: 2,198 shares; 2026Q1: 2,214 shares; 2026Q2: 2,232 shares 2,232 $63.7K 0.01% +18 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 450 shares 450 $61.9K 0.01% -75 Timeline IEF 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: 12 shares; 2025Q1: 12 shares; 2025Q2: 110 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 653 shares 653 $61.8K 0.01% +641 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: 300 shares; 2024Q4: 2,300 shares; 2025Q1: 1,345 shares; 2025Q2: 495 shares; 2025Q3: 4,769 shares; 2025Q4: 5,487 shares; 2026Q1: 430 shares; 2026Q2: 355 shares 355 $61.7K 0.01% -75 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 3,450 shares; 2026Q2: 5,350 shares 5,350 $61.5K 0.01% +1,900 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $61.5K 0.01% new Timeline QCLN 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: 1,000 shares; 2024Q4: 1,000 shares; 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 $61.3K 0.01% 0 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: 113 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 668 shares 668 $61.2K 0.01% +552 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 12,800 shares 12,800 $60.7K 0.01% +3,000 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 2,700 shares 2,700 $60.2K 0.01% -300 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 495 shares 495 $60.1K 0.01% +265 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,094 shares; 2025Q1: 16,400 shares; 2025Q2: 15,231 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $59.9K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 997 shares; 2025Q1: 697 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 626 shares; 2026Q2: 630 shares 630 $59.8K 0.01% +4 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,581 shares 3,581 $59.7K 0.01% new 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: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 563 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $59.7K 0.01% 0 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $59.4K 0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 1,000 shares; 2026Q2: 400 shares 400 $59.3K 0.01% -600 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $59.1K 0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 775 shares 775 $58K 0.01% +175 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares; 2026Q1: 2,124 shares; 2026Q2: 2,701 shares 2,701 $57.8K 0.01% +577 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 1,634 shares 1,634 $57.8K 0.01% new Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,121 shares; 2026Q2: 1,415 shares 1,415 $57.7K 0.01% -706 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 523 shares; 2026Q1: 573 shares; 2026Q2: 526 shares 526 $57.6K 0.01% -47 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,141 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $57.6K 0.01% 0 Timeline IAUI 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: 504 shares; 2026Q1: 1,077 shares; 2026Q2: 1,182 shares 1,182 $57.3K 0.01% +105 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $57.1K 0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $57K 0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $56.9K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $56.8K 0.01% new 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: 393 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 248 shares; 2025Q4: 314 shares; 2026Q1: 316 shares; 2026Q2: 359 shares 359 $56.1K 0.01% +43 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 6,312 shares; 2025Q3: 817 shares; 2025Q4: 524 shares; 2026Q1: 597 shares; 2026Q2: 558 shares 558 $55.8K 0.01% -39 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $55.5K 0.01% 0 Timeline LGLV 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $55.5K 0.01% 0 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: 1,550 shares; 2024Q4: 1,282 shares; 2025Q1: 1,067 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $55.4K 0.01% 0 Timeline VONV 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 121 shares; 2025Q2: 100 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 517 shares 517 $55K 0.01% +62 Timeline DWAS 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $54.7K 0.01% 0 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $54.7K 0.01% new 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: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares; 2026Q2: 5,100 shares 5,100 $54.4K 0.01% -2,525 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 6,100 shares; 2026Q1: 6,300 shares; 2026Q2: 6,100 shares 6,100 $54K 0.01% -200 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: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $53.7K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $53.4K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 353 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,400 shares 1,400 $53.3K 0.01% +350 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: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 5,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,000 shares; 2026Q2: 5,000 shares 5,000 $53.2K 0.01% +2,000 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 465 shares; 2025Q3: 616 shares; 2025Q4: 495 shares; 2026Q1: 496 shares; 2026Q2: 417 shares 417 $53.2K 0.01% -79 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 7,760 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares; 2026Q2: 5,960 shares 5,960 $53.2K 0.01% +200 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 1,287 shares; 2025Q3: 1,163 shares; 2025Q4: 674 shares; 2026Q1: 476 shares; 2026Q2: 300 shares 300 $53.1K 0.01% -176 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 900 shares; 2026Q2: 1,505 shares 1,505 $53K 0.01% +605 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 336 shares; 2025Q1: 212 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 215 shares; 2026Q2: 291 shares 291 $52.3K 0.01% +76 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,327 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,000 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $52.2K 0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 500 shares; 2026Q2: 1,000 shares 1,000 $51.8K 0.01% +500 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 4,943 shares; 2026Q1: 4,943 shares; 2026Q2: 3,698 shares 3,698 $51.7K 0.01% -1,245 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $51.2K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 568 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $50.9K 0.01% 0 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $50.8K 0.01% 0 Timeline IVOV 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: not reported; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $50.6K 0.01% 0 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,750 shares; 2026Q2: 5,900 shares 5,900 $50.5K 0.01% +150 Timeline VXZ BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $50.5K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $50.3K 0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $50K 0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $49.7K 0.01% 0 Timeline IGLB 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: 915 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 947 shares; 2025Q4: 963 shares; 2026Q1: 972 shares; 2026Q2: 985 shares 985 $49.3K 0.01% +13 Timeline GLSI GREENWICH LIFESCIENCES INC More: the full row for GREENWICH LIFESCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $49.3K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,525 shares 1,525 $49K 0.01% new Timeline SPIP 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: 1,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares; 2026Q1: 1,375 shares; 2026Q2: 1,902 shares 1,902 $48.9K 0.01% +527 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 206 shares; 2026Q1: 207 shares; 2026Q2: 208 shares 208 $48.4K 0.01% +1 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,619 shares 2,619 $48.3K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 219 shares; 2025Q3: 154 shares; 2025Q4: 428 shares; 2026Q1: 461 shares; 2026Q2: 412 shares 412 $48.3K 0.01% -49 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $47.9K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $47.1K 0.01% new Timeline