QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,229 shares; 2024Q4: 139,622 shares; 2025Q1: 86,726 shares; 2025Q2: 122,564 shares; 2025Q3: 118,743 shares; 2025Q4: 91,312 shares; 2026Q1: 88,467 shares; 2026Q2: 80,132 shares 80,132 $6.86M 3.48% -8,335 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671,396 shares; 2024Q4: 357,918 shares; 2025Q1: 588,939 shares; 2025Q2: 395,307 shares; 2025Q3: 180,021 shares; 2025Q4: 165,697 shares; 2026Q1: 230,838 shares; 2026Q2: 131,894 shares 131,894 $6.68M 3.39% -98,944 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,508 shares; 2024Q4: 171,932 shares; 2025Q1: 106,270 shares; 2025Q2: 147,981 shares; 2025Q3: 144,566 shares; 2025Q4: 111,541 shares; 2026Q1: 108,137 shares; 2026Q2: 101,712 shares 101,712 $6.49M 3.29% -6,425 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: 25,425 shares; 2025Q2: 26,138 shares; 2025Q3: 50,298 shares; 2025Q4: 55,116 shares; 2026Q1: 32,404 shares; 2026Q2: 75,232 shares 75,232 $5.12M 2.6% +42,828 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,101 shares 31,101 $4.88M 2.48% new 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: 5,002 shares; 2024Q4: 5,316 shares; 2025Q1: 5,193 shares; 2025Q2: 7,535 shares; 2025Q3: 5,591 shares; 2025Q4: 5,775 shares; 2026Q1: 5,928 shares; 2026Q2: 6,036 shares 6,036 $4.51M 2.29% +108 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: 10,009 shares; 2024Q4: 9,502 shares; 2025Q1: 9,713 shares; 2025Q2: 10,158 shares; 2025Q3: 4,275 shares; 2025Q4: 4,554 shares; 2026Q1: 4,855 shares; 2026Q2: 5,827 shares 5,827 $4.36M 2.22% +972 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,212 shares; 2025Q1: 47,168 shares; 2025Q2: 47,743 shares; 2025Q3: 50,067 shares; 2025Q4: 40,500 shares; 2026Q1: 39,923 shares; 2026Q2: 36,172 shares 36,172 $3.9M 1.98% -3,751 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,610 shares; 2025Q4: 103,164 shares; 2026Q1: 163,727 shares; 2026Q2: 72,004 shares 72,004 $3.65M 1.85% -91,723 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 80,916 shares; 2026Q1: 34,070 shares; 2026Q2: 91,982 shares 91,982 $3.36M 1.71% +57,912 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,077 shares; 2024Q4: 15,805 shares; 2025Q1: 15,160 shares; 2025Q2: 14,914 shares; 2025Q3: 16,520 shares; 2025Q4: 16,679 shares; 2026Q1: 16,908 shares; 2026Q2: 16,707 shares 16,707 $3.34M 1.7% -201 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,780 shares 64,780 $3.26M 1.66% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 3,345 shares; 2025Q1: 3,412 shares; 2025Q2: 3,509 shares; 2025Q3: 3,748 shares; 2025Q4: 3,889 shares; 2026Q1: 4,031 shares; 2026Q2: 4,223 shares 4,223 $3.11M 1.58% +192 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: 5,389 shares; 2024Q4: 6,637 shares; 2025Q1: 5,775 shares; 2025Q2: 5,900 shares; 2025Q3: 7,028 shares; 2025Q4: 7,035 shares; 2026Q1: 7,431 shares; 2026Q2: 8,738 shares 8,738 $2.53M 1.28% +1,307 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: 5,916 shares; 2024Q4: 6,291 shares; 2025Q1: 6,472 shares; 2025Q2: 6,889 shares; 2025Q3: 7,566 shares; 2025Q4: 7,207 shares; 2026Q1: 6,207 shares; 2026Q2: 6,453 shares 6,453 $2.41M 1.22% +246 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,407 shares; 2025Q1: 27,533 shares; 2025Q2: 34,899 shares; 2025Q3: 47,687 shares; 2025Q4: 56,438 shares; 2026Q1: 50,884 shares; 2026Q2: 43,282 shares 43,282 $2.27M 1.15% -7,602 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: 21,847 shares; 2024Q4: 20,582 shares; 2025Q1: 18,177 shares; 2025Q2: 17,904 shares; 2025Q3: 17,895 shares; 2025Q4: 18,047 shares; 2026Q1: 17,084 shares; 2026Q2: 18,967 shares 18,967 $2.26M 1.15% +1,883 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 1,991 shares; 2025Q1: 2,023 shares; 2025Q2: 1,920 shares; 2025Q3: 1,755 shares; 2025Q4: 1,863 shares; 2026Q1: 1,801 shares; 2026Q2: 1,869 shares 1,869 $2.24M 1.14% +68 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: 2,841 shares; 2024Q4: 3,314 shares; 2025Q1: 3,490 shares; 2025Q2: 3,159 shares; 2025Q3: 3,277 shares; 2025Q4: 3,574 shares; 2026Q1: 3,842 shares; 2026Q2: 4,056 shares 4,056 $2.12M 1.08% +214 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,061 shares; 2024Q4: 5,464 shares; 2025Q1: 5,012 shares; 2025Q2: 3,958 shares; 2025Q3: 5,436 shares; 2025Q4: 6,263 shares; 2026Q1: 5,784 shares; 2026Q2: 5,783 shares 5,783 $2.07M 1.05% -1 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: 3,154 shares; 2024Q4: 3,281 shares; 2025Q1: 3,437 shares; 2025Q2: 3,776 shares; 2025Q3: 2,441 shares; 2025Q4: 2,765 shares; 2026Q1: 2,839 shares; 2026Q2: 2,971 shares 2,971 $2.04M 1.04% +132 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,086 shares; 2024Q4: 7,023 shares; 2025Q1: 7,656 shares; 2025Q2: 7,801 shares; 2025Q3: 6,451 shares; 2025Q4: 8,245 shares; 2026Q1: 8,572 shares; 2026Q2: 5,495 shares 5,495 $2.01M 1.02% -3,077 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,018 shares; 2026Q1: 6,753 shares; 2026Q2: 6,703 shares 6,703 $1.92M 0.97% -50 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,875 shares; 2026Q2: 37,665 shares 37,665 $1.9M 0.96% -69,210 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,469 shares; 2026Q1: 18,081 shares; 2026Q2: 47,285 shares 47,285 $1.86M 0.94% +29,204 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,937 shares; 2024Q4: 23,489 shares; 2025Q1: 25,775 shares; 2025Q2: 25,406 shares; 2025Q3: 23,727 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,523 shares 31,523 $1.82M 0.93% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 67,582 shares; 2025Q4: 26,427 shares; 2026Q1: 24,055 shares; 2026Q2: 37,850 shares 37,850 $1.77M 0.9% +13,795 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,841 shares; 2025Q2: 49,472 shares; 2025Q3: 50,122 shares; 2025Q4: 47,159 shares; 2026Q1: 48,770 shares; 2026Q2: 49,918 shares 49,918 $1.69M 0.86% +1,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,095 shares; 2025Q3: 28,143 shares; 2025Q4: 50,753 shares; 2026Q1: not reported; 2026Q2: 53,660 shares 53,660 $1.57M 0.8% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,253 shares; 2025Q2: 38,670 shares; 2025Q3: 42,844 shares; 2025Q4: 36,089 shares; 2026Q1: 36,640 shares; 2026Q2: 34,128 shares 34,128 $1.56M 0.79% -2,512 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,380 shares; 2024Q4: 23,642 shares; 2025Q1: 25,160 shares; 2025Q2: 26,720 shares; 2025Q3: 30,978 shares; 2025Q4: 21,795 shares; 2026Q1: 21,835 shares; 2026Q2: 28,807 shares 28,807 $1.56M 0.79% +6,972 Timeline SPHQ 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: 27,946 shares; 2024Q4: 4,372 shares; 2025Q1: 5,325 shares; 2025Q2: 9,047 shares; 2025Q3: 9,765 shares; 2025Q4: 12,825 shares; 2026Q1: 17,926 shares; 2026Q2: 17,159 shares 17,159 $1.55M 0.79% -767 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,100 shares; 2025Q3: 11,400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,431 shares 9,431 $1.52M 0.77% new 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: 3,333 shares; 2024Q4: 2,740 shares; 2025Q1: 3,245 shares; 2025Q2: 2,899 shares; 2025Q3: 3,287 shares; 2025Q4: 3,975 shares; 2026Q1: 3,851 shares; 2026Q2: 4,008 shares 4,008 $1.51M 0.77% +157 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,434 shares; 2024Q4: 75,135 shares; 2025Q1: 67,802 shares; 2025Q2: 69,008 shares; 2025Q3: 56,300 shares; 2025Q4: 44,105 shares; 2026Q1: 38,903 shares; 2026Q2: 47,262 shares 47,262 $1.45M 0.73% +8,359 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: 30,699 shares; 2024Q4: 27,698 shares; 2025Q1: 23,807 shares; 2025Q2: 23,114 shares; 2025Q3: 22,357 shares; 2025Q4: 22,217 shares; 2026Q1: 22,496 shares; 2026Q2: 23,312 shares 23,312 $1.42M 0.72% +816 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: 2,063 shares; 2024Q4: 3,084 shares; 2025Q1: 2,978 shares; 2025Q2: 3,785 shares; 2025Q3: 3,164 shares; 2025Q4: 3,719 shares; 2026Q1: 3,776 shares; 2026Q2: 3,322 shares 3,322 $1.4M 0.71% -454 Timeline RSST 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: 18,602 shares; 2024Q4: 17,386 shares; 2025Q1: 10,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,090 shares 41,090 $1.34M 0.68% new Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL 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: not reported; 2026Q1: not reported; 2026Q2: 30,160 shares 30,160 $1.32M 0.67% new 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: 24,641 shares; 2024Q4: 36,416 shares; 2025Q1: 12,700 shares; 2025Q2: 19,682 shares; 2025Q3: 17,583 shares; 2025Q4: 16,343 shares; 2026Q1: 10,401 shares; 2026Q2: 9,367 shares 9,367 $1.29M 0.65% -1,034 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: 3,486 shares; 2024Q4: 4,550 shares; 2025Q1: 3,987 shares; 2025Q2: 4,633 shares; 2025Q3: 5,339 shares; 2025Q4: 5,498 shares; 2026Q1: 5,269 shares; 2026Q2: 5,405 shares 5,405 $1.29M 0.65% +136 Timeline FLTR 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: 22,279 shares; 2024Q4: 34,689 shares; 2025Q1: 48,135 shares; 2025Q2: 49,815 shares; 2025Q3: 47,764 shares; 2025Q4: 49,153 shares; 2026Q1: 50,167 shares; 2026Q2: 48,089 shares 48,089 $1.23M 0.63% -2,078 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,584 shares; 2024Q4: 28,382 shares; 2025Q1: 30,971 shares; 2025Q2: 29,866 shares; 2025Q3: 28,716 shares; 2025Q4: 55,308 shares; 2026Q1: 52,962 shares; 2026Q2: 51,632 shares 51,632 $1.23M 0.62% -1,330 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,909 shares; 2025Q4: 24,282 shares; 2026Q1: 25,211 shares; 2026Q2: 22,932 shares 22,932 $1.21M 0.61% -2,279 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,229 shares 42,229 $1.18M 0.6% new Timeline SYSB 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: 15,906 shares; 2026Q1: 14,412 shares; 2026Q2: 12,666 shares 12,666 $1.12M 0.57% -1,746 Timeline VLUE 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: 5,652 shares; 2025Q4: 16,268 shares; 2026Q1: not reported; 2026Q2: 5,272 shares 5,272 $1.05M 0.53% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 4,060 shares; 2025Q1: 3,998 shares; 2025Q2: 4,481 shares; 2025Q3: 7,368 shares; 2025Q4: 6,818 shares; 2026Q1: 5,998 shares; 2026Q2: 6,654 shares 6,654 $1.05M 0.53% +656 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,628 shares; 2024Q4: 10,553 shares; 2025Q1: 16,389 shares; 2025Q2: 16,509 shares; 2025Q3: 16,773 shares; 2025Q4: 17,914 shares; 2026Q1: 17,759 shares; 2026Q2: 19,867 shares 19,867 $1.03M 0.52% +2,108 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: 2,408 shares; 2024Q4: 2,065 shares; 2025Q1: 2,038 shares; 2025Q2: 2,138 shares; 2025Q3: 3,150 shares; 2025Q4: 3,944 shares; 2026Q1: 2,860 shares; 2026Q2: 3,142 shares 3,142 $1.03M 0.52% +282 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: 9,016 shares; 2024Q4: 8,442 shares; 2025Q1: 8,376 shares; 2025Q2: 8,378 shares; 2025Q3: 3,335 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares; 2026Q2: 3,515 shares 3,515 $1.02M 0.52% +178 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 14,362 shares; 2025Q1: 19,884 shares; 2025Q2: 20,245 shares; 2025Q3: 20,555 shares; 2025Q4: 20,874 shares; 2026Q1: 20,058 shares; 2026Q2: 19,989 shares 19,989 $1.01M 0.51% -69 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,736 shares; 2025Q1: 1,497 shares; 2025Q2: 1,640 shares; 2025Q3: 1,937 shares; 2025Q4: 2,128 shares; 2026Q1: 1,755 shares; 2026Q2: 1,778 shares 1,778 $1M 0.51% +23 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,566 shares; 2024Q4: 4,197 shares; 2025Q1: 4,646 shares; 2025Q2: 4,892 shares; 2025Q3: 5,847 shares; 2025Q4: 7,221 shares; 2026Q1: 6,479 shares; 2026Q2: 7,317 shares 7,317 $1M 0.51% +838 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,888 shares; 2024Q4: 9,182 shares; 2025Q1: 6,199 shares; 2025Q2: 7,971 shares; 2025Q3: 4,405 shares; 2025Q4: 4,432 shares; 2026Q1: 4,454 shares; 2026Q2: 2,426 shares 2,426 $993K 0.5% -2,028 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,019 shares; 2024Q4: 14,561 shares; 2025Q1: 13,707 shares; 2025Q2: 16,298 shares; 2025Q3: 13,658 shares; 2025Q4: 11,783 shares; 2026Q1: 10,225 shares; 2026Q2: 10,369 shares 10,369 $980K 0.5% +144 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,220 shares; 2024Q4: 85,434 shares; 2025Q1: 44,404 shares; 2025Q2: 48,419 shares; 2025Q3: 54,388 shares; 2025Q4: 41,977 shares; 2026Q1: 41,731 shares; 2026Q2: 41,471 shares 41,471 $976K 0.5% -260 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 2,096 shares; 2025Q1: 2,265 shares; 2025Q2: 2,160 shares; 2025Q3: 3,009 shares; 2025Q4: 3,772 shares; 2026Q1: 3,293 shares; 2026Q2: 3,690 shares 3,690 $937K 0.48% +397 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,641 shares 2,641 $905K 0.46% new Timeline PAAA 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: 4,062 shares; 2025Q1: 12,644 shares; 2025Q2: 13,301 shares; 2025Q3: 14,054 shares; 2025Q4: 15,641 shares; 2026Q1: 15,725 shares; 2026Q2: 17,533 shares 17,533 $899K 0.46% +1,808 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,326 shares; 2024Q4: 27,543 shares; 2025Q1: 15,929 shares; 2025Q2: 27,757 shares; 2025Q3: 17,980 shares; 2025Q4: 8,251 shares; 2026Q1: 8,937 shares; 2026Q2: 9,059 shares 9,059 $897K 0.46% +122 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: 12,557 shares; 2024Q4: 12,478 shares; 2025Q1: 12,386 shares; 2025Q2: 11,694 shares; 2025Q3: 5,765 shares; 2025Q4: 5,554 shares; 2026Q1: 5,451 shares; 2026Q2: 5,351 shares 5,351 $879K 0.45% -100 Timeline BOXX 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: 22,972 shares; 2024Q4: 23,446 shares; 2025Q1: 21,183 shares; 2025Q2: 32,564 shares; 2025Q3: 6,454 shares; 2025Q4: 6,423 shares; 2026Q1: 6,950 shares; 2026Q2: 7,429 shares 7,429 $870K 0.44% +479 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,086 shares 41,086 $854K 0.43% new 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: 5,780 shares; 2024Q4: 6,062 shares; 2025Q1: 4,598 shares; 2025Q2: 4,939 shares; 2025Q3: 5,975 shares; 2025Q4: 7,551 shares; 2026Q1: 8,678 shares; 2026Q2: 7,413 shares 7,413 $840K 0.43% -1,265 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: 1,209 shares; 2024Q4: 1,428 shares; 2025Q1: 1,338 shares; 2025Q2: 1,441 shares; 2025Q3: 1,533 shares; 2025Q4: 1,690 shares; 2026Q1: 1,625 shares; 2026Q2: 9,260 shares 9,260 $814K 0.41% +7,635 Timeline DDEC 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: 7,083 shares; 2025Q1: 15,949 shares; 2025Q2: 15,949 shares; 2025Q3: 15,913 shares; 2025Q4: 15,913 shares; 2026Q1: 17,061 shares; 2026Q2: 17,061 shares 17,061 $808K 0.41% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 655 shares; 2026Q1: 1,050 shares; 2026Q2: 1,127 shares 1,127 $804K 0.41% +77 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,164 shares; 2024Q4: 9,754 shares; 2025Q1: 9,756 shares; 2025Q2: 9,976 shares; 2025Q3: 9,760 shares; 2025Q4: 13,946 shares; 2026Q1: 9,762 shares; 2026Q2: 10,510 shares 10,510 $787K 0.4% +748 Timeline MGC 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: 12,745 shares; 2024Q4: 3,538 shares; 2025Q1: 2,673 shares; 2025Q2: 2,839 shares; 2025Q3: 2,614 shares; 2025Q4: 2,811 shares; 2026Q1: 2,835 shares; 2026Q2: 2,841 shares 2,841 $778K 0.39% +6 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: 384 shares; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 391 shares; 2025Q3: 577 shares; 2025Q4: 821 shares; 2026Q1: 701 shares; 2026Q2: 793 shares 793 $776K 0.39% +92 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,633 shares; 2024Q4: 7,668 shares; 2025Q1: 7,878 shares; 2025Q2: 8,057 shares; 2025Q3: not reported; 2025Q4: 12,504 shares; 2026Q1: 12,479 shares; 2026Q2: 9,195 shares 9,195 $762K 0.39% -3,284 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 1,784 shares; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $757K 0.38% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,212 shares; 2024Q4: 13,465 shares; 2025Q1: 15,090 shares; 2025Q2: 13,707 shares; 2025Q3: 12,612 shares; 2025Q4: 20,635 shares; 2026Q1: 20,562 shares; 2026Q2: 19,820 shares 19,820 $756K 0.38% -742 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: 967 shares; 2024Q4: 1,118 shares; 2025Q1: 1,169 shares; 2025Q2: 1,253 shares; 2025Q3: 1,571 shares; 2025Q4: 1,840 shares; 2026Q1: 1,630 shares; 2026Q2: 1,507 shares 1,507 $754K 0.38% -123 Timeline SPHB 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: not reported; 2026Q2: 4,763 shares 4,763 $741K 0.38% new 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: 433 shares; 2024Q4: 444 shares; 2025Q1: 424 shares; 2025Q2: 442 shares; 2025Q3: 452 shares; 2025Q4: 521 shares; 2026Q1: 609 shares; 2026Q2: 6,123 shares 6,123 $732K 0.37% +5,514 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: 3,182 shares; 2025Q1: 3,251 shares; 2025Q2: 3,698 shares; 2025Q3: 3,850 shares; 2025Q4: 4,020 shares; 2026Q1: 4,432 shares; 2026Q2: 4,432 shares 4,432 $724K 0.37% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,583 shares; 2024Q4: 10,071 shares; 2025Q1: 10,052 shares; 2025Q2: 10,169 shares; 2025Q3: 4,691 shares; 2025Q4: 5,659 shares; 2026Q1: 6,077 shares; 2026Q2: 6,180 shares 6,180 $723K 0.37% +103 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,569 shares; 2025Q1: 2,658 shares; 2025Q2: 2,718 shares; 2025Q3: 1,628 shares; 2025Q4: 1,908 shares; 2026Q1: 2,003 shares; 2026Q2: 8,974 shares 8,974 $723K 0.37% +6,971 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: 1,245 shares; 2024Q4: 1,343 shares; 2025Q1: 1,457 shares; 2025Q2: 1,418 shares; 2025Q3: 1,619 shares; 2025Q4: 1,981 shares; 2026Q1: 2,046 shares; 2026Q2: 2,042 shares 2,042 $720K 0.37% -4 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,992 shares; 2025Q4: 16,618 shares; 2026Q1: 16,574 shares; 2026Q2: 16,554 shares 16,554 $714K 0.36% -20 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,259 shares 17,259 $700K 0.36% new 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: 2,465 shares; 2024Q4: 3,482 shares; 2025Q1: 2,236 shares; 2025Q2: 2,329 shares; 2025Q3: 2,411 shares; 2025Q4: 2,015 shares; 2026Q1: 2,303 shares; 2026Q2: 2,274 shares 2,274 $683K 0.35% -29 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,824 shares; 2025Q1: 1,426 shares; 2025Q2: 1,516 shares; 2025Q3: 1,927 shares; 2025Q4: 2,632 shares; 2026Q1: 2,397 shares; 2026Q2: 2,706 shares 2,706 $681K 0.35% +309 Timeline THTA TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,250 shares; 2024Q4: 316,522 shares; 2025Q1: 445,017 shares; 2025Q2: 295,621 shares; 2025Q3: 86,110 shares; 2025Q4: 60,274 shares; 2026Q1: 43,049 shares; 2026Q2: 43,163 shares 43,163 $673K 0.34% +114 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 1,528 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,448 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,796 shares 1,796 $665K 0.34% +342 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: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 805 shares; 2025Q3: 852 shares; 2025Q4: 769 shares; 2026Q1: 834 shares; 2026Q2: 1,012 shares 1,012 $664K 0.34% +178 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: 571 shares; 2024Q4: 597 shares; 2025Q1: 601 shares; 2025Q2: 662 shares; 2025Q3: 614 shares; 2025Q4: 548 shares; 2026Q1: 698 shares; 2026Q2: 687 shares 687 $643K 0.33% -11 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: 4,992 shares; 2024Q4: 4,997 shares; 2025Q1: 4,348 shares; 2025Q2: 2,955 shares; 2025Q3: 4,510 shares; 2025Q4: 6,635 shares; 2026Q1: 5,687 shares; 2026Q2: 5,470 shares 5,470 $643K 0.33% -217 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,863 shares; 2026Q1: 1,567 shares; 2026Q2: 1,476 shares 1,476 $640K 0.32% -91 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,582 shares; 2025Q2: 11,702 shares; 2025Q3: 12,439 shares; 2025Q4: 13,297 shares; 2026Q1: 13,241 shares; 2026Q2: 12,002 shares 12,002 $635K 0.32% -1,239 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,160 shares; 2025Q1: 20,672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,458 shares; 2026Q1: 18,563 shares; 2026Q2: 15,171 shares 15,171 $617K 0.31% -3,392 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: 4,031 shares; 2024Q4: 3,855 shares; 2025Q1: 9,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,065 shares 7,065 $611K 0.31% new 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: 651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: 936 shares; 2026Q1: 872 shares; 2026Q2: 549 shares 549 $585K 0.3% -323 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: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 2,422 shares; 2025Q4: 3,155 shares; 2026Q1: 2,710 shares; 2026Q2: 3,186 shares 3,186 $576K 0.29% +476 Timeline SMAY 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: 17,983 shares; 2026Q1: not reported; 2026Q2: 20,232 shares 20,232 $574K 0.29% new Timeline EYLD 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: 16,081 shares; 2024Q4: 16,862 shares; 2025Q1: 18,123 shares; 2025Q2: 18,190 shares; 2025Q3: 26,547 shares; 2025Q4: 18,298 shares; 2026Q1: 18,710 shares; 2026Q2: 12,374 shares 12,374 $562K 0.29% -6,336 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: 2,274 shares; 2024Q4: 4,548 shares; 2025Q1: 4,596 shares; 2025Q2: 4,597 shares; 2025Q3: 4,599 shares; 2025Q4: 4,599 shares; 2026Q1: 4,599 shares; 2026Q2: 4,799 shares 4,799 $551K 0.28% +200 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,699 shares; 2025Q2: 8,787 shares; 2025Q3: 10,969 shares; 2025Q4: 10,244 shares; 2026Q1: 9,776 shares; 2026Q2: 10,165 shares 10,165 $545K 0.28% +389 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,580 shares; 2025Q1: 1,541 shares; 2025Q2: 1,539 shares; 2025Q3: 1,512 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares; 2026Q2: 2,773 shares 2,773 $528K 0.27% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 903 shares 903 $525K 0.27% new Timeline CTA 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: 40,698 shares; 2024Q4: 40,041 shares; 2025Q1: 61,232 shares; 2025Q2: 76,564 shares; 2025Q3: 89,794 shares; 2025Q4: 66,777 shares; 2026Q1: 60,222 shares; 2026Q2: 20,200 shares 20,200 $524K 0.27% -40,022 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: 2,465 shares; 2024Q4: 2,356 shares; 2025Q1: 2,300 shares; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 4,018 shares; 2026Q1: 3,472 shares; 2026Q2: 3,946 shares 3,946 $507K 0.26% +474 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 2,618 shares; 2026Q2: 2,829 shares 2,829 $499K 0.25% +211 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,148 shares; 2026Q2: 15,584 shares 15,584 $494K 0.25% +6,436 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: 3,146 shares; 2024Q4: 3,200 shares; 2025Q1: 3,076 shares; 2025Q2: 3,403 shares; 2025Q3: 3,519 shares; 2025Q4: 3,947 shares; 2026Q1: 3,106 shares; 2026Q2: 3,368 shares 3,368 $494K 0.25% +262 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: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,407 shares; 2025Q3: 1,799 shares; 2025Q4: 1,777 shares; 2026Q1: 1,853 shares; 2026Q2: 2,264 shares 2,264 $493K 0.25% +411 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 694 shares; 2025Q4: 801 shares; 2026Q1: 988 shares; 2026Q2: 3,900 shares 3,900 $484K 0.25% +2,912 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: 4,612 shares; 2024Q4: 5,462 shares; 2025Q1: 3,759 shares; 2025Q2: 3,746 shares; 2025Q3: 4,348 shares; 2025Q4: 5,508 shares; 2026Q1: 4,883 shares; 2026Q2: 5,796 shares 5,796 $471K 0.24% +913 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,619 shares 12,619 $469K 0.24% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,981 shares; 2024Q4: 38,906 shares; 2025Q1: 38,479 shares; 2025Q2: 42,974 shares; 2025Q3: 31,585 shares; 2025Q4: 11,547 shares; 2026Q1: 11,465 shares; 2026Q2: 8,013 shares 8,013 $467K 0.24% -3,452 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: 34,137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,785 shares; 2026Q2: 7,732 shares 7,732 $466K 0.24% +947 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: 2,350 shares; 2026Q2: 2,400 shares 2,400 $455K 0.23% +50 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,470 shares; 2025Q3: 6,028 shares; 2025Q4: 7,824 shares; 2026Q1: 7,073 shares; 2026Q2: 7,948 shares 7,948 $453K 0.23% +875 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,509 shares; 2026Q2: 13,509 shares 13,509 $450K 0.23% 0 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: 9,868 shares; 2024Q4: 9,096 shares; 2025Q1: 7,503 shares; 2025Q2: 7,480 shares; 2025Q3: 5,761 shares; 2025Q4: 11,296 shares; 2026Q1: 11,556 shares; 2026Q2: 13,455 shares 13,455 $448K 0.23% +1,899 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,965 shares; 2026Q1: 2,698 shares; 2026Q2: 3,197 shares 3,197 $447K 0.23% +499 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,114 shares; 2024Q4: 4,514 shares; 2025Q1: 4,856 shares; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 4,164 shares; 2026Q2: 4,553 shares 4,553 $440K 0.22% +389 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: 3,059 shares; 2025Q1: 2,850 shares; 2025Q2: 3,153 shares; 2025Q3: 3,918 shares; 2025Q4: 5,136 shares; 2026Q1: 4,739 shares; 2026Q2: 5,316 shares 5,316 $439K 0.22% +577 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: 1,328 shares; 2025Q1: 1,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $435K 0.22% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,368 shares; 2025Q2: 5,230 shares; 2025Q3: 5,253 shares; 2025Q4: 6,922 shares; 2026Q1: 8,705 shares; 2026Q2: 10,150 shares 10,150 $430K 0.22% +1,445 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares; 2026Q2: 1,152 shares 1,152 $430K 0.22% +199 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,174 shares; 2024Q4: 2,541 shares; 2025Q1: 2,291 shares; 2025Q2: 2,315 shares; 2025Q3: 3,166 shares; 2025Q4: 4,053 shares; 2026Q1: 3,482 shares; 2026Q2: 4,112 shares 4,112 $428K 0.22% +630 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: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 336 shares; 2025Q4: 520 shares; 2026Q1: 398 shares; 2026Q2: 443 shares 443 $426K 0.22% +45 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares; 2026Q2: 585 shares 585 $423K 0.21% -6 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,298 shares; 2025Q1: 1,444 shares; 2025Q2: 1,157 shares; 2025Q3: 1,168 shares; 2025Q4: 1,190 shares; 2026Q1: 1,160 shares; 2026Q2: 1,220 shares 1,220 $419K 0.21% +60 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 3,698 shares; 2025Q3: 3,700 shares; 2025Q4: 5,086 shares; 2026Q1: 3,700 shares; 2026Q2: 7,399 shares 7,399 $416K 0.21% +3,699 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,422 shares; 2025Q1: 2,276 shares; 2025Q2: 3,358 shares; 2025Q3: 3,322 shares; 2025Q4: 3,582 shares; 2026Q1: 2,981 shares; 2026Q2: 3,059 shares 3,059 $414K 0.21% +78 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,112 shares; 2024Q4: not reported; 2025Q1: 3,951 shares; 2025Q2: 3,946 shares; 2025Q3: 3,997 shares; 2025Q4: 3,989 shares; 2026Q1: 3,986 shares; 2026Q2: 3,993 shares 3,993 $413K 0.21% +7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 1,020 shares; 2025Q1: 619 shares; 2025Q2: 785 shares; 2025Q3: 781 shares; 2025Q4: 572 shares; 2026Q1: 570 shares; 2026Q2: 564 shares 564 $397K 0.2% -6 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: 4,715 shares; 2024Q4: 9,884 shares; 2025Q1: 6,933 shares; 2025Q2: 3,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares; 2026Q2: 6,948 shares 6,948 $392K 0.2% +2,915 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,584 shares; 2025Q4: 12,282 shares; 2026Q1: 10,375 shares; 2026Q2: 12,180 shares 12,180 $389K 0.2% +1,805 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,030 shares; 2025Q1: 1,867 shares; 2025Q2: 1,978 shares; 2025Q3: 2,729 shares; 2025Q4: 3,734 shares; 2026Q1: 3,210 shares; 2026Q2: 3,601 shares 3,601 $389K 0.2% +391 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares; 2026Q1: 2,260 shares; 2026Q2: 2,630 shares 2,630 $380K 0.19% +370 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: 5,710 shares; 2024Q4: 7,851 shares; 2025Q1: 5,235 shares; 2025Q2: 5,846 shares; 2025Q3: 7,624 shares; 2025Q4: 10,157 shares; 2026Q1: 7,388 shares; 2026Q2: 8,940 shares 8,940 $379K 0.19% +1,552 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,049 shares 6,049 $372K 0.19% new Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares; 2025Q4: 7,213 shares; 2026Q1: 6,020 shares; 2026Q2: 6,020 shares 6,020 $368K 0.19% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 7,156 shares; 2025Q3: 7,763 shares; 2025Q4: 11,357 shares; 2026Q1: 10,441 shares; 2026Q2: 4,807 shares 4,807 $363K 0.18% -5,634 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: 2,134 shares; 2024Q4: 2,001 shares; 2025Q1: 1,780 shares; 2025Q2: 1,831 shares; 2025Q3: 1,580 shares; 2025Q4: 2,158 shares; 2026Q1: 1,720 shares; 2026Q2: 1,960 shares 1,960 $362K 0.18% +240 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,894 shares; 2026Q1: 8,808 shares; 2026Q2: 8,372 shares 8,372 $354K 0.18% -436 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 957 shares; 2026Q1: 984 shares; 2026Q2: 984 shares 984 $348K 0.18% 0 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: 888 shares; 2024Q4: 994 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 1,002 shares; 2025Q4: 1,008 shares; 2026Q1: 996 shares; 2026Q2: 1,132 shares 1,132 $343K 0.17% +136 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares; 2026Q1: 6,412 shares; 2026Q2: 7,142 shares 7,142 $339K 0.17% +730 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: 1,651 shares; 2024Q4: 1,635 shares; 2025Q1: 1,641 shares; 2025Q2: 1,648 shares; 2025Q3: 1,604 shares; 2025Q4: 1,643 shares; 2026Q1: 1,753 shares; 2026Q2: 1,474 shares 1,474 $335K 0.17% -279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 4,035 shares; 2026Q1: 3,386 shares; 2026Q2: 3,954 shares 3,954 $335K 0.17% +568 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares; 2025Q4: 4,966 shares; 2026Q1: 5,917 shares; 2026Q2: 7,312 shares 7,312 $334K 0.17% +1,395 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,846 shares; 2025Q1: 5,072 shares; 2025Q2: 4,368 shares; 2025Q3: 4,523 shares; 2025Q4: 4,257 shares; 2026Q1: 4,121 shares; 2026Q2: 4,081 shares 4,081 $330K 0.17% -40 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: not reported; 2024Q4: not reported; 2025Q1: 7,140 shares; 2025Q2: 7,632 shares; 2025Q3: 11,726 shares; 2025Q4: 15,710 shares; 2026Q1: 14,001 shares; 2026Q2: 15,748 shares 15,748 $326K 0.17% +1,747 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,444 shares 2,444 $326K 0.17% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,143 shares; 2024Q4: 36,135 shares; 2025Q1: 26,743 shares; 2025Q2: 21,753 shares; 2025Q3: 16,726 shares; 2025Q4: 14,496 shares; 2026Q1: 14,077 shares; 2026Q2: 12,632 shares 12,632 $322K 0.16% -1,445 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 4,477 shares; 2026Q1: 3,954 shares; 2026Q2: 4,392 shares 4,392 $316K 0.16% +438 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,573 shares; 2025Q4: 1,367 shares; 2026Q1: 1,043 shares; 2026Q2: 1,141 shares 1,141 $307K 0.16% +98 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,534 shares; 2026Q2: 7,077 shares 7,077 $306K 0.16% +543 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,590 shares; 2025Q2: 1,717 shares; 2025Q3: 1,536 shares; 2025Q4: 1,555 shares; 2026Q1: 1,436 shares; 2026Q2: 1,356 shares 1,356 $304K 0.15% -80 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 1,165 shares 1,165 $304K 0.15% +8 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,362 shares; 2024Q4: 3,976 shares; 2025Q1: 3,732 shares; 2025Q2: 3,671 shares; 2025Q3: 2,859 shares; 2025Q4: 2,967 shares; 2026Q1: 2,966 shares; 2026Q2: 2,900 shares 2,900 $301K 0.15% -66 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,470 shares; 2025Q3: 12,358 shares; 2025Q4: 15,274 shares; 2026Q1: 15,469 shares; 2026Q2: 15,281 shares 15,281 $299K 0.15% -188 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $298K 0.15% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,933 shares; 2025Q1: 1,712 shares; 2025Q2: 1,634 shares; 2025Q3: 1,627 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,489 shares 1,489 $294K 0.15% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: 892 shares; 2025Q4: 1,175 shares; 2026Q1: 1,044 shares; 2026Q2: 1,087 shares 1,087 $294K 0.15% +43 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: 4,946 shares; 2026Q1: 4,138 shares; 2026Q2: 4,841 shares 4,841 $292K 0.15% +703 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,327 shares; 2026Q1: 4,488 shares; 2026Q2: 5,168 shares 5,168 $291K 0.15% +680 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $287K 0.15% new 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: 1,219 shares; 2024Q4: 1,233 shares; 2025Q1: 1,238 shares; 2025Q2: 1,244 shares; 2025Q3: 1,250 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $286K 0.15% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares; 2026Q1: 3,371 shares; 2026Q2: 3,371 shares 3,371 $282K 0.14% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,565 shares; 2026Q2: 2,944 shares 2,944 $282K 0.14% +379 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,763 shares; 2024Q4: 5,791 shares; 2025Q1: 6,032 shares; 2025Q2: 5,967 shares; 2025Q3: 5,767 shares; 2025Q4: 6,119 shares; 2026Q1: 6,114 shares; 2026Q2: 2,793 shares 2,793 $281K 0.14% -3,321 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,447 shares; 2025Q3: 6,197 shares; 2025Q4: 6,197 shares; 2026Q1: 6,197 shares; 2026Q2: 6,197 shares 6,197 $275K 0.14% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 11,379 shares; 2025Q3: 6,572 shares; 2025Q4: 6,572 shares; 2026Q1: 6,572 shares; 2026Q2: 6,572 shares 6,572 $271K 0.14% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,118 shares; 2026Q1: 1,715 shares; 2026Q2: 1,999 shares 1,999 $271K 0.14% +284 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: 6,178 shares; 2024Q4: 4,849 shares; 2025Q1: 3,586 shares; 2025Q2: 3,361 shares; 2025Q3: 3,965 shares; 2025Q4: 12,252 shares; 2026Q1: 3,786 shares; 2026Q2: 3,067 shares 3,067 $270K 0.14% -719 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,703 shares 2,703 $268K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares; 2025Q4: 2,118 shares; 2026Q1: not reported; 2026Q2: 984 shares 984 $267K 0.14% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 2,630 shares; 2025Q1: 2,824 shares; 2025Q2: 2,869 shares; 2025Q3: 2,270 shares; 2025Q4: 2,096 shares; 2026Q1: 1,711 shares; 2026Q2: 1,786 shares 1,786 $262K 0.13% +75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 876 shares; 2026Q1: not reported; 2026Q2: 903 shares 903 $254K 0.13% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,516 shares; 2026Q1: 8,347 shares; 2026Q2: 10,509 shares 10,509 $253K 0.13% +2,162 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 837 shares 837 $252K 0.13% new Timeline RBLD 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: 2,773 shares; 2026Q1: 2,817 shares; 2026Q2: 2,783 shares 2,783 $250K 0.13% -34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: not reported; 2026Q2: 672 shares 672 $238K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,476 shares; 2026Q2: 2,502 shares 2,502 $238K 0.12% +26 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 994 shares; 2026Q1: not reported; 2026Q2: 957 shares 957 $236K 0.12% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436 $236K 0.12% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $236K 0.12% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,080 shares; 2024Q4: 49,090 shares; 2025Q1: 48,200 shares; 2025Q2: 49,700 shares; 2025Q3: 49,300 shares; 2025Q4: 40,700 shares; 2026Q1: 52,820 shares; 2026Q2: 53,070 shares 53,070 $235K 0.12% +250 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,047 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 549 shares 549 $234K 0.12% -73 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: 426 shares; 2024Q4: 386 shares; 2025Q1: 422 shares; 2025Q2: 451 shares; 2025Q3: 470 shares; 2025Q4: 4,568 shares; 2026Q1: 4,777 shares; 2026Q2: 3,263 shares 3,263 $233K 0.12% -1,514 Timeline AOA 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: 3,772 shares; 2026Q2: 2,375 shares 2,375 $232K 0.12% -1,397 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,579 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,762 shares 5,762 $231K 0.12% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 540 shares; 2025Q2: 568 shares; 2025Q3: 547 shares; 2025Q4: 462 shares; 2026Q1: 439 shares; 2026Q2: 411 shares 411 $230K 0.12% -28 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,506 shares 2,506 $230K 0.12% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $227K 0.12% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $226K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,976 shares 2,976 $226K 0.11% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 1,388 shares 1,388 $225K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,034 shares 6,034 $223K 0.11% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: 12,232 shares 12,232 $223K 0.11% new 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: 1,297 shares 1,297 $222K 0.11% new 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: 1,562 shares; 2024Q4: 1,665 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 937 shares; 2025Q4: 938 shares; 2026Q1: 936 shares; 2026Q2: 934 shares 934 $221K 0.11% -2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 1,049 shares; 2025Q1: 882 shares; 2025Q2: 691 shares; 2025Q3: 688 shares; 2025Q4: 989 shares; 2026Q1: not reported; 2026Q2: 960 shares 960 $220K 0.11% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 1,283 shares 1,283 $220K 0.11% new 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: 889 shares; 2024Q4: 861 shares; 2025Q1: 930 shares; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 776 shares; 2026Q1: not reported; 2026Q2: 529 shares 529 $220K 0.11% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 731 shares 731 $218K 0.11% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $218K 0.11% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 2,498 shares 2,498 $215K 0.11% new Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,714 shares 4,714 $214K 0.11% 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: not reported; 2025Q1: 6,134 shares; 2025Q2: not reported; 2025Q3: 6,119 shares; 2025Q4: 6,120 shares; 2026Q1: 5,769 shares; 2026Q2: 5,769 shares 5,769 $213K 0.11% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $211K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,539 shares 1,539 $211K 0.11% new 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: 6,349 shares; 2024Q4: 6,429 shares; 2025Q1: 6,582 shares; 2025Q2: 4,864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares 1,419 $210K 0.11% new 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: 3,957 shares; 2024Q4: 4,181 shares; 2025Q1: 4,161 shares; 2025Q2: 4,264 shares; 2025Q3: 2,722 shares; 2025Q4: 2,958 shares; 2026Q1: 2,516 shares; 2026Q2: 2,293 shares 2,293 $210K 0.11% -223 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 951 shares; 2026Q1: not reported; 2026Q2: 882 shares 882 $209K 0.11% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,987 shares 3,987 $209K 0.11% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 151 shares 151 $209K 0.11% 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: 1,730 shares; 2024Q4: 1,481 shares; 2025Q1: 1,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,294 shares; 2026Q2: 1,248 shares 1,248 $207K 0.11% -46 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,467 shares; 2026Q1: 1,237 shares; 2026Q2: 1,104 shares 1,104 $207K 0.1% -133 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 5,385 shares; 2026Q1: 6,715 shares; 2026Q2: 5,385 shares 5,385 $206K 0.1% -1,330 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC 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: 2,184 shares; 2025Q4: 2,873 shares; 2026Q1: 2,520 shares; 2026Q2: 2,629 shares 2,629 $206K 0.1% +109 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,616 shares 5,616 $205K 0.1% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 1,919 shares; 2025Q4: 2,102 shares; 2026Q1: 1,919 shares; 2026Q2: 1,902 shares 1,902 $204K 0.1% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269 shares 269 $203K 0.1% new Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,465 shares 2,465 $201K 0.1% new Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY 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: 6,905 shares 6,905 $201K 0.1% new Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,147 shares 11,147 $182K 0.09% new Timeline OPFI OPPFI INC More: the full row for OPPFI 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: 11,250 shares; 2025Q4: not reported; 2026Q1: 16,849 shares; 2026Q2: 14,657 shares 14,657 $146K 0.07% -2,192 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 34,308 shares 34,308 $142K 0.07% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 12,950 shares 12,950 $110K 0.06% new Timeline