VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12,408,651 shares; 2024Q3: 13,347,465 shares; 2024Q4: 12,249,965 shares; 2025Q1: 12,715,236 shares; 2025Q2: 11,961,486 shares; 2025Q3: 12,131,435 shares; 2025Q4: 11,758,052 shares 11,758,052 $55.7M 9.81% -373,383 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; 2024Q1: not reported; 2024Q2: 9,493 shares; 2024Q3: 21,492 shares; 2024Q4: 51,504 shares; 2025Q1: 16,117 shares; 2025Q2: 19,184 shares; 2025Q3: 24,428 shares; 2025Q4: 27,979 shares 27,979 $19.1M 3.36% +3,551 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; 2024Q1: not reported; 2024Q2: 301 shares; 2024Q3: 56,254 shares; 2024Q4: 202,120 shares; 2025Q1: 234,451 shares; 2025Q2: 216,998 shares; 2025Q3: 201,619 shares; 2025Q4: 196,185 shares 196,185 $13.6M 2.4% -5,434 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,059 shares; 2024Q2: 57,317 shares; 2024Q3: 44,479 shares; 2024Q4: 47,326 shares; 2025Q1: 38,702 shares; 2025Q2: 40,122 shares; 2025Q3: 41,421 shares; 2025Q4: 42,650 shares 42,650 $11.6M 2.04% +1,229 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 700 shares; 2024Q2: 16,783 shares; 2024Q3: 12,247 shares; 2024Q4: 19,064 shares; 2025Q1: 15,019 shares; 2025Q2: 16,666 shares; 2025Q3: 22,387 shares; 2025Q4: 22,771 shares 22,771 $11M 1.94% +384 Timeline IDMO 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; 2024Q1: not reported; 2024Q2: 22,532 shares; 2024Q3: 23,437 shares; 2024Q4: 25,118 shares; 2025Q1: 58,044 shares; 2025Q2: 111,146 shares; 2025Q3: 174,363 shares; 2025Q4: 195,267 shares 195,267 $10.9M 1.91% +20,904 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 880 shares; 2024Q2: 82,240 shares; 2024Q3: 58,289 shares; 2024Q4: 71,958 shares; 2025Q1: 46,490 shares; 2025Q2: 51,759 shares; 2025Q3: 55,310 shares; 2025Q4: 55,573 shares 55,573 $10.4M 1.82% +263 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; 2024Q1: not reported; 2024Q2: 30 shares; 2024Q3: 20,410 shares; 2024Q4: 58,031 shares; 2025Q1: 21,361 shares; 2025Q2: 17,384 shares; 2025Q3: 27,304 shares; 2025Q4: 34,046 shares 34,046 $8.61M 1.52% +6,742 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; 2024Q1: 6,523 shares; 2024Q2: 49,258 shares; 2024Q3: 19,048 shares; 2024Q4: 20,714 shares; 2025Q1: 15,811 shares; 2025Q2: 15,742 shares; 2025Q3: 15,553 shares; 2025Q4: 16,422 shares 16,422 $8.25M 1.45% +869 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,427 shares; 2024Q2: 67,219 shares; 2024Q3: 66,092 shares; 2024Q4: 66,317 shares; 2025Q1: 66,023 shares; 2025Q2: 66,367 shares; 2025Q3: 66,666 shares; 2025Q4: 66,686 shares 66,686 $8.19M 1.44% +20 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; 2024Q1: not reported; 2024Q2: 9,096 shares; 2024Q3: 7,881 shares; 2024Q4: 6,813 shares; 2025Q1: 5,662 shares; 2025Q2: 58,428 shares; 2025Q3: 104,312 shares; 2025Q4: 131,366 shares 131,366 $7.99M 1.41% +27,054 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,311 shares; 2024Q4: 13,289 shares; 2025Q1: 18,056 shares; 2025Q2: 98,163 shares; 2025Q3: 116,816 shares; 2025Q4: 153,990 shares 153,990 $7.75M 1.36% +37,174 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; 2024Q1: not reported; 2024Q2: 88,483 shares; 2024Q3: 90,488 shares; 2024Q4: 270,934 shares; 2025Q1: 293,981 shares; 2025Q2: 281,347 shares; 2025Q3: 280,579 shares; 2025Q4: 279,654 shares 279,654 $7.67M 1.35% -925 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; 2024Q1: 4,094 shares; 2024Q2: 40,651 shares; 2024Q3: 27,049 shares; 2024Q4: 35,201 shares; 2025Q1: 27,485 shares; 2025Q2: 28,697 shares; 2025Q3: 29,226 shares; 2025Q4: 29,037 shares 29,037 $6.7M 1.18% -189 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; 2024Q1: not reported; 2024Q2: 6,686 shares; 2024Q3: 28,099 shares; 2024Q4: 93,869 shares; 2025Q1: 173,636 shares; 2025Q2: 167,074 shares; 2025Q3: 146,784 shares; 2025Q4: 134,523 shares 134,523 $6.33M 1.11% -12,261 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 25,612 shares; 2024Q3: 25,521 shares; 2024Q4: 27,810 shares; 2025Q1: 4,488 shares; 2025Q2: 5,691 shares; 2025Q3: 8,070 shares; 2025Q4: 8,876 shares 8,876 $6.08M 1.07% +806 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60,678 shares; 2024Q4: 186,049 shares; 2025Q1: 165,023 shares; 2025Q2: 140,173 shares; 2025Q3: 117,612 shares; 2025Q4: 91,921 shares 91,921 $5.78M 1.02% -25,691 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; 2024Q1: not reported; 2024Q2: 127,236 shares; 2024Q3: 122,027 shares; 2024Q4: 119,603 shares; 2025Q1: 117,278 shares; 2025Q2: 113,020 shares; 2025Q3: 104,480 shares; 2025Q4: 102,312 shares 102,312 $5.69M 1% -2,168 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 590,182 shares; 2024Q3: 502,619 shares; 2024Q4: 531,589 shares; 2025Q1: 97,928 shares; 2025Q2: 116,215 shares; 2025Q3: 111,340 shares; 2025Q4: 108,788 shares 108,788 $5.06M 0.89% -2,552 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,500 shares; 2025Q3: 213,600 shares; 2025Q4: 286,050 shares 286,050 $5.01M 0.88% +72,450 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; 2024Q1: not reported; 2024Q2: 50,987 shares; 2024Q3: 51,985 shares; 2024Q4: 52,737 shares; 2025Q1: 7,389 shares; 2025Q2: 7,425 shares; 2025Q3: 7,327 shares; 2025Q4: 7,364 shares 7,364 $4.62M 0.81% +37 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 48,180 shares; 2024Q3: 43,938 shares; 2024Q4: 43,284 shares; 2025Q1: 2,070 shares; 2025Q2: 8,152 shares; 2025Q3: 18,244 shares; 2025Q4: 23,022 shares 23,022 $4.57M 0.81% +4,778 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; 2024Q1: not reported; 2024Q2: 7,083 shares; 2024Q3: 8,043 shares; 2024Q4: 9,648 shares; 2025Q1: 6,945 shares; 2025Q2: 6,801 shares; 2025Q3: 9,141 shares; 2025Q4: 9,200 shares 9,200 $4.5M 0.79% +59 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; 2024Q1: not reported; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 125,099 shares; 2025Q1: 85,333 shares; 2025Q2: 133,063 shares; 2025Q3: 141,639 shares; 2025Q4: 116,398 shares 116,398 $4.49M 0.79% -25,241 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; 2024Q1: 561 shares; 2024Q2: 34,473 shares; 2024Q3: 38,326 shares; 2024Q4: 35,355 shares; 2025Q1: 36,974 shares; 2025Q2: 29,417 shares; 2025Q3: 28,171 shares; 2025Q4: 24,832 shares 24,832 $4.41M 0.78% -3,339 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 231,489 shares; 2024Q2: 250,175 shares; 2024Q3: 248,321 shares; 2024Q4: 240,916 shares; 2025Q1: 117,610 shares; 2025Q2: 186,991 shares; 2025Q3: 179,255 shares; 2025Q4: 130,776 shares 130,776 $4.32M 0.76% -48,479 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,649 shares; 2025Q3: 24,518 shares; 2025Q4: 34,062 shares 34,062 $4.2M 0.74% +9,544 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; 2024Q1: 275 shares; 2024Q2: 2,321 shares; 2024Q3: 2,307 shares; 2024Q4: 3,415 shares; 2025Q1: 3,315 shares; 2025Q2: 3,610 shares; 2025Q3: 5,273 shares; 2025Q4: 4,785 shares 4,785 $4.13M 0.73% -488 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 10,253 shares; 2024Q3: 10,163 shares; 2024Q4: 10,236 shares; 2025Q1: 10,191 shares; 2025Q2: 10,419 shares; 2025Q3: 10,475 shares; 2025Q4: 10,407 shares 10,407 $3.89M 0.68% -68 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 52,661 shares; 2024Q3: 38,370 shares; 2024Q4: 38,423 shares; 2025Q1: 25,338 shares; 2025Q2: 25,287 shares; 2025Q3: 35,240 shares; 2025Q4: 35,277 shares 35,277 $3.78M 0.67% +37 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; 2024Q1: not reported; 2024Q2: 7,485 shares; 2024Q3: 6,038 shares; 2024Q4: 5,964 shares; 2025Q1: 8,708 shares; 2025Q2: 8,492 shares; 2025Q3: 10,094 shares; 2025Q4: 11,159 shares 11,159 $3.74M 0.66% +1,065 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,250 shares; 2024Q2: 32,860 shares; 2024Q3: 20,571 shares; 2024Q4: 21,541 shares; 2025Q1: 10,255 shares; 2025Q2: 11,052 shares; 2025Q3: 11,747 shares; 2025Q4: 11,912 shares 11,912 $3.74M 0.66% +165 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 639 shares; 2025Q2: 436 shares; 2025Q3: 31,087 shares; 2025Q4: 31,136 shares 31,136 $3.41M 0.6% +49 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 43,732 shares; 2024Q3: 43,744 shares; 2024Q4: 43,459 shares; 2025Q1: 68,983 shares; 2025Q2: 72,939 shares; 2025Q3: 73,099 shares; 2025Q4: 72,962 shares 72,962 $3.33M 0.59% -137 Timeline VRIG 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,454 shares; 2025Q2: 103,334 shares; 2025Q3: 114,800 shares; 2025Q4: 129,264 shares 129,264 $3.25M 0.57% +14,464 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 831 shares; 2024Q3: 682 shares; 2024Q4: 590 shares; 2025Q1: 1,019 shares; 2025Q2: 5,074 shares; 2025Q3: 8,351 shares; 2025Q4: 15,151 shares 15,151 $3.21M 0.57% +6,800 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 45,805 shares; 2024Q3: 60,677 shares; 2024Q4: 58,793 shares; 2025Q1: 57,283 shares; 2025Q2: 60,550 shares; 2025Q3: 60,934 shares; 2025Q4: 60,906 shares 60,906 $3.07M 0.54% -28 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,427 shares; 2024Q3: 5,673 shares; 2024Q4: 5,063 shares; 2025Q1: 5,821 shares; 2025Q2: 15,356 shares; 2025Q3: 19,782 shares; 2025Q4: 24,400 shares 24,400 $3.01M 0.53% +4,618 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,621 shares; 2025Q2: 52,683 shares; 2025Q3: 52,208 shares; 2025Q4: 56,508 shares 56,508 $2.91M 0.51% +4,300 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 10,143 shares; 2024Q3: 10,147 shares; 2024Q4: 10,229 shares; 2025Q1: 21,505 shares; 2025Q2: 34,931 shares; 2025Q3: 35,497 shares; 2025Q4: 48,716 shares 48,716 $2.86M 0.5% +13,219 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,684 shares; 2024Q3: 3,354 shares; 2024Q4: 7,022 shares; 2025Q1: 7,977 shares; 2025Q2: 9,274 shares; 2025Q3: 9,765 shares; 2025Q4: 11,349 shares 11,349 $2.84M 0.5% +1,584 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 154,192 shares; 2024Q3: 151,945 shares; 2024Q4: 159,804 shares; 2025Q1: 5,237 shares; 2025Q2: 16,479 shares; 2025Q3: 24,751 shares; 2025Q4: 39,089 shares 39,089 $2.63M 0.46% +14,338 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,033 shares; 2024Q4: 49,013 shares; 2025Q1: 49,008 shares; 2025Q2: 54,142 shares; 2025Q3: 62,435 shares; 2025Q4: 59,188 shares 59,188 $2.62M 0.46% -3,247 Timeline KEYCORP NEW DEP SHS REPSTG … KEYCORP NEW DEP SHS REPSTG 1/4 More: the full row for KEYCORP NEW DEP SHS REPSTG 1/4 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 62,792 shares; 2024Q4: 174,311 shares; 2025Q1: 167,761 shares; 2025Q2: 159,574 shares; 2025Q3: 145,274 shares; 2025Q4: 123,674 shares 123,674 $2.62M 0.46% -21,600 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 144 shares; 2024Q2: 12,774 shares; 2024Q3: 9,018 shares; 2024Q4: 9,620 shares; 2025Q1: 7,752 shares; 2025Q2: 7,323 shares; 2025Q3: 7,955 shares; 2025Q4: 8,163 shares 8,163 $2.56M 0.45% +208 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 949 shares; 2024Q2: 11,519 shares; 2024Q3: 15,514 shares; 2024Q4: 10,730 shares; 2025Q1: 8,902 shares; 2025Q2: 9,171 shares; 2025Q3: 13,484 shares; 2025Q4: 16,522 shares 16,522 $2.52M 0.44% +3,038 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 150,467 shares; 2024Q3: 151,323 shares; 2024Q4: 156,776 shares; 2025Q1: 9,174 shares; 2025Q2: 25,697 shares; 2025Q3: 30,673 shares; 2025Q4: 33,967 shares 33,967 $2.43M 0.43% +3,294 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; 2024Q1: not reported; 2024Q2: 1,483 shares; 2024Q3: 15 shares; 2024Q4: 1,180 shares; 2025Q1: 10,108 shares; 2025Q2: 13,157 shares; 2025Q3: 16,787 shares; 2025Q4: 12,327 shares 12,327 $2.37M 0.42% -4,460 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 506 shares; 2024Q2: 6,589 shares; 2024Q3: 3,650 shares; 2024Q4: 3,653 shares; 2025Q1: 3,192 shares; 2025Q2: 3,252 shares; 2025Q3: 10,606 shares; 2025Q4: 11,334 shares 11,334 $2.35M 0.41% +728 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 27,604 shares; 2025Q3: 47,006 shares; 2025Q4: 65,790 shares 65,790 $2.32M 0.41% +18,784 Timeline GSEP 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 19,050 shares; 2025Q4: 58,263 shares 58,263 $2.26M 0.4% +39,213 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 76,905 shares; 2024Q3: 77,929 shares; 2024Q4: 80,858 shares; 2025Q1: 80,844 shares; 2025Q2: 86,247 shares; 2025Q3: 98,722 shares; 2025Q4: 97,622 shares 97,622 $2.25M 0.4% -1,100 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; 2024Q1: 1,673 shares; 2024Q2: 71,559 shares; 2024Q3: 39,982 shares; 2024Q4: 41,016 shares; 2025Q1: 27,953 shares; 2025Q2: 23,326 shares; 2025Q3: 23,718 shares; 2025Q4: 18,479 shares 18,479 $2.22M 0.39% -5,239 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,362 shares; 2024Q3: 1,220 shares; 2024Q4: 1,226 shares; 2025Q1: 1,781 shares; 2025Q2: 2,098 shares; 2025Q3: 3,607 shares; 2025Q4: 4,687 shares 4,687 $2.22M 0.39% +1,080 Timeline JMSI 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,978 shares; 2025Q4: 43,978 shares 43,978 $2.22M 0.39% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,969 shares; 2025Q3: 25,336 shares; 2025Q4: 30,247 shares 30,247 $2.19M 0.39% +4,911 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 189 shares; 2024Q3: 16,512 shares; 2024Q4: 37,633 shares; 2025Q1: 32,343 shares; 2025Q2: 23,196 shares; 2025Q3: 22,499 shares; 2025Q4: 22,538 shares 22,538 $2.17M 0.38% +39 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,854 shares; 2025Q2: 85,243 shares; 2025Q3: 84,308 shares; 2025Q4: 85,512 shares 85,512 $2.15M 0.38% +1,204 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 265 shares; 2024Q3: 261 shares; 2024Q4: 259 shares; 2025Q1: 294 shares; 2025Q2: 1,797 shares; 2025Q3: 4,678 shares; 2025Q4: 6,267 shares 6,267 $2.15M 0.38% +1,589 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; 2024Q1: 617 shares; 2024Q2: 3,469 shares; 2024Q3: 2,683 shares; 2024Q4: 2,881 shares; 2025Q1: 2,540 shares; 2025Q2: 3,078 shares; 2025Q3: 3,299 shares; 2025Q4: 3,235 shares 3,235 $2.14M 0.38% -64 Timeline EMLP 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; 2024Q1: not reported; 2024Q2: 56,850 shares; 2024Q3: 54,707 shares; 2024Q4: 54,707 shares; 2025Q1: 54,417 shares; 2025Q2: 55,328 shares; 2025Q3: 55,328 shares; 2025Q4: 55,328 shares 55,328 $2.1M 0.37% 0 Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 26,873 shares; 2024Q3: 29,127 shares; 2024Q4: 32,669 shares; 2025Q1: 32,161 shares; 2025Q2: 32,619 shares; 2025Q3: 35,114 shares; 2025Q4: 39,123 shares 39,123 $2.07M 0.36% +4,009 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,977 shares; 2025Q3: 12,396 shares; 2025Q4: 21,535 shares 21,535 $2M 0.35% +9,139 Timeline PXH 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; 2024Q1: not reported; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 54,017 shares; 2025Q3: 73,035 shares; 2025Q4: 76,145 shares 76,145 $1.97M 0.35% +3,110 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,950 shares; 2025Q2: 36,112 shares; 2025Q3: 50,002 shares; 2025Q4: 57,580 shares 57,580 $1.87M 0.33% +7,578 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 133 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,470 shares; 2025Q2: 31,790 shares; 2025Q3: 26,967 shares; 2025Q4: 29,125 shares 29,125 $1.87M 0.33% +2,158 Timeline JPMORGAN CHASE & CO DEP SH … JPMORGAN CHASE & CO DEP SH REP More: the full row for JPMORGAN CHASE & CO DEP SH REP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,000 shares; 2024Q4: 84,300 shares; 2025Q1: 89,800 shares; 2025Q2: 77,300 shares; 2025Q3: 77,300 shares; 2025Q4: 73,300 shares 73,300 $1.84M 0.32% -4,000 SPGP 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; 2024Q1: not reported; 2024Q2: 12,103 shares; 2024Q3: 12,103 shares; 2024Q4: 13,877 shares; 2025Q1: 15,590 shares; 2025Q2: 16,012 shares; 2025Q3: 16,012 shares; 2025Q4: 16,012 shares 16,012 $1.82M 0.32% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 18,950 shares; 2025Q3: 28,867 shares; 2025Q4: 57,283 shares 57,283 $1.81M 0.32% +28,416 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,550 shares; 2024Q2: 27,510 shares; 2024Q3: 26,812 shares; 2024Q4: 27,440 shares; 2025Q1: 5,145 shares; 2025Q2: 5,405 shares; 2025Q3: 5,807 shares; 2025Q4: 3,986 shares 3,986 $1.79M 0.32% -1,821 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,891 shares; 2024Q2: 9,097 shares; 2024Q3: 8,934 shares; 2024Q4: 8,975 shares; 2025Q1: 5,330 shares; 2025Q2: 5,351 shares; 2025Q3: 5,367 shares; 2025Q4: 5,398 shares 5,398 $1.77M 0.31% +31 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,779 shares; 2025Q1: 7,137 shares; 2025Q2: 9,866 shares; 2025Q3: 14,490 shares; 2025Q4: 38,713 shares 38,713 $1.72M 0.3% +24,223 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 818 shares; 2024Q3: 818 shares; 2024Q4: 1,273 shares; 2025Q1: 2,323 shares; 2025Q2: 2,985 shares; 2025Q3: 5,388 shares; 2025Q4: 7,835 shares 7,835 $1.65M 0.29% +2,447 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,693 shares; 2025Q2: 62,642 shares; 2025Q3: 28,057 shares; 2025Q4: 28,332 shares 28,332 $1.64M 0.29% +275 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,250 shares; 2024Q4: 14,884 shares; 2025Q1: 38,610 shares; 2025Q2: 44,325 shares; 2025Q3: 41,654 shares; 2025Q4: 31,483 shares 31,483 $1.62M 0.29% -10,171 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 46 shares; 2024Q2: 597 shares; 2024Q3: 6,161 shares; 2024Q4: 5,968 shares; 2025Q1: 3,004 shares; 2025Q2: 3,919 shares; 2025Q3: 4,479 shares; 2025Q4: 4,644 shares 4,644 $1.61M 0.28% +165 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 39,408 shares; 2024Q4: 43,300 shares; 2025Q1: 16,328 shares; 2025Q2: 31,434 shares; 2025Q3: 29,563 shares; 2025Q4: 33,559 shares 33,559 $1.55M 0.27% +3,996 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,994 shares; 2025Q1: 1,017 shares; 2025Q2: 9,148 shares; 2025Q3: 14,339 shares; 2025Q4: 38,309 shares 38,309 $1.54M 0.27% +23,970 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; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 507 shares; 2024Q4: 4,065 shares; 2025Q1: 7,633 shares; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 6,981 shares 6,981 $1.53M 0.27% +239 Timeline LQDH 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,165 shares; 2025Q2: 16,291 shares; 2025Q3: 16,379 shares; 2025Q4: 16,395 shares 16,395 $1.53M 0.27% +16 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,000 shares 120,000 $1.52M 0.27% new 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; 2024Q1: 8,061 shares; 2024Q2: 43,086 shares; 2024Q3: 19,265 shares; 2024Q4: 19,892 shares; 2025Q1: 18,440 shares; 2025Q2: 25,251 shares; 2025Q3: 26,155 shares; 2025Q4: 26,317 shares 26,317 $1.52M 0.27% +162 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,599 shares; 2024Q3: 3,725 shares; 2024Q4: 15,853 shares; 2025Q1: 15,117 shares; 2025Q2: 7,847 shares; 2025Q3: 3,259 shares; 2025Q4: 17,131 shares 17,131 $1.49M 0.26% +13,872 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,606 shares; 2024Q2: 36,287 shares; 2024Q3: 30,287 shares; 2024Q4: 30,287 shares; 2025Q1: 30,287 shares; 2025Q2: 30,815 shares; 2025Q3: 30,815 shares; 2025Q4: 30,815 shares 30,815 $1.49M 0.26% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,766 shares; 2025Q2: 20,611 shares; 2025Q3: 28,937 shares; 2025Q4: 31,131 shares 31,131 $1.49M 0.26% +2,194 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; 2024Q1: 288 shares; 2024Q2: 2,135 shares; 2024Q3: 1,936 shares; 2024Q4: 1,862 shares; 2025Q1: 1,828 shares; 2025Q2: 2,369 shares; 2025Q3: 2,379 shares; 2025Q4: 2,606 shares 2,606 $1.49M 0.26% +227 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,585 shares; 2025Q3: 17,523 shares; 2025Q4: 20,721 shares 20,721 $1.49M 0.26% +3,198 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 79,605 shares; 2024Q3: 49,615 shares; 2024Q4: 50,763 shares; 2025Q1: 31,877 shares; 2025Q2: 25,820 shares; 2025Q3: 25,243 shares; 2025Q4: 24,505 shares 24,505 $1.48M 0.26% -738 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 6,910 shares; 2025Q2: 6,953 shares; 2025Q3: 14,012 shares; 2025Q4: 21,934 shares 21,934 $1.47M 0.26% +7,922 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; 2024Q1: 3,196 shares; 2024Q2: 43,661 shares; 2024Q3: 35,315 shares; 2024Q4: 32,680 shares; 2025Q1: 8,067 shares; 2025Q2: 8,301 shares; 2025Q3: 9,046 shares; 2025Q4: 35,550 shares 35,550 $1.45M 0.26% +26,504 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; 2024Q1: 21 shares; 2024Q2: 2,216 shares; 2024Q3: 1,159 shares; 2024Q4: 1,556 shares; 2025Q1: 1,452 shares; 2025Q2: 1,330 shares; 2025Q3: 1,309 shares; 2025Q4: 1,335 shares 1,335 $1.44M 0.25% +26 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,139 shares; 2024Q3: 1,869 shares; 2024Q4: 29,986 shares; 2025Q1: 26,618 shares; 2025Q2: 2,459 shares; 2025Q3: 26,392 shares; 2025Q4: 26,295 shares 26,295 $1.41M 0.25% -97 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 65,901 shares; 2024Q3: 43,373 shares; 2024Q4: 42,520 shares; 2025Q1: 44,375 shares; 2025Q2: 44,229 shares; 2025Q3: 43,299 shares; 2025Q4: 42,978 shares 42,978 $1.39M 0.24% -321 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,422 shares; 2024Q2: 22,076 shares; 2024Q3: 9,561 shares; 2024Q4: 12,096 shares; 2025Q1: 4,065 shares; 2025Q2: 5,841 shares; 2025Q3: 5,440 shares; 2025Q4: 5,857 shares 5,857 $1.34M 0.24% +417 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; 2024Q1: 1,218 shares; 2024Q2: 13,898 shares; 2024Q3: 11,847 shares; 2024Q4: 13,776 shares; 2025Q1: 3,525 shares; 2025Q2: 3,480 shares; 2025Q3: 3,618 shares; 2025Q4: 4,117 shares 4,117 $1.33M 0.23% +499 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,269 shares; 2025Q3: 24,613 shares; 2025Q4: 27,606 shares 27,606 $1.31M 0.23% +2,993 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; 2024Q1: 54 shares; 2024Q2: 164 shares; 2024Q3: 862 shares; 2024Q4: 5,132 shares; 2025Q1: 6,599 shares; 2025Q2: 6,447 shares; 2025Q3: 6,467 shares; 2025Q4: 6,259 shares 6,259 $1.31M 0.23% -208 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,304 shares; 2025Q3: 21,414 shares; 2025Q4: 23,865 shares 23,865 $1.29M 0.23% +2,451 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 48,092 shares; 2024Q3: 45,593 shares; 2024Q4: 45,210 shares; 2025Q1: 44,598 shares; 2025Q2: 46,655 shares; 2025Q3: 25,615 shares; 2025Q4: 25,312 shares 25,312 $1.29M 0.23% -303 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,333 shares; 2025Q4: 29,333 shares 29,333 $1.28M 0.23% +1,000 Timeline BANK AMER CORP DEP SHS REPS… BANK AMER CORP DEP SHS REPSTG More: the full row for BANK AMER CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 16,752 shares; 2024Q4: 77,567 shares; 2025Q1: 80,787 shares; 2025Q2: 73,207 shares; 2025Q3: 62,557 shares; 2025Q4: 57,857 shares 57,857 $1.27M 0.22% -4,700 BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,678 shares; 2025Q3: 24,276 shares; 2025Q4: 27,137 shares 27,137 $1.26M 0.22% +2,861 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,667 shares; 2024Q4: 15,187 shares; 2025Q1: 17,053 shares; 2025Q2: 17,565 shares; 2025Q3: 22,564 shares; 2025Q4: 19,037 shares 19,037 $1.23M 0.22% -3,527 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,566 shares; 2024Q2: 31,704 shares; 2024Q3: 21,696 shares; 2024Q4: 26,644 shares; 2025Q1: 11,749 shares; 2025Q2: 25,382 shares; 2025Q3: 23,360 shares; 2025Q4: 12,169 shares 12,169 $1.22M 0.21% -11,191 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,160 shares; 2025Q4: 57,608 shares 57,608 $1.22M 0.21% -12,552 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12,665 shares; 2024Q3: 11,760 shares; 2024Q4: 47,232 shares; 2025Q1: 47,232 shares; 2025Q2: 44,232 shares; 2025Q3: 44,232 shares; 2025Q4: 43,332 shares 43,332 $1.17M 0.21% -900 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 36,191 shares; 2024Q3: 63,285 shares; 2024Q4: 128,732 shares; 2025Q1: 32,935 shares; 2025Q2: 29,556 shares; 2025Q3: 23,838 shares; 2025Q4: 17,650 shares 17,650 $1.16M 0.21% -6,188 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; 2024Q1: 3,422 shares; 2024Q2: 9,170 shares; 2024Q3: 6,201 shares; 2024Q4: 6,138 shares; 2025Q1: 5,338 shares; 2025Q2: 5,806 shares; 2025Q3: 6,244 shares; 2025Q4: 7,140 shares 7,140 $1.15M 0.2% +896 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: 10,189 shares; 2025Q3: 16,364 shares; 2025Q4: 39,711 shares 39,711 $1.15M 0.2% +23,347 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 24,952 shares; 2025Q4: 34,346 shares 34,346 $1.14M 0.2% +9,394 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,695 shares; 2024Q3: 7,352 shares; 2024Q4: 7,352 shares; 2025Q1: 7,416 shares; 2025Q2: 8,316 shares; 2025Q3: 8,347 shares; 2025Q4: 8,391 shares 8,391 $1.13M 0.2% +44 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: 13,947 shares; 2025Q1: 17,385 shares; 2025Q2: 17,656 shares; 2025Q3: 17,950 shares; 2025Q4: 12,421 shares 12,421 $1.11M 0.2% -5,529 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 8,423 shares; 2024Q3: 7,965 shares; 2024Q4: 9,365 shares; 2025Q1: 8,422 shares; 2025Q2: 10,036 shares; 2025Q3: 10,635 shares; 2025Q4: 11,437 shares 11,437 $1.1M 0.19% +802 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; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 6,822 shares; 2025Q2: 7,587 shares; 2025Q3: 2,959 shares; 2025Q4: 2,759 shares 2,759 $1.09M 0.19% -200 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,342 shares; 2024Q2: 40,558 shares; 2024Q3: 2,215 shares; 2024Q4: 2,174 shares; 2025Q1: 3,078 shares; 2025Q2: 3,457 shares; 2025Q3: 3,268 shares; 2025Q4: 8,679 shares 8,679 $1.09M 0.19% +5,411 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 496 shares; 2025Q2: 9,125 shares; 2025Q3: 14,519 shares; 2025Q4: 30,138 shares 30,138 $1.04M 0.18% +15,619 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; 2024Q1: 3,605 shares; 2024Q2: 4,060 shares; 2024Q3: 4,060 shares; 2024Q4: 4,046 shares; 2025Q1: 2,983 shares; 2025Q2: 3,072 shares; 2025Q3: 3,457 shares; 2025Q4: 3,426 shares 3,426 $1.04M 0.18% -31 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,825 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $1.03M 0.18% 0 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; 2024Q1: 1,168 shares; 2024Q2: 14,315 shares; 2024Q3: 10,613 shares; 2024Q4: 10,275 shares; 2025Q1: 2,691 shares; 2025Q2: 2,784 shares; 2025Q3: 2,759 shares; 2025Q4: 3,464 shares 3,464 $1.03M 0.18% +705 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 22,914 shares; 2024Q3: 18,471 shares; 2024Q4: 18,773 shares; 2025Q1: 8,319 shares; 2025Q2: 9,108 shares; 2025Q3: 8,366 shares; 2025Q4: 8,433 shares 8,433 $1.01M 0.18% +67 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,857 shares; 2025Q4: 21,857 shares 21,857 $991K 0.17% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 13,070 shares; 2024Q3: 9,934 shares; 2024Q4: 9,798 shares; 2025Q1: 9,338 shares; 2025Q2: 9,188 shares; 2025Q3: 9,149 shares; 2025Q4: 9,211 shares 9,211 $983K 0.17% +62 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 676 shares; 2024Q2: 5,923 shares; 2024Q3: 4,128 shares; 2024Q4: 5,307 shares; 2025Q1: 2,211 shares; 2025Q2: 2,743 shares; 2025Q3: 2,785 shares; 2025Q4: 2,799 shares 2,799 $982K 0.17% +14 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; 2024Q1: not reported; 2024Q2: 7,041 shares; 2024Q3: 4,513 shares; 2024Q4: 4,716 shares; 2025Q1: 5,216 shares; 2025Q2: 5,101 shares; 2025Q3: 5,259 shares; 2025Q4: 5,126 shares 5,126 $980K 0.17% -133 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,623 shares; 2024Q3: 15,838 shares; 2024Q4: 13,135 shares; 2025Q1: 12,800 shares; 2025Q2: 20,205 shares; 2025Q3: 23,184 shares; 2025Q4: 23,614 shares 23,614 $979K 0.17% +430 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 21 shares; 2024Q3: 7,433 shares; 2024Q4: 7,482 shares; 2025Q1: 7,380 shares; 2025Q2: 7,923 shares; 2025Q3: 7,994 shares; 2025Q4: 8,025 shares 8,025 $958K 0.17% +31 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 1,380 shares; 2025Q2: 1,475 shares; 2025Q3: 3,445 shares; 2025Q4: 4,417 shares 4,417 $948K 0.17% +972 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 63,396 shares; 2024Q3: 101,869 shares; 2024Q4: 92,584 shares; 2025Q1: 129,037 shares; 2025Q2: 113,317 shares; 2025Q3: 81,996 shares; 2025Q4: 81,996 shares 81,996 $942K 0.17% 0 Timeline QSPT 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,961 shares; 2025Q2: 10,961 shares; 2025Q3: 25,518 shares; 2025Q4: 29,700 shares 29,700 $941K 0.17% +4,182 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; 2024Q1: 241 shares; 2024Q2: 2,190 shares; 2024Q3: 1,746 shares; 2024Q4: 1,559 shares; 2025Q1: 4,520 shares; 2025Q2: 4,325 shares; 2025Q3: 4,293 shares; 2025Q4: 4,313 shares 4,313 $924K 0.16% +20 Timeline JPMORGAN CHASE& CO DEP SHS … JPMORGAN CHASE& CO DEP SHS REP More: the full row for JPMORGAN CHASE& CO DEP SHS REP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 47,500 shares; 2025Q1: 46,500 shares; 2025Q2: 45,000 shares; 2025Q3: 41,000 shares; 2025Q4: 37,000 shares 37,000 $922K 0.16% -4,000 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 20,236 shares; 2024Q3: 35,654 shares; 2024Q4: 37,703 shares; 2025Q1: 18,704 shares; 2025Q2: 11,420 shares; 2025Q3: 11,422 shares; 2025Q4: 11,011 shares 11,011 $912K 0.16% -411 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12,536 shares; 2024Q3: 12,931 shares; 2024Q4: 13,157 shares; 2025Q1: 6,849 shares; 2025Q2: 7,680 shares; 2025Q3: 7,764 shares; 2025Q4: 8,937 shares 8,937 $893K 0.16% +1,173 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,755 shares; 2024Q2: 61,822 shares; 2024Q3: 47,044 shares; 2024Q4: 45,064 shares; 2025Q1: 6,302 shares; 2025Q2: 5,836 shares; 2025Q3: 6,217 shares; 2025Q4: 8,008 shares 8,008 $892K 0.16% +1,791 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 1,102 shares; 2025Q2: 10,630 shares; 2025Q3: 14,791 shares; 2025Q4: 19,906 shares 19,906 $869K 0.15% +5,115 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,903 shares; 2025Q4: 22,282 shares 22,282 $861K 0.15% +20,379 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: 12,486 shares; 2025Q3: 17,495 shares; 2025Q4: 24,000 shares 24,000 $855K 0.15% +6,505 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 18,475 shares; 2024Q3: 17,520 shares; 2024Q4: 17,215 shares; 2025Q1: 16,237 shares; 2025Q2: 16,184 shares; 2025Q3: 16,064 shares; 2025Q4: 16,145 shares 16,145 $846K 0.15% +81 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 97,357 shares; 2024Q3: 79,278 shares; 2024Q4: 75,337 shares; 2025Q1: 13,128 shares; 2025Q2: 13,359 shares; 2025Q3: 12,392 shares; 2025Q4: 12,100 shares 12,100 $840K 0.15% -292 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; 2024Q1: 208 shares; 2024Q2: 14,440 shares; 2024Q3: 11,969 shares; 2024Q4: 12,469 shares; 2025Q1: 12,227 shares; 2025Q2: 13,183 shares; 2025Q3: 13,921 shares; 2025Q4: 14,710 shares 14,710 $809K 0.14% +789 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; 2024Q1: not reported; 2024Q2: 2,168 shares; 2024Q3: 1,721 shares; 2024Q4: 2,382 shares; 2025Q1: 11,081 shares; 2025Q2: 2,201 shares; 2025Q3: 2,050 shares; 2025Q4: 14,930 shares 14,930 $804K 0.14% +12,880 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; 2024Q1: not reported; 2024Q2: 17,377 shares; 2024Q3: 15,436 shares; 2024Q4: 16,222 shares; 2025Q1: 14,883 shares; 2025Q2: 14,699 shares; 2025Q3: 11,234 shares; 2025Q4: 8,720 shares 8,720 $797K 0.14% -2,514 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,602 shares; 2024Q2: 858 shares; 2024Q3: 689 shares; 2024Q4: 639 shares; 2025Q1: 763 shares; 2025Q2: 623 shares; 2025Q3: 10,233 shares; 2025Q4: 16,874 shares 16,874 $785K 0.14% +6,641 Timeline GAUG 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,850 shares; 2025Q4: 19,850 shares 19,850 $779K 0.14% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,944 shares; 2024Q3: 4,338 shares; 2024Q4: 3,672 shares; 2025Q1: 3,673 shares; 2025Q2: 3,732 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares 3,702 $774K 0.14% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 320 shares; 2024Q2: 1,689 shares; 2024Q3: 1,478 shares; 2024Q4: 1,468 shares; 2025Q1: 604 shares; 2025Q2: 671 shares; 2025Q3: 846 shares; 2025Q4: 875 shares 875 $769K 0.14% +29 Timeline GJUL 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,950 shares; 2024Q4: 8,150 shares; 2025Q1: 5,650 shares; 2025Q2: 1,700 shares; 2025Q3: 24,850 shares; 2025Q4: 18,350 shares 18,350 $758K 0.13% -6,500 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,735 shares; 2024Q2: 705 shares; 2024Q3: 514 shares; 2024Q4: 752 shares; 2025Q1: 511 shares; 2025Q2: 906 shares; 2025Q3: 1,607 shares; 2025Q4: 26,844 shares 26,844 $748K 0.13% +25,237 Timeline National Healthcare Propert… National Healthcare Properties Inc More: the full row for National Healthcare Properties Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,853 shares; 2025Q1: 23,081 shares; 2025Q2: 23,081 shares; 2025Q3: 23,081 shares; 2025Q4: 23,081 shares 23,081 $742K 0.13% 0 JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,971 shares; 2025Q3: 8,193 shares; 2025Q4: 14,487 shares 14,487 $732K 0.13% +6,294 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; 2024Q1: not reported; 2024Q2: 4,124 shares; 2024Q3: 3,937 shares; 2024Q4: 3,944 shares; 2025Q1: 4,331 shares; 2025Q2: 8,589 shares; 2025Q3: 8,763 shares; 2025Q4: 9,006 shares 9,006 $731K 0.13% +243 Timeline HINES GLOBAL INCOME TRUS HINES GLOBAL INCOME TRUS More: the full row for HINES GLOBAL INCOME TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 327,217 shares; 2024Q3: 176,347 shares; 2024Q4: 178,785 shares; 2025Q1: 71,873 shares; 2025Q2: 72,693 shares; 2025Q3: 73,524 shares; 2025Q4: 74,370 shares 74,370 $727K 0.13% +846 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; 2024Q1: not reported; 2024Q2: 1,591 shares; 2024Q3: 1,485 shares; 2024Q4: 1,631 shares; 2025Q1: 1,406 shares; 2025Q2: 1,065 shares; 2025Q3: 1,093 shares; 2025Q4: 1,167 shares 1,167 $717K 0.13% +74 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 37,166 shares; 2024Q3: 18,668 shares; 2024Q4: 6,809 shares; 2025Q1: 6,287 shares; 2025Q2: 6,619 shares; 2025Q3: 6,340 shares; 2025Q4: 6,360 shares 6,360 $700K 0.12% +20 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; 2024Q1: 6 shares; 2024Q2: 902 shares; 2024Q3: 274 shares; 2024Q4: 2,498 shares; 2025Q1: 809 shares; 2025Q2: 1,320 shares; 2025Q3: 1,136 shares; 2025Q4: 1,484 shares 1,484 $696K 0.12% +348 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,337 shares; 2024Q3: 10,978 shares; 2024Q4: 11,389 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 4,753 shares; 2025Q4: 4,813 shares 4,813 $691K 0.12% +60 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; 2024Q1: not reported; 2024Q2: 284 shares; 2024Q3: 2,284 shares; 2024Q4: 10,208 shares; 2025Q1: 13,982 shares; 2025Q2: 14,296 shares; 2025Q3: 14,712 shares; 2025Q4: 13,836 shares 13,836 $687K 0.12% -876 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; 2024Q1: not reported; 2024Q2: 2,934 shares; 2024Q3: 2,469 shares; 2024Q4: 2,476 shares; 2025Q1: 1,733 shares; 2025Q2: 1,587 shares; 2025Q3: 1,615 shares; 2025Q4: 4,199 shares 4,199 $684K 0.12% +2,584 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 837 shares; 2024Q3: 822 shares; 2024Q4: 888 shares; 2025Q1: 2,025 shares; 2025Q2: 1,936 shares; 2025Q3: 3,330 shares; 2025Q4: 4,957 shares 4,957 $679K 0.12% +1,627 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 289,932 shares; 2024Q3: 294,167 shares; 2024Q4: 310,020 shares; 2025Q1: 10,443 shares; 2025Q2: 32,374 shares; 2025Q3: 11,263 shares; 2025Q4: 10,803 shares 10,803 $675K 0.12% -460 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 536 shares; 2024Q2: 9,330 shares; 2024Q3: 9,876 shares; 2024Q4: 9,346 shares; 2025Q1: 195 shares; 2025Q2: 283 shares; 2025Q3: 489 shares; 2025Q4: 6,410 shares 6,410 $673K 0.12% +5,921 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 6,252 shares; 2024Q3: 6,493 shares; 2024Q4: 6,729 shares; 2025Q1: 6,499 shares; 2025Q2: 7,167 shares; 2025Q3: 7,250 shares; 2025Q4: 7,216 shares 7,216 $673K 0.12% -34 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,423 shares; 2024Q3: 2,406 shares; 2024Q4: 2,612 shares; 2025Q1: 2,268 shares; 2025Q2: 2,332 shares; 2025Q3: 3,563 shares; 2025Q4: 4,752 shares 4,752 $671K 0.12% +1,189 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,678 shares; 2025Q2: 1,634 shares; 2025Q3: 1,407 shares; 2025Q4: 1,180 shares 1,180 $670K 0.12% -227 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,120 shares; 2024Q3: 1,109 shares; 2024Q4: 1,720 shares; 2025Q1: 1,511 shares; 2025Q2: 6,021 shares; 2025Q3: 7,724 shares; 2025Q4: 6,564 shares 6,564 $667K 0.12% -1,160 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 4,755 shares; 2025Q3: 4,815 shares; 2025Q4: 5,368 shares 5,368 $667K 0.12% +553 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; 2024Q1: 664 shares; 2024Q2: 11,949 shares; 2024Q3: 5,318 shares; 2024Q4: 5,618 shares; 2025Q1: 4,832 shares; 2025Q2: 4,972 shares; 2025Q3: 5,073 shares; 2025Q4: 4,607 shares 4,607 $660K 0.12% -466 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; 2024Q1: not reported; 2024Q2: 20 shares; 2024Q3: 550 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 2,913 shares; 2025Q3: 3,783 shares; 2025Q4: 4,173 shares 4,173 $654K 0.12% +390 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 26,593 shares; 2024Q3: 60,196 shares; 2024Q4: 73,276 shares; 2025Q1: 39,795 shares; 2025Q2: 27,933 shares; 2025Q3: 18,302 shares; 2025Q4: 10,673 shares 10,673 $652K 0.11% -7,629 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 10,520 shares; 2024Q3: 5,242 shares; 2024Q4: 4,502 shares; 2025Q1: 4,587 shares; 2025Q2: 4,478 shares; 2025Q3: 3,956 shares; 2025Q4: 3,850 shares 3,850 $647K 0.11% -106 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; 2024Q1: 152 shares; 2024Q2: 2,490 shares; 2024Q3: 1,866 shares; 2024Q4: 2,139 shares; 2025Q1: 1,170 shares; 2025Q2: 1,185 shares; 2025Q3: 915 shares; 2025Q4: 1,941 shares 1,941 $641K 0.11% +1,026 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,587 shares; 2024Q3: 5,553 shares; 2024Q4: 5,553 shares; 2025Q1: 19,056 shares; 2025Q2: 18,327 shares; 2025Q3: 14,954 shares; 2025Q4: 13,804 shares 13,804 $640K 0.11% -1,150 Timeline FLOWSTONE OPPORTUNITY FUND … FLOWSTONE OPPORTUNITY FUND CLASS I More: the full row for FLOWSTONE OPPORTUNITY FUND CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,831 shares; 2024Q2: 33,725 shares; 2024Q3: 33,725 shares; 2024Q4: 35,013 shares; 2025Q1: 35,013 shares; 2025Q2: 35,013 shares; 2025Q3: 35,013 shares; 2025Q4: 36,721 shares 36,721 $633K 0.11% +1,708 NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $633K 0.11% new Timeline BANK AMER CORP BANK AMER CORP More: the full row for BANK AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6,806 shares; 2024Q4: 29,306 shares; 2025Q1: 30,306 shares; 2025Q2: 30,306 shares; 2025Q3: 27,256 shares; 2025Q4: 25,256 shares 25,256 $620K 0.11% -2,000 MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 4,182 shares; 2025Q4: 7,030 shares 7,030 $619K 0.11% +2,848 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 662 shares; 2024Q2: 424 shares; 2024Q3: 2,103 shares; 2024Q4: 1,703 shares; 2025Q1: 2,093 shares; 2025Q2: 2,318 shares; 2025Q3: 2,203 shares; 2025Q4: 52,283 shares 52,283 $619K 0.11% +50,080 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; 2024Q1: 15 shares; 2024Q2: 4,196 shares; 2024Q3: 7,184 shares; 2024Q4: 4,766 shares; 2025Q1: 2,468 shares; 2025Q2: 2,004 shares; 2025Q3: 5,735 shares; 2025Q4: 5,822 shares 5,822 $613K 0.11% +87 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; 2024Q1: 34 shares; 2024Q2: 268 shares; 2024Q3: 651 shares; 2024Q4: 688 shares; 2025Q1: 4,304 shares; 2025Q2: 6,098 shares; 2025Q3: 6,879 shares; 2025Q4: 7,253 shares 7,253 $593K 0.1% +374 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 83,456 shares; 2024Q3: 51,605 shares; 2024Q4: 64,235 shares; 2025Q1: 8,999 shares; 2025Q2: 8,909 shares; 2025Q3: 8,926 shares; 2025Q4: 5,840 shares 5,840 $586K 0.1% -3,086 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: 2,217 shares; 2025Q2: 13,118 shares; 2025Q3: 17,845 shares; 2025Q4: 25,154 shares 25,154 $569K 0.1% +7,309 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 12,402 shares; 2025Q2: 12,144 shares; 2025Q3: 16,204 shares; 2025Q4: 16,204 shares 16,204 $566K 0.1% 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; 2024Q1: not reported; 2024Q2: 3,816 shares; 2024Q3: 4,087 shares; 2024Q4: 4,107 shares; 2025Q1: 4,099 shares; 2025Q2: 5,262 shares; 2025Q3: 5,674 shares; 2025Q4: 5,506 shares 5,506 $564K 0.1% -168 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 634 shares; 2024Q2: 4,520 shares; 2024Q3: 2,221 shares; 2024Q4: 2,212 shares; 2025Q1: 571 shares; 2025Q2: 612 shares; 2025Q3: 962 shares; 2025Q4: 969 shares 969 $555K 0.1% +7 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 4,956 shares; 2025Q3: 7,465 shares; 2025Q4: 17,148 shares 17,148 $548K 0.1% +9,683 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 605 shares; 2024Q3: 605 shares; 2024Q4: 1,147 shares; 2025Q1: 1,113 shares; 2025Q2: 1,079 shares; 2025Q3: 1,580 shares; 2025Q4: 5,421 shares 5,421 $544K 0.1% +3,841 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,251 shares; 2024Q4: 14,792 shares; 2025Q1: 14,567 shares; 2025Q2: 15,489 shares; 2025Q3: 15,839 shares; 2025Q4: 15,693 shares 15,693 $539K 0.09% -146 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,501 shares; 2025Q1: 1,511 shares; 2025Q2: 1,581 shares; 2025Q3: 1,897 shares; 2025Q4: 1,959 shares 1,959 $539K 0.09% +62 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 546 shares; 2024Q3: 560 shares; 2024Q4: 615 shares; 2025Q1: 1,415 shares; 2025Q2: 2,165 shares; 2025Q3: 2,163 shares; 2025Q4: 2,175 shares 2,175 $535K 0.09% +12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 302 shares; 2024Q2: 1,976 shares; 2024Q3: 1,319 shares; 2024Q4: 1,331 shares; 2025Q1: 1,364 shares; 2025Q2: 1,654 shares; 2025Q3: 1,742 shares; 2025Q4: 1,727 shares 1,727 $532K 0.09% -15 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; 2024Q1: not reported; 2024Q2: 716 shares; 2024Q3: 6,016 shares; 2024Q4: 8,018 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares 7,050 $529K 0.09% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 928 shares; 2024Q2: 6,719 shares; 2024Q3: 5,875 shares; 2024Q4: 6,005 shares; 2025Q1: 7,166 shares; 2025Q2: 2,466 shares; 2025Q3: 2,753 shares; 2025Q4: 2,709 shares 2,709 $528K 0.09% -44 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; 2024Q1: not reported; 2024Q2: 1,876 shares; 2024Q3: 1,402 shares; 2024Q4: 1,617 shares; 2025Q1: 1,819 shares; 2025Q2: 5,377 shares; 2025Q3: 9,694 shares; 2025Q4: 10,010 shares 10,010 $528K 0.09% +316 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; 2024Q1: 6 shares; 2024Q2: 464 shares; 2024Q3: 211 shares; 2024Q4: 2,770 shares; 2025Q1: 3,797 shares; 2025Q2: 3,097 shares; 2025Q3: 2,269 shares; 2025Q4: 2,298 shares 2,298 $526K 0.09% +29 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,224 shares 44,224 $522K 0.09% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 40 shares; 2024Q2: 350 shares; 2024Q3: 327 shares; 2024Q4: 313 shares; 2025Q1: 9,819 shares; 2025Q2: 5,753 shares; 2025Q3: 4,405 shares; 2025Q4: 6,742 shares 6,742 $517K 0.09% +2,337 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,506 shares; 2024Q3: 8,000 shares; 2024Q4: 16,329 shares; 2025Q1: 16,502 shares; 2025Q2: 18,713 shares; 2025Q3: 19,090 shares; 2025Q4: 19,088 shares 19,088 $506K 0.09% -2 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; 2024Q1: not reported; 2024Q2: 43,829 shares; 2024Q3: 12,283 shares; 2024Q4: 11,792 shares; 2025Q1: 19,349 shares; 2025Q2: 19,186 shares; 2025Q3: 18,617 shares; 2025Q4: 18,443 shares 18,443 $503K 0.09% -174 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; 2024Q1: not reported; 2024Q2: 773 shares; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 7,751 shares; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 8,774 shares 8,774 $498K 0.09% -66 Timeline JMST 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,784 shares; 2025Q3: 8,608 shares; 2025Q4: 9,759 shares 9,759 $497K 0.09% +1,151 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; 2024Q1: not reported; 2024Q2: 488 shares; 2024Q3: 956 shares; 2024Q4: 957 shares; 2025Q1: 1,782 shares; 2025Q2: 2,059 shares; 2025Q3: 4,640 shares; 2025Q4: 9,037 shares 9,037 $495K 0.09% +4,397 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 604 shares; 2024Q2: 3,227 shares; 2024Q3: 1,497 shares; 2024Q4: 1,569 shares; 2025Q1: 1,519 shares; 2025Q2: 1,654 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $492K 0.09% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,565 shares; 2025Q2: 44,694 shares; 2025Q3: 31,912 shares; 2025Q4: 9,594 shares 9,594 $490K 0.09% -22,318 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 6,572 shares 6,572 $486K 0.09% +6,547 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,171 shares; 2025Q2: 5,178 shares; 2025Q3: 5,088 shares; 2025Q4: 5,353 shares 5,353 $482K 0.08% +265 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; 2024Q1: not reported; 2024Q2: 361 shares; 2024Q3: 358 shares; 2024Q4: 343 shares; 2025Q1: 479 shares; 2025Q2: 596 shares; 2025Q3: 632 shares; 2025Q4: 737 shares 737 $482K 0.08% +105 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,216 shares; 2025Q3: 5,960 shares; 2025Q4: 7,035 shares 7,035 $476K 0.08% +1,075 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; 2024Q1: 5 shares; 2024Q2: 597 shares; 2024Q3: 597 shares; 2024Q4: 591 shares; 2025Q1: 90 shares; 2025Q2: 467 shares; 2025Q3: 719 shares; 2025Q4: 5,856 shares 5,856 $465K 0.08% +5,137 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,187 shares; 2025Q4: 10,172 shares 10,172 $459K 0.08% +985 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; 2024Q1: 273 shares; 2024Q2: 6,129 shares; 2024Q3: 4,753 shares; 2024Q4: 5,012 shares; 2025Q1: 1,231 shares; 2025Q2: 1,308 shares; 2025Q3: 1,398 shares; 2025Q4: 1,327 shares 1,327 $457K 0.08% -71 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; 2024Q1: not reported; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 13,478 shares; 2025Q1: 16,745 shares; 2025Q2: 18,799 shares; 2025Q3: 17,102 shares; 2025Q4: 15,960 shares 15,960 $452K 0.08% -1,142 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74 shares; 2024Q2: 3,088 shares; 2024Q3: 675 shares; 2024Q4: 669 shares; 2025Q1: 403 shares; 2025Q2: 698 shares; 2025Q3: 781 shares; 2025Q4: 785 shares 785 $449K 0.08% +4 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 35,131 shares; 2024Q3: 13,602 shares; 2024Q4: 13,253 shares; 2025Q1: 19,932 shares; 2025Q2: 19,536 shares; 2025Q3: 18,746 shares; 2025Q4: 16,834 shares 16,834 $437K 0.08% -1,912 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,513 shares; 2025Q4: 8,423 shares 8,423 $436K 0.08% -90 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; 2024Q1: 518 shares; 2024Q2: 1,640 shares; 2024Q3: 807 shares; 2024Q4: 756 shares; 2025Q1: 634 shares; 2025Q2: 658 shares; 2025Q3: 746 shares; 2025Q4: 751 shares 751 $435K 0.08% +5 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,731 shares; 2024Q3: 1,629 shares; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,143 shares; 2025Q4: 9,040 shares 9,040 $435K 0.08% -103 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; 2024Q1: 481 shares; 2024Q2: 1,444 shares; 2024Q3: 1,013 shares; 2024Q4: 2,024 shares; 2025Q1: 2,162 shares; 2025Q2: 3,364 shares; 2025Q3: 2,345 shares; 2025Q4: 2,355 shares 2,355 $434K 0.08% +10 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 36,783 shares; 2024Q3: 11,426 shares; 2024Q4: 6,677 shares; 2025Q1: 6,354 shares; 2025Q2: 4,120 shares; 2025Q3: 4,121 shares; 2025Q4: 4,121 shares 4,121 $429K 0.08% 0 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 7,321 shares; 2025Q3: 11,195 shares; 2025Q4: 16,683 shares 16,683 $423K 0.07% +5,488 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 41,408 shares; 2024Q3: 22,571 shares; 2024Q4: 22,295 shares; 2025Q1: 481 shares; 2025Q2: 4,230 shares; 2025Q3: 4,082 shares; 2025Q4: 4,438 shares 4,438 $423K 0.07% +356 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,845 shares; 2024Q2: 6,870 shares; 2024Q3: 1,504 shares; 2024Q4: 1,634 shares; 2025Q1: 7,612 shares; 2025Q2: 7,267 shares; 2025Q3: 7,995 shares; 2025Q4: 7,826 shares 7,826 $419K 0.07% -169 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 79,585 shares; 2024Q3: 21,207 shares; 2024Q4: 28,534 shares; 2025Q1: 22,313 shares; 2025Q2: 22,641 shares; 2025Q3: 20,929 shares; 2025Q4: 21,599 shares 21,599 $419K 0.07% +670 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 7,610 shares; 2025Q3: 9,846 shares; 2025Q4: 14,992 shares 14,992 $414K 0.07% +5,146 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,912 shares; 2025Q4: 15,407 shares 15,407 $411K 0.07% +1,495 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,226 shares; 2025Q4: 15,752 shares 15,752 $411K 0.07% +1,526 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,055 shares; 2025Q1: 14,805 shares; 2025Q2: 8,215 shares; 2025Q3: 8,195 shares; 2025Q4: 8,114 shares 8,114 $409K 0.07% -81 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,910 shares; 2025Q4: 4,216 shares 4,216 $406K 0.07% +1,306 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 62 shares; 2024Q2: 1,548 shares; 2024Q3: 819 shares; 2024Q4: 678 shares; 2025Q1: 240 shares; 2025Q2: 415 shares; 2025Q3: 486 shares; 2025Q4: 4,326 shares 4,326 $406K 0.07% +3,840 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,537 shares; 2024Q3: 5,537 shares; 2024Q4: 5,287 shares; 2025Q1: 3,850 shares; 2025Q2: 3,888 shares; 2025Q3: 6,671 shares; 2025Q4: 6,696 shares 6,696 $402K 0.07% +25 Timeline NATIONAL STORAGE AFFILIATES… NATIONAL STORAGE AFFILIATES TR More: the full row for NATIONAL STORAGE AFFILIATES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,669 shares; 2025Q1: 20,394 shares; 2025Q2: 20,394 shares; 2025Q3: 18,974 shares; 2025Q4: 18,974 shares 18,974 $398K 0.07% 0 SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11 shares; 2024Q2: 2,236 shares; 2024Q3: 2,571 shares; 2024Q4: 2,761 shares; 2025Q1: 2,085 shares; 2025Q2: 1,791 shares; 2025Q3: 1,738 shares; 2025Q4: 1,796 shares 1,796 $394K 0.07% +58 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,305 shares; 2025Q3: 7,493 shares; 2025Q4: 4,909 shares 4,909 $392K 0.07% -2,584 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 1,042 shares; 2025Q4: 999 shares 999 $389K 0.07% -43 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,491 shares; 2025Q3: 6,941 shares; 2025Q4: 7,719 shares 7,719 $386K 0.07% +778 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; 2024Q1: 482 shares; 2024Q2: 4,794 shares; 2024Q3: 1,854 shares; 2024Q4: 2,405 shares; 2025Q1: 1,685 shares; 2025Q2: 1,854 shares; 2025Q3: 3,241 shares; 2025Q4: 3,386 shares 3,386 $385K 0.07% +145 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; 2024Q1: not reported; 2024Q2: 72 shares; 2024Q3: 450 shares; 2024Q4: 1,400 shares; 2025Q1: 1,914 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 2,475 shares 2,475 $384K 0.07% +825 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares 12,130 $380K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 531 shares; 2024Q2: 5,308 shares; 2024Q3: 1,585 shares; 2024Q4: 1,556 shares; 2025Q1: 1,902 shares; 2025Q2: 1,913 shares; 2025Q3: 1,874 shares; 2025Q4: 1,834 shares 1,834 $377K 0.07% -40 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; 2024Q1: 182 shares; 2024Q2: 4,873 shares; 2024Q3: 3,439 shares; 2024Q4: 3,372 shares; 2025Q1: 6,390 shares; 2025Q2: 6,925 shares; 2025Q3: 6,332 shares; 2025Q4: 5,352 shares 5,352 $374K 0.07% -980 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; 2024Q1: not reported; 2024Q2: 27,554 shares; 2024Q3: 7,114 shares; 2024Q4: 7,684 shares; 2025Q1: 13,817 shares; 2025Q2: 14,785 shares; 2025Q3: 14,131 shares; 2025Q4: 13,257 shares 13,257 $372K 0.07% -874 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 69,061 shares; 2024Q3: 88,382 shares; 2024Q4: 89,269 shares; 2025Q1: 1,970 shares; 2025Q2: 2,195 shares; 2025Q3: 2,288 shares; 2025Q4: 2,500 shares 2,500 $372K 0.07% +212 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,979 shares; 2024Q3: 3,011 shares; 2024Q4: 2,974 shares; 2025Q1: 3,023 shares; 2025Q2: 2,775 shares; 2025Q3: 2,867 shares; 2025Q4: 2,906 shares 2,906 $371K 0.07% +39 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; 2024Q1: 2,174 shares; 2024Q2: 19,121 shares; 2024Q3: 10,871 shares; 2024Q4: 12,827 shares; 2025Q1: 13,587 shares; 2025Q2: 14,525 shares; 2025Q3: 15,664 shares; 2025Q4: 14,890 shares 14,890 $370K 0.07% -774 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,112 shares; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,118 shares; 2025Q3: 1,123 shares; 2025Q4: 1,124 shares 1,124 $369K 0.07% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,245 shares; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 812 shares; 2025Q2: 960 shares; 2025Q3: 1,018 shares; 2025Q4: 1,040 shares 1,040 $367K 0.06% +22 Timeline QQQY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,109 shares; 2025Q2: 11,964 shares; 2025Q3: 14,373 shares; 2025Q4: 15,272 shares 15,272 $360K 0.06% +899 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; 2024Q1: 457 shares; 2024Q2: 366 shares; 2024Q3: 458 shares; 2024Q4: 956 shares; 2025Q1: 1,169 shares; 2025Q2: 1,592 shares; 2025Q3: 1,673 shares; 2025Q4: 2,212 shares 2,212 $358K 0.06% +539 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; 2024Q1: not reported; 2024Q2: 1,246 shares; 2024Q3: 1,246 shares; 2024Q4: 22,309 shares; 2025Q1: 38,474 shares; 2025Q2: 31,271 shares; 2025Q3: 29,280 shares; 2025Q4: 10,938 shares 10,938 $357K 0.06% -18,342 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10 shares; 2024Q2: 4,409 shares; 2024Q3: 358 shares; 2024Q4: 407 shares; 2025Q1: 895 shares; 2025Q2: 964 shares; 2025Q3: 1,122 shares; 2025Q4: 1,635 shares 1,635 $355K 0.06% +513 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; 2024Q1: 1,100 shares; 2024Q2: 3,536 shares; 2024Q3: 1,528 shares; 2024Q4: 1,823 shares; 2025Q1: 1,201 shares; 2025Q2: 1,368 shares; 2025Q3: 1,468 shares; 2025Q4: 1,470 shares 1,470 $355K 0.06% +2 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 6,819 shares; 2025Q3: 10,230 shares; 2025Q4: 13,220 shares 13,220 $351K 0.06% +2,990 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 700 shares; 2024Q4: 4,450 shares; 2025Q1: 3,950 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $342K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,003 shares; 2024Q3: 2,197 shares; 2024Q4: 2,131 shares; 2025Q1: 1,829 shares; 2025Q2: 2,012 shares; 2025Q3: 2,252 shares; 2025Q4: 3,560 shares 3,560 $342K 0.06% +1,308 Timeline FGD 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,481 shares; 2025Q1: 9,481 shares; 2025Q2: 9,481 shares; 2025Q3: 11,231 shares; 2025Q4: 11,231 shares 11,231 $340K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 220 shares; 2024Q2: 2,717 shares; 2024Q3: 1,884 shares; 2024Q4: 2,201 shares; 2025Q1: 415 shares; 2025Q2: 4,219 shares; 2025Q3: 1,020 shares; 2025Q4: 1,820 shares 1,820 $334K 0.06% +800 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,562 shares; 2025Q2: 1,676 shares; 2025Q3: 1,805 shares; 2025Q4: 1,950 shares 1,950 $334K 0.06% +145 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 6,417 shares; 2025Q4: 7,127 shares 7,127 $331K 0.06% +710 Timeline QMAG 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $331K 0.06% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 8,475 shares; 2024Q3: 2,275 shares; 2024Q4: 3,343 shares; 2025Q1: 2,436 shares; 2025Q2: 2,328 shares; 2025Q3: 3,162 shares; 2025Q4: 3,149 shares 3,149 $328K 0.06% -13 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,801 shares; 2025Q3: 6,166 shares; 2025Q4: 6,958 shares 6,958 $322K 0.06% +792 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 58,464 shares; 2024Q3: 29,643 shares; 2024Q4: 10,190 shares; 2025Q1: 7,832 shares; 2025Q2: 7,232 shares; 2025Q3: 7,232 shares; 2025Q4: 7,232 shares 7,232 $321K 0.06% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,655 shares; 2025Q2: 36,485 shares; 2025Q3: 40,041 shares; 2025Q4: 40,809 shares 40,809 $320K 0.06% +768 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,013 shares; 2024Q3: 899 shares; 2024Q4: 900 shares; 2025Q1: 606 shares; 2025Q2: 683 shares; 2025Q3: 677 shares; 2025Q4: 684 shares 684 $319K 0.06% +7 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 10,488 shares; 2025Q3: 11,672 shares; 2025Q4: 10,779 shares 10,779 $315K 0.06% -893 Timeline FRANKLINBSPCAPITALCORPORATI… FRANKLINBSPCAPITALCORPORATION More: the full row for FRANKLINBSPCAPITALCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,918 shares; 2025Q1: 25,025 shares; 2025Q2: 24,887 shares; 2025Q3: 22,427 shares; 2025Q4: 22,427 shares 22,427 $307K 0.05% 0 INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7 shares; 2024Q2: 162 shares; 2024Q3: 139 shares; 2024Q4: 224 shares; 2025Q1: 235 shares; 2025Q2: 398 shares; 2025Q3: 455 shares; 2025Q4: 462 shares 462 $306K 0.05% +7 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; 2024Q1: not reported; 2024Q2: 838 shares; 2024Q3: 696 shares; 2024Q4: 1,471 shares; 2025Q1: 1,201 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 2,106 shares 2,106 $304K 0.05% +1,053 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,672 shares; 2025Q3: 8,880 shares; 2025Q4: 7,220 shares 7,220 $300K 0.05% -1,660 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; 2024Q1: 81 shares; 2024Q2: 1,966 shares; 2024Q3: 1,683 shares; 2024Q4: 2,442 shares; 2025Q1: 6,732 shares; 2025Q2: 1,850 shares; 2025Q3: 1,941 shares; 2025Q4: 1,917 shares 1,917 $295K 0.05% -24 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 333 shares; 2024Q2: 3,558 shares; 2024Q3: 897 shares; 2024Q4: 873 shares; 2025Q1: 835 shares; 2025Q2: 1,023 shares; 2025Q3: 1,033 shares; 2025Q4: 1,121 shares 1,121 $294K 0.05% +88 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14 shares; 2024Q2: 1,891 shares; 2024Q3: 1,401 shares; 2024Q4: 2,501 shares; 2025Q1: 1,577 shares; 2025Q2: 2,439 shares; 2025Q3: 2,883 shares; 2025Q4: 2,931 shares 2,931 $293K 0.05% +48 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 770 shares; 2024Q2: 10,575 shares; 2024Q3: 2,672 shares; 2024Q4: 2,572 shares; 2025Q1: 2,457 shares; 2025Q2: 2,516 shares; 2025Q3: 2,562 shares; 2025Q4: 2,625 shares 2,625 $290K 0.05% +63 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 192 shares; 2024Q2: 1,138 shares; 2024Q3: 667 shares; 2024Q4: 844 shares; 2025Q1: 620 shares; 2025Q2: 919 shares; 2025Q3: 832 shares; 2025Q4: 548 shares 548 $287K 0.05% -284 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; 2024Q1: not reported; 2024Q2: 1,125 shares; 2024Q3: 150 shares; 2024Q4: 146 shares; 2025Q1: 19,457 shares; 2025Q2: 23,942 shares; 2025Q3: 4,545 shares; 2025Q4: 3,975 shares 3,975 $284K 0.05% -570 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; 2024Q1: 310 shares; 2024Q2: 3,108 shares; 2024Q3: 2,837 shares; 2024Q4: 3,377 shares; 2025Q1: 4,061 shares; 2025Q2: 4,518 shares; 2025Q3: 3,415 shares; 2025Q4: 3,515 shares 3,515 $282K 0.05% +100 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares 6,060 $282K 0.05% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 13,098 shares; 2025Q4: 13,491 shares 13,491 $278K 0.05% +393 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $276K 0.05% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 99,003 shares; 2024Q3: 11,413 shares; 2024Q4: 17,319 shares; 2025Q1: 8,603 shares; 2025Q2: 9,322 shares; 2025Q3: 10,051 shares; 2025Q4: 11,746 shares 11,746 $275K 0.05% +1,695 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 271 shares; 2024Q2: 371 shares; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 291 shares; 2025Q2: 320 shares; 2025Q3: 354 shares; 2025Q4: 334 shares 334 $274K 0.05% -20 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; 2024Q1: 63 shares; 2024Q2: 2,286 shares; 2024Q3: 1,856 shares; 2024Q4: 1,904 shares; 2025Q1: 1,462 shares; 2025Q2: 1,640 shares; 2025Q3: 1,645 shares; 2025Q4: 1,576 shares 1,576 $274K 0.05% -69 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; 2024Q1: 324 shares; 2024Q2: 2,200 shares; 2024Q3: 1,549 shares; 2024Q4: 1,567 shares; 2025Q1: 247 shares; 2025Q2: 517 shares; 2025Q3: 552 shares; 2025Q4: 959 shares 959 $274K 0.05% +407 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,622 shares 2,622 $273K 0.05% +617 Timeline CAPITAL ONE FINL COR CAPITAL ONE FINL COR More: the full row for CAPITAL ONE FINL COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,600 shares; 2024Q4: 44,700 shares; 2025Q1: 40,400 shares; 2025Q2: 30,900 shares; 2025Q3: 23,100 shares; 2025Q4: 15,000 shares 15,000 $271K 0.05% -8,100 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 173 shares; 2024Q2: 5,854 shares; 2024Q3: 3,620 shares; 2024Q4: 3,619 shares; 2025Q1: 3,232 shares; 2025Q2: 3,455 shares; 2025Q3: 3,577 shares; 2025Q4: 4,190 shares 4,190 $267K 0.05% +613 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 36,510 shares; 2024Q3: 23,760 shares; 2024Q4: 25,343 shares; 2025Q1: 2,850 shares; 2025Q2: 2,638 shares; 2025Q3: 2,723 shares; 2025Q4: 2,951 shares 2,951 $264K 0.05% +228 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,876 shares; 2024Q2: 4,336 shares; 2024Q3: 6,166 shares; 2024Q4: 7,466 shares; 2025Q1: 7,189 shares; 2025Q2: 7,564 shares; 2025Q3: 7,074 shares; 2025Q4: 7,169 shares 7,169 $262K 0.05% +95 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,631 shares; 2025Q2: 1,788 shares; 2025Q3: 950 shares; 2025Q4: 1,622 shares 1,622 $261K 0.05% +672 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,162 shares; 2024Q2: 23,542 shares; 2024Q3: 23,731 shares; 2024Q4: 24,170 shares; 2025Q1: 24,528 shares; 2025Q2: 24,914 shares; 2025Q3: 25,183 shares; 2025Q4: 25,689 shares 25,689 $260K 0.05% +506 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; 2024Q1: 216 shares; 2024Q2: 2,690 shares; 2024Q3: 1,261 shares; 2024Q4: 1,267 shares; 2025Q1: 1,533 shares; 2025Q2: 4,619 shares; 2025Q3: 2,795 shares; 2025Q4: 2,783 shares 2,783 $259K 0.05% -12 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; 2024Q1: 140 shares; 2024Q2: 4,224 shares; 2024Q3: 1,187 shares; 2024Q4: 804 shares; 2025Q1: 1,029 shares; 2025Q2: 990 shares; 2025Q3: 964 shares; 2025Q4: 990 shares 990 $255K 0.04% +26 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; 2024Q1: not reported; 2024Q2: 568 shares; 2024Q3: 496 shares; 2024Q4: 946 shares; 2025Q1: 810 shares; 2025Q2: 978 shares; 2025Q3: 1,019 shares; 2025Q4: 799 shares 799 $255K 0.04% -220 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; 2024Q1: 109 shares; 2024Q2: 4,436 shares; 2024Q3: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 19,468 shares; 2025Q3: 20,389 shares; 2025Q4: 18,838 shares 18,838 $254K 0.04% -1,551 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 771 shares; 2024Q2: 9,842 shares; 2024Q3: 2,494 shares; 2024Q4: 2,412 shares; 2025Q1: 1,368 shares; 2025Q2: 1,541 shares; 2025Q3: 1,443 shares; 2025Q4: 1,763 shares 1,763 $253K 0.04% +320 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; 2024Q1: 178 shares; 2024Q2: 3,048 shares; 2024Q3: 2,996 shares; 2024Q4: 3,030 shares; 2025Q1: 593 shares; 2025Q2: 1,495 shares; 2025Q3: 573 shares; 2025Q4: 523 shares 523 $253K 0.04% -50 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 34,843 shares; 2024Q3: 6,191 shares; 2024Q4: 5,267 shares; 2025Q1: 4,228 shares; 2025Q2: 4,609 shares; 2025Q3: 4,684 shares; 2025Q4: 5,232 shares 5,232 $253K 0.04% +548 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9 shares; 2024Q2: 316 shares; 2024Q3: 293 shares; 2024Q4: 292 shares; 2025Q1: 357 shares; 2025Q2: 456 shares; 2025Q3: 380 shares; 2025Q4: 441 shares 441 $250K 0.04% +61 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 155 shares; 2024Q2: 6,806 shares; 2024Q3: 1,547 shares; 2024Q4: 1,469 shares; 2025Q1: 1,437 shares; 2025Q2: 1,509 shares; 2025Q3: 1,488 shares; 2025Q4: 1,512 shares 1,512 $247K 0.04% +24 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 11,546 shares; 2024Q3: 5,634 shares; 2024Q4: 5,840 shares; 2025Q1: 6,092 shares; 2025Q2: 5,812 shares; 2025Q3: 5,433 shares; 2025Q4: 5,208 shares 5,208 $244K 0.04% -225 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,825 shares; 2024Q3: 1,428 shares; 2024Q4: 1,555 shares; 2025Q1: 1,487 shares; 2025Q2: 1,507 shares; 2025Q3: 1,527 shares; 2025Q4: 3,771 shares 3,771 $243K 0.04% +2,244 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,805 shares; 2025Q4: 9,805 shares 9,805 $243K 0.04% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,175 shares; 2025Q2: 2,995 shares; 2025Q3: 3,150 shares; 2025Q4: 3,283 shares 3,283 $238K 0.04% +133 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,814 shares; 2024Q3: 619 shares; 2024Q4: 410 shares; 2025Q1: 500 shares; 2025Q2: 590 shares; 2025Q3: 643 shares; 2025Q4: 555 shares 555 $237K 0.04% -88 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,943 shares; 2025Q4: 12,483 shares 12,483 $235K 0.04% +540 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,467 shares; 2025Q4: 10,942 shares 10,942 $235K 0.04% +475 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,759 shares; 2025Q4: 11,247 shares 11,247 $235K 0.04% +488 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3 shares; 2024Q2: 12,075 shares; 2024Q3: 5,687 shares; 2024Q4: 5,673 shares; 2025Q1: 1,172 shares; 2025Q2: 1,106 shares; 2025Q3: 1,263 shares; 2025Q4: 1,369 shares 1,369 $234K 0.04% +106 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 343 shares; 2024Q2: 1,026 shares; 2024Q3: 383 shares; 2024Q4: 842 shares; 2025Q1: 735 shares; 2025Q2: 776 shares; 2025Q3: 791 shares; 2025Q4: 804 shares 804 $233K 0.04% +13 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 538 shares; 2024Q2: 2,985 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,302 shares; 2025Q2: 2,629 shares; 2025Q3: 2,823 shares; 2025Q4: 2,668 shares 2,668 $233K 0.04% -155 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,075 shares; 2024Q3: 4,077 shares; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 4,059 shares; 2025Q4: 3,561 shares 3,561 $233K 0.04% -498 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19 shares; 2024Q2: 5,451 shares; 2024Q3: 1,658 shares; 2024Q4: 974 shares; 2025Q1: 1,008 shares; 2025Q2: 1,037 shares; 2025Q3: 1,713 shares; 2025Q4: 1,750 shares 1,750 $232K 0.04% +37 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 14,126 shares; 2024Q3: 14,026 shares; 2024Q4: 160 shares; 2025Q1: 290 shares; 2025Q2: 525 shares; 2025Q3: 300 shares; 2025Q4: 11,760 shares 11,760 $232K 0.04% +11,460 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 128 shares; 2024Q2: 2,878 shares; 2024Q3: 747 shares; 2024Q4: 1,382 shares; 2025Q1: 1,355 shares; 2025Q2: 1,352 shares; 2025Q3: 1,341 shares; 2025Q4: 1,376 shares 1,376 $231K 0.04% +35 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $230K 0.04% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,787 shares; 2024Q3: 1,741 shares; 2024Q4: 1,868 shares; 2025Q1: 1,946 shares; 2025Q2: 1,804 shares; 2025Q3: 1,636 shares; 2025Q4: 1,603 shares 1,603 $230K 0.04% -33 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,185 shares; 2024Q3: 2,768 shares; 2024Q4: 2,697 shares; 2025Q1: 2,265 shares; 2025Q2: 2,233 shares; 2025Q3: 2,203 shares; 2025Q4: 2,032 shares 2,032 $224K 0.04% -171 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 145 shares; 2025Q1: 3,029 shares; 2025Q2: 3,048 shares; 2025Q3: 3,175 shares; 2025Q4: 3,025 shares 3,025 $224K 0.04% -150 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,460 shares; 2024Q4: 40,971 shares; 2025Q1: 42,789 shares; 2025Q2: 40,127 shares; 2025Q3: 34,841 shares; 2025Q4: 34,841 shares 34,841 $219K 0.04% 0 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; 2024Q1: not reported; 2024Q2: 19,193 shares; 2024Q3: 19,750 shares; 2024Q4: 16,441 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,824 shares 3,824 $219K 0.04% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 553 shares; 2025Q3: 350 shares; 2025Q4: 428 shares 428 $219K 0.04% +78 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; 2024Q1: not reported; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $216K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 250 shares; 2025Q2: 200 shares; 2025Q3: 208 shares; 2025Q4: 201 shares 201 $215K 0.04% -7 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 806 shares; 2024Q2: 8,575 shares; 2024Q3: 8,575 shares; 2024Q4: 8,575 shares; 2025Q1: 11,756 shares; 2025Q2: 11,756 shares; 2025Q3: 11,425 shares; 2025Q4: 11,425 shares 11,425 $215K 0.04% 0 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 10,416 shares; 2025Q4: 10,416 shares 10,416 $215K 0.04% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 239 shares; 2024Q3: 1,239 shares; 2024Q4: 1,299 shares; 2025Q1: 4,446 shares; 2025Q2: 4,692 shares; 2025Q3: 4,966 shares; 2025Q4: 2,998 shares 2,998 $214K 0.04% -1,968 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,964 shares; 2024Q3: 2,964 shares; 2024Q4: 7,293 shares; 2025Q1: 7,184 shares; 2025Q2: 6,969 shares; 2025Q3: 6,774 shares; 2025Q4: 6,774 shares 6,774 $213K 0.04% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 3,030 shares; 2025Q3: 3,513 shares; 2025Q4: 3,929 shares 3,929 $211K 0.04% +416 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,473 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 1,597 shares; 2025Q3: 3,022 shares; 2025Q4: 3,109 shares 3,109 $209K 0.04% +87 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 48 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 303 shares 303 $208K 0.04% +3 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,156 shares 3,156 $206K 0.04% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,774 shares; 2024Q3: 1,759 shares; 2024Q4: 1,738 shares; 2025Q1: 1,691 shares; 2025Q2: 1,797 shares; 2025Q3: 1,820 shares; 2025Q4: 1,797 shares 1,797 $205K 0.04% -23 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; 2024Q1: 4,687 shares; 2024Q2: 25,982 shares; 2024Q3: 3,869 shares; 2024Q4: 8,488 shares; 2025Q1: 6,157 shares; 2025Q2: 6,280 shares; 2025Q3: 6,324 shares; 2025Q4: 7,419 shares 7,419 $204K 0.04% +1,095 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 188 shares; 2024Q2: 7,310 shares; 2024Q3: 1,647 shares; 2024Q4: 1,513 shares; 2025Q1: 1,145 shares; 2025Q2: 2,644 shares; 2025Q3: 4,701 shares; 2025Q4: 5,001 shares 5,001 $201K 0.04% +300 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 836 shares; 2024Q3: 836 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 3,365 shares; 2025Q3: 3,448 shares; 2025Q4: 3,047 shares 3,047 $200K 0.04% -401 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,827 shares; 2025Q3: 3,849 shares; 2025Q4: 3,844 shares 3,844 $199K 0.04% -5 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2 shares; 2024Q2: 576 shares; 2024Q3: 179 shares; 2024Q4: 381 shares; 2025Q1: 407 shares; 2025Q2: 512 shares; 2025Q3: 771 shares; 2025Q4: 931 shares 931 $199K 0.03% +160 Timeline MSPRL MORGAN STANLEY DEPOSITARY SHS More: the full row for MORGAN STANLEY DEPOSITARY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,100 shares; 2024Q4: 32,650 shares; 2025Q1: 29,650 shares; 2025Q2: 23,650 shares; 2025Q3: 13,250 shares; 2025Q4: 9,650 shares 9,650 $197K 0.03% -3,600 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12,859 shares; 2024Q3: 5,083 shares; 2024Q4: 5,077 shares; 2025Q1: 3,824 shares; 2025Q2: 3,838 shares; 2025Q3: 3,399 shares; 2025Q4: 3,413 shares 3,413 $197K 0.03% +14 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 8,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 7,500 shares 7,500 $197K 0.03% +2,500 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; 2024Q1: not reported; 2024Q2: 1,436 shares; 2024Q3: 1,438 shares; 2024Q4: 1,534 shares; 2025Q1: 979 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares 1,369 $197K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 798 shares; 2024Q3: 200 shares; 2024Q4: 900 shares; 2025Q1: 1,100 shares; 2025Q2: 1,305 shares; 2025Q3: 1,413 shares; 2025Q4: 1,384 shares 1,384 $191K 0.03% -29 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15 shares; 2024Q2: 27,740 shares; 2024Q3: 32,354 shares; 2024Q4: 32,975 shares; 2025Q1: 2,165 shares; 2025Q2: 2,432 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares 2,502 $190K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 227 shares; 2024Q2: 6,295 shares; 2024Q3: 3,503 shares; 2024Q4: 3,692 shares; 2025Q1: 969 shares; 2025Q2: 829 shares; 2025Q3: 516 shares; 2025Q4: 712 shares 712 $189K 0.03% +196 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 348 shares; 2024Q3: 298 shares; 2024Q4: 248 shares; 2025Q1: 75 shares; 2025Q2: 55 shares; 2025Q3: 3,055 shares; 2025Q4: 3,055 shares 3,055 $189K 0.03% 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; 2024Q1: 1,058 shares; 2024Q2: 6,422 shares; 2024Q3: 2,145 shares; 2024Q4: 2,144 shares; 2025Q1: 2,008 shares; 2025Q2: 2,152 shares; 2025Q3: 2,125 shares; 2025Q4: 2,348 shares 2,348 $186K 0.03% +223 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; 2024Q1: 767 shares; 2024Q2: 6,776 shares; 2024Q3: 7,099 shares; 2024Q4: 7,030 shares; 2025Q1: 713 shares; 2025Q2: 700 shares; 2025Q3: 921 shares; 2025Q4: 948 shares 948 $185K 0.03% +27 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; 2024Q1: 168 shares; 2024Q2: 9,095 shares; 2024Q3: 3,628 shares; 2024Q4: 1,424 shares; 2025Q1: 1,693 shares; 2025Q2: 2,050 shares; 2025Q3: 2,062 shares; 2025Q4: 2,366 shares 2,366 $182K 0.03% +304 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; 2024Q1: 229 shares; 2024Q2: 994 shares; 2024Q3: 900 shares; 2024Q4: 1,234 shares; 2025Q1: 637 shares; 2025Q2: 675 shares; 2025Q3: 745 shares; 2025Q4: 1,554 shares 1,554 $182K 0.03% +809 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 9,699 shares; 2024Q3: 2,242 shares; 2024Q4: 2,041 shares; 2025Q1: 1,584 shares; 2025Q2: 2,102 shares; 2025Q3: 2,120 shares; 2025Q4: 2,307 shares 2,307 $182K 0.03% +187 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 77,547 shares; 2024Q3: 77,881 shares; 2024Q4: 81,496 shares; 2025Q1: 3,200 shares; 2025Q2: 6,510 shares; 2025Q3: 3,184 shares; 2025Q4: 1,571 shares 1,571 $179K 0.03% -1,613 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; 2024Q1: not reported; 2024Q2: 937 shares; 2024Q3: 1,153 shares; 2024Q4: 891 shares; 2025Q1: 853 shares; 2025Q2: 932 shares; 2025Q3: 1,000 shares; 2025Q4: 1,145 shares 1,145 $177K 0.03% +145 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,780 shares; 2024Q3: 969 shares; 2024Q4: 941 shares; 2025Q1: 849 shares; 2025Q2: 891 shares; 2025Q3: 549 shares; 2025Q4: 561 shares 561 $175K 0.03% +12 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; 2024Q1: 51 shares; 2024Q2: 408 shares; 2024Q3: 410 shares; 2024Q4: 1,335 shares; 2025Q1: 523 shares; 2025Q2: 653 shares; 2025Q3: 655 shares; 2025Q4: 641 shares 641 $175K 0.03% -14 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,899 shares; 2024Q3: 1,431 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $174K 0.03% 0 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; 2024Q1: 69 shares; 2024Q2: 3,009 shares; 2024Q3: 677 shares; 2024Q4: 659 shares; 2025Q1: 34 shares; 2025Q2: 163 shares; 2025Q3: 185 shares; 2025Q4: 502 shares 502 $169K 0.03% +317 Timeline RWJ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,288 shares; 2024Q4: 128,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 3,420 shares 3,420 $167K 0.03% +1,000 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,795 shares; 2025Q3: 258 shares; 2025Q4: 3,301 shares 3,301 $166K 0.03% +3,043 Timeline FXH 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $164K 0.03% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,523 shares; 2024Q2: 29,742 shares; 2024Q3: 29,742 shares; 2024Q4: 29,742 shares; 2025Q1: 21,115 shares; 2025Q2: 21,115 shares; 2025Q3: 20,484 shares; 2025Q4: 20,484 shares 20,484 $163K 0.03% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares 3,000 $161K 0.03% +1,000 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares 6,850 $161K 0.03% 0 Timeline BANK OF AMERICA CORP DEP SH… BANK OF AMERICA CORP DEP SH RE More: the full row for BANK OF AMERICA CORP DEP SH RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,500 shares; 2024Q4: 14,300 shares; 2025Q1: 12,800 shares; 2025Q2: 11,400 shares; 2025Q3: 11,000 shares; 2025Q4: 8,500 shares 8,500 $160K 0.03% -2,500 PUBLIC STORAGE DEP SHS REPS… PUBLIC STORAGE DEP SHS REPSTG More: the full row for PUBLIC STORAGE DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 10,116 shares; 2024Q4: 17,716 shares; 2025Q1: 17,716 shares; 2025Q2: 14,216 shares; 2025Q3: 9,216 shares; 2025Q4: 7,716 shares 7,716 $159K 0.03% -1,500 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; 2024Q1: not reported; 2024Q2: 851 shares; 2024Q3: 275 shares; 2024Q4: 317 shares; 2025Q1: 33 shares; 2025Q2: 346 shares; 2025Q3: 428 shares; 2025Q4: 430 shares 430 $159K 0.03% +2 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 58,222 shares; 2024Q3: 76,858 shares; 2024Q4: 79,626 shares; 2025Q1: 2,407 shares; 2025Q2: 1,832 shares; 2025Q3: 1,924 shares; 2025Q4: 2,095 shares 2,095 $158K 0.03% +171 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; 2024Q1: not reported; 2024Q2: 1,551 shares; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 526 shares; 2025Q2: 658 shares; 2025Q3: 766 shares; 2025Q4: 764 shares 764 $157K 0.03% -2 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; 2024Q1: not reported; 2024Q2: 2,973 shares; 2024Q3: 3,012 shares; 2024Q4: 3,403 shares; 2025Q1: 738 shares; 2025Q2: 746 shares; 2025Q3: 798 shares; 2025Q4: 845 shares 845 $156K 0.03% +47 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; 2024Q1: not reported; 2024Q2: 2,225 shares; 2024Q3: 2,185 shares; 2024Q4: 2,668 shares; 2025Q1: 1,068 shares; 2025Q2: 1,001 shares; 2025Q3: 1,016 shares; 2025Q4: 1,003 shares 1,003 $155K 0.03% -13 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; 2024Q1: 202 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 135 shares; 2025Q2: 194 shares; 2025Q3: 148 shares; 2025Q4: 145 shares 145 $155K 0.03% -3 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,045 shares; 2024Q3: 3,045 shares; 2024Q4: 6,090 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,090 shares 6,090 $153K 0.03% 0 Timeline WELLS FARGO& CO NEW WELLS FARGO& CO NEW More: the full row for WELLS FARGO& CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,000 shares; 2024Q4: 25,750 shares; 2025Q1: 25,750 shares; 2025Q2: 16,750 shares; 2025Q3: 11,750 shares; 2025Q4: 7,750 shares 7,750 $151K 0.03% -4,000 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; 2024Q1: not reported; 2024Q2: 1,038 shares; 2024Q3: 2,184 shares; 2024Q4: 1,643 shares; 2025Q1: 2,373 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 3,376 shares 3,376 $151K 0.03% +2,901 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 6,846 shares; 2024Q3: 7,846 shares; 2024Q4: 7,746 shares; 2025Q1: 3,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $150K 0.03% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,600 shares; 2024Q4: 33,160 shares; 2025Q1: 11,410 shares; 2025Q2: 1,750 shares; 2025Q3: 1,450 shares; 2025Q4: 1,500 shares 1,500 $147K 0.03% +50 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 944 shares; 2024Q2: 3,701 shares; 2024Q3: 1,662 shares; 2024Q4: 1,864 shares; 2025Q1: 2,089 shares; 2025Q2: 1,783 shares; 2025Q3: 1,751 shares; 2025Q4: 1,737 shares 1,737 $146K 0.03% -14 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,674 shares; 2025Q3: 2,519 shares; 2025Q4: 2,961 shares 2,961 $145K 0.03% +442 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; 2024Q1: not reported; 2024Q2: 928 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 5,344 shares; 2025Q4: 5,586 shares 5,586 $145K 0.03% +242 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 42 shares; 2024Q2: 724 shares; 2024Q3: 138 shares; 2024Q4: 159 shares; 2025Q1: 144 shares; 2025Q2: 161 shares; 2025Q3: 192 shares; 2025Q4: 946 shares 946 $145K 0.03% +754 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; 2024Q1: not reported; 2024Q2: 91 shares; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 251 shares; 2025Q2: 146 shares; 2025Q3: 154 shares; 2025Q4: 163 shares 163 $144K 0.03% +9 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 403 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $144K 0.03% 0 Timeline VRP 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; 2024Q1: not reported; 2024Q2: 5,900 shares; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $144K 0.03% 0 Timeline GMAR 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 8,500 shares; 2025Q1: 516,005 shares; 2025Q2: 397,268 shares; 2025Q3: 172,810 shares; 2025Q4: 3,500 shares 3,500 $143K 0.03% -169,310 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; 2024Q1: 185 shares; 2024Q2: 1,617 shares; 2024Q3: 1,508 shares; 2024Q4: 1,539 shares; 2025Q1: 1,179 shares; 2025Q2: 1,177 shares; 2025Q3: 1,228 shares; 2025Q4: 1,242 shares 1,242 $143K 0.03% +14 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares 5,800 $143K 0.03% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $142K 0.03% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares 5,650 $142K 0.02% 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; 2024Q1: not reported; 2024Q2: 187 shares; 2024Q3: 1,262 shares; 2024Q4: 1,384 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 549 shares 549 $142K 0.02% +365 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $142K 0.02% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $141K 0.02% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $141K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 704 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 680 shares; 2025Q2: 998 shares; 2025Q3: 946 shares; 2025Q4: 638 shares 638 $140K 0.02% -308 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; 2024Q1: 17 shares; 2024Q2: 673 shares; 2024Q3: 657 shares; 2024Q4: 734 shares; 2025Q1: 540 shares; 2025Q2: 786 shares; 2025Q3: 807 shares; 2025Q4: 917 shares 917 $139K 0.02% +110 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; 2024Q1: 58 shares; 2024Q2: 469 shares; 2024Q3: 427 shares; 2024Q4: 846 shares; 2025Q1: 944 shares; 2025Q2: 1,434 shares; 2025Q3: 1,684 shares; 2025Q4: 1,491 shares 1,491 $138K 0.02% -193 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10 shares; 2024Q2: 761 shares; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 445 shares; 2025Q2: 498 shares; 2025Q3: 615 shares; 2025Q4: 699 shares 699 $138K 0.02% +84 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,388 shares; 2025Q4: 4,604 shares 4,604 $135K 0.02% +216 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2 shares; 2024Q2: 16 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 5 shares; 2025Q2: 21 shares; 2025Q3: 23 shares; 2025Q4: 25 shares 25 $134K 0.02% +2 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44 shares; 2024Q2: 736 shares; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 715 shares; 2025Q2: 890 shares; 2025Q3: 587 shares; 2025Q4: 538 shares 538 $133K 0.02% -49 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $132K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 624 shares; 2024Q2: 532 shares; 2024Q3: 150 shares; 2024Q4: 100 shares; 2025Q1: 43 shares; 2025Q2: 106 shares; 2025Q3: 139 shares; 2025Q4: 196 shares 196 $132K 0.02% +57 Timeline YETH ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 7,491 shares 7,491 $131K 0.02% +5,756 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 4 shares; 2024Q4: 87 shares; 2025Q1: 2,595 shares; 2025Q2: 1,719 shares; 2025Q3: 860 shares; 2025Q4: 1,305 shares 1,305 $130K 0.02% +445 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; 2024Q1: 739 shares; 2024Q2: 661 shares; 2024Q3: 230 shares; 2024Q4: 429 shares; 2025Q1: 1,485 shares; 2025Q2: 1,634 shares; 2025Q3: 3,903 shares; 2025Q4: 1,289 shares 1,289 $130K 0.02% -2,614 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 431 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,066 shares 1,066 $130K 0.02% new Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,058 shares; 2025Q3: 4,206 shares; 2025Q4: 3,915 shares 3,915 $129K 0.02% -291 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,978 shares; 2024Q3: 2,063 shares; 2024Q4: 2,054 shares; 2025Q1: 641 shares; 2025Q2: 817 shares; 2025Q3: 829 shares; 2025Q4: 728 shares 728 $128K 0.02% -101 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 411 shares; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 887 shares; 2025Q2: 861 shares; 2025Q3: 857 shares; 2025Q4: 1,461 shares 1,461 $128K 0.02% +604 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,570 shares; 2024Q2: 47,028 shares; 2024Q3: 47,912 shares; 2024Q4: 50,879 shares; 2025Q1: 3,420 shares; 2025Q2: 4,013 shares; 2025Q3: 4,770 shares; 2025Q4: 5,107 shares 5,107 $127K 0.02% +337 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 477 shares; 2025Q2: 581 shares; 2025Q3: 662 shares; 2025Q4: 680 shares 680 $126K 0.02% +18 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,300 shares 1,300 $126K 0.02% +700 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; 2024Q1: 64 shares; 2024Q2: 833 shares; 2024Q3: 275 shares; 2024Q4: 521 shares; 2025Q1: 134 shares; 2025Q2: 127 shares; 2025Q3: 215 shares; 2025Q4: 124 shares 124 $125K 0.02% -91 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 1,105 shares; 2025Q3: 1,575 shares; 2025Q4: 1,738 shares 1,738 $125K 0.02% +163 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $125K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 641 shares; 2024Q2: 364 shares; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 526 shares; 2025Q2: 742 shares; 2025Q3: 891 shares; 2025Q4: 771 shares 771 $124K 0.02% -120 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 426 shares; 2025Q1: 231 shares; 2025Q2: 252 shares; 2025Q3: 260 shares; 2025Q4: 368 shares 368 $124K 0.02% +108 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares; 2025Q4: 1,199 shares 1,199 $124K 0.02% +562 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; 2024Q1: not reported; 2024Q2: 556 shares; 2024Q3: 539 shares; 2024Q4: 523 shares; 2025Q1: 571 shares; 2025Q2: 440 shares; 2025Q3: 427 shares; 2025Q4: 514 shares 514 $124K 0.02% +87 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,367 shares; 2024Q2: 23,982 shares; 2024Q3: 3,410 shares; 2024Q4: 3,600 shares; 2025Q1: 2,222 shares; 2025Q2: 2,918 shares; 2025Q3: 3,044 shares; 2025Q4: 3,336 shares 3,336 $123K 0.02% +292 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 0 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 245 shares; 2025Q2: 318 shares; 2025Q3: 328 shares; 2025Q4: 321 shares 321 $123K 0.02% -7 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; 2024Q1: not reported; 2024Q2: 352 shares; 2024Q3: 347 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 410 shares; 2025Q3: 420 shares; 2025Q4: 404 shares 404 $122K 0.02% -16 Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME TRU… More: the full row for BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 8,677 shares; 2024Q3: 8,677 shares; 2024Q4: 8,677 shares; 2025Q1: 8,677 shares; 2025Q2: 8,677 shares; 2025Q3: 8,677 shares; 2025Q4: 8,677 shares 8,677 $122K 0.02% 0 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; 2024Q1: 6 shares; 2024Q2: 5,955 shares; 2024Q3: 1,940 shares; 2024Q4: 1,941 shares; 2025Q1: 961 shares; 2025Q2: 1,937 shares; 2025Q3: 2,285 shares; 2025Q4: 2,388 shares 2,388 $121K 0.02% +103 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 318 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 850 shares; 2025Q4: 1,083 shares 1,083 $121K 0.02% +233 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 217 shares; 2024Q2: 7,072 shares; 2024Q3: 1,602 shares; 2024Q4: 1,592 shares; 2025Q1: 477 shares; 2025Q2: 457 shares; 2025Q3: 515 shares; 2025Q4: 1,632 shares 1,632 $120K 0.02% +1,117 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 105 shares; 2024Q2: 1,369 shares; 2024Q3: 1,613 shares; 2024Q4: 1,536 shares; 2025Q1: 1,072 shares; 2025Q2: 1,115 shares; 2025Q3: 1,122 shares; 2025Q4: 634 shares 634 $119K 0.02% -488 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 134 shares; 2024Q2: 1,158 shares; 2024Q3: 799 shares; 2024Q4: 782 shares; 2025Q1: 214 shares; 2025Q2: 239 shares; 2025Q3: 250 shares; 2025Q4: 265 shares 265 $118K 0.02% +15 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; 2024Q1: 39 shares; 2024Q2: 4,830 shares; 2024Q3: 2,760 shares; 2024Q4: 3,316 shares; 2025Q1: 547 shares; 2025Q2: 480 shares; 2025Q3: 504 shares; 2025Q4: 510 shares 510 $118K 0.02% +6 Timeline ERH ALLSPRING UTILITIES AND HIGH More: the full row for ALLSPRING UTILITIES AND HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,077 shares; 2024Q2: 10,017 shares; 2024Q3: 10,208 shares; 2024Q4: 10,208 shares; 2025Q1: 10,208 shares; 2025Q2: 10,008 shares; 2025Q3: 9,808 shares; 2025Q4: 9,808 shares 9,808 $116K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,858 shares; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,488 shares; 2025Q3: 2,556 shares; 2025Q4: 2,659 shares 2,659 $116K 0.02% +103 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; 2024Q1: not reported; 2024Q2: 6,326 shares; 2024Q3: 5,746 shares; 2024Q4: 5,765 shares; 2025Q1: 5,319 shares; 2025Q2: 5,089 shares; 2025Q3: 1,021 shares; 2025Q4: 2,688 shares 2,688 $115K 0.02% +1,667 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24 shares; 2024Q2: 93 shares; 2024Q3: 3 shares; 2024Q4: 300 shares; 2025Q1: 1,311 shares; 2025Q2: 1,484 shares; 2025Q3: 1,490 shares; 2025Q4: 1,682 shares 1,682 $115K 0.02% +192 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 285 shares; 2025Q3: 583 shares; 2025Q4: 657 shares 657 $114K 0.02% +74 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; 2024Q1: 10 shares; 2024Q2: 579 shares; 2024Q3: 417 shares; 2024Q4: 420 shares; 2025Q1: 448 shares; 2025Q2: 532 shares; 2025Q3: 585 shares; 2025Q4: 562 shares 562 $114K 0.02% -23 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 210 shares; 2024Q4: 547 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $114K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 111 shares; 2025Q2: 142 shares; 2025Q3: 196 shares; 2025Q4: 242 shares 242 $113K 0.02% +46 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 539 shares; 2024Q2: 3,036 shares; 2024Q3: 940 shares; 2024Q4: 923 shares; 2025Q1: 932 shares; 2025Q2: 1,058 shares; 2025Q3: 1,067 shares; 2025Q4: 1,343 shares 1,343 $113K 0.02% +276 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; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 3,698 shares; 2024Q4: 3,675 shares; 2025Q1: 2,733 shares; 2025Q2: 2,891 shares; 2025Q3: 2,822 shares; 2025Q4: 3,041 shares 3,041 $113K 0.02% +219 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; 2024Q1: not reported; 2024Q2: 3,176 shares; 2024Q3: 2,974 shares; 2024Q4: 2,967 shares; 2025Q1: 4,899 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,052 shares 1,052 $112K 0.02% +35 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; 2024Q1: 100 shares; 2024Q2: 328 shares; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 699 shares; 2025Q2: 450 shares; 2025Q3: 468 shares; 2025Q4: 1,946 shares 1,946 $112K 0.02% +1,478 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 153 shares; 2025Q3: 176 shares; 2025Q4: 184 shares 184 $111K 0.02% +8 Timeline TOPW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares 2,648 $111K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,596 shares; 2024Q3: 1,596 shares; 2024Q4: 3,433 shares; 2025Q1: 1,126 shares; 2025Q2: 1,084 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares 1,452 $111K 0.02% 0 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; 2024Q1: not reported; 2024Q2: 649 shares; 2024Q3: 302 shares; 2024Q4: 297 shares; 2025Q1: 65 shares; 2025Q2: 178 shares; 2025Q3: 262 shares; 2025Q4: 284 shares 284 $111K 0.02% +22 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 296 shares; 2024Q2: 1,817 shares; 2024Q3: 649 shares; 2024Q4: 656 shares; 2025Q1: 638 shares; 2025Q2: 647 shares; 2025Q3: 665 shares; 2025Q4: 677 shares 677 $110K 0.02% +12 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233 shares; 2025Q2: 359 shares; 2025Q3: 453 shares; 2025Q4: 480 shares 480 $110K 0.02% +27 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35 shares; 2024Q2: 37 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 52 shares; 2025Q2: 67 shares; 2025Q3: 71 shares; 2025Q4: 54 shares 54 $109K 0.02% -17 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; 2024Q1: not reported; 2024Q2: 438 shares; 2024Q3: 238 shares; 2024Q4: 1,842 shares; 2025Q1: 3,079 shares; 2025Q2: 3,441 shares; 2025Q3: 3,538 shares; 2025Q4: 1,925 shares 1,925 $109K 0.02% -1,613 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,882 shares; 2024Q3: 2,946 shares; 2024Q4: 2,890 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: 2,941 shares; 2025Q4: 2,938 shares 2,938 $108K 0.02% -3 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 886 shares; 2025Q3: 1,691 shares; 2025Q4: 1,825 shares 1,825 $108K 0.02% +134 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 16,058 shares; 2024Q3: 13,147 shares; 2024Q4: 12,744 shares; 2025Q1: 553 shares; 2025Q2: 608 shares; 2025Q3: 664 shares; 2025Q4: 663 shares 663 $107K 0.02% -1 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 274 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 519 shares; 2025Q2: 557 shares; 2025Q3: 586 shares; 2025Q4: 547 shares 547 $106K 0.02% -39 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,584 shares; 2024Q3: 222 shares; 2024Q4: 320 shares; 2025Q1: 502 shares; 2025Q2: 417 shares; 2025Q3: 648 shares; 2025Q4: 661 shares 661 $106K 0.02% +13 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; 2024Q1: not reported; 2024Q2: 18,619 shares; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 3,234 shares; 2025Q2: 47 shares; 2025Q3: 311 shares; 2025Q4: 4,684 shares 4,684 $105K 0.02% +4,373 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; 2024Q1: 149 shares; 2024Q2: 3,617 shares; 2024Q3: 959 shares; 2024Q4: 947 shares; 2025Q1: 1,723 shares; 2025Q2: 1,805 shares; 2025Q3: 1,918 shares; 2025Q4: 1,047 shares 1,047 $104K 0.02% -871 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 568 shares 568 $104K 0.02% +8 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $103K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 0 shares; 2024Q3: 2,193 shares; 2024Q4: 2,061 shares; 2025Q1: 2,135 shares; 2025Q2: 2,136 shares; 2025Q3: 2,087 shares; 2025Q4: 1,929 shares 1,929 $102K 0.02% -158 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,337 shares; 2025Q4: 1,458 shares 1,458 $102K 0.02% +121 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39 shares; 2024Q2: 7,047 shares; 2024Q3: 6,139 shares; 2024Q4: 6,054 shares; 2025Q1: 424 shares; 2025Q2: 1,060 shares; 2025Q3: 1,037 shares; 2025Q4: 1,077 shares 1,077 $101K 0.02% +40 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 9,538 shares; 2025Q2: 992 shares; 2025Q3: 1,066 shares; 2025Q4: 1,098 shares 1,098 $100K 0.02% +32 Timeline PACIFIC OAK STRATEGIC OPPOR… PACIFIC OAK STRATEGIC OPPORTUNITY… More: the full row for PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,803 shares; 2024Q4: 17,467 shares; 2025Q1: 17,467 shares; 2025Q2: 17,467 shares; 2025Q3: 17,467 shares; 2025Q4: 17,467 shares 17,467 $99.9K 0.02% 0 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,017 shares; 2024Q3: 301 shares; 2024Q4: 319 shares; 2025Q1: 1,047 shares; 2025Q2: 528 shares; 2025Q3: 706 shares; 2025Q4: 854 shares 854 $99.6K 0.02% +148 Timeline EDOW 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; 2024Q1: not reported; 2024Q2: 3,912 shares; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares 2,412 $99.6K 0.02% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,725 shares; 2024Q3: 686 shares; 2024Q4: 661 shares; 2025Q1: 649 shares; 2025Q2: 673 shares; 2025Q3: 360 shares; 2025Q4: 380 shares 380 $99.4K 0.02% +20 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,263 shares; 2025Q3: 377 shares; 2025Q4: 478 shares 478 $98.7K 0.02% +101 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 19 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 29 shares 29 $98.3K 0.02% -5 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,655 shares; 2025Q3: 4,845 shares; 2025Q4: 4,569 shares 4,569 $98.3K 0.02% -276 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 528 shares; 2024Q2: 8,889 shares; 2024Q3: 3,411 shares; 2024Q4: 3,476 shares; 2025Q1: 212 shares; 2025Q2: 106 shares; 2025Q3: 3,759 shares; 2025Q4: 4,073 shares 4,073 $97.3K 0.02% +314 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 262,423 shares; 2024Q3: 266,395 shares; 2024Q4: 275,185 shares; 2025Q1: 3,853 shares; 2025Q2: 3,700 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896 $97.3K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 633 shares; 2024Q2: 8,352 shares; 2024Q3: 2,433 shares; 2024Q4: 2,337 shares; 2025Q1: 1,863 shares; 2025Q2: 1,995 shares; 2025Q3: 2,047 shares; 2025Q4: 1,221 shares 1,221 $97.3K 0.02% -826 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 760 shares; 2025Q3: 1,072 shares; 2025Q4: 1,160 shares 1,160 $97.1K 0.02% +88 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,378 shares; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 1,050 shares; 2025Q2: 958 shares; 2025Q3: 763 shares; 2025Q4: 751 shares 751 $96.9K 0.02% -12 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,730 shares; 2025Q2: 6,480 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $96.5K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11 shares; 2024Q2: 1,202 shares; 2024Q3: 84 shares; 2024Q4: 279 shares; 2025Q1: 456 shares; 2025Q2: 635 shares; 2025Q3: 785 shares; 2025Q4: 623 shares 623 $96.1K 0.02% -162 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,400 shares; 2024Q3: 429 shares; 2024Q4: 871 shares; 2025Q1: 843 shares; 2025Q2: 754 shares; 2025Q3: 704 shares; 2025Q4: 358 shares 358 $96K 0.02% -346 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 119 shares; 2024Q2: 239 shares; 2024Q3: 208 shares; 2024Q4: 174 shares; 2025Q1: 302 shares; 2025Q2: 417 shares; 2025Q3: 517 shares; 2025Q4: 541 shares 541 $96K 0.02% +24 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,848 shares; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 8,756 shares; 2025Q2: 10,262 shares; 2025Q3: 10,842 shares; 2025Q4: 11,098 shares 11,098 $92.6K 0.02% +256 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,776 shares; 2025Q3: 1,642 shares; 2025Q4: 2,102 shares 2,102 $91.5K 0.02% +460 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 279 shares; 2025Q2: 314 shares; 2025Q3: 301 shares; 2025Q4: 318 shares 318 $91.1K 0.02% +17 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: 3,876 shares; 2025Q4: 3,508 shares 3,508 $90.6K 0.02% -368 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 0 shares; 2024Q2: 820 shares; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,365 shares; 2025Q2: 1,406 shares; 2025Q3: 1,430 shares; 2025Q4: 1,448 shares 1,448 $90.5K 0.02% +18 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; 2024Q1: 312 shares; 2024Q2: 309 shares; 2024Q3: 90 shares; 2024Q4: 443 shares; 2025Q1: 395 shares; 2025Q2: 329 shares; 2025Q3: 307 shares; 2025Q4: 351 shares 351 $90.3K 0.02% +44 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8 shares; 2024Q2: 52 shares; 2024Q3: 49 shares; 2024Q4: 102 shares; 2025Q1: 213 shares; 2025Q2: 250 shares; 2025Q3: 246 shares; 2025Q4: 193 shares 193 $87.5K 0.02% -53 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 456 shares; 2024Q2: 1,354 shares; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 8,520 shares; 2025Q2: 8,371 shares; 2025Q3: 8,310 shares; 2025Q4: 4,975 shares 4,975 $85.8K 0.02% -3,335 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 661 shares; 2025Q4: 895 shares 895 $85.1K 0.01% +234 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; 2024Q1: 142 shares; 2024Q2: 110 shares; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 290 shares; 2025Q2: 299 shares; 2025Q3: 455 shares; 2025Q4: 470 shares 470 $84.2K 0.01% +15 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 12,340 shares; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 1,614 shares; 2025Q2: 1,506 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395 $83.9K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 34 shares; 2024Q2: 302 shares; 2024Q3: 300 shares; 2024Q4: 298 shares; 2025Q1: 64 shares; 2025Q2: 121 shares; 2025Q3: 226 shares; 2025Q4: 235 shares 235 $82.9K 0.01% +9 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,400 shares; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 877 shares; 2025Q2: 894 shares; 2025Q3: 934 shares; 2025Q4: 934 shares 934 $82.5K 0.01% 0 Timeline DIME COMMERCIAL BANCSHARES,… DIME COMMERCIAL BANCSHARES, IN More: the full row for DIME COMMERCIAL BANCSHARES, IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,900 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 6,900 shares; 2025Q3: 5,400 shares; 2025Q4: 4,600 shares 4,600 $82.3K 0.01% -800 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 850 shares; 2025Q3: 899 shares; 2025Q4: 383 shares 383 $81.2K 0.01% -516 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7 shares; 2024Q2: 45 shares; 2024Q3: 43 shares; 2024Q4: 94 shares; 2025Q1: 168 shares; 2025Q2: 224 shares; 2025Q3: 257 shares; 2025Q4: 282 shares 282 $81K 0.01% +25 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,710 shares 5,710 $80.7K 0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,001 shares; 2024Q2: 2,160 shares; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares 2,818 $80.4K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,609 shares; 2024Q3: 5,603 shares; 2024Q4: 15,609 shares; 2025Q1: 1,658 shares; 2025Q2: 1,192 shares; 2025Q3: 1,058 shares; 2025Q4: 966 shares 966 $80.1K 0.01% -92 Timeline MDIV 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $78.6K 0.01% 0 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; 2024Q1: not reported; 2024Q2: 52,744 shares; 2024Q3: 51,188 shares; 2024Q4: 49,816 shares; 2025Q1: 1,199 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $78.4K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 66 shares; 2024Q2: 143 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 23 shares; 2025Q2: 222 shares; 2025Q3: 234 shares; 2025Q4: 264 shares 264 $78.1K 0.01% +30 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 64 shares; 2024Q2: 2,080 shares; 2024Q3: 1,638 shares; 2024Q4: 1,620 shares; 2025Q1: 101 shares; 2025Q2: 285 shares; 2025Q3: 247 shares; 2025Q4: 343 shares 343 $78.1K 0.01% +96 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 700 shares; 2025Q2: 1,296 shares; 2025Q3: 3,606 shares; 2025Q4: 5,300 shares 5,300 $75.5K 0.01% +1,694 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 191 shares; 2025Q2: 192 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $75.3K 0.01% 0 Timeline