SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,147 shares; 2024Q4: 13,954 shares; 2025Q1: 12,686 shares; 2025Q2: 17,352 shares; 2025Q3: 16,905 shares; 2025Q4: 16,030 shares; 2026Q1: 20,091 shares; 2026Q2: 21,060 shares 21,060 $15.7M 6.2% +969 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,993 shares; 2024Q4: 124,863 shares; 2025Q1: 138,898 shares; 2025Q2: 139,069 shares; 2025Q3: 139,930 shares; 2025Q4: 142,420 shares; 2026Q1: 146,342 shares; 2026Q2: 136,804 shares 136,804 $13.1M 5.16% -9,538 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,740 shares; 2024Q4: 107,921 shares; 2025Q1: 169,618 shares; 2025Q2: 168,106 shares; 2025Q3: 171,452 shares; 2025Q4: 174,525 shares; 2026Q1: 185,687 shares; 2026Q2: 190,503 shares 190,503 $12.6M 4.96% +4,816 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,125 shares; 2024Q4: 100,277 shares; 2025Q1: 99,532 shares; 2025Q2: 99,284 shares; 2025Q3: 98,230 shares; 2025Q4: 97,636 shares; 2026Q1: 100,108 shares; 2026Q2: 99,968 shares 99,968 $11.9M 4.69% -140 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,236 shares; 2024Q4: 10,729 shares; 2025Q1: 10,500 shares; 2025Q2: 12,664 shares; 2025Q3: 11,313 shares; 2025Q4: 11,563 shares; 2026Q1: 12,389 shares; 2026Q2: 12,148 shares 12,148 $8.95M 3.53% -241 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,996 shares; 2024Q4: 35,083 shares; 2025Q1: 36,295 shares; 2025Q2: 33,123 shares; 2025Q3: 29,318 shares; 2025Q4: 28,455 shares; 2026Q1: 28,218 shares; 2026Q2: 27,726 shares 27,726 $8.02M 3.16% -492 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,780 shares; 2024Q4: 20,038 shares; 2025Q1: 21,052 shares; 2025Q2: 21,365 shares; 2025Q3: 20,450 shares; 2025Q4: 20,266 shares; 2026Q1: 20,669 shares; 2026Q2: 21,993 shares 21,993 $7.77M 3.06% +1,324 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,415 shares; 2024Q4: 12,860 shares; 2025Q1: 15,380 shares; 2025Q2: 14,115 shares; 2025Q3: 13,533 shares; 2025Q4: 13,484 shares; 2026Q1: 14,170 shares; 2026Q2: 14,716 shares 14,716 $6.19M 2.44% +546 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,033 shares; 2024Q4: 28,645 shares; 2025Q1: 29,828 shares; 2025Q2: 30,155 shares; 2025Q3: 30,134 shares; 2025Q4: 30,171 shares; 2026Q1: 36,696 shares; 2026Q2: 37,717 shares 37,717 $5.96M 2.35% +1,021 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,749 shares; 2024Q4: 26,883 shares; 2025Q1: 29,712 shares; 2025Q2: 31,707 shares; 2025Q3: 27,229 shares; 2025Q4: 23,655 shares; 2026Q1: 25,901 shares; 2026Q2: 24,142 shares 24,142 $5.75M 2.27% -1,759 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,371 shares; 2024Q4: 4,385 shares; 2025Q1: 4,357 shares; 2025Q2: 3,869 shares; 2025Q3: 3,611 shares; 2025Q4: 6,935 shares; 2026Q1: 7,332 shares; 2026Q2: 7,166 shares 7,166 $5.37M 2.12% -166 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,813 shares; 2024Q4: 48,813 shares; 2025Q1: 48,803 shares; 2025Q2: 48,753 shares; 2025Q3: 48,753 shares; 2025Q4: 47,713 shares; 2026Q1: 42,006 shares; 2026Q2: 39,118 shares 39,118 $5.32M 2.1% -2,888 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,720 shares; 2026Q2: 86,756 shares 86,756 $5.09M 2.01% -2,964 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,585 shares; 2024Q4: 44,633 shares; 2025Q1: 13,434 shares; 2025Q2: 28,848 shares; 2025Q3: 31,330 shares; 2025Q4: 33,955 shares; 2026Q1: 48,525 shares; 2026Q2: 50,846 shares 50,846 $5.03M 1.98% +2,321 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,443 shares; 2025Q2: 29,992 shares; 2025Q3: 16,617 shares; 2025Q4: 27,120 shares; 2026Q1: 41,833 shares; 2026Q2: 48,847 shares 48,847 $4.92M 1.94% +7,014 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,142 shares; 2024Q4: 103,476 shares; 2025Q1: 93,893 shares; 2025Q2: 96,343 shares; 2025Q3: 102,406 shares; 2025Q4: 106,016 shares; 2026Q1: 111,192 shares; 2026Q2: 112,861 shares 112,861 $4.91M 1.93% +1,669 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,879 shares; 2024Q4: 78,334 shares; 2025Q1: 93,153 shares; 2025Q2: 93,420 shares; 2025Q3: 95,009 shares; 2025Q4: 98,115 shares; 2026Q1: 96,202 shares; 2026Q2: 95,325 shares 95,325 $4.8M 1.89% -877 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; 2024Q3: not reported; 2024Q4: 15,330 shares; 2025Q1: 16,001 shares; 2025Q2: 16,232 shares; 2025Q3: 9,556 shares; 2025Q4: 82,334 shares; 2026Q1: 87,793 shares; 2026Q2: 88,969 shares 88,969 $4.2M 1.66% +1,176 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 74,231 shares; 2026Q1: 79,113 shares; 2026Q2: 80,009 shares 80,009 $3.94M 1.55% +896 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,720 shares; 2024Q4: 106,160 shares; 2025Q1: 107,221 shares; 2025Q2: 104,728 shares; 2025Q3: 104,312 shares; 2025Q4: 103,478 shares; 2026Q1: 103,553 shares; 2026Q2: 103,817 shares 103,817 $3.51M 1.38% +264 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,213 shares; 2024Q4: 8,973 shares; 2025Q1: 73,271 shares; 2025Q2: 34,734 shares; 2025Q3: 34,139 shares; 2025Q4: 37,471 shares; 2026Q1: 57,198 shares; 2026Q2: 66,830 shares 66,830 $3.41M 1.34% +9,632 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,225 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: not reported; 2025Q4: 907 shares; 2026Q1: 1,985 shares; 2026Q2: 2,723 shares 2,723 $3.14M 1.24% +738 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,156 shares; 2024Q4: 30,465 shares; 2025Q1: 31,138 shares; 2025Q2: 31,125 shares; 2025Q3: 8,916 shares; 2025Q4: 44,166 shares; 2026Q1: 47,456 shares; 2026Q2: 48,828 shares 48,828 $3M 1.18% +1,372 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,994 shares; 2024Q4: 8,990 shares; 2025Q1: 9,067 shares; 2025Q2: 8,994 shares; 2025Q3: 8,521 shares; 2025Q4: 8,718 shares; 2026Q1: 8,929 shares; 2026Q2: 8,034 shares 8,034 $2.87M 1.13% -895 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,344 shares; 2024Q4: 11,057 shares; 2025Q1: 11,582 shares; 2025Q2: 10,741 shares; 2025Q3: 7,360 shares; 2025Q4: 7,366 shares; 2026Q1: 7,485 shares; 2026Q2: 7,660 shares 7,660 $2.86M 1.13% +175 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,009 shares; 2024Q4: 42,328 shares; 2025Q1: 42,826 shares; 2025Q2: 44,442 shares; 2025Q3: 12,426 shares; 2025Q4: 43,756 shares; 2026Q1: 47,924 shares; 2026Q2: 49,402 shares 49,402 $2.79M 1.1% +1,478 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,128 shares; 2024Q4: 31,763 shares; 2025Q1: 40,004 shares; 2025Q2: 41,340 shares; 2025Q3: 43,618 shares; 2025Q4: 46,659 shares; 2026Q1: 48,112 shares; 2026Q2: 49,112 shares 49,112 $2.78M 1.09% +1,000 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,428 shares; 2025Q3: 3,542 shares; 2025Q4: 3,545 shares; 2026Q1: 6,758 shares; 2026Q2: 8,495 shares 8,495 $2.6M 1.03% +1,737 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,442 shares; 2024Q4: 26,340 shares; 2025Q1: 22,830 shares; 2025Q2: 26,917 shares; 2025Q3: 13,907 shares; 2025Q4: 14,445 shares; 2026Q1: 21,289 shares; 2026Q2: 44,343 shares 44,343 $2.49M 0.98% +23,054 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 10,948 shares; 2025Q1: 13,082 shares; 2025Q2: 14,547 shares; 2025Q3: 11,379 shares; 2025Q4: 11,906 shares; 2026Q1: 14,357 shares; 2026Q2: 12,302 shares 12,302 $2.46M 0.97% -2,055 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 7,769 shares; 2025Q1: 7,877 shares; 2025Q2: 7,408 shares; 2025Q3: 7,135 shares; 2025Q4: 14,124 shares; 2026Q1: 13,321 shares; 2026Q2: 12,654 shares 12,654 $2.41M 0.95% -667 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,682 shares; 2024Q4: 26,682 shares; 2025Q1: 26,783 shares; 2025Q2: 26,784 shares; 2025Q3: 26,785 shares; 2025Q4: 26,801 shares; 2026Q1: 26,799 shares; 2026Q2: 25,174 shares 25,174 $2.36M 0.93% -1,625 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,026 shares; 2024Q4: 22,610 shares; 2025Q1: 22,561 shares; 2025Q2: 22,387 shares; 2025Q3: 21,946 shares; 2025Q4: 21,571 shares; 2026Q1: 21,164 shares; 2026Q2: 20,682 shares 20,682 $2.35M 0.93% -482 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,480 shares; 2026Q2: 102,424 shares 102,424 $2.33M 0.92% -56 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,498 shares; 2024Q4: 42,266 shares; 2025Q1: 42,223 shares; 2025Q2: 43,339 shares; 2025Q3: 45,293 shares; 2025Q4: 46,427 shares; 2026Q1: 48,728 shares; 2026Q2: 51,000 shares 51,000 $2.25M 0.89% +2,272 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 2,673 shares; 2025Q1: 1,972 shares; 2025Q2: 3,517 shares; 2025Q3: 1,878 shares; 2025Q4: 3,356 shares; 2026Q1: 3,392 shares; 2026Q2: 3,954 shares 3,954 $2.23M 0.88% +562 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,377 shares 12,377 $2.11M 0.83% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,606 shares; 2024Q4: 3,796 shares; 2025Q1: 5,763 shares; 2025Q2: 9,600 shares; 2025Q3: 4,445 shares; 2025Q4: 5,063 shares; 2026Q1: 6,686 shares; 2026Q2: 5,247 shares 5,247 $1.98M 0.78% -1,439 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,361 shares; 2024Q4: 7,771 shares; 2025Q1: 7,812 shares; 2025Q2: 7,812 shares; 2025Q3: 7,812 shares; 2025Q4: 7,812 shares; 2026Q1: 5,342 shares; 2026Q2: 5,296 shares 5,296 $1.96M 0.77% -46 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,106 shares; 2024Q4: 15,280 shares; 2025Q1: 17,806 shares; 2025Q2: 17,784 shares; 2025Q3: 18,326 shares; 2025Q4: 19,110 shares; 2026Q1: 18,566 shares; 2026Q2: 18,726 shares 18,726 $1.84M 0.72% +160 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,528 shares; 2024Q4: 14,512 shares; 2025Q1: 14,487 shares; 2025Q2: 13,574 shares; 2025Q3: 12,640 shares; 2025Q4: 12,222 shares; 2026Q1: 12,783 shares; 2026Q2: 12,342 shares 12,342 $1.78M 0.7% -441 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,814 shares; 2024Q4: 28,953 shares; 2025Q1: 35,566 shares; 2025Q2: 35,372 shares; 2025Q3: 35,740 shares; 2025Q4: 36,533 shares; 2026Q1: 35,520 shares; 2026Q2: 33,414 shares 33,414 $1.64M 0.65% -2,106 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 8,221 shares; 2025Q1: 9,689 shares; 2025Q2: 9,986 shares; 2025Q3: 10,048 shares; 2025Q4: 10,146 shares; 2026Q1: 9,175 shares; 2026Q2: 9,206 shares 9,206 $1.6M 0.63% +31 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,671 shares; 2024Q4: 11,420 shares; 2025Q1: 15,058 shares; 2025Q2: 11,768 shares; 2025Q3: 11,490 shares; 2025Q4: 10,845 shares; 2026Q1: 12,635 shares; 2026Q2: 10,829 shares 10,829 $1.49M 0.59% -1,806 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,949 shares; 2025Q3: 2,918 shares; 2025Q4: 2,958 shares; 2026Q1: 3,512 shares; 2026Q2: 3,900 shares 3,900 $1.42M 0.56% +388 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,735 shares; 2025Q4: 15,581 shares; 2026Q1: 15,688 shares; 2026Q2: 14,432 shares 14,432 $1.35M 0.53% -1,256 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,368 shares; 2026Q1: 8,142 shares; 2026Q2: 8,113 shares 8,113 $1.33M 0.52% -29 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,880 shares; 2026Q1: 2,675 shares; 2026Q2: 4,363 shares 4,363 $1.19M 0.47% +1,688 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,601 shares; 2025Q1: 10,075 shares; 2025Q2: 10,761 shares; 2025Q3: 9,951 shares; 2025Q4: 10,680 shares; 2026Q1: 11,804 shares; 2026Q2: 12,289 shares 12,289 $1.19M 0.47% +485 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,730 shares; 2024Q4: 6,792 shares; 2025Q1: 7,164 shares; 2025Q2: 8,082 shares; 2025Q3: 7,994 shares; 2025Q4: 3,857 shares; 2026Q1: 4,720 shares; 2026Q2: 5,171 shares 5,171 $1.17M 0.46% +451 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,772 shares; 2025Q2: 19,015 shares; 2025Q3: 21,912 shares; 2025Q4: 22,790 shares; 2026Q1: 25,437 shares; 2026Q2: 26,288 shares 26,288 $1.12M 0.44% +851 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,670 shares; 2026Q1: 18,320 shares; 2026Q2: 17,170 shares 17,170 $1.08M 0.43% -1,150 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,189 shares; 2026Q1: 42,766 shares; 2026Q2: 39,717 shares 39,717 $1.05M 0.42% -3,049 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,531 shares 36,531 $1.04M 0.41% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 9,071 shares; 2025Q1: 9,272 shares; 2025Q2: 9,083 shares; 2025Q3: 9,058 shares; 2025Q4: 9,128 shares; 2026Q1: 9,155 shares; 2026Q2: 9,162 shares 9,162 $1.04M 0.41% +7 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,805 shares; 2024Q4: 17,922 shares; 2025Q1: 18,602 shares; 2025Q2: 19,159 shares; 2025Q3: 19,778 shares; 2025Q4: 20,491 shares; 2026Q1: 21,439 shares; 2026Q2: 22,394 shares 22,394 $1.03M 0.4% +955 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,047 shares; 2026Q1: 4,850 shares; 2026Q2: 5,415 shares 5,415 $1.01M 0.4% +565 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,582 shares; 2024Q4: 19,538 shares; 2025Q1: 18,278 shares; 2025Q2: 18,208 shares; 2025Q3: 16,625 shares; 2025Q4: 14,545 shares; 2026Q1: 14,481 shares; 2026Q2: 13,980 shares 13,980 $937K 0.37% -501 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,485 shares; 2024Q4: 13,370 shares; 2025Q1: 13,474 shares; 2025Q2: 24,224 shares; 2025Q3: 23,814 shares; 2025Q4: 24,239 shares; 2026Q1: 24,795 shares; 2026Q2: 22,568 shares 22,568 $935K 0.37% -2,227 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 1,119 shares; 2026Q1: 1,393 shares; 2026Q2: 1,113 shares 1,113 $934K 0.37% -280 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,771 shares; 2024Q4: 7,388 shares; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,056 shares; 2025Q4: 3,040 shares; 2026Q1: 6,199 shares; 2026Q2: 8,030 shares 8,030 $876K 0.35% +1,831 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,426 shares; 2025Q1: 3,433 shares; 2025Q2: 3,435 shares; 2025Q3: 3,436 shares; 2025Q4: 3,437 shares; 2026Q1: 3,429 shares; 2026Q2: 3,430 shares 3,430 $865K 0.34% +1 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 8,730 shares; 2025Q1: 8,565 shares; 2025Q2: 8,465 shares; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares; 2026Q1: 8,040 shares; 2026Q2: 7,340 shares 7,340 $834K 0.33% -700 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,704 shares; 2025Q3: 6,523 shares; 2025Q4: 6,896 shares; 2026Q1: 17,543 shares; 2026Q2: 17,934 shares 17,934 $828K 0.33% +391 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 1,421 shares; 2025Q1: 1,625 shares; 2025Q2: 2,083 shares; 2025Q3: 2,054 shares; 2025Q4: 1,984 shares; 2026Q1: 1,934 shares; 2026Q2: 1,541 shares 1,541 $805K 0.32% -393 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,170 shares; 2026Q2: 14,928 shares 14,928 $766K 0.3% +4,758 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,694 shares; 2025Q1: 1,542 shares; 2025Q2: 2,414 shares; 2025Q3: 2,208 shares; 2025Q4: 2,181 shares; 2026Q1: 2,904 shares; 2026Q2: 3,441 shares 3,441 $755K 0.3% +537 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,290 shares; 2025Q1: 2,339 shares; 2025Q2: 2,315 shares; 2025Q3: 2,167 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares; 2026Q2: 2,074 shares 2,074 $711K 0.28% -4 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 505 shares; 2025Q3: 488 shares; 2025Q4: 820 shares; 2026Q1: 1,043 shares; 2026Q2: 957 shares 957 $658K 0.26% -86 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,339 shares; 2025Q1: 2,585 shares; 2025Q2: 2,151 shares; 2025Q3: 1,128 shares; 2025Q4: 422 shares; 2026Q1: 917 shares; 2026Q2: 1,241 shares 1,241 $639K 0.25% +324 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,041 shares; 2026Q1: 8,525 shares; 2026Q2: 8,689 shares 8,689 $638K 0.25% +164 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 1,407 shares; 2025Q1: 1,927 shares; 2025Q2: 1,881 shares; 2025Q3: 1,860 shares; 2025Q4: 1,862 shares; 2026Q1: 1,864 shares; 2026Q2: 1,866 shares 1,866 $611K 0.24% +2 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,122 shares; 2024Q4: 15,122 shares; 2025Q1: 15,122 shares; 2025Q2: 15,122 shares; 2025Q3: 14,864 shares; 2025Q4: 13,761 shares; 2026Q1: 13,761 shares; 2026Q2: 13,761 shares 13,761 $602K 0.24% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 514 shares; 2026Q1: 533 shares; 2026Q2: 549 shares 549 $585K 0.23% +16 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares; 2026Q2: 4,724 shares 4,724 $574K 0.23% +2,714 Timeline RECS 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; 2024Q3: not reported; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 22,200 shares; 2025Q4: 22,200 shares; 2026Q1: 20,700 shares; 2026Q2: 13,150 shares 13,150 $569K 0.22% -7,550 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,685 shares; 2024Q4: 8,685 shares; 2025Q1: 8,685 shares; 2025Q2: 8,545 shares; 2025Q3: 7,605 shares; 2025Q4: 7,394 shares; 2026Q1: 7,360 shares; 2026Q2: 7,360 shares 7,360 $568K 0.22% 0 Timeline QQQE 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; 2024Q3: 17,032 shares; 2024Q4: 9,948 shares; 2025Q1: 8,461 shares; 2025Q2: 7,729 shares; 2025Q3: 6,848 shares; 2025Q4: 5,228 shares; 2026Q1: 4,847 shares; 2026Q2: 4,542 shares 4,542 $554K 0.22% -305 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 4,035 shares; 2025Q1: 26,852 shares; 2025Q2: 6,482 shares; 2025Q3: 6,449 shares; 2025Q4: 5,560 shares; 2026Q1: 5,597 shares; 2026Q2: 6,041 shares 6,041 $554K 0.22% +444 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,549 shares; 2025Q1: 2,678 shares; 2025Q2: 2,748 shares; 2025Q3: 2,648 shares; 2025Q4: 2,661 shares; 2026Q1: 2,826 shares; 2026Q2: 3,052 shares 3,052 $552K 0.22% +226 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,164 shares; 2024Q4: 9,151 shares; 2025Q1: 9,472 shares; 2025Q2: 9,301 shares; 2025Q3: 9,423 shares; 2025Q4: 7,486 shares; 2026Q1: 7,586 shares; 2026Q2: 7,586 shares 7,586 $547K 0.22% 0 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,933 shares; 2024Q4: 25,460 shares; 2025Q1: 22,137 shares; 2025Q2: 21,364 shares; 2025Q3: 19,878 shares; 2025Q4: 16,112 shares; 2026Q1: 15,116 shares; 2026Q2: 14,802 shares 14,802 $541K 0.21% -314 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,465 shares; 2024Q4: 11,199 shares; 2025Q1: 11,515 shares; 2025Q2: 8,577 shares; 2025Q3: 8,056 shares; 2025Q4: 8,145 shares; 2026Q1: 8,391 shares; 2026Q2: 10,419 shares 10,419 $528K 0.21% +2,028 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 495 shares; 2025Q2: 496 shares; 2025Q3: 499 shares; 2025Q4: 501 shares; 2026Q1: 506 shares; 2026Q2: 505 shares 505 $511K 0.2% -1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 880 shares; 2025Q1: 931 shares; 2025Q2: 1,181 shares; 2025Q3: 989 shares; 2025Q4: 1,012 shares; 2026Q1: 1,020 shares; 2026Q2: 996 shares 996 $498K 0.2% -24 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $492K 0.19% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,703 shares; 2026Q2: 5,254 shares 5,254 $477K 0.19% +1,551 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: 5,535 shares; 2025Q1: 5,112 shares; 2025Q2: 5,073 shares; 2025Q3: 5,317 shares; 2025Q4: 5,239 shares; 2026Q1: 5,494 shares; 2026Q2: 5,516 shares 5,516 $456K 0.18% +22 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341 shares; 2024Q4: 815 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 751 shares; 2025Q4: 887 shares; 2026Q1: 1,280 shares; 2026Q2: 1,231 shares 1,231 $455K 0.18% -49 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 12,494 shares; 2025Q1: 12,094 shares; 2025Q2: 11,888 shares; 2025Q3: 10,755 shares; 2025Q4: 8,921 shares; 2026Q1: 9,373 shares; 2026Q2: 8,986 shares 8,986 $454K 0.18% -387 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 814 shares; 2025Q1: 1,067 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,036 shares; 2026Q1: 938 shares; 2026Q2: 5,162 shares 5,162 $445K 0.18% +4,224 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,576 shares; 2024Q4: 15,520 shares; 2025Q1: 16,035 shares; 2025Q2: 14,953 shares; 2025Q3: 14,303 shares; 2025Q4: 12,228 shares; 2026Q1: 11,978 shares; 2026Q2: 11,978 shares 11,978 $443K 0.17% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 1,932 shares; 2025Q2: 1,125 shares; 2025Q3: 775 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 815 shares 815 $435K 0.17% -60 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $426K 0.17% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,846 shares; 2025Q3: 11,657 shares; 2025Q4: 11,499 shares; 2026Q1: 24,073 shares; 2026Q2: 25,137 shares 25,137 $420K 0.17% +1,064 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 11,450 shares; 2025Q1: 10,700 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 9,500 shares; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100 $417K 0.16% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,065 shares; 2026Q1: 24,965 shares; 2026Q2: 11,065 shares 11,065 $413K 0.16% -13,900 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,081 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 2,974 shares; 2025Q3: 2,813 shares; 2025Q4: 2,763 shares; 2026Q1: 2,763 shares; 2026Q2: 2,763 shares 2,763 $410K 0.16% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $400K 0.16% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 409 shares; 2025Q1: 389 shares; 2025Q2: 586 shares; 2025Q3: 589 shares; 2025Q4: 6,218 shares; 2026Q1: 5,654 shares; 2026Q2: 5,590 shares 5,590 $399K 0.16% -64 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,152 shares; 2026Q1: 29,252 shares; 2026Q2: 26,427 shares 26,427 $385K 0.15% -2,825 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares; 2026Q2: 4,400 shares 4,400 $375K 0.15% -500 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,994 shares; 2024Q4: 6,585 shares; 2025Q1: 6,509 shares; 2025Q2: 6,509 shares; 2025Q3: 6,509 shares; 2025Q4: 6,509 shares; 2026Q1: 6,509 shares; 2026Q2: 6,509 shares 6,509 $371K 0.15% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171 shares; 2026Q1: 1,554 shares; 2026Q2: 1,559 shares 1,559 $369K 0.15% +5 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,211 shares; 2025Q1: 3,215 shares; 2025Q2: 2,809 shares; 2025Q3: 2,302 shares; 2025Q4: 2,304 shares; 2026Q1: 2,570 shares; 2026Q2: 2,219 shares 2,219 $363K 0.14% -351 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $355K 0.14% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,600 shares; 2026Q1: 17,000 shares; 2026Q2: 14,425 shares 14,425 $353K 0.14% -2,575 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,139 shares; 2025Q2: 3,127 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 3,095 shares; 2026Q2: 3,064 shares 3,064 $350K 0.14% -31 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares; 2026Q2: 489 shares 489 $349K 0.14% +86 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392 shares 392 $336K 0.13% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares; 2026Q2: 420 shares 420 $335K 0.13% -10 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,103 shares; 2026Q2: 3,103 shares 3,103 $334K 0.13% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,502 shares; 2026Q2: 11,502 shares 11,502 $325K 0.13% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,826 shares; 2024Q4: 102,416 shares; 2025Q1: 102,416 shares; 2025Q2: 102,416 shares; 2025Q3: 100,416 shares; 2025Q4: 100,016 shares; 2026Q1: 77,653 shares; 2026Q2: 62,208 shares 62,208 $323K 0.13% -15,445 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,689 shares; 2025Q1: 3,426 shares; 2025Q2: 26,184 shares; 2025Q3: 26,020 shares; 2025Q4: 3,016 shares; 2026Q1: 2,999 shares; 2026Q2: 3,000 shares 3,000 $323K 0.13% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,680 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $321K 0.13% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,716 shares 6,716 $319K 0.13% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,610 shares; 2026Q2: 3,318 shares 3,318 $314K 0.12% +708 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $304K 0.12% new Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,845 shares; 2026Q1: 13,122 shares; 2026Q2: 23,357 shares 23,357 $298K 0.12% +10,235 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,572 shares; 2024Q4: 9,741 shares; 2025Q1: 9,872 shares; 2025Q2: 9,714 shares; 2025Q3: 3,023 shares; 2025Q4: 6,018 shares; 2026Q1: 6,252 shares; 2026Q2: 5,474 shares 5,474 $291K 0.11% -778 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 2,930 shares; 2025Q2: 3,010 shares; 2025Q3: 1,380 shares; 2025Q4: 2,795 shares; 2026Q1: 4,814 shares; 2026Q2: 2,444 shares 2,444 $285K 0.11% -2,370 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,249 shares; 2026Q2: 1,941 shares 1,941 $284K 0.11% -308 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 828 shares; 2025Q2: 792 shares; 2025Q3: 761 shares; 2025Q4: 756 shares; 2026Q1: 784 shares; 2026Q2: 785 shares 785 $277K 0.11% +1 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,864 shares; 2024Q4: 11,023 shares; 2025Q1: 9,887 shares; 2025Q2: 9,303 shares; 2025Q3: 8,378 shares; 2025Q4: 6,907 shares; 2026Q1: 6,270 shares; 2026Q2: 5,822 shares 5,822 $272K 0.11% -448 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,501 shares; 2024Q4: 10,400 shares; 2025Q1: 23,330 shares; 2025Q2: 23,368 shares; 2025Q3: 20,756 shares; 2025Q4: 20,761 shares; 2026Q1: 20,766 shares; 2026Q2: 18,770 shares 18,770 $261K 0.1% -1,996 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675 $257K 0.1% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,084 shares; 2025Q4: 7,468 shares; 2026Q1: 7,000 shares; 2026Q2: 5,935 shares 5,935 $256K 0.1% -1,065 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: 2,043 shares; 2025Q1: 2,048 shares; 2025Q2: 1,995 shares; 2025Q3: 1,976 shares; 2025Q4: 1,856 shares; 2026Q1: 1,848 shares; 2026Q2: 1,852 shares 1,852 $253K 0.1% +4 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,468 shares; 2026Q2: 2,468 shares 2,468 $252K 0.1% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,775 shares 7,775 $248K 0.1% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,082 shares; 2025Q1: 4,084 shares; 2025Q2: 4,087 shares; 2025Q3: 4,089 shares; 2025Q4: 2,591 shares; 2026Q1: 2,669 shares; 2026Q2: 2,672 shares 2,672 $247K 0.1% +3 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,666 shares 1,666 $246K 0.1% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,376 shares; 2026Q2: 10,356 shares 10,356 $245K 0.1% -20 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $241K 0.1% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,396 shares; 2024Q4: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,346 shares; 2025Q3: 2,762 shares; 2025Q4: 2,382 shares; 2026Q1: 2,611 shares; 2026Q2: 2,428 shares 2,428 $235K 0.09% -183 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,661 shares; 2024Q4: not reported; 2025Q1: 6,336 shares; 2025Q2: 6,026 shares; 2025Q3: 5,813 shares; 2025Q4: 5,827 shares; 2026Q1: 5,789 shares; 2026Q2: 5,483 shares 5,483 $232K 0.09% -306 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,767 shares; 2025Q1: 20,391 shares; 2025Q2: 20,193 shares; 2025Q3: 20,163 shares; 2025Q4: 20,163 shares; 2026Q1: 20,094 shares; 2026Q2: 20,094 shares 20,094 $232K 0.09% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares; 2026Q2: 2,901 shares 2,901 $225K 0.09% -128 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,168 shares 6,168 $223K 0.09% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 245 shares; 2025Q1: 253 shares; 2025Q2: 282 shares; 2025Q3: 256 shares; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $217K 0.09% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares 495 $214K 0.08% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,277 shares 7,277 $214K 0.08% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,465 shares; 2026Q1: 16,401 shares; 2026Q2: 11,151 shares 11,151 $213K 0.08% -5,250 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,605 shares; 2025Q1: 30,500 shares; 2025Q2: 28,905 shares; 2025Q3: 28,905 shares; 2025Q4: 26,845 shares; 2026Q1: 20,104 shares; 2026Q2: 6,932 shares 6,932 $203K 0.08% -13,172 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $202K 0.08% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $201K 0.08% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,492 shares; 2024Q4: 122,636 shares; 2025Q1: 115,040 shares; 2025Q2: 114,721 shares; 2025Q3: 131,350 shares; 2025Q4: 136,185 shares; 2026Q1: 81,600 shares; 2026Q2: 14,500 shares 14,500 $53.9K 0.02% -67,100 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,420 shares; 2024Q4: 261,997 shares; 2025Q1: 143,750 shares; 2025Q2: 243,750 shares; 2025Q3: 177,550 shares; 2025Q4: 95,450 shares; 2026Q1: 16,250 shares; 2026Q2: 15,733 shares 15,733 $32.9K 0.01% -517 Timeline