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: 65,974 shares; 2024Q4: 66,572 shares; 2025Q1: 67,281 shares; 2025Q2: 78,621 shares; 2025Q3: 78,963 shares; 2025Q4: 79,504 shares; 2026Q1: 79,310 shares; 2026Q2: 77,683 shares 77,683 $57.2M 16.35% -1,627 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: 52,485 shares; 2024Q4: 52,583 shares; 2025Q1: 52,733 shares; 2025Q2: 64,277 shares; 2025Q3: 63,848 shares; 2025Q4: 63,419 shares; 2026Q1: 63,175 shares; 2026Q2: 61,678 shares 61,678 $42.4M 12.1% -1,497 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: 96,725 shares; 2024Q4: 96,406 shares; 2025Q1: 94,223 shares; 2025Q2: 92,733 shares; 2025Q3: 92,157 shares; 2025Q4: 92,974 shares; 2026Q1: 93,074 shares; 2026Q2: 90,637 shares 90,637 $21.6M 6.17% -2,437 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,943 shares; 2024Q4: 500,274 shares; 2025Q1: 506,460 shares; 2025Q2: 510,654 shares; 2025Q3: 501,271 shares; 2025Q4: 553,454 shares; 2026Q1: 555,190 shares; 2026Q2: 616,514 shares 616,514 $20.5M 5.86% +61,324 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: 81,839 shares; 2024Q4: 81,851 shares; 2025Q1: 81,851 shares; 2025Q2: 81,858 shares; 2025Q3: 81,863 shares; 2025Q4: 83,398 shares; 2026Q1: 83,835 shares; 2026Q2: 82,812 shares 82,812 $16.6M 4.73% -1,023 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: 40,186 shares; 2024Q4: 40,119 shares; 2025Q1: 40,140 shares; 2025Q2: 40,175 shares; 2025Q3: 40,137 shares; 2025Q4: 40,003 shares; 2026Q1: 39,099 shares; 2026Q2: 38,653 shares 38,653 $13.8M 3.95% -446 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: 26,113 shares; 2024Q4: 25,956 shares; 2025Q1: 25,702 shares; 2025Q2: 24,765 shares; 2025Q3: 24,545 shares; 2025Q4: 24,832 shares; 2026Q1: 24,834 shares; 2026Q2: 24,264 shares 24,264 $13.7M 3.91% -570 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,970 shares; 2024Q4: 19,001 shares; 2025Q1: 18,981 shares; 2025Q2: 18,835 shares; 2025Q3: 18,608 shares; 2025Q4: 18,577 shares; 2026Q1: 18,467 shares; 2026Q2: 17,693 shares 17,693 $13.2M 3.78% -774 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: 37,774 shares; 2024Q4: 37,681 shares; 2025Q1: 37,527 shares; 2025Q2: 37,475 shares; 2025Q3: 37,323 shares; 2025Q4: 37,125 shares; 2026Q1: 37,269 shares; 2026Q2: 36,817 shares 36,817 $13M 3.72% -452 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: 31,471 shares; 2024Q4: 31,423 shares; 2025Q1: 31,393 shares; 2025Q2: 31,328 shares; 2025Q3: 31,328 shares; 2025Q4: 31,176 shares; 2026Q1: 31,269 shares; 2026Q2: 31,000 shares 31,000 $11.6M 3.3% -269 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: 43,023 shares; 2024Q4: 41,591 shares; 2025Q1: 41,273 shares; 2025Q2: 41,080 shares; 2025Q3: 41,117 shares; 2025Q4: 40,400 shares; 2026Q1: 40,475 shares; 2026Q2: 39,807 shares 39,807 $11.5M 3.29% -668 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,443 shares; 2024Q4: 24,443 shares; 2025Q1: 23,397 shares; 2025Q2: 23,364 shares; 2025Q3: 23,379 shares; 2025Q4: 23,379 shares; 2026Q1: 23,379 shares; 2026Q2: 23,356 shares 23,356 $8.6M 2.46% -23 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 6,047 shares; 2025Q1: 6,057 shares; 2025Q2: 6,068 shares; 2025Q3: 5,948 shares; 2025Q4: 6,049 shares; 2026Q1: 6,059 shares; 2026Q2: 6,027 shares 6,027 $7.23M 2.07% -32 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: 53,556 shares; 2024Q4: 53,553 shares; 2025Q1: 53,329 shares; 2025Q2: 50,788 shares; 2025Q3: 46,542 shares; 2025Q4: 42,546 shares; 2026Q1: 41,218 shares; 2026Q2: 36,363 shares 36,363 $5.75M 1.64% -4,855 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,620 shares; 2024Q4: 15,240 shares; 2025Q1: 14,940 shares; 2025Q2: 14,940 shares; 2025Q3: 14,940 shares; 2025Q4: 14,940 shares; 2026Q1: 14,940 shares; 2026Q2: 14,940 shares 14,940 $5.09M 1.46% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,451 shares; 2024Q4: 15,478 shares; 2025Q1: 15,251 shares; 2025Q2: 14,991 shares; 2025Q3: 14,925 shares; 2025Q4: 15,478 shares; 2026Q1: 15,440 shares; 2026Q2: 13,012 shares 13,012 $4.46M 1.28% -2,428 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,671 shares; 2024Q4: 16,715 shares; 2025Q1: 16,855 shares; 2025Q2: 17,002 shares; 2025Q3: 17,074 shares; 2025Q4: 17,193 shares; 2026Q1: 17,314 shares; 2026Q2: 17,280 shares 17,280 $4.35M 1.24% -34 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,729 shares; 2024Q4: 47,156 shares; 2025Q1: 47,653 shares; 2025Q2: 48,224 shares; 2025Q3: 45,633 shares; 2025Q4: 46,313 shares; 2026Q1: 46,893 shares; 2026Q2: 47,456 shares 47,456 $4.13M 1.18% +563 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: 25,730 shares; 2024Q4: 25,629 shares; 2025Q1: 25,150 shares; 2025Q2: 22,636 shares; 2025Q3: 21,087 shares; 2025Q4: 19,813 shares; 2026Q1: 18,788 shares; 2026Q2: 17,350 shares 17,350 $4.11M 1.17% -1,438 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,083 shares; 2024Q4: 68,608 shares; 2025Q1: 67,658 shares; 2025Q2: 33,691 shares; 2025Q3: 33,380 shares; 2025Q4: 32,849 shares; 2026Q1: 32,013 shares; 2026Q2: 29,757 shares 29,757 $4.07M 1.16% -2,256 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 9,939 shares; 2025Q1: 9,884 shares; 2025Q2: 9,499 shares; 2025Q3: 9,275 shares; 2025Q4: 9,018 shares; 2026Q1: 8,824 shares; 2026Q2: 7,435 shares 7,435 $3.73M 1.07% -1,389 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,089 shares; 2024Q4: 7,116 shares; 2025Q1: 7,143 shares; 2025Q2: 7,111 shares; 2025Q3: 7,137 shares; 2025Q4: 7,063 shares; 2026Q1: 7,083 shares; 2026Q2: 7,084 shares 7,084 $3.61M 1.03% +1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 3,737 shares; 2025Q1: 3,741 shares; 2025Q2: 3,745 shares; 2025Q3: 3,749 shares; 2025Q4: 3,629 shares; 2026Q1: 3,597 shares; 2026Q2: 3,549 shares 3,549 $3.32M 0.95% -48 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,992 shares; 2025Q1: 18,992 shares; 2025Q2: 18,992 shares; 2025Q3: 18,992 shares; 2025Q4: 18,992 shares; 2026Q1: 18,992 shares; 2026Q2: 18,991 shares 18,991 $3.23M 0.92% -1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,446 shares; 2024Q4: 9,443 shares; 2025Q1: 9,140 shares; 2025Q2: 8,807 shares; 2025Q3: 8,831 shares; 2025Q4: 8,867 shares; 2026Q1: 8,857 shares; 2026Q2: 8,583 shares 8,583 $3.11M 0.89% -274 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,090 shares; 2024Q4: 38,163 shares; 2025Q1: 36,909 shares; 2025Q2: 36,981 shares; 2025Q3: 36,116 shares; 2025Q4: 36,180 shares; 2026Q1: 36,247 shares; 2026Q2: 41,181 shares 41,181 $2.52M 0.72% +4,934 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,109 shares; 2025Q4: 73,088 shares; 2026Q1: 77,508 shares; 2026Q2: 90,549 shares 90,549 $2.5M 0.72% +13,041 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,503 shares; 2024Q4: 20,340 shares; 2025Q1: 19,789 shares; 2025Q2: 18,335 shares; 2025Q3: 18,118 shares; 2025Q4: 18,039 shares; 2026Q1: 17,561 shares; 2026Q2: 16,382 shares 16,382 $2.42M 0.69% -1,179 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 4,022 shares; 2025Q4: 4,100 shares; 2026Q1: 4,162 shares; 2026Q2: 4,442 shares 4,442 $1.87M 0.53% +280 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 6,241 shares; 2025Q1: 6,213 shares; 2025Q2: 6,233 shares; 2025Q3: 6,269 shares; 2025Q4: 6,306 shares; 2026Q1: 6,341 shares; 2026Q2: 6,148 shares 6,148 $1.66M 0.47% -193 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,382 shares; 2024Q4: 5,408 shares; 2025Q1: 4,974 shares; 2025Q2: 4,980 shares; 2025Q3: 5,001 shares; 2025Q4: 5,024 shares; 2026Q1: 5,041 shares; 2026Q2: 5,064 shares 5,064 $1.66M 0.47% +23 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 140,712 shares; 2025Q4: 64,462 shares; 2026Q1: 65,208 shares; 2026Q2: 129,699 shares 129,699 $1.54M 0.44% +64,491 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,925 shares; 2024Q4: 17,783 shares; 2025Q1: 17,696 shares; 2025Q2: 17,159 shares; 2025Q3: 17,233 shares; 2025Q4: 17,106 shares; 2026Q1: 16,439 shares; 2026Q2: 15,477 shares 15,477 $1.4M 0.4% -962 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,932 shares; 2024Q4: 6,973 shares; 2025Q1: 6,393 shares; 2025Q2: 6,241 shares; 2025Q3: 6,183 shares; 2025Q4: 8,172 shares; 2026Q1: 8,208 shares; 2026Q2: 5,158 shares 5,158 $1.31M 0.37% -3,050 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 4,766 shares; 2025Q1: 4,665 shares; 2025Q2: 4,690 shares; 2025Q3: 4,697 shares; 2025Q4: 4,723 shares; 2026Q1: 4,748 shares; 2026Q2: 4,770 shares 4,770 $1.3M 0.37% +22 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,870 shares; 2024Q4: 4,828 shares; 2025Q1: 4,836 shares; 2025Q2: 4,835 shares; 2025Q3: 4,793 shares; 2025Q4: 4,802 shares; 2026Q1: 4,786 shares; 2026Q2: 3,725 shares 3,725 $1.17M 0.34% -1,061 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,126 shares; 2024Q4: 21,590 shares; 2025Q1: 21,631 shares; 2025Q2: 21,088 shares; 2025Q3: 21,213 shares; 2025Q4: 21,493 shares; 2026Q1: 21,733 shares; 2026Q2: 19,816 shares 19,816 $1.14M 0.33% -1,917 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: 3,143 shares; 2024Q4: 3,026 shares; 2025Q1: 3,031 shares; 2025Q2: 2,973 shares; 2025Q3: 2,977 shares; 2025Q4: 5,961 shares; 2026Q1: 5,969 shares; 2026Q2: 5,976 shares 5,976 $1.14M 0.33% +7 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,750 shares; 2024Q4: 33,750 shares; 2025Q1: 33,450 shares; 2025Q2: 32,600 shares; 2025Q3: 32,600 shares; 2025Q4: 32,600 shares; 2026Q1: 32,600 shares; 2026Q2: 32,600 shares 32,600 $1.11M 0.32% 0 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 15,220 shares; 2026Q1: 15,220 shares; 2026Q2: 14,470 shares 14,470 $1.03M 0.3% -750 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,253 shares; 2025Q3: 11,828 shares; 2025Q4: 11,679 shares; 2026Q1: 10,809 shares; 2026Q2: 15,055 shares 15,055 $968K 0.28% +4,246 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: 2,522 shares; 2024Q4: 2,528 shares; 2025Q1: 2,537 shares; 2025Q2: 2,543 shares; 2025Q3: 2,547 shares; 2025Q4: 2,552 shares; 2026Q1: 2,557 shares; 2026Q2: 2,562 shares 2,562 $968K 0.28% +5 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; 2024Q3: 13,444 shares; 2024Q4: 12,850 shares; 2025Q1: 12,671 shares; 2025Q2: 11,001 shares; 2025Q3: 11,031 shares; 2025Q4: 10,952 shares; 2026Q1: 10,875 shares; 2026Q2: 9,750 shares 9,750 $945K 0.27% -1,125 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: 6,730 shares; 2024Q4: 6,737 shares; 2025Q1: 6,743 shares; 2025Q2: 6,748 shares; 2025Q3: 6,754 shares; 2025Q4: 6,760 shares; 2026Q1: 6,764 shares; 2026Q2: 6,769 shares 6,769 $931K 0.27% +5 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,330 shares; 2024Q4: 5,037 shares; 2025Q1: 5,078 shares; 2025Q2: 5,118 shares; 2025Q3: 5,156 shares; 2025Q4: 5,195 shares; 2026Q1: 5,230 shares; 2026Q2: 5,271 shares 5,271 $925K 0.26% +41 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,840 shares; 2025Q1: 1,841 shares; 2025Q2: 1,842 shares; 2025Q3: 1,844 shares; 2025Q4: 1,845 shares; 2026Q1: 1,846 shares; 2026Q2: 7,397 shares 7,397 $919K 0.26% +5,551 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,682 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares; 2026Q2: 1,650 shares 1,650 $869K 0.25% -73 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 3,714 shares; 2025Q1: 3,724 shares; 2025Q2: 3,518 shares; 2025Q3: 3,524 shares; 2025Q4: 7,061 shares; 2026Q1: 7,072 shares; 2026Q2: 7,086 shares 7,086 $831K 0.24% +14 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; 2024Q3: 1,784 shares; 2024Q4: 1,784 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,575 shares 1,575 $782K 0.22% -57 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: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $758K 0.22% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,627 shares; 2024Q4: 35,336 shares; 2025Q1: 35,622 shares; 2025Q2: 34,749 shares; 2025Q3: 32,191 shares; 2025Q4: 31,863 shares; 2026Q1: 32,209 shares; 2026Q2: 30,605 shares 30,605 $751K 0.21% -1,604 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,507 shares; 2024Q4: 14,418 shares; 2025Q1: 14,460 shares; 2025Q2: 13,164 shares; 2025Q3: 12,645 shares; 2025Q4: 11,862 shares; 2026Q1: 11,388 shares; 2026Q2: 10,825 shares 10,825 $734K 0.21% -563 Timeline PRFZ 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: 19,774 shares; 2024Q4: 16,316 shares; 2025Q1: 16,335 shares; 2025Q2: 15,349 shares; 2025Q3: 14,684 shares; 2025Q4: 14,279 shares; 2026Q1: 13,633 shares; 2026Q2: 12,910 shares 12,910 $720K 0.21% -723 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,992 shares; 2025Q1: 3,001 shares; 2025Q2: 2,879 shares; 2025Q3: 2,888 shares; 2025Q4: 2,899 shares; 2026Q1: 2,907 shares; 2026Q2: 2,914 shares 2,914 $706K 0.2% +7 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: 3,426 shares; 2025Q1: 3,718 shares; 2025Q2: 3,800 shares; 2025Q3: 5,117 shares; 2025Q4: 4,678 shares; 2026Q1: 4,736 shares; 2026Q2: 7,998 shares 7,998 $695K 0.2% +3,262 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: 3,041 shares; 2024Q4: 3,053 shares; 2025Q1: 3,062 shares; 2025Q2: 2,928 shares; 2025Q3: 2,938 shares; 2025Q4: 2,948 shares; 2026Q1: 2,956 shares; 2026Q2: 2,965 shares 2,965 $673K 0.19% +9 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,980 shares; 2024Q4: 8,609 shares; 2025Q1: 7,978 shares; 2025Q2: 7,902 shares; 2025Q3: 7,749 shares; 2025Q4: 7,819 shares; 2026Q1: 7,823 shares; 2026Q2: 7,840 shares 7,840 $670K 0.19% +17 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,186 shares; 2024Q4: 11,266 shares; 2025Q1: 11,299 shares; 2025Q2: 10,676 shares; 2025Q3: 10,239 shares; 2025Q4: 9,270 shares; 2026Q1: 8,873 shares; 2026Q2: 8,366 shares 8,366 $634K 0.18% -507 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: 614 shares; 2024Q4: 616 shares; 2025Q1: 629 shares; 2025Q2: 631 shares; 2025Q3: 633 shares; 2025Q4: 634 shares; 2026Q1: 619 shares; 2026Q2: 621 shares 621 $628K 0.18% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,303 shares; 2024Q4: 8,556 shares; 2025Q1: 8,607 shares; 2025Q2: 7,857 shares; 2025Q3: 7,242 shares; 2025Q4: 7,276 shares; 2026Q1: 7,156 shares; 2026Q2: 7,189 shares 7,189 $548K 0.16% +33 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,469 shares; 2024Q4: 5,474 shares; 2025Q1: 3,673 shares; 2025Q2: 3,617 shares; 2025Q3: 3,590 shares; 2025Q4: 3,596 shares; 2026Q1: 3,585 shares; 2026Q2: 3,289 shares 3,289 $515K 0.15% -296 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $501K 0.14% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $492K 0.14% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,319 shares; 2025Q1: 2,020 shares; 2025Q2: 2,026 shares; 2025Q3: 2,021 shares; 2025Q4: 1,900 shares; 2026Q1: 2,385 shares; 2026Q2: 2,387 shares 2,387 $442K 0.13% +2 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,897 shares; 2025Q1: 1,905 shares; 2025Q2: 1,914 shares; 2025Q3: 1,923 shares; 2025Q4: 1,932 shares; 2026Q1: 1,941 shares; 2026Q2: 1,949 shares 1,949 $427K 0.12% +8 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,111 shares; 2025Q1: 1,117 shares; 2025Q2: 1,124 shares; 2025Q3: 1,130 shares; 2025Q4: 1,262 shares; 2026Q1: 1,269 shares; 2026Q2: 1,152 shares 1,152 $406K 0.12% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $390K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,941 shares; 2024Q4: 14,043 shares; 2025Q1: 14,133 shares; 2025Q2: 13,798 shares; 2025Q3: 3,273 shares; 2025Q4: 2,872 shares; 2026Q1: 2,849 shares; 2026Q2: 2,878 shares 2,878 $390K 0.11% +29 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,155 shares; 2024Q4: 3,165 shares; 2025Q1: 3,173 shares; 2025Q2: 3,180 shares; 2025Q3: 3,188 shares; 2025Q4: 3,197 shares; 2026Q1: 3,205 shares; 2026Q2: 2,696 shares 2,696 $384K 0.11% -509 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,343 shares; 2024Q4: 6,548 shares; 2025Q1: 6,728 shares; 2025Q2: 6,104 shares; 2025Q3: 6,043 shares; 2025Q4: 5,885 shares; 2026Q1: 5,062 shares; 2026Q2: 3,816 shares 3,816 $367K 0.1% -1,246 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,877 shares; 2025Q1: 1,884 shares; 2025Q2: 1,890 shares; 2025Q3: 1,896 shares; 2025Q4: 1,902 shares; 2026Q1: 1,906 shares; 2026Q2: 1,912 shares 1,912 $363K 0.1% +6 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,191 shares 1,191 $361K 0.1% +16 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 4,491 shares; 2025Q1: 4,515 shares; 2025Q2: 4,405 shares; 2025Q3: 4,429 shares; 2025Q4: 4,453 shares; 2026Q1: 4,477 shares; 2026Q2: 4,503 shares 4,503 $344K 0.1% +26 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 4,572 shares; 2025Q1: 4,618 shares; 2025Q2: 4,620 shares; 2025Q3: 4,662 shares; 2025Q4: 4,705 shares; 2026Q1: 4,750 shares; 2026Q2: 4,475 shares 4,475 $323K 0.09% -275 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 4,664 shares; 2025Q1: 4,487 shares; 2025Q2: 4,487 shares; 2025Q3: 4,477 shares; 2025Q4: 4,477 shares; 2026Q1: 4,078 shares; 2026Q2: 3,954 shares 3,954 $320K 0.09% -124 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,591 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,594 shares; 2025Q4: 1,595 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $304K 0.09% 0 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: 575 shares; 2024Q4: 576 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 578 shares; 2026Q1: 579 shares; 2026Q2: 3,477 shares 3,477 $300K 0.09% +2,898 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,967 shares; 2024Q4: 17,861 shares; 2025Q1: 17,975 shares; 2025Q2: 16,480 shares; 2025Q3: 4,911 shares; 2025Q4: 4,284 shares; 2026Q1: 3,656 shares; 2026Q2: 3,679 shares 3,679 $299K 0.09% +23 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: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $294K 0.08% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,364 shares; 2025Q1: 2,374 shares; 2025Q2: 2,169 shares; 2025Q3: 2,178 shares; 2025Q4: 2,025 shares; 2026Q1: 2,033 shares; 2026Q2: 1,823 shares 1,823 $291K 0.08% -210 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,384 shares; 2024Q4: 141,961 shares; 2025Q1: 141,961 shares; 2025Q2: 7,481 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares; 2026Q1: 6,084 shares; 2026Q2: 4,684 shares 4,684 $291K 0.08% -1,400 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,640 shares 1,640 $280K 0.08% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,486 shares; 2024Q4: 5,521 shares; 2025Q1: 5,554 shares; 2025Q2: 5,585 shares; 2025Q3: 5,616 shares; 2025Q4: 5,655 shares; 2026Q1: 5,686 shares; 2026Q2: 5,720 shares 5,720 $276K 0.08% +34 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,261 shares; 2025Q1: 2,271 shares; 2025Q2: 2,282 shares; 2025Q3: 2,105 shares; 2025Q4: 2,117 shares; 2026Q1: 1,851 shares; 2026Q2: 1,863 shares 1,863 $273K 0.08% +12 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,319 shares; 2025Q4: 2,334 shares; 2026Q1: 2,349 shares; 2026Q2: 2,362 shares 2,362 $271K 0.08% +13 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,841 shares; 2024Q4: 10,115 shares; 2025Q1: 9,701 shares; 2025Q2: 9,701 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 8,685 shares; 2026Q2: 8,460 shares 8,460 $271K 0.08% -225 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,409 shares; 2026Q2: 1,417 shares 1,417 $255K 0.07% +8 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,005 shares; 2025Q1: 17,005 shares; 2025Q2: 17,005 shares; 2025Q3: 17,005 shares; 2025Q4: 17,005 shares; 2026Q1: 17,005 shares; 2026Q2: 17,005 shares 17,005 $243K 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $222K 0.06% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,209 shares; 2025Q1: 2,229 shares; 2025Q2: 1,868 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,395 shares; 2026Q2: 1,406 shares 1,406 $214K 0.06% +11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,782 shares 1,782 $209K 0.06% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,866 shares; 2024Q4: 3,859 shares; 2025Q1: 3,341 shares; 2025Q2: 2,328 shares; 2025Q3: 2,319 shares; 2025Q4: 1,435 shares; 2026Q1: 1,440 shares; 2026Q2: 1,316 shares 1,316 $209K 0.06% -124 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $206K 0.06% new Timeline