AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179,888 shares; 2025Q1: 183,122 shares; 2025Q2: 183,122 shares; 2025Q3: 228,156 shares; 2025Q4: 231,670 shares; 2026Q1: 212,176 shares; 2026Q2: 221,209 shares 221,209 $7.67M 7.52% +9,033 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,734 shares; 2025Q1: 25,757 shares; 2025Q2: 25,757 shares; 2025Q3: 26,988 shares; 2025Q4: 26,568 shares; 2026Q1: 26,612 shares; 2026Q2: 24,584 shares 24,584 $7.11M 6.97% -2,028 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 289,199 shares; 2025Q1: 306,801 shares; 2025Q2: 304,637 shares; 2025Q3: 494,197 shares; 2025Q4: 563,002 shares; 2026Q1: 800,842 shares; 2026Q2: 892,491 shares 892,491 $6.6M 6.47% +91,649 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,389 shares; 2025Q1: 147,389 shares; 2025Q2: 147,389 shares; 2025Q3: 139,441 shares; 2025Q4: 138,895 shares; 2026Q1: 194,936 shares; 2026Q2: 216,965 shares 216,965 $4.78M 4.69% +22,029 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,735 shares; 2025Q1: 33,054 shares; 2025Q2: 33,054 shares; 2025Q3: 63,207 shares; 2025Q4: 92,538 shares; 2026Q1: 88,639 shares; 2026Q2: 96,144 shares 96,144 $4.7M 4.61% +7,505 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,504 shares; 2025Q1: 8,404 shares; 2025Q2: 8,404 shares; 2025Q3: 7,017 shares; 2025Q4: 6,820 shares; 2026Q1: 6,760 shares; 2026Q2: 6,658 shares 6,658 $3.33M 3.27% -102 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,440 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares; 2025Q3: 11,827 shares; 2025Q4: 11,737 shares; 2026Q1: 11,898 shares; 2026Q2: 12,682 shares 12,682 $2.88M 2.82% +784 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: not loaded; 2024Q4: 3,017 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,948 shares; 2025Q4: 2,811 shares; 2026Q1: 2,707 shares; 2026Q2: 2,135 shares 2,135 $2.56M 2.51% -572 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,586 shares; 2025Q1: 14,871 shares; 2025Q2: 14,871 shares; 2025Q3: 16,216 shares; 2025Q4: 16,189 shares; 2026Q1: 16,551 shares; 2026Q2: 17,325 shares 17,325 $2.38M 2.34% +774 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: not loaded; 2024Q4: 9,567 shares; 2025Q1: 9,814 shares; 2025Q2: 9,614 shares; 2025Q3: 10,169 shares; 2025Q4: 9,852 shares; 2026Q1: 9,502 shares; 2026Q2: 9,478 shares 9,478 $1.9M 1.86% -24 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: not loaded; 2024Q4: 5,582 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares; 2025Q3: 5,004 shares; 2025Q4: 4,941 shares; 2026Q1: 4,997 shares; 2026Q2: 4,951 shares 4,951 $1.85M 1.81% -46 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: not loaded; 2024Q4: 7,341 shares; 2025Q1: 7,551 shares; 2025Q2: 7,551 shares; 2025Q3: 7,916 shares; 2025Q4: 7,875 shares; 2026Q1: 7,715 shares; 2026Q2: 7,605 shares 7,605 $1.81M 1.78% -110 Timeline VDE 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 loaded; 2024Q4: 12,717 shares; 2025Q1: 12,567 shares; 2025Q2: 12,567 shares; 2025Q3: 11,134 shares; 2025Q4: 11,055 shares; 2026Q1: 11,011 shares; 2026Q2: 11,012 shares 11,012 $1.65M 1.62% +1 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,595 shares; 2025Q1: 15,356 shares; 2025Q2: 15,255 shares; 2025Q3: 23,312 shares; 2025Q4: 33,773 shares; 2026Q1: 31,750 shares; 2026Q2: 32,468 shares 32,468 $1.59M 1.56% +718 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,224 shares; 2025Q1: 81,488 shares; 2025Q2: 81,488 shares; 2025Q3: 78,973 shares; 2025Q4: 78,499 shares; 2026Q1: 76,927 shares; 2026Q2: 75,973 shares 75,973 $1.57M 1.54% -954 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,538 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,188 shares; 2025Q4: 2,192 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares 2,189 $1.5M 1.47% 0 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: not loaded; 2024Q4: 1,953 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,893 shares; 2025Q4: 1,895 shares; 2026Q1: 1,854 shares; 2026Q2: 1,883 shares 1,883 $1.39M 1.36% +29 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; 2024Q3: not loaded; 2024Q4: 33,169 shares; 2025Q1: 33,265 shares; 2025Q2: 33,265 shares; 2025Q3: 32,190 shares; 2025Q4: 31,925 shares; 2026Q1: 31,925 shares; 2026Q2: 31,825 shares 31,825 $1.38M 1.36% -100 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,174 shares; 2025Q1: 26,174 shares; 2025Q2: 26,174 shares; 2025Q3: 26,508 shares; 2025Q4: 26,508 shares; 2026Q1: 26,508 shares; 2026Q2: 26,358 shares 26,358 $1.14M 1.11% -150 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,844 shares; 2025Q1: 59,262 shares; 2025Q2: 59,262 shares; 2025Q3: 57,874 shares; 2025Q4: 56,902 shares; 2026Q1: 53,139 shares; 2026Q2: 50,093 shares 50,093 $1.13M 1.11% -3,046 Timeline SCHV 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 loaded; 2024Q4: 33,415 shares; 2025Q1: 33,415 shares; 2025Q2: 33,415 shares; 2025Q3: 32,685 shares; 2025Q4: 31,883 shares; 2026Q1: 31,742 shares; 2026Q2: 31,412 shares 31,412 $1.09M 1.07% -330 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,507 shares; 2025Q1: 14,869 shares; 2025Q2: 14,869 shares; 2025Q3: 14,246 shares; 2025Q4: 14,231 shares; 2026Q1: 14,124 shares; 2026Q2: 13,935 shares 13,935 $1.08M 1.06% -189 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: not loaded; 2024Q4: 4,049 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,282 shares; 2025Q4: 3,249 shares; 2026Q1: 3,248 shares; 2026Q2: 3,248 shares 3,248 $1.06M 1.04% 0 Timeline DWX 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: not loaded; 2024Q4: 21,819 shares; 2025Q1: 21,601 shares; 2025Q2: 21,601 shares; 2025Q3: 22,519 shares; 2025Q4: 22,366 shares; 2026Q1: 22,159 shares; 2026Q2: 23,104 shares 23,104 $1.06M 1.04% +945 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 4,060 shares; 2026Q1: 4,058 shares; 2026Q2: 4,029 shares 4,029 $1.03M 1.01% -29 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $1.02M 1% 0 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,389 shares; 2025Q1: 25,621 shares; 2025Q2: 25,621 shares; 2025Q3: 23,868 shares; 2025Q4: 26,805 shares; 2026Q1: 26,677 shares; 2026Q2: 27,667 shares 27,667 $1.01M 0.99% +990 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,411 shares; 2025Q1: 17,745 shares; 2025Q2: 17,511 shares; 2025Q3: 17,801 shares; 2025Q4: 17,583 shares; 2026Q1: 17,493 shares; 2026Q2: 18,653 shares 18,653 $1000K 0.98% +1,160 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: not loaded; 2024Q4: 9,908 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 9,679 shares; 2025Q4: 18,954 shares; 2026Q1: 18,925 shares; 2026Q2: 18,698 shares 18,698 $993K 0.97% -227 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,905 shares; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,029 shares; 2025Q4: 10,031 shares; 2026Q1: 9,996 shares; 2026Q2: 9,931 shares 9,931 $977K 0.96% -65 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,304 shares; 2025Q1: 24,105 shares; 2025Q2: 24,105 shares; 2025Q3: 22,125 shares; 2025Q4: 21,791 shares; 2026Q1: 21,293 shares; 2026Q2: 20,520 shares 20,520 $975K 0.96% -773 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,538 shares; 2025Q1: 5,698 shares; 2025Q2: 5,448 shares; 2025Q3: 6,198 shares; 2025Q4: 6,589 shares; 2026Q1: 7,198 shares; 2026Q2: 7,349 shares 7,349 $936K 0.92% +151 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,255 shares; 2025Q1: 21,180 shares; 2025Q2: 21,180 shares; 2025Q3: 20,630 shares; 2025Q4: 20,560 shares; 2026Q1: 19,004 shares; 2026Q2: 18,830 shares 18,830 $882K 0.86% -174 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: not loaded; 2024Q4: 5,987 shares; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares; 2025Q3: 5,996 shares; 2025Q4: 5,797 shares; 2026Q1: 5,773 shares; 2026Q2: 5,774 shares 5,774 $847K 0.83% +1 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: not loaded; 2024Q4: 10,812 shares; 2025Q1: 10,686 shares; 2025Q2: 10,686 shares; 2025Q3: 10,264 shares; 2025Q4: 9,910 shares; 2026Q1: 9,910 shares; 2026Q2: 9,910 shares 9,910 $805K 0.79% 0 Timeline POWA 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; 2024Q3: not loaded; 2024Q4: 9,330 shares; 2025Q1: 9,376 shares; 2025Q2: 9,376 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 9,043 shares; 2026Q2: 9,043 shares 9,043 $803K 0.79% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,307 shares 3,307 $787K 0.77% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,835 shares; 2025Q1: 15,995 shares; 2025Q2: 15,995 shares; 2025Q3: 14,865 shares; 2025Q4: 14,870 shares; 2026Q1: 14,778 shares; 2026Q2: 14,696 shares 14,696 $772K 0.76% -82 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: not loaded; 2024Q4: 3,306 shares; 2025Q1: 3,214 shares; 2025Q2: 3,200 shares; 2025Q3: 3,208 shares; 2025Q4: 6,339 shares; 2026Q1: 6,237 shares; 2026Q2: 6,372 shares 6,372 $747K 0.73% +135 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 loaded; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 877 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 665 shares 665 $708K 0.69% -187 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,783 shares; 2025Q1: 21,783 shares; 2025Q2: 21,783 shares; 2025Q3: 10,628 shares; 2025Q4: 10,628 shares; 2026Q1: 10,628 shares; 2026Q2: 10,628 shares 10,628 $651K 0.64% 0 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: not loaded; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares; 2026Q1: 4,394 shares; 2026Q2: 4,394 shares 4,394 $649K 0.64% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,940 shares; 2025Q1: 7,183 shares; 2025Q2: 7,183 shares; 2025Q3: 7,079 shares; 2025Q4: 7,059 shares; 2026Q1: 7,078 shares; 2026Q2: 7,460 shares 7,460 $648K 0.64% +382 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,932 shares; 2025Q1: 8,307 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares; 2025Q4: 8,457 shares; 2026Q1: 8,457 shares; 2026Q2: 8,892 shares 8,892 $646K 0.63% +435 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: not loaded; 2024Q4: 7,292 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 5,705 shares; 2025Q4: 5,605 shares; 2026Q1: 5,543 shares; 2026Q2: 5,545 shares 5,545 $628K 0.62% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,761 shares; 2025Q1: 8,561 shares; 2025Q2: 8,561 shares; 2025Q3: 8,635 shares; 2025Q4: 8,669 shares; 2026Q1: 8,709 shares; 2026Q2: 8,676 shares 8,676 $624K 0.61% -33 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,274 shares; 2025Q1: 24,852 shares; 2025Q2: 24,852 shares; 2025Q3: 20,276 shares; 2025Q4: 19,776 shares; 2026Q1: 16,901 shares; 2026Q2: 16,876 shares 16,876 $624K 0.61% -25 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,423 shares; 2025Q4: 2,463 shares; 2026Q1: 2,438 shares; 2026Q2: 2,435 shares 2,435 $608K 0.6% -3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,021 shares; 2025Q4: 3,011 shares; 2026Q1: 2,929 shares; 2026Q2: 2,826 shares 2,826 $591K 0.58% -103 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,787 shares; 2025Q1: 8,716 shares; 2025Q2: 8,716 shares; 2025Q3: 8,716 shares; 2025Q4: 8,690 shares; 2026Q1: 7,040 shares; 2026Q2: 7,040 shares 7,040 $551K 0.54% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,172 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 11,227 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares; 2026Q2: 11,167 shares 11,167 $549K 0.54% -60 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,229 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,026 shares; 2025Q4: 3,026 shares; 2026Q1: 2,994 shares; 2026Q2: 2,994 shares 2,994 $542K 0.53% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,560 shares; 2025Q1: 6,530 shares; 2025Q2: 6,530 shares; 2025Q3: 7,160 shares; 2025Q4: 7,285 shares; 2026Q1: 7,210 shares; 2026Q2: 7,010 shares 7,010 $534K 0.52% -200 Timeline FNDF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,104 shares; 2025Q4: 7,762 shares; 2026Q1: 8,548 shares; 2026Q2: 9,990 shares 9,990 $527K 0.52% +1,442 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares; 2026Q2: 4,710 shares 4,710 $482K 0.47% 0 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: not loaded; 2024Q4: 654 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 637 shares; 2025Q4: 625 shares; 2026Q1: 645 shares; 2026Q2: 642 shares 642 $479K 0.47% -3 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,482 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,220 shares; 2026Q2: 1,913 shares 1,913 $464K 0.45% -307 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,693 shares; 2025Q1: 20,085 shares; 2025Q2: 20,085 shares; 2025Q3: 20,435 shares; 2025Q4: 20,440 shares; 2026Q1: 16,925 shares; 2026Q2: 16,967 shares 16,967 $445K 0.44% +42 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: not loaded; 2024Q4: 2,709 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,300 shares; 2025Q4: 1,381 shares; 2026Q1: 1,208 shares; 2026Q2: 1,165 shares 1,165 $440K 0.43% -43 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,180 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,428 shares; 2025Q4: 2,738 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $436K 0.43% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,200 shares; 2025Q1: 6,012 shares; 2025Q2: 6,012 shares; 2025Q3: 5,539 shares; 2025Q4: 4,989 shares; 2026Q1: 4,549 shares; 2026Q2: 4,549 shares 4,549 $435K 0.43% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $422K 0.41% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,233 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 1,818 shares; 2025Q4: 1,661 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $421K 0.41% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,052 shares; 2026Q2: 1,027 shares 1,027 $421K 0.41% -25 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,925 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares; 2026Q1: 4,384 shares; 2026Q2: 4,384 shares 4,384 $411K 0.4% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,831 shares; 2026Q2: 9,780 shares 9,780 $397K 0.39% -51 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,205 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,004 shares; 2025Q4: 3,054 shares; 2026Q1: 3,079 shares; 2026Q2: 3,079 shares 3,079 $396K 0.39% 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; 2024Q3: not loaded; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,424 shares; 2025Q4: 1,474 shares; 2026Q1: 1,390 shares; 2026Q2: 1,373 shares 1,373 $386K 0.38% -17 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,061 shares; 2025Q1: 13,061 shares; 2025Q2: 13,061 shares; 2025Q3: 16,420 shares; 2025Q4: 12,095 shares; 2026Q1: 12,095 shares; 2026Q2: 12,095 shares 12,095 $384K 0.38% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,169 shares; 2025Q1: 5,281 shares; 2025Q2: 5,281 shares; 2025Q3: 4,417 shares; 2025Q4: 4,417 shares; 2026Q1: 4,417 shares; 2026Q2: 4,417 shares 4,417 $365K 0.36% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,016 shares; 2025Q4: 936 shares; 2026Q1: 975 shares; 2026Q2: 1,172 shares 1,172 $355K 0.35% +197 Timeline VNQ 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 loaded; 2024Q4: 4,802 shares; 2025Q1: 5,019 shares; 2025Q2: 4,516 shares; 2025Q3: 4,381 shares; 2025Q4: 4,288 shares; 2026Q1: 3,888 shares; 2026Q2: 3,501 shares 3,501 $338K 0.33% -387 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 965 shares; 2026Q1: 976 shares; 2026Q2: 886 shares 886 $317K 0.31% -90 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $309K 0.3% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,467 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,467 shares 2,467 $307K 0.3% 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; 2024Q3: not loaded; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $303K 0.3% 0 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: not loaded; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 1,004 shares; 2025Q3: 1,054 shares; 2025Q4: 651 shares; 2026Q1: 861 shares; 2026Q2: 821 shares 821 $303K 0.3% -40 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261 shares 261 $302K 0.3% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $300K 0.29% 0 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: not loaded; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 836 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 814 shares 814 $287K 0.28% +3 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $272K 0.27% 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: not loaded; 2024Q4: 3,065 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,180 shares; 2025Q4: 1,930 shares; 2026Q1: 1,998 shares; 2026Q2: 2,000 shares 2,000 $271K 0.27% +2 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,424 shares; 2026Q2: 4,411 shares 4,411 $266K 0.26% -13 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,865 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 1,847 shares; 2026Q1: 1,793 shares; 2026Q2: 1,793 shares 1,793 $266K 0.26% 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: not loaded; 2024Q4: 756 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 930 shares; 2025Q4: 894 shares; 2026Q1: 799 shares; 2026Q2: 741 shares 741 $254K 0.25% -58 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,546 shares; 2025Q1: 2,413 shares; 2025Q2: 2,413 shares; 2025Q3: 2,330 shares; 2025Q4: 2,097 shares; 2026Q1: 2,096 shares; 2026Q2: 1,994 shares 1,994 $252K 0.25% -102 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $249K 0.24% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552 shares; 2025Q4: 1,554 shares; 2026Q1: 1,555 shares; 2026Q2: 1,428 shares 1,428 $241K 0.24% -127 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 522 shares; 2025Q4: 472 shares; 2026Q1: 473 shares; 2026Q2: 469 shares 469 $241K 0.24% -4 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,278 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,007 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 636 shares 636 $238K 0.23% -345 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 1,061 shares 1,061 $238K 0.23% -27 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: not loaded; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 392 shares; 2025Q4: 387 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $231K 0.23% 0 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; 2024Q3: not loaded; 2024Q4: 528 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $222K 0.22% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,846 shares; 2026Q1: 4,846 shares; 2026Q2: 5,199 shares 5,199 $220K 0.22% +353 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $220K 0.22% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 1,155 shares; 2026Q2: 1,156 shares 1,156 $219K 0.21% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: not reported; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $217K 0.21% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $216K 0.21% new 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; 2024Q3: not loaded; 2024Q4: 8,776 shares; 2025Q1: 8,776 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares; 2025Q4: 8,776 shares; 2026Q1: 8,776 shares; 2026Q2: 8,776 shares 8,776 $213K 0.21% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares; 2026Q2: 3,785 shares 3,785 $213K 0.21% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,346 shares; 2026Q1: 2,246 shares; 2026Q2: 2,181 shares 2,181 $210K 0.21% -65 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,832 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,938 shares 5,938 $205K 0.2% new Timeline EDIV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,084 shares; 2026Q2: 4,990 shares 4,990 $204K 0.2% -94 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,940 shares 5,940 $203K 0.2% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,282 shares; 2025Q1: 11,282 shares; 2025Q2: 11,282 shares; 2025Q3: 11,282 shares; 2025Q4: 11,331 shares; 2026Q1: 11,331 shares; 2026Q2: 11,331 shares 11,331 $203K 0.2% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: not reported; 2026Q2: 597 shares 597 $202K 0.2% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,685 shares; 2025Q1: 11,135 shares; 2025Q2: 11,135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,081 shares; 2026Q2: 10,101 shares 10,101 $193K 0.19% +20 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 10,395 shares; 2026Q2: 10,395 shares 10,395 $28.2K 0.03% 0 Timeline