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: 41,471 shares; 2024Q4: 44,746 shares; 2025Q1: 47,210 shares; 2025Q2: 31,782 shares; 2025Q3: 38,224 shares; 2025Q4: 63,202 shares; 2026Q1: 67,158 shares; 2026Q2: 69,787 shares 69,787 $51.4M 11.6% +2,629 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: 43,138 shares; 2024Q4: 46,370 shares; 2025Q1: 47,041 shares; 2025Q2: 26,674 shares; 2025Q3: 32,302 shares; 2025Q4: 60,570 shares; 2026Q1: 64,215 shares; 2026Q2: 67,160 shares 67,160 $50.3M 11.35% +2,945 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,321 shares; 2025Q2: 108,969 shares; 2025Q3: 242,173 shares; 2025Q4: 469,386 shares; 2026Q1: 589,238 shares; 2026Q2: 749,150 shares 749,150 $37.1M 8.38% +159,912 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: 35,767 shares; 2024Q4: 38,578 shares; 2025Q1: 42,534 shares; 2025Q2: 29,062 shares; 2025Q3: 31,958 shares; 2025Q4: 52,480 shares; 2026Q1: 52,867 shares; 2026Q2: 53,838 shares 53,838 $26.9M 6.08% +971 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: 98,732 shares; 2024Q4: 96,907 shares; 2025Q1: 95,110 shares; 2025Q2: 74,603 shares; 2025Q3: 73,363 shares; 2025Q4: 87,231 shares; 2026Q1: 83,102 shares; 2026Q2: 81,639 shares 81,639 $23.6M 5.33% -1,463 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,663 shares; 2026Q1: 100,984 shares; 2026Q2: 109,569 shares 109,569 $18.6M 4.21% +8,585 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,706 shares; 2024Q4: 29,225 shares; 2025Q1: 28,473 shares; 2025Q2: 3,168 shares; 2025Q3: 2,487 shares; 2025Q4: 25,263 shares; 2026Q1: 25,368 shares; 2026Q2: 25,499 shares 25,499 $18.4M 4.16% +131 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,875 shares; 2024Q4: 101,104 shares; 2025Q1: 121,154 shares; 2025Q2: 108,791 shares; 2025Q3: 132,161 shares; 2025Q4: 188,585 shares; 2026Q1: 213,284 shares; 2026Q2: 223,203 shares 223,203 $18.1M 4.08% +9,919 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: 50,573 shares; 2024Q4: 52,867 shares; 2025Q1: 54,474 shares; 2025Q2: 28,418 shares; 2025Q3: 29,276 shares; 2025Q4: 58,533 shares; 2026Q1: 59,667 shares; 2026Q2: 60,440 shares 60,440 $12.1M 2.73% +773 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: 29,088 shares; 2024Q4: 29,043 shares; 2025Q1: 28,043 shares; 2025Q2: 20,975 shares; 2025Q3: 20,739 shares; 2025Q4: 27,929 shares; 2026Q1: 27,841 shares; 2026Q2: 27,395 shares 27,395 $10.2M 2.31% -446 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: 22,938 shares; 2024Q4: 24,540 shares; 2025Q1: 27,393 shares; 2025Q2: 17,120 shares; 2025Q3: 16,955 shares; 2025Q4: 26,211 shares; 2026Q1: 28,297 shares; 2026Q2: 28,629 shares 28,629 $10.1M 2.28% +332 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,234 shares; 2024Q4: 3,309 shares; 2025Q1: 3,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,341 shares; 2026Q1: 3,341 shares; 2026Q2: 33,422 shares 33,422 $10.1M 2.28% +30,081 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: 35,171 shares; 2024Q4: 35,860 shares; 2025Q1: 35,742 shares; 2025Q2: 27,469 shares; 2025Q3: 28,216 shares; 2025Q4: 36,956 shares; 2026Q1: 36,261 shares; 2026Q2: 36,563 shares 36,563 $8.71M 1.97% +302 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,054 shares; 2025Q4: 58,658 shares; 2026Q1: 89,297 shares; 2026Q2: 102,201 shares 102,201 $7.45M 1.68% +12,904 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: 4,508 shares; 2025Q3: 5,933 shares; 2025Q4: 8,350 shares; 2026Q1: 10,037 shares; 2026Q2: 11,138 shares 11,138 $7.31M 1.65% +1,101 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,679 shares; 2024Q4: 300,978 shares; 2025Q1: 317,026 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389,443 shares; 2026Q1: 397,793 shares; 2026Q2: 400,589 shares 400,589 $7.28M 1.64% +2,796 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,893 shares; 2024Q4: 714,682 shares; 2025Q1: 782,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,189,088 shares; 2026Q1: 1,142,766 shares; 2026Q2: 1,090,407 shares 1,090,407 $7.09M 1.6% -52,359 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,775 shares; 2024Q4: 31,714 shares; 2025Q1: 31,914 shares; 2025Q2: 32,066 shares; 2025Q3: 31,224 shares; 2025Q4: 31,290 shares; 2026Q1: 115,068 shares; 2026Q2: 152,710 shares 152,710 $6.98M 1.57% +37,642 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: 19,628 shares; 2024Q4: 19,695 shares; 2025Q1: 19,881 shares; 2025Q2: 9,814 shares; 2025Q3: 9,870 shares; 2025Q4: 18,856 shares; 2026Q1: 18,992 shares; 2026Q2: 19,156 shares 19,156 $6.85M 1.54% +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: 18,807 shares; 2024Q4: 18,945 shares; 2025Q1: 18,652 shares; 2025Q2: 11,147 shares; 2025Q3: 11,168 shares; 2025Q4: 19,564 shares; 2026Q1: 19,329 shares; 2026Q2: 19,098 shares 19,098 $6.25M 1.41% -231 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: 7,953 shares; 2024Q4: 7,786 shares; 2025Q1: 8,021 shares; 2025Q2: 3,159 shares; 2025Q3: 3,150 shares; 2025Q4: 7,513 shares; 2026Q1: 7,494 shares; 2026Q2: 7,729 shares 7,729 $5.77M 1.3% +235 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,730 shares; 2024Q4: 49,409 shares; 2025Q1: 47,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,891 shares; 2026Q1: 62,304 shares; 2026Q2: 62,279 shares 62,279 $3.16M 0.71% -25 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,657 shares; 2024Q4: 9,712 shares; 2025Q1: 11,562 shares; 2025Q2: 16,759 shares; 2025Q3: 34,559 shares; 2025Q4: 54,964 shares; 2026Q1: 77,248 shares; 2026Q2: 83,765 shares 83,765 $3.1M 0.7% +6,517 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: 29,463 shares; 2024Q4: 26,722 shares; 2025Q1: 25,018 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,553 shares; 2026Q1: 22,329 shares; 2026Q2: 20,759 shares 20,759 $2.9M 0.65% -1,570 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: 6,152 shares; 2024Q4: 6,532 shares; 2025Q1: 6,486 shares; 2025Q2: 5,359 shares; 2025Q3: 5,364 shares; 2025Q4: 7,340 shares; 2026Q1: 7,289 shares; 2026Q2: 7,665 shares 7,665 $2.9M 0.65% +376 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: 8,290 shares; 2024Q4: 8,180 shares; 2025Q1: 7,953 shares; 2025Q2: 6,560 shares; 2025Q3: 6,579 shares; 2025Q4: 7,730 shares; 2026Q1: 7,675 shares; 2026Q2: 7,438 shares 7,438 $2.74M 0.62% -237 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,098 shares; 2025Q1: 5,282 shares; 2025Q2: 4,004 shares; 2025Q3: 4,181 shares; 2025Q4: 5,970 shares; 2026Q1: 5,826 shares; 2026Q2: 5,913 shares 5,913 $2.52M 0.57% +87 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: 5,636 shares; 2024Q4: 4,311 shares; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares; 2026Q1: 3,981 shares; 2026Q2: 4,251 shares 4,251 $2.47M 0.56% +270 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: 1,669 shares; 2024Q4: 2,248 shares; 2025Q1: 3,171 shares; 2025Q2: 3,413 shares; 2025Q3: 3,395 shares; 2025Q4: 3,543 shares; 2026Q1: 3,540 shares; 2026Q2: 3,353 shares 3,353 $2.3M 0.52% -187 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: 6,388 shares; 2024Q4: 6,272 shares; 2025Q1: 6,497 shares; 2025Q2: 1,586 shares; 2025Q3: 1,557 shares; 2025Q4: 6,446 shares; 2026Q1: 6,313 shares; 2026Q2: 6,410 shares 6,410 $2.2M 0.5% +97 Timeline MID 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: 29,574 shares; 2024Q4: 30,793 shares; 2025Q1: 29,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,991 shares; 2026Q1: 29,754 shares; 2026Q2: 31,538 shares 31,538 $2.17M 0.49% +1,784 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,387 shares; 2024Q4: 19,424 shares; 2025Q1: 18,930 shares; 2025Q2: 11,775 shares; 2025Q3: 11,315 shares; 2025Q4: 13,706 shares; 2026Q1: 11,137 shares; 2026Q2: 10,020 shares 10,020 $2.13M 0.48% -1,117 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,394 shares; 2024Q4: 9,465 shares; 2025Q1: 8,654 shares; 2025Q2: 5,908 shares; 2025Q3: 5,766 shares; 2025Q4: 8,030 shares; 2026Q1: 8,042 shares; 2026Q2: 8,252 shares 8,252 $2.11M 0.48% +210 Timeline FXO 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: 32,769 shares; 2024Q4: 32,908 shares; 2025Q1: 33,026 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,421 shares; 2026Q1: 33,186 shares; 2026Q2: 33,121 shares 33,121 $2.07M 0.47% -65 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: 18,813 shares; 2024Q4: 17,476 shares; 2025Q1: 17,356 shares; 2025Q2: 12,514 shares; 2025Q3: 12,365 shares; 2025Q4: 17,837 shares; 2026Q1: 17,929 shares; 2026Q2: 17,928 shares 17,928 $2.03M 0.46% -1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,664 shares; 2025Q1: 2,645 shares; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 3,759 shares; 2026Q1: 4,122 shares; 2026Q2: 4,142 shares 4,142 $1.98M 0.45% +20 Timeline AVUV 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: 14,861 shares; 2024Q4: 15,357 shares; 2025Q1: 14,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,499 shares; 2026Q1: 14,897 shares; 2026Q2: 15,149 shares 15,149 $1.89M 0.43% +252 Timeline QINT 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: 13,342 shares; 2024Q4: 13,245 shares; 2025Q1: 14,347 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,481 shares; 2026Q1: 23,006 shares; 2026Q2: 25,968 shares 25,968 $1.8M 0.41% +2,962 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: 4,484 shares; 2024Q4: 4,418 shares; 2025Q1: 4,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,657 shares; 2026Q1: 8,585 shares; 2026Q2: 8,937 shares 8,937 $1.7M 0.38% +352 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: 19,326 shares; 2024Q4: 15,856 shares; 2025Q1: 15,390 shares; 2025Q2: 9,322 shares; 2025Q3: 8,731 shares; 2025Q4: 12,743 shares; 2026Q1: 12,795 shares; 2026Q2: 12,123 shares 12,123 $1.66M 0.37% -672 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: 11,571 shares; 2024Q4: 15,835 shares; 2025Q1: 13,013 shares; 2025Q2: 3,272 shares; 2025Q3: 2,943 shares; 2025Q4: 16,427 shares; 2026Q1: 15,329 shares; 2026Q2: 13,371 shares 13,371 $1.56M 0.35% -1,958 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: 7,513 shares; 2024Q4: 7,804 shares; 2025Q1: 7,808 shares; 2025Q2: not reported; 2025Q3: 6,494 shares; 2025Q4: 14,673 shares; 2026Q1: 16,304 shares; 2026Q2: 16,131 shares 16,131 $1.56M 0.35% -173 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,245 shares; 2025Q1: 1,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,273 shares; 2026Q1: 1,282 shares; 2026Q2: 1,286 shares 1,286 $1.54M 0.35% +4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,291 shares 1,291 $1.49M 0.34% new 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: 34,982 shares; 2024Q4: 32,905 shares; 2025Q1: 32,489 shares; 2025Q2: 31,552 shares; 2025Q3: 31,316 shares; 2025Q4: 30,038 shares; 2026Q1: 29,961 shares; 2026Q2: 29,761 shares 29,761 $1.4M 0.32% -200 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: 1,092 shares; 2024Q4: 1,111 shares; 2025Q1: 1,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 1,339 shares; 2026Q2: 1,342 shares 1,342 $1.36M 0.31% +3 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: 11,750 shares; 2024Q4: 11,392 shares; 2025Q1: 10,114 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 8,755 shares; 2026Q1: 8,643 shares; 2026Q2: 8,654 shares 8,654 $1.28M 0.29% +11 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,411 shares; 2024Q4: 44,561 shares; 2025Q1: 44,561 shares; 2025Q2: 42,431 shares; 2025Q3: 42,431 shares; 2025Q4: 38,596 shares; 2026Q1: 33,367 shares; 2026Q2: 33,081 shares 33,081 $1.2M 0.27% -286 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 5,416 shares; 2025Q1: 5,987 shares; 2025Q2: not reported; 2025Q3: 11,355 shares; 2025Q4: 21,124 shares; 2026Q1: 21,872 shares; 2026Q2: 21,641 shares 21,641 $1.13M 0.26% -231 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,671 shares; 2024Q4: 18,438 shares; 2025Q1: 18,452 shares; 2025Q2: 10,681 shares; 2025Q3: 10,689 shares; 2025Q4: 13,476 shares; 2026Q1: 13,240 shares; 2026Q2: 11,875 shares 11,875 $1.12M 0.25% -1,365 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: 7,018 shares; 2024Q4: 6,766 shares; 2025Q1: 6,627 shares; 2025Q2: 2,758 shares; 2025Q3: 2,735 shares; 2025Q4: 5,982 shares; 2026Q1: 6,356 shares; 2026Q2: 6,241 shares 6,241 $1.03M 0.23% -115 Timeline FXL 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: 5,360 shares; 2024Q4: 5,421 shares; 2025Q1: 5,292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 4,741 shares; 2026Q2: 4,741 shares 4,741 $1.03M 0.23% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,769 shares; 2024Q4: 10,074 shares; 2025Q1: 8,659 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,548 shares; 2026Q1: 8,900 shares; 2026Q2: 9,187 shares 9,187 $1M 0.23% +287 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,755 shares; 2025Q3: 3,755 shares; 2025Q4: 3,755 shares; 2026Q1: 3,736 shares; 2026Q2: 4,673 shares 4,673 $967K 0.22% +937 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 13,114 shares; 2026Q1: 13,417 shares; 2026Q2: 13,755 shares 13,755 $902K 0.2% +338 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: 4,263 shares; 2024Q4: 3,935 shares; 2025Q1: 3,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,665 shares; 2026Q1: 3,486 shares; 2026Q2: 3,487 shares 3,487 $877K 0.2% +1 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: 12,122 shares; 2024Q4: 12,132 shares; 2025Q1: 12,152 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,047 shares; 2026Q1: 11,881 shares; 2026Q2: 9,047 shares 9,047 $835K 0.19% -2,834 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 3,535 shares; 2025Q1: 3,542 shares; 2025Q2: 3,552 shares; 2025Q3: 3,556 shares; 2025Q4: 3,562 shares; 2026Q1: 3,540 shares; 2026Q2: 3,406 shares 3,406 $773K 0.17% -134 Timeline AVEM 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: 5,424 shares; 2024Q4: 5,302 shares; 2025Q1: 5,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,228 shares; 2026Q1: 7,100 shares; 2026Q2: 7,918 shares 7,918 $764K 0.17% +818 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: 3,295 shares; 2024Q4: 3,360 shares; 2025Q1: 2,606 shares; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 1,840 shares; 2026Q1: 1,800 shares; 2026Q2: 1,814 shares 1,814 $763K 0.17% +14 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,340 shares; 2025Q1: 1,291 shares; 2025Q2: 1,258 shares; 2025Q3: 1,238 shares; 2025Q4: 1,207 shares; 2026Q1: 1,097 shares; 2026Q2: 1,047 shares 1,047 $736K 0.17% -50 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,351 shares; 2025Q1: 1,534 shares; 2025Q2: 1,450 shares; 2025Q3: 1,435 shares; 2025Q4: 1,429 shares; 2026Q1: 1,413 shares; 2026Q2: 1,373 shares 1,373 $717K 0.16% -40 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 1,676 shares; 2025Q3: 1,785 shares; 2025Q4: 2,398 shares; 2026Q1: 1,926 shares; 2026Q2: 1,866 shares 1,866 $717K 0.16% -60 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 8,527 shares; 2025Q1: 8,072 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,441 shares; 2026Q1: 6,699 shares; 2026Q2: 6,707 shares 6,707 $672K 0.15% +8 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: 18,510 shares; 2024Q4: 18,552 shares; 2025Q1: 18,598 shares; 2025Q2: 15,183 shares; 2025Q3: 15,231 shares; 2025Q4: 15,262 shares; 2026Q1: 15,290 shares; 2026Q2: 15,319 shares 15,319 $666K 0.15% +29 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: 2,563 shares; 2024Q4: 2,556 shares; 2025Q1: 2,541 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,648 shares; 2026Q1: 1,452 shares; 2026Q2: 5,268 shares 5,268 $654K 0.15% +3,816 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,578 shares; 2024Q4: 9,285 shares; 2025Q1: 9,289 shares; 2025Q2: 8,604 shares; 2025Q3: 6,474 shares; 2025Q4: 6,178 shares; 2026Q1: 5,140 shares; 2026Q2: 4,247 shares 4,247 $646K 0.15% -893 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: 1,517 shares; 2024Q4: 1,558 shares; 2025Q1: 1,846 shares; 2025Q2: 5,024 shares; 2025Q3: 5,000 shares; 2025Q4: 4,720 shares; 2026Q1: 4,685 shares; 2026Q2: 4,327 shares 4,327 $635K 0.14% -358 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: 2,802 shares; 2025Q4: 3,076 shares; 2026Q1: 2,886 shares; 2026Q2: 2,880 shares 2,880 $628K 0.14% -6 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: 5,711 shares; 2024Q4: 5,715 shares; 2025Q1: 5,692 shares; 2025Q2: 5,408 shares; 2025Q3: 5,150 shares; 2025Q4: 5,151 shares; 2026Q1: 4,972 shares; 2026Q2: 4,973 shares 4,973 $607K 0.14% +1 Timeline BIV 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: 6,396 shares; 2025Q4: 6,642 shares; 2026Q1: 7,692 shares; 2026Q2: 7,642 shares 7,642 $586K 0.13% -50 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,556 shares; 2024Q4: 14,711 shares; 2025Q1: 14,861 shares; 2025Q2: 14,715 shares; 2025Q3: 14,875 shares; 2025Q4: 15,036 shares; 2026Q1: 15,058 shares; 2026Q2: 15,104 shares 15,104 $555K 0.13% +46 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: not reported; 2024Q4: 364 shares; 2025Q1: 576 shares; 2025Q2: 605 shares; 2025Q3: 625 shares; 2025Q4: 1,158 shares; 2026Q1: 1,082 shares; 2026Q2: 971 shares 971 $547K 0.12% -111 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: 3,290 shares; 2024Q4: 3,299 shares; 2025Q1: 3,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,313 shares; 2026Q1: 3,336 shares; 2026Q2: 3,356 shares 3,356 $525K 0.12% +20 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,271 shares; 2024Q4: 16,297 shares; 2025Q1: 16,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,881 shares; 2026Q1: 10,387 shares; 2026Q2: 10,387 shares 10,387 $513K 0.12% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,333 shares; 2026Q1: 2,377 shares; 2026Q2: 2,957 shares 2,957 $489K 0.11% +580 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: 10,542 shares; 2024Q4: 5,542 shares; 2025Q1: 5,744 shares; 2025Q2: 5,829 shares; 2025Q3: 5,829 shares; 2025Q4: 8,126 shares; 2026Q1: 5,829 shares; 2026Q2: 5,829 shares 5,829 $482K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 1,008 shares; 2025Q3: 1,011 shares; 2025Q4: 982 shares; 2026Q1: 1,227 shares; 2026Q2: 1,660 shares 1,660 $467K 0.11% +433 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,815 shares; 2025Q1: 2,612 shares; 2025Q2: 1,840 shares; 2025Q3: 1,796 shares; 2025Q4: 1,695 shares; 2026Q1: 1,468 shares; 2026Q2: 1,368 shares 1,368 $466K 0.11% -100 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares; 2026Q1: 2,184 shares; 2026Q2: 2,191 shares 2,191 $458K 0.1% +7 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: not reported; 2024Q4: not reported; 2025Q1: 1,519 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares 1,814 $458K 0.1% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 5,440 shares; 2025Q1: 4,869 shares; 2025Q2: 4,569 shares; 2025Q3: 3,694 shares; 2025Q4: 2,949 shares; 2026Q1: 2,819 shares; 2026Q2: 2,396 shares 2,396 $451K 0.1% -423 Timeline VIOO 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: 3,376 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares; 2026Q2: 3,236 shares 3,236 $445K 0.1% 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: 975 shares 975 $422K 0.1% new 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,915 shares; 2025Q2: 1,923 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares; 2026Q2: 1,915 shares 1,915 $422K 0.1% 0 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: 25,099 shares; 2024Q4: 21,844 shares; 2025Q1: 19,680 shares; 2025Q2: 6,847 shares; 2025Q3: 4,765 shares; 2025Q4: 12,681 shares; 2026Q1: 10,330 shares; 2026Q2: 8,495 shares 8,495 $409K 0.09% -1,835 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: 3,820 shares; 2024Q4: 3,809 shares; 2025Q1: 3,819 shares; 2025Q2: 3,787 shares; 2025Q3: 3,793 shares; 2025Q4: 3,489 shares; 2026Q1: 3,496 shares; 2026Q2: 3,466 shares 3,466 $407K 0.09% -30 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,948 shares; 2026Q1: 1,958 shares; 2026Q2: 1,968 shares 1,968 $395K 0.09% +10 Timeline SDSI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,397 shares; 2026Q1: 10,477 shares; 2026Q2: 7,449 shares 7,449 $382K 0.09% -3,028 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $371K 0.08% new 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: 16,460 shares; 2024Q4: 15,473 shares; 2025Q1: 14,607 shares; 2025Q2: 10,324 shares; 2025Q3: 7,357 shares; 2025Q4: 5,164 shares; 2026Q1: 4,892 shares; 2026Q2: 4,777 shares 4,777 $368K 0.08% -115 Timeline FLV 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: 5,223 shares; 2024Q4: 5,028 shares; 2025Q1: 4,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares; 2026Q1: 4,473 shares; 2026Q2: 4,493 shares 4,493 $365K 0.08% +20 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 588 shares; 2025Q4: 468 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $346K 0.08% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $343K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $340K 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 2,248 shares; 2025Q3: 2,298 shares; 2025Q4: 2,306 shares; 2026Q1: 2,314 shares; 2026Q2: 2,320 shares 2,320 $339K 0.08% +6 Timeline AVUS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $331K 0.07% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,928 shares 1,928 $329K 0.07% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,973 shares; 2026Q1: 3,973 shares; 2026Q2: 3,597 shares 3,597 $322K 0.07% -376 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,760 shares 7,760 $311K 0.07% new Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,298 shares 1,298 $289K 0.07% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,612 shares; 2026Q2: 1,612 shares 1,612 $288K 0.06% 0 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: 287 shares; 2024Q4: 287 shares; 2025Q1: 294 shares; 2025Q2: 310 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $287K 0.06% 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: 3,220 shares; 2024Q4: 2,409 shares; 2025Q1: 1,940 shares; 2025Q2: 1,602 shares; 2025Q3: 1,127 shares; 2025Q4: 1,044 shares; 2026Q1: 1,034 shares; 2026Q2: 1,089 shares 1,089 $276K 0.06% +55 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,071 shares 1,071 $274K 0.06% new 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: 14,074 shares; 2024Q4: 15,485 shares; 2025Q1: 20,049 shares; 2025Q2: 15,002 shares; 2025Q3: 2,252 shares; 2025Q4: not reported; 2026Q1: 4,933 shares; 2026Q2: 5,113 shares 5,113 $272K 0.06% +180 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,642 shares; 2025Q1: 1,645 shares; 2025Q2: 1,044 shares; 2025Q3: 1,046 shares; 2025Q4: 1,388 shares; 2026Q1: 1,300 shares; 2026Q2: 652 shares 652 $271K 0.06% -648 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: 2,088 shares; 2024Q4: 2,043 shares; 2025Q1: 2,235 shares; 2025Q2: 2,969 shares; 2025Q3: 2,474 shares; 2025Q4: 2,370 shares; 2026Q1: 2,304 shares; 2026Q2: 2,061 shares 2,061 $261K 0.06% -243 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 70,686 shares; 2025Q4: 104,472 shares; 2026Q1: 13,096 shares; 2026Q2: 5,540 shares 5,540 $256K 0.06% -7,556 Timeline EFV 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: 4,024 shares; 2025Q3: 3,410 shares; 2025Q4: 3,433 shares; 2026Q1: 3,291 shares; 2026Q2: 3,314 shares 3,314 $254K 0.06% +23 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: 12,800 shares; 2024Q4: 10,407 shares; 2025Q1: 4,646 shares; 2025Q2: 2,571 shares; 2025Q3: not reported; 2025Q4: 1,958 shares; 2026Q1: 1,963 shares; 2026Q2: 1,967 shares 1,967 $253K 0.06% +4 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 3,526 shares; 2026Q1: 3,526 shares; 2026Q2: 3,301 shares 3,301 $249K 0.06% -225 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,292 shares; 2025Q4: 2,524 shares; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $248K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,716 shares; 2025Q1: 7,321 shares; 2025Q2: 5,182 shares; 2025Q3: 5,420 shares; 2025Q4: 11,759 shares; 2026Q1: 15,443 shares; 2026Q2: 7,426 shares 7,426 $247K 0.06% -8,017 Timeline IGLB 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: 3,998 shares; 2025Q2: 4,907 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares; 2026Q1: 4,907 shares; 2026Q2: 4,907 shares 4,907 $246K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 251 shares 251 $245K 0.06% +4 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,235 shares; 2024Q4: 6,237 shares; 2025Q1: 6,239 shares; 2025Q2: 5,310 shares; 2025Q3: 5,313 shares; 2025Q4: 3,475 shares; 2026Q1: 3,477 shares; 2026Q2: 3,127 shares 3,127 $237K 0.05% -350 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 1,434 shares; 2026Q2: 1,446 shares 1,446 $234K 0.05% +12 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,255 shares; 2024Q4: 28,746 shares; 2025Q1: 29,273 shares; 2025Q2: 29,825 shares; 2025Q3: 27,808 shares; 2025Q4: 28,400 shares; 2026Q1: 28,897 shares; 2026Q2: 24,367 shares 24,367 $233K 0.05% -4,530 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 2,166 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 1,641 shares; 2026Q2: 1,641 shares 1,641 $233K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $223K 0.05% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $219K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 1,904 shares; 2025Q2: 1,905 shares; 2025Q3: 1,907 shares; 2025Q4: 1,938 shares; 2026Q1: 1,709 shares; 2026Q2: 1,710 shares 1,710 $216K 0.05% +1 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,987 shares 5,987 $210K 0.05% new 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: 696 shares; 2024Q4: 706 shares; 2025Q1: 701 shares; 2025Q2: 508 shares; 2025Q3: 509 shares; 2025Q4: 510 shares; 2026Q1: 511 shares; 2026Q2: 512 shares 512 $208K 0.05% +1 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: 2,448 shares; 2024Q4: 2,201 shares; 2025Q1: 1,600 shares; 2025Q2: 1,392 shares; 2025Q3: 1,249 shares; 2025Q4: 1,064 shares; 2026Q1: 878 shares; 2026Q2: 590 shares 590 $208K 0.05% -288 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,309 shares 3,309 $203K 0.05% new Timeline MGX METAGENOMI THERAPEUTICS INC More: the full row for METAGENOMI THERAPEUTICS 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: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $14.9K <0.01% 0 Timeline