IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,924 shares; 2024Q4: 70,373 shares; 2025Q1: 58,141 shares; 2025Q2: 47,204 shares; 2025Q3: 46,367 shares; 2025Q4: 46,082 shares; 2026Q1: 58,613 shares; 2026Q2: 85,307 shares 85,307 $63.9M 10.24% +26,694 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 992,179 shares; 2026Q2: 1,076,072 shares 1,076,072 $39.4M 6.31% +83,893 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: 298,791 shares; 2024Q4: 287,750 shares; 2025Q1: 290,330 shares; 2025Q2: 260,255 shares; 2025Q3: 254,846 shares; 2025Q4: 255,909 shares; 2026Q1: 262,208 shares; 2026Q2: 254,988 shares 254,988 $35.1M 5.62% -7,220 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,252 shares; 2024Q4: 450,127 shares; 2025Q1: 454,532 shares; 2025Q2: 442,817 shares; 2025Q3: 474,408 shares; 2025Q4: 485,038 shares; 2026Q1: 415,915 shares; 2026Q2: 402,597 shares 402,597 $30.4M 4.88% -13,318 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: 75,355 shares; 2024Q4: 77,048 shares; 2025Q1: 99,644 shares; 2025Q2: 113,618 shares; 2025Q3: 120,266 shares; 2025Q4: 159,922 shares; 2026Q1: 148,510 shares; 2026Q2: 121,132 shares 121,132 $27.5M 4.41% -27,378 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: 13,403 shares; 2024Q4: 14,952 shares; 2025Q1: 16,834 shares; 2025Q2: 22,671 shares; 2025Q3: 27,093 shares; 2025Q4: 27,823 shares; 2026Q1: 27,061 shares; 2026Q2: 31,658 shares 31,658 $23.6M 3.79% +4,597 Timeline PRF 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: 399,688 shares; 2024Q4: 379,201 shares; 2025Q1: 379,218 shares; 2025Q2: 384,057 shares; 2025Q3: 356,400 shares; 2025Q4: 374,209 shares; 2026Q1: 428,347 shares; 2026Q2: 429,194 shares 429,194 $23.2M 3.72% +847 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,506 shares; 2026Q2: 835,484 shares 835,484 $19M 3.05% +564,978 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: 55,600 shares; 2024Q4: 54,692 shares; 2025Q1: 54,250 shares; 2025Q2: 52,413 shares; 2025Q3: 53,288 shares; 2025Q4: 52,021 shares; 2026Q1: 50,985 shares; 2026Q2: 50,597 shares 50,597 $18.6M 2.99% -388 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: 75,947 shares; 2024Q4: 71,216 shares; 2025Q1: 69,901 shares; 2025Q2: 89,073 shares; 2025Q3: 74,455 shares; 2025Q4: 69,130 shares; 2026Q1: 70,685 shares; 2026Q2: 62,900 shares 62,900 $15.9M 2.54% -7,785 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 529,984 shares 529,984 $14.9M 2.38% new 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: 47,325 shares; 2024Q4: 47,200 shares; 2025Q1: 47,128 shares; 2025Q2: 47,163 shares; 2025Q3: 47,627 shares; 2025Q4: 48,936 shares; 2026Q1: 49,816 shares; 2026Q2: 49,278 shares 49,278 $14.3M 2.29% -538 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,950 shares; 2025Q1: 32,863 shares; 2025Q2: 31,960 shares; 2025Q3: 32,656 shares; 2025Q4: 49,633 shares; 2026Q1: 58,189 shares; 2026Q2: 41,384 shares 41,384 $14.2M 2.27% -16,805 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: 14,446 shares; 2024Q4: 18,878 shares; 2025Q1: 18,174 shares; 2025Q2: 24,249 shares; 2025Q3: 26,468 shares; 2025Q4: 27,765 shares; 2026Q1: 27,032 shares; 2026Q2: 26,745 shares 26,745 $14M 2.24% -287 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: 24,391 shares; 2024Q4: 23,529 shares; 2025Q1: 23,267 shares; 2025Q2: 23,134 shares; 2025Q3: 22,996 shares; 2025Q4: 23,469 shares; 2026Q1: 24,027 shares; 2026Q2: 100,515 shares 100,515 $12.5M 2% +76,488 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: 93,606 shares; 2024Q4: 93,501 shares; 2025Q1: 92,128 shares; 2025Q2: 90,242 shares; 2025Q3: 84,953 shares; 2025Q4: 84,963 shares; 2026Q1: 82,730 shares; 2026Q2: 81,434 shares 81,434 $12.1M 1.94% -1,296 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: 77,107 shares; 2024Q4: 85,546 shares; 2025Q1: 81,756 shares; 2025Q2: 81,264 shares; 2025Q3: 73,014 shares; 2025Q4: 68,928 shares; 2026Q1: 71,827 shares; 2026Q2: 71,018 shares 71,018 $11.2M 1.8% -809 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: 15,475 shares; 2024Q4: 15,057 shares; 2025Q1: 12,643 shares; 2025Q2: 13,661 shares; 2025Q3: 11,553 shares; 2025Q4: 12,238 shares; 2026Q1: 15,361 shares; 2026Q2: 13,801 shares 13,801 $10.2M 1.63% -1,560 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,805 shares; 2024Q4: 52,672 shares; 2025Q1: 52,687 shares; 2025Q2: 52,705 shares; 2025Q3: 52,721 shares; 2025Q4: 52,736 shares; 2026Q1: 52,751 shares; 2026Q2: 52,767 shares 52,767 $9.77M 1.57% +16 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,323 shares; 2025Q4: 90,077 shares; 2026Q1: 131,187 shares; 2026Q2: 158,324 shares 158,324 $9.45M 1.52% +27,137 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,230 shares; 2026Q2: 185,757 shares 185,757 $9.36M 1.5% +16,527 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,755 shares; 2024Q4: 55,726 shares; 2025Q1: 48,288 shares; 2025Q2: 50,230 shares; 2025Q3: 64,211 shares; 2025Q4: 64,971 shares; 2026Q1: 68,112 shares; 2026Q2: 97,063 shares 97,063 $9.17M 1.47% +28,951 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,275 shares; 2024Q4: 167,446 shares; 2025Q1: 174,180 shares; 2025Q2: 176,245 shares; 2025Q3: 159,796 shares; 2025Q4: 85,243 shares; 2026Q1: 80,277 shares; 2026Q2: 39,570 shares 39,570 $8.68M 1.39% -40,707 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: 107,298 shares; 2024Q4: 107,663 shares; 2025Q1: 109,394 shares; 2025Q2: 109,490 shares; 2025Q3: 109,715 shares; 2025Q4: 111,648 shares; 2026Q1: 113,003 shares; 2026Q2: 112,454 shares 112,454 $8.67M 1.39% -549 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: 2,953 shares; 2024Q4: 24,966 shares; 2025Q1: 42,267 shares; 2025Q2: 26,067 shares; 2025Q3: 29,075 shares; 2025Q4: 26,946 shares; 2026Q1: 31,306 shares; 2026Q2: 29,183 shares 29,183 $6.21M 1% -2,123 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,748 shares; 2024Q4: 155,278 shares; 2025Q1: 143,317 shares; 2025Q2: 144,115 shares; 2025Q3: 149,341 shares; 2025Q4: 147,489 shares; 2026Q1: 147,600 shares; 2026Q2: 145,982 shares 145,982 $5.87M 0.94% -1,618 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,247 shares; 2025Q3: 47,341 shares; 2025Q4: 55,412 shares; 2026Q1: 58,083 shares; 2026Q2: 117,822 shares 117,822 $5.71M 0.91% +59,739 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,860 shares; 2024Q4: 108,219 shares; 2025Q1: 103,810 shares; 2025Q2: 101,972 shares; 2025Q3: 100,603 shares; 2025Q4: 108,367 shares; 2026Q1: 102,488 shares; 2026Q2: 101,817 shares 101,817 $5.44M 0.87% -671 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: 8,630 shares; 2024Q4: 11,981 shares; 2025Q1: 131,548 shares; 2025Q2: 124,578 shares; 2025Q3: 125,219 shares; 2025Q4: 119,627 shares; 2026Q1: 131,777 shares; 2026Q2: 140,187 shares 140,187 $4.67M 0.75% +8,410 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: 12,611 shares; 2024Q4: 13,051 shares; 2025Q1: 13,053 shares; 2025Q2: 13,151 shares; 2025Q3: 13,201 shares; 2025Q4: 13,201 shares; 2026Q1: 13,201 shares; 2026Q2: 13,187 shares 13,187 $4.66M 0.75% -14 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,959 shares; 2025Q3: 13,106 shares; 2025Q4: 13,323 shares; 2026Q1: 13,988 shares; 2026Q2: 15,017 shares 15,017 $4.3M 0.69% +1,029 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,681 shares; 2024Q4: 41,398 shares; 2025Q1: 41,002 shares; 2025Q2: 45,748 shares; 2025Q3: 62,370 shares; 2025Q4: 65,702 shares; 2026Q1: 69,968 shares; 2026Q2: 81,461 shares 81,461 $4.26M 0.68% +11,493 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: 138,795 shares; 2024Q4: 135,860 shares; 2025Q1: 126,160 shares; 2025Q2: 116,375 shares; 2025Q3: 114,800 shares; 2025Q4: 99,895 shares; 2026Q1: 77,307 shares; 2026Q2: 75,432 shares 75,432 $4.24M 0.68% -1,875 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,760 shares; 2024Q4: 353,413 shares; 2025Q1: 202,903 shares; 2025Q2: 80,639 shares; 2025Q3: 193,148 shares; 2025Q4: 342,225 shares; 2026Q1: 381,526 shares; 2026Q2: 386,416 shares 386,416 $4.2M 0.67% +4,890 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 155,174 shares; 2025Q4: 261,400 shares; 2026Q1: 343,573 shares; 2026Q2: 381,161 shares 381,161 $3.95M 0.63% +37,588 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,043 shares; 2024Q4: 36,493 shares; 2025Q1: 38,292 shares; 2025Q2: 39,383 shares; 2025Q3: 38,006 shares; 2025Q4: 37,529 shares; 2026Q1: 36,734 shares; 2026Q2: 37,930 shares 37,930 $3.94M 0.63% +1,196 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,350 shares; 2025Q1: 72,175 shares; 2025Q2: 57,275 shares; 2025Q3: 66,120 shares; 2025Q4: 66,405 shares; 2026Q1: 114,675 shares; 2026Q2: 137,690 shares 137,690 $3.91M 0.63% +23,015 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 58,455 shares; 2025Q1: 95,850 shares; 2025Q2: 92,392 shares; 2025Q3: 130,495 shares; 2025Q4: 124,778 shares; 2026Q1: 50,123 shares; 2026Q2: 50,912 shares 50,912 $3.84M 0.62% +789 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 9,745 shares; 2026Q1: 20,825 shares; 2026Q2: 76,223 shares 76,223 $3.73M 0.6% +55,398 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: 12,119 shares; 2024Q4: 29,989 shares; 2025Q1: 21,245 shares; 2025Q2: 12,170 shares; 2025Q3: 15,446 shares; 2025Q4: 11,734 shares; 2026Q1: 8,539 shares; 2026Q2: 21,894 shares 21,894 $3.47M 0.56% +13,355 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,902 shares; 2025Q3: 24,049 shares; 2025Q4: 25,147 shares; 2026Q1: 28,262 shares; 2026Q2: 29,185 shares 29,185 $3.38M 0.54% +923 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,261 shares; 2024Q4: 125,367 shares; 2025Q1: 120,047 shares; 2025Q2: 155,059 shares; 2025Q3: 177,008 shares; 2025Q4: 153,554 shares; 2026Q1: 85,971 shares; 2026Q2: 87,084 shares 87,084 $3.38M 0.54% +1,113 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,060 shares; 2025Q2: 56,569 shares; 2025Q3: 49,994 shares; 2025Q4: 42,741 shares; 2026Q1: 38,991 shares; 2026Q2: 61,024 shares 61,024 $3.3M 0.53% +22,033 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: 40,966 shares; 2024Q4: 41,408 shares; 2025Q1: 34,085 shares; 2025Q2: 34,077 shares; 2025Q3: 33,959 shares; 2025Q4: 55,172 shares; 2026Q1: 47,404 shares; 2026Q2: 52,062 shares 52,062 $2.77M 0.44% +4,658 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,355 shares; 2024Q4: 229,345 shares; 2025Q1: 236,775 shares; 2025Q2: 230,100 shares; 2025Q3: 243,600 shares; 2025Q4: 188,590 shares; 2026Q1: 146,100 shares; 2026Q2: 145,110 shares 145,110 $2.74M 0.44% -990 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: 7,749 shares; 2024Q4: 7,720 shares; 2025Q1: 7,643 shares; 2025Q2: 7,285 shares; 2025Q3: 7,323 shares; 2025Q4: 7,755 shares; 2026Q1: 7,683 shares; 2026Q2: 7,270 shares 7,270 $2.71M 0.43% -413 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,091 shares; 2024Q4: 41,157 shares; 2025Q1: 41,731 shares; 2025Q2: 44,431 shares; 2025Q3: 49,231 shares; 2025Q4: 42,481 shares; 2026Q1: 32,765 shares; 2026Q2: 32,465 shares 32,465 $2.67M 0.43% -300 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI 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: 139,324 shares; 2025Q4: 173,318 shares; 2026Q1: 183,203 shares; 2026Q2: 177,434 shares 177,434 $2.5M 0.4% -5,769 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,062 shares; 2026Q1: 26,468 shares; 2026Q2: 27,018 shares 27,018 $2.4M 0.38% +550 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,297 shares; 2026Q1: 239,596 shares; 2026Q2: 191,941 shares 191,941 $2.23M 0.36% -47,655 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,474 shares; 2025Q3: 61,153 shares; 2025Q4: 53,181 shares; 2026Q1: 39,005 shares; 2026Q2: 41,230 shares 41,230 $2.2M 0.35% +2,225 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,170 shares; 2024Q4: 20,843 shares; 2025Q1: 21,585 shares; 2025Q2: 26,350 shares; 2025Q3: 20,531 shares; 2025Q4: 16,701 shares; 2026Q1: 17,979 shares; 2026Q2: 24,657 shares 24,657 $1.9M 0.3% +6,678 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,427 shares; 2026Q2: 75,594 shares 75,594 $1.88M 0.3% +55,167 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,569 shares; 2024Q4: 56,426 shares; 2025Q1: 52,146 shares; 2025Q2: 52,146 shares; 2025Q3: 52,146 shares; 2025Q4: 74,401 shares; 2026Q1: 88,683 shares; 2026Q2: 66,326 shares 66,326 $1.72M 0.28% -22,357 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.69M 0.27% 0 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,115 shares; 2026Q2: 36,215 shares 36,215 $1.65M 0.26% +11,100 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,275 shares; 2025Q1: 64,500 shares; 2025Q2: 63,500 shares; 2025Q3: 26,139 shares; 2025Q4: 62,514 shares; 2026Q1: 53,164 shares; 2026Q2: 85,599 shares 85,599 $1.64M 0.26% +32,435 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,573 shares; 2025Q1: 15,333 shares; 2025Q2: 23,672 shares; 2025Q3: not reported; 2025Q4: 29,199 shares; 2026Q1: 40,147 shares; 2026Q2: 80,759 shares 80,759 $1.63M 0.26% +40,612 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: 7,651 shares; 2024Q4: 8,002 shares; 2025Q1: 8,043 shares; 2025Q2: 6,590 shares; 2025Q3: 6,971 shares; 2025Q4: 7,703 shares; 2026Q1: 7,920 shares; 2026Q2: 8,098 shares 8,098 $1.62M 0.26% +178 Timeline XOP 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: 20,631 shares; 2024Q4: 18,507 shares; 2025Q1: 15,792 shares; 2025Q2: 15,567 shares; 2025Q3: 15,372 shares; 2025Q4: 14,223 shares; 2026Q1: 9,173 shares; 2026Q2: 10,273 shares 10,273 $1.58M 0.25% +1,100 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,758 shares; 2025Q1: 49,093 shares; 2025Q2: 47,816 shares; 2025Q3: 49,352 shares; 2025Q4: 50,591 shares; 2026Q1: 55,122 shares; 2026Q2: 57,053 shares 57,053 $1.48M 0.24% +1,931 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,564 shares; 2024Q4: 14,014 shares; 2025Q1: 14,044 shares; 2025Q2: 14,384 shares; 2025Q3: 12,869 shares; 2025Q4: 9,369 shares; 2026Q1: 8,844 shares; 2026Q2: 13,474 shares 13,474 $1.44M 0.23% +4,630 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: 5,512 shares; 2024Q4: 5,490 shares; 2025Q1: 5,350 shares; 2025Q2: 5,529 shares; 2025Q3: 5,594 shares; 2025Q4: 6,215 shares; 2026Q1: 6,425 shares; 2026Q2: 5,794 shares 5,794 $1.38M 0.22% -631 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,815 shares; 2025Q1: 33,015 shares; 2025Q2: 39,055 shares; 2025Q3: 30,970 shares; 2025Q4: 37,570 shares; 2026Q1: 42,745 shares; 2026Q2: 32,545 shares 32,545 $1.34M 0.22% -10,200 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: 45,322 shares; 2024Q4: 43,987 shares; 2025Q1: 31,665 shares; 2025Q2: 17,808 shares; 2025Q3: 16,458 shares; 2025Q4: 16,230 shares; 2026Q1: 16,355 shares; 2026Q2: 16,615 shares 16,615 $1.25M 0.2% +260 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 67,700 shares; 2026Q2: 65,900 shares 65,900 $1.22M 0.2% -1,800 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,250 shares; 2024Q4: 69,072 shares; 2025Q1: 78,709 shares; 2025Q2: 36,594 shares; 2025Q3: 27,341 shares; 2025Q4: 26,566 shares; 2026Q1: 26,338 shares; 2026Q2: 22,467 shares 22,467 $1.18M 0.19% -3,871 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,537 shares; 2024Q4: 13,137 shares; 2025Q1: 16,260 shares; 2025Q2: 36,207 shares; 2025Q3: 48,764 shares; 2025Q4: 40,075 shares; 2026Q1: 36,725 shares; 2026Q2: 26,600 shares 26,600 $1.13M 0.18% -10,125 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: 1,401 shares; 2024Q4: 1,501 shares; 2025Q1: 1,636 shares; 2025Q2: 1,561 shares; 2025Q3: 1,477 shares; 2025Q4: 1,463 shares; 2026Q1: 1,453 shares; 2026Q2: 1,441 shares 1,441 $1.01M 0.16% -12 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $1.01M 0.16% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,400 shares 13,400 $1M 0.16% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,644 shares; 2025Q1: 2,612 shares; 2025Q2: 2,683 shares; 2025Q3: 2,628 shares; 2025Q4: 2,653 shares; 2026Q1: 2,653 shares; 2026Q2: 2,653 shares 2,653 $1M 0.16% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 5,738 shares; 2026Q2: 24,141 shares 24,141 $953K 0.15% +18,403 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: 982 shares; 2024Q4: 983 shares; 2025Q1: 984 shares; 2025Q2: 980 shares; 2025Q3: 981 shares; 2025Q4: 1,000 shares; 2026Q1: 991 shares; 2026Q2: 982 shares 982 $918K 0.15% -9 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,647 shares; 2024Q4: 46,197 shares; 2025Q1: 42,772 shares; 2025Q2: 37,872 shares; 2025Q3: 40,197 shares; 2025Q4: 33,757 shares; 2026Q1: 32,282 shares; 2026Q2: 30,007 shares 30,007 $905K 0.15% -2,275 Timeline STIP 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: 5,837 shares; 2025Q3: 8,692 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,800 shares 8,800 $899K 0.14% new Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,329 shares; 2024Q4: 7,363 shares; 2025Q1: 7,403 shares; 2025Q2: 7,444 shares; 2025Q3: 11,121 shares; 2025Q4: 11,613 shares; 2026Q1: 22,153 shares; 2026Q2: 18,765 shares 18,765 $891K 0.14% -3,388 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,175 shares; 2026Q1: 60,915 shares; 2026Q2: 73,558 shares 73,558 $875K 0.14% +12,643 Timeline TLH 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: 35,657 shares; 2025Q2: 73,196 shares; 2025Q3: 72,447 shares; 2025Q4: 14,865 shares; 2026Q1: 8,418 shares; 2026Q2: 8,450 shares 8,450 $848K 0.14% +32 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,319 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $839K 0.13% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,738 shares; 2024Q4: 28,890 shares; 2025Q1: 28,908 shares; 2025Q2: 5,335 shares; 2025Q3: 5,337 shares; 2025Q4: 4,694 shares; 2026Q1: 5,032 shares; 2026Q2: 5,042 shares 5,042 $828K 0.13% +10 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: 350,723 shares; 2024Q4: 343,865 shares; 2025Q1: 175,614 shares; 2025Q2: 332,426 shares; 2025Q3: 213,691 shares; 2025Q4: 162,122 shares; 2026Q1: 46,969 shares; 2026Q2: 10,540 shares 10,540 $807K 0.13% -36,429 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: 5,761 shares; 2024Q4: 5,848 shares; 2025Q1: 5,854 shares; 2025Q2: 5,780 shares; 2025Q3: 6,764 shares; 2025Q4: 7,020 shares; 2026Q1: 7,143 shares; 2026Q2: 7,061 shares 7,061 $800K 0.13% -82 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,939 shares; 2024Q4: 16,939 shares; 2025Q1: 16,939 shares; 2025Q2: 16,939 shares; 2025Q3: 18,030 shares; 2025Q4: 18,026 shares; 2026Q1: 18,026 shares; 2026Q2: 18,026 shares 18,026 $800K 0.13% 0 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: 2,186 shares; 2024Q4: 2,120 shares; 2025Q1: 2,101 shares; 2025Q2: 2,188 shares; 2025Q3: 2,189 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares; 2026Q2: 2,220 shares 2,220 $793K 0.13% -708 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: 5,397 shares; 2024Q4: 9,032 shares; 2025Q1: 8,207 shares; 2025Q2: 6,412 shares; 2025Q3: 4,304 shares; 2025Q4: 4,419 shares; 2026Q1: 4,350 shares; 2026Q2: 3,337 shares 3,337 $790K 0.13% -1,013 Timeline URA 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: 18,156 shares; 2024Q4: 19,931 shares; 2025Q1: 20,759 shares; 2025Q2: 20,309 shares; 2025Q3: 19,434 shares; 2025Q4: 16,479 shares; 2026Q1: 15,959 shares; 2026Q2: 17,909 shares 17,909 $783K 0.13% +1,950 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,017 shares; 2024Q4: 45,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,767 shares; 2025Q4: 67,642 shares; 2026Q1: 69,742 shares; 2026Q2: 69,301 shares 69,301 $757K 0.12% -441 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,802 shares; 2024Q4: 4,588 shares; 2025Q1: 5,890 shares; 2025Q2: 6,166 shares; 2025Q3: 10,838 shares; 2025Q4: 13,797 shares; 2026Q1: 8,117 shares; 2026Q2: 6,026 shares 6,026 $734K 0.12% -2,091 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,405 shares; 2024Q4: 8,505 shares; 2025Q1: 8,460 shares; 2025Q2: 7,285 shares; 2025Q3: 7,095 shares; 2025Q4: 6,010 shares; 2026Q1: 5,180 shares; 2026Q2: 50,850 shares 50,850 $719K 0.12% +45,670 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,778 shares; 2026Q1: 7,750 shares; 2026Q2: 12,050 shares 12,050 $695K 0.11% +4,300 Timeline XLP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,726 shares; 2025Q4: 22,665 shares; 2026Q1: not reported; 2026Q2: 8,270 shares 8,270 $687K 0.11% new 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: 17,553 shares; 2024Q4: 17,393 shares; 2025Q1: 17,865 shares; 2025Q2: 12,440 shares; 2025Q3: 12,640 shares; 2025Q4: 12,290 shares; 2026Q1: 6,015 shares; 2026Q2: 12,695 shares 12,695 $681K 0.11% +6,680 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,837 shares; 2024Q4: 26,837 shares; 2025Q1: 14,087 shares; 2025Q2: 14,237 shares; 2025Q3: 15,257 shares; 2025Q4: 16,907 shares; 2026Q1: 16,407 shares; 2026Q2: 16,407 shares 16,407 $619K 0.1% 0 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: 2,317 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 4,728 shares 4,728 $598K 0.1% -322 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: 11,108 shares; 2024Q4: 11,108 shares; 2025Q1: 11,058 shares; 2025Q2: 11,058 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares; 2026Q1: 10,881 shares; 2026Q2: 10,279 shares 10,279 $592K 0.09% -602 Timeline SILJ 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: 37,843 shares; 2024Q4: 34,380 shares; 2025Q1: 28,530 shares; 2025Q2: 26,605 shares; 2025Q3: 20,840 shares; 2025Q4: 18,626 shares; 2026Q1: 21,371 shares; 2026Q2: 22,796 shares 22,796 $591K 0.09% +1,425 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME 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: not reported; 2026Q1: not reported; 2026Q2: 48,293 shares 48,293 $534K 0.09% new Timeline SIL 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: 16,820 shares; 2024Q4: 15,020 shares; 2025Q1: 11,112 shares; 2025Q2: 8,612 shares; 2025Q3: 7,528 shares; 2025Q4: 7,395 shares; 2026Q1: 6,638 shares; 2026Q2: 6,888 shares 6,888 $534K 0.09% +250 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,695 shares; 2025Q4: 3,435 shares; 2026Q1: 3,436 shares; 2026Q2: 3,511 shares 3,511 $515K 0.08% +75 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,704 shares; 2024Q4: 5,379 shares; 2025Q1: 4,122 shares; 2025Q2: 3,497 shares; 2025Q3: 2,557 shares; 2025Q4: 2,382 shares; 2026Q1: 2,307 shares; 2026Q2: 2,282 shares 2,282 $505K 0.08% -25 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,701 shares; 2024Q4: 16,776 shares; 2025Q1: 16,426 shares; 2025Q2: 16,701 shares; 2025Q3: 16,226 shares; 2025Q4: 9,345 shares; 2026Q1: 5,119 shares; 2026Q2: 4,808 shares 4,808 $495K 0.08% -311 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 reported; 2024Q4: not reported; 2025Q1: 7,319 shares; 2025Q2: 6,940 shares; 2025Q3: 7,036 shares; 2025Q4: 7,201 shares; 2026Q1: 11,530 shares; 2026Q2: 12,171 shares 12,171 $450K 0.07% +641 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: 2,972 shares; 2024Q4: 2,973 shares; 2025Q1: 3,025 shares; 2025Q2: 3,126 shares; 2025Q3: 3,062 shares; 2025Q4: 3,081 shares; 2026Q1: 2,786 shares; 2026Q2: 2,687 shares 2,687 $445K 0.07% -99 Timeline XLC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,910 shares 3,910 $419K 0.07% new 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: 341 shares 341 $393K 0.06% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334 shares; 2024Q4: 3,262 shares; 2025Q1: 2,997 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares; 2026Q2: 2,389 shares 2,389 $391K 0.06% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,163 shares; 2025Q4: 6,867 shares; 2026Q1: 6,867 shares; 2026Q2: 6,867 shares 6,867 $390K 0.06% 0 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,426 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,428 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $386K 0.06% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,260 shares; 2024Q4: 191,397 shares; 2025Q1: 74,395 shares; 2025Q2: 66,205 shares; 2025Q3: 4,012 shares; 2025Q4: 3,143 shares; 2026Q1: 3,058 shares; 2026Q2: 3,058 shares 3,058 $381K 0.06% 0 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,850 shares; 2025Q3: 18,900 shares; 2025Q4: 11,900 shares; 2026Q1: 21,800 shares; 2026Q2: 15,500 shares 15,500 $376K 0.06% -6,300 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: 621 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 643 shares; 2025Q3: 653 shares; 2025Q4: 745 shares; 2026Q1: 746 shares; 2026Q2: 662 shares 662 $373K 0.06% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $354K 0.06% new Timeline EEM 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: 5,188 shares; 2025Q2: 4,488 shares; 2025Q3: 4,328 shares; 2025Q4: 7,178 shares; 2026Q1: 6,153 shares; 2026Q2: 4,913 shares 4,913 $336K 0.05% -1,240 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,334 shares; 2024Q4: 11,584 shares; 2025Q1: 10,334 shares; 2025Q2: 9,634 shares; 2025Q3: 9,634 shares; 2025Q4: 10,434 shares; 2026Q1: 10,150 shares; 2026Q2: 10,400 shares 10,400 $332K 0.05% +250 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,089 shares; 2024Q4: 8,019 shares; 2025Q1: 7,178 shares; 2025Q2: 7,215 shares; 2025Q3: 7,079 shares; 2025Q4: 7,079 shares; 2026Q1: 7,074 shares; 2026Q2: 7,189 shares 7,189 $327K 0.05% +115 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: 750 shares 750 $325K 0.05% new 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: 1,001 shares; 2024Q4: 1,005 shares; 2025Q1: 1,007 shares; 2025Q2: 1,010 shares; 2025Q3: 1,013 shares; 2025Q4: 1,049 shares; 2026Q1: 1,052 shares; 2026Q2: 1,090 shares 1,090 $307K 0.05% +38 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $302K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 249 shares 249 $299K 0.05% +18 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR 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: 20,592 shares 20,592 $296K 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 812 shares; 2026Q1: 791 shares; 2026Q2: 756 shares 756 $292K 0.05% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares; 2025Q4: 4,792 shares; 2026Q1: 3,067 shares; 2026Q2: 3,275 shares 3,275 $285K 0.05% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 555 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $282K 0.05% 0 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: 10,479 shares; 2024Q4: 9,259 shares; 2025Q1: 10,109 shares; 2025Q2: not reported; 2025Q3: 2,209 shares; 2025Q4: 2,284 shares; 2026Q1: 2,754 shares; 2026Q2: 2,794 shares 2,794 $275K 0.04% +40 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,138 shares; 2025Q1: 5,038 shares; 2025Q2: 5,488 shares; 2025Q3: 5,238 shares; 2025Q4: 6,413 shares; 2026Q1: 4,988 shares; 2026Q2: 5,038 shares 5,038 $273K 0.04% +50 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,270 shares; 2024Q4: 22,770 shares; 2025Q1: 19,220 shares; 2025Q2: 19,220 shares; 2025Q3: 19,220 shares; 2025Q4: 19,220 shares; 2026Q1: 19,220 shares; 2026Q2: 19,220 shares 19,220 $272K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 1,061 shares; 2026Q2: 1,063 shares 1,063 $270K 0.04% +2 Timeline CSEN COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,355 shares 11,355 $269K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 991 shares; 2026Q1: 1,106 shares; 2026Q2: 818 shares 818 $268K 0.04% -288 Timeline OEF 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: 25,114 shares; 2025Q2: 25,442 shares; 2025Q3: 65,105 shares; 2025Q4: 64,253 shares; 2026Q1: 1,347 shares; 2026Q2: 727 shares 727 $266K 0.04% -620 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 691 shares 691 $258K 0.04% -225 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,775 shares; 2025Q1: 1,725 shares; 2025Q2: 1,250 shares; 2025Q3: 850 shares; 2025Q4: 866 shares; 2026Q1: 1,166 shares; 2026Q2: 850 shares 850 $255K 0.04% -316 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,550 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 5,850 shares 5,850 $250K 0.04% -350 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: 29,032 shares; 2024Q4: 27,782 shares; 2025Q1: 13,170 shares; 2025Q2: 13,170 shares; 2025Q3: 14,290 shares; 2025Q4: 14,390 shares; 2026Q1: 13,140 shares; 2026Q2: 13,005 shares 13,005 $249K 0.04% -135 Timeline MLPX 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: 6,225 shares; 2024Q4: 6,225 shares; 2025Q1: 5,425 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,300 shares; 2026Q1: 4,025 shares; 2026Q2: 3,375 shares 3,375 $249K 0.04% -650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 768 shares; 2026Q2: 519 shares 519 $248K 0.04% -249 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: 1,832 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,880 shares; 2026Q1: 1,881 shares; 2026Q2: 1,832 shares 1,832 $248K 0.04% -49 Timeline OIH 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: 950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares 665 $247K 0.04% new Timeline RSPH 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: 28,235 shares; 2025Q2: 53,129 shares; 2025Q3: 35,160 shares; 2025Q4: 17,635 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $232K 0.04% 0 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 21,550 shares; 2025Q2: 17,721 shares; 2025Q3: 19,571 shares; 2025Q4: 15,700 shares; 2026Q1: 16,250 shares; 2026Q2: 18,400 shares 18,400 $229K 0.04% +2,150 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: 20,959 shares; 2024Q4: 18,300 shares; 2025Q1: 10,100 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,025 shares; 2026Q1: 7,750 shares; 2026Q2: 5,800 shares 5,800 $213K 0.03% -1,950 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $213K 0.03% new 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: 1,816 shares; 2024Q4: not reported; 2025Q1: 1,816 shares; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $213K 0.03% new 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: not reported; 2026Q2: 196 shares 196 $209K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $206K 0.03% new 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: 829 shares; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 599 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 599 shares 599 $206K 0.03% -108 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,608 shares; 2024Q4: 28,905 shares; 2025Q1: 28,660 shares; 2025Q2: 17,745 shares; 2025Q3: 18,540 shares; 2025Q4: 14,516 shares; 2026Q1: 5,161 shares; 2026Q2: 1,275 shares 1,275 $202K 0.03% -3,886 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171 shares 171 $201K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $201K 0.03% 0 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,530 shares; 2025Q1: 55,101 shares; 2025Q2: 26,580 shares; 2025Q3: 30,650 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 16,850 shares 16,850 $198K 0.03% -150 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,636 shares; 2026Q2: 10,646 shares 10,646 $113K 0.02% +10 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 23,650 shares; 2025Q2: 23,650 shares; 2025Q3: 23,650 shares; 2025Q4: 21,300 shares; 2026Q1: 18,800 shares; 2026Q2: 19,050 shares 19,050 $106K 0.02% +250 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC 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: not reported; 2025Q4: 15,233 shares; 2026Q1: 15,221 shares; 2026Q2: 15,221 shares 15,221 $53.4K 0.01% 0 Timeline XFOR X4 PHARMACEUTICALS INC More: the full row for X4 PHARMACEUTICALS 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: 10,000 shares 10,000 $46.7K 0.01% new Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,025 shares; 2025Q2: 13,525 shares; 2025Q3: 13,525 shares; 2025Q4: 12,525 shares; 2026Q1: 12,525 shares; 2026Q2: 12,525 shares 12,525 $28.9K <0.01% 0 Timeline