IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,896 shares; 2025Q1: 75,909 shares; 2025Q2: 75,705 shares; 2025Q3: 74,169 shares; 2025Q4: 72,922 shares; 2026Q1: 7,574 shares; 2026Q2: 74,832 shares 74,832 $56M 8.94% +67,258 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,777 shares; 2025Q1: 45,867 shares; 2025Q2: 47,812 shares; 2025Q3: 47,731 shares; 2025Q4: 47,434 shares; 2026Q1: 49,186 shares; 2026Q2: 49,211 shares 49,211 $36.3M 5.79% +25 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,080 shares; 2025Q1: 4,172 shares; 2025Q2: 41,932 shares; 2025Q3: 41,966 shares; 2025Q4: 41,862 shares; 2026Q1: 44,295 shares; 2026Q2: 44,125 shares 44,125 $33M 5.26% -170 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167,810 shares; 2025Q1: 168,911 shares; 2025Q2: 171,236 shares; 2025Q3: 172,141 shares; 2025Q4: 160,492 shares; 2026Q1: 159,751 shares; 2026Q2: 158,101 shares 158,101 $23.4M 3.74% -1,650 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: not loaded; 2024Q4: 294,565 shares; 2025Q1: 304,151 shares; 2025Q2: 305,304 shares; 2025Q3: 304,196 shares; 2025Q4: 300,576 shares; 2026Q1: 301,168 shares; 2026Q2: 300,185 shares 300,185 $23.1M 3.69% -983 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,668 shares; 2025Q1: 58,532 shares; 2025Q2: 57,956,620 shares; 2025Q3: 59,155 shares; 2025Q4: 58,697 shares; 2026Q1: 57,187 shares; 2026Q2: 61,906 shares 61,906 $17.9M 2.86% +4,719 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 642 shares; 2025Q4: 1,376 shares; 2026Q1: 1,277 shares; 2026Q2: 31,141 shares 31,141 $13.6M 2.18% +29,864 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,896 shares; 2025Q1: 70,972 shares; 2025Q2: 70,708 shares; 2025Q3: 74,207 shares; 2025Q4: 71,394 shares; 2026Q1: 74,436 shares; 2026Q2: 83,860 shares 83,860 $11.5M 1.84% +9,424 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,271 shares; 2025Q1: 27,196 shares; 2025Q2: 28,445 shares; 2025Q3: 29,956 shares; 2025Q4: 31,356 shares; 2026Q1: 29,950 shares; 2026Q2: 37,972 shares 37,972 $7.6M 1.21% +8,022 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,869 shares; 2025Q1: 15,092 shares; 2025Q2: 16,607 shares; 2025Q3: 16,590 shares; 2025Q4: 17,091 shares; 2026Q1: 17,788 shares; 2026Q2: 18,287 shares 18,287 $6.77M 1.08% +499 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,305 shares; 2025Q1: 41,633 shares; 2025Q2: 50,355 shares; 2025Q3: 59,157 shares; 2025Q4: 77,100 shares; 2026Q1: 88,070 shares; 2026Q2: 140,955 shares 140,955 $6.65M 1.06% +52,885 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: not loaded; 2024Q4: 19,027 shares; 2025Q1: 25,828 shares; 2025Q2: 28,333 shares; 2025Q3: 31,014 shares; 2025Q4: 43,480 shares; 2026Q1: 46,709 shares; 2026Q2: 80,575 shares 80,575 $6.53M 1.04% +33,866 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: not loaded; 2024Q4: 48,888 shares; 2025Q1: 61,452 shares; 2025Q2: 56,941 shares; 2025Q3: 74,601 shares; 2025Q4: 69,824 shares; 2026Q1: 70,671 shares; 2026Q2: 66,208 shares 66,208 $6.39M 1.02% -4,463 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: not loaded; 2024Q4: 8,980 shares; 2025Q1: 9,295 shares; 2025Q2: 10,054 shares; 2025Q3: 10,364 shares; 2025Q4: 10,670 shares; 2026Q1: 11,199 shares; 2026Q2: 11,657 shares 11,657 $6.09M 0.97% +458 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109,103 shares; 2025Q1: 109,700 shares; 2025Q2: 86,813 shares; 2025Q3: 91,810 shares; 2025Q4: 91,926 shares; 2026Q1: 96,476 shares; 2026Q2: 96,674 shares 96,674 $6M 0.96% +198 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,129 shares; 2025Q1: 12,795 shares; 2025Q2: 12,784 shares; 2025Q3: 13,308 shares; 2025Q4: 13,784 shares; 2026Q1: 13,065 shares; 2026Q2: 16,329 shares 16,329 $5.84M 0.93% +3,264 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 loaded; 2024Q4: 5,048 shares; 2025Q1: not reported; 2025Q2: 10,207 shares; 2025Q3: 11,864 shares; 2025Q4: 11,505 shares; 2026Q1: 13,145 shares; 2026Q2: 84,439 shares 84,439 $5.78M 0.92% +71,294 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,309 shares; 2025Q1: 18,320 shares; 2025Q2: 18,934 shares; 2025Q3: 21,176 shares; 2025Q4: 19,832 shares; 2026Q1: 20,488 shares; 2026Q2: 23,320 shares 23,320 $5.56M 0.89% +2,832 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,615 shares; 2026Q2: 122,402 shares 122,402 $4.91M 0.78% +44,787 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,989 shares; 2025Q1: 108,224 shares; 2025Q2: 113,779 shares; 2025Q3: 95,751 shares; 2025Q4: 96,421 shares; 2026Q1: 101,332 shares; 2026Q2: 106,321 shares 106,321 $4.84M 0.77% +4,989 Timeline DFLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,338 shares; 2026Q1: 104,639 shares; 2026Q2: 121,791 shares 121,791 $4.82M 0.77% +17,152 Timeline SPYM 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 loaded; 2024Q4: 9,617 shares; 2025Q1: 10,541 shares; 2025Q2: 9,938 shares; 2025Q3: 13,865 shares; 2025Q4: 16,825 shares; 2026Q1: 16,100 shares; 2026Q2: 53,030 shares 53,030 $4.66M 0.74% +36,930 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,857 shares; 2025Q1: 51,704 shares; 2025Q2: 44,269 shares; 2025Q3: 48,430 shares; 2025Q4: 46,800 shares; 2026Q1: 43,147 shares; 2026Q2: 46,859 shares 46,859 $4.64M 0.74% +3,712 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,049 shares; 2025Q1: 8,334 shares; 2025Q2: 8,324 shares; 2025Q3: 8,847 shares; 2025Q4: 8,982 shares; 2026Q1: 8,864 shares; 2026Q2: 11,572 shares 11,572 $4.32M 0.69% +2,708 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,254 shares; 2025Q1: 124,672 shares; 2025Q2: 147,277 shares; 2025Q3: 146,712 shares; 2025Q4: 145,704 shares; 2026Q1: 153,293 shares; 2026Q2: 153,927 shares 153,927 $4.08M 0.65% +634 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,618 shares; 2025Q1: 13,121 shares; 2025Q2: 12,771 shares; 2025Q3: 13,259 shares; 2025Q4: 13,458 shares; 2026Q1: 140,909 shares; 2026Q2: 17,827 shares 17,827 $4.05M 0.65% -123,082 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,699 shares; 2025Q1: 28,447 shares; 2025Q2: 27,995 shares; 2025Q3: 28,027 shares; 2025Q4: 26,890 shares; 2026Q1: 26,824 shares; 2026Q2: 25,711 shares 25,711 $4.02M 0.64% -1,113 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,773 shares; 2025Q1: not reported; 2025Q2: 38,861 shares; 2025Q3: 55,813 shares; 2025Q4: 59,826 shares; 2026Q1: 61,051 shares; 2026Q2: 56,784 shares 56,784 $3.9M 0.62% -4,267 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,221 shares; 2025Q1: 26,544 shares; 2025Q2: 26,589 shares; 2025Q3: 26,909 shares; 2025Q4: 26,751 shares; 2026Q1: 26,862 shares; 2026Q2: 25,939 shares 25,939 $3.75M 0.6% -923 Timeline VOOG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,289 shares 45,289 $3.74M 0.6% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,156 shares; 2025Q1: 39,180 shares; 2025Q2: 35,846 shares; 2025Q3: 36,823 shares; 2025Q4: 36,287 shares; 2026Q1: 35,346 shares; 2026Q2: 33,147 shares 33,147 $3.62M 0.58% -2,199 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,089 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: not reported; 2025Q4: 9,784 shares; 2026Q1: 10,629 shares; 2026Q2: 44,363 shares 44,363 $3.57M 0.57% +33,734 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,728 shares; 2025Q1: 19,398 shares; 2025Q2: 23,647 shares; 2025Q3: 725,657 shares; 2025Q4: 26,225 shares; 2026Q1: 28,336 shares; 2026Q2: 29,195 shares 29,195 $3.54M 0.57% +859 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: not loaded; 2024Q4: 1,691 shares; 2025Q1: 1,328 shares; 2025Q2: 1,615 shares; 2025Q3: 1,734 shares; 2025Q4: 1,744 shares; 2026Q1: 1,699 shares; 2026Q2: 27,783 shares 27,783 $3.45M 0.55% +26,084 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,120 shares; 2025Q1: 5,216 shares; 2025Q2: 5,365 shares; 2025Q3: 5,478 shares; 2025Q4: 5,422 shares; 2026Q1: 9,472 shares; 2026Q2: 9,943 shares 9,943 $3.25M 0.52% +471 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,551 shares; 2026Q2: 52,371 shares 52,371 $3.23M 0.51% +12,820 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 loaded; 2024Q4: 13,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137,574 shares 137,574 $3.13M 0.5% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,541 shares 78,541 $2.98M 0.48% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,648 shares; 2025Q1: 4,419 shares; 2025Q2: 4,344 shares; 2025Q3: 4,512 shares; 2025Q4: 4,209 shares; 2026Q1: 4,527 shares; 2026Q2: 5,939 shares 5,939 $2.97M 0.47% +1,412 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 loaded; 2024Q4: 1,914 shares; 2025Q1: 4,190 shares; 2025Q2: 4,230 shares; 2025Q3: 4,413 shares; 2025Q4: 4,289 shares; 2026Q1: 4,536 shares; 2026Q2: 5,272 shares 5,272 $2.97M 0.47% +736 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 loaded; 2024Q4: 11,138 shares; 2025Q1: 10,408 shares; 2025Q2: 10,148 shares; 2025Q3: 9,964 shares; 2025Q4: 19,891 shares; 2026Q1: 19,130 shares; 2026Q2: 15,143 shares 15,143 $2.89M 0.46% -3,987 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 14,107 shares; 2025Q4: 17,217 shares; 2026Q1: 18,224 shares; 2026Q2: 21,588 shares 21,588 $2.88M 0.46% +3,364 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,594 shares; 2025Q1: 19,426 shares; 2025Q2: 19,552 shares; 2025Q3: 20,047 shares; 2025Q4: 18,820 shares; 2026Q1: 18,961 shares; 2026Q2: 18,875 shares 18,875 $2.87M 0.46% -86 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,989 shares; 2025Q1: 3,545 shares; 2025Q2: 3,747 shares; 2025Q3: 3,754 shares; 2025Q4: 3,720 shares; 2026Q1: 4,459 shares; 2026Q2: 4,920 shares 4,920 $2.86M 0.46% +461 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,718 shares 36,718 $2.79M 0.45% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,316 shares; 2025Q1: 27,932 shares; 2025Q2: 31,883 shares; 2025Q3: 29,510 shares; 2025Q4: 23,749 shares; 2026Q1: 25,732 shares; 2026Q2: 25,460 shares 25,460 $2.79M 0.44% -272 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: not loaded; 2024Q4: 6,622 shares; 2025Q1: 6,980 shares; 2025Q2: 7,101 shares; 2025Q3: 7,473 shares; 2025Q4: 7,536 shares; 2026Q1: 7,791 shares; 2026Q2: 7,845 shares 7,845 $2.77M 0.44% +54 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,744 shares; 2025Q1: 35,500 shares; 2025Q2: 27,606 shares; 2025Q3: 27,470 shares; 2025Q4: 24,399 shares; 2026Q1: 22,341 shares; 2026Q2: 26,192 shares 26,192 $2.7M 0.43% +3,851 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,754 shares; 2025Q1: 55,773 shares; 2025Q2: 47,822 shares; 2025Q3: 58,227 shares; 2025Q4: 57,718 shares; 2026Q1: 55,959 shares; 2026Q2: 55,851 shares 55,851 $2.7M 0.43% -108 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: not loaded; 2024Q4: 9,139 shares; 2025Q1: 9,196 shares; 2025Q2: 9,083 shares; 2025Q3: 9,181 shares; 2025Q4: 8,803 shares; 2026Q1: 8,772 shares; 2026Q2: 8,868 shares 8,868 $2.66M 0.43% +96 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,617 shares; 2025Q1: 107,785 shares; 2025Q2: 124,979 shares; 2025Q3: 102,549 shares; 2025Q4: 104,000 shares; 2026Q1: 53,155 shares; 2026Q2: 83,952 shares 83,952 $2.66M 0.42% +30,797 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,095 shares; 2025Q1: 7,064 shares; 2025Q2: 7,050 shares; 2025Q3: 7,212 shares; 2025Q4: 6,534 shares; 2026Q1: 7,015 shares; 2026Q2: 7,131 shares 7,131 $2.63M 0.42% +116 Timeline GEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,132 shares 50,132 $2.61M 0.42% new 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: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,205 shares; 2025Q2: 4,130 shares; 2025Q3: 3,942 shares; 2025Q4: 3,836 shares; 2026Q1: 3,795 shares; 2026Q2: 3,687 shares 3,687 $2.59M 0.41% -108 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,971 shares; 2025Q3: 3,116 shares; 2025Q4: 2,635 shares; 2026Q1: 2,458 shares; 2026Q2: 2,219 shares 2,219 $2.56M 0.41% -239 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: not loaded; 2024Q4: not reported; 2025Q1: 22,402 shares; 2025Q2: 24,753 shares; 2025Q3: 23,512 shares; 2025Q4: 23,379 shares; 2026Q1: 25,055 shares; 2026Q2: 26,060 shares 26,060 $2.51M 0.4% +1,005 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,441 shares 11,441 $2.51M 0.4% new 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: not loaded; 2024Q4: 9,750 shares; 2025Q1: 16,460 shares; 2025Q2: 16,557 shares; 2025Q3: 16,731 shares; 2025Q4: 17,371 shares; 2026Q1: 16,910 shares; 2026Q2: 17,933 shares 17,933 $2.45M 0.39% +1,023 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,806 shares; 2025Q1: 14,391 shares; 2025Q2: 14,678 shares; 2025Q3: 15,179 shares; 2025Q4: 15,479 shares; 2026Q1: 15,174 shares; 2026Q2: 16,230 shares 16,230 $2.22M 0.35% +1,056 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,396 shares 58,396 $2.2M 0.35% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,859 shares; 2025Q1: 13,809 shares; 2025Q2: 13,564 shares; 2025Q3: 14,779 shares; 2025Q4: 12,479 shares; 2026Q1: 13,997 shares; 2026Q2: 15,373 shares 15,373 $2.15M 0.34% +1,376 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,689 shares; 2025Q1: 90,098 shares; 2025Q2: 93,589 shares; 2025Q3: 83,963 shares; 2025Q4: 57,706 shares; 2026Q1: 57,785 shares; 2026Q2: 57,241 shares 57,241 $2.09M 0.33% -544 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 loaded; 2024Q4: 850 shares; 2025Q1: 1,421 shares; 2025Q2: 1,503 shares; 2025Q3: 1,540 shares; 2025Q4: 1,610 shares; 2026Q1: 1,678 shares; 2026Q2: 1,778 shares 1,778 $2.09M 0.33% +100 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 loaded; 2024Q4: 1,635 shares; 2025Q1: 1,529 shares; 2025Q2: 2,222 shares; 2025Q3: 2,756 shares; 2025Q4: 2,607 shares; 2026Q1: 2,721 shares; 2026Q2: 3,118 shares 3,118 $2.04M 0.33% +397 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,068 shares; 2025Q1: 22,718 shares; 2025Q2: 24,201 shares; 2025Q3: 25,847 shares; 2025Q4: 35,776 shares; 2026Q1: 38,135 shares; 2026Q2: 39,106 shares 39,106 $1.93M 0.31% +971 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,971 shares; 2025Q1: 4,205 shares; 2025Q2: 4,430 shares; 2025Q3: 4,449 shares; 2025Q4: 4,388 shares; 2026Q1: 4,113 shares; 2026Q2: 7,832 shares 7,832 $1.9M 0.3% +3,719 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,675 shares; 2025Q1: 42,206 shares; 2025Q2: 42,936 shares; 2025Q3: 44,537 shares; 2025Q4: 44,573 shares; 2026Q1: 45,476 shares; 2026Q2: 42,909 shares 42,909 $1.85M 0.3% -2,567 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,504 shares; 2026Q2: 18,668 shares 18,668 $1.83M 0.29% +164 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 loaded; 2024Q4: 5,280 shares; 2025Q1: 5,197 shares; 2025Q2: 4,948 shares; 2025Q3: 4,985 shares; 2025Q4: 5,050 shares; 2026Q1: 4,840 shares; 2026Q2: 5,102 shares 5,102 $1.75M 0.28% +262 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,765 shares 21,765 $1.72M 0.28% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,655 shares; 2025Q1: 19,002 shares; 2025Q2: 19,979 shares; 2025Q3: 19,988 shares; 2025Q4: 20,016 shares; 2026Q1: 20,575 shares; 2026Q2: 20,851 shares 20,851 $1.7M 0.27% +276 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,673 shares; 2025Q1: 3,985 shares; 2025Q2: 4,033 shares; 2025Q3: 4,499 shares; 2025Q4: 4,844 shares; 2026Q1: 3,163 shares; 2026Q2: 4,431 shares 4,431 $1.68M 0.27% +1,268 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,425 shares; 2025Q1: 52,782 shares; 2025Q2: 48,870 shares; 2025Q3: 41,640 shares; 2025Q4: 40,343 shares; 2026Q1: 26,927 shares; 2026Q2: 26,717 shares 26,717 $1.66M 0.27% -210 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,450 shares; 2025Q1: 45,450 shares; 2025Q2: 91,720 shares; 2025Q3: 101,587 shares; 2025Q4: 179,370 shares; 2026Q1: 213,222 shares; 2026Q2: 175,587 shares 175,587 $1.62M 0.26% -37,635 Timeline CEF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,610 shares 39,610 $1.59M 0.25% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,803 shares; 2025Q4: 5,395 shares; 2026Q1: 5,776 shares; 2026Q2: 8,193 shares 8,193 $1.57M 0.25% +2,417 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,263 shares; 2025Q1: 3,551 shares; 2025Q2: 3,892 shares; 2025Q3: 4,004 shares; 2025Q4: 4,009 shares; 2026Q1: 4,111 shares; 2026Q2: 4,292 shares 4,292 $1.57M 0.25% +181 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: not loaded; 2024Q4: 10,267 shares; 2025Q1: 9,580 shares; 2025Q2: 12,530 shares; 2025Q3: 13,155 shares; 2025Q4: 13,110 shares; 2026Q1: 12,436 shares; 2026Q2: 14,898 shares 14,898 $1.55M 0.25% +2,462 Timeline MOAT 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 loaded; 2024Q4: 11,814 shares; 2025Q1: 14,974 shares; 2025Q2: 14,125 shares; 2025Q3: 14,455 shares; 2025Q4: 14,263 shares; 2026Q1: 14,463 shares; 2026Q2: 14,757 shares 14,757 $1.53M 0.24% +294 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 loaded; 2024Q4: 6,297 shares; 2025Q1: 6,327 shares; 2025Q2: 6,496 shares; 2025Q3: 6,645 shares; 2025Q4: 6,580 shares; 2026Q1: 6,424 shares; 2026Q2: 6,073 shares 6,073 $1.53M 0.24% -351 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,647 shares; 2025Q1: 10,673 shares; 2025Q2: 10,849 shares; 2025Q3: 10,445 shares; 2025Q4: 10,753 shares; 2026Q1: 10,469 shares; 2026Q2: 13,029 shares 13,029 $1.53M 0.24% +2,560 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,170 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,978 shares 14,978 $1.53M 0.24% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,244 shares; 2025Q1: 14,371 shares; 2025Q2: 8,639 shares; 2025Q3: 21,016 shares; 2025Q4: 21,987 shares; 2026Q1: 23,033 shares; 2026Q2: 24,874 shares 24,874 $1.53M 0.24% +1,841 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,290 shares; 2025Q2: 36,337 shares; 2025Q3: 36,682 shares; 2025Q4: 36,223 shares; 2026Q1: 37,582 shares; 2026Q2: 37,269 shares 37,269 $1.53M 0.24% -313 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 loaded; 2024Q4: 1,870 shares; 2025Q1: 2,745 shares; 2025Q2: 2,709 shares; 2025Q3: 2,659 shares; 2025Q4: 2,317 shares; 2026Q1: 3,271 shares; 2026Q2: 3,622 shares 3,622 $1.52M 0.24% +351 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 1,595 shares; 2025Q2: 2,301 shares; 2025Q3: 2,568 shares; 2025Q4: 1,713 shares; 2026Q1: 3,856 shares; 2026Q2: 2,215 shares 2,215 $1.52M 0.24% -1,641 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,614 shares; 2025Q3: 24,176 shares; 2025Q4: 28,687 shares; 2026Q1: 31,589 shares; 2026Q2: 35,870 shares 35,870 $1.49M 0.24% +4,281 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,839 shares 15,839 $1.48M 0.24% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,179 shares; 2025Q1: 32,456 shares; 2025Q2: 22,930 shares; 2025Q3: 22,912 shares; 2025Q4: 24,345 shares; 2026Q1: 24,963 shares; 2026Q2: 26,136 shares 26,136 $1.48M 0.24% +1,173 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares; 2026Q2: 48,777 shares 48,777 $1.47M 0.23% +42,077 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,740 shares; 2025Q1: 8,694 shares; 2025Q2: 8,641 shares; 2025Q3: not reported; 2025Q4: 9,674 shares; 2026Q1: 10,675 shares; 2026Q2: 12,431 shares 12,431 $1.46M 0.23% +1,756 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,732 shares; 2025Q1: 2,963 shares; 2025Q2: 2,990 shares; 2025Q3: 3,202 shares; 2025Q4: 3,125 shares; 2026Q1: 4,105 shares; 2026Q2: 4,194 shares 4,194 $1.44M 0.23% +89 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,663 shares; 2025Q3: 78,414 shares; 2025Q4: 78,077 shares; 2026Q1: 67,683 shares; 2026Q2: 68,838 shares 68,838 $1.44M 0.23% +1,155 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,401 shares; 2025Q1: 30,175 shares; 2025Q2: 30,605 shares; 2025Q3: 16,932 shares; 2025Q4: 24,512 shares; 2026Q1: 25,906 shares; 2026Q2: 26,542 shares 26,542 $1.41M 0.23% +636 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,594 shares; 2025Q1: 6,434 shares; 2025Q2: 6,243 shares; 2025Q3: 6,602 shares; 2025Q4: 6,589 shares; 2026Q1: 7,751 shares; 2026Q2: 12,375 shares 12,375 $1.4M 0.22% +4,624 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: not loaded; 2024Q4: 3,674 shares; 2025Q1: 3,491 shares; 2025Q2: 3,854 shares; 2025Q3: 3,942 shares; 2025Q4: 3,972 shares; 2026Q1: 3,954 shares; 2026Q2: 5,128 shares 5,128 $1.39M 0.22% +1,174 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,496 shares; 2025Q1: 26,031 shares; 2025Q2: 23,865 shares; 2025Q3: 23,416 shares; 2025Q4: 16,248 shares; 2026Q1: 16,907 shares; 2026Q2: 18,592 shares 18,592 $1.37M 0.22% +1,685 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 532 shares; 2025Q4: 517 shares; 2026Q1: 554 shares; 2026Q2: 1,278 shares 1,278 $1.36M 0.22% +724 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,387 shares; 2025Q1: 3,229 shares; 2025Q2: 3,242 shares; 2025Q3: 3,301 shares; 2025Q4: 3,203 shares; 2026Q1: 3,288 shares; 2026Q2: 3,595 shares 3,595 $1.34M 0.21% +307 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,503 shares 39,503 $1.32M 0.21% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,143 shares; 2025Q1: 3,279 shares; 2025Q2: 3,751 shares; 2025Q3: 4,059 shares; 2025Q4: 4,024 shares; 2026Q1: 4,100 shares; 2026Q2: 4,279 shares 4,279 $1.31M 0.21% +179 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,655 shares 11,655 $1.31M 0.21% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,084 shares; 2025Q1: 8,619 shares; 2025Q2: 8,886 shares; 2025Q3: 10,254 shares; 2025Q4: 14,761 shares; 2026Q1: 15,867 shares; 2026Q2: 14,526 shares 14,526 $1.3M 0.21% -1,341 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,725 shares; 2025Q1: 49,557 shares; 2025Q2: 72,278 shares; 2025Q3: 64,872 shares; 2025Q4: 63,205 shares; 2026Q1: 50,935 shares; 2026Q2: 51,934 shares 51,934 $1.29M 0.21% +999 Timeline DYNF 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 loaded; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 9,563 shares; 2025Q3: 9,266 shares; 2025Q4: 9,232 shares; 2026Q1: 11,485 shares; 2026Q2: 18,833 shares 18,833 $1.28M 0.2% +7,348 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,211 shares 8,211 $1.27M 0.2% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,643 shares; 2025Q1: 28,222 shares; 2025Q2: 28,971 shares; 2025Q3: 20,118 shares; 2025Q4: 21,077 shares; 2026Q1: 21,722 shares; 2026Q2: 16,062 shares 16,062 $1.27M 0.2% -5,660 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,149 shares; 2025Q1: 3,974 shares; 2025Q2: 4,104 shares; 2025Q3: 4,221 shares; 2025Q4: 3,972 shares; 2026Q1: 4,063 shares; 2026Q2: 4,492 shares 4,492 $1.26M 0.2% +429 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,949 shares; 2025Q3: 11,994 shares; 2025Q4: 11,937 shares; 2026Q1: not reported; 2026Q2: 11,966 shares 11,966 $1.24M 0.2% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,143 shares; 2025Q1: 46,948 shares; 2025Q2: 46,654 shares; 2025Q3: 43,360 shares; 2025Q4: 43,118 shares; 2026Q1: 44,528 shares; 2026Q2: 25,409 shares 25,409 $1.24M 0.2% -19,119 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,327 shares; 2026Q2: 19,115 shares 19,115 $1.21M 0.19% +10,788 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 606 shares; 2025Q2: 932 shares; 2025Q3: 764 shares; 2025Q4: 648 shares; 2026Q1: 706 shares; 2026Q2: 990 shares 990 $1.19M 0.19% +284 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,139 shares 10,139 $1.19M 0.19% new Timeline GSC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,054 shares 17,054 $1.18M 0.19% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,274 shares; 2025Q1: 2,413 shares; 2025Q2: 2,499 shares; 2025Q3: 2,566 shares; 2025Q4: 2,483 shares; 2026Q1: 2,342 shares; 2026Q2: 3,322 shares 3,322 $1.17M 0.19% +980 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,792 shares; 2025Q1: 5,932 shares; 2025Q2: 6,251 shares; 2025Q3: 6,046 shares; 2025Q4: 5,914 shares; 2026Q1: 5,655 shares; 2026Q2: 6,140 shares 6,140 $1.17M 0.19% +485 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,669 shares; 2025Q1: 6,232 shares; 2025Q2: 6,015 shares; 2025Q3: 5,861 shares; 2025Q4: 5,754 shares; 2026Q1: 5,540 shares; 2026Q2: 6,513 shares 6,513 $1.16M 0.19% +973 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,056 shares 7,056 $1.16M 0.19% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,039 shares; 2025Q1: 1,048 shares; 2025Q2: 1,072 shares; 2025Q3: 1,117 shares; 2025Q4: 1,175 shares; 2026Q1: 1,075 shares; 2026Q2: 1,226 shares 1,226 $1.15M 0.18% +151 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 loaded; 2024Q4: 3,209 shares; 2025Q1: 5,269 shares; 2025Q2: 5,242 shares; 2025Q3: 5,178 shares; 2025Q4: 2,960 shares; 2026Q1: 2,831 shares; 2026Q2: 5,229 shares 5,229 $1.14M 0.18% +2,398 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,026 shares 38,026 $1.13M 0.18% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 470 shares; 2025Q1: 485 shares; 2025Q2: 549 shares; 2025Q3: 550 shares; 2025Q4: 590 shares; 2026Q1: 631 shares; 2026Q2: 1,113 shares 1,113 $1.13M 0.18% +482 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 9,921 shares; 2025Q2: 9,904 shares; 2025Q3: 11,956 shares; 2025Q4: 12,688 shares; 2026Q1: 12,155 shares; 2026Q2: 12,137 shares 12,137 $1.12M 0.18% -18 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,461 shares; 2025Q1: 43,123 shares; 2025Q2: 44,011 shares; 2025Q3: 42,501 shares; 2025Q4: 14,761 shares; 2026Q1: 10,239 shares; 2026Q2: 19,795 shares 19,795 $1.11M 0.18% +9,556 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,508 shares 14,508 $1.1M 0.17% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,944 shares; 2025Q1: 9,286 shares; 2025Q2: 9,070 shares; 2025Q3: 8,554 shares; 2025Q4: 9,698 shares; 2026Q1: 11,562 shares; 2026Q2: 23,521 shares 23,521 $1.09M 0.17% +11,959 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,797 shares; 2025Q1: 15,361 shares; 2025Q2: 14,970 shares; 2025Q3: 15,714 shares; 2025Q4: 14,092 shares; 2026Q1: 17,921 shares; 2026Q2: 21,161 shares 21,161 $1.07M 0.17% +3,240 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,291 shares; 2025Q4: 17,174 shares; 2026Q1: 19,659 shares; 2026Q2: 21,401 shares 21,401 $1.05M 0.17% +1,742 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,046 shares 11,046 $1.05M 0.17% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,574 shares; 2025Q1: 10,301 shares; 2025Q2: 9,878 shares; 2025Q3: 9,761 shares; 2025Q4: 8,372 shares; 2026Q1: 9,250 shares; 2026Q2: 8,933 shares 8,933 $1.05M 0.17% -317 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,238 shares 55,238 $1.04M 0.17% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,132 shares; 2025Q1: 6,526 shares; 2025Q2: 4,139 shares; 2025Q3: 5,838 shares; 2025Q4: 7,052 shares; 2026Q1: 6,653 shares; 2026Q2: 8,103 shares 8,103 $1.04M 0.17% +1,450 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,137 shares 41,137 $1.03M 0.16% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,752 shares; 2025Q1: 35,369 shares; 2025Q2: 38,951 shares; 2025Q3: 39,622 shares; 2025Q4: 37,113 shares; 2026Q1: 41,839 shares; 2026Q2: 41,916 shares 41,916 $1.02M 0.16% +77 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,412 shares; 2025Q1: 34,804 shares; 2025Q2: 34,687 shares; 2025Q3: 35,085 shares; 2025Q4: 33,736 shares; 2026Q1: 34,118 shares; 2026Q2: 34,201 shares 34,201 $1M 0.16% +83 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,755 shares; 2025Q4: 2,148 shares; 2026Q1: 2,228 shares; 2026Q2: 4,002 shares 4,002 $992K 0.16% +1,774 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,787 shares; 2026Q1: 18,801 shares; 2026Q2: 17,803 shares 17,803 $952K 0.15% -998 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,044 shares 70,044 $948K 0.15% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,075 shares 21,075 $940K 0.15% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 891 shares; 2025Q1: 1,080 shares; 2025Q2: 969 shares; 2025Q3: 992 shares; 2025Q4: 999 shares; 2026Q1: 991 shares; 2026Q2: 7,854 shares 7,854 $939K 0.15% +6,863 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,623 shares; 2025Q1: 1,788 shares; 2025Q2: 2,380 shares; 2025Q3: 2,974 shares; 2025Q4: 2,766 shares; 2026Q1: 2,742 shares; 2026Q2: 2,984 shares 2,984 $904K 0.14% +242 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,932 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,670 shares 8,670 $901K 0.14% new 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 loaded; 2024Q4: 3,239 shares; 2025Q1: 2,652 shares; 2025Q2: 2,653 shares; 2025Q3: 3,236 shares; 2025Q4: 2,290 shares; 2026Q1: 2,247 shares; 2026Q2: 2,463 shares 2,463 $901K 0.14% +216 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,529 shares; 2025Q1: 11,025 shares; 2025Q2: 10,458 shares; 2025Q3: 11,119 shares; 2025Q4: 16,498 shares; 2026Q1: 17,520 shares; 2026Q2: 11,880 shares 11,880 $900K 0.14% -5,640 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,696 shares; 2025Q1: 4,595 shares; 2025Q2: 5,380 shares; 2025Q3: 6,665 shares; 2025Q4: 7,199 shares; 2026Q1: 7,358 shares; 2026Q2: 7,813 shares 7,813 $895K 0.14% +455 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,029 shares 32,029 $895K 0.14% new 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: not loaded; 2024Q4: 16,204 shares; 2025Q1: 6,094 shares; 2025Q2: 5,803 shares; 2025Q3: 6,509 shares; 2025Q4: 8,965 shares; 2026Q1: 7,008 shares; 2026Q2: 4,137 shares 4,137 $881K 0.14% -2,871 Timeline PAAA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,303 shares; 2025Q4: 20,538 shares; 2026Q1: 20,501 shares; 2026Q2: 16,983 shares 16,983 $871K 0.14% -3,518 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,132 shares; 2025Q1: 2,973 shares; 2025Q2: 3,137 shares; 2025Q3: 3,337 shares; 2025Q4: 3,297 shares; 2026Q1: 3,184 shares; 2026Q2: 3,037 shares 3,037 $868K 0.14% -147 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: not loaded; 2024Q4: 3,849 shares; 2025Q1: 3,689 shares; 2025Q2: 3,712 shares; 2025Q3: 4,946 shares; 2025Q4: 3,483 shares; 2026Q1: 3,568 shares; 2026Q2: 3,404 shares 3,404 $856K 0.14% -164 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 1,437 shares; 2025Q2: 1,041 shares; 2025Q3: 1,388 shares; 2025Q4: 1,036 shares; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $848K 0.14% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,510 shares; 2025Q1: 21,879 shares; 2025Q2: 22,316 shares; 2025Q3: 21,186 shares; 2025Q4: 18,626 shares; 2026Q1: 20,141 shares; 2026Q2: 19,829 shares 19,829 $839K 0.13% -312 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,891 shares; 2025Q1: 16,192 shares; 2025Q2: 19,471 shares; 2025Q3: 13,894 shares; 2025Q4: 13,283 shares; 2026Q1: 16,280 shares; 2026Q2: 16,319 shares 16,319 $838K 0.13% +39 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: not loaded; 2024Q4: 2,970 shares; 2025Q1: 3,050 shares; 2025Q2: 3,195 shares; 2025Q3: 6,012 shares; 2025Q4: 5,490 shares; 2026Q1: 4,585 shares; 2026Q2: 3,803 shares 3,803 $834K 0.13% -782 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,527 shares; 2025Q1: 13,997 shares; 2025Q2: 13,993 shares; 2025Q3: 14,358 shares; 2025Q4: 14,981 shares; 2026Q1: 15,315 shares; 2026Q2: 13,718 shares 13,718 $819K 0.13% -1,597 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: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,669 shares; 2025Q2: 1,714 shares; 2025Q3: 1,707 shares; 2025Q4: 1,693 shares; 2026Q1: 1,614 shares; 2026Q2: 2,255 shares 2,255 $817K 0.13% +641 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,729 shares 27,729 $810K 0.13% new Timeline SPAB 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 loaded; 2024Q4: 37,272 shares; 2025Q1: 39,445 shares; 2025Q2: 37,870 shares; 2025Q3: 37,413 shares; 2025Q4: 35,714 shares; 2026Q1: 37,150 shares; 2026Q2: 31,515 shares 31,515 $804K 0.13% -5,635 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,827 shares 3,827 $798K 0.13% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 5,141 shares; 2025Q2: 5,045 shares; 2025Q3: 5,207 shares; 2025Q4: 4,929 shares; 2026Q1: 4,728 shares; 2026Q2: 5,382 shares 5,382 $795K 0.13% +654 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,402 shares 23,402 $790K 0.13% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,256 shares; 2025Q1: 2,334 shares; 2025Q2: 2,718 shares; 2025Q3: 2,783 shares; 2025Q4: 2,117 shares; 2026Q1: 2,745 shares; 2026Q2: 4,739 shares 4,739 $786K 0.13% +1,994 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,265 shares; 2025Q1: 9,691 shares; 2025Q2: 9,344 shares; 2025Q3: 10,083 shares; 2025Q4: 9,418 shares; 2026Q1: 10,278 shares; 2026Q2: 10,856 shares 10,856 $781K 0.12% +578 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,467 shares; 2025Q1: 12,458 shares; 2025Q2: 12,481 shares; 2025Q3: 11,778 shares; 2025Q4: 11,648 shares; 2026Q1: 11,723 shares; 2026Q2: 6,615 shares 6,615 $779K 0.12% -5,108 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,515 shares; 2025Q1: 12,232 shares; 2025Q2: 13,924 shares; 2025Q3: 14,688 shares; 2025Q4: 15,417 shares; 2026Q1: 15,917 shares; 2026Q2: 15,909 shares 15,909 $769K 0.12% -8 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,428 shares; 2025Q1: 8,781 shares; 2025Q2: 9,447 shares; 2025Q3: 9,425 shares; 2025Q4: 7,764 shares; 2026Q1: 7,745 shares; 2026Q2: 7,776 shares 7,776 $749K 0.12% +31 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,821 shares 14,821 $747K 0.12% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,275 shares; 2025Q1: 11,452 shares; 2025Q2: 10,165 shares; 2025Q3: 10,124 shares; 2025Q4: 8,163 shares; 2026Q1: 7,225 shares; 2026Q2: 7,710 shares 7,710 $744K 0.12% +485 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,050 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,108 shares 1,108 $739K 0.12% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,834 shares; 2025Q1: 2,333 shares; 2025Q2: 2,189 shares; 2025Q3: 2,310 shares; 2025Q4: 2,260 shares; 2026Q1: 2,438 shares; 2026Q2: 2,908 shares 2,908 $738K 0.12% +470 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,315 shares; 2025Q4: 21,630 shares; 2026Q1: 21,846 shares; 2026Q2: 22,875 shares 22,875 $733K 0.12% +1,029 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,461 shares; 2025Q1: 1,458 shares; 2025Q2: 1,588 shares; 2025Q3: 1,710 shares; 2025Q4: 1,521 shares; 2026Q1: 1,420 shares; 2026Q2: 8,405 shares 8,405 $724K 0.12% +6,985 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,547 shares; 2025Q1: 9,662 shares; 2025Q2: 8,753 shares; 2025Q3: 9,031 shares; 2025Q4: 9,224 shares; 2026Q1: 8,740 shares; 2026Q2: 11,200 shares 11,200 $723K 0.12% +2,460 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,782 shares 33,782 $719K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 721 shares; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $710K 0.11% new Timeline SPSB 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 loaded; 2024Q4: 18,503 shares; 2025Q1: 37,615 shares; 2025Q2: 37,625 shares; 2025Q3: 28,551 shares; 2025Q4: 26,596 shares; 2026Q1: 25,904 shares; 2026Q2: 23,670 shares 23,670 $710K 0.11% -2,234 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,944 shares 10,944 $710K 0.11% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,648 shares; 2025Q1: 15,296 shares; 2025Q2: 15,846 shares; 2025Q3: 15,786 shares; 2025Q4: 15,430 shares; 2026Q1: 15,430 shares; 2026Q2: 14,304 shares 14,304 $709K 0.11% -1,126 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,954 shares; 2025Q3: 13,294 shares; 2025Q4: 5,291 shares; 2026Q1: 12,310 shares; 2026Q2: 9,111 shares 9,111 $688K 0.11% -3,199 Timeline XYLD 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 loaded; 2024Q4: 10,591 shares; 2025Q1: 12,466 shares; 2025Q2: 13,023 shares; 2025Q3: 14,076 shares; 2025Q4: 15,471 shares; 2026Q1: 15,777 shares; 2026Q2: 16,787 shares 16,787 $685K 0.11% +1,010 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,650 shares; 2026Q1: 13,461 shares; 2026Q2: 13,719 shares 13,719 $680K 0.11% +258 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 798 shares; 2025Q1: 916 shares; 2025Q2: 891 shares; 2025Q3: 999 shares; 2025Q4: 1,146 shares; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $678K 0.11% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,464 shares 5,464 $673K 0.11% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,849 shares; 2025Q1: 3,340 shares; 2025Q2: 2,862 shares; 2025Q3: 3,303 shares; 2025Q4: 2,889 shares; 2026Q1: 2,904 shares; 2026Q2: 3,717 shares 3,717 $672K 0.11% +813 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,606 shares 10,606 $667K 0.11% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,570 shares; 2025Q1: 6,535 shares; 2025Q2: 8,733 shares; 2025Q3: 7,194 shares; 2025Q4: 7,093 shares; 2026Q1: 7,773 shares; 2026Q2: 5,573 shares 5,573 $663K 0.11% -2,200 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,303 shares; 2025Q1: 7,987 shares; 2025Q2: 7,954 shares; 2025Q3: 7,914 shares; 2025Q4: 7,602 shares; 2026Q1: 7,993 shares; 2026Q2: 7,500 shares 7,500 $658K 0.11% -493 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,543 shares 17,543 $652K 0.1% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,398 shares 6,398 $652K 0.1% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,069 shares; 2025Q1: 4,766 shares; 2025Q2: 10,379 shares; 2025Q3: 15,346 shares; 2025Q4: 14,561 shares; 2026Q1: 11,288 shares; 2026Q2: 10,886 shares 10,886 $650K 0.1% -402 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,728 shares 18,728 $642K 0.1% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,467 shares 44,467 $628K 0.1% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,955 shares; 2025Q2: 33,880 shares; 2025Q3: 33,977 shares; 2025Q4: 28,343 shares; 2026Q1: 28,281 shares; 2026Q2: 15,648 shares 15,648 $627K 0.1% -12,633 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,820 shares 2,820 $623K 0.1% new 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: not loaded; 2024Q4: 1,673 shares; 2025Q1: 1,619 shares; 2025Q2: 1,519 shares; 2025Q3: 1,731 shares; 2025Q4: 1,738 shares; 2026Q1: 1,784 shares; 2026Q2: 1,447 shares 1,447 $617K 0.1% -337 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,357 shares; 2025Q1: 6,701 shares; 2025Q2: 6,791 shares; 2025Q3: 6,992 shares; 2025Q4: 7,085 shares; 2026Q1: 7,377 shares; 2026Q2: 7,718 shares 7,718 $617K 0.1% +341 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,136 shares; 2025Q1: 5,227 shares; 2025Q2: 3,715 shares; 2025Q3: 3,526 shares; 2025Q4: 2,959 shares; 2026Q1: 3,211 shares; 2026Q2: 5,286 shares 5,286 $617K 0.1% +2,075 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,851 shares; 2025Q3: 3,307 shares; 2025Q4: 3,218 shares; 2026Q1: 3,221 shares; 2026Q2: 2,378 shares 2,378 $607K 0.1% -843 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 loaded; 2024Q4: 18,503 shares; 2025Q1: not reported; 2025Q2: 5,672 shares; 2025Q3: not reported; 2025Q4: 6,159 shares; 2026Q1: 6,159 shares; 2026Q2: 10,372 shares 10,372 $598K 0.1% +4,213 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 9,293 shares; 2025Q2: 9,068 shares; 2025Q3: 5,328 shares; 2025Q4: 4,856 shares; 2026Q1: 4,924 shares; 2026Q2: 7,165 shares 7,165 $594K 0.09% +2,241 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,462 shares; 2025Q1: 1,497 shares; 2025Q2: 1,701 shares; 2025Q3: 1,353 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 805 shares 805 $575K 0.09% -496 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,782 shares; 2026Q1: 1,982 shares; 2026Q2: 3,407 shares 3,407 $574K 0.09% +1,425 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,850 shares; 2025Q1: 1,910 shares; 2025Q2: 3,854 shares; 2025Q3: 1,967 shares; 2025Q4: 1,918 shares; 2026Q1: 1,953 shares; 2026Q2: 2,328 shares 2,328 $573K 0.09% +375 Timeline TRFM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,855 shares 8,855 $559K 0.09% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,138 shares 4,138 $558K 0.09% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,178 shares; 2025Q3: 14,138 shares; 2025Q4: 13,754 shares; 2026Q1: 12,564 shares; 2026Q2: 12,656 shares 12,656 $551K 0.09% +92 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,755 shares; 2025Q1: 5,661 shares; 2025Q2: 5,549 shares; 2025Q3: 5,551 shares; 2025Q4: 5,680 shares; 2026Q1: 6,108 shares; 2026Q2: 4,958 shares 4,958 $547K 0.09% -1,150 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,709 shares 11,709 $544K 0.09% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,579 shares 1,579 $543K 0.09% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 489 shares; 2025Q3: 508 shares; 2025Q4: 5,348 shares; 2026Q1: 6,107 shares; 2026Q2: 7,579 shares 7,579 $541K 0.09% +1,472 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,522 shares 5,522 $535K 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,245 shares; 2025Q1: 2,230 shares; 2025Q2: 1,785 shares; 2025Q3: 1,794 shares; 2025Q4: 1,839 shares; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $534K 0.09% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,259 shares; 2025Q1: 1,386 shares; 2025Q2: 1,443 shares; 2025Q3: 2,214 shares; 2025Q4: 2,064 shares; 2026Q1: 2,144 shares; 2026Q2: 2,246 shares 2,246 $531K 0.08% +102 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,806 shares; 2025Q2: 7,166 shares; 2025Q3: 8,186 shares; 2025Q4: 8,830 shares; 2026Q1: 9,165 shares; 2026Q2: 11,525 shares 11,525 $531K 0.08% +2,360 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: not loaded; 2024Q4: 16,435 shares; 2025Q1: 16,061 shares; 2025Q2: 15,893 shares; 2025Q3: 15,967 shares; 2025Q4: 14,975 shares; 2026Q1: 16,767 shares; 2026Q2: 16,521 shares 16,521 $528K 0.08% -246 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,179 shares; 2025Q1: 5,030 shares; 2025Q2: 4,829 shares; 2025Q3: 4,653 shares; 2025Q4: 4,748 shares; 2026Q1: 4,509 shares; 2026Q2: 2,826 shares 2,826 $523K 0.08% -1,683 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,488 shares 11,488 $523K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,472 shares; 2025Q3: 6,870 shares; 2025Q4: 10,341 shares; 2026Q1: 11,082 shares; 2026Q2: 9,970 shares 9,970 $522K 0.08% -1,112 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares 2,928 $515K 0.08% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,537 shares 9,537 $494K 0.08% new Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,103 shares; 2025Q2: 11,313 shares; 2025Q3: 12,113 shares; 2025Q4: 13,199 shares; 2026Q1: 13,498 shares; 2026Q2: 14,142 shares 14,142 $490K 0.08% +644 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,982 shares; 2025Q3: 8,662 shares; 2025Q4: 9,269 shares; 2026Q1: 9,620 shares; 2026Q2: 9,988 shares 9,988 $489K 0.08% +368 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares; 2026Q1: not reported; 2026Q2: 11,737 shares 11,737 $483K 0.08% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,069 shares 13,069 $480K 0.08% new Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,592 shares 7,592 $475K 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,399 shares 1,399 $473K 0.08% new 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: not loaded; 2024Q4: 5,475 shares; 2025Q1: 5,401 shares; 2025Q2: 5,817 shares; 2025Q3: 6,109 shares; 2025Q4: 7,110 shares; 2026Q1: 7,672 shares; 2026Q2: 8,938 shares 8,938 $468K 0.07% +1,266 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,408 shares; 2025Q1: 5,072 shares; 2025Q2: 5,852 shares; 2025Q3: 7,188 shares; 2025Q4: 7,602 shares; 2026Q1: 7,913 shares; 2026Q2: 7,748 shares 7,748 $467K 0.07% -165 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,829 shares 4,829 $458K 0.07% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,057 shares 6,057 $458K 0.07% new Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,026 shares; 2025Q1: 11,427 shares; 2025Q2: 11,332 shares; 2025Q3: 11,332 shares; 2025Q4: 11,366 shares; 2026Q1: not reported; 2026Q2: 10,924 shares 10,924 $456K 0.07% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,966 shares 4,966 $455K 0.07% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,849 shares; 2025Q1: 45,609 shares; 2025Q2: 45,332 shares; 2025Q3: 26,489 shares; 2025Q4: 18,785 shares; 2026Q1: 24,240 shares; 2026Q2: 21,908 shares 21,908 $453K 0.07% -2,332 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares; 2025Q4: 4,067 shares; 2026Q1: not reported; 2026Q2: 7,918 shares 7,918 $451K 0.07% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $444K 0.07% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 2,430 shares; 2025Q3: 2,381 shares; 2025Q4: 2,639 shares; 2026Q1: 2,984 shares; 2026Q2: 3,232 shares 3,232 $442K 0.07% +248 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,841 shares; 2026Q1: 1,980 shares; 2026Q2: 2,657 shares 2,657 $440K 0.07% +677 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $439K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 1,389 shares; 2025Q2: 1,364 shares; 2025Q3: 1,430 shares; 2025Q4: 1,346 shares; 2026Q1: 1,472 shares; 2026Q2: 1,969 shares 1,969 $439K 0.07% +497 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,145 shares; 2025Q1: 2,169 shares; 2025Q2: 2,211 shares; 2025Q3: 2,368 shares; 2025Q4: 3,327 shares; 2026Q1: 3,248 shares; 2026Q2: 2,980 shares 2,980 $437K 0.07% -268 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,885 shares; 2025Q2: 2,583 shares; 2025Q3: 2,281 shares; 2025Q4: 2,000 shares; 2026Q1: 2,128 shares; 2026Q2: 2,964 shares 2,964 $435K 0.07% +836 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares; 2026Q1: 4,442 shares; 2026Q2: 4,463 shares 4,463 $433K 0.07% +21 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,677 shares 2,677 $433K 0.07% 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: not loaded; 2024Q4: 4,159 shares; 2025Q1: 4,308 shares; 2025Q2: 4,593 shares; 2025Q3: 4,518 shares; 2025Q4: 4,402 shares; 2026Q1: 4,337 shares; 2026Q2: 3,665 shares 3,665 $430K 0.07% -672 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: not reported; 2025Q3: 7,119 shares; 2025Q4: 5,414 shares; 2026Q1: 9,944 shares; 2026Q2: 9,746 shares 9,746 $429K 0.07% -198 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,201 shares 5,201 $423K 0.07% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,948 shares 17,948 $422K 0.07% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,272 shares 13,272 $420K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: 2,497 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares 973 $420K 0.07% new Timeline XAR 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 loaded; 2024Q4: 1,285 shares; 2025Q1: 1,378 shares; 2025Q2: 4,878 shares; 2025Q3: 1,428 shares; 2025Q4: 1,415 shares; 2026Q1: 1,418 shares; 2026Q2: 1,475 shares 1,475 $419K 0.07% +57 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,457 shares; 2025Q1: 28,390 shares; 2025Q2: 29,312 shares; 2025Q3: 29,045 shares; 2025Q4: 25,136 shares; 2026Q1: 25,235 shares; 2026Q2: 9,790 shares 9,790 $419K 0.07% -15,445 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,237 shares; 2025Q4: 4,804 shares; 2026Q1: 6,215 shares; 2026Q2: 6,653 shares 6,653 $412K 0.07% +438 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 7,167 shares; 2026Q1: 8,763 shares; 2026Q2: 9,641 shares 9,641 $409K 0.07% +878 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,975 shares 15,975 $404K 0.06% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 450 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 529 shares 529 $404K 0.06% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,699 shares; 2025Q1: 8,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares; 2026Q1: 3,655 shares; 2026Q2: 3,991 shares 3,991 $402K 0.06% +336 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,526 shares; 2025Q1: 7,506 shares; 2025Q2: 7,407 shares; 2025Q3: 6,907 shares; 2025Q4: 6,768 shares; 2026Q1: 6,669 shares; 2026Q2: 3,485 shares 3,485 $400K 0.06% -3,184 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,664 shares 6,664 $396K 0.06% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,559 shares 2,559 $388K 0.06% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,172 shares 3,172 $383K 0.06% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,545 shares; 2025Q1: 4,565 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,225 shares; 2026Q1: 4,205 shares; 2026Q2: 1,628 shares 1,628 $379K 0.06% -2,577 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 2,120 shares; 2025Q3: 2,340 shares; 2025Q4: 2,438 shares; 2026Q1: 2,519 shares; 2026Q2: 2,522 shares 2,522 $379K 0.06% +3 Timeline BAI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,145 shares 7,145 $377K 0.06% new Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,122 shares 18,122 $376K 0.06% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,374 shares; 2025Q3: 4,081 shares; 2025Q4: 4,331 shares; 2026Q1: 4,141 shares; 2026Q2: 4,881 shares 4,881 $367K 0.06% +740 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,216 shares 3,216 $361K 0.06% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,942 shares 9,942 $360K 0.06% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,368 shares 15,368 $355K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741 $354K 0.06% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,431 shares 11,431 $352K 0.06% new 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: not loaded; 2024Q4: 5,373 shares; 2025Q1: 5,757 shares; 2025Q2: 5,418 shares; 2025Q3: 5,521 shares; 2025Q4: 5,480 shares; 2026Q1: 5,504 shares; 2026Q2: 6,055 shares 6,055 $349K 0.06% +551 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,459 shares 9,459 $346K 0.06% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,428 shares 1,428 $341K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,499 shares; 2025Q3: 1,624 shares; 2025Q4: 1,434 shares; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $340K 0.05% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,012 shares 4,012 $336K 0.05% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,808 shares; 2025Q1: 10,758 shares; 2025Q2: 10,752 shares; 2025Q3: 9,713 shares; 2025Q4: 9,840 shares; 2026Q1: 9,526 shares; 2026Q2: 5,062 shares 5,062 $328K 0.05% -4,464 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,016 shares 11,016 $327K 0.05% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 938 shares; 2025Q1: 960 shares; 2025Q2: 1,579 shares; 2025Q3: 985 shares; 2025Q4: 961 shares; 2026Q1: 966 shares; 2026Q2: 1,181 shares 1,181 $321K 0.05% +215 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,053 shares 1,053 $314K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,518 shares; 2025Q2: 1,559 shares; 2025Q3: 1,667 shares; 2025Q4: 1,634 shares; 2026Q1: 1,732 shares; 2026Q2: 2,265 shares 2,265 $307K 0.05% +533 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $307K 0.05% new 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 loaded; 2024Q4: 3,997 shares; 2025Q1: 4,000 shares; 2025Q2: 4,003 shares; 2025Q3: 4,047 shares; 2025Q4: 3,946 shares; 2026Q1: 3,951 shares; 2026Q2: 3,993 shares 3,993 $306K 0.05% +42 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,727 shares 1,727 $305K 0.05% new Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,690 shares 8,690 $305K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,895 shares; 2025Q1: 4,925 shares; 2025Q2: 5,098 shares; 2025Q3: 5,107 shares; 2025Q4: 5,023 shares; 2026Q1: 4,883 shares; 2026Q2: 4,144 shares 4,144 $304K 0.05% -739 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: not reported; 2025Q4: 1,293 shares; 2026Q1: 1,379 shares; 2026Q2: 1,267 shares 1,267 $301K 0.05% -112 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,571 shares 6,571 $300K 0.05% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: 2,122 shares; 2026Q2: 2,170 shares 2,170 $300K 0.05% +48 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,344 shares; 2025Q1: 20,532 shares; 2025Q2: not reported; 2025Q3: 18,608 shares; 2025Q4: 20,832 shares; 2026Q1: 20,749 shares; 2026Q2: 16,000 shares 16,000 $296K 0.05% -4,749 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 1,790 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 2,480 shares; 2026Q1: 2,435 shares; 2026Q2: 1,736 shares 1,736 $292K 0.05% -699 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 5,621 shares; 2025Q2: 4,921 shares; 2025Q3: 5,021 shares; 2025Q4: 4,981 shares; 2026Q1: 4,681 shares; 2026Q2: 2,911 shares 2,911 $290K 0.05% -1,770 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,859 shares 9,859 $289K 0.05% new Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,459 shares 15,459 $289K 0.05% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,564 shares 2,564 $288K 0.05% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,928 shares; 2025Q4: 7,228 shares; 2026Q1: 7,173 shares; 2026Q2: 7,230 shares 7,230 $286K 0.05% +57 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,013 shares 2,013 $286K 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: not loaded; 2024Q4: 632 shares; 2025Q1: 926 shares; 2025Q2: 772 shares; 2025Q3: not reported; 2025Q4: 588 shares; 2026Q1: not reported; 2026Q2: 734 shares 734 $284K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $280K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,627 shares 1,627 $277K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $276K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $275K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,409 shares 5,409 $273K 0.04% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,770 shares 2,770 $273K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 2,792 shares; 2025Q4: 2,783 shares; 2026Q1: 2,781 shares; 2026Q2: 2,796 shares 2,796 $269K 0.04% +15 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,628 shares 2,628 $269K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 509 shares 509 $262K 0.04% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,195 shares; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,125 shares; 2025Q4: 11,800 shares; 2026Q1: 13,500 shares; 2026Q2: 14,475 shares 14,475 $260K 0.04% +975 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,048 shares 1,048 $258K 0.04% new 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: not loaded; 2024Q4: 6,175 shares; 2025Q1: 6,241 shares; 2025Q2: 6,175 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: not reported; 2026Q2: 4,752 shares 4,752 $257K 0.04% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $254K 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $254K 0.04% new Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,610 shares 4,610 $253K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares 1,031 $250K 0.04% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,499 shares; 2025Q1: 12,835 shares; 2025Q2: 12,706 shares; 2025Q3: 12,840 shares; 2025Q4: 12,964 shares; 2026Q1: 10,400 shares; 2026Q2: 10,802 shares 10,802 $249K 0.04% +402 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,637 shares; 2026Q2: 12,992 shares 12,992 $242K 0.04% -2,645 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,775 shares 4,775 $242K 0.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,797 shares; 2025Q4: 2,821 shares; 2026Q1: 2,984 shares; 2026Q2: 2,720 shares 2,720 $241K 0.04% -264 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $240K 0.04% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,277 shares; 2025Q1: 5,380 shares; 2025Q2: 4,989 shares; 2025Q3: 4,729 shares; 2025Q4: 4,730 shares; 2026Q1: 4,731 shares; 2026Q2: 3,102 shares 3,102 $240K 0.04% -1,629 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,230 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $239K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $239K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,098 shares; 2025Q1: 1,102 shares; 2025Q2: 1,104 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares; 2026Q1: 1,113 shares; 2026Q2: 1,118 shares 1,118 $238K 0.04% +5 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,155 shares; 2025Q2: 9,261 shares; 2025Q3: 9,261 shares; 2025Q4: 7,438 shares; 2026Q1: 10,375 shares; 2026Q2: 5,362 shares 5,362 $237K 0.04% -5,013 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares; 2026Q1: not reported; 2026Q2: 572 shares 572 $234K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $234K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,773 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,848 shares 1,848 $234K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,086 shares; 2025Q1: 2,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $233K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $231K 0.04% new Timeline DFUS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: not reported; 2026Q2: 2,791 shares 2,791 $229K 0.04% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,127 shares 2,127 $227K 0.04% new Timeline SPTL 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 loaded; 2024Q4: 10,379 shares; 2025Q1: 11,306 shares; 2025Q2: 9,707 shares; 2025Q3: 8,494 shares; 2025Q4: 8,349 shares; 2026Q1: not reported; 2026Q2: 8,649 shares 8,649 $227K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,457 shares 3,457 $227K 0.04% new Timeline SPMD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,331 shares 3,331 $225K 0.04% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,885 shares 9,885 $224K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $223K 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,250 shares; 2026Q2: 2,405 shares 2,405 $221K 0.04% +155 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,454 shares 7,454 $219K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,751 shares 1,751 $218K 0.03% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $218K 0.03% new Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,510 shares 3,510 $216K 0.03% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,345 shares 9,345 $215K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,366 shares; 2026Q1: not reported; 2026Q2: 1,021 shares 1,021 $213K 0.03% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $213K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $213K 0.03% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,540 shares 4,540 $213K 0.03% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,756 shares; 2025Q1: 3,250 shares; 2025Q2: 3,251 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: not reported; 2026Q2: 2,066 shares 2,066 $212K 0.03% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,385 shares; 2026Q1: 3,736 shares; 2026Q2: 3,454 shares 3,454 $212K 0.03% -282 Timeline THRO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,901 shares 4,901 $211K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,252 shares 2,252 $211K 0.03% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,995 shares; 2025Q1: 8,815 shares; 2025Q2: 8,815 shares; 2025Q3: 6,857 shares; 2025Q4: 6,857 shares; 2026Q1: 6,474 shares; 2026Q2: 4,821 shares 4,821 $210K 0.03% -1,653 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,152 shares; 2025Q1: 10,996 shares; 2025Q2: 3,400 shares; 2025Q3: 3,291 shares; 2025Q4: 6,588 shares; 2026Q1: 6,282 shares; 2026Q2: 3,948 shares 3,948 $210K 0.03% -2,334 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,759 shares 5,759 $210K 0.03% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,889 shares; 2025Q1: 5,928 shares; 2025Q2: 5,771 shares; 2025Q3: 5,831 shares; 2025Q4: 5,636 shares; 2026Q1: 4,813 shares; 2026Q2: 4,130 shares 4,130 $209K 0.03% -683 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $208K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,359 shares; 2025Q4: 5,482 shares; 2026Q1: not reported; 2026Q2: 5,604 shares 5,604 $207K 0.03% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,024 shares; 2025Q1: 5,683 shares; 2025Q2: 6,093 shares; 2025Q3: 6,480 shares; 2025Q4: 7,497 shares; 2026Q1: 7,270 shares; 2026Q2: 4,609 shares 4,609 $206K 0.03% -2,661 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,750 shares 5,750 $205K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $204K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,458 shares 1,458 $204K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,981 shares 5,981 $202K 0.03% new Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,285 shares; 2025Q4: 6,235 shares; 2026Q1: not reported; 2026Q2: 5,980 shares 5,980 $202K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,195 shares; 2025Q1: 13,044 shares; 2025Q2: 10,448 shares; 2025Q3: 11,621 shares; 2025Q4: 9,581 shares; 2026Q1: not reported; 2026Q2: 8,336 shares 8,336 $201K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 1,170 shares; 2025Q3: 1,166 shares; 2025Q4: 1,098 shares; 2026Q1: not reported; 2026Q2: 1,179 shares 1,179 $201K 0.03% new Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $183K 0.03% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,718 shares; 2025Q2: 22,961 shares; 2025Q3: 31,805 shares; 2025Q4: 32,252 shares; 2026Q1: 31,822 shares; 2026Q2: 14,172 shares 14,172 $174K 0.03% -17,650 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,602 shares; 2025Q1: 15,939 shares; 2025Q2: not reported; 2025Q3: 16,652 shares; 2025Q4: 14,724 shares; 2026Q1: 15,043 shares; 2026Q2: 11,069 shares 11,069 $151K 0.02% -3,974 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,951 shares; 2025Q2: 10,751 shares; 2025Q3: 10,751 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,101 shares 14,101 $122K 0.02% new Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,883 shares 37,883 $122K 0.02% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,313 shares; 2025Q1: 14,029 shares; 2025Q2: 11,198 shares; 2025Q3: 10,861 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,115 shares 10,115 $104K 0.02% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,825 shares 17,825 $102K 0.02% new Timeline CING CINGULATE INC More: the full row for CINGULATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,500 shares 11,500 $62.9K 0.01% new Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $58.2K 0.01% new Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares 22,000 $54.1K 0.01% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,650 shares; 2025Q1: 17,650 shares; 2025Q2: 17,650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $49.9K 0.01% 0 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares; 2026Q1: not reported; 2026Q2: 15,600 shares 15,600 $47.4K 0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $28.8K <0.01% new Timeline GWH ESS TECH INC More: the full row for ESS TECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,000 shares 24,000 $22.8K <0.01% new Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,221 shares; 2025Q1: 42,222 shares; 2025Q2: 42,222 shares; 2025Q3: 42,222 shares; 2025Q4: 18,931 shares; 2026Q1: not reported; 2026Q2: 18,931 shares 18,931 $13.6K <0.01% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $8.54K <0.01% 0 Timeline RQIRT COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,154 shares 14,154 $208 <0.01% new Timeline