IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,758 shares; 2024Q4: 260,992 shares; 2025Q1: 271,328 shares; 2025Q2: 292,743 shares; 2025Q3: 290,370 shares; 2025Q4: 289,940 shares; 2026Q1: 290,090 shares; 2026Q2: 279,385 shares 279,385 $38.4M 12.13% -10,705 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: 142,735 shares; 2024Q4: 142,981 shares; 2025Q1: 151,419 shares; 2025Q2: 160,365 shares; 2025Q3: 156,000 shares; 2025Q4: 155,580 shares; 2026Q1: 157,994 shares; 2026Q2: 158,794 shares 158,794 $36.1M 11.38% +800 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,749 shares; 2024Q4: 93,477 shares; 2025Q1: 97,280 shares; 2025Q2: 115,109 shares; 2025Q3: 113,998 shares; 2025Q4: 114,148 shares; 2026Q1: 115,437 shares; 2026Q2: 115,249 shares 115,249 $25.5M 8.05% -188 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,009 shares; 2024Q4: 46,963 shares; 2025Q1: 50,550 shares; 2025Q2: 61,860 shares; 2025Q3: 60,627 shares; 2025Q4: 60,334 shares; 2026Q1: 61,157 shares; 2026Q2: 60,650 shares 60,650 $23.9M 7.54% -507 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: 21,615 shares; 2024Q4: 21,700 shares; 2025Q1: 24,563 shares; 2025Q2: 31,027 shares; 2025Q3: 31,089 shares; 2025Q4: 31,564 shares; 2026Q1: 31,469 shares; 2026Q2: 32,024 shares 32,024 $23.6M 7.45% +555 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: 92,552 shares; 2024Q4: 92,915 shares; 2025Q1: 93,839 shares; 2025Q2: 95,033 shares; 2025Q3: 95,570 shares; 2025Q4: 97,861 shares; 2026Q1: 98,520 shares; 2026Q2: 99,237 shares 99,237 $15.5M 4.9% +717 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: 30,955 shares; 2024Q4: 30,955 shares; 2025Q1: not reported; 2025Q2: 39,360 shares; 2025Q3: 37,910 shares; 2025Q4: 38,212 shares; 2026Q1: 38,112 shares; 2026Q2: 37,800 shares 37,800 $9.01M 2.84% -312 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: 48,994 shares; 2024Q4: 49,527 shares; 2025Q1: 51,350 shares; 2025Q2: 53,335 shares; 2025Q3: 52,750 shares; 2025Q4: 52,692 shares; 2026Q1: 52,760 shares; 2026Q2: 53,243 shares 53,243 $8.76M 2.77% +483 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,638 shares; 2024Q4: 49,719 shares; 2025Q1: 52,218 shares; 2025Q2: 54,074 shares; 2025Q3: 52,518 shares; 2025Q4: 51,636 shares; 2026Q1: 52,210 shares; 2026Q2: 52,203 shares 52,203 $7.64M 2.41% -7 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: 90,157 shares; 2024Q4: 89,991 shares; 2025Q1: 72,347 shares; 2025Q2: 73,028 shares; 2025Q3: 71,686 shares; 2025Q4: 71,404 shares; 2026Q1: 70,949 shares; 2026Q2: 70,899 shares 70,899 $7.36M 2.33% -50 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: 16,424 shares; 2024Q4: 18,272 shares; 2025Q1: 46,461 shares; 2025Q2: 33,308 shares; 2025Q3: 36,188 shares; 2025Q4: 36,189 shares; 2026Q1: 35,921 shares; 2026Q2: 34,616 shares 34,616 $6.93M 2.19% -1,305 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: 4,488 shares; 2024Q4: 4,512 shares; 2025Q1: 4,536 shares; 2025Q2: 6,507 shares; 2025Q3: 6,529 shares; 2025Q4: 6,549 shares; 2026Q1: 6,574 shares; 2026Q2: 6,594 shares 6,594 $6.67M 2.11% +20 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: 5,320 shares; 2024Q4: 5,470 shares; 2025Q1: 13,670 shares; 2025Q2: 19,064 shares; 2025Q3: 12,459 shares; 2025Q4: 12,350 shares; 2026Q1: 13,405 shares; 2026Q2: 13,297 shares 13,297 $5.59M 1.77% -108 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: 14,890 shares; 2024Q4: 14,891 shares; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 13,758 shares; 2025Q4: 13,393 shares; 2026Q1: 14,349 shares; 2026Q2: 14,199 shares 14,199 $4.11M 1.3% -150 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,047 shares; 2024Q4: 11,092 shares; 2025Q1: 8,796 shares; 2025Q2: 29,364 shares; 2025Q3: 29,282 shares; 2025Q4: 29,522 shares; 2026Q1: 29,609 shares; 2026Q2: 29,651 shares 29,651 $4.05M 1.28% +42 Timeline CWB 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: 27,758 shares; 2024Q4: 27,345 shares; 2025Q1: 30,645 shares; 2025Q2: 30,554 shares; 2025Q3: 30,529 shares; 2025Q4: 30,662 shares; 2026Q1: 30,227 shares; 2026Q2: 30,317 shares 30,317 $3.27M 1.03% +90 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: 7,122 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 9,853 shares; 2025Q3: 9,853 shares; 2025Q4: 9,853 shares; 2026Q1: 9,853 shares; 2026Q2: 9,451 shares 9,451 $3.09M 0.98% -402 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: 57,860 shares; 2024Q4: 57,740 shares; 2025Q1: 47,601 shares; 2025Q2: 47,689 shares; 2025Q3: 47,081 shares; 2025Q4: 47,493 shares; 2026Q1: 48,407 shares; 2026Q2: 49,233 shares 49,233 $2.94M 0.93% +826 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: 3,159 shares; 2024Q4: 3,086 shares; 2025Q1: 3,225 shares; 2025Q2: 3,328 shares; 2025Q3: 3,275 shares; 2025Q4: 3,398 shares; 2026Q1: 7,945 shares; 2026Q2: 3,505 shares 3,505 $2.62M 0.83% -4,440 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: 4,911 shares; 2024Q4: 4,913 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,917 shares; 2025Q4: 4,793 shares; 2026Q1: 4,794 shares; 2026Q2: 28,775 shares 28,775 $2.48M 0.78% +23,981 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: 69,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,406 shares; 2025Q3: 59,945 shares; 2025Q4: 59,963 shares; 2026Q1: 57,371 shares; 2026Q2: 54,171 shares 54,171 $2.47M 0.78% -3,200 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: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 5,304 shares; 2025Q3: 5,155 shares; 2025Q4: 4,771 shares; 2026Q1: 4,547 shares; 2026Q2: 4,448 shares 4,448 $2.23M 0.7% -99 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: 5,448 shares; 2024Q4: 5,454 shares; 2025Q1: 5,985 shares; 2025Q2: 7,844 shares; 2025Q3: 7,715 shares; 2025Q4: 8,275 shares; 2026Q1: 7,361 shares; 2026Q2: 7,163 shares 7,163 $2.15M 0.68% -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: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,342 shares; 2025Q2: 5,314 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares; 2026Q2: 5,547 shares 5,547 $1.98M 0.63% +233 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,118 shares; 2024Q4: 55,453 shares; 2025Q1: 57,363 shares; 2025Q2: 57,237 shares; 2025Q3: 55,025 shares; 2025Q4: 56,407 shares; 2026Q1: 57,293 shares; 2026Q2: 64,624 shares 64,624 $1.97M 0.62% +7,331 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,323 shares; 2024Q4: 9,380 shares; 2025Q1: 9,448 shares; 2025Q2: 9,541 shares; 2025Q3: 9,637 shares; 2025Q4: 9,718 shares; 2026Q1: 9,800 shares; 2026Q2: 9,898 shares 9,898 $1.72M 0.54% +98 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: 3,518 shares; 2024Q4: 3,519 shares; 2025Q1: 3,835 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,057 shares; 2026Q1: 6,034 shares; 2026Q2: 4,169 shares 4,169 $1.56M 0.49% -1,865 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: 22,222 shares; 2024Q4: 20,380 shares; 2025Q1: 19,946 shares; 2025Q2: 19,085 shares; 2025Q3: 19,085 shares; 2025Q4: 19,085 shares; 2026Q1: 19,085 shares; 2026Q2: 19,085 shares 19,085 $1.51M 0.48% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $1.5M 0.47% 0 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: 1,750 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 5,020 shares; 2026Q2: 5,021 shares 5,021 $1.42M 0.45% +1 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,596 shares; 2024Q4: 15,449 shares; 2025Q1: 15,419 shares; 2025Q2: 15,419 shares; 2025Q3: 12,079 shares; 2025Q4: 12,079 shares; 2026Q1: 12,079 shares; 2026Q2: 12,079 shares 12,079 $1.36M 0.43% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,445 shares; 2024Q4: 15,154 shares; 2025Q1: 17,863 shares; 2025Q2: 19,815 shares; 2025Q3: 20,371 shares; 2025Q4: 34,524 shares; 2026Q1: 52,880 shares; 2026Q2: 39,032 shares 39,032 $1.3M 0.41% -13,848 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: 4,574 shares; 2024Q4: 4,576 shares; 2025Q1: 4,578 shares; 2025Q2: 4,580 shares; 2025Q3: 4,582 shares; 2025Q4: 4,584 shares; 2026Q1: 4,586 shares; 2026Q2: 4,588 shares 4,588 $1.29M 0.41% +2 Timeline PAVE 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: 30,819 shares; 2024Q4: 26,233 shares; 2025Q1: 22,542 shares; 2025Q2: 21,831 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares; 2026Q1: 21,834 shares; 2026Q2: 21,834 shares 21,834 $1.29M 0.41% 0 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: 10,857 shares; 2024Q4: 10,857 shares; 2025Q1: 10,857 shares; 2025Q2: 10,857 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: 10,857 shares; 2026Q2: 10,857 shares 10,857 $1.28M 0.4% 0 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: 10,058 shares; 2024Q4: 11,183 shares; 2025Q1: 11,238 shares; 2025Q2: 11,300 shares; 2025Q3: 11,361 shares; 2025Q4: 22,846 shares; 2026Q1: 22,941 shares; 2026Q2: 23,050 shares 23,050 $1.22M 0.39% +109 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: 8,628 shares; 2024Q4: 8,628 shares; 2025Q1: not reported; 2025Q2: 8,628 shares; 2025Q3: 8,628 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares; 2026Q2: 8,628 shares 8,628 $1.21M 0.38% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,034 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $1.19M 0.38% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,838 shares; 2024Q4: 19,991 shares; 2025Q1: 20,156 shares; 2025Q2: 20,334 shares; 2025Q3: 20,515 shares; 2025Q4: 20,718 shares; 2026Q1: 20,876 shares; 2026Q2: 21,051 shares 21,051 $1.19M 0.37% +175 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: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 4,881 shares; 2026Q2: 4,885 shares 4,885 $1.18M 0.37% +4 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,562 shares; 2024Q4: 16,820 shares; 2025Q1: 17,040 shares; 2025Q2: 17,270 shares; 2025Q3: 17,529 shares; 2025Q4: 17,800 shares; 2026Q1: 18,050 shares; 2026Q2: 18,272 shares 18,272 $1.11M 0.35% +222 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,405 shares; 2024Q4: 22,447 shares; 2025Q1: 22,487 shares; 2025Q2: 22,531 shares; 2025Q3: 23,742 shares; 2025Q4: 23,930 shares; 2026Q1: 21,152 shares; 2026Q2: 21,208 shares 21,208 $1.1M 0.35% +56 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: 4,775 shares; 2024Q4: 4,822 shares; 2025Q1: 5,784 shares; 2025Q2: 6,969 shares; 2025Q3: 6,995 shares; 2025Q4: 7,028 shares; 2026Q1: 7,024 shares; 2026Q2: 7,072 shares 7,072 $1.05M 0.33% +48 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: 2,315 shares; 2024Q4: 2,553 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,698 shares; 2026Q1: 2,564 shares; 2026Q2: 2,907 shares 2,907 $1.03M 0.32% +343 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 1,927 shares 1,927 $982K 0.31% 0 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: 4,430 shares; 2024Q4: 4,460 shares; 2025Q1: 4,489 shares; 2025Q2: 4,520 shares; 2025Q3: 4,551 shares; 2025Q4: 4,578 shares; 2026Q1: 4,605 shares; 2026Q2: 4,628 shares 4,628 $967K 0.31% +23 Timeline PFXF 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: 58,010 shares; 2024Q4: 58,130 shares; 2025Q1: 58,152 shares; 2025Q2: 53,244 shares; 2025Q3: 53,244 shares; 2025Q4: 53,244 shares; 2026Q1: 53,244 shares; 2026Q2: 53,244 shares 53,244 $950K 0.3% 0 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: 7,990 shares; 2024Q4: 8,019 shares; 2025Q1: 9,972 shares; 2025Q2: 11,889 shares; 2025Q3: 11,882 shares; 2025Q4: 11,932 shares; 2026Q1: 11,956 shares; 2026Q2: 12,044 shares 12,044 $929K 0.29% +88 Timeline XLU 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: 10,215 shares; 2024Q4: 10,215 shares; 2025Q1: 10,215 shares; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 20,430 shares; 2026Q1: 20,430 shares; 2026Q2: 20,430 shares 20,430 $926K 0.29% 0 Timeline MINT 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: 8,216 shares; 2024Q4: 8,051 shares; 2025Q1: 7,953 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 9,096 shares; 2026Q1: 9,104 shares; 2026Q2: 9,111 shares 9,111 $919K 0.29% +7 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: 6,709 shares; 2024Q4: 6,709 shares; 2025Q1: 6,709 shares; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 6,709 shares; 2026Q2: 6,709 shares 6,709 $918K 0.29% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $908K 0.29% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: not reported; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares; 2026Q2: 7,040 shares 7,040 $889K 0.28% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares; 2026Q2: 3,583 shares 3,583 $879K 0.28% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,012 shares; 2024Q4: 18,063 shares; 2025Q1: 18,089 shares; 2025Q2: 18,114 shares; 2025Q3: 18,138 shares; 2025Q4: 17,164 shares; 2026Q1: 16,277 shares; 2026Q2: 16,303 shares 16,303 $874K 0.28% +26 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $819K 0.26% 0 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: 6,544 shares; 2024Q4: 6,544 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,622 shares; 2025Q4: 6,622 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $800K 0.25% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $797K 0.25% 0 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.24% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares; 2026Q2: 6,671 shares 6,671 $738K 0.23% 0 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: 3,345 shares; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 14,290 shares; 2025Q3: not reported; 2025Q4: 10,073 shares; 2026Q1: 8,683 shares; 2026Q2: 8,684 shares 8,684 $710K 0.22% +1 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,438 shares; 2024Q4: 4,438 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,438 shares; 2026Q2: 4,438 shares 4,438 $692K 0.22% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $681K 0.21% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,345 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $672K 0.21% 0 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: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares; 2026Q2: 3,587 shares 3,587 $654K 0.21% 0 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares; 2026Q2: 2,109 shares 2,109 $646K 0.2% 0 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: 10,002 shares; 2024Q4: 10,135 shares; 2025Q1: 9,790 shares; 2025Q2: 9,866 shares; 2025Q3: 10,017 shares; 2025Q4: 10,131 shares; 2026Q1: 9,253 shares; 2026Q2: 9,294 shares 9,294 $636K 0.2% +41 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 4,452 shares; 2026Q1: 2,457 shares; 2026Q2: 2,457 shares 2,457 $628K 0.2% 0 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares; 2026Q1: 7,080 shares; 2026Q2: 7,080 shares 7,080 $621K 0.2% 0 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: 5,552 shares; 2024Q4: 5,552 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares; 2026Q2: 4,327 shares 4,327 $614K 0.19% 0 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 2,078 shares; 2025Q2: 2,384 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $602K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,306 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares; 2026Q2: 2,318 shares 2,318 $589K 0.19% +1 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 6,039 shares; 2025Q3: 6,039 shares; 2025Q4: 6,039 shares; 2026Q1: 6,039 shares; 2026Q2: 6,039 shares 6,039 $579K 0.18% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: 4,828 shares; 2025Q1: 5,639 shares; 2025Q2: 5,639 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares; 2026Q2: 3,161 shares 3,161 $573K 0.18% -1,896 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $559K 0.18% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares 1,517 $540K 0.17% 0 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: 4,109 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 4,109 shares; 2025Q3: 4,109 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares; 2026Q2: 4,109 shares 4,109 $531K 0.17% 0 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: 8,653 shares; 2024Q4: 8,653 shares; 2025Q1: 8,653 shares; 2025Q2: 8,653 shares; 2025Q3: 8,653 shares; 2025Q4: 8,653 shares; 2026Q1: 8,653 shares; 2026Q2: 8,653 shares 8,653 $499K 0.16% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,392 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares; 2026Q1: 5,392 shares; 2026Q2: 5,392 shares 5,392 $488K 0.15% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,410 shares 3,410 $476K 0.15% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 6,202 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares; 2026Q2: 6,202 shares 6,202 $461K 0.15% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,730 shares; 2025Q2: 2,851 shares; 2025Q3: 3,297 shares; 2025Q4: 3,606 shares; 2026Q1: 3,827 shares; 2026Q2: 3,968 shares 3,968 $460K 0.15% +141 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 1,558 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808 $460K 0.15% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,587 shares; 2024Q4: 32,740 shares; 2025Q1: 33,169 shares; 2025Q2: 33,238 shares; 2025Q3: 33,298 shares; 2025Q4: 33,351 shares; 2026Q1: 33,405 shares; 2026Q2: 32,207 shares 32,207 $448K 0.14% -1,198 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,608 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $437K 0.14% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 5,375 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares; 2026Q2: 5,875 shares 5,875 $424K 0.13% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: not reported; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $422K 0.13% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: not reported; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares; 2026Q2: 5,527 shares 5,527 $420K 0.13% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $393K 0.12% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,158 shares; 2026Q2: 658 shares 658 $382K 0.12% -500 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: 17,116 shares; 2024Q4: 17,284 shares; 2025Q1: 17,441 shares; 2025Q2: 17,581 shares; 2025Q3: 17,861 shares; 2025Q4: 18,104 shares; 2026Q1: 18,256 shares; 2026Q2: 18,412 shares 18,412 $381K 0.12% +156 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 864 shares; 2026Q1: 1,206 shares; 2026Q2: 981 shares 981 $361K 0.11% -225 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,585 shares; 2025Q1: 6,585 shares; 2025Q2: 6,585 shares; 2025Q3: 6,585 shares; 2025Q4: 6,585 shares; 2026Q1: 6,585 shares; 2026Q2: 6,585 shares 6,585 $357K 0.11% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,735 shares; 2025Q3: 6,735 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares; 2026Q2: 6,735 shares 6,735 $352K 0.11% 0 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: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 6,138 shares; 2026Q1: 6,138 shares; 2026Q2: 6,138 shares 6,138 $350K 0.11% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,320 shares; 2024Q4: 55,448 shares; 2025Q1: 55,707 shares; 2025Q2: 55,982 shares; 2025Q3: 59,383 shares; 2025Q4: 59,684 shares; 2026Q1: 60,001 shares; 2026Q2: 60,337 shares 60,337 $349K 0.11% +336 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,897 shares; 2026Q2: 2,897 shares 2,897 $343K 0.11% 0 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares 3,006 $340K 0.11% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $340K 0.11% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,125 shares; 2024Q4: 8,263 shares; 2025Q1: 8,395 shares; 2025Q2: 8,535 shares; 2025Q3: 8,681 shares; 2025Q4: 8,827 shares; 2026Q1: 8,960 shares; 2026Q2: 9,086 shares 9,086 $334K 0.11% +126 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $318K 0.1% 0 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 2,496 shares 2,496 $310K 0.1% +1,872 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,472 shares 3,472 $294K 0.09% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,225 shares; 2024Q4: 21,225 shares; 2025Q1: 21,225 shares; 2025Q2: 21,225 shares; 2025Q3: 21,225 shares; 2025Q4: 21,225 shares; 2026Q1: 21,225 shares; 2026Q2: 21,225 shares 21,225 $292K 0.09% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,044 shares; 2024Q4: 26,044 shares; 2025Q1: 26,044 shares; 2025Q2: 25,704 shares; 2025Q3: 24,199 shares; 2025Q4: 32,086 shares; 2026Q1: 25,477 shares; 2026Q2: 6,551 shares 6,551 $279K 0.09% -18,926 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: 388 shares; 2024Q4: 390 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 416 shares; 2025Q4: 418 shares; 2026Q1: 437 shares; 2026Q2: 403 shares 403 $277K 0.09% -34 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: 434 shares; 2024Q4: 434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 876 shares; 2026Q1: 898 shares; 2026Q2: 486 shares 486 $274K 0.09% -412 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares; 2026Q2: 2,183 shares 2,183 $269K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 365 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $261K 0.08% 0 Timeline SCHP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,539 shares; 2025Q4: 9,698 shares; 2026Q1: 9,698 shares; 2026Q2: 9,817 shares 9,817 $260K 0.08% +119 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $257K 0.08% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: not reported; 2025Q2: 1,704 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $251K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares 3,026 $250K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 330 shares 330 $247K 0.08% +32 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,408 shares 1,408 $241K 0.08% new Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,805 shares 7,805 $237K 0.07% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,115 shares; 2024Q4: 8,160 shares; 2025Q1: 8,205 shares; 2025Q2: 8,263 shares; 2025Q3: 8,310 shares; 2025Q4: 8,367 shares; 2026Q1: 8,424 shares; 2026Q2: 8,475 shares 8,475 $229K 0.07% +51 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 180 shares; 2025Q4: 243 shares; 2026Q1: 306 shares; 2026Q2: 345 shares 345 $226K 0.07% +39 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares; 2026Q2: 2,536 shares 2,536 $225K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,228 shares; 2026Q1: 2,228 shares; 2026Q2: 2,228 shares 2,228 $219K 0.07% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,452 shares; 2025Q1: 20,581 shares; 2025Q2: 21,889 shares; 2025Q3: 24,446 shares; 2025Q4: 27,070 shares; 2026Q1: 27,347 shares; 2026Q2: 27,636 shares 27,636 $213K 0.07% +289 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: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $212K 0.07% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,165 shares; 2024Q4: 4,855 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 4,690 shares; 2026Q1: 4,811 shares; 2026Q2: 4,811 shares 4,811 $210K 0.07% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $210K 0.07% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,340 shares; 2025Q3: 14,340 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares; 2026Q2: 14,340 shares 14,340 $209K 0.07% -253 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,286 shares 2,286 $207K 0.07% new Timeline BOTZ 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: 5,252 shares; 2024Q4: 5,252 shares; 2025Q1: 5,402 shares; 2025Q2: 6,992 shares; 2025Q3: 5,402 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares 5,402 $205K 0.06% 0 Timeline VTWG 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $178K 0.06% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $178K 0.06% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,951 shares; 2024Q4: 12,219 shares; 2025Q1: 12,356 shares; 2025Q2: 12,576 shares; 2025Q3: 12,803 shares; 2025Q4: 13,096 shares; 2026Q1: 13,244 shares; 2026Q2: 13,474 shares 13,474 $172K 0.05% +230 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $169K 0.05% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,962 shares 3,962 $167K 0.05% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,824 shares; 2026Q2: 1,714 shares 1,714 $155K 0.05% -5,110 Timeline VCIT 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 3,420 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $150K 0.05% 0 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: 2,001 shares; 2024Q4: 2,030 shares; 2025Q1: 1,944 shares; 2025Q2: 1,063 shares; 2025Q3: 1,075 shares; 2025Q4: 1,317 shares; 2026Q1: 1,235 shares; 2026Q2: 1,247 shares 1,247 $136K 0.04% +12 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,476 shares; 2024Q4: 19,530 shares; 2025Q1: 12,466 shares; 2025Q2: 12,511 shares; 2025Q3: 12,558 shares; 2025Q4: 12,618 shares; 2026Q1: 10,182 shares; 2026Q2: 10,182 shares 10,182 $131K 0.04% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,030 shares; 2025Q3: 11,607 shares; 2025Q4: 29,696 shares; 2026Q1: 30,696 shares; 2026Q2: 33,660 shares 33,660 $124K 0.04% +2,964 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,718 shares; 2025Q1: 10,718 shares; 2025Q2: 11,204 shares; 2025Q3: 11,516 shares; 2025Q4: 11,516 shares; 2026Q1: 11,244 shares; 2026Q2: 11,244 shares 11,244 $120K 0.04% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,912 shares; 2025Q4: 2,489 shares; 2026Q1: 2,675 shares; 2026Q2: 3,017 shares 3,017 $117K 0.04% +342 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $116K 0.04% 0 ISRA 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $114K 0.04% 0 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,650 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares; 2026Q2: 11,650 shares 11,650 $102K 0.03% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $102K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 11,627 shares; 2025Q2: 11,627 shares; 2025Q3: 11,627 shares; 2025Q4: 11,627 shares; 2026Q1: 11,627 shares; 2026Q2: 12,284 shares 12,284 $97.6K 0.03% +657 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $96.6K 0.03% 0 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,883 shares 11,883 $93.5K 0.03% new Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $90.1K 0.03% new Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 12,033 shares; 2026Q1: 12,033 shares; 2026Q2: 12,033 shares 12,033 $83.6K 0.03% 0 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: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $78.4K 0.02% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares; 2026Q2: 1,483 shares 1,483 $72.9K 0.02% +21 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $72.8K 0.02% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $71.4K 0.02% 0 Timeline FNDX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,217 shares 2,217 $68.9K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 830 shares 830 $63.5K 0.02% +22 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares; 2026Q2: 1,994 shares 1,994 $63K 0.02% +15 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,780 shares; 2025Q4: 26,779 shares; 2026Q1: 21,624 shares; 2026Q2: 12,874 shares 12,874 $61.8K 0.02% -8,750 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 524 shares 524 $49.6K 0.02% +23 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,970 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $47.5K 0.01% 0 Timeline BANK OF AMER CORP 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $25.1K 0.01% 0 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $20.7K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $7.61K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $6.43K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $5.92K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $1.27K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.07K <0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $866 <0.01% new 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: 172 shares; 2024Q4: 175 shares; 2025Q1: 177 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $75 <0.01% 0 Timeline