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: 35,275 shares; 2024Q4: 56,180 shares; 2025Q1: 38,137 shares; 2025Q2: 13,218 shares; 2025Q3: not reported; 2025Q4: 24,933 shares; 2026Q1: not reported; 2026Q2: 134,059 shares 134,059 $28.5M 4.25% new 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: 13,622 shares; 2024Q4: 19,427 shares; 2025Q1: 28,450 shares; 2025Q2: 32,723 shares; 2025Q3: 31,669 shares; 2025Q4: 38,423 shares; 2026Q1: 44,382 shares; 2026Q2: 61,729 shares 61,729 $18.7M 2.79% +17,347 Timeline SPHQ 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: 42,632 shares; 2024Q4: 60,635 shares; 2025Q1: 90,201 shares; 2025Q2: 103,910 shares; 2025Q3: 106,767 shares; 2025Q4: 136,258 shares; 2026Q1: 126,937 shares; 2026Q2: 192,698 shares 192,698 $17.4M 2.59% +65,761 Timeline AVSC 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: 147,902 shares; 2024Q4: 168,432 shares; 2025Q1: 123,283 shares; 2025Q2: 48,166 shares; 2025Q3: 51,065 shares; 2025Q4: 188,507 shares; 2026Q1: 201,160 shares; 2026Q2: 233,664 shares 233,664 $17.1M 2.55% +32,504 Timeline XMHQ 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: 41,219 shares; 2024Q4: 70,557 shares; 2025Q1: 94,627 shares; 2025Q2: 63,192 shares; 2025Q3: 73,044 shares; 2025Q4: 95,633 shares; 2026Q1: 100,886 shares; 2026Q2: 148,069 shares 148,069 $16.7M 2.49% +47,183 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,699 shares; 2025Q1: 373 shares; 2025Q2: 281 shares; 2025Q3: 7,974 shares; 2025Q4: 367 shares; 2026Q1: not reported; 2026Q2: 10,078 shares 10,078 $12.1M 1.8% new Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,567 shares; 2026Q1: 121,254 shares; 2026Q2: 180,386 shares 180,386 $11.9M 1.77% +59,132 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 129,994 shares; 2025Q4: 135,402 shares; 2026Q1: 158,074 shares; 2026Q2: 220,325 shares 220,325 $11.7M 1.74% +62,251 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: 1,150 shares; 2024Q4: 1,050 shares; 2025Q1: 1,266 shares; 2025Q2: 1,453 shares; 2025Q3: 19,207 shares; 2025Q4: 20,750 shares; 2026Q1: 25,028 shares; 2026Q2: 33,415 shares 33,415 $10.9M 1.63% +8,387 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: 2,682 shares; 2024Q4: 2,640 shares; 2025Q1: 2,676 shares; 2025Q2: 40,440 shares; 2025Q3: 40,174 shares; 2025Q4: 40,271 shares; 2026Q1: 40,052 shares; 2026Q2: 114,437 shares 114,437 $10.5M 1.57% +74,385 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: 1,206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,625 shares 27,625 $9.76M 1.45% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,906 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,275 shares 56,275 $9.56M 1.42% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 72,531 shares; 2026Q1: 195,398 shares; 2026Q2: 194,583 shares 194,583 $9.55M 1.42% -815 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,428 shares 108,428 $9.52M 1.42% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,375 shares 131,375 $9.48M 1.41% new Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,097 shares; 2026Q1: 191,568 shares; 2026Q2: 189,626 shares 189,626 $9.45M 1.41% -1,942 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS 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: 93,070 shares; 2026Q2: 175,355 shares 175,355 $9.38M 1.4% +82,285 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 9,469 shares; 2026Q1: 8,656 shares; 2026Q2: 7,758 shares 7,758 $9.11M 1.36% -898 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 63,057 shares; 2026Q1: 167,721 shares; 2026Q2: 169,378 shares 169,378 $9.04M 1.35% +1,657 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 54,433 shares 54,433 $8.9M 1.33% new Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 72,436 shares; 2026Q1: 157,919 shares; 2026Q2: 159,664 shares 159,664 $8.9M 1.33% +1,745 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 2,445 shares; 2026Q2: 6,401 shares 6,401 $8.85M 1.32% +3,956 Timeline MKSI MKS INC. More: the full row for MKS 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: 19,862 shares 19,862 $8.83M 1.32% new Timeline KNG 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 reported; 2024Q4: not reported; 2025Q1: 33,554 shares; 2025Q2: 65,927 shares; 2025Q3: 62,562 shares; 2025Q4: 47,010 shares; 2026Q1: 168,898 shares; 2026Q2: 172,682 shares 172,682 $8.72M 1.3% +3,784 Timeline BKLN 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: 155,571 shares; 2024Q4: 153,619 shares; 2025Q1: 151,896 shares; 2025Q2: 148,633 shares; 2025Q3: 128,721 shares; 2025Q4: 134,129 shares; 2026Q1: 430,169 shares; 2026Q2: 426,236 shares 426,236 $8.68M 1.29% -3,933 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 130,719 shares; 2026Q1: 423,120 shares; 2026Q2: 420,950 shares 420,950 $8.49M 1.26% -2,170 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,619 shares; 2024Q4: 92,433 shares; 2025Q1: not reported; 2025Q2: 104,935 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,252 shares; 2026Q2: 343,174 shares 343,174 $7.67M 1.14% +126,922 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,935 shares; 2025Q3: 108,461 shares; 2025Q4: 108,870 shares; 2026Q1: 110,207 shares; 2026Q2: 126,408 shares 126,408 $7.55M 1.12% +16,201 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 reported; 2024Q4: not reported; 2025Q1: 88,664 shares; 2025Q2: 96,266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,924 shares 130,924 $7.46M 1.11% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,725 shares; 2025Q2: 54,679 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,518 shares 89,518 $7.4M 1.1% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,026 shares; 2025Q3: 65,012 shares; 2025Q4: 79,837 shares; 2026Q1: 62,962 shares; 2026Q2: 158,377 shares 158,377 $7.05M 1.05% +95,415 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 177,415 shares; 2026Q2: 259,032 shares 259,032 $7.01M 1.04% +81,617 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS 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: 28,083 shares; 2026Q1: 138,746 shares; 2026Q2: 140,905 shares 140,905 $6.92M 1.03% +2,159 Timeline JPHY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,042 shares; 2026Q1: 137,806 shares; 2026Q2: 136,535 shares 136,535 $6.89M 1.03% -1,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,168 shares; 2025Q3: 46,328 shares; 2025Q4: 48,436 shares; 2026Q1: 51,541 shares; 2026Q2: 55,595 shares 55,595 $6.86M 1.02% +4,054 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: 32,180 shares; 2024Q4: 5,573 shares; 2025Q1: 17,931 shares; 2025Q2: 24,394 shares; 2025Q3: 25,346 shares; 2025Q4: 26,416 shares; 2026Q1: 42,255 shares; 2026Q2: 26,565 shares 26,565 $6.33M 0.94% -15,690 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 reported; 2024Q4: 10,934 shares; 2025Q1: 25,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,591 shares 8,591 $6.19M 0.92% new Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,751 shares; 2025Q3: 59,766 shares; 2025Q4: 57,686 shares; 2026Q1: 43,548 shares; 2026Q2: 121,407 shares 121,407 $6.17M 0.92% +77,859 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,508 shares; 2025Q2: 22,447 shares; 2025Q3: 39,910 shares; 2025Q4: 82,967 shares; 2026Q1: 81,557 shares; 2026Q2: 113,854 shares 113,854 $5.85M 0.87% +32,297 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 25,029 shares; 2025Q4: 27,048 shares; 2026Q1: 21,606 shares; 2026Q2: 21,357 shares 21,357 $5.78M 0.86% -249 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,501 shares; 2025Q4: 31,287 shares; 2026Q1: 119,193 shares; 2026Q2: 91,748 shares 91,748 $5.44M 0.81% -27,445 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,651 shares; 2025Q2: 194,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522,511 shares; 2026Q2: 552,791 shares 552,791 $5.19M 0.77% +30,280 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,365 shares; 2025Q3: 38,997 shares; 2025Q4: 75,095 shares; 2026Q1: 100,950 shares; 2026Q2: 101,185 shares 101,185 $5.19M 0.77% +235 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,734 shares; 2025Q3: 16,138 shares; 2025Q4: 16,417 shares; 2026Q1: 15,491 shares; 2026Q2: 17,748 shares 17,748 $5.16M 0.77% +2,257 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: 34,358 shares; 2024Q4: 46,918 shares; 2025Q1: 68,087 shares; 2025Q2: 72,050 shares; 2025Q3: 34,505 shares; 2025Q4: 34,669 shares; 2026Q1: 38,557 shares; 2026Q2: 25,205 shares 25,205 $5.04M 0.75% -13,352 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,969 shares; 2025Q2: 21,158 shares; 2025Q3: 19,967 shares; 2025Q4: 17,590 shares; 2026Q1: 14,228 shares; 2026Q2: 11,761 shares 11,761 $4.89M 0.73% -2,467 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 63,944 shares 63,944 $4.84M 0.72% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,388 shares; 2025Q2: not reported; 2025Q3: 30,559 shares; 2025Q4: 21,939 shares; 2026Q1: 16,852 shares; 2026Q2: 14,290 shares 14,290 $4.78M 0.71% -2,562 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 reported; 2024Q4: not reported; 2025Q1: 13,047 shares; 2025Q2: 13,327 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,047 shares 11,047 $4.71M 0.7% new 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 reported; 2024Q4: not reported; 2025Q1: 19,452 shares; 2025Q2: 24,855 shares; 2025Q3: 23,606 shares; 2025Q4: 30,775 shares; 2026Q1: 33,480 shares; 2026Q2: 48,741 shares 48,741 $4.7M 0.7% +15,261 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 7,258 shares; 2026Q2: 7,602 shares 7,602 $4.69M 0.7% +344 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC 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: 27,492 shares 27,492 $4.66M 0.69% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 118,256 shares 118,256 $4.63M 0.69% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,532 shares; 2024Q4: 17,064 shares; 2025Q1: 20,088 shares; 2025Q2: 23,597 shares; 2025Q3: 23,238 shares; 2025Q4: 28,251 shares; 2026Q1: 24,042 shares; 2026Q2: 35,268 shares 35,268 $4.52M 0.67% +11,226 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 93,352 shares 93,352 $4.46M 0.66% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,697 shares; 2025Q2: 15,564 shares; 2025Q3: 16,473 shares; 2025Q4: 17,887 shares; 2026Q1: not reported; 2026Q2: 16,373 shares 16,373 $4.41M 0.66% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,379 shares; 2026Q2: 10,448 shares 10,448 $4.34M 0.65% +3,069 Timeline VSEC VSE CORP More: the full row for VSE 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: 13,267 shares; 2026Q2: 18,946 shares 18,946 $4.33M 0.64% +5,679 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,345 shares; 2024Q4: 16,735 shares; 2025Q1: 28,247 shares; 2025Q2: 34,014 shares; 2025Q3: 25,051 shares; 2025Q4: 32,638 shares; 2026Q1: 42,484 shares; 2026Q2: 79,842 shares 79,842 $4.31M 0.64% +37,358 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: 1,045 shares; 2024Q4: 1,025 shares; 2025Q1: 1,011 shares; 2025Q2: 1,611 shares; 2025Q3: 1,661 shares; 2025Q4: 1,681 shares; 2026Q1: 1,614 shares; 2026Q2: 12,251 shares 12,251 $4.2M 0.63% +10,637 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 7,436 shares; 2025Q4: 15,581 shares; 2026Q1: 14,251 shares; 2026Q2: 4,980 shares 4,980 $4.18M 0.62% -9,271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,040 shares; 2026Q1: 3,776 shares; 2026Q2: 5,696 shares 5,696 $3.91M 0.58% +1,920 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 reported; 2024Q4: 3,407 shares; 2025Q1: 3,847 shares; 2025Q2: 3,684 shares; 2025Q3: 4,334 shares; 2025Q4: 4,394 shares; 2026Q1: 4,114 shares; 2026Q2: 34,410 shares 34,410 $3.9M 0.58% +30,296 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: 20,323 shares; 2024Q4: 22,887 shares; 2025Q1: 32,103 shares; 2025Q2: 36,421 shares; 2025Q3: 53,265 shares; 2025Q4: 21,987 shares; 2026Q1: 24,079 shares; 2026Q2: 77,610 shares 77,610 $3.85M 0.57% +53,531 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,313 shares; 2026Q2: 29,458 shares 29,458 $3.79M 0.56% +9,145 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,354 shares; 2026Q2: 26,923 shares 26,923 $3.77M 0.56% -11,431 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 25,530 shares; 2026Q1: 132,975 shares; 2026Q2: 65,417 shares 65,417 $3.72M 0.55% -67,558 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 74,124 shares; 2026Q1: 135,211 shares; 2026Q2: 64,445 shares 64,445 $3.71M 0.55% -70,766 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 193,927 shares; 2025Q1: 277,103 shares; 2025Q2: 311,910 shares; 2025Q3: 292,270 shares; 2025Q4: 11,877 shares; 2026Q1: not reported; 2026Q2: 333,084 shares 333,084 $3.63M 0.54% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,446 shares; 2024Q4: 23,791 shares; 2025Q1: 8,508 shares; 2025Q2: 42,543 shares; 2025Q3: 14,555 shares; 2025Q4: 13,977 shares; 2026Q1: 13,264 shares; 2026Q2: 12,462 shares 12,462 $3.61M 0.54% -802 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,529 shares 26,529 $3.59M 0.54% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,793 shares; 2026Q2: 43,896 shares 43,896 $3.57M 0.53% +15,103 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,283 shares; 2025Q3: 32,516 shares; 2025Q4: 38,099 shares; 2026Q1: 43,553 shares; 2026Q2: 58,836 shares 58,836 $3.55M 0.53% +15,283 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 reported; 2024Q4: not reported; 2025Q1: 5,168 shares; 2025Q2: 604 shares; 2025Q3: 666 shares; 2025Q4: 671 shares; 2026Q1: 1,335 shares; 2026Q2: 3,469 shares 3,469 $3.51M 0.52% +2,134 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,998 shares; 2025Q1: 18,303 shares; 2025Q2: 23,715 shares; 2025Q3: 37,454 shares; 2025Q4: 42,617 shares; 2026Q1: 51,195 shares; 2026Q2: 70,187 shares 70,187 $3.5M 0.52% +18,992 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,746 shares; 2025Q3: 21,693 shares; 2025Q4: 24,726 shares; 2026Q1: 28,649 shares; 2026Q2: 40,179 shares 40,179 $3.47M 0.52% +11,530 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 reported; 2024Q4: 4,116 shares; 2025Q1: 12,434 shares; 2025Q2: 14,167 shares; 2025Q3: 24,030 shares; 2025Q4: 27,585 shares; 2026Q1: 35,470 shares; 2026Q2: 47,710 shares 47,710 $3.43M 0.51% +12,240 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,840 shares; 2026Q2: 71,082 shares 71,082 $3.43M 0.51% +21,242 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: 920 shares; 2024Q4: 915 shares; 2025Q1: 1,002 shares; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,259 shares 15,259 $3.36M 0.5% new Timeline APG API GROUP CORP More: the full row for API GROUP 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: 66,463 shares; 2026Q2: 78,676 shares 78,676 $3.33M 0.5% +12,213 Timeline TLTW 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: 308,713 shares; 2025Q3: 489,561 shares; 2025Q4: 654,962 shares; 2026Q1: 415,618 shares; 2026Q2: 147,659 shares 147,659 $3.3M 0.49% -267,959 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 27,968 shares; 2026Q2: 40,527 shares 40,527 $3.25M 0.48% +12,559 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,915 shares; 2026Q2: 4,291 shares 4,291 $3.24M 0.48% +1,376 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 32,683 shares; 2026Q2: 37,317 shares 37,317 $3.22M 0.48% +4,634 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,060 shares; 2026Q2: 11,901 shares 11,901 $3.18M 0.47% -13,159 Timeline QGRO 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: 7,008 shares; 2024Q4: 8,766 shares; 2025Q1: 13,354 shares; 2025Q2: 15,418 shares; 2025Q3: 15,065 shares; 2025Q4: 19,761 shares; 2026Q1: 16,003 shares; 2026Q2: 26,889 shares 26,889 $3.17M 0.47% +10,886 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 14,751 shares; 2026Q2: 14,509 shares 14,509 $3.14M 0.47% -242 Timeline INTU INTUIT More: the full row for INTUIT 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: 11,834 shares 11,834 $3.09M 0.46% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,653 shares; 2024Q4: 31,149 shares; 2025Q1: 45,246 shares; 2025Q2: 59,238 shares; 2025Q3: 90,141 shares; 2025Q4: 105,796 shares; 2026Q1: 94,129 shares; 2026Q2: 121,119 shares 121,119 $3.04M 0.45% +26,990 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,448 shares; 2025Q1: 4,540 shares; 2025Q2: 4,389 shares; 2025Q3: 5,978 shares; 2025Q4: 6,511 shares; 2026Q1: 6,806 shares; 2026Q2: 11,950 shares 11,950 $3.03M 0.45% +5,144 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES 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: 31,178 shares 31,178 $2.83M 0.42% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: not reported; 2026Q2: 12,674 shares 12,674 $2.82M 0.42% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,596 shares; 2024Q4: 18,595 shares; 2025Q1: 24,387 shares; 2025Q2: 28,682 shares; 2025Q3: 26,904 shares; 2025Q4: 31,320 shares; 2026Q1: 25,925 shares; 2026Q2: 32,969 shares 32,969 $2.71M 0.4% +7,044 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,970 shares 9,970 $2.71M 0.4% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD 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: 96,506 shares 96,506 $2.55M 0.38% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,077 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,343 shares; 2026Q2: 40,953 shares 40,953 $2.37M 0.35% +25,610 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,311 shares; 2026Q2: 20,817 shares 20,817 $2.15M 0.32% +6,506 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: 9,017 shares; 2024Q4: 10,855 shares; 2025Q1: 13,273 shares; 2025Q2: 13,176 shares; 2025Q3: 11,260 shares; 2025Q4: 13,968 shares; 2026Q1: 28,587 shares; 2026Q2: 5,645 shares 5,645 $2.11M 0.31% -22,942 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,274 shares; 2025Q2: 25,796 shares; 2025Q3: 26,169 shares; 2025Q4: 32,814 shares; 2026Q1: 41,816 shares; 2026Q2: 52,375 shares 52,375 $2.08M 0.31% +10,559 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,186 shares; 2025Q4: 21,899 shares; 2026Q1: 38,373 shares; 2026Q2: 55,140 shares 55,140 $1.84M 0.27% +16,767 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 7,814 shares 7,814 $1.73M 0.26% new 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: 464 shares; 2024Q4: 484 shares; 2025Q1: 483 shares; 2025Q2: 469 shares; 2025Q3: 455 shares; 2025Q4: 2,241 shares; 2026Q1: 2,239 shares; 2026Q2: 2,304 shares 2,304 $1.7M 0.25% +65 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 7,486 shares 7,486 $1.68M 0.25% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,473 shares; 2025Q4: 5,205 shares; 2026Q1: 14,082 shares; 2026Q2: 1,413 shares 1,413 $1.63M 0.24% -12,669 Timeline SCHB 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: 7,359 shares; 2024Q4: 32,863 shares; 2025Q1: 33,983 shares; 2025Q2: 43,614 shares; 2025Q3: 44,952 shares; 2025Q4: 51,232 shares; 2026Q1: 54,614 shares; 2026Q2: 53,774 shares 53,774 $1.56M 0.23% -840 Timeline BSCS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,572 shares; 2025Q4: 16,533 shares; 2026Q1: 15,075 shares; 2026Q2: 76,234 shares 76,234 $1.55M 0.23% +61,159 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: 13,427 shares; 2024Q4: 17,660 shares; 2025Q1: 17,345 shares; 2025Q2: 21,598 shares; 2025Q3: 20,748 shares; 2025Q4: 22,332 shares; 2026Q1: 23,616 shares; 2026Q2: 30,692 shares 30,692 $1.55M 0.23% +7,076 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,336 shares; 2026Q2: 22,944 shares 22,944 $1.51M 0.22% +4,608 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 43,000 shares 43,000 $1.4M 0.21% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 8,834 shares 8,834 $1.1M 0.16% +8,135 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: 936 shares; 2024Q4: 1,508 shares; 2025Q1: 1,584 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,518 shares; 2026Q2: 2,140 shares 2,140 $1.07M 0.16% +622 Timeline JCPI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,435 shares; 2026Q2: 22,347 shares 22,347 $1.07M 0.16% +17,912 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,178 shares; 2026Q2: 8,979 shares 8,979 $1.04M 0.16% +2,801 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,546 shares 20,546 $1.04M 0.16% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,354 shares 10,354 $1.03M 0.15% new Timeline JMST 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,813 shares 19,813 $1.01M 0.15% new 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: 2,283 shares; 2024Q4: 2,078 shares; 2025Q1: 897 shares; 2025Q2: 764 shares; 2025Q3: 1,316 shares; 2025Q4: 3,227 shares; 2026Q1: 3,213 shares; 2026Q2: 2,658 shares 2,658 $984K 0.15% -555 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: 4,980 shares; 2024Q4: 6,403 shares; 2025Q1: 43,980 shares; 2025Q2: 69,043 shares; 2025Q3: 79,090 shares; 2025Q4: 86,528 shares; 2026Q1: 76,945 shares; 2026Q2: 7,150 shares 7,150 $978K 0.15% -69,795 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: 1,717 shares; 2024Q4: 2,562 shares; 2025Q1: 5,151 shares; 2025Q2: 4,732 shares; 2025Q3: 5,081 shares; 2025Q4: 5,171 shares; 2026Q1: 5,199 shares; 2026Q2: 2,488 shares 2,488 $889K 0.13% -2,711 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,870 shares; 2024Q4: 16,063 shares; 2025Q1: 11,086 shares; 2025Q2: 9,985 shares; 2025Q3: 10,759 shares; 2025Q4: 12,257 shares; 2026Q1: 1,488 shares; 2026Q2: 1,100 shares 1,100 $821K 0.12% -388 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares; 2026Q2: 8,374 shares 8,374 $736K 0.11% +4,912 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,172 shares; 2024Q4: 25,773 shares; 2025Q1: 36,605 shares; 2025Q2: 47,308 shares; 2025Q3: 75,166 shares; 2025Q4: 85,571 shares; 2026Q1: 92,012 shares; 2026Q2: 29,065 shares 29,065 $707K 0.11% -62,947 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: 21,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629 shares; 2026Q1: 25,097 shares; 2026Q2: 1,857 shares 1,857 $701K 0.1% -23,240 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: 1,284 shares; 2024Q4: 1,130 shares; 2025Q1: 1,103 shares; 2025Q2: 849 shares; 2025Q3: 909 shares; 2025Q4: 913 shares; 2026Q1: 874 shares; 2026Q2: 1,636 shares 1,636 $688K 0.1% +762 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,191 shares; 2026Q2: 3,908 shares 3,908 $655K 0.1% +2,717 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: 1,476 shares; 2024Q4: 2,152 shares; 2025Q1: 2,267 shares; 2025Q2: 6,419 shares; 2025Q3: 21,137 shares; 2025Q4: 3,289 shares; 2026Q1: 1,712 shares; 2026Q2: 1,745 shares 1,745 $595K 0.09% +33 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,543 shares; 2024Q4: 125,682 shares; 2025Q1: not reported; 2025Q2: 25,382 shares; 2025Q3: 78,554 shares; 2025Q4: 9,846 shares; 2026Q1: not reported; 2026Q2: 22,448 shares 22,448 $574K 0.09% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 5,278 shares; 2025Q2: 6,219 shares; 2025Q3: 4,415 shares; 2025Q4: 10,594 shares; 2026Q1: 386 shares; 2026Q2: 927 shares 927 $522K 0.08% +541 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: 530 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 854 shares; 2025Q4: 862 shares; 2026Q1: 6,944 shares; 2026Q2: 1,454 shares 1,454 $513K 0.08% -5,490 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,908 shares; 2025Q3: 15,196 shares; 2025Q4: 20,253 shares; 2026Q1: 22,879 shares; 2026Q2: 22,018 shares 22,018 $509K 0.08% -861 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,325 shares; 2025Q2: 38,887 shares; 2025Q3: 36,300 shares; 2025Q4: 9,098 shares; 2026Q1: 1,393 shares; 2026Q2: 1,150 shares 1,150 $496K 0.07% -243 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,734 shares 1,734 $488K 0.07% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 636 shares 636 $476K 0.07% +315 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,914 shares; 2025Q4: 15,800 shares; 2026Q1: 16,971 shares; 2026Q2: 1,251 shares 1,251 $468K 0.07% -15,720 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: 1,232 shares; 2024Q4: 1,932 shares; 2025Q1: 4,388 shares; 2025Q2: 4,642 shares; 2025Q3: 6,629 shares; 2025Q4: 7,162 shares; 2026Q1: 993 shares; 2026Q2: 1,737 shares 1,737 $437K 0.07% +744 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: 61,221 shares; 2025Q1: 67,457 shares; 2025Q2: 1,566 shares; 2025Q3: 1,586 shares; 2025Q4: 1,787 shares; 2026Q1: 1,837 shares; 2026Q2: 748 shares 748 $435K 0.06% -1,089 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 3,691 shares; 2025Q4: 4,209 shares; 2026Q1: 373 shares; 2026Q2: 814 shares 814 $415K 0.06% +441 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: 4,848 shares; 2024Q4: 23,953 shares; 2025Q1: 30,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $406K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,671 shares 1,671 $405K 0.06% new Timeline ICSH 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: 59,634 shares; 2025Q4: 110,771 shares; 2026Q1: 33,473 shares; 2026Q2: 7,723 shares 7,723 $391K 0.06% -25,750 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: 7,461 shares; 2024Q4: 32,640 shares; 2025Q1: 21,615 shares; 2025Q2: 25,851 shares; 2025Q3: 41,557 shares; 2025Q4: 45,438 shares; 2026Q1: 6,037 shares; 2026Q2: 8,840 shares 8,840 $374K 0.06% +2,803 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,915 shares; 2024Q4: 258,468 shares; 2025Q1: 240,248 shares; 2025Q2: 228,552 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,697 shares 40,697 $367K 0.05% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,011 shares; 2025Q2: 87,676 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,136 shares 12,136 $364K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,154 shares; 2024Q4: 28,139 shares; 2025Q1: 117,312 shares; 2025Q2: 178,299 shares; 2025Q3: 173,680 shares; 2025Q4: 24,066 shares; 2026Q1: 21,089 shares; 2026Q2: 18,789 shares 18,789 $359K 0.05% -2,300 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD 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: 61,471 shares 61,471 $357K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,316 shares 19,316 $357K 0.05% new 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 reported; 2024Q4: 19,411 shares; 2025Q1: 19,411 shares; 2025Q2: 19,411 shares; 2025Q3: 19,411 shares; 2025Q4: 19,411 shares; 2026Q1: 9,706 shares; 2026Q2: 9,706 shares 9,706 $355K 0.05% 0 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: 1,400 shares; 2024Q4: 2,242 shares; 2025Q1: 5,488 shares; 2025Q2: 6,882 shares; 2025Q3: 11,197 shares; 2025Q4: 12,158 shares; 2026Q1: 13,459 shares; 2026Q2: 2,138 shares 2,138 $354K 0.05% -11,321 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO 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: 9,582 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,914 shares 6,914 $351K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $350K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,954 shares 2,954 $347K 0.05% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 4,870 shares 4,870 $340K 0.05% +370 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313 shares 313 $334K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 702 shares; 2026Q1: 734 shares; 2026Q2: 3,846 shares 3,846 $331K 0.05% +3,112 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 503 shares 503 $321K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 4,256 shares; 2025Q4: 4,171 shares; 2026Q1: 4,150 shares; 2026Q2: 3,267 shares 3,267 $316K 0.05% -883 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: 146,166 shares; 2024Q4: 94,627 shares; 2025Q1: 89,666 shares; 2025Q2: 113,157 shares; 2025Q3: 120,581 shares; 2025Q4: 76,142 shares; 2026Q1: 97,919 shares; 2026Q2: 5,517 shares 5,517 $312K 0.05% -92,402 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $312K 0.05% new 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 reported; 2024Q4: 1,018 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,024 shares; 2025Q4: 1,056 shares; 2026Q1: 1,021 shares; 2026Q2: 3,804 shares 3,804 $306K 0.05% +2,783 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: 2,006 shares; 2024Q4: not reported; 2025Q1: 2,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,605 shares 1,605 $306K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: 493 shares; 2026Q2: 824 shares 824 $304K 0.05% +331 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,338 shares 1,338 $292K 0.04% -161 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394 shares 394 $281K 0.04% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 4,482 shares; 2026Q2: 5,082 shares 5,082 $278K 0.04% +600 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $278K 0.04% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,443 shares; 2024Q4: 17,443 shares; 2025Q1: 13,490 shares; 2025Q2: 8,999 shares; 2025Q3: 4,134 shares; 2025Q4: 4,237 shares; 2026Q1: 4,134 shares; 2026Q2: 4,289 shares 4,289 $275K 0.04% +155 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,901 shares; 2024Q4: 36,413 shares; 2025Q1: 29,146 shares; 2025Q2: 27,131 shares; 2025Q3: 24,734 shares; 2025Q4: 26,694 shares; 2026Q1: 6,178 shares; 2026Q2: 5,444 shares 5,444 $274K 0.04% -734 Timeline SCHF 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: 9,332 shares; 2026Q1: 9,787 shares; 2026Q2: 9,716 shares 9,716 $269K 0.04% -71 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 7,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073 shares; 2026Q2: 1,306 shares 1,306 $268K 0.04% +233 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369 shares 369 $267K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,873 shares 2,873 $263K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $263K 0.04% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 1,089 shares 1,089 $259K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: not reported; 2026Q2: 2,152 shares 2,152 $257K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,817 shares; 2026Q2: 585 shares 585 $253K 0.04% -33,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $250K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,762 shares 1,762 $246K 0.04% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,777 shares; 2024Q4: 210,589 shares; 2025Q1: 221,131 shares; 2025Q2: 225,178 shares; 2025Q3: 139,689 shares; 2025Q4: 263,045 shares; 2026Q1: 47,211 shares; 2026Q2: 11,934 shares 11,934 $245K 0.04% -35,277 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: 69,991 shares; 2024Q4: 163,532 shares; 2025Q1: 188,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 5,214 shares 5,214 $242K 0.04% +164 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,258 shares; 2025Q4: 1,283 shares; 2026Q1: not reported; 2026Q2: 1,602 shares 1,602 $235K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,405 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,413 shares; 2025Q4: 2,405 shares; 2026Q1: 2,416 shares; 2026Q2: 2,451 shares 2,451 $235K 0.03% +35 Timeline QYLD 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: 161,933 shares; 2024Q4: 230,055 shares; 2025Q1: 132,184 shares; 2025Q2: 151,077 shares; 2025Q3: 191,458 shares; 2025Q4: 233,078 shares; 2026Q1: 12,728 shares; 2026Q2: 12,688 shares 12,688 $234K 0.03% -40 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,538 shares 1,538 $233K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 843 shares 843 $228K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 403 shares; 2025Q1: 7,340 shares; 2025Q2: not reported; 2025Q3: 486 shares; 2025Q4: 510 shares; 2026Q1: not reported; 2026Q2: 423 shares 423 $212K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,197 shares 1,197 $211K 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 106 shares 106 $210K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $210K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 242 shares 242 $208K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022 $205K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 211 shares 211 $204K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,124 shares 1,124 $203K 0.03% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY 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: 908 shares 908 $203K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 10,533 shares 10,533 $177K 0.03% new Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 24,517 shares 24,517 $142K 0.02% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,810 shares; 2024Q4: 115,810 shares; 2025Q1: 115,810 shares; 2025Q2: 115,810 shares; 2025Q3: 115,810 shares; 2025Q4: 115,810 shares; 2026Q1: 115,810 shares; 2026Q2: 115,810 shares 115,810 $46.6K 0.01% 0 Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,329 shares; 2024Q4: 17,329 shares; 2025Q1: 17,329 shares; 2025Q2: 17,329 shares; 2025Q3: 17,329 shares; 2025Q4: 17,329 shares; 2026Q1: 17,329 shares; 2026Q2: 17,329 shares 17,329 $23.9K <0.01% 0 Timeline