NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,548 shares; 2024Q4: 397,861 shares; 2025Q1: 447,096 shares; 2025Q2: 475,006 shares; 2025Q3: 363,703 shares; 2025Q4: 375,954 shares; 2026Q1: 366,508 shares; 2026Q2: 435,514 shares 435,514 $87.1M 4.84% +69,006 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: 214,353 shares; 2024Q4: 218,467 shares; 2025Q1: 234,065 shares; 2025Q2: 241,294 shares; 2025Q3: 232,448 shares; 2025Q4: 231,936 shares; 2026Q1: 236,096 shares; 2026Q2: 281,765 shares 281,765 $81.5M 4.53% +45,669 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: 182,335 shares; 2024Q4: 187,541 shares; 2025Q1: 177,017 shares; 2025Q2: 176,803 shares; 2025Q3: 143,381 shares; 2025Q4: 121,990 shares; 2026Q1: 166,803 shares; 2026Q2: 192,350 shares 192,350 $68M 3.78% +25,547 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: 19,519 shares; 2024Q4: 23,628 shares; 2025Q1: 22,210 shares; 2025Q2: 43,518 shares; 2025Q3: 68,216 shares; 2025Q4: 70,034 shares; 2026Q1: 67,348 shares; 2026Q2: 74,272 shares 74,272 $54.7M 3.04% +6,924 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: 179,195 shares; 2024Q4: 188,492 shares; 2025Q1: 188,997 shares; 2025Q2: 198,277 shares; 2025Q3: 190,682 shares; 2025Q4: 198,144 shares; 2026Q1: 216,078 shares; 2026Q2: 224,386 shares 224,386 $53.5M 2.97% +8,308 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: 116,997 shares; 2024Q4: 128,881 shares; 2025Q1: 135,863 shares; 2025Q2: 137,140 shares; 2025Q3: 140,252 shares; 2025Q4: 157,987 shares; 2026Q1: 180,938 shares; 2026Q2: 136,240 shares 136,240 $50.8M 2.82% -44,698 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: 2,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,386 shares; 2025Q3: 67,464 shares; 2025Q4: 74,540 shares; 2026Q1: 58,320 shares; 2026Q2: 37,307 shares 37,307 $43.1M 2.39% -21,013 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,882 shares; 2024Q4: 278,498 shares; 2025Q1: 324,454 shares; 2025Q2: 314,342 shares; 2025Q3: 245,149 shares; 2025Q4: 225,139 shares; 2026Q1: 219,274 shares; 2026Q2: 197,723 shares 197,723 $39.9M 2.22% -21,551 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: 342,932 shares; 2024Q4: 347,013 shares; 2025Q1: 10,106 shares; 2025Q2: not reported; 2025Q3: 377,030 shares; 2025Q4: 381,630 shares; 2026Q1: 250,575 shares; 2026Q2: 260,206 shares 260,206 $36.3M 2.02% +9,631 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: 72,289 shares; 2024Q4: 73,628 shares; 2025Q1: 84,363 shares; 2025Q2: 87,538 shares; 2025Q3: 63,453 shares; 2025Q4: 64,357 shares; 2026Q1: 64,237 shares; 2026Q2: 62,340 shares 62,340 $36.2M 2.01% -1,897 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: 68,829 shares; 2024Q4: 75,275 shares; 2025Q1: 92,219 shares; 2025Q2: 98,847 shares; 2025Q3: 72,867 shares; 2025Q4: 78,300 shares; 2026Q1: 82,778 shares; 2026Q2: 87,992 shares 87,992 $33.2M 1.85% +5,214 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,030 shares; 2024Q4: 50,666 shares; 2025Q1: 59,289 shares; 2025Q2: 61,974 shares; 2025Q3: 48,527 shares; 2025Q4: 52,434 shares; 2026Q1: 47,435 shares; 2026Q2: 60,921 shares 60,921 $29.1M 1.62% +13,486 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: 47,428 shares; 2024Q4: 47,252 shares; 2025Q1: 49,495 shares; 2025Q2: 48,689 shares; 2025Q3: 50,193 shares; 2025Q4: 48,939 shares; 2026Q1: 55,407 shares; 2026Q2: 59,230 shares 59,230 $24.9M 1.38% +3,823 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: 58,656 shares; 2024Q4: 58,287 shares; 2025Q1: 41,827 shares; 2025Q2: 43,497 shares; 2025Q3: 38,166 shares; 2025Q4: 48,646 shares; 2026Q1: 47,981 shares; 2026Q2: 43,652 shares 43,652 $24.6M 1.37% -4,329 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: 65,710 shares; 2024Q4: 67,429 shares; 2025Q1: 83,016 shares; 2025Q2: 79,622 shares; 2025Q3: 73,866 shares; 2025Q4: 77,475 shares; 2026Q1: 78,370 shares; 2026Q2: 73,365 shares 73,365 $24.6M 1.37% -5,005 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,866 shares; 2024Q4: 70,323 shares; 2025Q1: 47,297 shares; 2025Q2: 169,744 shares; 2025Q3: 287,826 shares; 2025Q4: 186,119 shares; 2026Q1: 95,419 shares; 2026Q2: 237,617 shares 237,617 $23.9M 1.33% +142,198 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: 2,447 shares; 2024Q4: 2,794 shares; 2025Q1: 2,788 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,723 shares; 2026Q1: 38,537 shares; 2026Q2: 270,900 shares 270,900 $23.3M 1.3% +232,363 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,300 shares; 2024Q4: 12,311 shares; 2025Q1: 14,878 shares; 2025Q2: 15,295 shares; 2025Q3: 15,792 shares; 2025Q4: 16,322 shares; 2026Q1: 13,596 shares; 2026Q2: 11,592 shares 11,592 $23.1M 1.28% -2,004 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,211 shares; 2026Q2: 84,851 shares 84,851 $21.7M 1.2% +72,640 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: 20,587 shares; 2024Q4: 32,396 shares; 2025Q1: 35,282 shares; 2025Q2: 17,900 shares; 2025Q3: 20,682 shares; 2025Q4: 16,342 shares; 2026Q1: 15,876 shares; 2026Q2: 17,932 shares 17,932 $21.5M 1.2% +2,056 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 8,240 shares; 2026Q1: 9,210 shares; 2026Q2: 42,504 shares 42,504 $20.6M 1.14% +33,294 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,117 shares; 2025Q3: 206,501 shares; 2025Q4: 213,680 shares; 2026Q1: 207,072 shares; 2026Q2: 168,089 shares 168,089 $19.2M 1.07% -38,983 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: 24,777 shares; 2024Q4: 27,160 shares; 2025Q1: 29,141 shares; 2025Q2: 29,183 shares; 2025Q3: 21,647 shares; 2025Q4: 24,046 shares; 2026Q1: 27,602 shares; 2026Q2: 20,472 shares 20,472 $19.2M 1.06% -7,130 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,698 shares; 2025Q3: 175,889 shares; 2025Q4: 182,907 shares; 2026Q1: 227,564 shares; 2026Q2: 234,057 shares 234,057 $18M 1% +6,493 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: 61,674 shares; 2026Q2: 71,874 shares 71,874 $17.4M 0.97% +10,200 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: 11,682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,680 shares; 2026Q1: 86,323 shares; 2026Q2: 100,211 shares 100,211 $17M 0.95% +13,888 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: 41,875 shares; 2025Q3: 774 shares; 2025Q4: 1,455 shares; 2026Q1: 44,059 shares; 2026Q2: 40,598 shares 40,598 $16.9M 0.94% -3,461 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: 19,870 shares; 2024Q4: 20,893 shares; 2025Q1: 25,260 shares; 2025Q2: 44,248 shares; 2025Q3: 42,778 shares; 2025Q4: 43,966 shares; 2026Q1: 45,677 shares; 2026Q2: 51,177 shares 51,177 $16.8M 0.93% +5,500 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,293 shares; 2024Q4: 312,588 shares; 2025Q1: 74,129 shares; 2025Q2: 63,310 shares; 2025Q3: 133,460 shares; 2025Q4: 155,050 shares; 2026Q1: 449,086 shares; 2026Q2: 504,186 shares 504,186 $16.5M 0.92% +55,100 Timeline QQQA 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: not reported; 2026Q2: 188,008 shares 188,008 $16M 0.89% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,424 shares; 2024Q4: 15,169 shares; 2025Q1: 5,964 shares; 2025Q2: 5,374 shares; 2025Q3: 185,816 shares; 2025Q4: 233,014 shares; 2026Q1: 450,155 shares; 2026Q2: 333,612 shares 333,612 $16M 0.89% -116,543 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: 22,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,256 shares; 2025Q3: 19,423 shares; 2025Q4: 20,928 shares; 2026Q1: 120,513 shares; 2026Q2: 137,520 shares 137,520 $15M 0.83% +17,007 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: 23,158 shares; 2024Q4: 23,351 shares; 2025Q1: 23,370 shares; 2025Q2: 24,607 shares; 2025Q3: 19,684 shares; 2025Q4: 204,269 shares; 2026Q1: 272,178 shares; 2026Q2: 209,494 shares 209,494 $15M 0.83% -62,684 Timeline SPMB 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: 587,175 shares; 2026Q2: 656,299 shares 656,299 $14.6M 0.81% +69,124 Timeline CERY 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: 211,242 shares; 2025Q1: 39,067 shares; 2025Q2: 73,416 shares; 2025Q3: 124,784 shares; 2025Q4: 140,035 shares; 2026Q1: 178,406 shares; 2026Q2: 437,134 shares 437,134 $14.6M 0.81% +258,728 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: 2,927 shares; 2025Q3: 5,660 shares; 2025Q4: 666 shares; 2026Q1: 760 shares; 2026Q2: 12,300 shares 12,300 $14.5M 0.8% +11,540 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 32,292 shares; 2025Q4: 35,095 shares; 2026Q1: 16,477 shares; 2026Q2: 49,440 shares 49,440 $14.2M 0.79% +32,963 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: 24,638 shares; 2024Q4: 26,503 shares; 2025Q1: 30,132 shares; 2025Q2: 27,739 shares; 2025Q3: 34,149 shares; 2025Q4: 35,904 shares; 2026Q1: 27,325 shares; 2026Q2: 27,672 shares 27,672 $13.8M 0.77% +347 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,710 shares; 2025Q3: 34,095 shares; 2025Q4: 36,227 shares; 2026Q1: 34,068 shares; 2026Q2: 38,198 shares 38,198 $12.9M 0.72% +4,130 Timeline FDM 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: not reported; 2025Q2: 172,210 shares; 2025Q3: 182,544 shares; 2025Q4: 191,000 shares; 2026Q1: 189,337 shares; 2026Q2: 137,561 shares 137,561 $12.8M 0.71% -51,776 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 192,045 shares; 2026Q1: 224,688 shares; 2026Q2: 228,088 shares 228,088 $12.8M 0.71% +3,400 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: 1,850 shares; 2024Q4: 2,481 shares; 2025Q1: 1,956 shares; 2025Q2: 96,532 shares; 2025Q3: 131,448 shares; 2025Q4: 137,487 shares; 2026Q1: 87,085 shares; 2026Q2: 91,890 shares 91,890 $12.6M 0.7% +4,805 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,775 shares; 2026Q2: 116,391 shares 116,391 $12.3M 0.68% +58,616 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: 592 shares; 2024Q4: 602 shares; 2025Q1: 584 shares; 2025Q2: 13,688 shares; 2025Q3: 12,287 shares; 2025Q4: 12,762 shares; 2026Q1: 11,854 shares; 2026Q2: 11,507 shares 11,507 $11.6M 0.65% -347 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: 7,279 shares; 2026Q1: 17,828 shares; 2026Q2: 18,135 shares 18,135 $11.6M 0.64% +307 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383,954 shares; 2026Q2: 447,565 shares 447,565 $11.4M 0.63% +63,611 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: 23,062 shares; 2024Q4: 26,369 shares; 2025Q1: 42,662 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 992 shares; 2026Q1: 2,180 shares; 2026Q2: 43,812 shares 43,812 $11.1M 0.62% +41,632 Timeline XT 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: 113,286 shares; 2026Q2: 134,343 shares 134,343 $11.1M 0.62% +21,057 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 5,198 shares; 2026Q1: not reported; 2026Q2: 318,192 shares 318,192 $11.1M 0.62% 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: 1,894 shares; 2025Q4: 17,746 shares; 2026Q1: 20,928 shares; 2026Q2: 25,178 shares 25,178 $10.9M 0.61% +4,250 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272,639 shares 272,639 $10.8M 0.6% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,890 shares; 2025Q3: 468,739 shares; 2025Q4: 474,973 shares; 2026Q1: 293,512 shares; 2026Q2: 307,591 shares 307,591 $10.4M 0.58% +14,079 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,691 shares; 2026Q2: 111,667 shares 111,667 $10.4M 0.58% +17,976 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: not reported; 2026Q1: 37,493 shares; 2026Q2: 46,176 shares 46,176 $10.3M 0.57% +8,683 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,408 shares 35,408 $10.3M 0.57% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,689 shares; 2024Q4: 11,084 shares; 2025Q1: 12,164 shares; 2025Q2: 161,282 shares; 2025Q3: 165,274 shares; 2025Q4: 174,227 shares; 2026Q1: 178,230 shares; 2026Q2: 177,517 shares 177,517 $10.2M 0.57% -713 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,036 shares; 2024Q4: 119,450 shares; 2025Q1: 122,286 shares; 2025Q2: 108,737 shares; 2025Q3: 102,492 shares; 2025Q4: 100,807 shares; 2026Q1: 93,691 shares; 2026Q2: 64,767 shares 64,767 $10.2M 0.57% -28,924 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,914 shares; 2024Q4: 17,242 shares; 2025Q1: 48,310 shares; 2025Q2: 59,688 shares; 2025Q3: 35,721 shares; 2025Q4: 111,027 shares; 2026Q1: 57,293 shares; 2026Q2: 101,040 shares 101,040 $10.1M 0.56% +43,747 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: 300,362 shares; 2026Q2: 363,816 shares 363,816 $9.65M 0.54% +63,454 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: 15,358 shares; 2024Q4: 15,555 shares; 2025Q1: 16,174 shares; 2025Q2: 16,422 shares; 2025Q3: 14,151 shares; 2025Q4: 13,725 shares; 2026Q1: 13,572 shares; 2026Q2: 12,717 shares 12,717 $9.52M 0.53% -855 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 168,668 shares; 2026Q1: 171,645 shares; 2026Q2: 136,742 shares 136,742 $9.46M 0.53% -34,903 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,619 shares; 2025Q3: 650,588 shares; 2025Q4: 711,525 shares; 2026Q1: 720,829 shares; 2026Q2: 748,277 shares 748,277 $8.87M 0.49% +27,448 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,804 shares; 2025Q4: 255,237 shares; 2026Q1: 191,661 shares; 2026Q2: 208,405 shares 208,405 $8.82M 0.49% +16,744 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,266 shares; 2026Q2: 82,255 shares 82,255 $8.4M 0.47% +11,989 Timeline MLPA 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: 31,065 shares; 2025Q3: 67,212 shares; 2025Q4: 83,140 shares; 2026Q1: 98,151 shares; 2026Q2: 157,059 shares 157,059 $8.34M 0.46% +58,908 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,920 shares 135,920 $8.02M 0.45% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP 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: 9,570 shares; 2026Q1: 240,175 shares; 2026Q2: 321,162 shares 321,162 $7.88M 0.44% +80,987 Timeline CNA CNA FINL CORP More: the full row for CNA 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: 40,938 shares; 2026Q2: 161,642 shares 161,642 $7.86M 0.44% +120,704 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,671 shares; 2024Q4: 11,609 shares; 2025Q1: 7,197 shares; 2025Q2: 7,167 shares; 2025Q3: 7,337 shares; 2025Q4: 7,436 shares; 2026Q1: 7,146 shares; 2026Q2: 190,569 shares 190,569 $7.82M 0.43% +183,423 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: 15,352 shares; 2024Q4: 16,372 shares; 2025Q1: 15,201 shares; 2025Q2: 23,569 shares; 2025Q3: 22,039 shares; 2025Q4: 24,717 shares; 2026Q1: 25,693 shares; 2026Q2: 21,778 shares 21,778 $7.78M 0.43% -3,915 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,842 shares; 2024Q4: 217,351 shares; 2025Q1: 68,723 shares; 2025Q2: 62,678 shares; 2025Q3: 135,440 shares; 2025Q4: 166,293 shares; 2026Q1: 309,603 shares; 2026Q2: 300,995 shares 300,995 $7.68M 0.43% -8,608 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: 50,006 shares; 2024Q4: 52,394 shares; 2025Q1: 61,279 shares; 2025Q2: 41,038 shares; 2025Q3: 38,571 shares; 2025Q4: 37,013 shares; 2026Q1: 48,060 shares; 2026Q2: 51,303 shares 51,303 $7.61M 0.42% +3,243 Timeline GVIP 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: 18,519 shares; 2025Q2: 25,412 shares; 2025Q3: 35,323 shares; 2025Q4: 38,258 shares; 2026Q1: 40,035 shares; 2026Q2: 39,390 shares 39,390 $7.43M 0.41% -645 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: 8,581 shares; 2025Q4: 9,055 shares; 2026Q1: 6,661 shares; 2026Q2: 7,211 shares 7,211 $6.96M 0.39% +550 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,502 shares; 2024Q4: 33,694 shares; 2025Q1: 19,231 shares; 2025Q2: 22,775 shares; 2025Q3: 23,584 shares; 2025Q4: 24,537 shares; 2026Q1: 24,022 shares; 2026Q2: 25,188 shares 25,188 $6.77M 0.38% +1,166 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,670 shares 115,670 $6.73M 0.37% new Timeline BILZ 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: 12,852 shares; 2024Q4: not reported; 2025Q1: 5,028 shares; 2025Q2: 12,814 shares; 2025Q3: 58,607 shares; 2025Q4: 64,025 shares; 2026Q1: 64,617 shares; 2026Q2: 66,223 shares 66,223 $6.68M 0.37% +1,606 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: 41,458 shares; 2024Q4: 24,496 shares; 2025Q1: 17,148 shares; 2025Q2: 17,148 shares; 2025Q3: 17,469 shares; 2025Q4: 65,564 shares; 2026Q1: 34,453 shares; 2026Q2: 34,282 shares 34,282 $6.53M 0.36% -171 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,506 shares; 2025Q2: 77,320 shares; 2025Q3: 118,990 shares; 2025Q4: 127,710 shares; 2026Q1: 131,409 shares; 2026Q2: 130,384 shares 130,384 $6.3M 0.35% -1,025 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,094 shares; 2025Q3: 16,216 shares; 2025Q4: 18,352 shares; 2026Q1: 19,934 shares; 2026Q2: 20,841 shares 20,841 $6.26M 0.35% +907 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,966 shares; 2026Q1: 15,757 shares; 2026Q2: 114,683 shares 114,683 $6.22M 0.35% +98,926 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,424 shares 95,424 $6.15M 0.34% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224,441 shares; 2026Q2: 254,299 shares 254,299 $6.12M 0.34% +29,858 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: 33,881 shares; 2024Q4: 36,346 shares; 2025Q1: 38,227 shares; 2025Q2: 70,685 shares; 2025Q3: 53,480 shares; 2025Q4: 83,886 shares; 2026Q1: 87,461 shares; 2026Q2: 24,202 shares 24,202 $5.94M 0.33% -63,259 Timeline SPYV 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: 74,212 shares; 2026Q2: 93,852 shares 93,852 $5.71M 0.32% +19,640 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,710 shares 114,710 $5.48M 0.3% new Timeline CEMB ISHARES INC More: the full row for ISHARES 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: 107,049 shares; 2026Q2: 118,414 shares 118,414 $5.41M 0.3% +11,365 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: not reported; 2026Q1: 151,182 shares; 2026Q2: 192,884 shares 192,884 $5.34M 0.3% +41,702 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,522 shares; 2024Q4: 8,415 shares; 2025Q1: 25,223 shares; 2025Q2: not reported; 2025Q3: 124,007 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,476 shares 112,476 $5.34M 0.3% new Timeline KOMP 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: 56,670 shares; 2026Q2: 71,597 shares 71,597 $5.12M 0.28% +14,927 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: 8,294 shares; 2024Q4: 8,006 shares; 2025Q1: 5,707 shares; 2025Q2: 5,671 shares; 2025Q3: 5,547 shares; 2025Q4: 5,450 shares; 2026Q1: 5,404 shares; 2026Q2: 7,332 shares 7,332 $5.04M 0.28% +1,928 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: 1,465 shares; 2025Q3: 1,628 shares; 2025Q4: 1,971 shares; 2026Q1: 5,927 shares; 2026Q2: 6,802 shares 6,802 $4.92M 0.27% +875 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,994 shares; 2024Q4: 40,929 shares; 2025Q1: 38,302 shares; 2025Q2: 38,644 shares; 2025Q3: 37,687 shares; 2025Q4: 36,102 shares; 2026Q1: 35,457 shares; 2026Q2: 35,041 shares 35,041 $4.82M 0.27% -416 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,654 shares; 2025Q3: 14,934 shares; 2025Q4: 21,532 shares; 2026Q1: 21,421 shares; 2026Q2: 19,973 shares 19,973 $4.73M 0.26% -1,448 Timeline FLTR 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: 125,620 shares; 2026Q2: 179,412 shares 179,412 $4.59M 0.26% +53,792 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,376 shares 61,376 $4.37M 0.24% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,023 shares; 2026Q2: 68,974 shares 68,974 $4.12M 0.23% +12,951 Timeline SHY 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: 58,872 shares; 2025Q1: 50,345 shares; 2025Q2: 23,306 shares; 2025Q3: 33,654 shares; 2025Q4: 36,102 shares; 2026Q1: 37,111 shares; 2026Q2: 49,173 shares 49,173 $4.04M 0.22% +12,062 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,672 shares; 2026Q2: 75,306 shares 75,306 $4M 0.22% +8,634 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,843 shares; 2026Q2: 34,026 shares 34,026 $4M 0.22% +3,183 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,095 shares; 2025Q1: 22,541 shares; 2025Q2: 21,764 shares; 2025Q3: 24,951 shares; 2025Q4: 27,890 shares; 2026Q1: 30,100 shares; 2026Q2: 36,242 shares 36,242 $3.97M 0.22% +6,142 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: 5,705 shares; 2025Q3: 7,123 shares; 2025Q4: 7,448 shares; 2026Q1: 10,759 shares; 2026Q2: 10,636 shares 10,636 $3.94M 0.22% -123 Timeline JAAA 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: 116,684 shares; 2025Q2: not reported; 2025Q3: 4,183 shares; 2025Q4: 11,813 shares; 2026Q1: 61,172 shares; 2026Q2: 77,345 shares 77,345 $3.91M 0.22% +16,173 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,337 shares; 2026Q2: 50,415 shares 50,415 $3.81M 0.21% +9,078 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,399 shares; 2026Q2: 47,487 shares 47,487 $3.75M 0.21% +9,088 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,522 shares; 2024Q4: 117,257 shares; 2025Q1: 118,951 shares; 2025Q2: 11,460 shares; 2025Q3: 15,259 shares; 2025Q4: 10,989 shares; 2026Q1: 12,868 shares; 2026Q2: 17,501 shares 17,501 $3.72M 0.21% +4,633 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,376 shares 37,376 $3.66M 0.2% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,897 shares; 2026Q2: 34,860 shares 34,860 $3.62M 0.2% +3,963 Timeline HYLS 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: 60,428 shares; 2024Q4: 64,634 shares; 2025Q1: 61,510 shares; 2025Q2: 66,053 shares; 2025Q3: 72,242 shares; 2025Q4: 75,947 shares; 2026Q1: 76,039 shares; 2026Q2: 88,354 shares 88,354 $3.59M 0.2% +12,315 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,847 shares 85,847 $3.49M 0.19% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,531 shares; 2026Q2: 29,544 shares 29,544 $3.47M 0.19% +3,013 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,531 shares; 2024Q4: 144,381 shares; 2025Q1: 146,465 shares; 2025Q2: 160,772 shares; 2025Q3: 168,753 shares; 2025Q4: 175,316 shares; 2026Q1: 175,173 shares; 2026Q2: 192,301 shares 192,301 $3.44M 0.19% +17,128 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,473 shares; 2024Q4: 58,542 shares; 2025Q1: 57,583 shares; 2025Q2: 60,940 shares; 2025Q3: 65,150 shares; 2025Q4: 68,851 shares; 2026Q1: 65,976 shares; 2026Q2: 74,920 shares 74,920 $3.35M 0.19% +8,944 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: 5,354 shares; 2025Q3: 16,068 shares; 2025Q4: 18,609 shares; 2026Q1: 32,454 shares; 2026Q2: 38,107 shares 38,107 $3.35M 0.19% +5,653 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: 34,362 shares; 2024Q4: 30,637 shares; 2025Q1: 25,032 shares; 2025Q2: 33,712 shares; 2025Q3: 4,547 shares; 2025Q4: 19,172 shares; 2026Q1: 21,803 shares; 2026Q2: 4,390 shares 4,390 $3.28M 0.18% -17,413 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,400 shares 58,400 $3.15M 0.18% new 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: not reported; 2024Q4: 22,944 shares; 2025Q1: 22,791 shares; 2025Q2: 17,497 shares; 2025Q3: 22,489 shares; 2025Q4: 23,676 shares; 2026Q1: 23,556 shares; 2026Q2: 29,182 shares 29,182 $3.15M 0.17% +5,626 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES 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: 53,114 shares 53,114 $3M 0.17% 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: not reported; 2024Q4: 23,757 shares; 2025Q1: 26,822 shares; 2025Q2: 67,195 shares; 2025Q3: 29,391 shares; 2025Q4: 31,676 shares; 2026Q1: 28,140 shares; 2026Q2: 36,943 shares 36,943 $2.95M 0.16% +8,803 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: 2,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,294 shares; 2026Q1: 1,190 shares; 2026Q2: 1,357 shares 1,357 $2.69M 0.15% +167 Timeline EMB 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: 20,437 shares; 2025Q1: 19,773 shares; 2025Q2: 12,504 shares; 2025Q3: 22,422 shares; 2025Q4: 23,746 shares; 2026Q1: 22,569 shares; 2026Q2: 27,849 shares 27,849 $2.69M 0.15% +5,280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,472 shares 32,472 $2.67M 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,032 shares; 2026Q2: 6,678 shares 6,678 $2.63M 0.15% +646 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: 27,360 shares; 2024Q4: 8,220 shares; 2025Q1: 8,394 shares; 2025Q2: 7,910 shares; 2025Q3: 6,647 shares; 2025Q4: 6,433 shares; 2026Q1: 6,210 shares; 2026Q2: 6,972 shares 6,972 $2.61M 0.14% +762 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,075 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,077 shares; 2026Q2: 26,854 shares 26,854 $2.59M 0.14% +3,777 Timeline JBBB 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: 109,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,847 shares; 2026Q1: 41,375 shares; 2026Q2: 54,123 shares 54,123 $2.56M 0.14% +12,748 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,910 shares; 2026Q2: 16,587 shares 16,587 $2.45M 0.14% +1,677 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,536 shares; 2025Q2: not reported; 2025Q3: 26,749 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,641 shares 36,641 $2.34M 0.13% new Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 304,396 shares; 2025Q1: 304,396 shares; 2025Q2: 303,696 shares; 2025Q3: 334,756 shares; 2025Q4: 334,756 shares; 2026Q1: 334,756 shares; 2026Q2: 334,756 shares 334,756 $2.24M 0.12% 0 Timeline SPTI 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: 69,946 shares; 2026Q2: 77,814 shares 77,814 $2.21M 0.12% +7,868 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,352 shares; 2025Q4: 12,313 shares; 2026Q1: 12,088 shares; 2026Q2: 65,385 shares 65,385 $2.18M 0.12% +53,297 Timeline EBND 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: 91,699 shares; 2026Q2: 104,363 shares 104,363 $2.18M 0.12% +12,664 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 131,500 shares; 2025Q1: 100,173 shares; 2025Q2: 7,749 shares; 2025Q3: not reported; 2025Q4: 41,350 shares; 2026Q1: 9,214 shares; 2026Q2: 23,710 shares 23,710 $2.17M 0.12% +14,496 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: 2,224 shares; 2026Q2: 2,418 shares 2,418 $2.07M 0.12% +194 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,903 shares 6,903 $2.06M 0.11% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 4,604 shares; 2026Q2: 5,855 shares 5,855 $2.05M 0.11% +1,251 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,622 shares; 2024Q4: 145,532 shares; 2025Q1: 145,532 shares; 2025Q2: 145,007 shares; 2025Q3: 145,001 shares; 2025Q4: 140,817 shares; 2026Q1: 140,478 shares; 2026Q2: 138,108 shares 138,108 $1.89M 0.11% -2,370 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,329 shares; 2026Q1: 34,403 shares; 2026Q2: 24,765 shares 24,765 $1.69M 0.09% -9,638 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 4,473 shares; 2025Q1: 4,530 shares; 2025Q2: 6,191 shares; 2025Q3: 8,136 shares; 2025Q4: 3,504 shares; 2026Q1: 3,733 shares; 2026Q2: 4,874 shares 4,874 $1.67M 0.09% +1,141 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,402 shares; 2024Q4: 8,506 shares; 2025Q1: 49,182 shares; 2025Q2: 6,588 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,832 shares 32,832 $1.65M 0.09% new Timeline RNIN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,166 shares 51,166 $1.65M 0.09% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,495 shares; 2026Q1: 6,643 shares; 2026Q2: 4,002 shares 4,002 $1.58M 0.09% -2,641 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,172 shares; 2025Q1: 2,557 shares; 2025Q2: 21,359 shares; 2025Q3: 13,971 shares; 2025Q4: 13,581 shares; 2026Q1: 14,279 shares; 2026Q2: 17,826 shares 17,826 $1.55M 0.09% +3,547 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: 25,904 shares; 2026Q2: 27,139 shares 27,139 $1.48M 0.08% +1,235 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,098 shares; 2025Q3: 8,228 shares; 2025Q4: 8,875 shares; 2026Q1: 38,985 shares; 2026Q2: 25,915 shares 25,915 $1.45M 0.08% -13,070 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,406 shares 5,406 $1.41M 0.08% new 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: 23,049 shares; 2024Q4: 63,532 shares; 2025Q1: 60,731 shares; 2025Q2: 54,580 shares; 2025Q3: 51,638 shares; 2025Q4: 48,121 shares; 2026Q1: 43,973 shares; 2026Q2: 44,212 shares 44,212 $1.4M 0.08% +239 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,855 shares; 2026Q2: 49,628 shares 49,628 $1.3M 0.07% +4,773 Timeline SCHH 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: 40,180 shares; 2026Q2: 53,792 shares 53,792 $1.27M 0.07% +13,612 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 31,080 shares; 2026Q1: 25,521 shares; 2026Q2: 27,689 shares 27,689 $1.26M 0.07% +2,168 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: not reported; 2026Q1: 2,864 shares; 2026Q2: 10,119 shares 10,119 $1.26M 0.07% +7,255 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 9,557 shares; 2026Q1: not reported; 2026Q2: 9,846 shares 9,846 $1.25M 0.07% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 1,643 shares; 2026Q1: 1,520 shares; 2026Q2: 1,623 shares 1,623 $1.24M 0.07% +103 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: 112,249 shares; 2024Q4: 147,530 shares; 2025Q1: 54,379 shares; 2025Q2: 53,183 shares; 2025Q3: 91,161 shares; 2025Q4: 107,143 shares; 2026Q1: 17,797 shares; 2026Q2: 24,507 shares 24,507 $1.24M 0.07% +6,710 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,362 shares 33,362 $1.23M 0.07% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,579 shares; 2025Q1: 3,742 shares; 2025Q2: 3,618 shares; 2025Q3: 4,005 shares; 2025Q4: 3,211 shares; 2026Q1: 3,114 shares; 2026Q2: 3,543 shares 3,543 $1.22M 0.07% +429 Timeline XLI 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: 8,782 shares; 2024Q4: 8,782 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,312 shares; 2025Q4: 6,304 shares; 2026Q1: 36,101 shares; 2026Q2: 6,321 shares 6,321 $1.17M 0.07% -29,780 Timeline OKTA OKTA INC More: the full row for OKTA 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: 12,207 shares; 2026Q2: 8,537 shares 8,537 $1.16M 0.06% -3,670 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,891 shares; 2025Q2: 39,958 shares; 2025Q3: 40,120 shares; 2025Q4: 41,647 shares; 2026Q1: 44,687 shares; 2026Q2: 5,342 shares 5,342 $1.16M 0.06% -39,345 Timeline QCLN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,979 shares; 2026Q1: 17,481 shares; 2026Q2: 18,729 shares 18,729 $1.15M 0.06% +1,248 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: 8,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,763 shares; 2026Q2: 4,214 shares 4,214 $1.14M 0.06% -1,549 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: 2,905 shares; 2025Q1: 3,785 shares; 2025Q2: 3,390 shares; 2025Q3: 4,454 shares; 2025Q4: 8,898 shares; 2026Q1: 10,069 shares; 2026Q2: 9,858 shares 9,858 $1.12M 0.06% -211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,239 shares 4,239 $1.1M 0.06% new Timeline NXTG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,183 shares 7,183 $1.1M 0.06% new Timeline MUB 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: 10,430 shares; 2026Q2: 10,191 shares 10,191 $1.1M 0.06% -239 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,442 shares; 2025Q3: 35,140 shares; 2025Q4: 35,040 shares; 2026Q1: 34,771 shares; 2026Q2: 34,771 shares 34,771 $1.07M 0.06% 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: 4,750 shares 4,750 $1.06M 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,736 shares; 2024Q4: 74,161 shares; 2025Q1: 41,080 shares; 2025Q2: 6,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,408 shares 2,408 $1.04M 0.06% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 10,361 shares; 2025Q1: 10,361 shares; 2025Q2: 10,361 shares; 2025Q3: 10,361 shares; 2025Q4: 10,361 shares; 2026Q1: 12,651 shares; 2026Q2: 12,651 shares 12,651 $1.04M 0.06% 0 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: 5,810 shares 5,810 $993K 0.06% new 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: 6,223 shares; 2024Q4: 6,021 shares; 2025Q1: 5,832 shares; 2025Q2: 5,743 shares; 2025Q3: 5,729 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares; 2026Q2: 5,440 shares 5,440 $972K 0.05% -213 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 1,772 shares; 2025Q4: 1,243 shares; 2026Q1: 1,563 shares; 2026Q2: 1,819 shares 1,819 $971K 0.05% +256 Timeline IAGG 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: 16,135 shares; 2026Q2: 18,781 shares 18,781 $950K 0.05% +2,646 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: 627 shares; 2025Q4: 601 shares; 2026Q1: 880 shares; 2026Q2: 881 shares 881 $938K 0.05% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,306 shares; 2024Q4: 147,844 shares; 2025Q1: 38,440 shares; 2025Q2: not reported; 2025Q3: 10,724 shares; 2025Q4: 9,556 shares; 2026Q1: 8,388 shares; 2026Q2: 8,928 shares 8,928 $909K 0.05% +540 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 7,025 shares; 2025Q4: 10,493 shares; 2026Q1: 8,423 shares; 2026Q2: 9,203 shares 9,203 $871K 0.05% +780 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 5,334 shares; 2026Q2: 11,340 shares 11,340 $869K 0.05% +6,006 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,129 shares 22,129 $858K 0.05% new Timeline FAN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,878 shares 33,878 $846K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 2,126 shares; 2026Q1: 2,831 shares; 2026Q2: 4,026 shares 4,026 $842K 0.05% +1,195 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 5,785 shares; 2026Q1: 6,725 shares; 2026Q2: 7,729 shares 7,729 $809K 0.04% +1,004 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: 1,338 shares; 2024Q4: 1,948 shares; 2025Q1: 1,878 shares; 2025Q2: 1,563 shares; 2025Q3: 2,057 shares; 2025Q4: 1,948 shares; 2026Q1: 2,359 shares; 2026Q2: 3,169 shares 3,169 $798K 0.04% +810 Timeline EFAV 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: 8,563 shares; 2026Q2: 8,967 shares 8,967 $786K 0.04% +404 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 9,892 shares 9,892 $748K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,794 shares 1,794 $746K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,852 shares; 2026Q2: 2,141 shares 2,141 $730K 0.04% +289 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: 3,849 shares; 2025Q3: 4,060 shares; 2025Q4: 3,583 shares; 2026Q1: 3,820 shares; 2026Q2: 4,035 shares 4,035 $730K 0.04% +215 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: 36,266 shares; 2024Q4: 37,148 shares; 2025Q1: 38,886 shares; 2025Q2: 2,433 shares; 2025Q3: 2,410 shares; 2025Q4: 2,402 shares; 2026Q1: 2,389 shares; 2026Q2: 8,968 shares 8,968 $723K 0.04% +6,579 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 6,433 shares 6,433 $721K 0.04% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,255 shares 5,255 $718K 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,246 shares; 2024Q4: 12,692 shares; 2025Q1: 7,431 shares; 2025Q2: 7,021 shares; 2025Q3: 5,646 shares; 2025Q4: 6,006 shares; 2026Q1: 5,484 shares; 2026Q2: 2,240 shares 2,240 $711K 0.04% -3,244 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: not reported; 2025Q1: not reported; 2025Q2: 9,024 shares; 2025Q3: 9,227 shares; 2025Q4: 9,432 shares; 2026Q1: 9,415 shares; 2026Q2: 9,794 shares 9,794 $705K 0.04% +379 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,754 shares; 2024Q4: 5,130 shares; 2025Q1: 38,100 shares; 2025Q2: 34,524 shares; 2025Q3: 38,895 shares; 2025Q4: 42,236 shares; 2026Q1: 46,801 shares; 2026Q2: 2,774 shares 2,774 $689K 0.04% -44,027 Timeline BSJU 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: not reported; 2025Q4: not reported; 2026Q1: 23,201 shares; 2026Q2: 26,647 shares 26,647 $688K 0.04% +3,446 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: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 2,525 shares; 2026Q2: 3,156 shares 3,156 $688K 0.04% +631 Timeline BSJT 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: 26,695 shares; 2025Q2: 22,160 shares; 2025Q3: 27,019 shares; 2025Q4: 26,810 shares; 2026Q1: 22,323 shares; 2026Q2: 32,502 shares 32,502 $687K 0.04% +10,179 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 4,143 shares; 2025Q1: 4,254 shares; 2025Q2: 3,650 shares; 2025Q3: 3,678 shares; 2025Q4: 3,668 shares; 2026Q1: 3,617 shares; 2026Q2: 3,703 shares 3,703 $684K 0.04% +86 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 2,231 shares 2,231 $673K 0.04% +1,998 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: 6,837 shares; 2025Q3: 7,006 shares; 2025Q4: 7,235 shares; 2026Q1: 8,123 shares; 2026Q2: 8,164 shares 8,164 $663K 0.04% +41 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,174 shares 2,174 $658K 0.04% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,384 shares; 2025Q3: 2,242 shares; 2025Q4: 107,150 shares; 2026Q1: 67,925 shares; 2026Q2: 5,497 shares 5,497 $644K 0.04% -62,428 Timeline BSJS 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: 23,573 shares; 2024Q4: 23,563 shares; 2025Q1: 23,600 shares; 2025Q2: 22,960 shares; 2025Q3: 26,781 shares; 2025Q4: 27,057 shares; 2026Q1: 28,506 shares; 2026Q2: 28,851 shares 28,851 $627K 0.03% +345 Timeline BSJR 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: 21,092 shares; 2024Q4: 21,194 shares; 2025Q1: 21,243 shares; 2025Q2: 21,358 shares; 2025Q3: 25,651 shares; 2025Q4: 25,102 shares; 2026Q1: 27,080 shares; 2026Q2: 27,128 shares 27,128 $606K 0.03% +48 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 2,548 shares 2,548 $585K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,755 shares; 2024Q4: 9,625 shares; 2025Q1: 8,566 shares; 2025Q2: 8,264 shares; 2025Q3: 8,366 shares; 2025Q4: 8,363 shares; 2026Q1: 7,119 shares; 2026Q2: 5,669 shares 5,669 $579K 0.03% -1,450 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,711 shares; 2024Q4: 21,872 shares; 2025Q1: 21,971 shares; 2025Q2: 21,015 shares; 2025Q3: 24,457 shares; 2025Q4: 24,308 shares; 2026Q1: 25,017 shares; 2026Q2: 24,997 shares 24,997 $574K 0.03% -20 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,873 shares; 2025Q4: 3,833 shares; 2026Q1: 3,903 shares; 2026Q2: 3,906 shares 3,906 $571K 0.03% +3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 3,136 shares; 2026Q2: 2,990 shares 2,990 $567K 0.03% -146 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 11,036 shares; 2025Q1: 13,552 shares; 2025Q2: 1,155 shares; 2025Q3: 1,211 shares; 2025Q4: 2,382 shares; 2026Q1: 961 shares; 2026Q2: 1,094 shares 1,094 $562K 0.03% +133 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,061 shares 19,061 $557K 0.03% new Timeline FTXL 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: 3,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912 $545K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 3,012 shares; 2025Q2: 600 shares; 2025Q3: 1,179 shares; 2025Q4: 2,421 shares; 2026Q1: 1,002 shares; 2026Q2: 1,057 shares 1,057 $545K 0.03% +55 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,040 shares; 2026Q2: 146,310 shares 146,310 $537K 0.03% -57,730 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,858 shares; 2024Q4: 12,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 765 shares; 2026Q1: 1,127 shares; 2026Q2: 1,328 shares 1,328 $527K 0.03% +201 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 11,423 shares; 2026Q2: 11,650 shares 11,650 $513K 0.03% +227 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,799 shares; 2026Q2: 10,051 shares 10,051 $511K 0.03% +252 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,815 shares; 2024Q4: 23,374 shares; 2025Q1: not reported; 2025Q2: 9,227 shares; 2025Q3: 5,626 shares; 2025Q4: 8,452 shares; 2026Q1: 3,709 shares; 2026Q2: 3,452 shares 3,452 $504K 0.03% -257 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 982 shares; 2025Q1: 1,072 shares; 2025Q2: 744 shares; 2025Q3: 1,305 shares; 2025Q4: 1,284 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $494K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 539 shares; 2025Q2: 511 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 792 shares; 2026Q2: 944 shares 944 $490K 0.03% +152 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,341 shares; 2026Q2: 6,211 shares 6,211 $456K 0.03% +1,870 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,440 shares 15,440 $453K 0.03% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,662 shares; 2025Q4: 5,833 shares; 2026Q1: 5,422 shares; 2026Q2: 5,761 shares 5,761 $436K 0.02% +339 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,770 shares 1,770 $436K 0.02% new Timeline PDP 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: 9,650 shares; 2024Q4: 9,206 shares; 2025Q1: 8,903 shares; 2025Q2: 12,225 shares; 2025Q3: 8,689 shares; 2025Q4: 8,543 shares; 2026Q1: 15,963 shares; 2026Q2: 2,871 shares 2,871 $436K 0.02% -13,092 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares; 2026Q2: 2,709 shares 2,709 $404K 0.02% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,326 shares 10,326 $403K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 992 shares; 2026Q1: 1,179 shares; 2026Q2: 1,112 shares 1,112 $394K 0.02% -67 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: 4,359 shares; 2024Q4: 5,193 shares; 2025Q1: 6,345 shares; 2025Q2: 3,598 shares; 2025Q3: 3,733 shares; 2025Q4: 3,935 shares; 2026Q1: 4,458 shares; 2026Q2: 3,344 shares 3,344 $393K 0.02% -1,114 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH 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: not reported; 2026Q2: 36,005 shares 36,005 $386K 0.02% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,665 shares; 2024Q4: 36,864 shares; 2025Q1: 56,487 shares; 2025Q2: 56,928 shares; 2025Q3: 61,862 shares; 2025Q4: 2,303 shares; 2026Q1: 3,282 shares; 2026Q2: 2,598 shares 2,598 $381K 0.02% -684 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 3,272 shares; 2025Q1: 3,210 shares; 2025Q2: 3,051 shares; 2025Q3: 3,365 shares; 2025Q4: 2,778 shares; 2026Q1: 2,592 shares; 2026Q2: 2,796 shares 2,796 $373K 0.02% +204 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 756 shares 756 $371K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,713 shares; 2025Q2: 1,794 shares; 2025Q3: 2,116 shares; 2025Q4: 1,895 shares; 2026Q1: 1,918 shares; 2026Q2: 2,432 shares 2,432 $368K 0.02% +514 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,073 shares; 2026Q1: 7,877 shares; 2026Q2: 7,877 shares 7,877 $367K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,541 shares; 2025Q3: 130,737 shares; 2025Q4: 137,063 shares; 2026Q1: 141,588 shares; 2026Q2: 6,417 shares 6,417 $366K 0.02% -135,171 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: 2,930 shares; 2024Q4: 2,389 shares; 2025Q1: 1,867 shares; 2025Q2: 1,793 shares; 2025Q3: 1,967 shares; 2025Q4: 1,864 shares; 2026Q1: 1,963 shares; 2026Q2: 2,129 shares 2,129 $357K 0.02% +166 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: 8,023 shares; 2025Q1: 95,761 shares; 2025Q2: 66,787 shares; 2025Q3: 43,772 shares; 2025Q4: 5,095 shares; 2026Q1: 2,922 shares; 2026Q2: 2,417 shares 2,417 $354K 0.02% -505 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 1,483 shares; 2025Q4: 1,548 shares; 2026Q1: 1,758 shares; 2026Q2: 1,843 shares 1,843 $353K 0.02% +85 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares; 2026Q2: 1,301 shares 1,301 $352K 0.02% -521 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not 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 $351K 0.02% new 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: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $349K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $347K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,161 shares; 2025Q1: 3,403 shares; 2025Q2: 3,136 shares; 2025Q3: 3,175 shares; 2025Q4: 2,566 shares; 2026Q1: 1,704 shares; 2026Q2: 1,500 shares 1,500 $344K 0.02% -204 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: 3,125 shares; 2025Q3: 3,393 shares; 2025Q4: 7,015 shares; 2026Q1: 3,593 shares; 2026Q2: 3,713 shares 3,713 $340K 0.02% +120 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,390 shares; 2024Q4: 63,624 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,569 shares; 2026Q2: 9,374 shares 9,374 $339K 0.02% -195 Timeline VHT 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: 5,745 shares; 2024Q4: 1,360 shares; 2025Q1: 1,164 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $328K 0.02% 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: 24,548 shares; 2024Q4: 27,036 shares; 2025Q1: 29,890 shares; 2025Q2: 1,333 shares; 2025Q3: 745 shares; 2025Q4: not reported; 2026Q1: 644 shares; 2026Q2: 902 shares 902 $318K 0.02% +258 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $317K 0.02% 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: 79,489 shares; 2025Q3: 92,881 shares; 2025Q4: 6,136 shares; 2026Q1: 5,130 shares; 2026Q2: 3,166 shares 3,166 $315K 0.02% -1,964 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,134 shares; 2025Q1: 2,292 shares; 2025Q2: 2,203 shares; 2025Q3: 2,400 shares; 2025Q4: 2,169 shares; 2026Q1: 2,282 shares; 2026Q2: 2,303 shares 2,303 $312K 0.02% +21 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 2,940 shares 2,940 $299K 0.02% 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: 18,399 shares; 2025Q1: 28,059 shares; 2025Q2: 19,268 shares; 2025Q3: 15,428 shares; 2025Q4: 7,925 shares; 2026Q1: 2,634 shares; 2026Q2: 2,536 shares 2,536 $296K 0.02% -98 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 2,919 shares; 2026Q1: not reported; 2026Q2: 3,641 shares 3,641 $292K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: 2,756 shares; 2025Q1: 2,810 shares; 2025Q2: 2,406 shares; 2025Q3: 2,450 shares; 2025Q4: 2,368 shares; 2026Q1: 2,401 shares; 2026Q2: 2,401 shares 2,401 $291K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,985 shares; 2026Q2: 3,448 shares 3,448 $285K 0.02% -537 Timeline MNTN MNTN INC More: the full row for MNTN 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: 30,965 shares; 2026Q1: 30,965 shares; 2026Q2: 30,965 shares 30,965 $285K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 1,539 shares; 2026Q2: 1,107 shares 1,107 $282K 0.02% -432 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 867 shares; 2025Q4: 829 shares; 2026Q1: not reported; 2026Q2: 1,248 shares 1,248 $279K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,488 shares; 2024Q4: 14,204 shares; 2025Q1: 27,014 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,401 shares; 2026Q2: 1,779 shares 1,779 $279K 0.02% -1,622 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,747 shares 1,747 $274K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 1,366 shares; 2026Q1: not reported; 2026Q2: 827 shares 827 $273K 0.02% new Timeline VFH 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: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,144 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,085 shares; 2026Q1: 2,046 shares; 2026Q2: 2,046 shares 2,046 $269K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,734 shares; 2026Q2: 3,734 shares 3,734 $261K 0.01% 0 Timeline XJAN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,746 shares 6,746 $259K 0.01% new Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 9,772 shares 9,772 $256K 0.01% new 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: 2,888 shares 2,888 $253K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,559 shares; 2025Q1: 5,404 shares; 2025Q2: 5,112 shares; 2025Q3: 5,667 shares; 2025Q4: 5,900 shares; 2026Q1: 4,850 shares; 2026Q2: 3,254 shares 3,254 $246K 0.01% -1,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares; 2026Q2: 1,677 shares 1,677 $246K 0.01% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares 1,483 $244K 0.01% 0 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: 60,208 shares; 2024Q4: 57,603 shares; 2025Q1: 69,581 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares; 2026Q2: 1,704 shares 1,704 $238K 0.01% -232 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 95,507 shares; 2025Q4: 101,382 shares; 2026Q1: 127,156 shares; 2026Q2: 2,594 shares 2,594 $234K 0.01% -124,562 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,044 shares; 2024Q4: 85,931 shares; 2025Q1: 95,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,482 shares 2,482 $229K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,059 shares 1,059 $225K 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,146 shares 2,146 $225K 0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares; 2026Q2: 1,358 shares 1,358 $225K 0.01% +147 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,304 shares 2,304 $213K 0.01% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares; 2026Q2: 1,656 shares 1,656 $213K 0.01% -48 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,110 shares; 2024Q4: 4,879 shares; 2025Q1: not reported; 2025Q2: 5,226 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,263 shares 2,263 $212K 0.01% new Timeline DVOL 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: 45,349 shares; 2024Q4: 37,138 shares; 2025Q1: 38,041 shares; 2025Q2: 31,967 shares; 2025Q3: 40,389 shares; 2025Q4: 40,309 shares; 2026Q1: 37,688 shares; 2026Q2: 5,796 shares 5,796 $212K 0.01% -31,892 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $211K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 4,647 shares 4,647 $210K 0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,956 shares 1,956 $209K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,405 shares 5,405 $205K 0.01% new Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $204K 0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 7,425 shares 7,425 $202K 0.01% new Timeline CODX CO-DIAGNOSTICS INC More: the full row for CO-DIAGNOSTICS 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: 41,387 shares; 2026Q2: 39,387 shares 39,387 $122K 0.01% -2,000 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares; 2026Q2: 11,466 shares 11,466 $110K 0.01% 0 Timeline