NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,408 shares; 2024Q4: 279,452 shares; 2025Q1: 275,176 shares; 2025Q2: 275,570 shares; 2025Q3: 274,620 shares; 2025Q4: 270,632 shares; 2026Q1: 267,242 shares; 2026Q2: 264,152 shares 264,152 $52.9M 14.55% -3,090 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: 41,845 shares; 2024Q4: 43,187 shares; 2025Q1: 43,580 shares; 2025Q2: 46,390 shares; 2025Q3: 46,354 shares; 2025Q4: 46,138 shares; 2026Q1: 45,995 shares; 2026Q2: 45,977 shares 45,977 $17.4M 4.78% -18 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: 49,548 shares; 2024Q4: 49,538 shares; 2025Q1: 50,765 shares; 2025Q2: 51,782 shares; 2025Q3: 50,671 shares; 2025Q4: 50,484 shares; 2026Q1: 55,286 shares; 2026Q2: 55,334 shares 55,334 $16M 4.41% +48 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: 15,646 shares; 2024Q4: 15,694 shares; 2025Q1: 15,726 shares; 2025Q2: 16,139 shares; 2025Q3: 16,146 shares; 2025Q4: 16,149 shares; 2026Q1: 15,909 shares; 2026Q2: 15,961 shares 15,961 $14.9M 4.11% +52 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: 25,880 shares; 2024Q4: 25,952 shares; 2025Q1: 25,562 shares; 2025Q2: 25,242 shares; 2025Q3: 25,580 shares; 2025Q4: 25,683 shares; 2026Q1: 25,979 shares; 2026Q2: 25,543 shares 25,543 $14.8M 4.09% -436 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: 48,629 shares; 2024Q4: 48,879 shares; 2025Q1: 49,321 shares; 2025Q2: 50,242 shares; 2025Q3: 49,294 shares; 2025Q4: 49,290 shares; 2026Q1: 49,962 shares; 2026Q2: 49,353 shares 49,353 $11.8M 3.24% -609 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: 30,224 shares; 2024Q4: 30,760 shares; 2025Q1: 30,150 shares; 2025Q2: 30,507 shares; 2025Q3: 29,703 shares; 2025Q4: 29,421 shares; 2026Q1: 29,549 shares; 2026Q2: 28,809 shares 28,809 $10.3M 2.83% -740 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: 40,446 shares; 2024Q4: 41,178 shares; 2025Q1: 41,009 shares; 2025Q2: 42,845 shares; 2025Q3: 42,402 shares; 2025Q4: 40,808 shares; 2026Q1: 40,673 shares; 2026Q2: 40,390 shares 40,390 $9M 2.48% -283 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,767 shares; 2024Q4: 25,292 shares; 2025Q1: 25,315 shares; 2025Q2: 25,297 shares; 2025Q3: 25,297 shares; 2025Q4: 23,683 shares; 2026Q1: 23,669 shares; 2026Q2: 21,900 shares 21,900 $8.71M 2.4% -1,769 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,070 shares; 2024Q4: 95,050 shares; 2025Q1: 95,173 shares; 2025Q2: 96,247 shares; 2025Q3: 99,500 shares; 2025Q4: 101,195 shares; 2026Q1: 104,119 shares; 2026Q2: 101,226 shares 101,226 $8.04M 2.21% -2,893 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: 24,342 shares; 2024Q4: 24,211 shares; 2025Q1: 23,911 shares; 2025Q2: 23,843 shares; 2025Q3: 23,503 shares; 2025Q4: 23,072 shares; 2026Q1: 23,295 shares; 2026Q2: 23,131 shares 23,131 $7.94M 2.18% -164 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,657 shares; 2024Q4: 89,251 shares; 2025Q1: 92,331 shares; 2025Q2: 116,047 shares; 2025Q3: 118,186 shares; 2025Q4: 123,414 shares; 2026Q1: 132,207 shares; 2026Q2: 140,462 shares 140,462 $6.38M 1.76% +8,255 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: 8,498 shares; 2024Q4: 8,448 shares; 2025Q1: 8,284 shares; 2025Q2: 8,267 shares; 2025Q3: 8,170 shares; 2025Q4: 8,226 shares; 2026Q1: 8,178 shares; 2026Q2: 8,184 shares 8,184 $6.03M 1.66% +6 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: 34,232 shares; 2025Q1: 34,198 shares; 2025Q2: 34,573 shares; 2025Q3: 34,445 shares; 2025Q4: 34,232 shares; 2026Q1: 34,182 shares; 2026Q2: 33,769 shares 33,769 $5.74M 1.58% -413 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: 12,345 shares; 2024Q4: 12,449 shares; 2025Q1: 12,470 shares; 2025Q2: 14,055 shares; 2025Q3: 13,966 shares; 2025Q4: 14,066 shares; 2026Q1: 14,963 shares; 2026Q2: 15,273 shares 15,273 $5.7M 1.57% +310 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 13,557 shares; 2025Q1: 13,618 shares; 2025Q2: 13,950 shares; 2025Q3: 14,285 shares; 2025Q4: 15,047 shares; 2026Q1: 16,961 shares; 2026Q2: 18,083 shares 18,083 $5.48M 1.51% +1,122 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: 13,829 shares; 2024Q4: 13,341 shares; 2025Q1: 12,887 shares; 2025Q2: 11,556 shares; 2025Q3: 11,058 shares; 2025Q4: 11,215 shares; 2026Q1: 11,211 shares; 2026Q2: 11,110 shares 11,110 $5.38M 1.48% -101 Timeline FTCS 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: 55,975 shares; 2024Q4: 59,716 shares; 2025Q1: 59,182 shares; 2025Q2: 59,242 shares; 2025Q3: 58,990 shares; 2025Q4: 59,234 shares; 2026Q1: 58,821 shares; 2026Q2: 56,645 shares 56,645 $5.32M 1.46% -2,176 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: 12,264 shares; 2024Q4: 12,741 shares; 2025Q1: 13,287 shares; 2025Q2: 15,467 shares; 2025Q3: 15,468 shares; 2025Q4: 15,069 shares; 2026Q1: 14,963 shares; 2026Q2: 14,986 shares 14,986 $4.91M 1.35% +23 Timeline JSML 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: 63,575 shares; 2024Q4: 64,218 shares; 2025Q1: 63,339 shares; 2025Q2: 62,853 shares; 2025Q3: 62,107 shares; 2025Q4: 60,394 shares; 2026Q1: 55,212 shares; 2026Q2: 46,756 shares 46,756 $4.35M 1.2% -8,456 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: 816 shares; 2024Q4: 886 shares; 2025Q1: 1,180 shares; 2025Q2: 3,192 shares; 2025Q3: 3,650 shares; 2025Q4: 3,579 shares; 2026Q1: 3,666 shares; 2026Q2: 3,697 shares 3,697 $4.34M 1.2% +31 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,878 shares; 2025Q1: 31,663 shares; 2025Q2: 31,990 shares; 2025Q3: 32,332 shares; 2025Q4: 33,959 shares; 2026Q1: 38,521 shares; 2026Q2: 41,490 shares 41,490 $4.09M 1.13% +2,969 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,461 shares; 2024Q4: 50,113 shares; 2025Q1: 50,320 shares; 2025Q2: 50,018 shares; 2025Q3: 49,965 shares; 2025Q4: 49,955 shares; 2026Q1: 49,983 shares; 2026Q2: 47,806 shares 47,806 $3.88M 1.07% -2,177 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,715 shares; 2024Q4: 51,728 shares; 2025Q1: 51,054 shares; 2025Q2: 51,177 shares; 2025Q3: 51,242 shares; 2025Q4: 51,489 shares; 2026Q1: 51,304 shares; 2026Q2: 52,616 shares 52,616 $3.23M 0.89% +1,312 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: 966 shares; 2024Q4: 1,084 shares; 2025Q1: 1,302 shares; 2025Q2: 3,039 shares; 2025Q3: 3,002 shares; 2025Q4: 3,018 shares; 2026Q1: 3,038 shares; 2026Q2: 3,027 shares 3,027 $3.22M 0.89% -11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,303 shares; 2024Q4: 8,387 shares; 2025Q1: 8,407 shares; 2025Q2: 8,407 shares; 2025Q3: 8,492 shares; 2025Q4: 8,518 shares; 2026Q1: 8,549 shares; 2026Q2: 8,514 shares 8,514 $3.08M 0.85% -35 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,973 shares; 2025Q1: 29,018 shares; 2025Q2: 29,718 shares; 2025Q3: 30,142 shares; 2025Q4: 31,389 shares; 2026Q1: 33,805 shares; 2026Q2: 34,904 shares 34,904 $2.88M 0.79% +1,099 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: 9,004 shares; 2024Q4: 10,254 shares; 2025Q1: 12,900 shares; 2025Q2: 22,380 shares; 2025Q3: 23,484 shares; 2025Q4: 22,970 shares; 2026Q1: 23,003 shares; 2026Q2: 23,231 shares 23,231 $2.71M 0.75% +228 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: 14,409 shares; 2024Q4: 14,675 shares; 2025Q1: 14,519 shares; 2025Q2: 14,594 shares; 2025Q3: 14,669 shares; 2025Q4: 14,722 shares; 2026Q1: 14,734 shares; 2026Q2: 14,156 shares 14,156 $2.69M 0.74% -578 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: 3,243 shares; 2024Q4: 3,231 shares; 2025Q1: 3,252 shares; 2025Q2: 4,423 shares; 2025Q3: 4,473 shares; 2025Q4: 4,648 shares; 2026Q1: 4,621 shares; 2026Q2: 4,728 shares 4,728 $2.66M 0.73% +107 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: 6,146 shares; 2024Q4: 6,055 shares; 2025Q1: 6,223 shares; 2025Q2: 6,589 shares; 2025Q3: 6,369 shares; 2025Q4: 6,369 shares; 2026Q1: 6,371 shares; 2026Q2: 6,311 shares 6,311 $2.65M 0.73% -60 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,733 shares; 2024Q4: 29,371 shares; 2025Q1: 28,833 shares; 2025Q2: 29,479 shares; 2025Q3: 29,130 shares; 2025Q4: 28,966 shares; 2026Q1: 29,069 shares; 2026Q2: 29,015 shares 29,015 $2.61M 0.72% -54 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: 3,461 shares; 2024Q4: 3,549 shares; 2025Q1: 3,505 shares; 2025Q2: 3,672 shares; 2025Q3: 3,666 shares; 2025Q4: 3,715 shares; 2026Q1: 3,706 shares; 2026Q2: 3,515 shares 3,515 $2.54M 0.7% -191 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,373 shares; 2025Q1: 15,121 shares; 2025Q2: 18,939 shares; 2025Q3: 19,893 shares; 2025Q4: 23,062 shares; 2026Q1: 25,224 shares; 2026Q2: 26,461 shares 26,461 $2.5M 0.69% +1,237 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,485 shares; 2024Q4: 33,497 shares; 2025Q1: 32,585 shares; 2025Q2: 31,806 shares; 2025Q3: 30,989 shares; 2025Q4: 31,161 shares; 2026Q1: 31,328 shares; 2026Q2: 30,938 shares 30,938 $2.5M 0.69% -390 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,736 shares; 2024Q4: 25,909 shares; 2025Q1: 26,429 shares; 2025Q2: 26,762 shares; 2025Q3: 26,308 shares; 2025Q4: 24,385 shares; 2026Q1: 21,305 shares; 2026Q2: 19,987 shares 19,987 $2.36M 0.65% -1,318 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,899 shares; 2024Q4: 24,215 shares; 2025Q1: 24,146 shares; 2025Q2: 24,380 shares; 2025Q3: 24,183 shares; 2025Q4: 47,403 shares; 2026Q1: 44,267 shares; 2026Q2: 43,661 shares 43,661 $2.32M 0.64% -606 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: 2,298 shares; 2024Q4: 2,233 shares; 2025Q1: 2,802 shares; 2025Q2: 2,871 shares; 2025Q3: 3,094 shares; 2025Q4: 3,235 shares; 2026Q1: 3,213 shares; 2026Q2: 3,412 shares 3,412 $2.24M 0.62% +199 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,070 shares; 2024Q4: 51,567 shares; 2025Q1: 51,922 shares; 2025Q2: 52,207 shares; 2025Q3: 52,491 shares; 2025Q4: 52,230 shares; 2026Q1: 50,722 shares; 2026Q2: 48,976 shares 48,976 $2.11M 0.58% -1,746 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,948 shares; 2024Q4: 27,029 shares; 2025Q1: 38,021 shares; 2025Q2: 37,206 shares; 2025Q3: 37,721 shares; 2025Q4: 36,564 shares; 2026Q1: 34,129 shares; 2026Q2: 35,114 shares 35,114 $2.1M 0.58% +985 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,421 shares; 2025Q1: 3,530 shares; 2025Q2: 3,464 shares; 2025Q3: 3,418 shares; 2025Q4: 3,273 shares; 2026Q1: 3,221 shares; 2026Q2: 3,203 shares 3,203 $2.03M 0.56% -18 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 8,819 shares; 2026Q1: 34,812 shares; 2026Q2: 58,659 shares 58,659 $2.01M 0.55% +23,847 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,934 shares; 2024Q4: 3,599 shares; 2025Q1: 3,610 shares; 2025Q2: 3,655 shares; 2025Q3: 3,666 shares; 2025Q4: 3,676 shares; 2026Q1: 3,716 shares; 2026Q2: 3,764 shares 3,764 $1.97M 0.54% +48 Timeline FXR 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: 17,814 shares; 2024Q4: 21,785 shares; 2025Q1: 21,506 shares; 2025Q2: 21,381 shares; 2025Q3: 21,129 shares; 2025Q4: 20,821 shares; 2026Q1: 20,423 shares; 2026Q2: 21,391 shares 21,391 $1.95M 0.54% +968 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,366 shares; 2024Q4: 45,984 shares; 2025Q1: 45,655 shares; 2025Q2: 45,408 shares; 2025Q3: 45,520 shares; 2025Q4: 44,168 shares; 2026Q1: 39,869 shares; 2026Q2: 33,687 shares 33,687 $1.9M 0.52% -6,182 Timeline FNX 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: 1,897 shares; 2026Q1: 7,071 shares; 2026Q2: 12,249 shares 12,249 $1.79M 0.49% +5,178 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,406 shares; 2024Q4: 13,409 shares; 2025Q1: 13,400 shares; 2025Q2: 13,191 shares; 2025Q3: 13,110 shares; 2025Q4: 12,637 shares; 2026Q1: 12,534 shares; 2026Q2: 12,182 shares 12,182 $1.76M 0.49% -352 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,113 shares; 2025Q4: 34,677 shares; 2026Q1: 67,562 shares; 2026Q2: 72,795 shares 72,795 $1.76M 0.49% +5,233 Timeline NFTY 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: 35,116 shares; 2024Q4: 37,645 shares; 2025Q1: 37,350 shares; 2025Q2: 37,232 shares; 2025Q3: 37,444 shares; 2025Q4: 37,476 shares; 2026Q1: 35,379 shares; 2026Q2: 30,497 shares 30,497 $1.64M 0.45% -4,882 Timeline QDEC 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: 92,757 shares; 2024Q4: 90,849 shares; 2025Q1: 88,719 shares; 2025Q2: 87,660 shares; 2025Q3: 82,887 shares; 2025Q4: 73,493 shares; 2026Q1: 62,616 shares; 2026Q2: 44,815 shares 44,815 $1.6M 0.44% -17,801 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,698 shares; 2024Q4: 13,677 shares; 2025Q1: 13,410 shares; 2025Q2: 13,375 shares; 2025Q3: 13,186 shares; 2025Q4: 12,686 shares; 2026Q1: 11,687 shares; 2026Q2: 9,843 shares 9,843 $1.56M 0.43% -1,844 Timeline XLY 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: 3,089 shares; 2024Q4: 6,668 shares; 2025Q1: 6,476 shares; 2025Q2: 6,412 shares; 2025Q3: 6,212 shares; 2025Q4: 12,345 shares; 2026Q1: 12,504 shares; 2026Q2: 12,622 shares 12,622 $1.48M 0.41% +118 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,422 shares; 2024Q4: 54,049 shares; 2025Q1: 52,701 shares; 2025Q2: 53,425 shares; 2025Q3: 52,790 shares; 2025Q4: 51,287 shares; 2026Q1: 42,145 shares; 2026Q2: 39,962 shares 39,962 $1.46M 0.4% -2,183 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,231 shares; 2026Q2: 10,686 shares 10,686 $1.42M 0.39% +4,455 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,190 shares; 2025Q1: 11,865 shares; 2025Q2: 11,824 shares; 2025Q3: 11,902 shares; 2025Q4: 25,292 shares; 2026Q1: 28,465 shares; 2026Q2: 31,203 shares 31,203 $1.41M 0.39% +2,738 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: 2,999 shares; 2024Q4: 3,136 shares; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,312 shares; 2025Q4: 3,252 shares; 2026Q1: 3,767 shares; 2026Q2: 3,780 shares 3,780 $1.41M 0.39% +13 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,105 shares; 2025Q1: 1,670 shares; 2025Q2: 1,755 shares; 2025Q3: 1,790 shares; 2025Q4: 1,844 shares; 2026Q1: 1,884 shares; 2026Q2: 1,911 shares 1,911 $1.38M 0.38% +27 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,779 shares; 2026Q1: 15,471 shares; 2026Q2: 25,400 shares 25,400 $1.36M 0.37% +9,929 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,947 shares; 2025Q1: 4,949 shares; 2025Q2: 4,959 shares; 2025Q3: 4,958 shares; 2025Q4: 4,943 shares; 2026Q1: 5,559 shares; 2026Q2: 5,491 shares 5,491 $1.33M 0.37% -68 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,558 shares; 2025Q1: 2,405 shares; 2025Q2: 2,395 shares; 2025Q3: 2,429 shares; 2025Q4: 2,415 shares; 2026Q1: 2,388 shares; 2026Q2: 2,382 shares 2,382 $1.21M 0.33% -6 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: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,721 shares; 2026Q1: 2,771 shares; 2026Q2: 2,778 shares 2,778 $1.2M 0.33% +7 Timeline FXZ 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: 35,101 shares; 2024Q4: 17,214 shares; 2025Q1: 16,883 shares; 2025Q2: 16,175 shares; 2025Q3: 15,756 shares; 2025Q4: 15,259 shares; 2026Q1: 14,560 shares; 2026Q2: 14,613 shares 14,613 $1.16M 0.32% +53 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: 687 shares; 2024Q4: 738 shares; 2025Q1: 812 shares; 2025Q2: 1,320 shares; 2025Q3: 1,402 shares; 2025Q4: 14,050 shares; 2026Q1: 15,549 shares; 2026Q2: 15,695 shares 15,695 $1.12M 0.31% +146 Timeline FVD 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: 23,888 shares; 2024Q4: 33,806 shares; 2025Q1: 33,345 shares; 2025Q2: 32,982 shares; 2025Q3: 32,807 shares; 2025Q4: 31,465 shares; 2026Q1: 28,136 shares; 2026Q2: 22,744 shares 22,744 $1.1M 0.3% -5,392 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,101 shares; 2024Q4: 9,144 shares; 2025Q1: 8,809 shares; 2025Q2: 6,325 shares; 2025Q3: 6,061 shares; 2025Q4: 5,945 shares; 2026Q1: 5,391 shares; 2026Q2: 5,147 shares 5,147 $1.06M 0.29% -244 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,142 shares; 2025Q2: 2,196 shares; 2025Q3: 2,191 shares; 2025Q4: 2,111 shares; 2026Q1: 2,049 shares; 2026Q2: 1,880 shares 1,880 $1.05M 0.29% -169 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,074 shares 34,074 $1.04M 0.28% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,505 shares; 2024Q4: 12,989 shares; 2025Q1: 12,743 shares; 2025Q2: 12,731 shares; 2025Q3: 12,616 shares; 2025Q4: 12,549 shares; 2026Q1: 12,868 shares; 2026Q2: 12,436 shares 12,436 $1.03M 0.28% -432 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: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,053 shares; 2025Q4: 1,878 shares; 2026Q1: 1,829 shares; 2026Q2: 1,934 shares 1,934 $996K 0.27% +105 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 425 shares; 2026Q2: 422 shares 422 $960K 0.26% -3 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 990 shares; 2026Q2: 803 shares 803 $927K 0.26% -187 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 1,965 shares; 2025Q1: 1,875 shares; 2025Q2: 1,862 shares; 2025Q3: 1,849 shares; 2025Q4: 1,822 shares; 2026Q1: 1,823 shares; 2026Q2: 1,816 shares 1,816 $925K 0.25% -7 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: 3,055 shares; 2024Q4: 2,972 shares; 2025Q1: 2,894 shares; 2025Q2: 2,881 shares; 2025Q3: 2,859 shares; 2025Q4: 2,766 shares; 2026Q1: 2,685 shares; 2026Q2: 2,702 shares 2,702 $914K 0.25% +17 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: 2,621 shares; 2024Q4: 2,660 shares; 2025Q1: 2,512 shares; 2025Q2: 2,589 shares; 2025Q3: 2,588 shares; 2025Q4: 2,560 shares; 2026Q1: 2,569 shares; 2026Q2: 2,570 shares 2,570 $910K 0.25% +1 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,644 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 6,869 shares; 2025Q3: 6,826 shares; 2025Q4: 6,827 shares; 2026Q1: 6,777 shares; 2026Q2: 6,773 shares 6,773 $895K 0.25% -4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,722 shares; 2026Q1: 1,863 shares; 2026Q2: 2,067 shares 2,067 $892K 0.25% +204 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: 1,439 shares; 2024Q4: 1,444 shares; 2025Q1: 1,448 shares; 2025Q2: 1,378 shares; 2025Q3: 1,692 shares; 2025Q4: 2,757 shares; 2026Q1: 3,450 shares; 2026Q2: 3,465 shares 3,465 $880K 0.24% +15 Timeline QQEW 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: 3,332 shares; 2024Q4: 8,337 shares; 2025Q1: 8,108 shares; 2025Q2: 8,128 shares; 2025Q3: 7,961 shares; 2025Q4: 7,655 shares; 2026Q1: 6,623 shares; 2026Q2: 5,299 shares 5,299 $846K 0.23% -1,324 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: 3,951 shares; 2024Q4: 3,802 shares; 2025Q1: 3,834 shares; 2025Q2: 4,787 shares; 2025Q3: 4,867 shares; 2025Q4: 4,942 shares; 2026Q1: 4,795 shares; 2026Q2: 4,832 shares 4,832 $801K 0.22% +37 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,742 shares; 2024Q4: 21,076 shares; 2025Q1: 20,695 shares; 2025Q2: 20,551 shares; 2025Q3: 20,291 shares; 2025Q4: 20,202 shares; 2026Q1: 19,889 shares; 2026Q2: 19,689 shares 19,689 $777K 0.21% -200 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,920 shares; 2024Q4: 21,119 shares; 2025Q1: 20,738 shares; 2025Q2: 20,613 shares; 2025Q3: 18,836 shares; 2025Q4: 18,861 shares; 2026Q1: 18,683 shares; 2026Q2: 18,263 shares 18,263 $768K 0.21% -420 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,948 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,992 shares; 2026Q2: 1,983 shares 1,983 $730K 0.2% -9 Timeline FNY 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: 9,380 shares; 2024Q4: 7,411 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares; 2025Q3: 7,290 shares; 2025Q4: 7,270 shares; 2026Q1: 7,247 shares; 2026Q2: 6,327 shares 6,327 $701K 0.19% -920 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,966 shares 1,966 $697K 0.19% +56 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,307 shares; 2024Q4: 6,230 shares; 2025Q1: 6,130 shares; 2025Q2: 6,602 shares; 2025Q3: 6,579 shares; 2025Q4: 6,519 shares; 2026Q1: 6,525 shares; 2026Q2: 5,811 shares 5,811 $684K 0.19% -714 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: 324 shares; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 299 shares; 2025Q4: 304 shares; 2026Q1: 313 shares; 2026Q2: 334 shares 334 $664K 0.18% +21 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 1,881 shares; 2025Q1: 1,933 shares; 2025Q2: 2,105 shares; 2025Q3: 2,094 shares; 2025Q4: 1,890 shares; 2026Q1: 1,877 shares; 2026Q2: 1,819 shares 1,819 $643K 0.18% -58 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: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 2,407 shares; 2026Q2: 3,344 shares 3,344 $641K 0.18% +937 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: 6,130 shares; 2024Q4: 6,660 shares; 2025Q1: 6,660 shares; 2025Q2: 6,660 shares; 2025Q3: 7,534 shares; 2025Q4: 7,541 shares; 2026Q1: 7,775 shares; 2026Q2: 7,780 shares 7,780 $639K 0.18% +5 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,976 shares; 2024Q4: 3,996 shares; 2025Q1: 3,996 shares; 2025Q2: 3,771 shares; 2025Q3: 3,782 shares; 2025Q4: 7,573 shares; 2026Q1: 7,583 shares; 2026Q2: 7,596 shares 7,596 $615K 0.17% +13 Timeline RZG 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: 10,005 shares; 2024Q4: 9,818 shares; 2025Q1: 9,718 shares; 2025Q2: 9,004 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares; 2026Q1: 8,712 shares; 2026Q2: 8,328 shares 8,328 $605K 0.17% -384 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: 2,200 shares; 2024Q4: 2,204 shares; 2025Q1: 2,210 shares; 2025Q2: 2,219 shares; 2025Q3: 2,224 shares; 2025Q4: 1,876 shares; 2026Q1: 1,884 shares; 2026Q2: 1,894 shares 1,894 $602K 0.17% +10 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 747 shares; 2026Q2: 1,187 shares 1,187 $567K 0.16% +440 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: 1,892 shares 1,892 $564K 0.16% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,208 shares; 2025Q4: 1,464 shares; 2026Q1: 1,681 shares; 2026Q2: 1,880 shares 1,880 $529K 0.15% +199 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,739 shares; 2024Q4: 6,470 shares; 2025Q1: 6,392 shares; 2025Q2: 6,632 shares; 2025Q3: 6,541 shares; 2025Q4: 6,332 shares; 2026Q1: 5,892 shares; 2026Q2: 5,694 shares 5,694 $517K 0.14% -198 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,885 shares; 2025Q1: 6,185 shares; 2025Q2: 6,580 shares; 2025Q3: 6,630 shares; 2025Q4: 6,532 shares; 2026Q1: 6,533 shares; 2026Q2: 6,703 shares 6,703 $517K 0.14% +170 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: 2,606 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 2,561 shares; 2025Q3: 2,601 shares; 2025Q4: 2,615 shares; 2026Q1: 2,540 shares; 2026Q2: 2,774 shares 2,774 $513K 0.14% +234 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,499 shares; 2026Q2: 3,953 shares 3,953 $506K 0.14% +1,454 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,446 shares; 2024Q4: 8,446 shares; 2025Q1: 8,449 shares; 2025Q2: 8,449 shares; 2025Q3: 8,298 shares; 2025Q4: 8,298 shares; 2026Q1: 8,304 shares; 2026Q2: 8,297 shares 8,297 $489K 0.13% -7 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: 1,854 shares; 2024Q4: 1,841 shares; 2025Q1: 1,773 shares; 2025Q2: 2,244 shares; 2025Q3: 2,294 shares; 2025Q4: 2,373 shares; 2026Q1: 2,110 shares; 2026Q2: 1,341 shares 1,341 $473K 0.13% -769 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,362 shares; 2025Q4: 2,436 shares; 2026Q1: 2,846 shares; 2026Q2: 3,003 shares 3,003 $470K 0.13% +157 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,065 shares 3,065 $428K 0.12% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,252 shares; 2025Q1: 1,132 shares; 2025Q2: 1,730 shares; 2025Q3: 1,732 shares; 2025Q4: 1,721 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $428K 0.12% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 6,710 shares; 2026Q2: 7,926 shares 7,926 $424K 0.12% +1,216 Timeline FTGS 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: 28,787 shares; 2024Q4: 14,717 shares; 2025Q1: 14,686 shares; 2025Q2: 14,417 shares; 2025Q3: 14,123 shares; 2025Q4: 13,398 shares; 2026Q1: 13,316 shares; 2026Q2: 11,292 shares 11,292 $418K 0.12% -2,024 Timeline FPX 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: 2,202 shares; 2024Q4: 2,153 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,073 shares; 2026Q2: 2,023 shares 2,023 $417K 0.11% -50 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: 1,010 shares; 2024Q4: 980 shares; 2025Q1: 915 shares; 2025Q2: 1,027 shares; 2025Q3: 1,023 shares; 2025Q4: 983 shares; 2026Q1: 915 shares; 2026Q2: 825 shares 825 $413K 0.11% -90 Timeline FXH 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: 2,142 shares; 2026Q2: 3,347 shares 3,347 $410K 0.11% +1,205 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: 6,331 shares; 2024Q4: 6,331 shares; 2025Q1: 6,331 shares; 2025Q2: 6,331 shares; 2025Q3: 6,331 shares; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares; 2026Q2: 6,331 shares 6,331 $408K 0.11% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,033 shares; 2025Q3: 8,156 shares; 2025Q4: 8,653 shares; 2026Q1: 9,153 shares; 2026Q2: 11,053 shares 11,053 $406K 0.11% +1,900 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,054 shares; 2024Q4: 13,197 shares; 2025Q1: 12,280 shares; 2025Q2: 18,251 shares; 2025Q3: 18,418 shares; 2025Q4: 18,611 shares; 2026Q1: 18,229 shares; 2026Q2: 19,378 shares 19,378 $401K 0.11% +1,149 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,989 shares; 2025Q2: 1,982 shares; 2025Q3: 1,980 shares; 2025Q4: 1,829 shares; 2026Q1: 1,713 shares; 2026Q2: 1,653 shares 1,653 $395K 0.11% -60 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,815 shares; 2026Q2: 1,855 shares 1,855 $395K 0.11% +40 Timeline QTEC 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: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $393K 0.11% 0 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: 13,422 shares; 2024Q4: 13,569 shares; 2025Q1: 13,167 shares; 2025Q2: 16,149 shares; 2025Q3: 13,036 shares; 2025Q4: 12,452 shares; 2026Q1: 10,715 shares; 2026Q2: 9,227 shares 9,227 $391K 0.11% -1,488 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,406 shares; 2025Q3: 6,506 shares; 2025Q4: 7,240 shares; 2026Q1: 7,785 shares; 2026Q2: 9,044 shares 9,044 $368K 0.1% +1,259 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,802 shares; 2024Q4: 6,536 shares; 2025Q1: 6,481 shares; 2025Q2: 6,436 shares; 2025Q3: 6,356 shares; 2025Q4: 6,335 shares; 2026Q1: 6,021 shares; 2026Q2: 6,013 shares 6,013 $365K 0.1% -8 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: 4,183 shares; 2024Q4: 3,898 shares; 2025Q1: 3,905 shares; 2025Q2: 3,870 shares; 2025Q3: 3,787 shares; 2025Q4: 3,561 shares; 2026Q1: 3,918 shares; 2026Q2: 3,955 shares 3,955 $365K 0.1% +37 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,602 shares; 2025Q3: 11,818 shares; 2025Q4: 15,500 shares; 2026Q1: 16,001 shares; 2026Q2: 18,500 shares 18,500 $354K 0.1% +2,499 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 3,140 shares; 2025Q1: 3,340 shares; 2025Q2: 2,918 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,898 shares; 2026Q2: 2,848 shares 2,848 $347K 0.1% -50 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,492 shares; 2025Q4: 2,052 shares; 2026Q1: 2,365 shares; 2026Q2: 2,355 shares 2,355 $345K 0.1% -10 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares; 2026Q2: 1,515 shares 1,515 $339K 0.09% +100 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,269 shares; 2025Q4: 3,269 shares; 2026Q1: 3,299 shares; 2026Q2: 3,289 shares 3,289 $339K 0.09% -10 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares 3,061 $336K 0.09% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,560 shares; 2025Q3: 13,736 shares; 2025Q4: 10,033 shares; 2026Q1: 10,033 shares; 2026Q2: 7,948 shares 7,948 $319K 0.09% -2,085 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 4,206 shares; 2026Q1: 4,367 shares; 2026Q2: 4,417 shares 4,417 $319K 0.09% +50 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,436 shares; 2025Q1: 1,437 shares; 2025Q2: 1,438 shares; 2025Q3: 1,439 shares; 2025Q4: 1,441 shares; 2026Q1: 1,442 shares; 2026Q2: 1,443 shares 1,443 $318K 0.09% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares; 2026Q2: 1,801 shares 1,801 $318K 0.09% +65 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,160 shares; 2025Q4: 1,175 shares; 2026Q1: 1,202 shares; 2026Q2: 1,247 shares 1,247 $314K 0.09% +45 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: 2,807 shares; 2024Q4: 2,674 shares; 2025Q1: 2,678 shares; 2025Q2: 1,925 shares; 2025Q3: 1,896 shares; 2025Q4: 1,466 shares; 2026Q1: 1,388 shares; 2026Q2: 1,378 shares 1,378 $307K 0.08% -10 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 1,627 shares; 2025Q4: 1,667 shares; 2026Q1: 1,700 shares; 2026Q2: 1,664 shares 1,664 $305K 0.08% -36 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 4,670 shares; 2026Q1: 5,000 shares; 2026Q2: 6,301 shares 6,301 $300K 0.08% +1,301 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $300K 0.08% new Timeline TGT TARGET CORP More: the full row for TARGET 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: 1,943 shares; 2026Q2: 2,264 shares 2,264 $296K 0.08% +321 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,078 shares 1,078 $293K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 768 shares; 2025Q3: 767 shares; 2025Q4: 852 shares; 2026Q1: not reported; 2026Q2: 701 shares 701 $291K 0.08% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,318 shares; 2025Q3: 3,383 shares; 2025Q4: 3,393 shares; 2026Q1: 3,475 shares; 2026Q2: 3,765 shares 3,765 $290K 0.08% +290 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: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,177 shares; 2026Q1: 1,248 shares; 2026Q2: 1,298 shares 1,298 $281K 0.08% +50 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,149 shares 6,149 $277K 0.08% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,537 shares; 2025Q3: 23,794 shares; 2025Q4: 26,291 shares; 2026Q1: 28,260 shares; 2026Q2: 32,283 shares 32,283 $276K 0.08% +4,023 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: 1,921 shares; 2026Q2: 2,070 shares 2,070 $266K 0.07% +149 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,967 shares; 2024Q4: 2,892 shares; 2025Q1: 3,372 shares; 2025Q2: 3,257 shares; 2025Q3: 3,307 shares; 2025Q4: 2,945 shares; 2026Q1: 2,955 shares; 2026Q2: 2,911 shares 2,911 $264K 0.07% -44 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,589 shares; 2025Q1: 3,649 shares; 2025Q2: 3,502 shares; 2025Q3: 3,312 shares; 2025Q4: 3,312 shares; 2026Q1: 3,252 shares; 2026Q2: 2,885 shares 2,885 $261K 0.07% -367 Timeline RFV 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: 1,806 shares; 2024Q4: 1,807 shares; 2025Q1: 1,808 shares; 2025Q2: 1,809 shares; 2025Q3: 1,810 shares; 2025Q4: 1,811 shares; 2026Q1: 1,812 shares; 2026Q2: 1,813 shares 1,813 $259K 0.07% +1 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: 5,466 shares; 2025Q1: 5,372 shares; 2025Q2: 5,535 shares; 2025Q3: 5,190 shares; 2025Q4: 4,958 shares; 2026Q1: 4,967 shares; 2026Q2: 4,531 shares 4,531 $258K 0.07% -436 Timeline FXO 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: 4,379 shares; 2024Q4: 4,315 shares; 2025Q1: 4,315 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 4,273 shares; 2026Q2: 4,127 shares 4,127 $258K 0.07% -146 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: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $252K 0.07% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,800 shares; 2024Q4: 23,730 shares; 2025Q1: 18,380 shares; 2025Q2: 17,755 shares; 2025Q3: 17,827 shares; 2025Q4: 18,090 shares; 2026Q1: 18,156 shares; 2026Q2: 18,108 shares 18,108 $252K 0.07% -48 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 2,920 shares; 2025Q1: 2,849 shares; 2025Q2: 2,662 shares; 2025Q3: 2,592 shares; 2025Q4: not reported; 2026Q1: 2,331 shares; 2026Q2: 2,285 shares 2,285 $247K 0.07% -46 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares 5,302 $247K 0.07% 0 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: 9,820 shares; 2024Q4: 8,568 shares; 2025Q1: 8,220 shares; 2025Q2: 8,077 shares; 2025Q3: 7,627 shares; 2025Q4: 7,141 shares; 2026Q1: 6,800 shares; 2026Q2: 5,479 shares 5,479 $245K 0.07% -1,321 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: 790 shares; 2025Q3: 904 shares; 2025Q4: 931 shares; 2026Q1: 929 shares; 2026Q2: 900 shares 900 $243K 0.07% -29 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,593 shares; 2025Q3: 2,095 shares; 2025Q4: 1,278 shares; 2026Q1: 1,387 shares; 2026Q2: 1,507 shares 1,507 $239K 0.07% +120 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 372 shares 372 $238K 0.07% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $237K 0.07% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,379 shares 6,379 $235K 0.06% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,665 shares; 2024Q4: 6,532 shares; 2025Q1: 6,404 shares; 2025Q2: 6,351 shares; 2025Q3: 6,340 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,953 shares 5,953 $227K 0.06% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $222K 0.06% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 714 shares; 2025Q1: 887 shares; 2025Q2: 837 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 965 shares; 2026Q2: 690 shares 690 $217K 0.06% -275 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,903 shares; 2026Q1: 1,907 shares; 2026Q2: 1,911 shares 1,911 $216K 0.06% +4 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,441 shares; 2024Q4: 6,321 shares; 2025Q1: 6,191 shares; 2025Q2: 6,153 shares; 2025Q3: 5,394 shares; 2025Q4: 4,463 shares; 2026Q1: 4,304 shares; 2026Q2: 4,179 shares 4,179 $215K 0.06% -125 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $212K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,394 shares 1,394 $208K 0.06% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $204K 0.06% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $203K 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $200K 0.06% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,437 shares; 2026Q2: 1,463 shares 1,463 $200K 0.06% +26 Timeline PGX 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: 16,630 shares; 2025Q1: 16,661 shares; 2025Q2: 16,692 shares; 2025Q3: 16,724 shares; 2025Q4: 16,759 shares; 2026Q1: 16,794 shares; 2026Q2: 16,836 shares 16,836 $182K 0.05% +42 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,001 shares 10,001 $164K 0.05% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,275 shares; 2025Q1: 13,525 shares; 2025Q2: 14,865 shares; 2025Q3: 15,546 shares; 2025Q4: 13,546 shares; 2026Q1: 13,271 shares; 2026Q2: 11,431 shares 11,431 $54.1K 0.01% -1,840 Timeline