AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,187 shares; 2024Q4: 132,272 shares; 2025Q1: 131,030 shares; 2025Q2: 129,842 shares; 2025Q3: 128,576 shares; 2025Q4: 126,804 shares; 2026Q1: 128,935 shares; 2026Q2: 127,167 shares 127,167 $36.8M 14.26% -1,768 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: 54,722 shares; 2024Q4: 59,196 shares; 2025Q1: 37,513 shares; 2025Q2: 40,547 shares; 2025Q3: 145,504 shares; 2025Q4: 152,211 shares; 2026Q1: 160,789 shares; 2026Q2: 166,483 shares 166,483 $16.4M 6.36% +5,694 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: 13,562 shares; 2024Q4: 13,514 shares; 2025Q1: 13,536 shares; 2025Q2: 13,499 shares; 2025Q3: 13,342 shares; 2025Q4: 12,823 shares; 2026Q1: 12,772 shares; 2026Q2: 12,273 shares 12,273 $13.1M 5.06% -499 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,608 shares; 2024Q4: 233,134 shares; 2025Q1: 226,688 shares; 2025Q2: 234,839 shares; 2025Q3: 250,696 shares; 2025Q4: 249,896 shares; 2026Q1: 251,544 shares; 2026Q2: 260,923 shares 260,923 $11.9M 4.6% +9,379 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: 44,892 shares; 2024Q4: 44,473 shares; 2025Q1: 44,707 shares; 2025Q2: 45,322 shares; 2025Q3: 45,362 shares; 2025Q4: 45,816 shares; 2026Q1: 45,155 shares; 2026Q2: 46,411 shares 46,411 $11.1M 4.29% +1,256 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,601 shares; 2024Q4: 72,399 shares; 2025Q1: 44,699 shares; 2025Q2: 46,599 shares; 2025Q3: 50,177 shares; 2025Q4: 52,634 shares; 2026Q1: 54,466 shares; 2026Q2: 55,110 shares 55,110 $11M 4.27% +644 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,400 shares; 2024Q4: 84,191 shares; 2025Q1: 80,818 shares; 2025Q2: 97,361 shares; 2025Q3: 85,001 shares; 2025Q4: 82,885 shares; 2026Q1: 92,043 shares; 2026Q2: 107,317 shares 107,317 $10.8M 4.19% +15,274 Timeline JAVA 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: 61,663 shares; 2024Q4: 62,365 shares; 2025Q1: 166,610 shares; 2025Q2: 171,641 shares; 2025Q3: 100,116 shares; 2025Q4: 106,360 shares; 2026Q1: 112,106 shares; 2026Q2: 116,560 shares 116,560 $9.26M 3.59% +4,454 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: 22,951 shares; 2024Q4: 23,003 shares; 2025Q1: 22,425 shares; 2025Q2: 23,140 shares; 2025Q3: 23,091 shares; 2025Q4: 23,216 shares; 2026Q1: 23,409 shares; 2026Q2: 23,985 shares 23,985 $8.47M 3.28% +576 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: 7,036 shares; 2024Q4: 7,277 shares; 2025Q1: 8,125 shares; 2025Q2: 9,096 shares; 2025Q3: 10,392 shares; 2025Q4: 10,970 shares; 2026Q1: 20,498 shares; 2026Q2: 19,784 shares 19,784 $7.38M 2.86% -714 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: 86,127 shares; 2024Q4: 84,635 shares; 2025Q1: 45,407 shares; 2025Q2: 45,330 shares; 2025Q3: 45,070 shares; 2025Q4: 45,088 shares; 2026Q1: 44,858 shares; 2026Q2: 45,624 shares 45,624 $6.27M 2.43% +766 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: 22,970 shares; 2024Q4: 11,781 shares; 2025Q1: 12,000 shares; 2025Q2: 13,325 shares; 2025Q3: 15,167 shares; 2025Q4: 16,645 shares; 2026Q1: 16,304 shares; 2026Q2: 16,723 shares 16,723 $6.16M 2.39% +419 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: 11,621 shares; 2024Q4: 11,581 shares; 2025Q1: 11,349 shares; 2025Q2: 11,323 shares; 2025Q3: 11,298 shares; 2025Q4: 11,189 shares; 2026Q1: 11,115 shares; 2026Q2: 11,332 shares 11,332 $5.67M 2.2% +217 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,355 shares; 2024Q4: 23,587 shares; 2025Q1: 23,342 shares; 2025Q2: 23,365 shares; 2025Q3: 23,165 shares; 2025Q4: 23,169 shares; 2026Q1: 22,815 shares; 2026Q2: 23,770 shares 23,770 $5.4M 2.09% +955 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: 14,330 shares; 2024Q4: 12,982 shares; 2025Q1: 13,458 shares; 2025Q2: 13,256 shares; 2025Q3: 13,491 shares; 2025Q4: 13,614 shares; 2026Q1: 14,610 shares; 2026Q2: 15,117 shares 15,117 $4.95M 1.92% +507 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,353 shares; 2024Q4: 7,351 shares; 2025Q1: 7,134 shares; 2025Q2: 7,047 shares; 2025Q3: 7,000 shares; 2025Q4: 7,017 shares; 2026Q1: 7,139 shares; 2026Q2: 6,546 shares 6,546 $4.89M 1.89% -593 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: 10,265 shares; 2024Q4: 10,357 shares; 2025Q1: 11,692 shares; 2025Q2: 11,947 shares; 2025Q3: 11,473 shares; 2025Q4: 11,598 shares; 2026Q1: 11,825 shares; 2026Q2: 11,867 shares 11,867 $4.24M 1.64% +42 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,125 shares; 2024Q4: 33,125 shares; 2025Q1: 33,215 shares; 2025Q2: 33,235 shares; 2025Q3: 33,510 shares; 2025Q4: 30,580 shares; 2026Q1: 31,220 shares; 2026Q2: 33,005 shares 33,005 $3.77M 1.46% +1,785 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: 10,295 shares; 2024Q4: 10,295 shares; 2025Q1: 10,295 shares; 2025Q2: 10,295 shares; 2025Q3: 10,296 shares; 2025Q4: 9,786 shares; 2026Q1: 9,796 shares; 2026Q2: 9,427 shares 9,427 $3.41M 1.32% -369 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: 27,068 shares; 2024Q4: 27,096 shares; 2025Q1: 27,094 shares; 2025Q2: 27,192 shares; 2025Q3: 27,036 shares; 2025Q4: 27,245 shares; 2026Q1: 27,257 shares; 2026Q2: 27,600 shares 27,600 $3.25M 1.26% +343 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,528 shares; 2024Q4: 76,528 shares; 2025Q1: 77,181 shares; 2025Q2: 77,499 shares; 2025Q3: 77,813 shares; 2025Q4: 71,539 shares; 2026Q1: 72,148 shares; 2026Q2: 72,412 shares 72,412 $3.08M 1.19% +264 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: 131,166 shares; 2024Q4: 131,195 shares; 2025Q1: 131,846 shares; 2025Q2: 131,871 shares; 2025Q3: 131,896 shares; 2025Q4: 131,848 shares; 2026Q1: 133,389 shares; 2026Q2: 133,416 shares 133,416 $2.76M 1.07% +27 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 19,868 shares 19,868 $2.72M 1.05% new 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: 1,064 shares; 2024Q4: 1,039 shares; 2025Q1: 1,346 shares; 2025Q2: 1,365 shares; 2025Q3: 1,465 shares; 2025Q4: 1,596 shares; 2026Q1: 1,636 shares; 2026Q2: 1,988 shares 1,988 $2.38M 0.92% +352 Timeline RDVI 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: 21,773 shares; 2024Q4: 32,816 shares; 2025Q1: 43,939 shares; 2025Q2: 49,043 shares; 2025Q3: 55,562 shares; 2025Q4: 51,549 shares; 2026Q1: 71,123 shares; 2026Q2: 79,451 shares 79,451 $2.34M 0.9% +8,328 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 2,885 shares; 2025Q3: 2,886 shares; 2025Q4: 3,268 shares; 2026Q1: 3,347 shares; 2026Q2: 3,356 shares 3,356 $2.3M 0.89% +9 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: 17,421 shares; 2024Q4: 17,721 shares; 2025Q1: 19,495 shares; 2025Q2: 19,344 shares; 2025Q3: 19,048 shares; 2025Q4: 19,915 shares; 2026Q1: 20,075 shares; 2026Q2: 19,567 shares 19,567 $2.22M 0.86% -508 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,640 shares; 2024Q4: 15,790 shares; 2025Q1: 12,470 shares; 2025Q2: 14,193 shares; 2025Q3: 13,765 shares; 2025Q4: 10,883 shares; 2026Q1: 10,860 shares; 2026Q2: 11,233 shares 11,233 $1.95M 0.76% +373 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 3,731 shares; 2025Q1: 3,692 shares; 2025Q2: 3,069 shares; 2025Q3: 3,044 shares; 2025Q4: 3,047 shares; 2026Q1: 3,039 shares; 2026Q2: 3,041 shares 3,041 $1.95M 0.75% +2 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: 5,656 shares; 2024Q4: 9,302 shares; 2025Q1: 12,476 shares; 2025Q2: 13,374 shares; 2025Q3: 18,899 shares; 2025Q4: 18,550 shares; 2026Q1: 30,354 shares; 2026Q2: 33,697 shares 33,697 $1.7M 0.66% +3,343 Timeline FDN 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: 8,067 shares; 2024Q4: 7,611 shares; 2025Q1: 7,584 shares; 2025Q2: 7,254 shares; 2025Q3: 7,059 shares; 2025Q4: 7,039 shares; 2026Q1: 6,304 shares; 2026Q2: 6,269 shares 6,269 $1.66M 0.64% -35 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: 2,405 shares; 2024Q4: 2,445 shares; 2025Q1: 2,934 shares; 2025Q2: 2,414 shares; 2025Q3: 2,614 shares; 2025Q4: 2,759 shares; 2026Q1: 2,659 shares; 2026Q2: 2,491 shares 2,491 $1.45M 0.56% -168 Timeline VONG 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: 7,653 shares; 2024Q4: 7,610 shares; 2025Q1: 7,618 shares; 2025Q2: 7,625 shares; 2025Q3: 7,632 shares; 2025Q4: 8,820 shares; 2026Q1: 10,319 shares; 2026Q2: 10,301 shares 10,301 $1.32M 0.51% -18 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: 3,381 shares; 2024Q4: 3,222 shares; 2025Q1: 3,197 shares; 2025Q2: 3,182 shares; 2025Q3: 3,181 shares; 2025Q4: 3,136 shares; 2026Q1: 3,568 shares; 2026Q2: 3,786 shares 3,786 $1.3M 0.5% +218 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: 1,281 shares; 2024Q4: 1,466 shares; 2025Q1: 1,389 shares; 2025Q2: 1,395 shares; 2025Q3: 1,325 shares; 2025Q4: 1,363 shares; 2026Q1: 1,511 shares; 2026Q2: 1,611 shares 1,611 $1.19M 0.46% +100 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: 3,534 shares; 2024Q4: 3,537 shares; 2025Q1: 4,321 shares; 2025Q2: 3,008 shares; 2025Q3: 3,010 shares; 2025Q4: 3,124 shares; 2026Q1: 3,556 shares; 2026Q2: 3,488 shares 3,488 $1.18M 0.46% -68 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: 3,756 shares; 2024Q4: 3,758 shares; 2025Q1: 4,948 shares; 2025Q2: 4,950 shares; 2025Q3: 4,951 shares; 2025Q4: 4,953 shares; 2026Q1: 5,025 shares; 2026Q2: 4,658 shares 4,658 $1.17M 0.45% -367 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,120 shares; 2026Q2: 4,700 shares 4,700 $1.14M 0.44% -6,420 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,686 shares; 2025Q2: 4,686 shares; 2025Q3: 9,545 shares; 2025Q4: 10,411 shares; 2026Q1: 9,950 shares; 2026Q2: 9,263 shares 9,263 $1.08M 0.42% -687 Timeline XLB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,506 shares; 2026Q2: 19,470 shares 19,470 $990K 0.38% +3,964 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,508 shares; 2024Q4: 28,742 shares; 2025Q1: 29,058 shares; 2025Q2: 29,459 shares; 2025Q3: 29,803 shares; 2025Q4: 30,076 shares; 2026Q1: 30,131 shares; 2026Q2: 30,394 shares 30,394 $990K 0.38% +263 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,415 shares; 2025Q3: 1,425 shares; 2025Q4: 1,483 shares; 2026Q1: 1,937 shares; 2026Q2: 2,437 shares 2,437 $920K 0.36% +500 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: 7,615 shares; 2024Q4: 7,653 shares; 2025Q1: 8,096 shares; 2025Q2: 7,626 shares; 2025Q3: 6,148 shares; 2025Q4: 7,045 shares; 2026Q1: 7,074 shares; 2026Q2: 7,143 shares 7,143 $918K 0.36% +69 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: 27,863 shares; 2024Q4: 27,863 shares; 2025Q1: 27,863 shares; 2025Q2: 26,363 shares; 2025Q3: 26,363 shares; 2025Q4: 26,283 shares; 2026Q1: 15,585 shares; 2026Q2: 15,575 shares 15,575 $833K 0.32% -10 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: 19,282 shares; 2024Q4: 17,387 shares; 2025Q1: 16,781 shares; 2025Q2: 17,114 shares; 2025Q3: 14,187 shares; 2025Q4: 13,928 shares; 2026Q1: 14,190 shares; 2026Q2: 13,395 shares 13,395 $757K 0.29% -795 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: 1,027 shares; 2024Q4: 1,109 shares; 2025Q1: 1,032 shares; 2025Q2: 1,023 shares; 2025Q3: 1,004 shares; 2025Q4: 1,045 shares; 2026Q1: 986 shares; 2026Q2: 987 shares 987 $739K 0.29% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 1,912 shares; 2025Q1: 2,884 shares; 2025Q2: 2,891 shares; 2025Q3: 2,652 shares; 2025Q4: 2,619 shares; 2026Q1: 2,778 shares; 2026Q2: 2,880 shares 2,880 $732K 0.28% +102 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,278 shares; 2025Q4: 1,544 shares; 2026Q1: 1,504 shares; 2026Q2: 1,648 shares 1,648 $693K 0.27% +144 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: 1,813 shares; 2024Q4: 1,769 shares; 2025Q1: 2,270 shares; 2025Q2: 2,261 shares; 2025Q3: 2,458 shares; 2025Q4: 2,346 shares; 2026Q1: 2,032 shares; 2026Q2: 1,658 shares 1,658 $689K 0.27% -374 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,182 shares; 2025Q1: 1,183 shares; 2025Q2: 1,185 shares; 2025Q3: 1,186 shares; 2025Q4: 1,234 shares; 2026Q1: 1,236 shares; 2026Q2: 1,238 shares 1,238 $667K 0.26% +2 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,520 shares; 2025Q4: 9,891 shares; 2026Q1: 3,528 shares; 2026Q2: 3,481 shares 3,481 $663K 0.26% -47 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: 917 shares; 2024Q4: 918 shares; 2025Q1: 1,688 shares; 2025Q2: 1,021 shares; 2025Q3: 1,029 shares; 2025Q4: 1,042 shares; 2026Q1: 1,093 shares; 2026Q2: 1,172 shares 1,172 $660K 0.26% +79 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,966 shares; 2024Q4: 5,990 shares; 2025Q1: 6,011 shares; 2025Q2: 6,033 shares; 2025Q3: 6,054 shares; 2025Q4: 6,079 shares; 2026Q1: 6,099 shares; 2026Q2: 6,117 shares 6,117 $650K 0.25% +18 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,552 shares; 2024Q4: 2,567 shares; 2025Q1: 2,582 shares; 2025Q2: 2,597 shares; 2025Q3: 2,612 shares; 2025Q4: 2,618 shares; 2026Q1: 2,771 shares; 2026Q2: 2,381 shares 2,381 $648K 0.25% -390 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: 6,168 shares; 2024Q4: 6,169 shares; 2025Q1: 6,109 shares; 2025Q2: 6,109 shares; 2025Q3: 6,110 shares; 2025Q4: 6,311 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $626K 0.24% 0 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: 1,623 shares; 2024Q4: 1,623 shares; 2025Q1: 1,644 shares; 2025Q2: 1,649 shares; 2025Q3: 1,623 shares; 2025Q4: 1,644 shares; 2026Q1: 2,008 shares; 2026Q2: 2,134 shares 2,134 $600K 0.23% +126 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: 9,209 shares; 2024Q4: 9,218 shares; 2025Q1: 10,160 shares; 2025Q2: 9,957 shares; 2025Q3: 9,802 shares; 2025Q4: 9,462 shares; 2026Q1: 9,548 shares; 2026Q2: 10,314 shares 10,314 $588K 0.23% +766 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: 12,214 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares; 2026Q2: 500 shares 500 $588K 0.23% +114 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: not reported; 2026Q2: 256 shares 256 $582K 0.23% new 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: 847 shares; 2026Q2: 902 shares 902 $576K 0.22% +55 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: 1,469 shares; 2024Q4: 1,473 shares; 2025Q1: 1,479 shares; 2025Q2: 1,377 shares; 2025Q3: 1,382 shares; 2025Q4: 1,387 shares; 2026Q1: 1,507 shares; 2026Q2: 1,600 shares 1,600 $564K 0.22% +93 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: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,519 shares; 2026Q2: 2,519 shares 2,519 $555K 0.22% 0 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: 3,081 shares; 2024Q4: 3,084 shares; 2025Q1: 3,087 shares; 2025Q2: 3,090 shares; 2025Q3: 3,093 shares; 2025Q4: 3,473 shares; 2026Q1: 3,418 shares; 2026Q2: 3,779 shares 3,779 $554K 0.21% +361 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,202 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares; 2026Q2: 2,138 shares 2,138 $547K 0.21% +14 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: 794 shares; 2024Q4: 795 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 897 shares; 2025Q4: 921 shares; 2026Q1: 959 shares; 2026Q2: 6,258 shares 6,258 $539K 0.21% +5,299 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: 2,561 shares; 2024Q4: 2,573 shares; 2025Q1: 2,583 shares; 2025Q2: 2,492 shares; 2025Q3: 2,501 shares; 2025Q4: 2,510 shares; 2026Q1: 2,782 shares; 2026Q2: 2,759 shares 2,759 $524K 0.2% -23 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,722 shares; 2026Q2: 1,722 shares 1,722 $522K 0.2% 0 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: 3,856 shares; 2024Q4: 3,856 shares; 2025Q1: 3,856 shares; 2025Q2: 5,856 shares; 2025Q3: 7,723 shares; 2025Q4: 7,723 shares; 2026Q1: 9,723 shares; 2026Q2: 9,723 shares 9,723 $520K 0.2% 0 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: 5,025 shares; 2024Q4: 5,037 shares; 2025Q1: 5,134 shares; 2025Q2: 4,933 shares; 2025Q3: 5,141 shares; 2025Q4: 5,151 shares; 2026Q1: 5,304 shares; 2026Q2: 4,851 shares 4,851 $500K 0.19% -453 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 2,095 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares 1,952 $492K 0.19% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,195 shares; 2025Q1: 1,197 shares; 2025Q2: 1,199 shares; 2025Q3: 1,200 shares; 2025Q4: 1,196 shares; 2026Q1: 1,140 shares; 2026Q2: 1,256 shares 1,256 $490K 0.19% +116 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 6,209 shares; 2026Q1: 9,799 shares; 2026Q2: 9,999 shares 9,999 $469K 0.18% +200 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: 2,689 shares 2,689 $459K 0.18% new 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: 2,253 shares; 2024Q4: 2,156 shares; 2025Q1: 2,061 shares; 2025Q2: 1,953 shares; 2025Q3: 1,919 shares; 2025Q4: 1,827 shares; 2026Q1: 1,504 shares; 2026Q2: 1,508 shares 1,508 $451K 0.17% +4 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: 818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 679 shares 679 $445K 0.17% +100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,573 shares; 2025Q1: 4,742 shares; 2025Q2: 4,747 shares; 2025Q3: 4,751 shares; 2025Q4: 4,756 shares; 2026Q1: 4,797 shares; 2026Q2: 4,489 shares 4,489 $430K 0.17% -308 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,130 shares; 2024Q4: 9,175 shares; 2025Q1: 9,075 shares; 2025Q2: 9,126 shares; 2025Q3: 9,169 shares; 2025Q4: 9,082 shares; 2026Q1: 9,125 shares; 2026Q2: 9,165 shares 9,165 $422K 0.16% +40 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: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $421K 0.16% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,211 shares; 2025Q1: 1,214 shares; 2025Q2: 1,217 shares; 2025Q3: 1,219 shares; 2025Q4: 1,222 shares; 2026Q1: 1,266 shares; 2026Q2: 1,213 shares 1,213 $418K 0.16% -53 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: 2,049 shares; 2024Q4: 2,055 shares; 2025Q1: 1,861 shares; 2025Q2: 1,856 shares; 2025Q3: 1,863 shares; 2025Q4: 1,816 shares; 2026Q1: 1,837 shares; 2026Q2: 1,845 shares 1,845 $411K 0.16% +8 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 3,896 shares; 2025Q1: 3,031 shares; 2025Q2: 3,042 shares; 2025Q3: 2,637 shares; 2025Q4: 2,536 shares; 2026Q1: 2,543 shares; 2026Q2: 2,550 shares 2,550 $388K 0.15% +7 Timeline JTEK 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: 3,539 shares; 2025Q2: 3,208 shares; 2025Q3: 32,841 shares; 2025Q4: 34,133 shares; 2026Q1: not reported; 2026Q2: 3,417 shares 3,417 $381K 0.15% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,269 shares; 2025Q4: 2,602 shares; 2026Q1: 2,605 shares; 2026Q2: 2,717 shares 2,717 $380K 0.15% +112 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: 2,721 shares; 2025Q4: 2,584 shares; 2026Q1: 3,421 shares; 2026Q2: 4,305 shares 4,305 $378K 0.15% +884 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,790 shares; 2025Q4: 6,425 shares; 2026Q1: 6,597 shares; 2026Q2: 6,733 shares 6,733 $374K 0.14% +136 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,661 shares 13,661 $361K 0.14% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,077 shares; 2026Q1: 13,277 shares; 2026Q2: 13,469 shares 13,469 $359K 0.14% +192 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: 6,851 shares; 2025Q1: 6,887 shares; 2025Q2: 6,926 shares; 2025Q3: 6,966 shares; 2025Q4: 6,806 shares; 2026Q1: 6,849 shares; 2026Q2: 9,689 shares 9,689 $356K 0.14% +2,840 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,394 shares; 2024Q4: 6,405 shares; 2025Q1: not reported; 2025Q2: 6,431 shares; 2025Q3: 6,444 shares; 2025Q4: 6,455 shares; 2026Q1: 7,425 shares; 2026Q2: 7,434 shares 7,434 $353K 0.14% +9 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,116 shares; 2024Q4: 12,046 shares; 2025Q1: 17,836 shares; 2025Q2: 9,617 shares; 2025Q3: 8,461 shares; 2025Q4: 8,286 shares; 2026Q1: 7,879 shares; 2026Q2: 7,664 shares 7,664 $353K 0.14% -215 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: 2,520 shares 2,520 $352K 0.14% new 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: 1,470 shares; 2024Q4: 1,472 shares; 2025Q1: 1,476 shares; 2025Q2: 1,478 shares; 2025Q3: 1,481 shares; 2025Q4: 2,967 shares; 2026Q1: 2,972 shares; 2026Q2: 2,978 shares 2,978 $349K 0.14% +6 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,087 shares; 2024Q4: 4,840 shares; 2025Q1: 4,843 shares; 2025Q2: 4,619 shares; 2025Q3: 4,621 shares; 2025Q4: 4,273 shares; 2026Q1: 3,736 shares; 2026Q2: 3,638 shares 3,638 $346K 0.13% -98 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,497 shares; 2026Q1: 1,502 shares; 2026Q2: 1,506 shares 1,506 $328K 0.13% +4 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,295 shares; 2025Q1: 2,301 shares; 2025Q2: 1,892 shares; 2025Q3: 1,897 shares; 2025Q4: 1,841 shares; 2026Q1: 1,849 shares; 2026Q2: 1,854 shares 1,854 $325K 0.13% +5 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares; 2026Q1: 2,237 shares; 2026Q2: 2,075 shares 2,075 $322K 0.12% -162 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,835 shares; 2025Q4: 3,010 shares; 2026Q1: 3,080 shares; 2026Q2: 3,208 shares 3,208 $322K 0.12% +128 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: 4,567 shares; 2024Q4: 6,545 shares; 2025Q1: 5,883 shares; 2025Q2: 5,737 shares; 2025Q3: 16,471 shares; 2025Q4: 6,826 shares; 2026Q1: 6,786 shares; 2026Q2: 6,018 shares 6,018 $320K 0.12% -768 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 623 shares; 2026Q2: 704 shares 704 $319K 0.12% +81 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: 497 shares; 2024Q4: 487 shares; 2025Q1: 452 shares; 2025Q2: 392 shares; 2025Q3: 384 shares; 2025Q4: 329 shares; 2026Q1: 330 shares; 2026Q2: 2,638 shares 2,638 $315K 0.12% +2,308 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: 919 shares 919 $308K 0.12% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,070 shares; 2024Q4: 10,156 shares; 2025Q1: 10,234 shares; 2025Q2: 10,329 shares; 2025Q3: 10,408 shares; 2025Q4: 8,492 shares; 2026Q1: 8,560 shares; 2026Q2: 8,627 shares 8,627 $303K 0.12% +67 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: 1,186 shares; 2024Q4: 1,197 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,208 shares; 2025Q4: 1,217 shares; 2026Q1: 1,222 shares; 2026Q2: 1,227 shares 1,227 $290K 0.11% +5 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,852 shares; 2026Q2: 1,854 shares 1,854 $275K 0.11% +2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 524 shares 524 $270K 0.1% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: not reported; 2026Q2: 4,052 shares 4,052 $266K 0.1% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,746 shares; 2026Q2: 1,787 shares 1,787 $258K 0.1% +41 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: 899 shares; 2024Q4: 904 shares; 2025Q1: 909 shares; 2025Q2: 914 shares; 2025Q3: 704 shares; 2025Q4: 707 shares; 2026Q1: 933 shares; 2026Q2: 937 shares 937 $253K 0.1% +4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 832 shares 832 $248K 0.1% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; 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: 1,287 shares; 2026Q2: 1,396 shares 1,396 $236K 0.09% +109 Timeline KKR KKR & CO INC More: the full row for KKR & 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: not reported; 2026Q2: 2,555 shares 2,555 $235K 0.09% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 2,168 shares; 2026Q2: 2,278 shares 2,278 $232K 0.09% +110 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,416 shares; 2026Q2: 3,952 shares 3,952 $228K 0.09% +536 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,949 shares 2,949 $227K 0.09% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,886 shares; 2026Q2: 1,334 shares 1,334 $227K 0.09% -552 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,447 shares; 2026Q2: 2,434 shares 2,434 $223K 0.09% -13 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 889 shares 889 $220K 0.09% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,834 shares 1,834 $218K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 7,774 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,808 shares 4,808 $218K 0.08% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 496 shares 496 $215K 0.08% new 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: 1,757 shares; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 1,761 shares; 2025Q3: 1,762 shares; 2025Q4: 1,763 shares; 2026Q1: 2,145 shares; 2026Q2: 2,352 shares 2,352 $213K 0.08% +207 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: 2,064 shares 2,064 $210K 0.08% 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: 3,231 shares; 2024Q4: 2,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 1,261 shares 1,261 $209K 0.08% +239 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,915 shares 10,915 $209K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,767 shares 1,767 $208K 0.08% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,432 shares; 2024Q4: 4,241 shares; 2025Q1: 4,248 shares; 2025Q2: 4,257 shares; 2025Q3: 4,265 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,390 shares 2,390 $207K 0.08% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $206K 0.08% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $206K 0.08% new 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: 2,861 shares; 2024Q4: 2,523 shares; 2025Q1: 1,879 shares; 2025Q2: 6,888 shares; 2025Q3: 2,129 shares; 2025Q4: 1,296 shares; 2026Q1: not reported; 2026Q2: 1,282 shares 1,282 $203K 0.08% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; 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: 500 shares 500 $201K 0.08% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,841 shares 11,841 $172K 0.07% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,668 shares; 2025Q2: 22,671 shares; 2025Q3: 22,673 shares; 2025Q4: 22,676 shares; 2026Q1: not reported; 2026Q2: 13,927 shares 13,927 $52.1K 0.02% new Timeline