GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,268 shares; 2024Q4: 17,475 shares; 2025Q1: 19,059 shares; 2025Q2: 18,518 shares; 2025Q3: 18,207 shares; 2025Q4: 17,057 shares; 2026Q1: 44,171 shares; 2026Q2: 53,756 shares 53,756 $19.2M 5.37% +9,585 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: 35,507 shares; 2024Q4: 34,112 shares; 2025Q1: 32,212 shares; 2025Q2: 32,357 shares; 2025Q3: 31,696 shares; 2025Q4: 30,616 shares; 2026Q1: 69,829 shares; 2026Q2: 86,317 shares 86,317 $17.3M 4.83% +16,488 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: 39,627 shares; 2024Q4: 38,551 shares; 2025Q1: 37,953 shares; 2025Q2: 38,695 shares; 2025Q3: 37,389 shares; 2025Q4: 33,293 shares; 2026Q1: 43,983 shares; 2026Q2: 55,146 shares 55,146 $16M 4.46% +11,163 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: 22,438 shares; 2024Q4: 21,820 shares; 2025Q1: 21,955 shares; 2025Q2: 22,537 shares; 2025Q3: 22,332 shares; 2025Q4: 20,265 shares; 2026Q1: 32,877 shares; 2026Q2: 40,008 shares 40,008 $14.9M 4.17% +7,131 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: 9,611 shares; 2024Q4: 11,521 shares; 2025Q1: 11,584 shares; 2025Q2: 11,824 shares; 2025Q3: 12,182 shares; 2025Q4: 11,523 shares; 2026Q1: 15,127 shares; 2026Q2: 18,866 shares 18,866 $9.44M 2.64% +3,739 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 4,504 shares; 2025Q1: 4,531 shares; 2025Q2: 4,153 shares; 2025Q3: 3,728 shares; 2025Q4: 3,641 shares; 2026Q1: 15,002 shares; 2026Q2: 19,761 shares 19,761 $6.78M 1.9% +4,759 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: 602 shares; 2024Q4: 698 shares; 2025Q1: 724 shares; 2025Q2: 822 shares; 2025Q3: 962 shares; 2025Q4: 965 shares; 2026Q1: 4,745 shares; 2026Q2: 5,580 shares 5,580 $6.69M 1.87% +835 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: 5,091 shares; 2024Q4: 4,985 shares; 2025Q1: 5,170 shares; 2025Q2: 5,344 shares; 2025Q3: 4,979 shares; 2025Q4: 5,032 shares; 2026Q1: 12,640 shares; 2026Q2: 17,100 shares 17,100 $6.46M 1.81% +4,460 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: 20,342 shares; 2024Q4: 20,780 shares; 2025Q1: 21,945 shares; 2025Q2: 21,745 shares; 2025Q3: 21,484 shares; 2025Q4: 21,570 shares; 2026Q1: 22,336 shares; 2026Q2: 24,228 shares 24,228 $5.73M 1.6% +1,892 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: 13,297 shares; 2024Q4: 13,182 shares; 2025Q1: 12,927 shares; 2025Q2: 13,086 shares; 2025Q3: 11,729 shares; 2025Q4: 12,239 shares; 2026Q1: 19,700 shares; 2026Q2: 22,360 shares 22,360 $5.68M 1.59% +2,660 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: 20,535 shares; 2024Q4: 19,918 shares; 2025Q1: 19,522 shares; 2025Q2: 20,015 shares; 2025Q3: 17,704 shares; 2025Q4: 16,769 shares; 2026Q1: 16,156 shares; 2026Q2: 16,655 shares 16,655 $5.45M 1.52% +499 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: 15,838 shares; 2024Q4: 15,186 shares; 2025Q1: 15,881 shares; 2025Q2: 16,328 shares; 2025Q3: 16,682 shares; 2025Q4: 16,301 shares; 2026Q1: 17,227 shares; 2026Q2: 20,557 shares 20,557 $4.9M 1.37% +3,330 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: 1,219 shares; 2024Q4: 1,389 shares; 2025Q1: 1,546 shares; 2025Q2: 1,660 shares; 2025Q3: 2,162 shares; 2025Q4: 2,042 shares; 2026Q1: 5,587 shares; 2026Q2: 8,458 shares 8,458 $4.76M 1.33% +2,871 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: 5,998 shares; 2024Q4: 6,680 shares; 2025Q1: 7,630 shares; 2025Q2: 7,243 shares; 2025Q3: 7,145 shares; 2025Q4: 5,271 shares; 2026Q1: 7,846 shares; 2026Q2: 6,137 shares 6,137 $4.58M 1.28% -1,709 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,971 shares; 2024Q4: 6,785 shares; 2025Q1: 6,147 shares; 2025Q2: 6,247 shares; 2025Q3: 5,526 shares; 2025Q4: 5,398 shares; 2026Q1: 9,149 shares; 2026Q2: 10,480 shares 10,480 $4.47M 1.25% +1,331 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 2,194 shares; 2026Q2: 3,132 shares 3,132 $4.26M 1.19% +938 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,615 shares; 2025Q1: 1,618 shares; 2025Q2: 1,578 shares; 2025Q3: 1,597 shares; 2025Q4: 1,596 shares; 2026Q1: 6,267 shares; 2026Q2: 7,377 shares 7,377 $3.79M 1.06% +1,110 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,884 shares; 2026Q2: 4,932 shares 4,932 $3.73M 1.04% +1,048 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,815 shares; 2024Q4: 21,535 shares; 2025Q1: 21,084 shares; 2025Q2: 19,642 shares; 2025Q3: 18,204 shares; 2025Q4: 17,112 shares; 2026Q1: 16,027 shares; 2026Q2: 14,929 shares 14,929 $3.62M 1.01% -1,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,369 shares; 2026Q2: 11,183 shares 11,183 $3.52M 0.98% +2,814 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,710 shares; 2025Q3: 2,690 shares; 2025Q4: 8,070 shares; 2026Q1: 8,040 shares; 2026Q2: 7,954 shares 7,954 $3.48M 0.97% -86 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: 5,558 shares; 2024Q4: 5,394 shares; 2025Q1: 5,085 shares; 2025Q2: 4,080 shares; 2025Q3: 3,732 shares; 2025Q4: 3,638 shares; 2026Q1: 3,875 shares; 2026Q2: 4,577 shares 4,577 $3.43M 0.96% +702 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: 21,602 shares; 2024Q4: 17,071 shares; 2025Q1: 16,989 shares; 2025Q2: 18,363 shares; 2025Q3: 18,614 shares; 2025Q4: 20,950 shares; 2026Q1: 22,929 shares; 2026Q2: 24,901 shares 24,901 $3.4M 0.95% +1,972 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: 25,495 shares; 2024Q4: 23,991 shares; 2025Q1: 23,563 shares; 2025Q2: 26,835 shares; 2025Q3: 27,476 shares; 2025Q4: 27,079 shares; 2026Q1: 28,017 shares; 2026Q2: 30,039 shares 30,039 $3.4M 0.95% +2,022 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,915 shares; 2024Q4: 25,433 shares; 2025Q1: 23,137 shares; 2025Q2: 12,364 shares; 2025Q3: 13,503 shares; 2025Q4: 14,809 shares; 2026Q1: 25,375 shares; 2026Q2: 37,161 shares 37,161 $3.27M 0.91% +11,786 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,507 shares 4,507 $3.26M 0.91% new 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: 7,478 shares; 2024Q4: 7,349 shares; 2025Q1: 6,738 shares; 2025Q2: 6,934 shares; 2025Q3: 6,627 shares; 2025Q4: 4,572 shares; 2026Q1: 4,166 shares; 2026Q2: 8,866 shares 8,866 $3.13M 0.87% +4,700 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: 729 shares; 2026Q1: 651 shares; 2026Q2: 2,651 shares 2,651 $3.06M 0.86% +2,000 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,600 shares; 2024Q4: 47,303 shares; 2025Q1: 47,521 shares; 2025Q2: 40,895 shares; 2025Q3: 34,818 shares; 2025Q4: 34,969 shares; 2026Q1: 36,148 shares; 2026Q2: 55,822 shares 55,822 $2.58M 0.72% +19,674 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: 4,773 shares; 2024Q4: 4,569 shares; 2025Q1: 4,714 shares; 2025Q2: 4,411 shares; 2025Q3: 4,294 shares; 2025Q4: 3,833 shares; 2026Q1: 3,663 shares; 2026Q2: 3,534 shares 3,534 $2.54M 0.71% -129 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,457 shares; 2024Q4: 25,407 shares; 2025Q1: 25,936 shares; 2025Q2: 24,945 shares; 2025Q3: 25,800 shares; 2025Q4: 26,655 shares; 2026Q1: 26,729 shares; 2026Q2: 27,964 shares 27,964 $2.52M 0.7% +1,235 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,458 shares; 2026Q2: 12,898 shares 12,898 $2.45M 0.68% +3,440 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: 10,426 shares; 2024Q4: 10,169 shares; 2025Q1: 9,891 shares; 2025Q2: 10,019 shares; 2025Q3: 9,891 shares; 2025Q4: 11,715 shares; 2026Q1: 12,852 shares; 2026Q2: 14,275 shares 14,275 $2.37M 0.66% +1,423 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: 23,348 shares; 2024Q4: 28,335 shares; 2025Q1: 28,087 shares; 2025Q2: 35,513 shares; 2025Q3: 35,475 shares; 2025Q4: 34,635 shares; 2026Q1: 34,320 shares; 2026Q2: 35,269 shares 35,269 $2.17M 0.61% +949 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 23,464 shares; 2026Q1: 23,857 shares; 2026Q2: 20,347 shares 20,347 $2.15M 0.6% -3,510 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,266 shares; 2024Q4: 21,633 shares; 2025Q1: 22,066 shares; 2025Q2: 23,140 shares; 2025Q3: 23,394 shares; 2025Q4: 22,646 shares; 2026Q1: 21,460 shares; 2026Q2: 20,454 shares 20,454 $2.13M 0.59% -1,006 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: 8,276 shares; 2026Q2: 11,344 shares 11,344 $2M 0.56% +3,068 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 3,835 shares; 2026Q2: 4,656 shares 4,656 $1.9M 0.53% +821 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,096 shares; 2024Q4: 22,225 shares; 2025Q1: 22,014 shares; 2025Q2: 20,336 shares; 2025Q3: 19,778 shares; 2025Q4: 19,698 shares; 2026Q1: 19,713 shares; 2026Q2: 19,569 shares 19,569 $1.88M 0.53% -144 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: 16,493 shares; 2024Q4: 15,017 shares; 2025Q1: 15,329 shares; 2025Q2: 13,709 shares; 2025Q3: 13,214 shares; 2025Q4: 13,547 shares; 2026Q1: 13,463 shares; 2026Q2: 13,630 shares 13,630 $1.87M 0.52% +167 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: 5,136 shares; 2024Q4: 4,773 shares; 2025Q1: 4,793 shares; 2025Q2: 4,794 shares; 2025Q3: 10,114 shares; 2025Q4: 9,961 shares; 2026Q1: 13,444 shares; 2026Q2: 15,544 shares 15,544 $1.83M 0.51% +2,100 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,105 shares; 2024Q4: 21,044 shares; 2025Q1: 21,570 shares; 2025Q2: 22,694 shares; 2025Q3: 28,649 shares; 2025Q4: 29,711 shares; 2026Q1: 25,670 shares; 2026Q2: 26,198 shares 26,198 $1.78M 0.5% +528 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: 15,759 shares; 2024Q4: 15,677 shares; 2025Q1: 16,879 shares; 2025Q2: 17,691 shares; 2025Q3: 16,181 shares; 2025Q4: 15,579 shares; 2026Q1: 16,644 shares; 2026Q2: 20,048 shares 20,048 $1.76M 0.49% +3,404 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: 521 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $1.74M 0.49% new Timeline MLPX 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: 15,744 shares; 2024Q4: 17,449 shares; 2025Q1: 17,431 shares; 2025Q2: 17,299 shares; 2025Q3: 16,479 shares; 2025Q4: 16,919 shares; 2026Q1: 22,027 shares; 2026Q2: 23,531 shares 23,531 $1.73M 0.48% +1,504 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: 3,810 shares; 2024Q4: 3,648 shares; 2025Q1: 3,564 shares; 2025Q2: 3,012 shares; 2025Q3: 2,340 shares; 2025Q4: 2,724 shares; 2026Q1: 3,583 shares; 2026Q2: 4,679 shares 4,679 $1.69M 0.47% +1,096 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: 3,191 shares; 2025Q4: 2,802 shares; 2026Q1: 3,375 shares; 2026Q2: 3,485 shares 3,485 $1.66M 0.47% +110 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: 8,900 shares; 2025Q4: 11,855 shares; 2026Q1: 11,696 shares; 2026Q2: 11,770 shares 11,770 $1.64M 0.46% +74 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: 1,256 shares; 2024Q4: 1,262 shares; 2025Q1: 1,260 shares; 2025Q2: 1,241 shares; 2025Q3: 1,243 shares; 2025Q4: 1,232 shares; 2026Q1: 1,229 shares; 2026Q2: 2,587 shares 2,587 $1.64M 0.46% +1,358 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: 9,101 shares; 2024Q4: 8,762 shares; 2025Q1: 6,564 shares; 2025Q2: 6,570 shares; 2025Q3: 6,226 shares; 2025Q4: 6,226 shares; 2026Q1: 6,188 shares; 2026Q2: 6,292 shares 6,292 $1.61M 0.45% +104 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: 13,637 shares; 2024Q4: 12,432 shares; 2025Q1: 12,530 shares; 2025Q2: 11,422 shares; 2025Q3: 11,807 shares; 2025Q4: 12,309 shares; 2026Q1: 11,466 shares; 2026Q2: 10,809 shares 10,809 $1.6M 0.45% -657 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: 2,339 shares; 2025Q4: 2,146 shares; 2026Q1: 2,140 shares; 2026Q2: 2,665 shares 2,665 $1.55M 0.43% +525 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,978 shares; 2024Q4: 13,992 shares; 2025Q1: 13,872 shares; 2025Q2: 13,881 shares; 2025Q3: 13,882 shares; 2025Q4: 20,274 shares; 2026Q1: 21,313 shares; 2026Q2: 21,291 shares 21,291 $1.53M 0.43% -22 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: 3,209 shares; 2024Q4: 3,251 shares; 2025Q1: 2,858 shares; 2025Q2: 2,841 shares; 2025Q3: 2,778 shares; 2025Q4: 2,754 shares; 2026Q1: 3,946 shares; 2026Q2: 5,944 shares 5,944 $1.5M 0.42% +1,998 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,925 shares; 2025Q2: 4,512 shares; 2025Q3: 4,196 shares; 2025Q4: 3,933 shares; 2026Q1: 3,761 shares; 2026Q2: 5,850 shares 5,850 $1.49M 0.42% +2,089 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,633 shares; 2024Q4: 29,293 shares; 2025Q1: 29,559 shares; 2025Q2: 29,835 shares; 2025Q3: 29,063 shares; 2025Q4: 28,187 shares; 2026Q1: 27,470 shares; 2026Q2: 25,820 shares 25,820 $1.46M 0.41% -1,650 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,965 shares; 2024Q4: 13,159 shares; 2025Q1: 18,168 shares; 2025Q2: 24,028 shares; 2025Q3: 36,201 shares; 2025Q4: 36,571 shares; 2026Q1: 36,267 shares; 2026Q2: 28,306 shares 28,306 $1.43M 0.4% -7,961 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: 4,808 shares; 2024Q4: 3,895 shares; 2025Q1: 5,404 shares; 2025Q2: 5,745 shares; 2025Q3: 5,856 shares; 2025Q4: 8,137 shares; 2026Q1: 7,092 shares; 2026Q2: 6,067 shares 6,067 $1.38M 0.39% -1,025 Timeline SPMO 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: 2,275 shares; 2025Q1: 2,336 shares; 2025Q2: 2,345 shares; 2025Q3: 2,258 shares; 2025Q4: 3,473 shares; 2026Q1: 3,675 shares; 2026Q2: 8,467 shares 8,467 $1.37M 0.38% +4,792 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: 1,301 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,365 shares; 2025Q3: 1,232 shares; 2025Q4: 1,162 shares; 2026Q1: 1,379 shares; 2026Q2: 1,457 shares 1,457 $1.36M 0.38% +78 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: 2,595 shares; 2025Q1: 4,747 shares; 2025Q2: 6,910 shares; 2025Q3: 5,807 shares; 2025Q4: 1,902 shares; 2026Q1: 6,755 shares; 2026Q2: 8,573 shares 8,573 $1.36M 0.38% +1,818 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 11,177 shares; 2026Q2: 12,981 shares 12,981 $1.29M 0.36% +1,804 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,831 shares; 2024Q4: 25,139 shares; 2025Q1: 28,170 shares; 2025Q2: 27,868 shares; 2025Q3: 34,202 shares; 2025Q4: 37,715 shares; 2026Q1: 50,987 shares; 2026Q2: 52,559 shares 52,559 $1.27M 0.35% +1,572 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,498 shares; 2024Q4: 11,874 shares; 2025Q1: 12,084 shares; 2025Q2: 11,993 shares; 2025Q3: 12,344 shares; 2025Q4: 12,483 shares; 2026Q1: 13,063 shares; 2026Q2: 13,138 shares 13,138 $1.23M 0.34% +75 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,622 shares; 2024Q4: 22,348 shares; 2025Q1: 24,233 shares; 2025Q2: 24,311 shares; 2025Q3: 28,615 shares; 2025Q4: 31,237 shares; 2026Q1: 30,003 shares; 2026Q2: 28,912 shares 28,912 $1.23M 0.34% -1,091 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,983 shares; 2025Q1: 5,398 shares; 2025Q2: 5,346 shares; 2025Q3: 5,220 shares; 2025Q4: 5,291 shares; 2026Q1: 5,239 shares; 2026Q2: 4,901 shares 4,901 $1.19M 0.33% -338 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,841 shares; 2024Q4: 7,654 shares; 2025Q1: 11,905 shares; 2025Q2: 8,521 shares; 2025Q3: 6,200 shares; 2025Q4: 6,118 shares; 2026Q1: 5,322 shares; 2026Q2: 5,465 shares 5,465 $1.14M 0.32% +143 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,930 shares; 2024Q4: 23,790 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 27,027 shares; 2026Q2: 38,725 shares 38,725 $1.14M 0.32% +11,698 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,788 shares; 2025Q1: 9,951 shares; 2025Q2: 16,986 shares; 2025Q3: 35,702 shares; 2025Q4: 40,462 shares; 2026Q1: 41,046 shares; 2026Q2: 42,818 shares 42,818 $1.14M 0.32% +1,772 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 578 shares; 2025Q4: 474 shares; 2026Q1: 734 shares; 2026Q2: 1,463 shares 1,463 $1.12M 0.31% +729 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,573 shares; 2025Q1: 2,301 shares; 2025Q2: 2,349 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares; 2026Q1: 2,733 shares; 2026Q2: 3,220 shares 3,220 $1.1M 0.31% +487 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 6,171 shares; 2025Q3: 4,277 shares; 2025Q4: 3,276 shares; 2026Q1: 3,296 shares; 2026Q2: 3,543 shares 3,543 $1.06M 0.3% +247 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,730 shares; 2026Q2: 15,765 shares 15,765 $1.06M 0.3% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,723 shares; 2026Q2: 10,991 shares 10,991 $1.05M 0.29% +6,268 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: 3,052 shares; 2024Q4: 3,027 shares; 2025Q1: 3,058 shares; 2025Q2: 3,037 shares; 2025Q3: 3,026 shares; 2025Q4: 3,007 shares; 2026Q1: 2,852 shares; 2026Q2: 2,827 shares 2,827 $1.05M 0.29% -25 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,489 shares; 2025Q1: 1,749 shares; 2025Q2: 2,182 shares; 2025Q3: 2,306 shares; 2025Q4: 2,838 shares; 2026Q1: 2,431 shares; 2026Q2: 2,462 shares 2,462 $1.04M 0.29% +31 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares; 2026Q2: 868 shares 868 $1.02M 0.28% +395 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 12,070 shares; 2026Q2: 14,008 shares 14,008 $1.01M 0.28% +1,938 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 35,119 shares 35,119 $985K 0.28% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,150 shares; 2024Q4: 31,580 shares; 2025Q1: 31,689 shares; 2025Q2: 27,360 shares; 2025Q3: 20,931 shares; 2025Q4: 26,073 shares; 2026Q1: 25,741 shares; 2026Q2: 25,638 shares 25,638 $980K 0.27% -103 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: 6,423 shares; 2024Q4: 5,945 shares; 2025Q1: 5,027 shares; 2025Q2: 6,181 shares; 2025Q3: 6,059 shares; 2025Q4: 12,588 shares; 2026Q1: 17,209 shares; 2026Q2: 18,398 shares 18,398 $977K 0.27% +1,189 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 1,536 shares; 2026Q1: 2,730 shares; 2026Q2: 8,310 shares 8,310 $970K 0.27% +5,580 Timeline MGK 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: 733 shares; 2024Q4: 728 shares; 2025Q1: 709 shares; 2025Q2: 687 shares; 2025Q3: 1,236 shares; 2025Q4: 1,606 shares; 2026Q1: 1,415 shares; 2026Q2: 10,973 shares 10,973 $965K 0.27% +9,558 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,777 shares; 2024Q4: 12,803 shares; 2025Q1: 12,872 shares; 2025Q2: 12,812 shares; 2025Q3: 18,167 shares; 2025Q4: 20,317 shares; 2026Q1: 19,606 shares; 2026Q2: 18,920 shares 18,920 $953K 0.27% -686 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 11,936 shares; 2025Q4: 14,359 shares; 2026Q1: 14,962 shares; 2026Q2: 15,309 shares 15,309 $949K 0.27% +347 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: 11,089 shares; 2024Q4: 9,787 shares; 2025Q1: 9,076 shares; 2025Q2: 6,236 shares; 2025Q3: 5,192 shares; 2025Q4: 3,704 shares; 2026Q1: 5,453 shares; 2026Q2: 7,331 shares 7,331 $942K 0.26% +1,878 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: 592 shares; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,424 shares; 2025Q4: 1,416 shares; 2026Q1: 2,538 shares; 2026Q2: 2,707 shares 2,707 $923K 0.26% +169 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,607 shares; 2025Q4: 16,121 shares; 2026Q1: 16,540 shares; 2026Q2: 17,278 shares 17,278 $917K 0.26% +738 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: 2,934 shares; 2024Q4: 3,271 shares; 2025Q1: 2,772 shares; 2025Q2: 2,981 shares; 2025Q3: 2,492 shares; 2025Q4: 2,996 shares; 2026Q1: 3,253 shares; 2026Q2: 3,026 shares 3,026 $902K 0.25% -227 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,850 shares; 2024Q4: 11,989 shares; 2025Q1: 10,766 shares; 2025Q2: 10,750 shares; 2025Q3: 10,349 shares; 2025Q4: 9,152 shares; 2026Q1: 8,955 shares; 2026Q2: 9,471 shares 9,471 $895K 0.25% +516 Timeline RYLD 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: 40,581 shares; 2025Q4: 49,762 shares; 2026Q1: 51,654 shares; 2026Q2: 55,176 shares 55,176 $882K 0.25% +3,522 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,388 shares; 2024Q4: 5,467 shares; 2025Q1: 5,420 shares; 2025Q2: 5,560 shares; 2025Q3: 5,648 shares; 2025Q4: 5,619 shares; 2026Q1: 5,625 shares; 2026Q2: 5,822 shares 5,822 $882K 0.25% +197 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,918 shares; 2026Q1: 3,153 shares; 2026Q2: 10,799 shares 10,799 $878K 0.25% +7,646 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: 11,308 shares; 2024Q4: 9,831 shares; 2025Q1: 8,968 shares; 2025Q2: 9,187 shares; 2025Q3: 16,286 shares; 2025Q4: 18,932 shares; 2026Q1: 19,595 shares; 2026Q2: 20,683 shares 20,683 $876K 0.24% +1,088 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,317 shares; 2025Q4: 9,869 shares; 2026Q1: 10,198 shares; 2026Q2: 10,707 shares 10,707 $875K 0.24% +509 Timeline SDIV 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: 25,750 shares; 2025Q4: 31,836 shares; 2026Q1: 32,879 shares; 2026Q2: 35,336 shares 35,336 $864K 0.24% +2,457 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,362 shares; 2025Q4: 25,882 shares; 2026Q1: 26,587 shares; 2026Q2: 27,839 shares 27,839 $849K 0.24% +1,252 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: 4,661 shares; 2024Q4: 4,880 shares; 2025Q1: 4,889 shares; 2025Q2: 4,820 shares; 2025Q3: 4,761 shares; 2025Q4: 4,961 shares; 2026Q1: 5,103 shares; 2026Q2: 5,704 shares 5,704 $836K 0.23% +601 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,969 shares; 2024Q4: 32,087 shares; 2025Q1: 33,500 shares; 2025Q2: 30,664 shares; 2025Q3: 32,060 shares; 2025Q4: 31,164 shares; 2026Q1: 32,799 shares; 2026Q2: 35,714 shares 35,714 $826K 0.23% +2,915 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 16,231 shares; 2026Q2: 22,274 shares 22,274 $815K 0.23% +6,043 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,317 shares; 2025Q3: 17,214 shares; 2025Q4: 18,717 shares; 2026Q1: 18,570 shares; 2026Q2: 15,292 shares 15,292 $806K 0.23% -3,278 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC 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: not reported; 2025Q3: 34,380 shares; 2025Q4: 43,071 shares; 2026Q1: 44,409 shares; 2026Q2: 47,746 shares 47,746 $797K 0.22% +3,337 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,578 shares; 2024Q4: 24,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,612 shares 12,612 $793K 0.22% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,393 shares; 2024Q4: 11,941 shares; 2025Q1: 11,190 shares; 2025Q2: 3,895 shares; 2025Q3: 5,507 shares; 2025Q4: 5,991 shares; 2026Q1: 6,516 shares; 2026Q2: 7,683 shares 7,683 $786K 0.22% +1,167 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,522 shares; 2024Q4: 25,982 shares; 2025Q1: 25,954 shares; 2025Q2: 32,764 shares; 2025Q3: 24,259 shares; 2025Q4: 23,850 shares; 2026Q1: 22,632 shares; 2026Q2: 24,515 shares 24,515 $784K 0.22% +1,883 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 395 shares; 2025Q2: 404 shares; 2025Q3: 380 shares; 2025Q4: 596 shares; 2026Q1: 594 shares; 2026Q2: 1,131 shares 1,131 $777K 0.22% +537 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 2,708 shares; 2025Q1: 2,750 shares; 2025Q2: 1,998 shares; 2025Q3: 1,616 shares; 2025Q4: 1,632 shares; 2026Q1: 3,884 shares; 2026Q2: 5,686 shares 5,686 $770K 0.22% +1,802 Timeline ACWX 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: 7,309 shares; 2026Q2: 9,971 shares 9,971 $759K 0.21% +2,662 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,088 shares; 2024Q4: 27,249 shares; 2025Q1: 29,850 shares; 2025Q2: 21,520 shares; 2025Q3: 26,685 shares; 2025Q4: 28,177 shares; 2026Q1: 23,574 shares; 2026Q2: 22,346 shares 22,346 $756K 0.21% -1,228 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,688 shares; 2024Q4: 15,600 shares; 2025Q1: 16,191 shares; 2025Q2: 16,242 shares; 2025Q3: 23,957 shares; 2025Q4: 23,269 shares; 2026Q1: 21,190 shares; 2026Q2: 19,818 shares 19,818 $752K 0.21% -1,372 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: 1,873 shares; 2024Q4: 1,824 shares; 2025Q1: 1,752 shares; 2025Q2: 1,851 shares; 2025Q3: 1,551 shares; 2025Q4: 1,222 shares; 2026Q1: 1,231 shares; 2026Q2: 1,135 shares 1,135 $744K 0.21% -96 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,253 shares; 2026Q2: 32,478 shares 32,478 $740K 0.21% +2,225 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,069 shares 4,069 $725K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,551 shares; 2025Q3: 13,692 shares; 2025Q4: 15,000 shares; 2026Q1: 15,148 shares; 2026Q2: 15,739 shares 15,739 $725K 0.2% +591 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,456 shares; 2025Q1: 2,437 shares; 2025Q2: 2,280 shares; 2025Q3: 2,250 shares; 2025Q4: 2,270 shares; 2026Q1: 2,334 shares; 2026Q2: 2,316 shares 2,316 $709K 0.2% -18 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,290 shares; 2025Q1: 1,860 shares; 2025Q2: 1,862 shares; 2025Q3: 1,715 shares; 2025Q4: 1,657 shares; 2026Q1: 1,658 shares; 2026Q2: 1,701 shares 1,701 $706K 0.2% +43 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 703 shares; 2026Q1: not reported; 2026Q2: 1,875 shares 1,875 $701K 0.2% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,089 shares; 2026Q2: 3,763 shares 3,763 $697K 0.19% +1,674 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: 3,376 shares; 2025Q4: 3,776 shares; 2026Q1: 3,689 shares; 2026Q2: 3,629 shares 3,629 $696K 0.19% -60 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,257 shares; 2025Q1: 1,249 shares; 2025Q2: 1,265 shares; 2025Q3: 1,269 shares; 2025Q4: 1,265 shares; 2026Q1: 1,242 shares; 2026Q2: 2,533 shares 2,533 $685K 0.19% +1,291 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 343 shares 343 $680K 0.19% +64 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,620 shares; 2025Q4: 8,953 shares; 2026Q1: 9,684 shares; 2026Q2: 9,943 shares 9,943 $678K 0.19% +259 Timeline FXU 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: 10,186 shares; 2026Q1: 13,062 shares; 2026Q2: 13,641 shares 13,641 $673K 0.19% +579 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 531 shares; 2025Q3: 533 shares; 2025Q4: 526 shares; 2026Q1: 528 shares; 2026Q2: 514 shares 514 $644K 0.18% -14 BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 2,141 shares; 2026Q2: 5,427 shares 5,427 $639K 0.18% +3,286 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: 2,671 shares; 2024Q4: 2,569 shares; 2025Q1: 2,275 shares; 2025Q2: 2,151 shares; 2025Q3: 2,173 shares; 2025Q4: 2,097 shares; 2026Q1: 2,252 shares; 2026Q2: 2,300 shares 2,300 $626K 0.17% +48 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: 10,856 shares; 2025Q2: 11,450 shares; 2025Q3: 10,815 shares; 2025Q4: 10,331 shares; 2026Q1: 7,065 shares; 2026Q2: 6,218 shares 6,218 $624K 0.17% -847 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: 542 shares; 2024Q4: 543 shares; 2025Q1: 545 shares; 2025Q2: 365 shares; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: 352 shares; 2026Q2: 845 shares 845 $622K 0.17% +493 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 658 shares; 2026Q1: 741 shares; 2026Q2: 780 shares 780 $620K 0.17% +39 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,261 shares; 2024Q4: 15,461 shares; 2025Q1: 15,461 shares; 2025Q2: 17,461 shares; 2025Q3: 16,681 shares; 2025Q4: 19,337 shares; 2026Q1: 19,153 shares; 2026Q2: 20,273 shares 20,273 $611K 0.17% +1,120 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,668 shares 1,668 $608K 0.17% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 3,992 shares 3,992 $607K 0.17% new Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $598K 0.17% 0 Timeline MOAT 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: 9,389 shares; 2024Q4: 8,515 shares; 2025Q1: 7,931 shares; 2025Q2: 6,755 shares; 2025Q3: 6,061 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares; 2026Q2: 5,729 shares 5,729 $596K 0.17% -301 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,186 shares; 2024Q4: 5,113 shares; 2025Q1: 5,536 shares; 2025Q2: 5,274 shares; 2025Q3: 5,494 shares; 2025Q4: 4,666 shares; 2026Q1: 7,536 shares; 2026Q2: 7,529 shares 7,529 $589K 0.16% -7 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,389 shares; 2026Q2: 11,594 shares 11,594 $584K 0.16% +1,205 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: not reported; 2026Q1: 8,008 shares; 2026Q2: 10,881 shares 10,881 $582K 0.16% +2,873 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 897 shares 897 $578K 0.16% new Timeline IHI 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: 6,617 shares; 2025Q4: 9,323 shares; 2026Q1: 10,931 shares; 2026Q2: 11,533 shares 11,533 $570K 0.16% +602 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 5,318 shares; 2025Q1: 1,831 shares; 2025Q2: 2,968 shares; 2025Q3: 2,485 shares; 2025Q4: 2,440 shares; 2026Q1: 2,459 shares; 2026Q2: 3,837 shares 3,837 $562K 0.16% +1,378 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 21,323 shares; 2025Q4: 21,856 shares; 2026Q1: 19,952 shares; 2026Q2: 21,582 shares 21,582 $561K 0.16% +1,630 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: 8,032 shares; 2024Q4: 7,946 shares; 2025Q1: 7,973 shares; 2025Q2: 7,916 shares; 2025Q3: 12,149 shares; 2025Q4: 12,099 shares; 2026Q1: not reported; 2026Q2: 6,210 shares 6,210 $558K 0.16% new Timeline IWR 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: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,722 shares; 2026Q2: 5,007 shares 5,007 $552K 0.15% +285 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,413 shares; 2024Q4: 14,413 shares; 2025Q1: 14,413 shares; 2025Q2: 14,413 shares; 2025Q3: 14,413 shares; 2025Q4: 14,413 shares; 2026Q1: 14,413 shares; 2026Q2: 14,413 shares 14,413 $552K 0.15% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,746 shares; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 17,147 shares; 2026Q2: 5,475 shares 5,475 $551K 0.15% -11,672 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 9,346 shares; 2025Q4: 10,296 shares; 2026Q1: 10,492 shares; 2026Q2: 10,355 shares 10,355 $551K 0.15% -137 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: 1,985 shares; 2025Q3: 1,401 shares; 2025Q4: 1,700 shares; 2026Q1: 1,627 shares; 2026Q2: 1,952 shares 1,952 $549K 0.15% +325 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 23,061 shares; 2025Q4: 19,746 shares; 2026Q1: 19,923 shares; 2026Q2: 19,618 shares 19,618 $544K 0.15% -305 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: 10,819 shares; 2025Q4: 12,191 shares; 2026Q1: 11,164 shares; 2026Q2: 8,263 shares 8,263 $542K 0.15% -2,901 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,377 shares; 2024Q4: 6,607 shares; 2025Q1: 9,666 shares; 2025Q2: 16,836 shares; 2025Q3: 15,538 shares; 2025Q4: 16,359 shares; 2026Q1: 8,382 shares; 2026Q2: 6,510 shares 6,510 $539K 0.15% -1,872 Timeline TOLL 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: 12,281 shares; 2025Q1: 12,957 shares; 2025Q2: 12,662 shares; 2025Q3: 12,376 shares; 2025Q4: 12,599 shares; 2026Q1: 12,899 shares; 2026Q2: 12,899 shares 12,899 $539K 0.15% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 5,042 shares; 2025Q1: 5,153 shares; 2025Q2: 4,755 shares; 2025Q3: 4,762 shares; 2025Q4: 4,684 shares; 2026Q1: 4,759 shares; 2026Q2: 6,899 shares 6,899 $532K 0.15% +2,140 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,986 shares; 2024Q4: 12,214 shares; 2025Q1: 11,030 shares; 2025Q2: 11,526 shares; 2025Q3: 11,606 shares; 2025Q4: 11,763 shares; 2026Q1: 10,750 shares; 2026Q2: 10,268 shares 10,268 $532K 0.15% -482 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH 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: 8,381 shares 8,381 $531K 0.15% new Timeline SCHY 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: 9,678 shares; 2025Q3: 11,410 shares; 2025Q4: 15,952 shares; 2026Q1: 16,092 shares; 2026Q2: 16,585 shares 16,585 $526K 0.15% +493 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 889 shares; 2025Q2: 915 shares; 2025Q3: 907 shares; 2025Q4: not reported; 2026Q1: 1,997 shares; 2026Q2: 2,336 shares 2,336 $521K 0.15% +339 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares; 2026Q2: 958 shares 958 $519K 0.15% +281 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: 2,490 shares; 2024Q4: 2,443 shares; 2025Q1: 2,458 shares; 2025Q2: 2,730 shares; 2025Q3: 2,011 shares; 2025Q4: 1,722 shares; 2026Q1: 1,727 shares; 2026Q2: 1,702 shares 1,702 $516K 0.14% -25 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $513K 0.14% new 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: 1,516 shares; 2024Q4: 1,398 shares; 2025Q1: 1,393 shares; 2025Q2: 1,402 shares; 2025Q3: 1,323 shares; 2025Q4: 1,278 shares; 2026Q1: 1,276 shares; 2026Q2: 1,430 shares 1,430 $505K 0.14% +154 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $501K 0.14% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,155 shares; 2024Q4: 3,079 shares; 2025Q1: 3,041 shares; 2025Q2: 3,347 shares; 2025Q3: 2,452 shares; 2025Q4: 2,316 shares; 2026Q1: 2,313 shares; 2026Q2: 2,307 shares 2,307 $492K 0.14% -6 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,902 shares; 2024Q4: 5,416 shares; 2025Q1: 5,430 shares; 2025Q2: 4,378 shares; 2025Q3: 4,369 shares; 2025Q4: 5,082 shares; 2026Q1: 4,844 shares; 2026Q2: 4,937 shares 4,937 $489K 0.14% +93 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 5,883 shares; 2025Q4: 7,519 shares; 2026Q1: 7,644 shares; 2026Q2: 9,704 shares 9,704 $487K 0.14% +2,060 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,470 shares 3,470 $486K 0.14% new 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: not reported; 2026Q2: 3,641 shares 3,641 $485K 0.14% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; 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: 3,896 shares 3,896 $485K 0.14% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,206 shares; 2024Q4: 5,482 shares; 2025Q1: 5,746 shares; 2025Q2: 6,015 shares; 2025Q3: 4,731 shares; 2025Q4: 5,331 shares; 2026Q1: 4,718 shares; 2026Q2: 2,540 shares 2,540 $484K 0.14% -2,178 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 10,268 shares; 2025Q3: 21,872 shares; 2025Q4: 24,319 shares; 2026Q1: 24,441 shares; 2026Q2: 25,378 shares 25,378 $484K 0.14% +937 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,393 shares; 2026Q2: 11,809 shares 11,809 $481K 0.13% +3,416 Timeline QTUM 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: 3,589 shares; 2024Q4: 3,264 shares; 2025Q1: 3,286 shares; 2025Q2: 3,569 shares; 2025Q3: 3,127 shares; 2025Q4: 2,882 shares; 2026Q1: 2,958 shares; 2026Q2: 2,903 shares 2,903 $480K 0.13% -55 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,376 shares; 2026Q2: 5,913 shares 5,913 $468K 0.13% +537 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,328 shares; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,951 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares; 2026Q2: 5,954 shares 5,954 $455K 0.13% 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: 4,826 shares; 2024Q4: 14,353 shares; 2025Q1: 16,897 shares; 2025Q2: 19,584 shares; 2025Q3: 16,412 shares; 2025Q4: 15,154 shares; 2026Q1: 12,760 shares; 2026Q2: 12,330 shares 12,330 $455K 0.13% -430 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,195 shares 19,195 $450K 0.13% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 831 shares; 2025Q3: 842 shares; 2025Q4: 862 shares; 2026Q1: 870 shares; 2026Q2: 862 shares 862 $447K 0.13% -8 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 14,925 shares; 2025Q3: 15,003 shares; 2025Q4: 15,019 shares; 2026Q1: 15,963 shares; 2026Q2: 10,345 shares 10,345 $446K 0.12% -5,618 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 513 shares; 2025Q1: 519 shares; 2025Q2: 523 shares; 2025Q3: 624 shares; 2025Q4: 690 shares; 2026Q1: 861 shares; 2026Q2: 883 shares 883 $443K 0.12% +22 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,761 shares 8,761 $441K 0.12% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,534 shares; 2025Q1: 1,439 shares; 2025Q2: 1,397 shares; 2025Q3: 1,298 shares; 2025Q4: 1,481 shares; 2026Q1: 1,454 shares; 2026Q2: 1,487 shares 1,487 $436K 0.12% +33 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: 4,623 shares; 2024Q4: 3,784 shares; 2025Q1: 3,597 shares; 2025Q2: 3,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,080 shares; 2026Q2: 9,591 shares 9,591 $435K 0.12% +511 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: not reported; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 2,593 shares; 2025Q3: 4,978 shares; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,737 shares 2,737 $434K 0.12% +637 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 3,012 shares; 2025Q1: 2,932 shares; 2025Q2: 2,932 shares; 2025Q3: 2,895 shares; 2025Q4: 2,737 shares; 2026Q1: 2,738 shares; 2026Q2: 2,738 shares 2,738 $433K 0.12% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,060 shares 12,060 $430K 0.12% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 377 shares 377 $427K 0.12% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY 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: 2,320 shares 2,320 $417K 0.12% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 10,076 shares; 2026Q1: 11,386 shares; 2026Q2: 16,762 shares 16,762 $401K 0.11% +5,376 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 1,170 shares 1,170 $401K 0.11% +227 Timeline COWZ 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: 16,780 shares; 2024Q4: 16,262 shares; 2025Q1: 16,068 shares; 2025Q2: 3,777 shares; 2025Q3: 4,518 shares; 2025Q4: 4,209 shares; 2026Q1: 16,106 shares; 2026Q2: 6,411 shares 6,411 $399K 0.11% -9,695 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,474 shares; 2026Q2: 4,562 shares 4,562 $397K 0.11% +1,088 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: 4,383 shares; 2024Q4: 5,314 shares; 2025Q1: 4,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,357 shares; 2026Q1: 4,094 shares; 2026Q2: 6,796 shares 6,796 $392K 0.11% +2,702 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: 1,299 shares; 2024Q4: 1,365 shares; 2025Q1: 1,191 shares; 2025Q2: 1,390 shares; 2025Q3: 802 shares; 2025Q4: 783 shares; 2026Q1: 746 shares; 2026Q2: 756 shares 756 $385K 0.11% +10 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,460 shares; 2024Q4: 3,526 shares; 2025Q1: 3,426 shares; 2025Q2: 5,103 shares; 2025Q3: 4,511 shares; 2025Q4: 3,202 shares; 2026Q1: 3,162 shares; 2026Q2: 3,003 shares 3,003 $380K 0.11% -159 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,584 shares; 2025Q1: 2,560 shares; 2025Q2: 2,606 shares; 2025Q3: 2,593 shares; 2025Q4: 1,977 shares; 2026Q1: 1,970 shares; 2026Q2: 2,263 shares 2,263 $380K 0.11% +293 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,178 shares 2,178 $380K 0.11% new 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: not reported; 2026Q1: 7,022 shares; 2026Q2: 7,942 shares 7,942 $379K 0.11% +920 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 6,817 shares; 2025Q1: 6,156 shares; 2025Q2: 4,426 shares; 2025Q3: 6,411 shares; 2025Q4: 7,334 shares; 2026Q1: 6,948 shares; 2026Q2: 6,954 shares 6,954 $373K 0.1% +6 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,384 shares; 2025Q2: 13,391 shares; 2025Q3: 13,986 shares; 2025Q4: 13,355 shares; 2026Q1: 13,296 shares; 2026Q2: 8,118 shares 8,118 $370K 0.1% -5,178 Timeline WELD 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: 5,642 shares; 2025Q3: 5,642 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares; 2026Q2: 5,877 shares 5,877 $370K 0.1% +120 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,617 shares; 2025Q1: 1,584 shares; 2025Q2: 1,607 shares; 2025Q3: 1,250 shares; 2025Q4: 885 shares; 2026Q1: 806 shares; 2026Q2: 751 shares 751 $369K 0.1% -55 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $362K 0.1% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,416 shares; 2024Q4: 3,415 shares; 2025Q1: 3,347 shares; 2025Q2: 3,469 shares; 2025Q3: 3,530 shares; 2025Q4: 2,821 shares; 2026Q1: 3,195 shares; 2026Q2: 3,301 shares 3,301 $360K 0.1% +106 Timeline HELO 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: 7,125 shares; 2024Q4: 6,596 shares; 2025Q1: 6,928 shares; 2025Q2: 7,248 shares; 2025Q3: 5,916 shares; 2025Q4: 4,737 shares; 2026Q1: 4,861 shares; 2026Q2: 5,294 shares 5,294 $358K 0.1% +433 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,104 shares 2,104 $357K 0.1% new Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,067 shares; 2025Q4: 5,025 shares; 2026Q1: 8,754 shares; 2026Q2: 8,466 shares 8,466 $357K 0.1% -288 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: 1,199 shares; 2024Q4: 1,599 shares; 2025Q1: 1,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 959 shares 959 $353K 0.1% +363 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,954 shares; 2026Q1: 5,001 shares; 2026Q2: 4,551 shares 4,551 $353K 0.1% -450 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,182 shares; 2026Q2: 5,881 shares 5,881 $351K 0.1% +1,699 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares; 2026Q2: 3,007 shares 3,007 $349K 0.1% +1,483 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: 5,366 shares; 2024Q4: 5,433 shares; 2025Q1: 5,217 shares; 2025Q2: 5,550 shares; 2025Q3: 4,673 shares; 2025Q4: 12,309 shares; 2026Q1: 5,014 shares; 2026Q2: 6,032 shares 6,032 $344K 0.1% +1,018 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,867 shares; 2025Q1: 2,863 shares; 2025Q2: 3,131 shares; 2025Q3: 2,255 shares; 2025Q4: 1,729 shares; 2026Q1: 1,728 shares; 2026Q2: 1,437 shares 1,437 $342K 0.1% -291 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,687 shares; 2024Q4: 4,500 shares; 2025Q1: 4,256 shares; 2025Q2: 4,137 shares; 2025Q3: 3,747 shares; 2025Q4: 3,910 shares; 2026Q1: 4,229 shares; 2026Q2: 4,537 shares 4,537 $337K 0.09% +308 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: 1,480 shares 1,480 $331K 0.09% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares; 2026Q2: 3,834 shares 3,834 $330K 0.09% +3,337 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $330K 0.09% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,782 shares; 2024Q4: 3,981 shares; 2025Q1: 3,995 shares; 2025Q2: 4,178 shares; 2025Q3: 2,924 shares; 2025Q4: 2,920 shares; 2026Q1: 2,936 shares; 2026Q2: 1,485 shares 1,485 $328K 0.09% -1,451 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,155 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,227 shares; 2026Q2: 1,927 shares 1,927 $328K 0.09% -300 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: 1,480 shares 1,480 $327K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,224 shares; 2024Q4: 33,883 shares; 2025Q1: 33,637 shares; 2025Q2: 32,710 shares; 2025Q3: 34,319 shares; 2025Q4: 25,130 shares; 2026Q1: 18,900 shares; 2026Q2: 9,665 shares 9,665 $322K 0.09% -9,235 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $321K 0.09% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,846 shares; 2025Q4: 3,442 shares; 2026Q1: 3,548 shares; 2026Q2: 3,093 shares 3,093 $320K 0.09% -455 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,296 shares; 2026Q1: 5,179 shares; 2026Q2: 3,273 shares 3,273 $316K 0.09% -1,906 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $313K 0.09% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $311K 0.09% 0 Timeline ISHG 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: 22,653 shares; 2025Q4: 3,391 shares; 2026Q1: 4,191 shares; 2026Q2: 4,191 shares 4,191 $311K 0.09% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,574 shares; 2026Q2: 2,764 shares 2,764 $306K 0.09% +190 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,080 shares; 2026Q2: 7,570 shares 7,570 $305K 0.09% +490 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 10,000 shares; 2026Q2: 10,065 shares 10,065 $304K 0.08% +65 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,112 shares; 2025Q1: 2,107 shares; 2025Q2: 2,055 shares; 2025Q3: 1,469 shares; 2025Q4: 1,523 shares; 2026Q1: 1,535 shares; 2026Q2: 1,677 shares 1,677 $303K 0.08% +142 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 9,810 shares; 2025Q1: 5,289 shares; 2025Q2: 5,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,461 shares; 2026Q2: 2,422 shares 2,422 $301K 0.08% -39 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 3,867 shares 3,867 $299K 0.08% new 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 1,010 shares; 2025Q2: 1,102 shares; 2025Q3: 1,086 shares; 2025Q4: 3,274 shares; 2026Q1: 3,313 shares; 2026Q2: 4,153 shares 4,153 $297K 0.08% +840 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,329 shares; 2024Q4: 4,245 shares; 2025Q1: 3,688 shares; 2025Q2: 3,728 shares; 2025Q3: 2,686 shares; 2025Q4: not reported; 2026Q1: 3,224 shares; 2026Q2: 3,069 shares 3,069 $296K 0.08% -155 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: 757 shares; 2024Q4: 860 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $294K 0.08% new Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 12,931 shares 12,931 $291K 0.08% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,734 shares; 2025Q3: 12,256 shares; 2025Q4: 10,669 shares; 2026Q1: 9,866 shares; 2026Q2: 10,884 shares 10,884 $282K 0.08% +1,018 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 30,000 shares 30,000 $277K 0.08% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,630 shares 11,630 $276K 0.08% new Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 1,240 shares 1,240 $274K 0.08% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 1,933 shares; 2026Q2: 2,026 shares 2,026 $274K 0.08% +93 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,887 shares 1,887 $273K 0.08% new Timeline AVUV 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: not reported; 2026Q2: 2,180 shares 2,180 $272K 0.08% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,382 shares; 2024Q4: 9,648 shares; 2025Q1: 8,845 shares; 2025Q2: 8,979 shares; 2025Q3: 12,069 shares; 2025Q4: 12,298 shares; 2026Q1: 11,287 shares; 2026Q2: 5,127 shares 5,127 $268K 0.08% -6,160 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $268K 0.07% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,788 shares; 2026Q2: 3,109 shares 3,109 $266K 0.07% -679 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: not reported; 2024Q4: 9,662 shares; 2025Q1: 23,348 shares; 2025Q2: 26,173 shares; 2025Q3: 23,238 shares; 2025Q4: 20,395 shares; 2026Q1: 20,412 shares; 2026Q2: 12,780 shares 12,780 $265K 0.07% -7,632 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,001 shares; 2025Q4: 994 shares; 2026Q1: 965 shares; 2026Q2: 956 shares 956 $262K 0.07% -9 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,402 shares; 2026Q1: 2,414 shares; 2026Q2: 2,416 shares 2,416 $260K 0.07% +2 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares; 2026Q2: 1,592 shares 1,592 $260K 0.07% +200 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 1,560 shares; 2025Q1: 1,599 shares; 2025Q2: 1,644 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,641 shares; 2026Q2: 1,284 shares 1,284 $258K 0.07% -357 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 2,187 shares 2,187 $256K 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,056 shares 5,056 $252K 0.07% new Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 24,192 shares; 2026Q2: 29,477 shares 29,477 $251K 0.07% +5,285 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,643 shares 10,643 $251K 0.07% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,620 shares; 2024Q4: 15,620 shares; 2025Q1: 15,620 shares; 2025Q2: 15,620 shares; 2025Q3: 15,620 shares; 2025Q4: 15,526 shares; 2026Q1: 15,526 shares; 2026Q2: 15,526 shares 15,526 $251K 0.07% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,033 shares 3,033 $251K 0.07% 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: 2,097 shares; 2024Q4: 2,037 shares; 2025Q1: 2,008 shares; 2025Q2: 1,950 shares; 2025Q3: 1,988 shares; 2025Q4: 1,995 shares; 2026Q1: 2,570 shares; 2026Q2: 2,752 shares 2,752 $250K 0.07% +182 Timeline TLH 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: 2,866 shares; 2025Q3: 4,094 shares; 2025Q4: 4,325 shares; 2026Q1: 4,238 shares; 2026Q2: 2,461 shares 2,461 $247K 0.07% -1,777 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 533 shares 533 $245K 0.07% new Timeline HDV 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: 8,886 shares 8,886 $244K 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 5,321 shares; 2025Q1: 4,815 shares; 2025Q2: 2,155 shares; 2025Q3: 2,104 shares; 2025Q4: 2,061 shares; 2026Q1: not reported; 2026Q2: 2,519 shares 2,519 $242K 0.07% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 623 shares; 2026Q2: 592 shares 592 $242K 0.07% -31 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $240K 0.07% 0 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: 1,740 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares; 2026Q2: 1,824 shares 1,824 $238K 0.07% +17 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 7,517 shares 7,517 $238K 0.07% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; 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: 1,143 shares 1,143 $237K 0.07% new Timeline TMFC RBB FD INC More: the full row for RBB FD 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: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $236K 0.07% 0 Timeline MMM 3M CO More: the full row for 3M 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: 1,430 shares 1,430 $232K 0.06% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $226K 0.06% new Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares; 2026Q1: 4,046 shares; 2026Q2: 4,033 shares 4,033 $225K 0.06% -13 Timeline VOLT 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: 5,370 shares 5,370 $225K 0.06% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $224K 0.06% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $223K 0.06% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763 shares 1,763 $223K 0.06% new Timeline SCHV 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: 5,498 shares; 2024Q4: 16,391 shares; 2025Q1: 12,880 shares; 2025Q2: 12,433 shares; 2025Q3: 10,301 shares; 2025Q4: 9,847 shares; 2026Q1: 9,824 shares; 2026Q2: 6,382 shares 6,382 $222K 0.06% -3,442 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $221K 0.06% new Timeline SNSR 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: 6,559 shares; 2024Q4: 6,056 shares; 2025Q1: 6,167 shares; 2025Q2: 6,907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,418 shares 4,418 $221K 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,243 shares 2,243 $221K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares; 2026Q2: 995 shares 995 $219K 0.06% +7 Timeline IYH 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: 3,266 shares 3,266 $219K 0.06% new Timeline JPST 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: 10,466 shares; 2024Q4: 12,162 shares; 2025Q1: 12,114 shares; 2025Q2: 15,090 shares; 2025Q3: 5,533 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,318 shares 4,318 $218K 0.06% new Timeline USMV 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: 2,249 shares 2,249 $217K 0.06% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $215K 0.06% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,228 shares 1,228 $212K 0.06% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 394 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $211K 0.06% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 3,875 shares 3,875 $206K 0.06% new Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 3,000 shares 3,000 $205K 0.06% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $204K 0.06% new Timeline PTLC 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: 3,491 shares 3,491 $203K 0.06% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,112 shares 24,112 $194K 0.05% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,300 shares; 2026Q1: 44,200 shares; 2026Q2: 45,400 shares 45,400 $167K 0.05% +1,200 Timeline TE T1 ENERGY INC More: the full row for T1 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: 14,900 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 16,600 shares 16,600 $157K 0.04% +2,100 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,149 shares; 2026Q2: 13,520 shares 13,520 $146K 0.04% +1,371 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,443 shares; 2026Q2: 30,700 shares 30,700 $135K 0.04% +3,257 Timeline IPWR IDEAL PWR INC More: the full row for IDEAL PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,040 shares; 2026Q2: 24,040 shares 24,040 $129K 0.04% +4,000 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,033 shares; 2026Q2: 21,562 shares 21,562 $112K 0.03% +1,529 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 17,140 shares; 2025Q3: 17,202 shares; 2025Q4: 17,389 shares; 2026Q1: 10,494 shares; 2026Q2: 10,537 shares 10,537 $112K 0.03% +43 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,622 shares 10,622 $99.1K 0.03% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,943 shares 13,943 $81K 0.02% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 12,100 shares; 2026Q1: 15,750 shares; 2026Q2: 16,150 shares 16,150 $50.9K 0.01% +400 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $38.2K 0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 12,224 shares 12,224 $36.7K 0.01% new Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 12,100 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $33.7K 0.01% 0 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,700 shares 11,700 $29.4K 0.01% new Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 11,050 shares; 2026Q2: 10,700 shares 10,700 $27.7K 0.01% -350 Timeline LGO LARGO INC More: the full row for LARGO 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: 40,000 shares 40,000 $25.4K 0.01% new Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,900 shares; 2025Q4: 27,100 shares; 2026Q1: 27,100 shares; 2026Q2: 27,100 shares 27,100 $22.5K 0.01% 0 Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,200 shares; 2026Q1: 17,000 shares; 2026Q2: 14,900 shares 14,900 $20.6K 0.01% -2,100 Timeline