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: 164,953 shares; 2024Q4: 151,427 shares; 2025Q1: 140,429 shares; 2025Q2: 130,166 shares; 2025Q3: 127,383 shares; 2025Q4: 118,531 shares; 2026Q1: 111,312 shares; 2026Q2: 101,334 shares 101,334 $74.6M 9.83% -9,978 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: 333,745 shares; 2024Q4: 329,923 shares; 2025Q1: 318,090 shares; 2025Q2: 290,767 shares; 2025Q3: 236,859 shares; 2025Q4: 221,497 shares; 2026Q1: 218,353 shares; 2026Q2: 216,244 shares 216,244 $62.6M 8.24% -2,109 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,709 shares; 2024Q4: 158,432 shares; 2025Q1: 155,604 shares; 2025Q2: 150,947 shares; 2025Q3: 139,497 shares; 2025Q4: 137,784 shares; 2026Q1: 138,483 shares; 2026Q2: 139,679 shares 139,679 $49.9M 6.58% +1,196 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: 211,288 shares; 2024Q4: 204,083 shares; 2025Q1: 200,582 shares; 2025Q2: 194,496 shares; 2025Q3: 188,049 shares; 2025Q4: 185,605 shares; 2026Q1: 183,073 shares; 2026Q2: 183,007 shares 183,007 $43.6M 5.75% -66 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: 388,796 shares; 2024Q4: 1,589,809 shares; 2025Q1: 1,619,495 shares; 2025Q2: 1,513,062 shares; 2025Q3: 1,483,725 shares; 2025Q4: 1,415,926 shares; 2026Q1: 1,331,148 shares; 2026Q2: 1,246,133 shares 1,246,133 $42.2M 5.56% -85,015 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: 118,774 shares; 2024Q4: 117,614 shares; 2025Q1: 113,415 shares; 2025Q2: 109,145 shares; 2025Q3: 107,551 shares; 2025Q4: 105,644 shares; 2026Q1: 104,097 shares; 2026Q2: 104,939 shares 104,939 $39.1M 5.16% +842 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: 49,667 shares; 2024Q4: 57,220 shares; 2025Q1: 65,358 shares; 2025Q2: 65,543 shares; 2025Q3: 68,434 shares; 2025Q4: 79,408 shares; 2026Q1: 79,236 shares; 2026Q2: 100,236 shares 100,236 $30.4M 4% +21,000 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: 188,744 shares; 2024Q4: 236,681 shares; 2025Q1: 253,181 shares; 2025Q2: 262,327 shares; 2025Q3: 258,218 shares; 2025Q4: 268,933 shares; 2026Q1: 292,408 shares; 2026Q2: 304,049 shares 304,049 $27.4M 3.61% +11,641 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: 512,966 shares; 2024Q4: 525,473 shares; 2025Q1: 558,228 shares; 2025Q2: 568,705 shares; 2025Q3: 493,313 shares; 2025Q4: 455,474 shares; 2026Q1: 454,637 shares; 2026Q2: 451,395 shares 451,395 $25.7M 3.39% -3,242 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: 67,246 shares; 2024Q4: 71,309 shares; 2025Q1: 72,596 shares; 2025Q2: 74,597 shares; 2025Q3: 80,797 shares; 2025Q4: 99,928 shares; 2026Q1: 107,802 shares; 2026Q2: 116,160 shares 116,160 $18.4M 2.42% +8,358 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,068 shares; 2024Q4: 70,548 shares; 2025Q1: 67,068 shares; 2025Q2: 69,542 shares; 2025Q3: 67,531 shares; 2025Q4: 62,328 shares; 2026Q1: 58,861 shares; 2026Q2: 63,934 shares 63,934 $16.1M 2.12% +5,073 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: 30,936 shares; 2024Q4: 30,785 shares; 2025Q1: 29,123 shares; 2025Q2: 29,293 shares; 2025Q3: 28,141 shares; 2025Q4: 27,814 shares; 2026Q1: 26,249 shares; 2026Q2: 25,720 shares 25,720 $14.5M 1.91% -529 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: 25,060 shares; 2024Q4: 30,666 shares; 2025Q1: 41,991 shares; 2025Q2: 43,950 shares; 2025Q3: 43,442 shares; 2025Q4: 44,553 shares; 2026Q1: 44,290 shares; 2026Q2: 44,211 shares 44,211 $14.5M 1.91% -79 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: not reported; 2025Q1: 11,823 shares; 2025Q2: 55,825 shares; 2025Q3: 61,903 shares; 2025Q4: 72,981 shares; 2026Q1: 75,951 shares; 2026Q2: 88,256 shares 88,256 $14.3M 1.88% +12,305 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 16,646 shares; 2025Q1: 55,783 shares; 2025Q2: 94,388 shares; 2025Q3: 129,923 shares; 2025Q4: 209,695 shares; 2026Q1: 255,954 shares; 2026Q2: 267,510 shares 267,510 $13.6M 1.8% +11,556 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: 103,664 shares; 2024Q4: 103,403 shares; 2025Q1: 98,548 shares; 2025Q2: 88,090 shares; 2025Q3: 87,464 shares; 2025Q4: 87,033 shares; 2026Q1: 85,429 shares; 2026Q2: 87,215 shares 87,215 $12.6M 1.66% +1,786 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,997 shares; 2024Q4: 87,915 shares; 2025Q1: 83,452 shares; 2025Q2: 80,655 shares; 2025Q3: 80,535 shares; 2025Q4: 78,048 shares; 2026Q1: 75,939 shares; 2026Q2: 72,860 shares 72,860 $12M 1.58% -3,079 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: 99,376 shares; 2024Q4: 81,826 shares; 2025Q1: 74,947 shares; 2025Q2: 57,159 shares; 2025Q3: 37,368 shares; 2025Q4: 33,139 shares; 2026Q1: 28,186 shares; 2026Q2: 25,568 shares 25,568 $10.8M 1.42% -2,618 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,615 shares; 2024Q4: 94,865 shares; 2025Q1: 95,967 shares; 2025Q2: 86,398 shares; 2025Q3: 75,355 shares; 2025Q4: 139,962 shares; 2026Q1: 123,638 shares; 2026Q2: 120,256 shares 120,256 $9.74M 1.28% -3,382 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,342 shares; 2024Q4: 178,380 shares; 2025Q1: 207,065 shares; 2025Q2: 196,848 shares; 2025Q3: 189,443 shares; 2025Q4: 178,028 shares; 2026Q1: 182,989 shares; 2026Q2: 194,882 shares 194,882 $9.26M 1.22% +11,893 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: 17,595 shares; 2024Q4: 21,860 shares; 2025Q1: 68,860 shares; 2025Q2: 100,904 shares; 2025Q3: 164,271 shares; 2025Q4: 300,913 shares; 2026Q1: 344,790 shares; 2026Q2: 341,376 shares 341,376 $9.05M 1.19% -3,414 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: 70,969 shares; 2024Q4: 69,455 shares; 2025Q1: 47,988 shares; 2025Q2: 51,348 shares; 2025Q3: 46,571 shares; 2025Q4: 42,253 shares; 2026Q1: 42,173 shares; 2026Q2: 43,670 shares 43,670 $8.74M 1.15% +1,497 Timeline FNDX 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: 99,094 shares; 2024Q4: 312,121 shares; 2025Q1: 318,375 shares; 2025Q2: 283,545 shares; 2025Q3: 277,857 shares; 2025Q4: 278,303 shares; 2026Q1: 270,853 shares; 2026Q2: 278,468 shares 278,468 $8.66M 1.14% +7,615 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,573 shares; 2024Q4: 79,670 shares; 2025Q1: 89,242 shares; 2025Q2: 105,100 shares; 2025Q3: 112,879 shares; 2025Q4: 152,630 shares; 2026Q1: 154,656 shares; 2026Q2: 149,420 shares 149,420 $7.57M 1% -5,236 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: 6,897 shares; 2024Q4: 7,198 shares; 2025Q1: 7,440 shares; 2025Q2: 5,219 shares; 2025Q3: 5,326 shares; 2025Q4: 5,345 shares; 2026Q1: 5,852 shares; 2026Q2: 6,342 shares 6,342 $6.75M 0.89% +490 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,762 shares; 2024Q4: 19,639 shares; 2025Q1: 18,918 shares; 2025Q2: 16,981 shares; 2025Q3: 16,212 shares; 2025Q4: 33,117 shares; 2026Q1: 33,122 shares; 2026Q2: 33,415 shares 33,415 $6.37M 0.84% +293 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: 58,213 shares; 2024Q4: 57,345 shares; 2025Q1: 69,948 shares; 2025Q2: 73,366 shares; 2025Q3: 84,231 shares; 2025Q4: 103,578 shares; 2026Q1: 115,215 shares; 2026Q2: 114,113 shares 114,113 $5.97M 0.79% -1,102 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: 71,517 shares; 2024Q4: 64,338 shares; 2025Q1: 58,110 shares; 2025Q2: 54,915 shares; 2025Q3: 54,834 shares; 2025Q4: 51,169 shares; 2026Q1: 42,868 shares; 2026Q2: 42,747 shares 42,747 $5.88M 0.77% -121 Timeline IMTM 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: 6,589 shares; 2025Q3: 6,371 shares; 2025Q4: 16,388 shares; 2026Q1: 56,543 shares; 2026Q2: 100,317 shares 100,317 $5.35M 0.7% +43,774 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: 149,405 shares; 2024Q4: 184,298 shares; 2025Q1: 190,569 shares; 2025Q2: 184,555 shares; 2025Q3: 180,831 shares; 2025Q4: 163,320 shares; 2026Q1: 154,813 shares; 2026Q2: 153,902 shares 153,902 $4.92M 0.65% -911 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,208 shares; 2024Q4: 53,860 shares; 2025Q1: 52,049 shares; 2025Q2: 48,969 shares; 2025Q3: 47,580 shares; 2025Q4: 44,613 shares; 2026Q1: 42,714 shares; 2026Q2: 40,945 shares 40,945 $4.87M 0.64% -1,769 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,617 shares; 2024Q4: 74,334 shares; 2025Q1: 82,886 shares; 2025Q2: 67,171 shares; 2025Q3: 69,025 shares; 2025Q4: 66,364 shares; 2026Q1: 66,165 shares; 2026Q2: 76,699 shares 76,699 $4.76M 0.63% +10,534 Timeline FNDF 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: 91,194 shares; 2024Q4: 88,349 shares; 2025Q1: 84,131 shares; 2025Q2: 46,912 shares; 2025Q3: 47,799 shares; 2025Q4: 44,807 shares; 2026Q1: 53,253 shares; 2026Q2: 89,469 shares 89,469 $4.72M 0.62% +36,216 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,912 shares; 2024Q4: 31,838 shares; 2025Q1: 30,051 shares; 2025Q2: 27,370 shares; 2025Q3: 26,104 shares; 2025Q4: 24,514 shares; 2026Q1: 23,766 shares; 2026Q2: 20,528 shares 20,528 $4.5M 0.59% -3,238 Timeline PRF 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: 84,887 shares; 2024Q4: 86,215 shares; 2025Q1: 86,473 shares; 2025Q2: 86,165 shares; 2025Q3: 85,972 shares; 2025Q4: 85,978 shares; 2026Q1: 82,497 shares; 2026Q2: 83,217 shares 83,217 $4.5M 0.59% +720 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,173 shares; 2024Q4: 136,910 shares; 2025Q1: 146,381 shares; 2025Q2: 143,469 shares; 2025Q3: 134,490 shares; 2025Q4: 119,325 shares; 2026Q1: 113,041 shares; 2026Q2: 119,433 shares 119,433 $4.39M 0.58% +6,392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,953 shares; 2025Q3: 13,539 shares; 2025Q4: 15,388 shares; 2026Q1: 29,330 shares; 2026Q2: 58,640 shares 58,640 $3.99M 0.53% +29,310 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,732 shares; 2025Q1: 1,879 shares; 2025Q2: 1,833 shares; 2025Q3: 1,328 shares; 2025Q4: 1,329 shares; 2026Q1: 1,630 shares; 2026Q2: 3,105 shares 3,105 $3.72M 0.49% +1,475 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: 6,150 shares; 2024Q4: 6,097 shares; 2025Q1: 5,213 shares; 2025Q2: 4,866 shares; 2025Q3: 4,761 shares; 2025Q4: 4,720 shares; 2026Q1: 4,674 shares; 2026Q2: 4,568 shares 4,568 $3.41M 0.45% -106 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,138 shares 20,138 $3.39M 0.45% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 9,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,492 shares; 2026Q2: 12,613 shares 12,613 $3.36M 0.44% -1,879 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 13,554 shares; 2025Q1: 13,427 shares; 2025Q2: 13,116 shares; 2025Q3: 14,022 shares; 2025Q4: 29,427 shares; 2026Q1: 33,081 shares; 2026Q2: 31,746 shares 31,746 $3.07M 0.4% -1,335 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: 28,419 shares; 2024Q4: 29,428 shares; 2025Q1: 29,861 shares; 2025Q2: 29,700 shares; 2025Q3: 29,229 shares; 2025Q4: 29,232 shares; 2026Q1: 28,535 shares; 2026Q2: 28,492 shares 28,492 $2.74M 0.36% -43 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,384 shares; 2024Q4: 7,999 shares; 2025Q1: 7,673 shares; 2025Q2: 7,673 shares; 2025Q3: 7,537 shares; 2025Q4: 7,524 shares; 2026Q1: 7,514 shares; 2026Q2: 7,514 shares 7,514 $2.51M 0.33% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 8,488 shares; 2026Q1: 22,211 shares; 2026Q2: 29,170 shares 29,170 $2.42M 0.32% +6,959 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: 3,003 shares; 2024Q4: 3,075 shares; 2025Q1: 3,082 shares; 2025Q2: 4,085 shares; 2025Q3: 4,303 shares; 2025Q4: 5,814 shares; 2026Q1: 4,846 shares; 2026Q2: 4,767 shares 4,767 $2.39M 0.31% -79 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: 4,469 shares; 2024Q4: 4,464 shares; 2025Q1: 4,459 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,392 shares; 2026Q1: 4,526 shares; 2026Q2: 26,963 shares 26,963 $2.32M 0.31% +22,437 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,380 shares; 2024Q4: 68,815 shares; 2025Q1: 68,089 shares; 2025Q2: 67,578 shares; 2025Q3: 65,846 shares; 2025Q4: 65,994 shares; 2026Q1: 57,587 shares; 2026Q2: 54,228 shares 54,228 $2.27M 0.3% -3,359 Timeline BCGD BARON ETF TR More: the full row for BARON 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: 13,579 shares; 2026Q1: 103,909 shares; 2026Q2: 78,829 shares 78,829 $2.08M 0.27% -25,080 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,292 shares; 2024Q4: 12,448 shares; 2025Q1: 11,456 shares; 2025Q2: 10,526 shares; 2025Q3: 9,907 shares; 2025Q4: 9,618 shares; 2026Q1: 9,530 shares; 2026Q2: 9,516 shares 9,516 $2.07M 0.27% -14 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,224 shares; 2024Q4: 79,659 shares; 2025Q1: 63,586 shares; 2025Q2: 53,948 shares; 2025Q3: 53,912 shares; 2025Q4: 53,229 shares; 2026Q1: 47,204 shares; 2026Q2: 45,918 shares 45,918 $2.01M 0.26% -1,286 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: 13,521 shares; 2024Q4: 17,784 shares; 2025Q1: 18,509 shares; 2025Q2: 19,044 shares; 2025Q3: 19,313 shares; 2025Q4: 17,243 shares; 2026Q1: 16,857 shares; 2026Q2: 19,863 shares 19,863 $1.9M 0.25% +3,006 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,144 shares; 2024Q4: 160,709 shares; 2025Q1: 189,842 shares; 2025Q2: 182,437 shares; 2025Q3: 166,093 shares; 2025Q4: 75,056 shares; 2026Q1: 82,733 shares; 2026Q2: 97,213 shares 97,213 $1.86M 0.24% +14,480 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,780 shares; 2025Q4: 22,865 shares; 2026Q1: 31,646 shares; 2026Q2: 66,246 shares 66,246 $1.85M 0.24% +34,600 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,933 shares; 2024Q4: 12,048 shares; 2025Q1: 12,226 shares; 2025Q2: 12,567 shares; 2025Q3: 14,094 shares; 2025Q4: 29,822 shares; 2026Q1: 29,776 shares; 2026Q2: 26,782 shares 26,782 $1.8M 0.24% -2,994 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,070 shares; 2024Q4: 168,656 shares; 2025Q1: 161,948 shares; 2025Q2: 156,224 shares; 2025Q3: 110,478 shares; 2025Q4: 56,600 shares; 2026Q1: 55,768 shares; 2026Q2: 54,549 shares 54,549 $1.73M 0.23% -1,219 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 2,009 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,865 shares; 2025Q4: 1,907 shares; 2026Q1: 2,183 shares; 2026Q2: 2,180 shares 2,180 $1.63M 0.22% -3 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: 5,824 shares; 2024Q4: 5,830 shares; 2025Q1: 5,794 shares; 2025Q2: 5,869 shares; 2025Q3: 5,731 shares; 2025Q4: 5,085 shares; 2026Q1: 5,099 shares; 2026Q2: 4,609 shares 4,609 $1.63M 0.21% -490 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: 1,579 shares; 2024Q4: 1,689 shares; 2025Q1: 1,692 shares; 2025Q2: 2,070 shares; 2025Q3: 2,045 shares; 2025Q4: 2,271 shares; 2026Q1: 2,935 shares; 2026Q2: 5,356 shares 5,356 $1.61M 0.21% +2,421 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: 1,862 shares; 2024Q4: 1,777 shares; 2025Q1: 1,703 shares; 2025Q2: 1,923 shares; 2025Q3: 1,800 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,619 shares 1,619 $1.51M 0.2% -56 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: 28,408 shares; 2024Q4: 25,324 shares; 2025Q1: 21,305 shares; 2025Q2: 18,005 shares; 2025Q3: 16,605 shares; 2025Q4: 16,055 shares; 2026Q1: 14,602 shares; 2026Q2: 14,497 shares 14,497 $1.51M 0.2% -105 Timeline PPA 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: 3,020 shares; 2024Q4: 4,581 shares; 2025Q1: 4,571 shares; 2025Q2: 6,097 shares; 2025Q3: 7,616 shares; 2025Q4: 8,467 shares; 2026Q1: 7,903 shares; 2026Q2: 8,270 shares 8,270 $1.46M 0.19% +367 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: 5,651 shares; 2024Q4: 9,833 shares; 2025Q1: 10,539 shares; 2025Q2: 10,433 shares; 2025Q3: 10,437 shares; 2025Q4: 9,370 shares; 2026Q1: 9,382 shares; 2026Q2: 11,427 shares 11,427 $1.45M 0.19% +2,045 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 11,562 shares 11,562 $1.44M 0.19% +8,672 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: 4,780 shares; 2024Q4: 5,158 shares; 2025Q1: 1,892 shares; 2025Q2: 2,668 shares; 2025Q3: 2,436 shares; 2025Q4: 2,623 shares; 2026Q1: 3,184 shares; 2026Q2: 3,495 shares 3,495 $1.32M 0.17% +311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,443 shares; 2025Q3: 2,793 shares; 2025Q4: 4,241 shares; 2026Q1: 5,882 shares; 2026Q2: 7,725 shares 7,725 $1.28M 0.17% +1,843 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 8,267 shares; 2025Q1: 13,333 shares; 2025Q2: 10,437 shares; 2025Q3: 11,123 shares; 2025Q4: 10,805 shares; 2026Q1: 10,602 shares; 2026Q2: 13,351 shares 13,351 $1.26M 0.17% +2,749 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 3,848 shares; 2025Q4: 3,867 shares; 2026Q1: 6,238 shares; 2026Q2: 16,554 shares 16,554 $1.25M 0.16% +10,316 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: 2,660 shares; 2024Q4: 2,710 shares; 2025Q1: 2,323 shares; 2025Q2: 2,914 shares; 2025Q3: 3,962 shares; 2025Q4: 3,426 shares; 2026Q1: 5,541 shares; 2026Q2: 8,419 shares 8,419 $1.25M 0.16% +2,878 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,718 shares; 2026Q2: 12,780 shares 12,780 $1.21M 0.16% -938 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: 1,319 shares; 2024Q4: 1,221 shares; 2025Q1: 1,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,731 shares; 2026Q2: 1,781 shares 1,781 $1.17M 0.15% +50 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,050 shares; 2024Q4: 18,197 shares; 2025Q1: 19,003 shares; 2025Q2: 21,996 shares; 2025Q3: 21,067 shares; 2025Q4: 20,328 shares; 2026Q1: 12,832 shares; 2026Q2: 10,991 shares 10,991 $1.11M 0.15% -1,841 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,874 shares; 2026Q1: 39,598 shares; 2026Q2: 20,524 shares 20,524 $1.09M 0.14% -19,074 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 5,703 shares; 2025Q1: 6,496 shares; 2025Q2: 10,534 shares; 2025Q3: 13,413 shares; 2025Q4: 7,207 shares; 2026Q1: 8,848 shares; 2026Q2: 6,487 shares 6,487 $1.08M 0.14% -2,361 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: 12,096 shares; 2025Q4: 20,011 shares; 2026Q1: 14,077 shares; 2026Q2: 15,399 shares 15,399 $1.01M 0.13% +1,322 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: 9,281 shares; 2024Q4: 9,281 shares; 2025Q1: 9,281 shares; 2025Q2: 5,144 shares; 2025Q3: 5,144 shares; 2025Q4: 22,504 shares; 2026Q1: 19,935 shares; 2026Q2: 19,343 shares 19,343 $978K 0.13% -592 Timeline DGRO 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: 5,150 shares; 2025Q3: 5,155 shares; 2025Q4: 6,487 shares; 2026Q1: 8,652 shares; 2026Q2: 12,571 shares 12,571 $953K 0.13% +3,919 Timeline BOND 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: 3,033 shares; 2024Q4: 2,744 shares; 2025Q1: 3,462 shares; 2025Q2: 4,178 shares; 2025Q3: 3,501 shares; 2025Q4: 7,405 shares; 2026Q1: 10,218 shares; 2026Q2: 10,147 shares 10,147 $936K 0.12% -71 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,117 shares; 2024Q4: 6,951 shares; 2025Q1: 6,068 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,878 shares; 2026Q1: 5,878 shares; 2026Q2: 5,799 shares 5,799 $895K 0.12% -79 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $889K 0.12% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,270 shares; 2025Q4: 1,394 shares; 2026Q1: 1,994 shares; 2026Q2: 2,588 shares 2,588 $883K 0.12% +594 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 6,035 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 6,185 shares; 2026Q2: 6,185 shares 6,185 $881K 0.12% 0 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: 12,329 shares; 2024Q4: 23,547 shares; 2025Q1: 35,711 shares; 2025Q2: 35,616 shares; 2025Q3: 33,819 shares; 2025Q4: 30,230 shares; 2026Q1: 32,633 shares; 2026Q2: 42,406 shares 42,406 $878K 0.12% +9,773 Timeline IGM 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: 3,771 shares; 2025Q2: 4,649 shares; 2025Q3: 5,188 shares; 2025Q4: 5,688 shares; 2026Q1: 5,005 shares; 2026Q2: 5,300 shares 5,300 $867K 0.11% +295 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,585 shares; 2025Q1: 2,243 shares; 2025Q2: 5,233 shares; 2025Q3: 7,107 shares; 2025Q4: 5,371 shares; 2026Q1: 6,949 shares; 2026Q2: 3,553 shares 3,553 $861K 0.11% -3,396 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,960 shares; 2025Q4: 13,274 shares; 2026Q1: 13,344 shares; 2026Q2: 14,174 shares 14,174 $855K 0.11% +830 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: 342 shares; 2024Q4: 342 shares; 2025Q1: 356 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 6,226 shares; 2026Q1: 14,357 shares; 2026Q2: 11,931 shares 11,931 $852K 0.11% -2,426 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,649 shares; 2025Q1: 3,993 shares; 2025Q2: 1,630 shares; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,801 shares; 2026Q2: 2,457 shares 2,457 $823K 0.11% +656 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: 4,799 shares; 2024Q4: 6,235 shares; 2025Q1: 7,041 shares; 2025Q2: 7,007 shares; 2025Q3: 5,972 shares; 2025Q4: 4,707 shares; 2026Q1: 7,442 shares; 2026Q2: 10,776 shares 10,776 $778K 0.1% +3,334 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: 7,327 shares; 2024Q4: 8,772 shares; 2025Q1: 8,016 shares; 2025Q2: 6,766 shares; 2025Q3: 6,369 shares; 2025Q4: 5,919 shares; 2026Q1: 6,124 shares; 2026Q2: 9,884 shares 9,884 $762K 0.1% +3,760 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,368 shares; 2024Q4: 11,968 shares; 2025Q1: 10,988 shares; 2025Q2: 9,122 shares; 2025Q3: 9,127 shares; 2025Q4: 8,791 shares; 2026Q1: 9,607 shares; 2026Q2: 10,525 shares 10,525 $736K 0.1% +918 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: 2,746 shares; 2024Q4: 2,751 shares; 2025Q1: 2,713 shares; 2025Q2: 2,752 shares; 2025Q3: 2,636 shares; 2025Q4: 2,465 shares; 2026Q1: 2,470 shares; 2026Q2: 2,669 shares 2,669 $721K 0.1% +199 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares; 2026Q2: 922 shares 922 $704K 0.09% +265 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: 2,975 shares; 2024Q4: 3,052 shares; 2025Q1: 3,126 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $700K 0.09% 0 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: 6,080 shares; 2024Q4: 7,096 shares; 2025Q1: 7,318 shares; 2025Q2: 5,125 shares; 2025Q3: 4,877 shares; 2025Q4: 5,791 shares; 2026Q1: 6,020 shares; 2026Q2: 6,158 shares 6,158 $697K 0.09% +138 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 24,137 shares; 2025Q1: 24,137 shares; 2025Q2: 24,137 shares; 2025Q3: 24,137 shares; 2025Q4: 23,877 shares; 2026Q1: 23,877 shares; 2026Q2: 23,877 shares 23,877 $691K 0.09% 0 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: 7,326 shares; 2024Q4: 5,711 shares; 2025Q1: 5,603 shares; 2025Q2: 5,040 shares; 2025Q3: 5,137 shares; 2025Q4: 13,448 shares; 2026Q1: 13,448 shares; 2026Q2: 8,451 shares 8,451 $687K 0.09% -4,997 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $685K 0.09% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587 shares; 2025Q4: 715 shares; 2026Q1: 1,219 shares; 2026Q2: 1,540 shares 1,540 $640K 0.08% +321 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: 2,369 shares; 2024Q4: 2,689 shares; 2025Q1: 3,463 shares; 2025Q2: 2,132 shares; 2025Q3: 1,972 shares; 2025Q4: 2,223 shares; 2026Q1: 1,796 shares; 2026Q2: 1,797 shares 1,797 $635K 0.08% +1 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 23,886 shares; 2026Q2: 15,696 shares 15,696 $630K 0.08% -8,190 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 20,743 shares; 2026Q2: 18,683 shares 18,683 $607K 0.08% -2,060 Timeline VOE 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: 2,938 shares; 2026Q1: 3,033 shares; 2026Q2: 3,035 shares 3,035 $600K 0.08% +2 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: 1,027 shares; 2025Q2: 652 shares; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 507 shares 507 $596K 0.08% +183 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,030 shares; 2025Q1: 9,472 shares; 2025Q2: 6,487 shares; 2025Q3: 7,122 shares; 2025Q4: 9,247 shares; 2026Q1: 9,657 shares; 2026Q2: 9,507 shares 9,507 $582K 0.08% -150 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,324 shares; 2024Q4: 15,786 shares; 2025Q1: 12,751 shares; 2025Q2: 11,611 shares; 2025Q3: 11,611 shares; 2025Q4: 11,611 shares; 2026Q1: 16,766 shares; 2026Q2: 20,969 shares 20,969 $581K 0.08% +4,203 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: 2,059 shares; 2024Q4: 1,911 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,662 shares; 2025Q4: 1,675 shares; 2026Q1: 1,676 shares; 2026Q2: 1,664 shares 1,664 $571K 0.08% -12 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 603 shares; 2026Q1: 579 shares; 2026Q2: 4,632 shares 4,632 $554K 0.07% +4,053 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: 898 shares; 2024Q4: 897 shares; 2025Q1: 422 shares; 2025Q2: 421 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 787 shares 787 $541K 0.07% +12 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,501 shares; 2026Q1: 1,161 shares; 2026Q2: 2,418 shares 2,418 $523K 0.07% +1,257 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 14,705 shares; 2026Q1: 14,194 shares; 2026Q2: 8,596 shares 8,596 $518K 0.07% -5,598 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,929 shares; 2024Q4: 31,362 shares; 2025Q1: 32,630 shares; 2025Q2: 35,662 shares; 2025Q3: 27,510 shares; 2025Q4: 13,623 shares; 2026Q1: 12,644 shares; 2026Q2: 10,451 shares 10,451 $518K 0.07% -2,193 Timeline SPYX 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 8,079 shares; 2025Q2: 8,079 shares; 2025Q3: 8,079 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares; 2026Q2: 8,079 shares 8,079 $494K 0.07% 0 Timeline ESGV 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: 6,332 shares; 2024Q4: 6,332 shares; 2025Q1: 4,845 shares; 2025Q2: 4,348 shares; 2025Q3: 4,076 shares; 2025Q4: 4,017 shares; 2026Q1: 3,713 shares; 2026Q2: 3,659 shares 3,659 $484K 0.06% -54 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,287 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,737 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $476K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,402 shares 3,402 $475K 0.06% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,295 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 2,041 shares; 2026Q1: 1,691 shares; 2026Q2: 1,566 shares 1,566 $447K 0.06% -125 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $442K 0.06% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares; 2026Q2: 4,472 shares 4,472 $441K 0.06% +1,000 Timeline SPYD 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: 5,524 shares; 2024Q4: 30,598 shares; 2025Q1: 44,527 shares; 2025Q2: 39,455 shares; 2025Q3: 22,957 shares; 2025Q4: 11,442 shares; 2026Q1: 8,949 shares; 2026Q2: 9,043 shares 9,043 $431K 0.06% +94 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,725 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 5,280 shares; 2025Q4: 5,733 shares; 2026Q1: 4,556 shares; 2026Q2: 3,966 shares 3,966 $425K 0.06% -590 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,451 shares; 2025Q1: 14,795 shares; 2025Q2: 14,203 shares; 2025Q3: 14,574 shares; 2025Q4: 12,282 shares; 2026Q1: 11,029 shares; 2026Q2: 9,918 shares 9,918 $420K 0.06% -1,111 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,477 shares; 2025Q3: 2,423 shares; 2025Q4: 3,024 shares; 2026Q1: 1,899 shares; 2026Q2: 1,584 shares 1,584 $419K 0.06% -315 Timeline MPLX MPLX LP More: the full row for MPLX 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: 5,189 shares; 2026Q2: 7,379 shares 7,379 $416K 0.05% +2,190 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,341 shares; 2025Q1: 2,841 shares; 2025Q2: 2,842 shares; 2025Q3: 2,039 shares; 2025Q4: 4,079 shares; 2026Q1: 3,480 shares; 2026Q2: 3,482 shares 3,482 $408K 0.05% +2 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,603 shares; 2025Q1: 1,396 shares; 2025Q2: 1,117 shares; 2025Q3: 1,119 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,103 shares 1,103 $408K 0.05% +1 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: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $395K 0.05% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 3,819 shares; 2026Q1: 3,759 shares; 2026Q2: 4,234 shares 4,234 $394K 0.05% +475 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $393K 0.05% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,324 shares; 2025Q2: 15,732 shares; 2025Q3: 14,380 shares; 2025Q4: 7,761 shares; 2026Q1: 7,360 shares; 2026Q2: 4,354 shares 4,354 $385K 0.05% -3,006 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,691 shares; 2025Q3: 6,207 shares; 2025Q4: 6,945 shares; 2026Q1: 5,359 shares; 2026Q2: 3,851 shares 3,851 $380K 0.05% -1,508 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,875 shares 7,875 $369K 0.05% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,563 shares; 2025Q3: 6,013 shares; 2025Q4: 6,590 shares; 2026Q1: 5,806 shares; 2026Q2: 5,806 shares 5,806 $364K 0.05% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 3,096 shares; 2026Q2: 3,096 shares 3,096 $362K 0.05% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $354K 0.05% 0 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: 3,495 shares; 2024Q4: 3,503 shares; 2025Q1: 2,681 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares; 2025Q4: 2,718 shares; 2026Q1: 2,728 shares; 2026Q2: 2,737 shares 2,737 $352K 0.05% +9 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,918 shares 6,918 $349K 0.05% new 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: 2,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,733 shares; 2026Q2: 2,736 shares 2,736 $340K 0.04% +3 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: 14,749 shares; 2024Q4: 14,618 shares; 2025Q1: 8,514 shares; 2025Q2: 8,427 shares; 2025Q3: 5,465 shares; 2025Q4: 7,514 shares; 2026Q1: 6,484 shares; 2026Q2: 4,908 shares 4,908 $329K 0.04% -1,576 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: 895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 729 shares; 2026Q2: 849 shares 849 $313K 0.04% +120 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,236 shares 7,236 $308K 0.04% new Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,092 shares 3,092 $304K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,332 shares; 2026Q2: 1,032 shares 1,032 $300K 0.04% -300 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 5,923 shares; 2026Q2: 5,923 shares 5,923 $292K 0.04% 0 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: 4,061 shares; 2024Q4: 12,183 shares; 2025Q1: 12,183 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares; 2025Q4: 8,961 shares; 2026Q1: 9,724 shares; 2026Q2: 9,724 shares 9,724 $286K 0.04% 0 Timeline VBK 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: 909 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 773 shares 773 $283K 0.04% new Timeline HYS 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: 7,828 shares; 2024Q4: 6,787 shares; 2025Q1: 6,044 shares; 2025Q2: 4,280 shares; 2025Q3: 4,122 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $281K 0.04% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,635 shares; 2026Q1: 6,635 shares; 2026Q2: 6,264 shares 6,264 $279K 0.04% -371 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $277K 0.04% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 7,814 shares; 2025Q1: 7,566 shares; 2025Q2: 6,740 shares; 2025Q3: 6,400 shares; 2025Q4: 5,920 shares; 2026Q1: 5,387 shares; 2026Q2: 4,803 shares 4,803 $271K 0.04% -584 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 2,194 shares; 2026Q2: 1,801 shares 1,801 $264K 0.03% -393 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,336 shares 4,336 $255K 0.03% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 1,836 shares; 2025Q3: 1,803 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $255K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,124 shares; 2025Q4: 5,888 shares; 2026Q1: 4,621 shares; 2026Q2: 3,067 shares 3,067 $252K 0.03% -1,554 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,404 shares; 2026Q2: 4,775 shares 4,775 $249K 0.03% -7,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $242K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 3,083 shares; 2025Q4: 1,771 shares; 2026Q1: 2,779 shares; 2026Q2: 2,071 shares 2,071 $242K 0.03% -708 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares; 2026Q2: 1,527 shares 1,527 $239K 0.03% -1,905 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,270 shares; 2025Q3: 1,322 shares; 2025Q4: 1,274 shares; 2026Q1: 1,276 shares; 2026Q2: 1,278 shares 1,278 $231K 0.03% +2 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: 1,706 shares; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 376 shares 376 $218K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,586 shares 1,586 $217K 0.03% new Timeline ITB 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: 2,004 shares 2,004 $209K 0.03% new Timeline ESGU 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: 1,268 shares 1,268 $208K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,333 shares 2,333 $205K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares 2,109 $204K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $200K 0.03% new Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 14,185 shares; 2025Q4: 14,252 shares; 2026Q1: 14,252 shares; 2026Q2: 14,252 shares 14,252 $76.8K 0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 34,428 shares; 2025Q3: 34,428 shares; 2025Q4: 34,428 shares; 2026Q1: 34,428 shares; 2026Q2: 34,428 shares 34,428 $17.7K <0.01% 0 Timeline