DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,094 shares; 2024Q4: 527,667 shares; 2025Q1: 553,851 shares; 2025Q2: 521,262 shares; 2025Q3: 551,306 shares; 2025Q4: 559,505 shares; 2026Q1: 513,030 shares; 2026Q2: 622,496 shares 622,496 $59.5M 15.57% +109,466 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,583 shares; 2024Q4: 580,451 shares; 2025Q1: 588,910 shares; 2025Q2: 522,012 shares; 2025Q3: 505,308 shares; 2025Q4: 502,052 shares; 2026Q1: 504,012 shares; 2026Q2: 497,888 shares 497,888 $30.4M 7.94% -6,124 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: 33,507 shares; 2024Q4: 41,641 shares; 2025Q1: 46,880 shares; 2025Q2: 43,862 shares; 2025Q3: 44,760 shares; 2025Q4: 43,439 shares; 2026Q1: 42,858 shares; 2026Q2: 42,107 shares 42,107 $27.6M 7.22% -751 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: 535,153 shares; 2024Q4: 551,877 shares; 2025Q1: 564,799 shares; 2025Q2: 501,973 shares; 2025Q3: 496,199 shares; 2025Q4: 502,499 shares; 2026Q1: 506,084 shares; 2026Q2: 506,031 shares 506,031 $25.4M 6.65% -53 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027,787 shares; 2024Q4: 1,049,404 shares; 2025Q1: 1,080,923 shares; 2025Q2: 969,901 shares; 2025Q3: 964,120 shares; 2025Q4: 977,936 shares; 2026Q1: 989,787 shares; 2026Q2: 1,001,872 shares 1,001,872 $25.1M 6.57% +12,085 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,409 shares; 2024Q4: 670,420 shares; 2025Q1: 690,495 shares; 2025Q2: 622,497 shares; 2025Q3: 618,419 shares; 2025Q4: 626,613 shares; 2026Q1: 636,154 shares; 2026Q2: 641,399 shares 641,399 $24.9M 6.52% +5,245 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: 52,754 shares; 2024Q4: 55,231 shares; 2025Q1: 55,807 shares; 2025Q2: 51,537 shares; 2025Q3: 51,253 shares; 2025Q4: 101,067 shares; 2026Q1: 109,782 shares; 2026Q2: 110,809 shares 110,809 $21.1M 5.52% +1,027 Timeline EQWL 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: 191,781 shares; 2024Q4: 173,226 shares; 2025Q1: 157,809 shares; 2025Q2: 140,513 shares; 2025Q3: 137,900 shares; 2025Q4: 136,541 shares; 2026Q1: 135,550 shares; 2026Q2: 138,770 shares 138,770 $17.9M 4.68% +3,220 Timeline FFLC 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: 179,786 shares; 2024Q4: 208,015 shares; 2025Q1: 231,430 shares; 2025Q2: 223,306 shares; 2025Q3: 244,822 shares; 2025Q4: 252,018 shares; 2026Q1: 268,619 shares; 2026Q2: 281,873 shares 281,873 $16.6M 4.34% +13,254 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,751 shares; 2024Q4: 33,233 shares; 2025Q1: 32,361 shares; 2025Q2: 30,426 shares; 2025Q3: 33,052 shares; 2025Q4: 33,412 shares; 2026Q1: 34,927 shares; 2026Q2: 36,274 shares 36,274 $13.3M 3.47% +1,347 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: 77,926 shares; 2024Q4: 81,626 shares; 2025Q1: 87,934 shares; 2025Q2: 84,344 shares; 2025Q3: 85,760 shares; 2025Q4: 85,580 shares; 2026Q1: 84,799 shares; 2026Q2: 85,495 shares 85,495 $11.4M 2.98% +696 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: 7,540 shares; 2024Q4: 7,874 shares; 2025Q1: 8,365 shares; 2025Q2: 8,038 shares; 2025Q3: 8,545 shares; 2025Q4: 8,651 shares; 2026Q1: 9,716 shares; 2026Q2: 14,635 shares 14,635 $11M 2.87% +4,919 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,742 shares; 2024Q4: 53,142 shares; 2025Q1: 56,820 shares; 2025Q2: 52,718 shares; 2025Q3: 54,513 shares; 2025Q4: 56,250 shares; 2026Q1: 62,280 shares; 2026Q2: 66,477 shares 66,477 $9.34M 2.44% +4,197 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,254 shares; 2025Q1: 112,330 shares; 2025Q2: 110,815 shares; 2025Q3: 120,075 shares; 2025Q4: 123,779 shares; 2026Q1: 130,130 shares; 2026Q2: 135,091 shares 135,091 $7.38M 1.93% +4,961 Timeline XMMO 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: 45,886 shares; 2024Q4: 42,604 shares; 2025Q1: 41,387 shares; 2025Q2: 38,726 shares; 2025Q3: 42,042 shares; 2025Q4: 42,602 shares; 2026Q1: 42,347 shares; 2026Q2: 42,539 shares 42,539 $7.24M 1.89% +192 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: 21,374 shares; 2025Q1: 38,832 shares; 2025Q2: 37,923 shares; 2025Q3: 40,795 shares; 2025Q4: 41,662 shares; 2026Q1: 43,955 shares; 2026Q2: 43,896 shares 43,896 $7.09M 1.85% -59 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: 25,922 shares; 2024Q4: 29,763 shares; 2025Q1: 33,961 shares; 2025Q2: 31,151 shares; 2025Q3: 32,149 shares; 2025Q4: 31,661 shares; 2026Q1: 34,016 shares; 2026Q2: 37,198 shares 37,198 $4.31M 1.13% +3,182 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: 12,776 shares; 2024Q4: 12,771 shares; 2025Q1: 12,811 shares; 2025Q2: 11,390 shares; 2025Q3: 11,167 shares; 2025Q4: 11,161 shares; 2026Q1: 11,192 shares; 2026Q2: 11,166 shares 11,166 $4.22M 1.1% -26 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: 8,892 shares; 2024Q4: 15,674 shares; 2025Q1: 16,889 shares; 2025Q2: 16,745 shares; 2025Q3: 16,487 shares; 2025Q4: 16,196 shares; 2026Q1: 16,120 shares; 2026Q2: 16,017 shares 16,017 $3.82M 1% -103 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: 13,360 shares; 2024Q4: 20,933 shares; 2025Q1: 24,048 shares; 2025Q2: 17,781 shares; 2025Q3: 16,648 shares; 2025Q4: 16,466 shares; 2026Q1: 16,134 shares; 2026Q2: 17,847 shares 17,847 $3.57M 0.93% +1,713 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: 14,015 shares; 2024Q4: 14,514 shares; 2025Q1: 15,106 shares; 2025Q2: 12,683 shares; 2025Q3: 11,899 shares; 2025Q4: 11,979 shares; 2026Q1: 11,886 shares; 2026Q2: 11,938 shares 11,938 $3.45M 0.9% +52 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: 801 shares; 2024Q4: 5,469 shares; 2025Q1: 6,923 shares; 2025Q2: 6,702 shares; 2025Q3: 7,555 shares; 2025Q4: 7,620 shares; 2026Q1: 7,536 shares; 2026Q2: 7,536 shares 7,536 $3.17M 0.83% 0 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: 11,873 shares; 2024Q4: 10,620 shares; 2025Q1: 9,735 shares; 2025Q2: 9,505 shares; 2025Q3: 9,505 shares; 2025Q4: 9,433 shares; 2026Q1: 8,575 shares; 2026Q2: 3,878 shares 3,878 $2.9M 0.76% -4,697 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: 9,287 shares; 2024Q4: 9,148 shares; 2025Q1: 9,291 shares; 2025Q2: 7,500 shares; 2025Q3: 7,209 shares; 2025Q4: 7,467 shares; 2026Q1: 7,469 shares; 2026Q2: 7,401 shares 7,401 $2.64M 0.69% -68 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,530 shares; 2024Q4: 7,452 shares; 2025Q1: 7,470 shares; 2025Q2: 6,629 shares; 2025Q3: 6,462 shares; 2025Q4: 6,412 shares; 2026Q1: 6,421 shares; 2026Q2: 6,829 shares 6,829 $2.55M 0.67% +408 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: not reported; 2024Q4: 9,802 shares; 2025Q1: 17,239 shares; 2025Q2: 16,576 shares; 2025Q3: 17,341 shares; 2025Q4: 17,649 shares; 2026Q1: 18,719 shares; 2026Q2: 19,934 shares 19,934 $2.14M 0.56% +1,215 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: 1,309 shares; 2024Q4: 3,262 shares; 2025Q1: 3,662 shares; 2025Q2: 3,472 shares; 2025Q3: 3,374 shares; 2025Q4: 3,338 shares; 2026Q1: 3,320 shares; 2026Q2: 3,306 shares 3,306 $1.86M 0.49% -14 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 105,141 shares; 2026Q2: 19,674 shares 19,674 $1.77M 0.46% -85,467 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: 1,967 shares; 2025Q3: 1,748 shares; 2025Q4: 1,868 shares; 2026Q1: 1,788 shares; 2026Q2: 1,459 shares 1,459 $1.68M 0.44% -329 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: 32,484 shares; 2024Q4: 30,246 shares; 2025Q1: 23,821 shares; 2025Q2: 19,612 shares; 2025Q3: 17,673 shares; 2025Q4: 16,680 shares; 2026Q1: 16,213 shares; 2026Q2: 15,616 shares 15,616 $1.62M 0.42% -597 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: 4,693 shares; 2024Q4: 4,661 shares; 2025Q1: 4,763 shares; 2025Q2: 4,707 shares; 2025Q3: 4,713 shares; 2025Q4: 4,765 shares; 2026Q1: 4,731 shares; 2026Q2: 4,733 shares 4,733 $1.55M 0.41% +2 Timeline ACIO 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: 34,129 shares; 2024Q4: 33,859 shares; 2025Q1: 33,872 shares; 2025Q2: 33,884 shares; 2025Q3: 33,890 shares; 2025Q4: 33,897 shares; 2026Q1: 28,565 shares; 2026Q2: 28,565 shares 28,565 $1.32M 0.34% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,921 shares; 2025Q1: 8,931 shares; 2025Q2: 8,931 shares; 2025Q3: 9,530 shares; 2025Q4: 9,294 shares; 2026Q1: 9,787 shares; 2026Q2: 10,227 shares 10,227 $1.17M 0.31% +440 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,527 shares; 2024Q4: 46,486 shares; 2025Q1: 39,843 shares; 2025Q2: 33,030 shares; 2025Q3: 29,053 shares; 2025Q4: 26,052 shares; 2026Q1: 24,974 shares; 2026Q2: 24,046 shares 24,046 $1.14M 0.3% -928 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: 12,537 shares; 2024Q4: 12,550 shares; 2025Q1: 12,564 shares; 2025Q2: 12,442 shares; 2025Q3: 12,047 shares; 2025Q4: 12,057 shares; 2026Q1: 12,066 shares; 2026Q2: 12,075 shares 12,075 $1.06M 0.28% +9 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: 7,461 shares 7,461 $1.02M 0.27% new 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: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,393 shares; 2025Q3: 7,493 shares; 2025Q4: 7,093 shares; 2026Q1: 10,024 shares; 2026Q2: 10,024 shares 10,024 $1.01M 0.26% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,070 shares; 2024Q4: 12,070 shares; 2025Q1: 12,042 shares; 2025Q2: 12,042 shares; 2025Q3: 12,042 shares; 2025Q4: 12,042 shares; 2026Q1: 12,042 shares; 2026Q2: 12,042 shares 12,042 $977K 0.26% 0 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: 3,204 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 3,209 shares 3,209 $941K 0.25% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,534 shares; 2024Q4: 10,543 shares; 2025Q1: 10,550 shares; 2025Q2: 10,572 shares; 2025Q3: 10,582 shares; 2025Q4: 10,594 shares; 2026Q1: 10,601 shares; 2026Q2: 10,628 shares 10,628 $935K 0.24% +27 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: 5,203 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,434 shares; 2025Q4: 5,434 shares; 2026Q1: 5,434 shares; 2026Q2: 5,434 shares 5,434 $880K 0.23% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,975 shares; 2024Q4: 59,960 shares; 2025Q1: 30,543 shares; 2025Q2: 24,770 shares; 2025Q3: 22,203 shares; 2025Q4: 19,061 shares; 2026Q1: 17,919 shares; 2026Q2: 16,028 shares 16,028 $865K 0.23% -1,891 Timeline URA 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: 67,775 shares; 2024Q4: 41,626 shares; 2025Q1: 18,931 shares; 2025Q2: 15,720 shares; 2025Q3: 15,351 shares; 2025Q4: 14,841 shares; 2026Q1: 20,899 shares; 2026Q2: 19,024 shares 19,024 $831K 0.22% -1,875 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,854 shares; 2025Q3: 2,666 shares; 2025Q4: 2,590 shares; 2026Q1: 3,136 shares; 2026Q2: 3,386 shares 3,386 $831K 0.22% +250 Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,263 shares; 2024Q4: 27,058 shares; 2025Q1: 20,755 shares; 2025Q2: 18,166 shares; 2025Q3: 15,940 shares; 2025Q4: 14,241 shares; 2026Q1: 14,093 shares; 2026Q2: 13,495 shares 13,495 $785K 0.21% -598 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: not reported; 2024Q4: 503 shares; 2025Q1: 519 shares; 2025Q2: 584 shares; 2025Q3: 590 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $729K 0.19% 0 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: 4,210 shares; 2025Q1: 5,271 shares; 2025Q2: 4,653 shares; 2025Q3: 3,814 shares; 2025Q4: 3,980 shares; 2026Q1: 5,894 shares; 2026Q2: 6,218 shares 6,218 $725K 0.19% +324 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: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares; 2025Q3: 3,684 shares; 2025Q4: 3,684 shares; 2026Q1: 3,684 shares; 2026Q2: 2,866 shares 2,866 $723K 0.19% -818 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,537 shares; 2024Q4: 52,932 shares; 2025Q1: 22,560 shares; 2025Q2: 17,808 shares; 2025Q3: 18,418 shares; 2025Q4: 17,906 shares; 2026Q1: 12,514 shares; 2026Q2: 12,245 shares 12,245 $602K 0.16% -269 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,000 shares; 2025Q3: 120,299 shares; 2025Q4: 137,044 shares; 2026Q1: 109,696 shares; 2026Q2: 100,077 shares 100,077 $588K 0.15% -9,619 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: 626 shares; 2025Q1: 626 shares; 2025Q2: 643 shares; 2025Q3: 651 shares; 2025Q4: 601 shares; 2026Q1: 801 shares; 2026Q2: 714 shares 714 $545K 0.14% -87 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares; 2026Q2: 2,287 shares 2,287 $495K 0.13% -411 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,201 shares; 2025Q2: 10,201 shares; 2025Q3: 8,149 shares; 2025Q4: 8,135 shares; 2026Q1: 8,136 shares; 2026Q2: 8,136 shares 8,136 $464K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 7,656 shares; 2025Q1: 7,244 shares; 2025Q2: 7,093 shares; 2025Q3: 6,497 shares; 2025Q4: 6,473 shares; 2026Q1: 6,346 shares; 2026Q2: 6,345 shares 6,345 $452K 0.12% -1 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,947 shares; 2026Q2: 5,422 shares 5,422 $353K 0.09% +475 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares 2,564 $350K 0.09% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,653 shares; 2025Q4: not reported; 2026Q1: 5,842 shares; 2026Q2: 7,492 shares 7,492 $343K 0.09% +1,650 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: 4,215 shares; 2024Q4: 4,178 shares; 2025Q1: 4,185 shares; 2025Q2: 4,193 shares; 2025Q3: 4,487 shares; 2025Q4: 4,493 shares; 2026Q1: 4,498 shares; 2026Q2: 1,304 shares 1,304 $331K 0.09% -3,194 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: not reported; 2024Q4: 14,956 shares; 2025Q1: 18,916 shares; 2025Q2: 20,622 shares; 2025Q3: 20,926 shares; 2025Q4: 20,385 shares; 2026Q1: 9,794 shares; 2026Q2: 9,794 shares 9,794 $326K 0.09% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $320K 0.08% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546 $317K 0.08% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899 shares; 2024Q4: 1,895 shares; 2025Q1: 1,896 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,881 shares 1,881 $312K 0.08% +1 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 11,986 shares; 2025Q4: 11,986 shares; 2026Q1: 10,714 shares; 2026Q2: 10,714 shares 10,714 $296K 0.08% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 874 shares; 2025Q1: 876 shares; 2025Q2: 878 shares; 2025Q3: 880 shares; 2025Q4: 651 shares; 2026Q1: 653 shares; 2026Q2: 654 shares 654 $279K 0.07% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: not reported; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $256K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,854 shares; 2025Q4: 4,872 shares; 2026Q1: 4,872 shares; 2026Q2: 4,887 shares 4,887 $246K 0.06% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,011 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares; 2026Q2: 2,305 shares 2,305 $240K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares; 2026Q1: not reported; 2026Q2: 696 shares 696 $239K 0.06% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 933 shares; 2026Q1: 936 shares; 2026Q2: 939 shares 939 $236K 0.06% +3 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: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 835 shares 835 $235K 0.06% -100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,453 shares 2,453 $235K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $225K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $220K 0.06% new 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: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $219K 0.06% 0 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: 485 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $214K 0.06% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,996 shares 4,996 $210K 0.05% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,045 shares; 2024Q4: 5,554 shares; 2025Q1: 2,649 shares; 2025Q2: 2,119 shares; 2025Q3: 1,595 shares; 2025Q4: 1,527 shares; 2026Q1: 1,399 shares; 2026Q2: 1,309 shares 1,309 $208K 0.05% -90 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: 1,328 shares 1,328 $208K 0.05% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 543 shares 543 $201K 0.05% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 22,000 shares 22,000 $112K 0.03% new Timeline