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: 1,104,496 shares; 2024Q4: 1,127,155 shares; 2025Q1: 1,165,331 shares; 2025Q2: 1,210,020 shares; 2025Q3: 1,223,225 shares; 2025Q4: 1,251,085 shares; 2026Q1: 1,266,731 shares; 2026Q2: 1,292,312 shares 1,292,312 $59.6M 11.1% +25,581 Timeline DRSK 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: 1,143,145 shares; 2024Q4: 1,185,099 shares; 2025Q1: 1,227,663 shares; 2025Q2: 1,259,871 shares; 2025Q3: 1,293,643 shares; 2025Q4: 1,338,657 shares; 2026Q1: 1,462,265 shares; 2026Q2: 1,495,309 shares 1,495,309 $43M 8.01% +33,044 Timeline IDUB 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: 1,110,858 shares; 2024Q4: 1,159,392 shares; 2025Q1: 1,227,594 shares; 2025Q2: 1,285,816 shares; 2025Q3: 1,314,211 shares; 2025Q4: 1,357,122 shares; 2026Q1: 1,389,518 shares; 2026Q2: 1,417,892 shares 1,417,892 $39M 7.26% +28,374 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: 32,035 shares; 2024Q4: 32,221 shares; 2025Q1: 32,660 shares; 2025Q2: 32,269 shares; 2025Q3: 32,469 shares; 2025Q4: 32,602 shares; 2026Q1: 40,114 shares; 2026Q2: 41,556 shares 41,556 $31.1M 5.79% +1,442 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: 526,316 shares; 2024Q4: 544,950 shares; 2025Q1: 566,088 shares; 2025Q2: 580,049 shares; 2025Q3: 583,398 shares; 2025Q4: 592,352 shares; 2026Q1: 584,407 shares; 2026Q2: 600,233 shares 600,233 $30.2M 5.63% +15,826 Timeline OSCV 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: 490,503 shares; 2024Q4: 498,670 shares; 2025Q1: 523,710 shares; 2025Q2: 552,897 shares; 2025Q3: 565,417 shares; 2025Q4: 581,039 shares; 2026Q1: 592,935 shares; 2026Q2: 613,038 shares 613,038 $25.9M 4.82% +20,103 Timeline ADME 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: 390,316 shares; 2024Q4: 398,797 shares; 2025Q1: 413,741 shares; 2025Q2: 426,066 shares; 2025Q3: 429,923 shares; 2025Q4: 438,269 shares; 2026Q1: 437,300 shares; 2026Q2: 448,164 shares 448,164 $24.9M 4.64% +10,864 Timeline DUBS 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: 303,355 shares; 2024Q4: 311,034 shares; 2025Q1: 322,590 shares; 2025Q2: 305,481 shares; 2025Q3: 308,587 shares; 2025Q4: 315,474 shares; 2026Q1: 497,908 shares; 2026Q2: 516,098 shares 516,098 $21.5M 4% +18,190 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,501 shares; 2025Q4: 233,841 shares; 2026Q1: 20,800 shares; 2026Q2: 351,126 shares 351,126 $21M 3.92% +330,326 Timeline JUCY 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: 712,677 shares; 2024Q4: 739,929 shares; 2025Q1: 770,420 shares; 2025Q2: 770,179 shares; 2025Q3: 810,496 shares; 2025Q4: 825,140 shares; 2026Q1: 899,234 shares; 2026Q2: 923,539 shares 923,539 $20.3M 3.78% +24,305 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: 212,921 shares; 2024Q4: 216,101 shares; 2025Q1: 226,218 shares; 2025Q2: 234,021 shares; 2025Q3: 235,333 shares; 2025Q4: 238,354 shares; 2026Q1: 244,079 shares; 2026Q2: 251,929 shares 251,929 $13M 2.43% +7,850 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,313 shares; 2024Q4: 26,844 shares; 2025Q1: 27,019 shares; 2025Q2: 27,146 shares; 2025Q3: 20,813 shares; 2025Q4: 21,225 shares; 2026Q1: 21,585 shares; 2026Q2: 21,752 shares 21,752 $11.2M 2.09% +167 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: 24,995 shares; 2024Q4: 24,605 shares; 2025Q1: 25,215 shares; 2025Q2: 27,099 shares; 2025Q3: 26,962 shares; 2025Q4: 28,137 shares; 2026Q1: 27,725 shares; 2026Q2: 28,057 shares 28,057 $8.12M 1.51% +332 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: 19,262 shares; 2024Q4: 31,792 shares; 2025Q1: 39,989 shares; 2025Q2: 43,350 shares; 2025Q3: 46,973 shares; 2025Q4: 47,395 shares; 2026Q1: 48,385 shares; 2026Q2: 40,188 shares 40,188 $8.04M 1.5% -8,197 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: 15,080 shares; 2024Q4: 15,512 shares; 2025Q1: 15,963 shares; 2025Q2: 17,656 shares; 2025Q3: 17,421 shares; 2025Q4: 18,381 shares; 2026Q1: 19,193 shares; 2026Q2: 20,122 shares 20,122 $7.51M 1.4% +929 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: 21,596 shares; 2024Q4: 21,642 shares; 2025Q1: 22,308 shares; 2025Q2: 22,591 shares; 2025Q3: 22,537 shares; 2025Q4: 22,645 shares; 2026Q1: 21,627 shares; 2026Q2: 20,969 shares 20,969 $6.86M 1.28% -658 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,810 shares; 2024Q4: 340,098 shares; 2025Q1: 346,098 shares; 2025Q2: 385,467 shares; 2025Q3: 402,467 shares; 2025Q4: 500,746 shares; 2026Q1: 528,290 shares; 2026Q2: 638,640 shares 638,640 $6.27M 1.17% +110,350 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: 20,523 shares; 2024Q4: 21,130 shares; 2025Q1: 21,260 shares; 2025Q2: 22,929 shares; 2025Q3: 25,359 shares; 2025Q4: 25,836 shares; 2026Q1: 24,773 shares; 2026Q2: 23,817 shares 23,817 $5.68M 1.06% -956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,944 shares; 2025Q4: 97,198 shares; 2026Q1: 109,126 shares; 2026Q2: 111,437 shares 111,437 $5.61M 1.04% +2,311 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: 50,448 shares; 2024Q4: 44,163 shares; 2025Q1: 43,465 shares; 2025Q2: 44,485 shares; 2025Q3: 43,433 shares; 2025Q4: 43,063 shares; 2026Q1: 41,264 shares; 2026Q2: 40,730 shares 40,730 $5.57M 1.04% -534 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: 46,450 shares; 2024Q4: 42,277 shares; 2025Q1: 42,180 shares; 2025Q2: 43,740 shares; 2025Q3: 43,826 shares; 2025Q4: 44,338 shares; 2026Q1: 43,387 shares; 2026Q2: 42,803 shares 42,803 $4.85M 0.9% -584 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,701 shares; 2024Q4: 93,550 shares; 2025Q1: 95,881 shares; 2025Q2: 89,693 shares; 2025Q3: 91,816 shares; 2025Q4: 95,067 shares; 2026Q1: 104,032 shares; 2026Q2: 106,590 shares 106,590 $4.47M 0.83% +2,558 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: 9,733 shares; 2024Q4: 9,317 shares; 2025Q1: 9,659 shares; 2025Q2: 10,082 shares; 2025Q3: 9,380 shares; 2025Q4: 9,488 shares; 2026Q1: 8,625 shares; 2026Q2: 5,973 shares 5,973 $4.3M 0.8% -2,652 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,376 shares; 2024Q4: 65,245 shares; 2025Q1: 68,304 shares; 2025Q2: 72,588 shares; 2025Q3: 73,936 shares; 2025Q4: 75,984 shares; 2026Q1: 19,112 shares; 2026Q2: 20,156 shares 20,156 $4.29M 0.8% +1,044 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 156,098 shares; 2026Q2: 154,268 shares 154,268 $4.22M 0.79% -1,830 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: 10,679 shares; 2024Q4: 10,432 shares; 2025Q1: 10,518 shares; 2025Q2: 10,866 shares; 2025Q3: 11,000 shares; 2025Q4: 11,302 shares; 2026Q1: 10,896 shares; 2026Q2: 11,400 shares 11,400 $3.91M 0.73% +504 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: 13,668 shares; 2024Q4: 17,161 shares; 2025Q1: 18,776 shares; 2025Q2: 20,691 shares; 2025Q3: 25,405 shares; 2025Q4: 25,702 shares; 2026Q1: 24,149 shares; 2026Q2: 21,397 shares 21,397 $3.76M 0.7% -2,752 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: 19,476 shares; 2024Q4: 9,313 shares; 2025Q1: 2,757 shares; 2025Q2: 2,547 shares; 2025Q3: 2,633 shares; 2025Q4: 2,550 shares; 2026Q1: 2,927 shares; 2026Q2: 9,937 shares 9,937 $3.75M 0.7% +7,010 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: 30,015 shares; 2024Q4: 25,420 shares; 2025Q1: 24,907 shares; 2025Q2: 24,006 shares; 2025Q3: 23,628 shares; 2025Q4: 23,293 shares; 2026Q1: 23,613 shares; 2026Q2: 22,207 shares 22,207 $3.68M 0.69% -1,406 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: 18,247 shares; 2026Q1: 19,455 shares; 2026Q2: 20,563 shares 20,563 $3.63M 0.68% +1,108 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,510 shares; 2024Q4: 231,143 shares; 2025Q1: 231,110 shares; 2025Q2: 237,249 shares; 2025Q3: 248,996 shares; 2025Q4: 248,887 shares; 2026Q1: 263,802 shares; 2026Q2: 258,225 shares 258,225 $3.59M 0.67% -5,577 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,126 shares; 2024Q4: 12,493 shares; 2025Q1: 12,812 shares; 2025Q2: 13,197 shares; 2025Q3: 13,655 shares; 2025Q4: 14,241 shares; 2026Q1: 13,950 shares; 2026Q2: 16,326 shares 16,326 $3.57M 0.66% +2,376 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 5,353 shares; 2025Q1: 5,801 shares; 2025Q2: 6,084 shares; 2025Q3: 7,090 shares; 2025Q4: 7,252 shares; 2026Q1: 7,161 shares; 2026Q2: 7,556 shares 7,556 $3.52M 0.66% +395 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: 4,632 shares; 2024Q4: 8,876 shares; 2025Q1: 9,222 shares; 2025Q2: 9,232 shares; 2025Q3: 9,349 shares; 2025Q4: 9,226 shares; 2026Q1: 8,703 shares; 2026Q2: 9,132 shares 9,132 $3.22M 0.6% +429 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,856 shares; 2024Q4: 14,542 shares; 2025Q1: 16,130 shares; 2025Q2: 16,630 shares; 2025Q3: 15,806 shares; 2025Q4: 16,373 shares; 2026Q1: 16,050 shares; 2026Q2: 18,630 shares 18,630 $3.08M 0.57% +2,580 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: 361 shares; 2025Q3: 3,315 shares; 2025Q4: 17,086 shares; 2026Q1: 19,049 shares; 2026Q2: 30,561 shares 30,561 $3.03M 0.57% +11,512 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,619 shares; 2024Q4: 52,524 shares; 2025Q1: 54,647 shares; 2025Q2: 58,931 shares; 2025Q3: 69,572 shares; 2025Q4: 71,825 shares; 2026Q1: 72,519 shares; 2026Q2: 103,691 shares 103,691 $2.92M 0.54% +31,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,335 shares; 2026Q2: 9,612 shares 9,612 $2.91M 0.54% +277 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: 4,258 shares; 2024Q4: 4,168 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares; 2025Q3: 4,185 shares; 2025Q4: 4,129 shares; 2026Q1: 3,384 shares; 2026Q2: 3,921 shares 3,921 $2.69M 0.5% +537 Timeline UPSD 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: 63,946 shares; 2025Q3: 70,484 shares; 2025Q4: 73,262 shares; 2026Q1: 93,551 shares; 2026Q2: 92,867 shares 92,867 $2.62M 0.49% -684 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,523 shares; 2025Q2: 34,273 shares; 2025Q3: 33,925 shares; 2025Q4: 30,684 shares; 2026Q1: 29,228 shares; 2026Q2: 30,005 shares 30,005 $2.31M 0.43% +777 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,929 shares; 2025Q2: 19,444 shares; 2025Q3: 18,834 shares; 2025Q4: 17,198 shares; 2026Q1: 15,213 shares; 2026Q2: 15,420 shares 15,420 $2.29M 0.43% +207 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: 2,288 shares; 2024Q4: 2,213 shares; 2025Q1: 3,229 shares; 2025Q2: 3,742 shares; 2025Q3: 3,803 shares; 2025Q4: 4,395 shares; 2026Q1: 4,469 shares; 2026Q2: 4,529 shares 4,529 $2.26M 0.42% +60 Timeline EFA 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: 21,224 shares; 2025Q2: 20,815 shares; 2025Q3: 20,794 shares; 2025Q4: 20,260 shares; 2026Q1: 22,031 shares; 2026Q2: 21,544 shares 21,544 $2.24M 0.42% -487 Timeline JMST 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: 43,311 shares; 2026Q1: 43,508 shares; 2026Q2: 43,654 shares 43,654 $2.23M 0.41% +146 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: 17,838 shares; 2024Q4: 21,357 shares; 2025Q1: 21,740 shares; 2025Q2: 20,348 shares; 2025Q3: 2,351 shares; 2025Q4: 2,301 shares; 2026Q1: 3,486 shares; 2026Q2: 3,437 shares 3,437 $2M 0.37% -49 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: 7,920 shares; 2024Q4: 7,888 shares; 2025Q1: 8,550 shares; 2025Q2: 8,726 shares; 2025Q3: 10,649 shares; 2025Q4: 10,874 shares; 2026Q1: 11,073 shares; 2026Q2: 4,418 shares 4,418 $1.86M 0.35% -6,655 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: 5,206 shares; 2024Q4: 4,600 shares; 2025Q1: 4,159 shares; 2025Q2: 4,380 shares; 2025Q3: 4,417 shares; 2025Q4: 4,526 shares; 2026Q1: 5,053 shares; 2026Q2: 5,092 shares 5,092 $1.82M 0.34% +39 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 1,865 shares; 2025Q1: 1,895 shares; 2025Q2: 1,891 shares; 2025Q3: 2,464 shares; 2025Q4: 2,519 shares; 2026Q1: 2,614 shares; 2026Q2: 2,419 shares 2,419 $1.78M 0.33% -195 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: not reported; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,675 shares; 2025Q3: 2,619 shares; 2025Q4: 2,307 shares; 2026Q1: 2,373 shares; 2026Q2: 2,263 shares 2,263 $1.69M 0.32% -110 Timeline DEFR 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: 30,876 shares; 2025Q3: 32,097 shares; 2025Q4: 39,726 shares; 2026Q1: 52,556 shares; 2026Q2: 53,709 shares 53,709 $1.44M 0.27% +1,153 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: 551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 920 shares; 2025Q4: 939 shares; 2026Q1: 1,038 shares; 2026Q2: 972 shares 972 $1.04M 0.19% -66 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: 10,625 shares; 2024Q4: 11,973 shares; 2025Q1: 10,861 shares; 2025Q2: 10,974 shares; 2025Q3: 10,977 shares; 2025Q4: 10,691 shares; 2026Q1: 11,453 shares; 2026Q2: 10,754 shares 10,754 $1.03M 0.19% -699 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: 10,061 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,046 shares; 2025Q4: 6,046 shares; 2026Q1: 10,876 shares; 2026Q2: 7,342 shares 7,342 $1.03M 0.19% -3,534 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: 5,953 shares; 2024Q4: 5,336 shares; 2025Q1: 5,753 shares; 2025Q2: 5,648 shares; 2025Q3: 4,163 shares; 2025Q4: 4,253 shares; 2026Q1: 4,217 shares; 2026Q2: 3,969 shares 3,969 $1.01M 0.19% -248 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 2,891 shares; 2025Q1: 13,952 shares; 2025Q2: 6,586 shares; 2025Q3: 6,389 shares; 2025Q4: 6,484 shares; 2026Q1: 7,584 shares; 2026Q2: 6,706 shares 6,706 $983K 0.18% -878 Timeline SPMD 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: 19,009 shares; 2024Q4: 17,407 shares; 2025Q1: 15,832 shares; 2025Q2: 15,731 shares; 2025Q3: 15,158 shares; 2025Q4: 14,806 shares; 2026Q1: 14,174 shares; 2026Q2: 14,068 shares 14,068 $950K 0.18% -106 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: not reported; 2024Q4: 4,509 shares; 2025Q1: 5,326 shares; 2025Q2: 5,350 shares; 2025Q3: 6,462 shares; 2025Q4: 12,581 shares; 2026Q1: 19,427 shares; 2026Q2: 18,626 shares 18,626 $942K 0.18% -801 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: 8,957 shares; 2024Q4: 8,530 shares; 2025Q1: 9,376 shares; 2025Q2: 9,651 shares; 2025Q3: 9,330 shares; 2025Q4: 9,622 shares; 2026Q1: 8,259 shares; 2026Q2: 9,713 shares 9,713 $795K 0.15% +1,454 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: 4,749 shares; 2024Q4: 4,793 shares; 2025Q1: 4,709 shares; 2025Q2: 4,676 shares; 2025Q3: 4,713 shares; 2025Q4: 4,756 shares; 2026Q1: 2,506 shares; 2026Q2: 3,590 shares 3,590 $792K 0.15% +1,084 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: 10,222 shares; 2024Q4: 10,440 shares; 2025Q1: 10,614 shares; 2025Q2: 10,389 shares; 2025Q3: 7,197 shares; 2025Q4: 7,592 shares; 2026Q1: 7,616 shares; 2026Q2: 1,397 shares 1,397 $787K 0.15% -6,219 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: 972 shares; 2024Q4: 950 shares; 2025Q1: 887 shares; 2025Q2: 934 shares; 2025Q3: 1,096 shares; 2025Q4: 1,162 shares; 2026Q1: 1,133 shares; 2026Q2: 968 shares 968 $739K 0.14% -165 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: 8,604 shares; 2025Q1: 8,604 shares; 2025Q2: 8,614 shares; 2025Q3: 8,510 shares; 2025Q4: 8,500 shares; 2026Q1: 8,525 shares; 2026Q2: 8,500 shares 8,500 $727K 0.14% -25 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: 5,337 shares; 2024Q4: 5,066 shares; 2025Q1: 5,363 shares; 2025Q2: 6,078 shares; 2025Q3: 5,749 shares; 2025Q4: 5,650 shares; 2026Q1: 5,874 shares; 2026Q2: 5,534 shares 5,534 $716K 0.13% -340 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: not reported; 2024Q4: 2,802 shares; 2025Q1: 3,158 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,897 shares; 2026Q1: 2,908 shares; 2026Q2: 3,008 shares 3,008 $712K 0.13% +100 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: 882 shares; 2026Q1: 942 shares; 2026Q2: 952 shares 952 $688K 0.13% +10 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 269 shares; 2026Q2: 210 shares 210 $671K 0.12% -59 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: 3,816 shares; 2024Q4: 3,785 shares; 2025Q1: 4,705 shares; 2025Q2: 4,778 shares; 2025Q3: 4,779 shares; 2025Q4: 4,471 shares; 2026Q1: 5,889 shares; 2026Q2: 4,341 shares 4,341 $636K 0.12% -1,548 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,882 shares; 2024Q4: 4,990 shares; 2025Q1: 4,992 shares; 2025Q2: 5,246 shares; 2025Q3: 5,749 shares; 2025Q4: 5,850 shares; 2026Q1: 6,425 shares; 2026Q2: 6,021 shares 6,021 $626K 0.12% -404 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: not reported; 2025Q1: 10,297 shares; 2025Q2: 10,135 shares; 2025Q3: 11,896 shares; 2025Q4: 11,906 shares; 2026Q1: 11,276 shares; 2026Q2: 10,801 shares 10,801 $615K 0.11% -475 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: 44,880 shares; 2024Q4: 38,799 shares; 2025Q1: 36,089 shares; 2025Q2: 36,511 shares; 2025Q3: 31,776 shares; 2025Q4: 31,490 shares; 2026Q1: 29,206 shares; 2026Q2: 28,660 shares 28,660 $593K 0.11% -546 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: 2,151 shares; 2024Q4: 1,805 shares; 2025Q1: 1,519 shares; 2025Q2: 1,509 shares; 2025Q3: 1,438 shares; 2025Q4: 1,376 shares; 2026Q1: 1,390 shares; 2026Q2: 1,591 shares 1,591 $586K 0.11% +201 Timeline SPSM 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: 11,673 shares; 2024Q4: 11,119 shares; 2025Q1: 10,511 shares; 2025Q2: 10,504 shares; 2025Q3: 10,311 shares; 2025Q4: 10,196 shares; 2026Q1: 9,989 shares; 2026Q2: 10,074 shares 10,074 $581K 0.11% +85 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: 23,509 shares; 2024Q4: 25,728 shares; 2025Q1: 25,245 shares; 2025Q2: 26,237 shares; 2025Q3: 30,962 shares; 2025Q4: 30,874 shares; 2026Q1: 30,222 shares; 2026Q2: 30,266 shares 30,266 $579K 0.11% +44 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: 3,091 shares; 2024Q4: 3,434 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,213 shares; 2026Q1: 3,438 shares; 2026Q2: 3,415 shares 3,415 $577K 0.11% -23 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares; 2026Q2: 2,749 shares 2,749 $567K 0.11% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 1,115 shares; 2025Q4: 1,144 shares; 2026Q1: 1,189 shares; 2026Q2: 1,125 shares 1,125 $559K 0.1% -64 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: 615 shares; 2024Q4: 590 shares; 2025Q1: 580 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 4,648 shares; 2026Q2: 4,657 shares 4,657 $557K 0.1% +9 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: 227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 450 shares 450 $540K 0.1% -28 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: 4,982 shares; 2024Q4: 5,254 shares; 2025Q1: 6,643 shares; 2025Q2: 7,647 shares; 2025Q3: 7,713 shares; 2025Q4: 7,548 shares; 2026Q1: 7,520 shares; 2026Q2: 7,257 shares 7,257 $530K 0.1% -263 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,984 shares; 2025Q1: 4,190 shares; 2025Q2: 4,121 shares; 2025Q3: 3,727 shares; 2025Q4: 3,755 shares; 2026Q1: 10,009 shares; 2026Q2: 4,510 shares 4,510 $530K 0.1% -5,499 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: 11,127 shares; 2024Q4: 15,485 shares; 2025Q1: 15,825 shares; 2025Q2: 16,092 shares; 2025Q3: 15,900 shares; 2025Q4: 16,501 shares; 2026Q1: 16,574 shares; 2026Q2: 16,432 shares 16,432 $525K 0.1% -142 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: 1,454 shares; 2024Q4: 1,428 shares; 2025Q1: 1,341 shares; 2025Q2: 1,199 shares; 2025Q3: 1,103 shares; 2025Q4: 2,485 shares; 2026Q1: 2,398 shares; 2026Q2: 2,538 shares 2,538 $484K 0.09% +140 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: 1,618 shares; 2025Q2: 1,542 shares; 2025Q3: 2,873 shares; 2025Q4: 2,647 shares; 2026Q1: 2,547 shares; 2026Q2: 2,544 shares 2,544 $483K 0.09% -3 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: 2,849 shares; 2025Q1: 3,548 shares; 2025Q2: 3,201 shares; 2025Q3: 3,280 shares; 2025Q4: 3,426 shares; 2026Q1: 3,464 shares; 2026Q2: 3,441 shares 3,441 $482K 0.09% -23 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,592 shares; 2024Q4: 49,618 shares; 2025Q1: 45,144 shares; 2025Q2: 44,071 shares; 2025Q3: 43,274 shares; 2025Q4: 41,099 shares; 2026Q1: 37,165 shares; 2026Q2: 37,173 shares 37,173 $481K 0.09% +8 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: 545 shares; 2024Q4: 583 shares; 2025Q1: 609 shares; 2025Q2: 685 shares; 2025Q3: 719 shares; 2025Q4: 759 shares; 2026Q1: 928 shares; 2026Q2: 886 shares 886 $460K 0.09% -42 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: 1,138 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,153 shares; 2026Q1: not reported; 2026Q2: 1,219 shares 1,219 $451K 0.08% new 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: not reported; 2024Q4: 7,769 shares; 2025Q1: 8,250 shares; 2025Q2: 8,850 shares; 2025Q3: 15,441 shares; 2025Q4: 13,801 shares; 2026Q1: 13,997 shares; 2026Q2: 14,046 shares 14,046 $445K 0.08% +49 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: 5,037 shares; 2024Q4: 5,849 shares; 2025Q1: 6,402 shares; 2025Q2: 6,269 shares; 2025Q3: 994 shares; 2025Q4: 996 shares; 2026Q1: 1,103 shares; 2026Q2: 1,066 shares 1,066 $443K 0.08% -37 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 4,785 shares; 2026Q2: 4,774 shares 4,774 $438K 0.08% -11 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,508 shares; 2025Q3: 1,548 shares; 2025Q4: 1,579 shares; 2026Q1: 2,635 shares; 2026Q2: 1,553 shares 1,553 $437K 0.08% -1,082 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: 1,386 shares; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,371 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,159 shares; 2026Q2: 1,161 shares 1,161 $434K 0.08% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 913 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: not reported; 2026Q2: 869 shares 869 $430K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 1,314 shares; 2026Q1: 1,256 shares; 2026Q2: 1,232 shares 1,232 $420K 0.08% -24 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,109 shares; 2024Q4: 13,413 shares; 2025Q1: 11,909 shares; 2025Q2: 12,754 shares; 2025Q3: 11,813 shares; 2025Q4: 11,817 shares; 2026Q1: 21,427 shares; 2026Q2: 11,290 shares 11,290 $417K 0.08% -10,137 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,119 shares; 2025Q2: 1,134 shares; 2025Q3: 1,143 shares; 2025Q4: 1,174 shares; 2026Q1: 1,003 shares; 2026Q2: 1,300 shares 1,300 $414K 0.08% +297 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: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,052 shares; 2025Q3: 1,086 shares; 2025Q4: 849 shares; 2026Q1: 897 shares; 2026Q2: 840 shares 840 $413K 0.08% -57 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: 3,925 shares; 2024Q4: 3,925 shares; 2025Q1: 4,315 shares; 2025Q2: 4,537 shares; 2025Q3: 4,316 shares; 2025Q4: 4,244 shares; 2026Q1: 4,350 shares; 2026Q2: 4,437 shares 4,437 $390K 0.07% +87 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares; 2026Q2: 4,195 shares 4,195 $373K 0.07% +62 Timeline SPYV 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: 4,079 shares; 2025Q2: 4,129 shares; 2025Q3: 4,254 shares; 2025Q4: 4,681 shares; 2026Q1: 5,719 shares; 2026Q2: 6,073 shares 6,073 $369K 0.07% +354 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: 8,954 shares; 2024Q4: 8,701 shares; 2025Q1: 9,271 shares; 2025Q2: 9,255 shares; 2025Q3: 8,490 shares; 2025Q4: 8,622 shares; 2026Q1: 9,679 shares; 2026Q2: 8,617 shares 8,617 $365K 0.07% -1,062 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 11,118 shares; 2025Q4: 20,375 shares; 2026Q1: 10,375 shares; 2026Q2: 10,375 shares 10,375 $365K 0.07% 0 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,305 shares; 2026Q2: 1,326 shares 1,326 $358K 0.07% +21 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,380 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,675 shares; 2026Q2: 15,380 shares 15,380 $350K 0.07% -295 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: 752 shares; 2024Q4: 488 shares; 2025Q1: 823 shares; 2025Q2: 857 shares; 2025Q3: 692 shares; 2025Q4: 732 shares; 2026Q1: 868 shares; 2026Q2: 823 shares 823 $343K 0.06% -45 Timeline SUB 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: 2,990 shares; 2026Q1: 3,194 shares; 2026Q2: 3,194 shares 3,194 $340K 0.06% 0 Timeline LGLV 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: 2,813 shares; 2024Q4: 2,502 shares; 2025Q1: 2,184 shares; 2025Q2: 2,186 shares; 2025Q3: 2,079 shares; 2025Q4: 2,006 shares; 2026Q1: 1,885 shares; 2026Q2: 1,873 shares 1,873 $340K 0.06% -12 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: 5,282 shares; 2024Q4: 4,485 shares; 2025Q1: 4,536 shares; 2025Q2: 4,838 shares; 2025Q3: 4,340 shares; 2025Q4: 4,414 shares; 2026Q1: 4,830 shares; 2026Q2: 4,516 shares 4,516 $336K 0.06% -314 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: 820 shares; 2026Q1: 919 shares; 2026Q2: 938 shares 938 $331K 0.06% +19 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,008 shares; 2025Q3: 1,932 shares; 2025Q4: 2,045 shares; 2026Q1: 2,455 shares; 2026Q2: 2,395 shares 2,395 $329K 0.06% -60 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: 1,918 shares; 2024Q4: 1,162 shares; 2025Q1: 1,666 shares; 2025Q2: 1,778 shares; 2025Q3: 1,458 shares; 2025Q4: 1,484 shares; 2026Q1: 1,304 shares; 2026Q2: 1,307 shares 1,307 $329K 0.06% +3 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 4,966 shares 4,966 $325K 0.06% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,245 shares; 2025Q4: 2,409 shares; 2026Q1: 2,488 shares; 2026Q2: 2,685 shares 2,685 $319K 0.06% +197 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: 3,097 shares; 2024Q4: 3,176 shares; 2025Q1: 3,256 shares; 2025Q2: 3,427 shares; 2025Q3: 3,444 shares; 2025Q4: 3,609 shares; 2026Q1: 4,083 shares; 2026Q2: 3,637 shares 3,637 $319K 0.06% -446 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: 6,310 shares; 2024Q4: 6,372 shares; 2025Q1: 6,424 shares; 2025Q2: 6,222 shares; 2025Q3: 6,069 shares; 2025Q4: 5,961 shares; 2026Q1: 5,823 shares; 2026Q2: 5,787 shares 5,787 $310K 0.06% -36 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,673 shares; 2024Q4: 13,227 shares; 2025Q1: 13,691 shares; 2025Q2: 14,284 shares; 2025Q3: 14,487 shares; 2025Q4: 14,979 shares; 2026Q1: 14,806 shares; 2026Q2: 2,155 shares 2,155 $310K 0.06% -12,651 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: 1,870 shares; 2024Q4: 1,882 shares; 2025Q1: 1,816 shares; 2025Q2: 1,834 shares; 2025Q3: 1,843 shares; 2025Q4: 1,844 shares; 2026Q1: 1,827 shares; 2026Q2: 1,937 shares 1,937 $306K 0.06% +110 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 32,838 shares; 2026Q2: 32,838 shares 32,838 $302K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: not reported; 2026Q1: 1,153 shares; 2026Q2: 1,149 shares 1,149 $294K 0.05% -4 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: 1,215 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares; 2025Q4: 1,218 shares; 2026Q1: 1,940 shares; 2026Q2: 1,222 shares 1,222 $292K 0.05% -718 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: 2,136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,702 shares; 2026Q1: 1,715 shares; 2026Q2: 1,713 shares 1,713 $291K 0.05% -2 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: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares; 2026Q2: 2,165 shares 2,165 $288K 0.05% -1,351 Timeline SLYG 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: 4,194 shares; 2024Q4: 3,653 shares; 2025Q1: 2,986 shares; 2025Q2: 2,988 shares; 2025Q3: 2,766 shares; 2025Q4: 2,613 shares; 2026Q1: 2,486 shares; 2026Q2: 2,413 shares 2,413 $287K 0.05% -73 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 578 shares; 2025Q1: 427 shares; 2025Q2: 520 shares; 2025Q3: 586 shares; 2025Q4: 616 shares; 2026Q1: 785 shares; 2026Q2: 721 shares 721 $287K 0.05% -64 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,907 shares; 2024Q4: 8,501 shares; 2025Q1: 8,155 shares; 2025Q2: 9,295 shares; 2025Q3: 8,426 shares; 2025Q4: 8,171 shares; 2026Q1: 8,021 shares; 2026Q2: 8,067 shares 8,067 $284K 0.05% +46 Timeline IYR 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: 3,501 shares; 2025Q2: 2,746 shares; 2025Q3: 2,273 shares; 2025Q4: 3,279 shares; 2026Q1: 2,983 shares; 2026Q2: 2,730 shares 2,730 $279K 0.05% -253 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: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 920 shares; 2026Q2: 918 shares 918 $276K 0.05% -2 Timeline XAR 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: 1,496 shares; 2024Q4: 1,382 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,083 shares; 2025Q4: 1,043 shares; 2026Q1: 973 shares; 2026Q2: 956 shares 956 $271K 0.05% -17 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: 3,275 shares; 2025Q2: not reported; 2025Q3: 3,049 shares; 2025Q4: 3,169 shares; 2026Q1: 3,360 shares; 2026Q2: 3,448 shares 3,448 $261K 0.05% +88 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: 1,277 shares; 2025Q2: 1,338 shares; 2025Q3: 1,410 shares; 2025Q4: 1,417 shares; 2026Q1: 1,444 shares; 2026Q2: 1,426 shares 1,426 $260K 0.05% -18 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 5,442 shares; 2025Q1: 5,840 shares; 2025Q2: 6,079 shares; 2025Q3: 6,132 shares; 2025Q4: 837 shares; 2026Q1: 779 shares; 2026Q2: 767 shares 767 $259K 0.05% -12 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,008 shares; 2026Q1: 7,871 shares; 2026Q2: 6,983 shares 6,983 $257K 0.05% -888 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,990 shares; 2026Q2: 2,773 shares 2,773 $256K 0.05% -217 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 3,396 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 2,191 shares; 2026Q2: 2,191 shares 2,191 $256K 0.05% 0 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: 2,744 shares; 2025Q3: 2,813 shares; 2025Q4: 2,948 shares; 2026Q1: 3,751 shares; 2026Q2: 3,519 shares 3,519 $254K 0.05% -232 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: 28,138 shares; 2026Q2: 4,982 shares 4,982 $253K 0.05% -23,156 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares; 2026Q2: 518 shares 518 $248K 0.05% -5 Timeline MUB 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: 2,277 shares; 2026Q1: 2,273 shares; 2026Q2: 2,277 shares 2,277 $245K 0.05% +4 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: 3,367 shares; 2024Q4: 3,074 shares; 2025Q1: 2,474 shares; 2025Q2: 2,389 shares; 2025Q3: 1,940 shares; 2025Q4: 1,931 shares; 2026Q1: 1,603 shares; 2026Q2: 1,526 shares 1,526 $242K 0.05% -77 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: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,406 shares; 2026Q2: 1,403 shares 1,403 $242K 0.05% -3 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 1,205 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares 1,031 $240K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $239K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,110 shares; 2026Q2: 1,102 shares 1,102 $239K 0.04% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 2,635 shares; 2026Q1: 3,520 shares; 2026Q2: 3,325 shares 3,325 $237K 0.04% -195 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,898 shares; 2024Q4: 21,173 shares; 2025Q1: 21,173 shares; 2025Q2: 20,211 shares; 2025Q3: 19,451 shares; 2025Q4: 16,668 shares; 2026Q1: 21,981 shares; 2026Q2: 21,734 shares 21,734 $237K 0.04% -247 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: 542 shares; 2025Q3: 566 shares; 2025Q4: 636 shares; 2026Q1: 849 shares; 2026Q2: 751 shares 751 $237K 0.04% -98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 509 shares; 2026Q2: 470 shares 470 $236K 0.04% -39 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: 2,533 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 3,395 shares; 2026Q2: 2,412 shares 2,412 $234K 0.04% -983 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: 4,052 shares; 2026Q1: 4,053 shares; 2026Q2: 4,055 shares 4,055 $228K 0.04% +2 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: 1,053 shares; 2024Q4: 1,043 shares; 2025Q1: 1,101 shares; 2025Q2: 1,095 shares; 2025Q3: 1,096 shares; 2025Q4: 1,262 shares; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $222K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 701 shares; 2026Q1: 705 shares; 2026Q2: 702 shares 702 $221K 0.04% -3 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: not reported; 2024Q4: not reported; 2025Q1: 2,618 shares; 2025Q2: 2,758 shares; 2025Q3: 3,109 shares; 2025Q4: 7,240 shares; 2026Q1: 2,735 shares; 2026Q2: 2,647 shares 2,647 $217K 0.04% -88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 509 shares 509 $217K 0.04% -4 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,050 shares 4,050 $215K 0.04% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares; 2026Q2: 4,410 shares 4,410 $214K 0.04% 0 Timeline BIL 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: 6,768 shares; 2024Q4: 5,389 shares; 2025Q1: 3,138 shares; 2025Q2: 2,998 shares; 2025Q3: 2,858 shares; 2025Q4: 2,810 shares; 2026Q1: 2,737 shares; 2026Q2: 2,324 shares 2,324 $213K 0.04% -413 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: not reported; 2026Q1: 6,999 shares; 2026Q2: 6,999 shares 6,999 $212K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,474 shares; 2026Q2: 3,992 shares 3,992 $212K 0.04% +518 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC 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: 1,661 shares; 2026Q2: 1,657 shares 1,657 $211K 0.04% -4 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,050 shares 3,050 $209K 0.04% 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: 2,441 shares; 2024Q4: 1,812 shares; 2025Q1: 2,587 shares; 2025Q2: 2,588 shares; 2025Q3: 2,271 shares; 2025Q4: 2,297 shares; 2026Q1: 2,415 shares; 2026Q2: 2,289 shares 2,289 $208K 0.04% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares; 2026Q2: 1,215 shares 1,215 $207K 0.04% -90 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,409 shares; 2024Q4: 17,515 shares; 2025Q1: 17,023 shares; 2025Q2: 17,085 shares; 2025Q3: 15,905 shares; 2025Q4: 15,935 shares; 2026Q1: 15,977 shares; 2026Q2: 15,999 shares 15,999 $206K 0.04% +22 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: 1,054 shares; 2024Q4: 1,055 shares; 2025Q1: 1,014 shares; 2025Q2: 915 shares; 2025Q3: not reported; 2025Q4: 1,036 shares; 2026Q1: 988 shares; 2026Q2: 905 shares 905 $202K 0.04% -83 Timeline S&P GLOBAL INC 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: not reported; 2026Q2: 492 shares 492 $200K 0.04% new MDIV 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: 13,955 shares; 2024Q4: 19,305 shares; 2025Q1: 19,305 shares; 2025Q2: 17,898 shares; 2025Q3: 17,805 shares; 2025Q4: 15,805 shares; 2026Q1: 15,805 shares; 2026Q2: 11,302 shares 11,302 $187K 0.03% -4,503 Timeline AGD ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,608 shares; 2024Q4: 14,809 shares; 2025Q1: 14,894 shares; 2025Q2: 14,956 shares; 2025Q3: 13,026 shares; 2025Q4: 13,028 shares; 2026Q1: 13,035 shares; 2026Q2: 13,037 shares 13,037 $158K 0.03% +2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,277 shares; 2024Q4: 12,511 shares; 2025Q1: 10,599 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,949 shares; 2026Q2: 10,923 shares 10,923 $152K 0.03% -1,026 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: 10,718 shares; 2025Q4: 11,718 shares; 2026Q1: 11,594 shares; 2026Q2: 12,140 shares 12,140 $135K 0.03% +546 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,473 shares; 2025Q3: 11,473 shares; 2025Q4: 11,473 shares; 2026Q1: 10,415 shares; 2026Q2: 10,415 shares 10,415 $52K 0.01% 0 Timeline SEV APTERA MOTORS CORP More: the full row for APTERA MOTORS 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: 10,229 shares 10,229 $25.1K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 19,675 shares; 2026Q1: 19,925 shares; 2026Q2: 19,675 shares 19,675 $13.4K <0.01% -250 Timeline