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: 1,051,705 shares; 2024Q4: 1,059,206 shares; 2025Q1: 1,058,542 shares; 2025Q2: 1,043,125 shares; 2025Q3: 1,042,142 shares; 2025Q4: 1,060,389 shares; 2026Q1: 1,058,545 shares; 2026Q2: 1,060,369 shares 1,060,369 $183M 11.13% +1,824 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247,421 shares; 2025Q3: 2,353,536 shares; 2025Q4: 2,412,945 shares; 2026Q1: 2,507,224 shares; 2026Q2: 2,648,509 shares 2,648,509 $154M 9.4% +141,285 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: 1,638,506 shares; 2024Q4: 1,645,373 shares; 2025Q1: 1,620,072 shares; 2025Q2: 1,630,713 shares; 2025Q3: 1,651,542 shares; 2025Q4: 1,668,107 shares; 2026Q1: 1,686,924 shares; 2026Q2: 1,710,162 shares 1,710,162 $154M 9.39% +23,238 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,979 shares; 2024Q4: 810,750 shares; 2025Q1: 801,096 shares; 2025Q2: 811,380 shares; 2025Q3: 817,660 shares; 2025Q4: 829,135 shares; 2026Q1: 852,009 shares; 2026Q2: 870,472 shares 870,472 $124M 7.53% +18,463 Timeline QUS 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: 508,441 shares; 2024Q4: 514,603 shares; 2025Q1: 517,290 shares; 2025Q2: 519,412 shares; 2025Q3: 523,978 shares; 2025Q4: 527,047 shares; 2026Q1: 541,590 shares; 2026Q2: 560,714 shares 560,714 $105M 6.38% +19,124 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: 583,753 shares; 2024Q4: 583,516 shares; 2025Q1: 603,594 shares; 2025Q2: 616,184 shares; 2025Q3: 631,116 shares; 2025Q4: 640,814 shares; 2026Q1: 672,286 shares; 2026Q2: 681,430 shares 681,430 $70.8M 4.32% +9,144 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: 222,415 shares; 2024Q4: 223,224 shares; 2025Q1: 216,111 shares; 2025Q2: 218,065 shares; 2025Q3: 220,068 shares; 2025Q4: 223,378 shares; 2026Q1: 231,927 shares; 2026Q2: 232,048 shares 232,048 $67.1M 4.09% +121 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: 102,228 shares; 2024Q4: 101,114 shares; 2025Q1: 106,863 shares; 2025Q2: 115,803 shares; 2025Q3: 116,424 shares; 2025Q4: 115,251 shares; 2026Q1: 111,699 shares; 2026Q2: 109,129 shares 109,129 $54.6M 3.33% -2,570 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: 247,405 shares; 2024Q4: 249,891 shares; 2025Q1: 252,209 shares; 2025Q2: 53,416 shares; 2025Q3: 53,170 shares; 2025Q4: 52,936 shares; 2026Q1: 52,475 shares; 2026Q2: 50,917 shares 50,917 $38.1M 2.32% -1,558 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: 54,967 shares; 2024Q4: 52,443 shares; 2025Q1: 51,873 shares; 2025Q2: 51,400 shares; 2025Q3: 52,300 shares; 2025Q4: 51,121 shares; 2026Q1: 50,477 shares; 2026Q2: 49,474 shares 49,474 $35.8M 2.18% -1,003 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,228 shares; 2024Q4: 851,430 shares; 2025Q1: 865,230 shares; 2025Q2: 893,734 shares; 2025Q3: 923,914 shares; 2025Q4: 950,367 shares; 2026Q1: 566,250 shares; 2026Q2: 563,677 shares 563,677 $35.1M 2.14% -2,573 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: 145,698 shares; 2024Q4: 145,461 shares; 2025Q1: 139,397 shares; 2025Q2: 134,533 shares; 2025Q3: 151,400 shares; 2025Q4: 166,029 shares; 2026Q1: 170,328 shares; 2026Q2: 173,160 shares 173,160 $34.6M 2.11% +2,832 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: 52,789 shares; 2024Q4: 54,642 shares; 2025Q1: 58,047 shares; 2025Q2: 58,900 shares; 2025Q3: 59,637 shares; 2025Q4: 49,189 shares; 2026Q1: 48,728 shares; 2026Q2: 47,675 shares 47,675 $27.7M 1.69% -1,053 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: 95,460 shares; 2024Q4: 96,820 shares; 2025Q1: 95,516 shares; 2025Q2: 98,858 shares; 2025Q3: 103,326 shares; 2025Q4: 104,800 shares; 2026Q1: 106,034 shares; 2026Q2: 105,222 shares 105,222 $25.1M 1.53% -812 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: 69,938 shares; 2024Q4: 74,592 shares; 2025Q1: 73,296 shares; 2025Q2: 74,310 shares; 2025Q3: 74,593 shares; 2025Q4: 72,990 shares; 2026Q1: 71,106 shares; 2026Q2: 70,722 shares 70,722 $25M 1.52% -384 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: 67,962 shares; 2024Q4: 67,312 shares; 2025Q1: 65,440 shares; 2025Q2: 64,461 shares; 2025Q3: 65,063 shares; 2025Q4: 61,520 shares; 2026Q1: 60,905 shares; 2026Q2: 61,296 shares 61,296 $22.9M 1.39% +391 Timeline SCHQ 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: 635,242 shares; 2024Q4: 274,564 shares; 2025Q1: 294,277 shares; 2025Q2: 333,091 shares; 2025Q3: 418,134 shares; 2025Q4: 477,113 shares; 2026Q1: 540,812 shares; 2026Q2: 621,809 shares 621,809 $19.5M 1.19% +80,997 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: 220,902 shares; 2024Q4: 226,778 shares; 2025Q1: 243,764 shares; 2025Q2: 260,457 shares; 2025Q3: 273,949 shares; 2025Q4: 295,839 shares; 2026Q1: 286,475 shares; 2026Q2: 298,098 shares 298,098 $16.8M 1.03% +11,623 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: 22,485 shares; 2024Q4: 21,901 shares; 2025Q1: 20,674 shares; 2025Q2: 19,767 shares; 2025Q3: 19,749 shares; 2025Q4: 20,567 shares; 2026Q1: 20,798 shares; 2026Q2: 22,501 shares 22,501 $16.8M 1.02% +1,703 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: 73,978 shares; 2024Q4: 73,541 shares; 2025Q1: 73,068 shares; 2025Q2: 72,375 shares; 2025Q3: 72,677 shares; 2025Q4: 70,989 shares; 2026Q1: 69,847 shares; 2026Q2: 69,335 shares 69,335 $13.2M 0.8% -512 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: 117,677 shares; 2024Q4: 114,700 shares; 2025Q1: 113,277 shares; 2025Q2: 113,841 shares; 2025Q3: 117,119 shares; 2025Q4: 109,619 shares; 2026Q1: 108,773 shares; 2026Q2: 111,028 shares 111,028 $12.6M 0.77% +2,255 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: 16,836 shares; 2024Q4: 33,561 shares; 2025Q1: 33,632 shares; 2025Q2: 34,188 shares; 2025Q3: 35,435 shares; 2025Q4: 34,645 shares; 2026Q1: 35,667 shares; 2026Q2: 34,942 shares 34,942 $11.9M 0.73% -725 Timeline FDIF 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: 189,092 shares; 2024Q4: 192,555 shares; 2025Q1: 183,484 shares; 2025Q2: 194,170 shares; 2025Q3: 211,653 shares; 2025Q4: 219,730 shares; 2026Q1: 232,738 shares; 2026Q2: 254,195 shares 254,195 $10.3M 0.63% +21,457 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: 19,224 shares; 2024Q4: 21,601 shares; 2025Q1: 21,403 shares; 2025Q2: 22,027 shares; 2025Q3: 22,455 shares; 2025Q4: 22,914 shares; 2026Q1: 23,136 shares; 2026Q2: 24,052 shares 24,052 $8.6M 0.52% +916 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,838 shares; 2024Q4: 175,540 shares; 2025Q1: 175,216 shares; 2025Q2: 177,537 shares; 2025Q3: 178,191 shares; 2025Q4: 178,769 shares; 2026Q1: 179,362 shares; 2026Q2: 177,477 shares 177,477 $8.44M 0.51% -1,885 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: 21,761 shares; 2024Q4: 21,624 shares; 2025Q1: 21,497 shares; 2025Q2: 21,287 shares; 2025Q3: 21,735 shares; 2025Q4: 22,156 shares; 2026Q1: 21,914 shares; 2026Q2: 22,188 shares 22,188 $7.61M 0.46% +274 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: 95,474 shares; 2024Q4: 363,311 shares; 2025Q1: 314,216 shares; 2025Q2: 273,536 shares; 2025Q3: 257,404 shares; 2025Q4: 258,348 shares; 2026Q1: 259,562 shares; 2026Q2: 257,317 shares 257,317 $7.57M 0.46% -2,245 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: 15,695 shares; 2024Q4: 15,629 shares; 2025Q1: 16,897 shares; 2025Q2: 17,253 shares; 2025Q3: 15,992 shares; 2025Q4: 16,390 shares; 2026Q1: 16,603 shares; 2026Q2: 19,141 shares 19,141 $7.23M 0.44% +2,538 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: 97,755 shares; 2024Q4: 96,528 shares; 2025Q1: 95,919 shares; 2025Q2: 97,860 shares; 2025Q3: 165,444 shares; 2025Q4: 170,521 shares; 2026Q1: 167,786 shares; 2026Q2: 166,299 shares 166,299 $7.04M 0.43% -1,487 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,019 shares; 2024Q4: 64,925 shares; 2025Q1: 65,750 shares; 2025Q2: 67,285 shares; 2025Q3: 68,223 shares; 2025Q4: 67,994 shares; 2026Q1: 67,509 shares; 2026Q2: 66,641 shares 66,641 $6.93M 0.42% -868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 1,006 shares; 2025Q4: 2,136 shares; 2026Q1: 2,109 shares; 2026Q2: 16,224 shares 16,224 $6.45M 0.39% +14,115 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,503 shares; 2024Q4: 444,118 shares; 2025Q1: 462,399 shares; 2025Q2: 477,010 shares; 2025Q3: 365,144 shares; 2025Q4: 364,892 shares; 2026Q1: 352,188 shares; 2026Q2: 342,928 shares 342,928 $6.35M 0.39% -9,260 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: 11,205 shares; 2024Q4: 10,779 shares; 2025Q1: 10,906 shares; 2025Q2: 10,675 shares; 2025Q3: 10,749 shares; 2025Q4: 8,313 shares; 2026Q1: 8,391 shares; 2026Q2: 8,271 shares 8,271 $6.09M 0.37% -120 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: 23,008 shares; 2024Q4: 22,438 shares; 2025Q1: 21,959 shares; 2025Q2: 21,988 shares; 2025Q3: 21,958 shares; 2025Q4: 21,287 shares; 2026Q1: 20,008 shares; 2026Q2: 18,172 shares 18,172 $6.08M 0.37% -1,836 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,415 shares; 2025Q3: 110,360 shares; 2025Q4: 116,017 shares; 2026Q1: 119,774 shares; 2026Q2: 121,108 shares 121,108 $5.81M 0.35% +1,334 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: 15,455 shares; 2024Q4: 15,171 shares; 2025Q1: 15,249 shares; 2025Q2: 14,718 shares; 2025Q3: 15,195 shares; 2025Q4: 16,060 shares; 2026Q1: 18,458 shares; 2026Q2: 17,677 shares 17,677 $5.79M 0.35% -781 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: 11,020 shares; 2024Q4: 10,861 shares; 2025Q1: 10,606 shares; 2025Q2: 10,495 shares; 2025Q3: 10,316 shares; 2025Q4: 10,262 shares; 2026Q1: 9,978 shares; 2026Q2: 10,244 shares 10,244 $5.77M 0.35% +266 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218,387 shares; 2025Q1: 225,894 shares; 2025Q2: 242,577 shares; 2025Q3: 248,314 shares; 2025Q4: 237,386 shares; 2026Q1: 232,861 shares; 2026Q2: 231,526 shares 231,526 $5.49M 0.33% -1,335 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: 11,255 shares; 2024Q4: 11,263 shares; 2025Q1: 12,870 shares; 2025Q2: 11,287 shares; 2025Q3: 11,354 shares; 2025Q4: 11,695 shares; 2026Q1: 11,928 shares; 2026Q2: 12,775 shares 12,775 $5.37M 0.33% +847 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,987 shares; 2025Q1: 5,192 shares; 2025Q2: 5,375 shares; 2025Q3: 5,456 shares; 2025Q4: 5,659 shares; 2026Q1: 5,542 shares; 2026Q2: 5,476 shares 5,476 $5.27M 0.32% -66 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: 5,580 shares; 2024Q4: 5,636 shares; 2025Q1: 5,984 shares; 2025Q2: 6,229 shares; 2025Q3: 6,523 shares; 2025Q4: 6,605 shares; 2026Q1: 6,962 shares; 2026Q2: 7,417 shares 7,417 $5.09M 0.31% +455 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: 6,160 shares; 2024Q4: 6,087 shares; 2025Q1: 6,412 shares; 2025Q2: 9,337 shares; 2025Q3: 9,697 shares; 2025Q4: 9,735 shares; 2026Q1: 9,712 shares; 2026Q2: 9,852 shares 9,852 $4.94M 0.3% +140 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,398 shares; 2024Q4: 91,646 shares; 2025Q1: 100,960 shares; 2025Q2: 103,012 shares; 2025Q3: 108,207 shares; 2025Q4: 99,792 shares; 2026Q1: 101,103 shares; 2026Q2: 97,284 shares 97,284 $4.52M 0.28% -3,819 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,138 shares; 2025Q1: 1,143 shares; 2025Q2: 1,140 shares; 2025Q3: 1,287 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 14,580 shares 14,580 $4.4M 0.27% +13,129 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: 3,410 shares; 2024Q4: 3,372 shares; 2025Q1: 3,368 shares; 2025Q2: 3,314 shares; 2025Q3: 3,370 shares; 2025Q4: 3,425 shares; 2026Q1: 4,558 shares; 2026Q2: 4,690 shares 4,690 $4.39M 0.27% +132 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,351 shares; 2024Q4: 58,041 shares; 2025Q1: 54,141 shares; 2025Q2: 52,344 shares; 2025Q3: 53,118 shares; 2025Q4: 49,323 shares; 2026Q1: 50,298 shares; 2026Q2: 48,072 shares 48,072 $4.36M 0.27% -2,226 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,473 shares; 2024Q4: 44,621 shares; 2025Q1: 40,302 shares; 2025Q2: 40,531 shares; 2025Q3: 41,789 shares; 2025Q4: 41,965 shares; 2026Q1: 45,090 shares; 2026Q2: 47,580 shares 47,580 $4.28M 0.26% +2,490 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: 2,990 shares; 2024Q4: 2,945 shares; 2025Q1: 2,955 shares; 2025Q2: 2,909 shares; 2025Q3: 2,975 shares; 2025Q4: 2,926 shares; 2026Q1: 3,075 shares; 2026Q2: 3,421 shares 3,421 $4.1M 0.25% +346 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: 23,348 shares; 2024Q4: 22,965 shares; 2025Q1: 22,969 shares; 2025Q2: 23,160 shares; 2025Q3: 24,981 shares; 2025Q4: 26,272 shares; 2026Q1: 27,040 shares; 2026Q2: 25,409 shares 25,409 $3.98M 0.24% -1,631 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 4,694 shares; 2025Q1: 4,026 shares; 2025Q2: 4,026 shares; 2025Q3: 4,085 shares; 2025Q4: 4,085 shares; 2026Q1: 4,097 shares; 2026Q2: 4,101 shares 4,101 $3.96M 0.24% +4 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: 2,424 shares; 2024Q4: 9,969 shares; 2025Q1: 7,228 shares; 2025Q2: 7,491 shares; 2025Q3: 8,192 shares; 2025Q4: 8,379 shares; 2026Q1: 8,099 shares; 2026Q2: 10,639 shares 10,639 $3.94M 0.24% +2,540 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,624 shares; 2024Q4: 13,466 shares; 2025Q1: 12,895 shares; 2025Q2: 12,514 shares; 2025Q3: 12,633 shares; 2025Q4: 13,902 shares; 2026Q1: 13,499 shares; 2026Q2: 14,871 shares 14,871 $3.78M 0.23% +1,372 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: 14,415 shares; 2024Q4: 13,746 shares; 2025Q1: 13,431 shares; 2025Q2: 10,131 shares; 2025Q3: 10,222 shares; 2025Q4: 11,302 shares; 2026Q1: 10,333 shares; 2026Q2: 9,916 shares 9,916 $3.65M 0.22% -417 Timeline TLT 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: 121,937 shares; 2025Q1: 120,064 shares; 2025Q2: 108,828 shares; 2025Q3: 85,163 shares; 2025Q4: 76,226 shares; 2026Q1: 62,754 shares; 2026Q2: 42,033 shares 42,033 $3.63M 0.22% -20,721 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,074 shares 15,074 $3.38M 0.21% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,074 shares 15,074 $3.33M 0.2% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 11,250 shares; 2025Q1: 13,778 shares; 2025Q2: 13,802 shares; 2025Q3: 16,614 shares; 2025Q4: 16,365 shares; 2026Q1: 16,928 shares; 2026Q2: 16,038 shares 16,038 $3.29M 0.2% -890 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,577 shares; 2024Q4: 37,362 shares; 2025Q1: 38,540 shares; 2025Q2: 38,551 shares; 2025Q3: 45,551 shares; 2025Q4: 49,553 shares; 2026Q1: 56,915 shares; 2026Q2: 63,247 shares 63,247 $3.23M 0.2% +6,332 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: 18,856 shares; 2024Q4: 20,938 shares; 2025Q1: 21,000 shares; 2025Q2: 20,356 shares; 2025Q3: 20,685 shares; 2025Q4: 22,655 shares; 2026Q1: 21,624 shares; 2026Q2: 22,671 shares 22,671 $3.1M 0.19% +1,047 Timeline SPTM 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: 37,607 shares; 2024Q4: 37,209 shares; 2025Q1: 32,785 shares; 2025Q2: 31,434 shares; 2025Q3: 31,434 shares; 2025Q4: 31,434 shares; 2026Q1: 31,434 shares; 2026Q2: 31,434 shares 31,434 $2.85M 0.17% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,275 shares; 2024Q4: 82,301 shares; 2025Q1: 82,301 shares; 2025Q2: 82,301 shares; 2025Q3: 86,646 shares; 2025Q4: 92,854 shares; 2026Q1: 91,368 shares; 2026Q2: 82,776 shares 82,776 $2.84M 0.17% -8,592 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: 2,901 shares; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: 3,131 shares; 2026Q1: 3,291 shares; 2026Q2: 2,414 shares 2,414 $2.79M 0.17% -877 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 4,081 shares; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 4,025 shares; 2025Q4: 4,296 shares; 2026Q1: 4,039 shares; 2026Q2: 4,048 shares 4,048 $2.59M 0.16% +9 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: not reported; 2025Q4: 49,340 shares; 2026Q1: 49,340 shares; 2026Q2: 49,340 shares 49,340 $2.48M 0.15% 0 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: 18,299 shares; 2024Q4: 17,801 shares; 2025Q1: 16,382 shares; 2025Q2: 15,393 shares; 2025Q3: 15,380 shares; 2025Q4: 15,354 shares; 2026Q1: 15,326 shares; 2026Q2: 15,514 shares 15,514 $2.46M 0.15% +188 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: 2,005 shares; 2025Q4: 7,839 shares; 2026Q1: 8,151 shares; 2026Q2: 8,044 shares 8,044 $2.44M 0.15% -107 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 138,620 shares; 2025Q1: 256,815 shares; 2025Q2: 258,445 shares; 2025Q3: 259,345 shares; 2025Q4: 238,045 shares; 2026Q1: 208,725 shares; 2026Q2: 159,722 shares 159,722 $2.41M 0.15% -49,003 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: 4,140 shares; 2024Q4: 3,520 shares; 2025Q1: 3,422 shares; 2025Q2: 3,422 shares; 2025Q3: 4,217 shares; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares; 2026Q2: 3,676 shares 3,676 $2.41M 0.15% -579 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,247 shares; 2024Q4: 9,264 shares; 2025Q1: 8,264 shares; 2025Q2: 8,270 shares; 2025Q3: 8,269 shares; 2025Q4: 8,269 shares; 2026Q1: 7,269 shares; 2026Q2: 7,291 shares 7,291 $2.41M 0.15% +22 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161,338 shares; 2025Q2: 164,381 shares; 2025Q3: 6,837 shares; 2025Q4: 14,868 shares; 2026Q1: 15,374 shares; 2026Q2: 23,359 shares 23,359 $2.35M 0.14% +7,985 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: 91,533 shares; 2024Q4: 89,539 shares; 2025Q1: 92,261 shares; 2025Q2: 23,859 shares; 2025Q3: 23,220 shares; 2025Q4: 21,145 shares; 2026Q1: 21,643 shares; 2026Q2: 19,235 shares 19,235 $2.26M 0.14% -2,408 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.14% 0 Timeline DIVO 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: 26,332 shares; 2024Q4: 27,962 shares; 2025Q1: 27,962 shares; 2025Q2: 27,962 shares; 2025Q3: 29,070 shares; 2025Q4: 49,950 shares; 2026Q1: 49,950 shares; 2026Q2: 47,220 shares 47,220 $2.16M 0.13% -2,730 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: 51,281 shares; 2024Q4: 38,521 shares; 2025Q1: 15,472 shares; 2025Q2: 15,316 shares; 2025Q3: 13,679 shares; 2025Q4: 16,926 shares; 2026Q1: 17,871 shares; 2026Q2: 18,278 shares 18,278 $2.13M 0.13% +407 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 3,583 shares; 2025Q4: 3,940 shares; 2026Q1: 4,272 shares; 2026Q2: 17,087 shares 17,087 $2.12M 0.13% +12,815 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: 1,458 shares; 2024Q4: 1,461 shares; 2025Q1: 1,736 shares; 2025Q2: 1,501 shares; 2025Q3: 1,528 shares; 2025Q4: 1,580 shares; 2026Q1: 1,829 shares; 2026Q2: 1,922 shares 1,922 $2.05M 0.12% +93 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,161 shares; 2024Q4: 2,657 shares; 2025Q1: 2,658 shares; 2025Q2: 2,657 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 2,630 shares 2,630 $1.99M 0.12% +5 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,784 shares; 2025Q4: 16,439 shares; 2026Q1: 16,439 shares; 2026Q2: 16,439 shares 16,439 $1.96M 0.12% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,518 shares; 2025Q2: 38,248 shares; 2025Q3: 38,498 shares; 2025Q4: 36,748 shares; 2026Q1: 33,078 shares; 2026Q2: 26,362 shares 26,362 $1.88M 0.11% -6,716 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,622 shares; 2025Q4: 5,601 shares; 2026Q1: 3,833 shares; 2026Q2: 4,354 shares 4,354 $1.88M 0.11% +521 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,998 shares; 2024Q4: 10,988 shares; 2025Q1: 11,398 shares; 2025Q2: 11,877 shares; 2025Q3: 14,294 shares; 2025Q4: 15,432 shares; 2026Q1: 16,050 shares; 2026Q2: 16,379 shares 16,379 $1.87M 0.11% +329 Timeline PSUS PERSHING SQUARE USA LTD More: the full row for PERSHING SQUARE USA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,445 shares 49,445 $1.85M 0.11% new 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: 7,745 shares; 2024Q4: 7,649 shares; 2025Q1: 7,538 shares; 2025Q2: 4,633 shares; 2025Q3: 4,555 shares; 2025Q4: 4,162 shares; 2026Q1: 3,821 shares; 2026Q2: 3,659 shares 3,659 $1.82M 0.11% -162 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: 5,046 shares; 2024Q4: 4,877 shares; 2025Q1: 4,212 shares; 2025Q2: 4,198 shares; 2025Q3: 4,300 shares; 2025Q4: 4,184 shares; 2026Q1: 4,259 shares; 2026Q2: 4,237 shares 4,237 $1.81M 0.11% -22 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,575 shares; 2024Q4: 50,575 shares; 2025Q1: 50,575 shares; 2025Q2: 49,693 shares; 2025Q3: 49,693 shares; 2025Q4: 47,929 shares; 2026Q1: 47,295 shares; 2026Q2: 42,481 shares 42,481 $1.79M 0.11% -4,814 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,819 shares; 2024Q4: 9,344 shares; 2025Q1: 8,971 shares; 2025Q2: 5,080 shares; 2025Q3: 5,579 shares; 2025Q4: 5,853 shares; 2026Q1: 5,560 shares; 2026Q2: 5,870 shares 5,870 $1.75M 0.11% +310 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: not reported; 2025Q1: 20,350 shares; 2025Q2: 21,881 shares; 2025Q3: 21,883 shares; 2025Q4: 22,900 shares; 2026Q1: 24,129 shares; 2026Q2: 23,725 shares 23,725 $1.7M 0.1% -404 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 11,558 shares; 2025Q3: 33,902 shares; 2025Q4: 39,081 shares; 2026Q1: 33,282 shares; 2026Q2: 33,561 shares 33,561 $1.7M 0.1% +279 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: 5,035 shares; 2024Q4: 4,495 shares; 2025Q1: 4,405 shares; 2025Q2: 4,260 shares; 2025Q3: 4,321 shares; 2025Q4: 4,092 shares; 2026Q1: 4,370 shares; 2026Q2: 4,790 shares 4,790 $1.69M 0.1% +420 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: 10,069 shares; 2025Q1: 7,146 shares; 2025Q2: 6,291 shares; 2025Q3: 8,083 shares; 2025Q4: 8,139 shares; 2026Q1: 11,309 shares; 2026Q2: 11,366 shares 11,366 $1.54M 0.09% +57 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,420 shares; 2024Q4: 234,243 shares; 2025Q1: 242,494 shares; 2025Q2: 310,606 shares; 2025Q3: 310,606 shares; 2025Q4: 310,606 shares; 2026Q1: 310,606 shares; 2026Q2: 337,730 shares 337,730 $1.49M 0.09% +27,124 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,972 shares; 2026Q1: 6,972 shares; 2026Q2: 6,989 shares 6,989 $1.49M 0.09% +17 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,695 shares; 2025Q3: 16,695 shares; 2025Q4: 16,695 shares; 2026Q1: 27,030 shares; 2026Q2: 27,030 shares 27,030 $1.48M 0.09% 0 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: 2,396 shares; 2024Q4: 2,826 shares; 2025Q1: 2,907 shares; 2025Q2: 3,000 shares; 2025Q3: 2,580 shares; 2025Q4: 3,133 shares; 2026Q1: 4,726 shares; 2026Q2: 5,111 shares 5,111 $1.46M 0.09% +385 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: 7,060 shares; 2024Q4: 7,055 shares; 2025Q1: 6,474 shares; 2025Q2: 5,651 shares; 2025Q3: 5,673 shares; 2025Q4: 5,830 shares; 2026Q1: 6,024 shares; 2026Q2: 5,732 shares 5,732 $1.44M 0.09% -292 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,990 shares; 2024Q4: 10,990 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,036 shares; 2025Q4: 11,000 shares; 2026Q1: 11,229 shares; 2026Q2: 11,309 shares 11,309 $1.42M 0.09% +80 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: 1,996 shares; 2024Q4: 1,923 shares; 2025Q1: 2,655 shares; 2025Q2: 2,683 shares; 2025Q3: 1,897 shares; 2025Q4: 20,187 shares; 2026Q1: 21,501 shares; 2026Q2: 19,909 shares 19,909 $1.42M 0.09% -1,592 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: 9,510 shares; 2024Q4: 9,784 shares; 2025Q1: 9,545 shares; 2025Q2: 7,109 shares; 2025Q3: 7,720 shares; 2025Q4: 7,759 shares; 2026Q1: 8,109 shares; 2026Q2: 8,466 shares 8,466 $1.4M 0.09% +357 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: 4,655 shares; 2024Q4: 4,653 shares; 2025Q1: 4,666 shares; 2025Q2: 4,667 shares; 2025Q3: 4,667 shares; 2025Q4: 4,683 shares; 2026Q1: 4,866 shares; 2026Q2: 4,933 shares 4,933 $1.39M 0.08% +67 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: 4,859 shares; 2024Q4: 4,778 shares; 2025Q1: 4,749 shares; 2025Q2: 4,747 shares; 2025Q3: 4,757 shares; 2025Q4: 4,884 shares; 2026Q1: 4,854 shares; 2026Q2: 5,058 shares 5,058 $1.37M 0.08% +204 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,407 shares; 2024Q4: 10,901 shares; 2025Q1: 10,981 shares; 2025Q2: 11,017 shares; 2025Q3: 11,062 shares; 2025Q4: 11,320 shares; 2026Q1: 11,324 shares; 2026Q2: 11,458 shares 11,458 $1.35M 0.08% +134 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: 4,549 shares; 2024Q4: 4,515 shares; 2025Q1: 4,540 shares; 2025Q2: 4,407 shares; 2025Q3: 4,738 shares; 2025Q4: 4,940 shares; 2026Q1: 4,927 shares; 2026Q2: 5,223 shares 5,223 $1.33M 0.08% +296 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 7,069 shares; 2025Q1: 7,463 shares; 2025Q2: 5,815 shares; 2025Q3: 9,570 shares; 2025Q4: 14,205 shares; 2026Q1: 15,031 shares; 2026Q2: 15,108 shares 15,108 $1.31M 0.08% +77 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,220 shares; 2024Q4: 7,237 shares; 2025Q1: 7,299 shares; 2025Q2: 7,292 shares; 2025Q3: 9,614 shares; 2025Q4: 11,148 shares; 2026Q1: 10,998 shares; 2026Q2: 11,054 shares 11,054 $1.31M 0.08% +56 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: 8,392 shares; 2024Q4: 8,389 shares; 2025Q1: 8,392 shares; 2025Q2: 8,316 shares; 2025Q3: 8,498 shares; 2025Q4: 8,520 shares; 2026Q1: 8,386 shares; 2026Q2: 8,737 shares 8,737 $1.28M 0.08% +351 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 813 shares; 2025Q4: 799 shares; 2026Q1: 682 shares; 2026Q2: 1,090 shares 1,090 $1.28M 0.08% +408 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,692 shares; 2024Q4: 6,673 shares; 2025Q1: 6,709 shares; 2025Q2: 6,717 shares; 2025Q3: 6,626 shares; 2025Q4: 6,217 shares; 2026Q1: 6,227 shares; 2026Q2: 6,088 shares 6,088 $1.25M 0.08% -139 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,241 shares; 2025Q1: 2,301 shares; 2025Q2: 2,307 shares; 2025Q3: 2,378 shares; 2025Q4: 2,379 shares; 2026Q1: 2,401 shares; 2026Q2: 3,111 shares 3,111 $1.24M 0.08% +710 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 3,853 shares; 2025Q3: 3,922 shares; 2025Q4: 3,866 shares; 2026Q1: 3,845 shares; 2026Q2: 3,514 shares 3,514 $1.21M 0.07% -331 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: 2,441 shares; 2024Q4: 2,452 shares; 2025Q1: 2,340 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,420 shares; 2026Q1: 2,410 shares; 2026Q2: 2,428 shares 2,428 $1.19M 0.07% +18 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: 1,232 shares; 2025Q2: 1,752 shares; 2025Q3: 2,349 shares; 2025Q4: 2,202 shares; 2026Q1: 2,116 shares; 2026Q2: 2,496 shares 2,496 $1.19M 0.07% +380 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,801 shares; 2024Q4: 8,683 shares; 2025Q1: 8,353 shares; 2025Q2: 7,690 shares; 2025Q3: 7,778 shares; 2025Q4: 7,628 shares; 2026Q1: 7,582 shares; 2026Q2: 7,824 shares 7,824 $1.19M 0.07% +242 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: 4,954 shares; 2024Q4: 5,387 shares; 2025Q1: 5,458 shares; 2025Q2: 5,187 shares; 2025Q3: 5,341 shares; 2025Q4: 5,291 shares; 2026Q1: 5,173 shares; 2026Q2: 5,373 shares 5,373 $1.18M 0.07% +200 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: 4,035 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,514 shares; 2025Q3: 5,423 shares; 2025Q4: 5,423 shares; 2026Q1: 5,423 shares; 2026Q2: 4,840 shares 4,840 $1.17M 0.07% -583 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: 16,044 shares; 2024Q4: 16,044 shares; 2025Q1: 16,825 shares; 2025Q2: 16,008 shares; 2025Q3: 15,722 shares; 2025Q4: 15,835 shares; 2026Q1: 15,128 shares; 2026Q2: 15,160 shares 15,160 $1.13M 0.07% +32 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: 2,014 shares; 2024Q4: 2,123 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,640 shares; 2025Q4: 4,493 shares; 2026Q1: 4,523 shares; 2026Q2: 4,755 shares 4,755 $1.13M 0.07% +232 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,021 shares; 2025Q4: 4,746 shares; 2026Q1: 4,973 shares; 2026Q2: 5,335 shares 5,335 $1.12M 0.07% +362 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,673 shares; 2024Q4: 31,014 shares; 2025Q1: 51,590 shares; 2025Q2: 51,572 shares; 2025Q3: 51,833 shares; 2025Q4: 22,411 shares; 2026Q1: 21,094 shares; 2026Q2: 21,130 shares 21,130 $1.09M 0.07% +36 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: 3,855 shares; 2025Q1: 3,860 shares; 2025Q2: 3,861 shares; 2025Q3: 3,864 shares; 2025Q4: 3,863 shares; 2026Q1: 3,862 shares; 2026Q2: 3,882 shares 3,882 $1.07M 0.07% +20 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: 5,263 shares; 2024Q4: 5,263 shares; 2025Q1: 5,733 shares; 2025Q2: 5,506 shares; 2025Q3: 5,492 shares; 2025Q4: 5,706 shares; 2026Q1: 5,791 shares; 2026Q2: 5,836 shares 5,836 $1.06M 0.06% +45 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: 9,582 shares; 2024Q4: 12,534 shares; 2025Q1: 12,635 shares; 2025Q2: 10,609 shares; 2025Q3: 10,631 shares; 2025Q4: 10,941 shares; 2026Q1: 11,925 shares; 2026Q2: 12,798 shares 12,798 $1.04M 0.06% +873 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,047 shares; 2024Q4: 9,047 shares; 2025Q1: 9,059 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,787 shares; 2026Q1: 8,787 shares; 2026Q2: 9,412 shares 9,412 $1.03M 0.06% +625 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: 496 shares; 2024Q4: 511 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 522 shares; 2025Q4: 539 shares; 2026Q1: 575 shares; 2026Q2: 518 shares 518 $1.03M 0.06% -57 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: 2,037 shares; 2024Q4: 2,040 shares; 2025Q1: 2,088 shares; 2025Q2: 2,094 shares; 2025Q3: 2,191 shares; 2025Q4: 2,423 shares; 2026Q1: 2,578 shares; 2026Q2: 2,710 shares 2,710 $1.01M 0.06% +132 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,592 shares; 2024Q4: 7,592 shares; 2025Q1: 7,592 shares; 2025Q2: 7,592 shares; 2025Q3: 7,592 shares; 2025Q4: 6,362 shares; 2026Q1: 6,362 shares; 2026Q2: 6,362 shares 6,362 $999K 0.06% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 9,868 shares; 2025Q4: 9,883 shares; 2026Q1: 9,895 shares; 2026Q2: 9,910 shares 9,910 $990K 0.06% +15 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,416 shares 2,416 $989K 0.06% new Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,711 shares; 2024Q4: 30,711 shares; 2025Q1: 33,211 shares; 2025Q2: 33,223 shares; 2025Q3: 27,150 shares; 2025Q4: 25,153 shares; 2026Q1: 25,156 shares; 2026Q2: 25,159 shares 25,159 $989K 0.06% +3 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: 4,523 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,738 shares; 2025Q3: 4,815 shares; 2025Q4: 5,035 shares; 2026Q1: 5,111 shares; 2026Q2: 7,111 shares 7,111 $978K 0.06% +2,000 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: not reported; 2025Q2: not reported; 2025Q3: 15,479 shares; 2025Q4: 15,479 shares; 2026Q1: 15,479 shares; 2026Q2: 15,756 shares 15,756 $958K 0.06% +277 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: 2,453 shares; 2024Q4: 2,454 shares; 2025Q1: 1,225 shares; 2025Q2: 1,975 shares; 2025Q3: 2,019 shares; 2025Q4: 4,444 shares; 2026Q1: 4,460 shares; 2026Q2: 4,469 shares 4,469 $951K 0.06% +9 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,328 shares; 2025Q1: 1,487 shares; 2025Q2: 1,511 shares; 2025Q3: 1,525 shares; 2025Q4: 1,384 shares; 2026Q1: 1,435 shares; 2026Q2: 1,490 shares 1,490 $945K 0.06% +55 Timeline HACK 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: 8,381 shares; 2024Q4: 8,381 shares; 2025Q1: 8,381 shares; 2025Q2: 7,673 shares; 2025Q3: 9,941 shares; 2025Q4: 9,941 shares; 2026Q1: 9,605 shares; 2026Q2: 8,920 shares 8,920 $936K 0.06% -685 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,871 shares; 2025Q1: 1,641 shares; 2025Q2: 1,731 shares; 2025Q3: 2,132 shares; 2025Q4: 2,118 shares; 2026Q1: 2,238 shares; 2026Q2: 2,207 shares 2,207 $917K 0.06% -31 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,000 shares; 2024Q4: 367,000 shares; 2025Q1: 411,000 shares; 2025Q2: 275,000 shares; 2025Q3: 300,000 shares; 2025Q4: 450,000 shares; 2026Q1: 690,000 shares; 2026Q2: 750,000 shares 750,000 $915K 0.06% +60,000 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: 2,882 shares; 2024Q4: 2,836 shares; 2025Q1: 2,959 shares; 2025Q2: 3,355 shares; 2025Q3: 3,492 shares; 2025Q4: 3,713 shares; 2026Q1: 4,206 shares; 2026Q2: 4,125 shares 4,125 $893K 0.05% -81 Timeline IVLU 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: 21,083 shares; 2025Q4: 21,083 shares; 2026Q1: 21,083 shares; 2026Q2: 21,083 shares 21,083 $882K 0.05% 0 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: 1,689 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 10,201 shares 10,201 $879K 0.05% +8,488 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,208 shares; 2024Q4: 4,769 shares; 2025Q1: 4,801 shares; 2025Q2: 4,812 shares; 2025Q3: 4,823 shares; 2025Q4: 4,823 shares; 2026Q1: 4,846 shares; 2026Q2: 4,848 shares 4,848 $871K 0.05% +2 Timeline FNDB 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: 9,332 shares; 2024Q4: 27,996 shares; 2025Q1: 27,996 shares; 2025Q2: 27,996 shares; 2025Q3: 27,996 shares; 2025Q4: 27,996 shares; 2026Q1: 27,996 shares; 2026Q2: 27,996 shares 27,996 $853K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 5,637 shares; 2025Q1: 5,637 shares; 2025Q2: 5,637 shares; 2025Q3: 5,637 shares; 2025Q4: 5,637 shares; 2026Q1: 5,707 shares; 2026Q2: 7,643 shares 7,643 $843K 0.05% +1,936 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares; 2026Q2: 3,138 shares 3,138 $841K 0.05% +7 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 727 shares; 2025Q2: 725 shares; 2025Q3: 1,125 shares; 2025Q4: 1,473 shares; 2026Q1: 1,499 shares; 2026Q2: 1,500 shares 1,500 $840K 0.05% +1 Timeline DFUS 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: 10,393 shares; 2024Q4: 10,291 shares; 2025Q1: 10,293 shares; 2025Q2: 10,178 shares; 2025Q3: 10,180 shares; 2025Q4: 10,086 shares; 2026Q1: 10,088 shares; 2026Q2: 10,091 shares 10,091 $827K 0.05% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 938 shares; 2025Q1: 1,315 shares; 2025Q2: 1,240 shares; 2025Q3: 1,239 shares; 2025Q4: 1,219 shares; 2026Q1: 1,208 shares; 2026Q2: 1,127 shares 1,127 $804K 0.05% -81 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 1,482 shares; 2026Q1: 1,452 shares; 2026Q2: 1,519 shares 1,519 $780K 0.05% +67 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,704 shares; 2025Q2: 2,728 shares; 2025Q3: 3,255 shares; 2025Q4: 3,326 shares; 2026Q1: 3,177 shares; 2026Q2: 3,133 shares 3,133 $749K 0.05% -44 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: 798 shares; 2024Q4: 672 shares; 2025Q1: 706 shares; 2025Q2: 723 shares; 2025Q3: 768 shares; 2025Q4: 876 shares; 2026Q1: 822 shares; 2026Q2: 950 shares 950 $725K 0.04% +128 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: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 2,859 shares; 2026Q1: 3,859 shares; 2026Q2: 4,265 shares 4,265 $721K 0.04% +406 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: 58,542 shares; 2024Q4: 6,979 shares; 2025Q1: 6,295 shares; 2025Q2: 6,326 shares; 2025Q3: 6,528 shares; 2025Q4: 8,501 shares; 2026Q1: 8,364 shares; 2026Q2: 7,723 shares 7,723 $713K 0.04% -641 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 4,920 shares; 2025Q4: 7,701 shares; 2026Q1: 7,076 shares; 2026Q2: 7,141 shares 7,141 $711K 0.04% +65 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,299 shares; 2025Q1: 3,344 shares; 2025Q2: 3,289 shares; 2025Q3: 3,328 shares; 2025Q4: 3,253 shares; 2026Q1: 3,110 shares; 2026Q2: 3,117 shares 3,117 $707K 0.04% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,262 shares; 2025Q1: 2,271 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,884 shares 1,884 $682K 0.04% +202 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: 4,143 shares; 2024Q4: 4,494 shares; 2025Q1: 6,901 shares; 2025Q2: 5,080 shares; 2025Q3: 5,777 shares; 2025Q4: 6,460 shares; 2026Q1: 6,579 shares; 2026Q2: 6,981 shares 6,981 $674K 0.04% +402 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: 700 shares; 2024Q4: 710 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 732 shares; 2025Q4: 752 shares; 2026Q1: 782 shares; 2026Q2: 5,597 shares 5,597 $669K 0.04% +4,815 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 3,969 shares; 2025Q1: 4,036 shares; 2025Q2: 3,952 shares; 2025Q3: 3,951 shares; 2025Q4: 3,983 shares; 2026Q1: 3,963 shares; 2026Q2: 4,006 shares 4,006 $668K 0.04% +43 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: 4,705 shares; 2024Q4: 4,705 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 5,395 shares; 2025Q4: 5,309 shares; 2026Q1: 5,108 shares; 2026Q2: 4,682 shares 4,682 $658K 0.04% -426 Timeline SPHD 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: 17,011 shares; 2024Q4: 17,011 shares; 2025Q1: 17,011 shares; 2025Q2: 17,011 shares; 2025Q3: 17,011 shares; 2025Q4: 12,872 shares; 2026Q1: 12,872 shares; 2026Q2: 12,872 shares 12,872 $654K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 1,363 shares; 2025Q1: 1,373 shares; 2025Q2: 1,153 shares; 2025Q3: 1,154 shares; 2025Q4: 1,219 shares; 2026Q1: 1,222 shares; 2026Q2: 1,284 shares 1,284 $654K 0.04% +62 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: 10,363 shares; 2024Q4: 10,501 shares; 2025Q1: 10,718 shares; 2025Q2: 8,413 shares; 2025Q3: 8,429 shares; 2025Q4: 9,272 shares; 2026Q1: 11,237 shares; 2026Q2: 11,455 shares 11,455 $653K 0.04% +218 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: 20,405 shares; 2024Q4: 22,141 shares; 2025Q1: 24,313 shares; 2025Q2: 22,227 shares; 2025Q3: 22,179 shares; 2025Q4: 24,350 shares; 2026Q1: 27,268 shares; 2026Q2: 31,366 shares 31,366 $649K 0.04% +4,098 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: 7,264 shares; 2024Q4: 7,277 shares; 2025Q1: 7,333 shares; 2025Q2: 7,343 shares; 2025Q3: 7,519 shares; 2025Q4: 7,505 shares; 2026Q1: 7,539 shares; 2026Q2: 3,948 shares 3,948 $649K 0.04% -3,591 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: 30,814 shares; 2024Q4: 37,226 shares; 2025Q1: 38,838 shares; 2025Q2: 38,889 shares; 2025Q3: 42,512 shares; 2025Q4: 32,248 shares; 2026Q1: 33,849 shares; 2026Q2: 33,596 shares 33,596 $642K 0.04% -253 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,132 shares; 2024Q4: 7,132 shares; 2025Q1: 6,967 shares; 2025Q2: 6,957 shares; 2025Q3: 6,957 shares; 2025Q4: 6,988 shares; 2026Q1: 6,440 shares; 2026Q2: 6,468 shares 6,468 $636K 0.04% +28 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 551 shares; 2026Q1: 486 shares; 2026Q2: 642 shares 642 $628K 0.04% +156 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 2,314 shares; 2025Q1: 2,331 shares; 2025Q2: 2,327 shares; 2025Q3: 2,296 shares; 2025Q4: 2,279 shares; 2026Q1: 2,287 shares; 2026Q2: 2,299 shares 2,299 $625K 0.04% +12 Timeline SCHA 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: 6,537 shares; 2024Q4: 13,154 shares; 2025Q1: 13,243 shares; 2025Q2: 13,309 shares; 2025Q3: 13,350 shares; 2025Q4: 13,408 shares; 2026Q1: 13,425 shares; 2026Q2: 17,204 shares 17,204 $622K 0.04% +3,779 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,637 shares 3,637 $621K 0.04% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,675 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,675 shares; 2026Q1: 7,675 shares; 2026Q2: 7,675 shares 7,675 $616K 0.04% 0 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 14,882 shares; 2026Q1: 9,792 shares; 2026Q2: 12,096 shares 12,096 $610K 0.04% +2,304 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: 2,711 shares; 2024Q4: not reported; 2025Q1: 5,362 shares; 2025Q2: 5,488 shares; 2025Q3: 5,765 shares; 2025Q4: 5,729 shares; 2026Q1: 5,831 shares; 2026Q2: 6,746 shares 6,746 $592K 0.04% +915 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,018 shares 1,018 $587K 0.04% -19 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,788 shares; 2025Q1: 2,913 shares; 2025Q2: 4,200 shares; 2025Q3: 4,199 shares; 2025Q4: 4,157 shares; 2026Q1: 4,124 shares; 2026Q2: 3,976 shares 3,976 $581K 0.04% -148 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,838 shares; 2024Q4: 5,838 shares; 2025Q1: 5,838 shares; 2025Q2: 5,923 shares; 2025Q3: 5,985 shares; 2025Q4: 5,923 shares; 2026Q1: 6,007 shares; 2026Q2: 6,007 shares 6,007 $579K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,041 shares; 2024Q4: 3,041 shares; 2025Q1: 3,054 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,050 shares; 2026Q1: 3,015 shares; 2026Q2: 2,585 shares 2,585 $579K 0.04% -430 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,847 shares; 2025Q4: 15,858 shares; 2026Q1: 15,858 shares; 2026Q2: 15,859 shares 15,859 $575K 0.04% +1 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 3,013 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares; 2026Q1: 5,598 shares; 2026Q2: 4,957 shares 4,957 $575K 0.04% -641 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,406 shares; 2024Q4: 21,714 shares; 2025Q1: 15,019 shares; 2025Q2: 12,692 shares; 2025Q3: 11,795 shares; 2025Q4: 5,994 shares; 2026Q1: 5,543 shares; 2026Q2: 4,835 shares 4,835 $568K 0.03% -708 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: not reported; 2025Q4: not reported; 2026Q1: 14,350 shares; 2026Q2: 12,326 shares 12,326 $564K 0.03% -2,024 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: 3,590 shares; 2024Q4: 2,838 shares; 2025Q1: 1,823 shares; 2025Q2: 2,841 shares; 2025Q3: 2,916 shares; 2025Q4: 2,889 shares; 2026Q1: 2,845 shares; 2026Q2: 3,825 shares 3,825 $561K 0.03% +980 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 6,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $560K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 622 shares; 2025Q4: 1,045 shares; 2026Q1: 1,043 shares; 2026Q2: 1,045 shares 1,045 $550K 0.03% +2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,026 shares; 2026Q1: 7,212 shares; 2026Q2: 8,833 shares 8,833 $543K 0.03% +1,621 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: 8,456 shares; 2024Q4: 8,489 shares; 2025Q1: 8,530 shares; 2025Q2: 6,397 shares; 2025Q3: 6,454 shares; 2025Q4: 6,888 shares; 2026Q1: 7,427 shares; 2026Q2: 7,510 shares 7,510 $540K 0.03% +83 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 713 shares; 2025Q1: 718 shares; 2025Q2: 792 shares; 2025Q3: 793 shares; 2025Q4: 977 shares; 2026Q1: 979 shares; 2026Q2: 1,020 shares 1,020 $519K 0.03% +41 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,368 shares; 2026Q1: 2,370 shares; 2026Q2: 2,310 shares 2,310 $507K 0.03% -60 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,326 shares; 2025Q1: 11,326 shares; 2025Q2: 11,326 shares; 2025Q3: 11,326 shares; 2025Q4: 11,326 shares; 2026Q1: 11,326 shares; 2026Q2: 11,326 shares 11,326 $502K 0.03% 0 Timeline SHV 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: 69,745 shares; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,299 shares; 2025Q4: 5,610 shares; 2026Q1: 4,536 shares; 2026Q2: 4,536 shares 4,536 $501K 0.03% 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: 2,953 shares; 2024Q4: 1,788 shares; 2025Q1: 1,918 shares; 2025Q2: 1,927 shares; 2025Q3: 1,925 shares; 2025Q4: 1,878 shares; 2026Q1: 1,836 shares; 2026Q2: 1,957 shares 1,957 $500K 0.03% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 597 shares; 2026Q2: 690 shares 690 $497K 0.03% +93 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,318 shares; 2024Q4: not reported; 2025Q1: 3,054 shares; 2025Q2: 3,083 shares; 2025Q3: 3,111 shares; 2025Q4: 3,364 shares; 2026Q1: 5,874 shares; 2026Q2: 6,393 shares 6,393 $496K 0.03% +519 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,450 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $493K 0.03% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,087 shares; 2024Q4: 6,979 shares; 2025Q1: 7,995 shares; 2025Q2: 8,905 shares; 2025Q3: 9,169 shares; 2025Q4: 10,175 shares; 2026Q1: 10,454 shares; 2026Q2: 10,679 shares 10,679 $493K 0.03% +225 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: 15,746 shares; 2024Q4: 20,746 shares; 2025Q1: 21,055 shares; 2025Q2: 15,911 shares; 2025Q3: 18,097 shares; 2025Q4: 19,596 shares; 2026Q1: 13,613 shares; 2026Q2: 13,328 shares 13,328 $490K 0.03% -285 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,273 shares; 2025Q1: 1,319 shares; 2025Q2: 1,301 shares; 2025Q3: 1,309 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,431 shares 1,431 $487K 0.03% +121 Timeline PS PERSHING SQUARE INC More: the full row for PERSHING SQUARE 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: 14,833 shares 14,833 $487K 0.03% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 3,305 shares; 2025Q1: 3,553 shares; 2025Q2: 3,997 shares; 2025Q3: 4,624 shares; 2025Q4: 4,862 shares; 2026Q1: 4,945 shares; 2026Q2: 5,261 shares 5,261 $482K 0.03% +316 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: 3,450 shares 3,450 $482K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 3,898 shares; 2026Q1: 4,020 shares; 2026Q2: 5,703 shares 5,703 $471K 0.03% +1,683 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: 2,475 shares; 2024Q4: 2,502 shares; 2025Q1: 1,909 shares; 2025Q2: 2,340 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,961 shares; 2026Q2: 2,163 shares 2,163 $471K 0.03% +202 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: 6,180 shares; 2024Q4: 5,586 shares; 2025Q1: 5,672 shares; 2025Q2: 5,688 shares; 2025Q3: 5,556 shares; 2025Q4: 5,167 shares; 2026Q1: 6,426 shares; 2026Q2: 6,509 shares 6,509 $470K 0.03% +83 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,341 shares; 2024Q4: 6,448 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 8,618 shares; 2025Q4: 8,646 shares; 2026Q1: 8,646 shares; 2026Q2: 8,646 shares 8,646 $469K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,231 shares; 2025Q1: 2,431 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,560 shares; 2026Q1: 1,524 shares; 2026Q2: 1,796 shares 1,796 $468K 0.03% +272 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,349 shares; 2025Q1: 3,249 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares; 2026Q2: 3,300 shares 3,300 $451K 0.03% +17 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,610 shares; 2025Q2: 810 shares; 2025Q3: 861 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 2,358 shares 2,358 $449K 0.03% +738 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; 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: 9,806 shares; 2026Q1: 10,899 shares; 2026Q2: 10,899 shares 10,899 $436K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 302 shares; 2026Q1: 256 shares; 2026Q2: 251 shares 251 $426K 0.03% -5 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 2,648 shares; 2025Q1: 2,664 shares; 2025Q2: 2,986 shares; 2025Q3: 3,004 shares; 2025Q4: 3,029 shares; 2026Q1: 3,046 shares; 2026Q2: 15,252 shares 15,252 $418K 0.03% +12,206 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,236 shares; 2025Q2: 1,237 shares; 2025Q3: 1,271 shares; 2025Q4: 1,316 shares; 2026Q1: 1,243 shares; 2026Q2: 1,235 shares 1,235 $418K 0.03% -8 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,016 shares; 2024Q4: 46,119 shares; 2025Q1: 45,072 shares; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares; 2026Q2: 3,096 shares 3,096 $417K 0.03% +24 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,649 shares; 2025Q1: 1,510 shares; 2025Q2: 1,511 shares; 2025Q3: 1,497 shares; 2025Q4: 1,494 shares; 2026Q1: 1,481 shares; 2026Q2: 1,487 shares 1,487 $416K 0.03% +6 Timeline RSPG 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: 5,481 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 5,208 shares; 2025Q3: 5,200 shares; 2025Q4: 4,858 shares; 2026Q1: 4,858 shares; 2026Q2: 4,211 shares 4,211 $413K 0.03% -647 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 320 shares; 2025Q4: 415 shares; 2026Q1: 392 shares; 2026Q2: 406 shares 406 $411K 0.03% +14 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 176 shares; 2025Q2: 2,275 shares; 2025Q3: 4,175 shares; 2025Q4: 4,228 shares; 2026Q1: 4,419 shares; 2026Q2: 4,461 shares 4,461 $411K 0.03% +42 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: 1,171 shares; 2024Q4: 1,169 shares; 2025Q1: 1,239 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,239 shares; 2026Q1: 1,217 shares; 2026Q2: 982 shares 982 $408K 0.02% -235 Timeline ISRA 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: 6,265 shares; 2024Q4: 6,271 shares; 2025Q1: 6,271 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 6,279 shares; 2026Q1: 6,279 shares; 2026Q2: 6,279 shares 6,279 $407K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,830 shares; 2025Q1: 1,887 shares; 2025Q2: 1,893 shares; 2025Q3: 1,905 shares; 2025Q4: 1,894 shares; 2026Q1: 1,918 shares; 2026Q2: 1,834 shares 1,834 $405K 0.02% -84 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 4,787 shares; 2026Q1: 4,794 shares; 2026Q2: 4,309 shares 4,309 $402K 0.02% -485 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,348 shares; 2025Q1: 5,363 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,853 shares; 2026Q1: 5,853 shares; 2026Q2: 5,888 shares 5,888 $402K 0.02% +35 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 1,028 shares 1,028 $401K 0.02% +200 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: 3,348 shares; 2025Q1: 2,750 shares; 2025Q2: 2,803 shares; 2025Q3: 3,030 shares; 2025Q4: 3,406 shares; 2026Q1: 2,808 shares; 2026Q2: 2,808 shares 2,808 $391K 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 308 shares; 2025Q2: 283 shares; 2025Q3: 258 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 884 shares 884 $387K 0.02% -25 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: 4,242 shares; 2024Q4: 3,389 shares; 2025Q1: 3,416 shares; 2025Q2: 3,864 shares; 2025Q3: 3,990 shares; 2025Q4: 4,118 shares; 2026Q1: 4,420 shares; 2026Q2: 3,998 shares 3,998 $385K 0.02% -422 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: 6,153 shares; 2024Q4: 6,153 shares; 2025Q1: 6,728 shares; 2025Q2: 6,309 shares; 2025Q3: 6,174 shares; 2025Q4: 6,240 shares; 2026Q1: 6,240 shares; 2026Q2: 3,874 shares 3,874 $371K 0.02% -2,366 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,036 shares; 2025Q3: 7,554 shares; 2025Q4: 8,585 shares; 2026Q1: 8,585 shares; 2026Q2: 8,585 shares 8,585 $364K 0.02% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $356K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 809 shares 809 $350K 0.02% new Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares; 2026Q2: 17,200 shares 17,200 $348K 0.02% 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: 8,648 shares; 2024Q4: 8,337 shares; 2025Q1: 8,502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares; 2026Q2: 2,704 shares 2,704 $347K 0.02% +317 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,401 shares; 2025Q3: 2,432 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,253 shares 2,253 $346K 0.02% new Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & 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: 22,200 shares; 2026Q2: 54,196 shares 54,196 $346K 0.02% +31,996 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,871 shares; 2024Q4: 62,186 shares; 2025Q1: 56,229 shares; 2025Q2: 58,428 shares; 2025Q3: 58,948 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,313 shares 8,313 $344K 0.02% 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: 4,622 shares; 2024Q4: 4,586 shares; 2025Q1: 4,414 shares; 2025Q2: 4,423 shares; 2025Q3: 4,054 shares; 2025Q4: 3,956 shares; 2026Q1: 3,620 shares; 2026Q2: 3,727 shares 3,727 $338K 0.02% +107 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,334 shares; 2025Q1: 1,623 shares; 2025Q2: 1,611 shares; 2025Q3: 1,680 shares; 2025Q4: 1,739 shares; 2026Q1: 1,743 shares; 2026Q2: 1,767 shares 1,767 $337K 0.02% +24 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,616 shares; 2026Q2: 1,104 shares 1,104 $334K 0.02% -512 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $334K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 977 shares; 2025Q4: 980 shares; 2026Q1: 981 shares; 2026Q2: 993 shares 993 $328K 0.02% +12 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,793 shares; 2024Q4: 7,793 shares; 2025Q1: 7,793 shares; 2025Q2: 7,793 shares; 2025Q3: 7,793 shares; 2025Q4: 7,793 shares; 2026Q1: 8,007 shares; 2026Q2: 8,009 shares 8,009 $328K 0.02% +2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,176 shares; 2025Q1: 1,286 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares; 2026Q2: 1,192 shares 1,192 $322K 0.02% -134 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,539 shares; 2025Q1: 2,549 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,292 shares; 2026Q1: 2,337 shares; 2026Q2: 2,480 shares 2,480 $322K 0.02% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 3,622 shares; 2026Q1: 3,622 shares; 2026Q2: 3,622 shares 3,622 $318K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares 1,261 $318K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 4,397 shares; 2025Q1: 4,977 shares; 2025Q2: 5,210 shares; 2025Q3: 5,277 shares; 2025Q4: 5,724 shares; 2026Q1: 6,411 shares; 2026Q2: 6,576 shares 6,576 $317K 0.02% +165 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 160 shares 160 $317K 0.02% -154 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 233 shares 233 $317K 0.02% +45 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 8,238 shares 8,238 $315K 0.02% -1,762 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,015 shares; 2024Q4: 19,015 shares; 2025Q1: 19,015 shares; 2025Q2: 19,015 shares; 2025Q3: 19,015 shares; 2025Q4: 19,015 shares; 2026Q1: 19,015 shares; 2026Q2: 19,015 shares 19,015 $314K 0.02% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $309K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,194 shares; 2025Q1: 2,182 shares; 2025Q2: 2,144 shares; 2025Q3: 2,501 shares; 2025Q4: 2,445 shares; 2026Q1: 2,436 shares; 2026Q2: 2,419 shares 2,419 $301K 0.02% -17 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,665 shares; 2025Q3: 2,613 shares; 2025Q4: 2,613 shares; 2026Q1: 2,613 shares; 2026Q2: 2,213 shares 2,213 $301K 0.02% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,676 shares; 2026Q1: 5,676 shares; 2026Q2: 5,690 shares 5,690 $300K 0.02% +14 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,664 shares; 2024Q4: 9,779 shares; 2025Q1: 9,842 shares; 2025Q2: 9,942 shares; 2025Q3: 10,036 shares; 2025Q4: 10,503 shares; 2026Q1: 9,736 shares; 2026Q2: 9,819 shares 9,819 $299K 0.02% +83 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 3,586 shares; 2026Q1: 3,962 shares; 2026Q2: 3,962 shares 3,962 $299K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,664 shares; 2025Q1: 1,685 shares; 2025Q2: 1,710 shares; 2025Q3: 1,707 shares; 2025Q4: 1,706 shares; 2026Q1: 1,704 shares; 2026Q2: 1,606 shares 1,606 $297K 0.02% -98 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,526 shares; 2024Q4: 13,526 shares; 2025Q1: 13,526 shares; 2025Q2: 13,526 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares; 2026Q1: 26,645 shares; 2026Q2: 26,645 shares 26,645 $296K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 972 shares 972 $289K 0.02% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,093 shares; 2024Q4: 12,093 shares; 2025Q1: 12,093 shares; 2025Q2: 12,093 shares; 2025Q3: 12,093 shares; 2025Q4: 12,093 shares; 2026Q1: 24,310 shares; 2026Q2: 24,310 shares 24,310 $289K 0.02% 0 Timeline WDEF 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: 8,769 shares; 2025Q4: 10,779 shares; 2026Q1: 10,779 shares; 2026Q2: 10,376 shares 10,376 $282K 0.02% -403 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,010 shares; 2025Q3: 2,012 shares; 2025Q4: 2,019 shares; 2026Q1: 2,947 shares; 2026Q2: 2,548 shares 2,548 $282K 0.02% -399 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,211 shares 1,211 $278K 0.02% +11 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 3,210 shares; 2025Q2: 3,211 shares; 2025Q3: 3,228 shares; 2025Q4: 3,266 shares; 2026Q1: 3,213 shares; 2026Q2: 3,505 shares 3,505 $276K 0.02% +292 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,555 shares; 2024Q4: 27,636 shares; 2025Q1: 26,048 shares; 2025Q2: 24,258 shares; 2025Q3: 24,238 shares; 2025Q4: 3,799 shares; 2026Q1: 4,624 shares; 2026Q2: 4,723 shares 4,723 $272K 0.02% +99 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: 9,769 shares; 2024Q4: 7,736 shares; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,324 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares; 2026Q2: 4,328 shares 4,328 $271K 0.02% 0 Timeline AMLP 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: 11,750 shares; 2024Q4: 12,737 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 5,809 shares; 2026Q1: 5,809 shares; 2026Q2: 5,219 shares 5,219 $271K 0.02% -590 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,638 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,387 shares 1,387 $270K 0.02% -265 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 7,003 shares; 2025Q1: 7,103 shares; 2025Q2: 7,104 shares; 2025Q3: 6,966 shares; 2025Q4: 6,966 shares; 2026Q1: 6,966 shares; 2026Q2: 7,017 shares 7,017 $267K 0.02% +51 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,414 shares; 2026Q2: 1,394 shares 1,394 $264K 0.02% -20 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $264K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $258K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 1,657 shares; 2025Q1: 1,667 shares; 2025Q2: 1,696 shares; 2025Q3: 1,933 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares; 2026Q2: 2,091 shares 2,091 $257K 0.02% +235 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: 113 shares 113 $257K 0.02% new Timeline JETS 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: 8,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,463 shares; 2025Q4: 8,463 shares; 2026Q1: 8,463 shares; 2026Q2: 7,608 shares 7,608 $253K 0.02% -855 Timeline ACWV 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: 2,191 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $252K 0.02% 0 Timeline XSOE 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: not reported; 2025Q4: not reported; 2026Q1: 5,042 shares; 2026Q2: 5,055 shares 5,055 $249K 0.02% +13 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,886 shares; 2024Q4: 4,186 shares; 2025Q1: 3,887 shares; 2025Q2: 3,753 shares; 2025Q3: 3,053 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares; 2026Q2: 2,770 shares 2,770 $248K 0.02% +17 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $243K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $243K 0.01% new 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: 2,323 shares; 2024Q4: 2,324 shares; 2025Q1: 2,328 shares; 2025Q2: 2,302 shares; 2025Q3: 2,306 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,639 shares 1,639 $243K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 1,020 shares; 2025Q4: 1,983 shares; 2026Q1: 1,912 shares; 2026Q2: 1,909 shares 1,909 $240K 0.01% -3 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: 1,516 shares 1,516 $240K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501 shares; 2026Q2: 1,875 shares 1,875 $237K 0.01% +374 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 1,755 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares; 2026Q2: 1,436 shares 1,436 $236K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,704 shares; 2025Q1: 2,780 shares; 2025Q2: 2,055 shares; 2025Q3: 1,990 shares; 2025Q4: 2,390 shares; 2026Q1: 2,392 shares; 2026Q2: 2,412 shares 2,412 $230K 0.01% +20 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 569 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $229K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 576 shares 576 $229K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,712 shares; 2025Q1: 1,711 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,695 shares 1,695 $227K 0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $225K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,083 shares; 2025Q2: 4,112 shares; 2025Q3: 4,048 shares; 2025Q4: 3,988 shares; 2026Q1: 4,066 shares; 2026Q2: 3,609 shares 3,609 $224K 0.01% -457 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $223K 0.01% 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: 869 shares; 2024Q4: 865 shares; 2025Q1: 897 shares; 2025Q2: 881 shares; 2025Q3: 888 shares; 2025Q4: 867 shares; 2026Q1: 842 shares; 2026Q2: 758 shares 758 $222K 0.01% -84 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,437 shares; 2024Q4: 51,074 shares; 2025Q1: 50,967 shares; 2025Q2: 50,967 shares; 2025Q3: 48,109 shares; 2025Q4: 48,008 shares; 2026Q1: 7,706 shares; 2026Q2: 5,161 shares 5,161 $222K 0.01% -2,545 Timeline SLDB SOLID BIOSCIENCES INC More: the full row for SOLID BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,031 shares; 2025Q2: 25,031 shares; 2025Q3: 25,031 shares; 2025Q4: not reported; 2026Q1: 22,153 shares; 2026Q2: 22,153 shares 22,153 $221K 0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,068 shares 3,068 $219K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,531 shares 2,531 $216K 0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 3,397 shares; 2026Q2: 1,397 shares 1,397 $216K 0.01% -2,000 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: 169,012 shares; 2024Q4: 167,794 shares; 2025Q1: 93,641 shares; 2025Q2: 94,250 shares; 2025Q3: 90,438 shares; 2025Q4: 82,788 shares; 2026Q1: not reported; 2026Q2: 6,714 shares 6,714 $215K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,224 shares; 2026Q2: 3,224 shares 3,224 $214K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,293 shares; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,548 shares 1,548 $213K 0.01% +255 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $213K 0.01% new Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,441 shares 8,441 $210K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares 851 $209K 0.01% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; 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: 3,593 shares 3,593 $208K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $207K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; 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: 1,314 shares 1,314 $206K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $205K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $205K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $204K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,716 shares 1,716 $203K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 361 shares 361 $202K 0.01% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,990 shares; 2024Q4: 10,984 shares; 2025Q1: 10,984 shares; 2025Q2: 11,652 shares; 2025Q3: 11,652 shares; 2025Q4: 9,772 shares; 2026Q1: 9,785 shares; 2026Q2: 9,785 shares 9,785 $202K 0.01% 0 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: 252 shares; 2024Q4: 265 shares; 2025Q1: 270 shares; 2025Q2: 255 shares; 2025Q3: 224 shares; 2025Q4: not reported; 2026Q1: 1,785 shares; 2026Q2: 2,029 shares 2,029 $201K 0.01% +244 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $201K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; 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: 1,477 shares; 2026Q2: 1,526 shares 1,526 $201K 0.01% +49 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,356 shares; 2024Q4: 10,356 shares; 2025Q1: 10,129 shares; 2025Q2: 10,129 shares; 2025Q3: 10,129 shares; 2025Q4: 10,129 shares; 2026Q1: 10,129 shares; 2026Q2: 10,129 shares 10,129 $190K 0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,302 shares; 2024Q4: 20,376 shares; 2025Q1: 20,454 shares; 2025Q2: 20,532 shares; 2025Q3: 11,126 shares; 2025Q4: 11,126 shares; 2026Q1: 11,126 shares; 2026Q2: 11,126 shares 11,126 $186K 0.01% 0 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 26,785 shares; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 12,030 shares; 2025Q4: 12,030 shares; 2026Q1: 12,030 shares; 2026Q2: 12,130 shares 12,130 $181K 0.01% +100 Timeline TRLV TRULIEVE CANNABIS CORP More: the full row for TRULIEVE CANNABIS 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: 18,143 shares 18,143 $178K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,709 shares; 2024Q4: 12,709 shares; 2025Q1: 12,709 shares; 2025Q2: 12,709 shares; 2025Q3: 12,709 shares; 2025Q4: 12,709 shares; 2026Q1: 13,959 shares; 2026Q2: 13,959 shares 13,959 $169K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 16,198 shares; 2026Q1: 16,198 shares; 2026Q2: 12,122 shares 12,122 $163K 0.01% -4,076 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,680 shares; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,680 shares; 2026Q1: 12,680 shares; 2026Q2: 12,680 shares 12,680 $161K 0.01% 0 Timeline CHCI COMSTOCK HLDG COS INC More: the full row for COMSTOCK HLDG COS 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $160K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 10,094 shares; 2026Q2: 14,031 shares 14,031 $156K 0.01% +3,937 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,049 shares; 2024Q4: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 13,049 shares; 2025Q3: 13,049 shares; 2025Q4: 13,049 shares; 2026Q1: 13,049 shares; 2026Q2: 13,049 shares 13,049 $153K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,156 shares; 2024Q4: 10,156 shares; 2025Q1: 10,156 shares; 2025Q2: 10,156 shares; 2025Q3: 10,156 shares; 2025Q4: 10,156 shares; 2026Q1: 10,156 shares; 2026Q2: 10,156 shares 10,156 $149K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: not reported; 2025Q4: not reported; 2026Q1: 12,159 shares; 2026Q2: 12,159 shares 12,159 $141K 0.01% 0 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,480 shares; 2024Q4: 93,480 shares; 2025Q1: 93,480 shares; 2025Q2: 93,480 shares; 2025Q3: 93,480 shares; 2025Q4: 83,480 shares; 2026Q1: 63,480 shares; 2026Q2: 63,480 shares 63,480 $134K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 15,000 shares; 2026Q2: 15,000 shares 15,000 $131K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares; 2026Q1: 10,185 shares; 2026Q2: 10,185 shares 10,185 $65.9K <0.01% 0 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,766 shares; 2026Q1: 13,766 shares; 2026Q2: 13,185 shares 13,185 $54.9K <0.01% -581 Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 14,550 shares; 2025Q3: 17,000 shares; 2025Q4: 20,000 shares; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000 $50.5K <0.01% 0 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,622 shares; 2024Q4: 17,622 shares; 2025Q1: 17,622 shares; 2025Q2: 17,622 shares; 2025Q3: 17,622 shares; 2025Q4: 17,799 shares; 2026Q1: 17,622 shares; 2026Q2: 17,622 shares 17,622 $49K <0.01% 0 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: not reported; 2026Q1: not reported; 2026Q2: 11,280 shares 11,280 $7.68K <0.01% new Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS 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: 20,000 shares 20,000 $7.48K <0.01% new Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 15,000 shares 15,000 $2.11K <0.01% new Timeline