IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,465 shares; 2024Q4: 297,290 shares; 2025Q1: 235,202 shares; 2025Q2: 248,717 shares; 2025Q3: 251,619 shares; 2025Q4: 250,269 shares; 2026Q1: 206,948 shares; 2026Q2: 208,928 shares 208,928 $60.7M 10.22% +1,980 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: 242,231 shares; 2024Q4: 239,051 shares; 2025Q1: 269,615 shares; 2025Q2: 267,635 shares; 2025Q3: 266,747 shares; 2025Q4: 264,478 shares; 2026Q1: 247,542 shares; 2026Q2: 232,277 shares 232,277 $60.1M 10.12% -15,265 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: 53,036 shares; 2024Q4: 53,601 shares; 2025Q1: 45,485 shares; 2025Q2: 51,685 shares; 2025Q3: 53,054 shares; 2025Q4: 53,056 shares; 2026Q1: 50,012 shares; 2026Q2: 49,891 shares 49,891 $34.3M 5.77% -121 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: 120,634 shares; 2024Q4: 120,262 shares; 2025Q1: 159,791 shares; 2025Q2: 156,178 shares; 2025Q3: 160,177 shares; 2025Q4: 159,690 shares; 2026Q1: 160,470 shares; 2026Q2: 153,231 shares 153,231 $25.2M 4.25% -7,239 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,397 shares; 2024Q4: 51,440 shares; 2025Q1: 53,146 shares; 2025Q2: 61,150 shares; 2025Q3: 67,476 shares; 2025Q4: 80,151 shares; 2026Q1: 80,372 shares; 2026Q2: 82,725 shares 82,725 $16.3M 2.75% +2,353 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,300 shares; 2025Q1: 54,790 shares; 2025Q2: 72,447 shares; 2025Q3: 329,072 shares; 2025Q4: 370,680 shares; 2026Q1: 401,735 shares; 2026Q2: 585,575 shares 585,575 $16.2M 2.72% +183,840 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: 263,655 shares; 2024Q4: 316,945 shares; 2025Q1: 310,697 shares; 2025Q2: 280,358 shares; 2025Q3: 275,958 shares; 2025Q4: 280,290 shares; 2026Q1: 279,631 shares; 2026Q2: 289,623 shares 289,623 $15.3M 2.57% +9,992 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: 66,755 shares; 2024Q4: 65,949 shares; 2025Q1: 78,106 shares; 2025Q2: 73,298 shares; 2025Q3: 74,294 shares; 2025Q4: 74,208 shares; 2026Q1: 73,755 shares; 2026Q2: 71,625 shares 71,625 $13.7M 2.3% -2,130 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: 41,902 shares; 2024Q4: 41,752 shares; 2025Q1: 126,800 shares; 2025Q2: 123,984 shares; 2025Q3: 124,227 shares; 2025Q4: 78,260 shares; 2026Q1: 76,777 shares; 2026Q2: 102,203 shares 102,203 $12.5M 2.11% +25,426 Timeline EFIV 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: 99,590 shares; 2024Q4: 137,470 shares; 2025Q1: 155,439 shares; 2025Q2: 193,131 shares; 2025Q3: 198,239 shares; 2025Q4: 201,104 shares; 2026Q1: 168,952 shares; 2026Q2: 165,919 shares 165,919 $12.1M 2.03% -3,033 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: 37,379 shares; 2024Q4: 36,822 shares; 2025Q1: 60,970 shares; 2025Q2: 54,925 shares; 2025Q3: 55,681 shares; 2025Q4: 55,232 shares; 2026Q1: 54,424 shares; 2026Q2: 56,427 shares 56,427 $11.5M 1.93% +2,003 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: 22,788 shares; 2024Q4: 21,833 shares; 2025Q1: 21,525 shares; 2025Q2: 21,392 shares; 2025Q3: 21,185 shares; 2025Q4: 21,093 shares; 2026Q1: 20,643 shares; 2026Q2: 81,142 shares 81,142 $10.1M 1.7% +60,499 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,993 shares; 2024Q4: 73,937 shares; 2025Q1: 73,586 shares; 2025Q2: 69,692 shares; 2025Q3: 62,755 shares; 2025Q4: 65,150 shares; 2026Q1: 63,420 shares; 2026Q2: 61,205 shares 61,205 $9.57M 1.61% -2,215 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: 17,369 shares; 2024Q4: 17,332 shares; 2025Q1: 14,335 shares; 2025Q2: 13,881 shares; 2025Q3: 13,667 shares; 2025Q4: 13,615 shares; 2026Q1: 12,087 shares; 2026Q2: 12,033 shares 12,033 $8.86M 1.49% -54 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,525 shares; 2024Q4: 177,242 shares; 2025Q1: 174,823 shares; 2025Q2: 156,239 shares; 2025Q3: 147,201 shares; 2025Q4: 144,711 shares; 2026Q1: 113,453 shares; 2026Q2: 110,648 shares 110,648 $8.39M 1.41% -2,805 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: 23,707 shares; 2024Q4: 23,741 shares; 2025Q1: 19,203 shares; 2025Q2: 18,946 shares; 2025Q3: 17,627 shares; 2025Q4: 17,559 shares; 2026Q1: 16,705 shares; 2026Q2: 16,051 shares 16,051 $8.03M 1.35% -654 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,020 shares; 2024Q4: 119,498 shares; 2025Q1: 122,260 shares; 2025Q2: 98,279 shares; 2025Q3: 84,586 shares; 2025Q4: 80,388 shares; 2026Q1: 78,860 shares; 2026Q2: 63,642 shares 63,642 $7.48M 1.26% -15,218 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,082 shares; 2024Q4: 21,337 shares; 2025Q1: 44,431 shares; 2025Q2: 43,706 shares; 2025Q3: 43,708 shares; 2025Q4: 43,477 shares; 2026Q1: 43,306 shares; 2026Q2: 32,007 shares 32,007 $7.29M 1.23% -11,299 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,548 shares; 2024Q4: 355,942 shares; 2025Q1: 361,493 shares; 2025Q2: 481,734 shares; 2025Q3: 509,767 shares; 2025Q4: 523,318 shares; 2026Q1: 540,065 shares; 2026Q2: 625,963 shares 625,963 $7.13M 1.2% +85,898 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: 15,976 shares; 2024Q4: 16,474 shares; 2025Q1: 382,521 shares; 2025Q2: 354,002 shares; 2025Q3: 355,121 shares; 2025Q4: 355,427 shares; 2026Q1: 355,538 shares; 2026Q2: 312,605 shares 312,605 $6.97M 1.17% -42,933 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,464 shares; 2024Q4: 57,407 shares; 2025Q1: 57,023 shares; 2025Q2: 49,788 shares; 2025Q3: 46,349 shares; 2025Q4: 43,897 shares; 2026Q1: 42,076 shares; 2026Q2: 35,464 shares 35,464 $6.33M 1.07% -6,612 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,330 shares; 2024Q4: 28,654 shares; 2025Q1: 28,710 shares; 2025Q2: 23,368 shares; 2025Q3: 21,725 shares; 2025Q4: 20,949 shares; 2026Q1: 20,113 shares; 2026Q2: 17,419 shares 17,419 $5.34M 0.9% -2,694 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.88% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,449 shares; 2024Q4: 41,736 shares; 2025Q1: 41,809 shares; 2025Q2: 41,680 shares; 2025Q3: 43,603 shares; 2025Q4: 44,105 shares; 2026Q1: 42,166 shares; 2026Q2: 41,493 shares 41,493 $5.16M 0.87% -673 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: 11,033 shares; 2024Q4: 10,823 shares; 2025Q1: 10,680 shares; 2025Q2: 10,702 shares; 2025Q3: 10,315 shares; 2025Q4: 10,113 shares; 2026Q1: 10,108 shares; 2026Q2: 59,924 shares 59,924 $5.16M 0.87% +49,816 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: 153,126 shares; 2024Q4: 227,691 shares; 2025Q1: 324,274 shares; 2025Q2: 236,701 shares; 2025Q3: 173,141 shares; 2025Q4: 157,159 shares; 2026Q1: 149,401 shares; 2026Q2: 79,103 shares 79,103 $4.81M 0.81% -70,298 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,190 shares; 2024Q4: 52,014 shares; 2025Q1: 51,442 shares; 2025Q2: 54,912 shares; 2025Q3: 55,041 shares; 2025Q4: 57,363 shares; 2026Q1: 58,738 shares; 2026Q2: 68,979 shares 68,979 $4.67M 0.78% +10,241 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,893 shares; 2024Q4: 9,849 shares; 2025Q1: 9,839 shares; 2025Q2: 10,026 shares; 2025Q3: 10,031 shares; 2025Q4: 9,766 shares; 2026Q1: 9,772 shares; 2026Q2: 9,686 shares 9,686 $4.44M 0.75% -86 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: 26,929 shares; 2024Q4: 28,381 shares; 2025Q1: 28,299 shares; 2025Q2: 25,986 shares; 2025Q3: 26,613 shares; 2025Q4: 29,397 shares; 2026Q1: 30,000 shares; 2026Q2: 36,764 shares 36,764 $4.06M 0.68% +6,764 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,810 shares; 2024Q4: 36,132 shares; 2025Q1: 36,906 shares; 2025Q2: 54,003 shares; 2025Q3: 76,468 shares; 2025Q4: 80,387 shares; 2026Q1: 81,304 shares; 2026Q2: 75,326 shares 75,326 $3.9M 0.66% -5,978 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,744 shares; 2024Q4: 32,420 shares; 2025Q1: 145,122 shares; 2025Q2: 148,242 shares; 2025Q3: 145,029 shares; 2025Q4: 146,108 shares; 2026Q1: 145,835 shares; 2026Q2: 214,017 shares 214,017 $3.62M 0.61% +68,182 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,101 shares; 2024Q4: 5,025 shares; 2025Q1: 4,818 shares; 2025Q2: 4,810 shares; 2025Q3: 4,715 shares; 2025Q4: 4,693 shares; 2026Q1: 5,005 shares; 2026Q2: 4,766 shares 4,766 $3.56M 0.6% -239 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: 31,384 shares; 2024Q4: 30,618 shares; 2025Q1: 30,411 shares; 2025Q2: 28,900 shares; 2025Q3: 27,460 shares; 2025Q4: 26,320 shares; 2026Q1: 25,079 shares; 2026Q2: 22,895 shares 22,895 $3.4M 0.57% -2,184 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,301 shares; 2024Q4: 16,505 shares; 2025Q1: 16,445 shares; 2025Q2: 15,868 shares; 2025Q3: 14,860 shares; 2025Q4: 14,306 shares; 2026Q1: 14,150 shares; 2026Q2: 13,925 shares 13,925 $3.38M 0.57% -225 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,369 shares; 2024Q4: 64,219 shares; 2025Q1: 63,905 shares; 2025Q2: 57,978 shares; 2025Q3: 50,950 shares; 2025Q4: 48,254 shares; 2026Q1: 47,528 shares; 2026Q2: 43,413 shares 43,413 $3.35M 0.56% -4,115 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,620 shares; 2024Q4: 31,182 shares; 2025Q1: 30,747 shares; 2025Q2: 28,765 shares; 2025Q3: 27,680 shares; 2025Q4: 26,726 shares; 2026Q1: 25,708 shares; 2026Q2: 23,620 shares 23,620 $3.23M 0.54% -2,088 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,500 shares; 2024Q4: 39,049 shares; 2025Q1: 37,783 shares; 2025Q2: 33,872 shares; 2025Q3: 33,077 shares; 2025Q4: 32,712 shares; 2026Q1: 32,109 shares; 2026Q2: 30,132 shares 30,132 $3.17M 0.53% -1,977 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,398 shares; 2024Q4: 27,313 shares; 2025Q1: 27,318 shares; 2025Q2: 49,768 shares; 2025Q3: 57,464 shares; 2025Q4: 59,033 shares; 2026Q1: 59,144 shares; 2026Q2: 58,709 shares 58,709 $3.16M 0.53% -435 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 16,830 shares; 2025Q1: 17,045 shares; 2025Q2: 21,072 shares; 2025Q3: 19,754 shares; 2025Q4: 19,078 shares; 2026Q1: 18,789 shares; 2026Q2: 16,511 shares 16,511 $3.05M 0.51% -2,278 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: 8,031 shares; 2024Q4: 8,147 shares; 2025Q1: 8,227 shares; 2025Q2: 8,417 shares; 2025Q3: 8,559 shares; 2025Q4: 8,459 shares; 2026Q1: 8,426 shares; 2026Q2: 8,468 shares 8,468 $2.86M 0.48% +42 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 32,874 shares; 2025Q3: 34,528 shares; 2025Q4: 37,717 shares; 2026Q1: 37,244 shares; 2026Q2: 19,296 shares 19,296 $2.83M 0.48% -17,948 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,196 shares; 2024Q4: 12,090 shares; 2025Q1: 12,041 shares; 2025Q2: 11,258 shares; 2025Q3: 11,020 shares; 2025Q4: 10,445 shares; 2026Q1: 10,364 shares; 2026Q2: 34,838 shares 34,838 $2.81M 0.47% +24,474 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,271 shares; 2024Q4: 71,965 shares; 2025Q1: 29,546 shares; 2025Q2: 29,291 shares; 2025Q3: 29,096 shares; 2025Q4: 29,106 shares; 2026Q1: 27,923 shares; 2026Q2: 26,667 shares 26,667 $2.74M 0.46% -1,256 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: 26,544 shares; 2024Q4: 26,257 shares; 2025Q1: 26,185 shares; 2025Q2: 24,197 shares; 2025Q3: 23,508 shares; 2025Q4: 23,331 shares; 2026Q1: 23,291 shares; 2026Q2: 23,307 shares 23,307 $2.74M 0.46% +16 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: 13,301 shares; 2024Q4: 12,868 shares; 2025Q1: 12,846 shares; 2025Q2: 12,435 shares; 2025Q3: 12,274 shares; 2025Q4: 12,321 shares; 2026Q1: 12,645 shares; 2026Q2: 12,505 shares 12,505 $2.73M 0.46% -140 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: 4,330 shares; 2024Q4: 4,284 shares; 2025Q1: 4,228 shares; 2025Q2: 3,985 shares; 2025Q3: 3,928 shares; 2025Q4: 3,635 shares; 2026Q1: 3,551 shares; 2026Q2: 3,609 shares 3,609 $2.7M 0.45% +58 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: 3,871 shares; 2024Q4: 3,440 shares; 2025Q1: 3,304 shares; 2025Q2: 3,231 shares; 2025Q3: 3,102 shares; 2025Q4: 3,103 shares; 2026Q1: 2,985 shares; 2026Q2: 22,593 shares 22,593 $2.7M 0.45% +19,608 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,676 shares; 2024Q4: 27,097 shares; 2025Q1: 8,168 shares; 2025Q2: 10,283 shares; 2025Q3: 14,368 shares; 2025Q4: 15,936 shares; 2026Q1: 23,704 shares; 2026Q2: 24,486 shares 24,486 $2.54M 0.43% +782 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: 12,614 shares; 2024Q4: 12,464 shares; 2025Q1: 12,340 shares; 2025Q2: 10,229 shares; 2025Q3: 9,360 shares; 2025Q4: 9,451 shares; 2026Q1: 9,041 shares; 2026Q2: 6,818 shares 6,818 $2.49M 0.42% -2,223 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 6,049 shares; 2025Q1: 192,938 shares; 2025Q2: 187,837 shares; 2025Q3: 186,779 shares; 2025Q4: 176,431 shares; 2026Q1: 90,227 shares; 2026Q2: 89,438 shares 89,438 $2.46M 0.41% -789 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,447 shares; 2024Q4: 12,336 shares; 2025Q1: 12,222 shares; 2025Q2: 10,989 shares; 2025Q3: 10,223 shares; 2025Q4: 10,139 shares; 2026Q1: 9,539 shares; 2026Q2: 7,918 shares 7,918 $2.4M 0.4% -1,621 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,937 shares; 2024Q4: 88,132 shares; 2025Q1: 88,044 shares; 2025Q2: 87,130 shares; 2025Q3: 87,130 shares; 2025Q4: 85,344 shares; 2026Q1: 44,143 shares; 2026Q2: 44,068 shares 44,068 $2.3M 0.39% -75 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 4,841 shares; 2025Q1: 145,436 shares; 2025Q2: 66,134 shares; 2025Q3: 66,225 shares; 2025Q4: 83,782 shares; 2026Q1: 83,820 shares; 2026Q2: 98,967 shares 98,967 $2.25M 0.38% +15,147 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: 7,024 shares; 2024Q4: 7,344 shares; 2025Q1: 3,165 shares; 2025Q2: 3,711 shares; 2025Q3: 4,033 shares; 2025Q4: 4,063 shares; 2026Q1: 3,974 shares; 2026Q2: 3,812 shares 3,812 $2.21M 0.37% -162 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: 3,219 shares; 2024Q4: 3,397 shares; 2025Q1: 3,514 shares; 2025Q2: 3,573 shares; 2025Q3: 3,943 shares; 2025Q4: 4,039 shares; 2026Q1: 3,977 shares; 2026Q2: 12,073 shares 12,073 $2.18M 0.37% +8,096 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: 2,606 shares; 2024Q4: 6,314 shares; 2025Q1: 16,712 shares; 2025Q2: 17,179 shares; 2025Q3: 17,797 shares; 2025Q4: 17,621 shares; 2026Q1: 19,899 shares; 2026Q2: 17,224 shares 17,224 $2.14M 0.36% -2,675 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: 8,323 shares; 2024Q4: 7,420 shares; 2025Q1: 7,468 shares; 2025Q2: 7,339 shares; 2025Q3: 7,392 shares; 2025Q4: 7,185 shares; 2026Q1: 7,238 shares; 2026Q2: 7,183 shares 7,183 $1.82M 0.31% -55 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,012 shares; 2024Q4: 25,691 shares; 2025Q1: 25,596 shares; 2025Q2: 22,901 shares; 2025Q3: 21,401 shares; 2025Q4: 20,769 shares; 2026Q1: 19,819 shares; 2026Q2: 17,776 shares 17,776 $1.82M 0.31% -2,043 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: 21,790 shares; 2024Q4: 21,796 shares; 2025Q1: 21,787 shares; 2025Q2: 22,306 shares; 2025Q3: 22,294 shares; 2025Q4: 22,241 shares; 2026Q1: 21,364 shares; 2026Q2: 20,663 shares 20,663 $1.81M 0.31% -701 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,481 shares; 2024Q4: 49,115 shares; 2025Q1: 12,678 shares; 2025Q2: 12,643 shares; 2025Q3: 12,644 shares; 2025Q4: 12,574 shares; 2026Q1: 12,000 shares; 2026Q2: 12,062 shares 12,062 $1.72M 0.29% +62 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,774 shares; 2024Q4: 15,700 shares; 2025Q1: 15,727 shares; 2025Q2: 13,762 shares; 2025Q3: 12,885 shares; 2025Q4: 11,890 shares; 2026Q1: 11,865 shares; 2026Q2: 11,586 shares 11,586 $1.71M 0.29% -279 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 7,833 shares; 2025Q1: 8,201 shares; 2025Q2: 7,735 shares; 2025Q3: 8,296 shares; 2025Q4: 9,875 shares; 2026Q1: 10,305 shares; 2026Q2: 11,855 shares 11,855 $1.7M 0.29% +1,550 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: 3,978 shares; 2024Q4: 3,981 shares; 2025Q1: 3,984 shares; 2025Q2: 4,271 shares; 2025Q3: 4,633 shares; 2025Q4: 4,497 shares; 2026Q1: 4,394 shares; 2026Q2: 4,782 shares 4,782 $1.69M 0.28% +388 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: 30,044 shares; 2025Q1: 4,604 shares; 2025Q2: 4,223 shares; 2025Q3: 4,367 shares; 2025Q4: 4,370 shares; 2026Q1: 3,932 shares; 2026Q2: 3,860 shares 3,860 $1.67M 0.28% -72 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: 1,545 shares; 2024Q4: 1,548 shares; 2025Q1: 1,553 shares; 2025Q2: 1,521 shares; 2025Q3: 1,664 shares; 2025Q4: 1,646 shares; 2026Q1: 1,625 shares; 2026Q2: 9,849 shares 9,849 $1.67M 0.28% +8,224 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: 20,148 shares; 2024Q4: 16,928 shares; 2025Q1: 14,103 shares; 2025Q2: 13,741 shares; 2025Q3: 14,102 shares; 2025Q4: 14,028 shares; 2026Q1: 14,041 shares; 2026Q2: 13,956 shares 13,956 $1.54M 0.26% -85 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,248 shares; 2024Q4: 51,554 shares; 2025Q1: 13,085 shares; 2025Q2: 10,097 shares; 2025Q3: 10,079 shares; 2025Q4: 10,079 shares; 2026Q1: 9,939 shares; 2026Q2: 9,939 shares 9,939 $1.53M 0.26% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,303 shares; 2024Q4: 8,384 shares; 2025Q1: 8,446 shares; 2025Q2: 8,582 shares; 2025Q3: 8,442 shares; 2025Q4: 8,442 shares; 2026Q1: 8,495 shares; 2026Q2: 8,614 shares 8,614 $1.52M 0.26% +119 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: 15,255 shares; 2024Q4: 15,214 shares; 2025Q1: 15,078 shares; 2025Q2: 13,190 shares; 2025Q3: 13,108 shares; 2025Q4: 12,844 shares; 2026Q1: 11,503 shares; 2026Q2: 55,349 shares 55,349 $1.52M 0.26% +43,846 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 637 shares; 2026Q2: 2,835 shares 2,835 $1.48M 0.25% +2,198 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: 2,385 shares; 2024Q4: 2,354 shares; 2025Q1: 2,335 shares; 2025Q2: 1,653 shares; 2025Q3: 1,611 shares; 2025Q4: 1,516 shares; 2026Q1: 1,489 shares; 2026Q2: 1,085 shares 1,085 $1.48M 0.25% -404 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: 1,515 shares; 2024Q4: 1,587 shares; 2025Q1: 16,683 shares; 2025Q2: 19,009 shares; 2025Q3: 19,043 shares; 2025Q4: 37,591 shares; 2026Q1: 36,816 shares; 2026Q2: 19,416 shares 19,416 $1.39M 0.23% -17,400 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: 9,052 shares; 2024Q4: 9,194 shares; 2025Q1: 30,201 shares; 2025Q2: 30,007 shares; 2025Q3: 30,438 shares; 2025Q4: 30,242 shares; 2026Q1: 32,132 shares; 2026Q2: 17,285 shares 17,285 $1.33M 0.22% -14,847 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: 3,140 shares; 2024Q4: 2,939 shares; 2025Q1: 2,999 shares; 2025Q2: 3,526 shares; 2025Q3: 3,671 shares; 2025Q4: 3,616 shares; 2026Q1: 3,632 shares; 2026Q2: 4,652 shares 4,652 $1.31M 0.22% +1,020 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: 31,444 shares; 2024Q4: 29,715 shares; 2025Q1: 8,156 shares; 2025Q2: 8,230 shares; 2025Q3: 8,565 shares; 2025Q4: 8,586 shares; 2026Q1: 8,032 shares; 2026Q2: 15,886 shares 15,886 $1.24M 0.21% +7,854 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,311 shares; 2024Q4: 7,006 shares; 2025Q1: 6,879 shares; 2025Q2: 6,892 shares; 2025Q3: 6,725 shares; 2025Q4: 5,716 shares; 2026Q1: 5,436 shares; 2026Q2: 5,436 shares 5,436 $1.23M 0.21% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,179 shares; 2025Q1: 2,181 shares; 2025Q2: 2,013 shares; 2025Q3: 1,987 shares; 2025Q4: 1,990 shares; 2026Q1: 1,925 shares; 2026Q2: 1,917 shares 1,917 $1.23M 0.21% -8 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: 1,189 shares; 2024Q4: 291 shares; 2025Q1: 313 shares; 2025Q2: 328 shares; 2025Q3: 775 shares; 2025Q4: 919 shares; 2026Q1: 776 shares; 2026Q2: 1,028 shares 1,028 $1.19M 0.2% +252 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: 2,026 shares; 2024Q4: 3,028 shares; 2025Q1: 3,083 shares; 2025Q2: 2,490 shares; 2025Q3: 2,497 shares; 2025Q4: 1,861 shares; 2026Q1: 1,936 shares; 2026Q2: 1,781 shares 1,781 $1.17M 0.2% -155 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,085 shares; 2025Q3: 1,973 shares; 2025Q4: 1,946 shares; 2026Q1: 1,903 shares; 2026Q2: 1,624 shares 1,624 $1.14M 0.19% -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: 3,458 shares; 2024Q4: 3,392 shares; 2025Q1: 30,199 shares; 2025Q2: 24,332 shares; 2025Q3: 24,329 shares; 2025Q4: 24,087 shares; 2026Q1: 24,027 shares; 2026Q2: 16,880 shares 16,880 $1.1M 0.19% -7,147 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,768 shares; 2025Q1: 1,769 shares; 2025Q2: 1,771 shares; 2025Q3: 1,749 shares; 2025Q4: 1,750 shares; 2026Q1: 1,751 shares; 2026Q2: 1,751 shares 1,751 $1.09M 0.18% 0 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: 1,474 shares; 2024Q4: 1,832 shares; 2025Q1: 2,092 shares; 2025Q2: 2,160 shares; 2025Q3: 1,889 shares; 2025Q4: 30,968 shares; 2026Q1: 31,207 shares; 2026Q2: 90,370 shares 90,370 $1.04M 0.17% +59,163 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: 701 shares; 2024Q4: 1,056 shares; 2025Q1: 18,221 shares; 2025Q2: 16,420 shares; 2025Q3: 16,967 shares; 2025Q4: 17,645 shares; 2026Q1: 17,267 shares; 2026Q2: 18,407 shares 18,407 $1.01M 0.17% +1,140 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,619 shares; 2024Q4: 20,402 shares; 2025Q1: 20,222 shares; 2025Q2: 19,925 shares; 2025Q3: 17,354 shares; 2025Q4: 15,416 shares; 2026Q1: 15,340 shares; 2026Q2: 14,870 shares 14,870 $996K 0.17% -470 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,981 shares; 2025Q3: 17,557 shares; 2025Q4: 17,239 shares; 2026Q1: 17,275 shares; 2026Q2: 19,341 shares 19,341 $963K 0.16% +2,066 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,175 shares 15,175 $951K 0.16% new 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: 8,566 shares; 2024Q4: 7,572 shares; 2025Q1: 7,553 shares; 2025Q2: 7,516 shares; 2025Q3: 7,547 shares; 2025Q4: 6,527 shares; 2026Q1: 7,046 shares; 2026Q2: 7,342 shares 7,342 $943K 0.16% +296 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,529 shares; 2024Q4: 35,853 shares; 2025Q1: 36,440 shares; 2025Q2: 26,005 shares; 2025Q3: 22,782 shares; 2025Q4: 22,049 shares; 2026Q1: 32,630 shares; 2026Q2: 29,449 shares 29,449 $934K 0.16% -3,181 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: 156 shares; 2024Q4: 233 shares; 2025Q1: 315 shares; 2025Q2: 745 shares; 2025Q3: 800 shares; 2025Q4: 818 shares; 2026Q1: 913 shares; 2026Q2: 848 shares 848 $903K 0.15% -65 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,769 shares; 2024Q4: 5,772 shares; 2025Q1: 5,775 shares; 2025Q2: 5,636 shares; 2025Q3: 5,638 shares; 2025Q4: 5,641 shares; 2026Q1: 5,470 shares; 2026Q2: 5,473 shares 5,473 $895K 0.15% +3 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: 5,229 shares 5,229 $893K 0.15% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,236 shares; 2024Q4: 19,066 shares; 2025Q1: 19,100 shares; 2025Q2: 18,567 shares; 2025Q3: 17,876 shares; 2025Q4: 17,715 shares; 2026Q1: 16,661 shares; 2026Q2: 16,397 shares 16,397 $879K 0.15% -264 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,000 shares; 2024Q4: 104,655 shares; 2025Q1: 110,655 shares; 2025Q2: 81,725 shares; 2025Q3: 75,005 shares; 2025Q4: 75,005 shares; 2026Q1: 52,500 shares; 2026Q2: 42,500 shares 42,500 $836K 0.14% -10,000 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,855 shares; 2025Q1: 23,940 shares; 2025Q2: 24,109 shares; 2025Q3: 24,171 shares; 2025Q4: 24,196 shares; 2026Q1: 24,592 shares; 2026Q2: 9,287 shares 9,287 $826K 0.14% -15,305 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,117 shares; 2025Q1: 2,119 shares; 2025Q2: 2,121 shares; 2025Q3: 2,124 shares; 2025Q4: 2,112 shares; 2026Q1: 2,076 shares; 2026Q2: 2,008 shares 2,008 $822K 0.14% -68 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: 2,379 shares; 2024Q4: 2,393 shares; 2025Q1: 2,300 shares; 2025Q2: 2,209 shares; 2025Q3: 2,211 shares; 2025Q4: 4,426 shares; 2026Q1: 4,320 shares; 2026Q2: 4,136 shares 4,136 $788K 0.13% -184 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: 2,359 shares; 2024Q4: 2,168 shares; 2025Q1: 10,595 shares; 2025Q2: 7,709 shares; 2025Q3: 7,680 shares; 2025Q4: 8,060 shares; 2026Q1: 8,008 shares; 2026Q2: 7,479 shares 7,479 $769K 0.13% -529 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,392 shares; 2024Q4: 13,392 shares; 2025Q1: 13,874 shares; 2025Q2: 52,608 shares; 2025Q3: 52,737 shares; 2025Q4: 51,193 shares; 2026Q1: 25,662 shares; 2026Q2: 26,670 shares 26,670 $764K 0.13% +1,008 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,881 shares; 2024Q4: 14,494 shares; 2025Q1: 14,156 shares; 2025Q2: 20,165 shares; 2025Q3: 21,904 shares; 2025Q4: 21,833 shares; 2026Q1: 12,996 shares; 2026Q2: 12,660 shares 12,660 $759K 0.13% -336 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 1,984 shares; 2025Q1: 1,989 shares; 2025Q2: 2,028 shares; 2025Q3: 1,952 shares; 2025Q4: 1,981 shares; 2026Q1: 2,094 shares; 2026Q2: 2,028 shares 2,028 $751K 0.13% -66 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: 9,076 shares; 2024Q4: 9,324 shares; 2025Q1: 14,439 shares; 2025Q2: 14,184 shares; 2025Q3: 10,977 shares; 2025Q4: 10,959 shares; 2026Q1: 5,089 shares; 2026Q2: 5,169 shares 5,169 $722K 0.12% +80 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,891 shares; 2024Q4: 7,893 shares; 2025Q1: 7,897 shares; 2025Q2: 6,332 shares; 2025Q3: 6,612 shares; 2025Q4: 6,323 shares; 2026Q1: 6,323 shares; 2026Q2: 44,763 shares 44,763 $718K 0.12% +38,440 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 9,988 shares 9,988 $700K 0.12% +9,987 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,707 shares; 2024Q4: 29,707 shares; 2025Q1: 29,707 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 38,941 shares; 2026Q1: 12,981 shares; 2026Q2: 11,965 shares 11,965 $672K 0.11% -1,016 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 1,981 shares; 2025Q1: 1,970 shares; 2025Q2: 1,822 shares; 2025Q3: 1,749 shares; 2025Q4: 2,061 shares; 2026Q1: 2,010 shares; 2026Q2: 1,704 shares 1,704 $671K 0.11% -306 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 684 shares; 2025Q4: 689 shares; 2026Q1: 8,996 shares; 2026Q2: 9,650 shares 9,650 $671K 0.11% +654 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,792 shares; 2025Q1: 2,813 shares; 2025Q2: 2,678 shares; 2025Q3: 2,758 shares; 2025Q4: 2,219 shares; 2026Q1: 2,233 shares; 2026Q2: 2,244 shares 2,244 $669K 0.11% +11 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: 23 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,167 shares; 2026Q2: 2,218 shares 2,218 $661K 0.11% +1,051 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,219 shares; 2024Q4: 13,219 shares; 2025Q1: 13,219 shares; 2025Q2: 13,219 shares; 2025Q3: 19,141 shares; 2025Q4: 19,141 shares; 2026Q1: 10,736 shares; 2026Q2: 10,950 shares 10,950 $652K 0.11% +214 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 5,581 shares; 2025Q2: 34,468 shares; 2025Q3: 34,859 shares; 2025Q4: 34,859 shares; 2026Q1: 12,900 shares; 2026Q2: 13,622 shares 13,622 $637K 0.11% +722 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: 6,010 shares; 2024Q4: 6,005 shares; 2025Q1: 6,048 shares; 2025Q2: 6,202 shares; 2025Q3: 6,325 shares; 2025Q4: 3,598 shares; 2026Q1: 3,858 shares; 2026Q2: 3,798 shares 3,798 $630K 0.11% -60 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,204 shares; 2025Q1: 1,212 shares; 2025Q2: 1,178 shares; 2025Q3: 1,185 shares; 2025Q4: 1,193 shares; 2026Q1: 1,199 shares; 2026Q2: 1,206 shares 1,206 $614K 0.1% +7 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: 182 shares; 2024Q4: 169 shares; 2025Q1: 53,295 shares; 2025Q2: 55,446 shares; 2025Q3: 55,502 shares; 2025Q4: 55,492 shares; 2026Q1: 55,624 shares; 2026Q2: 144,680 shares 144,680 $614K +89,056 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 11,679 shares; 2024Q4: 9,705 shares; 2025Q1: 9,162 shares; 2025Q2: 8,265 shares; 2025Q3: 8,538 shares; 2025Q4: 8,145 shares; 2026Q1: 6,488 shares; 2026Q2: 6,332 shares 6,332 $609K 0.1% -156 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,447 shares; 2024Q4: 16,447 shares; 2025Q1: 18,004 shares; 2025Q2: 36,004 shares; 2025Q3: 55,327 shares; 2025Q4: 55,327 shares; 2026Q1: 22,036 shares; 2026Q2: 22,692 shares 22,692 $608K 0.1% +656 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,092 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,094 shares 2,094 $594K 0.1% +1 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: 7,861 shares; 2024Q4: 7,785 shares; 2025Q1: 7,664 shares; 2025Q2: 8,580 shares; 2025Q3: 6,774 shares; 2025Q4: 6,831 shares; 2026Q1: 6,491 shares; 2026Q2: 5,710 shares 5,710 $551K 0.09% -781 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,176 shares; 2025Q2: 32,062 shares; 2025Q3: 41,651 shares; 2025Q4: 41,196 shares; 2026Q1: 18,980 shares; 2026Q2: 19,399 shares 19,399 $551K 0.09% +419 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,384 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,237 shares; 2026Q2: 6,187 shares 6,187 $544K 0.09% +4,950 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: 9,004 shares; 2024Q4: 9,014 shares; 2025Q1: 9,022 shares; 2025Q2: 7,710 shares; 2025Q3: 7,593 shares; 2025Q4: 3,937 shares; 2026Q1: 3,940 shares; 2026Q2: 3,943 shares 3,943 $542K 0.09% +3 Timeline PKB 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: 5,132 shares; 2024Q4: 4,774 shares; 2025Q1: 4,775 shares; 2025Q2: 4,779 shares; 2025Q3: 4,780 shares; 2025Q4: 4,781 shares; 2026Q1: 4,783 shares; 2026Q2: 4,788 shares 4,788 $536K 0.09% +5 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959 shares; 2024Q4: 4,970 shares; 2025Q1: 4,976 shares; 2025Q2: 4,984 shares; 2025Q3: 4,991 shares; 2025Q4: 4,999 shares; 2026Q1: 5,017 shares; 2026Q2: 5,013 shares 5,013 $517K 0.09% -4 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,806 shares; 2024Q4: 10,806 shares; 2025Q1: 13,084 shares; 2025Q2: 41,975 shares; 2025Q3: 42,127 shares; 2025Q4: 41,449 shares; 2026Q1: 19,471 shares; 2026Q2: 18,809 shares 18,809 $494K 0.08% -662 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,176 shares; 2025Q1: 76,352 shares; 2025Q2: 73,328 shares; 2025Q3: 73,051 shares; 2025Q4: 81,634 shares; 2026Q1: 81,594 shares; 2026Q2: 77,358 shares 77,358 $491K 0.08% -4,236 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 3,902 shares; 2025Q1: 15,815 shares; 2025Q2: 15,569 shares; 2025Q3: 15,610 shares; 2025Q4: 15,475 shares; 2026Q1: 15,188 shares; 2026Q2: 4,625 shares 4,625 $490K 0.08% -10,563 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: 4,217 shares; 2025Q1: 4,164 shares; 2025Q2: 3,334 shares; 2025Q3: 4,058 shares; 2025Q4: 3,420 shares; 2026Q1: 3,082 shares; 2026Q2: 3,091 shares 3,091 $488K 0.08% +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: 1,441 shares; 2024Q4: 1,385 shares; 2025Q1: 1,373 shares; 2025Q2: 834 shares; 2025Q3: 804 shares; 2025Q4: 755 shares; 2026Q1: 829 shares; 2026Q2: 767 shares 767 $487K 0.08% -62 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares; 2025Q3: 13,517 shares; 2025Q4: 12,659 shares; 2026Q1: 11,387 shares; 2026Q2: 10,891 shares 10,891 $477K 0.08% -496 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: 19,172 shares; 2024Q4: 19,543 shares; 2025Q1: 14,873 shares; 2025Q2: 14,556 shares; 2025Q3: 8,967 shares; 2025Q4: 8,625 shares; 2026Q1: 8,313 shares; 2026Q2: 8,324 shares 8,324 $474K 0.08% +11 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: 2,880 shares; 2024Q4: 2,507 shares; 2025Q1: 1,873 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,876 shares 1,876 $473K 0.08% +1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 1,291 shares 1,291 $458K 0.08% +786 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: 141 shares; 2024Q4: 188 shares; 2025Q1: 20,580 shares; 2025Q2: 17,617 shares; 2025Q3: 17,778 shares; 2025Q4: 17,769 shares; 2026Q1: 17,769 shares; 2026Q2: 6,631 shares 6,631 $447K 0.08% -11,138 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: 4,679 shares; 2024Q4: 2,698 shares; 2025Q1: 9,327 shares; 2025Q2: 9,925 shares; 2025Q3: 9,481 shares; 2025Q4: 9,295 shares; 2026Q1: 9,318 shares; 2026Q2: 1,636 shares 1,636 $442K 0.07% -7,682 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: 1,707 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 2,723 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,728 shares; 2026Q2: 2,637 shares 2,637 $439K 0.07% -91 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,522 shares; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 11,522 shares; 2025Q3: 11,522 shares; 2025Q4: 11,522 shares; 2026Q1: 8,771 shares; 2026Q2: 8,771 shares 8,771 $432K 0.07% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 13,765 shares; 2025Q1: 13,781 shares; 2025Q2: 13,262 shares; 2025Q3: 13,275 shares; 2025Q4: 13,288 shares; 2026Q1: 12,747 shares; 2026Q2: 12,760 shares 12,760 $432K 0.07% +13 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,149 shares; 2025Q1: 4,162 shares; 2025Q2: 4,176 shares; 2025Q3: 4,188 shares; 2025Q4: 4,207 shares; 2026Q1: 3,845 shares; 2026Q2: 3,384 shares 3,384 $431K 0.07% -461 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 645 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $429K 0.07% 0 Timeline VCSH 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: 4,067 shares; 2024Q4: 5,127 shares; 2025Q1: 5,163 shares; 2025Q2: 5,218 shares; 2025Q3: 5,274 shares; 2025Q4: 5,346 shares; 2026Q1: 5,376 shares; 2026Q2: 5,422 shares 5,422 $429K 0.07% +46 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417 shares; 2024Q4: 7,522 shares; 2025Q1: 7,306 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,347 shares; 2026Q1: 7,347 shares; 2026Q2: 6,270 shares 6,270 $423K 0.07% -1,077 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,505 shares; 2025Q1: 7,540 shares; 2025Q2: 7,571 shares; 2025Q3: 7,604 shares; 2025Q4: 7,634 shares; 2026Q1: 7,664 shares; 2026Q2: 7,689 shares 7,689 $415K 0.07% +25 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,433 shares; 2024Q4: 7,897 shares; 2025Q1: 7,619 shares; 2025Q2: 7,888 shares; 2025Q3: 5,981 shares; 2025Q4: 5,656 shares; 2026Q1: 5,467 shares; 2026Q2: 5,111 shares 5,111 $415K 0.07% -356 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: 345 shares; 2024Q4: 700 shares; 2025Q1: 1,496 shares; 2025Q2: 2,176 shares; 2025Q3: 2,884 shares; 2025Q4: 3,500 shares; 2026Q1: 3,672 shares; 2026Q2: 3,545 shares 3,545 $414K 0.07% -127 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: 19,408 shares; 2024Q4: 19,809 shares; 2025Q1: 19,580 shares; 2025Q2: 19,661 shares; 2025Q3: 19,543 shares; 2025Q4: 19,103 shares; 2026Q1: 19,183 shares; 2026Q2: 19,229 shares 19,229 $398K 0.07% +46 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 10,493 shares; 2025Q1: 10,477 shares; 2025Q2: 7,177 shares; 2025Q3: 6,039 shares; 2025Q4: 5,889 shares; 2026Q1: 5,889 shares; 2026Q2: 5,632 shares 5,632 $385K 0.06% -257 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: 775 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 814 shares; 2025Q3: 912 shares; 2025Q4: 885 shares; 2026Q1: 1,062 shares; 2026Q2: 1,026 shares 1,026 $384K 0.06% -36 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares; 2025Q3: 7,960 shares; 2025Q4: 8,071 shares; 2026Q1: 7,130 shares; 2026Q2: 7,017 shares 7,017 $382K 0.06% -113 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: 2,646 shares; 2024Q4: 2,648 shares; 2025Q1: 2,652 shares; 2025Q2: 2,655 shares; 2025Q3: 2,857 shares; 2025Q4: 2,661 shares; 2026Q1: 2,977 shares; 2026Q2: 3,207 shares 3,207 $377K 0.06% +230 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: 864 shares; 2024Q4: 925 shares; 2025Q1: 11,351 shares; 2025Q2: 17,781 shares; 2025Q3: 17,675 shares; 2025Q4: 17,568 shares; 2026Q1: 17,568 shares; 2026Q2: 9,146 shares 9,146 $376K 0.06% -8,422 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,125 shares; 2024Q4: 9,125 shares; 2025Q1: 9,270 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 8,853 shares; 2026Q1: 7,074 shares; 2026Q2: 7,072 shares 7,072 $370K 0.06% -2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,341 shares; 2025Q1: 3,343 shares; 2025Q2: 3,401 shares; 2025Q3: 3,479 shares; 2025Q4: 3,462 shares; 2026Q1: 3,752 shares; 2026Q2: 3,676 shares 3,676 $364K 0.06% -76 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,034 shares; 2024Q4: 15,022 shares; 2025Q1: 18,562 shares; 2025Q2: 18,455 shares; 2025Q3: 18,445 shares; 2025Q4: 18,435 shares; 2026Q1: 7,597 shares; 2026Q2: 7,582 shares 7,582 $359K 0.06% -15 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares; 2026Q2: 5,116 shares 5,116 $358K 0.06% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 4,666 shares; 2026Q1: 4,915 shares; 2026Q2: 4,911 shares 4,911 $358K 0.06% -4 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 7,635 shares; 2025Q3: 10,376 shares; 2025Q4: 7,986 shares; 2026Q1: 6,393 shares; 2026Q2: 6,265 shares 6,265 $354K 0.06% -128 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 143 shares; 2026Q2: 1,171 shares 1,171 $353K 0.06% +1,028 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: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 7,213 shares; 2025Q2: 9,589 shares; 2025Q3: 9,645 shares; 2025Q4: 9,589 shares; 2026Q1: 9,641 shares; 2026Q2: 7,160 shares 7,160 $353K 0.06% -2,481 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 5,315 shares; 2025Q1: 5,334 shares; 2025Q2: 4,663 shares; 2025Q3: 4,698 shares; 2025Q4: 4,739 shares; 2026Q1: 4,752 shares; 2026Q2: 4,772 shares 4,772 $350K 0.06% +20 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: 4,902 shares; 2024Q4: 4,616 shares; 2025Q1: 4,615 shares; 2025Q2: 3,904 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,717 shares; 2026Q2: 2,562 shares 2,562 $347K 0.06% -155 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,047 shares; 2024Q4: 15,114 shares; 2025Q1: 15,075 shares; 2025Q2: 7,723 shares; 2025Q3: 7,333 shares; 2025Q4: 7,333 shares; 2026Q1: 7,333 shares; 2026Q2: 7,333 shares 7,333 $344K 0.06% 0 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: 1,275 shares; 2024Q4: 1,269 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares; 2025Q3: 692 shares; 2025Q4: 673 shares; 2026Q1: 648 shares; 2026Q2: 807 shares 807 $335K 0.06% +159 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 4,511 shares; 2025Q1: 4,534 shares; 2025Q2: 4,563 shares; 2025Q3: 3,910 shares; 2025Q4: 3,942 shares; 2026Q1: 3,964 shares; 2026Q2: 3,991 shares 3,991 $332K 0.06% +27 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: 3,295 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,446 shares; 2025Q4: 3,495 shares; 2026Q1: 3,487 shares; 2026Q2: 3,619 shares 3,619 $328K 0.06% +132 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: not reported; 2024Q4: not reported; 2025Q1: 298,275 shares; 2025Q2: 261,798 shares; 2025Q3: 261,798 shares; 2025Q4: 261,798 shares; 2026Q1: 261,798 shares; 2026Q2: 319,249 shares 319,249 $319K 0.05% +57,451 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,711 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712 $317K 0.05% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,653 shares; 2024Q4: 9,691 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 10,027 shares; 2025Q4: 11,427 shares; 2026Q1: 6,031 shares; 2026Q2: 5,813 shares 5,813 $315K 0.05% -218 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 14,700 shares 14,700 $310K 0.05% +13,267 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: 225 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 500 shares; 2025Q4: 983 shares; 2026Q1: 963 shares; 2026Q2: 908 shares 908 $304K 0.05% -55 Timeline EGUS 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: 5,184 shares 5,184 $303K 0.05% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 32,265 shares; 2025Q2: 1,034 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,244 shares 1,244 $302K 0.05% +182 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,423 shares; 2024Q4: 3,500 shares; 2025Q1: 3,490 shares; 2025Q2: 3,298 shares; 2025Q3: 3,305 shares; 2025Q4: 3,061 shares; 2026Q1: 3,066 shares; 2026Q2: 2,918 shares 2,918 $298K 0.05% -148 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: 2,001 shares; 2024Q4: 1,813 shares; 2025Q1: 1,753 shares; 2025Q2: 1,376 shares; 2025Q3: 1,399 shares; 2025Q4: 1,366 shares; 2026Q1: 1,646 shares; 2026Q2: 1,353 shares 1,353 $293K 0.05% -293 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,358 shares; 2025Q3: 3,416 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares; 2026Q2: 3,434 shares 3,434 $290K 0.05% +5 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: 7,133 shares; 2024Q4: 8,354 shares; 2025Q1: 7,115 shares; 2025Q2: 17,234 shares; 2025Q3: 17,194 shares; 2025Q4: 17,243 shares; 2026Q1: 19,321 shares; 2026Q2: 13,416 shares 13,416 $287K 0.05% -5,905 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: 241 shares; 2024Q4: 460 shares; 2025Q1: 536 shares; 2025Q2: 694 shares; 2025Q3: 813 shares; 2025Q4: 796 shares; 2026Q1: 407 shares; 2026Q2: 376 shares 376 $287K 0.05% -31 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 105 shares; 2025Q2: 1,058 shares; 2025Q3: 1,688 shares; 2025Q4: 1,613 shares; 2026Q1: 1,638 shares; 2026Q2: 1,659 shares 1,659 $282K 0.05% +21 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 900 shares; 2025Q1: 14,230 shares; 2025Q2: 17,677 shares; 2025Q3: 17,678 shares; 2025Q4: 17,669 shares; 2026Q1: 17,781 shares; 2026Q2: 4,566 shares 4,566 $276K 0.05% -13,215 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares; 2026Q2: 4,072 shares 4,072 $267K 0.04% 0 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: 10,335 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 12,384 shares; 2026Q1: 9,504 shares; 2026Q2: 9,504 shares 9,504 $262K 0.04% 0 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: 987 shares; 2024Q4: 991 shares; 2025Q1: 996 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 654 shares; 2026Q1: 656 shares; 2026Q2: 658 shares 658 $261K 0.04% +2 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: 1,034 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 785 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 528 shares; 2026Q2: 520 shares 520 $261K 0.04% -8 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 6,743 shares; 2025Q2: 6,743 shares; 2025Q3: 6,743 shares; 2025Q4: 6,413 shares; 2026Q1: 4,535 shares; 2026Q2: 4,535 shares 4,535 $250K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 61 shares; 2026Q1: 56 shares; 2026Q2: 1,401 shares 1,401 $250K 0.04% +1,345 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: 1,591 shares; 2024Q4: 1,594 shares; 2025Q1: 1,641 shares; 2025Q2: 1,979 shares; 2025Q3: 1,945 shares; 2025Q4: 1,987 shares; 2026Q1: 1,884 shares; 2026Q2: 1,330 shares 1,330 $246K 0.04% -554 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: not reported; 2024Q4: 590 shares; 2025Q1: 18,318 shares; 2025Q2: 65,408 shares; 2025Q3: 65,702 shares; 2025Q4: 65,702 shares; 2026Q1: 64,818 shares; 2026Q2: 78,510 shares 78,510 $245K 0.04% +13,692 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: 6,663 shares; 2024Q4: 6,895 shares; 2025Q1: 6,725 shares; 2025Q2: 6,737 shares; 2025Q3: 6,749 shares; 2025Q4: 6,589 shares; 2026Q1: 6,600 shares; 2026Q2: 6,611 shares 6,611 $243K 0.04% +11 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,304 shares; 2025Q4: 3,154 shares; 2026Q1: 3,154 shares; 2026Q2: 3,005 shares 3,005 $243K 0.04% -149 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,353 shares; 2024Q4: 8,353 shares; 2025Q1: 8,353 shares; 2025Q2: 8,353 shares; 2025Q3: 8,353 shares; 2025Q4: 8,353 shares; 2026Q1: 6,603 shares; 2026Q2: 6,603 shares 6,603 $235K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 472 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 8,891 shares 8,891 $232K 0.04% +8,461 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,051 shares; 2025Q1: 2,013 shares; 2025Q2: 2,034 shares; 2025Q3: 2,055 shares; 2025Q4: 2,084 shares; 2026Q1: 2,098 shares; 2026Q2: 2,121 shares 2,121 $231K 0.04% +23 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,683 shares; 2025Q1: 5,036 shares; 2025Q2: 5,722 shares; 2025Q3: 5,795 shares; 2025Q4: 5,369 shares; 2026Q1: 4,597 shares; 2026Q2: 3,984 shares 3,984 $230K 0.04% -613 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,078 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,755 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $228K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 257 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 2,725 shares 2,725 $225K 0.04% +2,271 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 2,403 shares 2,403 $225K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 452 shares; 2025Q1: 540 shares; 2025Q2: 7,160 shares; 2025Q3: 7,829 shares; 2025Q4: 7,805 shares; 2026Q1: 7,785 shares; 2026Q2: 7,037 shares 7,037 $217K 0.04% -748 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: 703 shares; 2024Q4: 542 shares; 2025Q1: 26,651 shares; 2025Q2: 35,145 shares; 2025Q3: 35,150 shares; 2025Q4: 32,380 shares; 2026Q1: 32,386 shares; 2026Q2: 36,475 shares 36,475 $216K 0.04% +4,089 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $216K 0.04% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,550 shares; 2024Q4: 28,550 shares; 2025Q1: 28,135 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 20,870 shares; 2026Q1: 20,870 shares; 2026Q2: 20,870 shares 20,870 $215K 0.04% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 791 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $215K 0.04% 0 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: 3,275 shares; 2024Q4: 3,337 shares; 2025Q1: 2,489 shares; 2025Q2: 2,492 shares; 2025Q3: 2,377 shares; 2025Q4: 2,279 shares; 2026Q1: 2,631 shares; 2026Q2: 2,283 shares 2,283 $211K 0.04% -348 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 12,007 shares; 2025Q2: 12,461 shares; 2025Q3: 12,461 shares; 2025Q4: 12,461 shares; 2026Q1: 12,461 shares; 2026Q2: 1,710 shares 1,710 $211K 0.04% -10,751 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 430 shares 430 $208K 0.03% -20 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: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,883 shares; 2026Q2: 4,883 shares 4,883 $204K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,788 shares; 2025Q1: 1,791 shares; 2025Q2: 1,815 shares; 2025Q3: 1,830 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares; 2026Q2: 1,830 shares 1,830 $200K 0.03% +27 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares; 2026Q2: 2,488 shares 2,488 $199K 0.03% 0 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 4,570 shares; 2025Q1: 12,894 shares; 2025Q2: 12,984 shares; 2025Q3: 12,984 shares; 2025Q4: 13,592 shares; 2026Q1: 7,811 shares; 2026Q2: 7,328 shares 7,328 $199K 0.03% -483 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: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,020 shares; 2025Q2: 994 shares; 2025Q3: 996 shares; 2025Q4: 1,020 shares; 2026Q1: 984 shares; 2026Q2: 945 shares 945 $198K 0.03% -39 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 753 shares 753 $196K 0.03% -11 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 301 shares; 2025Q1: 326 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 375 shares; 2026Q1: 400 shares; 2026Q2: 600 shares 600 $191K 0.03% +200 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 325 shares; 2025Q3: 450 shares; 2025Q4: 500 shares; 2026Q1: 750 shares; 2026Q2: 684 shares 684 $189K 0.03% -66 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 7,263 shares; 2025Q2: 6,579 shares; 2025Q3: 6,579 shares; 2025Q4: 6,579 shares; 2026Q1: 3,217 shares; 2026Q2: 3,064 shares 3,064 $187K 0.03% -153 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 19,000 shares; 2025Q2: 15,915 shares; 2025Q3: 15,915 shares; 2025Q4: 15,915 shares; 2026Q1: 15,915 shares; 2026Q2: 6,940 shares 6,940 $186K 0.03% -8,975 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: 627 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 559 shares; 2026Q2: 510 shares 510 $185K 0.03% -49 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: 287 shares; 2024Q4: 288 shares; 2025Q1: 289 shares; 2025Q2: 304 shares; 2025Q3: 108 shares; 2025Q4: 73 shares; 2026Q1: 452 shares; 2026Q2: 13,019 shares 13,019 $182K 0.03% +12,567 Timeline PIO 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: 4,005 shares; 2024Q4: 4,006 shares; 2025Q1: 4,007 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,015 shares; 2026Q1: 4,016 shares; 2026Q2: 4,022 shares 4,022 $181K 0.03% +6 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 6,998 shares; 2025Q4: 5,939 shares; 2026Q1: 5,035 shares; 2026Q2: 3,466 shares 3,466 $181K 0.03% -1,569 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,792 shares; 2024Q4: 3,665 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $180K 0.03% 0 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: 100 shares; 2025Q2: 375 shares; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 886 shares; 2026Q2: 1,802 shares 1,802 $179K 0.03% +916 Timeline GDX 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: 2,347 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,392 shares; 2025Q4: 2,366 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $177K 0.03% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,718 shares; 2025Q1: 2,734 shares; 2025Q2: 2,744 shares; 2025Q3: 2,755 shares; 2025Q4: 2,771 shares; 2026Q1: 2,785 shares; 2026Q2: 2,793 shares 2,793 $176K 0.03% +8 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: 156 shares; 2024Q4: 156 shares; 2025Q1: 15,378 shares; 2025Q2: 12,958 shares; 2025Q3: 13,008 shares; 2025Q4: 13,009 shares; 2026Q1: 12,993 shares; 2026Q2: 6,457 shares 6,457 $175K 0.03% -6,536 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: 2,351 shares; 2024Q4: 2,364 shares; 2025Q1: 2,379 shares; 2025Q2: 2,416 shares; 2025Q3: 2,430 shares; 2025Q4: 2,420 shares; 2026Q1: 2,433 shares; 2026Q2: 2,446 shares 2,446 $175K 0.03% +13 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 160 shares; 2025Q1: 52 shares; 2025Q2: 133 shares; 2025Q3: 879 shares; 2025Q4: 958 shares; 2026Q1: 946 shares; 2026Q2: 1,053 shares 1,053 $174K 0.03% +107 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: 797 shares; 2024Q4: 798 shares; 2025Q1: 799 shares; 2025Q2: 800 shares; 2025Q3: 787 shares; 2025Q4: 786 shares; 2026Q1: 808 shares; 2026Q2: 788 shares 788 $174K 0.03% -20 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 294 shares; 2025Q4: 273 shares; 2026Q1: 517 shares; 2026Q2: 573 shares 573 $168K 0.03% +56 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,352 shares; 2025Q3: 1,362 shares; 2025Q4: 1,289 shares; 2026Q1: 1,191 shares; 2026Q2: 1,192 shares 1,192 $167K 0.03% +1 Timeline PBD 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: 8,398 shares; 2024Q4: 8,404 shares; 2025Q1: 8,418 shares; 2025Q2: 8,436 shares; 2025Q3: 8,449 shares; 2025Q4: 8,458 shares; 2026Q1: 8,460 shares; 2026Q2: 8,467 shares 8,467 $166K 0.03% +7 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: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares 1,397 $165K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 2,197 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,793 shares; 2026Q1: 1,793 shares; 2026Q2: 1,793 shares 1,793 $164K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 33 shares; 2025Q2: 262 shares; 2025Q3: 422 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 419 shares 419 $157K 0.03% +8 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,143 shares; 2024Q4: 27,143 shares; 2025Q1: 27,143 shares; 2025Q2: 27,143 shares; 2025Q3: 27,143 shares; 2025Q4: 21,604 shares; 2026Q1: 21,604 shares; 2026Q2: 21,604 shares 21,604 $157K 0.03% 0 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: 1,785 shares; 2024Q4: 1,790 shares; 2025Q1: 1,800 shares; 2025Q2: 1,632 shares; 2025Q3: 1,639 shares; 2025Q4: 1,648 shares; 2026Q1: 1,659 shares; 2026Q2: 1,668 shares 1,668 $156K 0.03% +9 Timeline VCR 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: 423 shares; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 426 shares; 2025Q3: 389 shares; 2025Q4: 390 shares; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $155K 0.03% 0 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $154K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 318 shares; 2025Q1: 283 shares; 2025Q2: 112 shares; 2025Q3: 342 shares; 2025Q4: 382 shares; 2026Q1: 196 shares; 2026Q2: 296 shares 296 $153K 0.03% +100 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: 2,631 shares; 2025Q1: 2,482 shares; 2025Q2: 2,125 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares; 2026Q2: 1,977 shares 1,977 $152K 0.03% +61 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 1,991 shares; 2025Q1: 1,953 shares; 2025Q2: 1,826 shares; 2025Q3: 1,806 shares; 2025Q4: 1,828 shares; 2026Q1: 1,838 shares; 2026Q2: 1,854 shares 1,854 $152K 0.03% +16 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: 118 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 300 shares; 2026Q1: 308 shares; 2026Q2: 296 shares 296 $152K 0.03% -12 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,708 shares; 2025Q1: 2,743 shares; 2025Q2: 2,774 shares; 2025Q3: 2,807 shares; 2025Q4: 2,843 shares; 2026Q1: 2,881 shares; 2026Q2: 2,923 shares 2,923 $152K 0.03% +42 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 520 shares; 2025Q1: 525 shares; 2025Q2: 974 shares; 2025Q3: 1,027 shares; 2025Q4: 1,031 shares; 2026Q1: 987 shares; 2026Q2: 991 shares 991 $151K 0.03% +4 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,767 shares; 2025Q1: 4,817 shares; 2025Q2: 4,873 shares; 2025Q3: 4,925 shares; 2025Q4: 4,979 shares; 2026Q1: 5,034 shares; 2026Q2: 5,308 shares 5,308 $151K 0.03% +274 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,715 shares; 2025Q3: 56,715 shares; 2025Q4: 56,715 shares; 2026Q1: 56,715 shares; 2026Q2: 149,445 shares 149,445 $149K 0.03% +92,730 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,855 shares; 2025Q2: 87,906 shares; 2025Q3: 87,906 shares; 2025Q4: 116,742 shares; 2026Q1: 116,742 shares; 2026Q2: 147,371 shares 147,371 $147K 0.02% +30,629 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: 194 shares; 2024Q4: 222 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 454 shares; 2026Q2: 397 shares 397 $146K 0.02% -57 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 2,735 shares; 2026Q2: 2,821 shares 2,821 $145K 0.02% +86 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,036 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,818 shares 144,818 $145K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,063 shares; 2024Q4: 9,337 shares; 2025Q1: 8,216 shares; 2025Q2: 7,844 shares; 2025Q3: 7,036 shares; 2025Q4: 6,398 shares; 2026Q1: 7,472 shares; 2026Q2: 5,991 shares 5,991 $144K 0.02% -1,481 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: not reported; 2024Q4: not reported; 2025Q1: 103,163 shares; 2025Q2: 88,842 shares; 2025Q3: 88,842 shares; 2025Q4: 111,914 shares; 2026Q1: 111,914 shares; 2026Q2: 143,248 shares 143,248 $143K 0.02% +31,334 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,362 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares; 2026Q1: 3,000 shares; 2026Q2: 3,030 shares 3,030 $143K 0.02% +30 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,572 shares; 2025Q1: 3,340 shares; 2025Q2: 2,048 shares; 2025Q3: 1,861 shares; 2025Q4: 1,872 shares; 2026Q1: 1,877 shares; 2026Q2: 1,903 shares 1,903 $142K 0.02% +26 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: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 18 shares; 2026Q1: 769 shares; 2026Q2: 933 shares 933 $141K 0.02% +164 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 668 shares; 2026Q2: 81,671 shares 81,671 $139K 0.02% +81,003 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $139K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 3,723 shares; 2025Q3: 2,650 shares; 2025Q4: 2,234 shares; 2026Q1: 2,178 shares; 2026Q2: 1,792 shares 1,792 $137K 0.02% -386 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: 631 shares; 2024Q4: 619 shares; 2025Q1: 595 shares; 2025Q2: 528 shares; 2025Q3: 529 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 497 shares 497 $137K 0.02% -33 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,389 shares; 2025Q1: 1,391 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares; 2026Q2: 1,186 shares 1,186 $133K 0.02% -59 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: 946 shares; 2024Q4: 951 shares; 2025Q1: 1,258 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,016 shares; 2026Q1: 1,022 shares; 2026Q2: 1,028 shares 1,028 $130K 0.02% +6 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 220 shares; 2026Q2: 11,972 shares 11,972 $129K 0.02% +11,752 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 2,495 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 4,385 shares 4,385 $129K 0.02% +2,390 Timeline RSPH 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: 4,529 shares; 2024Q4: 4,538 shares; 2025Q1: 4,546 shares; 2025Q2: 4,555 shares; 2025Q3: 3,819 shares; 2025Q4: 3,825 shares; 2026Q1: 3,832 shares; 2026Q2: 3,839 shares 3,839 $127K 0.02% +7 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $127K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 1,235 shares; 2026Q2: 935 shares 935 $126K 0.02% -300 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 967 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 815 shares 815 $125K 0.02% -55 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $125K 0.02% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 5,364 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares; 2025Q4: 5,364 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $123K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,290 shares; 2025Q1: 5,370 shares; 2025Q2: 4,447 shares; 2025Q3: 3,827 shares; 2025Q4: 3,208 shares; 2026Q1: 3,191 shares; 2026Q2: 2,938 shares 2,938 $121K 0.02% -253 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $119K 0.02% 0 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: 1,500 shares; 2024Q4: 1,921 shares; 2025Q1: 233,781 shares; 2025Q2: 218,406 shares; 2025Q3: 218,406 shares; 2025Q4: 75,470 shares; 2026Q1: 75,472 shares; 2026Q2: 87,219 shares 87,219 $116K 0.02% +11,747 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $114K 0.02% 0 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: 25 shares; 2026Q1: 52 shares; 2026Q2: 50 shares 50 $114K 0.02% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 979 shares; 2025Q1: 985 shares; 2025Q2: 1,008 shares; 2025Q3: 1,019 shares; 2025Q4: 60,217 shares; 2026Q1: 60,222 shares; 2026Q2: 69,782 shares 69,782 $113K 0.02% +9,560 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,140 shares 1,140 $111K 0.02% +40 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 13,225 shares; 2025Q2: 12,415 shares; 2025Q3: 12,415 shares; 2025Q4: 12,415 shares; 2026Q1: 12,415 shares; 2026Q2: 1,106 shares 1,106 $110K 0.02% -11,309 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,234 shares; 2024Q4: 5,634 shares; 2025Q1: 5,134 shares; 2025Q2: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,234 shares; 2026Q1: 5,434 shares; 2026Q2: 6,069 shares 6,069 $109K 0.02% +635 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 2,552 shares; 2026Q1: 2,119 shares; 2026Q2: 2,119 shares 2,119 $107K 0.02% 0 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,179 shares; 2025Q4: 2,181 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $105K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $104K 0.02% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; 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: 375 shares 375 $102K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,071 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $102K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: 426 shares 426 $102K 0.02% +41 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,741 shares; 2025Q3: 2,506 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares; 2026Q2: 2,210 shares 2,210 $101K 0.02% -189 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: 420 shares; 2024Q4: 422 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 433 shares; 2025Q4: 391 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $100K 0.02% 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: 378 shares; 2024Q4: 2,007 shares; 2025Q1: 2,020 shares; 2025Q2: 2,031 shares; 2025Q3: 385 shares; 2025Q4: 386 shares; 2026Q1: 388 shares; 2026Q2: 389 shares 389 $99.4K 0.02% +1 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 2,659 shares; 2025Q3: 2,678 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 1,984 shares 1,984 $99K 0.02% -734 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 526 shares; 2025Q1: 533 shares; 2025Q2: 551 shares; 2025Q3: 574 shares; 2025Q4: 572 shares; 2026Q1: 1,232 shares; 2026Q2: 1,219 shares 1,219 $97.5K 0.02% -13 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: 1,335 shares; 2024Q4: 1,305 shares; 2025Q1: 1,247 shares; 2025Q2: 1,109 shares; 2025Q3: 854 shares; 2025Q4: 776 shares; 2026Q1: 737 shares; 2026Q2: 619 shares 619 $97K 0.02% -118 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 81 shares; 2025Q3: 117 shares; 2025Q4: 107 shares; 2026Q1: 1,107 shares; 2026Q2: 1,107 shares 1,107 $96.2K 0.02% 0 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,183 shares; 2025Q3: 5,783 shares; 2025Q4: 5,783 shares; 2026Q1: 6,783 shares; 2026Q2: 6,783 shares 6,783 $96K 0.02% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,731 shares; 2025Q3: 6,176 shares; 2025Q4: 8,003 shares; 2026Q1: 3,870 shares; 2026Q2: 3,430 shares 3,430 $95.3K 0.02% -440 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $94.5K 0.02% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 1,250 shares; 2025Q3: 1,400 shares; 2025Q4: 1,425 shares; 2026Q1: 700 shares; 2026Q2: 5,970 shares 5,970 $91.3K 0.02% +5,270 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 383 shares 383 $91.1K 0.02% -50 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 114 shares; 2025Q1: 124 shares; 2025Q2: 433 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 666 shares; 2026Q2: 636 shares 636 $91K 0.02% -30 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: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 320 shares; 2025Q3: 527 shares; 2025Q4: 526 shares; 2026Q1: 518 shares; 2026Q2: 406 shares 406 $90.9K 0.02% -112 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 27 shares; 2025Q2: 70 shares; 2025Q3: 116 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 126 shares 126 $90.8K 0.02% +20 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 6,353 shares; 2025Q2: 7,320 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares; 2026Q1: 7,620 shares; 2026Q2: 4,074 shares 4,074 $89.6K 0.02% -3,546 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 506 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 402 shares; 2026Q2: 404 shares 404 $89.3K 0.02% +2 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 136 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 9,399 shares 9,399 $88K 0.01% +9,199 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 426 shares 426 $87.3K 0.01% -6 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 361 shares; 2026Q1: 362 shares; 2026Q2: 363 shares 363 $86.2K 0.01% +1 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: 332 shares; 2024Q4: 252 shares; 2025Q1: 106,571 shares; 2025Q2: 96,216 shares; 2025Q3: 96,216 shares; 2025Q4: 96,216 shares; 2026Q1: 96,516 shares; 2026Q2: 543 shares 543 $85.9K 0.01% -95,973 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $85.8K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,456 shares; 2025Q1: 1,466 shares; 2025Q2: 1,476 shares; 2025Q3: 1,488 shares; 2025Q4: 1,498 shares; 2026Q1: 1,506 shares; 2026Q2: 1,514 shares 1,514 $85.7K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 195 shares 195 $85.4K 0.01% +21 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $85.2K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 881 shares; 2025Q1: 819 shares; 2025Q2: 54,424 shares; 2025Q3: 54,249 shares; 2025Q4: 54,249 shares; 2026Q1: 53,899 shares; 2026Q2: 68,394 shares 68,394 $83.2K 0.01% +14,495 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 338 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 344 shares; 2025Q4: 346 shares; 2026Q1: 348 shares; 2026Q2: 346 shares 346 $82.4K 0.01% -2 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $82.3K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,479 shares; 2024Q4: 4,371 shares; 2025Q1: 4,377 shares; 2025Q2: 3,778 shares; 2025Q3: 4,284 shares; 2025Q4: 3,793 shares; 2026Q1: 3,301 shares; 2026Q2: 3,309 shares 3,309 $81.2K 0.01% +8 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,780 shares; 2025Q4: 2,380 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $80.7K 0.01% 0 Timeline VHT 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: 536 shares; 2024Q4: 511 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 265 shares; 2025Q4: 267 shares; 2026Q1: 268 shares; 2026Q2: 269 shares 269 $80.3K 0.01% +1 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 3,054 shares; 2025Q1: 2,624 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $79.5K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 312 shares 312 $79.4K 0.01% +227 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 870 shares 870 $78.7K 0.01% -15 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $78.6K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,672 shares; 2026Q2: 2,672 shares 2,672 $78.6K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares; 2026Q1: 2,941 shares; 2026Q2: 2,941 shares 2,941 $78.4K 0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,065 shares; 2026Q2: 2,018 shares 2,018 $77.8K 0.01% -47 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,471 shares; 2025Q1: 1,476 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,546 shares; 2026Q1: 1,552 shares; 2026Q2: 1,563 shares 1,563 $75.7K 0.01% +11 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: 12,421 shares; 2025Q2: 13,697 shares; 2025Q3: 13,697 shares; 2025Q4: 13,947 shares; 2026Q1: 14,097 shares; 2026Q2: 3,827 shares 3,827 $75K 0.01% -10,270 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812 shares; 2024Q4: 813 shares; 2025Q1: 815 shares; 2025Q2: 629 shares; 2025Q3: 630 shares; 2025Q4: 632 shares; 2026Q1: 539 shares; 2026Q2: 540 shares 540 $73.9K 0.01% +1 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,837 shares; 2024Q4: 5,837 shares; 2025Q1: 5,771 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares; 2026Q2: 3,271 shares 3,271 $71.9K 0.01% 0 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 4,573 shares; 2025Q1: 4,622 shares; 2025Q2: 4,673 shares; 2025Q3: 4,727 shares; 2025Q4: 4,788 shares; 2026Q1: 4,834 shares; 2026Q2: 4,878 shares 4,878 $71.9K 0.01% +44 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 1,601 shares; 2026Q2: 1,350 shares 1,350 $71.7K 0.01% -251 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $71K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $71K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares; 2026Q2: 14,369 shares 14,369 $70.8K 0.01% +12,022 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: 314 shares 314 $70.3K 0.01% new Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO 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: 69,930 shares 69,930 $69.9K 0.01% new Timeline OFS OFS CAP CORP More: the full row for OFS CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,421 shares; 2024Q4: 16,072 shares; 2025Q1: 16,669 shares; 2025Q2: 17,338 shares; 2025Q3: 18,103 shares; 2025Q4: 18,745 shares; 2026Q1: 19,672 shares; 2026Q2: 19,672 shares 19,672 $69.6K 0.01% 0 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: 314 shares 314 $69.4K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 768 shares; 2025Q2: 582 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 363 shares 363 $69K 0.01% -91 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,965 shares; 2025Q1: 987 shares; 2025Q2: 992 shares; 2025Q3: 997 shares; 2025Q4: 1,003 shares; 2026Q1: 1,010 shares; 2026Q2: 1,015 shares 1,015 $68.8K 0.01% +5 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 767 shares; 2025Q1: 771 shares; 2025Q2: 770 shares; 2025Q3: 706 shares; 2025Q4: 715 shares; 2026Q1: 719 shares; 2026Q2: 726 shares 726 $68.7K 0.01% +7 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: 1,089 shares; 2024Q4: 1,099 shares; 2025Q1: 1,109 shares; 2025Q2: 1,119 shares; 2025Q3: 1,128 shares; 2025Q4: 1,138 shares; 2026Q1: 1,147 shares; 2026Q2: 1,004 shares 1,004 $68.5K 0.01% -143 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,849 shares; 2026Q1: 2,364 shares; 2026Q2: 3,364 shares 3,364 $68.1K 0.01% +1,000 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,378 shares; 2024Q4: 5,757 shares; 2025Q1: 5,757 shares; 2025Q2: 5,477 shares; 2025Q3: 5,477 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares; 2026Q2: 3,751 shares 3,751 $67.8K 0.01% +189 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,212 shares; 2025Q1: 1,224 shares; 2025Q2: 1,275 shares; 2025Q3: 1,332 shares; 2025Q4: 1,336 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $67.7K 0.01% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $67K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 591 shares; 2026Q1: 569 shares; 2026Q2: 30,853 shares 30,853 $66.9K 0.01% +30,284 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: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 14,750 shares 14,750 $66.8K 0.01% +14,416 Timeline RSPN 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: 2,842 shares; 2024Q4: 2,850 shares; 2025Q1: 2,855 shares; 2025Q2: 2,861 shares; 2025Q3: 2,645 shares; 2025Q4: 2,649 shares; 2026Q1: 2,654 shares; 2026Q2: 1,037 shares 1,037 $66.3K 0.01% -1,617 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 553 shares; 2025Q1: 578 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $65.6K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 593 shares; 2026Q1: 593 shares; 2026Q2: 5,949 shares 5,949 $65.3K 0.01% +5,356 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $64.5K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 254 shares; 2026Q2: 255 shares 255 $64.1K 0.01% +1 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: 96 shares; 2024Q4: 94 shares; 2025Q1: 312 shares; 2025Q2: 548 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 512 shares 512 $63.7K 0.01% -27 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 2,166 shares; 2025Q1: 2,157 shares; 2025Q2: 1,151 shares; 2025Q3: 1,055 shares; 2025Q4: 645 shares; 2026Q1: 581 shares; 2026Q2: 477 shares 477 $62.3K 0.01% -104 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 145 shares; 2025Q1: 102 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares; 2026Q2: 729 shares 729 $61.7K 0.01% -8 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 266 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 284 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $61.7K 0.01% 0 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 679 shares; 2026Q1: 1,679 shares; 2026Q2: 2,778 shares 2,778 $61.4K 0.01% +1,099 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $61.1K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 637 shares 637 $60.9K 0.01% +237 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares; 2026Q2: 774 shares 774 $60.5K 0.01% -3 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares; 2026Q2: 1,148 shares 1,148 $60.1K 0.01% +25 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: 848 shares; 2024Q4: 402 shares; 2025Q1: 459 shares; 2025Q2: 1,113 shares; 2025Q3: 768 shares; 2025Q4: 769 shares; 2026Q1: 770 shares; 2026Q2: 657 shares 657 $59.6K 0.01% -113 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 488 shares; 2025Q1: 451 shares; 2025Q2: 536 shares; 2025Q3: 538 shares; 2025Q4: 542 shares; 2026Q1: 547 shares; 2026Q2: 551 shares 551 $59.4K 0.01% +4 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: 814 shares; 2024Q4: 775 shares; 2025Q1: 682 shares; 2025Q2: 985 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares; 2026Q1: 814 shares; 2026Q2: 824 shares 824 $59.3K 0.01% +10 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 259 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 616 shares 616 $59.2K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 613 shares; 2025Q1: 620 shares; 2025Q2: 585 shares; 2025Q3: 590 shares; 2025Q4: 595 shares; 2026Q1: 599 shares; 2026Q2: 716 shares 716 $59.1K 0.01% +117 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 6,580 shares 6,580 $58.8K 0.01% +6,268 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,764 shares; 2026Q2: 1,764 shares 1,764 $58.6K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,571 shares; 2025Q1: 1,607 shares; 2025Q2: 2,320 shares; 2025Q3: 2,338 shares; 2025Q4: 17,747 shares; 2026Q1: 17,771 shares; 2026Q2: 1,750 shares 1,750 $58.3K 0.01% -16,021 Timeline CWB 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: 523 shares; 2024Q4: 526 shares; 2025Q1: 528 shares; 2025Q2: 531 shares; 2025Q3: 533 shares; 2025Q4: 536 shares; 2026Q1: 537 shares; 2026Q2: 539 shares 539 $58.2K 0.01% +2 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 300 shares; 2025Q4: 365 shares; 2026Q1: 240 shares; 2026Q2: 362 shares 362 $57.5K 0.01% +122 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,063 shares 57,063 $57.1K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,238 shares; 2025Q1: 2,241 shares; 2025Q2: 2,244 shares; 2025Q3: 2,247 shares; 2025Q4: 2,250 shares; 2026Q1: 2,253 shares; 2026Q2: 2,256 shares 2,256 $57K 0.01% +3 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,533 shares 56,533 $56.5K 0.01% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 570 shares; 2026Q1: 549 shares; 2026Q2: 539 shares 539 $56.1K 0.01% -10 Timeline GURU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $56K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 296 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $55.2K 0.01% 0 Timeline GSUS 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: 528 shares; 2025Q4: 530 shares; 2026Q1: 531 shares; 2026Q2: 533 shares 533 $54.9K 0.01% +2 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 3,807 shares; 2025Q1: 3,898 shares; 2025Q2: 3,990 shares; 2025Q3: 5,254 shares; 2025Q4: 5,340 shares; 2026Q1: 5,430 shares; 2026Q2: 5,518 shares 5,518 $54.1K 0.01% +88 Timeline GCOR 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: 1,273 shares; 2025Q4: 1,287 shares; 2026Q1: 1,300 shares; 2026Q2: 1,313 shares 1,313 $54.1K 0.01% +13 Timeline VNQ 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: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 281 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $54K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 378 shares; 2026Q1: 450 shares; 2026Q2: 380 shares 380 $53.9K 0.01% -70 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: 1,598 shares; 2024Q4: 2,003 shares; 2025Q1: 1,765 shares; 2025Q2: 1,550 shares; 2025Q3: 1,870 shares; 2025Q4: 1,920 shares; 2026Q1: 970 shares; 2026Q2: 746 shares 746 $53.8K 0.01% -224 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 309 shares; 2025Q1: 310 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 241 shares; 2026Q2: 242 shares 242 $53.8K 0.01% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 159 shares; 2026Q1: 155 shares; 2026Q2: 170 shares 170 $53.6K 0.01% +15 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,474 shares; 2025Q2: 51,085 shares; 2025Q3: 51,085 shares; 2025Q4: 54,042 shares; 2026Q1: 54,042 shares; 2026Q2: 53,303 shares 53,303 $53.3K 0.01% -739 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $53.1K 0.01% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 3,751 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 1,424 shares; 2026Q2: 1,166 shares 1,166 $53.1K 0.01% -258 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 864 shares; 2025Q1: 867 shares; 2025Q2: 587 shares; 2025Q3: 591 shares; 2025Q4: 594 shares; 2026Q1: 595 shares; 2026Q2: 606 shares 606 $51.6K 0.01% +11 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 9,421 shares; 2025Q2: 10,146 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares; 2026Q2: 13,800 shares 13,800 $51.5K 0.01% +3,654 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 200 shares; 2026Q2: 223 shares 223 $51.2K 0.01% +23 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 625 shares 625 $51.1K 0.01% 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: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $51.1K 0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 294 shares; 2026Q2: 502 shares 502 $51K 0.01% +208 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $50.7K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 496 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 498 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $50.5K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $50.3K 0.01% 0 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 758 shares; 2025Q4: 307 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $49.6K 0.01% 0 Timeline VPU 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $48.9K 0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 325 shares 325 $48.2K 0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 543 shares; 2025Q4: 659 shares; 2026Q1: 638 shares; 2026Q2: 628 shares 628 $47.8K 0.01% -10 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $47.7K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 462 shares; 2025Q4: 6,496 shares; 2026Q1: 6,496 shares; 2026Q2: 6,953 shares 6,953 $47.3K 0.01% +457 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 535 shares; 2025Q1: 539 shares; 2025Q2: 543 shares; 2025Q3: 745 shares; 2025Q4: 548 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $46.8K 0.01% 0 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: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $46.7K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $46.6K 0.01% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 650 shares 650 $46K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 500 shares; 2025Q1: 3,892 shares; 2025Q2: 3,346 shares; 2025Q3: 3,606 shares; 2025Q4: 3,418 shares; 2026Q1: 3,271 shares; 2026Q2: 4,604 shares 4,604 $45.6K 0.01% +1,333 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,558 shares; 2025Q2: 31,480 shares; 2025Q3: 31,480 shares; 2025Q4: 31,480 shares; 2026Q1: 31,480 shares; 2026Q2: 45,547 shares 45,547 $45.5K 0.01% +14,067 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,325 shares; 2025Q2: 28,270 shares; 2025Q3: 28,270 shares; 2025Q4: 28,270 shares; 2026Q1: 28,270 shares; 2026Q2: 45,509 shares 45,509 $45.5K 0.01% +17,239 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: 159 shares; 2024Q4: 559 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $45.4K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 760 shares; 2025Q1: 761 shares; 2025Q2: 1,377 shares; 2025Q3: 1,378 shares; 2025Q4: 1,387 shares; 2026Q1: 527 shares; 2026Q2: 528 shares 528 $45.2K 0.01% +1 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,718 shares; 2025Q2: 39,717 shares; 2025Q3: 39,717 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,806 shares 44,806 $44.8K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 877 shares 877 $44.4K 0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 46,179 shares; 2026Q1: 46,179 shares; 2026Q2: 43,765 shares 43,765 $44.3K 0.01% -2,414 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 122 shares; 2025Q1: 123 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 250 shares; 2026Q1: 968 shares; 2026Q2: 970 shares 970 $44K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 43,837 shares; 2025Q2: 41,980 shares; 2025Q3: 41,980 shares; 2025Q4: 43,051 shares; 2026Q1: 43,051 shares; 2026Q2: 43,900 shares 43,900 $43.9K 0.01% +849 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: 678 shares; 2024Q4: 580 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 584 shares; 2025Q4: 454 shares; 2026Q1: 456 shares; 2026Q2: 458 shares 458 $43.9K 0.01% +2 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: 2,293 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,410 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $43.9K 0.01% 0 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: 815 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 6,377 shares 6,377 $43.8K 0.01% +5,888 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 868 shares; 2025Q4: 968 shares; 2026Q1: 618 shares; 2026Q2: 433 shares 433 $43.4K 0.01% -185 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 571 shares; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 580 shares; 2025Q4: 586 shares; 2026Q1: 589 shares; 2026Q2: 592 shares 592 $43K 0.01% +3 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $43K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $43K 0.01% 0 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: not reported; 2026Q2: 21,280 shares 21,280 $42.8K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 266 shares; 2025Q1: 268 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 274 shares; 2026Q1: 276 shares; 2026Q2: 278 shares 278 $40.8K 0.01% +2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 554 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $40.3K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $40.3K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 426 shares 426 $39.8K 0.01% +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: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $39.4K 0.01% 0 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 344 shares; 2025Q4: 213 shares; 2026Q1: 216 shares; 2026Q2: 217 shares 217 $39K 0.01% +1 Timeline PHO 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: 1,018 shares; 2024Q4: 1,019 shares; 2025Q1: 64,674 shares; 2025Q2: 817 shares; 2025Q3: 818 shares; 2025Q4: 819 shares; 2026Q1: 821 shares; 2026Q2: 564 shares 564 $38.9K 0.01% -257 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 89 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $38.7K 0.01% 0 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,541 shares; 2025Q4: 2,602 shares; 2026Q1: 2,667 shares; 2026Q2: 2,737 shares 2,737 $38.6K 0.01% +70 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $38.2K 0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,629 shares; 2025Q3: 1,655 shares; 2025Q4: 1,681 shares; 2026Q1: 1,705 shares; 2026Q2: 1,729 shares 1,729 $38.2K 0.01% +24 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $37.9K 0.01% 0 Timeline SDOG 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $37.9K 0.01% 0 Timeline VV 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 110 shares 110 $37.8K 0.01% +78 Timeline EVUS 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: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 964 shares; 2026Q2: 1,065 shares 1,065 $37.4K 0.01% +101 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 29,678 shares 29,678 $37.3K 0.01% +29,640 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 1,000 shares 1,000 $37.3K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 800 shares; 2025Q4: 802 shares; 2026Q1: 847 shares; 2026Q2: 101 shares 101 $37.3K 0.01% -746 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $36.4K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 1,698 shares; 2025Q1: 658 shares; 2025Q2: 355 shares; 2025Q3: 486 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 5,213 shares 5,213 $35.9K 0.01% +4,913 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 1,299 shares; 2025Q1: 954 shares; 2025Q2: 1,348 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 883 shares; 2026Q2: 827 shares 827 $35.7K 0.01% -56 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 1,294 shares; 2025Q1: 1,135 shares; 2025Q2: 1,114 shares; 2025Q3: 680 shares; 2025Q4: 311 shares; 2026Q1: 312 shares; 2026Q2: 220 shares 220 $35.1K 0.01% -92 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 252 shares; 2025Q2: 102 shares; 2025Q3: 52 shares; 2025Q4: 313 shares; 2026Q1: 338 shares; 2026Q2: 1,463 shares 1,463 $35.1K 0.01% +1,125 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $34.9K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,590 shares; 2025Q1: 1,576 shares; 2025Q2: 1,588 shares; 2025Q3: 1,524 shares; 2025Q4: 1,538 shares; 2026Q1: 1,067 shares; 2026Q2: 786 shares 786 $34.6K 0.01% -281 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,561 shares 34,561 $34.6K 0.01% new Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $34.4K 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $34.3K 0.01% new 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: 239 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 282 shares; 2025Q3: 305 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $33.8K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $33.5K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 356 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 689 shares 689 $33.1K 0.01% +78 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,771 shares; 2025Q2: 13,792 shares; 2025Q3: 13,623 shares; 2025Q4: 13,605 shares; 2026Q1: 13,538 shares; 2026Q2: 2,802 shares 2,802 $32.5K 0.01% -10,736 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 244 shares 244 $32.3K 0.01% -32 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,071 shares; 2025Q2: 9,701 shares; 2025Q3: 9,701 shares; 2025Q4: 9,701 shares; 2026Q1: 9,701 shares; 2026Q2: 8,868 shares 8,868 $32.2K 0.01% -833 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $31.7K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 166 shares 166 $31.6K 0.01% -1 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $31.3K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 400 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 400 shares; 2026Q2: 800 shares 800 $31.2K 0.01% +400 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 342 shares; 2026Q1: 343 shares; 2026Q2: 344 shares 344 $31.1K 0.01% +1 Timeline NIO NIO INC More: the full row for NIO 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: 30,415 shares; 2026Q1: 30,415 shares; 2026Q2: 30,968 shares 30,968 $31K 0.01% +553 Timeline EVX 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: 148 shares; 2024Q4: 149 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $30.7K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 613 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 27,215 shares; 2026Q1: 27,215 shares; 2026Q2: 30,011 shares 30,011 $30.7K 0.01% +2,796 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $30.6K 0.01% 0 Timeline IFLN 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: 3,619 shares; 2024Q4: 3,648 shares; 2025Q1: 3,599 shares; 2025Q2: 3,625 shares; 2025Q3: 3,652 shares; 2025Q4: 3,681 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $30.2K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 267 shares; 2026Q1: 304 shares; 2026Q2: 407 shares 407 $30.2K 0.01% +103 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 512 shares 512 $29.5K <0.01% +112 Timeline BKLN 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: 1,284 shares; 2024Q4: 1,309 shares; 2025Q1: 1,331 shares; 2025Q2: 1,357 shares; 2025Q3: 1,381 shares; 2025Q4: 1,404 shares; 2026Q1: 1,426 shares; 2026Q2: 1,447 shares 1,447 $29.5K <0.01% +21 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 72 shares 72 $28.9K <0.01% +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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $28.4K <0.01% 0 Timeline BUDA BUDA JUICE INC More: the full row for BUDA JUICE 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: 3,331 shares 3,331 $28.3K <0.01% new Timeline GSSC 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: 305 shares; 2025Q4: 306 shares; 2026Q1: 315 shares; 2026Q2: 308 shares 308 $28.1K <0.01% -7 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 114 shares; 2025Q3: 168 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 5,235 shares 5,235 $28K <0.01% +5,121 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 314 shares; 2025Q1: 515 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $28K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 296 shares; 2025Q3: 340 shares; 2025Q4: 334 shares; 2026Q1: 290 shares; 2026Q2: 139 shares 139 $27.9K <0.01% -151 Timeline PCY 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: 1,153 shares; 2024Q4: 1,172 shares; 2025Q1: 1,191 shares; 2025Q2: 1,211 shares; 2025Q3: 1,229 shares; 2025Q4: 1,247 shares; 2026Q1: 1,266 shares; 2026Q2: 1,284 shares 1,284 $27.8K <0.01% +18 Timeline ARXS ARXIS INC More: the full row for ARXIS 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: 600 shares 600 $27.7K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $27.7K <0.01% 0 Timeline GSIE 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: 590 shares; 2025Q4: 593 shares; 2026Q1: 609 shares; 2026Q2: 603 shares 603 $27.6K <0.01% -6 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; 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: 505 shares; 2026Q1: 653 shares; 2026Q2: 870 shares 870 $27.4K <0.01% +217 Timeline GEM 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: 506 shares; 2025Q4: 518 shares; 2026Q1: 540 shares; 2026Q2: 518 shares 518 $26.9K <0.01% -22 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 39 shares; 2026Q2: 23,519 shares 23,519 $26.7K <0.01% +23,480 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $26.6K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 254 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 207 shares; 2026Q2: 208 shares 208 $26.3K <0.01% +1 Timeline EML EASTERN CO More: the full row for EASTERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $26.1K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $26K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,446 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 954 shares 954 $25.9K <0.01% +34 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 114 shares; 2025Q3: 104 shares; 2025Q4: 213 shares; 2026Q1: 334 shares; 2026Q2: 484 shares 484 $25.8K <0.01% +150 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,317 shares; 2025Q3: 802 shares; 2025Q4: 806 shares; 2026Q1: 810 shares; 2026Q2: 626 shares 626 $25.6K <0.01% -184 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $25.4K <0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,035 shares; 2025Q3: 2,090 shares; 2025Q4: 2,151 shares; 2026Q1: 2,215 shares; 2026Q2: 2,281 shares 2,281 $25.2K <0.01% +66 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $25.2K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 205 shares; 2025Q4: 150 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $24.8K <0.01% 0 Timeline BLOX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,243 shares; 2026Q1: 1,667 shares; 2026Q2: 1,585 shares 1,585 $24.7K <0.01% -82 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 865 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $24.6K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 1,395 shares 1,395 $24.2K <0.01% -156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,191 shares 24,191 $24.2K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline EQL 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $23.8K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; 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: 313 shares; 2026Q2: 313 shares 313 $23.4K <0.01% 0 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: 89 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 192 shares; 2025Q4: 193 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $23.3K <0.01% 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 72 shares; 2026Q2: 70 shares 70 $23.2K <0.01% -2 Timeline