AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842,007 shares; 2024Q4: 870,293 shares; 2025Q1: 817,686 shares; 2025Q2: 793,906 shares; 2025Q3: 862,933 shares; 2025Q4: 833,417 shares; 2026Q1: 1,008,162 shares; 2026Q2: 952,871 shares 952,871 $276M 7.25% -55,291 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: 753,800 shares; 2024Q4: 734,413 shares; 2025Q1: 749,542 shares; 2025Q2: 664,258 shares; 2025Q3: 792,356 shares; 2025Q4: 717,523 shares; 2026Q1: 896,537 shares; 2026Q2: 927,363 shares 927,363 $186M 4.88% +30,826 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: 363,821 shares; 2024Q4: 367,902 shares; 2025Q1: 404,545 shares; 2025Q2: 387,812 shares; 2025Q3: 438,339 shares; 2025Q4: 448,837 shares; 2026Q1: 534,406 shares; 2026Q2: 490,421 shares 490,421 $117M 3.07% -43,985 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: 132,305 shares; 2024Q4: 139,144 shares; 2025Q1: 116,966 shares; 2025Q2: 57,789 shares; 2025Q3: 67,589 shares; 2025Q4: 60,965 shares; 2026Q1: 96,096 shares; 2026Q2: 150,012 shares 150,012 $112M 2.95% +53,916 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: 67,117 shares; 2024Q4: 78,621 shares; 2025Q1: 81,242 shares; 2025Q2: 124,176 shares; 2025Q3: 127,396 shares; 2025Q4: 160,611 shares; 2026Q1: 146,100 shares; 2026Q2: 143,087 shares 143,087 $105M 2.77% -3,013 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: 369,484 shares; 2024Q4: 280,975 shares; 2025Q1: 374,557 shares; 2025Q2: 302,238 shares; 2025Q3: 306,310 shares; 2025Q4: 309,050 shares; 2026Q1: 326,977 shares; 2026Q2: 281,646 shares 281,646 $101M 2.65% -45,331 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: 84,928 shares; 2024Q4: 88,365 shares; 2025Q1: 96,043 shares; 2025Q2: 97,132 shares; 2025Q3: 118,235 shares; 2025Q4: 125,038 shares; 2026Q1: 149,701 shares; 2026Q2: 127,281 shares 127,281 $95.3M 2.5% -22,420 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: 189,176 shares; 2024Q4: 155,874 shares; 2025Q1: 169,151 shares; 2025Q2: 128,612 shares; 2025Q3: 128,411 shares; 2025Q4: 141,018 shares; 2026Q1: 187,442 shares; 2026Q2: 203,996 shares 203,996 $85.8M 2.26% +16,554 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: 236,893 shares; 2024Q4: 411,395 shares; 2025Q1: 424,038 shares; 2025Q2: 413,267 shares; 2025Q3: 386,562 shares; 2025Q4: 535,929 shares; 2026Q1: 730,224 shares; 2026Q2: 580,058 shares 580,058 $81M 2.13% -150,166 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: 252,795 shares; 2024Q4: 235,685 shares; 2025Q1: 262,342 shares; 2025Q2: 271,473 shares; 2025Q3: 335,077 shares; 2025Q4: 187,802 shares; 2026Q1: 237,642 shares; 2026Q2: 135,689 shares 135,689 $78.8M 2.07% -101,953 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: 148,522 shares; 2024Q4: 140,660 shares; 2025Q1: 168,994 shares; 2025Q2: 140,391 shares; 2025Q3: 161,812 shares; 2025Q4: 124,447 shares; 2026Q1: 177,774 shares; 2026Q2: 195,044 shares 195,044 $72.8M 1.91% +17,270 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: 104,572 shares; 2024Q4: 62,200 shares; 2025Q1: 30,623 shares; 2025Q2: 143,292 shares; 2025Q3: 90,339 shares; 2025Q4: 115,728 shares; 2026Q1: 135,846 shares; 2026Q2: 188,790 shares 188,790 $68.4M 1.8% +52,944 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: 79,668 shares; 2024Q4: 96,232 shares; 2025Q1: 85,086 shares; 2025Q2: 89,378 shares; 2025Q3: 100,965 shares; 2025Q4: 89,902 shares; 2026Q1: 107,611 shares; 2026Q2: 119,604 shares 119,604 $67.4M 1.77% +11,993 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175,230 shares; 2024Q4: 1,221,331 shares; 2025Q1: 1,336,425 shares; 2025Q2: 1,200,349 shares; 2025Q3: 1,073,085 shares; 2025Q4: 1,093,577 shares; 2026Q1: 1,090,959 shares; 2026Q2: 1,376,841 shares 1,376,841 $63.5M 1.67% +285,882 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: 14,565 shares; 2024Q4: 4,900 shares; 2025Q1: 16,861 shares; 2025Q2: 3,920 shares; 2025Q3: 101,701 shares; 2025Q4: 154,849 shares; 2026Q1: 96,640 shares; 2026Q2: 53,833 shares 53,833 $62.1M 1.63% -42,807 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: 186,830 shares; 2024Q4: 160,676 shares; 2025Q1: 184,915 shares; 2025Q2: 134,578 shares; 2025Q3: 179,154 shares; 2025Q4: 122,887 shares; 2026Q1: 124,111 shares; 2026Q2: 162,837 shares 162,837 $61.5M 1.62% +38,726 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,904 shares; 2024Q4: 65,065 shares; 2025Q1: 36,704 shares; 2025Q2: 33,013 shares; 2025Q3: 64,758 shares; 2025Q4: 61,411 shares; 2026Q1: 100,242 shares; 2026Q2: 84,338 shares 84,338 $61M 1.6% -15,904 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: 41,886 shares; 2025Q1: 42,064 shares; 2025Q2: 25,054 shares; 2025Q3: 18,761 shares; 2025Q4: 215,827 shares; 2026Q1: 144,006 shares; 2026Q2: 138,129 shares 138,129 $59.9M 1.57% -5,877 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: 21,579 shares; 2024Q4: 31,073 shares; 2025Q1: 32,027 shares; 2025Q2: 26,796 shares; 2025Q3: 29,416 shares; 2025Q4: 326,616 shares; 2026Q1: 383,427 shares; 2026Q2: 735,898 shares 735,898 $52.5M 1.38% +352,471 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: 312,583 shares; 2024Q4: 300,179 shares; 2025Q1: 319,665 shares; 2025Q2: 292,831 shares; 2025Q3: 283,423 shares; 2025Q4: 280,519 shares; 2026Q1: 265,668 shares; 2026Q2: 257,599 shares 257,599 $35.4M 0.93% -8,069 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,043 shares; 2024Q4: 523,001 shares; 2025Q1: 553,166 shares; 2025Q2: 565,738 shares; 2025Q3: 670,881 shares; 2025Q4: 670,419 shares; 2026Q1: 503,502 shares; 2026Q2: 507,775 shares 507,775 $34.5M 0.91% +4,273 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: 198,503 shares; 2024Q4: 181,706 shares; 2025Q1: 176,038 shares; 2025Q2: 168,684 shares; 2025Q3: 170,858 shares; 2025Q4: 159,608 shares; 2026Q1: 157,536 shares; 2026Q2: 109,543 shares 109,543 $32.6M 0.86% -47,993 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: 101,940 shares; 2024Q4: 74,599 shares; 2025Q1: 52,629 shares; 2025Q2: 115,008 shares; 2025Q3: 137,384 shares; 2025Q4: 10,053 shares; 2026Q1: 74,135 shares; 2026Q2: 107,762 shares 107,762 $32.1M 0.84% +33,627 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: 77,007 shares; 2024Q4: 79,816 shares; 2025Q1: 122,752 shares; 2025Q2: 141,750 shares; 2025Q3: 145,582 shares; 2025Q4: 205,014 shares; 2026Q1: 165,861 shares; 2026Q2: 131,659 shares 131,659 $29.9M 0.79% -34,202 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: 58,143 shares; 2024Q4: 64,385 shares; 2025Q1: 83,569 shares; 2025Q2: 93,620 shares; 2025Q3: 85,916 shares; 2025Q4: 79,550 shares; 2026Q1: 98,806 shares; 2026Q2: 96,759 shares 96,759 $29.1M 0.76% -2,047 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: 89,444 shares; 2024Q4: 87,761 shares; 2025Q1: 77,563 shares; 2025Q2: 73,350 shares; 2025Q3: 68,126 shares; 2025Q4: 68,828 shares; 2026Q1: 82,841 shares; 2026Q2: 82,103 shares 82,103 $29M 0.76% -738 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: 43,159 shares; 2024Q4: 48,205 shares; 2025Q1: 51,458 shares; 2025Q2: 61,227 shares; 2025Q3: 57,510 shares; 2025Q4: 60,576 shares; 2026Q1: 63,869 shares; 2026Q2: 55,198 shares 55,198 $28.9M 0.76% -8,671 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,007 shares; 2024Q4: 91,337 shares; 2025Q1: 92,974 shares; 2025Q2: 101,642 shares; 2025Q3: 56,108 shares; 2025Q4: 78,407 shares; 2026Q1: 58,917 shares; 2026Q2: 171,871 shares 171,871 $28.8M 0.76% +112,954 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: 18,116 shares; 2024Q4: 8,236 shares; 2025Q1: 8,033 shares; 2025Q2: 17,395 shares; 2025Q3: 12,640 shares; 2025Q4: 13,886 shares; 2026Q1: 15,440 shares; 2026Q2: 29,775 shares 29,775 $27.9M 0.73% +14,335 Timeline MTUM 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: 26,263 shares; 2025Q1: 39,279 shares; 2025Q2: 39,725 shares; 2025Q3: 47,340 shares; 2025Q4: 80,579 shares; 2026Q1: 77,484 shares; 2026Q2: 71,207 shares 71,207 $24.4M 0.64% -6,277 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,516 shares; 2024Q4: 173,043 shares; 2025Q1: 181,130 shares; 2025Q2: 180,386 shares; 2025Q3: 200,427 shares; 2025Q4: 222,909 shares; 2026Q1: 998,208 shares; 2026Q2: 1,050,429 shares 1,050,429 $23.9M 0.63% +52,221 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: 115,335 shares; 2024Q4: 119,160 shares; 2025Q1: 206,579 shares; 2025Q2: 376,279 shares; 2025Q3: 403,705 shares; 2025Q4: 503,129 shares; 2026Q1: 419,980 shares; 2026Q2: 287,273 shares 287,273 $23.8M 0.63% -132,707 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: 77,813 shares; 2024Q4: 71,915 shares; 2025Q1: 97,667 shares; 2025Q2: 107,316 shares; 2025Q3: 77,261 shares; 2025Q4: 84,071 shares; 2026Q1: 78,253 shares; 2026Q2: 90,701 shares 90,701 $23M 0.61% +12,448 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: 12,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 6,554 shares; 2026Q2: 74,626 shares 74,626 $22.5M 0.59% +68,072 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: 32,490 shares; 2024Q4: 257,655 shares; 2025Q1: 37,031 shares; 2025Q2: 10,304 shares; 2025Q3: 42,967 shares; 2025Q4: 28,224 shares; 2026Q1: 45,932 shares; 2026Q2: 60,449 shares 60,449 $22.4M 0.59% +14,517 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: 147,868 shares; 2024Q4: 57,769 shares; 2025Q1: 143,239 shares; 2025Q2: 179,479 shares; 2025Q3: 154,791 shares; 2025Q4: 169,354 shares; 2026Q1: 115,572 shares; 2026Q2: 120,222 shares 120,222 $22.2M 0.58% +4,650 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: 64,699 shares; 2024Q4: 41,783 shares; 2025Q1: 88,238 shares; 2025Q2: 108,342 shares; 2025Q3: 146,687 shares; 2025Q4: 190,521 shares; 2026Q1: 135,983 shares; 2026Q2: 170,247 shares 170,247 $22M 0.58% +34,264 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,984 shares; 2024Q4: 541,984 shares; 2025Q1: 568,176 shares; 2025Q2: 538,176 shares; 2025Q3: 579,937 shares; 2025Q4: 579,937 shares; 2026Q1: 559,937 shares; 2026Q2: 464,937 shares 464,937 $21.6M 0.57% -95,000 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: 33,818 shares; 2024Q4: 40,840 shares; 2025Q1: 56,754 shares; 2025Q2: 34,919 shares; 2025Q3: 34,612 shares; 2025Q4: 77,891 shares; 2026Q1: 134,931 shares; 2026Q2: 108,265 shares 108,265 $20.6M 0.54% -26,666 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: 79,633 shares; 2024Q4: 44,797 shares; 2025Q1: 138,471 shares; 2025Q2: 143,748 shares; 2025Q3: 83,028 shares; 2025Q4: 123,783 shares; 2026Q1: 115,336 shares; 2026Q2: 118,919 shares 118,919 $19.7M 0.52% +3,583 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,700 shares; 2024Q4: 177,461 shares; 2025Q1: 161,446 shares; 2025Q2: 163,271 shares; 2025Q3: 169,226 shares; 2025Q4: 175,721 shares; 2026Q1: 190,554 shares; 2026Q2: 207,334 shares 207,334 $19.6M 0.52% +16,780 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200,816 shares; 2025Q1: 200,899 shares; 2025Q2: 200,970 shares; 2025Q3: 198,579 shares; 2025Q4: 197,790 shares; 2026Q1: 191,195 shares; 2026Q2: 191,237 shares 191,237 $18.2M 0.48% +42 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: 192,155 shares; 2024Q4: 208,308 shares; 2025Q1: 125,730 shares; 2025Q2: 124,761 shares; 2025Q3: 15,697 shares; 2025Q4: 2,103 shares; 2026Q1: 137,214 shares; 2026Q2: 145,063 shares 145,063 $18M 0.47% +7,849 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: 483,223 shares; 2024Q4: 345,068 shares; 2025Q1: 387,707 shares; 2025Q2: 589,462 shares; 2025Q3: 434,516 shares; 2025Q4: 426,820 shares; 2026Q1: 440,837 shares; 2026Q2: 424,511 shares 424,511 $18M 0.47% -16,326 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,657 shares; 2025Q3: 451,033 shares; 2025Q4: 438,293 shares; 2026Q1: 421,583 shares; 2026Q2: 335,401 shares 335,401 $17.7M 0.46% -86,182 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: 140,654 shares; 2024Q4: 106,370 shares; 2025Q1: 117,612 shares; 2025Q2: 129,501 shares; 2025Q3: 136,936 shares; 2025Q4: 142,771 shares; 2026Q1: 187,780 shares; 2026Q2: 168,692 shares 168,692 $17.5M 0.46% -19,088 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,570 shares; 2024Q4: 44,657 shares; 2025Q1: 30,343 shares; 2025Q2: 32,629 shares; 2025Q3: 41,993 shares; 2025Q4: 10,129 shares; 2026Q1: 55,906 shares; 2026Q2: 39,180 shares 39,180 $15.6M 0.41% -16,726 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: 1,169 shares; 2024Q4: 1,011 shares; 2025Q1: 2,452 shares; 2025Q2: 366 shares; 2025Q3: 2,208 shares; 2025Q4: 1,067 shares; 2026Q1: 64 shares; 2026Q2: 86,107 shares 86,107 $15.3M 0.4% +86,043 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601,963 shares; 2025Q4: 599,356 shares; 2026Q1: 599,531 shares; 2026Q2: 585,796 shares 585,796 $15.2M 0.4% -13,735 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,665 shares 37,665 $15M 0.39% new 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: 17,737 shares; 2024Q4: 14,913 shares; 2025Q1: 14,004 shares; 2025Q2: 11,354 shares; 2025Q3: 21,373 shares; 2025Q4: 23,456 shares; 2026Q1: 23,903 shares; 2026Q2: 13,800 shares 13,800 $14.7M 0.39% -10,103 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: 208,924 shares; 2024Q4: 169,932 shares; 2025Q1: 153,563 shares; 2025Q2: 208,674 shares; 2025Q3: 208,909 shares; 2025Q4: 221,925 shares; 2026Q1: 268,404 shares; 2026Q2: 211,132 shares 211,132 $14.4M 0.38% -57,272 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: 68,264 shares; 2024Q4: 53,796 shares; 2025Q1: 67,628 shares; 2025Q2: 65,660 shares; 2025Q3: 77,342 shares; 2025Q4: 50,174 shares; 2026Q1: 70,586 shares; 2026Q2: 43,921 shares 43,921 $14.4M 0.38% -26,665 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: 4,738 shares; 2024Q4: 13,374 shares; 2025Q1: 24,463 shares; 2025Q2: 25,897 shares; 2025Q3: 8,417 shares; 2025Q4: 26,445 shares; 2026Q1: 4,252 shares; 2026Q2: 43,226 shares 43,226 $14.3M 0.38% +38,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,884 shares; 2026Q1: 29,200 shares; 2026Q2: 28,436 shares 28,436 $14.2M 0.37% -764 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: 638,201 shares; 2024Q4: 615,493 shares; 2025Q1: 659,715 shares; 2025Q2: 482,835 shares; 2025Q3: 465,592 shares; 2025Q4: 278,238 shares; 2026Q1: 512,037 shares; 2026Q2: 117,330 shares 117,330 $13.8M 0.36% -394,707 Timeline TLH 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: 105,107 shares; 2025Q2: 152,147 shares; 2025Q3: 174,751 shares; 2025Q4: 151,742 shares; 2026Q1: 160,719 shares; 2026Q2: 137,143 shares 137,143 $13.8M 0.36% -23,576 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: 73,947 shares; 2024Q4: 67,651 shares; 2025Q1: 76,562 shares; 2025Q2: 72,624 shares; 2025Q3: 76,756 shares; 2025Q4: 37,069 shares; 2026Q1: 67,123 shares; 2026Q2: 93,581 shares 93,581 $13.7M 0.36% +26,458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 13,327 shares; 2026Q1: 19,420 shares; 2026Q2: 21,364 shares 21,364 $13.7M 0.36% +1,944 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 2,823 shares; 2025Q1: 3,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,939 shares 21,939 $13.7M 0.36% new 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: 60,080 shares 60,080 $13.5M 0.35% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,844 shares; 2025Q1: 5,969 shares; 2025Q2: 10,070 shares; 2025Q3: 33,151 shares; 2025Q4: 42,727 shares; 2026Q1: 44,238 shares; 2026Q2: 32,301 shares 32,301 $13.4M 0.35% -11,937 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,762 shares; 2024Q4: 23,308 shares; 2025Q1: 29,596 shares; 2025Q2: 17,945 shares; 2025Q3: 40,207 shares; 2025Q4: 24,987 shares; 2026Q1: 11,587 shares; 2026Q2: 51,422 shares 51,422 $13.4M 0.35% +39,835 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: 60,002 shares 60,002 $13.3M 0.35% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,649 shares; 2026Q2: 262,934 shares 262,934 $13.2M 0.35% +32,285 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,504 shares 170,504 $13M 0.34% new 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: 15,040 shares; 2024Q4: 9,643 shares; 2025Q1: 14,773 shares; 2025Q2: 14,642 shares; 2025Q3: 12,817 shares; 2025Q4: 14,514 shares; 2026Q1: 15,797 shares; 2026Q2: 12,428 shares 12,428 $12.6M 0.33% -3,369 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: 25,010 shares; 2024Q4: 20,717 shares; 2025Q1: 21,280 shares; 2025Q2: 28,065 shares; 2025Q3: 31,782 shares; 2025Q4: 29,399 shares; 2026Q1: 34,867 shares; 2026Q2: 35,496 shares 35,496 $12.5M 0.33% +629 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333,133 shares 333,133 $12.2M 0.32% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 17,832 shares; 2025Q1: 5,624 shares; 2025Q2: 6,167 shares; 2025Q3: 18,028 shares; 2025Q4: 12,240 shares; 2026Q1: 12,812 shares; 2026Q2: 17,690 shares 17,690 $12.1M 0.32% +4,878 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,597 shares; 2024Q4: 205,991 shares; 2025Q1: 234,049 shares; 2025Q2: 245,419 shares; 2025Q3: 313,161 shares; 2025Q4: 356,646 shares; 2026Q1: 305,829 shares; 2026Q2: 230,430 shares 230,430 $12.1M 0.32% -75,399 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315,470 shares; 2026Q2: 377,114 shares 377,114 $12M 0.32% +61,644 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: 24,367 shares; 2024Q4: 24,161 shares; 2025Q1: 24,500 shares; 2025Q2: 20,111 shares; 2025Q3: 29,167 shares; 2025Q4: 26,020 shares; 2026Q1: 31,765 shares; 2026Q2: 34,369 shares 34,369 $11.8M 0.31% +2,604 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: 152,612 shares; 2024Q4: 84,932 shares; 2025Q1: 96,642 shares; 2025Q2: 154,895 shares; 2025Q3: 174,005 shares; 2025Q4: 89,812 shares; 2026Q1: 182,944 shares; 2026Q2: 143,425 shares 143,425 $11.7M 0.31% -39,519 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: 27,659 shares; 2024Q4: 54,401 shares; 2025Q1: 374,987 shares; 2025Q2: 256,636 shares; 2025Q3: 239,207 shares; 2025Q4: 214,084 shares; 2026Q1: 188,532 shares; 2026Q2: 99,778 shares 99,778 $11.6M 0.31% -88,754 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,015 shares; 2024Q4: 3,419 shares; 2025Q1: 3,104 shares; 2025Q2: 2,180 shares; 2025Q3: 11,234 shares; 2025Q4: 24,323 shares; 2026Q1: 2,131 shares; 2026Q2: 99,008 shares 99,008 $11.6M 0.31% +96,877 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,373,000 shares; 2026Q2: 3,500,129 shares 3,500,129 $11.2M 0.29% +127,129 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389,659 shares 389,659 $10.9M 0.29% new Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653,090 shares; 2024Q4: 698,968 shares; 2025Q1: 697,373 shares; 2025Q2: 658,159 shares; 2025Q3: 716,961 shares; 2025Q4: 739,654 shares; 2026Q1: 794,786 shares; 2026Q2: 804,218 shares 804,218 $10.5M 0.28% +9,432 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: 4,956 shares; 2024Q4: 5,173 shares; 2025Q1: 5,051 shares; 2025Q2: 4,318 shares; 2025Q3: 7,243 shares; 2025Q4: 9,328 shares; 2026Q1: 14,003 shares; 2026Q2: 19,913 shares 19,913 $10.2M 0.27% +5,910 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: 25,736 shares; 2024Q4: 16,041 shares; 2025Q1: 12,692 shares; 2025Q2: 24,639 shares; 2025Q3: 21,628 shares; 2025Q4: 14,255 shares; 2026Q1: 15,265 shares; 2026Q2: 38,650 shares 38,650 $9.88M 0.26% +23,385 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: 4,825 shares; 2024Q4: not reported; 2025Q1: 58,226 shares; 2025Q2: not reported; 2025Q3: 47,637 shares; 2025Q4: 25,064 shares; 2026Q1: 80,175 shares; 2026Q2: 69,604 shares 69,604 $9.74M 0.26% -10,571 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: 394,827 shares; 2024Q4: 368,171 shares; 2025Q1: 337,664 shares; 2025Q2: 518,416 shares; 2025Q3: 421,286 shares; 2025Q4: 364,453 shares; 2026Q1: 327,574 shares; 2026Q2: 126,309 shares 126,309 $9.67M 0.25% -201,265 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378,627 shares; 2025Q3: 390,483 shares; 2025Q4: 389,865 shares; 2026Q1: 363,538 shares; 2026Q2: 224,059 shares 224,059 $9.66M 0.25% -139,479 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: 16,935 shares; 2024Q4: 17,579 shares; 2025Q1: 20,760 shares; 2025Q2: 49,098 shares; 2025Q3: 25,814 shares; 2025Q4: 40,949 shares; 2026Q1: 36,637 shares; 2026Q2: 37,009 shares 37,009 $9.31M 0.24% +372 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: 46,945 shares; 2024Q4: 36,811 shares; 2025Q1: 17,086 shares; 2025Q2: 79,240 shares; 2025Q3: 41,914 shares; 2025Q4: 32,207 shares; 2026Q1: 40,971 shares; 2026Q2: 82,178 shares 82,178 $9.18M 0.24% +41,207 Timeline GGOV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179,269 shares 179,269 $9.02M 0.24% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,662 shares; 2024Q4: 155,555 shares; 2025Q1: 188,971 shares; 2025Q2: 197,159 shares; 2025Q3: 169,304 shares; 2025Q4: 104,802 shares; 2026Q1: 101,884 shares; 2026Q2: 40,941 shares 40,941 $8.98M 0.24% -60,943 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,137 shares; 2024Q4: 152,953 shares; 2025Q1: 196,790 shares; 2025Q2: 197,056 shares; 2025Q3: 203,939 shares; 2025Q4: 198,115 shares; 2026Q1: 192,618 shares; 2026Q2: 176,281 shares 176,281 $8.89M 0.23% -16,337 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: 25,762 shares; 2024Q4: 24,316 shares; 2025Q1: 26,953 shares; 2025Q2: 25,163 shares; 2025Q3: 28,888 shares; 2025Q4: 25,006 shares; 2026Q1: 36,064 shares; 2026Q2: 32,439 shares 32,439 $8.77M 0.23% -3,625 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: 14,135 shares; 2024Q4: 14,616 shares; 2025Q1: 18,374 shares; 2025Q2: 14,745 shares; 2025Q3: 15,165 shares; 2025Q4: 16,595 shares; 2026Q1: 17,685 shares; 2026Q2: 11,235 shares 11,235 $8.57M 0.23% -6,450 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 32,901 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,694 shares 78,694 $8.52M 0.22% new 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: 30,822 shares; 2024Q4: 48,295 shares; 2025Q1: 39,679 shares; 2025Q2: 45,375 shares; 2025Q3: 31,849 shares; 2025Q4: 6,104 shares; 2026Q1: 34,167 shares; 2026Q2: 28,833 shares 28,833 $8.11M 0.21% -5,334 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: 70,872 shares; 2024Q4: 52,309 shares; 2025Q1: 57,338 shares; 2025Q2: 57,919 shares; 2025Q3: 63,494 shares; 2025Q4: 83,580 shares; 2026Q1: 92,756 shares; 2026Q2: 111,714 shares 111,714 $8.06M 0.21% +18,958 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: 38,223 shares; 2024Q4: 6,411 shares; 2025Q1: 25,667 shares; 2025Q2: 101,731 shares; 2025Q3: 95,408 shares; 2025Q4: 14,511 shares; 2026Q1: 17,873 shares; 2026Q2: 193,772 shares 193,772 $8.03M 0.21% +175,899 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: 12,034 shares; 2024Q4: 6,809 shares; 2025Q1: 31,062 shares; 2025Q2: 34,768 shares; 2025Q3: 35,443 shares; 2025Q4: 24,589 shares; 2026Q1: 19,046 shares; 2026Q2: 23,881 shares 23,881 $8M 0.21% +4,835 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,859 shares; 2024Q4: 47,238 shares; 2025Q1: 4,393 shares; 2025Q2: 5,862 shares; 2025Q3: 52,448 shares; 2025Q4: 68,184 shares; 2026Q1: 103,286 shares; 2026Q2: 142,958 shares 142,958 $7.94M 0.21% +39,672 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,898 shares; 2025Q4: 22,491 shares; 2026Q1: 22,757 shares; 2026Q2: 27,858 shares 27,858 $7.43M 0.2% +5,101 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: 8,797 shares; 2024Q4: 8,659 shares; 2025Q1: 8,785 shares; 2025Q2: 8,529 shares; 2025Q3: 7,792 shares; 2025Q4: 8,080 shares; 2026Q1: 30,099 shares; 2026Q2: 32,980 shares 32,980 $7.27M 0.19% +2,881 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: 6,207 shares; 2024Q4: 12,923 shares; 2025Q1: 14,183 shares; 2025Q2: 10,890 shares; 2025Q3: 15,010 shares; 2025Q4: 18,233 shares; 2026Q1: 20,481 shares; 2026Q2: 21,255 shares 21,255 $7.25M 0.19% +774 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: 7,323 shares; 2024Q4: 6,195 shares; 2025Q1: 9,265 shares; 2025Q2: 40,171 shares; 2025Q3: 52,927 shares; 2025Q4: 40,304 shares; 2026Q1: 51,328 shares; 2026Q2: 85,773 shares 85,773 $7.09M 0.19% +34,445 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: 72,994 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 2,824 shares; 2026Q1: 77,238 shares; 2026Q2: 80,295 shares 80,295 $7.05M 0.19% +3,057 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,593 shares; 2026Q2: 131,458 shares 131,458 $6.98M 0.18% +3,865 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: 173,317 shares; 2024Q4: 18,402 shares; 2025Q1: 221,061 shares; 2025Q2: 257,256 shares; 2025Q3: 249,531 shares; 2025Q4: 344,066 shares; 2026Q1: 299,943 shares; 2026Q2: 289,182 shares 289,182 $6.96M 0.18% -10,761 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: 61,811 shares; 2024Q4: 56,190 shares; 2025Q1: 59,691 shares; 2025Q2: 52,628 shares; 2025Q3: 58,211 shares; 2025Q4: 112,549 shares; 2026Q1: 107,240 shares; 2026Q2: 120,627 shares 120,627 $6.87M 0.18% +13,387 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: 1,569 shares; 2024Q4: 1,671 shares; 2025Q1: 1,663 shares; 2025Q2: 4,936 shares; 2025Q3: 5,689 shares; 2025Q4: 1,042 shares; 2026Q1: 4,210 shares; 2026Q2: 5,606 shares 5,606 $6.59M 0.17% +1,396 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,760 shares; 2024Q4: 6,860 shares; 2025Q1: 23,957 shares; 2025Q2: 26,568 shares; 2025Q3: 1,885 shares; 2025Q4: 35,065 shares; 2026Q1: 13,776 shares; 2026Q2: 10,220 shares 10,220 $6.53M 0.17% -3,556 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: 553,778 shares; 2024Q4: 474,042 shares; 2025Q1: 415,395 shares; 2025Q2: 369,061 shares; 2025Q3: 420,030 shares; 2025Q4: 214,215 shares; 2026Q1: 243,551 shares; 2026Q2: 312,302 shares 312,302 $6.46M 0.17% +68,751 Timeline SPLV 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: 22,995 shares; 2024Q4: 22,604 shares; 2025Q1: 23,201 shares; 2025Q2: 22,982 shares; 2025Q3: 43,142 shares; 2025Q4: 70,009 shares; 2026Q1: 74,675 shares; 2026Q2: 85,394 shares 85,394 $6.4M 0.17% +10,719 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: 50,670 shares; 2024Q4: 49,669 shares; 2025Q1: 20,584 shares; 2025Q2: 22,566 shares; 2025Q3: 36,546 shares; 2025Q4: 38,326 shares; 2026Q1: 43,449 shares; 2026Q2: 56,448 shares 56,448 $6.39M 0.17% +12,999 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: 5,713 shares; 2024Q4: 5,571 shares; 2025Q1: 5,261 shares; 2025Q2: 5,958 shares; 2025Q3: 6,190 shares; 2025Q4: 4,333 shares; 2026Q1: 4,345 shares; 2026Q2: 5,219 shares 5,219 $6.26M 0.16% +874 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 11,706 shares; 2025Q3: 24,255 shares; 2025Q4: 29,322 shares; 2026Q1: 37,127 shares; 2026Q2: 37,134 shares 37,134 $6M 0.16% +7 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: 9,539 shares; 2024Q4: 40,859 shares; 2025Q1: 9,108 shares; 2025Q2: 109,118 shares; 2025Q3: 7,392 shares; 2025Q4: 102,071 shares; 2026Q1: 100,290 shares; 2026Q2: 42,736 shares 42,736 $5.79M 0.15% -57,554 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,368 shares; 2025Q3: 30,353 shares; 2025Q4: 71,575 shares; 2026Q1: 71,575 shares; 2026Q2: 70,549 shares 70,549 $5.71M 0.15% -1,026 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,200 shares; 2024Q4: 96,275 shares; 2025Q1: 107,673 shares; 2025Q2: 122,601 shares; 2025Q3: 123,886 shares; 2025Q4: 126,965 shares; 2026Q1: 117,397 shares; 2026Q2: 112,820 shares 112,820 $5.71M 0.15% -4,577 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: 1,750 shares; 2024Q4: 6,087 shares; 2025Q1: 11,020 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 11,079 shares; 2026Q1: 12,248 shares; 2026Q2: 23,483 shares 23,483 $5.54M 0.15% +11,235 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: 12,682 shares; 2024Q4: 79,872 shares; 2025Q1: 4,010 shares; 2025Q2: 4,208 shares; 2025Q3: 29,394 shares; 2025Q4: 50,752 shares; 2026Q1: 41,755 shares; 2026Q2: 55,226 shares 55,226 $5.47M 0.14% +13,471 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: 2,620 shares; 2024Q4: 4,831 shares; 2025Q1: 5,059 shares; 2025Q2: 3,446 shares; 2025Q3: 18,874 shares; 2025Q4: 11,056 shares; 2026Q1: 10,536 shares; 2026Q2: 63,375 shares 63,375 $5.46M 0.14% +52,839 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,911 shares; 2024Q4: 15,732 shares; 2025Q1: 10,944 shares; 2025Q2: 50,266 shares; 2025Q3: 78,997 shares; 2025Q4: 115,261 shares; 2026Q1: 72,263 shares; 2026Q2: 75,839 shares 75,839 $5.4M 0.14% +3,576 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: 7,664 shares; 2024Q4: 9,749 shares; 2025Q1: 10,265 shares; 2025Q2: 4,115 shares; 2025Q3: 7,213 shares; 2025Q4: 8,346 shares; 2026Q1: 9,701 shares; 2026Q2: 11,131 shares 11,131 $5.33M 0.14% +1,430 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,215 shares; 2024Q4: 41,795 shares; 2025Q1: 46,303 shares; 2025Q2: 45,705 shares; 2025Q3: 44,406 shares; 2025Q4: 120,095 shares; 2026Q1: 126,682 shares; 2026Q2: 46,162 shares 46,162 $5.27M 0.14% -80,520 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,592 shares; 2024Q4: 15,801 shares; 2025Q1: 18,738 shares; 2025Q2: 26,567 shares; 2025Q3: 28,013 shares; 2025Q4: 3,477 shares; 2026Q1: 3,128 shares; 2026Q2: 44,615 shares 44,615 $5.23M 0.14% +41,487 Timeline SYSB 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: 43,912 shares; 2026Q1: 56,785 shares; 2026Q2: 56,584 shares 56,584 $5.02M 0.13% -201 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY 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: 191,103 shares; 2026Q2: 199,449 shares 199,449 $5M 0.13% +8,346 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,057 shares; 2025Q1: 5,597 shares; 2025Q2: 4,085 shares; 2025Q3: 5,568 shares; 2025Q4: 11,203 shares; 2026Q1: 50,663 shares; 2026Q2: 51,558 shares 51,558 $4.98M 0.13% +895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,463 shares 20,463 $4.87M 0.13% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,113 shares; 2024Q4: 25,510 shares; 2025Q1: 26,115 shares; 2025Q2: 26,115 shares; 2025Q3: 26,115 shares; 2025Q4: 52,229 shares; 2026Q1: 49,020 shares; 2026Q2: 49,020 shares 49,020 $4.74M 0.12% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 164,463 shares; 2026Q1: 169,427 shares; 2026Q2: 169,427 shares 169,427 $4.68M 0.12% 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: 41,662 shares; 2024Q4: 15,937 shares; 2025Q1: 35,191 shares; 2025Q2: 46,697 shares; 2025Q3: 15,944 shares; 2025Q4: 23,004 shares; 2026Q1: 35,679 shares; 2026Q2: 62,613 shares 62,613 $4.67M 0.12% +26,934 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: 7,481 shares; 2024Q4: 6,481 shares; 2025Q1: 6,550 shares; 2025Q2: 5,981 shares; 2025Q3: 11,927 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,098 shares 18,098 $4.62M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,632 shares; 2026Q2: 48,418 shares 48,418 $4.62M 0.12% +5,786 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,553 shares; 2024Q4: 40,794 shares; 2025Q1: 40,766 shares; 2025Q2: 41,538 shares; 2025Q3: 43,679 shares; 2025Q4: 42,774 shares; 2026Q1: 44,938 shares; 2026Q2: 46,498 shares 46,498 $4.54M 0.12% +1,560 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,523 shares; 2024Q4: not reported; 2025Q1: 48,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,978 shares; 2026Q1: 48,597 shares; 2026Q2: 28,716 shares 28,716 $4.51M 0.12% -19,881 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,682 shares; 2026Q2: 14,838 shares 14,838 $4.49M 0.12% -1,844 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: 57,338 shares; 2024Q4: 21,345 shares; 2025Q1: 61,117 shares; 2025Q2: 24,667 shares; 2025Q3: 53,121 shares; 2025Q4: 20,840 shares; 2026Q1: 20,072 shares; 2026Q2: 21,415 shares 21,415 $4.48M 0.12% +1,343 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: 4,428 shares; 2024Q4: 95,075 shares; 2025Q1: 89,584 shares; 2025Q2: 127,642 shares; 2025Q3: 4,264 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,225 shares 53,225 $4.42M 0.12% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,457 shares; 2025Q1: 2,484 shares; 2025Q2: 2,086 shares; 2025Q3: 6,084 shares; 2025Q4: 8,074 shares; 2026Q1: 9,782 shares; 2026Q2: 10,819 shares 10,819 $4.41M 0.12% +1,037 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,165 shares; 2025Q1: 112,631 shares; 2025Q2: 76,911 shares; 2025Q3: 124,157 shares; 2025Q4: 131,656 shares; 2026Q1: 49,904 shares; 2026Q2: 58,292 shares 58,292 $4.4M 0.12% +8,388 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: 38,538 shares; 2024Q4: 60,688 shares; 2025Q1: 14,965 shares; 2025Q2: 12,341 shares; 2025Q3: 14,898 shares; 2025Q4: 12,578 shares; 2026Q1: 13,525 shares; 2026Q2: 27,492 shares 27,492 $4.36M 0.11% +13,967 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,072 shares; 2025Q1: not reported; 2025Q2: 74,422 shares; 2025Q3: not reported; 2025Q4: 35,473 shares; 2026Q1: 29,321 shares; 2026Q2: 30,784 shares 30,784 $4.21M 0.11% +1,463 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 8,273 shares; 2025Q3: 9,436 shares; 2025Q4: 7,615 shares; 2026Q1: 6,716 shares; 2026Q2: 5,209 shares 5,209 $4.16M 0.11% -1,507 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,570 shares; 2025Q1: 12,349 shares; 2025Q2: 12,196 shares; 2025Q3: 15,918 shares; 2025Q4: 20,956 shares; 2026Q1: 128,411 shares; 2026Q2: 156,272 shares 156,272 $4.14M 0.11% +27,861 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 2,500 shares; 2025Q2: 3,275 shares; 2025Q3: 3,342 shares; 2025Q4: 2,559 shares; 2026Q1: 2,212 shares; 2026Q2: 2,062 shares 2,062 $4.09M 0.11% -150 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,330 shares; 2025Q4: 21,115 shares; 2026Q1: not reported; 2026Q2: 17,697 shares 17,697 $4.02M 0.11% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,982 shares; 2024Q4: 3,755 shares; 2025Q1: 5,599 shares; 2025Q2: 7,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares; 2026Q2: 6,452 shares 6,452 $3.98M 0.1% -127 Timeline XLB 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: 35,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,600 shares 77,600 $3.94M 0.1% new 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: 26,068 shares; 2024Q4: 18,728 shares; 2025Q1: 28,822 shares; 2025Q2: 17,046 shares; 2025Q3: 30,513 shares; 2025Q4: 21,766 shares; 2026Q1: 33,188 shares; 2026Q2: 37,882 shares 37,882 $3.87M 0.1% +4,694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,987 shares; 2025Q3: 2,340 shares; 2025Q4: 2,424 shares; 2026Q1: 26,268 shares; 2026Q2: 33,598 shares 33,598 $3.87M 0.1% +7,330 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,588 shares 117,588 $3.83M 0.1% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 915 shares; 2026Q1: 764 shares; 2026Q2: 5,312 shares 5,312 $3.83M 0.1% +4,548 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: 57,207 shares; 2024Q4: 70,909 shares; 2025Q1: 79,378 shares; 2025Q2: 81,301 shares; 2025Q3: 88,134 shares; 2025Q4: 73,201 shares; 2026Q1: 74,881 shares; 2026Q2: 73,619 shares 73,619 $3.82M 0.1% -1,262 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,154 shares 51,154 $3.75M 0.1% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,954 shares; 2026Q2: 71,583 shares 71,583 $3.73M 0.1% +8,629 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 20,880 shares; 2025Q4: 19,333 shares; 2026Q1: 26,069 shares; 2026Q2: 20,572 shares 20,572 $3.68M 0.1% -5,497 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: 8,364 shares; 2024Q4: 7,664 shares; 2025Q1: 3,304 shares; 2025Q2: 3,114 shares; 2025Q3: 3,676 shares; 2025Q4: 10,982 shares; 2026Q1: 6,638 shares; 2026Q2: 9,931 shares 9,931 $3.66M 0.1% +3,293 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 29,716 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,325 shares 32,325 $3.65M 0.1% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 4,345 shares 4,345 $3.65M 0.1% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,387 shares; 2026Q1: not reported; 2026Q2: 17,631 shares 17,631 $3.62M 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,974 shares 38,974 $3.58M 0.09% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,534 shares; 2026Q1: 6,502 shares; 2026Q2: 7,014 shares 7,014 $3.55M 0.09% +512 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,596 shares; 2026Q1: 20,705 shares; 2026Q2: 24,062 shares 24,062 $3.52M 0.09% +3,357 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,628 shares; 2025Q3: 22,041 shares; 2025Q4: not reported; 2026Q1: 19,436 shares; 2026Q2: 23,980 shares 23,980 $3.5M 0.09% +4,544 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,577 shares; 2025Q2: not reported; 2025Q3: 14,792 shares; 2025Q4: 11,234 shares; 2026Q1: not reported; 2026Q2: 16,938 shares 16,938 $3.49M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,709 shares; 2025Q3: 37,621 shares; 2025Q4: 37,663 shares; 2026Q1: 35,947 shares; 2026Q2: 37,320 shares 37,320 $3.49M 0.09% +1,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,591 shares 23,591 $3.46M 0.09% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,008 shares; 2024Q4: 1,857 shares; 2025Q1: 21,562 shares; 2025Q2: 21,049 shares; 2025Q3: 20,246 shares; 2025Q4: 24,007 shares; 2026Q1: 26,263 shares; 2026Q2: 33,220 shares 33,220 $3.42M 0.09% +6,957 Timeline VLUE 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: 12,971 shares; 2026Q1: 17,556 shares; 2026Q2: 17,089 shares 17,089 $3.41M 0.09% -467 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,537 shares; 2025Q1: 15,990 shares; 2025Q2: 17,731 shares; 2025Q3: 14,245 shares; 2025Q4: 10,118 shares; 2026Q1: 9,448 shares; 2026Q2: 9,240 shares 9,240 $3.37M 0.09% -208 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: 6,573 shares; 2025Q1: 9,168 shares; 2025Q2: 10,602 shares; 2025Q3: 11,903 shares; 2025Q4: 11,720 shares; 2026Q1: 11,459 shares; 2026Q2: 12,526 shares 12,526 $3.37M 0.09% +1,067 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 8,216 shares; 2025Q4: 8,216 shares; 2026Q1: 7,825 shares; 2026Q2: 7,873 shares 7,873 $3.35M 0.09% +48 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: 5,860 shares; 2024Q4: 6,603 shares; 2025Q1: 6,114 shares; 2025Q2: 5,989 shares; 2025Q3: 14,155 shares; 2025Q4: 5,358 shares; 2026Q1: 15,559 shares; 2026Q2: 15,712 shares 15,712 $3.34M 0.09% +153 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: 13,972 shares; 2024Q4: 14,121 shares; 2025Q1: 15,764 shares; 2025Q2: 15,407 shares; 2025Q3: 17,243 shares; 2025Q4: 14,078 shares; 2026Q1: 39,682 shares; 2026Q2: 34,436 shares 34,436 $3.34M 0.09% -5,246 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,247 shares 42,247 $3.29M 0.09% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,149 shares 23,149 $3.29M 0.09% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 56,511 shares; 2025Q4: 51,383 shares; 2026Q1: 54,274 shares; 2026Q2: 42,605 shares 42,605 $3.24M 0.09% -11,669 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 10,051 shares; 2025Q3: not reported; 2025Q4: 18,439 shares; 2026Q1: 27,015 shares; 2026Q2: 19,206 shares 19,206 $3.13M 0.08% -7,809 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: 3,437 shares; 2024Q4: 10,890 shares; 2025Q1: 11,502 shares; 2025Q2: 11,901 shares; 2025Q3: 11,849 shares; 2025Q4: 13,672 shares; 2026Q1: 11,000 shares; 2026Q2: 7,243 shares 7,243 $3.13M 0.08% -3,757 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,464 shares 99,464 $3.09M 0.08% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,455 shares; 2025Q1: 2,076 shares; 2025Q2: 2,842 shares; 2025Q3: 3,327 shares; 2025Q4: 3,433 shares; 2026Q1: 3,598 shares; 2026Q2: 3,726 shares 3,726 $3.09M 0.08% +128 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,540 shares 15,540 $3.06M 0.08% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares; 2026Q2: 1,314 shares 1,314 $2.99M 0.08% -1,053 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: 185,911 shares; 2024Q4: 162,559 shares; 2025Q1: 49,157 shares; 2025Q2: 171,471 shares; 2025Q3: 155,987 shares; 2025Q4: 51,073 shares; 2026Q1: 41,919 shares; 2026Q2: 40,601 shares 40,601 $2.97M 0.08% -1,318 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,665 shares; 2024Q4: 30,493 shares; 2025Q1: 30,748 shares; 2025Q2: 29,166 shares; 2025Q3: 26,824 shares; 2025Q4: 33,478 shares; 2026Q1: 26,752 shares; 2026Q2: 27,122 shares 27,122 $2.92M 0.08% +370 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,354 shares; 2025Q2: 18,349 shares; 2025Q3: 25,947 shares; 2025Q4: 56,800 shares; 2026Q1: 53,284 shares; 2026Q2: 123,900 shares 123,900 $2.9M 0.08% +70,616 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 10,055 shares 10,055 $2.88M 0.08% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 13,540 shares; 2025Q4: not reported; 2026Q1: 16,777 shares; 2026Q2: 16,314 shares 16,314 $2.88M 0.08% -463 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,156 shares 40,156 $2.87M 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,094 shares; 2025Q1: 2,162 shares; 2025Q2: 2,287 shares; 2025Q3: 1,694 shares; 2025Q4: 1,620 shares; 2026Q1: 12,982 shares; 2026Q2: 10,351 shares 10,351 $2.82M 0.07% -2,631 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: 73,619 shares; 2024Q4: 20,918 shares; 2025Q1: 9,868 shares; 2025Q2: 6,727 shares; 2025Q3: 18,500 shares; 2025Q4: 12,086 shares; 2026Q1: 12,067 shares; 2026Q2: 12,822 shares 12,822 $2.79M 0.07% +755 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: not reported; 2024Q4: 180,089 shares; 2025Q1: 173,664 shares; 2025Q2: 91,354 shares; 2025Q3: not reported; 2025Q4: 36,357 shares; 2026Q1: 26,709 shares; 2026Q2: 48,151 shares 48,151 $2.77M 0.07% +21,442 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: 9,490 shares; 2024Q4: 379,180 shares; 2025Q1: 5,618 shares; 2025Q2: 2,880 shares; 2025Q3: 204,668 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,928 shares 16,928 $2.77M 0.07% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,323 shares; 2024Q4: 109,092 shares; 2025Q1: 26,364 shares; 2025Q2: 25,054 shares; 2025Q3: 44,528 shares; 2025Q4: 60,661 shares; 2026Q1: 100,701 shares; 2026Q2: 101,837 shares 101,837 $2.75M 0.07% +1,136 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: 11,587 shares; 2024Q4: 9,054 shares; 2025Q1: 8,507 shares; 2025Q2: 7,995 shares; 2025Q3: 8,171 shares; 2025Q4: 7,335 shares; 2026Q1: 5,926 shares; 2026Q2: 4,192 shares 4,192 $2.75M 0.07% -1,734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 28,490 shares; 2025Q4: 28,248 shares; 2026Q1: 28,278 shares; 2026Q2: 28,555 shares 28,555 $2.74M 0.07% +277 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: 14,572 shares; 2024Q4: 33,612 shares; 2025Q1: 39,290 shares; 2025Q2: 17,527 shares; 2025Q3: 26,360 shares; 2025Q4: 20,409 shares; 2026Q1: 28,205 shares; 2026Q2: 12,497 shares 12,497 $2.71M 0.07% -15,708 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 26,650 shares; 2025Q4: 25,572 shares; 2026Q1: 28,004 shares; 2026Q2: 26,350 shares 26,350 $2.68M 0.07% -1,654 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,864 shares; 2025Q4: 1,109 shares; 2026Q1: 1,649 shares; 2026Q2: 3,420 shares 3,420 $2.59M 0.07% +1,771 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 15,149 shares; 2025Q1: 4,172 shares; 2025Q2: 31,941 shares; 2025Q3: 3,916 shares; 2025Q4: 79,180 shares; 2026Q1: 1,837 shares; 2026Q2: 24,663 shares 24,663 $2.56M 0.07% +22,826 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,082 shares; 2025Q2: 10,184 shares; 2025Q3: 10,082 shares; 2025Q4: 10,017 shares; 2026Q1: 10,024 shares; 2026Q2: 10,035 shares 10,035 $2.46M 0.06% +11 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: 63,076 shares; 2024Q4: 16,322 shares; 2025Q1: 73,141 shares; 2025Q2: 3,466 shares; 2025Q3: 4,503 shares; 2025Q4: 2,636 shares; 2026Q1: 16,085 shares; 2026Q2: 20,394 shares 20,394 $2.44M 0.06% +4,309 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,640 shares; 2025Q4: 36,501 shares; 2026Q1: 35,754 shares; 2026Q2: 35,552 shares 35,552 $2.44M 0.06% -202 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,092 shares; 2026Q2: 21,752 shares 21,752 $2.42M 0.06% +8,660 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,947 shares; 2026Q2: 42,328 shares 42,328 $2.4M 0.06% +3,381 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,254 shares; 2026Q1: 9,318 shares; 2026Q2: 78,326 shares 78,326 $2.4M 0.06% +69,008 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: 4,861 shares; 2024Q4: 5,476 shares; 2025Q1: 5,510 shares; 2025Q2: 23,689 shares; 2025Q3: 5,535 shares; 2025Q4: 7,839 shares; 2026Q1: 9,158 shares; 2026Q2: 12,636 shares 12,636 $2.4M 0.06% +3,478 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,475 shares; 2025Q4: 59,757 shares; 2026Q1: 59,626 shares; 2026Q2: 59,854 shares 59,854 $2.39M 0.06% +228 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: 72,038 shares; 2024Q4: 71,757 shares; 2025Q1: 65,746 shares; 2025Q2: 32,528 shares; 2025Q3: 34,315 shares; 2025Q4: 8,246 shares; 2026Q1: 12,325 shares; 2026Q2: 13,033 shares 13,033 $2.38M 0.06% +708 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,931 shares; 2024Q4: 56,579 shares; 2025Q1: 55,455 shares; 2025Q2: 59,865 shares; 2025Q3: 47,517 shares; 2025Q4: 45,660 shares; 2026Q1: 45,150 shares; 2026Q2: 40,675 shares 40,675 $2.34M 0.06% -4,475 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: 26,660 shares; 2025Q1: 32,625 shares; 2025Q2: 40,404 shares; 2025Q3: 29,221 shares; 2025Q4: 29,928 shares; 2026Q1: 16,380 shares; 2026Q2: 13,791 shares 13,791 $2.34M 0.06% -2,589 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,160 shares; 2024Q4: not reported; 2025Q1: 13,381 shares; 2025Q2: not reported; 2025Q3: 3,889 shares; 2025Q4: 11,025 shares; 2026Q1: 6,489 shares; 2026Q2: 2,390 shares 2,390 $2.31M 0.06% -4,099 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,005 shares; 2025Q4: 18,002 shares; 2026Q1: 24,002 shares; 2026Q2: 20,045 shares 20,045 $2.31M 0.06% -3,957 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,155 shares; 2025Q3: 2,130 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 2,024 shares 2,024 $2.29M 0.06% +9 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: 51,402 shares; 2024Q4: 50,886 shares; 2025Q1: 118,402 shares; 2025Q2: 114,325 shares; 2025Q3: 121,604 shares; 2025Q4: 77,391 shares; 2026Q1: 182,342 shares; 2026Q2: 42,556 shares 42,556 $2.28M 0.06% -139,786 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: 60,311 shares; 2024Q4: 59,862 shares; 2025Q1: 59,121 shares; 2025Q2: 61,110 shares; 2025Q3: 48,809 shares; 2025Q4: 47,870 shares; 2026Q1: 47,246 shares; 2026Q2: 45,081 shares 45,081 $2.28M 0.06% -2,165 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 16,794 shares 16,794 $2.28M 0.06% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 18,626 shares; 2025Q2: 17,065 shares; 2025Q3: 22,260 shares; 2025Q4: 20,580 shares; 2026Q1: 13,086 shares; 2026Q2: 45,732 shares 45,732 $2.27M 0.06% +32,646 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,457 shares; 2024Q4: 2,689 shares; 2025Q1: 2,750 shares; 2025Q2: 7,825 shares; 2025Q3: 2,840 shares; 2025Q4: 4,521 shares; 2026Q1: 7,075 shares; 2026Q2: 4,166 shares 4,166 $2.12M 0.06% -2,909 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: 14,975 shares; 2024Q4: 16,671 shares; 2025Q1: 10,676 shares; 2025Q2: 6,825 shares; 2025Q3: 8,808 shares; 2025Q4: 10,472 shares; 2026Q1: 22,522 shares; 2026Q2: 14,262 shares 14,262 $2.09M 0.05% -8,260 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: 3,714 shares; 2024Q4: 5,503 shares; 2025Q1: 3,626 shares; 2025Q2: 632 shares; 2025Q3: 3,136 shares; 2025Q4: 3,166 shares; 2026Q1: 2,139 shares; 2026Q2: 4,873 shares 4,873 $2.08M 0.05% +2,734 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: 3,030 shares; 2024Q4: 1,962 shares; 2025Q1: 2,890 shares; 2025Q2: 8,735 shares; 2025Q3: 10,480 shares; 2025Q4: 11,762 shares; 2026Q1: 14,334 shares; 2026Q2: 5,554 shares 5,554 $2.08M 0.05% -8,780 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,835 shares 160,835 $2.07M 0.05% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,459 shares; 2024Q4: 16,164 shares; 2025Q1: 17,720 shares; 2025Q2: 14,887 shares; 2025Q3: 15,788 shares; 2025Q4: 26,282 shares; 2026Q1: 22,645 shares; 2026Q2: 38,892 shares 38,892 $2.07M 0.05% +16,247 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares; 2026Q1: not reported; 2026Q2: 56,150 shares 56,150 $2.06M 0.05% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,847 shares; 2024Q4: 15,307 shares; 2025Q1: 15,211 shares; 2025Q2: 9,267 shares; 2025Q3: 13,292 shares; 2025Q4: 11,885 shares; 2026Q1: 13,417 shares; 2026Q2: 12,475 shares 12,475 $2.06M 0.05% -942 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: 11,832 shares; 2024Q4: 14,442 shares; 2025Q1: 14,197 shares; 2025Q2: 12,568 shares; 2025Q3: 12,895 shares; 2025Q4: 19,002 shares; 2026Q1: 19,216 shares; 2026Q2: 18,527 shares 18,527 $2.02M 0.05% -689 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,415 shares; 2025Q2: 21,842 shares; 2025Q3: 26,016 shares; 2025Q4: 74,909 shares; 2026Q1: 71,391 shares; 2026Q2: 69,633 shares 69,633 $2.02M 0.05% -1,758 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 5,807 shares; 2025Q1: 5,814 shares; 2025Q2: 6,085 shares; 2025Q3: 6,555 shares; 2025Q4: 7,365 shares; 2026Q1: 5,995 shares; 2026Q2: 6,391 shares 6,391 $2.01M 0.05% +396 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,701 shares; 2025Q4: 27,662 shares; 2026Q1: 27,272 shares; 2026Q2: 27,389 shares 27,389 $2.01M 0.05% +117 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 74,145 shares; 2026Q2: 84,600 shares 84,600 $2M 0.05% +10,455 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,049 shares; 2024Q4: 26,946 shares; 2025Q1: 27,850 shares; 2025Q2: 26,480 shares; 2025Q3: 21,615 shares; 2025Q4: 21,274 shares; 2026Q1: 21,046 shares; 2026Q2: 18,632 shares 18,632 $1.98M 0.05% -2,414 Timeline PZA 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: 116,962 shares; 2024Q4: 117,616 shares; 2025Q1: 115,568 shares; 2025Q2: 123,104 shares; 2025Q3: 97,444 shares; 2025Q4: 95,245 shares; 2026Q1: 93,855 shares; 2026Q2: 82,927 shares 82,927 $1.95M 0.05% -10,928 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,279 shares; 2024Q4: 6,602 shares; 2025Q1: 9,672 shares; 2025Q2: 4,230 shares; 2025Q3: 4,656 shares; 2025Q4: 1,409 shares; 2026Q1: 2,500 shares; 2026Q2: 4,019 shares 4,019 $1.94M 0.05% +1,519 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 733 shares; 2026Q2: 1,136 shares 1,136 $1.93M 0.05% +403 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,443 shares; 2024Q4: 41,858 shares; 2025Q1: 42,502 shares; 2025Q2: 41,813 shares; 2025Q3: 47,377 shares; 2025Q4: 33,018 shares; 2026Q1: 31,249 shares; 2026Q2: 34,091 shares 34,091 $1.93M 0.05% +2,842 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 2,215 shares; 2025Q3: 3,734 shares; 2025Q4: 3,601 shares; 2026Q1: 4,114 shares; 2026Q2: 4,149 shares 4,149 $1.9M 0.05% +35 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: 1,023 shares; 2024Q4: 2,323 shares; 2025Q1: 1,135 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,230 shares; 2026Q2: 14,929 shares 14,929 $1.86M 0.05% +1,699 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: 12,449 shares; 2024Q4: 16,512 shares; 2025Q1: 23,531 shares; 2025Q2: 28,483 shares; 2025Q3: 29,087 shares; 2025Q4: 38,050 shares; 2026Q1: 57,040 shares; 2026Q2: 55,778 shares 55,778 $1.86M 0.05% -1,262 Timeline PWZ 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: 116,748 shares; 2024Q4: 86,803 shares; 2025Q1: 112,689 shares; 2025Q2: 120,397 shares; 2025Q3: 92,807 shares; 2025Q4: 86,874 shares; 2026Q1: 85,605 shares; 2026Q2: 74,450 shares 74,450 $1.82M 0.05% -11,155 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249,456 shares 249,456 $1.82M 0.05% new Timeline SHM 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: 56,827 shares; 2024Q4: 56,529 shares; 2025Q1: 54,694 shares; 2025Q2: 55,541 shares; 2025Q3: 44,613 shares; 2025Q4: 43,048 shares; 2026Q1: 42,498 shares; 2026Q2: 37,319 shares 37,319 $1.79M 0.05% -5,179 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares; 2026Q2: 4,288 shares 4,288 $1.79M 0.05% +3,820 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: not reported; 2024Q4: 1,453 shares; 2025Q1: 1,063 shares; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 4,890 shares; 2026Q1: 4,796 shares; 2026Q2: 5,854 shares 5,854 $1.77M 0.05% +1,058 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,375 shares; 2026Q2: 34,257 shares 34,257 $1.74M 0.05% -5,118 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,004 shares; 2026Q2: 33,819 shares 33,819 $1.72M 0.05% -5,185 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,445 shares; 2026Q2: 62,684 shares 62,684 $1.72M 0.05% -7,761 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,104 shares; 2024Q4: 247,732 shares; 2025Q1: 60,837 shares; 2025Q2: 60,837 shares; 2025Q3: 61,753 shares; 2025Q4: 64,274 shares; 2026Q1: 62,071 shares; 2026Q2: 62,104 shares 62,104 $1.72M 0.05% +33 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: 287,228 shares; 2024Q4: 316,843 shares; 2025Q1: 718,315 shares; 2025Q2: 321,207 shares; 2025Q3: 30,329 shares; 2025Q4: 28,317 shares; 2026Q1: 105,113 shares; 2026Q2: 28,090 shares 28,090 $1.71M 0.04% -77,023 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,403 shares; 2026Q2: 20,428 shares 20,428 $1.67M 0.04% +25 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: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares; 2025Q4: 4,295 shares; 2026Q1: 5,495 shares; 2026Q2: 5,886 shares 5,886 $1.63M 0.04% +391 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: 2,151 shares; 2025Q2: 1,334 shares; 2025Q3: 1,384 shares; 2025Q4: 8,070 shares; 2026Q1: 12,875 shares; 2026Q2: 16,193 shares 16,193 $1.61M 0.04% +3,318 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: not reported; 2026Q2: 15,948 shares 15,948 $1.61M 0.04% new Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,005 shares; 2026Q1: 26,007 shares; 2026Q2: 28,480 shares 28,480 $1.57M 0.04% +2,473 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,128 shares; 2024Q4: 8,864 shares; 2025Q1: 8,996 shares; 2025Q2: 9,122 shares; 2025Q3: 12,996 shares; 2025Q4: 12,778 shares; 2026Q1: 6,858 shares; 2026Q2: 6,970 shares 6,970 $1.55M 0.04% +112 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,120 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares; 2026Q2: 25,100 shares 25,100 $1.55M 0.04% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,382 shares; 2024Q4: 6,522 shares; 2025Q1: 8,002 shares; 2025Q2: 7,556 shares; 2025Q3: 14,419 shares; 2025Q4: 14,567 shares; 2026Q1: 20,526 shares; 2026Q2: 30,059 shares 30,059 $1.53M 0.04% +9,533 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.04% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,660 shares 22,660 $1.49M 0.04% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,185 shares; 2026Q1: 532 shares; 2026Q2: 1,719 shares 1,719 $1.47M 0.04% +1,187 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,104 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,753 shares 27,753 $1.46M 0.04% new Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,163 shares; 2026Q2: 62,200 shares 62,200 $1.43M 0.04% -963 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: 34,247 shares; 2024Q4: 35,032 shares; 2025Q1: 34,986 shares; 2025Q2: 35,406 shares; 2025Q3: 35,674 shares; 2025Q4: 41,815 shares; 2026Q1: 36,987 shares; 2026Q2: 12,086 shares 12,086 $1.42M 0.04% -24,901 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,045 shares 32,045 $1.42M 0.04% new Timeline SCZ 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: 16,371 shares; 2025Q4: 16,958 shares; 2026Q1: 16,875 shares; 2026Q2: 17,162 shares 17,162 $1.41M 0.04% +287 Timeline STIP 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: 37,928 shares; 2025Q3: 38,258 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,786 shares 13,786 $1.41M 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,877 shares; 2024Q4: 4,391 shares; 2025Q1: 6,390 shares; 2025Q2: 8,472 shares; 2025Q3: 871 shares; 2025Q4: 1,778 shares; 2026Q1: 920 shares; 2026Q2: 697 shares 697 $1.39M 0.04% -223 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,540 shares; 2026Q2: 57,740 shares 57,740 $1.38M 0.04% +7,200 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 67,654 shares 67,654 $1.36M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,835 shares; 2026Q1: 4,159 shares; 2026Q2: 16,733 shares 16,733 $1.35M 0.04% +12,574 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,493 shares 9,493 $1.35M 0.04% new Timeline VT 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: 2,645 shares; 2024Q4: 78,226 shares; 2025Q1: 2,500 shares; 2025Q2: 3,229 shares; 2025Q3: 32,244 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,554 shares 8,554 $1.34M 0.04% new Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,256 shares; 2026Q1: 67,486 shares; 2026Q2: 72,691 shares 72,691 $1.34M 0.04% +5,205 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,276 shares; 2025Q1: 2,979 shares; 2025Q2: 8,127 shares; 2025Q3: 7,719 shares; 2025Q4: 16,939 shares; 2026Q1: 8,906 shares; 2026Q2: 14,557 shares 14,557 $1.33M 0.04% +5,651 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: 14,627 shares; 2024Q4: 12,328 shares; 2025Q1: 12,227 shares; 2025Q2: 12,290 shares; 2025Q3: 13,546 shares; 2025Q4: 13,527 shares; 2026Q1: 13,669 shares; 2026Q2: 14,282 shares 14,282 $1.33M 0.04% +613 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,526 shares; 2026Q1: 23,230 shares; 2026Q2: 25,462 shares 25,462 $1.29M 0.03% +2,232 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,390 shares; 2026Q1: 62,476 shares; 2026Q2: 67,699 shares 67,699 $1.29M 0.03% +5,223 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,889 shares; 2024Q4: 41,331 shares; 2025Q1: 53,346 shares; 2025Q2: 54,072 shares; 2025Q3: 54,569 shares; 2025Q4: 55,604 shares; 2026Q1: 12,977 shares; 2026Q2: 12,838 shares 12,838 $1.24M 0.03% -139 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,557 shares; 2026Q1: 18,367 shares; 2026Q2: 20,096 shares 20,096 $1.23M 0.03% +1,729 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,944 shares; 2025Q3: 44,522 shares; 2025Q4: 45,535 shares; 2026Q1: 49,415 shares; 2026Q2: 56,728 shares 56,728 $1.21M 0.03% +7,313 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 17,760 shares; 2026Q1: 17,760 shares; 2026Q2: 17,760 shares 17,760 $1.2M 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,785 shares; 2024Q4: 7,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,884 shares; 2025Q4: 4,885 shares; 2026Q1: 4,990 shares; 2026Q2: 5,029 shares 5,029 $1.19M 0.03% +39 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: 9,799 shares; 2024Q4: 9,800 shares; 2025Q1: 11,824 shares; 2025Q2: 10,994 shares; 2025Q3: 10,995 shares; 2025Q4: 10,846 shares; 2026Q1: 10,776 shares; 2026Q2: 11,539 shares 11,539 $1.19M 0.03% +763 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: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $1.19M 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,396 shares; 2024Q4: 8,426 shares; 2025Q1: 8,201 shares; 2025Q2: 3,712 shares; 2025Q3: 1,980 shares; 2025Q4: 899 shares; 2026Q1: 2,051 shares; 2026Q2: 2,324 shares 2,324 $1.18M 0.03% +273 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: 9,102 shares; 2024Q4: 7,914 shares; 2025Q1: 6,106 shares; 2025Q2: 5,977 shares; 2025Q3: 6,435 shares; 2025Q4: 6,189 shares; 2026Q1: 6,212 shares; 2026Q2: 6,147 shares 6,147 $1.17M 0.03% -65 Timeline LDRC 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: 14,096 shares; 2026Q2: 46,213 shares 46,213 $1.16M 0.03% +32,117 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 3,579 shares; 2026Q1: 6,167 shares; 2026Q2: 6,177 shares 6,177 $1.14M 0.03% +10 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,564 shares; 2025Q1: 1,696 shares; 2025Q2: 1,734 shares; 2025Q3: 1,639 shares; 2025Q4: 889 shares; 2026Q1: 1,871 shares; 2026Q2: 1,683 shares 1,683 $1.12M 0.03% -188 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,522 shares; 2026Q1: 16,744 shares; 2026Q2: 24,495 shares 24,495 $1.12M 0.03% +7,751 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,689 shares; 2025Q1: 13,252 shares; 2025Q2: 13,365 shares; 2025Q3: 12,473 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,050 shares 33,050 $1.11M 0.03% new Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 21,000 shares; 2026Q2: 21,081 shares 21,081 $1.1M 0.03% +81 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: 13,981 shares; 2024Q4: 7,494 shares; 2025Q1: 29,249 shares; 2025Q2: 31,466 shares; 2025Q3: 32,671 shares; 2025Q4: 32,657 shares; 2026Q1: 49,839 shares; 2026Q2: 10,836 shares 10,836 $1.09M 0.03% -39,003 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,478 shares; 2024Q4: 20,628 shares; 2025Q1: 17,228 shares; 2025Q2: 17,540 shares; 2025Q3: 18,510 shares; 2025Q4: 18,028 shares; 2026Q1: 21,341 shares; 2026Q2: 21,525 shares 21,525 $1.08M 0.03% +184 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: 3,666 shares; 2024Q4: 3,502 shares; 2025Q1: 10,243 shares; 2025Q2: 10,252 shares; 2025Q3: 10,587 shares; 2025Q4: 7,087 shares; 2026Q1: 4,794 shares; 2026Q2: 11,897 shares 11,897 $1.08M 0.03% +7,103 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: 18,470 shares; 2024Q4: 27,676 shares; 2025Q1: 17,125 shares; 2025Q2: 45,655 shares; 2025Q3: 26,244 shares; 2025Q4: 35,272 shares; 2026Q1: 24,589 shares; 2026Q2: 2,067 shares 2,067 $1.07M 0.03% -22,522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,131 shares; 2026Q2: 11,354 shares 11,354 $1.03M 0.03% +7,223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,604 shares; 2026Q2: 11,714 shares 11,714 $1.02M 0.03% +110 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: 6,134 shares; 2024Q4: 6,394 shares; 2025Q1: 4,076 shares; 2025Q2: 5,949 shares; 2025Q3: 7,836 shares; 2025Q4: 11,386 shares; 2026Q1: 14,211 shares; 2026Q2: 20,051 shares 20,051 $1.01M 0.03% +5,840 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,811 shares 16,811 $992K 0.03% new Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $990K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares; 2026Q1: 9,500 shares; 2026Q2: 10,448 shares 10,448 $988K 0.03% +948 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 21,712 shares; 2026Q2: 22,775 shares 22,775 $987K 0.03% +1,063 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,795 shares; 2025Q2: 55,795 shares; 2025Q3: 55,695 shares; 2025Q4: 55,695 shares; 2026Q1: 48,462 shares; 2026Q2: 48,684 shares 48,684 $982K 0.03% +222 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: not reported; 2024Q4: 287,134 shares; 2025Q1: not reported; 2025Q2: 71,864 shares; 2025Q3: 2,894 shares; 2025Q4: 107,724 shares; 2026Q1: 3,485 shares; 2026Q2: 3,436 shares 3,436 $981K 0.03% -49 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: 5,140 shares; 2024Q4: 5,070 shares; 2025Q1: 5,597 shares; 2025Q2: 13,272 shares; 2025Q3: 13,345 shares; 2025Q4: 18,064 shares; 2026Q1: 19,856 shares; 2026Q2: 21,516 shares 21,516 $979K 0.03% +1,660 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 26,794 shares; 2026Q1: 33,254 shares; 2026Q2: 43,962 shares 43,962 $979K 0.03% +10,708 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 37,971 shares 37,971 $972K 0.03% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,353 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares; 2026Q2: 3,607 shares 3,607 $951K 0.03% +2,581 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,665 shares; 2024Q4: 18,249 shares; 2025Q1: 40,423 shares; 2025Q2: 41,628 shares; 2025Q3: 24,342 shares; 2025Q4: 12,202 shares; 2026Q1: 15,458 shares; 2026Q2: 15,454 shares 15,454 $950K 0.02% -4 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,604 shares 25,604 $943K 0.02% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 36,000 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares; 2026Q2: 2,419 shares 2,419 $942K 0.02% 0 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS 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: 42,171 shares 42,171 $940K 0.02% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,444 shares; 2025Q2: 31,723 shares; 2025Q3: 28,842 shares; 2025Q4: not reported; 2026Q1: 36,685 shares; 2026Q2: 39,682 shares 39,682 $937K 0.02% +2,997 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 15,630 shares; 2025Q4: not reported; 2026Q1: 4,661 shares; 2026Q2: 9,385 shares 9,385 $934K 0.02% +4,724 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 4,813 shares; 2026Q1: not reported; 2026Q2: 20,705 shares 20,705 $927K 0.02% new 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: not reported; 2024Q4: 61,867 shares; 2025Q1: 20,441 shares; 2025Q2: 12,121 shares; 2025Q3: 8,809 shares; 2025Q4: 5,859 shares; 2026Q1: 12,967 shares; 2026Q2: 11,454 shares 11,454 $926K 0.02% -1,513 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,581 shares 33,581 $924K 0.02% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 31,499 shares 31,499 $922K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543 shares; 2026Q1: 674 shares; 2026Q2: 677 shares 677 $902K 0.02% +3 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,739 shares; 2024Q4: 16,763 shares; 2025Q1: 19,003 shares; 2025Q2: 16,800 shares; 2025Q3: 17,397 shares; 2025Q4: 15,877 shares; 2026Q1: 9,326 shares; 2026Q2: 8,864 shares 8,864 $894K 0.02% -462 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: 7,422 shares; 2024Q4: 2,087 shares; 2025Q1: 5,266 shares; 2025Q2: 2,366 shares; 2025Q3: 6,042 shares; 2025Q4: 3,926 shares; 2026Q1: 7,871 shares; 2026Q2: 6,084 shares 6,084 $889K 0.02% -1,787 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: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,724 shares; 2025Q2: 4,453 shares; 2025Q3: 425 shares; 2025Q4: 26,737 shares; 2026Q1: 29,186 shares; 2026Q2: 1,669 shares 1,669 $860K 0.02% -27,517 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,206 shares 20,206 $842K 0.02% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,998 shares 19,998 $842K 0.02% new Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,354 shares 20,354 $841K 0.02% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,458 shares 20,458 $841K 0.02% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,899 shares 19,899 $841K 0.02% new Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,745 shares 21,745 $840K 0.02% new Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,604 shares 20,604 $840K 0.02% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,528 shares 18,528 $840K 0.02% new Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,887 shares 23,887 $839K 0.02% new Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,978 shares 21,978 $835K 0.02% new Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,568 shares 21,568 $831K 0.02% new 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: 5,134 shares; 2024Q4: 6,098 shares; 2025Q1: 6,101 shares; 2025Q2: 6,513 shares; 2025Q3: 7,161 shares; 2025Q4: 3,790 shares; 2026Q1: 2,865 shares; 2026Q2: 4,139 shares 4,139 $830K 0.02% +1,274 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,437 shares; 2024Q4: 20,617 shares; 2025Q1: 36,680 shares; 2025Q2: 40,396 shares; 2025Q3: 42,322 shares; 2025Q4: 33,875 shares; 2026Q1: 23,688 shares; 2026Q2: 16,236 shares 16,236 $823K 0.02% -7,452 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: 7,318 shares; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 6,433 shares; 2025Q3: 6,808 shares; 2025Q4: 24,230 shares; 2026Q1: 14,660 shares; 2026Q2: 15,360 shares 15,360 $821K 0.02% +700 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 8,107 shares; 2026Q1: 9,245 shares; 2026Q2: 14,094 shares 14,094 $816K 0.02% +4,849 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,068 shares 2,068 $816K 0.02% new Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,273 shares 20,273 $814K 0.02% new 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: 17,731 shares; 2024Q4: 16,976 shares; 2025Q1: 21,662 shares; 2025Q2: 6,440 shares; 2025Q3: 7,141 shares; 2025Q4: 7,096 shares; 2026Q1: 22,436 shares; 2026Q2: 5,161 shares 5,161 $811K 0.02% -17,275 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,787 shares; 2026Q2: 59,750 shares 59,750 $804K 0.02% +10,963 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 23,044 shares 23,044 $802K 0.02% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,856 shares 10,856 $802K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,178 shares; 2025Q3: 9,892 shares; 2025Q4: 9,177 shares; 2026Q1: 9,157 shares; 2026Q2: 9,040 shares 9,040 $794K 0.02% -117 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,708 shares; 2024Q4: 16,708 shares; 2025Q1: 16,708 shares; 2025Q2: 16,711 shares; 2025Q3: 16,708 shares; 2025Q4: 16,708 shares; 2026Q1: 16,708 shares; 2026Q2: 16,776 shares 16,776 $791K 0.02% +68 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: not reported; 2024Q4: 2,574 shares; 2025Q1: 8,054 shares; 2025Q2: 8,256 shares; 2025Q3: 8,045 shares; 2025Q4: 7,752 shares; 2026Q1: 4,239 shares; 2026Q2: 3,098 shares 3,098 $788K 0.02% -1,141 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,295 shares; 2025Q4: 13,989 shares; 2026Q1: 14,385 shares; 2026Q2: 13,595 shares 13,595 $766K 0.02% -790 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,321 shares; 2026Q2: 7,998 shares 7,998 $756K 0.02% -8,323 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 8,473 shares; 2025Q4: 8,471 shares; 2026Q1: 8,450 shares; 2026Q2: 8,883 shares 8,883 $747K 0.02% +433 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,079 shares; 2024Q4: 90,995 shares; 2025Q1: not reported; 2025Q2: 15,772 shares; 2025Q3: 15,990 shares; 2025Q4: 14,579 shares; 2026Q1: not reported; 2026Q2: 11,933 shares 11,933 $743K 0.02% new Timeline IGHG PROSHARES TR More: the full row for PROSHARES 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: 20,958 shares; 2025Q4: 20,128 shares; 2026Q1: 17,902 shares; 2026Q2: 9,420 shares 9,420 $738K 0.02% -8,482 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,611 shares; 2024Q4: 55,225 shares; 2025Q1: 360,103 shares; 2025Q2: 176,279 shares; 2025Q3: 308,841 shares; 2025Q4: 13,209 shares; 2026Q1: 26,186 shares; 2026Q2: 23,040 shares 23,040 $737K 0.02% -3,146 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,300 shares; 2024Q4: 13,310 shares; 2025Q1: 13,310 shares; 2025Q2: 13,319 shares; 2025Q3: 13,310 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,318 shares 8,318 $736K 0.02% +18 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,106 shares; 2026Q2: 28,425 shares 28,425 $726K 0.02% +2,319 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: 2,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 1,085 shares; 2025Q4: 793 shares; 2026Q1: 3,404 shares; 2026Q2: 2,919 shares 2,919 $725K 0.02% -485 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,020 shares 14,020 $719K 0.02% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 1,277 shares; 2025Q3: 1,667 shares; 2025Q4: not reported; 2026Q1: 2,367 shares; 2026Q2: 2,629 shares 2,629 $714K 0.02% +262 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: 4,110 shares; 2024Q4: 4,414 shares; 2025Q1: 3,177 shares; 2025Q2: 3,641 shares; 2025Q3: 3,062 shares; 2025Q4: 2,345 shares; 2026Q1: 2,357 shares; 2026Q2: 1,894 shares 1,894 $711K 0.02% -463 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,204 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,798 shares 9,798 $708K 0.02% new Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,836 shares; 2026Q2: 21,659 shares 21,659 $708K 0.02% +1,823 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: 1,673 shares; 2024Q4: 965 shares; 2025Q1: 958 shares; 2025Q2: 928 shares; 2025Q3: 919 shares; 2025Q4: 669 shares; 2026Q1: 679 shares; 2026Q2: 723 shares 723 $707K 0.02% +44 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: 2,933 shares; 2024Q4: 3,625 shares; 2025Q1: 3,640 shares; 2025Q2: 3,062 shares; 2025Q3: 22,215 shares; 2025Q4: 2,909 shares; 2026Q1: 3,230 shares; 2026Q2: 2,064 shares 2,064 $698K 0.02% -1,166 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: 5,563 shares; 2024Q4: 5,825 shares; 2025Q1: 5,283 shares; 2025Q2: 5,118 shares; 2025Q3: 4,997 shares; 2025Q4: 5,376 shares; 2026Q1: 5,814 shares; 2026Q2: 5,845 shares 5,845 $696K 0.02% +31 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,470 shares; 2025Q3: 5,233 shares; 2025Q4: 5,026 shares; 2026Q1: 5,166 shares; 2026Q2: 5,060 shares 5,060 $690K 0.02% -106 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: 3,665 shares; 2024Q4: 2,756 shares; 2025Q1: 2,771 shares; 2025Q2: 2,864 shares; 2025Q3: 3,852 shares; 2025Q4: 4,258 shares; 2026Q1: 3,518 shares; 2026Q2: 911 shares 911 $689K 0.02% -2,607 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,641 shares; 2024Q4: 180,292 shares; 2025Q1: 197,948 shares; 2025Q2: 20,575 shares; 2025Q3: 176,500 shares; 2025Q4: 12,805 shares; 2026Q1: 11,204 shares; 2026Q2: 11,103 shares 11,103 $676K 0.02% -101 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,124 shares; 2024Q4: 45,943 shares; 2025Q1: 46,613 shares; 2025Q2: 45,960 shares; 2025Q3: 45,960 shares; 2025Q4: 39,960 shares; 2026Q1: 29,960 shares; 2026Q2: 31,927 shares 31,927 $671K 0.02% +1,967 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,394 shares; 2025Q1: 27,394 shares; 2025Q2: 22,245 shares; 2025Q3: 17,918 shares; 2025Q4: 14,667 shares; 2026Q1: 6,657 shares; 2026Q2: 6,657 shares 6,657 $670K 0.02% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,707 shares; 2025Q1: 27,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,508 shares 16,508 $669K 0.02% new 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: 17,566 shares; 2024Q4: 16,593 shares; 2025Q1: 15,111 shares; 2025Q2: 15,115 shares; 2025Q3: 15,107 shares; 2025Q4: 14,391 shares; 2026Q1: 12,953 shares; 2026Q2: 13,349 shares 13,349 $666K 0.02% +396 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 250,000 shares; 2026Q1: 200,000 shares; 2026Q2: 50,000 shares 50,000 $658K 0.02% -150,000 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,072 shares; 2024Q4: 31,072 shares; 2025Q1: 31,146 shares; 2025Q2: 31,072 shares; 2025Q3: 31,072 shares; 2025Q4: 31,072 shares; 2026Q1: 31,072 shares; 2026Q2: 31,072 shares 31,072 $651K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 2,704 shares; 2026Q2: 3,011 shares 3,011 $651K 0.02% +307 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,504 shares; 2025Q4: not reported; 2026Q1: 5,436 shares; 2026Q2: 10,377 shares 10,377 $650K 0.02% +4,941 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: 1,120 shares; 2024Q4: 1,918 shares; 2025Q1: 1,619 shares; 2025Q2: 1,379 shares; 2025Q3: 2,021 shares; 2025Q4: 1,261 shares; 2026Q1: 1,319 shares; 2026Q2: 1,763 shares 1,763 $645K 0.02% +444 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,085 shares 14,085 $644K 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,612 shares; 2025Q4: 11,750 shares; 2026Q1: 12,585 shares; 2026Q2: 12,760 shares 12,760 $643K 0.02% +175 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $639K 0.02% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,167 shares; 2024Q4: 44,162 shares; 2025Q1: 44,436 shares; 2025Q2: 42,124 shares; 2025Q3: 41,616 shares; 2025Q4: 42,055 shares; 2026Q1: 41,908 shares; 2026Q2: 42,685 shares 42,685 $635K 0.02% +777 Timeline BDC BELDEN INC More: the full row for BELDEN 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: 5,049 shares 5,049 $606K 0.02% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,473 shares; 2024Q4: 27,439 shares; 2025Q1: 31,270 shares; 2025Q2: 18,099 shares; 2025Q3: 19,804 shares; 2025Q4: 27,431 shares; 2026Q1: 11,716 shares; 2026Q2: 4,973 shares 4,973 $605K 0.02% -6,743 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,048 shares; 2025Q2: 2,052 shares; 2025Q3: 2,018 shares; 2025Q4: 2,218 shares; 2026Q1: 2,028 shares; 2026Q2: 2,036 shares 2,036 $601K 0.02% +8 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 12,054 shares 12,054 $591K 0.02% new 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: 31,769 shares; 2024Q4: 4,580 shares; 2025Q1: 45,627 shares; 2025Q2: 12,701 shares; 2025Q3: 51,288 shares; 2025Q4: 15,821 shares; 2026Q1: 13,530 shares; 2026Q2: 5,496 shares 5,496 $591K 0.02% -8,034 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,212 shares; 2024Q4: 7,242 shares; 2025Q1: 7,328 shares; 2025Q2: 6,682 shares; 2025Q3: 18,298 shares; 2025Q4: 20,868 shares; 2026Q1: 19,537 shares; 2026Q2: 5,677 shares 5,677 $584K 0.02% -13,860 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: 63,719 shares; 2024Q4: 33,973 shares; 2025Q1: 59,444 shares; 2025Q2: 41,622 shares; 2025Q3: 4,020 shares; 2025Q4: 41,343 shares; 2026Q1: 4,195 shares; 2026Q2: 3,599 shares 3,599 $583K 0.02% -596 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN 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: 16,000 shares; 2026Q2: 16,000 shares 16,000 $583K 0.02% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,268 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,935 shares 53,935 $574K 0.02% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,133 shares; 2025Q4: 9,268 shares; 2026Q1: 9,280 shares; 2026Q2: 9,280 shares 9,280 $567K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,123 shares 2,123 $567K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,391 shares; 2024Q4: 5,978 shares; 2025Q1: 5,973 shares; 2025Q2: 6,026 shares; 2025Q3: 5,806 shares; 2025Q4: 2,149 shares; 2026Q1: 3,808 shares; 2026Q2: 3,807 shares 3,807 $565K 0.01% -1 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 9,412 shares; 2025Q3: 11,182 shares; 2025Q4: 12,892 shares; 2026Q1: 14,915 shares; 2026Q2: 10,755 shares 10,755 $563K 0.01% -4,160 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,916 shares 1,916 $561K 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,806 shares; 2024Q4: 74,906 shares; 2025Q1: 46,236 shares; 2025Q2: 20,583 shares; 2025Q3: 11,450 shares; 2025Q4: 140,236 shares; 2026Q1: 8,715 shares; 2026Q2: 10,993 shares 10,993 $559K 0.01% +2,278 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: 52,861 shares; 2024Q4: 53,804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,844 shares; 2026Q2: 8,845 shares 8,845 $558K 0.01% +1 Timeline XSLV 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: 12,719 shares; 2024Q4: 13,237 shares; 2025Q1: 13,389 shares; 2025Q2: 14,608 shares; 2025Q3: 14,349 shares; 2025Q4: 12,047 shares; 2026Q1: 11,900 shares; 2026Q2: 10,564 shares 10,564 $554K 0.01% -1,336 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 10,305 shares; 2026Q2: 13,671 shares 13,671 $537K 0.01% +3,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: not reported; 2025Q4: 8,385 shares; 2026Q1: not reported; 2026Q2: 2,123 shares 2,123 $534K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,464 shares; 2026Q2: 10,860 shares 10,860 $533K 0.01% -3,604 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 86,475 shares; 2026Q2: 64,607 shares 64,607 $532K 0.01% -21,868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: not reported; 2026Q1: 5,359 shares; 2026Q2: 5,657 shares 5,657 $530K 0.01% +298 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: 75,761 shares; 2024Q4: 77,471 shares; 2025Q1: 75,839 shares; 2025Q2: 2,769 shares; 2025Q3: 4,850 shares; 2025Q4: 2,643 shares; 2026Q1: 2,924 shares; 2026Q2: 5,737 shares 5,737 $529K 0.01% +2,813 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,257 shares 13,257 $526K 0.01% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 3,462 shares; 2025Q2: 3,399 shares; 2025Q3: 3,220 shares; 2025Q4: not reported; 2026Q1: 2,891 shares; 2026Q2: 2,383 shares 2,383 $521K 0.01% -508 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,758 shares 18,758 $505K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 4,601 shares; 2025Q4: 6,640 shares; 2026Q1: 6,597 shares; 2026Q2: 3,949 shares 3,949 $505K 0.01% -2,648 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 19,504 shares 19,504 $501K 0.01% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 23,544 shares 23,544 $497K 0.01% new 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: 12,674 shares; 2024Q4: 18,560 shares; 2025Q1: 18,463 shares; 2025Q2: 13,458 shares; 2025Q3: 14,494 shares; 2025Q4: 24,549 shares; 2026Q1: 29,554 shares; 2026Q2: 28,642 shares 28,642 $497K 0.01% -912 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,491 shares; 2024Q4: 13,943 shares; 2025Q1: 13,205 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 3,897 shares; 2026Q1: 3,897 shares; 2026Q2: 4,240 shares 4,240 $496K 0.01% +343 Timeline ICLN 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: 23,475 shares; 2026Q1: 23,475 shares; 2026Q2: 24,175 shares 24,175 $495K 0.01% +700 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,717 shares; 2024Q4: 3,652 shares; 2025Q1: 12,129 shares; 2025Q2: 19,932 shares; 2025Q3: 24,735 shares; 2025Q4: not reported; 2026Q1: 24,202 shares; 2026Q2: 8,215 shares 8,215 $494K 0.01% -15,987 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,048 shares 3,048 $494K 0.01% new Timeline IGF 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: 6,390 shares; 2026Q1: 6,390 shares; 2026Q2: 7,390 shares 7,390 $492K 0.01% +1,000 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2,572 shares; 2026Q2: 5,515 shares 5,515 $490K 0.01% +2,943 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: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: not reported; 2025Q3: 15,916 shares; 2025Q4: 10,350 shares; 2026Q1: 9,783 shares; 2026Q2: 6,197 shares 6,197 $490K 0.01% -3,586 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 5,170 shares; 2025Q4: 3,983 shares; 2026Q1: 3,756 shares; 2026Q2: 6,568 shares 6,568 $489K 0.01% +2,812 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: 3,182 shares; 2024Q4: 60,354 shares; 2025Q1: 3,456 shares; 2025Q2: 47,364 shares; 2025Q3: 28,125 shares; 2025Q4: 3,448 shares; 2026Q1: 3,413 shares; 2026Q2: 3,360 shares 3,360 $486K 0.01% -53 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 7,110 shares; 2025Q3: 10,982 shares; 2025Q4: 4,191 shares; 2026Q1: 4,166 shares; 2026Q2: 5,320 shares 5,320 $485K 0.01% +1,154 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,563 shares 5,563 $476K 0.01% new 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: 96,892 shares; 2024Q4: 38,758 shares; 2025Q1: 7,197 shares; 2025Q2: 9,139 shares; 2025Q3: 5,263 shares; 2025Q4: 4,882 shares; 2026Q1: 5,027 shares; 2026Q2: 4,944 shares 4,944 $473K 0.01% -83 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,251 shares 14,251 $472K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,348 shares; 2025Q1: 7,070 shares; 2025Q2: 1,347 shares; 2025Q3: 4,553 shares; 2025Q4: 3,564 shares; 2026Q1: 6,553 shares; 2026Q2: 4,126 shares 4,126 $469K 0.01% -2,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,202 shares 5,202 $457K 0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,189 shares 1,189 $457K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 1,633 shares; 2025Q4: 19,912 shares; 2026Q1: 16,529 shares; 2026Q2: 1,983 shares 1,983 $456K 0.01% -14,546 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: 1,430 shares; 2024Q4: 1,675 shares; 2025Q1: 1,531 shares; 2025Q2: 1,640 shares; 2025Q3: 1,531 shares; 2025Q4: 1,063 shares; 2026Q1: 1,874 shares; 2026Q2: 1,874 shares 1,874 $454K 0.01% 0 Timeline XLI 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: 15,812 shares; 2024Q4: 4,408 shares; 2025Q1: 4,274 shares; 2025Q2: 3,911 shares; 2025Q3: 29,579 shares; 2025Q4: 26,796 shares; 2026Q1: 67,832 shares; 2026Q2: 2,439 shares 2,439 $452K 0.01% -65,393 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,858 shares; 2026Q2: 4,138 shares 4,138 $451K 0.01% -2,720 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: 6,380 shares; 2025Q1: 7,577 shares; 2025Q2: 7,699 shares; 2025Q3: 7,816 shares; 2025Q4: 8,136 shares; 2026Q1: 8,255 shares; 2026Q2: 8,328 shares 8,328 $449K 0.01% +73 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: 76,463 shares; 2024Q4: 72,270 shares; 2025Q1: 70,560 shares; 2025Q2: 60,698 shares; 2025Q3: 2,997 shares; 2025Q4: 1,766 shares; 2026Q1: 1,806 shares; 2026Q2: 1,776 shares 1,776 $448K 0.01% -30 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: 5,590 shares; 2024Q4: 5,140 shares; 2025Q1: 6,279 shares; 2025Q2: not reported; 2025Q3: 55,941 shares; 2025Q4: 40,236 shares; 2026Q1: 39,554 shares; 2026Q2: 5,807 shares 5,807 $448K 0.01% -33,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,293 shares 1,293 $445K 0.01% new 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: 1,899 shares; 2024Q4: 2,638 shares; 2025Q1: 2,731 shares; 2025Q2: 2,470 shares; 2025Q3: 2,494 shares; 2025Q4: not reported; 2026Q1: 937 shares; 2026Q2: 1,824 shares 1,824 $443K 0.01% +887 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares; 2026Q2: 2,339 shares 2,339 $438K 0.01% +9 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares; 2026Q2: 3,118 shares 3,118 $436K 0.01% +79 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: 3,214 shares; 2024Q4: 3,317 shares; 2025Q1: 21,449 shares; 2025Q2: 6,973 shares; 2025Q3: 5,620 shares; 2025Q4: not reported; 2026Q1: 3,226 shares; 2026Q2: 3,331 shares 3,331 $435K 0.01% +105 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,124 shares; 2025Q1: 2,108 shares; 2025Q2: 1,890 shares; 2025Q3: 1,889 shares; 2025Q4: 1,841 shares; 2026Q1: 1,848 shares; 2026Q2: 2,032 shares 2,032 $432K 0.01% +184 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,540 shares; 2026Q1: 8,634 shares; 2026Q2: 4,236 shares 4,236 $431K 0.01% -4,398 Timeline BILS 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: 2,088 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: not reported; 2025Q4: 9,110 shares; 2026Q1: not reported; 2026Q2: 4,323 shares 4,323 $430K 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: 3,621 shares; 2024Q4: 8,623 shares; 2025Q1: 13,265 shares; 2025Q2: 4,916 shares; 2025Q3: 6,622 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,153 shares 1,153 $427K 0.01% new 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: 6,055 shares; 2024Q4: 11,160 shares; 2025Q1: 8,489 shares; 2025Q2: 3,358 shares; 2025Q3: 8,053 shares; 2025Q4: 2,105 shares; 2026Q1: 2,651 shares; 2026Q2: 655 shares 655 $417K 0.01% -1,996 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: 5,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares; 2026Q1: 4,283 shares; 2026Q2: 862 shares 862 $416K 0.01% -3,421 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,831 shares; 2024Q4: 5,166 shares; 2025Q1: 8,347 shares; 2025Q2: 6,557 shares; 2025Q3: 8,483 shares; 2025Q4: 12,757 shares; 2026Q1: 18,276 shares; 2026Q2: 7,645 shares 7,645 $416K 0.01% -10,631 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: not reported; 2024Q4: 4,412 shares; 2025Q1: 4,460 shares; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 5,812 shares; 2026Q1: 4,667 shares; 2026Q2: 5,652 shares 5,652 $415K 0.01% +985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,126 shares; 2025Q3: 41,202 shares; 2025Q4: 29,739 shares; 2026Q1: 11,521 shares; 2026Q2: 10,004 shares 10,004 $414K 0.01% -1,517 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 748 shares; 2026Q2: 823 shares 823 $413K 0.01% +75 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: 3,663 shares; 2024Q4: 4,464 shares; 2025Q1: 4,897 shares; 2025Q2: 3,344 shares; 2025Q3: 3,359 shares; 2025Q4: 4,095 shares; 2026Q1: 4,136 shares; 2026Q2: 4,210 shares 4,210 $406K 0.01% +74 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,803 shares; 2025Q4: 4,852 shares; 2026Q1: 4,878 shares; 2026Q2: 4,913 shares 4,913 $405K 0.01% +35 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,669 shares 2,669 $403K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 752 shares; 2025Q3: 857 shares; 2025Q4: 851 shares; 2026Q1: 622 shares; 2026Q2: 1,167 shares 1,167 $398K 0.01% +545 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares; 2026Q2: 16,241 shares 16,241 $398K 0.01% +5,159 Timeline BOTZ 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: 6,097 shares; 2025Q4: not reported; 2026Q1: 7,638 shares; 2026Q2: 10,430 shares 10,430 $396K 0.01% +2,792 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares; 2026Q1: 7,321 shares; 2026Q2: 8,088 shares 8,088 $395K 0.01% +767 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,516 shares 7,516 $393K 0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,981 shares 19,981 $392K 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 8,706 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $389K 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: 65,263 shares; 2024Q4: 28,463 shares; 2025Q1: 40,286 shares; 2025Q2: 38,966 shares; 2025Q3: 36,915 shares; 2025Q4: 3,370 shares; 2026Q1: 3,050 shares; 2026Q2: 3,011 shares 3,011 $381K 0.01% -39 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 19,239 shares; 2026Q1: 36,886 shares; 2026Q2: 28,593 shares 28,593 $381K 0.01% -8,293 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: 1,420 shares; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: 2,079 shares; 2025Q3: 1,864 shares; 2025Q4: 2,266 shares; 2026Q1: 2,746 shares; 2026Q2: 1,976 shares 1,976 $377K 0.01% -770 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 1,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares; 2026Q2: 667 shares 667 $374K 0.01% -7 Timeline IDLV 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: 14,807 shares; 2024Q4: 15,085 shares; 2025Q1: 14,527 shares; 2025Q2: 13,415 shares; 2025Q3: 14,137 shares; 2025Q4: 11,885 shares; 2026Q1: 11,885 shares; 2026Q2: 10,770 shares 10,770 $371K 0.01% -1,115 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,471 shares; 2025Q1: 5,978 shares; 2025Q2: 5,483 shares; 2025Q3: 5,465 shares; 2025Q4: 6,216 shares; 2026Q1: 6,601 shares; 2026Q2: 2,682 shares 2,682 $370K 0.01% -3,919 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,336 shares; 2024Q4: 38,210 shares; 2025Q1: 45,863 shares; 2025Q2: 44,836 shares; 2025Q3: 47,349 shares; 2025Q4: 31,295 shares; 2026Q1: 10,201 shares; 2026Q2: 7,457 shares 7,457 $369K 0.01% -2,744 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: 1,992 shares; 2024Q4: 1,430 shares; 2025Q1: 1,408 shares; 2025Q2: 1,439 shares; 2025Q3: 1,437 shares; 2025Q4: not reported; 2026Q1: 1,525 shares; 2026Q2: 1,541 shares 1,541 $368K 0.01% +16 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,039 shares; 2026Q2: 1,035 shares 1,035 $362K 0.01% -4 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: 3,912 shares; 2024Q4: 225 shares; 2025Q1: 1,942 shares; 2025Q2: 2,064 shares; 2025Q3: 2,104 shares; 2025Q4: 2,429 shares; 2026Q1: 2,972 shares; 2026Q2: 1,614 shares 1,614 $360K 0.01% -1,358 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,875 shares; 2025Q4: 7,147 shares; 2026Q1: 6,203 shares; 2026Q2: 5,713 shares 5,713 $359K 0.01% -490 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,802 shares; 2026Q2: 12,684 shares 12,684 $354K 0.01% +1,882 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,474 shares; 2025Q4: 6,524 shares; 2026Q1: 6,524 shares; 2026Q2: 6,524 shares 6,524 $353K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,616 shares; 2024Q4: 8,753 shares; 2025Q1: 34,653 shares; 2025Q2: 34,698 shares; 2025Q3: 21,923 shares; 2025Q4: not reported; 2026Q1: 1,267 shares; 2026Q2: 1,345 shares 1,345 $350K 0.01% +78 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: 3,528 shares; 2024Q4: 5,444 shares; 2025Q1: 16,158 shares; 2025Q2: 8,174 shares; 2025Q3: 4,174 shares; 2025Q4: 2,449 shares; 2026Q1: 12,837 shares; 2026Q2: 2,569 shares 2,569 $349K 0.01% -10,268 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: 60,987 shares; 2024Q4: 60,506 shares; 2025Q1: 53,444 shares; 2025Q2: 49,747 shares; 2025Q3: 39,959 shares; 2025Q4: 27,759 shares; 2026Q1: 20,387 shares; 2026Q2: 19,454 shares 19,454 $348K 0.01% -933 Timeline EAGG 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: 7,092 shares; 2025Q4: 7,187 shares; 2026Q1: 7,222 shares; 2026Q2: 7,276 shares 7,276 $345K 0.01% +54 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,183 shares; 2024Q4: 6,021 shares; 2025Q1: 8,861 shares; 2025Q2: 8,543 shares; 2025Q3: 8,937 shares; 2025Q4: 12,032 shares; 2026Q1: 20,479 shares; 2026Q2: 6,314 shares 6,314 $344K 0.01% -14,165 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,612 shares; 2025Q1: 3,639 shares; 2025Q2: 3,524 shares; 2025Q3: 3,496 shares; 2025Q4: 3,403 shares; 2026Q1: 3,648 shares; 2026Q2: 3,836 shares 3,836 $336K 0.01% +188 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,240 shares 1,240 $336K 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 9,911 shares; 2025Q4: 60,357 shares; 2026Q1: 22,524 shares; 2026Q2: 6,511 shares 6,511 $332K 0.01% -16,013 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,999 shares; 2026Q2: 24,057 shares 24,057 $332K 0.01% +58 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,558 shares; 2026Q1: 8,577 shares; 2026Q2: 14,137 shares 14,137 $331K 0.01% +5,560 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,349 shares 6,349 $330K 0.01% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,859 shares; 2024Q4: 8,430 shares; 2025Q1: 11,800 shares; 2025Q2: 12,401 shares; 2025Q3: 11,604 shares; 2025Q4: 15,557 shares; 2026Q1: 17,426 shares; 2026Q2: 7,315 shares 7,315 $330K 0.01% -10,111 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,285 shares; 2024Q4: 72,749 shares; 2025Q1: 3,886 shares; 2025Q2: 3,587 shares; 2025Q3: 3,705 shares; 2025Q4: 20,052 shares; 2026Q1: 5,450 shares; 2026Q2: 3,786 shares 3,786 $327K 0.01% -1,664 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,933 shares 5,933 $326K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,594 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares; 2026Q2: 656 shares 656 $326K 0.01% +54 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: 23,881 shares; 2024Q4: 21,937 shares; 2025Q1: 21,802 shares; 2025Q2: 25,034 shares; 2025Q3: 29,055 shares; 2025Q4: 4,174 shares; 2026Q1: 1,442 shares; 2026Q2: 1,581 shares 1,581 $324K 0.01% +139 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: 10,567 shares; 2024Q4: 2,496 shares; 2025Q1: 3,430 shares; 2025Q2: 3,691 shares; 2025Q3: 25,083 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,792 shares 1,792 $322K 0.01% new 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: 967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,096 shares; 2026Q2: 3,690 shares 3,690 $321K 0.01% -2,406 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: 17,302 shares; 2024Q4: 16,502 shares; 2025Q1: 15,200 shares; 2025Q2: 18,445 shares; 2025Q3: 19,960 shares; 2025Q4: 15,880 shares; 2026Q1: 3,221 shares; 2026Q2: 3,529 shares 3,529 $320K 0.01% +308 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: 644 shares; 2026Q2: 3,864 shares 3,864 $319K 0.01% +3,220 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,274 shares; 2025Q1: 129,186 shares; 2025Q2: 99,437 shares; 2025Q3: 5,158 shares; 2025Q4: not reported; 2026Q1: 125,203 shares; 2026Q2: 2,493 shares 2,493 $315K 0.01% -122,710 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,220 shares; 2026Q2: 6,638 shares 6,638 $309K 0.01% +418 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,132 shares; 2025Q4: 937 shares; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $309K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,050 shares 8,050 $309K 0.01% new 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: 20,486 shares; 2024Q4: 2,380 shares; 2025Q1: 15,100 shares; 2025Q2: 24,450 shares; 2025Q3: 13,248 shares; 2025Q4: not reported; 2026Q1: 2,584 shares; 2026Q2: 1,942 shares 1,942 $308K 0.01% -642 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,689 shares; 2025Q2: 14,957 shares; 2025Q3: 1,252 shares; 2025Q4: 1,229 shares; 2026Q1: 1,378 shares; 2026Q2: 1,446 shares 1,446 $306K 0.01% +68 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,370 shares; 2025Q1: 2,350 shares; 2025Q2: 2,370 shares; 2025Q3: 2,469 shares; 2025Q4: 2,549 shares; 2026Q1: 3,256 shares; 2026Q2: 3,332 shares 3,332 $306K 0.01% +76 Timeline EELV 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: 14,827 shares; 2024Q4: 14,866 shares; 2025Q1: 14,137 shares; 2025Q2: 14,634 shares; 2025Q3: 15,505 shares; 2025Q4: 12,822 shares; 2026Q1: 12,180 shares; 2026Q2: 10,991 shares 10,991 $306K 0.01% -1,189 Timeline UXI PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $305K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $302K 0.01% new 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: 619 shares; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 749 shares; 2025Q3: 849 shares; 2025Q4: 6,068 shares; 2026Q1: 10,466 shares; 2026Q2: 1,087 shares 1,087 $300K 0.01% -9,379 Timeline