IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,424 shares; 2025Q1: 29,989 shares; 2025Q2: 31,004 shares; 2025Q3: 32,442 shares; 2025Q4: 32,956 shares; 2026Q1: 38,338 shares; 2026Q2: 43,792 shares 43,792 $32.8M 14.99% +5,454 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: not loaded; 2024Q4: 15,016 shares; 2025Q1: 17,740 shares; 2025Q2: 20,225 shares; 2025Q3: 30,203 shares; 2025Q4: 30,371 shares; 2026Q1: 30,979 shares; 2026Q2: 31,141 shares 31,141 $21.4M 9.78% +162 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,530 shares; 2025Q1: 20,602 shares; 2025Q2: 25,383 shares; 2025Q3: 36,763 shares; 2025Q4: 36,321 shares; 2026Q1: 38,259 shares; 2026Q2: 42,173 shares 42,173 $12.2M 5.58% +3,914 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 132,005 shares; 2025Q1: 132,512 shares; 2025Q2: 155,720 shares; 2025Q3: 180,784 shares; 2025Q4: 169,136 shares; 2026Q1: 171,099 shares; 2026Q2: 169,318 shares 169,318 $10.1M 4.64% -1,781 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 loaded; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 32,996 shares; 2025Q3: 42,104 shares; 2025Q4: 62,073 shares; 2026Q1: 62,073 shares; 2026Q2: 87,874 shares 87,874 $8.49M 3.88% +25,801 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: not loaded; 2024Q4: 36,559 shares; 2025Q1: 37,239 shares; 2025Q2: 43,749 shares; 2025Q3: 43,751 shares; 2025Q4: 39,721 shares; 2026Q1: 39,665 shares; 2026Q2: 40,654 shares 40,654 $8.13M 3.72% +989 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: not loaded; 2024Q4: 44,637 shares; 2025Q1: 44,890 shares; 2025Q2: 46,065 shares; 2025Q3: 46,576 shares; 2025Q4: 46,895 shares; 2026Q1: 47,099 shares; 2026Q2: 47,755 shares 47,755 $7M 3.2% +656 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: not loaded; 2024Q4: 14,412 shares; 2025Q1: 14,423 shares; 2025Q2: 15,037 shares; 2025Q3: 15,044 shares; 2025Q4: 15,102 shares; 2026Q1: 15,421 shares; 2026Q2: 16,867 shares 16,867 $6.03M 2.76% +1,446 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: not loaded; 2024Q4: 9,215 shares; 2025Q1: 9,285 shares; 2025Q2: 11,153 shares; 2025Q3: 11,373 shares; 2025Q4: 11,473 shares; 2026Q1: 11,693 shares; 2026Q2: 12,085 shares 12,085 $4.51M 2.06% +392 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: not loaded; 2024Q4: 1,017 shares; 2025Q1: 884 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 915 shares; 2026Q1: 921 shares; 2026Q2: 5,451 shares 5,451 $4.07M 1.86% +4,530 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 1,825 shares; 2025Q2: 2,328 shares; 2025Q3: 2,389 shares; 2025Q4: 2,406 shares; 2026Q1: 3,139 shares; 2026Q2: 3,175 shares 3,175 $3.81M 1.74% +36 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,549 shares; 2025Q1: 7,552 shares; 2025Q2: 8,355 shares; 2025Q3: 8,357 shares; 2025Q4: 8,487 shares; 2026Q1: 8,516 shares; 2026Q2: 9,850 shares 9,850 $3.48M 1.59% +1,334 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: not loaded; 2024Q4: 7,962 shares; 2025Q1: 7,987 shares; 2025Q2: 8,003 shares; 2025Q3: 8,328 shares; 2025Q4: 8,411 shares; 2026Q1: 8,739 shares; 2026Q2: 8,838 shares 8,838 $3.34M 1.53% +99 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: not loaded; 2024Q4: 24,153 shares; 2025Q1: 24,174 shares; 2025Q2: 26,644 shares; 2025Q3: 26,635 shares; 2025Q4: 26,685 shares; 2026Q1: 27,088 shares; 2026Q2: 29,209 shares 29,209 $3.31M 1.51% +2,121 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,956 shares; 2025Q1: 2,959 shares; 2025Q2: 2,963 shares; 2025Q3: 2,990 shares; 2025Q4: 3,017 shares; 2026Q1: 3,022 shares; 2026Q2: 2,753 shares 2,753 $3.18M 1.45% -269 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,781 shares; 2025Q1: 18,907 shares; 2025Q2: 21,886 shares; 2025Q3: 21,096 shares; 2025Q4: 20,943 shares; 2026Q1: 21,377 shares; 2026Q2: 23,036 shares 23,036 $3.15M 1.44% +1,659 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: not loaded; 2024Q4: 8,245 shares; 2025Q1: 8,259 shares; 2025Q2: 8,651 shares; 2025Q3: 8,874 shares; 2025Q4: 8,934 shares; 2026Q1: 9,328 shares; 2026Q2: 9,542 shares 9,542 $3.12M 1.43% +214 Timeline BSCQ 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 loaded; 2024Q4: 131,493 shares; 2025Q1: 135,519 shares; 2025Q2: 136,217 shares; 2025Q3: 136,923 shares; 2025Q4: 137,626 shares; 2026Q1: 138,329 shares; 2026Q2: 139,024 shares 139,024 $2.71M 1.24% +695 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: not loaded; 2024Q4: 7,044 shares; 2025Q1: 7,084 shares; 2025Q2: 9,687 shares; 2025Q3: 9,700 shares; 2025Q4: 9,970 shares; 2026Q1: 10,563 shares; 2026Q2: 11,207 shares 11,207 $2.67M 1.22% +644 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,232 shares; 2026Q1: 11,280 shares; 2026Q2: 17,664 shares 17,664 $2.62M 1.2% +6,384 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329 shares; 2026Q2: 5,570 shares 5,570 $2.06M 0.94% +3,241 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,113 shares; 2025Q1: 84,595 shares; 2025Q2: 85,359 shares; 2025Q3: 87,148 shares; 2025Q4: 88,191 shares; 2026Q1: 88,703 shares; 2026Q2: 89,380 shares 89,380 $2.05M 0.94% +677 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: not loaded; 2024Q4: 3,118 shares; 2025Q1: 3,119 shares; 2025Q2: 3,220 shares; 2025Q3: 3,243 shares; 2025Q4: 3,314 shares; 2026Q1: 3,393 shares; 2026Q2: 3,475 shares 3,475 $1.96M 0.89% +82 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,356 shares; 2025Q1: 8,659 shares; 2025Q2: 16,765 shares; 2025Q3: 20,570 shares; 2025Q4: 19,610 shares; 2026Q1: 21,396 shares; 2026Q2: 21,911 shares 21,911 $1.79M 0.82% +515 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: not loaded; 2024Q4: 567 shares; 2025Q1: 569 shares; 2025Q2: 570 shares; 2025Q3: 573 shares; 2025Q4: 577 shares; 2026Q1: 584 shares; 2026Q2: 5,873 shares 5,873 $1.77M 0.81% +5,289 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,616 shares; 2025Q1: 24,235 shares; 2025Q2: 47,152 shares; 2025Q3: 47,152 shares; 2025Q4: 47,152 shares; 2026Q1: 42,760 shares; 2026Q2: 42,760 shares 42,760 $1.72M 0.79% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,913 shares; 2025Q1: 7,913 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 7,302 shares; 2026Q1: 10,736 shares; 2026Q2: 22,995 shares 22,995 $1.64M 0.75% +12,259 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,105 shares; 2025Q1: 19,260 shares; 2025Q2: 20,090 shares; 2025Q3: 19,735 shares; 2025Q4: 19,474 shares; 2026Q1: 19,647 shares; 2026Q2: 20,259 shares 20,259 $1.62M 0.74% +612 Timeline JNK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,200 shares; 2025Q4: 15,350 shares; 2026Q1: 15,497 shares; 2026Q2: 15,499 shares 15,499 $1.49M 0.68% +2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,418 shares; 2025Q4: 48,425 shares; 2026Q1: 48,428 shares; 2026Q2: 48,431 shares 48,431 $1.48M 0.67% +3 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 loaded; 2024Q4: 2,514 shares; 2025Q1: 2,472 shares; 2025Q2: 2,320 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,063 shares; 2026Q2: 2,063 shares 2,063 $1.45M 0.66% 0 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: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,069 shares; 2025Q2: 1,323 shares; 2025Q3: 1,327 shares; 2025Q4: 1,280 shares; 2026Q1: 1,310 shares; 2026Q2: 1,518 shares 1,518 $1.42M 0.65% +208 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 loaded; 2024Q4: 4,456 shares; 2025Q1: 4,472 shares; 2025Q2: 4,472 shares; 2025Q3: 4,485 shares; 2025Q4: 4,511 shares; 2026Q1: 4,526 shares; 2026Q2: 4,537 shares 4,537 $1.38M 0.63% +11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,151 shares; 2026Q1: 1,164 shares; 2026Q2: 1,272 shares 1,272 $1.35M 0.62% +108 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: not loaded; 2024Q4: 13,692 shares; 2025Q1: 13,692 shares; 2025Q2: 14,713 shares; 2025Q3: 15,347 shares; 2025Q4: 15,049 shares; 2026Q1: 15,291 shares; 2026Q2: 15,471 shares 15,471 $1.26M 0.57% +180 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,587 shares; 2026Q2: 43,229 shares 43,229 $1.18M 0.54% +39,642 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,752 shares; 2025Q1: 12,791 shares; 2025Q2: 12,828 shares; 2025Q3: 12,871 shares; 2025Q4: 12,924 shares; 2026Q1: 12,958 shares; 2026Q2: 10,586 shares 10,586 $1.17M 0.53% -2,372 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,390 shares; 2025Q3: 2,511 shares; 2025Q4: 2,524 shares; 2026Q1: 2,551 shares; 2026Q2: 2,722 shares 2,722 $1.16M 0.53% +171 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,116 shares; 2025Q1: 2,120 shares; 2025Q2: 2,181 shares; 2025Q3: 2,184 shares; 2025Q4: 2,206 shares; 2026Q1: 2,250 shares; 2026Q2: 2,257 shares 2,257 $1.16M 0.53% +7 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,892 shares; 2025Q1: 3,996 shares; 2025Q2: 4,244 shares; 2025Q3: 4,449 shares; 2025Q4: 4,431 shares; 2026Q1: 4,447 shares; 2026Q2: 4,574 shares 4,574 $1.15M 0.53% +127 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,475 shares; 2026Q1: 20,475 shares; 2026Q2: 22,050 shares 22,050 $1.1M 0.5% +1,575 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,994 shares; 2025Q1: 13,094 shares; 2025Q2: 12,409 shares; 2025Q3: 10,049 shares; 2025Q4: 20,022 shares; 2026Q1: 20,146 shares; 2026Q2: 20,286 shares 20,286 $1.08M 0.49% +140 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: not loaded; 2024Q4: 1,023 shares; 2025Q1: 1,026 shares; 2025Q2: 1,029 shares; 2025Q3: 1,065 shares; 2025Q4: 1,051 shares; 2026Q1: 1,061 shares; 2026Q2: 1,697 shares 1,697 $1.08M 0.49% +636 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 loaded; 2024Q4: 2,083 shares; 2025Q1: 1,869 shares; 2025Q2: 1,771 shares; 2025Q3: 1,946 shares; 2025Q4: 1,931 shares; 2026Q1: 1,978 shares; 2026Q2: 2,038 shares 2,038 $1.02M 0.47% +60 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,961 shares; 2026Q2: 10,014 shares 10,014 $1.01M 0.46% +53 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 694 shares; 2025Q4: 792 shares; 2026Q1: 801 shares; 2026Q2: 821 shares 821 $965K 0.44% +20 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,502 shares 12,502 $964K 0.44% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,166 shares; 2025Q1: 6,200 shares; 2025Q2: 6,962 shares; 2025Q3: 7,005 shares; 2025Q4: 7,099 shares; 2026Q1: 7,331 shares; 2026Q2: 7,398 shares 7,398 $951K 0.43% +67 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: not loaded; 2024Q4: 2,428 shares; 2025Q1: 2,430 shares; 2025Q2: 2,431 shares; 2025Q3: 2,432 shares; 2025Q4: 2,433 shares; 2026Q1: 2,434 shares; 2026Q2: 2,529 shares 2,529 $945K 0.43% +95 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,105 shares; 2025Q1: 9,124 shares; 2025Q2: 9,143 shares; 2025Q3: 25,148 shares; 2025Q4: 25,170 shares; 2026Q1: 25,135 shares; 2026Q2: 25,153 shares 25,153 $925K 0.42% +18 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 727 shares; 2026Q1: 927 shares; 2026Q2: 1,195 shares 1,195 $880K 0.4% +268 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,845 shares; 2025Q1: 18,878 shares; 2025Q2: 16,935 shares; 2025Q3: 45,815 shares; 2025Q4: 45,857 shares; 2026Q1: 45,950 shares; 2026Q2: 45,988 shares 45,988 $879K 0.4% +38 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,345 shares; 2026Q1: 1,406 shares; 2026Q2: 1,477 shares 1,477 $858K 0.39% +71 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,502 shares 15,502 $834K 0.38% new 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: not loaded; 2024Q4: 1,413 shares; 2025Q1: 1,421 shares; 2025Q2: 2,078 shares; 2025Q3: 2,152 shares; 2025Q4: 2,177 shares; 2026Q1: 2,198 shares; 2026Q2: 2,297 shares 2,297 $810K 0.37% +99 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,966 shares; 2025Q1: 14,792 shares; 2025Q2: 14,792 shares; 2025Q3: 14,792 shares; 2025Q4: 14,792 shares; 2026Q1: 14,792 shares; 2026Q2: 14,829 shares 14,829 $768K 0.35% +37 Timeline VGSH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,769 shares 12,769 $743K 0.34% 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: not loaded; 2024Q4: 1,042 shares; 2025Q1: 1,017 shares; 2025Q2: 2,506 shares; 2025Q3: 2,606 shares; 2025Q4: 2,417 shares; 2026Q1: 2,622 shares; 2026Q2: 2,582 shares 2,582 $726K 0.33% -40 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: not loaded; 2024Q4: 1,274 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,371 shares; 2025Q4: 1,330 shares; 2026Q1: 1,089 shares; 2026Q2: 1,960 shares 1,960 $722K 0.33% +871 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,570 shares; 2025Q1: 10,203 shares; 2025Q2: 10,204 shares; 2025Q3: 10,206 shares; 2025Q4: 6,642 shares; 2026Q1: 6,643 shares; 2026Q2: 6,645 shares 6,645 $707K 0.32% +2 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: not loaded; 2024Q4: 4,050 shares; 2025Q1: 4,058 shares; 2025Q2: 4,076 shares; 2025Q3: 4,317 shares; 2025Q4: 4,373 shares; 2026Q1: 4,414 shares; 2026Q2: 4,678 shares 4,678 $686K 0.31% +264 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,552 shares; 2025Q1: 2,563 shares; 2025Q2: 3,075 shares; 2025Q3: 3,330 shares; 2025Q4: 3,383 shares; 2026Q1: 3,398 shares; 2026Q2: 3,485 shares 3,485 $661K 0.3% +87 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,554 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,753 shares; 2026Q1: 1,838 shares; 2026Q2: 1,922 shares 1,922 $659K 0.3% +84 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,232 shares; 2025Q4: 8,511 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $641K 0.29% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,451 shares; 2026Q1: 12,451 shares; 2026Q2: 12,261 shares 12,261 $636K 0.29% -190 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 1,601 shares; 2025Q4: 1,647 shares; 2026Q1: 1,694 shares; 2026Q2: 2,475 shares 2,475 $629K 0.29% +781 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 loaded; 2024Q4: 9,368 shares; 2025Q1: 9,368 shares; 2025Q2: 9,368 shares; 2025Q3: 9,368 shares; 2025Q4: 9,368 shares; 2026Q1: 9,368 shares; 2026Q2: 9,368 shares 9,368 $624K 0.29% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,077 shares; 2025Q2: 1,112 shares; 2025Q3: 1,199 shares; 2025Q4: 1,215 shares; 2026Q1: 1,238 shares; 2026Q2: 2,283 shares 2,283 $617K 0.28% +1,045 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 483 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 772 shares; 2026Q2: 801 shares 801 $611K 0.28% +29 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: not loaded; 2024Q4: 2,935 shares; 2025Q1: 3,008 shares; 2025Q2: 3,033 shares; 2025Q3: 3,241 shares; 2025Q4: 3,078 shares; 2026Q1: 3,143 shares; 2026Q2: 3,621 shares 3,621 $600K 0.27% +478 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,140 shares; 2025Q3: 14,140 shares; 2025Q4: 14,158 shares; 2026Q1: 9,963 shares; 2026Q2: 11,301 shares 11,301 $594K 0.27% +1,338 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 745 shares; 2025Q3: 788 shares; 2025Q4: 7,924 shares; 2026Q1: 8,155 shares; 2026Q2: 8,244 shares 8,244 $589K 0.27% +89 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,310 shares; 2025Q4: 10,319 shares; 2026Q1: 10,346 shares; 2026Q2: 10,355 shares 10,355 $583K 0.27% +9 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 3,065 shares; 2025Q2: 3,073 shares; 2025Q3: 3,078 shares; 2025Q4: 3,099 shares; 2026Q1: 3,094 shares; 2026Q2: 3,188 shares 3,188 $562K 0.26% +94 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,066 shares; 2025Q1: 1,068 shares; 2025Q2: 1,071 shares; 2025Q3: 1,073 shares; 2025Q4: 1,079 shares; 2026Q1: 1,077 shares; 2026Q2: 1,109 shares 1,109 $545K 0.25% +32 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,423 shares; 2026Q2: 17,895 shares 17,895 $536K 0.25% -4,528 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,165 shares 8,165 $527K 0.24% 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: not loaded; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,815 shares; 2025Q3: 1,864 shares; 2025Q4: 1,875 shares; 2026Q1: 1,898 shares; 2026Q2: 1,912 shares 1,912 $520K 0.24% +14 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,628 shares; 2026Q2: 1,869 shares 1,869 $477K 0.22% +241 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,026 shares; 2025Q1: 6,037 shares; 2025Q2: 6,476 shares; 2025Q3: 6,947 shares; 2025Q4: 7,136 shares; 2026Q1: 6,972 shares; 2026Q2: 7,885 shares 7,885 $449K 0.21% +913 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: not loaded; 2024Q4: 1,698 shares; 2025Q1: 1,705 shares; 2025Q2: 1,712 shares; 2025Q3: 1,602 shares; 2025Q4: 1,416 shares; 2026Q1: 1,417 shares; 2026Q2: 1,490 shares 1,490 $444K 0.2% +73 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 332 shares; 2025Q4: 408 shares; 2026Q1: 426 shares; 2026Q2: 437 shares 437 $442K 0.2% +11 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $414K 0.19% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,574 shares; 2026Q1: 1,049 shares; 2026Q2: 994 shares 994 $392K 0.18% -55 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,723 shares 2,723 $380K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares; 2026Q2: 1,777 shares 1,777 $378K 0.17% +513 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,749 shares; 2025Q1: 1,781 shares; 2025Q2: 1,834 shares; 2025Q3: 1,827 shares; 2025Q4: 1,879 shares; 2026Q1: 1,890 shares; 2026Q2: 2,090 shares 2,090 $378K 0.17% +200 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: not loaded; 2024Q4: 1,594 shares; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 1,926 shares; 2025Q4: 1,946 shares; 2026Q1: 1,968 shares; 2026Q2: 2,775 shares 2,775 $376K 0.17% +807 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $367K 0.17% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares 823 $357K 0.16% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,247 shares; 2025Q2: 1,255 shares; 2025Q3: 1,262 shares; 2025Q4: 1,274 shares; 2026Q1: 1,279 shares; 2026Q2: 1,286 shares 1,286 $348K 0.16% +7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,955 shares; 2025Q3: 2,973 shares; 2025Q4: not reported; 2026Q1: 2,810 shares; 2026Q2: 2,943 shares 2,943 $346K 0.16% +133 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $346K 0.16% new 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: not loaded; 2024Q4: 1,939 shares; 2025Q1: 1,914 shares; 2025Q2: 2,418 shares; 2025Q3: 2,423 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,107 shares 2,107 $341K 0.16% +54 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 653 shares; 2026Q1: 667 shares; 2026Q2: 662 shares 662 $337K 0.15% -5 Timeline VEU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,533 shares; 2026Q2: 3,908 shares 3,908 $327K 0.15% -1,625 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: not loaded; 2024Q4: 1,742 shares; 2025Q1: 1,748 shares; 2025Q2: 1,754 shares; 2025Q3: 1,926 shares; 2025Q4: 1,940 shares; 2026Q1: 1,939 shares; 2026Q2: 1,885 shares 1,885 $316K 0.14% -54 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: not loaded; 2024Q4: 1,540 shares; 2025Q1: 1,547 shares; 2025Q2: 1,552 shares; 2025Q3: 1,556 shares; 2025Q4: 1,584 shares; 2026Q1: 1,579 shares; 2026Q2: 1,637 shares 1,637 $303K 0.14% +58 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 789 shares; 2026Q1: 803 shares; 2026Q2: 827 shares 827 $299K 0.14% +24 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $292K 0.13% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,303 shares; 2026Q1: 1,259 shares; 2026Q2: 1,365 shares 1,365 $285K 0.13% +106 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 loaded; 2024Q4: 567 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 578 shares; 2026Q1: 606 shares; 2026Q2: 554 shares 554 $278K 0.13% -52 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,770 shares; 2025Q1: 5,803 shares; 2025Q2: 5,837 shares; 2025Q3: 5,864 shares; 2025Q4: 5,889 shares; 2026Q1: 5,917 shares; 2026Q2: 5,951 shares 5,951 $275K 0.13% +34 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,218 shares 3,218 $272K 0.12% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 470 shares 470 $271K 0.12% +12 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 2,274 shares; 2026Q2: 2,294 shares 2,294 $270K 0.12% +20 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 loaded; 2024Q4: 3,274 shares; 2025Q1: 3,265 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 2,948 shares; 2026Q1: 2,970 shares; 2026Q2: 3,055 shares 3,055 $266K 0.12% +85 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $260K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $259K 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 loaded; 2024Q4: 589 shares; 2025Q1: 590 shares; 2025Q2: 591 shares; 2025Q3: 592 shares; 2025Q4: 604 shares; 2026Q1: 599 shares; 2026Q2: 627 shares 627 $255K 0.12% +28 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 758 shares; 2025Q1: 760 shares; 2025Q2: 762 shares; 2025Q3: 763 shares; 2025Q4: 765 shares; 2026Q1: 767 shares; 2026Q2: 785 shares 785 $247K 0.11% +18 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 28,257 shares; 2026Q1: 28,257 shares; 2026Q2: 28,257 shares 28,257 $241K 0.11% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $237K 0.11% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,988 shares; 2026Q2: 8,009 shares 8,009 $236K 0.11% +21 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,664 shares; 2026Q2: 7,655 shares 7,655 $235K 0.11% -9 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: not loaded; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,055 shares 1,055 $233K 0.11% -4 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 500 shares; 2025Q3: 501 shares; 2025Q4: 502 shares; 2026Q1: 516 shares; 2026Q2: 504 shares 504 $231K 0.11% -12 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,400 shares; 2025Q4: 19,085 shares; 2026Q1: 19,085 shares; 2026Q2: 19,085 shares 19,085 $228K 0.1% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,629 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $223K 0.1% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares; 2026Q2: 3,888 shares 3,888 $211K 0.1% +13 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: not loaded; 2024Q4: not reported; 2025Q1: 3,477 shares; 2025Q2: 3,484 shares; 2025Q3: 3,511 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,823 shares 2,823 $203K 0.09% new Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 24,575 shares; 2026Q1: 24,575 shares; 2026Q2: 32,575 shares 32,575 $183K 0.08% +8,000 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,300 shares 12,300 $88.2K 0.04% new Timeline GRML GREENLAND MINES LTD More: the full row for GREENLAND MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,000 shares 26,000 $6.76K <0.01% new Timeline