AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,244 shares; 2024Q4: 253,800 shares; 2025Q1: 205,089 shares; 2025Q2: 114,689 shares; 2025Q3: 168,032 shares; 2025Q4: 160,466 shares; 2026Q1: 153,051 shares; 2026Q2: 156,029 shares 156,029 $45.1M 4.21% +2,978 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: 178,833 shares; 2024Q4: 210,857 shares; 2025Q1: 218,318 shares; 2025Q2: 221,407 shares; 2025Q3: 173,942 shares; 2025Q4: 178,916 shares; 2026Q1: 179,236 shares; 2026Q2: 168,407 shares 168,407 $40.1M 3.75% -10,829 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: 195,889 shares; 2024Q4: 197,396 shares; 2025Q1: 204,619 shares; 2025Q2: 544,415 shares; 2025Q3: 385,234 shares; 2025Q4: 292,349 shares; 2026Q1: 246,102 shares; 2026Q2: 405,781 shares 405,781 $37.2M 3.47% +159,679 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: 211,546 shares; 2024Q4: 205,133 shares; 2025Q1: 251,002 shares; 2025Q2: 223,165 shares; 2025Q3: 174,303 shares; 2025Q4: 178,981 shares; 2026Q1: 171,072 shares; 2026Q2: 167,945 shares 167,945 $33.6M 3.14% -3,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545,485 shares; 2026Q1: 544,530 shares; 2026Q2: 569,657 shares 569,657 $28.1M 2.62% +25,127 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800,456 shares; 2026Q2: 825,676 shares 825,676 $26M 2.42% +25,220 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: 112,298 shares; 2024Q4: 115,321 shares; 2025Q1: 52,172 shares; 2025Q2: 37,372 shares; 2025Q3: 80,831 shares; 2025Q4: 74,931 shares; 2026Q1: 68,401 shares; 2026Q2: 68,458 shares 68,458 $24.5M 2.28% +57 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: 37,553 shares; 2024Q4: 41,691 shares; 2025Q1: 54,543 shares; 2025Q2: 47,390 shares; 2025Q3: 108,389 shares; 2025Q4: 79,919 shares; 2026Q1: 87,931 shares; 2026Q2: 41,602 shares 41,602 $24.2M 2.26% -46,329 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 74,902 shares; 2026Q2: 84,616 shares 84,616 $24M 2.24% +9,714 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: 359,306 shares; 2026Q2: 403,005 shares 403,005 $23.7M 2.22% +43,699 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: 74,451 shares; 2024Q4: 75,644 shares; 2025Q1: 40,394 shares; 2025Q2: 67,893 shares; 2025Q3: 56,566 shares; 2025Q4: 59,385 shares; 2026Q1: 63,616 shares; 2026Q2: 62,278 shares 62,278 $23.2M 2.17% -1,338 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,964 shares; 2025Q2: 53,906 shares; 2025Q3: 120,908 shares; 2025Q4: 121,112 shares; 2026Q1: 212,418 shares; 2026Q2: 218,819 shares 218,819 $21.9M 2.05% +6,401 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 457,093 shares; 2026Q2: 498,555 shares 498,555 $20.8M 1.94% +41,462 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: 4,644 shares; 2024Q4: 3,270 shares; 2025Q1: 973 shares; 2025Q2: 3,103 shares; 2025Q3: 12,384 shares; 2025Q4: 11,751 shares; 2026Q1: 8,605 shares; 2026Q2: 68,668 shares 68,668 $20.7M 1.93% +60,063 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: 32,241 shares; 2024Q4: 60,350 shares; 2025Q1: 82,986 shares; 2025Q2: 24,045 shares; 2025Q3: 48,423 shares; 2025Q4: 47,975 shares; 2026Q1: 41,355 shares; 2026Q2: 46,810 shares 46,810 $19.7M 1.84% +5,455 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: 27,841 shares; 2024Q4: 28,275 shares; 2025Q1: 31,678 shares; 2025Q2: 34,437 shares; 2025Q3: 25,313 shares; 2025Q4: 34,315 shares; 2026Q1: 32,289 shares; 2026Q2: 34,451 shares 34,451 $19.4M 1.81% +2,162 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,810 shares; 2025Q2: 39,959 shares; 2025Q3: 25,782 shares; 2025Q4: 27,069 shares; 2026Q1: 18,775 shares; 2026Q2: 15,885 shares 15,885 $18.7M 1.74% -2,890 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: 214,169 shares; 2025Q1: 250,625 shares; 2025Q2: 72,926 shares; 2025Q3: 131,539 shares; 2025Q4: 135,367 shares; 2026Q1: 117,049 shares; 2026Q2: 104,317 shares 104,317 $17.7M 1.65% -12,732 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: 9,370 shares; 2025Q1: 11,614 shares; 2025Q2: 54,605 shares; 2025Q3: 39,286 shares; 2025Q4: 37,553 shares; 2026Q1: 26,660 shares; 2026Q2: 23,195 shares 23,195 $16.7M 1.56% -3,465 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: 64,856 shares; 2024Q4: 67,110 shares; 2025Q1: 77,339 shares; 2025Q2: 77,311 shares; 2025Q3: 53,283 shares; 2025Q4: 55,267 shares; 2026Q1: 51,279 shares; 2026Q2: 49,574 shares 49,574 $16.2M 1.51% -1,705 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: 40,346 shares; 2024Q4: 13,868 shares; 2025Q1: 11,823 shares; 2025Q2: 7,781 shares; 2025Q3: 30,858 shares; 2025Q4: 24,828 shares; 2026Q1: 17,149 shares; 2026Q2: 14,865 shares 14,865 $15.8M 1.48% -2,284 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: 2,174 shares; 2024Q4: 1,654 shares; 2025Q1: 637 shares; 2025Q2: 571 shares; 2025Q3: 457 shares; 2025Q4: 1,918 shares; 2026Q1: 31,614 shares; 2026Q2: 154,649 shares 154,649 $15.4M 1.43% +123,035 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: 12,641 shares; 2024Q4: 7,860 shares; 2025Q1: 10,352 shares; 2025Q2: 7,141 shares; 2025Q3: 41,495 shares; 2025Q4: 45,104 shares; 2026Q1: 42,397 shares; 2026Q2: 38,303 shares 38,303 $14.5M 1.35% -4,094 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: 18,671 shares; 2024Q4: 20,530 shares; 2025Q1: 16,839 shares; 2025Q2: 19,447 shares; 2025Q3: 16,881 shares; 2025Q4: 17,266 shares; 2026Q1: 14,981 shares; 2026Q2: 15,162 shares 15,162 $14.2M 1.32% +181 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,658 shares; 2025Q3: 42,955 shares; 2025Q4: 43,633 shares; 2026Q1: 35,028 shares; 2026Q2: 37,515 shares 37,515 $14M 1.31% +2,487 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 5,179 shares; 2025Q2: 28,065 shares; 2025Q3: 16,641 shares; 2025Q4: 16,959 shares; 2026Q1: 14,260 shares; 2026Q2: 13,531 shares 13,531 $13.7M 1.28% -729 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,505 shares; 2026Q1: 18,436 shares; 2026Q2: 21,459 shares 21,459 $13.6M 1.27% +3,023 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: 18,732 shares; 2024Q4: 18,115 shares; 2025Q1: 16,558 shares; 2025Q2: 16,890 shares; 2025Q3: 13,240 shares; 2025Q4: 145,784 shares; 2026Q1: 179,546 shares; 2026Q2: 187,000 shares 187,000 $13.4M 1.25% +7,454 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,690 shares; 2026Q1: 48,691 shares; 2026Q2: 53,860 shares 53,860 $13.3M 1.24% +5,169 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: 17,731 shares; 2024Q4: 18,213 shares; 2025Q1: 13,928 shares; 2025Q2: 14,417 shares; 2025Q3: 45,115 shares; 2025Q4: 39,581 shares; 2026Q1: 36,820 shares; 2026Q2: 38,660 shares 38,660 $13.1M 1.22% +1,840 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: 598 shares; 2024Q4: 639 shares; 2025Q1: 571 shares; 2025Q2: 4,509 shares; 2025Q3: 5,889 shares; 2025Q4: 12,137 shares; 2026Q1: 1,602 shares; 2026Q2: 31,314 shares 31,314 $13M 1.21% +29,712 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: 4,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,418 shares; 2025Q3: 188,100 shares; 2025Q4: 180,195 shares; 2026Q1: 133,027 shares; 2026Q2: 133,476 shares 133,476 $12.8M 1.2% +449 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: 1,264 shares; 2024Q4: 871 shares; 2025Q1: 334 shares; 2025Q2: 351 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,662 shares 10,662 $12.8M 1.19% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,795 shares; 2026Q2: 28,709 shares 28,709 $12.6M 1.17% +13,914 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,184 shares; 2025Q1: 10,400 shares; 2025Q2: 6,621 shares; 2025Q3: 32,879 shares; 2025Q4: 35,991 shares; 2026Q1: 30,944 shares; 2026Q2: 29,220 shares 29,220 $12.5M 1.16% -1,724 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,756 shares; 2026Q2: 51,926 shares 51,926 $12.4M 1.15% +6,170 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: not reported; 2024Q4: 4,559 shares; 2025Q1: 4,559 shares; 2025Q2: 4,559 shares; 2025Q3: 2,369 shares; 2025Q4: 77,752 shares; 2026Q1: 86,092 shares; 2026Q2: 105,665 shares 105,665 $12.4M 1.15% +19,573 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: not reported; 2024Q4: 3,335 shares; 2025Q1: 30,356 shares; 2025Q2: 28,332 shares; 2025Q3: 86,636 shares; 2025Q4: 89,195 shares; 2026Q1: 97,906 shares; 2026Q2: 106,001 shares 106,001 $12.4M 1.15% +8,095 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,268 shares; 2026Q2: 44,059 shares 44,059 $12M 1.12% +3,791 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: not reported; 2024Q4: 36,984 shares; 2025Q1: 37,929 shares; 2025Q2: 24,838 shares; 2025Q3: 118,621 shares; 2025Q4: 118,936 shares; 2026Q1: 96,287 shares; 2026Q2: 82,715 shares 82,715 $12M 1.12% -13,572 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: 2,020 shares; 2024Q4: 2,082 shares; 2025Q1: 2,395 shares; 2025Q2: 2,559 shares; 2025Q3: 2,728 shares; 2025Q4: 2,378 shares; 2026Q1: 2,378 shares; 2026Q2: 65,695 shares 65,695 $11.9M 1.11% +63,317 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,449 shares; 2024Q4: 3,057 shares; 2025Q1: 2,223 shares; 2025Q2: 2,107 shares; 2025Q3: 1,796 shares; 2025Q4: 84,548 shares; 2026Q1: 71,973 shares; 2026Q2: 78,373 shares 78,373 $11.9M 1.11% +6,400 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,363 shares; 2025Q4: 78,855 shares; 2026Q1: 74,907 shares; 2026Q2: 74,016 shares 74,016 $11.7M 1.1% -891 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,541 shares; 2026Q2: 39,681 shares 39,681 $11.6M 1.09% +1,140 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: 13,131 shares; 2024Q4: 13,532 shares; 2025Q1: 13,038 shares; 2025Q2: 7,820 shares; 2025Q3: 35,104 shares; 2025Q4: 39,944 shares; 2026Q1: 38,419 shares; 2026Q2: 30,857 shares 30,857 $11.6M 1.08% -7,562 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: 123,115 shares; 2026Q2: 126,201 shares 126,201 $11M 1.02% +3,086 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 190,100 shares 190,100 $10.6M 0.99% new 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: 103,243 shares; 2024Q4: 91,199 shares; 2025Q1: 30,834 shares; 2025Q2: 28,460 shares; 2025Q3: 59,144 shares; 2025Q4: 17,858 shares; 2026Q1: 16,479 shares; 2026Q2: 70,863 shares 70,863 $10.4M 0.97% +54,384 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: 71,857 shares; 2024Q4: 71,757 shares; 2025Q1: 71,135 shares; 2025Q2: 71,732 shares; 2025Q3: 73,177 shares; 2025Q4: 72,634 shares; 2026Q1: 76,045 shares; 2026Q2: 75,770 shares 75,770 $10.4M 0.97% -275 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,370 shares 93,370 $10.1M 0.94% new 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: 331,577 shares; 2025Q1: 325,800 shares; 2025Q2: 333,448 shares; 2025Q3: 414,077 shares; 2025Q4: 400,667 shares; 2026Q1: 309,230 shares; 2026Q2: 308,866 shares 308,866 $8.54M 0.8% -364 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: 88,212 shares; 2025Q3: 103,098 shares; 2025Q4: 178,663 shares; 2026Q1: 148,370 shares; 2026Q2: 156,863 shares 156,863 $8.33M 0.78% +8,493 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: 8,262 shares; 2024Q4: 8,256 shares; 2025Q1: 7,111 shares; 2025Q2: 6,687 shares; 2025Q3: 6,957 shares; 2025Q4: 7,620 shares; 2026Q1: 23,132 shares; 2026Q2: 23,900 shares 23,900 $8.2M 0.77% +768 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,839 shares; 2025Q1: 14,836 shares; 2025Q2: 18,640 shares; 2025Q3: 19,797 shares; 2025Q4: 18,929 shares; 2026Q1: 18,140 shares; 2026Q2: 17,125 shares 17,125 $8.18M 0.76% -1,015 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: 46,982 shares 46,982 $8.03M 0.75% new 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: 32,450 shares; 2025Q3: 41,417 shares; 2025Q4: 167,677 shares; 2026Q1: 131,273 shares; 2026Q2: 130,088 shares 130,088 $7.39M 0.69% -1,185 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,849 shares; 2025Q1: 15,089 shares; 2025Q2: 14,921 shares; 2025Q3: 14,974 shares; 2025Q4: 4,494 shares; 2026Q1: 3,658 shares; 2026Q2: 5,506 shares 5,506 $6.36M 0.59% +1,848 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: 15,704 shares; 2024Q4: 16,746 shares; 2025Q1: 18,868 shares; 2025Q2: 17,469 shares; 2025Q3: 17,760 shares; 2025Q4: 15,526 shares; 2026Q1: 15,757 shares; 2026Q2: 15,612 shares 15,612 $5.52M 0.51% -145 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: 22,987 shares; 2024Q4: 23,029 shares; 2025Q1: 23,024 shares; 2025Q2: 23,178 shares; 2025Q3: 23,136 shares; 2025Q4: 23,046 shares; 2026Q1: 23,150 shares; 2026Q2: 18,445 shares 18,445 $4.8M 0.45% -4,705 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: 131,523 shares; 2024Q4: 142,000 shares; 2025Q1: 151,954 shares; 2025Q2: 12,114 shares; 2025Q3: 4,704 shares; 2025Q4: 12,954 shares; 2026Q1: 24,055 shares; 2026Q2: 25,782 shares 25,782 $4.78M 0.45% +1,727 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,250 shares; 2025Q2: 101,251 shares; 2025Q3: 73,772 shares; 2025Q4: 460,120 shares; 2026Q1: 212,789 shares; 2026Q2: 249,482 shares 249,482 $4.47M 0.42% +36,693 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829,178 shares; 2025Q3: 73,221 shares; 2025Q4: 78,607 shares; 2026Q1: 82,007 shares; 2026Q2: 86,505 shares 86,505 $4.37M 0.41% +4,498 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: 587,983 shares; 2024Q4: 627,187 shares; 2025Q1: 753,687 shares; 2025Q2: 907,939 shares; 2025Q3: 490,348 shares; 2025Q4: 98,714 shares; 2026Q1: 68,979 shares; 2026Q2: 69,767 shares 69,767 $3.94M 0.37% +788 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: 65,412 shares; 2024Q4: 47,044 shares; 2025Q1: 39,322 shares; 2025Q2: 38,289 shares; 2025Q3: 85,681 shares; 2025Q4: 95,309 shares; 2026Q1: 94,760 shares; 2026Q2: 94,389 shares 94,389 $3.47M 0.32% -371 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: 386,280 shares; 2024Q4: 438,163 shares; 2025Q1: 74,463 shares; 2025Q2: 51,676 shares; 2025Q3: 59,429 shares; 2025Q4: 65,919 shares; 2026Q1: 78,021 shares; 2026Q2: 64,311 shares 64,311 $3.45M 0.32% -13,710 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,760 shares; 2024Q4: 714,381 shares; 2025Q1: 857,754 shares; 2025Q2: 1,012,822 shares; 2025Q3: 1,281,740 shares; 2025Q4: 379,828 shares; 2026Q1: 859,920 shares; 2026Q2: 893,395 shares 893,395 $3.44M 0.32% +33,475 Timeline MLPX 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: 12,132 shares; 2024Q4: 31,465 shares; 2025Q1: 269,188 shares; 2025Q2: 35,413 shares; 2025Q3: 36,252 shares; 2025Q4: 40,848 shares; 2026Q1: 44,212 shares; 2026Q2: 45,538 shares 45,538 $3.35M 0.31% +1,326 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,259 shares; 2025Q1: 9,280 shares; 2025Q2: 7,485 shares; 2025Q3: 7,412 shares; 2025Q4: 3,318 shares; 2026Q1: 2,664 shares; 2026Q2: 4,564 shares 4,564 $3.3M 0.31% +1,900 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: not reported; 2024Q4: not reported; 2025Q1: 5,556 shares; 2025Q2: 6,267 shares; 2025Q3: 10,186 shares; 2025Q4: 12,326 shares; 2026Q1: 13,756 shares; 2026Q2: 15,998 shares 15,998 $3.28M 0.31% +2,242 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568,102 shares; 2025Q3: 668,021 shares; 2025Q4: 651,817 shares; 2026Q1: 82,482 shares; 2026Q2: 81,325 shares 81,325 $3.26M 0.3% -1,157 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,815 shares 10,815 $2.94M 0.27% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,038 shares; 2024Q4: 49,190 shares; 2025Q1: 47,734 shares; 2025Q2: 48,843 shares; 2025Q3: 48,963 shares; 2025Q4: 51,814 shares; 2026Q1: 53,919 shares; 2026Q2: 56,372 shares 56,372 $2.74M 0.26% +2,453 Timeline SFY 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: 26,475 shares; 2025Q1: 25,000 shares; 2025Q2: 24,526 shares; 2025Q3: 22,169 shares; 2025Q4: 20,077 shares; 2026Q1: 18,645 shares; 2026Q2: 18,072 shares 18,072 $2.69M 0.25% -573 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: 7,942 shares; 2024Q4: 6,589 shares; 2025Q1: 39,718 shares; 2025Q2: 7,262 shares; 2025Q3: 6,924 shares; 2025Q4: 6,450 shares; 2026Q1: 5,498 shares; 2026Q2: 5,370 shares 5,370 $2.69M 0.25% -128 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: 56,431 shares; 2024Q4: 20,104 shares; 2025Q1: 12,279 shares; 2025Q2: 10,995 shares; 2025Q3: 34,498 shares; 2025Q4: 32,119 shares; 2026Q1: 30,036 shares; 2026Q2: 3,449 shares 3,449 $2.63M 0.25% -26,587 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: 30,753 shares; 2024Q4: 30,623 shares; 2025Q1: 29,510 shares; 2025Q2: 28,514 shares; 2025Q3: 27,476 shares; 2025Q4: 27,105 shares; 2026Q1: 26,310 shares; 2026Q2: 26,172 shares 26,172 $2.3M 0.21% -138 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,983 shares; 2024Q4: 64,868 shares; 2025Q1: 34,844 shares; 2025Q2: 33,286 shares; 2025Q3: 20,973 shares; 2025Q4: 14,156 shares; 2026Q1: 12,867 shares; 2026Q2: 12,674 shares 12,674 $2.23M 0.21% -193 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,977 shares; 2024Q4: 140,032 shares; 2025Q1: 214,388 shares; 2025Q2: 33,568 shares; 2025Q3: 36,460 shares; 2025Q4: 22,244 shares; 2026Q1: 29,204 shares; 2026Q2: 30,658 shares 30,658 $2.21M 0.21% +1,454 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,208 shares; 2025Q1: 4,790 shares; 2025Q2: 4,801 shares; 2025Q3: 7,378 shares; 2025Q4: 8,689 shares; 2026Q1: 11,019 shares; 2026Q2: 12,912 shares 12,912 $2.02M 0.19% +1,893 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,060 shares; 2024Q4: 58,339 shares; 2025Q1: 103,211 shares; 2025Q2: 70,668 shares; 2025Q3: 66,006 shares; 2025Q4: 60,358 shares; 2026Q1: 62,454 shares; 2026Q2: 63,486 shares 63,486 $2.01M 0.19% +1,032 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,496 shares; 2025Q2: 64,163 shares; 2025Q3: 31,945 shares; 2025Q4: 37,374 shares; 2026Q1: 40,103 shares; 2026Q2: 42,801 shares 42,801 $1.93M 0.18% +2,698 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: 6,041 shares; 2025Q4: 5,881 shares; 2026Q1: 6,341 shares; 2026Q2: 3,959 shares 3,959 $1.91M 0.18% -2,382 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: 3,931 shares; 2024Q4: 3,793 shares; 2025Q1: 3,276 shares; 2025Q2: 3,170 shares; 2025Q3: 2,895 shares; 2025Q4: 2,746 shares; 2026Q1: 2,690 shares; 2026Q2: 2,701 shares 2,701 $1.86M 0.17% +11 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,253 shares; 2025Q4: 16,466 shares; 2026Q1: 16,611 shares; 2026Q2: 17,257 shares 17,257 $1.84M 0.17% +646 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 108,676 shares; 2026Q1: 155,611 shares; 2026Q2: 165,047 shares 165,047 $1.79M 0.17% +9,436 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: 10,186 shares; 2025Q4: not reported; 2026Q1: 96,921 shares; 2026Q2: 134,246 shares 134,246 $1.79M 0.17% +37,325 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: 6,353 shares; 2025Q4: 8,928 shares; 2026Q1: 9,761 shares; 2026Q2: 6,310 shares 6,310 $1.74M 0.16% -3,451 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 40,029 shares; 2026Q2: 41,436 shares 41,436 $1.74M 0.16% +1,407 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: 2,262 shares; 2024Q4: 2,411 shares; 2025Q1: 8,392 shares; 2025Q2: 6,868 shares; 2025Q3: 37,733 shares; 2025Q4: 4,644 shares; 2026Q1: 15,578 shares; 2026Q2: 19,515 shares 19,515 $1.7M 0.16% +3,937 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,384 shares; 2025Q1: 13,869 shares; 2025Q2: 15,582 shares; 2025Q3: 16,353 shares; 2025Q4: 19,465 shares; 2026Q1: 20,953 shares; 2026Q2: 21,962 shares 21,962 $1.66M 0.16% +1,009 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,970 shares; 2026Q2: 2,960 shares 2,960 $1.51M 0.14% -11,010 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 946 shares; 2025Q1: 2,168 shares; 2025Q2: 2,154 shares; 2025Q3: 2,418 shares; 2025Q4: 2,111 shares; 2026Q1: 1,998 shares; 2026Q2: 2,004 shares 2,004 $1.48M 0.14% +6 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: 65,062 shares; 2024Q4: 73,438 shares; 2025Q1: 558,428 shares; 2025Q2: 451,024 shares; 2025Q3: 54,486 shares; 2025Q4: 25,358 shares; 2026Q1: 21,959 shares; 2026Q2: 22,470 shares 22,470 $1.38M 0.13% +511 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: 459 shares; 2024Q4: 482 shares; 2025Q1: 454 shares; 2025Q2: 431 shares; 2025Q3: 451 shares; 2025Q4: 540 shares; 2026Q1: 481 shares; 2026Q2: 732 shares 732 $1.24M 0.12% +251 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: 1,439 shares; 2024Q4: 1,493 shares; 2025Q1: 1,521 shares; 2025Q2: 1,471 shares; 2025Q3: 1,374 shares; 2025Q4: 1,599 shares; 2026Q1: 2,545 shares; 2026Q2: 1,613 shares 1,613 $1.21M 0.11% -932 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: 3,264 shares; 2024Q4: 3,054 shares; 2025Q1: 2,990 shares; 2025Q2: 3,210 shares; 2025Q3: 3,242 shares; 2025Q4: 5,535 shares; 2026Q1: 63,982 shares; 2026Q2: 6,942 shares 6,942 $1.15M 0.11% -57,040 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,085 shares 11,085 $1.1M 0.1% new 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: 16,511 shares; 2024Q4: 11,085 shares; 2025Q1: 10,137 shares; 2025Q2: 9,620 shares; 2025Q3: 8,629 shares; 2025Q4: 8,117 shares; 2026Q1: 7,988 shares; 2026Q2: 39,336 shares 39,336 $1.08M 0.1% +31,348 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,988 shares; 2026Q2: 21,894 shares 21,894 $1M 0.09% +4,906 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: 21,591 shares; 2024Q4: 37,122 shares; 2025Q1: 17,404 shares; 2025Q2: 16,990 shares; 2025Q3: 15,873 shares; 2025Q4: 13,705 shares; 2026Q1: 14,594 shares; 2026Q2: 15,857 shares 15,857 $983K 0.09% +1,263 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,005 shares; 2026Q2: 31,304 shares 31,304 $875K 0.08% -701 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,618 shares; 2025Q1: 18,465 shares; 2025Q2: 19,738 shares; 2025Q3: 18,858 shares; 2025Q4: 17,938 shares; 2026Q1: 17,884 shares; 2026Q2: 18,012 shares 18,012 $859K 0.08% +128 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: 14,451 shares; 2024Q4: 29,211 shares; 2025Q1: 21,019 shares; 2025Q2: 21,161 shares; 2025Q3: 74,809 shares; 2025Q4: 67,338 shares; 2026Q1: 13,574 shares; 2026Q2: 2,194 shares 2,194 $748K 0.07% -11,380 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: 21,992 shares; 2024Q4: 19,243 shares; 2025Q1: 21,906 shares; 2025Q2: 22,138 shares; 2025Q3: 21,989 shares; 2025Q4: 19,021 shares; 2026Q1: 24,777 shares; 2026Q2: 26,765 shares 26,765 $711K 0.07% +1,988 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,043 shares; 2025Q1: 2,133 shares; 2025Q2: 415 shares; 2025Q3: 412 shares; 2025Q4: 366 shares; 2026Q1: 359 shares; 2026Q2: 357 shares 357 $710K 0.07% -2 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: 6,810 shares; 2024Q4: 3,107 shares; 2025Q1: 3,050 shares; 2025Q2: 3,055 shares; 2025Q3: 2,552 shares; 2025Q4: 2,164 shares; 2026Q1: 2,241 shares; 2026Q2: 2,346 shares 2,346 $660K 0.06% +105 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: 7,942 shares; 2024Q4: 6,875 shares; 2025Q1: 6,108 shares; 2025Q2: 6,902 shares; 2025Q3: 8,170 shares; 2025Q4: 7,916 shares; 2026Q1: 5,976 shares; 2026Q2: 5,708 shares 5,708 $647K 0.06% -268 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: 2,257 shares; 2024Q4: 1,715 shares; 2025Q1: 1,665 shares; 2025Q2: 1,709 shares; 2025Q3: 1,687 shares; 2025Q4: 1,699 shares; 2026Q1: 1,700 shares; 2026Q2: 1,702 shares 1,702 $584K 0.05% +2 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: 489 shares; 2024Q4: 498 shares; 2025Q1: 489 shares; 2025Q2: 694 shares; 2025Q3: 679 shares; 2025Q4: 669 shares; 2026Q1: 666 shares; 2026Q2: 751 shares 751 $561K 0.05% +85 Timeline CACI CACI INTL INC More: the full row for CACI 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: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $557K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,272 shares 1,272 $549K 0.05% new 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: 10,590 shares; 2025Q3: 25,390 shares; 2025Q4: 11,635 shares; 2026Q1: 5,352 shares; 2026Q2: 5,352 shares 5,352 $544K 0.05% 0 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: 10,262 shares; 2024Q4: 10,401 shares; 2025Q1: 10,069 shares; 2025Q2: 9,341 shares; 2025Q3: 8,697 shares; 2025Q4: 7,652 shares; 2026Q1: 7,543 shares; 2026Q2: 7,518 shares 7,518 $541K 0.05% -25 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: 672 shares; 2024Q4: 678 shares; 2025Q1: 650 shares; 2025Q2: 940 shares; 2025Q3: 1,243 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 1,523 shares 1,523 $537K 0.05% +597 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,689 shares; 2025Q1: 10,984 shares; 2025Q2: 9,983 shares; 2025Q3: 9,969 shares; 2025Q4: 8,992 shares; 2026Q1: 9,635 shares; 2026Q2: 9,262 shares 9,262 $537K 0.05% -373 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 6,315 shares 6,315 $528K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 67,444 shares; 2025Q2: 50,331 shares; 2025Q3: 1,196 shares; 2025Q4: 916 shares; 2026Q1: 1,299 shares; 2026Q2: 1,427 shares 1,427 $526K 0.05% +128 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: 41,198 shares; 2024Q4: 46,012 shares; 2025Q1: 19,115 shares; 2025Q2: 18,782 shares; 2025Q3: 17,349 shares; 2025Q4: 12,551 shares; 2026Q1: 12,421 shares; 2026Q2: 12,247 shares 12,247 $519K 0.05% -174 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,224 shares; 2024Q4: 12,227 shares; 2025Q1: 4,902 shares; 2025Q2: 4,850 shares; 2025Q3: 4,847 shares; 2025Q4: 9,323 shares; 2026Q1: 10,329 shares; 2026Q2: 11,402 shares 11,402 $517K 0.05% +1,073 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: 2,466 shares; 2024Q4: 2,473 shares; 2025Q1: 53,439 shares; 2025Q2: 3,208 shares; 2025Q3: 2,542 shares; 2025Q4: 1,963 shares; 2026Q1: 1,972 shares; 2026Q2: 2,009 shares 2,009 $505K 0.05% +37 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 7,038 shares; 2025Q1: 7,581 shares; 2025Q2: 7,448 shares; 2025Q3: 7,352 shares; 2025Q4: 6,949 shares; 2026Q1: 7,211 shares; 2026Q2: 6,931 shares 6,931 $496K 0.05% -280 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 3,719 shares; 2025Q1: 2,457 shares; 2025Q2: 2,219 shares; 2025Q3: 1,952 shares; 2025Q4: 2,925 shares; 2026Q1: 2,922 shares; 2026Q2: 2,926 shares 2,926 $495K 0.05% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,284 shares; 2025Q2: 3,799 shares; 2025Q3: 3,692 shares; 2025Q4: 3,478 shares; 2026Q1: 3,243 shares; 2026Q2: 3,113 shares 3,113 $492K 0.05% -130 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: 105,052 shares; 2024Q4: 119,514 shares; 2025Q1: 6,992 shares; 2025Q2: 5,946 shares; 2025Q3: 3,684 shares; 2025Q4: 3,425 shares; 2026Q1: 3,297 shares; 2026Q2: 3,164 shares 3,164 $469K 0.04% -133 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: 22,243 shares; 2024Q4: 21,983 shares; 2025Q1: 22,163 shares; 2025Q2: 21,839 shares; 2025Q3: 22,069 shares; 2025Q4: 21,987 shares; 2026Q1: 23,150 shares; 2026Q2: 22,558 shares 22,558 $467K 0.04% -592 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: 7,320 shares; 2024Q4: 6,965 shares; 2025Q1: 4,912 shares; 2025Q2: 4,835 shares; 2025Q3: 4,109 shares; 2025Q4: 4,064 shares; 2026Q1: 3,942 shares; 2026Q2: 3,909 shares 3,909 $465K 0.04% -33 Timeline JQUA 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: 9,331 shares; 2024Q4: 6,350 shares; 2025Q1: 6,173 shares; 2025Q2: 6,191 shares; 2025Q3: 6,208 shares; 2025Q4: 6,232 shares; 2026Q1: 6,250 shares; 2026Q2: 6,267 shares 6,267 $453K 0.04% +17 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 4,494 shares; 2025Q1: 4,464 shares; 2025Q2: 4,476 shares; 2025Q3: 4,469 shares; 2025Q4: 4,453 shares; 2026Q1: 3,580 shares; 2026Q2: 3,582 shares 3,582 $453K 0.04% +2 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: 4,739 shares; 2024Q4: 4,609 shares; 2025Q1: 4,366 shares; 2025Q2: 4,187 shares; 2025Q3: 4,427 shares; 2025Q4: 8,022 shares; 2026Q1: 10,146 shares; 2026Q2: 8,490 shares 8,490 $451K 0.04% -1,656 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,967 shares; 2024Q4: 403,693 shares; 2025Q1: 467,664 shares; 2025Q2: 75,582 shares; 2025Q3: 14,257 shares; 2025Q4: 10,948 shares; 2026Q1: 8,701 shares; 2026Q2: 7,231 shares 7,231 $450K 0.04% -1,470 Timeline VXF 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,805 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $443K 0.04% 0 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: 29,568 shares; 2024Q4: 22,178 shares; 2025Q1: 22,075 shares; 2025Q2: 20,235 shares; 2025Q3: 18,212 shares; 2025Q4: 13,884 shares; 2026Q1: 13,675 shares; 2026Q2: 13,677 shares 13,677 $437K 0.04% +2 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: 4,146 shares; 2024Q4: 4,149 shares; 2025Q1: 4,943 shares; 2025Q2: 4,943 shares; 2025Q3: 5,453 shares; 2025Q4: 5,567 shares; 2026Q1: 5,633 shares; 2026Q2: 5,495 shares 5,495 $415K 0.04% -138 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: 34,828 shares; 2024Q4: 38,093 shares; 2025Q1: 35,135 shares; 2025Q2: 35,598 shares; 2025Q3: 4,981 shares; 2025Q4: 1,536 shares; 2026Q1: 1,131 shares; 2026Q2: 1,024 shares 1,024 $407K 0.04% -107 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,851 shares; 2025Q1: 1,848 shares; 2025Q2: 1,897 shares; 2025Q3: 1,799 shares; 2025Q4: 1,802 shares; 2026Q1: 1,758 shares; 2026Q2: 1,719 shares 1,719 $407K 0.04% -39 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,912 shares; 2025Q2: 12,101 shares; 2025Q3: 10,234 shares; 2025Q4: 10,908 shares; 2026Q1: 11,104 shares; 2026Q2: 11,837 shares 11,837 $401K 0.04% +733 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 1,442 shares; 2026Q1: 1,509 shares; 2026Q2: 1,568 shares 1,568 $398K 0.04% +59 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: 9,599 shares; 2024Q4: 9,147 shares; 2025Q1: 8,630 shares; 2025Q2: 9,415 shares; 2025Q3: 10,234 shares; 2025Q4: 8,298 shares; 2026Q1: 7,863 shares; 2026Q2: 7,669 shares 7,669 $398K 0.04% -194 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,877 shares; 2024Q4: 7,370 shares; 2025Q1: 7,476 shares; 2025Q2: 7,797 shares; 2025Q3: 7,095 shares; 2025Q4: 6,265 shares; 2026Q1: 6,020 shares; 2026Q2: 6,986 shares 6,986 $379K 0.04% +966 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,790 shares; 2025Q1: 3,785 shares; 2025Q2: 3,780 shares; 2025Q3: 73,416 shares; 2025Q4: 2,726 shares; 2026Q1: 2,051 shares; 2026Q2: 2,041 shares 2,041 $374K 0.03% -10 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,144 shares; 2025Q4: 86,166 shares; 2026Q1: 1,373 shares; 2026Q2: 855 shares 855 $370K 0.03% -518 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: 44,005 shares; 2024Q4: 34,079 shares; 2025Q1: 2,152 shares; 2025Q2: 1,821 shares; 2025Q3: 1,171 shares; 2025Q4: 981 shares; 2026Q1: 9,835 shares; 2026Q2: 1,000 shares 1,000 $362K 0.03% -8,835 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: 922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 787 shares; 2025Q4: 643 shares; 2026Q1: 1,070 shares; 2026Q2: 979 shares 979 $362K 0.03% -91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 2,144 shares; 2025Q4: 64,248 shares; 2026Q1: 6,751 shares; 2026Q2: 1,355 shares 1,355 $332K 0.03% -5,396 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: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 762 shares 762 $324K 0.03% -50 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: 10,672 shares; 2024Q4: 7,920 shares; 2025Q1: 6,657 shares; 2025Q2: 5,418 shares; 2025Q3: 18,045 shares; 2025Q4: 25,352 shares; 2026Q1: 844 shares; 2026Q2: 575 shares 575 $322K 0.03% -269 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: 6,160 shares; 2024Q4: 6,179 shares; 2025Q1: 6,196 shares; 2025Q2: 6,215 shares; 2025Q3: 6,235 shares; 2025Q4: 6,254 shares; 2026Q1: 6,274 shares; 2026Q2: 6,294 shares 6,294 $319K 0.03% +20 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,683 shares 2,683 $315K 0.03% new 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: 65,557 shares; 2024Q4: 26,558 shares; 2025Q1: 23,806 shares; 2025Q2: 22,676 shares; 2025Q3: 20,516 shares; 2025Q4: 18,623 shares; 2026Q1: 16,982 shares; 2026Q2: 16,460 shares 16,460 $315K 0.03% -522 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,708 shares; 2025Q1: 1,754 shares; 2025Q2: 2,109 shares; 2025Q3: 1,557 shares; 2025Q4: 1,435 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $309K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 478 shares; 2025Q3: 651 shares; 2025Q4: 525 shares; 2026Q1: 603 shares; 2026Q2: 575 shares 575 $293K 0.03% -28 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: not reported; 2025Q1: 2,791 shares; 2025Q2: 1,373 shares; 2025Q3: 1,792 shares; 2025Q4: 1,836 shares; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $283K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,941 shares; 2024Q4: 25,646 shares; 2025Q1: 44,462 shares; 2025Q2: 30,118 shares; 2025Q3: 107,875 shares; 2025Q4: 113,999 shares; 2026Q1: 25,765 shares; 2026Q2: 1,874 shares 1,874 $268K 0.03% -23,891 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 reported; 2024Q4: not reported; 2025Q1: 18,174 shares; 2025Q2: 18,709 shares; 2025Q3: 25,612 shares; 2025Q4: 13,341 shares; 2026Q1: 2,174 shares; 2026Q2: 1,436 shares 1,436 $265K 0.02% -738 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: 6,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares; 2026Q1: 2,275 shares; 2026Q2: 1,371 shares 1,371 $261K 0.02% -904 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: not reported; 2026Q2: 2,918 shares 2,918 $259K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $258K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,845 shares; 2025Q3: 109,168 shares; 2025Q4: 128,449 shares; 2026Q1: 14,523 shares; 2026Q2: 14,923 shares 14,923 $253K 0.02% +400 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 393 shares 393 $252K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,605 shares; 2026Q1: 3,077 shares; 2026Q2: 2,144 shares 2,144 $251K 0.02% -933 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,161 shares 5,161 $250K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 882 shares; 2026Q1: not reported; 2026Q2: 374 shares 374 $245K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,077 shares; 2024Q4: 4,452 shares; 2025Q1: 31,883 shares; 2025Q2: 18,388 shares; 2025Q3: 29,546 shares; 2025Q4: 98,666 shares; 2026Q1: 100,124 shares; 2026Q2: 5,091 shares 5,091 $244K 0.02% -95,033 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 5,734 shares; 2025Q1: 5,460 shares; 2025Q2: 4,990 shares; 2025Q3: 4,643 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares; 2026Q2: 3,943 shares 3,943 $244K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $232K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 400 shares; 2026Q2: 402 shares 402 $232K 0.02% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares; 2026Q2: 4,311 shares 4,311 $231K 0.02% -70 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $230K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: 9,528 shares; 2025Q2: 12,861 shares; 2025Q3: 16,443 shares; 2025Q4: 13,636 shares; 2026Q1: 2,067 shares; 2026Q2: 1,678 shares 1,678 $227K 0.02% -389 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: 568 shares; 2026Q1: 565 shares; 2026Q2: 2,562 shares 2,562 $225K 0.02% +1,997 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,051 shares; 2026Q1: 2,305 shares; 2026Q2: 2,056 shares 2,056 $220K 0.02% -249 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares; 2026Q2: 3,910 shares 3,910 $220K 0.02% 0 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: 3,104 shares; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $219K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: not reported; 2026Q1: 3,220 shares; 2026Q2: 2,627 shares 2,627 $214K 0.02% -593 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: not reported; 2024Q4: 45,387 shares; 2025Q1: 50,040 shares; 2025Q2: 64,438 shares; 2025Q3: 81,894 shares; 2025Q4: 88,785 shares; 2026Q1: not reported; 2026Q2: 8,809 shares 8,809 $212K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $212K 0.02% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,208 shares; 2026Q1: 1,226 shares; 2026Q2: 1,116 shares 1,116 $212K 0.02% -110 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,913 shares 1,913 $211K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $207K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,239 shares; 2025Q3: 2,509 shares; 2025Q4: 2,404 shares; 2026Q1: 2,223 shares; 2026Q2: 2,223 shares 2,223 $205K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 382 shares; 2026Q1: not reported; 2026Q2: 398 shares 398 $204K 0.02% new Timeline PAAA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,902 shares; 2026Q1: not reported; 2026Q2: 3,902 shares 3,902 $200K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,771 shares; 2024Q4: 21,693 shares; 2025Q1: 20,797 shares; 2025Q2: 20,839 shares; 2025Q3: 18,392 shares; 2025Q4: 10,514 shares; 2026Q1: 10,859 shares; 2026Q2: 11,463 shares 11,463 $125K 0.01% +604 Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,402 shares; 2024Q4: 12,402 shares; 2025Q1: 12,402 shares; 2025Q2: 12,402 shares; 2025Q3: 12,402 shares; 2025Q4: 12,402 shares; 2026Q1: 12,402 shares; 2026Q2: 12,402 shares 12,402 $12.5K <0.01% 0 Timeline