AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,103 shares; 2024Q4: 56,966 shares; 2025Q1: 66,662 shares; 2025Q2: 81,786 shares; 2025Q3: 9,957 shares; 2025Q4: 34,517 shares; 2026Q1: 28,321 shares; 2026Q2: 29,219 shares 29,219 $8.46M 3.08% +898 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: 43,393 shares; 2024Q4: 58,599 shares; 2025Q1: 67,956 shares; 2025Q2: 73,577 shares; 2025Q3: 3,585 shares; 2025Q4: 24,885 shares; 2026Q1: 16,486 shares; 2026Q2: 21,388 shares 21,388 $7.98M 2.9% +4,902 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: 98,460 shares; 2024Q4: 231,520 shares; 2025Q1: 240,160 shares; 2025Q2: 278,431 shares; 2025Q3: 5,927 shares; 2025Q4: 42,752 shares; 2026Q1: 34,409 shares; 2026Q2: 35,346 shares 35,346 $7.07M 2.57% +937 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: 10,443 shares; 2024Q4: 13,085 shares; 2025Q1: 17,209 shares; 2025Q2: 19,071 shares; 2025Q3: 722 shares; 2025Q4: 7,777 shares; 2026Q1: 3,453 shares; 2026Q2: 4,965 shares 4,965 $5.96M 2.17% +1,512 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: 36,600 shares; 2024Q4: 36,783 shares; 2025Q1: 37,095 shares; 2025Q2: 37,095 shares; 2025Q3: 759 shares; 2025Q4: 38,008 shares; 2026Q1: 4,127 shares; 2026Q2: 38,358 shares 38,358 $5.62M 2.04% +34,231 Timeline RDVY 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: 30,301 shares; 2024Q4: 61,301 shares; 2025Q1: 72,169 shares; 2025Q2: 70,574 shares; 2025Q3: 5,600 shares; 2025Q4: 60,732 shares; 2026Q1: 53,255 shares; 2026Q2: 56,748 shares 56,748 $4.6M 1.67% +3,493 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: 8,829 shares; 2024Q4: 9,974 shares; 2025Q1: 11,962 shares; 2025Q2: 12,815 shares; 2025Q3: 1,381 shares; 2025Q4: 7,547 shares; 2026Q1: 6,320 shares; 2026Q2: 7,118 shares 7,118 $3.56M 1.3% +798 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: 1,374 shares; 2024Q4: 1,595 shares; 2025Q1: 2,093 shares; 2025Q2: 2,135 shares; 2025Q3: 5 shares; 2025Q4: 4,759 shares; 2026Q1: 4,528 shares; 2026Q2: 4,691 shares 4,691 $3.51M 1.28% +163 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: 25,884 shares; 2024Q4: 43,953 shares; 2025Q1: 47,338 shares; 2025Q2: 53,176 shares; 2025Q3: 1,676 shares; 2025Q4: 15,752 shares; 2026Q1: 12,582 shares; 2026Q2: 14,549 shares 14,549 $3.47M 1.26% +1,967 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: 19,697 shares; 2024Q4: 26,364 shares; 2025Q1: 33,681 shares; 2025Q2: 45,816 shares; 2025Q3: 2,370 shares; 2025Q4: 11,994 shares; 2026Q1: 8,328 shares; 2026Q2: 9,156 shares 9,156 $3.46M 1.26% +828 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 1,018 shares; 2025Q1: 5,632 shares; 2025Q2: 5,872 shares; 2025Q3: 7 shares; 2025Q4: 6,584 shares; 2026Q1: 6,509 shares; 2026Q2: 39,605 shares 39,605 $3.41M 1.24% +33,096 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 22,386 shares; 2025Q1: 23,872 shares; 2025Q2: 26,671 shares; 2025Q3: 246 shares; 2025Q4: 2,851 shares; 2026Q1: 2,970 shares; 2026Q2: 3,917 shares 3,917 $2.93M 1.06% +947 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: 1,625 shares; 2024Q4: 5,685 shares; 2025Q1: 5,623 shares; 2025Q2: 9,877 shares; 2025Q3: 781 shares; 2025Q4: 4,940 shares; 2026Q1: 3,814 shares; 2026Q2: 4,103 shares 4,103 $2.82M 1.02% +289 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: 43,101 shares; 2024Q4: 62,213 shares; 2025Q1: 78,010 shares; 2025Q2: 90,693 shares; 2025Q3: 5,579 shares; 2025Q4: 29,509 shares; 2026Q1: 21,251 shares; 2026Q2: 23,758 shares 23,758 $2.79M 1.01% +2,507 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: 5,452 shares; 2024Q4: 5,871 shares; 2025Q1: 5,823 shares; 2025Q2: 6,741 shares; 2025Q3: 208 shares; 2025Q4: 8,900 shares; 2026Q1: 7,134 shares; 2026Q2: 7,732 shares 7,732 $2.73M 0.99% +598 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,885 shares; 2024Q4: 12,926 shares; 2025Q1: 29,682 shares; 2025Q2: 120,769 shares; 2025Q3: 7,087 shares; 2025Q4: 76,673 shares; 2026Q1: 70,581 shares; 2026Q2: 76,468 shares 76,468 $2.65M 0.96% +5,887 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: 8,350 shares; 2024Q4: 11,383 shares; 2025Q1: 25,565 shares; 2025Q2: 20,930 shares; 2025Q3: 766 shares; 2025Q4: 7,641 shares; 2026Q1: 6,186 shares; 2026Q2: 8,058 shares 8,058 $2.64M 0.96% +1,872 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: 3,177 shares; 2024Q4: 4,093 shares; 2025Q1: 5,350 shares; 2025Q2: 6,145 shares; 2025Q3: 961 shares; 2025Q4: 2,824 shares; 2026Q1: 2,117 shares; 2026Q2: 2,237 shares 2,237 $2.58M 0.94% +120 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: 10,509 shares; 2024Q4: 16,660 shares; 2025Q1: 19,769 shares; 2025Q2: 21,983 shares; 2025Q3: 1,189 shares; 2025Q4: 7,953 shares; 2026Q1: 5,155 shares; 2026Q2: 6,890 shares 6,890 $2.46M 0.9% +1,735 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: 534 shares; 2024Q4: 710 shares; 2025Q1: 1,963 shares; 2025Q2: 16,916 shares; 2025Q3: 853 shares; 2025Q4: 6,942 shares; 2026Q1: 5,528 shares; 2026Q2: 5,795 shares 5,795 $2.44M 0.89% +267 Timeline OUSA 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: 239,087 shares; 2024Q4: 448,143 shares; 2025Q1: 464,797 shares; 2025Q2: 521,180 shares; 2025Q3: 58,050 shares; 2025Q4: 131,668 shares; 2026Q1: 83,949 shares; 2026Q2: 40,932 shares 40,932 $2.39M 0.87% -43,017 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: 5,538 shares; 2024Q4: 13,275 shares; 2025Q1: 14,394 shares; 2025Q2: 14,133 shares; 2025Q3: 477 shares; 2025Q4: 3,044 shares; 2026Q1: 2,954 shares; 2026Q2: 3,132 shares 3,132 $2.31M 0.84% +178 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: 33,943 shares; 2024Q4: 48,767 shares; 2025Q1: 58,877 shares; 2025Q2: 66,380 shares; 2025Q3: 4,112 shares; 2025Q4: 22,874 shares; 2026Q1: 18,239 shares; 2026Q2: 19,217 shares 19,217 $2.18M 0.79% +978 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,227 shares; 2024Q4: 17,888 shares; 2025Q1: 22,732 shares; 2025Q2: 28,009 shares; 2025Q3: 1,254 shares; 2025Q4: 7,493 shares; 2026Q1: 6,035 shares; 2026Q2: 8,301 shares 8,301 $2.11M 0.77% +2,266 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 2,238 shares; 2025Q1: 2,537 shares; 2025Q2: 3,305 shares; 2025Q3: 283 shares; 2025Q4: 3,512 shares; 2026Q1: 2,680 shares; 2026Q2: 2,950 shares 2,950 $2.1M 0.77% +270 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,291 shares; 2024Q4: 21,777 shares; 2025Q1: 35,157 shares; 2025Q2: 78,865 shares; 2025Q3: 2,793 shares; 2025Q4: 33,573 shares; 2026Q1: 39,000 shares; 2026Q2: 44,059 shares 44,059 $2.08M 0.76% +5,059 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: 4,475 shares; 2024Q4: 5,788 shares; 2025Q1: 9,034 shares; 2025Q2: 63,540 shares; 2025Q3: 4,094 shares; 2025Q4: 29,939 shares; 2026Q1: 35,498 shares; 2026Q2: 41,739 shares 41,739 $2.06M 0.75% +6,241 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: 245 shares; 2024Q4: 383 shares; 2025Q1: 439 shares; 2025Q2: 510 shares; 2025Q3: 268 shares; 2025Q4: 23,635 shares; 2026Q1: 19,588 shares; 2026Q2: 20,346 shares 20,346 $1.97M 0.71% +758 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: 8,818 shares; 2024Q4: 10,210 shares; 2025Q1: 10,672 shares; 2025Q2: 12,877 shares; 2025Q3: 719 shares; 2025Q4: 7,665 shares; 2026Q1: 4,058 shares; 2026Q2: 7,148 shares 7,148 $1.8M 0.65% +3,090 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 2,349 shares; 2025Q2: 22,808 shares; 2025Q3: 845 shares; 2025Q4: 12,261 shares; 2026Q1: 14,980 shares; 2026Q2: 17,733 shares 17,733 $1.75M 0.64% +2,753 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: 2,729 shares; 2024Q4: 4,100 shares; 2025Q1: 4,974 shares; 2025Q2: 5,452 shares; 2025Q3: 478 shares; 2025Q4: 2,070 shares; 2026Q1: 1,656 shares; 2026Q2: 1,812 shares 1,812 $1.7M 0.62% +156 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: 1,416 shares; 2025Q2: 36,176 shares; 2025Q3: 3,139 shares; 2025Q4: 17,949 shares; 2026Q1: 20,603 shares; 2026Q2: 24,967 shares 24,967 $1.68M 0.61% +4,364 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,254 shares; 2025Q1: 2,695 shares; 2025Q2: 61,994 shares; 2025Q3: 5,928 shares; 2025Q4: 30,586 shares; 2026Q1: 34,389 shares; 2026Q2: 41,331 shares 41,331 $1.68M 0.61% +6,942 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,900 shares; 2024Q4: 12,272 shares; 2025Q1: 15,246 shares; 2025Q2: 17,410 shares; 2025Q3: 1,250 shares; 2025Q4: 4,611 shares; 2026Q1: 3,488 shares; 2026Q2: 4,097 shares 4,097 $1.63M 0.59% +609 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 25,877 shares; 2025Q3: 277 shares; 2025Q4: 12,602 shares; 2026Q1: 13,792 shares; 2026Q2: 20,255 shares 20,255 $1.61M 0.59% +6,463 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: 12,949 shares; 2024Q4: 17,710 shares; 2025Q1: 21,737 shares; 2025Q2: 25,520 shares; 2025Q3: 1,772 shares; 2025Q4: 6,925 shares; 2026Q1: 4,797 shares; 2026Q2: 5,324 shares 5,324 $1.59M 0.58% +527 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: 90 shares; 2024Q4: 4,750 shares; 2025Q1: 2,663 shares; 2025Q2: 4,373 shares; 2025Q3: 90 shares; 2025Q4: 24,976 shares; 2026Q1: 27,351 shares; 2026Q2: 29,489 shares 29,489 $1.58M 0.57% +2,138 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: 8,519 shares; 2024Q4: 10,991 shares; 2025Q1: 13,204 shares; 2025Q2: 15,475 shares; 2025Q3: 1,121 shares; 2025Q4: 5,589 shares; 2026Q1: 3,399 shares; 2026Q2: 4,285 shares 4,285 $1.51M 0.55% +886 Timeline OUSM 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: 135,821 shares; 2024Q4: 181,594 shares; 2025Q1: 211,787 shares; 2025Q2: 239,493 shares; 2025Q3: 19,475 shares; 2025Q4: 50,013 shares; 2026Q1: 39,781 shares; 2026Q2: 31,658 shares 31,658 $1.5M 0.55% -8,123 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: 626 shares; 2024Q4: 1,123 shares; 2025Q1: 1,187 shares; 2025Q2: 1,216 shares; 2025Q3: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,438 shares; 2026Q2: 1,360 shares 1,360 $1.45M 0.53% -78 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: 46,083 shares; 2026Q1: 31,907 shares; 2026Q2: 33,307 shares 33,307 $1.44M 0.52% +1,400 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: 4,505 shares; 2024Q4: 5,273 shares; 2025Q1: 7,051 shares; 2025Q2: 8,343 shares; 2025Q3: 694 shares; 2025Q4: 2,836 shares; 2026Q1: 2,375 shares; 2026Q2: 2,429 shares 2,429 $1.41M 0.51% +54 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,102 shares; 2024Q4: 25,778 shares; 2025Q1: 33,312 shares; 2025Q2: 50,021 shares; 2025Q3: 3,419 shares; 2025Q4: 13,143 shares; 2026Q1: 11,133 shares; 2026Q2: 11,858 shares 11,858 $1.38M 0.5% +725 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: 4,374 shares; 2024Q4: 6,024 shares; 2025Q1: 7,383 shares; 2025Q2: 8,657 shares; 2025Q3: 663 shares; 2025Q4: 2,249 shares; 2026Q1: 2,731 shares; 2026Q2: 2,896 shares 2,896 $1.38M 0.5% +165 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,588 shares; 2025Q1: 5,660 shares; 2025Q2: 5,756 shares; 2025Q3: 8 shares; 2025Q4: 5,442 shares; 2026Q1: 6,290 shares; 2026Q2: 6,291 shares 6,291 $1.37M 0.5% +1 Timeline SIL 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: 20,997 shares; 2026Q1: 16,691 shares; 2026Q2: 17,458 shares 17,458 $1.35M 0.49% +767 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: 6,171 shares; 2024Q4: 6,705 shares; 2025Q1: 7,085 shares; 2025Q2: 10,564 shares; 2025Q3: 468 shares; 2025Q4: 7,041 shares; 2026Q1: 2,609 shares; 2026Q2: 4,700 shares 4,700 $1.32M 0.48% +2,091 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 2,154 shares; 2025Q1: 3,048 shares; 2025Q2: 14,183 shares; 2025Q3: 430 shares; 2025Q4: 6,056 shares; 2026Q1: 6,565 shares; 2026Q2: 8,421 shares 8,421 $1.32M 0.48% +1,856 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: 8,838 shares; 2024Q4: 12,899 shares; 2025Q1: 15,868 shares; 2025Q2: 18,479 shares; 2025Q3: 1,103 shares; 2025Q4: 5,750 shares; 2026Q1: 4,679 shares; 2026Q2: 4,883 shares 4,883 $1.32M 0.48% +204 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 7,709 shares; 2025Q1: 8,081 shares; 2025Q2: 9,109 shares; 2025Q3: 626 shares; 2025Q4: 2,373 shares; 2026Q1: 2,092 shares; 2026Q2: 2,518 shares 2,518 $1.31M 0.48% +426 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: 19,321 shares; 2024Q4: 24,818 shares; 2025Q1: 27,865 shares; 2025Q2: 33,587 shares; 2025Q3: 1,384 shares; 2025Q4: 10,803 shares; 2026Q1: 7,941 shares; 2026Q2: 9,501 shares 9,501 $1.3M 0.47% +1,560 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: 5,581 shares; 2024Q4: 6,543 shares; 2025Q1: 8,339 shares; 2025Q2: 10,703 shares; 2025Q3: 756 shares; 2025Q4: 5,713 shares; 2026Q1: 5,259 shares; 2026Q2: 5,029 shares 5,029 $1.28M 0.47% -230 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 9,719 shares; 2025Q1: 12,296 shares; 2025Q2: 14,244 shares; 2025Q3: 952 shares; 2025Q4: 4,291 shares; 2026Q1: 3,356 shares; 2026Q2: 3,568 shares 3,568 $1.26M 0.46% +212 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: 9,765 shares; 2025Q1: 12,985 shares; 2025Q2: 15,259 shares; 2025Q3: 718 shares; 2025Q4: 2,582 shares; 2026Q1: 1,929 shares; 2026Q2: 2,902 shares 2,902 $1.26M 0.46% +973 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: 12,053 shares; 2024Q4: 17,919 shares; 2025Q1: 22,081 shares; 2025Q2: 27,711 shares; 2025Q3: 2,422 shares; 2025Q4: 7,198 shares; 2026Q1: 5,970 shares; 2026Q2: 6,883 shares 6,883 $1.21M 0.44% +913 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: 15,178 shares; 2024Q4: 16,550 shares; 2025Q1: 18,819 shares; 2025Q2: 20,377 shares; 2025Q3: 770 shares; 2025Q4: 17,612 shares; 2026Q1: 15,307 shares; 2026Q2: 15,698 shares 15,698 $1.21M 0.44% +391 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,452 shares; 2024Q4: 37,829 shares; 2025Q1: 46,920 shares; 2025Q2: 54,127 shares; 2025Q3: 4,429 shares; 2025Q4: 13,748 shares; 2026Q1: 11,677 shares; 2026Q2: 13,778 shares 13,778 $1.21M 0.44% +2,101 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: 3,972 shares; 2024Q4: 5,108 shares; 2025Q1: 6,371 shares; 2025Q2: 7,597 shares; 2025Q3: 462 shares; 2025Q4: 2,989 shares; 2026Q1: 1,944 shares; 2026Q2: 2,340 shares 2,340 $1.19M 0.43% +396 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: 953 shares; 2024Q4: 1,042 shares; 2025Q1: 3,376 shares; 2025Q2: 4,630 shares; 2025Q3: 299 shares; 2025Q4: 1,806 shares; 2026Q1: 1,450 shares; 2026Q2: 1,655 shares 1,655 $1.19M 0.43% +205 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 2,149 shares; 2025Q2: 16,886 shares; 2025Q3: 1,151 shares; 2025Q4: 12,284 shares; 2026Q1: 11,357 shares; 2026Q2: 11,319 shares 11,319 $1.15M 0.42% -38 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 2,984 shares; 2025Q1: 5,593 shares; 2025Q2: 5,588 shares; 2025Q3: 361 shares; 2025Q4: 949 shares; 2026Q1: 764 shares; 2026Q2: 834 shares 834 $1.13M 0.41% +70 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 545 shares; 2025Q1: 1,851 shares; 2025Q2: 16,094 shares; 2025Q3: 887 shares; 2025Q4: 10,737 shares; 2026Q1: 9,096 shares; 2026Q2: 9,090 shares 9,090 $1.13M 0.41% -6 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: 6,751 shares; 2024Q4: 8,200 shares; 2025Q1: 10,539 shares; 2025Q2: 11,952 shares; 2025Q3: 700 shares; 2025Q4: 9,500 shares; 2026Q1: 5,626 shares; 2026Q2: 5,894 shares 5,894 $1.12M 0.41% +268 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,623 shares; 2025Q1: 3,039 shares; 2025Q2: 3,416 shares; 2025Q3: 360 shares; 2025Q4: 1,172 shares; 2026Q1: 999 shares; 2026Q2: 1,144 shares 1,144 $1.1M 0.4% +145 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: 5,438 shares; 2024Q4: 7,585 shares; 2025Q1: 9,725 shares; 2025Q2: 11,193 shares; 2025Q3: 722 shares; 2025Q4: 4,076 shares; 2026Q1: 2,616 shares; 2026Q2: 3,012 shares 3,012 $1.09M 0.4% +396 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 2,135 shares; 2025Q1: 2,688 shares; 2025Q2: 2,212 shares; 2025Q3: 331 shares; 2025Q4: 1,145 shares; 2026Q1: 1,010 shares; 2026Q2: 1,112 shares 1,112 $1.09M 0.4% +102 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,261 shares; 2024Q4: 10,178 shares; 2025Q1: 12,821 shares; 2025Q2: 14,439 shares; 2025Q3: 926 shares; 2025Q4: 3,620 shares; 2026Q1: 2,953 shares; 2026Q2: 3,104 shares 3,104 $1.06M 0.38% +151 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 4,923 shares; 2025Q2: 38,546 shares; 2025Q3: 2,911 shares; 2025Q4: 29,256 shares; 2026Q1: 26,146 shares; 2026Q2: 26,016 shares 26,016 $1.03M 0.38% -130 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 3,217 shares; 2025Q1: 3,158 shares; 2025Q2: 3,293 shares; 2025Q3: 52 shares; 2025Q4: 2,549 shares; 2026Q1: 2,972 shares; 2026Q2: 12,799 shares 12,799 $1.03M 0.38% +9,827 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 4,625 shares; 2025Q2: 34,456 shares; 2025Q3: 1,889 shares; 2025Q4: 22,435 shares; 2026Q1: 20,222 shares; 2026Q2: 19,997 shares 19,997 $1.03M 0.37% -225 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 562 shares; 2025Q1: 1,187 shares; 2025Q2: 31,476 shares; 2025Q3: 3,600 shares; 2025Q4: 14,231 shares; 2026Q1: 17,047 shares; 2026Q2: 20,623 shares 20,623 $1.03M 0.37% +3,576 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,222 shares; 2024Q4: 25,322 shares; 2025Q1: 30,515 shares; 2025Q2: 36,081 shares; 2025Q3: 2,168 shares; 2025Q4: 8,108 shares; 2026Q1: 6,817 shares; 2026Q2: 7,009 shares 7,009 $1.03M 0.37% +192 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 3,029 shares; 2025Q2: 24,908 shares; 2025Q3: 1,634 shares; 2025Q4: 19,349 shares; 2026Q1: 17,566 shares; 2026Q2: 17,661 shares 17,661 $1.02M 0.37% +95 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: 868 shares; 2024Q4: 740 shares; 2025Q1: 900 shares; 2025Q2: 1,077 shares; 2025Q3: not reported; 2025Q4: 3,886 shares; 2026Q1: 4,447 shares; 2026Q2: 4,684 shares 4,684 $997K 0.36% +237 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 849 shares; 2025Q1: 872 shares; 2025Q2: 979 shares; 2025Q3: 99 shares; 2025Q4: 13,585 shares; 2026Q1: 11,882 shares; 2026Q2: 11,993 shares 11,993 $993K 0.36% +111 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: 605 shares; 2024Q4: 693 shares; 2025Q1: 972 shares; 2025Q2: 1,120 shares; 2025Q3: 50 shares; 2025Q4: 4,167 shares; 2026Q1: 4,014 shares; 2026Q2: 4,191 shares 4,191 $992K 0.36% +177 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 2,157 shares; 2026Q2: 2,592 shares 2,592 $986K 0.36% +435 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: 946 shares; 2024Q4: 1,213 shares; 2025Q1: 1,322 shares; 2025Q2: 1,574 shares; 2025Q3: 51 shares; 2025Q4: 3,134 shares; 2026Q1: 3,112 shares; 2026Q2: 3,252 shares 3,252 $986K 0.36% +140 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: 5,819 shares; 2024Q4: 8,733 shares; 2025Q1: 10,842 shares; 2025Q2: 12,548 shares; 2025Q3: 1,054 shares; 2025Q4: 3,742 shares; 2026Q1: 3,029 shares; 2026Q2: 3,103 shares 3,103 $977K 0.36% +74 Timeline ISCF 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: 297 shares; 2025Q1: 4,412 shares; 2025Q2: 30,787 shares; 2025Q3: 1,902 shares; 2025Q4: 25,076 shares; 2026Q1: 22,121 shares; 2026Q2: 22,488 shares 22,488 $974K 0.35% +367 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: 6,358 shares; 2024Q4: 8,744 shares; 2025Q1: 10,345 shares; 2025Q2: 7,339 shares; 2025Q3: 556 shares; 2025Q4: 3,561 shares; 2026Q1: 1,721 shares; 2026Q2: 2,241 shares 2,241 $955K 0.35% +520 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $936K 0.34% 0 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: 7,583 shares; 2024Q4: 12,331 shares; 2025Q1: 15,340 shares; 2025Q2: 17,987 shares; 2025Q3: 1,276 shares; 2025Q4: 4,451 shares; 2026Q1: 3,157 shares; 2026Q2: 3,452 shares 3,452 $934K 0.34% +295 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: 838 shares; 2024Q4: 1,205 shares; 2025Q1: 1,595 shares; 2025Q2: 1,812 shares; 2025Q3: 101 shares; 2025Q4: 508 shares; 2026Q1: 430 shares; 2026Q2: 463 shares 463 $921K 0.34% +33 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: 11,584 shares; 2024Q4: 16,348 shares; 2025Q1: 20,546 shares; 2025Q2: 24,776 shares; 2025Q3: 1,127 shares; 2025Q4: 9,061 shares; 2026Q1: 6,348 shares; 2026Q2: 5,492 shares 5,492 $910K 0.33% -856 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: 2,215 shares; 2024Q4: 2,891 shares; 2025Q1: 3,638 shares; 2025Q2: 4,260 shares; 2025Q3: 476 shares; 2025Q4: 1,598 shares; 2026Q1: 1,609 shares; 2026Q2: 1,740 shares 1,740 $895K 0.33% +131 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: 2,236 shares; 2024Q4: 7,640 shares; 2025Q1: 9,113 shares; 2025Q2: 10,342 shares; 2025Q3: 257 shares; 2025Q4: 1,507 shares; 2026Q1: 1,361 shares; 2026Q2: 1,542 shares 1,542 $869K 0.32% +181 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 244 shares; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 3,566 shares; 2026Q2: 3,888 shares 3,888 $867K 0.32% +322 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 2,884 shares; 2025Q1: 3,748 shares; 2025Q2: 5,934 shares; 2025Q3: 174 shares; 2025Q4: 1,604 shares; 2026Q1: 1,538 shares; 2026Q2: 1,654 shares 1,654 $864K 0.31% +116 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 4,607 shares; 2025Q1: 4,978 shares; 2025Q2: 15,296 shares; 2025Q3: 626 shares; 2025Q4: 6,851 shares; 2026Q1: 6,831 shares; 2026Q2: 9,282 shares 9,282 $836K 0.3% +2,451 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 6,761 shares; 2025Q3: 700 shares; 2025Q4: 2,959 shares; 2026Q1: 2,823 shares; 2026Q2: 3,291 shares 3,291 $807K 0.29% +468 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,095 shares; 2024Q4: 7,875 shares; 2025Q1: 9,981 shares; 2025Q2: 11,563 shares; 2025Q3: 902 shares; 2025Q4: 2,965 shares; 2026Q1: 2,503 shares; 2026Q2: 2,770 shares 2,770 $805K 0.29% +267 Timeline SDVY 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: 41,178 shares; 2024Q4: 54,869 shares; 2025Q1: 63,956 shares; 2025Q2: 66,426 shares; 2025Q3: 5,168 shares; 2025Q4: 19,975 shares; 2026Q1: 18,024 shares; 2026Q2: 18,529 shares 18,529 $799K 0.29% +505 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: 6,111 shares; 2024Q4: 10,050 shares; 2025Q1: 12,651 shares; 2025Q2: 14,489 shares; 2025Q3: 1,312 shares; 2025Q4: 4,367 shares; 2026Q1: 3,339 shares; 2026Q2: 3,555 shares 3,555 $784K 0.29% +216 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: 14,706 shares; 2024Q4: 14,950 shares; 2025Q1: 14,371 shares; 2025Q2: 15,507 shares; 2025Q3: 1,323 shares; 2025Q4: 9,714 shares; 2026Q1: 9,406 shares; 2026Q2: 9,592 shares 9,592 $780K 0.28% +186 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,847 shares; 2026Q2: 2,224 shares 2,224 $778K 0.28% +377 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: 13,308 shares; 2024Q4: 17,689 shares; 2025Q1: 21,164 shares; 2025Q2: 25,814 shares; 2025Q3: 1,931 shares; 2025Q4: 6,887 shares; 2026Q1: 5,247 shares; 2026Q2: 5,708 shares 5,708 $773K 0.28% +461 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,564 shares; 2025Q2: 30,115 shares; 2025Q3: 627 shares; 2025Q4: 16,276 shares; 2026Q1: 17,428 shares; 2026Q2: 22,286 shares 22,286 $769K 0.28% +4,858 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,719 shares; 2026Q1: 18,882 shares; 2026Q2: 28,761 shares 28,761 $763K 0.28% +9,879 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,925 shares; 2024Q4: 24,253 shares; 2025Q1: 29,498 shares; 2025Q2: 32,982 shares; 2025Q3: 2,220 shares; 2025Q4: 7,731 shares; 2026Q1: 5,926 shares; 2026Q2: 6,475 shares 6,475 $759K 0.28% +549 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: 5 shares; 2024Q4: 7 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 1 shares; 2025Q4: 41 shares; 2026Q1: 1,449 shares; 2026Q2: 1,542 shares 1,542 $757K 0.28% +93 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: 29,429 shares; 2024Q4: 19,022 shares; 2025Q1: 20,102 shares; 2025Q2: 21,766 shares; 2025Q3: 1,589 shares; 2025Q4: 3,234 shares; 2026Q1: 3,361 shares; 2026Q2: 5,275 shares 5,275 $737K 0.27% +1,914 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,032 shares; 2024Q4: 36,097 shares; 2025Q1: 36,301 shares; 2025Q2: 45,801 shares; 2025Q3: not reported; 2025Q4: 35,913 shares; 2026Q1: 35,913 shares; 2026Q2: 35,913 shares 35,913 $718K 0.26% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,179 shares; 2024Q4: 16,391 shares; 2025Q1: 22,128 shares; 2025Q2: 26,105 shares; 2025Q3: 1,912 shares; 2025Q4: 9,573 shares; 2026Q1: 8,267 shares; 2026Q2: 9,166 shares 9,166 $717K 0.26% +899 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,726 shares; 2024Q4: 11,822 shares; 2025Q1: 14,196 shares; 2025Q2: 16,261 shares; 2025Q3: 1,128 shares; 2025Q4: 4,217 shares; 2026Q1: 2,848 shares; 2026Q2: 3,173 shares 3,173 $711K 0.26% +325 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: 263 shares; 2024Q4: 533 shares; 2025Q1: 568 shares; 2025Q2: 653 shares; 2025Q3: 7 shares; 2025Q4: 1,547 shares; 2026Q1: 2,556 shares; 2026Q2: 1,925 shares 1,925 $709K 0.26% -631 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,084 shares; 2024Q4: 4,897 shares; 2025Q1: 5,724 shares; 2025Q2: 7,035 shares; 2025Q3: 660 shares; 2025Q4: 1,973 shares; 2026Q1: 1,727 shares; 2026Q2: 2,089 shares 2,089 $706K 0.26% +362 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: 728 shares; 2024Q4: 949 shares; 2025Q1: 1,151 shares; 2025Q2: 1,339 shares; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 85 shares; 2026Q2: 687 shares 687 $695K 0.25% +602 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,513 shares; 2026Q1: 10,507 shares; 2026Q2: 11,630 shares 11,630 $677K 0.25% +1,123 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: not reported; 2025Q4: 14,524 shares; 2026Q1: 12,124 shares; 2026Q2: 12,124 shares 12,124 $674K 0.25% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,664 shares; 2026Q2: 10,956 shares 10,956 $661K 0.24% +292 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 725 shares; 2026Q2: 869 shares 869 $658K 0.24% +144 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,728 shares; 2024Q4: 8,130 shares; 2025Q1: 10,361 shares; 2025Q2: 12,058 shares; 2025Q3: 920 shares; 2025Q4: 2,569 shares; 2026Q1: 2,120 shares; 2026Q2: 2,316 shares 2,316 $645K 0.23% +196 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: 253 shares; 2025Q4: 1,547 shares; 2026Q1: 1,524 shares; 2026Q2: 1,750 shares 1,750 $638K 0.23% +226 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 821 shares; 2025Q1: 1,085 shares; 2025Q2: 1,297 shares; 2025Q3: 96 shares; 2025Q4: 480 shares; 2026Q1: 1,355 shares; 2026Q2: 1,522 shares 1,522 $632K 0.23% +167 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,535 shares; 2025Q1: 2,341 shares; 2025Q2: 2,469 shares; 2025Q3: 81 shares; 2025Q4: 560 shares; 2026Q1: 553 shares; 2026Q2: 557 shares 557 $631K 0.23% +4 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 6,017 shares; 2025Q1: 8,227 shares; 2025Q2: 9,739 shares; 2025Q3: 623 shares; 2025Q4: 1,899 shares; 2026Q1: 1,710 shares; 2026Q2: 1,826 shares 1,826 $629K 0.23% +116 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: 2,660 shares; 2024Q4: 4,734 shares; 2025Q1: 6,219 shares; 2025Q2: 7,254 shares; 2025Q3: 523 shares; 2025Q4: 1,744 shares; 2026Q1: 1,463 shares; 2026Q2: 1,540 shares 1,540 $627K 0.23% +77 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: 795 shares; 2024Q4: 1,353 shares; 2025Q1: 1,469 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 2,037 shares 2,037 $615K 0.22% +1,995 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: 2,200 shares; 2024Q4: 1,785 shares; 2025Q1: 3,333 shares; 2025Q2: 6,804 shares; 2025Q3: 717 shares; 2025Q4: 4,513 shares; 2026Q1: 3,272 shares; 2026Q2: 5,151 shares 5,151 $601K 0.22% +1,879 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: 10 shares; 2024Q4: 198 shares; 2025Q1: 682 shares; 2025Q2: 1,895 shares; 2025Q3: 108 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 1,746 shares 1,746 $599K 0.22% +1,736 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,081 shares; 2024Q4: 26,808 shares; 2025Q1: 35,052 shares; 2025Q2: 40,707 shares; 2025Q3: 3,813 shares; 2025Q4: 8,434 shares; 2026Q1: 6,942 shares; 2026Q2: 7,769 shares 7,769 $594K 0.22% +827 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 1,953 shares; 2025Q2: 14,910 shares; 2025Q3: 833 shares; 2025Q4: 11,864 shares; 2026Q1: 10,415 shares; 2026Q2: 10,574 shares 10,574 $592K 0.22% +159 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: 6,398 shares; 2024Q4: 9,336 shares; 2025Q1: 12,396 shares; 2025Q2: 14,874 shares; 2025Q3: 1,454 shares; 2025Q4: 3,566 shares; 2026Q1: 3,146 shares; 2026Q2: 3,422 shares 3,422 $589K 0.21% +276 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: 347 shares; 2024Q4: 495 shares; 2025Q1: 539 shares; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 617 shares; 2026Q1: 754 shares; 2026Q2: 756 shares 756 $577K 0.21% +2 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: 1,843 shares; 2024Q4: 2,658 shares; 2025Q1: 3,817 shares; 2025Q2: 3,641 shares; 2025Q3: 230 shares; 2025Q4: 1,477 shares; 2026Q1: 1,367 shares; 2026Q2: 1,540 shares 1,540 $576K 0.21% +173 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,040 shares; 2025Q3: 1,082 shares; 2025Q4: 17,001 shares; 2026Q1: 17,809 shares; 2026Q2: 17,442 shares 17,442 $570K 0.21% -367 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: 17,789 shares; 2024Q4: 24,231 shares; 2025Q1: 33,251 shares; 2025Q2: 40,743 shares; 2025Q3: 2,092 shares; 2025Q4: 10,232 shares; 2026Q1: 7,624 shares; 2026Q2: 3,369 shares 3,369 $570K 0.21% -4,255 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,886 shares 2,886 $569K 0.21% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 952 shares; 2025Q2: 39,026 shares; 2025Q3: 5,879 shares; 2025Q4: 15,435 shares; 2026Q1: 19,005 shares; 2026Q2: 19,664 shares 19,664 $567K 0.21% +659 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,180 shares; 2024Q4: 12,795 shares; 2025Q1: 16,228 shares; 2025Q2: 20,278 shares; 2025Q3: 1,615 shares; 2025Q4: 5,929 shares; 2026Q1: 4,685 shares; 2026Q2: 4,176 shares 4,176 $566K 0.21% -509 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,672 shares; 2024Q4: 18,979 shares; 2025Q1: 32,489 shares; 2025Q2: 37,816 shares; 2025Q3: 3,208 shares; 2025Q4: 7,841 shares; 2026Q1: 6,346 shares; 2026Q2: 6,147 shares 6,147 $558K 0.2% -199 Timeline AAM AAM More: the full row for AAM Quarterly shares; 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: 40,140 shares; 2026Q1: 124,767 shares; 2026Q2: 42,307 shares 42,307 $549K 0.2% -82,460 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 3,173 shares; 2025Q1: 4,478 shares; 2025Q2: 5,515 shares; 2025Q3: 522 shares; 2025Q4: 2,749 shares; 2026Q1: 2,601 shares; 2026Q2: 1,593 shares 1,593 $547K 0.2% -1,008 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: 4,862 shares; 2024Q4: 5,996 shares; 2025Q1: 6,073 shares; 2025Q2: 7,166 shares; 2025Q3: 345 shares; 2025Q4: 1,056 shares; 2026Q1: 748 shares; 2026Q2: 752 shares 752 $544K 0.2% +4 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: 10,482 shares; 2024Q4: 7,162 shares; 2025Q1: 8,575 shares; 2025Q2: 9,579 shares; 2025Q3: 738 shares; 2025Q4: 3,459 shares; 2026Q1: 3,081 shares; 2026Q2: 3,559 shares 3,559 $539K 0.2% +478 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: 1,919 shares; 2024Q4: 6,426 shares; 2025Q1: 13,493 shares; 2025Q2: 15,178 shares; 2025Q3: 839 shares; 2025Q4: 2,850 shares; 2026Q1: 462 shares; 2026Q2: 1,539 shares 1,539 $525K 0.19% +1,077 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,254 shares; 2026Q2: 13,779 shares 13,779 $513K 0.19% +525 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,923 shares; 2024Q4: 33,276 shares; 2025Q1: 42,465 shares; 2025Q2: 49,127 shares; 2025Q3: 4,180 shares; 2025Q4: 10,808 shares; 2026Q1: 8,230 shares; 2026Q2: 9,146 shares 9,146 $513K 0.19% +916 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,697 shares; 2025Q1: 3,406 shares; 2025Q2: 3,616 shares; 2025Q3: not reported; 2025Q4: 6,703 shares; 2026Q1: 6,614 shares; 2026Q2: 6,965 shares 6,965 $511K 0.19% +351 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,229 shares; 2024Q4: 19,147 shares; 2025Q1: 24,810 shares; 2025Q2: 28,934 shares; 2025Q3: 1,998 shares; 2025Q4: 3,160 shares; 2026Q1: 2,770 shares; 2026Q2: 3,000 shares 3,000 $510K 0.19% +230 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,477 shares; 2024Q4: 13,954 shares; 2025Q1: 17,693 shares; 2025Q2: 20,406 shares; 2025Q3: 1,691 shares; 2025Q4: 4,887 shares; 2026Q1: 3,963 shares; 2026Q2: 4,202 shares 4,202 $497K 0.18% +239 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 489 shares; 2026Q1: 466 shares; 2026Q2: 594 shares 594 $493K 0.18% +128 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $486K 0.18% new Timeline FXR 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: 22 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 15,111 shares; 2025Q3: 932 shares; 2025Q4: 4,688 shares; 2026Q1: 4,688 shares; 2026Q2: 5,315 shares 5,315 $484K 0.18% +627 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,513 shares; 2026Q2: 10,889 shares 10,889 $483K 0.18% +376 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,994 shares; 2024Q4: 23,676 shares; 2025Q1: 29,019 shares; 2025Q2: 34,035 shares; 2025Q3: 2,125 shares; 2025Q4: 5,426 shares; 2026Q1: 4,551 shares; 2026Q2: 5,128 shares 5,128 $470K 0.17% +577 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: 10,421 shares; 2024Q4: 10,794 shares; 2025Q1: 12,940 shares; 2025Q2: 16,081 shares; 2025Q3: 813 shares; 2025Q4: 4,209 shares; 2026Q1: 2,462 shares; 2026Q2: 3,656 shares 3,656 $470K 0.17% +1,194 Timeline VSS 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 reported; 2024Q4: 122 shares; 2025Q1: 689 shares; 2025Q2: 4,322 shares; 2025Q3: 276 shares; 2025Q4: 3,373 shares; 2026Q1: 2,979 shares; 2026Q2: 3,039 shares 3,039 $469K 0.17% +60 Timeline FXO 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: 900 shares; 2024Q4: 14,303 shares; 2025Q1: 16,251 shares; 2025Q2: 18,146 shares; 2025Q3: 1,072 shares; 2025Q4: 4,097 shares; 2026Q1: 1,311 shares; 2026Q2: 7,500 shares 7,500 $468K 0.17% +6,189 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,594 shares 15,594 $463K 0.17% 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: 13,936 shares; 2024Q4: 22,861 shares; 2025Q1: 29,405 shares; 2025Q2: 33,778 shares; 2025Q3: 2,332 shares; 2025Q4: 9,471 shares; 2026Q1: 2,875 shares; 2026Q2: 3,218 shares 3,218 $461K 0.17% +343 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: 995 shares; 2024Q4: 1,757 shares; 2025Q1: 2,257 shares; 2025Q2: 2,858 shares; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 1,344 shares 1,344 $455K 0.17% +1,213 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,675 shares; 2024Q4: 36,242 shares; 2025Q1: 44,786 shares; 2025Q2: 51,563 shares; 2025Q3: 3,596 shares; 2025Q4: 8,697 shares; 2026Q1: 6,805 shares; 2026Q2: 7,846 shares 7,846 $454K 0.17% +1,041 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,340 shares; 2025Q1: 3,436 shares; 2025Q2: 2,814 shares; 2025Q3: 367 shares; 2025Q4: 2,158 shares; 2026Q1: 1,839 shares; 2026Q2: 2,102 shares 2,102 $439K 0.16% +263 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: 5,665 shares; 2024Q4: 7,230 shares; 2025Q1: 8,214 shares; 2025Q2: 9,426 shares; 2025Q3: 500 shares; 2025Q4: 3,904 shares; 2026Q1: 2,267 shares; 2026Q2: 2,290 shares 2,290 $435K 0.16% +23 Timeline VONV 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 1,066 shares; 2026Q1: 4,079 shares; 2026Q2: 4,079 shares 4,079 $434K 0.16% 0 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: 20,369 shares; 2024Q4: 23,282 shares; 2025Q1: 30,399 shares; 2025Q2: 35,918 shares; 2025Q3: 2,565 shares; 2025Q4: 8,126 shares; 2026Q1: 6,091 shares; 2026Q2: 6,758 shares 6,758 $419K 0.15% +667 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,453 shares; 2024Q4: 12,748 shares; 2025Q1: 17,272 shares; 2025Q2: 19,481 shares; 2025Q3: 1,529 shares; 2025Q4: 3,900 shares; 2026Q1: 3,011 shares; 2026Q2: 3,353 shares 3,353 $414K 0.15% +342 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 9,898 shares; 2025Q1: 12,473 shares; 2025Q2: 14,453 shares; 2025Q3: 1,241 shares; 2025Q4: 3,334 shares; 2026Q1: 2,755 shares; 2026Q2: 2,987 shares 2,987 $411K 0.15% +232 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,637 shares; 2024Q4: 14,437 shares; 2025Q1: 22,662 shares; 2025Q2: 25,780 shares; 2025Q3: 2,112 shares; 2025Q4: 4,167 shares; 2026Q1: 3,774 shares; 2026Q2: 4,232 shares 4,232 $410K 0.15% +458 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,680 shares; 2024Q4: 4,669 shares; 2025Q1: 4,654 shares; 2025Q2: 5,555 shares; 2025Q3: not reported; 2025Q4: 7,430 shares; 2026Q1: 5,820 shares; 2026Q2: 6,511 shares 6,511 $409K 0.15% +691 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 263 shares; 2025Q2: 2,359 shares; 2025Q3: 622 shares; 2025Q4: 2,145 shares; 2026Q1: 2,594 shares; 2026Q2: 3,391 shares 3,391 $403K 0.15% +797 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,090 shares; 2024Q4: 28,207 shares; 2025Q1: 34,232 shares; 2025Q2: 40,350 shares; 2025Q3: 584 shares; 2025Q4: 3,142 shares; 2026Q1: 2,336 shares; 2026Q2: 5,367 shares 5,367 $399K 0.15% +3,031 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 7,048 shares; 2025Q1: 8,661 shares; 2025Q2: 9,440 shares; 2025Q3: 602 shares; 2025Q4: 1,645 shares; 2026Q1: 1,308 shares; 2026Q2: 1,408 shares 1,408 $398K 0.14% +100 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 7,946 shares; 2025Q1: 9,650 shares; 2025Q2: 11,144 shares; 2025Q3: 829 shares; 2025Q4: 2,837 shares; 2026Q1: 2,530 shares; 2026Q2: 2,414 shares 2,414 $395K 0.14% -116 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: 3,492 shares; 2024Q4: 7,878 shares; 2025Q1: 8,177 shares; 2025Q2: 8,307 shares; 2025Q3: 40 shares; 2025Q4: 886 shares; 2026Q1: 5,567 shares; 2026Q2: 5,530 shares 5,530 $394K 0.14% -37 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: 733 shares; 2024Q4: 1,002 shares; 2025Q1: 1,155 shares; 2025Q2: 1,543 shares; 2025Q3: 106 shares; 2025Q4: 1,086 shares; 2026Q1: 1,065 shares; 2026Q2: 680 shares 680 $392K 0.14% -385 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 368 shares; 2025Q4: 824 shares; 2026Q1: not reported; 2026Q2: 624 shares 624 $389K 0.14% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,665 shares; 2024Q4: 4,190 shares; 2025Q1: 5,057 shares; 2025Q2: 6,379 shares; 2025Q3: 356 shares; 2025Q4: 1,371 shares; 2026Q1: 1,218 shares; 2026Q2: 1,574 shares 1,574 $388K 0.14% +356 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,915 shares; 2025Q1: 3,745 shares; 2025Q2: 9,910 shares; 2025Q3: 2,894 shares; 2025Q4: 8,121 shares; 2026Q1: 6,748 shares; 2026Q2: 8,050 shares 8,050 $387K 0.14% +1,302 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 19,078 shares; 2025Q1: 19,335 shares; 2025Q2: 5,479 shares; 2025Q3: 1,094 shares; 2025Q4: 2,475 shares; 2026Q1: 281 shares; 2026Q2: 2,392 shares 2,392 $386K 0.14% +2,111 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: 2,627 shares; 2024Q4: 4,033 shares; 2025Q1: 4,617 shares; 2025Q2: 5,054 shares; 2025Q3: 173 shares; 2025Q4: 4,456 shares; 2026Q1: 4,169 shares; 2026Q2: 3,955 shares 3,955 $381K 0.14% -214 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,168 shares; 2026Q1: 4,165 shares; 2026Q2: 4,550 shares 4,550 $374K 0.14% +385 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,033 shares; 2025Q1: 1,533 shares; 2025Q2: 2,435 shares; 2025Q3: 238 shares; 2025Q4: 1,161 shares; 2026Q1: 1,546 shares; 2026Q2: 864 shares 864 $373K 0.14% -682 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,138 shares 4,138 $372K 0.14% 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: 621 shares; 2024Q4: 736 shares; 2025Q1: 965 shares; 2025Q2: 986 shares; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 1,171 shares; 2026Q2: 1,213 shares 1,213 $368K 0.13% +42 Timeline GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,102 shares; 2025Q4: 4,977 shares; 2026Q1: 6,948 shares; 2026Q2: 3,659 shares 3,659 $367K 0.13% -3,289 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: 7,675 shares; 2024Q4: 12,949 shares; 2025Q1: 16,394 shares; 2025Q2: 18,144 shares; 2025Q3: 530 shares; 2025Q4: 6,381 shares; 2026Q1: 6,386 shares; 2026Q2: 6,833 shares 6,833 $366K 0.13% +447 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 10,381 shares; 2025Q1: 13,781 shares; 2025Q2: 15,883 shares; 2025Q3: 1,440 shares; 2025Q4: 3,260 shares; 2026Q1: 2,714 shares; 2026Q2: 2,971 shares 2,971 $366K 0.13% +257 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,011 shares; 2025Q1: 1,308 shares; 2025Q2: 1,488 shares; 2025Q3: 13 shares; 2025Q4: 466 shares; 2026Q1: 1,196 shares; 2026Q2: 1,590 shares 1,590 $365K 0.13% +394 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,313 shares; 2025Q3: 1,674 shares; 2025Q4: 11,619 shares; 2026Q1: 9,202 shares; 2026Q2: 9,853 shares 9,853 $362K 0.13% +651 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,447 shares; 2026Q2: 2,011 shares 2,011 $362K 0.13% +564 Timeline FXL 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: 7,124 shares; 2024Q4: 8,867 shares; 2025Q1: 9,576 shares; 2025Q2: 8,950 shares; 2025Q3: 1,024 shares; 2025Q4: 1,938 shares; 2026Q1: 1,699 shares; 2026Q2: 1,656 shares 1,656 $360K 0.13% -43 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,627 shares; 2024Q4: 29,897 shares; 2025Q1: 38,869 shares; 2025Q2: 38,466 shares; 2025Q3: 2,490 shares; 2025Q4: 7,352 shares; 2026Q1: 1,545 shares; 2026Q2: 3,887 shares 3,887 $349K 0.13% +2,342 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 5,507 shares; 2025Q1: 6,655 shares; 2025Q2: 6,700 shares; 2025Q3: 428 shares; 2025Q4: 3,506 shares; 2026Q1: 1,795 shares; 2026Q2: 2,118 shares 2,118 $336K 0.12% +323 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: 213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 3,290 shares 3,290 $334K 0.12% +3,215 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: 3,356 shares; 2024Q4: 3,601 shares; 2025Q1: 3,466 shares; 2025Q2: 3,553 shares; 2025Q3: 544 shares; 2025Q4: 2,172 shares; 2026Q1: 2,160 shares; 2026Q2: 2,246 shares 2,246 $333K 0.12% +86 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 218 shares; 2026Q1: 300 shares; 2026Q2: 419 shares 419 $331K 0.12% +119 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: not reported; 2025Q1: 1,642 shares; 2025Q2: 1,864 shares; 2025Q3: not reported; 2025Q4: 3,788 shares; 2026Q1: 4,023 shares; 2026Q2: 4,325 shares 4,325 $328K 0.12% +302 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,124 shares; 2024Q4: 20,306 shares; 2025Q1: 22,326 shares; 2025Q2: 19,812 shares; 2025Q3: 2,577 shares; 2025Q4: 8,268 shares; 2026Q1: 7,492 shares; 2026Q2: 7,492 shares 7,492 $325K 0.12% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,098 shares; 2024Q4: 9,569 shares; 2025Q1: 11,199 shares; 2025Q2: 13,397 shares; 2025Q3: 881 shares; 2025Q4: 3,493 shares; 2026Q1: 1,617 shares; 2026Q2: 1,758 shares 1,758 $325K 0.12% +141 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 103 shares; 2026Q2: 1,022 shares 1,022 $322K 0.12% +919 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341 shares; 2024Q4: 1,961 shares; 2025Q1: 2,179 shares; 2025Q2: 7,370 shares; 2025Q3: 619 shares; 2025Q4: 2,878 shares; 2026Q1: 2,300 shares; 2026Q2: 2,066 shares 2,066 $320K 0.12% -234 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: 521 shares; 2024Q4: 569 shares; 2025Q1: 540 shares; 2025Q2: 550 shares; 2025Q3: 40 shares; 2025Q4: 952 shares; 2026Q1: 1,063 shares; 2026Q2: 1,193 shares 1,193 $311K 0.11% +130 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares; 2026Q2: 7,636 shares 7,636 $310K 0.11% +196 Timeline JPIB 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: 3,517 shares; 2024Q4: 5,506 shares; 2025Q1: 8,751 shares; 2025Q2: 10,761 shares; 2025Q3: 356 shares; 2025Q4: 5,876 shares; 2026Q1: 5,927 shares; 2026Q2: 6,321 shares 6,321 $306K 0.11% +394 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,344 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 491 shares; 2025Q4: 2,788 shares; 2026Q1: 2,678 shares; 2026Q2: 2,783 shares 2,783 $302K 0.11% +105 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: 2,151 shares; 2025Q2: 2,775 shares; 2025Q3: 252 shares; 2025Q4: 1,028 shares; 2026Q1: 775 shares; 2026Q2: 783 shares 783 $301K 0.11% +8 Timeline FTHI 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: 2,200 shares; 2025Q1: 2,700 shares; 2025Q2: 2,900 shares; 2025Q3: 500 shares; 2025Q4: 12,757 shares; 2026Q1: 12,041 shares; 2026Q2: 12,593 shares 12,593 $300K 0.11% +552 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 103 shares; 2025Q2: 1,448 shares; 2025Q3: not reported; 2025Q4: 3,580 shares; 2026Q1: 3,588 shares; 2026Q2: 3,864 shares 3,864 $296K 0.11% +276 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 3,654 shares; 2025Q1: 6,279 shares; 2025Q2: 7,954 shares; 2025Q3: 390 shares; 2025Q4: 2,528 shares; 2026Q1: 2,433 shares; 2026Q2: 2,826 shares 2,826 $294K 0.11% +393 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,600 shares; 2025Q1: 1,576 shares; 2025Q2: 2,024 shares; 2025Q3: 18 shares; 2025Q4: 436 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $293K 0.11% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 129 shares; 2025Q1: 179 shares; 2025Q2: 229 shares; 2025Q3: not reported; 2025Q4: 1,293 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares 1,205 $292K 0.11% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $289K 0.11% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,709 shares; 2024Q4: 11,404 shares; 2025Q1: 12,502 shares; 2025Q2: 13,281 shares; 2025Q3: not reported; 2025Q4: 4,988 shares; 2026Q1: 5,003 shares; 2026Q2: 5,121 shares 5,121 $289K 0.1% +118 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 8,935 shares; 2025Q1: 11,887 shares; 2025Q2: 15,006 shares; 2025Q3: 508 shares; 2025Q4: 7,464 shares; 2026Q1: 8,096 shares; 2026Q2: 8,469 shares 8,469 $283K 0.1% +373 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,805 shares; 2024Q4: 9,101 shares; 2025Q1: 10,858 shares; 2025Q2: 12,053 shares; 2025Q3: 263 shares; 2025Q4: 3,028 shares; 2026Q1: 2,764 shares; 2026Q2: 2,725 shares 2,725 $282K 0.1% -39 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: 2,429 shares; 2024Q4: 2,618 shares; 2025Q1: 3,442 shares; 2025Q2: 4,075 shares; 2025Q3: 814 shares; 2025Q4: 1,225 shares; 2026Q1: 4,164 shares; 2026Q2: 3,062 shares 3,062 $281K 0.1% -1,102 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 733 shares; 2025Q3: 307 shares; 2025Q4: 2,708 shares; 2026Q1: 2,709 shares; 2026Q2: 2,783 shares 2,783 $275K 0.1% +74 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: 255 shares; 2024Q4: 1,635 shares; 2025Q1: 3,074 shares; 2025Q2: 4,644 shares; 2025Q3: 411 shares; 2025Q4: 1,898 shares; 2026Q1: 1,641 shares; 2026Q2: 1,728 shares 1,728 $274K 0.1% +87 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,813 shares; 2024Q4: 22,813 shares; 2025Q1: 23,081 shares; 2025Q2: 23,508 shares; 2025Q3: not reported; 2025Q4: 24,522 shares; 2026Q1: 24,811 shares; 2026Q2: 25,259 shares 25,259 $263K 0.1% +448 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,327 shares; 2024Q4: 14,823 shares; 2025Q1: 16,476 shares; 2025Q2: 18,886 shares; 2025Q3: 1,887 shares; 2025Q4: 7,682 shares; 2026Q1: 6,497 shares; 2026Q2: 6,391 shares 6,391 $258K 0.09% -106 Timeline FBT 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: 8,566 shares; 2024Q4: 1,203 shares; 2025Q1: 1,265 shares; 2025Q2: 1,257 shares; 2025Q3: 23 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 1,007 shares 1,007 $250K 0.09% +924 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: 1,576 shares; 2024Q4: 2,879 shares; 2025Q1: 3,374 shares; 2025Q2: 4,179 shares; 2025Q3: 170 shares; 2025Q4: 2,725 shares; 2026Q1: 2,990 shares; 2026Q2: 3,118 shares 3,118 $249K 0.09% +128 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,854 shares; 2025Q3: 846 shares; 2025Q4: 1,703 shares; 2026Q1: 1,703 shares; 2026Q2: 1,703 shares 1,703 $249K 0.09% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,192 shares; 2025Q1: 2,251 shares; 2025Q2: 2,288 shares; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 909 shares; 2026Q2: 1,047 shares 1,047 $249K 0.09% +138 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 2,166 shares; 2025Q1: 2,278 shares; 2025Q2: 2,545 shares; 2025Q3: 10 shares; 2025Q4: 2,197 shares; 2026Q1: 1,996 shares; 2026Q2: 1,961 shares 1,961 $248K 0.09% -35 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 277 shares; 2025Q2: 332 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 1,109 shares; 2026Q2: 1,318 shares 1,318 $248K 0.09% +209 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 3,917 shares; 2025Q1: 5,977 shares; 2025Q2: 7,741 shares; 2025Q3: 355 shares; 2025Q4: 2,931 shares; 2026Q1: 2,651 shares; 2026Q2: 3,232 shares 3,232 $248K 0.09% +581 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,355 shares; 2025Q3: 393 shares; 2025Q4: 2,654 shares; 2026Q1: 2,189 shares; 2026Q2: 2,180 shares 2,180 $245K 0.09% -9 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,452 shares; 2025Q1: 8,386 shares; 2025Q2: 1,537 shares; 2025Q3: 1,813 shares; 2025Q4: 600 shares; 2026Q1: not reported; 2026Q2: 3,588 shares 3,588 $241K 0.09% new 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: 8,233 shares; 2024Q4: 8,175 shares; 2025Q1: 9,509 shares; 2025Q2: 10,755 shares; 2025Q3: 359 shares; 2025Q4: 2,829 shares; 2026Q1: 2,732 shares; 2026Q2: 2,772 shares 2,772 $241K 0.09% +40 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 653 shares; 2025Q1: 838 shares; 2025Q2: 1,142 shares; 2025Q3: 133 shares; 2025Q4: 613 shares; 2026Q1: 630 shares; 2026Q2: 689 shares 689 $233K 0.08% +59 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,827 shares; 2026Q2: 1,819 shares 1,819 $232K 0.08% -8 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,416 shares; 2025Q1: 2,418 shares; 2025Q2: 4,395 shares; 2025Q3: not reported; 2025Q4: 4,366 shares; 2026Q1: 8,384 shares; 2026Q2: 8,401 shares 8,401 $231K 0.08% +17 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: 718 shares; 2025Q3: not reported; 2025Q4: 1,542 shares; 2026Q1: 1,894 shares; 2026Q2: 2,316 shares 2,316 $230K 0.08% +422 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 4,487 shares; 2025Q1: 7,427 shares; 2025Q2: 9,209 shares; 2025Q3: 331 shares; 2025Q4: 1,856 shares; 2026Q1: 1,826 shares; 2026Q2: 1,769 shares 1,769 $229K 0.08% -57 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 225 shares; 2025Q4: 1,337 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $228K 0.08% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,961 shares; 2025Q2: 23,288 shares; 2025Q3: 804 shares; 2025Q4: 5,153 shares; 2026Q1: 4,187 shares; 2026Q2: 4,363 shares 4,363 $228K 0.08% +176 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 2,419 shares; 2026Q2: 2,120 shares 2,120 $228K 0.08% -299 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 203 shares; 2025Q4: 1,444 shares; 2026Q1: 1,035 shares; 2026Q2: 1,141 shares 1,141 $228K 0.08% +106 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 1,808 shares; 2026Q2: 2,059 shares 2,059 $227K 0.08% +251 Timeline TRANSAMERICA LIFE INS CO TRANSAMERICA LIFE INS CO More: the full row for TRANSAMERICA LIFE INS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,031 shares; 2025Q3: not reported; 2025Q4: 279,031 shares; 2026Q1: not reported; 2026Q2: 279,031 shares 279,031 $224K 0.08% new 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: 13,781 shares; 2024Q4: 24,350 shares; 2025Q1: 38,131 shares; 2025Q2: 36,670 shares; 2025Q3: 1,275 shares; 2025Q4: 4,984 shares; 2026Q1: 3,887 shares; 2026Q2: 3,891 shares 3,891 $220K 0.08% +4 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: 4,989 shares; 2024Q4: 6,732 shares; 2025Q1: 8,672 shares; 2025Q2: 12,236 shares; 2025Q3: 184 shares; 2025Q4: 1,871 shares; 2026Q1: 751 shares; 2026Q2: 791 shares 791 $215K 0.08% +40 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 3,934 shares; 2025Q1: 3,423 shares; 2025Q2: 6,478 shares; 2025Q3: 258 shares; 2025Q4: 834 shares; 2026Q1: 464 shares; 2026Q2: 784 shares 784 $213K 0.08% +320 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 91 shares; 2025Q4: 430 shares; 2026Q1: 406 shares; 2026Q2: 425 shares 425 $210K 0.08% +19 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,177 shares; 2024Q4: 1,463 shares; 2025Q1: 2,091 shares; 2025Q2: 2,612 shares; 2025Q3: 34 shares; 2025Q4: 1,030 shares; 2026Q1: 960 shares; 2026Q2: 925 shares 925 $210K 0.08% -35 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 4,641 shares; 2025Q1: 6,125 shares; 2025Q2: 7,227 shares; 2025Q3: 578 shares; 2025Q4: 1,173 shares; 2026Q1: 1,105 shares; 2026Q2: 1,386 shares 1,386 $210K 0.08% +281 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: 20,560 shares; 2024Q4: 26,797 shares; 2025Q1: 31,051 shares; 2025Q2: 37,291 shares; 2025Q3: 1,982 shares; 2025Q4: 10,651 shares; 2026Q1: 6,184 shares; 2026Q2: 6,540 shares 6,540 $209K 0.08% +356 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 34 shares; 2025Q2: 1,339 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 248 shares 248 $208K 0.08% -130 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: 1,091 shares; 2024Q4: 1,206 shares; 2025Q1: 1,392 shares; 2025Q2: 2,105 shares; 2025Q3: 34 shares; 2025Q4: 629 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $208K 0.08% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $202K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 535 shares; 2025Q1: 639 shares; 2025Q2: 557 shares; 2025Q3: 28 shares; 2025Q4: 692 shares; 2026Q1: 655 shares; 2026Q2: 640 shares 640 $201K 0.07% -15 Timeline OGIG 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: 16,254 shares; 2024Q4: 20,810 shares; 2025Q1: 25,631 shares; 2025Q2: 28,721 shares; 2025Q3: 1,395 shares; 2025Q4: 5,983 shares; 2026Q1: 4,569 shares; 2026Q2: 4,493 shares 4,493 $200K 0.07% -76 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,666 shares; 2025Q1: 1,969 shares; 2025Q2: 2,091 shares; 2025Q3: 34 shares; 2025Q4: 356 shares; 2026Q1: 3,315 shares; 2026Q2: 3,341 shares 3,341 $199K 0.07% +26 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: 225 shares; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 482 shares; 2026Q1: 488 shares; 2026Q2: 524 shares 524 $197K 0.07% +36 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: 658 shares 658 $196K 0.07% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,616 shares; 2025Q1: 2,049 shares; 2025Q2: 2,311 shares; 2025Q3: 120 shares; 2025Q4: 1,090 shares; 2026Q1: 2,155 shares; 2026Q2: 2,745 shares 2,745 $196K 0.07% +590 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,856 shares; 2024Q4: 1,000 shares; 2025Q1: 2,228 shares; 2025Q2: 3,902 shares; 2025Q3: not reported; 2025Q4: 1,670 shares; 2026Q1: 642 shares; 2026Q2: 1,670 shares 1,670 $195K 0.07% +1,028 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,101 shares; 2026Q1: 897 shares; 2026Q2: 1,110 shares 1,110 $193K 0.07% +213 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: 4,466 shares; 2024Q4: 4,366 shares; 2025Q1: 7,150 shares; 2025Q2: 6,408 shares; 2025Q3: 459 shares; 2025Q4: 3,407 shares; 2026Q1: 2,657 shares; 2026Q2: 2,657 shares 2,657 $192K 0.07% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 3,768 shares; 2026Q1: 5,003 shares; 2026Q2: 5,814 shares 5,814 $192K 0.07% +811 Timeline LINCOLN NATL LIFE INS CO LINCOLN NATL LIFE INS CO More: the full row for LINCOLN NATL LIFE INS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $191K 0.07% new MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410 shares; 2024Q4: 4,728 shares; 2025Q1: 4,950 shares; 2025Q2: 5,347 shares; 2025Q3: 89 shares; 2025Q4: 1,322 shares; 2026Q1: 549 shares; 2026Q2: 1,172 shares 1,172 $190K 0.07% +623 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 246 shares; 2025Q4: 1,163 shares; 2026Q1: 1,114 shares; 2026Q2: 1,179 shares 1,179 $190K 0.07% +65 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,741 shares 3,741 $190K 0.07% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 2,721 shares; 2025Q1: 3,656 shares; 2025Q2: 4,206 shares; 2025Q3: 12 shares; 2025Q4: 1,154 shares; 2026Q1: 528 shares; 2026Q2: 1,078 shares 1,078 $189K 0.07% +550 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: 46 shares; 2024Q4: 40 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 194 shares 194 $188K 0.07% +58 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: not reported; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $188K 0.07% 0 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: 95 shares; 2024Q4: 166 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 23 shares; 2025Q4: 68 shares; 2026Q1: 139 shares; 2026Q2: 374 shares 374 $187K 0.07% +235 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,477 shares; 2026Q2: 2,717 shares 2,717 $187K 0.07% +240 Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,855 shares; 2025Q3: not reported; 2025Q4: 16,855 shares; 2026Q1: 16,855 shares; 2026Q2: 16,855 shares 16,855 $187K 0.07% 0 VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 483 shares; 2025Q2: 491 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares 1,345 $185K 0.07% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 5,992 shares; 2025Q1: 6,833 shares; 2025Q2: 7,049 shares; 2025Q3: 157 shares; 2025Q4: 2,663 shares; 2026Q1: 2,274 shares; 2026Q2: 1,957 shares 1,957 $181K 0.07% -317 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,163 shares; 2024Q4: 4,184 shares; 2025Q1: 5,037 shares; 2025Q2: 3,362 shares; 2025Q3: 76 shares; 2025Q4: 995 shares; 2026Q1: 732 shares; 2026Q2: 1,646 shares 1,646 $177K 0.06% +914 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: not reported; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares 2,235 $176K 0.06% 0 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: 3,363 shares; 2024Q4: 4,215 shares; 2025Q1: 4,255 shares; 2025Q2: 4,854 shares; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,041 shares; 2026Q2: 2,293 shares 2,293 $173K 0.06% +252 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 6,482 shares; 2025Q1: 7,027 shares; 2025Q2: 7,171 shares; 2025Q3: 4 shares; 2025Q4: 1,238 shares; 2026Q1: 639 shares; 2026Q2: 705 shares 705 $171K 0.06% +66 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 316 shares; 2025Q1: 300 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,253 shares; 2026Q2: 1,553 shares 1,553 $170K 0.06% +300 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares; 2026Q2: 896 shares 896 $170K 0.06% -1 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: 338 shares; 2024Q4: 435 shares; 2025Q1: 661 shares; 2025Q2: 663 shares; 2025Q3: not reported; 2025Q4: 1,339 shares; 2026Q1: 1,416 shares; 2026Q2: 6,085 shares 6,085 $167K 0.06% +4,669 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: 2,754 shares; 2024Q4: 3,069 shares; 2025Q1: 2,983 shares; 2025Q2: 4,848 shares; 2025Q3: 170 shares; 2025Q4: 3,418 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $167K 0.06% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,015 shares; 2024Q4: 9,748 shares; 2025Q1: 11,970 shares; 2025Q2: 16,555 shares; 2025Q3: 2,520 shares; 2025Q4: 3,855 shares; 2026Q1: 3,379 shares; 2026Q2: 3,416 shares 3,416 $166K 0.06% +37 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $166K 0.06% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 689 shares; 2025Q1: 1,329 shares; 2025Q2: 1,463 shares; 2025Q3: 4 shares; 2025Q4: 561 shares; 2026Q1: 411 shares; 2026Q2: 443 shares 443 $162K 0.06% +32 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: 3,808 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 570 shares 570 $162K 0.06% +326 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: 971 shares; 2024Q4: 1,340 shares; 2025Q1: 1,398 shares; 2025Q2: 1,465 shares; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 244 shares; 2026Q2: 255 shares 255 $162K 0.06% +11 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 726 shares; 2025Q1: 761 shares; 2025Q2: 251 shares; 2025Q3: 327 shares; 2025Q4: 795 shares; 2026Q1: 619 shares; 2026Q2: 642 shares 642 $159K 0.06% +23 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $159K 0.06% new Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 142 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 317 shares 317 $159K 0.06% -134 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $158K 0.06% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,893 shares; 2024Q4: 4,694 shares; 2025Q1: 5,642 shares; 2025Q2: 6,865 shares; 2025Q3: 384 shares; 2025Q4: 2,450 shares; 2026Q1: 915 shares; 2026Q2: 941 shares 941 $157K 0.06% +26 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,050 shares 14,050 $156K 0.06% new RWL 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: 1,394 shares; 2026Q1: 1,077 shares; 2026Q2: 1,219 shares 1,219 $156K 0.06% +142 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: 1,135 shares; 2024Q4: 1,280 shares; 2025Q1: 699 shares; 2025Q2: 2,204 shares; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $153K 0.06% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 1,944 shares; 2026Q2: 2,444 shares 2,444 $153K 0.06% +500 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: 975 shares; 2024Q4: 1,075 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 804 shares; 2026Q2: 839 shares 839 $152K 0.06% +35 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 5,816 shares; 2025Q1: 7,062 shares; 2025Q2: 9,104 shares; 2025Q3: 40 shares; 2025Q4: 1,787 shares; 2026Q1: 1,580 shares; 2026Q2: 2,607 shares 2,607 $150K 0.05% +1,027 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 821 shares; 2025Q1: 995 shares; 2025Q2: 1,074 shares; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 619 shares; 2026Q2: 629 shares 629 $150K 0.05% +10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,184 shares; 2024Q4: 6,435 shares; 2025Q1: 8,038 shares; 2025Q2: 10,036 shares; 2025Q3: 675 shares; 2025Q4: 2,457 shares; 2026Q1: 1,411 shares; 2026Q2: 1,605 shares 1,605 $149K 0.05% +194 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 226 shares; 2025Q1: 483 shares; 2025Q2: 554 shares; 2025Q3: 68 shares; 2025Q4: 764 shares; 2026Q1: 740 shares; 2026Q2: 1,170 shares 1,170 $148K 0.05% +430 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 4,251 shares; 2025Q1: 4,529 shares; 2025Q2: 4,740 shares; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 229 shares; 2026Q2: 1,899 shares 1,899 $147K 0.05% +1,670 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: 1,568 shares; 2024Q4: 5,754 shares; 2025Q1: 5,291 shares; 2025Q2: 7,529 shares; 2025Q3: not reported; 2025Q4: 5,315 shares; 2026Q1: 5,727 shares; 2026Q2: 4,623 shares 4,623 $147K 0.05% -1,104 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 2,433 shares; 2025Q1: 2,813 shares; 2025Q2: 3,132 shares; 2025Q3: 486 shares; 2025Q4: 1,344 shares; 2026Q1: 1,246 shares; 2026Q2: 1,303 shares 1,303 $146K 0.05% +57 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 240 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 2,020 shares; 2026Q2: 2,720 shares 2,720 $145K 0.05% +700 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 237 shares; 2025Q1: 295 shares; 2025Q2: 442 shares; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $143K 0.05% 0 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $141K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,726 shares; 2024Q4: 26,845 shares; 2025Q1: 32,401 shares; 2025Q2: 37,584 shares; 2025Q3: 2,526 shares; 2025Q4: 8,126 shares; 2026Q1: 1,105 shares; 2026Q2: 1,430 shares 1,430 $141K 0.05% +325 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: 8,010 shares; 2024Q4: 10,276 shares; 2025Q1: 12,205 shares; 2025Q2: 13,621 shares; 2025Q3: 5,720 shares; 2025Q4: 11,672 shares; 2026Q1: 9,742 shares; 2026Q2: 6,769 shares 6,769 $140K 0.05% -2,973 Timeline ZSL PROSHARES TR II More: the full row for PROSHARES 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: 4,359 shares; 2026Q2: 4,359 shares 4,359 $134K 0.05% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 6,895 shares; 2026Q2: 2,972 shares 2,972 $134K 0.05% -3,923 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 508 shares; 2025Q1: 718 shares; 2025Q2: 929 shares; 2025Q3: 6 shares; 2025Q4: 608 shares; 2026Q1: 568 shares; 2026Q2: 597 shares 597 $134K 0.05% +29 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 126 shares; 2025Q1: 196 shares; 2025Q2: 246 shares; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 65 shares; 2026Q2: 67 shares 67 $133K 0.05% +2 Timeline FDN 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: 1,267 shares; 2024Q4: 1,351 shares; 2025Q1: 1,434 shares; 2025Q2: 1,576 shares; 2025Q3: 47 shares; 2025Q4: 584 shares; 2026Q1: not reported; 2026Q2: 499 shares 499 $132K 0.05% new Timeline AIRR 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: 250 shares; 2025Q1: 460 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $132K 0.05% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 431 shares; 2025Q1: 439 shares; 2025Q2: 444 shares; 2025Q3: 328 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 395 shares 395 $131K 0.05% +4 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 293 shares; 2025Q3: 100 shares; 2025Q4: 514 shares; 2026Q1: 1,094 shares; 2026Q2: 1,509 shares 1,509 $129K 0.05% +415 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,089 shares; 2025Q1: 1,228 shares; 2025Q2: 2,007 shares; 2025Q3: 69 shares; 2025Q4: 502 shares; 2026Q1: 302 shares; 2026Q2: 502 shares 502 $129K 0.05% +200 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: 1,120 shares; 2024Q4: 1,720 shares; 2025Q1: 2,730 shares; 2025Q2: 5,141 shares; 2025Q3: not reported; 2025Q4: 2,437 shares; 2026Q1: 2,458 shares; 2026Q2: 2,464 shares 2,464 $128K 0.05% +6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 2,765 shares; 2025Q4: 7,276 shares; 2026Q1: 5,791 shares; 2026Q2: 6,272 shares 6,272 $126K 0.05% +481 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $126K 0.05% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,737 shares; 2025Q3: 320 shares; 2025Q4: 2,488 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares 1,345 $126K 0.05% 0 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: 2,000 shares; 2024Q4: 4,642 shares; 2025Q1: 10,992 shares; 2025Q2: 9,434 shares; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,038 shares; 2026Q2: 2,040 shares 2,040 $125K 0.05% +2 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: 3,695 shares; 2024Q4: 3,262 shares; 2025Q1: 3,482 shares; 2025Q2: 4,051 shares; 2025Q3: 40 shares; 2025Q4: 712 shares; 2026Q1: 376 shares; 2026Q2: 416 shares 416 $125K 0.05% +40 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: 3,264 shares; 2024Q4: 4,118 shares; 2025Q1: 4,976 shares; 2025Q2: 5,689 shares; 2025Q3: 515 shares; 2025Q4: 1,184 shares; 2026Q1: 285 shares; 2026Q2: 297 shares 297 $124K 0.05% +12 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 47 shares; 2025Q1: 308 shares; 2025Q2: 324 shares; 2025Q3: 15 shares; 2025Q4: 154 shares; 2026Q1: 425 shares; 2026Q2: 596 shares 596 $123K 0.04% +171 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: 6,251 shares; 2024Q4: 8,705 shares; 2025Q1: 10,782 shares; 2025Q2: 12,810 shares; 2025Q3: 1,028 shares; 2025Q4: 2,246 shares; 2026Q1: 309 shares; 2026Q2: 415 shares 415 $122K 0.04% +106 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,408 shares; 2025Q1: 1,414 shares; 2025Q2: 1,746 shares; 2025Q3: 150 shares; 2025Q4: 925 shares; 2026Q1: 913 shares; 2026Q2: 889 shares 889 $122K 0.04% -24 Timeline CWVX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 2,409 shares; 2026Q1: 7,610 shares; 2026Q2: 4,605 shares 4,605 $121K 0.04% -3,005 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 7,610 shares; 2026Q1: 10,942 shares; 2026Q2: 10,391 shares 10,391 $121K 0.04% -551 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: 8,011 shares; 2024Q4: 9,501 shares; 2025Q1: 12,722 shares; 2025Q2: 14,419 shares; 2025Q3: 240 shares; 2025Q4: 4,068 shares; 2026Q1: 2,787 shares; 2026Q2: 2,830 shares 2,830 $120K 0.04% +43 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,876 shares; 2025Q1: 5,008 shares; 2025Q2: 5,580 shares; 2025Q3: 200 shares; 2025Q4: 4,323 shares; 2026Q1: 474 shares; 2026Q2: 475 shares 475 $120K 0.04% +1 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,730 shares; 2026Q2: 8,730 shares 8,730 $118K 0.04% 0 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: 5,889 shares; 2024Q4: 5,446 shares; 2025Q1: 5,346 shares; 2025Q2: 4,771 shares; 2025Q3: not reported; 2025Q4: 3,086 shares; 2026Q1: 3,074 shares; 2026Q2: 2,208 shares 2,208 $117K 0.04% -866 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 9,347 shares; 2026Q1: 40,920 shares; 2026Q2: 9,383 shares 9,383 $117K 0.04% -31,537 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 6,565 shares; 2025Q1: 11,546 shares; 2025Q2: 13,979 shares; 2025Q3: 826 shares; 2025Q4: 1,767 shares; 2026Q1: 2,048 shares; 2026Q2: 1,624 shares 1,624 $117K 0.04% -424 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,905 shares; 2025Q1: 3,124 shares; 2025Q2: 3,374 shares; 2025Q3: 250 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,383 shares 1,383 $115K 0.04% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 5,405 shares; 2025Q1: 3,720 shares; 2025Q2: 4,925 shares; 2025Q3: 74 shares; 2025Q4: 1,749 shares; 2026Q1: 1,272 shares; 2026Q2: 1,513 shares 1,513 $113K 0.04% +241 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 665 shares; 2025Q1: 739 shares; 2025Q2: 965 shares; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 790 shares; 2026Q2: 1,086 shares 1,086 $113K 0.04% +296 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 101 shares; 2025Q2: 615 shares; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $112K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 18 shares; 2026Q2: 625 shares 625 $111K 0.04% +607 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 8,877 shares; 2026Q1: 59,949 shares; 2026Q2: 9,011 shares 9,011 $111K 0.04% -50,938 TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 792 shares; 2025Q1: 716 shares; 2025Q2: 944 shares; 2025Q3: 163 shares; 2025Q4: 612 shares; 2026Q1: 518 shares; 2026Q2: 550 shares 550 $111K 0.04% +32 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 1,753 shares; 2025Q1: 2,628 shares; 2025Q2: 3,008 shares; 2025Q3: 140 shares; 2025Q4: 2,031 shares; 2026Q1: 1,586 shares; 2026Q2: 1,623 shares 1,623 $111K 0.04% +37 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 1,914 shares; 2025Q1: 3,090 shares; 2025Q2: 4,804 shares; 2025Q3: 469 shares; 2025Q4: 1,290 shares; 2026Q1: 944 shares; 2026Q2: 963 shares 963 $111K 0.04% +19 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 4,705 shares; 2025Q1: 9,108 shares; 2025Q2: 12,831 shares; 2025Q3: 904 shares; 2025Q4: 2,312 shares; 2026Q1: 1,548 shares; 2026Q2: 1,578 shares 1,578 $110K 0.04% +30 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $109K 0.04% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,045 shares; 2024Q4: 10,443 shares; 2025Q1: 13,998 shares; 2025Q2: 19,060 shares; 2025Q3: 1,421 shares; 2025Q4: 3,922 shares; 2026Q1: 3,451 shares; 2026Q2: 3,178 shares 3,178 $108K 0.04% -273 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 37 shares; 2025Q1: 1,383 shares; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $107K 0.04% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 515 shares; 2025Q1: 633 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 1,206 shares; 2026Q2: 2,271 shares 2,271 $106K 0.04% +1,065 Timeline TFI 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: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares 2,299 $105K 0.04% 0 Timeline VVX V2X INC More: the full row for V2X 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: 1,391 shares 1,391 $104K 0.04% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 7,486 shares; 2025Q3: not reported; 2025Q4: 3,692 shares; 2026Q1: 3,069 shares; 2026Q2: 3,069 shares 3,069 $104K 0.04% 0 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: 797 shares; 2024Q4: 872 shares; 2025Q1: 647 shares; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: 1,165 shares; 2026Q1: 1,166 shares; 2026Q2: 1,166 shares 1,166 $103K 0.04% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,640 shares; 2025Q1: 1,656 shares; 2025Q2: 1,660 shares; 2025Q3: 203 shares; 2025Q4: 1,316 shares; 2026Q1: 1,318 shares; 2026Q2: 1,321 shares 1,321 $102K 0.04% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,293 shares; 2025Q1: 1,479 shares; 2025Q2: 2,026 shares; 2025Q3: 250 shares; 2025Q4: 1,652 shares; 2026Q1: 829 shares; 2026Q2: 1,061 shares 1,061 $102K 0.04% +232 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $101K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,978 shares; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 1,181 shares; 2026Q2: 1,461 shares 1,461 $99.9K 0.04% +280 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 2,142 shares; 2025Q1: 2,916 shares; 2025Q2: 3,047 shares; 2025Q3: not reported; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares; 2026Q2: 1,966 shares 1,966 $99.4K 0.04% 0 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,044 shares; 2025Q3: not reported; 2025Q4: 7,255 shares; 2026Q1: 18,358 shares; 2026Q2: 7,277 shares 7,277 $99.3K 0.04% -11,081 LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 4,072 shares; 2025Q1: 5,351 shares; 2025Q2: 6,503 shares; 2025Q3: 362 shares; 2025Q4: 1,193 shares; 2026Q1: 1,021 shares; 2026Q2: 906 shares 906 $98.8K 0.04% -115 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 1,154 shares; 2025Q1: 2,020 shares; 2025Q2: 3,495 shares; 2025Q3: 293 shares; 2025Q4: 959 shares; 2026Q1: 661 shares; 2026Q2: 676 shares 676 $98.8K 0.04% +15 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,689 shares; 2026Q1: 2,083 shares; 2026Q2: 1,967 shares 1,967 $97.9K 0.04% -116 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,607 shares; 2024Q4: 9,563 shares; 2025Q1: 8,756 shares; 2025Q2: 2,479 shares; 2025Q3: 1,265 shares; 2025Q4: 2,079 shares; 2026Q1: 1,465 shares; 2026Q2: 1,465 shares 1,465 $96.1K 0.03% 0 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 2,311 shares; 2025Q2: 2,836 shares; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $96.1K 0.03% 0 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,061 shares; 2025Q3: not reported; 2025Q4: 7,576 shares; 2026Q1: 44,697 shares; 2026Q2: 7,650 shares 7,650 $95.9K 0.03% -37,047 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: 3,445 shares; 2024Q4: 4,095 shares; 2025Q1: 5,010 shares; 2025Q2: 6,399 shares; 2025Q3: 1,229 shares; 2025Q4: 1,781 shares; 2026Q1: 1,961 shares; 2026Q2: 1,961 shares 1,961 $95.4K 0.03% 0 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: 1,229 shares; 2024Q4: 1,674 shares; 2025Q1: 2,074 shares; 2025Q2: 2,199 shares; 2025Q3: 86 shares; 2025Q4: 550 shares; 2026Q1: 420 shares; 2026Q2: 440 shares 440 $95.2K 0.03% +20 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 4,435 shares; 2025Q3: 268 shares; 2025Q4: 3,983 shares; 2026Q1: 12,194 shares; 2026Q2: 5,188 shares 5,188 $94.7K 0.03% -7,006 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 3,100 shares; 2025Q3: 300 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,200 shares 2,200 $94.3K 0.03% +100 Timeline KBE 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: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 800 shares; 2025Q4: 2,360 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $94.2K 0.03% 0 Timeline AMERICAN GENERAL LIFE AMERICAN GENERAL LIFE More: the full row for AMERICAN GENERAL LIFE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,670 shares; 2025Q3: not reported; 2025Q4: 174,670 shares; 2026Q1: not reported; 2026Q2: 174,670 shares 174,670 $94K 0.03% new FV 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,376 shares; 2025Q3: not reported; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares 1,232 $93.5K 0.03% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 3,382 shares; 2025Q1: 4,709 shares; 2025Q2: 9,916 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,431 shares 2,431 $92.3K 0.03% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,562 shares; 2025Q1: 4,699 shares; 2025Q2: 10,661 shares; 2025Q3: 1,160 shares; 2025Q4: 2,491 shares; 2026Q1: 1,970 shares; 2026Q2: 2,024 shares 2,024 $92.1K 0.03% +54 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 54 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 142 shares 142 $91.5K 0.03% +64 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,582 shares; 2025Q1: 2,909 shares; 2025Q2: 3,118 shares; 2025Q3: 82 shares; 2025Q4: 1,468 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $91.3K 0.03% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 887 shares; 2026Q1: 1,199 shares; 2026Q2: 1,784 shares 1,784 $91.1K 0.03% +585 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,044 shares; 2024Q4: 13,464 shares; 2025Q1: 16,450 shares; 2025Q2: 8,697 shares; 2025Q3: 308 shares; 2025Q4: 1,733 shares; 2026Q1: 979 shares; 2026Q2: 1,504 shares 1,504 $90.8K 0.03% +525 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 152 shares; 2025Q1: 133 shares; 2025Q2: 616 shares; 2025Q3: not reported; 2025Q4: 598 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $90.6K 0.03% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,242 shares; 2025Q1: 1,345 shares; 2025Q2: 1,465 shares; 2025Q3: 194 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 1,637 shares 1,637 $89.3K 0.03% +1,061 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: 520 shares 520 $88.8K 0.03% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 584 shares; 2025Q1: 609 shares; 2025Q2: 2,858 shares; 2025Q3: 81 shares; 2025Q4: 439 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $87.6K 0.03% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,619 shares; 2024Q4: 4,341 shares; 2025Q1: 5,362 shares; 2025Q2: 5,930 shares; 2025Q3: 687 shares; 2025Q4: 1,277 shares; 2026Q1: 906 shares; 2026Q2: 922 shares 922 $87.2K 0.03% +16 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: 100 shares; 2024Q4: 692 shares; 2025Q1: 1,219 shares; 2025Q2: 637 shares; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $85.8K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,789 shares; 2024Q4: 4,719 shares; 2025Q1: 5,406 shares; 2025Q2: 6,262 shares; 2025Q3: 83 shares; 2025Q4: 1,016 shares; 2026Q1: 875 shares; 2026Q2: 908 shares 908 $85.1K 0.03% +33 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: 2,160 shares; 2024Q4: 3,171 shares; 2025Q1: 3,502 shares; 2025Q2: 3,833 shares; 2025Q3: 239 shares; 2025Q4: 1,509 shares; 2026Q1: 1,171 shares; 2026Q2: 1,175 shares 1,175 $84.7K 0.03% +4 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $84.5K 0.03% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,921 shares; 2025Q1: 2,901 shares; 2025Q2: 6,845 shares; 2025Q3: 561 shares; 2025Q4: 1,268 shares; 2026Q1: 1,550 shares; 2026Q2: 1,975 shares 1,975 $83.7K 0.03% +425 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $82.7K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,274 shares; 2024Q4: 22,704 shares; 2025Q1: 22,177 shares; 2025Q2: 25,035 shares; 2025Q3: 2,434 shares; 2025Q4: 3,596 shares; 2026Q1: 3,673 shares; 2026Q2: 3,422 shares 3,422 $82.4K 0.03% -251 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,690 shares; 2025Q3: not reported; 2025Q4: 7,159 shares; 2026Q1: 78,615 shares; 2026Q2: 7,159 shares 7,159 $81.8K 0.03% -71,456 IBX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: not reported; 2026Q2: 2,735 shares 2,735 $80.7K 0.03% new Timeline WSBCO WESBANCO INC SHS REP 1/40 SH F More: the full row for WESBANCO INC SHS REP 1/40 SH F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $80.5K 0.03% new 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: 1,954 shares; 2024Q4: 2,138 shares; 2025Q1: 2,158 shares; 2025Q2: 3,646 shares; 2025Q3: 145 shares; 2025Q4: 607 shares; 2026Q1: 486 shares; 2026Q2: 508 shares 508 $80.3K 0.03% +22 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 127 shares; 2025Q1: 5,796 shares; 2025Q2: 6,977 shares; 2025Q3: 33 shares; 2025Q4: 1,221 shares; 2026Q1: 1,137 shares; 2026Q2: 1,267 shares 1,267 $79.5K 0.03% +130 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 1,862 shares; 2025Q1: 2,571 shares; 2025Q2: 3,292 shares; 2025Q3: 17 shares; 2025Q4: 152 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $79.1K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 1,030 shares; 2025Q1: 1,430 shares; 2025Q2: 1,491 shares; 2025Q3: 100 shares; 2025Q4: 453 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $77.7K 0.03% 0 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: 1,369 shares; 2024Q4: 1,824 shares; 2025Q1: 3,067 shares; 2025Q2: 5,635 shares; 2025Q3: 127 shares; 2025Q4: 1,098 shares; 2026Q1: 1,228 shares; 2026Q2: 1,229 shares 1,229 $76.6K 0.03% +1 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: 2,191 shares; 2024Q4: 1,860 shares; 2025Q1: 2,220 shares; 2025Q2: 3,840 shares; 2025Q3: not reported; 2025Q4: 1,880 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $76.4K 0.03% 0 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: 6,519 shares; 2024Q4: 4,140 shares; 2025Q1: 9,386 shares; 2025Q2: 8,584 shares; 2025Q3: 56 shares; 2025Q4: 3,123 shares; 2026Q1: 1,300 shares; 2026Q2: 1,339 shares 1,339 $76.3K 0.03% +39 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: 1,393 shares; 2024Q4: 1,866 shares; 2025Q1: 3,655 shares; 2025Q2: 4,227 shares; 2025Q3: 246 shares; 2025Q4: 654 shares; 2026Q1: 427 shares; 2026Q2: 434 shares 434 $76.3K 0.03% +7 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,484 shares; 2025Q1: 2,034 shares; 2025Q2: 1,009 shares; 2025Q3: 16 shares; 2025Q4: 398 shares; 2026Q1: 243 shares; 2026Q2: 271 shares 271 $76.2K 0.03% +28 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $76.1K 0.03% new Timeline AAM AAM More: the full row for AAM Quarterly shares; 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: 6,614 shares 6,614 $75.7K 0.03% new IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 3,074 shares; 2025Q3: 22 shares; 2025Q4: 1,371 shares; 2026Q1: 1,564 shares; 2026Q2: 1,822 shares 1,822 $75K 0.03% +258 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,247 shares; 2025Q1: 1,610 shares; 2025Q2: 1,632 shares; 2025Q3: 28 shares; 2025Q4: 476 shares; 2026Q1: 430 shares; 2026Q2: 417 shares 417 $74.9K 0.03% -13 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 236 shares 236 $74.6K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 228 shares; 2025Q1: 1,443 shares; 2025Q2: 1,393 shares; 2025Q3: not reported; 2025Q4: 1,407 shares; 2026Q1: 814 shares; 2026Q2: 812 shares 812 $74.5K 0.03% -2 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 8,916 shares; 2025Q1: not reported; 2025Q2: 62,874 shares; 2025Q3: 3,195 shares; 2025Q4: 10,974 shares; 2026Q1: 5,954 shares; 2026Q2: 5,954 shares 5,954 $74.4K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,992 shares; 2024Q4: 2,963 shares; 2025Q1: 1,828 shares; 2025Q2: 2,043 shares; 2025Q3: 362 shares; 2025Q4: 1,613 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares 1,477 $73.6K 0.03% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: not reported; 2025Q4: 2,462 shares; 2026Q1: 1,762 shares; 2026Q2: 1,932 shares 1,932 $73.5K 0.03% +170 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 2,832 shares; 2025Q1: 5,125 shares; 2025Q2: 6,356 shares; 2025Q3: 244 shares; 2025Q4: 1,368 shares; 2026Q1: 1,551 shares; 2026Q2: 1,630 shares 1,630 $72.6K 0.03% +79 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $72.6K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 848 shares; 2025Q1: 1,048 shares; 2025Q2: 1,102 shares; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $72.5K 0.03% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,011 shares; 2026Q2: 7,399 shares 7,399 $71.9K 0.03% -3,612 RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $71.8K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 5,078 shares; 2025Q1: 5,906 shares; 2025Q2: 7,109 shares; 2025Q3: 412 shares; 2025Q4: 1,380 shares; 2026Q1: 547 shares; 2026Q2: 549 shares 549 $71.7K 0.03% +2 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares; 2026Q2: 1,406 shares 1,406 $71.6K 0.03% +748 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $70.3K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,670 shares; 2025Q1: 2,444 shares; 2025Q2: 2,220 shares; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 859 shares; 2026Q2: 849 shares 849 $70.2K 0.03% -10 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $69.4K 0.03% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 363 shares; 2025Q1: 525 shares; 2025Q2: 697 shares; 2025Q3: not reported; 2025Q4: 184 shares; 2026Q1: 186 shares; 2026Q2: 191 shares 191 $69.3K 0.03% +5 Timeline WAT WATERS CORP More: the full row for WATERS 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: 122 shares; 2026Q2: 182 shares 182 $68.3K 0.02% +60 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $67.8K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,469 shares; 2024Q4: 6,504 shares; 2025Q1: 9,817 shares; 2025Q2: 11,226 shares; 2025Q3: 85 shares; 2025Q4: 1,916 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $67.1K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 4,662 shares; 2025Q1: 5,914 shares; 2025Q2: 6,802 shares; 2025Q3: 376 shares; 2025Q4: 362 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $66.3K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 301 shares; 2025Q1: 344 shares; 2025Q2: 366 shares; 2025Q3: 158 shares; 2025Q4: 873 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $64.6K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 3,483 shares; 2025Q3: not reported; 2025Q4: 1,212 shares; 2026Q1: 1,002 shares; 2026Q2: 1,562 shares 1,562 $64.5K 0.02% +560 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 158 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $64.3K 0.02% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 4,685 shares; 2025Q1: 5,165 shares; 2025Q2: 5,613 shares; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares; 2026Q2: 1,622 shares 1,622 $64.1K 0.02% -481 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 5,184 shares; 2026Q1: 22,677 shares; 2026Q2: 5,196 shares 5,196 $63.2K 0.02% -17,481 ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $63.2K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,981 shares; 2025Q1: 2,500 shares; 2025Q2: 2,886 shares; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $63.1K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 974 shares; 2025Q2: 1,015 shares; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $62.9K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 35 shares; 2025Q1: 79 shares; 2025Q2: 89 shares; 2025Q3: 5 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 37 shares 37 $62.8K 0.02% -7 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 2,419 shares; 2025Q1: 4,908 shares; 2025Q2: 5,744 shares; 2025Q3: not reported; 2025Q4: 3,156 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares 2,477 $62.6K 0.02% 0 Timeline OEFA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 1,888 shares; 2025Q3: 23 shares; 2025Q4: 980 shares; 2026Q1: 1,331 shares; 2026Q2: 1,813 shares 1,813 $62.5K 0.02% +482 Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; 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: 7,622 shares; 2026Q2: 5,861 shares 5,861 $62.5K 0.02% -1,761 WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $61.7K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 4,993 shares; 2025Q3: 217 shares; 2025Q4: 891 shares; 2026Q1: 457 shares; 2026Q2: 462 shares 462 $61.2K 0.02% +5 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares 254 $61.2K 0.02% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $60.8K 0.02% 0 Timeline UMBFO UMB FINL CORP DEP SHS REPSTG 1 More: the full row for UMB FINL CORP DEP SHS REPSTG 1 Quarterly shares; 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: 2,300 shares; 2026Q1: not reported; 2026Q2: 2,300 shares 2,300 $60.7K 0.02% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $60.6K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 380 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 15 shares; 2025Q4: 269 shares; 2026Q1: 239 shares; 2026Q2: 238 shares 238 $60.6K 0.02% -1 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: 7,939 shares; 2024Q4: 11,654 shares; 2025Q1: 2,253 shares; 2025Q2: 5,552 shares; 2025Q3: 491 shares; 2025Q4: 1,218 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $60.3K 0.02% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $60.2K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 2,386 shares; 2025Q1: 3,203 shares; 2025Q2: 146 shares; 2025Q3: 6 shares; 2025Q4: 188 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $60.1K 0.02% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,188 shares; 2025Q1: 1,194 shares; 2025Q2: 1,213 shares; 2025Q3: 242 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $58.4K 0.02% 0 Timeline QQQU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,701 shares; 2025Q1: 2,895 shares; 2025Q2: 3,829 shares; 2025Q3: 441 shares; 2025Q4: 1,062 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $57.4K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 52 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 93 shares 93 $57.4K 0.02% +86 Timeline FIRST TRUST PORTFLIOS LP FIRST TRUST PORTFLIOS LP More: the full row for FIRST TRUST PORTFLIOS 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: not reported; 2026Q1: not reported; 2026Q2: 5,664 shares 5,664 $57.3K 0.02% new ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $57.3K 0.02% 0 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,408 shares; 2024Q4: 13,615 shares; 2025Q1: 13,695 shares; 2025Q2: 9,095 shares; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $56.9K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 565 shares; 2025Q1: 759 shares; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 1,268 shares; 2026Q2: 1,189 shares 1,189 $56.5K 0.02% -79 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $56.1K 0.02% 0 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $56K 0.02% 0 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: 144 shares; 2026Q1: 125 shares; 2026Q2: 625 shares 625 $54.9K 0.02% +500 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 169 shares; 2025Q1: 269 shares; 2025Q2: 169 shares; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: not reported; 2026Q2: 691 shares 691 $54.9K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 123 shares; 2026Q2: 113 shares 113 $54.7K 0.02% -10 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,006 shares; 2025Q1: 4,226 shares; 2025Q2: 6,376 shares; 2025Q3: 761 shares; 2025Q4: 2,545 shares; 2026Q1: 2,470 shares; 2026Q2: 775 shares 775 $54.7K 0.02% -1,695 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 630 shares 630 $54.3K 0.02% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $54.1K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 93 shares; 2025Q1: 40 shares; 2025Q2: 136 shares; 2025Q3: 37 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 564 shares 564 $53.8K 0.02% +100 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 1,661 shares; 2026Q1: 2,262 shares; 2026Q2: 3,575 shares 3,575 $53.7K 0.02% +1,313 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,691 shares; 2024Q4: 30,509 shares; 2025Q1: 34,103 shares; 2025Q2: 30,129 shares; 2025Q3: 3,538 shares; 2025Q4: 7,268 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $53.4K 0.02% 0 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: 643 shares; 2024Q4: 813 shares; 2025Q1: 858 shares; 2025Q2: 1,090 shares; 2025Q3: 25 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $53.2K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 429 shares; 2025Q2: 224 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $52.5K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,286 shares; 2024Q4: 25,992 shares; 2025Q1: 33,242 shares; 2025Q2: 36,395 shares; 2025Q3: 3,009 shares; 2025Q4: 997 shares; 2026Q1: 1,304 shares; 2026Q2: 513 shares 513 $52.4K 0.02% -791 Timeline WTFCN WINTRUST FINL CORP DEP SHS REP More: the full row for WINTRUST FINL CORP DEP SHS REP Quarterly shares; 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: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $52.4K 0.02% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 370 shares; 2026Q2: 3,700 shares 3,700 $52.3K 0.02% +3,330 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 5,176 shares; 2025Q1: not reported; 2025Q2: 5,820 shares; 2025Q3: 416 shares; 2025Q4: 1,636 shares; 2026Q1: 1,308 shares; 2026Q2: 1,432 shares 1,432 $52.2K 0.02% +124 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 418 shares 418 $51.7K 0.02% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: not reported; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $51.7K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 862 shares; 2025Q1: 7,990 shares; 2025Q2: 10,107 shares; 2025Q3: 587 shares; 2025Q4: 3,437 shares; 2026Q1: 3,261 shares; 2026Q2: 447 shares 447 $51K 0.02% -2,814 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,540 shares; 2024Q4: 12,056 shares; 2025Q1: 12,261 shares; 2025Q2: 14,542 shares; 2025Q3: not reported; 2025Q4: 4,141 shares; 2026Q1: 3,660 shares; 2026Q2: 3,671 shares 3,671 $51K 0.02% +11 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 reported; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $50.5K 0.02% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 419 shares; 2025Q1: 423 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 984 shares; 2026Q2: 991 shares 991 $50.4K 0.02% +7 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 4,476 shares; 2025Q1: 5,953 shares; 2025Q2: 6,505 shares; 2025Q3: 237 shares; 2025Q4: 356 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $50.2K 0.02% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,923 shares; 2025Q1: 1,929 shares; 2025Q2: 5,828 shares; 2025Q3: 139 shares; 2025Q4: 1,817 shares; 2026Q1: 1,846 shares; 2026Q2: 1,850 shares 1,850 $50K 0.02% +4 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $49.8K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 70 shares; 2025Q1: 60 shares; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $49.4K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 4,730 shares; 2025Q1: 10,061 shares; 2025Q2: 5,777 shares; 2025Q3: not reported; 2025Q4: 960 shares; 2026Q1: 1,450 shares; 2026Q2: 974 shares 974 $49.2K 0.02% -476 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 632 shares; 2025Q3: 150 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $48.7K 0.02% 0 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: 2,864 shares; 2024Q4: not reported; 2025Q1: 3,979 shares; 2025Q2: 4,535 shares; 2025Q3: 361 shares; 2025Q4: 1,919 shares; 2026Q1: 1,241 shares; 2026Q2: 1,319 shares 1,319 $48.5K 0.02% +78 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: 432 shares; 2024Q4: 549 shares; 2025Q1: 753 shares; 2025Q2: 1,016 shares; 2025Q3: 87 shares; 2025Q4: 202 shares; 2026Q1: 121 shares; 2026Q2: 147 shares 147 $48.5K 0.02% +26 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,824 shares; 2024Q4: 75,484 shares; 2025Q1: 106,508 shares; 2025Q2: 72,997 shares; 2025Q3: 17,119 shares; 2025Q4: 5,142 shares; 2026Q1: 3,232 shares; 2026Q2: 1,550 shares 1,550 $48.4K 0.02% -1,682 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; 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: 758 shares; 2026Q1: 608 shares; 2026Q2: 708 shares 708 $48.1K 0.02% +100 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,692 shares; 2025Q1: 5,700 shares; 2025Q2: 5,714 shares; 2025Q3: not reported; 2025Q4: 5,264 shares; 2026Q1: 9,564 shares; 2026Q2: 5,554 shares 5,554 $48K 0.02% -4,010 FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $47.3K 0.02% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,941 shares; 2024Q4: not reported; 2025Q1: 9,573 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $47.2K 0.02% new Timeline IAI 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: 50 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $47.2K 0.02% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $47K 0.02% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,603 shares; 2024Q4: 38,190 shares; 2025Q1: 38,255 shares; 2025Q2: 35,615 shares; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: not reported; 2026Q2: 3,145 shares 3,145 $46.8K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 376 shares; 2026Q2: 393 shares 393 $46.5K 0.02% +17 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $46.3K 0.02% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,881 shares; 2024Q4: 16,108 shares; 2025Q1: 18,154 shares; 2025Q2: 21,913 shares; 2025Q3: 2,007 shares; 2025Q4: 5,239 shares; 2026Q1: 4,491 shares; 2026Q2: 303 shares 303 $46.1K 0.02% -4,188 Timeline EPP 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: 861 shares; 2026Q1: 861 shares; 2026Q2: 861 shares 861 $45.9K 0.02% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $45.6K 0.02% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 730 shares 730 $45.3K 0.02% +530 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 1,283 shares; 2026Q1: 1,283 shares; 2026Q2: 1,283 shares 1,283 $45.3K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $45K 0.02% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $44.8K 0.02% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 1,660 shares; 2025Q1: 2,295 shares; 2025Q2: 2,791 shares; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $44.4K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 350 shares; 2026Q2: 1,850 shares 1,850 $44.4K 0.02% +1,500 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: 213 shares; 2024Q4: 347 shares; 2025Q1: 574 shares; 2025Q2: 446 shares; 2025Q3: 4 shares; 2025Q4: 58 shares; 2026Q1: 29 shares; 2026Q2: 37 shares 37 $44.4K 0.02% +8 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 195 shares; 2025Q2: 9,580 shares; 2025Q3: 1,052 shares; 2025Q4: 1,722 shares; 2026Q1: 1,367 shares; 2026Q2: 381 shares 381 $44.3K 0.02% -986 Timeline