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: 3,485 shares; 2024Q4: 140,952 shares; 2025Q1: 139,822 shares; 2025Q2: 167,005 shares; 2025Q3: 173,031 shares; 2025Q4: 158,643 shares; 2026Q1: 240,635 shares; 2026Q2: 317,264 shares 317,264 $27.9M 5.42% +76,629 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: not reported; 2024Q4: 44,369 shares; 2025Q1: 44,004 shares; 2025Q2: 132,103 shares; 2025Q3: 175,527 shares; 2025Q4: 195,998 shares; 2026Q1: 153,700 shares; 2026Q2: 273,242 shares 273,242 $13.8M 2.68% +119,542 Timeline SPYD 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: 24,360 shares; 2025Q3: 57,627 shares; 2025Q4: 177,414 shares; 2026Q1: 134,597 shares; 2026Q2: 273,088 shares 273,088 $13M 2.53% +138,491 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: 56,035 shares; 2024Q4: 97,655 shares; 2025Q1: 97,113 shares; 2025Q2: 102,900 shares; 2025Q3: 107,127 shares; 2025Q4: 119,358 shares; 2026Q1: 121,836 shares; 2026Q2: 160,345 shares 160,345 $13M 2.53% +38,509 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,404 shares; 2025Q1: 17,274 shares; 2025Q2: 23,465 shares; 2025Q3: 25,005 shares; 2025Q4: 25,119 shares; 2026Q1: 25,187 shares; 2026Q2: 33,348 shares 33,348 $10.1M 1.96% +8,161 Timeline SPAB 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: 172,092 shares; 2025Q1: 170,181 shares; 2025Q2: 249,732 shares; 2025Q3: 268,710 shares; 2025Q4: 198,475 shares; 2026Q1: 195,159 shares; 2026Q2: 348,137 shares 348,137 $8.88M 1.73% +152,978 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 117,977 shares; 2025Q1: 117,045 shares; 2025Q2: 161,590 shares; 2025Q3: 174,810 shares; 2025Q4: 182,320 shares; 2026Q1: 190,008 shares; 2026Q2: 256,328 shares 256,328 $8.8M 1.71% +66,320 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: 13,751 shares; 2024Q4: 125,914 shares; 2025Q1: 125,020 shares; 2025Q2: 128,090 shares; 2025Q3: 134,989 shares; 2025Q4: 141,971 shares; 2026Q1: 151,093 shares; 2026Q2: 172,323 shares 172,323 $8.13M 1.58% +21,230 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: 104,642 shares; 2024Q4: 81,467 shares; 2025Q1: 81,467 shares; 2025Q2: 101,382 shares; 2025Q3: 102,894 shares; 2025Q4: 114,976 shares; 2026Q1: 132,781 shares; 2026Q2: 134,454 shares 134,454 $7.09M 1.38% +1,673 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,585 shares; 2024Q4: 27,728 shares; 2025Q1: 27,728 shares; 2025Q2: 26,777 shares; 2025Q3: 26,176 shares; 2025Q4: 26,723 shares; 2026Q1: 26,284 shares; 2026Q2: 24,480 shares 24,480 $7.08M 1.38% -1,804 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 7,126 shares; 2025Q1: 7,126 shares; 2025Q2: 7,365 shares; 2025Q3: 6,955 shares; 2025Q4: 6,939 shares; 2026Q1: 6,799 shares; 2026Q2: 13,770 shares 13,770 $6.89M 1.34% +6,971 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,599 shares; 2025Q1: 73,762 shares; 2025Q2: 110,188 shares; 2025Q3: 118,785 shares; 2025Q4: 95,701 shares; 2026Q1: 89,765 shares; 2026Q2: 141,260 shares 141,260 $6.62M 1.29% +51,495 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,647 shares; 2024Q4: 15,505 shares; 2025Q1: 15,505 shares; 2025Q2: 12,547 shares; 2025Q3: 12,377 shares; 2025Q4: 12,994 shares; 2026Q1: 12,790 shares; 2026Q2: 51,160 shares 51,160 $6.35M 1.23% +38,370 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,517 shares; 2024Q4: 245,009 shares; 2025Q1: 245,009 shares; 2025Q2: 170,168 shares; 2025Q3: 153,783 shares; 2025Q4: 136,919 shares; 2026Q1: 136,982 shares; 2026Q2: 125,465 shares 125,465 $6.32M 1.23% -11,517 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: 36,975 shares; 2024Q4: 37,690 shares; 2025Q1: 37,290 shares; 2025Q2: 37,925 shares; 2025Q3: 37,742 shares; 2025Q4: 37,008 shares; 2026Q1: 36,805 shares; 2026Q2: 30,951 shares 30,951 $6.19M 1.2% -5,854 Timeline UCON 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: 289,871 shares; 2024Q4: 211,339 shares; 2025Q1: 211,339 shares; 2025Q2: 196,457 shares; 2025Q3: 186,398 shares; 2025Q4: 182,220 shares; 2026Q1: 184,617 shares; 2026Q2: 238,069 shares 238,069 $5.92M 1.15% +53,452 Timeline 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: 31,010 shares; 2025Q1: 30,764 shares; 2025Q2: 43,024 shares; 2025Q3: 46,135 shares; 2025Q4: 76,279 shares; 2026Q1: 78,687 shares; 2026Q2: 45,523 shares 45,523 $5.82M 1.13% -33,164 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,701 shares; 2024Q4: 65,473 shares; 2025Q1: 65,473 shares; 2025Q2: 35,183 shares; 2025Q3: 46,438 shares; 2025Q4: 64,529 shares; 2026Q1: 96,743 shares; 2026Q2: 58,374 shares 58,374 $5.8M 1.13% -38,369 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: 11,096 shares; 2024Q4: 11,235 shares; 2025Q1: 11,235 shares; 2025Q2: 11,325 shares; 2025Q3: 11,693 shares; 2025Q4: 11,697 shares; 2026Q1: 11,858 shares; 2026Q2: 15,612 shares 15,612 $5.11M 0.99% +3,754 Timeline GOVI 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: 139,159 shares; 2025Q1: 137,570 shares; 2025Q2: 204,530 shares; 2025Q3: 221,937 shares; 2025Q4: 143,243 shares; 2026Q1: 42,380 shares; 2026Q2: 187,444 shares 187,444 $5.09M 0.99% +145,064 Timeline DFAT 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: 72,272 shares; 2026Q2: 71,642 shares 71,642 $5.01M 0.97% -630 Timeline CGMS 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: 159,090 shares; 2024Q4: 97,384 shares; 2025Q1: 96,144 shares; 2025Q2: 105,399 shares; 2025Q3: 108,260 shares; 2025Q4: 110,508 shares; 2026Q1: 110,996 shares; 2026Q2: 172,616 shares 172,616 $4.72M 0.92% +61,620 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,742 shares; 2024Q4: 74,742 shares; 2025Q1: 74,742 shares; 2025Q2: 74,742 shares; 2025Q3: 74,742 shares; 2025Q4: 74,742 shares; 2026Q1: 86,034 shares; 2026Q2: 96,794 shares 96,794 $4.71M 0.92% +10,760 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: 4,346 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,257 shares; 2025Q3: 4,338 shares; 2025Q4: 4,383 shares; 2026Q1: 4,565 shares; 2026Q2: 4,389 shares 4,389 $4.67M 0.91% -176 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: 92,956 shares; 2024Q4: 94,373 shares; 2025Q1: 94,373 shares; 2025Q2: 100,579 shares; 2025Q3: 101,977 shares; 2025Q4: 102,152 shares; 2026Q1: 104,647 shares; 2026Q2: 104,702 shares 104,702 $4.64M 0.9% +55 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: 7,626 shares; 2024Q4: 7,771 shares; 2025Q1: 7,646 shares; 2025Q2: 7,272 shares; 2025Q3: 6,792 shares; 2025Q4: 6,441 shares; 2026Q1: 6,347 shares; 2026Q2: 6,149 shares 6,149 $4.59M 0.89% -198 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: 9,593 shares; 2024Q4: 17,501 shares; 2025Q1: 17,501 shares; 2025Q2: 41,251 shares; 2025Q3: 36,744 shares; 2025Q4: 40,430 shares; 2026Q1: 30,778 shares; 2026Q2: 18,257 shares 18,257 $4.44M 0.86% -12,521 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,661 shares; 2026Q1: 179,646 shares; 2026Q2: 155,828 shares 155,828 $4.28M 0.83% -23,818 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,311 shares; 2026Q1: 29,573 shares; 2026Q2: 29,516 shares 29,516 $4.18M 0.81% -57 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: 21,241 shares; 2024Q4: 21,652 shares; 2025Q1: 21,652 shares; 2025Q2: 24,879 shares; 2025Q3: 18,582 shares; 2025Q4: 19,243 shares; 2026Q1: 18,465 shares; 2026Q2: 11,674 shares 11,674 $4.17M 0.81% -6,791 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: 5,700 shares; 2024Q4: 4,792 shares; 2025Q1: 4,792 shares; 2025Q2: 5,467 shares; 2025Q3: 5,136 shares; 2025Q4: 4,826 shares; 2026Q1: 4,843 shares; 2026Q2: 5,538 shares 5,538 $4.15M 0.81% +695 Timeline JMEE 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: 14,924 shares; 2025Q1: 14,782 shares; 2025Q2: 22,670 shares; 2025Q3: 24,396 shares; 2025Q4: 36,398 shares; 2026Q1: 44,604 shares; 2026Q2: 48,412 shares 48,412 $3.78M 0.73% +3,808 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,605 shares; 2026Q1: 140,438 shares; 2026Q2: 134,940 shares 134,940 $3.56M 0.69% -5,498 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: 11,529 shares; 2024Q4: 11,483 shares; 2025Q1: 11,483 shares; 2025Q2: 10,803 shares; 2025Q3: 10,750 shares; 2025Q4: 10,842 shares; 2026Q1: 10,659 shares; 2026Q2: 8,915 shares 8,915 $3.33M 0.65% -1,744 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: 1,739 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,634 shares; 2025Q3: 5,298 shares; 2025Q4: 1,760 shares; 2026Q1: 1,943 shares; 2026Q2: 11,369 shares 11,369 $3.2M 0.62% +9,426 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: 11,894 shares; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 23,261 shares; 2025Q3: 23,179 shares; 2025Q4: 23,347 shares; 2026Q1: 23,095 shares; 2026Q2: 27,041 shares 27,041 $3.06M 0.6% +3,946 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: 15,586 shares; 2024Q4: 17,634 shares; 2025Q1: 17,634 shares; 2025Q2: 16,690 shares; 2025Q3: 15,672 shares; 2025Q4: 15,299 shares; 2026Q1: 15,644 shares; 2026Q2: 12,848 shares 12,848 $3.06M 0.6% -2,796 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,887 shares; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 2,053 shares; 2026Q2: 24,268 shares 24,268 $3.03M 0.59% +22,215 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,197 shares; 2026Q1: 113,437 shares; 2026Q2: 134,707 shares 134,707 $3.01M 0.58% +21,270 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; 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: 111,054 shares; 2026Q2: 116,848 shares 116,848 $2.99M 0.58% +5,794 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,904 shares 39,904 $2.99M 0.58% new Timeline FLMI 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: 83,408 shares; 2026Q1: 100,206 shares; 2026Q2: 117,916 shares 117,916 $2.97M 0.58% +17,710 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,846 shares; 2026Q1: 71,231 shares; 2026Q2: 71,231 shares 71,231 $2.9M 0.56% 0 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: 23,139 shares; 2024Q4: 26,501 shares; 2025Q1: 26,501 shares; 2025Q2: 63,797 shares; 2025Q3: 61,605 shares; 2025Q4: 66,644 shares; 2026Q1: 65,449 shares; 2026Q2: 58,760 shares 58,760 $2.9M 0.56% -6,689 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,800 shares; 2025Q3: 109,460 shares; 2025Q4: 115,486 shares; 2026Q1: 117,910 shares; 2026Q2: 173,956 shares 173,956 $2.87M 0.56% +56,046 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: 5,736 shares; 2024Q4: 10,986 shares; 2025Q1: 10,986 shares; 2025Q2: 11,508 shares; 2025Q3: 11,058 shares; 2025Q4: 10,964 shares; 2026Q1: 10,614 shares; 2026Q2: 66,497 shares 66,497 $2.87M 0.56% +55,883 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,801 shares; 2024Q4: 389,136 shares; 2025Q1: 389,062 shares; 2025Q2: 295,820 shares; 2025Q3: 205,930 shares; 2025Q4: 183,028 shares; 2026Q1: 178,084 shares; 2026Q2: 114,049 shares 114,049 $2.86M 0.56% -64,035 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,135 shares; 2026Q1: 138,150 shares; 2026Q2: 158,435 shares 158,435 $2.82M 0.55% +20,285 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: 4,681 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,786 shares; 2025Q3: 4,872 shares; 2025Q4: 4,271 shares; 2026Q1: 4,189 shares; 2026Q2: 3,666 shares 3,666 $2.7M 0.52% -523 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,866 shares; 2024Q4: 65,262 shares; 2025Q1: 65,262 shares; 2025Q2: 40,910 shares; 2025Q3: 40,962 shares; 2025Q4: 47,179 shares; 2026Q1: 45,692 shares; 2026Q2: 44,143 shares 44,143 $2.68M 0.52% -1,549 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: 3,042 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 7,374 shares; 2025Q3: 8,288 shares; 2025Q4: 7,840 shares; 2026Q1: 7,513 shares; 2026Q2: 7,260 shares 7,260 $2.67M 0.52% -253 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares; 2026Q1: 19,600 shares; 2026Q2: 27,453 shares 27,453 $2.65M 0.51% +7,853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,750 shares; 2026Q2: 54,487 shares 54,487 $2.63M 0.51% +36,737 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,039 shares; 2025Q3: 94,268 shares; 2025Q4: 122,651 shares; 2026Q1: 145,554 shares; 2026Q2: 50,851 shares 50,851 $2.56M 0.5% -94,703 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 969 shares; 2025Q3: 885 shares; 2025Q4: 887 shares; 2026Q1: 943 shares; 2026Q2: 2,112 shares 2,112 $2.53M 0.49% +1,169 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,317 shares; 2026Q2: 14,462 shares 14,462 $2.46M 0.48% +8,145 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,795 shares; 2024Q4: 17,017 shares; 2025Q1: 17,017 shares; 2025Q2: 116,885 shares; 2025Q3: 122,283 shares; 2025Q4: 128,387 shares; 2026Q1: 139,114 shares; 2026Q2: 45,791 shares 45,791 $2.42M 0.47% -93,323 Timeline IDMO 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: 5,785 shares; 2026Q1: 5,235 shares; 2026Q2: 39,210 shares 39,210 $2.36M 0.46% +33,975 Timeline GWX 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: 42,271 shares; 2025Q1: 41,951 shares; 2025Q2: 57,729 shares; 2025Q3: 60,392 shares; 2025Q4: 62,100 shares; 2026Q1: 49,716 shares; 2026Q2: 53,000 shares 53,000 $2.32M 0.45% +3,284 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: 8,492 shares; 2024Q4: 8,438 shares; 2025Q1: 8,438 shares; 2025Q2: 8,267 shares; 2025Q3: 7,962 shares; 2025Q4: 7,616 shares; 2026Q1: 7,817 shares; 2026Q2: 6,256 shares 6,256 $2.32M 0.45% -1,561 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: 1,877 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 5,415 shares; 2025Q3: 2,401 shares; 2025Q4: 4,294 shares; 2026Q1: 4,005 shares; 2026Q2: 5,297 shares 5,297 $2.23M 0.43% +1,292 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: 8,088 shares; 2024Q4: 7,103 shares; 2025Q1: 7,103 shares; 2025Q2: 6,256 shares; 2025Q3: 6,167 shares; 2025Q4: 6,444 shares; 2026Q1: 6,522 shares; 2026Q2: 15,466 shares 15,466 $2.11M 0.41% +8,944 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,097 shares; 2024Q4: 25,013 shares; 2025Q1: 25,013 shares; 2025Q2: 18,204 shares; 2025Q3: 17,619 shares; 2025Q4: 16,609 shares; 2026Q1: 15,942 shares; 2026Q2: 14,408 shares 14,408 $2.11M 0.41% -1,534 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: 24,150 shares; 2024Q4: 21,731 shares; 2025Q1: 21,731 shares; 2025Q2: 19,383 shares; 2025Q3: 31,863 shares; 2025Q4: 31,745 shares; 2026Q1: 18,817 shares; 2026Q2: 18,973 shares 18,973 $2.04M 0.4% +156 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: 38,371 shares; 2024Q4: 22,683 shares; 2025Q1: 22,683 shares; 2025Q2: 14,535 shares; 2025Q3: 13,227 shares; 2025Q4: 13,204 shares; 2026Q1: 25,934 shares; 2026Q2: 50,128 shares 50,128 $2.03M 0.4% +24,194 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: 5,601 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,405 shares; 2025Q3: 5,358 shares; 2025Q4: 10,804 shares; 2026Q1: 10,847 shares; 2026Q2: 10,604 shares 10,604 $2.02M 0.39% -243 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,884 shares; 2024Q4: 7,042 shares; 2025Q1: 7,042 shares; 2025Q2: 6,582 shares; 2025Q3: 6,629 shares; 2025Q4: 12,027 shares; 2026Q1: 7,998 shares; 2026Q2: 6,033 shares 6,033 $2.02M 0.39% -1,965 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: 33,724 shares; 2024Q4: 29,581 shares; 2025Q1: 29,581 shares; 2025Q2: 29,443 shares; 2025Q3: 28,909 shares; 2025Q4: 30,365 shares; 2026Q1: 28,434 shares; 2026Q2: 28,021 shares 28,021 $2M 0.39% -413 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,981 shares; 2024Q4: 27,843 shares; 2025Q1: 27,843 shares; 2025Q2: 47,965 shares; 2025Q3: 49,133 shares; 2025Q4: 51,948 shares; 2026Q1: 53,278 shares; 2026Q2: 53,365 shares 53,365 $1.97M 0.38% +87 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,956 shares; 2024Q4: 64,408 shares; 2025Q1: 64,408 shares; 2025Q2: 45,430 shares; 2025Q3: 44,987 shares; 2025Q4: 47,397 shares; 2026Q1: 45,698 shares; 2026Q2: 42,418 shares 42,418 $1.96M 0.38% -3,280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 1,196 shares; 2025Q4: 1,288 shares; 2026Q1: 3,210 shares; 2026Q2: 4,107 shares 4,107 $1.96M 0.38% +897 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,638 shares; 2026Q1: 12,346 shares; 2026Q2: 18,895 shares 18,895 $1.95M 0.38% +6,549 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: 8,685 shares; 2024Q4: 4,583 shares; 2025Q1: 4,583 shares; 2025Q2: 27,280 shares; 2025Q3: 14,688 shares; 2025Q4: 13,812 shares; 2026Q1: 20,294 shares; 2026Q2: 21,296 shares 21,296 $1.92M 0.37% +1,002 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: 6,145 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,744 shares; 2025Q3: 6,687 shares; 2025Q4: 6,659 shares; 2026Q1: 6,818 shares; 2026Q2: 7,072 shares 7,072 $1.78M 0.35% +254 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: 35,672 shares; 2024Q4: 35,926 shares; 2025Q1: 35,926 shares; 2025Q2: 38,973 shares; 2025Q3: 38,577 shares; 2025Q4: 38,380 shares; 2026Q1: 38,384 shares; 2026Q2: 32,822 shares 32,822 $1.78M 0.35% -5,562 Timeline IPKW 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: 7,739 shares; 2025Q4: 7,669 shares; 2026Q1: 8,008 shares; 2026Q2: 31,111 shares 31,111 $1.75M 0.34% +23,103 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,470 shares; 2025Q4: 12,469 shares; 2026Q1: 12,721 shares; 2026Q2: 23,365 shares 23,365 $1.74M 0.34% +10,644 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,260 shares; 2024Q4: 41,946 shares; 2025Q1: 41,946 shares; 2025Q2: 38,894 shares; 2025Q3: 49,966 shares; 2025Q4: 67,541 shares; 2026Q1: 23,318 shares; 2026Q2: 40,545 shares 40,545 $1.72M 0.33% +17,227 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: 41,455 shares; 2024Q4: 12,222 shares; 2025Q1: 12,186 shares; 2025Q2: 13,498 shares; 2025Q3: 12,809 shares; 2025Q4: 14,737 shares; 2026Q1: 14,531 shares; 2026Q2: 12,431 shares 12,431 $1.66M 0.32% -2,100 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,993 shares; 2024Q4: 15,454 shares; 2025Q1: 15,454 shares; 2025Q2: 8,390 shares; 2025Q3: 7,532 shares; 2025Q4: 9,673 shares; 2026Q1: 7,424 shares; 2026Q2: 7,532 shares 7,532 $1.65M 0.32% +108 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,459 shares; 2025Q3: 2,482 shares; 2025Q4: 2,540 shares; 2026Q1: 2,567 shares; 2026Q2: 2,490 shares 2,490 $1.63M 0.32% -77 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,934 shares; 2024Q4: 7,934 shares; 2025Q1: 7,934 shares; 2025Q2: 7,764 shares; 2025Q3: 7,519 shares; 2025Q4: 7,214 shares; 2026Q1: 6,422 shares; 2026Q2: 11,723 shares 11,723 $1.61M 0.31% +5,301 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,621 shares; 2026Q2: 89,882 shares 89,882 $1.61M 0.31% +75,261 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: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 2,776 shares; 2025Q3: 2,948 shares; 2025Q4: 7,545 shares; 2026Q1: 15,652 shares; 2026Q2: 16,051 shares 16,051 $1.55M 0.3% +399 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,458 shares; 2025Q1: 9,458 shares; 2025Q2: 17,591 shares; 2025Q3: 17,350 shares; 2025Q4: 17,085 shares; 2026Q1: 17,345 shares; 2026Q2: 8,955 shares 8,955 $1.52M 0.3% -8,390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares; 2026Q1: 7,947 shares; 2026Q2: 8,027 shares 8,027 $1.51M 0.29% +80 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 11,128 shares; 2025Q2: 18,243 shares; 2025Q3: 18,597 shares; 2025Q4: 41,145 shares; 2026Q1: 88,081 shares; 2026Q2: 29,836 shares 29,836 $1.5M 0.29% -58,245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 7,254 shares; 2026Q1: 13,579 shares; 2026Q2: 13,911 shares 13,911 $1.48M 0.29% +332 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: 4,971 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 3,363 shares; 2025Q3: 3,573 shares; 2025Q4: 3,837 shares; 2026Q1: 4,049 shares; 2026Q2: 5,699 shares 5,699 $1.45M 0.28% +1,650 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 43,749 shares; 2026Q1: 43,569 shares; 2026Q2: 56,603 shares 56,603 $1.43M 0.28% +13,034 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: 1,688 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,832 shares; 2025Q3: 1,765 shares; 2025Q4: 1,649 shares; 2026Q1: 1,728 shares; 2026Q2: 2,512 shares 2,512 $1.41M 0.27% +784 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: 11,440 shares; 2024Q4: 11,189 shares; 2025Q1: 11,189 shares; 2025Q2: 15,820 shares; 2025Q3: 19,895 shares; 2025Q4: 19,867 shares; 2026Q1: 24,110 shares; 2026Q2: 27,756 shares 27,756 $1.4M 0.27% +3,646 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: 69,050 shares; 2024Q4: 44,996 shares; 2025Q1: 44,914 shares; 2025Q2: 43,621 shares; 2025Q3: 45,338 shares; 2025Q4: 45,353 shares; 2026Q1: 33,733 shares; 2026Q2: 32,768 shares 32,768 $1.39M 0.27% -965 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: 1,718 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 2,406 shares; 2025Q3: 2,266 shares; 2025Q4: 2,422 shares; 2026Q1: 2,543 shares; 2026Q2: 3,632 shares 3,632 $1.37M 0.27% +1,089 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,629 shares; 2024Q4: 42,554 shares; 2025Q1: 42,554 shares; 2025Q2: 54,444 shares; 2025Q3: 43,877 shares; 2025Q4: 42,490 shares; 2026Q1: 46,158 shares; 2026Q2: 26,706 shares 26,706 $1.35M 0.26% -19,452 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: 1,633 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 2,410 shares; 2025Q3: 2,373 shares; 2025Q4: 2,505 shares; 2026Q1: 2,287 shares; 2026Q2: 3,498 shares 3,498 $1.31M 0.25% +1,211 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,674 shares; 2025Q4: 11,430 shares; 2026Q1: 11,934 shares; 2026Q2: 11,903 shares 11,903 $1.28M 0.25% -31 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: 3,736 shares; 2024Q4: 14,267 shares; 2025Q1: 14,267 shares; 2025Q2: 6,297 shares; 2025Q3: 4,792 shares; 2025Q4: 5,036 shares; 2026Q1: 3,160 shares; 2026Q2: 4,261 shares 4,261 $1.28M 0.25% +1,101 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: 5,125 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,182 shares; 2025Q3: 5,185 shares; 2025Q4: 5,093 shares; 2026Q1: 5,169 shares; 2026Q2: 5,156 shares 5,156 $1.23M 0.24% -13 Timeline JBBB 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: 31,182 shares; 2025Q3: 43,405 shares; 2025Q4: 42,087 shares; 2026Q1: 38,479 shares; 2026Q2: 25,311 shares 25,311 $1.2M 0.23% -13,168 Timeline QTEC 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: 3,882 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,712 shares; 2025Q3: 3,762 shares; 2025Q4: 3,726 shares; 2026Q1: 3,611 shares; 2026Q2: 3,568 shares 3,568 $1.19M 0.23% -43 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,042 shares; 2025Q1: 3,042 shares; 2025Q2: 1,655 shares; 2025Q3: 1,650 shares; 2025Q4: 1,677 shares; 2026Q1: 1,746 shares; 2026Q2: 1,737 shares 1,737 $1.19M 0.23% -9 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: 28,513 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares; 2025Q2: 28,580 shares; 2025Q3: 29,268 shares; 2025Q4: 29,484 shares; 2026Q1: 29,841 shares; 2026Q2: 17,190 shares 17,190 $1.17M 0.23% -12,651 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: 8,862 shares; 2024Q4: 9,018 shares; 2025Q1: 9,018 shares; 2025Q2: 8,585 shares; 2025Q3: 8,487 shares; 2025Q4: 8,491 shares; 2026Q1: 3,222 shares; 2026Q2: 3,223 shares 3,223 $1.17M 0.23% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,102 shares; 2024Q4: 12,103 shares; 2025Q1: 12,103 shares; 2025Q2: 11,212 shares; 2025Q3: 10,666 shares; 2025Q4: 10,582 shares; 2026Q1: 11,124 shares; 2026Q2: 20,439 shares 20,439 $1.15M 0.22% +9,315 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,881 shares; 2024Q4: 69,237 shares; 2025Q1: 69,237 shares; 2025Q2: 71,749 shares; 2025Q3: 69,318 shares; 2025Q4: 75,148 shares; 2026Q1: 89,127 shares; 2026Q2: 49,793 shares 49,793 $1.14M 0.22% -39,334 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,589 shares; 2026Q1: 9,871 shares; 2026Q2: 10,134 shares 10,134 $1.12M 0.22% +263 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,421 shares; 2025Q3: 27,339 shares; 2025Q4: 31,300 shares; 2026Q1: 36,391 shares; 2026Q2: 32,883 shares 32,883 $1.11M 0.22% -3,508 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: 1,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,104 shares; 2026Q2: 1,911 shares 1,911 $1.11M 0.22% +807 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: 6,496 shares 6,496 $1.11M 0.22% new 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: 1,988 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 2,170 shares; 2025Q3: 2,156 shares; 2025Q4: 2,236 shares; 2026Q1: 2,271 shares; 2026Q2: 2,118 shares 2,118 $1.1M 0.21% -153 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: 2,883 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 4,863 shares; 2025Q3: 4,687 shares; 2025Q4: 6,065 shares; 2026Q1: 7,582 shares; 2026Q2: 7,399 shares 7,399 $1.1M 0.21% -183 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: 88,263 shares; 2024Q4: 41,768 shares; 2025Q1: 41,768 shares; 2025Q2: 12,608 shares; 2025Q3: 13,031 shares; 2025Q4: 13,062 shares; 2026Q1: 14,312 shares; 2026Q2: 17,769 shares 17,769 $1.09M 0.21% +3,457 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,940 shares; 2024Q4: 31,925 shares; 2025Q1: 31,868 shares; 2025Q2: 41,529 shares; 2025Q3: 40,518 shares; 2025Q4: 48,480 shares; 2026Q1: 21,019 shares; 2026Q2: 23,086 shares 23,086 $1.09M 0.21% +2,067 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: 2,583 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,661 shares; 2025Q3: 2,718 shares; 2025Q4: 2,744 shares; 2026Q1: 2,835 shares; 2026Q2: 3,067 shares 3,067 $1.08M 0.21% +232 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: 19,420 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 5,959 shares; 2025Q3: 5,221 shares; 2025Q4: 6,081 shares; 2026Q1: 6,041 shares; 2026Q2: 6,087 shares 6,087 $1.08M 0.21% +46 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,240 shares; 2025Q1: 4,240 shares; 2025Q2: 16,117 shares; 2025Q3: 14,901 shares; 2025Q4: 15,540 shares; 2026Q1: 14,780 shares; 2026Q2: 13,982 shares 13,982 $1.06M 0.21% -798 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,730 shares; 2024Q4: 28,630 shares; 2025Q1: 28,630 shares; 2025Q2: 29,949 shares; 2025Q3: 29,109 shares; 2025Q4: 35,439 shares; 2026Q1: 38,291 shares; 2026Q2: 37,765 shares 37,765 $1.05M 0.2% -526 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,709 shares 57,709 $1.04M 0.2% 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: 15,414 shares; 2024Q4: 15,426 shares; 2025Q1: 15,426 shares; 2025Q2: 15,872 shares; 2025Q3: 16,136 shares; 2025Q4: 16,575 shares; 2026Q1: 16,620 shares; 2026Q2: 11,866 shares 11,866 $1.03M 0.2% -4,754 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,908 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 12,456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,836 shares; 2026Q2: 37,330 shares 37,330 $1.01M 0.2% +17,494 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: 2,352 shares; 2025Q4: 6,498 shares; 2026Q1: 8,544 shares; 2026Q2: 7,896 shares 7,896 $1.01M 0.2% -648 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,280 shares; 2025Q4: 7,521 shares; 2026Q1: 4,004 shares; 2026Q2: 3,317 shares 3,317 $1M 0.2% -687 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,332 shares; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 5,262 shares; 2025Q3: 5,000 shares; 2025Q4: 5,898 shares; 2026Q1: 5,708 shares; 2026Q2: 5,673 shares 5,673 $984K 0.19% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,157 shares; 2026Q1: 11,832 shares; 2026Q2: 11,860 shares 11,860 $982K 0.19% +28 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: 43,671 shares; 2024Q4: 39,263 shares; 2025Q1: 39,263 shares; 2025Q2: 45,177 shares; 2025Q3: 66,476 shares; 2025Q4: 50,355 shares; 2026Q1: 39,233 shares; 2026Q2: 6,970 shares 6,970 $973K 0.19% -32,263 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,917 shares; 2024Q4: 24,921 shares; 2025Q1: 24,921 shares; 2025Q2: 21,039 shares; 2025Q3: 21,027 shares; 2025Q4: 21,027 shares; 2026Q1: 20,256 shares; 2026Q2: 19,246 shares 19,246 $970K 0.19% -1,010 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,859 shares; 2025Q4: 5,165 shares; 2026Q1: 5,391 shares; 2026Q2: 3,510 shares 3,510 $969K 0.19% -1,881 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: 2,871 shares; 2024Q4: 2,517 shares; 2025Q1: 2,517 shares; 2025Q2: 2,708 shares; 2025Q3: 7,716 shares; 2025Q4: 7,642 shares; 2026Q1: 7,942 shares; 2026Q2: 5,813 shares 5,813 $963K 0.19% -2,129 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,875 shares; 2025Q1: 7,875 shares; 2025Q2: 6,743 shares; 2025Q3: 7,214 shares; 2025Q4: 20,326 shares; 2026Q1: 14,597 shares; 2026Q2: 15,722 shares 15,722 $963K 0.19% +1,125 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 48,950 shares 48,950 $962K 0.19% new 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: 6,358 shares; 2025Q4: 7,212 shares; 2026Q1: 16,210 shares; 2026Q2: 15,929 shares 15,929 $960K 0.19% -281 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: 2,156 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,223 shares; 2025Q3: 2,313 shares; 2025Q4: 2,202 shares; 2026Q1: 2,486 shares; 2026Q2: 3,527 shares 3,527 $954K 0.19% +1,041 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 6,093 shares; 2026Q1: 6,228 shares; 2026Q2: 5,366 shares 5,366 $946K 0.18% -862 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: 3,425 shares; 2024Q4: 3,423 shares; 2025Q1: 3,423 shares; 2025Q2: 4,507 shares; 2025Q3: 4,626 shares; 2025Q4: 4,050 shares; 2026Q1: 4,889 shares; 2026Q2: 11,611 shares 11,611 $944K 0.18% +6,722 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,846 shares; 2025Q3: 1,842 shares; 2025Q4: 1,760 shares; 2026Q1: 1,504 shares; 2026Q2: 2,727 shares 2,727 $936K 0.18% +1,223 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: 2,164 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 1,974 shares; 2025Q3: 2,060 shares; 2025Q4: 2,072 shares; 2026Q1: 1,901 shares; 2026Q2: 2,626 shares 2,626 $926K 0.18% +725 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 487 shares; 2025Q4: 486 shares; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $912K 0.18% new 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: 101,550 shares; 2024Q4: 88,056 shares; 2025Q1: 88,056 shares; 2025Q2: 95,571 shares; 2025Q3: 95,999 shares; 2025Q4: 125,824 shares; 2026Q1: 65,761 shares; 2026Q2: 65,569 shares 65,569 $911K 0.18% -192 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: 4,493 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 4,680 shares; 2025Q3: 4,720 shares; 2025Q4: 4,938 shares; 2026Q1: 10,098 shares; 2026Q2: 7,944 shares 7,944 $907K 0.18% -2,154 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,847 shares; 2025Q1: 3,432 shares; 2025Q2: 4,304 shares; 2025Q3: 4,661 shares; 2025Q4: 4,789 shares; 2026Q1: 4,954 shares; 2026Q2: 4,257 shares 4,257 $906K 0.18% -697 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,656 shares; 2024Q4: 13,488 shares; 2025Q1: 13,488 shares; 2025Q2: 25,491 shares; 2025Q3: 38,723 shares; 2025Q4: 38,723 shares; 2026Q1: 14,857 shares; 2026Q2: 14,658 shares 14,658 $885K 0.17% -199 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: 1,513 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 4,197 shares; 2025Q3: 4,564 shares; 2025Q4: 4,028 shares; 2026Q1: 2,215 shares; 2026Q2: 3,530 shares 3,530 $877K 0.17% +1,315 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: 642 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 597 shares; 2025Q3: 598 shares; 2025Q4: 652 shares; 2026Q1: 662 shares; 2026Q2: 934 shares 934 $874K 0.17% +272 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares; 2026Q2: 2,556 shares 2,556 $872K 0.17% -608 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 4,350 shares; 2025Q4: 5,861 shares; 2026Q1: 13,682 shares; 2026Q2: 11,422 shares 11,422 $851K 0.17% -2,260 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,701 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 3,649 shares; 2025Q3: 3,645 shares; 2025Q4: 4,385 shares; 2026Q1: 4,247 shares; 2026Q2: 4,241 shares 4,241 $850K 0.17% -6 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 846 shares; 2025Q3: 1,652 shares; 2025Q4: 701 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $848K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 7,477 shares; 2026Q2: 7,881 shares 7,881 $848K 0.16% +404 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: 19,439 shares; 2024Q4: 19,231 shares; 2025Q1: 17,831 shares; 2025Q2: 18,348 shares; 2025Q3: 18,437 shares; 2025Q4: 17,867 shares; 2026Q1: 18,002 shares; 2026Q2: 13,403 shares 13,403 $834K 0.16% -4,599 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,075 shares; 2024Q4: 16,355 shares; 2025Q1: 16,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,421 shares; 2026Q2: 88,513 shares 88,513 $831K 0.16% +14,092 Timeline JBND 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: 11,877 shares; 2024Q4: 9,889 shares; 2025Q1: 9,889 shares; 2025Q2: 11,400 shares; 2025Q3: 11,864 shares; 2025Q4: 15,946 shares; 2026Q1: 16,343 shares; 2026Q2: 15,514 shares 15,514 $830K 0.16% -829 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: 4,445 shares; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 3,610 shares; 2025Q3: 3,619 shares; 2025Q4: 4,051 shares; 2026Q1: 4,131 shares; 2026Q2: 5,595 shares 5,595 $820K 0.16% +1,464 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,899 shares; 2024Q4: 102,775 shares; 2025Q1: 102,775 shares; 2025Q2: 67,443 shares; 2025Q3: 65,519 shares; 2025Q4: 51,839 shares; 2026Q1: 50,305 shares; 2026Q2: 40,253 shares 40,253 $820K 0.16% -10,052 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares; 2026Q2: 412 shares 412 $820K 0.16% -135 Timeline XSMO 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: 22,198 shares; 2024Q4: 21,423 shares; 2025Q1: 21,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,745 shares; 2026Q2: 8,745 shares 8,745 $819K 0.16% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,237 shares; 2025Q1: 1,212 shares; 2025Q2: 1,262 shares; 2025Q3: 1,232 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,631 shares 1,631 $810K 0.16% +448 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 15,189 shares; 2025Q1: 15,189 shares; 2025Q2: 17,404 shares; 2025Q3: 16,976 shares; 2025Q4: 18,500 shares; 2026Q1: 27,647 shares; 2026Q2: 27,425 shares 27,425 $794K 0.15% -222 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,380 shares; 2024Q4: 18,848 shares; 2025Q1: 18,848 shares; 2025Q2: 12,653 shares; 2025Q3: 12,272 shares; 2025Q4: 9,420 shares; 2026Q1: 9,035 shares; 2026Q2: 7,712 shares 7,712 $777K 0.15% -1,323 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: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,270 shares; 2026Q2: 2,711 shares 2,711 $762K 0.15% +1,441 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,434 shares; 2025Q3: 12,609 shares; 2025Q4: 12,079 shares; 2026Q1: 11,689 shares; 2026Q2: 10,541 shares 10,541 $757K 0.15% -1,148 Timeline HELO 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: 14,039 shares; 2024Q4: 14,425 shares; 2025Q1: 14,425 shares; 2025Q2: 13,594 shares; 2025Q3: 12,539 shares; 2025Q4: 10,780 shares; 2026Q1: 10,849 shares; 2026Q2: 11,189 shares 11,189 $756K 0.15% +340 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: 15,876 shares; 2024Q4: 12,735 shares; 2025Q1: 12,735 shares; 2025Q2: 12,717 shares; 2025Q3: 12,729 shares; 2025Q4: 12,780 shares; 2026Q1: 12,935 shares; 2026Q2: 12,629 shares 12,629 $754K 0.15% -306 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; 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: 48,586 shares; 2026Q2: 95,728 shares 95,728 $741K 0.14% +47,142 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: 1,614 shares; 2024Q4: 1,662 shares; 2025Q1: 1,662 shares; 2025Q2: 1,527 shares; 2025Q3: 1,583 shares; 2025Q4: 1,642 shares; 2026Q1: 1,616 shares; 2026Q2: 1,434 shares 1,434 $736K 0.14% -182 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: 4,153 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,508 shares; 2025Q3: 4,199 shares; 2025Q4: 4,247 shares; 2026Q1: 4,363 shares; 2026Q2: 2,075 shares 2,075 $707K 0.14% -2,288 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,147 shares; 2025Q3: 1,061 shares; 2025Q4: 1,069 shares; 2026Q1: 1,219 shares; 2026Q2: 2,610 shares 2,610 $702K 0.14% +1,391 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: 1,623 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,810 shares; 2025Q3: 1,795 shares; 2025Q4: 2,043 shares; 2026Q1: 2,039 shares; 2026Q2: 2,247 shares 2,247 $681K 0.13% +208 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: 1,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: not reported; 2026Q2: 2,998 shares 2,998 $681K 0.13% new 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: 7,599 shares; 2026Q1: 13,039 shares; 2026Q2: 13,417 shares 13,417 $679K 0.13% +378 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares; 2026Q2: 584 shares 584 $674K 0.13% -90 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares; 2025Q4: 1,538 shares; 2026Q1: 1,516 shares; 2026Q2: 2,525 shares 2,525 $643K 0.12% +1,009 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,902 shares; 2025Q3: 9,462 shares; 2025Q4: not reported; 2026Q1: 6,867 shares; 2026Q2: 12,107 shares 12,107 $622K 0.12% +5,240 Timeline FLLA 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: 16,069 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 22,307 shares; 2025Q3: 22,460 shares; 2025Q4: 23,780 shares; 2026Q1: 23,143 shares; 2026Q2: 23,230 shares 23,230 $616K 0.12% +87 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,111 shares; 2026Q2: 8,023 shares 8,023 $611K 0.12% -88 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,976 shares; 2026Q2: 3,214 shares 3,214 $610K 0.12% +1,238 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,404 shares 1,404 $608K 0.12% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,883 shares; 2025Q3: 17,431 shares; 2025Q4: 16,747 shares; 2026Q1: 19,445 shares; 2026Q2: 19,518 shares 19,518 $607K 0.12% +73 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 5,402 shares; 2026Q2: 7,970 shares 7,970 $607K 0.12% +2,568 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: 303 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 644 shares; 2025Q3: 567 shares; 2025Q4: 3,940 shares; 2026Q1: 4,551 shares; 2026Q2: 8,447 shares 8,447 $603K 0.12% +3,896 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: 2,024 shares 2,024 $603K 0.12% new Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,736 shares 50,736 $601K 0.12% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 828 shares 828 $599K 0.12% new 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: 4,029 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,221 shares; 2025Q3: 3,029 shares; 2025Q4: 2,888 shares; 2026Q1: 2,830 shares; 2026Q2: 2,728 shares 2,728 $595K 0.12% -102 Timeline GCOW 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: 18,272 shares; 2024Q4: 18,175 shares; 2025Q1: 16,575 shares; 2025Q2: 16,631 shares; 2025Q3: 17,183 shares; 2025Q4: 16,633 shares; 2026Q1: 17,256 shares; 2026Q2: 13,628 shares 13,628 $590K 0.11% -3,628 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,825 shares; 2026Q1: 3,020 shares; 2026Q2: 6,294 shares 6,294 $588K 0.11% +3,274 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 3,199 shares; 2025Q3: 1,200 shares; 2025Q4: 2,512 shares; 2026Q1: 1,700 shares; 2026Q2: 2,650 shares 2,650 $586K 0.11% +950 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: 15,531 shares; 2024Q4: 16,026 shares; 2025Q1: 13,826 shares; 2025Q2: 13,493 shares; 2025Q3: 13,229 shares; 2025Q4: 13,128 shares; 2026Q1: 13,228 shares; 2026Q2: 12,855 shares 12,855 $572K 0.11% -373 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: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 6,485 shares 6,485 $570K 0.11% +5,342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,485 shares 6,485 $569K 0.11% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 789 shares; 2025Q1: 751 shares; 2025Q2: 1,079 shares; 2025Q3: 1,014 shares; 2025Q4: 1,047 shares; 2026Q1: 1,114 shares; 2026Q2: 1,429 shares 1,429 $568K 0.11% +315 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 13,880 shares; 2026Q1: 51,812 shares; 2026Q2: 71,601 shares 71,601 $566K 0.11% +19,789 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,480 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 10,167 shares; 2025Q3: 8,592 shares; 2025Q4: 6,782 shares; 2026Q1: 6,407 shares; 2026Q2: 11,035 shares 11,035 $557K 0.11% +4,628 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: 9,195 shares; 2024Q4: 9,370 shares; 2025Q1: 9,370 shares; 2025Q2: 12,463 shares; 2025Q3: 13,812 shares; 2025Q4: 14,933 shares; 2026Q1: 10,498 shares; 2026Q2: 10,360 shares 10,360 $554K 0.11% -138 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,905 shares; 2025Q3: 15,600 shares; 2025Q4: 15,735 shares; 2026Q1: 15,693 shares; 2026Q2: 10,353 shares 10,353 $551K 0.11% -5,340 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,650 shares; 2026Q2: 45,078 shares 45,078 $551K 0.11% -10,572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,763 shares 5,763 $550K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $545K 0.11% new Timeline PWB 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: 11,097 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 2,593 shares; 2025Q3: 2,170 shares; 2025Q4: 2,153 shares; 2026Q1: 2,023 shares; 2026Q2: 3,223 shares 3,223 $543K 0.11% +1,200 Timeline AIVC AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,286 shares; 2026Q2: 4,694 shares 4,694 $542K 0.11% +1,408 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 3,991 shares; 2025Q4: 1,202 shares; 2026Q1: 1,216 shares; 2026Q2: 3,227 shares 3,227 $541K 0.11% +2,011 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 3,734 shares; 2026Q2: 5,261 shares 5,261 $535K 0.1% +1,527 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,939 shares 3,939 $534K 0.1% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,047 shares; 2026Q2: 11,810 shares 11,810 $531K 0.1% +6,763 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: 14,896 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 10,644 shares; 2025Q3: 10,485 shares; 2025Q4: 10,303 shares; 2026Q1: 10,193 shares; 2026Q2: 9,826 shares 9,826 $529K 0.1% -367 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $526K 0.1% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $525K 0.1% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,319 shares; 2025Q1: 7,319 shares; 2025Q2: 7,272 shares; 2025Q3: 5,689 shares; 2025Q4: 5,658 shares; 2026Q1: 5,075 shares; 2026Q2: 4,483 shares 4,483 $523K 0.1% -592 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,362 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 6,812 shares 6,812 $520K 0.1% +3,442 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,117 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 5,229 shares; 2025Q3: 5,187 shares; 2025Q4: 5,234 shares; 2026Q1: 5,097 shares; 2026Q2: 5,335 shares 5,335 $510K 0.1% +238 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 38,300 shares; 2026Q2: 24,195 shares 24,195 $509K 0.1% -14,105 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 746 shares; 2026Q2: 662 shares 662 $502K 0.1% -84 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,236 shares; 2026Q1: 20,793 shares; 2026Q2: 21,976 shares 21,976 $501K 0.1% +1,183 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,378 shares; 2025Q3: 3,067 shares; 2025Q4: 3,367 shares; 2026Q1: 3,367 shares; 2026Q2: 3,195 shares 3,195 $499K 0.1% -172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $494K 0.1% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares; 2026Q2: 7,994 shares 7,994 $492K 0.1% +3,009 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,893 shares; 2026Q2: 9,473 shares 9,473 $491K 0.1% -420 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,949 shares; 2026Q1: 9,049 shares; 2026Q2: 9,905 shares 9,905 $489K 0.1% +856 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares; 2026Q1: 1,637 shares; 2026Q2: 1,679 shares 1,679 $478K 0.09% +42 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares 952 $477K 0.09% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,024 shares; 2026Q1: 2,285 shares; 2026Q2: 2,483 shares 2,483 $476K 0.09% +198 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,211 shares; 2026Q1: 4,293 shares; 2026Q2: 4,320 shares 4,320 $471K 0.09% +27 Timeline FLBR 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: 20,689 shares; 2024Q4: 22,529 shares; 2025Q1: 22,529 shares; 2025Q2: 24,197 shares; 2025Q3: 24,459 shares; 2025Q4: 24,879 shares; 2026Q1: 22,408 shares; 2026Q2: 22,010 shares 22,010 $471K 0.09% -398 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,687 shares; 2024Q4: 8,487 shares; 2025Q1: 8,487 shares; 2025Q2: 8,345 shares; 2025Q3: 8,110 shares; 2025Q4: 7,458 shares; 2026Q1: 7,659 shares; 2026Q2: 7,930 shares 7,930 $467K 0.09% +271 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $466K 0.09% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,586 shares; 2026Q2: 3,885 shares 3,885 $463K 0.09% +299 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,404 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,001 shares; 2025Q3: 1,909 shares; 2025Q4: 1,636 shares; 2026Q1: 1,673 shares; 2026Q2: 1,585 shares 1,585 $461K 0.09% -88 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,567 shares; 2024Q4: 8,363 shares; 2025Q1: 8,363 shares; 2025Q2: 14,447 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,555 shares 18,555 $461K 0.09% new 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: 170 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 217 shares; 2025Q3: 181 shares; 2025Q4: 116 shares; 2026Q1: 122 shares; 2026Q2: 271 shares 271 $460K 0.09% +149 Timeline DFAU 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: 10,646 shares; 2025Q3: 7,193 shares; 2025Q4: 8,848 shares; 2026Q1: 8,848 shares; 2026Q2: 8,848 shares 8,848 $457K 0.09% 0 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: 783 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 763 shares; 2025Q3: 762 shares; 2025Q4: 764 shares; 2026Q1: 759 shares; 2026Q2: 719 shares 719 $456K 0.09% -40 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,640 shares; 2025Q3: 6,529 shares; 2025Q4: 6,231 shares; 2026Q1: 6,282 shares; 2026Q2: 5,887 shares 5,887 $453K 0.09% -395 Timeline DFUS 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 5,407 shares; 2025Q3: 5,532 shares; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares; 2026Q2: 5,489 shares 5,489 $450K 0.09% -44 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,670 shares; 2026Q2: 12,885 shares 12,885 $448K 0.09% +4,215 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,173 shares 5,173 $445K 0.09% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,044 shares; 2026Q1: 5,378 shares; 2026Q2: 5,572 shares 5,572 $442K 0.09% +194 Timeline UDIV 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: 5,445 shares; 2024Q4: 6,111 shares; 2025Q1: 6,111 shares; 2025Q2: 6,613 shares; 2025Q3: 6,716 shares; 2025Q4: 6,781 shares; 2026Q1: 6,953 shares; 2026Q2: 7,300 shares 7,300 $439K 0.09% +347 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,566 shares 12,566 $438K 0.09% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,554 shares; 2025Q3: 2,523 shares; 2025Q4: 3,418 shares; 2026Q1: 2,712 shares; 2026Q2: 3,656 shares 3,656 $435K 0.08% +944 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 9,581 shares; 2025Q1: 9,581 shares; 2025Q2: 13,926 shares; 2025Q3: 14,295 shares; 2025Q4: 11,014 shares; 2026Q1: 7,594 shares; 2026Q2: 9,324 shares 9,324 $435K 0.08% +1,730 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 4,050 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 2,750 shares 2,750 $432K 0.08% -900 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,414 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 5,088 shares; 2025Q3: 5,008 shares; 2025Q4: 6,290 shares; 2026Q1: 6,103 shares; 2026Q2: 4,033 shares 4,033 $421K 0.08% -2,070 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,562 shares; 2025Q4: 1,564 shares; 2026Q1: 1,565 shares; 2026Q2: 2,356 shares 2,356 $421K 0.08% +791 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,122 shares 1,122 $416K 0.08% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,601 shares 71,601 $411K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,514 shares 6,514 $410K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,732 shares; 2025Q4: 4,538 shares; 2026Q1: 5,547 shares; 2026Q2: 5,127 shares 5,127 $407K 0.08% -420 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY 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: 4,600 shares; 2026Q2: 5,719 shares 5,719 $406K 0.08% +1,119 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 2,373 shares 2,373 $399K 0.08% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $395K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,069 shares; 2026Q1: 10,974 shares; 2026Q2: 11,738 shares 11,738 $393K 0.08% +764 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,549 shares; 2025Q1: 22,127 shares; 2025Q2: 33,786 shares; 2025Q3: 34,632 shares; 2025Q4: 38,458 shares; 2026Q1: 16,763 shares; 2026Q2: 18,024 shares 18,024 $390K 0.08% +1,261 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: 3,374 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,227 shares; 2025Q3: 1,136 shares; 2025Q4: 1,107 shares; 2026Q1: 1,108 shares; 2026Q2: 1,095 shares 1,095 $388K 0.08% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,277 shares 7,277 $387K 0.08% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 4,434 shares; 2025Q4: 4,556 shares; 2026Q1: 2,546 shares; 2026Q2: 2,290 shares 2,290 $386K 0.07% -256 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,113 shares; 2025Q3: 1,252 shares; 2025Q4: 1,482 shares; 2026Q1: 1,550 shares; 2026Q2: 1,586 shares 1,586 $385K 0.07% +36 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,255 shares; 2024Q4: 11,045 shares; 2025Q1: 11,045 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,879 shares; 2026Q2: 17,524 shares 17,524 $384K 0.07% -355 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,918 shares; 2024Q4: 18,384 shares; 2025Q1: 18,384 shares; 2025Q2: 3,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,791 shares 6,791 $384K 0.07% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 7,071 shares; 2025Q3: 7,335 shares; 2025Q4: 5,583 shares; 2026Q1: 6,742 shares; 2026Q2: 7,514 shares 7,514 $383K 0.07% +772 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,185 shares; 2025Q4: 1,177 shares; 2026Q1: 1,122 shares; 2026Q2: 1,557 shares 1,557 $382K 0.07% +435 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 8,112 shares 8,112 $380K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 422 shares; 2026Q1: 471 shares; 2026Q2: 275 shares 275 $380K 0.07% -196 Timeline CALF 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: 54,461 shares; 2024Q4: 25,439 shares; 2025Q1: 24,639 shares; 2025Q2: 11,066 shares; 2025Q3: 10,391 shares; 2025Q4: 9,991 shares; 2026Q1: 9,991 shares; 2026Q2: 7,491 shares 7,491 $379K 0.07% -2,500 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,383 shares 18,383 $377K 0.07% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,725 shares 5,725 $372K 0.07% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,153 shares 5,153 $370K 0.07% new Timeline LONZ 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: 9,471 shares; 2025Q1: 9,302 shares; 2025Q2: 15,902 shares; 2025Q3: 16,521 shares; 2025Q4: 22,748 shares; 2026Q1: 24,885 shares; 2026Q2: 7,453 shares 7,453 $368K 0.07% -17,432 Timeline MLPA 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: 5,840 shares; 2025Q4: 7,197 shares; 2026Q1: 7,085 shares; 2026Q2: 6,867 shares 6,867 $364K 0.07% -218 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,559 shares 3,559 $361K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $356K 0.07% new 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: 2,313 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,435 shares; 2025Q3: 2,459 shares; 2025Q4: 2,597 shares; 2026Q1: 2,484 shares; 2026Q2: 2,413 shares 2,413 $354K 0.07% -71 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: 4,102 shares 4,102 $354K 0.07% new Timeline ANGL 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: 34,579 shares; 2025Q1: 34,264 shares; 2025Q2: 50,783 shares; 2025Q3: 55,473 shares; 2025Q4: 63,648 shares; 2026Q1: 61,369 shares; 2026Q2: 12,095 shares 12,095 $354K 0.07% -49,274 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,050 shares 5,050 $352K 0.07% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,821 shares; 2025Q3: 8,628 shares; 2025Q4: 9,629 shares; 2026Q1: 11,425 shares; 2026Q2: 8,706 shares 8,706 $350K 0.07% -2,719 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: 1,493 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,681 shares; 2025Q3: 1,440 shares; 2025Q4: 1,509 shares; 2026Q1: 1,557 shares; 2026Q2: 1,565 shares 1,565 $349K 0.07% +8 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,293 shares; 2025Q4: 3,283 shares; 2026Q1: 4,553 shares; 2026Q2: 3,658 shares 3,658 $346K 0.07% -895 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,190 shares; 2026Q2: 8,432 shares 8,432 $343K 0.07% +2,242 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,403 shares; 2025Q3: 3,248 shares; 2025Q4: 3,530 shares; 2026Q1: 3,995 shares; 2026Q2: 3,548 shares 3,548 $339K 0.07% -447 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares; 2026Q1: 3,233 shares; 2026Q2: 4,227 shares 4,227 $338K 0.07% +994 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 43,100 shares; 2026Q1: not reported; 2026Q2: 15,177 shares 15,177 $335K 0.07% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,237 shares; 2024Q4: 8,223 shares; 2025Q1: 8,223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,320 shares; 2026Q2: 14,181 shares 14,181 $335K 0.07% -139 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,462 shares; 2024Q4: 30,241 shares; 2025Q1: 30,241 shares; 2025Q2: not reported; 2025Q3: 30,042 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,428 shares 29,428 $333K 0.06% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 890 shares 890 $331K 0.06% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,186 shares; 2026Q1: 1,272 shares; 2026Q2: 1,146 shares 1,146 $325K 0.06% -126 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,116 shares; 2026Q2: 1,977 shares 1,977 $324K 0.06% -139 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 27,743 shares 27,743 $323K 0.06% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,207 shares 6,207 $322K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 605 shares; 2026Q1: 608 shares; 2026Q2: 450 shares 450 $321K 0.06% -158 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: 3,020 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 2,819 shares; 2025Q3: 3,062 shares; 2025Q4: 3,283 shares; 2026Q1: 3,164 shares; 2026Q2: 3,351 shares 3,351 $321K 0.06% +187 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 7,503 shares 7,503 $320K 0.06% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,299 shares; 2026Q2: 6,354 shares 6,354 $319K 0.06% +55 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 14,825 shares 14,825 $317K 0.06% new 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: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,916 shares; 2026Q1: not reported; 2026Q2: 4,102 shares 4,102 $316K 0.06% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,835 shares; 2026Q2: 10,316 shares 10,316 $316K 0.06% -519 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares; 2026Q1: 7,094 shares; 2026Q2: 7,856 shares 7,856 $315K 0.06% +762 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,322 shares; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 9,924 shares; 2025Q3: 7,810 shares; 2025Q4: 7,739 shares; 2026Q1: 7,649 shares; 2026Q2: 5,675 shares 5,675 $310K 0.06% -1,974 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,904 shares 1,904 $308K 0.06% new 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: not reported; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 756 shares; 2025Q3: 653 shares; 2025Q4: 654 shares; 2026Q1: 639 shares; 2026Q2: 587 shares 587 $307K 0.06% -52 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,461 shares; 2025Q4: 35,509 shares; 2026Q1: 35,317 shares; 2026Q2: 12,728 shares 12,728 $306K 0.06% -22,589 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458 shares; 2026Q2: 419 shares 419 $302K 0.06% -39 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $301K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,422 shares; 2025Q4: 2,375 shares; 2026Q1: 2,390 shares; 2026Q2: 2,330 shares 2,330 $295K 0.06% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145 shares 1,145 $289K 0.06% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,239 shares; 2026Q2: 4,321 shares 4,321 $288K 0.06% +82 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,020 shares 21,020 $283K 0.05% new 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: 3,855 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,289 shares; 2025Q3: 1,279 shares; 2025Q4: 1,244 shares; 2026Q1: 1,209 shares; 2026Q2: 1,142 shares 1,142 $281K 0.05% -67 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,346 shares; 2026Q2: 4,044 shares 4,044 $281K 0.05% +698 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,457 shares; 2025Q3: 4,436 shares; 2025Q4: 4,565 shares; 2026Q1: 4,721 shares; 2026Q2: 4,889 shares 4,889 $279K 0.05% +168 Timeline EDIV 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: not reported; 2026Q1: 6,372 shares; 2026Q2: 6,730 shares 6,730 $276K 0.05% +358 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: 657 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 649 shares; 2026Q1: 553 shares; 2026Q2: 3,192 shares 3,192 $275K 0.05% +2,639 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,053 shares 4,053 $273K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,349 shares; 2026Q1: 1,140 shares; 2026Q2: 1,125 shares 1,125 $267K 0.05% -15 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,094 shares 25,094 $267K 0.05% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,274 shares 32,274 $266K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,321 shares; 2026Q2: 1,240 shares 1,240 $259K 0.05% -81 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,602 shares 3,602 $259K 0.05% new Timeline VCIT 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: 3,525 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,286 shares; 2025Q3: 2,687 shares; 2025Q4: 3,306 shares; 2026Q1: 3,789 shares; 2026Q2: 3,094 shares 3,094 $256K 0.05% -695 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,790 shares; 2025Q3: 3,740 shares; 2025Q4: 3,750 shares; 2026Q1: 2,829 shares; 2026Q2: 2,493 shares 2,493 $254K 0.05% -336 Timeline DFAI 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: 7,265 shares; 2026Q1: 5,770 shares; 2026Q2: 6,154 shares 6,154 $254K 0.05% +384 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,579 shares; 2026Q2: 15,905 shares 15,905 $253K 0.05% +326 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,255 shares; 2025Q3: 1,084 shares; 2025Q4: 924 shares; 2026Q1: 762 shares; 2026Q2: 439 shares 439 $246K 0.05% -323 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: 21,267 shares; 2024Q4: 16,765 shares; 2025Q1: 15,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,874 shares 2,874 $246K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,241 shares 10,241 $244K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 845 shares; 2025Q4: 874 shares; 2026Q1: 797 shares; 2026Q2: 721 shares 721 $244K 0.05% -76 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $244K 0.05% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,960 shares 7,960 $240K 0.05% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,107 shares; 2026Q1: 2,161 shares; 2026Q2: 2,096 shares 2,096 $237K 0.05% -65 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares; 2026Q2: 4,912 shares 4,912 $234K 0.05% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,021 shares 5,021 $231K 0.04% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,245 shares; 2026Q1: 7,410 shares; 2026Q2: 1,720 shares 1,720 $229K 0.04% -5,690 Timeline DUHP 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: 5,399 shares; 2026Q1: 5,469 shares; 2026Q2: 5,469 shares 5,469 $228K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,347 shares 2,347 $226K 0.04% 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: not reported; 2026Q1: not reported; 2026Q2: 3,246 shares 3,246 $223K 0.04% new Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP 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: 4,643 shares 4,643 $220K 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: not reported; 2026Q2: 1,838 shares 1,838 $220K 0.04% new 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: 3,791 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,165 shares; 2025Q3: 2,787 shares; 2025Q4: 2,455 shares; 2026Q1: 2,468 shares; 2026Q2: 2,387 shares 2,387 $219K 0.04% -81 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,725 shares 9,725 $217K 0.04% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,139 shares; 2026Q2: 8,299 shares 8,299 $217K 0.04% -840 Timeline FVD 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: 7,394 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,648 shares; 2025Q3: 5,398 shares; 2025Q4: 5,273 shares; 2026Q1: 5,353 shares; 2026Q2: 4,478 shares 4,478 $216K 0.04% -875 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,471 shares 3,471 $215K 0.04% new 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: 16,992 shares; 2024Q4: 16,287 shares; 2025Q1: 16,287 shares; 2025Q2: 2,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818 $214K 0.04% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,915 shares 2,915 $212K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,051 shares; 2026Q1: not reported; 2026Q2: 1,052 shares 1,052 $211K 0.04% new Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,494 shares 11,494 $209K 0.04% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,941 shares 6,941 $208K 0.04% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,748 shares 4,748 $208K 0.04% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 5,776 shares; 2025Q3: 2,309 shares; 2025Q4: 1,834 shares; 2026Q1: 1,458 shares; 2026Q2: 1,387 shares 1,387 $208K 0.04% -71 Timeline RDVI 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: 15,165 shares; 2024Q4: 16,305 shares; 2025Q1: 16,305 shares; 2025Q2: 16,305 shares; 2025Q3: 16,727 shares; 2025Q4: 16,902 shares; 2026Q1: 16,794 shares; 2026Q2: 7,000 shares 7,000 $206K 0.04% -9,794 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,494 shares; 2025Q3: 11,638 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,726 shares 8,726 $205K 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $202K 0.04% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,239 shares 4,239 $201K 0.04% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $201K 0.04% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,715 shares; 2025Q3: 18,833 shares; 2025Q4: 14,137 shares; 2026Q1: 10,096 shares; 2026Q2: 10,101 shares 10,101 $191K 0.04% +5 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares; 2025Q4: 10,694 shares; 2026Q1: 10,694 shares; 2026Q2: 10,694 shares 10,694 $190K 0.04% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 16,945 shares 16,945 $170K 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,424 shares; 2025Q3: 11,935 shares; 2025Q4: 11,494 shares; 2026Q1: 10,663 shares; 2026Q2: 10,701 shares 10,701 $157K 0.03% +38 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 17,232 shares; 2026Q1: 14,117 shares; 2026Q2: 10,437 shares 10,437 $136K 0.03% -3,680 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,221 shares; 2024Q4: 11,318 shares; 2025Q1: 11,318 shares; 2025Q2: 11,318 shares; 2025Q3: 11,318 shares; 2025Q4: 11,318 shares; 2026Q1: 11,318 shares; 2026Q2: 11,318 shares 11,318 $133K 0.03% 0 Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,600 shares; 2026Q1: 20,975 shares; 2026Q2: 27,411 shares 27,411 $73.7K 0.01% +6,436 Timeline PALI PALISADE BIO INC More: the full row for PALISADE BIO 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: 29,935 shares; 2026Q1: 27,000 shares; 2026Q2: 31,795 shares 31,795 $66.5K 0.01% +4,795 Timeline