IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275,136 shares; 2024Q4: 1,227,232 shares; 2025Q1: 569,760 shares; 2025Q2: 645,801 shares; 2025Q3: 698,022 shares; 2025Q4: 714,065 shares; 2026Q1: 1,022,003 shares; 2026Q2: 862,127 shares 862,127 $82.3M 7.1% -159,876 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,921 shares; 2024Q4: 150,084 shares; 2025Q1: 427,133 shares; 2025Q2: 540,145 shares; 2025Q3: 573,426 shares; 2025Q4: 584,366 shares; 2026Q1: 595,500 shares; 2026Q2: 491,174 shares 491,174 $50.2M 4.34% -104,326 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,662 shares; 2025Q3: 15,897 shares; 2025Q4: 64,459 shares; 2026Q1: 67,357 shares; 2026Q2: 67,709 shares 67,709 $43.4M 3.74% +352 Timeline IEUR 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: 283,894 shares; 2025Q2: 422,719 shares; 2025Q3: 484,379 shares; 2025Q4: 510,642 shares; 2026Q1: 547,549 shares; 2026Q2: 541,317 shares 541,317 $40.7M 3.51% -6,232 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,557 shares; 2026Q2: 393,152 shares 393,152 $36.7M 3.16% +351,595 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: 316,592 shares; 2024Q4: 316,446 shares; 2025Q1: 267,836 shares; 2025Q2: 210,707 shares; 2025Q3: 206,892 shares; 2025Q4: 202,336 shares; 2026Q1: 201,195 shares; 2026Q2: 170,044 shares 170,044 $36.2M 3.12% -31,151 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,508,488 shares; 2025Q2: 1,940,071 shares; 2025Q3: 1,954,759 shares; 2025Q4: 1,934,809 shares; 2026Q1: 1,822,278 shares; 2026Q2: 1,669,970 shares 1,669,970 $36.2M 3.12% -152,308 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,681 shares; 2024Q4: 650,873 shares; 2025Q1: 609,915 shares; 2025Q2: 673,056 shares; 2025Q3: 594,635 shares; 2025Q4: 592,217 shares; 2026Q1: 671,534 shares; 2026Q2: 776,904 shares 776,904 $34.7M 2.99% +105,370 Timeline IBIG 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: 1,486,352 shares; 2025Q3: 1,479,956 shares; 2025Q4: 1,498,376 shares; 2026Q1: 1,392,742 shares; 2026Q2: 1,308,162 shares 1,308,162 $34.4M 2.96% -84,580 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665,322 shares; 2025Q2: 1,908,678 shares; 2025Q3: 1,927,530 shares; 2025Q4: 1,939,888 shares; 2026Q1: 1,862,284 shares; 2026Q2: 1,688,677 shares 1,688,677 $34.1M 2.94% -173,607 Timeline IBIE 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: 1,624,158 shares; 2025Q3: 1,625,676 shares; 2025Q4: 1,628,366 shares; 2026Q1: 1,480,282 shares; 2026Q2: 1,288,159 shares 1,288,159 $33.9M 2.92% -192,123 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,367 shares; 2024Q4: 296,688 shares; 2025Q1: 256,930 shares; 2025Q2: 235,271 shares; 2025Q3: 229,202 shares; 2025Q4: 226,792 shares; 2026Q1: 223,533 shares; 2026Q2: 189,648 shares 189,648 $31.2M 2.69% -33,885 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: 974,990 shares; 2024Q4: 956,968 shares; 2025Q1: 847,215 shares; 2025Q2: 761,386 shares; 2025Q3: 751,373 shares; 2025Q4: 740,797 shares; 2026Q1: 738,221 shares; 2026Q2: 627,429 shares 627,429 $30.5M 2.63% -110,792 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: 36,643 shares; 2024Q4: 38,378 shares; 2025Q1: 38,715 shares; 2025Q2: 37,259 shares; 2025Q3: 36,895 shares; 2025Q4: 36,905 shares; 2026Q1: 205,656 shares; 2026Q2: 389,255 shares 389,255 $29.4M 2.54% +183,599 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: 8,650 shares; 2024Q4: 8,761 shares; 2025Q1: 9,851 shares; 2025Q2: 330,398 shares; 2025Q3: 348,329 shares; 2025Q4: 354,031 shares; 2026Q1: 383,010 shares; 2026Q2: 555,543 shares 555,543 $28.8M 2.49% +172,533 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: 118,197 shares; 2024Q4: 116,384 shares; 2025Q1: 112,424 shares; 2025Q2: 107,875 shares; 2025Q3: 107,548 shares; 2025Q4: 105,326 shares; 2026Q1: 99,540 shares; 2026Q2: 96,808 shares 96,808 $28M 2.42% -2,732 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,421 shares; 2026Q2: 189,260 shares 189,260 $25.2M 2.18% +177,839 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: 136,023 shares; 2024Q4: 134,978 shares; 2025Q1: 58,816 shares; 2025Q2: 67,005 shares; 2025Q3: 65,767 shares; 2025Q4: 64,197 shares; 2026Q1: 69,659 shares; 2026Q2: 81,229 shares 81,229 $24.4M 2.11% +11,570 Timeline CLOI 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: 157,868 shares; 2024Q4: 206,685 shares; 2025Q1: 346,725 shares; 2025Q2: 360,791 shares; 2025Q3: 336,499 shares; 2025Q4: 357,729 shares; 2026Q1: 433,794 shares; 2026Q2: 458,362 shares 458,362 $24.3M 2.09% +24,568 Timeline SPHB 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: 8,280 shares; 2025Q3: 1,903 shares; 2025Q4: 8,903 shares; 2026Q1: 7,690 shares; 2026Q2: 122,944 shares 122,944 $19.1M 1.65% +115,254 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: 13,909 shares; 2024Q4: 15,568 shares; 2025Q1: 20,340 shares; 2025Q2: 19,912 shares; 2025Q3: 19,102 shares; 2025Q4: 19,485 shares; 2026Q1: 17,390 shares; 2026Q2: 139,665 shares 139,665 $16.7M 1.44% +122,275 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: 11,697 shares; 2024Q4: 16,480 shares; 2025Q1: 17,173 shares; 2025Q2: 20,385 shares; 2025Q3: 20,233 shares; 2025Q4: 18,898 shares; 2026Q1: 15,107 shares; 2026Q2: 14,454 shares 14,454 $16.7M 1.44% -653 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,901 shares; 2024Q4: 327,184 shares; 2025Q1: 441,833 shares; 2025Q2: 432,675 shares; 2025Q3: 463,372 shares; 2025Q4: 456,327 shares; 2026Q1: 462,164 shares; 2026Q2: 473,631 shares 473,631 $15M 1.3% +11,467 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: 63,680 shares; 2024Q4: 55,098 shares; 2025Q1: 54,484 shares; 2025Q2: 69,046 shares; 2025Q3: 69,400 shares; 2025Q4: 68,202 shares; 2026Q1: 82,059 shares; 2026Q2: 72,376 shares 72,376 $14.5M 1.25% -9,683 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: 35,445 shares; 2024Q4: 34,724 shares; 2025Q1: 34,427 shares; 2025Q2: 32,741 shares; 2025Q3: 32,430 shares; 2025Q4: 32,210 shares; 2026Q1: 31,692 shares; 2026Q2: 32,876 shares 32,876 $12.3M 1.06% +1,184 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: 49,759 shares; 2024Q4: 49,031 shares; 2025Q1: 46,740 shares; 2025Q2: 46,063 shares; 2025Q3: 45,324 shares; 2025Q4: 45,049 shares; 2026Q1: 45,743 shares; 2026Q2: 42,547 shares 42,547 $10.1M 0.88% -3,196 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,840 shares 131,840 $9.74M 0.84% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 181,267 shares; 2025Q1: 235,049 shares; 2025Q2: 272,965 shares; 2025Q3: 267,488 shares; 2025Q4: 253,759 shares; 2026Q1: 231,205 shares; 2026Q2: 233,900 shares 233,900 $8.83M 0.76% +2,695 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,684 shares; 2024Q4: 114,451 shares; 2025Q1: 115,713 shares; 2025Q2: 117,249 shares; 2025Q3: 121,849 shares; 2025Q4: 124,898 shares; 2026Q1: 123,360 shares; 2026Q2: 122,610 shares 122,610 $8.52M 0.74% -750 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: 14,036 shares; 2024Q4: 13,795 shares; 2025Q1: 12,456 shares; 2025Q2: 12,221 shares; 2025Q3: 12,004 shares; 2025Q4: 11,863 shares; 2026Q1: 12,831 shares; 2026Q2: 12,285 shares 12,285 $8.44M 0.73% -546 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: 6,834 shares; 2024Q4: 6,843 shares; 2025Q1: 6,869 shares; 2025Q2: 7,366 shares; 2025Q3: 7,393 shares; 2025Q4: 7,128 shares; 2026Q1: 6,898 shares; 2026Q2: 6,739 shares 6,739 $8.08M 0.7% -159 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: 28,616 shares; 2024Q4: 28,300 shares; 2025Q1: 24,340 shares; 2025Q2: 23,354 shares; 2025Q3: 22,043 shares; 2025Q4: 22,080 shares; 2026Q1: 22,425 shares; 2026Q2: 21,606 shares 21,606 $7.07M 0.61% -819 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: 31,272 shares; 2024Q4: 30,578 shares; 2025Q1: 29,772 shares; 2025Q2: 31,144 shares; 2025Q3: 32,314 shares; 2025Q4: 32,077 shares; 2026Q1: 29,284 shares; 2026Q2: 26,804 shares 26,804 $6.81M 0.59% -2,480 Timeline CWB 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: 3,686 shares; 2024Q4: 3,672 shares; 2025Q1: 6,691 shares; 2025Q2: 31,630 shares; 2025Q3: 29,020 shares; 2025Q4: 27,960 shares; 2026Q1: 22,770 shares; 2026Q2: 61,307 shares 61,307 $6.61M 0.57% +38,537 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: 29,220 shares; 2024Q4: 28,850 shares; 2025Q1: 26,862 shares; 2025Q2: 26,626 shares; 2025Q3: 27,010 shares; 2025Q4: 27,092 shares; 2026Q1: 27,103 shares; 2026Q2: 24,787 shares 24,787 $6.24M 0.54% -2,316 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: 14,641 shares; 2024Q4: 14,511 shares; 2025Q1: 13,411 shares; 2025Q2: 12,096 shares; 2025Q3: 12,102 shares; 2025Q4: 12,110 shares; 2026Q1: 12,236 shares; 2026Q2: 11,996 shares 11,996 $6M 0.52% -240 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: 12,709 shares; 2024Q4: 12,726 shares; 2025Q1: 14,654 shares; 2025Q2: 18,223 shares; 2025Q3: 19,250 shares; 2025Q4: 19,327 shares; 2026Q1: 18,903 shares; 2026Q2: 16,683 shares 16,683 $5.96M 0.51% -2,220 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,188 shares; 2024Q4: 75,170 shares; 2025Q1: 76,238 shares; 2025Q2: 70,519 shares; 2025Q3: 68,610 shares; 2025Q4: 66,584 shares; 2026Q1: 65,827 shares; 2026Q2: 192,307 shares 192,307 $5.73M 0.49% +126,480 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: 61,331 shares; 2024Q4: 62,009 shares; 2025Q1: 40,791 shares; 2025Q2: 39,659 shares; 2025Q3: 40,730 shares; 2025Q4: 40,710 shares; 2026Q1: 63,035 shares; 2026Q2: 56,020 shares 56,020 $5.41M 0.47% -7,015 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: 14,578 shares; 2024Q4: 14,879 shares; 2025Q1: 14,383 shares; 2025Q2: 14,865 shares; 2025Q3: 15,608 shares; 2025Q4: 17,040 shares; 2026Q1: 14,054 shares; 2026Q2: 14,289 shares 14,289 $5.26M 0.45% +235 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,473 shares; 2024Q4: 9,315 shares; 2025Q1: 6,970 shares; 2025Q2: 6,898 shares; 2025Q3: 5,970 shares; 2025Q4: 6,011 shares; 2026Q1: 5,776 shares; 2026Q2: 5,194 shares 5,194 $5.25M 0.45% -582 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: 5,406 shares; 2024Q4: 5,376 shares; 2025Q1: 5,442 shares; 2025Q2: 5,252 shares; 2025Q3: 5,188 shares; 2025Q4: 5,111 shares; 2026Q1: 5,279 shares; 2026Q2: 5,562 shares 5,562 $5.2M 0.45% +283 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396,111 shares; 2025Q2: 1,979,633 shares; 2025Q3: 1,975,228 shares; 2025Q4: 1,949,885 shares; 2026Q1: 1,678,023 shares; 2026Q2: 222,052 shares 222,052 $4.97M 0.43% -1,455,971 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,504 shares; 2024Q4: 17,776 shares; 2025Q1: 17,904 shares; 2025Q2: 17,564 shares; 2025Q3: 17,429 shares; 2025Q4: 18,507 shares; 2026Q1: 19,814 shares; 2026Q2: 21,077 shares 21,077 $4.86M 0.42% +1,263 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,806 shares; 2026Q2: 47,441 shares 47,441 $4.7M 0.41% +2,635 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: 76,836 shares; 2024Q4: 75,242 shares; 2025Q1: 74,403 shares; 2025Q2: 76,631 shares; 2025Q3: 77,535 shares; 2025Q4: 76,935 shares; 2026Q1: 76,819 shares; 2026Q2: 76,904 shares 76,904 $4.64M 0.4% +85 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 145,934 shares; 2026Q1: 156,360 shares; 2026Q2: 158,125 shares 158,125 $4.62M 0.4% +1,765 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: 70,397 shares; 2024Q4: 69,397 shares; 2025Q1: 61,645 shares; 2025Q2: 61,313 shares; 2025Q3: 60,450 shares; 2025Q4: 60,154 shares; 2026Q1: 60,189 shares; 2026Q2: 59,926 shares 59,926 $4.3M 0.37% -263 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 5,570 shares; 2025Q1: 5,286 shares; 2025Q2: 4,738 shares; 2025Q3: 4,250 shares; 2025Q4: 4,352 shares; 2026Q1: 4,367 shares; 2026Q2: 3,733 shares 3,733 $4.23M 0.36% -634 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: 4,676 shares; 2024Q4: 4,653 shares; 2025Q1: 4,655 shares; 2025Q2: 4,893 shares; 2025Q3: 4,770 shares; 2025Q4: 4,772 shares; 2026Q1: 4,787 shares; 2026Q2: 13,883 shares 13,883 $4.14M 0.36% +9,096 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,679 shares; 2024Q4: 37,193 shares; 2025Q1: 35,415 shares; 2025Q2: 31,498 shares; 2025Q3: 29,259 shares; 2025Q4: 29,736 shares; 2026Q1: 29,955 shares; 2026Q2: 28,703 shares 28,703 $4.11M 0.35% -1,252 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,069 shares; 2024Q4: 161,187 shares; 2025Q1: 143,676 shares; 2025Q2: 18,821 shares; 2025Q3: 18,236 shares; 2025Q4: 17,921 shares; 2026Q1: 16,626 shares; 2026Q2: 15,968 shares 15,968 $3.87M 0.33% -658 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: 1,493 shares; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,942 shares; 2025Q3: 3,174 shares; 2025Q4: 2,252 shares; 2026Q1: 2,211 shares; 2026Q2: 6,476 shares 6,476 $3.76M 0.32% +4,265 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,730 shares; 2024Q4: 29,416 shares; 2025Q1: 25,664 shares; 2025Q2: 24,091 shares; 2025Q3: 24,343 shares; 2025Q4: 24,573 shares; 2026Q1: 24,222 shares; 2026Q2: 22,661 shares 22,661 $3.67M 0.32% -1,561 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: 460,362 shares; 2024Q4: 454,506 shares; 2025Q1: 279,956 shares; 2025Q2: 55,908 shares; 2025Q3: 53,650 shares; 2025Q4: 51,581 shares; 2026Q1: 48,954 shares; 2026Q2: 47,363 shares 47,363 $3.65M 0.32% -1,591 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: 11,550 shares; 2024Q4: 11,672 shares; 2025Q1: 11,674 shares; 2025Q2: 12,501 shares; 2025Q3: 13,626 shares; 2025Q4: 13,288 shares; 2026Q1: 10,967 shares; 2026Q2: 9,975 shares 9,975 $3.52M 0.3% -992 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 5,501 shares; 2025Q1: 6,197 shares; 2025Q2: 6,955 shares; 2025Q3: 7,417 shares; 2025Q4: 7,194 shares; 2026Q1: 28,397 shares; 2026Q2: 27,029 shares 27,029 $3.47M 0.3% -1,368 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: 13,416 shares; 2024Q4: 8,037 shares; 2025Q1: 5,803 shares; 2025Q2: 4,720 shares; 2025Q3: 4,624 shares; 2025Q4: 4,598 shares; 2026Q1: 4,674 shares; 2026Q2: 4,628 shares 4,628 $3.47M 0.3% -46 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,980 shares; 2025Q3: 18,050 shares; 2025Q4: 52,662 shares; 2026Q1: 116,527 shares; 2026Q2: 107,032 shares 107,032 $3.18M 0.27% -9,495 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares; 2026Q2: 4,610 shares 4,610 $2.94M 0.25% +1,788 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: 34,806 shares; 2024Q4: 33,697 shares; 2025Q1: 32,708 shares; 2025Q2: 33,786 shares; 2025Q3: 33,476 shares; 2025Q4: 33,729 shares; 2026Q1: 32,905 shares; 2026Q2: 16,558 shares 16,558 $2.74M 0.24% -16,347 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: 17,870 shares; 2024Q4: 14,232 shares; 2025Q1: 13,566 shares; 2025Q2: 11,622 shares; 2025Q3: 11,841 shares; 2025Q4: 11,663 shares; 2026Q1: 11,604 shares; 2026Q2: 11,411 shares 11,411 $2.59M 0.22% -193 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: not reported; 2025Q1: not reported; 2025Q2: 5,341 shares; 2025Q3: 25,164 shares; 2025Q4: 48,626 shares; 2026Q1: 49,227 shares; 2026Q2: 51,212 shares 51,212 $2.59M 0.22% +1,985 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,478 shares; 2025Q2: 17,865 shares; 2025Q3: 18,512 shares; 2025Q4: 21,030 shares; 2026Q1: 90,674 shares; 2026Q2: 92,791 shares 92,791 $2.57M 0.22% +2,117 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,149 shares; 2025Q3: 8,761 shares; 2025Q4: 10,485 shares; 2026Q1: 8,932 shares; 2026Q2: 18,207 shares 18,207 $2.54M 0.22% +9,275 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: 54,482 shares; 2024Q4: 53,452 shares; 2025Q1: 54,637 shares; 2025Q2: 57,872 shares; 2025Q3: 58,412 shares; 2025Q4: 58,972 shares; 2026Q1: 59,275 shares; 2026Q2: 59,825 shares 59,825 $2.53M 0.22% +550 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,222 shares; 2024Q4: 15,002 shares; 2025Q1: 13,648 shares; 2025Q2: 13,400 shares; 2025Q3: 11,864 shares; 2025Q4: 11,990 shares; 2026Q1: 46,772 shares; 2026Q2: 47,964 shares 47,964 $2.5M 0.22% +1,192 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: 6,440 shares; 2024Q4: 6,383 shares; 2025Q1: 6,291 shares; 2025Q2: 6,465 shares; 2025Q3: 6,324 shares; 2025Q4: 6,588 shares; 2026Q1: 6,264 shares; 2026Q2: 5,953 shares 5,953 $2.5M 0.22% -311 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,495 shares; 2024Q4: 58,337 shares; 2025Q1: 60,213 shares; 2025Q2: 58,524 shares; 2025Q3: 52,284 shares; 2025Q4: 50,405 shares; 2026Q1: 49,511 shares; 2026Q2: 49,534 shares 49,534 $2.47M 0.21% +23 Timeline SMOT 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: 70,533 shares; 2024Q4: 79,681 shares; 2025Q1: 90,162 shares; 2025Q2: 87,833 shares; 2025Q3: 65,533 shares; 2025Q4: 56,244 shares; 2026Q1: 61,209 shares; 2026Q2: 63,375 shares 63,375 $2.46M 0.21% +2,166 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: 3,956 shares; 2025Q1: 4,556 shares; 2025Q2: 4,557 shares; 2025Q3: 4,586 shares; 2025Q4: 5,166 shares; 2026Q1: 9,371 shares; 2026Q2: 5,660 shares 5,660 $2.45M 0.21% -3,711 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,644 shares; 2025Q3: 86,684 shares; 2025Q4: 85,338 shares; 2026Q1: 95,335 shares; 2026Q2: 91,322 shares 91,322 $2.35M 0.2% -4,013 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 83,636 shares; 2026Q2: 88,581 shares 88,581 $2.34M 0.2% +4,945 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: 3,721 shares; 2024Q4: 7,437 shares; 2025Q1: 7,459 shares; 2025Q2: 7,191 shares; 2025Q3: 7,102 shares; 2025Q4: 6,978 shares; 2026Q1: 6,598 shares; 2026Q2: 6,586 shares 6,586 $2.25M 0.19% -12 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: 24,509 shares; 2024Q4: 21,744 shares; 2025Q1: 22,252 shares; 2025Q2: 19,297 shares; 2025Q3: 17,691 shares; 2025Q4: 17,264 shares; 2026Q1: 16,107 shares; 2026Q2: 15,015 shares 15,015 $2.23M 0.19% -1,092 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,478 shares; 2026Q2: 25,976 shares 25,976 $2.23M 0.19% -502 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,926 shares; 2024Q4: 79,530 shares; 2025Q1: 40,120 shares; 2025Q2: 39,813 shares; 2025Q3: 42,095 shares; 2025Q4: 42,401 shares; 2026Q1: 58,532 shares; 2026Q2: 46,936 shares 46,936 $2.2M 0.19% -11,596 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,318 shares; 2024Q4: 17,118 shares; 2025Q1: 16,904 shares; 2025Q2: 16,204 shares; 2025Q3: 15,631 shares; 2025Q4: 14,877 shares; 2026Q1: 14,649 shares; 2026Q2: 13,955 shares 13,955 $2.14M 0.18% -694 Timeline VMBS 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: 19,132 shares; 2025Q1: 27,930 shares; 2025Q2: 33,170 shares; 2025Q3: 32,880 shares; 2025Q4: 42,252 shares; 2026Q1: 41,585 shares; 2026Q2: 45,548 shares 45,548 $2.13M 0.18% +3,963 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: 2,724 shares; 2024Q4: 2,727 shares; 2025Q1: 2,661 shares; 2025Q2: 2,678 shares; 2025Q3: 2,369 shares; 2025Q4: 2,226 shares; 2026Q1: 2,099 shares; 2026Q2: 1,994 shares 1,994 $2.12M 0.18% -105 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: 15,800 shares; 2024Q4: 3,874 shares; 2025Q1: 3,847 shares; 2025Q2: 4,149 shares; 2025Q3: 3,904 shares; 2025Q4: 8,283 shares; 2026Q1: 2,912 shares; 2026Q2: 2,819 shares 2,819 $2.08M 0.18% -93 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 4,101 shares; 2026Q1: 52,430 shares; 2026Q2: 30,239 shares 30,239 $2.07M 0.18% -22,191 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751,689 shares; 2024Q4: 744,353 shares; 2025Q1: 404,949 shares; 2025Q2: 24,569 shares; 2025Q3: 21,624 shares; 2025Q4: 20,725 shares; 2026Q1: 18,649 shares; 2026Q2: 18,258 shares 18,258 $2M 0.17% -391 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: 4,328 shares; 2024Q4: 4,435 shares; 2025Q1: 69,857 shares; 2025Q2: 6,983 shares; 2025Q3: 10,906 shares; 2025Q4: 6,739 shares; 2026Q1: 22,996 shares; 2026Q2: 22,992 shares 22,992 $1.97M 0.17% -4 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: 1,390 shares; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 2,543 shares; 2026Q1: not reported; 2026Q2: 10,045 shares 10,045 $1.91M 0.17% new Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,926 shares; 2024Q4: 60,109 shares; 2025Q1: 61,207 shares; 2025Q2: 57,647 shares; 2025Q3: 53,466 shares; 2025Q4: 54,674 shares; 2026Q1: 54,426 shares; 2026Q2: 54,292 shares 54,292 $1.89M 0.16% -134 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,333 shares; 2024Q4: 6,330 shares; 2025Q1: 6,040 shares; 2025Q2: 6,713 shares; 2025Q3: 7,178 shares; 2025Q4: 6,854 shares; 2026Q1: 6,703 shares; 2026Q2: 6,694 shares 6,694 $1.88M 0.16% -9 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: 45,654 shares; 2024Q4: 41,249 shares; 2025Q1: 31,567 shares; 2025Q2: 31,411 shares; 2025Q3: 33,173 shares; 2025Q4: 33,187 shares; 2026Q1: 36,995 shares; 2026Q2: 22,180 shares 22,180 $1.84M 0.16% -14,815 Timeline SDY 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: 16,165 shares; 2025Q4: 15,511 shares; 2026Q1: 12,722 shares; 2026Q2: 12,065 shares 12,065 $1.84M 0.16% -657 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,836 shares; 2024Q4: 54,278 shares; 2025Q1: 54,740 shares; 2025Q2: 52,826 shares; 2025Q3: 53,509 shares; 2025Q4: 53,157 shares; 2026Q1: 54,238 shares; 2026Q2: 54,171 shares 54,171 $1.8M 0.16% -67 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,248 shares; 2024Q4: 20,297 shares; 2025Q1: 20,290 shares; 2025Q2: 20,501 shares; 2025Q3: 22,234 shares; 2025Q4: 21,675 shares; 2026Q1: 21,777 shares; 2026Q2: 21,688 shares 21,688 $1.79M 0.15% -89 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: 16,049 shares; 2024Q4: 15,200 shares; 2025Q1: 23,940 shares; 2025Q2: 28,256 shares; 2025Q3: 37,284 shares; 2025Q4: 37,284 shares; 2026Q1: 38,314 shares; 2026Q2: 41,224 shares 41,224 $1.78M 0.15% +2,910 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: 12,133 shares; 2024Q4: 12,343 shares; 2025Q1: 6,519 shares; 2025Q2: 6,533 shares; 2025Q3: 6,314 shares; 2025Q4: 5,789 shares; 2026Q1: 6,254 shares; 2026Q2: 7,235 shares 7,235 $1.76M 0.15% +981 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: 21,067 shares; 2024Q4: 21,242 shares; 2025Q1: 21,745 shares; 2025Q2: 6,785 shares; 2025Q3: 6,766 shares; 2025Q4: 6,860 shares; 2026Q1: 8,132 shares; 2026Q2: 7,998 shares 7,998 $1.74M 0.15% -134 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: 25,135 shares; 2025Q1: 36,775 shares; 2025Q2: 43,722 shares; 2025Q3: 46,922 shares; 2025Q4: 50,758 shares; 2026Q1: 49,773 shares; 2026Q2: 51,672 shares 51,672 $1.73M 0.15% +1,899 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,166 shares; 2025Q3: 37,659 shares; 2025Q4: 37,659 shares; 2026Q1: 39,401 shares; 2026Q2: 41,212 shares 41,212 $1.72M 0.15% +1,811 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: 8,267 shares; 2024Q4: 8,181 shares; 2025Q1: 9,213 shares; 2025Q2: 9,464 shares; 2025Q3: 9,488 shares; 2025Q4: 9,393 shares; 2026Q1: 8,148 shares; 2026Q2: 8,155 shares 8,155 $1.7M 0.15% +7 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,049 shares; 2024Q4: 14,209 shares; 2025Q1: 14,210 shares; 2025Q2: 13,658 shares; 2025Q3: 13,797 shares; 2025Q4: 13,928 shares; 2026Q1: 14,645 shares; 2026Q2: 14,640 shares 14,640 $1.66M 0.14% -5 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,872 shares; 2025Q1: 9,824 shares; 2025Q2: 11,750 shares; 2025Q3: 11,178 shares; 2025Q4: 12,420 shares; 2026Q1: 27,306 shares; 2026Q2: 28,285 shares 28,285 $1.65M 0.14% +979 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: 1,071 shares; 2025Q4: 1,361 shares; 2026Q1: 5,184 shares; 2026Q2: 2,259 shares 2,259 $1.63M 0.14% -2,925 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 35,428 shares; 2026Q2: 32,333 shares 32,333 $1.61M 0.14% -3,095 Timeline IBMR 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: 36,436 shares; 2026Q1: 40,329 shares; 2026Q2: 63,570 shares 63,570 $1.61M 0.14% +23,241 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: 61,558 shares; 2024Q4: 63,723 shares; 2025Q1: 66,127 shares; 2025Q2: 62,764 shares; 2025Q3: 66,317 shares; 2025Q4: 67,983 shares; 2026Q1: 64,844 shares; 2026Q2: 66,968 shares 66,968 $1.61M 0.14% +2,124 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: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,552 shares; 2025Q3: 3,705 shares; 2025Q4: 3,665 shares; 2026Q1: 3,755 shares; 2026Q2: 3,743 shares 3,743 $1.56M 0.13% -12 Timeline IBMP 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: 36,453 shares; 2026Q1: 40,372 shares; 2026Q2: 61,037 shares 61,037 $1.55M 0.13% +20,665 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,309 shares; 2024Q4: 5,872 shares; 2025Q1: 5,993 shares; 2025Q2: 6,598 shares; 2025Q3: 6,694 shares; 2025Q4: 6,573 shares; 2026Q1: 7,048 shares; 2026Q2: 7,106 shares 7,106 $1.54M 0.13% +58 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: 20,516 shares; 2024Q4: 19,219 shares; 2025Q1: 12,997 shares; 2025Q2: 16,327 shares; 2025Q3: 14,406 shares; 2025Q4: 14,049 shares; 2026Q1: 14,581 shares; 2026Q2: 12,883 shares 12,883 $1.51M 0.13% -1,698 Timeline EZU 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: 23,792 shares; 2025Q4: 24,712 shares; 2026Q1: 20,832 shares; 2026Q2: 21,725 shares 21,725 $1.51M 0.13% +893 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: 3,175 shares; 2024Q4: 3,195 shares; 2025Q1: 3,373 shares; 2025Q2: 3,363 shares; 2025Q3: 3,049 shares; 2025Q4: 3,060 shares; 2026Q1: 2,838 shares; 2026Q2: 2,666 shares 2,666 $1.5M 0.13% -172 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,737 shares; 2024Q4: 9,770 shares; 2025Q1: 10,313 shares; 2025Q2: 9,993 shares; 2025Q3: 9,202 shares; 2025Q4: 18,431 shares; 2026Q1: 18,499 shares; 2026Q2: 18,243 shares 18,243 $1.48M 0.13% -256 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,261 shares; 2026Q2: 5,529 shares 5,529 $1.47M 0.13% +1,268 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: 4,072 shares; 2024Q4: 4,011 shares; 2025Q1: 4,010 shares; 2025Q2: 4,148 shares; 2025Q3: 4,242 shares; 2025Q4: 4,271 shares; 2026Q1: 4,213 shares; 2026Q2: 4,209 shares 4,209 $1.44M 0.12% -4 Timeline IBMQ 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: 27,438 shares; 2026Q1: 31,321 shares; 2026Q2: 56,019 shares 56,019 $1.43M 0.12% +24,698 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: 8,694 shares; 2024Q4: 8,706 shares; 2025Q1: 8,618 shares; 2025Q2: 8,832 shares; 2025Q3: 8,843 shares; 2025Q4: 8,833 shares; 2026Q1: 8,740 shares; 2026Q2: 7,540 shares 7,540 $1.43M 0.12% -1,200 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,028 shares; 2026Q2: 27,212 shares 27,212 $1.42M 0.12% +1,184 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: 15,909 shares; 2025Q4: 16,688 shares; 2026Q1: 20,270 shares; 2026Q2: 20,514 shares 20,514 $1.41M 0.12% +244 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: 48,790 shares; 2024Q4: 25,176 shares; 2025Q1: 19,441 shares; 2025Q2: 15,457 shares; 2025Q3: 107,773 shares; 2025Q4: 111,204 shares; 2026Q1: 75,875 shares; 2026Q2: 10,226 shares 10,226 $1.41M 0.12% -65,649 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,989 shares; 2024Q4: 66,668 shares; 2025Q1: 64,260 shares; 2025Q2: 63,944 shares; 2025Q3: 63,199 shares; 2025Q4: 59,869 shares; 2026Q1: 59,779 shares; 2026Q2: 60,171 shares 60,171 $1.39M 0.12% +392 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,723 shares; 2024Q4: 22,020 shares; 2025Q1: 21,948 shares; 2025Q2: 22,118 shares; 2025Q3: 21,202 shares; 2025Q4: 19,289 shares; 2026Q1: 18,602 shares; 2026Q2: 16,031 shares 16,031 $1.32M 0.11% -2,571 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,385 shares; 2026Q2: 35,809 shares 35,809 $1.3M 0.11% +424 Timeline IBMS 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: 27,901 shares; 2026Q1: 27,901 shares; 2026Q2: 49,125 shares 49,125 $1.27M 0.11% +21,224 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: 1,769 shares; 2024Q4: 1,766 shares; 2025Q1: 1,724 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,754 shares; 2026Q1: 2,775 shares; 2026Q2: 14,663 shares 14,663 $1.26M 0.11% +11,888 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: 7,104 shares 7,104 $1.21M 0.1% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,167 shares; 2025Q1: 3,465 shares; 2025Q2: 3,567 shares; 2025Q3: 3,519 shares; 2025Q4: 3,279 shares; 2026Q1: 3,174 shares; 2026Q2: 3,157 shares 3,157 $1.19M 0.1% -17 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 4,295 shares; 2025Q1: 4,227 shares; 2025Q2: 6,102 shares; 2025Q3: 6,087 shares; 2025Q4: 6,167 shares; 2026Q1: 6,189 shares; 2026Q2: 6,259 shares 6,259 $1.13M 0.1% +70 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,052 shares 1,052 $1.1M 0.1% new 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: 12,148 shares; 2025Q2: 11,407 shares; 2025Q3: 11,056 shares; 2025Q4: 10,491 shares; 2026Q1: 10,231 shares; 2026Q2: 10,315 shares 10,315 $1.1M 0.09% +84 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,914 shares; 2025Q1: 6,961 shares; 2025Q2: 8,412 shares; 2025Q3: 12,178 shares; 2025Q4: 13,494 shares; 2026Q1: 13,260 shares; 2026Q2: 13,758 shares 13,758 $1.09M 0.09% +498 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,310 shares; 2024Q4: 93,630 shares; 2025Q1: 81,373 shares; 2025Q2: 66,886 shares; 2025Q3: 58,990 shares; 2025Q4: 55,312 shares; 2026Q1: 46,867 shares; 2026Q2: 35,074 shares 35,074 $1.07M 0.09% -11,793 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: 4,437 shares; 2024Q4: 4,466 shares; 2025Q1: 5,362 shares; 2025Q2: 7,076 shares; 2025Q3: 7,161 shares; 2025Q4: 7,127 shares; 2026Q1: 6,874 shares; 2026Q2: 6,890 shares 6,890 $1.01M 0.09% +16 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,859 shares; 2024Q4: 22,718 shares; 2025Q1: 22,407 shares; 2025Q2: 21,857 shares; 2025Q3: 22,157 shares; 2025Q4: 22,117 shares; 2026Q1: 22,151 shares; 2026Q2: 22,162 shares 22,162 $1.01M 0.09% +11 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 8,060 shares 8,060 $1M 0.09% +6,045 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: 2,808 shares 2,808 $996K 0.09% new Timeline FBL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,266 shares; 2024Q4: 42,932 shares; 2025Q1: 43,540 shares; 2025Q2: 41,782 shares; 2025Q3: 41,677 shares; 2025Q4: 43,166 shares; 2026Q1: 43,129 shares; 2026Q2: 42,974 shares 42,974 $899K 0.08% -155 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,864 shares; 2024Q4: 5,865 shares; 2025Q1: 6,023 shares; 2025Q2: 6,030 shares; 2025Q3: 6,008 shares; 2025Q4: 6,027 shares; 2026Q1: 5,958 shares; 2026Q2: 5,717 shares 5,717 $896K 0.08% -241 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,791 shares; 2024Q4: 24,861 shares; 2025Q1: 24,796 shares; 2025Q2: 24,340 shares; 2025Q3: 24,048 shares; 2025Q4: 23,788 shares; 2026Q1: 6,959 shares; 2026Q2: 6,547 shares 6,547 $887K 0.08% -412 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,176 shares; 2024Q4: 15,952 shares; 2025Q1: 13,496 shares; 2025Q2: 12,874 shares; 2025Q3: 10,438 shares; 2025Q4: 10,219 shares; 2026Q1: 8,215 shares; 2026Q2: 8,872 shares 8,872 $866K 0.07% +657 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,570 shares; 2024Q4: 819,028 shares; 2025Q1: 879,848 shares; 2025Q2: 56,681 shares; 2025Q3: 36,143 shares; 2025Q4: 34,562 shares; 2026Q1: 27,710 shares; 2026Q2: 16,793 shares 16,793 $857K 0.07% -10,917 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: 11,973 shares; 2024Q4: 11,877 shares; 2025Q1: 11,786 shares; 2025Q2: 16,304 shares; 2025Q3: 16,373 shares; 2025Q4: 15,043 shares; 2026Q1: 14,817 shares; 2026Q2: 14,820 shares 14,820 $844K 0.07% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,303 shares; 2026Q1: 16,942 shares; 2026Q2: 16,003 shares 16,003 $809K 0.07% -939 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 827 shares 827 $798K 0.07% new Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,502 shares; 2024Q4: 14,621 shares; 2025Q1: 14,743 shares; 2025Q2: 13,020 shares; 2025Q3: 11,133 shares; 2025Q4: 11,091 shares; 2026Q1: 12,150 shares; 2026Q2: 10,312 shares 10,312 $786K 0.07% -1,838 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: 3,040 shares; 2024Q4: 3,018 shares; 2025Q1: 2,969 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,967 shares; 2026Q1: 2,742 shares; 2026Q2: 4,143 shares 4,143 $779K 0.07% +1,401 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,250 shares; 2024Q4: 67,754 shares; 2025Q1: 63,977 shares; 2025Q2: 57,252 shares; 2025Q3: 41,521 shares; 2025Q4: 39,581 shares; 2026Q1: 9,407 shares; 2026Q2: 9,308 shares 9,308 $752K 0.06% -99 Timeline RAAX 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: not reported; 2026Q1: 14,636 shares; 2026Q2: 18,877 shares 18,877 $749K 0.06% +4,241 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,102 shares; 2025Q2: 1,112 shares; 2025Q3: 1,122 shares; 2025Q4: 1,183 shares; 2026Q1: 1,081 shares; 2026Q2: 978 shares 978 $747K 0.06% -103 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,462 shares; 2024Q4: 40,255 shares; 2025Q1: 39,552 shares; 2025Q2: 38,368 shares; 2025Q3: 38,186 shares; 2025Q4: 40,299 shares; 2026Q1: 38,094 shares; 2026Q2: 33,333 shares 33,333 $736K 0.06% -4,761 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: 4,470 shares; 2024Q4: 4,442 shares; 2025Q1: 4,369 shares; 2025Q2: 4,366 shares; 2025Q3: 4,371 shares; 2025Q4: 4,377 shares; 2026Q1: 4,381 shares; 2026Q2: 6,650 shares 6,650 $733K 0.06% +2,269 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,417 shares; 2024Q4: 8,042 shares; 2025Q1: 6,900 shares; 2025Q2: 8,028 shares; 2025Q3: 8,434 shares; 2025Q4: 9,117 shares; 2026Q1: 9,469 shares; 2026Q2: 9,153 shares 9,153 $731K 0.06% -316 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $723K 0.06% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,442 shares; 2024Q4: 18,796 shares; 2025Q1: 18,829 shares; 2025Q2: 21,256 shares; 2025Q3: 21,162 shares; 2025Q4: 21,298 shares; 2026Q1: 22,230 shares; 2026Q2: 22,140 shares 22,140 $705K 0.06% -90 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,906 shares; 2025Q2: 31,002 shares; 2025Q3: 22,452 shares; 2025Q4: 20,761 shares; 2026Q1: 21,644 shares; 2026Q2: 21,922 shares 21,922 $697K 0.06% +278 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 2,093 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,682 shares 1,682 $689K 0.06% +26 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,667 shares; 2024Q4: 12,287 shares; 2025Q1: 12,430 shares; 2025Q2: 17,866 shares; 2025Q3: 16,422 shares; 2025Q4: 16,382 shares; 2026Q1: 16,656 shares; 2026Q2: 16,767 shares 16,767 $688K 0.06% +111 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 622,927 shares; 2025Q4: not reported; 2026Q1: 864,759 shares; 2026Q2: 30,677 shares 30,677 $678K 0.06% -834,082 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,278 shares; 2024Q4: 6,386 shares; 2025Q1: 6,599 shares; 2025Q2: 6,737 shares; 2025Q3: 6,216 shares; 2025Q4: 8,199 shares; 2026Q1: 8,473 shares; 2026Q2: 8,600 shares 8,600 $652K 0.06% +127 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: 4,318 shares; 2024Q4: 4,817 shares; 2025Q1: 4,819 shares; 2025Q2: 5,124 shares; 2025Q3: 5,018 shares; 2025Q4: 4,918 shares; 2026Q1: 5,524 shares; 2026Q2: 5,592 shares 5,592 $633K 0.05% +68 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,522 shares; 2024Q4: 7,331 shares; 2025Q1: 6,352 shares; 2025Q2: 6,349 shares; 2025Q3: 6,345 shares; 2025Q4: 6,114 shares; 2026Q1: 6,029 shares; 2026Q2: 5,999 shares 5,999 $613K 0.05% -30 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,769 shares; 2026Q2: 7,248 shares 7,248 $584K 0.05% +5,479 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,046 shares; 2024Q4: 48,775 shares; 2025Q1: 43,462 shares; 2025Q2: 43,854 shares; 2025Q3: 45,171 shares; 2025Q4: 44,194 shares; 2026Q1: 41,137 shares; 2026Q2: 41,215 shares 41,215 $584K 0.05% +78 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,194 shares; 2024Q4: 13,194 shares; 2025Q1: 11,932 shares; 2025Q2: 11,932 shares; 2025Q3: 11,931 shares; 2025Q4: 11,732 shares; 2026Q1: 11,731 shares; 2026Q2: 11,732 shares 11,732 $576K 0.05% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,437 shares; 2025Q2: 4,414 shares; 2025Q3: 4,113 shares; 2025Q4: 4,111 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares 3,946 $565K 0.05% 0 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 811 shares; 2025Q2: 802 shares; 2025Q3: 790 shares; 2025Q4: 8,337 shares; 2026Q1: 8,305 shares; 2026Q2: 7,866 shares 7,866 $562K 0.05% -439 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 6,207 shares; 2025Q1: 6,207 shares; 2025Q2: 6,207 shares; 2025Q3: 6,207 shares; 2025Q4: 6,207 shares; 2026Q1: 6,207 shares; 2026Q2: 6,207 shares 6,207 $562K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,338 shares; 2024Q4: 9,213 shares; 2025Q1: 9,561 shares; 2025Q2: 11,038 shares; 2025Q3: 10,133 shares; 2025Q4: 10,236 shares; 2026Q1: 10,083 shares; 2026Q2: 9,727 shares 9,727 $560K 0.05% -356 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,328 shares; 2025Q4: 1,337 shares; 2026Q1: 1,424 shares; 2026Q2: 1,463 shares 1,463 $547K 0.05% +39 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,296 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 4,754 shares; 2025Q3: 4,754 shares; 2025Q4: 4,698 shares; 2026Q1: 4,609 shares; 2026Q2: 4,609 shares 4,609 $542K 0.05% 0 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: 1,282 shares; 2024Q4: 1,341 shares; 2025Q1: 1,367 shares; 2025Q2: 1,341 shares; 2025Q3: 1,386 shares; 2025Q4: 1,308 shares; 2026Q1: 1,544 shares; 2026Q2: 1,505 shares 1,505 $531K 0.05% -39 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares; 2026Q1: 12,659 shares; 2026Q2: 12,659 shares 12,659 $525K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,014 shares; 2024Q4: 6,011 shares; 2025Q1: 6,057 shares; 2025Q2: 5,969 shares; 2025Q3: 4,997 shares; 2025Q4: 4,797 shares; 2026Q1: 4,774 shares; 2026Q2: 4,774 shares 4,774 $522K 0.05% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 5,312 shares; 2026Q1: 5,311 shares; 2026Q2: 5,312 shares 5,312 $522K 0.05% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 564 shares; 2025Q4: 404 shares; 2026Q1: 420 shares; 2026Q2: 438 shares 438 $514K 0.04% +18 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: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 6,471 shares; 2025Q3: 7,021 shares; 2025Q4: 7,021 shares; 2026Q1: 7,021 shares; 2026Q2: 7,049 shares 7,049 $507K 0.04% +28 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,561 shares; 2025Q3: 6,560 shares; 2025Q4: 6,573 shares; 2026Q1: 6,571 shares; 2026Q2: 6,615 shares 6,615 $504K 0.04% +44 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,682 shares; 2024Q4: 63,806 shares; 2025Q1: 28,240 shares; 2025Q2: 10,104 shares; 2025Q3: 8,370 shares; 2025Q4: 8,452 shares; 2026Q1: 7,626 shares; 2026Q2: 10,851 shares 10,851 $501K 0.04% +3,225 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: 1,522 shares; 2024Q4: 1,531 shares; 2025Q1: 1,554 shares; 2025Q2: 1,633 shares; 2025Q3: 1,898 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares; 2026Q2: 1,851 shares 1,851 $500K 0.04% -32 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,266 shares; 2025Q2: 6,267 shares; 2025Q3: 6,267 shares; 2025Q4: 6,268 shares; 2026Q1: 6,269 shares; 2026Q2: 6,269 shares 6,269 $493K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,134 shares; 2024Q4: 5,224 shares; 2025Q1: 5,197 shares; 2025Q2: 5,062 shares; 2025Q3: 4,460 shares; 2025Q4: 4,461 shares; 2026Q1: 4,461 shares; 2026Q2: 4,461 shares 4,461 $487K 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,664 shares; 2024Q4: 13,736 shares; 2025Q1: 7,099 shares; 2025Q2: 3,947 shares; 2025Q3: 4,064 shares; 2025Q4: 4,095 shares; 2026Q1: 4,881 shares; 2026Q2: 6,244 shares 6,244 $478K 0.04% +1,363 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,503 shares; 2025Q3: 2,725 shares; 2025Q4: 2,552 shares; 2026Q1: 2,504 shares; 2026Q2: 2,549 shares 2,549 $471K 0.04% +45 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,488 shares; 2024Q4: 4,335 shares; 2025Q1: 4,267 shares; 2025Q2: 5,208 shares; 2025Q3: 5,161 shares; 2025Q4: 5,173 shares; 2026Q1: 5,050 shares; 2026Q2: 5,148 shares 5,148 $467K 0.04% +98 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,699 shares; 2025Q4: 10,700 shares; 2026Q1: 8,206 shares; 2026Q2: 8,207 shares 8,207 $464K 0.04% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,245 shares; 2024Q4: 9,263 shares; 2025Q1: 10,466 shares; 2025Q2: 10,070 shares; 2025Q3: 9,736 shares; 2025Q4: 9,421 shares; 2026Q1: 8,788 shares; 2026Q2: 8,240 shares 8,240 $458K 0.04% -548 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: 34,716 shares; 2024Q4: 28,878 shares; 2025Q1: 29,422 shares; 2025Q2: 31,328 shares; 2025Q3: 31,515 shares; 2025Q4: 31,528 shares; 2026Q1: 33,002 shares; 2026Q2: 32,852 shares 32,852 $457K 0.04% -150 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,674 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,992 shares; 2026Q1: 4,102 shares; 2026Q2: 4,065 shares 4,065 $446K 0.04% -37 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,276 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,292 shares; 2026Q2: 1,295 shares 1,295 $446K 0.04% +3 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: 3,342 shares; 2024Q4: 3,300 shares; 2025Q1: 3,470 shares; 2025Q2: 3,572 shares; 2025Q3: 3,578 shares; 2025Q4: 3,587 shares; 2026Q1: 3,585 shares; 2026Q2: 3,522 shares 3,522 $446K 0.04% -63 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,248 shares 1,248 $437K 0.04% +4 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: 418 shares; 2024Q4: 440 shares; 2025Q1: 682 shares; 2025Q2: 765 shares; 2025Q3: 832 shares; 2025Q4: 815 shares; 2026Q1: 838 shares; 2026Q2: 836 shares 836 $429K 0.04% -2 Timeline JMBS 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: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,300 shares 9,300 $418K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,022 shares; 2025Q2: 4,037 shares; 2025Q3: 4,250 shares; 2025Q4: 4,022 shares; 2026Q1: 4,022 shares; 2026Q2: 4,022 shares 4,022 $418K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,282 shares; 2025Q4: 1,284 shares; 2026Q1: 1,359 shares; 2026Q2: 1,401 shares 1,401 $418K 0.04% +42 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,538 shares; 2024Q4: 11,705 shares; 2025Q1: 12,653 shares; 2025Q2: 16,801 shares; 2025Q3: 18,568 shares; 2025Q4: 18,529 shares; 2026Q1: 20,154 shares; 2026Q2: 20,116 shares 20,116 $416K 0.04% -38 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: 1,414 shares; 2024Q4: 1,416 shares; 2025Q1: 1,418 shares; 2025Q2: 1,419 shares; 2025Q3: 1,420 shares; 2025Q4: 1,422 shares; 2026Q1: 1,423 shares; 2026Q2: 1,424 shares 1,424 $414K 0.04% +1 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: 20,936 shares; 2024Q4: 21,162 shares; 2025Q1: 21,395 shares; 2025Q2: 21,635 shares; 2025Q3: 21,876 shares; 2025Q4: 22,147 shares; 2026Q1: 22,387 shares; 2026Q2: 22,642 shares 22,642 $405K 0.03% +255 Timeline VTWV 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: 2,010 shares; 2024Q4: 2,110 shares; 2025Q1: 2,020 shares; 2025Q2: 1,933 shares; 2025Q3: 1,915 shares; 2025Q4: 1,934 shares; 2026Q1: 2,059 shares; 2026Q2: 2,060 shares 2,060 $403K 0.03% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,740 shares; 2024Q4: 19,778 shares; 2025Q1: 19,759 shares; 2025Q2: 19,359 shares; 2025Q3: 18,116 shares; 2025Q4: 17,389 shares; 2026Q1: 2,534 shares; 2026Q2: 2,520 shares 2,520 $398K 0.03% -14 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,443 shares; 2024Q4: 2,951 shares; 2025Q1: 2,958 shares; 2025Q2: 2,964 shares; 2025Q3: 3,063 shares; 2025Q4: 3,033 shares; 2026Q1: 2,929 shares; 2026Q2: 2,833 shares 2,833 $397K 0.03% -96 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,348 shares; 2024Q4: 4,317 shares; 2025Q1: 4,313 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,309 shares; 2026Q1: 4,313 shares; 2026Q2: 4,320 shares 4,320 $396K 0.03% +7 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: not reported; 2025Q3: 729 shares; 2025Q4: 963 shares; 2026Q1: 902 shares; 2026Q2: 827 shares 827 $395K 0.03% -75 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: 723 shares; 2024Q4: 713 shares; 2025Q1: 722 shares; 2025Q2: 744 shares; 2025Q3: 688 shares; 2025Q4: 690 shares; 2026Q1: 621 shares; 2026Q2: 622 shares 622 $395K 0.03% +1 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,626 shares; 2024Q4: 13,628 shares; 2025Q1: 13,682 shares; 2025Q2: 13,131 shares; 2025Q3: 13,326 shares; 2025Q4: 13,506 shares; 2026Q1: 15,008 shares; 2026Q2: 12,014 shares 12,014 $385K 0.03% -2,994 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: 2,956 shares; 2025Q1: 3,214 shares; 2025Q2: 3,316 shares; 2025Q3: 4,235 shares; 2025Q4: 4,471 shares; 2026Q1: 3,194 shares; 2026Q2: 3,256 shares 3,256 $380K 0.03% +62 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,054 shares; 2026Q1: 4,054 shares; 2026Q2: 4,054 shares 4,054 $379K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 695 shares; 2026Q2: 709 shares 709 $368K 0.03% +14 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: 4,775 shares; 2024Q4: 17,298 shares; 2025Q1: 4,505 shares; 2025Q2: 7,580 shares; 2025Q3: 9,640 shares; 2025Q4: 4,616 shares; 2026Q1: 4,490 shares; 2026Q2: 4,476 shares 4,476 $364K 0.03% -14 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,979 shares 6,979 $352K 0.03% new Timeline RING 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: 3,358 shares; 2025Q4: 6,020 shares; 2026Q1: 7,204 shares; 2026Q2: 5,447 shares 5,447 $352K 0.03% -1,757 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,323 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares; 2026Q1: 12,080 shares; 2026Q2: 12,080 shares 12,080 $348K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 2,869 shares; 2025Q2: 2,976 shares; 2025Q3: 2,987 shares; 2025Q4: 2,813 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $344K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,502 shares; 2026Q2: 2,511 shares 2,511 $334K 0.03% +9 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 3,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $324K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 651 shares; 2026Q2: 648 shares 648 $318K 0.03% -3 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: 3,643 shares; 2024Q4: 3,641 shares; 2025Q1: 3,589 shares; 2025Q2: 3,402 shares; 2025Q3: 3,285 shares; 2025Q4: 3,286 shares; 2026Q1: 3,282 shares; 2026Q2: 3,283 shares 3,283 $317K 0.03% +1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,958 shares; 2024Q4: 11,943 shares; 2025Q1: 11,943 shares; 2025Q2: 13,425 shares; 2025Q3: 13,393 shares; 2025Q4: 13,376 shares; 2026Q1: 13,154 shares; 2026Q2: 13,154 shares 13,154 $315K 0.03% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647,638 shares; 2025Q3: 672,791 shares; 2025Q4: 688,087 shares; 2026Q1: 9,984 shares; 2026Q2: 10,260 shares 10,260 $312K 0.03% +276 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 3,204 shares; 2025Q1: 2,971 shares; 2025Q2: 3,801 shares; 2025Q3: 3,866 shares; 2025Q4: 3,647 shares; 2026Q1: 3,226 shares; 2026Q2: 3,237 shares 3,237 $312K 0.03% +11 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: 742 shares; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 748 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 772 shares; 2026Q2: 776 shares 776 $309K 0.03% +4 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $306K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,821 shares; 2025Q1: 1,822 shares; 2025Q2: 1,841 shares; 2025Q3: 1,849 shares; 2025Q4: 1,739 shares; 2026Q1: 1,397 shares; 2026Q2: 1,380 shares 1,380 $304K 0.03% -17 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 4,960 shares; 2025Q1: 4,910 shares; 2025Q2: 4,937 shares; 2025Q3: 4,637 shares; 2025Q4: 4,757 shares; 2026Q1: 7,023 shares; 2026Q2: 7,023 shares 7,023 $303K 0.03% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,208 shares 6,208 $302K 0.03% +8 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 439 shares; 2025Q4: 440 shares; 2026Q1: 478 shares; 2026Q2: 452 shares 452 $301K 0.03% -26 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 3,239 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 3,015 shares; 2025Q4: 3,019 shares; 2026Q1: 3,119 shares; 2026Q2: 3,119 shares 3,119 $299K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares; 2026Q2: 985 shares 985 $299K 0.03% -16 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: not reported; 2024Q4: 5,142 shares; 2025Q1: 13,827 shares; 2025Q2: 16,683 shares; 2025Q3: 9,735 shares; 2025Q4: 3,119 shares; 2026Q1: 3,129 shares; 2026Q2: 3,247 shares 3,247 $298K 0.03% +118 Timeline SPTM 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: 3,501 shares; 2024Q4: 3,505 shares; 2025Q1: 3,510 shares; 2025Q2: 3,252 shares; 2025Q3: 3,255 shares; 2025Q4: 3,260 shares; 2026Q1: 3,264 shares; 2026Q2: 3,268 shares 3,268 $297K 0.03% +4 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,561 shares 6,561 $296K 0.03% new 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: 841 shares; 2024Q4: 785 shares; 2025Q1: 791 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 806 shares; 2026Q2: 808 shares 808 $292K 0.03% +2 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,432 shares; 2025Q4: 13,731 shares; 2026Q1: 12,087 shares; 2026Q2: 11,563 shares 11,563 $291K 0.03% -524 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 37,549 shares 37,549 $289K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,981 shares; 2025Q1: 2,033 shares; 2025Q2: 2,354 shares; 2025Q3: 2,085 shares; 2025Q4: 2,086 shares; 2026Q1: 2,016 shares; 2026Q2: 1,968 shares 1,968 $288K 0.02% -48 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,128 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,198 shares; 2026Q1: 1,172 shares; 2026Q2: 1,209 shares 1,209 $287K 0.02% +37 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,252 shares; 2026Q2: 1,166 shares 1,166 $283K 0.02% -86 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,042 shares 1,042 $271K 0.02% -24 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 2,929 shares; 2025Q1: 2,930 shares; 2025Q2: 5,526 shares; 2025Q3: 2,943 shares; 2025Q4: 2,930 shares; 2026Q1: 2,929 shares; 2026Q2: 2,930 shares 2,930 $265K 0.02% +1 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: 15,931 shares; 2024Q4: 9,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,586 shares 11,586 $264K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,083 shares; 2025Q1: 4,043 shares; 2025Q2: 3,134 shares; 2025Q3: 3,027 shares; 2025Q4: 3,047 shares; 2026Q1: 3,085 shares; 2026Q2: 3,117 shares 3,117 $264K 0.02% +32 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 864 shares; 2025Q1: 769 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 777 shares; 2026Q2: 794 shares 794 $264K 0.02% +17 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,961 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,981 shares; 2025Q4: 1,942 shares; 2026Q1: 1,886 shares; 2026Q2: 1,825 shares 1,825 $258K 0.02% -61 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: 6,222 shares; 2025Q4: 6,225 shares; 2026Q1: 6,226 shares; 2026Q2: 6,119 shares 6,119 $254K 0.02% -107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 1,009 shares 1,009 $251K 0.02% +173 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,472 shares; 2025Q1: 7,472 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 8,077 shares; 2026Q1: 7,498 shares; 2026Q2: 7,734 shares 7,734 $247K 0.02% +236 Timeline AIBU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,889 shares 3,889 $247K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,935 shares; 2026Q1: 1,942 shares; 2026Q2: 1,925 shares 1,925 $243K 0.02% -17 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,013 shares; 2025Q1: 2,753 shares; 2025Q2: 2,791 shares; 2025Q3: 2,647 shares; 2025Q4: 2,654 shares; 2026Q1: 2,638 shares; 2026Q2: 2,631 shares 2,631 $243K 0.02% -7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 791 shares; 2025Q2: 803 shares; 2025Q3: 799 shares; 2025Q4: 829 shares; 2026Q1: 746 shares; 2026Q2: 756 shares 756 $238K 0.02% +10 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,150 shares; 2025Q4: 12,527 shares; 2026Q1: 12,527 shares; 2026Q2: 8,064 shares 8,064 $237K 0.02% -4,463 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: 11,780 shares; 2025Q1: 14,018 shares; 2025Q2: 18,857 shares; 2025Q3: 17,034 shares; 2025Q4: 15,491 shares; 2026Q1: 14,974 shares; 2026Q2: 14,704 shares 14,704 $233K 0.02% -270 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: 2,120 shares; 2026Q2: 906 shares 906 $231K 0.02% -1,214 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 73 shares; 2026Q2: 72 shares 72 $230K 0.02% -1 Timeline TSLR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 7,360 shares; 2025Q4: 8,098 shares; 2026Q1: not reported; 2026Q2: 9,428 shares 9,428 $229K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares; 2026Q2: 1,667 shares 1,667 $228K 0.02% +8 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 804 shares; 2025Q3: 823 shares; 2025Q4: 870 shares; 2026Q1: not reported; 2026Q2: 712 shares 712 $227K 0.02% 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: 1,008 shares 1,008 $226K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $222K 0.02% new Timeline IJJ 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: 1,490 shares 1,490 $220K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,011 shares; 2025Q3: 1,012 shares; 2025Q4: 1,039 shares; 2026Q1: not reported; 2026Q2: 639 shares 639 $219K 0.02% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,588 shares; 2025Q1: 5,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $217K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,546 shares; 2024Q4: 5,172 shares; 2025Q1: 3,463 shares; 2025Q2: 1,864 shares; 2025Q3: 1,794 shares; 2025Q4: 1,741 shares; 2026Q1: 1,636 shares; 2026Q2: 987 shares 987 $217K 0.02% -649 Timeline DTD 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: 2,312 shares 2,312 $216K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 631 shares; 2026Q2: 581 shares 581 $215K 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,907 shares; 2025Q4: 3,065 shares; 2026Q1: not reported; 2026Q2: 2,629 shares 2,629 $213K 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,274 shares 1,274 $212K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 840 shares; 2025Q4: 676 shares; 2026Q1: 681 shares; 2026Q2: 424 shares 424 $210K 0.02% -257 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 2,442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,275 shares 1,275 $208K 0.02% new Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,906 shares 5,906 $207K 0.02% new Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,716 shares; 2026Q1: not reported; 2026Q2: 1,734 shares 1,734 $206K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $201K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: not reported; 2026Q2: 583 shares 583 $200K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,061 shares; 2026Q2: 10,141 shares 10,141 $194K 0.02% +80 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,870 shares; 2024Q4: 10,875 shares; 2025Q1: 10,970 shares; 2025Q2: 10,975 shares; 2025Q3: 10,560 shares; 2025Q4: not reported; 2026Q1: 10,070 shares; 2026Q2: 10,054 shares 10,054 $192K 0.02% -16 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: 10,092 shares; 2024Q4: not reported; 2025Q1: 18,969 shares; 2025Q2: 13,203 shares; 2025Q3: 12,615 shares; 2025Q4: not reported; 2026Q1: 12,339 shares; 2026Q2: 16,136 shares 16,136 $162K 0.01% +3,797 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,178 shares; 2024Q4: 9,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,254 shares; 2025Q4: 11,176 shares; 2026Q1: 11,091 shares; 2026Q2: 11,114 shares 11,114 $142K 0.01% +23 Timeline PTIR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 11,288 shares; 2026Q2: 12,992 shares 12,992 $122K 0.01% +1,704 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,144 shares; 2024Q4: 10,284 shares; 2025Q1: 10,429 shares; 2025Q2: 10,142 shares; 2025Q3: 10,277 shares; 2025Q4: 10,413 shares; 2026Q1: 10,547 shares; 2026Q2: 10,678 shares 10,678 $115K 0.01% +131 Timeline DAMD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,038 shares 50,038 $70.6K 0.01% new Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS 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: 11,884 shares; 2026Q1: 11,884 shares; 2026Q2: 18,760 shares 18,760 $52.3K <0.01% +6,876 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares; 2026Q1: 10,960 shares; 2026Q2: 10,960 shares 10,960 $42.2K <0.01% 0 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.8K <0.01% 0 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $12.9K <0.01% 0