AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,857 shares; 2024Q4: 661,062 shares; 2025Q1: 648,795 shares; 2025Q2: 644,220 shares; 2025Q3: 631,332 shares; 2025Q4: 628,192 shares; 2026Q1: 614,413 shares; 2026Q2: 586,917 shares 586,917 $170M 9.2% -27,496 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: 354,209 shares; 2024Q4: 361,942 shares; 2025Q1: 292,860 shares; 2025Q2: 275,179 shares; 2025Q3: 281,064 shares; 2025Q4: 279,794 shares; 2026Q1: 282,055 shares; 2026Q2: 280,617 shares 280,617 $163M 8.83% -1,438 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: 451,449 shares; 2024Q4: 532,979 shares; 2025Q1: 564,659 shares; 2025Q2: 582,532 shares; 2025Q3: 590,428 shares; 2025Q4: 596,584 shares; 2026Q1: 585,787 shares; 2026Q2: 580,323 shares 580,323 $116M 6.29% -5,464 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: 2,755 shares; 2024Q4: 2,996 shares; 2025Q1: 2,761 shares; 2025Q2: 3,161 shares; 2025Q3: 2,662 shares; 2025Q4: 4,522 shares; 2026Q1: 85,438 shares; 2026Q2: 93,155 shares 93,155 $108M 5.82% +7,717 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: 403,281 shares; 2024Q4: 418,098 shares; 2025Q1: 421,170 shares; 2025Q2: 430,429 shares; 2025Q3: 428,839 shares; 2025Q4: 430,150 shares; 2026Q1: 381,860 shares; 2026Q2: 370,738 shares 370,738 $88.4M 4.78% -11,122 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: 111,116 shares; 2024Q4: 115,021 shares; 2025Q1: 127,692 shares; 2025Q2: 113,447 shares; 2025Q3: 113,090 shares; 2025Q4: 117,444 shares; 2026Q1: 134,344 shares; 2026Q2: 140,575 shares 140,575 $50.2M 2.72% +6,231 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,118 shares; 2024Q4: 304,593 shares; 2025Q1: 310,883 shares; 2025Q2: 315,772 shares; 2025Q3: 312,143 shares; 2025Q4: 313,220 shares; 2026Q1: 328,956 shares; 2026Q2: 332,683 shares 332,683 $39.6M 2.14% +3,727 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: not reported; 2025Q1: 7,279 shares; 2025Q2: 31,474 shares; 2025Q3: 36,476 shares; 2025Q4: 322,305 shares; 2026Q1: 357,549 shares; 2026Q2: 433,296 shares 433,296 $38.1M 2.06% +75,747 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: 56,991 shares; 2024Q4: 53,781 shares; 2025Q1: 52,281 shares; 2025Q2: 46,458 shares; 2025Q3: 46,069 shares; 2025Q4: 46,981 shares; 2026Q1: 49,228 shares; 2026Q2: 50,005 shares 50,005 $37.4M 2.03% +777 Timeline JCPB 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: 183,777 shares; 2024Q4: 185,269 shares; 2025Q1: 430,196 shares; 2025Q2: 458,854 shares; 2025Q3: 497,189 shares; 2025Q4: 536,367 shares; 2026Q1: 592,576 shares; 2026Q2: 714,345 shares 714,345 $33.5M 1.82% +121,769 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: 5,282 shares; 2024Q4: 3,344 shares; 2025Q1: 3,745 shares; 2025Q2: 3,463 shares; 2025Q3: 3,201 shares; 2025Q4: 33,398 shares; 2026Q1: 35,607 shares; 2026Q2: 43,074 shares 43,074 $29.6M 1.6% +7,467 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: 168,045 shares; 2024Q4: 169,318 shares; 2025Q1: 169,065 shares; 2025Q2: 169,489 shares; 2025Q3: 165,973 shares; 2025Q4: 166,402 shares; 2026Q1: 94,051 shares; 2026Q2: 77,904 shares 77,904 $29.1M 1.57% -16,147 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,544 shares; 2024Q4: 1,104,801 shares; 2025Q1: 1,572,690 shares; 2025Q2: 1,877,230 shares; 2025Q3: 2,270,760 shares; 2025Q4: 2,324,364 shares; 2026Q1: 2,477,088 shares; 2026Q2: 2,402,001 shares 2,402,001 $26.2M 1.42% -75,087 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,669 shares; 2024Q4: 81,394 shares; 2025Q1: 141,706 shares; 2025Q2: 132,146 shares; 2025Q3: 230,866 shares; 2025Q4: 257,739 shares; 2026Q1: 272,585 shares; 2026Q2: 278,665 shares 278,665 $21.7M 1.18% +6,080 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: 181,543 shares; 2024Q4: 185,731 shares; 2025Q1: 192,448 shares; 2025Q2: 204,709 shares; 2025Q3: 212,601 shares; 2025Q4: 232,536 shares; 2026Q1: 246,737 shares; 2026Q2: 255,392 shares 255,392 $19.4M 1.05% +8,655 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,602 shares; 2024Q4: 242,344 shares; 2025Q1: 249,252 shares; 2025Q2: 266,962 shares; 2025Q3: 278,294 shares; 2025Q4: 292,297 shares; 2026Q1: 305,401 shares; 2026Q2: 316,139 shares 316,139 $19.2M 1.04% +10,738 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: 22,824 shares; 2024Q4: 23,104 shares; 2025Q1: 22,621 shares; 2025Q2: 16,593 shares; 2025Q3: 22,108 shares; 2025Q4: 26,546 shares; 2026Q1: 22,699 shares; 2026Q2: 25,485 shares 25,485 $18.8M 1.02% +2,786 Timeline GSSC 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: 24,870 shares; 2025Q3: 155,015 shares; 2025Q4: 165,278 shares; 2026Q1: 176,089 shares; 2026Q2: 181,978 shares 181,978 $16.6M 0.9% +5,889 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: 9,135 shares; 2024Q4: 10,115 shares; 2025Q1: 10,656 shares; 2025Q2: 11,196 shares; 2025Q3: 12,384 shares; 2025Q4: 17,218 shares; 2026Q1: 14,088 shares; 2026Q2: 19,902 shares 19,902 $14.9M 0.8% +5,814 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,676 shares; 2024Q4: 257,928 shares; 2025Q1: 245,557 shares; 2025Q2: 255,733 shares; 2025Q3: 264,087 shares; 2025Q4: 276,050 shares; 2026Q1: 282,921 shares; 2026Q2: 295,597 shares 295,597 $14.6M 0.79% +12,676 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: 15,611 shares; 2024Q4: 16,537 shares; 2025Q1: 18,183 shares; 2025Q2: 19,179 shares; 2025Q3: 18,322 shares; 2025Q4: 20,778 shares; 2026Q1: 26,884 shares; 2026Q2: 33,967 shares 33,967 $14.3M 0.77% +7,083 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: not reported; 2025Q1: 64,828 shares; 2025Q2: 98,079 shares; 2025Q3: 112,012 shares; 2025Q4: 119,469 shares; 2026Q1: 163,139 shares; 2026Q2: 154,356 shares 154,356 $14.1M 0.77% -8,783 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares; 2026Q2: 46,967 shares 46,967 $14M 0.76% +44,905 Timeline GBIL 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: 96,461 shares; 2024Q4: 88,644 shares; 2025Q1: 87,016 shares; 2025Q2: 78,866 shares; 2025Q3: 105,404 shares; 2025Q4: 121,481 shares; 2026Q1: 136,966 shares; 2026Q2: 137,866 shares 137,866 $13.8M 0.75% +900 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: 16,344 shares; 2025Q4: 18,725 shares; 2026Q1: 231,737 shares; 2026Q2: 306,485 shares 306,485 $13.8M 0.75% +74,748 Timeline JIVE 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: 86,784 shares; 2025Q1: 127,261 shares; 2025Q2: 139,943 shares; 2025Q3: 142,972 shares; 2025Q4: 145,962 shares; 2026Q1: 144,251 shares; 2026Q2: 148,795 shares 148,795 $13.7M 0.74% +4,544 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,727 shares; 2026Q1: 192,988 shares; 2026Q2: 271,188 shares 271,188 $13.7M 0.74% +78,200 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: 113,184 shares; 2024Q4: 112,088 shares; 2025Q1: 112,639 shares; 2025Q2: 119,005 shares; 2025Q3: 119,265 shares; 2025Q4: 128,946 shares; 2026Q1: 133,131 shares; 2026Q2: 138,170 shares 138,170 $13.3M 0.72% +5,039 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,324 shares; 2024Q4: 89,067 shares; 2025Q1: 100,352 shares; 2025Q2: 103,287 shares; 2025Q3: 120,303 shares; 2025Q4: 240,962 shares; 2026Q1: 243,628 shares; 2026Q2: 209,559 shares 209,559 $13M 0.71% -34,069 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: 5,188 shares; 2025Q1: 20,432 shares; 2025Q2: 23,050 shares; 2025Q3: 36,534 shares; 2025Q4: 237,395 shares; 2026Q1: 258,475 shares; 2026Q2: 250,825 shares 250,825 $12.7M 0.69% -7,650 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,728 shares; 2024Q4: 401,356 shares; 2025Q1: 246,510 shares; 2025Q2: 274,892 shares; 2025Q3: 288,478 shares; 2025Q4: 309,205 shares; 2026Q1: 259,986 shares; 2026Q2: 266,113 shares 266,113 $12.5M 0.68% +6,127 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: 61,972 shares; 2024Q4: 60,885 shares; 2025Q1: 58,776 shares; 2025Q2: 57,871 shares; 2025Q3: 56,531 shares; 2025Q4: 55,606 shares; 2026Q1: 53,144 shares; 2026Q2: 47,929 shares 47,929 $12.1M 0.65% -5,215 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: 97,964 shares; 2024Q4: 307,618 shares; 2025Q1: 301,253 shares; 2025Q2: 298,570 shares; 2025Q3: 320,994 shares; 2025Q4: 321,446 shares; 2026Q1: 323,032 shares; 2026Q2: 336,670 shares 336,670 $10.7M 0.58% +13,638 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,475 shares; 2024Q4: 23,862 shares; 2025Q1: 28,682 shares; 2025Q2: 122,549 shares; 2025Q3: 171,809 shares; 2025Q4: 184,286 shares; 2026Q1: 208,139 shares; 2026Q2: 209,101 shares 209,101 $10.6M 0.57% +962 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: 25,556 shares; 2024Q4: 26,472 shares; 2025Q1: 28,238 shares; 2025Q2: 29,715 shares; 2025Q3: 31,160 shares; 2025Q4: 31,417 shares; 2026Q1: 27,349 shares; 2026Q2: 28,623 shares 28,623 $10.1M 0.55% +1,274 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,266 shares; 2024Q4: 42,257 shares; 2025Q1: 36,550 shares; 2025Q2: 36,516 shares; 2025Q3: 36,250 shares; 2025Q4: 130,375 shares; 2026Q1: 125,710 shares; 2026Q2: 136,856 shares 136,856 $9.75M 0.53% +11,146 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,190 shares; 2026Q1: 217,742 shares; 2026Q2: 228,739 shares 228,739 $7.85M 0.42% +10,997 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: 9,294 shares; 2024Q4: 10,210 shares; 2025Q1: 10,058 shares; 2025Q2: 9,077 shares; 2025Q3: 9,068 shares; 2025Q4: 9,387 shares; 2026Q1: 9,630 shares; 2026Q2: 10,829 shares 10,829 $7.83M 0.42% +1,199 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: 58,444 shares; 2024Q4: 51,344 shares; 2025Q1: 50,957 shares; 2025Q2: 51,403 shares; 2025Q3: 51,465 shares; 2025Q4: 53,523 shares; 2026Q1: 55,738 shares; 2026Q2: 56,694 shares 56,694 $7.8M 0.42% +956 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: 219,790 shares; 2024Q4: 172,256 shares; 2025Q1: 165,907 shares; 2025Q2: 138,963 shares; 2025Q3: 129,684 shares; 2025Q4: 137,366 shares; 2026Q1: 137,535 shares; 2026Q2: 168,241 shares 168,241 $7.76M 0.42% +30,706 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,742 shares; 2025Q4: 247,706 shares; 2026Q1: 380,472 shares; 2026Q2: 459,841 shares 459,841 $7.68M 0.42% +79,369 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,639 shares; 2024Q4: 83,343 shares; 2025Q1: 84,187 shares; 2025Q2: 61,697 shares; 2025Q3: 105,786 shares; 2025Q4: 111,308 shares; 2026Q1: 109,391 shares; 2026Q2: 111,782 shares 111,782 $7.6M 0.41% +2,391 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: 3,578 shares; 2024Q4: 4,038 shares; 2025Q1: 5,301 shares; 2025Q2: 6,199 shares; 2025Q3: 6,809 shares; 2025Q4: 7,165 shares; 2026Q1: 13,628 shares; 2026Q2: 14,854 shares 14,854 $7.09M 0.38% +1,226 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,668 shares; 2026Q1: 101,127 shares; 2026Q2: 104,209 shares 104,209 $7.04M 0.38% +3,082 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: 8,174 shares; 2024Q4: 8,314 shares; 2025Q1: 7,690 shares; 2025Q2: 9,492 shares; 2025Q3: 9,542 shares; 2025Q4: 10,913 shares; 2026Q1: 13,352 shares; 2026Q2: 12,150 shares 12,150 $6.84M 0.37% -1,202 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,250 shares; 2025Q1: 27,850 shares; 2025Q2: not reported; 2025Q3: 43,525 shares; 2025Q4: 58,675 shares; 2026Q1: 134,145 shares; 2026Q2: 67,895 shares 67,895 $6.81M 0.37% -66,250 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,842 shares; 2024Q4: 15,847 shares; 2025Q1: 15,764 shares; 2025Q2: 15,294 shares; 2025Q3: 14,723 shares; 2025Q4: 14,647 shares; 2026Q1: 12,723 shares; 2026Q2: 12,683 shares 12,683 $6.46M 0.35% -40 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,548 shares; 2024Q4: 12,198 shares; 2025Q1: 17,180 shares; 2025Q2: 17,288 shares; 2025Q3: 21,140 shares; 2025Q4: 22,083 shares; 2026Q1: 18,344 shares; 2026Q2: 17,308 shares 17,308 $6.33M 0.34% -1,036 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,973 shares; 2026Q1: 16,978 shares; 2026Q2: 135,498 shares 135,498 $6.32M 0.34% +118,520 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: 47,946 shares; 2024Q4: 58,596 shares; 2025Q1: 61,712 shares; 2025Q2: 86,286 shares; 2025Q3: 88,185 shares; 2025Q4: 97,176 shares; 2026Q1: 104,010 shares; 2026Q2: 53,442 shares 53,442 $6.24M 0.34% -50,568 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,466 shares; 2024Q4: 158,342 shares; 2025Q1: 166,939 shares; 2025Q2: 153,207 shares; 2025Q3: 178,936 shares; 2025Q4: 137,873 shares; 2026Q1: 148,403 shares; 2026Q2: 152,292 shares 152,292 $6.11M 0.33% +3,889 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: 144,834 shares; 2024Q4: 159,468 shares; 2025Q1: 159,364 shares; 2025Q2: 153,441 shares; 2025Q3: 162,571 shares; 2025Q4: 150,319 shares; 2026Q1: 143,826 shares; 2026Q2: 144,240 shares 144,240 $6.11M 0.33% +414 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: 12,954 shares; 2024Q4: 11,081 shares; 2025Q1: 16,311 shares; 2025Q2: 18,845 shares; 2025Q3: 20,157 shares; 2025Q4: 27,563 shares; 2026Q1: 28,264 shares; 2026Q2: 26,443 shares 26,443 $6M 0.33% -1,821 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,498 shares; 2025Q3: 114,419 shares; 2025Q4: 123,278 shares; 2026Q1: 142,450 shares; 2026Q2: 150,118 shares 150,118 $5.88M 0.32% +7,668 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,664 shares; 2026Q1: 199,291 shares; 2026Q2: 205,303 shares 205,303 $5.83M 0.32% +6,012 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: 159,653 shares; 2024Q4: 147,815 shares; 2025Q1: 148,359 shares; 2025Q2: 160,073 shares; 2025Q3: 49,436 shares; 2025Q4: 41,678 shares; 2026Q1: 38,936 shares; 2026Q2: 38,859 shares 38,859 $5.76M 0.31% -77 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,267 shares; 2024Q4: 7,892 shares; 2025Q1: 4,299 shares; 2025Q2: 3,500 shares; 2025Q3: 3,510 shares; 2025Q4: 47,740 shares; 2026Q1: 75,563 shares; 2026Q2: 78,453 shares 78,453 $5.76M 0.31% +2,890 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,816 shares; 2026Q1: 117,388 shares; 2026Q2: 112,822 shares 112,822 $5.62M 0.3% -4,566 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 252,589 shares 252,589 $5.25M 0.28% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,520 shares; 2024Q4: 56,763 shares; 2025Q1: 48,124 shares; 2025Q2: 44,161 shares; 2025Q3: 42,757 shares; 2025Q4: 39,288 shares; 2026Q1: 38,428 shares; 2026Q2: 38,014 shares 38,014 $5.2M 0.28% -414 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,810 shares; 2024Q4: 142,140 shares; 2025Q1: 148,850 shares; 2025Q2: 133,950 shares; 2025Q3: 91,915 shares; 2025Q4: 87,924 shares; 2026Q1: 64,064 shares; 2026Q2: 61,458 shares 61,458 $5.1M 0.28% -2,606 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: 14,011 shares; 2024Q4: 13,358 shares; 2025Q1: 13,811 shares; 2025Q2: 14,484 shares; 2025Q3: 15,635 shares; 2025Q4: 15,843 shares; 2026Q1: 15,448 shares; 2026Q2: 15,179 shares 15,179 $4.97M 0.27% -269 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,493 shares; 2026Q1: not reported; 2026Q2: 97,519 shares 97,519 $4.92M 0.27% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,372 shares; 2026Q1: 178,336 shares; 2026Q2: 169,453 shares 169,453 $4.92M 0.27% -8,883 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,778 shares; 2026Q1: 102,805 shares; 2026Q2: 96,929 shares 96,929 $4.8M 0.26% -5,876 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,620 shares; 2024Q4: 23,732 shares; 2025Q1: 21,855 shares; 2025Q2: 22,824 shares; 2025Q3: 24,805 shares; 2025Q4: 26,044 shares; 2026Q1: 32,929 shares; 2026Q2: 37,224 shares 37,224 $4.76M 0.26% +4,295 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: 52,092 shares; 2024Q4: 54,341 shares; 2025Q1: 53,946 shares; 2025Q2: 53,296 shares; 2025Q3: 52,192 shares; 2025Q4: 63,232 shares; 2026Q1: 64,187 shares; 2026Q2: 62,808 shares 62,808 $4.52M 0.24% -1,379 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: 8,592 shares; 2024Q4: 9,078 shares; 2025Q1: 8,328 shares; 2025Q2: 7,819 shares; 2025Q3: 8,177 shares; 2025Q4: 19,264 shares; 2026Q1: 22,226 shares; 2026Q2: 23,595 shares 23,595 $4.5M 0.24% +1,369 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: 33,029 shares; 2024Q4: 30,390 shares; 2025Q1: 47,829 shares; 2025Q2: 63,980 shares; 2025Q3: 70,269 shares; 2025Q4: 80,325 shares; 2026Q1: 61,226 shares; 2026Q2: 49,722 shares 49,722 $4.12M 0.22% -11,504 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,720 shares; 2025Q1: 9,352 shares; 2025Q2: 10,320 shares; 2025Q3: 9,052 shares; 2025Q4: 8,550 shares; 2026Q1: 7,964 shares; 2026Q2: 8,099 shares 8,099 $4.05M 0.22% +135 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,725 shares; 2025Q3: 53,114 shares; 2025Q4: 57,443 shares; 2026Q1: 72,364 shares; 2026Q2: 75,283 shares 75,283 $3.97M 0.21% +2,919 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,863 shares; 2026Q1: 71,476 shares; 2026Q2: 77,404 shares 77,404 $3.86M 0.21% +5,928 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,327 shares; 2024Q4: 14,828 shares; 2025Q1: 14,377 shares; 2025Q2: 15,573 shares; 2025Q3: 15,242 shares; 2025Q4: 13,912 shares; 2026Q1: 13,992 shares; 2026Q2: 23,172 shares 23,172 $3.68M 0.2% +9,180 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: 5,330 shares; 2024Q4: 5,490 shares; 2025Q1: 6,454 shares; 2025Q2: 6,794 shares; 2025Q3: 7,199 shares; 2025Q4: 8,419 shares; 2026Q1: 8,676 shares; 2026Q2: 9,626 shares 9,626 $3.64M 0.2% +950 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,104 shares; 2024Q4: 28,297 shares; 2025Q1: 32,548 shares; 2025Q2: 31,923 shares; 2025Q3: 34,244 shares; 2025Q4: 35,263 shares; 2026Q1: 36,083 shares; 2026Q2: 33,743 shares 33,743 $3.63M 0.2% -2,340 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: 15,063 shares; 2024Q4: 15,219 shares; 2025Q1: 12,182 shares; 2025Q2: 14,502 shares; 2025Q3: 11,372 shares; 2025Q4: 10,391 shares; 2026Q1: 10,911 shares; 2026Q2: 44,844 shares 44,844 $3.61M 0.2% +33,933 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,526 shares; 2024Q4: 3,988 shares; 2025Q1: 4,489 shares; 2025Q2: 5,261 shares; 2025Q3: 5,474 shares; 2025Q4: 6,409 shares; 2026Q1: 6,340 shares; 2026Q2: 6,853 shares 6,853 $3.58M 0.19% +513 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: 7,347 shares; 2024Q4: 8,444 shares; 2025Q1: 11,938 shares; 2025Q2: 9,374 shares; 2025Q3: 15,883 shares; 2025Q4: 46,694 shares; 2026Q1: 55,877 shares; 2026Q2: 70,667 shares 70,667 $3.57M 0.19% +14,790 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,878 shares; 2024Q4: 9,391 shares; 2025Q1: 9,451 shares; 2025Q2: 10,140 shares; 2025Q3: 10,077 shares; 2025Q4: 10,166 shares; 2026Q1: 10,040 shares; 2026Q2: 19,050 shares 19,050 $3.53M 0.19% +9,010 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,457 shares; 2024Q4: 32,970 shares; 2025Q1: 34,003 shares; 2025Q2: 36,568 shares; 2025Q3: 35,653 shares; 2025Q4: 33,163 shares; 2026Q1: 31,795 shares; 2026Q2: 62,637 shares 62,637 $3.52M 0.19% +30,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,659 shares 38,659 $3.5M 0.19% new Timeline SCHZ 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: 78,836 shares; 2025Q3: 89,815 shares; 2025Q4: 89,964 shares; 2026Q1: 97,767 shares; 2026Q2: 150,899 shares 150,899 $3.49M 0.19% +53,132 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,726 shares; 2024Q4: 37,953 shares; 2025Q1: 28,126 shares; 2025Q2: 36,989 shares; 2025Q3: 37,418 shares; 2025Q4: 42,871 shares; 2026Q1: 42,457 shares; 2026Q2: 39,665 shares 39,665 $3.43M 0.19% -2,792 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: 12,433 shares; 2024Q4: 9,556 shares; 2025Q1: 8,768 shares; 2025Q2: 8,801 shares; 2025Q3: 9,247 shares; 2025Q4: 9,717 shares; 2026Q1: 9,336 shares; 2026Q2: 9,130 shares 9,130 $3.36M 0.18% -206 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,131 shares 135,131 $3.27M 0.18% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,774 shares; 2024Q4: 12,672 shares; 2025Q1: 11,250 shares; 2025Q2: 11,752 shares; 2025Q3: 12,331 shares; 2025Q4: 17,199 shares; 2026Q1: 22,310 shares; 2026Q2: 16,372 shares 16,372 $3.24M 0.18% -5,938 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,127 shares; 2024Q4: 67,275 shares; 2025Q1: 68,591 shares; 2025Q2: 34,461 shares; 2025Q3: 50,774 shares; 2025Q4: 64,312 shares; 2026Q1: 62,155 shares; 2026Q2: 63,394 shares 63,394 $3.21M 0.17% +1,239 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: 34,409 shares; 2024Q4: 31,314 shares; 2025Q1: 34,186 shares; 2025Q2: 35,923 shares; 2025Q3: 33,788 shares; 2025Q4: 27,818 shares; 2026Q1: 28,101 shares; 2026Q2: 14,473 shares 14,473 $3.18M 0.17% -13,628 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,761 shares; 2026Q2: 86,147 shares 86,147 $3.15M 0.17% +40,386 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,541 shares; 2024Q4: 24,120 shares; 2025Q1: 21,446 shares; 2025Q2: 23,813 shares; 2025Q3: 25,772 shares; 2025Q4: 28,189 shares; 2026Q1: 29,338 shares; 2026Q2: 31,749 shares 31,749 $3M 0.16% +2,411 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 9,495 shares; 2026Q2: 8,168 shares 8,168 $2.98M 0.16% -1,327 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,924 shares; 2024Q4: 58,975 shares; 2025Q1: 61,516 shares; 2025Q2: 61,912 shares; 2025Q3: 64,793 shares; 2025Q4: 64,072 shares; 2026Q1: 62,432 shares; 2026Q2: 72,332 shares 72,332 $2.92M 0.16% +9,900 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: 2,756 shares; 2024Q4: 2,752 shares; 2025Q1: 2,680 shares; 2025Q2: 2,684 shares; 2025Q3: 2,738 shares; 2025Q4: 2,881 shares; 2026Q1: 2,693 shares; 2026Q2: 2,722 shares 2,722 $2.9M 0.16% +29 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,312 shares; 2026Q2: 37,964 shares 37,964 $2.89M 0.16% +17,652 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: 14,796 shares; 2024Q4: 16,120 shares; 2025Q1: 14,714 shares; 2025Q2: 14,390 shares; 2025Q3: 14,227 shares; 2025Q4: 15,865 shares; 2026Q1: 13,589 shares; 2026Q2: 13,291 shares 13,291 $2.88M 0.16% -298 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,889 shares; 2025Q4: 38,273 shares; 2026Q1: 47,247 shares; 2026Q2: 53,933 shares 53,933 $2.86M 0.16% +6,686 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 3,089 shares; 2025Q1: 3,408 shares; 2025Q2: 3,369 shares; 2025Q3: 3,104 shares; 2025Q4: 3,074 shares; 2026Q1: 3,034 shares; 2026Q2: 3,028 shares 3,028 $2.83M 0.15% -6 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: 16,271 shares; 2024Q4: 17,267 shares; 2025Q1: 17,763 shares; 2025Q2: 18,703 shares; 2025Q3: 19,008 shares; 2025Q4: 22,318 shares; 2026Q1: 20,045 shares; 2026Q2: 19,229 shares 19,229 $2.82M 0.15% -816 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: 41,502 shares; 2024Q4: 38,200 shares; 2025Q1: 40,154 shares; 2025Q2: 34,321 shares; 2025Q3: 34,242 shares; 2025Q4: 36,661 shares; 2026Q1: 89,032 shares; 2026Q2: 121,869 shares 121,869 $2.78M 0.15% +32,837 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,687 shares; 2025Q4: 2,752 shares; 2026Q1: 3,129 shares; 2026Q2: 16,226 shares 16,226 $2.76M 0.15% +13,097 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,392 shares; 2024Q4: 8,648 shares; 2025Q1: 8,530 shares; 2025Q2: 8,573 shares; 2025Q3: 7,743 shares; 2025Q4: 7,383 shares; 2026Q1: 7,407 shares; 2026Q2: 8,010 shares 8,010 $2.75M 0.15% +603 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: 9,539 shares; 2024Q4: 9,931 shares; 2025Q1: 9,971 shares; 2025Q2: 10,437 shares; 2025Q3: 10,329 shares; 2025Q4: 11,424 shares; 2026Q1: 12,259 shares; 2026Q2: 12,589 shares 12,589 $2.74M 0.15% +330 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,835 shares; 2025Q1: 4,555 shares; 2025Q2: 6,004 shares; 2025Q3: 9,375 shares; 2025Q4: 20,012 shares; 2026Q1: 21,300 shares; 2026Q2: 23,064 shares 23,064 $2.7M 0.15% +1,764 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,436 shares; 2025Q3: 30,548 shares; 2025Q4: 37,142 shares; 2026Q1: 32,387 shares; 2026Q2: 26,135 shares 26,135 $2.66M 0.14% -6,252 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,246 shares; 2025Q1: 21,997 shares; 2025Q2: 36,964 shares; 2025Q3: 41,646 shares; 2025Q4: 57,631 shares; 2026Q1: 68,282 shares; 2026Q2: 78,008 shares 78,008 $2.64M 0.14% +9,726 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: 5,501 shares; 2024Q4: 5,505 shares; 2025Q1: 6,293 shares; 2025Q2: 5,773 shares; 2025Q3: 5,798 shares; 2025Q4: 7,036 shares; 2026Q1: 6,698 shares; 2026Q2: 6,910 shares 6,910 $2.56M 0.14% +212 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 5,109 shares; 2025Q3: 7,792 shares; 2025Q4: 10,865 shares; 2026Q1: 13,457 shares; 2026Q2: 15,687 shares 15,687 $2.53M 0.14% +2,230 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,386 shares; 2026Q2: 9,312 shares 9,312 $2.53M 0.14% +3,926 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,942 shares; 2026Q2: 49,241 shares 49,241 $2.48M 0.13% +13,299 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: 21,846 shares; 2024Q4: 16,990 shares; 2025Q1: 22,811 shares; 2025Q2: 22,789 shares; 2025Q3: 22,759 shares; 2025Q4: 26,480 shares; 2026Q1: 28,628 shares; 2026Q2: 25,476 shares 25,476 $2.46M 0.13% -3,152 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: not reported; 2025Q3: 687 shares; 2025Q4: 420 shares; 2026Q1: 2,025 shares; 2026Q2: 2,089 shares 2,089 $2.45M 0.13% +64 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: not reported; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 2,094 shares; 2025Q3: 1,991 shares; 2025Q4: 1,993 shares; 2026Q1: 1,998 shares; 2026Q2: 10,118 shares 10,118 $2.45M 0.13% +8,120 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,226 shares; 2025Q2: 23,682 shares; 2025Q3: 47,375 shares; 2025Q4: 56,895 shares; 2026Q1: 61,926 shares; 2026Q2: 54,963 shares 54,963 $2.37M 0.13% -6,963 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,885 shares 4,885 $2.36M 0.13% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,332 shares; 2026Q2: 41,165 shares 41,165 $2.34M 0.13% +36,833 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,195 shares; 2025Q1: 3,384 shares; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 4,065 shares; 2026Q1: 1,641 shares; 2026Q2: 6,970 shares 6,970 $2.33M 0.13% +5,329 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: 2,914 shares; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,849 shares; 2025Q4: 3,061 shares; 2026Q1: 2,643 shares; 2026Q2: 2,354 shares 2,354 $2.27M 0.12% -289 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: 46,419 shares; 2024Q4: 43,800 shares; 2025Q1: 66,965 shares; 2025Q2: 125,832 shares; 2025Q3: 145,690 shares; 2025Q4: 262,188 shares; 2026Q1: 240,225 shares; 2026Q2: 209,424 shares 209,424 $2.26M 0.12% -30,801 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: 13,164 shares; 2024Q4: 12,899 shares; 2025Q1: 12,693 shares; 2025Q2: 12,285 shares; 2025Q3: 12,031 shares; 2025Q4: 13,616 shares; 2026Q1: 14,084 shares; 2026Q2: 14,065 shares 14,065 $2.22M 0.12% -19 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 10,312 shares; 2025Q1: 9,248 shares; 2025Q2: 9,255 shares; 2025Q3: 9,242 shares; 2025Q4: 8,509 shares; 2026Q1: 9,055 shares; 2026Q2: 41,076 shares 41,076 $2.2M 0.12% +32,021 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,232 shares 7,232 $2.19M 0.12% new 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: 3,297 shares; 2024Q4: 7,050 shares; 2025Q1: 7,668 shares; 2025Q2: 8,384 shares; 2025Q3: 8,733 shares; 2025Q4: 8,510 shares; 2026Q1: 7,136 shares; 2026Q2: 6,336 shares 6,336 $2.16M 0.12% -800 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: 7,264 shares; 2024Q4: 7,185 shares; 2025Q1: 7,177 shares; 2025Q2: 7,220 shares; 2025Q3: 7,060 shares; 2025Q4: 6,970 shares; 2026Q1: 6,761 shares; 2026Q2: 6,658 shares 6,658 $2.02M 0.11% -103 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: 4,600 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,507 shares; 2025Q3: 4,188 shares; 2025Q4: 4,078 shares; 2026Q1: 4,050 shares; 2026Q2: 16,202 shares 16,202 $2.01M 0.11% +12,152 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: 72,102 shares; 2024Q4: 68,554 shares; 2025Q1: 55,370 shares; 2025Q2: 75,305 shares; 2025Q3: 68,364 shares; 2025Q4: 66,544 shares; 2026Q1: 56,496 shares; 2026Q2: 26,138 shares 26,138 $2M 0.11% -30,358 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,863 shares; 2024Q4: 2,993 shares; 2025Q1: 3,305 shares; 2025Q2: 3,328 shares; 2025Q3: 3,090 shares; 2025Q4: 3,515 shares; 2026Q1: 3,657 shares; 2026Q2: 23,003 shares 23,003 $1.98M 0.11% +19,346 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,082 shares; 2024Q4: 19,814 shares; 2025Q1: 21,605 shares; 2025Q2: 20,674 shares; 2025Q3: 21,885 shares; 2025Q4: 22,147 shares; 2026Q1: 22,133 shares; 2026Q2: 21,070 shares 21,070 $1.93M 0.1% -1,063 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: 6,664 shares; 2024Q4: 6,512 shares; 2025Q1: 6,274 shares; 2025Q2: 6,518 shares; 2025Q3: 7,237 shares; 2025Q4: 7,482 shares; 2026Q1: 7,335 shares; 2026Q2: 7,570 shares 7,570 $1.92M 0.1% +235 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: 23,042 shares; 2024Q4: 24,175 shares; 2025Q1: 23,694 shares; 2025Q2: 22,210 shares; 2025Q3: 22,627 shares; 2025Q4: 23,056 shares; 2026Q1: 22,401 shares; 2026Q2: 19,570 shares 19,570 $1.88M 0.1% -2,831 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,400 shares; 2024Q4: 99,900 shares; 2025Q1: 99,900 shares; 2025Q2: 91,150 shares; 2025Q3: 73,500 shares; 2025Q4: 72,500 shares; 2026Q1: 71,500 shares; 2026Q2: 72,500 shares 72,500 $1.88M 0.1% +1,000 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: 16,610 shares; 2024Q4: 17,079 shares; 2025Q1: 17,698 shares; 2025Q2: 14,052 shares; 2025Q3: 13,948 shares; 2025Q4: 12,805 shares; 2026Q1: 12,909 shares; 2026Q2: 11,214 shares 11,214 $1.86M 0.1% -1,695 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,454 shares; 2024Q4: 46,723 shares; 2025Q1: 47,809 shares; 2025Q2: 50,971 shares; 2025Q3: 70,474 shares; 2025Q4: 32,041 shares; 2026Q1: 33,487 shares; 2026Q2: 32,531 shares 32,531 $1.84M 0.1% -956 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: 12,162 shares; 2024Q4: 13,442 shares; 2025Q1: 14,595 shares; 2025Q2: 16,110 shares; 2025Q3: 14,558 shares; 2025Q4: 17,090 shares; 2026Q1: 15,896 shares; 2026Q2: 16,161 shares 16,161 $1.83M 0.1% +265 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: 19,453 shares; 2024Q4: 18,285 shares; 2025Q1: 20,031 shares; 2025Q2: 22,165 shares; 2025Q3: 21,630 shares; 2025Q4: 22,479 shares; 2026Q1: 21,986 shares; 2026Q2: 22,223 shares 22,223 $1.82M 0.1% +237 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: 16,954 shares; 2024Q4: 17,778 shares; 2025Q1: 17,951 shares; 2025Q2: 19,110 shares; 2025Q3: 19,844 shares; 2025Q4: 19,994 shares; 2026Q1: 20,140 shares; 2026Q2: 19,320 shares 19,320 $1.8M 0.1% -820 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 8,014 shares; 2025Q1: 8,025 shares; 2025Q2: 6,982 shares; 2025Q3: 7,022 shares; 2025Q4: 7,895 shares; 2026Q1: 7,905 shares; 2026Q2: 8,009 shares 8,009 $1.77M 0.1% +104 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: 112,972 shares; 2024Q4: 109,316 shares; 2025Q1: 89,243 shares; 2025Q2: 89,578 shares; 2025Q3: 90,037 shares; 2025Q4: 94,545 shares; 2026Q1: 92,577 shares; 2026Q2: 85,378 shares 85,378 $1.77M 0.1% -7,199 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 26,723 shares; 2025Q3: 32,482 shares; 2025Q4: 35,912 shares; 2026Q1: 39,046 shares; 2026Q2: 38,697 shares 38,697 $1.76M 0.1% -349 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,605 shares; 2025Q1: 1,645 shares; 2025Q2: 1,937 shares; 2025Q3: 1,791 shares; 2025Q4: 20,977 shares; 2026Q1: 22,222 shares; 2026Q2: 24,656 shares 24,656 $1.76M 0.1% +2,434 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,397 shares; 2025Q1: 1,392 shares; 2025Q2: 1,437 shares; 2025Q3: 1,397 shares; 2025Q4: 1,297 shares; 2026Q1: 990 shares; 2026Q2: 875 shares 875 $1.73M 0.09% -115 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,166 shares 14,166 $1.72M 0.09% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,078 shares 61,078 $1.71M 0.09% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,852 shares; 2024Q4: 13,686 shares; 2025Q1: 13,337 shares; 2025Q2: 13,394 shares; 2025Q3: 13,302 shares; 2025Q4: 19,032 shares; 2026Q1: 23,646 shares; 2026Q2: 27,462 shares 27,462 $1.64M 0.09% +3,816 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,542 shares; 2025Q1: 1,318 shares; 2025Q2: 1,165 shares; 2025Q3: 1,159 shares; 2025Q4: 1,107 shares; 2026Q1: 956 shares; 2026Q2: 1,346 shares 1,346 $1.61M 0.09% +390 Timeline LMUB 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: 30,518 shares; 2026Q2: 31,421 shares 31,421 $1.61M 0.09% +903 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: 4,589 shares; 2024Q4: 4,882 shares; 2025Q1: 4,750 shares; 2025Q2: 5,018 shares; 2025Q3: 4,774 shares; 2025Q4: 4,442 shares; 2026Q1: 4,772 shares; 2026Q2: 4,453 shares 4,453 $1.57M 0.09% -319 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: 21,332 shares; 2024Q4: 25,785 shares; 2025Q1: 24,204 shares; 2025Q2: 23,520 shares; 2025Q3: 24,504 shares; 2025Q4: 21,474 shares; 2026Q1: 15,356 shares; 2026Q2: 36,151 shares 36,151 $1.56M 0.08% +20,795 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,707 shares; 2024Q4: 191,773 shares; 2025Q1: 193,258 shares; 2025Q2: 130,418 shares; 2025Q3: 29,874 shares; 2025Q4: 31,136 shares; 2026Q1: 30,702 shares; 2026Q2: 29,962 shares 29,962 $1.54M 0.08% -740 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,754 shares; 2025Q1: 1,844 shares; 2025Q2: 1,824 shares; 2025Q3: 1,847 shares; 2025Q4: 1,906 shares; 2026Q1: 1,664 shares; 2026Q2: 1,561 shares 1,561 $1.53M 0.08% -103 Timeline VOT 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: 6,356 shares; 2024Q4: 5,626 shares; 2025Q1: 4,644 shares; 2025Q2: 4,584 shares; 2025Q3: 4,363 shares; 2025Q4: 4,328 shares; 2026Q1: 4,000 shares; 2026Q2: 4,837 shares 4,837 $1.48M 0.08% +837 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,509 shares; 2024Q4: 30,103 shares; 2025Q1: 29,416 shares; 2025Q2: 31,992 shares; 2025Q3: 28,545 shares; 2025Q4: 19,093 shares; 2026Q1: 18,621 shares; 2026Q2: 17,382 shares 17,382 $1.44M 0.08% -1,239 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,648 shares; 2025Q3: 42,041 shares; 2025Q4: 40,021 shares; 2026Q1: 38,936 shares; 2026Q2: 39,467 shares 39,467 $1.44M 0.08% +531 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,118 shares; 2026Q2: 4,209 shares 4,209 $1.43M 0.08% +91 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: 4,768 shares; 2024Q4: 5,124 shares; 2025Q1: 5,788 shares; 2025Q2: 5,584 shares; 2025Q3: 5,614 shares; 2025Q4: 5,458 shares; 2026Q1: 4,950 shares; 2026Q2: 5,055 shares 5,055 $1.42M 0.08% +105 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,781 shares; 2024Q4: 36,148 shares; 2025Q1: 21,585 shares; 2025Q2: 23,673 shares; 2025Q3: 12,929 shares; 2025Q4: 10,281 shares; 2026Q1: 14,911 shares; 2026Q2: 11,416 shares 11,416 $1.42M 0.08% -3,495 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 7,951 shares; 2025Q1: 29,319 shares; 2025Q2: not reported; 2025Q3: 29,400 shares; 2025Q4: 29,808 shares; 2026Q1: 30,502 shares; 2026Q2: 31,868 shares 31,868 $1.41M 0.08% +1,366 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,958 shares 27,958 $1.41M 0.08% new 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: 9,373 shares; 2024Q4: 10,278 shares; 2025Q1: 15,021 shares; 2025Q2: 15,130 shares; 2025Q3: 11,574 shares; 2025Q4: 11,674 shares; 2026Q1: 11,574 shares; 2026Q2: 5,184 shares 5,184 $1.38M 0.07% -6,390 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,670 shares; 2024Q4: 18,670 shares; 2025Q1: 18,370 shares; 2025Q2: 14,555 shares; 2025Q3: 12,155 shares; 2025Q4: 12,089 shares; 2026Q1: 12,015 shares; 2026Q2: 12,015 shares 12,015 $1.35M 0.07% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 3,587 shares; 2026Q1: 3,018 shares; 2026Q2: 3,082 shares 3,082 $1.34M 0.07% +64 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 24,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 12,500 shares; 2026Q1: 14,500 shares; 2026Q2: 112,000 shares 112,000 $1.31M 0.07% +97,500 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,212 shares; 2025Q2: not reported; 2025Q3: 36,666 shares; 2025Q4: 36,474 shares; 2026Q1: 37,132 shares; 2026Q2: 35,535 shares 35,535 $1.31M 0.07% -1,597 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,873 shares; 2024Q4: 7,979 shares; 2025Q1: 7,050 shares; 2025Q2: 4,909 shares; 2025Q3: 3,936 shares; 2025Q4: 6,734 shares; 2026Q1: 10,255 shares; 2026Q2: 15,407 shares 15,407 $1.3M 0.07% +5,152 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,408 shares; 2025Q4: 10,771 shares; 2026Q1: 13,800 shares; 2026Q2: 13,388 shares 13,388 $1.29M 0.07% -412 Timeline AVEX AEVEX CORP More: the full row for AEVEX 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: 61,200 shares 61,200 $1.28M 0.07% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,934 shares; 2025Q4: 85,321 shares; 2026Q1: 87,829 shares; 2026Q2: 21,384 shares 21,384 $1.28M 0.07% -66,445 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: 7,557 shares; 2024Q4: 7,822 shares; 2025Q1: 7,756 shares; 2025Q2: 7,839 shares; 2025Q3: 7,761 shares; 2025Q4: 9,056 shares; 2026Q1: 8,361 shares; 2026Q2: 8,692 shares 8,692 $1.27M 0.07% +331 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: 4,812 shares; 2024Q4: 5,076 shares; 2025Q1: 10,981 shares; 2025Q2: 10,149 shares; 2025Q3: 10,502 shares; 2025Q4: 10,953 shares; 2026Q1: 11,166 shares; 2026Q2: 11,486 shares 11,486 $1.27M 0.07% +320 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 3,308 shares; 2026Q1: 3,849 shares; 2026Q2: 2,614 shares 2,614 $1.26M 0.07% -1,235 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: 2,736 shares; 2024Q4: 3,484 shares; 2025Q1: 5,399 shares; 2025Q2: 5,379 shares; 2025Q3: 6,296 shares; 2025Q4: 6,004 shares; 2026Q1: 4,213 shares; 2026Q2: 4,163 shares 4,163 $1.25M 0.07% -50 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,273 shares; 2024Q4: 12,218 shares; 2025Q1: 12,143 shares; 2025Q2: 9,670 shares; 2025Q3: 8,507 shares; 2025Q4: 8,690 shares; 2026Q1: 8,282 shares; 2026Q2: 7,984 shares 7,984 $1.24M 0.07% -298 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: 1,901 shares; 2026Q1: 1,590 shares; 2026Q2: 1,933 shares 1,933 $1.23M 0.07% +343 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 806 shares; 2025Q1: 766 shares; 2025Q2: 677 shares; 2025Q3: 764 shares; 2025Q4: 2,499 shares; 2026Q1: 2,867 shares; 2026Q2: 2,775 shares 2,775 $1.21M 0.07% -92 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,524 shares; 2024Q4: 4,339 shares; 2025Q1: 3,627 shares; 2025Q2: 3,659 shares; 2025Q3: 3,597 shares; 2025Q4: 3,507 shares; 2026Q1: 3,481 shares; 2026Q2: 3,555 shares 3,555 $1.2M 0.07% +74 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: 5,665 shares; 2024Q4: 5,832 shares; 2025Q1: 6,972 shares; 2025Q2: 5,875 shares; 2025Q3: 6,011 shares; 2025Q4: 6,297 shares; 2026Q1: 6,183 shares; 2026Q2: 6,367 shares 6,367 $1.2M 0.06% +184 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 857 shares; 2025Q1: 762 shares; 2025Q2: 757 shares; 2025Q3: 846 shares; 2025Q4: 856 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $1.19M 0.06% 0 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: 1,916 shares; 2024Q4: 1,788 shares; 2025Q1: 2,794 shares; 2025Q2: 2,834 shares; 2025Q3: 2,849 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 1,836 shares 1,836 $1.18M 0.06% -1,004 Timeline SPDN 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: 30,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,253 shares; 2026Q1: 142,931 shares; 2026Q2: 130,413 shares 130,413 $1.13M 0.06% -12,518 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: 793 shares; 2024Q4: 839 shares; 2025Q1: 968 shares; 2025Q2: 872 shares; 2025Q3: 914 shares; 2025Q4: 1,033 shares; 2026Q1: 1,118 shares; 2026Q2: 9,412 shares 9,412 $1.12M 0.06% +8,294 Timeline IBTM 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: 28,089 shares; 2025Q4: 31,875 shares; 2026Q1: 46,652 shares; 2026Q2: 49,452 shares 49,452 $1.12M 0.06% +2,800 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: 14,459 shares; 2024Q4: 11,422 shares; 2025Q1: 11,172 shares; 2025Q2: 16,749 shares; 2025Q3: 16,116 shares; 2025Q4: 16,442 shares; 2026Q1: 14,880 shares; 2026Q2: 14,155 shares 14,155 $1.12M 0.06% -725 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,096 shares; 2024Q4: 15,532 shares; 2025Q1: 16,004 shares; 2025Q2: 13,119 shares; 2025Q3: 13,363 shares; 2025Q4: 18,256 shares; 2026Q1: 14,998 shares; 2026Q2: 14,405 shares 14,405 $1.11M 0.06% -593 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 6,335 shares; 2025Q4: 15,151 shares; 2026Q1: 24,500 shares; 2026Q2: 29,094 shares 29,094 $1.11M 0.06% +4,594 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: 10,271 shares; 2024Q4: 9,267 shares; 2025Q1: 8,515 shares; 2025Q2: 7,780 shares; 2025Q3: 7,057 shares; 2025Q4: 6,667 shares; 2026Q1: 4,214 shares; 2026Q2: 4,090 shares 4,090 $1.11M 0.06% -124 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,663 shares; 2024Q4: 48,951 shares; 2025Q1: 32,412 shares; 2025Q2: 30,971 shares; 2025Q3: 29,883 shares; 2025Q4: 29,850 shares; 2026Q1: 29,806 shares; 2026Q2: 29,756 shares 29,756 $1.1M 0.06% -50 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: 9,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,856 shares; 2025Q4: 9,551 shares; 2026Q1: 8,918 shares; 2026Q2: 7,824 shares 7,824 $1.09M 0.06% -1,094 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,281 shares 6,281 $1.07M 0.06% new Timeline JYNT JOINT CORP More: the full row for JOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,955 shares; 2024Q4: 130,914 shares; 2025Q1: 118,224 shares; 2025Q2: 111,479 shares; 2025Q3: 113,426 shares; 2025Q4: 105,776 shares; 2026Q1: 130,705 shares; 2026Q2: 122,065 shares 122,065 $1.07M 0.06% -8,640 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 5,389 shares; 2025Q1: 4,803 shares; 2025Q2: 3,235 shares; 2025Q3: 5,179 shares; 2025Q4: 5,682 shares; 2026Q1: 5,545 shares; 2026Q2: 5,599 shares 5,599 $1.06M 0.06% +54 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: 2,515 shares; 2025Q2: 2,909 shares; 2025Q3: 2,991 shares; 2025Q4: 3,661 shares; 2026Q1: 9,700 shares; 2026Q2: 9,982 shares 9,982 $1.06M 0.06% +282 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: 959 shares; 2024Q4: 989 shares; 2025Q1: 1,125 shares; 2025Q2: 1,114 shares; 2025Q3: 1,251 shares; 2025Q4: 1,366 shares; 2026Q1: 1,116 shares; 2026Q2: 1,380 shares 1,380 $1.05M 0.06% +264 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,909 shares; 2025Q1: 4,274 shares; 2025Q2: 4,099 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares; 2026Q1: 3,889 shares; 2026Q2: 3,663 shares 3,663 $1.05M 0.06% -226 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: 340 shares; 2024Q4: 310 shares; 2025Q1: 494 shares; 2025Q2: 671 shares; 2025Q3: 786 shares; 2025Q4: 766 shares; 2026Q1: 789 shares; 2026Q2: 911 shares 911 $1.03M 0.06% +122 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: 10,251 shares; 2024Q4: 9,280 shares; 2025Q1: 9,383 shares; 2025Q2: 7,499 shares; 2025Q3: 8,347 shares; 2025Q4: 9,355 shares; 2026Q1: 8,601 shares; 2026Q2: 8,769 shares 8,769 $1.03M 0.06% +168 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: 6,331 shares; 2024Q4: 6,143 shares; 2025Q1: 6,421 shares; 2025Q2: 9,810 shares; 2025Q3: 9,598 shares; 2025Q4: 16,811 shares; 2026Q1: 16,842 shares; 2026Q2: 17,858 shares 17,858 $1.03M 0.06% +1,016 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,566 shares; 2024Q4: 16,623 shares; 2025Q1: 16,764 shares; 2025Q2: 16,829 shares; 2025Q3: 16,894 shares; 2025Q4: 17,951 shares; 2026Q1: 21,484 shares; 2026Q2: 21,583 shares 21,583 $1.03M 0.06% +99 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: 8,068 shares; 2024Q4: 7,757 shares; 2025Q1: 7,861 shares; 2025Q2: 7,789 shares; 2025Q3: 8,827 shares; 2025Q4: 8,049 shares; 2026Q1: 8,378 shares; 2026Q2: 7,818 shares 7,818 $1M 0.05% -560 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: 4,990 shares; 2025Q1: 5,192 shares; 2025Q2: 3,455 shares; 2025Q3: 3,303 shares; 2025Q4: 4,361 shares; 2026Q1: 4,446 shares; 2026Q2: 2,900 shares 2,900 $994K 0.05% -1,546 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: 3,141 shares; 2025Q1: 2,573 shares; 2025Q2: 2,600 shares; 2025Q3: 2,625 shares; 2025Q4: 2,496 shares; 2026Q1: 2,786 shares; 2026Q2: 2,496 shares 2,496 $983K 0.05% -290 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,123 shares; 2025Q3: 2,071 shares; 2025Q4: 1,986 shares; 2026Q1: 1,978 shares; 2026Q2: 1,955 shares 1,955 $968K 0.05% -23 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares; 2026Q1: 8,537 shares; 2026Q2: 8,490 shares 8,490 $966K 0.05% -47 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,540 shares; 2025Q1: 48,440 shares; 2025Q2: 48,300 shares; 2025Q3: 48,500 shares; 2025Q4: 49,100 shares; 2026Q1: 49,440 shares; 2026Q2: 48,580 shares 48,580 $956K 0.05% -860 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: 13,497 shares; 2024Q4: 11,757 shares; 2025Q1: 9,743 shares; 2025Q2: 9,550 shares; 2025Q3: 9,046 shares; 2025Q4: 8,727 shares; 2026Q1: 8,908 shares; 2026Q2: 8,711 shares 8,711 $950K 0.05% -197 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,158 shares; 2024Q4: 8,642 shares; 2025Q1: 9,175 shares; 2025Q2: 7,525 shares; 2025Q3: 21,225 shares; 2025Q4: 24,060 shares; 2026Q1: 17,995 shares; 2026Q2: 17,623 shares 17,623 $942K 0.05% -372 Timeline SPEM 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: 19,053 shares; 2024Q4: 18,455 shares; 2025Q1: 18,173 shares; 2025Q2: 18,408 shares; 2025Q3: 17,813 shares; 2025Q4: 18,682 shares; 2026Q1: 18,280 shares; 2026Q2: 18,087 shares 18,087 $937K 0.05% -193 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: 8,279 shares; 2024Q4: 7,705 shares; 2025Q1: 6,466 shares; 2025Q2: 6,467 shares; 2025Q3: 6,780 shares; 2025Q4: 6,931 shares; 2026Q1: 7,630 shares; 2026Q2: 8,943 shares 8,943 $914K 0.05% +1,313 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: 6,024 shares; 2024Q4: 13,444 shares; 2025Q1: 21,870 shares; 2025Q2: 11,396 shares; 2025Q3: 17,541 shares; 2025Q4: 18,331 shares; 2026Q1: 15,385 shares; 2026Q2: 12,090 shares 12,090 $913K 0.05% -3,295 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,240 shares; 2024Q4: 13,233 shares; 2025Q1: 13,139 shares; 2025Q2: 13,625 shares; 2025Q3: 13,305 shares; 2025Q4: 23,714 shares; 2026Q1: 20,291 shares; 2026Q2: 17,165 shares 17,165 $912K 0.05% -3,126 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: 9,919 shares; 2024Q4: 9,854 shares; 2025Q1: 9,677 shares; 2025Q2: 9,708 shares; 2025Q3: 9,410 shares; 2025Q4: 9,434 shares; 2026Q1: 8,701 shares; 2026Q2: 7,101 shares 7,101 $897K 0.05% -1,600 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,429 shares; 2024Q4: 13,614 shares; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 10,618 shares; 2025Q4: 10,966 shares; 2026Q1: 18,809 shares; 2026Q2: 18,896 shares 18,896 $896K 0.05% +87 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,689 shares; 2026Q1: 10,904 shares; 2026Q2: 11,494 shares 11,494 $894K 0.05% +590 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,213 shares; 2024Q4: 10,272 shares; 2025Q1: 9,638 shares; 2025Q2: 9,154 shares; 2025Q3: 8,124 shares; 2025Q4: 9,323 shares; 2026Q1: 10,099 shares; 2026Q2: 9,370 shares 9,370 $886K 0.05% -729 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: 7,805 shares; 2024Q4: 7,463 shares; 2025Q1: 6,604 shares; 2025Q2: 6,486 shares; 2025Q3: 6,892 shares; 2025Q4: 6,927 shares; 2026Q1: 6,612 shares; 2026Q2: 6,427 shares 6,427 $870K 0.05% -185 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,442 shares; 2024Q4: 6,586 shares; 2025Q1: 7,105 shares; 2025Q2: 7,974 shares; 2025Q3: 10,477 shares; 2025Q4: 12,067 shares; 2026Q1: 13,271 shares; 2026Q2: 14,039 shares 14,039 $863K 0.05% +768 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,523 shares; 2025Q2: 29,523 shares; 2025Q3: 61,323 shares; 2025Q4: 70,973 shares; 2026Q1: 63,925 shares; 2026Q2: 57,225 shares 57,225 $861K 0.05% -6,700 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,875 shares; 2025Q1: 14,970 shares; 2025Q2: 10,377 shares; 2025Q3: 15,968 shares; 2025Q4: 17,378 shares; 2026Q1: 12,848 shares; 2026Q2: 8,424 shares 8,424 $845K 0.05% -4,424 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 362 shares; 2025Q1: 378 shares; 2025Q2: 429 shares; 2025Q3: 453 shares; 2025Q4: 508 shares; 2026Q1: 623 shares; 2026Q2: 613 shares 613 $834K 0.05% -10 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: 6,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,285 shares; 2025Q4: 5,655 shares; 2026Q1: 8,352 shares; 2026Q2: 10,253 shares 10,253 $819K 0.04% +1,901 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,582 shares; 2024Q4: 17,316 shares; 2025Q1: 14,966 shares; 2025Q2: 6,766 shares; 2025Q3: 7,052 shares; 2025Q4: 6,806 shares; 2026Q1: 6,633 shares; 2026Q2: 8,036 shares 8,036 $819K 0.04% +1,403 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,268 shares; 2024Q4: 20,468 shares; 2025Q1: 31,083 shares; 2025Q2: 31,411 shares; 2025Q3: 26,068 shares; 2025Q4: 22,000 shares; 2026Q1: 21,874 shares; 2026Q2: 21,798 shares 21,798 $801K 0.04% -76 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,262 shares; 2025Q1: 2,017 shares; 2025Q2: 1,823 shares; 2025Q3: 1,853 shares; 2025Q4: 4,785 shares; 2026Q1: 4,985 shares; 2026Q2: 5,063 shares 5,063 $795K 0.04% +78 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 775 shares; 2025Q4: 860 shares; 2026Q1: 930 shares; 2026Q2: 954 shares 954 $792K 0.04% +24 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,988 shares; 2025Q1: 5,373 shares; 2025Q2: 5,524 shares; 2025Q3: 4,497 shares; 2025Q4: 5,309 shares; 2026Q1: 6,148 shares; 2026Q2: 6,053 shares 6,053 $791K 0.04% -95 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 6,584 shares; 2025Q1: 6,323 shares; 2025Q2: 6,327 shares; 2025Q3: 6,858 shares; 2025Q4: 7,594 shares; 2026Q1: 9,498 shares; 2026Q2: 9,081 shares 9,081 $790K 0.04% -417 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,140 shares; 2025Q4: 1,255 shares; 2026Q1: 1,142 shares; 2026Q2: 1,201 shares 1,201 $788K 0.04% +59 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,863 shares; 2024Q4: 32,100 shares; 2025Q1: 35,143 shares; 2025Q2: 39,266 shares; 2025Q3: 48,369 shares; 2025Q4: 23,964 shares; 2026Q1: 21,252 shares; 2026Q2: 19,182 shares 19,182 $782K 0.04% -2,070 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: 3,475 shares 3,475 $778K 0.04% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,203 shares; 2025Q2: not reported; 2025Q3: 31,034 shares; 2025Q4: 38,700 shares; 2026Q1: 47,915 shares; 2026Q2: 58,120 shares 58,120 $776K 0.04% +10,205 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: 3,475 shares 3,475 $768K 0.04% new 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: 5,919 shares; 2024Q4: 6,406 shares; 2025Q1: 10,225 shares; 2025Q2: 12,945 shares; 2025Q3: 12,537 shares; 2025Q4: 13,002 shares; 2026Q1: 13,375 shares; 2026Q2: 18,578 shares 18,578 $763K 0.04% +5,203 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,419 shares; 2025Q1: 1,435 shares; 2025Q2: 967 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 997 shares; 2026Q2: 1,056 shares 1,056 $760K 0.04% +59 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,601 shares; 2025Q1: 9,261 shares; 2025Q2: 14,205 shares; 2025Q3: 20,625 shares; 2025Q4: 27,031 shares; 2026Q1: 28,405 shares; 2026Q2: 26,222 shares 26,222 $757K 0.04% -2,183 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,619 shares; 2025Q1: 3,987 shares; 2025Q2: 4,160 shares; 2025Q3: 3,628 shares; 2025Q4: 3,545 shares; 2026Q1: 3,405 shares; 2026Q2: 3,379 shares 3,379 $753K 0.04% -26 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,540 shares; 2024Q4: 135,240 shares; 2025Q1: 95,240 shares; 2025Q2: 92,740 shares; 2025Q3: 92,740 shares; 2025Q4: 95,740 shares; 2026Q1: 92,740 shares; 2026Q2: 92,600 shares 92,600 $751K 0.04% -140 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: not reported; 2025Q3: 3,030 shares; 2025Q4: 3,702 shares; 2026Q1: 3,002 shares; 2026Q2: 3,093 shares 3,093 $750K 0.04% +91 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,490 shares; 2024Q4: 7,430 shares; 2025Q1: 6,160 shares; 2025Q2: 4,945 shares; 2025Q3: 3,715 shares; 2025Q4: 3,190 shares; 2026Q1: 1,425 shares; 2026Q2: 890 shares 890 $747K 0.04% -535 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 8,780 shares; 2026Q2: 8,691 shares 8,691 $745K 0.04% -89 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 820 shares; 2026Q1: 890 shares; 2026Q2: 975 shares 975 $739K 0.04% +85 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: 6,670 shares; 2025Q1: 7,765 shares; 2025Q2: 8,167 shares; 2025Q3: 8,396 shares; 2025Q4: 8,651 shares; 2026Q1: 8,812 shares; 2026Q2: 9,418 shares 9,418 $733K 0.04% +606 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: 4,365 shares; 2025Q1: 4,075 shares; 2025Q2: 4,085 shares; 2025Q3: 4,813 shares; 2025Q4: 4,699 shares; 2026Q1: 5,005 shares; 2026Q2: 6,777 shares 6,777 $726K 0.04% +1,772 Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC 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: 14,300 shares; 2025Q4: 11,500 shares; 2026Q1: 20,900 shares; 2026Q2: 52,175 shares 52,175 $715K 0.04% +31,275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,408 shares; 2026Q1: 4,438 shares; 2026Q2: 8,339 shares 8,339 $713K 0.04% +3,901 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: 7,267 shares; 2024Q4: 7,360 shares; 2025Q1: 7,436 shares; 2025Q2: 7,488 shares; 2025Q3: 7,900 shares; 2025Q4: 8,523 shares; 2026Q1: 8,819 shares; 2026Q2: 8,691 shares 8,691 $706K 0.04% -128 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: 1,888 shares; 2024Q4: 1,710 shares; 2025Q1: 1,510 shares; 2025Q2: 1,437 shares; 2025Q3: 1,368 shares; 2025Q4: 1,393 shares; 2026Q1: 1,108 shares; 2026Q2: 1,111 shares 1,111 $705K 0.04% +3 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,421 shares; 2024Q4: 12,109 shares; 2025Q1: 11,705 shares; 2025Q2: 13,671 shares; 2025Q3: 13,613 shares; 2025Q4: 11,772 shares; 2026Q1: 11,801 shares; 2026Q2: 11,368 shares 11,368 $704K 0.04% -433 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: 308 shares 308 $700K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 393 shares; 2025Q1: 457 shares; 2025Q2: 462 shares; 2025Q3: 538 shares; 2025Q4: 3,335 shares; 2026Q1: 4,540 shares; 2026Q2: 7,023 shares 7,023 $697K 0.04% +2,483 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,550 shares; 2024Q4: 79,025 shares; 2025Q1: 83,027 shares; 2025Q2: 93,688 shares; 2025Q3: 109,719 shares; 2025Q4: 49,706 shares; 2026Q1: 43,793 shares; 2026Q2: 37,367 shares 37,367 $689K 0.04% -6,426 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: 5,584 shares; 2024Q4: 6,506 shares; 2025Q1: 7,396 shares; 2025Q2: 7,479 shares; 2025Q3: 7,174 shares; 2025Q4: 3,963 shares; 2026Q1: 3,748 shares; 2026Q2: 3,794 shares 3,794 $686K 0.04% +46 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,667 shares; 2024Q4: 8,901 shares; 2025Q1: 9,961 shares; 2025Q2: 15,617 shares; 2025Q3: 13,287 shares; 2025Q4: 2,536 shares; 2026Q1: 2,918 shares; 2026Q2: 6,790 shares 6,790 $684K 0.04% +3,872 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,877 shares; 2024Q4: 6,955 shares; 2025Q1: 6,859 shares; 2025Q2: 6,307 shares; 2025Q3: 5,975 shares; 2025Q4: 6,127 shares; 2026Q1: 6,127 shares; 2026Q2: 6,601 shares 6,601 $681K 0.04% +474 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: 140 shares; 2026Q2: 2,210 shares 2,210 $667K 0.04% +2,070 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: 13,159 shares; 2024Q4: 13,009 shares; 2025Q1: 13,356 shares; 2025Q2: 13,835 shares; 2025Q3: 13,501 shares; 2025Q4: 13,132 shares; 2026Q1: 10,712 shares; 2026Q2: 9,096 shares 9,096 $653K 0.04% -1,616 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: 1,412 shares; 2024Q4: 1,527 shares; 2025Q1: 1,343 shares; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 2,829 shares; 2026Q1: 2,836 shares; 2026Q2: 3,067 shares 3,067 $653K 0.04% +231 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares; 2026Q2: 1,765 shares 1,765 $645K 0.03% +378 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,894 shares; 2024Q4: 43,484 shares; 2025Q1: 18,459 shares; 2025Q2: 15,114 shares; 2025Q3: 13,973 shares; 2025Q4: 10,988 shares; 2026Q1: 10,573 shares; 2026Q2: 10,224 shares 10,224 $643K 0.03% -349 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 6,548 shares; 2025Q1: 6,821 shares; 2025Q2: 7,722 shares; 2025Q3: 7,304 shares; 2025Q4: 14,614 shares; 2026Q1: 14,139 shares; 2026Q2: 13,892 shares 13,892 $630K 0.03% -247 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 20,617 shares 20,617 $620K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,553 shares; 2025Q1: 1,614 shares; 2025Q2: 1,693 shares; 2025Q3: 1,644 shares; 2025Q4: 1,567 shares; 2026Q1: 1,482 shares; 2026Q2: 1,453 shares 1,453 $619K 0.03% -29 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: 790 shares; 2024Q4: 749 shares; 2025Q1: 750 shares; 2025Q2: 1,321 shares; 2025Q3: 1,076 shares; 2025Q4: 1,233 shares; 2026Q1: 1,392 shares; 2026Q2: 1,489 shares 1,489 $619K 0.03% +97 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 314 shares; 2025Q4: 308 shares; 2026Q1: 686 shares; 2026Q2: 1,201 shares 1,201 $619K 0.03% +515 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: 5,505 shares; 2024Q4: 5,552 shares; 2025Q1: 4,329 shares; 2025Q2: 4,546 shares; 2025Q3: 4,400 shares; 2025Q4: 4,237 shares; 2026Q1: 4,007 shares; 2026Q2: 3,804 shares 3,804 $616K 0.03% -203 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,902 shares; 2025Q1: 1,496 shares; 2025Q2: 1,425 shares; 2025Q3: 1,456 shares; 2025Q4: 1,461 shares; 2026Q1: 1,492 shares; 2026Q2: 1,195 shares 1,195 $609K 0.03% -297 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,981 shares; 2024Q4: 35,023 shares; 2025Q1: 36,635 shares; 2025Q2: 34,998 shares; 2025Q3: 35,660 shares; 2025Q4: 34,922 shares; 2026Q1: 33,074 shares; 2026Q2: 28,121 shares 28,121 $609K 0.03% -4,953 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,945 shares; 2025Q1: 2,458 shares; 2025Q2: 2,615 shares; 2025Q3: 2,616 shares; 2025Q4: 1,433 shares; 2026Q1: 1,568 shares; 2026Q2: 1,633 shares 1,633 $605K 0.03% +65 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: 2,200 shares; 2026Q2: 2,366 shares 2,366 $604K 0.03% +166 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,581 shares; 2024Q4: 6,943 shares; 2025Q1: 9,114 shares; 2025Q2: 9,141 shares; 2025Q3: 9,604 shares; 2025Q4: 9,663 shares; 2026Q1: 11,981 shares; 2026Q2: 12,026 shares 12,026 $601K 0.03% +45 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: 994 shares; 2024Q4: 1,032 shares; 2025Q1: 1,016 shares; 2025Q2: 982 shares; 2025Q3: 927 shares; 2025Q4: 1,109 shares; 2026Q1: 1,049 shares; 2026Q2: 1,485 shares 1,485 $591K 0.03% +436 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,950 shares 70,950 $585K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,037 shares; 2025Q1: 957 shares; 2025Q2: 907 shares; 2025Q3: 852 shares; 2025Q4: 857 shares; 2026Q1: 819 shares; 2026Q2: 792 shares 792 $565K 0.03% -27 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,500 shares; 2024Q4: 25,000 shares; 2025Q1: 19,050 shares; 2025Q2: 19,450 shares; 2025Q3: 22,750 shares; 2025Q4: 28,650 shares; 2026Q1: 28,700 shares; 2026Q2: 20,725 shares 20,725 $564K 0.03% -7,975 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 3,098 shares; 2025Q1: 3,088 shares; 2025Q2: 3,091 shares; 2025Q3: 3,097 shares; 2025Q4: 3,100 shares; 2026Q1: 4,765 shares; 2026Q2: 4,777 shares 4,777 $559K 0.03% +12 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,803 shares; 2024Q4: 34,522 shares; 2025Q1: 30,380 shares; 2025Q2: 26,373 shares; 2025Q3: 16,307 shares; 2025Q4: 16,749 shares; 2026Q1: 16,147 shares; 2026Q2: 16,429 shares 16,429 $559K 0.03% +282 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,011 shares; 2025Q2: 6,528 shares; 2025Q3: not reported; 2025Q4: 7,346 shares; 2026Q1: 11,349 shares; 2026Q2: 11,035 shares 11,035 $556K 0.03% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,748 shares; 2026Q1: 2,883 shares; 2026Q2: 3,949 shares 3,949 $553K 0.03% +1,066 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,698 shares; 2025Q1: not reported; 2025Q2: 2,567 shares; 2025Q3: 4,505 shares; 2025Q4: 6,056 shares; 2026Q1: 6,407 shares; 2026Q2: 6,908 shares 6,908 $552K 0.03% +501 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: 3,254 shares; 2024Q4: 3,199 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,288 shares; 2025Q4: 3,233 shares; 2026Q1: 3,333 shares; 2026Q2: 3,334 shares 3,334 $548K 0.03% +1 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 298 shares; 2025Q1: 350 shares; 2025Q2: 431 shares; 2025Q3: 428 shares; 2025Q4: 468 shares; 2026Q1: 448 shares; 2026Q2: 428 shares 428 $547K 0.03% -20 Timeline JSI 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: 6,004 shares; 2026Q1: 12,705 shares; 2026Q2: 10,590 shares 10,590 $542K 0.03% -2,115 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,789 shares; 2025Q1: 10,264 shares; 2025Q2: 7,658 shares; 2025Q3: 10,953 shares; 2025Q4: 13,408 shares; 2026Q1: 17,994 shares; 2026Q2: 16,258 shares 16,258 $541K 0.03% -1,736 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 3,000 shares; 2026Q2: 3,935 shares 3,935 $541K 0.03% +935 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,265 shares 3,265 $539K 0.03% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: 4,757 shares; 2025Q2: not reported; 2025Q3: 4,759 shares; 2025Q4: 4,760 shares; 2026Q1: 4,762 shares; 2026Q2: 7,164 shares 7,164 $537K 0.03% +2,402 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 3,355 shares; 2025Q1: 3,346 shares; 2025Q2: 3,324 shares; 2025Q3: 3,483 shares; 2025Q4: 3,472 shares; 2026Q1: 3,747 shares; 2026Q2: 3,751 shares 3,751 $534K 0.03% +4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,926 shares; 2024Q4: 4,488 shares; 2025Q1: 3,542 shares; 2025Q2: 3,456 shares; 2025Q3: 3,257 shares; 2025Q4: 2,831 shares; 2026Q1: 2,787 shares; 2026Q2: 2,405 shares 2,405 $532K 0.03% -382 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,233 shares; 2025Q1: 973 shares; 2025Q2: 980 shares; 2025Q3: 886 shares; 2025Q4: 946 shares; 2026Q1: 929 shares; 2026Q2: 1,028 shares 1,028 $528K 0.03% +99 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,482 shares; 2026Q1: 7,918 shares; 2026Q2: 10,784 shares 10,784 $521K 0.03% +2,866 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,908 shares; 2025Q1: 2,187 shares; 2025Q2: not reported; 2025Q3: 2,857 shares; 2025Q4: 2,215 shares; 2026Q1: 2,241 shares; 2026Q2: 3,230 shares 3,230 $512K 0.03% +989 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: 6,327 shares; 2024Q4: 6,404 shares; 2025Q1: 5,832 shares; 2025Q2: 6,273 shares; 2025Q3: 6,077 shares; 2025Q4: 5,929 shares; 2026Q1: 5,966 shares; 2026Q2: 6,199 shares 6,199 $512K 0.03% +233 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares; 2026Q2: 2,086 shares 2,086 $512K 0.03% +741 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG 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: 9,385 shares; 2025Q4: 11,050 shares; 2026Q1: 10,490 shares; 2026Q2: 9,255 shares 9,255 $509K 0.03% -1,235 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,761 shares; 2024Q4: 4,121 shares; 2025Q1: 4,304 shares; 2025Q2: 7,871 shares; 2025Q3: 7,500 shares; 2025Q4: 8,072 shares; 2026Q1: 5,970 shares; 2026Q2: 5,811 shares 5,811 $505K 0.03% -159 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,494 shares; 2024Q4: 54,036 shares; 2025Q1: 55,334 shares; 2025Q2: 61,122 shares; 2025Q3: 54,463 shares; 2025Q4: 17,396 shares; 2026Q1: 16,347 shares; 2026Q2: 13,608 shares 13,608 $504K 0.03% -2,739 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares; 2026Q2: 5,715 shares 5,715 $502K 0.03% +3,482 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: 25,677 shares; 2026Q1: 25,682 shares; 2026Q2: 26,186 shares 26,186 $501K 0.03% +504 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 1,287 shares; 2025Q2: 1,546 shares; 2025Q3: 1,862 shares; 2025Q4: 2,695 shares; 2026Q1: 2,094 shares; 2026Q2: 2,086 shares 2,086 $499K 0.03% -8 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,498 shares; 2024Q4: 11,620 shares; 2025Q1: 18,294 shares; 2025Q2: not reported; 2025Q3: 18,045 shares; 2025Q4: 37,177 shares; 2026Q1: 27,748 shares; 2026Q2: 28,416 shares 28,416 $493K 0.03% +668 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,757 shares; 2024Q4: 21,626 shares; 2025Q1: 22,671 shares; 2025Q2: 21,974 shares; 2025Q3: 30,609 shares; 2025Q4: 34,001 shares; 2026Q1: 30,232 shares; 2026Q2: 9,394 shares 9,394 $492K 0.03% -20,838 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: 2,517 shares; 2024Q4: 2,637 shares; 2025Q1: 2,741 shares; 2025Q2: 2,579 shares; 2025Q3: 2,497 shares; 2025Q4: 2,573 shares; 2026Q1: 2,140 shares; 2026Q2: 1,883 shares 1,883 $491K 0.03% -257 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: 2,628 shares; 2024Q4: 2,790 shares; 2025Q1: 5,122 shares; 2025Q2: 5,451 shares; 2025Q3: 5,903 shares; 2025Q4: 5,501 shares; 2026Q1: 5,648 shares; 2026Q2: 3,863 shares 3,863 $489K 0.03% -1,785 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,714 shares; 2024Q4: 10,844 shares; 2025Q1: 6,125 shares; 2025Q2: 5,910 shares; 2025Q3: 5,087 shares; 2025Q4: 2,997 shares; 2026Q1: 2,977 shares; 2026Q2: 2,980 shares 2,980 $488K 0.03% +3 Timeline IWV 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: 1,169 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $486K 0.03% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 787 shares 787 $485K 0.03% +31 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: 1,715 shares; 2024Q4: 1,747 shares; 2025Q1: 1,706 shares; 2025Q2: 1,644 shares; 2025Q3: 1,648 shares; 2025Q4: 1,575 shares; 2026Q1: 1,571 shares; 2026Q2: 1,408 shares 1,408 $484K 0.03% -163 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,831 shares; 2025Q3: 9,935 shares; 2025Q4: 10,046 shares; 2026Q1: 4,146 shares; 2026Q2: 6,097 shares 6,097 $484K 0.03% +1,951 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,488 shares; 2025Q1: 2,486 shares; 2025Q2: 2,529 shares; 2025Q3: 2,180 shares; 2025Q4: 2,025 shares; 2026Q1: 2,039 shares; 2026Q2: 2,044 shares 2,044 $484K 0.03% +5 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,161 shares 1,161 $483K 0.03% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,884 shares; 2026Q2: 15,185 shares 15,185 $483K 0.03% +2,301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares; 2026Q1: 11,526 shares; 2026Q2: 1,979 shares 1,979 $481K 0.03% -9,547 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 858 shares; 2025Q1: 648 shares; 2025Q2: 538 shares; 2025Q3: 568 shares; 2025Q4: 603 shares; 2026Q1: 844 shares; 2026Q2: 885 shares 885 $477K 0.03% +41 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: 1,084 shares; 2025Q2: 1,058 shares; 2025Q3: 1,148 shares; 2025Q4: 1,193 shares; 2026Q1: 1,078 shares; 2026Q2: 1,272 shares 1,272 $476K 0.03% +194 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: 7,718 shares; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,195 shares; 2025Q3: 7,195 shares; 2025Q4: 11,580 shares; 2026Q1: 11,455 shares; 2026Q2: 11,455 shares 11,455 $475K 0.03% 0 Timeline GDXJ 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: 5,550 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 5,825 shares; 2025Q3: 5,225 shares; 2025Q4: 5,225 shares; 2026Q1: 5,025 shares; 2026Q2: 4,825 shares 4,825 $474K 0.03% -200 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,801 shares; 2024Q4: 12,173 shares; 2025Q1: 11,675 shares; 2025Q2: 11,683 shares; 2025Q3: 11,687 shares; 2025Q4: 11,699 shares; 2026Q1: 11,601 shares; 2026Q2: 11,589 shares 11,589 $470K 0.03% -12 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 3,510 shares; 2025Q4: 4,486 shares; 2026Q1: 5,076 shares; 2026Q2: 5,126 shares 5,126 $466K 0.03% +50 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,534 shares 7,534 $464K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 303 shares; 2026Q1: 285 shares; 2026Q2: 230 shares 230 $458K 0.02% -55 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: 2,312 shares; 2024Q4: 2,046 shares; 2025Q1: 1,347 shares; 2025Q2: 1,331 shares; 2025Q3: 1,152 shares; 2025Q4: 1,144 shares; 2026Q1: 1,161 shares; 2026Q2: 1,263 shares 1,263 $457K 0.02% +102 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: 4,542 shares; 2024Q4: 3,925 shares; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 5,508 shares; 2026Q1: 5,508 shares; 2026Q2: 5,618 shares 5,618 $455K 0.02% +110 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: 3,949 shares; 2024Q4: 3,296 shares; 2025Q1: 3,259 shares; 2025Q2: 3,061 shares; 2025Q3: 3,308 shares; 2025Q4: 3,240 shares; 2026Q1: 2,329 shares; 2026Q2: 2,447 shares 2,447 $452K 0.02% +118 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 7,333 shares; 2026Q2: 8,058 shares 8,058 $449K 0.02% +725 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 660 shares; 2025Q2: 711 shares; 2025Q3: 729 shares; 2025Q4: 689 shares; 2026Q1: 609 shares; 2026Q2: 729 shares 729 $448K 0.02% +120 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: 14,363 shares; 2024Q4: 11,828 shares; 2025Q1: 11,898 shares; 2025Q2: 6,697 shares; 2025Q3: 6,228 shares; 2025Q4: 7,323 shares; 2026Q1: 7,372 shares; 2026Q2: 7,693 shares 7,693 $438K 0.02% +321 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: 8,274 shares; 2024Q4: 7,234 shares; 2025Q1: 5,703 shares; 2025Q2: 5,370 shares; 2025Q3: 4,578 shares; 2025Q4: 4,613 shares; 2026Q1: 4,724 shares; 2026Q2: 4,000 shares 4,000 $438K 0.02% -724 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,872 shares; 2024Q4: 9,033 shares; 2025Q1: 7,687 shares; 2025Q2: 9,904 shares; 2025Q3: 9,010 shares; 2025Q4: 9,337 shares; 2026Q1: 10,318 shares; 2026Q2: 10,370 shares 10,370 $428K 0.02% +52 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,591 shares; 2024Q4: 9,779 shares; 2025Q1: 8,838 shares; 2025Q2: 9,320 shares; 2025Q3: 9,584 shares; 2025Q4: 9,803 shares; 2026Q1: 6,333 shares; 2026Q2: 4,406 shares 4,406 $425K 0.02% -1,927 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 1,036 shares; 2025Q1: 996 shares; 2025Q2: 902 shares; 2025Q3: 930 shares; 2025Q4: 798 shares; 2026Q1: 802 shares; 2026Q2: 527 shares 527 $419K 0.02% -275 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: not reported; 2024Q4: 1,489 shares; 2025Q1: 1,409 shares; 2025Q2: 1,409 shares; 2025Q3: 1,409 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $415K 0.02% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 1,081 shares; 2026Q2: 1,221 shares 1,221 $413K 0.02% +140 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 311 shares; 2025Q4: 433 shares; 2026Q1: 403 shares; 2026Q2: 424 shares 424 $408K 0.02% +21 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,959 shares; 2025Q3: 2,973 shares; 2025Q4: 2,997 shares; 2026Q1: 3,886 shares; 2026Q2: 3,895 shares 3,895 $400K 0.02% +9 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 16,017 shares 16,017 $399K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,862 shares; 2024Q4: 12,186 shares; 2025Q1: 14,988 shares; 2025Q2: 7,866 shares; 2025Q3: 7,776 shares; 2025Q4: 7,270 shares; 2026Q1: 7,146 shares; 2026Q2: 7,045 shares 7,045 $397K 0.02% -101 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250 $395K 0.02% 0 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: 2,950 shares; 2024Q4: 3,027 shares; 2025Q1: 3,455 shares; 2025Q2: 3,383 shares; 2025Q3: 3,579 shares; 2025Q4: 4,213 shares; 2026Q1: 3,553 shares; 2026Q2: 3,991 shares 3,991 $395K 0.02% +438 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: 5,367 shares; 2024Q4: 5,105 shares; 2025Q1: 4,677 shares; 2025Q2: 4,775 shares; 2025Q3: 4,613 shares; 2025Q4: 4,609 shares; 2026Q1: 3,509 shares; 2026Q2: 3,354 shares 3,354 $395K 0.02% -155 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 2,882 shares; 2026Q2: 3,112 shares 3,112 $393K 0.02% +230 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 1,134 shares; 2025Q1: 1,592 shares; 2025Q2: 1,763 shares; 2025Q3: 1,090 shares; 2025Q4: 956 shares; 2026Q1: 916 shares; 2026Q2: 1,161 shares 1,161 $384K 0.02% +245 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 93 shares; 2025Q4: 100 shares; 2026Q1: 107 shares; 2026Q2: 2,150 shares 2,150 $383K 0.02% +2,043 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: 16,142 shares; 2024Q4: 14,947 shares; 2025Q1: 13,965 shares; 2025Q2: 12,526 shares; 2025Q3: 18,856 shares; 2025Q4: 22,414 shares; 2026Q1: 16,949 shares; 2026Q2: 15,911 shares 15,911 $383K 0.02% -1,038 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 292 shares; 2026Q2: 507 shares 507 $383K 0.02% +215 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,875 shares 35,875 $382K 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,101 shares; 2024Q4: 7,762 shares; 2025Q1: 9,914 shares; 2025Q2: 9,012 shares; 2025Q3: 8,985 shares; 2025Q4: 9,835 shares; 2026Q1: 11,130 shares; 2026Q2: 11,342 shares 11,342 $380K 0.02% +212 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,285 shares; 2026Q2: 8,685 shares 8,685 $378K 0.02% +400 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 3,889 shares; 2025Q1: 3,688 shares; 2025Q2: 5,984 shares; 2025Q3: 4,530 shares; 2025Q4: 4,027 shares; 2026Q1: not reported; 2026Q2: 7,829 shares 7,829 $375K 0.02% new 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: 40,144 shares; 2024Q4: 38,939 shares; 2025Q1: 31,089 shares; 2025Q2: 15,023 shares; 2025Q3: 10,804 shares; 2025Q4: 9,573 shares; 2026Q1: 8,580 shares; 2026Q2: 3,659 shares 3,659 $374K 0.02% -4,921 Timeline FLTR 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: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 16,900 shares; 2026Q1: 15,600 shares; 2026Q2: 14,600 shares 14,600 $374K 0.02% -1,000 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: not reported; 2024Q4: 4,207 shares; 2025Q1: not reported; 2025Q2: 4,434 shares; 2025Q3: 6,125 shares; 2025Q4: 5,500 shares; 2026Q1: 6,099 shares; 2026Q2: 6,176 shares 6,176 $373K 0.02% +77 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,093 shares; 2026Q2: 4,994 shares 4,994 $372K 0.02% -1,099 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,105 shares; 2025Q3: 9,955 shares; 2025Q4: 9,770 shares; 2026Q1: 9,482 shares; 2026Q2: 9,227 shares 9,227 $364K 0.02% -255 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: 779 shares; 2025Q3: 790 shares; 2025Q4: 1,387 shares; 2026Q1: 1,419 shares; 2026Q2: 1,463 shares 1,463 $363K 0.02% +44 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,051 shares; 2026Q2: 7,107 shares 7,107 $362K 0.02% -7,944 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,952 shares; 2024Q4: 26,524 shares; 2025Q1: 26,545 shares; 2025Q2: 26,567 shares; 2025Q3: 27,790 shares; 2025Q4: 28,271 shares; 2026Q1: 25,180 shares; 2026Q2: 25,204 shares 25,204 $362K 0.02% +24 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,860 shares; 2025Q1: 5,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,990 shares 4,990 $360K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,741 shares; 2026Q2: 10,493 shares 10,493 $356K 0.02% -1,248 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: 132 shares; 2024Q4: 134 shares; 2025Q1: 131 shares; 2025Q2: 128 shares; 2025Q3: 146 shares; 2025Q4: 165 shares; 2026Q1: 166 shares; 2026Q2: 111 shares 111 $355K 0.02% -55 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 77 shares; 2025Q1: 81 shares; 2025Q2: 66 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 46 shares; 2026Q2: 52 shares 52 $354K 0.02% +6 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,302 shares; 2024Q4: 17,605 shares; 2025Q1: 17,539 shares; 2025Q2: 18,706 shares; 2025Q3: 12,073 shares; 2025Q4: 9,967 shares; 2026Q1: 6,578 shares; 2026Q2: 4,658 shares 4,658 $351K 0.02% -1,920 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,708 shares; 2024Q4: 6,558 shares; 2025Q1: 4,958 shares; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 3,755 shares; 2026Q1: 3,247 shares; 2026Q2: 2,342 shares 2,342 $351K 0.02% -905 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,656 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 7,760 shares; 2025Q4: 7,172 shares; 2026Q1: 6,565 shares; 2026Q2: 6,584 shares 6,584 $350K 0.02% +19 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847 shares; 2024Q4: 4,437 shares; 2025Q1: 3,951 shares; 2025Q2: 3,637 shares; 2025Q3: 3,652 shares; 2025Q4: 3,966 shares; 2026Q1: 3,905 shares; 2026Q2: 3,361 shares 3,361 $349K 0.02% -544 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: 1,378 shares; 2024Q4: 1,406 shares; 2025Q1: 1,379 shares; 2025Q2: 1,350 shares; 2025Q3: 1,302 shares; 2025Q4: 1,305 shares; 2026Q1: 1,262 shares; 2026Q2: 1,169 shares 1,169 $349K 0.02% -93 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,217 shares; 2024Q4: 50,596 shares; 2025Q1: 51,766 shares; 2025Q2: 54,107 shares; 2025Q3: 49,552 shares; 2025Q4: 14,798 shares; 2026Q1: 14,473 shares; 2026Q2: 8,568 shares 8,568 $345K 0.02% -5,905 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,660 shares; 2024Q4: 4,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,341 shares; 2026Q1: 4,244 shares; 2026Q2: 3,933 shares 3,933 $345K 0.02% -311 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 15,200 shares; 2025Q1: 25,600 shares; 2025Q2: 33,250 shares; 2025Q3: 37,400 shares; 2025Q4: 40,150 shares; 2026Q1: 42,950 shares; 2026Q2: 34,550 shares 34,550 $345K 0.02% -8,400 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,416 shares; 2025Q3: 6,594 shares; 2025Q4: 6,722 shares; 2026Q1: 6,670 shares; 2026Q2: 6,779 shares 6,779 $343K 0.02% +109 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 2,683 shares; 2025Q2: 2,684 shares; 2025Q3: 2,568 shares; 2025Q4: 2,476 shares; 2026Q1: 2,369 shares; 2026Q2: 2,340 shares 2,340 $338K 0.02% -29 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 1,994 shares; 2026Q1: 1,853 shares; 2026Q2: 1,980 shares 1,980 $335K 0.02% +127 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,506 shares; 2026Q2: 2,791 shares 2,791 $332K 0.02% +285 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,232 shares; 2026Q1: 1,456 shares; 2026Q2: 1,360 shares 1,360 $330K 0.02% -96 Timeline GSIE 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: 15,347 shares; 2024Q4: 11,906 shares; 2025Q1: 9,027 shares; 2025Q2: 9,418 shares; 2025Q3: 9,478 shares; 2025Q4: 9,243 shares; 2026Q1: 7,207 shares; 2026Q2: 7,203 shares 7,203 $329K 0.02% -4 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,294 shares 1,294 $326K 0.02% new 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: 5,705 shares; 2024Q4: 4,199 shares; 2025Q1: 3,928 shares; 2025Q2: 3,932 shares; 2025Q3: 4,261 shares; 2025Q4: 4,413 shares; 2026Q1: 4,260 shares; 2026Q2: 3,542 shares 3,542 $321K 0.02% -718 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,268 shares; 2025Q4: 13,773 shares; 2026Q1: 23,218 shares; 2026Q2: 29,300 shares 29,300 $318K 0.02% +6,082 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,307 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,511 shares 3,511 $318K 0.02% -489 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,481 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 11,560 shares 11,560 $317K 0.02% +9,248 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,975 shares 3,975 $314K 0.02% new Timeline NAIL 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: 4,603 shares; 2025Q4: 5,395 shares; 2026Q1: 10,700 shares; 2026Q2: 6,045 shares 6,045 $314K 0.02% -4,655 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 131 shares; 2025Q1: 127 shares; 2025Q2: 111 shares; 2025Q3: 104 shares; 2025Q4: 130 shares; 2026Q1: 124 shares; 2026Q2: 185 shares 185 $314K 0.02% +61 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,338 shares; 2024Q4: 11,406 shares; 2025Q1: 8,710 shares; 2025Q2: 6,359 shares; 2025Q3: 5,120 shares; 2025Q4: 4,851 shares; 2026Q1: 4,051 shares; 2026Q2: 3,115 shares 3,115 $312K 0.02% -936 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: 1,257 shares; 2024Q4: 1,139 shares; 2025Q1: 1,115 shares; 2025Q2: 1,075 shares; 2025Q3: 928 shares; 2025Q4: 918 shares; 2026Q1: 888 shares; 2026Q2: 906 shares 906 $312K 0.02% +18 Timeline SUSB 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: 9,736 shares; 2025Q2: not reported; 2025Q3: 10,578 shares; 2025Q4: 11,069 shares; 2026Q1: 12,421 shares; 2026Q2: 12,443 shares 12,443 $311K 0.02% +22 Timeline IAGG 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: 14,830 shares; 2025Q3: 18,609 shares; 2025Q4: 25,234 shares; 2026Q1: 27,516 shares; 2026Q2: 6,140 shares 6,140 $311K 0.02% -21,376 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: 11,578 shares; 2024Q4: 11,754 shares; 2025Q1: 10,520 shares; 2025Q2: 7,065 shares; 2025Q3: 3,744 shares; 2025Q4: 3,457 shares; 2026Q1: 3,752 shares; 2026Q2: 3,788 shares 3,788 $306K 0.02% +36 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,550 shares 27,550 $305K 0.02% new 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: 808 shares; 2024Q4: 792 shares; 2025Q1: 892 shares; 2025Q2: 800 shares; 2025Q3: 892 shares; 2025Q4: 1,481 shares; 2026Q1: 2,154 shares; 2026Q2: 1,929 shares 1,929 $302K 0.02% -225 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 19,720 shares; 2025Q1: 22,164 shares; 2025Q2: 32,801 shares; 2025Q3: 86,456 shares; 2025Q4: 51,458 shares; 2026Q1: 22,792 shares; 2026Q2: 14,825 shares 14,825 $302K 0.02% -7,967 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,874 shares; 2025Q2: 3,871 shares; 2025Q3: 4,052 shares; 2025Q4: 4,314 shares; 2026Q1: 4,332 shares; 2026Q2: 4,522 shares 4,522 $301K 0.02% +190 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,074 shares; 2024Q4: 2,895 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 3,187 shares; 2026Q1: 2,988 shares; 2026Q2: 2,798 shares 2,798 $301K 0.02% -190 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,980 shares; 2025Q2: 33,520 shares; 2025Q3: 45,770 shares; 2025Q4: 31,170 shares; 2026Q1: 31,299 shares; 2026Q2: 20,302 shares 20,302 $298K 0.02% -10,997 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,739 shares; 2026Q2: 7,879 shares 7,879 $297K 0.02% +1,140 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: not reported; 2025Q3: 5,544 shares; 2025Q4: 5,723 shares; 2026Q1: 5,905 shares; 2026Q2: 6,073 shares 6,073 $294K 0.02% +168 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 5,104 shares; 2025Q1: 5,218 shares; 2025Q2: 5,218 shares; 2025Q3: 5,485 shares; 2025Q4: 5,454 shares; 2026Q1: 5,484 shares; 2026Q2: 5,484 shares 5,484 $292K 0.02% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,666 shares 2,666 $291K 0.02% new 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: 5,073 shares; 2024Q4: 5,012 shares; 2025Q1: 4,721 shares; 2025Q2: 4,731 shares; 2025Q3: 7,260 shares; 2025Q4: 5,800 shares; 2026Q1: 5,585 shares; 2026Q2: 5,594 shares 5,594 $290K 0.02% +9 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $287K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,068 shares 1,068 $287K 0.02% new 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: 805 shares 805 $285K 0.02% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,847 shares; 2026Q2: 2,400 shares 2,400 $285K 0.02% +553 Timeline XPO XPO INC More: the full row for XPO 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: 1,387 shares 1,387 $285K 0.02% new 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 1,339 shares; 2025Q2: 1,250 shares; 2025Q3: 1,147 shares; 2025Q4: 1,226 shares; 2026Q1: 1,170 shares; 2026Q2: 1,276 shares 1,276 $281K 0.02% +106 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares; 2026Q2: 2,624 shares 2,624 $280K 0.02% +623 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,665 shares; 2024Q4: 12,707 shares; 2025Q1: 9,623 shares; 2025Q2: 9,379 shares; 2025Q3: 8,803 shares; 2025Q4: 7,361 shares; 2026Q1: 7,235 shares; 2026Q2: 5,993 shares 5,993 $280K 0.02% -1,242 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,602 shares; 2026Q1: 12,466 shares; 2026Q2: 12,482 shares 12,482 $279K 0.02% +16 Timeline GRNB 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: 8,297 shares; 2024Q4: 9,007 shares; 2025Q1: 9,016 shares; 2025Q2: not reported; 2025Q3: 9,679 shares; 2025Q4: 9,719 shares; 2026Q1: 11,375 shares; 2026Q2: 11,520 shares 11,520 $278K 0.02% +145 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 490 shares; 2025Q2: 530 shares; 2025Q3: 525 shares; 2025Q4: 550 shares; 2026Q1: 511 shares; 2026Q2: 481 shares 481 $277K 0.02% -30 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 942 shares; 2025Q2: 527 shares; 2025Q3: 559 shares; 2025Q4: 473 shares; 2026Q1: 318 shares; 2026Q2: 272 shares 272 $275K 0.01% -46 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: 2,553 shares; 2025Q2: 2,402 shares; 2025Q3: 3,079 shares; 2025Q4: 3,450 shares; 2026Q1: 2,365 shares; 2026Q2: 2,398 shares 2,398 $274K 0.01% +33 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,326 shares; 2025Q1: 1,332 shares; 2025Q2: 1,137 shares; 2025Q3: 1,142 shares; 2025Q4: 1,145 shares; 2026Q1: 1,151 shares; 2026Q2: 1,238 shares 1,238 $271K 0.01% +87 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 686 shares 686 $271K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: not reported; 2026Q2: 3,254 shares 3,254 $269K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 705 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $266K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 802 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 938 shares 938 $265K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,438 shares; 2025Q3: 5,447 shares; 2025Q4: not reported; 2026Q1: 4,779 shares; 2026Q2: 4,790 shares 4,790 $262K 0.01% +11 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,145 shares; 2025Q4: 1,153 shares; 2026Q1: 2,031 shares; 2026Q2: 1,027 shares 1,027 $261K 0.01% -1,004 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,940 shares; 2026Q2: 8,523 shares 8,523 $261K 0.01% -417 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,160 shares; 2026Q1: 6,160 shares; 2026Q2: 6,160 shares 6,160 $260K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,318 shares; 2025Q4: 4,746 shares; 2026Q1: 4,800 shares; 2026Q2: 4,799 shares 4,799 $260K 0.01% -1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 598 shares 598 $258K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO 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: 2,754 shares; 2026Q1: 2,722 shares; 2026Q2: 3,114 shares 3,114 $257K 0.01% +392 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares; 2026Q1: 4,688 shares; 2026Q2: 5,295 shares 5,295 $256K 0.01% +607 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447 $251K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 886 shares; 2026Q2: 835 shares 835 $249K 0.01% -51 Timeline SCHR 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: 9,505 shares; 2026Q1: 10,102 shares; 2026Q2: 10,102 shares 10,102 $249K 0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,299 shares 4,299 $248K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 2,765 shares; 2026Q2: 2,925 shares 2,925 $248K 0.01% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740 $246K 0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 4,662 shares; 2026Q2: 4,662 shares 4,662 $243K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $243K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,308 shares 5,308 $243K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,006 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,101 shares; 2025Q4: 1,960 shares; 2026Q1: 831 shares; 2026Q2: 1,178 shares 1,178 $242K 0.01% +347 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares; 2026Q2: 1,649 shares 1,649 $241K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 13,624 shares; 2025Q4: 13,478 shares; 2026Q1: 13,045 shares; 2026Q2: 13,048 shares 13,048 $241K 0.01% +3 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,158 shares 3,158 $240K 0.01% new Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,227 shares; 2025Q3: 5,227 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares; 2026Q2: 5,180 shares 5,180 $239K 0.01% -135 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,133 shares; 2025Q1: 5,119 shares; 2025Q2: 5,137 shares; 2025Q3: 5,376 shares; 2025Q4: 5,664 shares; 2026Q1: 5,686 shares; 2026Q2: 5,381 shares 5,381 $237K 0.01% -305 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 6,985 shares; 2025Q1: 6,679 shares; 2025Q2: 6,387 shares; 2025Q3: not reported; 2025Q4: 5,024 shares; 2026Q1: 7,070 shares; 2026Q2: 4,548 shares 4,548 $234K 0.01% -2,522 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,865 shares; 2024Q4: 11,735 shares; 2025Q1: 11,902 shares; 2025Q2: 11,655 shares; 2025Q3: 5,460 shares; 2025Q4: 5,301 shares; 2026Q1: 2,788 shares; 2026Q2: 926 shares 926 $234K 0.01% -1,862 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,445 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 2,131 shares; 2025Q4: 3,057 shares; 2026Q1: 2,548 shares; 2026Q2: 2,425 shares 2,425 $232K 0.01% -123 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,168 shares 7,168 $232K 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,869 shares; 2026Q1: 7,489 shares; 2026Q2: 6,098 shares 6,098 $231K 0.01% -1,391 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 7,819 shares 7,819 $229K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,800 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 11,500 shares 11,500 $229K 0.01% -1,500 Timeline MSCI MSCI INC More: the full row for MSCI 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: 388 shares; 2026Q2: 408 shares 408 $229K 0.01% +20 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 5,349 shares 5,349 $226K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 828 shares 828 $225K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $224K 0.01% new Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,292 shares; 2025Q2: 14,033 shares; 2025Q3: 15,679 shares; 2025Q4: 11,676 shares; 2026Q1: 11,676 shares; 2026Q2: 11,676 shares 11,676 $223K 0.01% 0 Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,500 shares; 2024Q4: 313,342 shares; 2025Q1: 528,450 shares; 2025Q2: not reported; 2025Q3: 727,700 shares; 2025Q4: 563,950 shares; 2026Q1: 482,067 shares; 2026Q2: 335,161 shares 335,161 $222K 0.01% -146,906 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,339 shares; 2026Q2: 8,339 shares 8,339 $221K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,634 shares; 2025Q2: not reported; 2025Q3: 11,342 shares; 2025Q4: 12,741 shares; 2026Q1: 13,365 shares; 2026Q2: 13,846 shares 13,846 $220K 0.01% +481 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING 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: 5,420 shares 5,420 $220K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 5,273 shares; 2025Q3: 5,473 shares; 2025Q4: 5,950 shares; 2026Q1: 4,219 shares; 2026Q2: 4,355 shares 4,355 $219K 0.01% +136 Timeline SPSM 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: 19,284 shares; 2024Q4: 18,475 shares; 2025Q1: 19,303 shares; 2025Q2: 21,375 shares; 2025Q3: 5,020 shares; 2025Q4: 5,044 shares; 2026Q1: not reported; 2026Q2: 3,769 shares 3,769 $217K 0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,775 shares 2,775 $217K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares; 2026Q2: 1,431 shares 1,431 $217K 0.01% +89 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,643 shares; 2024Q4: 16,993 shares; 2025Q1: 14,981 shares; 2025Q2: 14,606 shares; 2025Q3: 14,606 shares; 2025Q4: 14,606 shares; 2026Q1: 14,606 shares; 2026Q2: 15,906 shares 15,906 $215K 0.01% +1,300 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares; 2026Q1: 2,221 shares; 2026Q2: 1,586 shares 1,586 $214K 0.01% -635 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,672 shares; 2024Q4: 93,336 shares; 2025Q1: 95,530 shares; 2025Q2: 91,354 shares; 2025Q3: 103,268 shares; 2025Q4: 51,603 shares; 2026Q1: 28,905 shares; 2026Q2: 19,478 shares 19,478 $212K 0.01% -9,427 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares; 2026Q2: 3,427 shares 3,427 $212K 0.01% -1 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS 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: 21,250 shares; 2026Q2: 22,250 shares 22,250 $210K 0.01% +1,000 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,401 shares; 2024Q4: 8,385 shares; 2025Q1: 7,441 shares; 2025Q2: 7,209 shares; 2025Q3: 7,519 shares; 2025Q4: 5,157 shares; 2026Q1: 5,145 shares; 2026Q2: 5,303 shares 5,303 $209K 0.01% +158 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: 21,912 shares; 2024Q4: 18,661 shares; 2025Q1: 15,323 shares; 2025Q2: 14,580 shares; 2025Q3: 14,086 shares; 2025Q4: 13,930 shares; 2026Q1: 13,704 shares; 2026Q2: 15,023 shares 15,023 $209K 0.01% +1,319 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,200 shares; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 42,000 shares; 2025Q4: 72,000 shares; 2026Q1: 68,350 shares; 2026Q2: 66,350 shares 66,350 $208K 0.01% -2,000 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,725 shares 2,725 $208K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 585 shares 585 $207K 0.01% -22 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,670 shares; 2024Q4: 9,856 shares; 2025Q1: 7,753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $207K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 984 shares 984 $206K 0.01% new 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: 11,398 shares; 2024Q4: 10,405 shares; 2025Q1: 7,351 shares; 2025Q2: 7,941 shares; 2025Q3: 7,375 shares; 2025Q4: 7,340 shares; 2026Q1: 6,058 shares; 2026Q2: 4,392 shares 4,392 $206K 0.01% -1,666 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 768 shares; 2025Q4: 827 shares; 2026Q1: 834 shares; 2026Q2: 734 shares 734 $205K 0.01% -100 Timeline COM 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: 6,266 shares 6,266 $204K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,620 shares; 2024Q4: 21,784 shares; 2025Q1: 19,602 shares; 2025Q2: 19,432 shares; 2025Q3: 19,244 shares; 2025Q4: 19,435 shares; 2026Q1: 19,235 shares; 2026Q2: 16,967 shares 16,967 $204K 0.01% -2,268 Timeline MAC MACERICH CO More: the full row for MACERICH 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: 8,000 shares 8,000 $202K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,340 shares; 2025Q3: 8,257 shares; 2025Q4: 8,122 shares; 2026Q1: 8,125 shares; 2026Q2: 6,839 shares 6,839 $201K 0.01% -1,286 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: 620 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: not reported; 2026Q2: 605 shares 605 $201K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,350 shares; 2025Q4: 14,800 shares; 2026Q1: 12,336 shares; 2026Q2: 10,300 shares 10,300 $197K 0.01% -2,036 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,593 shares; 2025Q3: 13,150 shares; 2025Q4: 13,227 shares; 2026Q1: 13,286 shares; 2026Q2: 13,338 shares 13,338 $195K 0.01% +52 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,575 shares; 2025Q4: 14,475 shares; 2026Q1: 15,500 shares; 2026Q2: 10,050 shares 10,050 $194K 0.01% -5,450 Timeline PCG PG&E CORP More: the full row for PG&E 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: 10,231 shares 10,231 $172K 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,107 shares; 2026Q2: 17,121 shares 17,121 $172K 0.01% +1,014 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,042 shares; 2024Q4: 10,071 shares; 2025Q1: 11,515 shares; 2025Q2: 11,553 shares; 2025Q3: 14,288 shares; 2025Q4: 12,936 shares; 2026Q1: 11,962 shares; 2026Q2: 11,996 shares 11,996 $163K 0.01% +34 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 30,400 shares; 2026Q1: 51,625 shares; 2026Q2: 38,100 shares 38,100 $158K 0.01% -13,525 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,370 shares; 2026Q2: 19,000 shares 19,000 $146K 0.01% -370 Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 14,147 shares; 2026Q2: 14,147 shares 14,147 $140K 0.01% 0 Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,070 shares 11,070 $135K 0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,587 shares; 2025Q4: not reported; 2026Q1: 11,378 shares; 2026Q2: 17,300 shares 17,300 $116K 0.01% +5,922 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,652 shares; 2024Q4: 19,827 shares; 2025Q1: 17,206 shares; 2025Q2: 16,859 shares; 2025Q3: 17,018 shares; 2025Q4: 17,210 shares; 2026Q1: 15,381 shares; 2026Q2: 12,694 shares 12,694 $107K 0.01% -2,687 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY 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: 11,374 shares; 2026Q2: 12,430 shares 12,430 $106K 0.01% +1,056 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,532 shares; 2025Q4: 15,062 shares; 2026Q1: 15,062 shares; 2026Q2: 20,030 shares 20,030 $92.5K 0.01% +4,968 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,950 shares; 2026Q2: 12,050 shares 12,050 $87.5K <0.01% -1,900 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $83.8K <0.01% 0 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG 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: not reported; 2026Q2: 12,500 shares 12,500 $81.1K <0.01% new Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,900 shares; 2024Q4: 19,350 shares; 2025Q1: 16,800 shares; 2025Q2: 16,600 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 15,250 shares; 2026Q2: 15,250 shares 15,250 $73.2K <0.01% 0 Timeline QNC QUANTUM EMOTION CORP More: the full row for QUANTUM EMOTION 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: 19,300 shares; 2026Q2: 19,300 shares 19,300 $60.2K <0.01% 0 Timeline TII TITAN MNG CORP More: the full row for TITAN MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,500 shares 25,500 $55.8K <0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $35.2K <0.01% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE 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: 40,200 shares 40,200 $33.8K <0.01% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER 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: 25,000 shares; 2026Q2: 39,025 shares 39,025 $26.8K <0.01% +14,025 Timeline XEROX HOLDINGS CORP XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS 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: 50,000 shares; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $17.1K <0.01% new ZENA ZENATECH INC More: the full row for ZENATECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $15K <0.01% new Timeline