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: 115,476 shares; 2024Q4: 121,125 shares; 2025Q1: 143,830 shares; 2025Q2: 144,012 shares; 2025Q3: 151,015 shares; 2025Q4: 159,882 shares; 2026Q1: 171,372 shares; 2026Q2: 156,104 shares 156,104 $117M 22.52% -15,268 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: not reported; 2024Q4: 35,801 shares; 2025Q1: 34,304 shares; 2025Q2: 79,645 shares; 2025Q3: 87,734 shares; 2025Q4: 107,678 shares; 2026Q1: 110,219 shares; 2026Q2: 87,414 shares 87,414 $64.4M 12.43% -22,805 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: 159,994 shares; 2024Q4: 179,994 shares; 2025Q1: 243,915 shares; 2025Q2: 243,547 shares; 2025Q3: 233,877 shares; 2025Q4: 225,161 shares; 2026Q1: 250,370 shares; 2026Q2: 233,402 shares 233,402 $49.7M 9.59% -16,968 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: 60 shares; 2024Q4: 410 shares; 2025Q1: 21,470 shares; 2025Q2: 19,787 shares; 2025Q3: 19,446 shares; 2025Q4: 19,273 shares; 2026Q1: 31,696 shares; 2026Q2: 22,573 shares 22,573 $26.1M 5.03% -9,123 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,615 shares; 2024Q4: 128,391 shares; 2025Q1: 129,324 shares; 2025Q2: 135,609 shares; 2025Q3: 137,058 shares; 2025Q4: 124,964 shares; 2026Q1: 116,620 shares; 2026Q2: 84,546 shares 84,546 $24.5M 4.73% -32,074 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: 60,351 shares; 2024Q4: 61,428 shares; 2025Q1: 67,957 shares; 2025Q2: 67,110 shares; 2025Q3: 74,571 shares; 2025Q4: 66,314 shares; 2026Q1: 119,791 shares; 2026Q2: 83,470 shares 83,470 $16.7M 3.23% -36,321 Timeline AVDE 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: 6,940 shares; 2024Q4: 8,493 shares; 2025Q1: 8,493 shares; 2025Q2: 8,524 shares; 2025Q3: 80,445 shares; 2025Q4: 91,531 shares; 2026Q1: 152,042 shares; 2026Q2: 165,184 shares 165,184 $14.7M 2.85% +13,142 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: 67,800 shares; 2024Q4: 68,126 shares; 2025Q1: 71,165 shares; 2025Q2: 71,011 shares; 2025Q3: 74,050 shares; 2025Q4: 66,218 shares; 2026Q1: 80,298 shares; 2026Q2: 52,086 shares 52,086 $12.4M 2.4% -28,212 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: 43,223 shares; 2024Q4: 44,599 shares; 2025Q1: 50,696 shares; 2025Q2: 51,742 shares; 2025Q3: 51,312 shares; 2025Q4: 45,155 shares; 2026Q1: 54,897 shares; 2026Q2: 34,365 shares 34,365 $12.3M 2.37% -20,532 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,127 shares; 2025Q1: 1,144 shares; 2025Q2: 1,147 shares; 2025Q3: 11,951 shares; 2025Q4: 17,355 shares; 2026Q1: 13,523 shares; 2026Q2: 13,590 shares 13,590 $10.2M 1.97% +67 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: 14,697 shares; 2024Q4: 14,943 shares; 2025Q1: 15,028 shares; 2025Q2: 15,325 shares; 2025Q3: 16,434 shares; 2025Q4: 15,681 shares; 2026Q1: 24,961 shares; 2026Q2: 17,588 shares 17,588 $9.91M 1.91% -7,373 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,774 shares; 2024Q4: 19,193 shares; 2025Q1: 20,407 shares; 2025Q2: 20,984 shares; 2025Q3: 21,759 shares; 2025Q4: 22,065 shares; 2026Q1: 79,823 shares; 2026Q2: 82,935 shares 82,935 $9.9M 1.91% +3,112 Timeline MOAT 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: 236,134 shares; 2024Q4: 249,052 shares; 2025Q1: 233,225 shares; 2025Q2: 230,122 shares; 2025Q3: 229,459 shares; 2025Q4: 235,643 shares; 2026Q1: 199,112 shares; 2026Q2: 89,652 shares 89,652 $9.32M 1.8% -109,460 Timeline RSPT 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: 397,318 shares; 2024Q4: 466,770 shares; 2025Q1: 533,033 shares; 2025Q2: 42,411 shares; 2025Q3: 37,885 shares; 2025Q4: 43,340 shares; 2026Q1: 149,805 shares; 2026Q2: 143,952 shares 143,952 $9.28M 1.79% -5,853 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,294 shares 98,294 $7.26M 1.4% new 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: 10,415 shares; 2024Q4: 12,670 shares; 2025Q1: 13,625 shares; 2025Q2: 14,294 shares; 2025Q3: 111,947 shares; 2025Q4: 113,939 shares; 2026Q1: 64,525 shares; 2026Q2: 55,350 shares 55,350 $5.34M 1.03% -9,175 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: 6,190 shares; 2024Q4: 6,212 shares; 2025Q1: 8,020 shares; 2025Q2: 7,959 shares; 2025Q3: 7,997 shares; 2025Q4: 9,790 shares; 2026Q1: 16,657 shares; 2026Q2: 14,429 shares 14,429 $5.1M 0.98% -2,228 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: 8,819 shares; 2024Q4: 9,857 shares; 2025Q1: 10,113 shares; 2025Q2: 11,120 shares; 2025Q3: 11,539 shares; 2025Q4: 11,443 shares; 2026Q1: 14,506 shares; 2026Q2: 10,809 shares 10,809 $4.55M 0.88% -3,697 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: 8,056 shares; 2024Q4: 8,526 shares; 2025Q1: 9,760 shares; 2025Q2: 9,899 shares; 2025Q3: 10,630 shares; 2025Q4: 9,855 shares; 2026Q1: 17,764 shares; 2026Q2: 12,034 shares 12,034 $4.49M 0.87% -5,730 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: 93 shares; 2025Q2: 3 shares; 2025Q3: 6,042 shares; 2025Q4: 8,343 shares; 2026Q1: 13,495 shares; 2026Q2: 8,346 shares 8,346 $3.6M 0.7% -5,149 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,017 shares; 2024Q4: 154,758 shares; 2025Q1: 160,687 shares; 2025Q2: 156,261 shares; 2025Q3: 159,311 shares; 2025Q4: 15,827 shares; 2026Q1: 52,084 shares; 2026Q2: 50,380 shares 50,380 $3.52M 0.68% -1,704 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: 2,529 shares; 2024Q4: 2,784 shares; 2025Q1: 4,111 shares; 2025Q2: 3,931 shares; 2025Q3: 4,175 shares; 2025Q4: 4,552 shares; 2026Q1: 8,124 shares; 2026Q2: 6,353 shares 6,353 $3.18M 0.61% -1,771 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: 116 shares; 2024Q4: 114 shares; 2025Q1: 230 shares; 2025Q2: 192 shares; 2025Q3: 493 shares; 2025Q4: 596 shares; 2026Q1: 2,639 shares; 2026Q2: 2,573 shares 2,573 $3.09M 0.6% -66 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: 17,424 shares; 2024Q4: 19,186 shares; 2025Q1: 14,190 shares; 2025Q2: 20,792 shares; 2025Q3: 21,426 shares; 2025Q4: 23,929 shares; 2026Q1: 23,279 shares; 2026Q2: 3,793 shares 3,793 $2.61M 0.5% -19,486 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 73,536 shares; 2025Q2: 91,973 shares; 2025Q3: 91,922 shares; 2025Q4: 96,076 shares; 2026Q1: 175,013 shares; 2026Q2: 90,657 shares 90,657 $2.22M 0.43% -84,356 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: 4,219 shares; 2024Q4: 4,229 shares; 2025Q1: 3,579 shares; 2025Q2: 3,916 shares; 2025Q3: 3,724 shares; 2025Q4: 3,437 shares; 2026Q1: 3,595 shares; 2026Q2: 3,361 shares 3,361 $2.15M 0.42% -234 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: 14,668 shares; 2024Q4: 8,519 shares; 2025Q1: 1,761 shares; 2025Q2: 1,768 shares; 2025Q3: 3,134 shares; 2025Q4: 8,020 shares; 2026Q1: 17,262 shares; 2026Q2: 13,317 shares 13,317 $2.11M 0.41% -3,945 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 208,396 shares; 2026Q1: 246,966 shares; 2026Q2: 149,137 shares 149,137 $2.02M 0.39% -97,829 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: 57,871 shares; 2024Q4: 61,054 shares; 2025Q1: 63,019 shares; 2025Q2: 63,019 shares; 2025Q3: 66,462 shares; 2025Q4: 76,985 shares; 2026Q1: 68,359 shares; 2026Q2: 36,562 shares 36,562 $1.96M 0.38% -31,797 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: 36,565 shares; 2024Q4: 46,168 shares; 2025Q1: 55,036 shares; 2025Q2: 57,410 shares; 2025Q3: 64,345 shares; 2025Q4: 92,781 shares; 2026Q1: 66,850 shares; 2026Q2: 53,155 shares 53,155 $1.77M 0.34% -13,695 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: 4,412 shares; 2024Q4: 4,432 shares; 2025Q1: 4,431 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,055 shares; 2026Q1: 4,620 shares; 2026Q2: 4,227 shares 4,227 $1.56M 0.3% -393 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: 53,272 shares; 2025Q1: 50,886 shares; 2025Q2: 52,215 shares; 2025Q3: 51,804 shares; 2025Q4: 48,344 shares; 2026Q1: 47,608 shares; 2026Q2: 33,318 shares 33,318 $1.51M 0.29% -14,290 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 66 shares; 2025Q2: 69 shares; 2025Q3: 73 shares; 2025Q4: 92 shares; 2026Q1: 6,812 shares; 2026Q2: 6,347 shares 6,347 $1.51M 0.29% -465 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: 666 shares; 2024Q4: 1,933 shares; 2025Q1: 6,693 shares; 2025Q2: 1,766 shares; 2025Q3: 1,835 shares; 2025Q4: 4,736 shares; 2026Q1: 6,165 shares; 2026Q2: 7,311 shares 7,311 $1.39M 0.27% +1,146 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,843 shares; 2024Q4: 164,060 shares; 2025Q1: 155,383 shares; 2025Q2: 171,562 shares; 2025Q3: 125,287 shares; 2025Q4: 195,621 shares; 2026Q1: 204,723 shares; 2026Q2: 88,943 shares 88,943 $1.34M 0.26% -115,780 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: 153,838 shares; 2024Q4: 144,556 shares; 2025Q1: 138,851 shares; 2025Q2: 138,054 shares; 2025Q3: 123,483 shares; 2025Q4: 117,304 shares; 2026Q1: 83,209 shares; 2026Q2: 26,028 shares 26,028 $1.31M 0.25% -57,181 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,448 shares; 2024Q4: 12,448 shares; 2025Q1: 8,448 shares; 2025Q2: 8,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,513 shares; 2026Q1: 4,571 shares; 2026Q2: 4,556 shares 4,556 $1.22M 0.24% -15 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: 26,698 shares; 2024Q4: 26,418 shares; 2025Q1: 23,741 shares; 2025Q2: 22,775 shares; 2025Q3: 22,199 shares; 2025Q4: 38,588 shares; 2026Q1: 46,617 shares; 2026Q2: 22,577 shares 22,577 $1.2M 0.23% -24,040 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,620 shares; 2024Q4: 11,131 shares; 2025Q1: 11,765 shares; 2025Q2: 16,369 shares; 2025Q3: 14,891 shares; 2025Q4: 14,872 shares; 2026Q1: 11,514 shares; 2026Q2: 7,355 shares 7,355 $1.15M 0.22% -4,159 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: 5,905 shares; 2024Q4: 8,028 shares; 2025Q1: 9,169 shares; 2025Q2: 5,746 shares; 2025Q3: 5,746 shares; 2025Q4: 7,099 shares; 2026Q1: 6,441 shares; 2026Q2: 6,151 shares 6,151 $1.14M 0.22% -290 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: 12,073 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 11,538 shares; 2025Q3: 11,550 shares; 2025Q4: 11,107 shares; 2026Q1: 11,117 shares; 2026Q2: 14,190 shares 14,190 $1.13M 0.22% +3,073 Timeline ARGT 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: 101,027 shares; 2025Q1: 95,161 shares; 2025Q2: 96,240 shares; 2025Q3: 44,658 shares; 2025Q4: 30,620 shares; 2026Q1: 34,524 shares; 2026Q2: 11,658 shares 11,658 $1.06M 0.21% -22,866 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: 42,451 shares; 2024Q4: 42,453 shares; 2025Q1: 42,454 shares; 2025Q2: 43,906 shares; 2025Q3: 43,908 shares; 2025Q4: 33,879 shares; 2026Q1: 42,378 shares; 2026Q2: 20,384 shares 20,384 $1.06M 0.2% -21,994 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: 182 shares; 2024Q4: 187 shares; 2025Q1: 387 shares; 2025Q2: 1,244 shares; 2025Q3: 3,026 shares; 2025Q4: 3,972 shares; 2026Q1: 3,854 shares; 2026Q2: 2,407 shares 2,407 $1M 0.19% -1,447 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: 14,895 shares; 2024Q4: 14,895 shares; 2025Q1: 15,003 shares; 2025Q2: 10,767 shares; 2025Q3: 14,524 shares; 2025Q4: 14,005 shares; 2026Q1: 14,524 shares; 2026Q2: 8,688 shares 8,688 $989K 0.19% -5,836 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: 3,218 shares; 2024Q4: 3,369 shares; 2025Q1: 3,253 shares; 2025Q2: 3,259 shares; 2025Q3: 4,243 shares; 2025Q4: 4,978 shares; 2026Q1: 4,959 shares; 2026Q2: 7,808 shares 7,808 $970K 0.19% +2,849 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 617 shares; 2025Q3: 621 shares; 2025Q4: 626 shares; 2026Q1: 629 shares; 2026Q2: 9,473 shares 9,473 $938K 0.18% +8,844 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: 5,065 shares; 2024Q4: 4,731 shares; 2025Q1: 5,123 shares; 2025Q2: 5,021 shares; 2025Q3: 6,277 shares; 2025Q4: 4,616 shares; 2026Q1: 6,588 shares; 2026Q2: 2,732 shares 2,732 $894K 0.17% -3,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8,430 shares; 2026Q1: 8,505 shares; 2026Q2: 8,579 shares 8,579 $859K 0.17% +74 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 4,750 shares; 2025Q4: 6,895 shares; 2026Q1: 2,505 shares; 2026Q2: 2,505 shares 2,505 $859K 0.17% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 55,000 shares; 2026Q1: 103,450 shares; 2026Q2: 175,250 shares 175,250 $810K 0.16% +71,800 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: 846 shares; 2024Q4: 1,036 shares; 2025Q1: 1,932 shares; 2025Q2: 2,035 shares; 2025Q3: 4,095 shares; 2025Q4: 5,430 shares; 2026Q1: 6,204 shares; 2026Q2: 2,109 shares 2,109 $797K 0.15% -4,095 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,604 shares; 2024Q4: 36,345 shares; 2025Q1: 33,147 shares; 2025Q2: 33,728 shares; 2025Q3: 30,947 shares; 2025Q4: 26,371 shares; 2026Q1: 30,612 shares; 2026Q2: 15,902 shares 15,902 $796K 0.15% -14,710 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: 515 shares; 2024Q4: 1,038 shares; 2025Q1: 1,136 shares; 2025Q2: 1,988 shares; 2025Q3: 2,080 shares; 2025Q4: 2,573 shares; 2026Q1: 3,709 shares; 2026Q2: 1,335 shares 1,335 $776K 0.15% -2,374 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 542 shares; 2025Q1: 666 shares; 2025Q2: 2,702 shares; 2025Q3: 7,920 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares; 2026Q2: 11,596 shares 11,596 $746K 0.14% -29 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 71,740 shares; 2025Q1: 71,740 shares; 2025Q2: 69,990 shares; 2025Q3: 68,242 shares; 2025Q4: 40,167 shares; 2026Q1: 55,787 shares; 2026Q2: 37,299 shares 37,299 $731K 0.14% -18,488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,562 shares 6,562 $718K 0.14% new Timeline VRP 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: 59,671 shares; 2024Q4: 59,959 shares; 2025Q1: 52,292 shares; 2025Q2: 52,466 shares; 2025Q3: 52,645 shares; 2025Q4: 50,850 shares; 2026Q1: 29,431 shares; 2026Q2: 29,486 shares 29,486 $717K 0.14% +55 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: 968 shares; 2024Q4: 593 shares; 2025Q1: 1,269 shares; 2025Q2: 1,558 shares; 2025Q3: 1,844 shares; 2025Q4: 2,483 shares; 2026Q1: 10,755 shares; 2026Q2: 9,326 shares 9,326 $673K 0.13% -1,429 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 167,975 shares; 2025Q1: 169,538 shares; 2025Q2: 158,862 shares; 2025Q3: 148,972 shares; 2025Q4: 136,677 shares; 2026Q1: 89,560 shares; 2026Q2: 57,688 shares 57,688 $661K 0.13% -31,872 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER 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: 21,975 shares; 2026Q1: 21,975 shares; 2026Q2: 26,360 shares 26,360 $646K 0.12% +4,385 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,516 shares; 2024Q4: 197,516 shares; 2025Q1: 197,516 shares; 2025Q2: 188,984 shares; 2025Q3: 205,308 shares; 2025Q4: 168,608 shares; 2026Q1: 189,908 shares; 2026Q2: 74,830 shares 74,830 $641K 0.12% -115,078 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,078 shares 7,078 $627K 0.12% new Timeline PREF 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: 55,168 shares; 2024Q4: 55,562 shares; 2025Q1: 39,555 shares; 2025Q2: 39,474 shares; 2025Q3: 32,306 shares; 2025Q4: 32,473 shares; 2026Q1: 26,913 shares; 2026Q2: 32,243 shares 32,243 $615K 0.12% +5,330 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: 10,793 shares; 2024Q4: 10,793 shares; 2025Q1: 10,793 shares; 2025Q2: 10,443 shares; 2025Q3: 10,443 shares; 2025Q4: 10,443 shares; 2026Q1: 13,765 shares; 2026Q2: 11,163 shares 11,163 $597K 0.12% -2,602 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: 5,250 shares; 2024Q4: 5,263 shares; 2025Q1: 5,271 shares; 2025Q2: 5,896 shares; 2025Q3: 5,917 shares; 2025Q4: 5,939 shares; 2026Q1: 5,951 shares; 2026Q2: 6,172 shares 6,172 $595K 0.11% +221 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,676 shares; 2025Q1: 1,792 shares; 2025Q2: 1,531 shares; 2025Q3: 2,482 shares; 2025Q4: 2,673 shares; 2026Q1: 1,199 shares; 2026Q2: 1,125 shares 1,125 $588K 0.11% -74 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 850 shares; 2025Q2: 957 shares; 2025Q3: 1,227 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 5,931 shares 5,931 $553K 0.11% +3,575 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,878 shares; 2024Q4: 10,878 shares; 2025Q1: 10,878 shares; 2025Q2: 12,102 shares; 2025Q3: 12,116 shares; 2025Q4: 11,701 shares; 2026Q1: 11,712 shares; 2026Q2: 11,728 shares 11,728 $535K 0.1% +16 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 935 shares; 2025Q3: 939 shares; 2025Q4: 1,775 shares; 2026Q1: 722 shares; 2026Q2: 4,716 shares 4,716 $514K 0.1% +3,994 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares; 2026Q1: 7,495 shares; 2026Q2: 10,966 shares 10,966 $501K 0.1% +3,471 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 1,000 shares; 2026Q1: 6,000 shares; 2026Q2: 13,000 shares 13,000 $485K 0.09% +7,000 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 332 shares; 2025Q3: 363 shares; 2025Q4: 443 shares; 2026Q1: 27,799 shares; 2026Q2: 9,451 shares 9,451 $482K 0.09% -18,348 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: 2 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 531 shares; 2026Q1: 325 shares; 2026Q2: 397 shares 397 $466K 0.09% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,713 shares; 2026Q1: 5,100 shares; 2026Q2: 4,600 shares 4,600 $463K 0.09% -500 Timeline PFFD 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: 29,432 shares; 2024Q4: 29,790 shares; 2025Q1: 29,643 shares; 2025Q2: 29,757 shares; 2025Q3: 29,868 shares; 2025Q4: 29,982 shares; 2026Q1: 22,929 shares; 2026Q2: 22,996 shares 22,996 $430K 0.08% +67 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: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares; 2026Q2: 6,944 shares 6,944 $415K 0.08% +68 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: 10,887 shares; 2024Q4: 12,766 shares; 2025Q1: 12,815 shares; 2025Q2: 12,886 shares; 2025Q3: 11,028 shares; 2025Q4: 11,083 shares; 2026Q1: 13,758 shares; 2026Q2: 7,219 shares 7,219 $408K 0.08% -6,539 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 40 shares; 2025Q4: 2,040 shares; 2026Q1: 3,076 shares; 2026Q2: 4,004 shares 4,004 $399K 0.08% +928 Timeline COPX 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: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,053 shares; 2026Q2: 5,122 shares 5,122 $394K 0.08% -1,931 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,464 shares; 2024Q4: 87,673 shares; 2025Q1: 68,920 shares; 2025Q2: 60,846 shares; 2025Q3: 71,064 shares; 2025Q4: 60,353 shares; 2026Q1: 58,589 shares; 2026Q2: 27,057 shares 27,057 $393K 0.08% -31,532 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 3,112 shares; 2025Q1: 3,112 shares; 2025Q2: 3,178 shares; 2025Q3: 3,162 shares; 2025Q4: 3,371 shares; 2026Q1: 3,781 shares; 2026Q2: 2,627 shares 2,627 $384K 0.07% -1,154 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: 518 shares; 2024Q4: 1,127 shares; 2025Q1: 1,168 shares; 2025Q2: 588 shares; 2025Q3: 603 shares; 2025Q4: 766 shares; 2026Q1: 739 shares; 2026Q2: 4,270 shares 4,270 $368K 0.07% +3,531 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: 509 shares; 2024Q4: 1,005 shares; 2025Q1: 1,180 shares; 2025Q2: 1,301 shares; 2025Q3: 1,904 shares; 2025Q4: 2,072 shares; 2026Q1: 2,715 shares; 2026Q2: 1,035 shares 1,035 $353K 0.07% -1,680 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: 5,315 shares; 2024Q4: 3,933 shares; 2025Q1: 4,918 shares; 2025Q2: 5,889 shares; 2025Q3: 5,464 shares; 2025Q4: 2,073 shares; 2026Q1: 1,212 shares; 2026Q2: 1,141 shares 1,141 $343K 0.07% -71 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: 1,610 shares; 2024Q4: 1,634 shares; 2025Q1: 2,401 shares; 2025Q2: 1,893 shares; 2025Q3: 5,032 shares; 2025Q4: 6,410 shares; 2026Q1: 4,986 shares; 2026Q2: 3,000 shares 3,000 $340K 0.07% -1,986 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: 1 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 2,626 shares; 2025Q4: 684 shares; 2026Q1: 757 shares; 2026Q2: 2,722 shares 2,722 $325K 0.06% +1,965 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: 3,262 shares; 2024Q4: 3,287 shares; 2025Q1: 5,963 shares; 2025Q2: 14,044 shares; 2025Q3: 5,041 shares; 2025Q4: 4,725 shares; 2026Q1: 5,855 shares; 2026Q2: 2,328 shares 2,328 $325K 0.06% -3,527 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,392 shares 9,392 $324K 0.06% 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: 6,184 shares; 2024Q4: 6,363 shares; 2025Q1: 6,046 shares; 2025Q2: 5,910 shares; 2025Q3: 5,549 shares; 2025Q4: 5,493 shares; 2026Q1: 4,080 shares; 2026Q2: 5,348 shares 5,348 $319K 0.06% +1,268 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: 197 shares; 2024Q4: 222 shares; 2025Q1: 182 shares; 2025Q2: 175 shares; 2025Q3: 664 shares; 2025Q4: 709 shares; 2026Q1: 551 shares; 2026Q2: 301 shares 301 $304K 0.06% -250 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 1,510 shares; 2025Q4: 6,069 shares; 2026Q1: 6,109 shares; 2026Q2: 6,000 shares 6,000 $303K 0.06% -109 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,718 shares; 2024Q4: 69,967 shares; 2025Q1: 69,978 shares; 2025Q2: 68,490 shares; 2025Q3: 68,502 shares; 2025Q4: 33,782 shares; 2026Q1: 37,854 shares; 2026Q2: 16,317 shares 16,317 $302K 0.06% -21,537 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: 0 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 284 shares; 2026Q2: 131 shares 131 $298K 0.06% -153 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,520 shares; 2025Q3: 12,103 shares; 2025Q4: 27,327 shares; 2026Q1: 40,099 shares; 2026Q2: 28,737 shares 28,737 $297K 0.06% -11,362 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: 70 shares; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 495 shares; 2025Q3: 1,380 shares; 2025Q4: 2,363 shares; 2026Q1: 2,454 shares; 2026Q2: 622 shares 622 $297K 0.06% -1,832 Timeline IEUS 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: 4,241 shares 4,241 $294K 0.06% new 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: 158 shares; 2024Q4: 161 shares; 2025Q1: 338 shares; 2025Q2: 350 shares; 2025Q3: 607 shares; 2025Q4: 482 shares; 2026Q1: 488 shares; 2026Q2: 314 shares 314 $293K 0.06% -174 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 229 shares; 2026Q2: 3,529 shares 3,529 $292K 0.06% +3,300 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,372 shares; 2024Q4: 144,372 shares; 2025Q1: 166,372 shares; 2025Q2: 160,551 shares; 2025Q3: 168,656 shares; 2025Q4: 114,897 shares; 2026Q1: 133,372 shares; 2026Q2: 26,411 shares 26,411 $292K 0.06% -106,961 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 15,667 shares; 2025Q1: 20,466 shares; 2025Q2: 20,466 shares; 2025Q3: 20,466 shares; 2025Q4: 6,679 shares; 2026Q1: 5,776 shares; 2026Q2: 4,563 shares 4,563 $291K 0.06% -1,213 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,657 shares; 2026Q2: 22,562 shares 22,562 $286K 0.06% +7,905 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 745 shares; 2025Q1: 756 shares; 2025Q2: 1,168 shares; 2025Q3: 1,969 shares; 2025Q4: 1,955 shares; 2026Q1: 1,956 shares; 2026Q2: 2,939 shares 2,939 $282K 0.05% +983 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 597 shares; 2025Q4: 1,796 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $282K 0.05% 0 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: 269 shares; 2024Q4: 275 shares; 2025Q1: 727 shares; 2025Q2: 382 shares; 2025Q3: 1,354 shares; 2025Q4: 791 shares; 2026Q1: 824 shares; 2026Q2: 1,795 shares 1,795 $281K 0.05% +971 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: 407 shares; 2024Q4: 643 shares; 2025Q1: 644 shares; 2025Q2: 645 shares; 2025Q3: 11,361 shares; 2025Q4: 6,112 shares; 2026Q1: 1,657 shares; 2026Q2: 1,278 shares 1,278 $280K 0.05% -379 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: 1,640 shares 1,640 $280K 0.05% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 542 shares; 2025Q1: 318 shares; 2025Q2: 654 shares; 2025Q3: 478 shares; 2025Q4: 983 shares; 2026Q1: 557 shares; 2026Q2: 399 shares 399 $262K 0.05% -158 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 26 shares; 2025Q2: 619 shares; 2025Q3: 228 shares; 2025Q4: 2,515 shares; 2026Q1: 2,529 shares; 2026Q2: 2,720 shares 2,720 $255K 0.05% +191 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: 420 shares; 2024Q4: 347 shares; 2025Q1: 447 shares; 2025Q2: 435 shares; 2025Q3: 529 shares; 2025Q4: 5,920 shares; 2026Q1: 6,508 shares; 2026Q2: 3,558 shares 3,558 $254K 0.05% -2,950 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,930 shares; 2024Q4: 9,931 shares; 2025Q1: 9,948 shares; 2025Q2: 9,948 shares; 2025Q3: 10,619 shares; 2025Q4: 8,834 shares; 2026Q1: 13,853 shares; 2026Q2: 4,302 shares 4,302 $241K 0.05% -9,551 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: 406 shares; 2024Q4: 632 shares; 2025Q1: 1,772 shares; 2025Q2: 2,538 shares; 2025Q3: 6,284 shares; 2025Q4: 5,496 shares; 2026Q1: 5,132 shares; 2026Q2: 2,053 shares 2,053 $240K 0.05% -3,079 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,285 shares; 2024Q4: 7,403 shares; 2025Q1: 7,461 shares; 2025Q2: 7,549 shares; 2025Q3: 7,635 shares; 2025Q4: 7,748 shares; 2026Q1: 7,803 shares; 2026Q2: 7,886 shares 7,886 $237K 0.05% +83 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: 2,776 shares; 2024Q4: 2,814 shares; 2025Q1: 2,834 shares; 2025Q2: 2,865 shares; 2025Q3: 2,897 shares; 2025Q4: 2,940 shares; 2026Q1: 2,961 shares; 2026Q2: 2,994 shares 2,994 $237K 0.05% +33 Timeline XNTK 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: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $235K 0.05% 0 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $230K 0.04% 0 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: 6 shares; 2025Q1: 265 shares; 2025Q2: 660 shares; 2025Q3: 1,940 shares; 2025Q4: 1,764 shares; 2026Q1: 2,514 shares; 2026Q2: 1,345 shares 1,345 $228K 0.04% -1,169 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 369 shares; 2025Q4: 354 shares; 2026Q1: 606 shares; 2026Q2: 611 shares 611 $226K 0.04% +5 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 140 shares; 2025Q3: 142 shares; 2025Q4: 218 shares; 2026Q1: 129 shares; 2026Q2: 1,009 shares 1,009 $220K 0.04% +880 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 4,671 shares; 2025Q4: 16,307 shares; 2026Q1: 18,056 shares; 2026Q2: 13,585 shares 13,585 $214K 0.04% -4,471 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: 4,155 shares; 2024Q4: 3,752 shares; 2025Q1: 5,282 shares; 2025Q2: 20,522 shares; 2025Q3: 24,815 shares; 2025Q4: 17,717 shares; 2026Q1: 24,821 shares; 2026Q2: 8,877 shares 8,877 $214K 0.04% -15,944 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: 376 shares; 2025Q2: 387 shares; 2025Q3: 986 shares; 2025Q4: 411 shares; 2026Q1: 4,106 shares; 2026Q2: 3,801 shares 3,801 $202K 0.04% -305 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,252 shares; 2024Q4: 124,254 shares; 2025Q1: 102,004 shares; 2025Q2: 107,973 shares; 2025Q3: 104,837 shares; 2025Q4: 39,106 shares; 2026Q1: 45,855 shares; 2026Q2: 8,475 shares 8,475 $201K 0.04% -37,380 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: 13,000 shares; 2026Q1: 21,800 shares; 2026Q2: 23,600 shares 23,600 $194K 0.04% +1,800 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 5,524 shares; 2026Q2: 5,524 shares 5,524 $185K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 3,727 shares; 2025Q1: 1,358 shares; 2025Q2: 1,362 shares; 2025Q3: 966 shares; 2025Q4: 8,660 shares; 2026Q1: 6,709 shares; 2026Q2: 3,968 shares 3,968 $180K 0.03% -2,741 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 8 shares; 2025Q2: 0 shares; 2025Q3: 2,925 shares; 2025Q4: 44,359 shares; 2026Q1: 57,279 shares; 2026Q2: 20,185 shares 20,185 $177K 0.03% -37,094 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: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,803 shares; 2026Q1: 2,253 shares; 2026Q2: 2,278 shares 2,278 $173K 0.03% +25 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $169K 0.03% 0 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: 2,850 shares; 2024Q4: 1,231 shares; 2025Q1: 1,240 shares; 2025Q2: 918 shares; 2025Q3: 1,172 shares; 2025Q4: 1,444 shares; 2026Q1: 1,672 shares; 2026Q2: 1,209 shares 1,209 $169K 0.03% -463 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,181 shares; 2024Q4: 24,141 shares; 2025Q1: 24,141 shares; 2025Q2: 24,141 shares; 2025Q3: 24,141 shares; 2025Q4: 24,141 shares; 2026Q1: 24,201 shares; 2026Q2: 12,202 shares 12,202 $168K 0.03% -11,999 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: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 2,200 shares; 2025Q4: 3,769 shares; 2026Q1: 3,769 shares; 2026Q2: 738 shares 738 $168K 0.03% -3,031 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 795 shares; 2026Q2: 959 shares 959 $167K 0.03% +164 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: 2,545 shares; 2025Q1: 3,274 shares; 2025Q2: 3,465 shares; 2025Q3: 3,499 shares; 2025Q4: 3,528 shares; 2026Q1: 2,956 shares; 2026Q2: 1,669 shares 1,669 $161K 0.03% -1,287 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 892 shares; 2025Q2: 622 shares; 2025Q3: 2,873 shares; 2025Q4: 3,785 shares; 2026Q1: 3,134 shares; 2026Q2: 1,325 shares 1,325 $156K 0.03% -1,809 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 2,466 shares; 2026Q2: 5,700 shares 5,700 $155K 0.03% +3,234 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: 964 shares; 2024Q4: 3,889 shares; 2025Q1: 3,103 shares; 2025Q2: 4,026 shares; 2025Q3: 3,119 shares; 2025Q4: 477 shares; 2026Q1: 738 shares; 2026Q2: 1,027 shares 1,027 $152K 0.03% +289 Timeline IBHI 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: 6,510 shares; 2026Q2: 6,510 shares 6,510 $152K 0.03% 0 Timeline IBHG 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: 6,740 shares; 2026Q2: 6,740 shares 6,740 $149K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,787 shares; 2024Q4: 11,833 shares; 2025Q1: 12,500 shares; 2025Q2: 12,479 shares; 2025Q3: 13,072 shares; 2025Q4: 5,643 shares; 2026Q1: 12,491 shares; 2026Q2: 2,560 shares 2,560 $146K 0.03% -9,931 Timeline VNQ 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 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 160 shares; 2026Q2: 1,494 shares 1,494 $144K 0.03% +1,334 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,478 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares; 2026Q2: 2,834 shares 2,834 $144K 0.03% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,658 shares; 2024Q4: 14,658 shares; 2025Q1: 14,658 shares; 2025Q2: 9,780 shares; 2025Q3: 9,780 shares; 2025Q4: 8,607 shares; 2026Q1: 9,780 shares; 2026Q2: 4,875 shares 4,875 $143K 0.03% -4,905 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $143K 0.03% 0 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: 6 shares; 2026Q1: 0 shares; 2026Q2: 526 shares 526 $143K 0.03% +526 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: 157 shares; 2024Q4: 123 shares; 2025Q1: 387 shares; 2025Q2: 511 shares; 2025Q3: 551 shares; 2025Q4: 1,449 shares; 2026Q1: 1,445 shares; 2026Q2: 423 shares 423 $143K 0.03% -1,022 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 0 shares; 2025Q2: 266 shares; 2025Q3: 416 shares; 2025Q4: 1,808 shares; 2026Q1: 1,763 shares; 2026Q2: 1,510 shares 1,510 $143K 0.03% -253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,987 shares 12,987 $141K 0.03% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares; 2026Q2: 2,102 shares 2,102 $137K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 321 shares; 2025Q1: 340 shares; 2025Q2: 335 shares; 2025Q3: 342 shares; 2025Q4: 494 shares; 2026Q1: 371 shares; 2026Q2: 266 shares 266 $137K 0.03% -105 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 4,891 shares; 2026Q2: 4,920 shares 4,920 $136K 0.03% +29 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 617 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $135K 0.03% 0 Timeline RSPG 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 1,374 shares 1,374 $135K 0.03% -648 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,046 shares; 2026Q2: 7,042 shares 7,042 $133K 0.03% -4 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 67 shares 67 $133K 0.03% -8 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,288 shares; 2025Q3: 2,676 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares; 2026Q2: 547 shares 547 $133K 0.03% -3,095 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: 0 shares; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 544 shares 544 $132K 0.03% +369 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 4,182 shares; 2026Q1: 4,208 shares; 2026Q2: 4,223 shares 4,223 $131K 0.03% +15 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: 1,200 shares; 2024Q4: 20 shares; 2025Q1: 842 shares; 2025Q2: 293 shares; 2025Q3: 446 shares; 2025Q4: 1,517 shares; 2026Q1: 1,208 shares; 2026Q2: 1,577 shares 1,577 $130K 0.03% +369 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 6,000 shares 6,000 $129K 0.03% +4,000 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: 65,658 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 4,346 shares; 2026Q1: 4,353 shares; 2026Q2: 4,353 shares 4,353 $128K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 1,454 shares 1,454 $128K 0.02% +1,116 Timeline INDY 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: 466 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares; 2026Q1: 4,808 shares; 2026Q2: 2,874 shares 2,874 $125K 0.02% -1,934 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: 312 shares; 2024Q4: 322 shares; 2025Q1: 1,341 shares; 2025Q2: 582 shares; 2025Q3: 2,111 shares; 2025Q4: 2,532 shares; 2026Q1: 1,527 shares; 2026Q2: 843 shares 843 $124K 0.02% -684 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,600 shares; 2026Q1: 1,200 shares; 2026Q2: 2,200 shares 2,200 $122K 0.02% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares; 2026Q2: 1,585 shares 1,585 $122K 0.02% +1,095 Timeline JNK 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 986 shares; 2026Q2: 1,257 shares 1,257 $121K 0.02% +271 Timeline IFRA 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: 0 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $120K 0.02% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 573 shares; 2026Q1: 557 shares; 2026Q2: 572 shares 572 $120K 0.02% +15 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 10,937 shares; 2026Q2: 10,712 shares 10,712 $117K 0.02% -225 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: 554 shares; 2025Q1: 917 shares; 2025Q2: 542 shares; 2025Q3: 701 shares; 2025Q4: 1,568 shares; 2026Q1: 914 shares; 2026Q2: 267 shares 267 $116K 0.02% -647 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 2,841 shares; 2026Q2: 2,855 shares 2,855 $113K 0.02% +14 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 12,200 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $113K 0.02% 0 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: 123 shares; 2024Q4: 125 shares; 2025Q1: 364 shares; 2025Q2: 342 shares; 2025Q3: 603 shares; 2025Q4: 524 shares; 2026Q1: 436 shares; 2026Q2: 506 shares 506 $113K 0.02% +70 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,342 shares; 2026Q1: 1,357 shares; 2026Q2: 1,107 shares 1,107 $113K 0.02% -250 Timeline SLNH SOLUNA HOLDINGS INC More: the full row for SOLUNA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,000 shares 83,000 $112K 0.02% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 6,250 shares 6,250 $112K 0.02% +4,750 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 2,089 shares; 2026Q2: 2,100 shares 2,100 $111K 0.02% +11 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 1,074 shares; 2025Q1: 974 shares; 2025Q2: 823 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $111K 0.02% 0 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: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,085 shares; 2026Q1: 6,654 shares; 2026Q2: 2,156 shares 2,156 $109K 0.02% -4,498 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: 106 shares; 2025Q2: 52 shares; 2025Q3: 2,021 shares; 2025Q4: 1,144 shares; 2026Q1: 236 shares; 2026Q2: 166 shares 166 $106K 0.02% -70 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 95 shares; 2025Q2: 575 shares; 2025Q3: 98 shares; 2025Q4: 825 shares; 2026Q1: 724 shares; 2026Q2: 631 shares 631 $106K 0.02% -93 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 1,069 shares; 2026Q1: 1,080 shares; 2026Q2: 899 shares 899 $104K 0.02% -181 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 294 shares; 2025Q2: 185 shares; 2025Q3: 246 shares; 2025Q4: 292 shares; 2026Q1: 253 shares; 2026Q2: 998 shares 998 $103K 0.02% +745 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: 545 shares; 2024Q4: 427 shares; 2025Q1: 687 shares; 2025Q2: 599 shares; 2025Q3: 575 shares; 2025Q4: 485 shares; 2026Q1: 357 shares; 2026Q2: 300 shares 300 $103K 0.02% -57 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC 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: 77 shares; 2026Q1: 3,095 shares; 2026Q2: 4,000 shares 4,000 $102K 0.02% +905 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: 339 shares; 2024Q4: 353 shares; 2025Q1: 1,064 shares; 2025Q2: 597 shares; 2025Q3: 769 shares; 2025Q4: 732 shares; 2026Q1: 771 shares; 2026Q2: 793 shares 793 $102K 0.02% +22 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 750 shares; 2026Q2: 2,989 shares 2,989 $101K 0.02% +2,239 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 2,584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 1,210 shares; 2026Q1: 476 shares; 2026Q2: 1,134 shares 1,134 $101K 0.02% +658 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 258 shares; 2025Q2: 176 shares; 2025Q3: 220 shares; 2025Q4: 548 shares; 2026Q1: 568 shares; 2026Q2: 734 shares 734 $99.5K 0.02% +166 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,071 shares; 2026Q1: 994 shares; 2026Q2: 975 shares 975 $99.3K 0.02% -19 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: 6,768 shares; 2024Q4: 1,129 shares; 2025Q1: 918 shares; 2025Q2: 4,501 shares; 2025Q3: 1,537 shares; 2025Q4: 1,723 shares; 2026Q1: 1,724 shares; 2026Q2: 918 shares 918 $98.3K 0.02% -806 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: 13 shares; 2024Q4: 204 shares; 2025Q1: 307 shares; 2025Q2: 174 shares; 2025Q3: 339 shares; 2025Q4: 1,149 shares; 2026Q1: 1,165 shares; 2026Q2: 1,563 shares 1,563 $98.3K 0.02% +398 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: 13 shares; 2024Q4: 20 shares; 2025Q1: 0 shares; 2025Q2: 64 shares; 2025Q3: 238 shares; 2025Q4: 317 shares; 2026Q1: 222 shares; 2026Q2: 48 shares 48 $94.5K 0.02% -174 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 58 shares; 2026Q1: 67 shares; 2026Q2: 356 shares 356 $94.2K 0.02% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $93.6K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 294 shares 294 $89.2K 0.02% +294 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,100 shares; 2026Q1: 500 shares; 2026Q2: 1,500 shares 1,500 $89K 0.02% +1,000 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: 7 shares; 2025Q1: 321 shares; 2025Q2: 271 shares; 2025Q3: 352 shares; 2025Q4: 1,358 shares; 2026Q1: 935 shares; 2026Q2: 586 shares 586 $88.8K 0.02% -349 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 15 shares; 2026Q2: 296 shares 296 $86.7K 0.02% +281 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 1,697 shares 1,697 $86.6K 0.02% +1,697 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 650 shares 650 $82.9K 0.02% -800 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 0 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,328 shares 3,328 $82.2K 0.02% -672 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 3,000 shares 3,000 $82.1K 0.02% 0 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: 0 shares; 2025Q1: 114 shares; 2025Q2: 72 shares; 2025Q3: 560 shares; 2025Q4: 1,609 shares; 2026Q1: 1,671 shares; 2026Q2: 1,103 shares 1,103 $82.1K 0.02% -568 Timeline BRUN BOOST RUN INC More: the full row for BOOST RUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $81.5K 0.02% new Timeline FNDA 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: 2,123 shares; 2026Q1: 2,130 shares; 2026Q2: 2,135 shares 2,135 $81.3K 0.02% +5 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: 5 shares; 2025Q1: 219 shares; 2025Q2: 223 shares; 2025Q3: 239 shares; 2025Q4: 472 shares; 2026Q1: 490 shares; 2026Q2: 215 shares 215 $80.4K 0.02% -275 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: 0 shares; 2024Q4: 12 shares; 2025Q1: 204 shares; 2025Q2: 367 shares; 2025Q3: 530 shares; 2025Q4: 1,620 shares; 2026Q1: 2,156 shares; 2026Q2: 1,389 shares 1,389 $80K 0.02% -767 Timeline IHAK 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: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $79.3K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 947 shares 947 $79.3K 0.02% -20 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 386 shares; 2026Q1: 391 shares; 2026Q2: 230 shares 230 $78.4K 0.02% -161 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: 180 shares; 2024Q4: 168 shares; 2025Q1: 524 shares; 2025Q2: 484 shares; 2025Q3: 490 shares; 2025Q4: 489 shares; 2026Q1: 446 shares; 2026Q2: 856 shares 856 $77.7K 0.02% +410 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 864 shares; 2025Q4: 3,922 shares; 2026Q1: 7,876 shares; 2026Q2: 6,493 shares 6,493 $77.2K 0.01% -1,383 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: 542 shares; 2024Q4: 10,766 shares; 2025Q1: 15,142 shares; 2025Q2: 14,784 shares; 2025Q3: 15,695 shares; 2025Q4: 8,349 shares; 2026Q1: 6,312 shares; 2026Q2: 1,596 shares 1,596 $76.5K 0.01% -4,716 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 22,849 shares; 2026Q1: 32,574 shares; 2026Q2: 2,482 shares 2,482 $75.7K 0.01% -30,092 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: 17 shares; 2025Q1: 430 shares; 2025Q2: 0 shares; 2025Q3: 262 shares; 2025Q4: 4,635 shares; 2026Q1: 4,733 shares; 2026Q2: 4,490 shares 4,490 $75.5K 0.01% -243 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $75.4K 0.01% 0 Timeline SPHY 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: 0 shares; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $75K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 99 shares; 2025Q1: 202 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 594 shares; 2026Q1: 625 shares; 2026Q2: 524 shares 524 $75K 0.01% -101 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: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 126 shares; 2025Q3: 177 shares; 2025Q4: 592 shares; 2026Q1: 367 shares; 2026Q2: 70 shares 70 $74.5K 0.01% -297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $74.4K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,296 shares; 2025Q1: 3,297 shares; 2025Q2: 3,298 shares; 2025Q3: 3,299 shares; 2025Q4: 3,300 shares; 2026Q1: 3,301 shares; 2026Q2: 1,501 shares 1,501 $74.2K 0.01% -1,800 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,225 shares; 2026Q1: 1,799 shares; 2026Q2: 1,474 shares 1,474 $73.8K 0.01% -325 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,140 shares 2,140 $73.6K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 0 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,158 shares; 2026Q1: 1,160 shares; 2026Q2: 1,078 shares 1,078 $71.5K 0.01% -82 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: 183 shares; 2024Q4: 317 shares; 2025Q1: 411 shares; 2025Q2: 365 shares; 2025Q3: 486 shares; 2025Q4: 786 shares; 2026Q1: 1,069 shares; 2026Q2: 386 shares 386 $71.3K 0.01% -683 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 99 shares; 2025Q1: 133 shares; 2025Q2: 139 shares; 2025Q3: 101 shares; 2025Q4: 286 shares; 2026Q1: 238 shares; 2026Q2: 435 shares 435 $71.2K 0.01% +197 Timeline SCHA 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: 0 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,946 shares; 2026Q2: 1,951 shares 1,951 $70.5K 0.01% +5 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: 2,711 shares; 2024Q4: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 16,385 shares; 2026Q1: 16,405 shares; 2026Q2: 722 shares 722 $69.7K 0.01% -15,683 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $69K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 2,495 shares 2,495 $67K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $66.9K 0.01% new 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: 248 shares; 2024Q4: 14 shares; 2025Q1: 485 shares; 2025Q2: 389 shares; 2025Q3: 605 shares; 2025Q4: 830 shares; 2026Q1: 868 shares; 2026Q2: 259 shares 259 $65.8K 0.01% -609 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares; 2026Q2: 4,945 shares 4,945 $65.4K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 252 shares; 2025Q1: 369 shares; 2025Q2: 196 shares; 2025Q3: 242 shares; 2025Q4: 295 shares; 2026Q1: 291 shares; 2026Q2: 301 shares 301 $65.2K 0.01% +10 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 52 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 199 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $63.4K 0.01% 0 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: 3,915 shares; 2024Q4: 3,896 shares; 2025Q1: 3,926 shares; 2025Q2: 3,962 shares; 2025Q3: 4,050 shares; 2025Q4: 643 shares; 2026Q1: 5,095 shares; 2026Q2: 535 shares 535 $63K 0.01% -4,560 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 22 shares; 2025Q4: 241 shares; 2026Q1: 249 shares; 2026Q2: 255 shares 255 $62.8K 0.01% +6 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: 572 shares; 2025Q1: 579 shares; 2025Q2: 745 shares; 2025Q3: 6,285 shares; 2025Q4: not reported; 2026Q1: 893 shares; 2026Q2: 4,640 shares 4,640 $62K 0.01% +3,747 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,275 shares; 2025Q1: 1,160 shares; 2025Q2: 1,153 shares; 2025Q3: 1,179 shares; 2025Q4: 947 shares; 2026Q1: 1,260 shares; 2026Q2: 277 shares 277 $62K 0.01% -983 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,065 shares; 2026Q2: 1,086 shares 1,086 $61.2K 0.01% +21 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: 1,302 shares; 2026Q2: 664 shares 664 $60.2K 0.01% -638 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: 2 shares; 2025Q1: 0 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 243 shares; 2026Q1: 256 shares; 2026Q2: 124 shares 124 $60K 0.01% -132 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: not reported; 2024Q4: 0 shares; 2025Q1: 98 shares; 2025Q2: 65 shares; 2025Q3: 72 shares; 2025Q4: 400 shares; 2026Q1: 407 shares; 2026Q2: 353 shares 353 $59.7K 0.01% -54 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,642 shares 1,642 $59.5K 0.01% +2 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 133 shares; 2025Q4: 110 shares; 2026Q1: 220 shares; 2026Q2: 199 shares 199 $59K 0.01% -21 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 2,165 shares; 2025Q1: 1,608 shares; 2025Q2: 1,595 shares; 2025Q3: 2,095 shares; 2025Q4: 1,318 shares; 2026Q1: 1,471 shares; 2026Q2: 1,511 shares 1,511 $58.9K 0.01% +40 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 282 shares; 2026Q2: 1,128 shares 1,128 $58.8K 0.01% +846 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 25 shares; 2025Q2: 15 shares; 2025Q3: 330 shares; 2025Q4: 1,858 shares; 2026Q1: 1,598 shares; 2026Q2: 913 shares 913 $58.6K 0.01% -685 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 72 shares; 2025Q2: 76 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $58.6K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 288 shares 288 $58.4K 0.01% -159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $58.3K 0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $58.2K 0.01% 0 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: 1,702 shares; 2024Q4: 1,527 shares; 2025Q1: 1,377 shares; 2025Q2: 1,409 shares; 2025Q3: 1,488 shares; 2025Q4: 1,228 shares; 2026Q1: 1,337 shares; 2026Q2: 317 shares 317 $57.3K 0.01% -1,020 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 350 shares 350 $56.7K 0.01% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,551 shares; 2025Q1: 2,572 shares; 2025Q2: 2,630 shares; 2025Q3: 2,724 shares; 2025Q4: 892 shares; 2026Q1: 3,530 shares; 2026Q2: 342 shares 342 $56.7K 0.01% -3,188 Timeline PRF 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: 1,039 shares; 2026Q1: 1,043 shares; 2026Q2: 1,047 shares 1,047 $56.5K 0.01% +4 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 9,621 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 951 shares 951 $56K 0.01% +875 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,323 shares; 2025Q1: 1,367 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 2,258 shares; 2026Q1: 2,840 shares; 2026Q2: 2,212 shares 2,212 $55.9K 0.01% -628 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $55.4K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 61 shares; 2025Q3: 70 shares; 2025Q4: 214 shares; 2026Q1: 73 shares; 2026Q2: 291 shares 291 $55.4K 0.01% +218 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 62 shares; 2025Q1: 93 shares; 2025Q2: 325 shares; 2025Q3: 346 shares; 2025Q4: 741 shares; 2026Q1: 1,066 shares; 2026Q2: 528 shares 528 $54.9K 0.01% -538 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 49 shares; 2026Q1: 80 shares; 2026Q2: 52 shares 52 $54.3K 0.01% -28 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 148 shares; 2026Q1: 673 shares; 2026Q2: 588 shares 588 $54K 0.01% -85 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: 1,016 shares; 2026Q2: 950 shares 950 $54K 0.01% -66 Timeline SUPV GRUPO SUPERVIELLE S.A. More: the full row for GRUPO SUPERVIELLE 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: 3 shares; 2026Q2: 5,572 shares 5,572 $53.8K 0.01% +5,569 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: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 903 shares; 2026Q2: 867 shares 867 $53.3K 0.01% -36 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 188 shares; 2025Q1: 83 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 300 shares; 2026Q1: 1,401 shares; 2026Q2: 179 shares 179 $53.2K 0.01% -1,222 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: 153 shares; 2024Q4: 129 shares; 2025Q1: 80 shares; 2025Q2: 223 shares; 2025Q3: 163 shares; 2025Q4: 124 shares; 2026Q1: 134 shares; 2026Q2: 104 shares 104 $53.1K 0.01% -30 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 84 shares; 2025Q1: 340 shares; 2025Q2: 84 shares; 2025Q3: 949 shares; 2025Q4: 911 shares; 2026Q1: 514 shares; 2026Q2: 166 shares 166 $52.7K 0.01% -348 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: 2,698 shares; 2024Q4: 2,698 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 665 shares 665 $52.1K 0.01% -1,035 Timeline EUFN 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: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,335 shares 1,335 $52.1K 0.01% -96 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 231 shares; 2025Q1: 117 shares; 2025Q2: 874 shares; 2025Q3: 30 shares; 2025Q4: 1,110 shares; 2026Q1: 359 shares; 2026Q2: 329 shares 329 $52K 0.01% -30 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: 485 shares; 2024Q4: 491 shares; 2025Q1: 805 shares; 2025Q2: 492 shares; 2025Q3: 515 shares; 2025Q4: 391 shares; 2026Q1: 623 shares; 2026Q2: 244 shares 244 $50.9K 0.01% -379 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $50.9K 0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $50.8K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5 shares; 2026Q1: not reported; 2026Q2: 310 shares 310 $50.6K 0.01% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,976 shares 1,976 $50.5K 0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 34 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 220 shares; 2026Q1: 165 shares; 2026Q2: 220 shares 220 $49.9K 0.01% +55 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,153 shares; 2024Q4: 4 shares; 2025Q1: 181 shares; 2025Q2: 150 shares; 2025Q3: 694 shares; 2025Q4: 571 shares; 2026Q1: 551 shares; 2026Q2: 318 shares 318 $48.9K 0.01% -233 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 36 shares; 2025Q2: 58 shares; 2025Q3: 81 shares; 2025Q4: 24 shares; 2026Q1: 1 shares; 2026Q2: 371 shares 371 $48.8K 0.01% +370 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $48.7K 0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 1,607 shares 1,607 $48.3K 0.01% -4,591 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $48.2K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 236 shares; 2025Q1: 369 shares; 2025Q2: 268 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 378 shares; 2026Q2: 327 shares 327 $47.8K 0.01% -51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 100 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 290 shares; 2026Q1: 148 shares; 2026Q2: 236 shares 236 $47.3K 0.01% +88 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: 360 shares; 2024Q4: 386 shares; 2025Q1: 1,123 shares; 2025Q2: 514 shares; 2025Q3: 957 shares; 2025Q4: 1,464 shares; 2026Q1: 1,933 shares; 2026Q2: 345 shares 345 $47.2K 0.01% -1,588 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: 136 shares; 2024Q4: 186 shares; 2025Q1: 331 shares; 2025Q2: 239 shares; 2025Q3: 149 shares; 2025Q4: 144 shares; 2026Q1: 29 shares; 2026Q2: 455 shares 455 $46.5K 0.01% +426 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 0 shares; 2025Q3: 256 shares; 2025Q4: 11 shares; 2026Q1: 56 shares; 2026Q2: 48 shares 48 $46.3K 0.01% -8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 118 shares; 2025Q2: 91 shares; 2025Q3: 127 shares; 2025Q4: 163 shares; 2026Q1: 203 shares; 2026Q2: 87 shares 87 $45.1K 0.01% -116 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 109 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 329 shares; 2026Q1: 260 shares; 2026Q2: 144 shares 144 $45.1K 0.01% -116 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 178 shares; 2026Q2: 197 shares 197 $45.1K 0.01% +19 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares; 2026Q2: 500 shares 500 $44.9K 0.01% -1,500 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 86 shares; 2026Q1: 93 shares; 2026Q2: 89 shares 89 $43.7K 0.01% -4 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 81 shares; 2025Q2: 107 shares; 2025Q3: 45 shares; 2025Q4: 169 shares; 2026Q1: 263 shares; 2026Q2: 192 shares 192 $43.1K 0.01% -71 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $42.5K 0.01% new Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares; 2026Q2: 787 shares 787 $42.4K 0.01% -1,322 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 2 shares; 2025Q4: 392 shares; 2026Q1: 393 shares; 2026Q2: 403 shares 403 $42.2K 0.01% +10 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $41.8K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 125 shares; 2025Q1: 22 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 83 shares; 2026Q1: 136 shares; 2026Q2: 300 shares 300 $41.7K 0.01% +164 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 43 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 390 shares; 2026Q1: 393 shares; 2026Q2: 575 shares 575 $41.6K 0.01% +182 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 72 shares; 2025Q2: 91 shares; 2025Q3: 592 shares; 2025Q4: 30 shares; 2026Q1: 716 shares; 2026Q2: 262 shares 262 $41.5K 0.01% -454 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 836 shares 836 $41.5K 0.01% -1,164 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: 0 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 54 shares; 2026Q1: 55 shares; 2026Q2: 49 shares 49 $40.7K 0.01% -6 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 493 shares 493 $40.6K 0.01% +489 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,846 shares; 2025Q3: 6,864 shares; 2025Q4: 12,400 shares; 2026Q1: 14,464 shares; 2026Q2: 2,500 shares 2,500 $40.4K 0.01% -11,964 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: 0 shares; 2025Q1: 86 shares; 2025Q2: 814 shares; 2025Q3: 851 shares; 2025Q4: 1,361 shares; 2026Q1: 1,420 shares; 2026Q2: 668 shares 668 $40.3K 0.01% -752 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 425 shares 425 $40.3K 0.01% +421 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $39.5K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 379 shares 379 $39.4K 0.01% -954 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: 1 shares; 2025Q1: 25 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 222 shares; 2026Q1: 171 shares; 2026Q2: 156 shares 156 $39.2K 0.01% -15 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 147 shares; 2025Q2: 104 shares; 2025Q3: 115 shares; 2025Q4: 27 shares; 2026Q1: 126 shares; 2026Q2: 301 shares 301 $39K 0.01% +175 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $39K 0.01% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $38.7K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 242 shares; 2025Q4: 782 shares; 2026Q1: 792 shares; 2026Q2: 408 shares 408 $38.1K 0.01% -384 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 9 shares; 2025Q4: 513 shares; 2026Q1: 539 shares; 2026Q2: 542 shares 542 $38K 0.01% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 18 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 51 shares; 2026Q1: 56 shares; 2026Q2: 53 shares 53 $37.8K 0.01% -3 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 31,884 shares; 2025Q4: 32,814 shares; 2026Q1: not reported; 2026Q2: 3,888 shares 3,888 $37.7K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 131 shares; 2025Q2: 103 shares; 2025Q3: 110 shares; 2025Q4: 83 shares; 2026Q1: 111 shares; 2026Q2: 83 shares 83 $37.6K 0.01% -28 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: 26 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 60 shares; 2025Q4: 12 shares; 2026Q1: 8 shares; 2026Q2: 22 shares 22 $37.3K 0.01% +14 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 9 shares; 2025Q4: 79 shares; 2026Q1: 101 shares; 2026Q2: 81 shares 81 $37.2K 0.01% -20 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 322 shares 322 $37.1K 0.01% -30 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $36.8K 0.01% 0 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 2,500 shares 2,500 $36.4K 0.01% -5,000 Timeline FIG FIGMA INC More: the full row for FIGMA 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 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 2,000 shares 2,000 $36.2K 0.01% +2,000 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: 0 shares; 2024Q4: 4 shares; 2025Q1: 217 shares; 2025Q2: 88 shares; 2025Q3: 125 shares; 2025Q4: 116 shares; 2026Q1: 243 shares; 2026Q2: 50 shares 50 $36.1K 0.01% -193 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,015 shares; 2025Q1: 431 shares; 2025Q2: 299 shares; 2025Q3: 2,315 shares; 2025Q4: 1,140 shares; 2026Q1: 1,171 shares; 2026Q2: 1,124 shares 1,124 $35.9K 0.01% -47 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 0 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 100 shares 100 $35.7K 0.01% +1 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: 345 shares; 2024Q4: 251 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 15,615 shares; 2026Q1: 1,300 shares; 2026Q2: 140 shares 140 $35.3K 0.01% -1,160 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 103 shares; 2025Q2: 74 shares; 2025Q3: 5 shares; 2025Q4: 103 shares; 2026Q1: 282 shares; 2026Q2: 359 shares 359 $35.3K 0.01% +77 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 126 shares; 2025Q2: 2,657 shares; 2025Q3: 69 shares; 2025Q4: 141 shares; 2026Q1: 172 shares; 2026Q2: 136 shares 136 $34.7K 0.01% -36 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: 248 shares; 2024Q4: 255 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 467 shares; 2025Q4: 462 shares; 2026Q1: 422 shares; 2026Q2: 123 shares 123 $34.6K 0.01% -299 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: 28 shares; 2024Q4: 91 shares; 2025Q1: 4 shares; 2025Q2: 59 shares; 2025Q3: 987 shares; 2025Q4: 767 shares; 2026Q1: 1,396 shares; 2026Q2: 103 shares 103 $34.5K 0.01% -1,293 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 64 shares; 2025Q4: 34 shares; 2026Q1: 269 shares; 2026Q2: 130 shares 130 $33.8K 0.01% -139 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 1 shares; 2025Q3: 776 shares; 2025Q4: 473 shares; 2026Q1: 515 shares; 2026Q2: 785 shares 785 $33.8K 0.01% +270 Timeline IZRL 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: 784 shares; 2024Q4: 787 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,108 shares 1,108 $33.6K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 62 shares; 2025Q2: 48 shares; 2025Q3: 61 shares; 2025Q4: 88 shares; 2026Q1: 105 shares; 2026Q2: 124 shares 124 $33.5K 0.01% +19 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 50 shares; 2025Q2: 98 shares; 2025Q3: 345 shares; 2025Q4: 351 shares; 2026Q1: 1,050 shares; 2026Q2: 1,219 shares 1,219 $33.4K 0.01% +169 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 86 shares; 2025Q2: 65 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 360 shares 360 $33K 0.01% +203 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 861 shares; 2026Q1: 865 shares; 2026Q2: 864 shares 864 $32.9K 0.01% -1 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 3,000 shares 3,000 $32.8K 0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 2,284 shares; 2025Q4: not reported; 2026Q1: 768 shares; 2026Q2: 768 shares 768 $32.4K 0.01% 0 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: 2,870 shares; 2024Q4: 1,863 shares; 2025Q1: 937 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 1,684 shares; 2026Q1: 1,724 shares; 2026Q2: 400 shares 400 $32.3K 0.01% -1,324 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 70 shares; 2026Q1: 158 shares; 2026Q2: 97 shares 97 $32K 0.01% -61 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: 7,814 shares; 2024Q4: 1,709 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 13 shares; 2025Q4: 213 shares; 2026Q1: 163 shares; 2026Q2: 120 shares 120 $32K 0.01% -43 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 15,000 shares 15,000 $31.9K 0.01% +11,000 Timeline ARKG 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: 906 shares; 2024Q4: 906 shares; 2025Q1: 1,019 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $31.9K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 26 shares; 2026Q2: 105 shares 105 $31.9K 0.01% +79 Timeline BTDR BITDEER TECHNOLOGIES GROUP More: the full row for BITDEER TECHNOLOGIES GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $31.7K 0.01% 0 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: 726 shares; 2024Q4: 665 shares; 2025Q1: 1,423 shares; 2025Q2: 904 shares; 2025Q3: 762 shares; 2025Q4: 1,062 shares; 2026Q1: 1,380 shares; 2026Q2: 390 shares 390 $31.7K 0.01% -990 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 842 shares; 2025Q2: 801 shares; 2025Q3: 954 shares; 2025Q4: 1,437 shares; 2026Q1: 2,997 shares; 2026Q2: 921 shares 921 $31.3K 0.01% -2,076 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 63 shares; 2025Q1: 104 shares; 2025Q2: 64 shares; 2025Q3: 97 shares; 2025Q4: 92 shares; 2026Q1: 131 shares; 2026Q2: 70 shares 70 $31.2K 0.01% -61 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: 66 shares; 2024Q4: 68 shares; 2025Q1: 3 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 486 shares; 2026Q1: 360 shares; 2026Q2: 359 shares 359 $31K 0.01% -1 Timeline SAP SAP SE More: the full row for SAP 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: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $30.8K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 38 shares; 2025Q2: 50 shares; 2025Q3: 91 shares; 2025Q4: 348 shares; 2026Q1: 102 shares; 2026Q2: 1,067 shares 1,067 $30.1K 0.01% +965 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 2 shares; 2025Q1: 63 shares; 2025Q2: 62 shares; 2025Q3: 67 shares; 2025Q4: 87 shares; 2026Q1: 188 shares; 2026Q2: 115 shares 115 $30K 0.01% -73 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: 142 shares; 2024Q4: 115 shares; 2025Q1: 176 shares; 2025Q2: 277 shares; 2025Q3: 596 shares; 2025Q4: 395 shares; 2026Q1: 822 shares; 2026Q2: 39 shares 39 $29.8K 0.01% -783 Timeline SCHC 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: 609 shares; 2026Q1: 610 shares; 2026Q2: 611 shares 611 $29.4K 0.01% +1 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: not reported; 2024Q4: 0 shares; 2025Q1: 33 shares; 2025Q2: 17 shares; 2025Q3: 63 shares; 2025Q4: 227 shares; 2026Q1: 270 shares; 2026Q2: 229 shares 229 $28.9K 0.01% -41 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 234 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $28.9K 0.01% 0 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: 131 shares; 2025Q1: 136 shares; 2025Q2: 130 shares; 2025Q3: 133 shares; 2025Q4: 162 shares; 2026Q1: 152 shares; 2026Q2: 30 shares 30 $28.8K 0.01% -122 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 51 shares; 2025Q2: 122 shares; 2025Q3: 16 shares; 2025Q4: 6 shares; 2026Q1: 46 shares; 2026Q2: 58 shares 58 $28.8K 0.01% +12 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 9,826 shares; 2025Q3: 8,184 shares; 2025Q4: 4,440 shares; 2026Q1: 1,958 shares; 2026Q2: 311 shares 311 $28.8K 0.01% -1,647 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 0 shares; 2025Q4: 156 shares; 2026Q1: 113 shares; 2026Q2: 253 shares 253 $28.7K 0.01% +140 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 206 shares; 2025Q1: 51 shares; 2025Q2: 196 shares; 2025Q3: 223 shares; 2025Q4: 695 shares; 2026Q1: 519 shares; 2026Q2: 822 shares 822 $28.6K 0.01% +303 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: 1 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 27 shares; 2026Q1: 69 shares; 2026Q2: 51 shares 51 $28.6K 0.01% -18 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: 739 shares; 2024Q4: 744 shares; 2025Q1: 639 shares; 2025Q2: 643 shares; 2025Q3: 646 shares; 2025Q4: 651 shares; 2026Q1: 654 shares; 2026Q2: 388 shares 388 $28.5K 0.01% -266 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 726 shares 726 $28.3K 0.01% +724 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 1,582 shares; 2026Q2: 1,213 shares 1,213 $28.1K 0.01% -369 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 51 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 302 shares; 2026Q1: 305 shares; 2026Q2: 304 shares 304 $27.9K 0.01% -1 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 150 shares; 2026Q2: 131 shares 131 $27.9K 0.01% -19 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 9 shares; 2025Q3: 0 shares; 2025Q4: 40 shares; 2026Q1: 43 shares; 2026Q2: 121 shares 121 $27.8K 0.01% +78 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76 shares; 2025Q1: 38 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 74 shares; 2026Q1: 2 shares; 2026Q2: 387 shares 387 $27.8K 0.01% +385 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $27.6K 0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 1,420 shares; 2026Q2: 1,622 shares 1,622 $27.5K 0.01% +202 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 13 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 131 shares; 2026Q1: 80 shares; 2026Q2: 155 shares 155 $27.5K 0.01% +75 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 356 shares; 2025Q2: 358 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 364 shares; 2026Q2: 366 shares 366 $27.4K 0.01% +2 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: 0 shares; 2025Q2: 1 shares; 2025Q3: 21 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $27.3K 0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL 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: 270 shares; 2026Q2: 270 shares 270 $27.2K 0.01% 0 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: 1 shares; 2025Q1: 42 shares; 2025Q2: 52 shares; 2025Q3: 65 shares; 2025Q4: 41 shares; 2026Q1: 56 shares; 2026Q2: 90 shares 90 $27.2K 0.01% +34 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 0 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 247 shares; 2026Q1: 183 shares; 2026Q2: 154 shares 154 $27.1K 0.01% -29 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 128 shares; 2025Q2: 123 shares; 2025Q3: 137 shares; 2025Q4: 123 shares; 2026Q1: 136 shares; 2026Q2: 742 shares 742 $27K 0.01% +606 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $26.8K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 15 shares; 2025Q2: 12 shares; 2025Q3: 71 shares; 2025Q4: 165 shares; 2026Q1: 95 shares; 2026Q2: 246 shares 246 $26.6K 0.01% +151 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: not reported; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $26.4K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 71 shares; 2025Q2: 76 shares; 2025Q3: 101 shares; 2025Q4: 135 shares; 2026Q1: 108 shares; 2026Q2: 105 shares 105 $26.2K 0.01% -3 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: 112 shares; 2024Q4: 94 shares; 2025Q1: 185 shares; 2025Q2: 174 shares; 2025Q3: 158 shares; 2025Q4: 313 shares; 2026Q1: 292 shares; 2026Q2: 127 shares 127 $26K 0.01% -165 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $26K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 6 shares; 2025Q1: 379 shares; 2025Q2: 357 shares; 2025Q3: 406 shares; 2025Q4: 1,168 shares; 2026Q1: 859 shares; 2026Q2: 605 shares 605 $25.8K <0.01% -254 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 736 shares; 2026Q1: 565 shares; 2026Q2: 471 shares 471 $25.6K <0.01% -94 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 834 shares; 2026Q1: 835 shares; 2026Q2: 129 shares 129 $25.4K <0.01% -706 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 56 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 315 shares; 2026Q1: 164 shares; 2026Q2: 300 shares 300 $25.4K <0.01% +136 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 82 shares; 2025Q4: 327 shares; 2026Q1: 268 shares; 2026Q2: 255 shares 255 $25.3K <0.01% -13 Timeline ITEQ 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: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $25.3K <0.01% 0 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: not reported; 2024Q4: 10 shares; 2025Q1: 322 shares; 2025Q2: 337 shares; 2025Q3: 430 shares; 2025Q4: 324 shares; 2026Q1: 176 shares; 2026Q2: 100 shares 100 $25.2K <0.01% -76 Timeline ARKQ 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $25.1K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 76 shares; 2026Q1: 111 shares; 2026Q2: 130 shares 130 $25.1K <0.01% +19 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 29 shares; 2025Q2: 19 shares; 2025Q3: 32 shares; 2025Q4: 208 shares; 2026Q1: 244 shares; 2026Q2: 221 shares 221 $25K <0.01% -23 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 3 shares; 2026Q2: 1,115 shares 1,115 $24.9K <0.01% +1,112 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: 214 shares; 2024Q4: 220 shares; 2025Q1: 398 shares; 2025Q2: 124 shares; 2025Q3: 160 shares; 2025Q4: 114 shares; 2026Q1: 255 shares; 2026Q2: 83 shares 83 $24.7K <0.01% -172 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 82 shares; 2025Q2: 45 shares; 2025Q3: 20 shares; 2025Q4: 134 shares; 2026Q1: 160 shares; 2026Q2: 116 shares 116 $24.7K <0.01% -44 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 17 shares; 2025Q3: 1 shares; 2025Q4: 199 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $24.7K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $24.6K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 103 shares; 2026Q1: 113 shares; 2026Q2: 109 shares 109 $24.4K <0.01% -4 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: 1,275 shares; 2024Q4: 700 shares; 2025Q1: 980 shares; 2025Q2: 761 shares; 2025Q3: 774 shares; 2025Q4: 580 shares; 2026Q1: 676 shares; 2026Q2: 591 shares 591 $24.4K <0.01% -85 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 485 shares; 2026Q2: 486 shares 486 $24.3K <0.01% +1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 7,424 shares; 2025Q1: 6,974 shares; 2025Q2: 6,974 shares; 2025Q3: 6,974 shares; 2025Q4: 6,974 shares; 2026Q1: 6,974 shares; 2026Q2: 762 shares 762 $24.2K <0.01% -6,212 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 44 shares; 2025Q1: 48 shares; 2025Q2: 52 shares; 2025Q3: 59 shares; 2025Q4: 109 shares; 2026Q1: 51 shares; 2026Q2: 52 shares 52 $23.9K <0.01% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 60 shares; 2026Q1: 51 shares; 2026Q2: 44 shares 44 $23.8K <0.01% -7 Timeline FNDC 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: 487 shares; 2026Q1: 487 shares; 2026Q2: 490 shares 490 $23.8K <0.01% +3 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: 919 shares; 2024Q4: 646 shares; 2025Q1: 1,068 shares; 2025Q2: 732 shares; 2025Q3: 718 shares; 2025Q4: 1,144 shares; 2026Q1: 1,031 shares; 2026Q2: 162 shares 162 $23.8K <0.01% -869 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 260 shares; 2026Q1: 146 shares; 2026Q2: 466 shares 466 $23.7K <0.01% +320 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: 25 shares; 2024Q4: 27 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 52 shares; 2025Q4: 206 shares; 2026Q1: 233 shares; 2026Q2: 93 shares 93 $23.7K <0.01% -140 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: 807 shares 807 $23.4K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 89 shares; 2026Q2: 88 shares 88 $23.4K <0.01% -1 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 100 shares; 2025Q3: 64 shares; 2025Q4: 116 shares; 2026Q1: 118 shares; 2026Q2: 138 shares 138 $23.3K <0.01% +20 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 6 shares; 2025Q3: 107 shares; 2025Q4: 174 shares; 2026Q1: 60 shares; 2026Q2: 127 shares 127 $23.2K <0.01% +67 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: 1 shares; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: 322 shares; 2025Q4: 42 shares; 2026Q1: 381 shares; 2026Q2: 94 shares 94 $23.1K <0.01% -287 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 60 shares; 2026Q2: 144 shares 144 $22.9K <0.01% +84 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 202 shares; 2025Q1: 485 shares; 2025Q2: 538 shares; 2025Q3: 445 shares; 2025Q4: 750 shares; 2026Q1: 493 shares; 2026Q2: 469 shares 469 $22.8K <0.01% -24 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: 75 shares; 2024Q4: 47 shares; 2025Q1: 151 shares; 2025Q2: 20 shares; 2025Q3: 28 shares; 2025Q4: 236 shares; 2026Q1: 120 shares; 2026Q2: 140 shares 140 $22.7K <0.01% +20 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $22.5K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 9 shares; 2025Q3: 6 shares; 2025Q4: 67 shares; 2026Q1: 121 shares; 2026Q2: 428 shares 428 $22.5K <0.01% +307 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 11 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 18 shares; 2026Q1: 96 shares; 2026Q2: 164 shares 164 $22.5K <0.01% +68 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 2 shares; 2025Q4: 420 shares; 2026Q1: 538 shares; 2026Q2: 424 shares 424 $22.4K <0.01% -114 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: 1,193 shares; 2024Q4: 1,201 shares; 2025Q1: 1,504 shares; 2025Q2: 1,509 shares; 2025Q3: 1,544 shares; 2025Q4: 1,428 shares; 2026Q1: 1,162 shares; 2026Q2: 312 shares 312 $22.4K <0.01% -850 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 535 shares; 2025Q2: 287 shares; 2025Q3: 667 shares; 2025Q4: 987 shares; 2026Q1: 983 shares; 2026Q2: 164 shares 164 $22.2K <0.01% -819 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 99 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 276 shares 276 $22.2K <0.01% +102 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 35 shares; 2025Q2: 7 shares; 2025Q3: 10 shares; 2025Q4: 211 shares; 2026Q1: 215 shares; 2026Q2: 205 shares 205 $22.1K <0.01% -10 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 28 shares; 2025Q2: 17 shares; 2025Q3: 5 shares; 2025Q4: 63 shares; 2026Q1: 92 shares; 2026Q2: 155 shares 155 $22K <0.01% +63 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: 0 shares; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 174 shares; 2025Q3: 167 shares; 2025Q4: 408 shares; 2026Q1: 832 shares; 2026Q2: 204 shares 204 $21.9K <0.01% -628 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 135 shares; 2025Q1: 9 shares; 2025Q2: 17 shares; 2025Q3: 20 shares; 2025Q4: 138 shares; 2026Q1: 98 shares; 2026Q2: 113 shares 113 $21.8K <0.01% +15 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 169 shares 169 $21.7K <0.01% new 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: 89 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 384 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $21.5K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 151 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 135 shares; 2026Q1: 206 shares; 2026Q2: 148 shares 148 $21.4K <0.01% -58 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $21.2K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 76 shares; 2026Q2: 95 shares 95 $21.2K <0.01% +19 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 205 shares; 2025Q2: 158 shares; 2025Q3: 202 shares; 2025Q4: 226 shares; 2026Q1: 161 shares; 2026Q2: 59 shares 59 $20.8K <0.01% -102 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: 2 shares; 2025Q1: 10 shares; 2025Q2: 234 shares; 2025Q3: 1,024 shares; 2025Q4: 130 shares; 2026Q1: 146 shares; 2026Q2: 87 shares 87 $20.8K <0.01% -59 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 48 shares 48 $20.4K <0.01% +2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 351 shares; 2025Q2: 275 shares; 2025Q3: 407 shares; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 820 shares 820 $20.1K <0.01% +21 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $20.1K <0.01% 0 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $20K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 70 shares; 2025Q2: 7 shares; 2025Q3: 23 shares; 2025Q4: 4 shares; 2026Q1: 81 shares; 2026Q2: 169 shares 169 $19.9K <0.01% +88 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 51 shares; 2025Q4: 14 shares; 2026Q1: 94 shares; 2026Q2: 92 shares 92 $19.9K <0.01% -2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 53 shares; 2025Q2: 67 shares; 2025Q3: 152 shares; 2025Q4: 258 shares; 2026Q1: 252 shares; 2026Q2: 160 shares 160 $19.9K <0.01% -92 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 222 shares; 2026Q2: 185 shares 185 $19.9K <0.01% -37 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 16 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares; 2025Q4: 2,163 shares; 2026Q1: 2,251 shares; 2026Q2: 852 shares 852 $19.6K <0.01% -1,399 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: not reported; 2024Q4: 3 shares; 2025Q1: 17 shares; 2025Q2: 48 shares; 2025Q3: 20 shares; 2025Q4: 1,842 shares; 2026Q1: 366 shares; 2026Q2: 150 shares 150 $19.6K <0.01% -216 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 670 shares; 2026Q2: 637 shares 637 $19.6K <0.01% -33 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 6,219 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 5,616 shares; 2026Q2: 5,616 shares 5,616 $19.5K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $19.3K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 104 shares; 2025Q2: 44 shares; 2025Q3: 33 shares; 2025Q4: 261 shares; 2026Q1: 89 shares; 2026Q2: 268 shares 268 $19.2K <0.01% +179 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: 25 shares; 2026Q1: 25 shares; 2026Q2: 31 shares 31 $19.1K <0.01% +6 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 211 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $18.9K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 19 shares; 2025Q4: 4 shares; 2026Q1: 41 shares; 2026Q2: 22 shares 22 $18.9K <0.01% -19 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 48 shares; 2026Q1: 210 shares; 2026Q2: 423 shares 423 $18.8K <0.01% +213 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 29 shares 29 $18.7K <0.01% -2 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 66 shares; 2025Q2: 40 shares; 2025Q3: 20 shares; 2025Q4: 215 shares; 2026Q1: 180 shares; 2026Q2: 277 shares 277 $18.7K <0.01% +97 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 80 shares; 2025Q1: 78 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 639 shares; 2026Q1: 282 shares; 2026Q2: 340 shares 340 $18.5K <0.01% +58 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 552 shares; 2026Q1: 591 shares; 2026Q2: 321 shares 321 $18.4K <0.01% -270 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 41 shares; 2025Q1: 20 shares; 2025Q2: 0 shares; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 29 shares; 2026Q2: 202 shares 202 $18.3K <0.01% +173 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 623 shares 623 $18.2K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 100 shares; 2025Q1: 688 shares; 2025Q2: 132 shares; 2025Q3: 202 shares; 2025Q4: 368 shares; 2026Q1: 1,038 shares; 2026Q2: 676 shares 676 $18K <0.01% -362 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $18K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 118 shares 118 $18K <0.01% +109 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 3 shares; 2025Q4: 95 shares; 2026Q1: 98 shares; 2026Q2: 103 shares 103 $17.9K <0.01% +5 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 154 shares 154 $17.9K <0.01% -33 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 200 shares; 2025Q2: 12 shares; 2025Q3: 27 shares; 2025Q4: 71 shares; 2026Q1: 169 shares; 2026Q2: 112 shares 112 $17.8K <0.01% -57 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 1 shares; 2025Q4: 117 shares; 2026Q1: 61 shares; 2026Q2: 137 shares 137 $17.8K <0.01% +76 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 198 shares; 2025Q4: 594 shares; 2026Q1: 405 shares; 2026Q2: 411 shares 411 $17.5K <0.01% +6 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 170 shares; 2026Q2: 144 shares 144 $17.5K <0.01% -26 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 9 shares; 2026Q1: 26 shares; 2026Q2: 52 shares 52 $17.3K <0.01% +26 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 75 shares; 2025Q1: 150 shares; 2025Q2: 120 shares; 2025Q3: 92 shares; 2025Q4: 9 shares; 2026Q1: 145 shares; 2026Q2: 96 shares 96 $17.3K <0.01% -49 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 2 shares; 2025Q3: 41 shares; 2025Q4: 241 shares; 2026Q1: 124 shares; 2026Q2: 105 shares 105 $17.1K <0.01% -19 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $17K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 176 shares; 2025Q1: 51 shares; 2025Q2: 24 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $16.9K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 172 shares; 2026Q1: 183 shares; 2026Q2: 100 shares 100 $16.9K <0.01% -83 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 2,077 shares; 2026Q1: 2,250 shares; 2026Q2: 2,740 shares 2,740 $16.8K <0.01% +490 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 201 shares; 2025Q2: 167 shares; 2025Q3: 176 shares; 2025Q4: 587 shares; 2026Q1: 870 shares; 2026Q2: 708 shares 708 $16.8K <0.01% -162 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 33 shares; 2025Q2: 0 shares; 2025Q3: 5 shares; 2025Q4: 3 shares; 2026Q1: 217 shares; 2026Q2: 219 shares 219 $16.7K <0.01% +2 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 0 shares; 2025Q2: 321 shares; 2025Q3: 327 shares; 2025Q4: 764 shares; 2026Q1: 942 shares; 2026Q2: 624 shares 624 $16.5K <0.01% -318 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 21 shares; 2025Q2: 0 shares; 2025Q3: 8 shares; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 167 shares 167 $16.2K <0.01% +23 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 307 shares 307 $16.2K <0.01% -34 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 105 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 362 shares 362 $16.1K <0.01% +1 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 114 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,331 shares; 2026Q1: 1,337 shares; 2026Q2: 1,418 shares 1,418 $15.9K <0.01% +81 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $15.8K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 29 shares; 2025Q2: 22 shares; 2025Q3: 21 shares; 2025Q4: 110 shares; 2026Q1: 10 shares; 2026Q2: 75 shares 75 $15.8K <0.01% +65 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,253 shares; 2025Q2: 1,068 shares; 2025Q3: 1,111 shares; 2025Q4: 1,032 shares; 2026Q1: 1,392 shares; 2026Q2: 215 shares 215 $15.8K <0.01% -1,177 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 324 shares; 2026Q2: 286 shares 286 $15.7K <0.01% -38 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 352 shares; 2026Q1: 633 shares; 2026Q2: 732 shares 732 $15.6K <0.01% +99 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 7 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 201 shares; 2026Q1: 21 shares; 2026Q2: 184 shares 184 $15.6K <0.01% +163 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 124 shares; 2025Q4: 160 shares; 2026Q1: 165 shares; 2026Q2: 141 shares 141 $15.6K <0.01% -24 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: 229 shares; 2024Q4: 237 shares; 2025Q1: 562 shares; 2025Q2: 257 shares; 2025Q3: 1,002 shares; 2025Q4: 1,140 shares; 2026Q1: 223 shares; 2026Q2: 81 shares 81 $15.4K <0.01% -142 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 13 shares; 2025Q2: 46 shares; 2025Q3: 51 shares; 2025Q4: 17 shares; 2026Q1: 96 shares; 2026Q2: 245 shares 245 $15.3K <0.01% +149 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: 387 shares; 2024Q4: 381 shares; 2025Q1: 490 shares; 2025Q2: 323 shares; 2025Q3: 342 shares; 2025Q4: 698 shares; 2026Q1: 637 shares; 2026Q2: 354 shares 354 $15.3K <0.01% -283 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 47 shares; 2025Q2: 0 shares; 2025Q3: 13 shares; 2025Q4: 211 shares; 2026Q1: 3 shares; 2026Q2: 172 shares 172 $15.3K <0.01% +169 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 52 shares; 2026Q1: 194 shares; 2026Q2: 352 shares 352 $15.2K <0.01% +158 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares; 2026Q2: 5,001 shares 5,001 $15.2K <0.01% 0 Timeline