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; 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; 2026Q3: 158,577 shares 158,577 $121M 22.38% +2,473 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; 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; 2026Q3: 88,910 shares 88,910 $65.8M 12.17% +1,496 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; 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; 2026Q3: 229,218 shares 229,218 $47.7M 8.82% -4,184 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 85,566 shares 85,566 $28.5M 5.27% +1,020 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; 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; 2026Q3: 22,644 shares 22,644 $24.1M 4.46% +71 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 85,603 shares 85,603 $19.6M 3.62% +2,133 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; 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; 2026Q3: 182,992 shares 182,992 $16.5M 3.05% +17,808 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; 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; 2026Q3: 52,090 shares 52,090 $13M 2.4% +4 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; 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; 2026Q3: 17,349 shares 17,349 $12.6M 2.33% -239 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,629 shares 34,629 $11.9M 2.2% +264 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,576 shares 13,576 $10.4M 1.92% -14 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; 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; 2026Q3: 155,172 shares 155,172 $10.2M 1.89% +11,220 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 83,870 shares 83,870 $9.77M 1.81% +935 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,640 shares; 2026Q3: 54,761 shares 54,761 $8.26M 1.53% +53,121 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,644 shares 12,644 $6.48M 1.2% +610 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; 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; 2026Q3: 59,999 shares 59,999 $6.34M 1.17% -29,653 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,294 shares; 2026Q3: 101,716 shares 101,716 $6.14M 1.14% +3,422 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,676 shares 14,676 $5M 0.93% +247 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; 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; 2026Q3: 51,615 shares 51,615 $4.85M 0.9% -3,735 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; 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; 2026Q3: 8,363 shares 8,363 $4.5M 0.83% +17 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; 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; 2026Q3: 5,852 shares 5,852 $4.1M 0.76% +2,059 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,027 shares 11,027 $3.91M 0.72% +218 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 284 shares; 2026Q2: 131 shares; 2026Q3: 1,988 shares 1,988 $3.46M 0.64% +1,857 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; 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; 2026Q3: 6,607 shares 6,607 $3.29M 0.61% +254 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; 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; 2026Q3: 49,044 shares 49,044 $3.27M 0.6% -1,336 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; 2024Q4: 114 shares; 2025Q1: 230 shares; 2025Q2: 192 shares; 2025Q3: 493 shares; 2025Q4: 596 shares; 2026Q1: 2,639 shares; 2026Q2: 2,573 shares; 2026Q3: 2,647 shares 2,647 $3.06M 0.57% +74 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; 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; 2026Q3: 45,607 shares 45,607 $2.44M 0.45% +9,045 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; 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; 2026Q3: 50,930 shares 50,930 $2.41M 0.45% -2,225 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; 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; 2026Q3: 13,392 shares 13,392 $2.26M 0.42% +75 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,596 shares 3,596 $2.05M 0.38% +235 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,591 shares 77,591 $1.9M 0.35% -13,066 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,396 shares; 2026Q1: 246,966 shares; 2026Q2: 149,137 shares; 2026Q3: 149,137 shares 149,137 $1.87M 0.35% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,900 shares 29,900 $1.84M 0.34% +7,323 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; 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; 2026Q3: 33,318 shares 33,318 $1.67M 0.31% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,790 shares 31,790 $1.6M 0.3% +5,762 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; 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; 2026Q3: 84,473 shares 84,473 $1.55M 0.29% +52,230 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 66 shares; 2025Q2: 69 shares; 2025Q3: 73 shares; 2025Q4: 92 shares; 2026Q1: 6,812 shares; 2026Q2: 6,347 shares; 2026Q3: 6,263 shares 6,263 $1.39M 0.26% -84 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; 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; 2026Q3: 6,266 shares 6,266 $1.23M 0.23% -1,045 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; 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; 2026Q3: 3,184 shares 3,184 $1.21M 0.22% -1,043 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; 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; 2026Q3: 10,482 shares 10,482 $1.2M 0.22% +1,794 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; 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; 2026Q3: 4,557 shares 4,557 $1.17M 0.22% +1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,292 shares 7,292 $1.16M 0.21% -63 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; 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; 2026Q3: 6,520 shares 6,520 $1.09M 0.2% +369 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; 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; 2026Q3: 20,386 shares 20,386 $1.06M 0.2% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,940 shares 7,940 $995K 0.18% +132 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; 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; 2026Q3: 2,888 shares 2,888 $955K 0.18% +156 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; 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; 2026Q3: 68,455 shares 68,455 $933K 0.17% -20,488 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; 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; 2026Q3: 2,410 shares 2,410 $884K 0.16% +3 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; 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; 2026Q3: 10,072 shares 10,072 $868K 0.16% -1,586 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; 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; 2026Q3: 1,403 shares 1,403 $858K 0.16% +68 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; 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; 2026Q3: 11,596 shares 11,596 $831K 0.15% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,281 shares 2,281 $801K 0.15% +172 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,473 shares 2,473 $785K 0.15% -32 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,409 shares 7,409 $718K 0.13% +6,687 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,290 shares 16,290 $717K 0.13% +4,562 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8,430 shares; 2026Q1: 8,505 shares; 2026Q2: 8,579 shares; 2026Q3: 7,058 shares 7,058 $707K 0.13% -1,521 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; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,053 shares; 2026Q2: 5,122 shares; 2026Q3: 8,118 shares 8,118 $688K 0.13% +2,996 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,975 shares; 2026Q1: 21,975 shares; 2026Q2: 26,360 shares; 2026Q3: 43,025 shares 43,025 $681K 0.13% +16,665 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; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 332 shares; 2025Q3: 363 shares; 2025Q4: 443 shares; 2026Q1: 27,799 shares; 2026Q2: 9,451 shares; 2026Q3: 9,346 shares 9,346 $679K 0.13% -105 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; 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; 2026Q3: 9,838 shares 9,838 $674K 0.12% +512 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,078 shares; 2026Q3: 7,078 shares 7,078 $614K 0.11% 0 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; 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; 2026Q3: 11,163 shares 11,163 $608K 0.11% 0 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; 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; 2026Q3: 1,183 shares 1,183 $602K 0.11% +58 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,494 shares 7,494 $579K 0.11% -6,696 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 40 shares; 2025Q4: 2,040 shares; 2026Q1: 3,076 shares; 2026Q2: 4,004 shares; 2026Q3: 6,093 shares 6,093 $531K 0.1% +2,089 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; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 2,626 shares; 2025Q4: 684 shares; 2026Q1: 757 shares; 2026Q2: 2,722 shares; 2026Q3: 4,162 shares 4,162 $523K 0.1% +1,440 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,296 shares 5,296 $516K 0.1% -635 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; 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; 2026Q3: 21,765 shares 21,765 $516K 0.1% -7,721 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares; 2026Q1: 7,495 shares; 2026Q2: 10,966 shares; 2026Q3: 12,391 shares 12,391 $507K 0.09% +1,425 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,303 shares 5,303 $482K 0.09% -869 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; 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; 2026Q3: 61,096 shares 61,096 $479K 0.09% -13,734 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: not reported; 2026Q3: 5,388 shares 5,388 $461K 0.09% new 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; 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; 2026Q3: 192,600 shares 192,600 $456K 0.08% +17,350 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; 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; 2026Q3: 2,425 shares 2,425 $452K 0.08% -202 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares; 2026Q2: 6,944 shares; 2026Q3: 7,112 shares 7,112 $427K 0.08% +168 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; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 986 shares; 2026Q2: 1,257 shares; 2026Q3: 4,406 shares 4,406 $409K 0.08% +3,149 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; 2024Q4: 2 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 531 shares; 2026Q1: 325 shares; 2026Q2: 397 shares; 2026Q3: 421 shares 421 $400K 0.07% +24 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; 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; 2026Q3: 15,035 shares 15,035 $399K 0.07% +1,450 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; 2024Q4: 1,127 shares; 2025Q1: 1,168 shares; 2025Q2: 588 shares; 2025Q3: 603 shares; 2025Q4: 766 shares; 2026Q1: 739 shares; 2026Q2: 4,270 shares; 2026Q3: 4,273 shares 4,273 $385K 0.07% +3 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; 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; 2026Q3: 967 shares 967 $384K 0.07% -68 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; 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; 2026Q3: 2,030 shares 2,030 $380K 0.07% -23 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 2,200 shares; 2025Q4: 3,769 shares; 2026Q1: 3,769 shares; 2026Q2: 738 shares; 2026Q3: 1,569 shares 1,569 $358K 0.07% +831 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 6,000 shares; 2026Q2: 13,000 shares; 2026Q3: 14,455 shares 14,455 $352K 0.07% +1,455 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; 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; 2026Q3: 19,974 shares 19,974 $352K 0.07% -3,022 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,392 shares; 2026Q3: 9,392 shares 9,392 $324K 0.06% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 0 shares; 2026Q2: 526 shares; 2026Q3: 1,655 shares 1,655 $322K 0.06% +1,129 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,713 shares; 2026Q1: 5,100 shares; 2026Q2: 4,600 shares; 2026Q3: 3,100 shares 3,100 $312K 0.06% -1,500 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,582 shares 2,582 $310K 0.06% +254 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; 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; 2026Q3: 5,225 shares 5,225 $310K 0.06% -123 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; 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; 2026Q3: 25,057 shares 25,057 $302K 0.06% -2,000 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; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 495 shares; 2025Q3: 1,380 shares; 2025Q4: 2,363 shares; 2026Q1: 2,454 shares; 2026Q2: 622 shares; 2026Q3: 658 shares 658 $300K 0.06% +36 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; 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; 2026Q3: 4,563 shares 4,563 $298K 0.06% 0 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,241 shares; 2026Q3: 4,241 shares 4,241 $298K 0.06% 0 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,937 shares; 2026Q2: 10,712 shares; 2026Q3: 9,982 shares 9,982 $294K 0.05% -730 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,129 shares 2,129 $292K 0.05% +1,286 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,048 shares 1,048 $291K 0.05% -93 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,797 shares 2,797 $291K 0.05% -203 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; 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; 2026Q3: 1,412 shares 1,412 $287K 0.05% +67 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 229 shares; 2026Q2: 3,529 shares; 2026Q3: 3,465 shares 3,465 $281K 0.05% -64 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275 shares; 2025Q1: 727 shares; 2025Q2: 382 shares; 2025Q3: 1,354 shares; 2025Q4: 791 shares; 2026Q1: 824 shares; 2026Q2: 1,795 shares; 2026Q3: 1,200 shares 1,200 $275K 0.05% -595 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; 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; 2026Q3: 27,503 shares 27,503 $270K 0.05% -1,234 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; 2024Q4: 222 shares; 2025Q1: 182 shares; 2025Q2: 175 shares; 2025Q3: 664 shares; 2025Q4: 709 shares; 2026Q1: 551 shares; 2026Q2: 301 shares; 2026Q3: 298 shares 298 $268K 0.05% -3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,304 shares 9,304 $265K 0.05% +427 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,167 shares 1,167 $259K 0.05% -111 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; 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; 2026Q3: 4,601 shares 4,601 $259K 0.05% -2,618 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 935 shares; 2025Q3: 939 shares; 2025Q4: 1,775 shares; 2026Q1: 722 shares; 2026Q2: 4,716 shares; 2026Q3: 2,522 shares 2,522 $258K 0.05% -2,194 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; 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; 2026Q3: 5,400 shares 5,400 $256K 0.05% -600 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 347 shares; 2025Q1: 447 shares; 2025Q2: 435 shares; 2025Q3: 529 shares; 2025Q4: 5,920 shares; 2026Q1: 6,508 shares; 2026Q2: 3,558 shares; 2026Q3: 3,659 shares 3,659 $255K 0.05% +101 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; 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; 2026Q3: 2,352 shares 2,352 $253K 0.05% -587 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; 2024Q4: 542 shares; 2025Q1: 318 shares; 2025Q2: 654 shares; 2025Q3: 478 shares; 2025Q4: 983 shares; 2026Q1: 557 shares; 2026Q2: 399 shares; 2026Q3: 399 shares 399 $243K 0.05% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 617 shares; 2025Q3: 621 shares; 2025Q4: 626 shares; 2026Q1: 629 shares; 2026Q2: 9,473 shares; 2026Q3: 2,566 shares 2,566 $243K 0.04% -6,907 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,987 shares; 2026Q3: 22,569 shares 22,569 $237K 0.04% +9,582 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; 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; 2026Q3: 7,972 shares 7,972 $236K 0.04% +86 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; 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; 2026Q3: 3,028 shares 3,028 $234K 0.04% +34 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; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares; 2026Q3: 602 shares 602 $230K 0.04% 0 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; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 369 shares; 2025Q4: 354 shares; 2026Q1: 606 shares; 2026Q2: 611 shares; 2026Q3: 611 shares 611 $229K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 26 shares; 2025Q2: 619 shares; 2025Q3: 228 shares; 2025Q4: 2,515 shares; 2026Q1: 2,529 shares; 2026Q2: 2,720 shares; 2026Q3: 2,722 shares 2,722 $227K 0.04% +2 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 8,649 shares; 2026Q1: 8,649 shares; 2026Q2: not reported; 2026Q3: 3,065 shares 3,065 $226K 0.04% new 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; 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; 2026Q3: 23,924 shares 23,924 $220K 0.04% -33,764 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 597 shares; 2025Q4: 1,796 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares; 2026Q3: 929 shares 929 $219K 0.04% -91 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; 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; 2026Q3: 21,752 shares 21,752 $218K 0.04% -4,659 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: not reported; 2026Q3: 1,492 shares 1,492 $212K 0.04% new 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; 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; 2026Q3: 5,524 shares 5,524 $210K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares; 2026Q2: 5,700 shares; 2026Q3: 7,729 shares 7,729 $206K 0.04% +2,029 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; 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; 2026Q3: 10,649 shares 10,649 $203K 0.04% -5,668 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; 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; 2026Q3: 8,475 shares 8,475 $203K 0.04% 0 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; 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; 2026Q3: 1,932 shares 1,932 $203K 0.04% +263 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; 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; 2026Q3: 4,997 shares 4,997 $197K 0.04% +1,029 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; 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; 2026Q3: 15,320 shares 15,320 $197K 0.04% -21,979 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; 2024Q4: 161 shares; 2025Q1: 338 shares; 2025Q2: 350 shares; 2025Q3: 607 shares; 2025Q4: 482 shares; 2026Q1: 488 shares; 2026Q2: 314 shares; 2026Q3: 214 shares 214 $195K 0.04% -100 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; 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; 2026Q3: 5,144 shares 5,144 $192K 0.04% -10,758 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; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 795 shares; 2026Q2: 959 shares; 2026Q3: 942 shares 942 $191K 0.04% -17 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 769 shares 769 $191K 0.04% +222 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; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 140 shares; 2025Q3: 142 shares; 2025Q4: 218 shares; 2026Q1: 129 shares; 2026Q2: 1,009 shares; 2026Q3: 859 shares 859 $186K 0.03% -150 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; 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; 2026Q3: 20,184 shares 20,184 $183K 0.03% -1 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; 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; 2026Q3: 5,000 shares 5,000 $181K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 687 shares; 2025Q2: 599 shares; 2025Q3: 575 shares; 2025Q4: 485 shares; 2026Q1: 357 shares; 2026Q2: 300 shares; 2026Q3: 485 shares 485 $174K 0.03% +185 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; 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; 2026Q3: 12,220 shares 12,220 $169K 0.03% +18 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,229 shares 1,229 $159K 0.03% +20 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 21,800 shares; 2026Q2: 23,600 shares; 2026Q3: 21,100 shares 21,100 $155K 0.03% -2,500 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 321 shares; 2025Q1: 340 shares; 2025Q2: 335 shares; 2025Q3: 342 shares; 2025Q4: 494 shares; 2026Q1: 371 shares; 2026Q2: 266 shares; 2026Q3: 279 shares 279 $154K 0.03% +13 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares; 2026Q2: not reported; 2026Q3: 1,037 shares 1,037 $154K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares; 2026Q3: 965 shares 965 $150K 0.03% +956 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 617 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 708 shares; 2026Q2: 708 shares; 2026Q3: 708 shares 708 $149K 0.03% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,510 shares; 2026Q2: 6,510 shares; 2026Q3: 6,510 shares 6,510 $149K 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; 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; 2026Q3: 1,374 shares 1,374 $148K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,740 shares; 2026Q2: 6,740 shares; 2026Q3: 6,740 shares 6,740 $147K 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; 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; 2026Q3: 2,626 shares 2,626 $143K 0.03% +66 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; 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; 2026Q3: 2,834 shares 2,834 $138K 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; 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; 2026Q3: 4,875 shares 4,875 $138K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,046 shares; 2026Q2: 7,042 shares; 2026Q3: 7,042 shares 7,042 $136K 0.03% 0 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; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 4,182 shares; 2026Q1: 4,208 shares; 2026Q2: 4,223 shares; 2026Q3: 4,239 shares 4,239 $133K 0.02% +16 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; 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; 2026Q3: 2,818 shares 2,818 $133K 0.02% -1,484 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 4,891 shares; 2026Q2: 4,920 shares; 2026Q3: 4,835 shares 4,835 $133K 0.02% -85 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,476 shares; 2026Q1: 4,476 shares; 2026Q2: not reported; 2026Q3: 2,238 shares 2,238 $131K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,353 shares 4,353 $131K 0.02% 0 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; 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; 2026Q3: 1,188 shares 1,188 $128K 0.02% -137 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; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 810 shares; 2026Q2: 810 shares; 2026Q3: 811 shares 811 $125K 0.02% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,600 shares; 2026Q1: 1,200 shares; 2026Q2: 2,200 shares; 2026Q3: 2,200 shares 2,200 $123K 0.02% 0 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; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 160 shares; 2026Q2: 1,494 shares; 2026Q3: 1,370 shares 1,370 $123K 0.02% -124 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,000 shares 5,000 $121K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 2,841 shares; 2026Q2: 2,855 shares; 2026Q3: 2,855 shares 2,855 $120K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 870 shares 870 $118K 0.02% -157 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; 2024Q4: 353 shares; 2025Q1: 1,064 shares; 2025Q2: 597 shares; 2025Q3: 769 shares; 2025Q4: 732 shares; 2026Q1: 771 shares; 2026Q2: 793 shares; 2026Q3: 805 shares 805 $117K 0.02% +12 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares; 2026Q2: 1,585 shares; 2026Q3: 1,585 shares 1,585 $114K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 3,282 shares; 2025Q4: 3,290 shares; 2026Q1: 3,299 shares; 2026Q2: not reported; 2026Q3: 355 shares 355 $114K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 2,089 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100 $113K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 544 shares; 2026Q3: 544 shares 544 $113K 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; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 1,454 shares; 2026Q3: 1,193 shares 1,193 $111K 0.02% -261 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; 2024Q4: 188 shares; 2025Q1: 83 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 300 shares; 2026Q1: 1,401 shares; 2026Q2: 179 shares; 2026Q3: 414 shares 414 $109K 0.02% +235 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; 2024Q4: 204 shares; 2025Q1: 307 shares; 2025Q2: 174 shares; 2025Q3: 339 shares; 2025Q4: 1,149 shares; 2026Q1: 1,165 shares; 2026Q2: 1,563 shares; 2026Q3: 1,553 shares 1,553 $109K 0.02% -10 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; 2024Q4: 170 shares; 2025Q1: 0 shares; 2025Q2: 266 shares; 2025Q3: 416 shares; 2025Q4: 1,808 shares; 2026Q1: 1,763 shares; 2026Q2: 1,510 shares; 2026Q3: 1,408 shares 1,408 $108K 0.02% -102 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 750 shares; 2026Q2: 2,989 shares; 2026Q3: 2,992 shares 2,992 $108K 0.02% +3 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; 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; 2026Q3: 3,292 shares 3,292 $107K 0.02% +1,781 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; 2024Q4: 1,074 shares; 2025Q1: 974 shares; 2025Q2: 823 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares; 2026Q3: 728 shares 728 $107K 0.02% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 23 shares; 2025Q2: 0 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 60 shares; 2026Q2: 4 shares; 2026Q3: 1,003 shares 1,003 $106K 0.02% +999 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares; 2026Q3: 1,900 shares 1,900 $105K 0.02% 0 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; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 58 shares; 2026Q1: 67 shares; 2026Q2: 356 shares; 2026Q3: 356 shares 356 $103K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 918 shares 918 $102K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,657 shares; 2026Q2: 22,562 shares; 2026Q3: 7,905 shares 7,905 $102K 0.02% -14,657 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: not reported; 2026Q3: 620 shares 620 $100K 0.02% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,819 shares; 2025Q1: 1,144 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: not reported; 2026Q3: 2,123 shares 2,123 $99.1K 0.02% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 795 shares 795 $96.4K 0.02% +170 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 258 shares; 2025Q2: 176 shares; 2025Q3: 220 shares; 2025Q4: 548 shares; 2026Q1: 568 shares; 2026Q2: 734 shares; 2026Q3: 740 shares 740 $96K 0.02% +6 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; 2024Q4: 123 shares; 2025Q1: 387 shares; 2025Q2: 511 shares; 2025Q3: 551 shares; 2025Q4: 1,449 shares; 2026Q1: 1,445 shares; 2026Q2: 423 shares; 2026Q3: 315 shares 315 $95.6K 0.02% -108 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; 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; 2026Q3: 1,001 shares 1,001 $94.9K 0.02% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,102 shares 2,102 $94.9K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,000 shares; 2026Q3: 83,000 shares 83,000 $94.6K 0.02% 0 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; 2024Q4: 99 shares; 2025Q1: 133 shares; 2025Q2: 139 shares; 2025Q3: 101 shares; 2025Q4: 286 shares; 2026Q1: 238 shares; 2026Q2: 435 shares; 2026Q3: 560 shares 560 $91.7K 0.02% +125 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 98 shares; 2025Q2: 65 shares; 2025Q3: 72 shares; 2025Q4: 400 shares; 2026Q1: 407 shares; 2026Q2: 353 shares; 2026Q3: 352 shares 352 $89.9K 0.02% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 294 shares; 2026Q3: 295 shares 295 $89.8K 0.02% +1 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 1,697 shares; 2026Q3: 1,697 shares 1,697 $88.6K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 433 shares 433 $88.4K 0.02% +91 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,307 shares 1,307 $88.4K 0.02% 0 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; 2024Q4: 1 shares; 2025Q1: 95 shares; 2025Q2: 575 shares; 2025Q3: 98 shares; 2025Q4: 825 shares; 2026Q1: 724 shares; 2026Q2: 631 shares; 2026Q3: 538 shares 538 $87.8K 0.02% -93 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; 2024Q4: 12 shares; 2025Q1: 204 shares; 2025Q2: 367 shares; 2025Q3: 530 shares; 2025Q4: 1,620 shares; 2026Q1: 2,156 shares; 2026Q2: 1,389 shares; 2026Q3: 1,403 shares 1,403 $87.5K 0.02% +14 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; 2024Q4: 554 shares; 2025Q1: 917 shares; 2025Q2: 542 shares; 2025Q3: 701 shares; 2025Q4: 1,568 shares; 2026Q1: 914 shares; 2026Q2: 267 shares; 2026Q3: 263 shares 263 $86.4K 0.02% -4 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; 2024Q4: 20 shares; 2025Q1: 0 shares; 2025Q2: 64 shares; 2025Q3: 238 shares; 2025Q4: 317 shares; 2026Q1: 222 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $86.1K 0.02% 0 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; 2024Q4: 20 shares; 2025Q1: 842 shares; 2025Q2: 293 shares; 2025Q3: 446 shares; 2025Q4: 1,517 shares; 2026Q1: 1,208 shares; 2026Q2: 1,577 shares; 2026Q3: 1,071 shares 1,071 $85.8K 0.02% -506 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99 shares; 2025Q1: 202 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 594 shares; 2026Q1: 625 shares; 2026Q2: 524 shares; 2026Q3: 531 shares 531 $85.3K 0.02% +7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168 shares; 2025Q1: 524 shares; 2025Q2: 484 shares; 2025Q3: 490 shares; 2025Q4: 489 shares; 2026Q1: 446 shares; 2026Q2: 856 shares; 2026Q3: 857 shares 857 $84.7K 0.02% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 6,000 shares; 2026Q3: 6,010 shares 6,010 $84.6K 0.02% +10 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,071 shares; 2026Q1: 994 shares; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $84.5K 0.02% 0 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 67 shares; 2026Q3: 51 shares 51 $84.4K 0.02% -16 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; 2024Q4: 646 shares; 2025Q1: 1,068 shares; 2025Q2: 732 shares; 2025Q3: 718 shares; 2025Q4: 1,144 shares; 2026Q1: 1,031 shares; 2026Q2: 162 shares; 2026Q3: 577 shares 577 $83.8K 0.02% +415 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $81.7K 0.02% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,335 shares; 2026Q3: 2,050 shares 2,050 $81.5K 0.02% +715 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; 2024Q4: 4 shares; 2025Q1: 294 shares; 2025Q2: 185 shares; 2025Q3: 246 shares; 2025Q4: 292 shares; 2026Q1: 253 shares; 2026Q2: 998 shares; 2026Q3: 923 shares 923 $79.1K 0.01% -75 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; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 947 shares; 2026Q3: 947 shares 947 $78.6K 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; 2024Q4: 6 shares; 2025Q1: 379 shares; 2025Q2: 357 shares; 2025Q3: 406 shares; 2025Q4: 1,168 shares; 2026Q1: 859 shares; 2026Q2: 605 shares; 2026Q3: 1,791 shares 1,791 $78.2K 0.01% +1,186 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares; 2026Q3: 862 shares 862 $77.1K 0.01% +862 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,501 shares 1,501 $76.8K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 665 shares; 2025Q1: 511 shares; 2025Q2: 477 shares; 2025Q3: 232 shares; 2025Q4: 1,927 shares; 2026Q1: 1,926 shares; 2026Q2: 46 shares; 2026Q3: 944 shares 944 $76.1K 0.01% +898 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 411 shares; 2025Q2: 365 shares; 2025Q3: 486 shares; 2025Q4: 786 shares; 2026Q1: 1,069 shares; 2026Q2: 386 shares; 2026Q3: 413 shares 413 $76K 0.01% +27 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,123 shares; 2026Q1: 2,130 shares; 2026Q2: 2,135 shares; 2026Q3: 2,143 shares 2,143 $75K 0.01% +8 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; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 52 shares; 2025Q3: 2,021 shares; 2025Q4: 1,144 shares; 2026Q1: 236 shares; 2026Q2: 166 shares; 2026Q3: 165 shares 165 $75K 0.01% -1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 386 shares; 2026Q1: 391 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $74.8K 0.01% 0 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; 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; 2026Q3: 1,474 shares 1,474 $73.9K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,482 shares 2,482 $73.2K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 0 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,158 shares; 2026Q1: 1,160 shares; 2026Q2: 1,078 shares; 2026Q3: 1,077 shares 1,077 $73.2K 0.01% -1 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; 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; 2026Q3: 382 shares 382 $72.9K 0.01% +65 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 6,250 shares; 2026Q3: 6,250 shares 6,250 $72.6K 0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 485 shares; 2025Q2: 389 shares; 2025Q3: 605 shares; 2025Q4: 830 shares; 2026Q1: 868 shares; 2026Q2: 259 shares; 2026Q3: 274 shares 274 $72.5K 0.01% +15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares; 2026Q3: 3,200 shares 3,200 $72.3K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: not reported; 2026Q3: 198 shares 198 $72.2K 0.01% new 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; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 986 shares; 2025Q4: 411 shares; 2026Q1: 4,106 shares; 2026Q2: 3,801 shares; 2026Q3: 1,339 shares 1,339 $71.2K 0.01% -2,462 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; 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; 2026Q3: 1,021 shares 1,021 $71.1K 0.01% -86 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,302 shares; 2026Q2: 664 shares; 2026Q3: 664 shares 664 $70.7K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 357 shares 357 $68K 0.01% new 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; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 15 shares; 2026Q2: 296 shares; 2026Q3: 327 shares 327 $67.7K 0.01% +31 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 219 shares; 2025Q2: 223 shares; 2025Q3: 239 shares; 2025Q4: 472 shares; 2026Q1: 490 shares; 2026Q2: 215 shares; 2026Q3: 214 shares 214 $66.8K 0.01% -1 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares; 2026Q3: 740 shares 740 $66.5K 0.01% 0 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,140 shares; 2026Q3: 2,140 shares 2,140 $66.2K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 93 shares; 2025Q2: 325 shares; 2025Q3: 346 shares; 2025Q4: 741 shares; 2026Q1: 1,066 shares; 2026Q2: 528 shares; 2026Q3: 524 shares 524 $65.6K 0.01% -4 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; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 61 shares; 2025Q3: 70 shares; 2025Q4: 214 shares; 2026Q1: 73 shares; 2026Q2: 291 shares; 2026Q3: 292 shares 292 $64.7K 0.01% +1 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; 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; 2026Q3: 960 shares 960 $64.6K 0.01% +648 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 394 shares 394 $64.1K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 3,095 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $63.9K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,946 shares; 2026Q2: 1,951 shares; 2026Q3: 1,957 shares 1,957 $63.9K 0.01% +6 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,065 shares; 2026Q2: 1,086 shares; 2026Q3: 1,105 shares 1,105 $62.2K 0.01% +19 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,495 shares 2,495 $60.6K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $60.5K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 393 shares; 2025Q1: 394 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares; 2025Q4: 1,637 shares; 2026Q1: 1,663 shares; 2026Q2: 23 shares; 2026Q3: 704 shares 704 $60.1K 0.01% +681 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,642 shares; 2026Q3: 1,642 shares 1,642 $59.8K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 288 shares; 2026Q3: 288 shares 288 $59.5K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 355 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $59K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares; 2026Q2: 4,945 shares; 2026Q3: 4,945 shares 4,945 $58.7K 0.01% 0 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; 2024Q4: 4 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 22 shares; 2025Q4: 241 shares; 2026Q1: 249 shares; 2026Q2: 255 shares; 2026Q3: 262 shares 262 $58.2K 0.01% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: 1,043 shares; 2026Q2: 1,047 shares; 2026Q3: 1,050 shares 1,050 $57.2K 0.01% +3 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; 2024Q4: 231 shares; 2025Q1: 117 shares; 2025Q2: 874 shares; 2025Q3: 30 shares; 2025Q4: 1,110 shares; 2026Q1: 359 shares; 2026Q2: 329 shares; 2026Q3: 361 shares 361 $56.8K 0.01% +32 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; 2024Q4: 4 shares; 2025Q1: 25 shares; 2025Q2: 15 shares; 2025Q3: 330 shares; 2025Q4: 1,858 shares; 2026Q1: 1,598 shares; 2026Q2: 913 shares; 2026Q3: 914 shares 914 $56.8K 0.01% +1 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; 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; 2026Q3: 279 shares 279 $56K 0.01% +2 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; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 148 shares; 2026Q1: 673 shares; 2026Q2: 588 shares; 2026Q3: 613 shares 613 $56K 0.01% +25 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 72 shares; 2025Q2: 91 shares; 2025Q3: 592 shares; 2025Q4: 30 shares; 2026Q1: 716 shares; 2026Q2: 262 shares; 2026Q3: 402 shares 402 $55.6K 0.01% +140 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares; 2026Q3: 571 shares 571 $55.5K 0.01% -151 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 181 shares; 2025Q2: 150 shares; 2025Q3: 694 shares; 2025Q4: 571 shares; 2026Q1: 551 shares; 2026Q2: 318 shares; 2026Q3: 309 shares 309 $55.2K 0.01% -9 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 126 shares; 2025Q3: 177 shares; 2025Q4: 592 shares; 2026Q1: 367 shares; 2026Q2: 70 shares; 2026Q3: 68 shares 68 $55.1K 0.01% -2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 118 shares; 2025Q2: 91 shares; 2025Q3: 127 shares; 2025Q4: 163 shares; 2026Q1: 203 shares; 2026Q2: 87 shares; 2026Q3: 113 shares 113 $53.6K 0.01% +26 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; 2024Q4: 115 shares; 2025Q1: 176 shares; 2025Q2: 277 shares; 2025Q3: 596 shares; 2025Q4: 395 shares; 2026Q1: 822 shares; 2026Q2: 39 shares; 2026Q3: 201 shares 201 $53.2K 0.01% +162 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 49 shares; 2026Q1: 80 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $52.8K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122 shares; 2025Q1: 72 shares; 2025Q2: 76 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares; 2026Q3: 180 shares 180 $52.6K 0.01% -104 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 5,000 shares 5,000 $52.5K 0.01% +3,000 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $52.3K 0.01% 0 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; 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; 2026Q3: 2,500 shares 2,500 $52.2K 0.01% 0 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; 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; 2026Q3: 22,000 shares 22,000 $51.9K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 625 shares 625 $51.8K 0.01% 0 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; 2024Q4: 1 shares; 2025Q1: 100 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 290 shares; 2026Q1: 148 shares; 2026Q2: 236 shares; 2026Q3: 267 shares 267 $51.5K 0.01% +31 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $51.5K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 0 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 243 shares; 2026Q1: 256 shares; 2026Q2: 124 shares; 2026Q3: 128 shares 128 $51.3K 0.01% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 805 shares; 2025Q2: 492 shares; 2025Q3: 515 shares; 2025Q4: 391 shares; 2026Q1: 623 shares; 2026Q2: 244 shares; 2026Q3: 268 shares 268 $50.5K 0.01% +24 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; 2024Q4: 236 shares; 2025Q1: 369 shares; 2025Q2: 268 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 378 shares; 2026Q2: 327 shares; 2026Q3: 337 shares 337 $50.1K 0.01% +10 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; 2024Q4: 3 shares; 2025Q1: 81 shares; 2025Q2: 107 shares; 2025Q3: 45 shares; 2025Q4: 169 shares; 2026Q1: 263 shares; 2026Q2: 192 shares; 2026Q3: 194 shares 194 $49.9K 0.01% +2 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; 2024Q4: 0 shares; 2025Q1: 9,621 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 951 shares; 2026Q3: 951 shares 951 $49.9K 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; 2024Q4: 252 shares; 2025Q1: 369 shares; 2025Q2: 196 shares; 2025Q3: 242 shares; 2025Q4: 295 shares; 2026Q1: 291 shares; 2026Q2: 301 shares; 2026Q3: 266 shares 266 $49.5K 0.01% -35 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; 2024Q4: 1 shares; 2025Q1: 52 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 199 shares; 2026Q1: 219 shares; 2026Q2: 219 shares; 2026Q3: 219 shares 219 $49.1K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 17 shares; 2025Q2: 48 shares; 2025Q3: 20 shares; 2025Q4: 1,842 shares; 2026Q1: 366 shares; 2026Q2: 150 shares; 2026Q3: 313 shares 313 $49K 0.01% +163 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; 2024Q4: 0 shares; 2025Q1: 34 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 220 shares; 2026Q1: 165 shares; 2026Q2: 220 shares; 2026Q3: 165 shares 165 $48.7K 0.01% -55 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 242 shares; 2025Q4: 782 shares; 2026Q1: 792 shares; 2026Q2: 408 shares; 2026Q3: 422 shares 422 $48.7K 0.01% +14 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; 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; 2026Q3: 3,000 shares 3,000 $48.6K 0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares; 2026Q3: 499 shares 499 $48.5K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 864 shares; 2025Q4: 3,922 shares; 2026Q1: 7,876 shares; 2026Q2: 6,493 shares; 2026Q3: 2,403 shares 2,403 $48.4K 0.01% -4,090 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; 2024Q4: 129 shares; 2025Q1: 80 shares; 2025Q2: 223 shares; 2025Q3: 163 shares; 2025Q4: 124 shares; 2026Q1: 134 shares; 2026Q2: 104 shares; 2026Q3: 94 shares 94 $48K 0.01% -10 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; 2024Q4: 4 shares; 2025Q1: 53 shares; 2025Q2: 67 shares; 2025Q3: 152 shares; 2025Q4: 258 shares; 2026Q1: 252 shares; 2026Q2: 160 shares; 2026Q3: 258 shares 258 $47.3K 0.01% +98 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: not reported; 2026Q3: 539 shares 539 $45.9K 0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 1,000 shares; 2026Q3: 4,000 shares 4,000 $45.3K 0.01% +3,000 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; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 0 shares; 2025Q3: 256 shares; 2025Q4: 11 shares; 2026Q1: 56 shares; 2026Q2: 48 shares; 2026Q3: 49 shares 49 $45.2K 0.01% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 401 shares 401 $44.9K 0.01% -134 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 89 shares; 2025Q2: 51 shares; 2025Q3: 58 shares; 2025Q4: 15 shares; 2026Q1: 52 shares; 2026Q2: 59 shares; 2026Q3: 665 shares 665 $44.8K 0.01% +606 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; 2024Q4: 84 shares; 2025Q1: 340 shares; 2025Q2: 84 shares; 2025Q3: 949 shares; 2025Q4: 911 shares; 2026Q1: 514 shares; 2026Q2: 166 shares; 2026Q3: 168 shares 168 $44.8K 0.01% +2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131 shares; 2025Q1: 136 shares; 2025Q2: 130 shares; 2025Q3: 133 shares; 2025Q4: 162 shares; 2026Q1: 152 shares; 2026Q2: 30 shares; 2026Q3: 42 shares 42 $44.4K 0.01% +12 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 25 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 222 shares; 2026Q1: 171 shares; 2026Q2: 156 shares; 2026Q3: 157 shares 157 $44.3K 0.01% +1 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; 2024Q4: 0 shares; 2025Q1: 13 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 131 shares; 2026Q1: 80 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $44.2K 0.01% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 232 shares 232 $43.9K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares; 2026Q3: 491 shares 491 $42.6K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 15 shares; 2025Q2: 14 shares; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 7 shares; 2026Q3: 271 shares 271 $42.4K 0.01% +264 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 229 shares 229 $42.2K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 0 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 247 shares; 2026Q1: 183 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $42.1K 0.01% 0 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $42K 0.01% 0 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; 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; 2026Q3: 787 shares 787 $42K 0.01% 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; 2024Q4: 125 shares; 2025Q1: 364 shares; 2025Q2: 342 shares; 2025Q3: 603 shares; 2025Q4: 524 shares; 2026Q1: 436 shares; 2026Q2: 506 shares; 2026Q3: 205 shares 205 $41.8K 0.01% -301 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $41.7K 0.01% 0 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; 2024Q4: 906 shares; 2025Q1: 1,019 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 759 shares; 2026Q3: 759 shares 759 $41.2K 0.01% 0 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; 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; 2026Q3: 1,001 shares 1,001 $40.7K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102 shares; 2025Q1: 109 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 329 shares; 2026Q1: 260 shares; 2026Q2: 144 shares; 2026Q3: 142 shares 142 $40.5K 0.01% -2 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; 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; 2026Q3: 836 shares 836 $40.3K 0.01% 0 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; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $40K 0.01% 0 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; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 9 shares; 2025Q4: 79 shares; 2026Q1: 101 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $39.9K 0.01% 0 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; 2024Q4: 91 shares; 2025Q1: 4 shares; 2025Q2: 59 shares; 2025Q3: 987 shares; 2025Q4: 767 shares; 2026Q1: 1,396 shares; 2026Q2: 103 shares; 2026Q3: 164 shares 164 $39.6K 0.01% +61 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 379 shares; 2026Q3: 379 shares 379 $39.4K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 734 shares; 2026Q2: 734 shares; 2026Q3: 734 shares 734 $39.3K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 70 shares; 2025Q2: 5 shares; 2025Q3: 30 shares; 2025Q4: 12 shares; 2026Q1: 51 shares; 2026Q2: 7 shares; 2026Q3: 165 shares 165 $39.2K 0.01% +158 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; 2024Q4: 0 shares; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 322 shares; 2026Q3: 326 shares 326 $39K 0.01% +4 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $38.9K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 86 shares; 2025Q2: 814 shares; 2025Q3: 851 shares; 2025Q4: 1,361 shares; 2026Q1: 1,420 shares; 2026Q2: 668 shares; 2026Q3: 672 shares 672 $38.8K 0.01% +4 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 350 shares; 2026Q3: 349 shares 349 $38.4K 0.01% -1 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; 2024Q4: 0 shares; 2025Q1: 147 shares; 2025Q2: 104 shares; 2025Q3: 115 shares; 2025Q4: 27 shares; 2026Q1: 126 shares; 2026Q2: 301 shares; 2026Q3: 278 shares 278 $38.3K 0.01% -23 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 282 shares; 2026Q2: 1,128 shares; 2026Q3: 911 shares 911 $38.3K 0.01% -217 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 131 shares; 2025Q2: 103 shares; 2025Q3: 110 shares; 2025Q4: 83 shares; 2026Q1: 111 shares; 2026Q2: 83 shares; 2026Q3: 84 shares 84 $38.1K 0.01% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 60 shares; 2025Q4: 12 shares; 2026Q1: 8 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $38K 0.01% 0 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; 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; 2026Q3: 4,000 shares 4,000 $37.9K 0.01% +2,000 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; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 178 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $37.3K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 15,615 shares; 2026Q1: 1,300 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $37.1K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $37.1K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 54 shares; 2026Q1: 55 shares; 2026Q2: 49 shares; 2026Q3: 49 shares 49 $37K 0.01% 0 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; 2024Q4: 255 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 467 shares; 2025Q4: 462 shares; 2026Q1: 422 shares; 2026Q2: 123 shares; 2026Q3: 167 shares 167 $36.7K 0.01% +44 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 0 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $36.5K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 861 shares; 2026Q1: 865 shares; 2026Q2: 864 shares; 2026Q3: 906 shares 906 $36.4K 0.01% +42 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; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 493 shares; 2026Q3: 493 shares 493 $36.2K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,884 shares; 2025Q4: 32,814 shares; 2026Q1: not reported; 2026Q2: 3,888 shares; 2026Q3: 4,007 shares 4,007 $36.1K 0.01% +119 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 103 shares; 2025Q2: 74 shares; 2025Q3: 5 shares; 2025Q4: 103 shares; 2026Q1: 282 shares; 2026Q2: 359 shares; 2026Q3: 359 shares 359 $35.4K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 64 shares; 2025Q4: 34 shares; 2026Q1: 269 shares; 2026Q2: 130 shares; 2026Q3: 129 shares 129 $35.3K 0.01% -1 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $35.2K 0.01% 0 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; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 133 shares; 2025Q4: 110 shares; 2026Q1: 220 shares; 2026Q2: 199 shares; 2026Q3: 117 shares 117 $35.1K 0.01% -82 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; 2024Q4: 2 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 70 shares; 2026Q1: 158 shares; 2026Q2: 97 shares; 2026Q3: 97 shares 97 $34.6K 0.01% 0 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; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 9 shares; 2025Q4: 513 shares; 2026Q1: 539 shares; 2026Q2: 542 shares; 2026Q3: 542 shares 542 $34.6K 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; 2024Q4: 3 shares; 2025Q1: 62 shares; 2025Q2: 48 shares; 2025Q3: 61 shares; 2025Q4: 88 shares; 2026Q1: 105 shares; 2026Q2: 124 shares; 2026Q3: 131 shares 131 $33.7K 0.01% +7 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 224 shares; 2025Q3: 729 shares; 2025Q4: 843 shares; 2026Q1: 146 shares; 2026Q2: 41 shares; 2026Q3: 101 shares 101 $33.5K 0.01% +60 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; 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; 2026Q3: 1,111 shares 1,111 $33.5K 0.01% -13 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 40 shares; 2025Q2: 21 shares; 2025Q3: 38 shares; 2025Q4: 68 shares; 2026Q1: 86 shares; 2026Q2: 5 shares; 2026Q3: 44 shares 44 $33.4K 0.01% +39 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 146 shares; 2026Q2: 466 shares; 2026Q3: 466 shares 466 $32.8K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 9 shares; 2025Q3: 0 shares; 2025Q4: 40 shares; 2026Q1: 43 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121 $32.7K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: 322 shares; 2025Q4: 42 shares; 2026Q1: 381 shares; 2026Q2: 94 shares; 2026Q3: 94 shares 94 $32.6K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 150 shares; 2026Q2: 131 shares; 2026Q3: 131 shares 131 $32.3K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 2,284 shares; 2025Q4: not reported; 2026Q1: 768 shares; 2026Q2: 768 shares; 2026Q3: 768 shares 768 $32.2K 0.01% 0 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; 2024Q4: 68 shares; 2025Q1: 3 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 486 shares; 2026Q1: 360 shares; 2026Q2: 359 shares; 2026Q3: 351 shares 351 $31.9K 0.01% -8 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; 2024Q4: 0 shares; 2025Q1: 36 shares; 2025Q2: 58 shares; 2025Q3: 81 shares; 2025Q4: 24 shares; 2026Q1: 1 shares; 2026Q2: 371 shares; 2026Q3: 244 shares 244 $31.6K 0.01% -127 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 52 shares; 2025Q4: 206 shares; 2026Q1: 233 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $31.6K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 51 shares; 2025Q2: 122 shares; 2025Q3: 16 shares; 2025Q4: 6 shares; 2026Q1: 46 shares; 2026Q2: 58 shares; 2026Q3: 60 shares 60 $31.4K 0.01% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 86 shares; 2026Q1: 93 shares; 2026Q2: 89 shares; 2026Q3: 89 shares 89 $31.3K 0.01% 0 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; 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; 2026Q3: 1,495 shares 1,495 $31.3K 0.01% 0 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; 2024Q4: 572 shares; 2025Q1: 579 shares; 2025Q2: 745 shares; 2025Q3: 6,285 shares; 2025Q4: not reported; 2026Q1: 893 shares; 2026Q2: 4,640 shares; 2026Q3: 2,463 shares 2,463 $31.2K 0.01% -2,177 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 276 shares; 2026Q3: 272 shares 272 $31.1K 0.01% -4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 392 shares; 2026Q1: 393 shares; 2026Q2: 403 shares; 2026Q3: 397 shares 397 $31.1K 0.01% -6 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; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 234 shares; 2025Q3: 1,024 shares; 2025Q4: 130 shares; 2026Q1: 146 shares; 2026Q2: 87 shares; 2026Q3: 115 shares 115 $30.9K 0.01% +28 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 610 shares; 2026Q2: 611 shares; 2026Q3: 611 shares 611 $30.4K 0.01% 0 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; 2024Q4: 135 shares; 2025Q1: 9 shares; 2025Q2: 17 shares; 2025Q3: 20 shares; 2025Q4: 138 shares; 2026Q1: 98 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $30.4K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 72 shares; 2026Q1: 5 shares; 2026Q2: 11 shares; 2026Q3: 152 shares 152 $30.3K 0.01% +141 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 5,572 shares; 2026Q3: 4,248 shares 4,248 $30.2K 0.01% -1,324 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 77 shares; 2026Q2: 80 shares; 2026Q3: 229 shares 229 $29.9K 0.01% +149 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; 2024Q4: 44 shares; 2025Q1: 48 shares; 2025Q2: 52 shares; 2025Q3: 59 shares; 2025Q4: 109 shares; 2026Q1: 51 shares; 2026Q2: 52 shares; 2026Q3: 60 shares 60 $29.2K 0.01% +8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares; 2026Q3: 332 shares 332 $29.1K 0.01% -654 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 56 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 315 shares; 2026Q1: 164 shares; 2026Q2: 300 shares; 2026Q3: 309 shares 309 $29.1K 0.01% +9 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 34 shares; 2026Q3: 138 shares 138 $29K 0.01% +104 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 67 shares; 2025Q2: 17 shares; 2025Q3: 43 shares; 2025Q4: 44 shares; 2026Q1: 32 shares; 2026Q2: 19 shares; 2026Q3: 72 shares 72 $28.5K 0.01% +53 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; 2024Q4: 8 shares; 2025Q1: 50 shares; 2025Q2: 98 shares; 2025Q3: 345 shares; 2025Q4: 351 shares; 2026Q1: 1,050 shares; 2026Q2: 1,219 shares; 2026Q3: 1,027 shares 1,027 $28.3K 0.01% -192 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; 2024Q4: 0 shares; 2025Q1: 15 shares; 2025Q2: 12 shares; 2025Q3: 71 shares; 2025Q4: 165 shares; 2026Q1: 95 shares; 2026Q2: 246 shares; 2026Q3: 249 shares 249 $28.3K 0.01% +3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 69 shares; 2025Q3: 47 shares; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 62 shares; 2026Q3: 270 shares 270 $28.2K 0.01% +208 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 48 shares; 2026Q1: 210 shares; 2026Q2: 423 shares; 2026Q3: 416 shares 416 $27.9K 0.01% -7 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $27.8K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 565 shares; 2026Q2: 471 shares; 2026Q3: 471 shares 471 $27.5K 0.01% 0 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; 2024Q4: 744 shares; 2025Q1: 639 shares; 2025Q2: 643 shares; 2025Q3: 646 shares; 2025Q4: 651 shares; 2026Q1: 654 shares; 2026Q2: 388 shares; 2026Q3: 392 shares 392 $27.5K 0.01% +4 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 1,420 shares; 2026Q2: 1,622 shares; 2026Q3: 1,152 shares 1,152 $27.4K 0.01% -470 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 331 shares; 2025Q2: 217 shares; 2025Q3: 246 shares; 2025Q4: 285 shares; 2026Q1: 58 shares; 2026Q2: 55 shares; 2026Q3: 314 shares 314 $27.1K 0.01% +259 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; 2024Q4: 3 shares; 2025Q1: 82 shares; 2025Q2: 45 shares; 2025Q3: 20 shares; 2025Q4: 134 shares; 2026Q1: 160 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $27.1K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202 shares; 2025Q1: 485 shares; 2025Q2: 538 shares; 2025Q3: 445 shares; 2025Q4: 750 shares; 2026Q1: 493 shares; 2026Q2: 469 shares; 2026Q3: 487 shares 487 $26.9K <0.01% +18 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $26.8K <0.01% 0 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; 2024Q4: 206 shares; 2025Q1: 51 shares; 2025Q2: 196 shares; 2025Q3: 223 shares; 2025Q4: 695 shares; 2026Q1: 519 shares; 2026Q2: 822 shares; 2026Q3: 834 shares 834 $26.8K <0.01% +12 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; 2024Q4: 1,863 shares; 2025Q1: 937 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 1,684 shares; 2026Q1: 1,724 shares; 2026Q2: 400 shares; 2026Q3: 290 shares 290 $25.8K <0.01% -110 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 424 shares 424 $25.7K <0.01% +189 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; 2024Q4: 0 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 124 shares; 2025Q4: 160 shares; 2026Q1: 165 shares; 2026Q2: 141 shares; 2026Q3: 250 shares 250 $25.6K <0.01% +109 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; 2024Q4: 34 shares; 2025Q1: 356 shares; 2025Q2: 358 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 364 shares; 2026Q2: 366 shares; 2026Q3: 368 shares 368 $25.5K <0.01% +2 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; 2024Q4: 0 shares; 2025Q1: 33 shares; 2025Q2: 17 shares; 2025Q3: 63 shares; 2025Q4: 227 shares; 2026Q1: 270 shares; 2026Q2: 229 shares; 2026Q3: 229 shares 229 $25.4K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 18 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 51 shares; 2026Q1: 56 shares; 2026Q2: 53 shares; 2026Q3: 49 shares 49 $25.3K <0.01% -4 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 151 shares; 2025Q2: 20 shares; 2025Q3: 28 shares; 2025Q4: 236 shares; 2026Q1: 120 shares; 2026Q2: 140 shares; 2026Q3: 154 shares 154 $25.3K <0.01% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $25.3K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 104 shares; 2025Q2: 64 shares; 2025Q3: 97 shares; 2025Q4: 92 shares; 2026Q1: 131 shares; 2026Q2: 70 shares; 2026Q3: 58 shares 58 $25.2K <0.01% -12 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; 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; 2026Q3: 1,325 shares 1,325 $25.2K <0.01% -887 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 1 shares; 2025Q3: 115 shares; 2025Q4: 39 shares; 2026Q1: not reported; 2026Q2: 427 shares; 2026Q3: 615 shares 615 $25.2K <0.01% +188 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 43 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 390 shares; 2026Q1: 393 shares; 2026Q2: 575 shares; 2026Q3: 390 shares 390 $25K <0.01% -185 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 3 shares; 2026Q3: 52 shares 52 $24.9K <0.01% +49 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 78 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 639 shares; 2026Q1: 282 shares; 2026Q2: 340 shares; 2026Q3: 588 shares 588 $24.9K <0.01% +248 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 51 shares; 2025Q3: 85 shares; 2025Q4: 31 shares; 2026Q1: 40 shares; 2026Q2: 26 shares; 2026Q3: 64 shares 64 $24.9K <0.01% +38 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 834 shares; 2026Q1: 835 shares; 2026Q2: 129 shares; 2026Q3: 131 shares 131 $24.8K <0.01% +2 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; 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; 2026Q3: 762 shares 762 $24.8K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 0 shares; 2026Q3: 4 shares 4 $24.6K <0.01% +4 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 20 shares; 2025Q3: 58 shares; 2025Q4: 416 shares; 2026Q1: 397 shares; 2026Q2: 29 shares; 2026Q3: 137 shares 137 $24.6K <0.01% +108 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94 shares; 2025Q1: 185 shares; 2025Q2: 174 shares; 2025Q3: 158 shares; 2025Q4: 313 shares; 2026Q1: 292 shares; 2026Q2: 127 shares; 2026Q3: 102 shares 102 $24.5K <0.01% -25 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 490 shares; 2026Q3: 490 shares 490 $24.4K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 66 shares; 2025Q2: 40 shares; 2025Q3: 20 shares; 2025Q4: 215 shares; 2026Q1: 180 shares; 2026Q2: 277 shares; 2026Q3: 282 shares 282 $24.3K <0.01% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 82 shares; 2025Q4: 327 shares; 2026Q1: 268 shares; 2026Q2: 255 shares; 2026Q3: 311 shares 311 $24.3K <0.01% +56 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 16 shares; 2025Q2: 7 shares; 2025Q3: 43 shares; 2025Q4: 102 shares; 2026Q1: 112 shares; 2026Q2: 91 shares; 2026Q3: 182 shares 182 $23.9K <0.01% +91 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 115 shares; 2025Q2: 93 shares; 2025Q3: 11 shares; 2025Q4: 204 shares; 2026Q1: 343 shares; 2026Q2: 5 shares; 2026Q3: 140 shares 140 $23.9K <0.01% +135 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares; 2026Q2: not reported; 2026Q3: 234 shares 234 $23.9K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 535 shares; 2025Q2: 287 shares; 2025Q3: 667 shares; 2025Q4: 987 shares; 2026Q1: 983 shares; 2026Q2: 164 shares; 2026Q3: 187 shares 187 $23.7K <0.01% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: 807 shares; 2026Q3: 807 shares 807 $23.7K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 1,607 shares; 2026Q3: 800 shares 800 $23.5K <0.01% -807 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; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 670 shares; 2026Q2: 637 shares; 2026Q3: 637 shares 637 $23.4K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 2 shares; 2025Q4: 420 shares; 2026Q1: 538 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $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; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 89 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $23.3K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 50 shares; 2025Q2: 25 shares; 2025Q3: 28 shares; 2025Q4: 40 shares; 2026Q1: 26 shares; 2026Q2: 3 shares; 2026Q3: 538 shares 538 $23.1K <0.01% +535 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 0 shares; 2025Q4: 156 shares; 2026Q1: 113 shares; 2026Q2: 253 shares; 2026Q3: 141 shares 141 $23.1K <0.01% -112 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 65 shares 65 $23.1K <0.01% +64 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; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $23K <0.01% 0 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; 2024Q4: 0 shares; 2025Q1: 35 shares; 2025Q2: 7 shares; 2025Q3: 10 shares; 2025Q4: 211 shares; 2026Q1: 215 shares; 2026Q2: 205 shares; 2026Q3: 205 shares 205 $23K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 36 shares; 2025Q2: 1 shares; 2025Q3: 12 shares; 2025Q4: 15 shares; 2026Q1: not reported; 2026Q2: 19 shares; 2026Q3: 92 shares 92 $22.8K <0.01% +73 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; 2024Q4: 0 shares; 2025Q1: 70 shares; 2025Q2: 7 shares; 2025Q3: 23 shares; 2025Q4: 4 shares; 2026Q1: 81 shares; 2026Q2: 169 shares; 2026Q3: 181 shares 181 $22.8K <0.01% +12 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 7 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 201 shares; 2026Q1: 21 shares; 2026Q2: 184 shares; 2026Q3: 238 shares 238 $22.7K <0.01% +54 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237 shares; 2025Q1: 562 shares; 2025Q2: 257 shares; 2025Q3: 1,002 shares; 2025Q4: 1,140 shares; 2026Q1: 223 shares; 2026Q2: 81 shares; 2026Q3: 122 shares 122 $22.6K <0.01% +41 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 3 shares; 2026Q2: 1,115 shares; 2026Q3: 1,115 shares 1,115 $22.6K <0.01% 0 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000 $22.5K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 842 shares; 2025Q2: 801 shares; 2025Q3: 954 shares; 2025Q4: 1,437 shares; 2026Q1: 2,997 shares; 2026Q2: 921 shares; 2026Q3: 707 shares 707 $22.5K <0.01% -214 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 38 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 74 shares; 2026Q1: 2 shares; 2026Q2: 387 shares; 2026Q3: 318 shares 318 $22.2K <0.01% -69 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; 2024Q4: 1,709 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 13 shares; 2025Q4: 213 shares; 2026Q1: 163 shares; 2026Q2: 120 shares; 2026Q3: 150 shares 150 $22.2K <0.01% +30 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; 2024Q4: 700 shares; 2025Q1: 980 shares; 2025Q2: 761 shares; 2025Q3: 774 shares; 2025Q4: 580 shares; 2026Q1: 676 shares; 2026Q2: 591 shares; 2026Q3: 481 shares 481 $22.1K <0.01% -110 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 166 shares; 2025Q2: 101 shares; 2025Q3: 492 shares; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 0 shares; 2026Q3: 145 shares 145 $22K <0.01% +145 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 0 shares; 2025Q3: 13 shares; 2025Q4: 1,051 shares; 2026Q1: 464 shares; 2026Q2: 381 shares; 2026Q3: 694 shares 694 $21.7K <0.01% +313 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; 2024Q4: 7 shares; 2025Q1: 151 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 135 shares; 2026Q1: 206 shares; 2026Q2: 148 shares; 2026Q3: 150 shares 150 $21.7K <0.01% +2 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 17 shares; 2025Q3: 1 shares; 2025Q4: 199 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $21.7K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: not reported; 2026Q3: 393 shares 393 $21.6K <0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 261 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 94 shares; 2026Q2: 1,434 shares; 2026Q3: 1,434 shares 1,434 $21.6K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129 shares; 2025Q1: 79 shares; 2025Q2: 92 shares; 2025Q3: 112 shares; 2025Q4: 125 shares; 2026Q1: 201 shares; 2026Q2: 30 shares; 2026Q3: 53 shares 53 $21.6K <0.01% +23 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 126 shares; 2025Q2: 2,657 shares; 2025Q3: 69 shares; 2025Q4: 141 shares; 2026Q1: 172 shares; 2026Q2: 136 shares; 2026Q3: 140 shares 140 $21.5K <0.01% +4 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 211 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 215 shares 215 $21.5K <0.01% +2 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 19 shares; 2025Q4: 4 shares; 2026Q1: 41 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $21.4K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 64 shares; 2025Q3: 67 shares; 2025Q4: 43 shares; 2026Q1: 68 shares; 2026Q2: 18 shares; 2026Q3: 69 shares 69 $21.3K <0.01% +51 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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 384 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $21.2K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 485 shares; 2026Q2: 486 shares; 2026Q3: 486 shares 486 $21.2K <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; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 9 shares; 2025Q3: 6 shares; 2025Q4: 67 shares; 2026Q1: 121 shares; 2026Q2: 428 shares; 2026Q3: 365 shares 365 $21K <0.01% -63 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 615 shares; 2025Q3: 634 shares; 2025Q4: 844 shares; 2026Q1: 883 shares; 2026Q2: 291 shares; 2026Q3: 324 shares 324 $20.7K <0.01% +33 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 150 shares; 2026Q3: 453 shares 453 $20.6K <0.01% +303 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 229 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269 shares; 2026Q2: 269 shares; 2026Q3: 546 shares 546 $20.5K <0.01% +277 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares; 2026Q3: 169 shares 169 $20.5K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 40 shares; 2025Q3: 46 shares; 2025Q4: 470 shares; 2026Q1: 701 shares; 2026Q2: 89 shares; 2026Q3: 152 shares 152 $20.4K <0.01% +63 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 128 shares; 2025Q2: 123 shares; 2025Q3: 137 shares; 2025Q4: 123 shares; 2026Q1: 136 shares; 2026Q2: 742 shares; 2026Q3: 618 shares 618 $20.3K <0.01% -124 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 27 shares; 2026Q1: 69 shares; 2026Q2: 51 shares; 2026Q3: 37 shares 37 $19.9K <0.01% -14 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; 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; 2026Q3: 1,815 shares 1,815 $19.9K <0.01% 0 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; 2024Q4: 100 shares; 2025Q1: 688 shares; 2025Q2: 132 shares; 2025Q3: 202 shares; 2025Q4: 368 shares; 2026Q1: 1,038 shares; 2026Q2: 676 shares; 2026Q3: 643 shares 643 $19.9K <0.01% -33 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 28 shares; 2025Q3: 1 shares; 2025Q4: 209 shares; 2026Q1: 222 shares; 2026Q2: 380 shares; 2026Q3: 596 shares 596 $19.9K <0.01% +216 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 9 shares; 2026Q1: 26 shares; 2026Q2: 52 shares; 2026Q3: 51 shares 51 $19.8K <0.01% -1 Timeline IOND IONIC DIGITAL INC More: the full row for IONIC DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 244 shares 244 $19.6K <0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,755 shares; 2025Q1: 5,054 shares; 2025Q2: 5,048 shares; 2025Q3: 6,418 shares; 2025Q4: 5,527 shares; 2026Q1: 6,401 shares; 2026Q2: 300 shares; 2026Q3: 426 shares 426 $19.5K <0.01% +126 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: not reported; 2026Q2: 0 shares; 2026Q3: 190 shares 190 $19.5K <0.01% +190 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; 2024Q4: 75 shares; 2025Q1: 150 shares; 2025Q2: 120 shares; 2025Q3: 92 shares; 2025Q4: 9 shares; 2026Q1: 145 shares; 2026Q2: 96 shares; 2026Q3: 111 shares 111 $19.5K <0.01% +15 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 76 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $19.4K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 202 shares; 2026Q2: 202 shares; 2026Q3: 202 shares 202 $19.2K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 405 shares; 2025Q2: 389 shares; 2025Q3: 506 shares; 2025Q4: 462 shares; 2026Q1: 588 shares; 2026Q2: 96 shares; 2026Q3: 196 shares 196 $19.2K <0.01% +100 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 53 shares 53 $19.1K <0.01% +38 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 1 shares; 2025Q4: 117 shares; 2026Q1: 61 shares; 2026Q2: 137 shares; 2026Q3: 102 shares 102 $19K <0.01% -35 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 0 shares; 2025Q2: 321 shares; 2025Q3: 327 shares; 2025Q4: 764 shares; 2026Q1: 942 shares; 2026Q2: 624 shares; 2026Q3: 625 shares 625 $18.9K <0.01% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 322 shares; 2025Q2: 397 shares; 2025Q3: 407 shares; 2025Q4: 604 shares; 2026Q1: 498 shares; 2026Q2: 41 shares; 2026Q3: 223 shares 223 $18.8K <0.01% +182 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 93 shares 93 $18.8K <0.01% -21 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 6 shares; 2025Q3: 107 shares; 2025Q4: 174 shares; 2026Q1: 60 shares; 2026Q2: 127 shares; 2026Q3: 91 shares 91 $18.7K <0.01% -36 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; 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; 2026Q3: 15,000 shares 15,000 $18.4K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $18.4K <0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 1 shares; 2026Q1: 52 shares; 2026Q2: 84 shares; 2026Q3: 84 shares 84 $18.3K <0.01% 0 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 59 shares 59 $18.2K <0.01% +3 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 79 shares; 2025Q2: 19 shares; 2025Q3: 26 shares; 2025Q4: 498 shares; 2026Q1: 296 shares; 2026Q2: 312 shares; 2026Q3: 689 shares 689 $18.1K <0.01% +377 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 1 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $18.1K <0.01% 0 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 333 shares; 2026Q3: 333 shares 333 $18.1K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 41 shares; 2025Q3: 48 shares; 2025Q4: 5 shares; 2026Q1: 310 shares; 2026Q2: 313 shares; 2026Q3: 628 shares 628 $18K <0.01% +315 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 9 shares; 2025Q3: 15 shares; 2025Q4: 9 shares; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 285 shares 285 $18K <0.01% +281 Timeline QVCG QVC GROUP INC More: the full row for QVC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,300 shares 1,300 $17.9K <0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 307 shares; 2026Q3: 305 shares 305 $17.6K <0.01% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 623 shares; 2026Q3: 633 shares 633 $17.6K <0.01% +10 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; 2024Q4: 4 shares; 2025Q1: 114 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,331 shares; 2026Q1: 1,337 shares; 2026Q2: 1,418 shares; 2026Q3: 1,358 shares 1,358 $17.4K <0.01% -60 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 3 shares; 2025Q4: 95 shares; 2026Q1: 98 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $17.4K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404 shares; 2025Q1: 504 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $17.4K <0.01% 0 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; 2024Q4: 6 shares; 2025Q1: 86 shares; 2025Q2: 65 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 360 shares; 2026Q3: 204 shares 204 $17.4K <0.01% -156 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; 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; 2026Q3: 4,890 shares 4,890 $17.2K <0.01% -726 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 63 shares; 2025Q2: 62 shares; 2025Q3: 67 shares; 2025Q4: 87 shares; 2026Q1: 188 shares; 2026Q2: 115 shares; 2026Q3: 62 shares 62 $17.1K <0.01% -53 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; 2024Q4: 220 shares; 2025Q1: 398 shares; 2025Q2: 124 shares; 2025Q3: 160 shares; 2025Q4: 114 shares; 2026Q1: 255 shares; 2026Q2: 83 shares; 2026Q3: 61 shares 61 $17.1K <0.01% -22 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 59 shares; 2026Q2: 258 shares; 2026Q3: 312 shares 312 $17.1K <0.01% +54 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 848 shares 848 $17K <0.01% -4 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; 2024Q4: 381 shares; 2025Q1: 490 shares; 2025Q2: 323 shares; 2025Q3: 342 shares; 2025Q4: 698 shares; 2026Q1: 637 shares; 2026Q2: 354 shares; 2026Q3: 323 shares 323 $17K <0.01% -31 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 60 shares; 2026Q2: 144 shares; 2026Q3: 144 shares 144 $16.8K <0.01% 0 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 222 shares; 2026Q2: 185 shares; 2026Q3: 177 shares 177 $16.7K <0.01% -8 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; 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; 2026Q3: 2,000 shares 2,000 $16.7K <0.01% 0 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; 2024Q4: 0 shares; 2025Q1: 11 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 18 shares; 2026Q1: 96 shares; 2026Q2: 164 shares; 2026Q3: 103 shares 103 $16.6K <0.01% -61 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 0 shares; 2025Q4: 72 shares; 2026Q1: not reported; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $16.5K <0.01% 0 Timeline AMTB AMERANT BANCORP INC More: the full row for AMERANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 560 shares; 2025Q1: 562 shares; 2025Q2: 564 shares; 2025Q3: 565 shares; 2025Q4: 567 shares; 2026Q1: 569 shares; 2026Q2: 571 shares; 2026Q3: 572 shares 572 $16.4K <0.01% +1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 47 shares; 2025Q2: 0 shares; 2025Q3: 13 shares; 2025Q4: 211 shares; 2026Q1: 3 shares; 2026Q2: 172 shares; 2026Q3: 173 shares 173 $16.3K <0.01% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $16.3K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 110 shares; 2026Q2: 68 shares; 2026Q3: 74 shares 74 $16.2K <0.01% +6 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 110 shares; 2026Q1: 69 shares; 2026Q2: 24 shares; 2026Q3: 26 shares 26 $16.2K <0.01% +2 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; 2024Q4: 0 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares; 2026Q3: 180 shares 180 $16K <0.01% -106 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $16K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $15.9K <0.01% 0 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; 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; 2026Q3: 420 shares 420 $15.9K <0.01% -1,176 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186 shares; 2025Q1: 331 shares; 2025Q2: 239 shares; 2025Q3: 149 shares; 2025Q4: 144 shares; 2026Q1: 29 shares; 2026Q2: 455 shares; 2026Q3: 169 shares 169 $15.9K <0.01% -286 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 18 shares; 2025Q4: 42 shares; 2026Q1: 58 shares; 2026Q2: 37 shares; 2026Q3: 55 shares 55 $15.8K <0.01% +18 Timeline