SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,779 shares; 2024Q4: 80,924 shares; 2025Q1: 82,183 shares; 2025Q2: 89,188 shares; 2025Q3: 72,791 shares; 2025Q4: 72,298 shares; 2026Q1: 71,636 shares; 2026Q2: 207,400 shares 207,400 $51.6M 19.09% +135,764 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,113 shares; 2024Q4: 253,037 shares; 2025Q1: 245,195 shares; 2025Q2: 305,016 shares; 2025Q3: 273,761 shares; 2025Q4: 274,457 shares; 2026Q1: 296,575 shares; 2026Q2: 309,203 shares 309,203 $32.1M 11.88% +12,628 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,680 shares; 2024Q4: 10,780 shares; 2025Q1: 7,993 shares; 2025Q2: 7,551 shares; 2025Q3: 20,807 shares; 2025Q4: 20,823 shares; 2026Q1: 28,364 shares; 2026Q2: 27,890 shares 27,890 $19.2M 7.08% -474 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,736 shares; 2024Q4: 16,602 shares; 2025Q1: 18,425 shares; 2025Q2: 20,460 shares; 2025Q3: 20,950 shares; 2025Q4: 22,766 shares; 2026Q1: 24,642 shares; 2026Q2: 717,179 shares 717,179 $9.82M 3.63% +692,537 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,472 shares; 2024Q4: 171,432 shares; 2025Q1: 165,967 shares; 2025Q2: 161,934 shares; 2025Q3: 149,159 shares; 2025Q4: 148,646 shares; 2026Q1: 144,457 shares; 2026Q2: 141,232 shares 141,232 $9.65M 3.57% -3,225 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,874 shares; 2024Q4: 128,057 shares; 2025Q1: 130,305 shares; 2025Q2: 146,206 shares; 2025Q3: 94,838 shares; 2025Q4: 94,838 shares; 2026Q1: 110,149 shares; 2026Q2: 105,323 shares 105,323 $7.21M 2.67% -4,826 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,568 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,905 shares; 2026Q1: 96,132 shares; 2026Q2: 177,246 shares 177,246 $6.46M 2.39% +81,114 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,582 shares; 2024Q4: 68,941 shares; 2025Q1: 69,251 shares; 2025Q2: 74,110 shares; 2025Q3: 62,246 shares; 2025Q4: 65,760 shares; 2026Q1: 64,919 shares; 2026Q2: 65,026 shares 65,026 $6.27M 2.32% +107 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,301 shares; 2024Q4: 55,399 shares; 2025Q1: 56,704 shares; 2025Q2: 56,704 shares; 2025Q3: 77,330 shares; 2025Q4: 77,475 shares; 2026Q1: 77,935 shares; 2026Q2: 74,420 shares 74,420 $6.16M 2.28% -3,515 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 5,149 shares; 2025Q1: 4,992 shares; 2025Q2: 4,922 shares; 2025Q3: 3,328 shares; 2025Q4: 3,670 shares; 2026Q1: 5,028 shares; 2026Q2: 8,382 shares 8,382 $6.14M 2.27% +3,354 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,884 shares; 2024Q4: 79,560 shares; 2025Q1: 71,020 shares; 2025Q2: 75,159 shares; 2025Q3: 65,487 shares; 2025Q4: 61,861 shares; 2026Q1: 58,492 shares; 2026Q2: 69,714 shares 69,714 $5.3M 1.96% +11,222 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,427 shares; 2024Q4: 125,658 shares; 2025Q1: 121,928 shares; 2025Q2: 53,125 shares; 2025Q3: 50,602 shares; 2025Q4: 50,323 shares; 2026Q1: 57,931 shares; 2026Q2: 54,020 shares 54,020 $5.22M 1.93% -3,911 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,131 shares; 2024Q4: 35,131 shares; 2025Q1: 35,616 shares; 2025Q2: 36,436 shares; 2025Q3: 34,851 shares; 2025Q4: 34,511 shares; 2026Q1: 35,326 shares; 2026Q2: 31,896 shares 31,896 $5.17M 1.91% -3,430 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,872 shares; 2024Q4: 31,856 shares; 2025Q1: 35,989 shares; 2025Q2: 37,855 shares; 2025Q3: 50,368 shares; 2025Q4: 50,499 shares; 2026Q1: 49,873 shares; 2026Q2: 50,463 shares 50,463 $5.16M 1.91% +590 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,366 shares; 2024Q4: 48,218 shares; 2025Q1: 49,568 shares; 2025Q2: 52,478 shares; 2025Q3: 32,600 shares; 2025Q4: 32,520 shares; 2026Q1: 56,396 shares; 2026Q2: 84,507 shares 84,507 $5.04M 1.87% +28,111 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,171 shares; 2024Q4: 24,862 shares; 2025Q1: 45,227 shares; 2025Q2: 86,497 shares; 2025Q3: 88,267 shares; 2025Q4: 88,972 shares; 2026Q1: 88,542 shares; 2026Q2: 141,377 shares 141,377 $4.89M 1.81% +52,835 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,025 shares; 2024Q4: 15,909 shares; 2025Q1: 15,909 shares; 2025Q2: 14,269 shares; 2025Q3: 16,589 shares; 2025Q4: 16,589 shares; 2026Q1: 17,039 shares; 2026Q2: 39,578 shares 39,578 $4.32M 1.6% +22,539 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,943 shares; 2025Q4: 216,943 shares; 2026Q1: 226,903 shares; 2026Q2: 226,903 shares 226,903 $4.21M 1.56% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 6 shares; 2026Q2: 5 shares 5 $3.74M 1.38% -1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,901 shares; 2024Q4: 3,171 shares; 2025Q1: 3,767 shares; 2025Q2: 4,104 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 4,315 shares; 2026Q2: 4,920 shares 4,920 $3.68M 1.36% +605 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,912 shares; 2024Q4: 27,259 shares; 2025Q1: 27,342 shares; 2025Q2: 26,332 shares; 2025Q3: 24,947 shares; 2025Q4: 24,357 shares; 2026Q1: 24,295 shares; 2026Q2: 22,090 shares 22,090 $3.51M 1.3% -2,205 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,614 shares; 2024Q4: 39,904 shares; 2025Q1: 39,794 shares; 2025Q2: 36,846 shares; 2025Q3: 38,201 shares; 2025Q4: 41,009 shares; 2026Q1: 40,919 shares; 2026Q2: 41,754 shares 41,754 $3.34M 1.23% +835 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,050 shares; 2024Q4: 16,050 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares; 2025Q4: 16,050 shares; 2026Q1: 16,050 shares; 2026Q2: 43,850 shares 43,850 $3.12M 1.16% +27,800 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,012 shares; 2025Q4: 30,012 shares; 2026Q1: 32,052 shares; 2026Q2: 32,052 shares 32,052 $3.03M 1.12% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: 4,630 shares; 2025Q1: 4,736 shares; 2025Q2: 4,736 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 5,096 shares; 2026Q2: 11,481 shares 11,481 $2.5M 0.93% +6,385 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: 6,863 shares; 2025Q1: 5,435 shares; 2025Q2: 8,875 shares; 2025Q3: 11,795 shares; 2025Q4: 11,795 shares; 2026Q1: 11,795 shares; 2026Q2: 11,795 shares 11,795 $1.86M 0.69% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,910 shares; 2024Q4: 11,338 shares; 2025Q1: 11,338 shares; 2025Q2: 9,734 shares; 2025Q3: 7,656 shares; 2025Q4: 7,656 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $1.84M 0.68% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,823 shares 4,823 $1.78M 0.66% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 4,233 shares; 2026Q2: 4,508 shares 4,508 $1.68M 0.62% +275 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,024 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 7,218 shares; 2026Q2: 7,218 shares 7,218 $1.58M 0.59% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 14,571 shares; 2025Q1: 8,571 shares; 2025Q2: 7,831 shares; 2025Q3: 7,831 shares; 2025Q4: 7,831 shares; 2026Q1: 7,831 shares; 2026Q2: 7,391 shares 7,391 $1.47M 0.55% -440 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,122 shares; 2024Q4: 9,122 shares; 2025Q1: 22,852 shares; 2025Q2: 22,852 shares; 2025Q3: 22,852 shares; 2025Q4: 22,852 shares; 2026Q1: 22,852 shares; 2026Q2: 53,252 shares 53,252 $1.45M 0.54% +30,400 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,855 shares; 2024Q4: 23,445 shares; 2025Q1: 22,738 shares; 2025Q2: 22,698 shares; 2025Q3: 22,488 shares; 2025Q4: 22,348 shares; 2026Q1: 24,792 shares; 2026Q2: 26,866 shares 26,866 $1.44M 0.53% +2,074 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 1,130 shares; 2025Q1: 1,034 shares; 2025Q2: 2,050 shares; 2025Q3: 2,243 shares; 2025Q4: 2,672 shares; 2026Q1: 2,672 shares; 2026Q2: 2,772 shares 2,772 $1.39M 0.51% +100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,769 shares; 2024Q4: 16,769 shares; 2025Q1: 18,011 shares; 2025Q2: 18,052 shares; 2025Q3: 18,052 shares; 2025Q4: 18,052 shares; 2026Q1: 18,052 shares; 2026Q2: 17,068 shares 17,068 $1.32M 0.49% -984 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,259 shares; 2024Q4: 13,939 shares; 2025Q1: 13,237 shares; 2025Q2: 9,373 shares; 2025Q3: 4,000 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares; 2026Q2: 5,836 shares 5,836 $1.24M 0.46% +1,351 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,167 shares; 2024Q4: 26,167 shares; 2025Q1: 26,167 shares; 2025Q2: 26,167 shares; 2025Q3: 26,668 shares; 2025Q4: 26,668 shares; 2026Q1: 26,668 shares; 2026Q2: 26,668 shares 26,668 $1.23M 0.46% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,288 shares; 2026Q1: 6,288 shares; 2026Q2: 28,167 shares 28,167 $1.15M 0.42% +21,879 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares; 2026Q2: 22,465 shares 22,465 $1.11M 0.41% +17,000 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,522 shares 29,522 $1.09M 0.4% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,660 shares 1,660 $1.06M 0.39% +322 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,448 shares; 2024Q4: 12,143 shares; 2025Q1: 13,047 shares; 2025Q2: 12,957 shares; 2025Q3: 11,990 shares; 2025Q4: 21,640 shares; 2026Q1: 22,610 shares; 2026Q2: 23,220 shares 23,220 $1.05M 0.39% +610 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,129 shares; 2024Q4: 18,129 shares; 2025Q1: 18,129 shares; 2025Q2: 18,129 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $1.04M 0.39% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 5,198 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,773 shares; 2026Q2: 2,923 shares 2,923 $1.03M 0.38% -850 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,633 shares 12,633 $967K 0.36% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 9,572 shares; 2025Q1: 9,572 shares; 2025Q2: 15,460 shares; 2025Q3: 15,640 shares; 2025Q4: 15,640 shares; 2026Q1: 16,640 shares; 2026Q2: 18,065 shares 18,065 $947K 0.35% +1,425 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,819 shares; 2025Q4: 5,573 shares; 2026Q1: 4,572 shares; 2026Q2: 4,737 shares 4,737 $902K 0.33% +165 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,747 shares; 2026Q2: 8,747 shares 8,747 $826K 0.31% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,504 shares; 2024Q4: 8,504 shares; 2025Q1: 8,504 shares; 2025Q2: 8,504 shares; 2025Q3: 8,504 shares; 2025Q4: 8,504 shares; 2026Q1: 8,504 shares; 2026Q2: 8,504 shares 8,504 $809K 0.3% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,180 shares; 2024Q4: 18,180 shares; 2025Q1: 18,180 shares; 2025Q2: 18,180 shares; 2025Q3: 18,180 shares; 2025Q4: 18,180 shares; 2026Q1: 18,180 shares; 2026Q2: 18,180 shares 18,180 $752K 0.28% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 13,391 shares; 2026Q2: 8,366 shares 8,366 $741K 0.27% -5,025 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,152 shares; 2025Q3: 9,015 shares; 2025Q4: 9,015 shares; 2026Q1: 9,015 shares; 2026Q2: 9,015 shares 9,015 $731K 0.27% 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; 2024Q3: 2,368 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 1,352 shares; 2026Q2: 1,352 shares 1,352 $707K 0.26% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,028 shares; 2026Q1: 2,278 shares; 2026Q2: 3,790 shares 3,790 $658K 0.24% +1,512 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,760 shares; 2025Q2: 6,550 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 8,273 shares; 2026Q2: 12,843 shares 12,843 $655K 0.24% +4,570 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,773 shares; 2024Q4: 19,192 shares; 2025Q1: 20,703 shares; 2025Q2: 20,764 shares; 2025Q3: 20,764 shares; 2025Q4: 20,764 shares; 2026Q1: 21,554 shares; 2026Q2: 10,374 shares 10,374 $645K 0.24% -11,180 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,564 shares; 2024Q4: 16,454 shares; 2025Q1: 16,454 shares; 2025Q2: 16,454 shares; 2025Q3: 16,454 shares; 2025Q4: 19,584 shares; 2026Q1: 17,784 shares; 2026Q2: 13,594 shares 13,594 $633K 0.23% -4,190 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,048 shares; 2024Q4: 4,048 shares; 2025Q1: 4,293 shares; 2025Q2: 4,304 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,048 shares 4,048 $600K 0.22% -181 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,786 shares 8,786 $585K 0.22% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $579K 0.21% new Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,550 shares; 2026Q2: 9,550 shares 9,550 $550K 0.2% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares; 2026Q2: 4,640 shares 4,640 $544K 0.2% +2,320 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 6,249 shares; 2025Q1: 6,369 shares; 2025Q2: 6,379 shares; 2025Q3: 6,779 shares; 2025Q4: 7,029 shares; 2026Q1: 6,189 shares; 2026Q2: 6,479 shares 6,479 $538K 0.2% +290 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,881 shares 6,881 $530K 0.2% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $527K 0.19% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,080 shares 3,080 $526K 0.19% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,031 shares; 2024Q4: 6,606 shares; 2025Q1: 6,736 shares; 2025Q2: 7,306 shares; 2025Q3: 7,266 shares; 2025Q4: 15,486 shares; 2026Q1: 11,586 shares; 2026Q2: 9,670 shares 9,670 $514K 0.19% -1,916 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,016 shares; 2026Q2: 10,016 shares 10,016 $503K 0.19% 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; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,478 shares 2,478 $502K 0.19% 0 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,020 shares; 2026Q2: 16,020 shares 16,020 $501K 0.19% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,281 shares; 2025Q4: 11,545 shares; 2026Q1: 11,545 shares; 2026Q2: 11,545 shares 11,545 $498K 0.18% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 4,542 shares; 2025Q1: 4,542 shares; 2025Q2: 5,027 shares; 2025Q3: 4,639 shares; 2025Q4: 4,639 shares; 2026Q1: 4,639 shares; 2026Q2: 4,639 shares 4,639 $475K 0.18% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,128 shares; 2024Q4: 29,128 shares; 2025Q1: 29,128 shares; 2025Q2: 29,128 shares; 2025Q3: 29,128 shares; 2025Q4: 29,128 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $460K 0.17% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares; 2026Q2: 7,159 shares 7,159 $435K 0.16% 0 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; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 10,176 shares; 2025Q4: 10,176 shares; 2026Q1: 10,176 shares; 2026Q2: 13,600 shares 13,600 $404K 0.15% +3,424 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,006 shares; 2024Q4: 5,961 shares; 2025Q1: 5,621 shares; 2025Q2: 5,590 shares; 2025Q3: 5,400 shares; 2025Q4: 5,205 shares; 2026Q1: 5,050 shares; 2026Q2: 4,855 shares 4,855 $401K 0.15% -195 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,925 shares 2,925 $385K 0.14% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,199 shares 3,199 $376K 0.14% new Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,455 shares; 2026Q2: 4,455 shares 4,455 $356K 0.13% 0 Timeline PSMD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,524 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 10,369 shares; 2026Q2: 10,369 shares 10,369 $356K 0.13% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,340 shares; 2024Q4: 9,340 shares; 2025Q1: 9,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,620 shares 16,620 $341K 0.13% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,915 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares 5,950 $328K 0.12% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $323K 0.12% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,457 shares; 2026Q2: 7,457 shares 7,457 $315K 0.12% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,229 shares; 2025Q4: 3,229 shares; 2026Q1: 3,229 shares; 2026Q2: 3,229 shares 3,229 $301K 0.11% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares; 2026Q1: 6,422 shares; 2026Q2: 6,422 shares 6,422 $294K 0.11% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $294K 0.11% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,973 shares; 2024Q4: 12,473 shares; 2025Q1: 12,473 shares; 2025Q2: 5,920 shares; 2025Q3: 13,710 shares; 2025Q4: 13,710 shares; 2026Q1: 9,007 shares; 2026Q2: 9,007 shares 9,007 $285K 0.11% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,376 shares; 2024Q4: 17,376 shares; 2025Q1: 17,376 shares; 2025Q2: 17,376 shares; 2025Q3: 17,376 shares; 2025Q4: 17,376 shares; 2026Q1: 17,376 shares; 2026Q2: 17,376 shares 17,376 $277K 0.1% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,570 shares 3,570 $272K 0.1% new Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,315 shares 8,315 $268K 0.1% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,167 shares; 2026Q2: 3,167 shares 3,167 $259K 0.1% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $258K 0.1% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,083 shares 1,083 $258K 0.1% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $249K 0.09% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,146 shares 3,146 $249K 0.09% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 654 shares 654 $234K 0.09% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,463 shares 6,463 $234K 0.09% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,650 shares; 2024Q4: 48,650 shares; 2025Q1: 48,650 shares; 2025Q2: 48,650 shares; 2025Q3: 48,650 shares; 2025Q4: 48,650 shares; 2026Q1: 48,650 shares; 2026Q2: 48,650 shares 48,650 $229K 0.08% 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; 2024Q3: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,860 shares; 2026Q2: 13,860 shares 13,860 $227K 0.08% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,524 shares; 2024Q4: 6,524 shares; 2025Q1: 6,524 shares; 2025Q2: 4,707 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,315 shares 4,315 $213K 0.08% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,260 shares; 2025Q4: 12,260 shares; 2026Q1: 12,260 shares; 2026Q2: 3,750 shares 3,750 $212K 0.08% -8,510 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $200K 0.07% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,718 shares; 2026Q2: 671,800 shares 671,800 $174K 0.06% +665,082 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 438,000 shares 438,000 $167K 0.06% new Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $136K 0.05% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $20.5K 0.01% new Timeline