QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,285 shares; 2025Q2: 199,365 shares; 2025Q3: 198,336 shares; 2025Q4: 193,159 shares; 2026Q1: 194,905 shares; 2026Q2: 191,528 shares 191,528 $58M 5.63% -3,377 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130,069 shares; 2024Q4: 814,120 shares; 2025Q1: 823,945 shares; 2025Q2: 954,525 shares; 2025Q3: 964,747 shares; 2025Q4: 964,057 shares; 2026Q1: 929,592 shares; 2026Q2: 913,380 shares 913,380 $52.8M 5.12% -16,212 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: 394,632 shares; 2025Q2: 359,042 shares; 2025Q3: 640,169 shares; 2025Q4: 624,486 shares; 2026Q1: 1,004,638 shares; 2026Q2: 852,080 shares 852,080 $42.8M 4.15% -152,558 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,719 shares; 2024Q4: 220,444 shares; 2025Q1: 32,796 shares; 2025Q2: 435,897 shares; 2025Q3: 380,108 shares; 2025Q4: 381,591 shares; 2026Q1: 391,581 shares; 2026Q2: 401,268 shares 401,268 $41M 3.98% +9,687 Timeline EMLP 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: 975,962 shares; 2024Q4: 962,750 shares; 2025Q1: 955,526 shares; 2025Q2: 925,969 shares; 2025Q3: 581,898 shares; 2025Q4: 572,085 shares; 2026Q1: 958,838 shares; 2026Q2: 933,490 shares 933,490 $40.6M 3.94% -25,348 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,787 shares; 2024Q4: 456,696 shares; 2025Q1: 645,388 shares; 2025Q2: 1,058,660 shares; 2025Q3: 968,781 shares; 2025Q4: 1,002,268 shares; 2026Q1: 821,155 shares; 2026Q2: 831,674 shares 831,674 $35.9M 3.48% +10,519 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,269 shares; 2024Q4: 104,975 shares; 2025Q1: 104,687 shares; 2025Q2: 94,072 shares; 2025Q3: 95,714 shares; 2025Q4: 95,645 shares; 2026Q1: 107,743 shares; 2026Q2: 105,263 shares 105,263 $30.5M 2.95% -2,480 Timeline SCHP 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: 353,875 shares; 2024Q4: 714,017 shares; 2025Q1: 1,433,926 shares; 2025Q2: 985,041 shares; 2025Q3: 1,009,579 shares; 2025Q4: 1,037,771 shares; 2026Q1: 1,070,411 shares; 2026Q2: 1,108,301 shares 1,108,301 $29.4M 2.85% +37,890 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,804 shares; 2024Q4: 289,498 shares; 2025Q1: 169,455 shares; 2025Q2: 51,371 shares; 2025Q3: 112,159 shares; 2025Q4: 159,389 shares; 2026Q1: 25,943 shares; 2026Q2: 300,149 shares 300,149 $27.5M 2.67% +274,206 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788,477 shares; 2025Q4: 1,213,854 shares; 2026Q1: 1,168,854 shares; 2026Q2: 1,260,525 shares 1,260,525 $27.2M 2.64% +91,671 Timeline VHT 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: 49,882 shares; 2024Q4: 3,167 shares; 2025Q1: 55,295 shares; 2025Q2: 58,812 shares; 2025Q3: 9,904 shares; 2025Q4: 6,970 shares; 2026Q1: 5,742 shares; 2026Q2: 81,445 shares 81,445 $24.4M 2.36% +75,703 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,296 shares; 2025Q3: 90,256 shares; 2025Q4: 44,220 shares; 2026Q1: 175,067 shares; 2026Q2: 218,940 shares 218,940 $21.9M 2.13% +43,873 Timeline SPMB 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: 649,675 shares; 2024Q4: 746,474 shares; 2025Q1: 786,676 shares; 2025Q2: 809,137 shares; 2025Q3: 831,705 shares; 2025Q4: 852,979 shares; 2026Q1: 862,594 shares; 2026Q2: 885,863 shares 885,863 $19.8M 1.92% +23,269 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,586 shares; 2024Q4: 9,577 shares; 2025Q1: 9,568 shares; 2025Q2: 10,481 shares; 2025Q3: 13,802 shares; 2025Q4: 12,693 shares; 2026Q1: 11,788 shares; 2026Q2: 15,312 shares 15,312 $18.4M 1.78% +3,524 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,851 shares; 2025Q2: not reported; 2025Q3: 290,045 shares; 2025Q4: 345,718 shares; 2026Q1: 213,796 shares; 2026Q2: 232,582 shares 232,582 $18M 1.74% +18,786 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,367 shares; 2025Q3: 245,973 shares; 2025Q4: 247,497 shares; 2026Q1: 255,977 shares; 2026Q2: 253,259 shares 253,259 $14.9M 1.45% -2,718 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,783 shares; 2025Q3: 129,975 shares; 2025Q4: 211,750 shares; 2026Q1: 275,103 shares; 2026Q2: 284,363 shares 284,363 $14.4M 1.4% +9,260 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,212 shares; 2026Q2: 257,074 shares 257,074 $14.4M 1.4% +139,862 Timeline MCHS MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 261,458 shares 261,458 $13.8M 1.33% new Timeline QNDX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506,601 shares 506,601 $12.6M 1.23% new 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: 76,440 shares; 2024Q4: 77,290 shares; 2025Q1: 65,164 shares; 2025Q2: 63,199 shares; 2025Q3: 55,603 shares; 2025Q4: 55,736 shares; 2026Q1: 47,985 shares; 2026Q2: 52,610 shares 52,610 $12.5M 1.22% +4,625 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,555 shares; 2024Q4: 52,134 shares; 2025Q1: not reported; 2025Q2: 70,377 shares; 2025Q3: not reported; 2025Q4: 165,754 shares; 2026Q1: 184,232 shares; 2026Q2: 161,570 shares 161,570 $12.1M 1.17% -22,662 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,098 shares; 2024Q4: 28,341 shares; 2025Q1: 27,286 shares; 2025Q2: 76,595 shares; 2025Q3: 124,921 shares; 2025Q4: 142,171 shares; 2026Q1: 33,901 shares; 2026Q2: 74,627 shares 74,627 $11.8M 1.15% +40,726 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,962 shares; 2026Q2: 17,606 shares 17,606 $11M 1.07% +3,644 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,101 shares; 2024Q4: 573,291 shares; 2025Q1: 873,379 shares; 2025Q2: 886,670 shares; 2025Q3: 1,638,344 shares; 2025Q4: 1,688,014 shares; 2026Q1: 1,732,772 shares; 2026Q2: 1,231,070 shares 1,231,070 $10.6M 1.03% -501,702 Timeline TUA 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: 233,211 shares; 2024Q4: 243,918 shares; 2025Q1: 836,796 shares; 2025Q2: 819,942 shares; 2025Q3: 840,646 shares; 2025Q4: 853,327 shares; 2026Q1: 663,501 shares; 2026Q2: 513,278 shares 513,278 $10.5M 1.02% -150,223 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: 41,394 shares; 2024Q4: 42,798 shares; 2025Q1: 35,992 shares; 2025Q2: 56,759 shares; 2025Q3: 43,737 shares; 2025Q4: 44,165 shares; 2026Q1: 54,709 shares; 2026Q2: 46,418 shares 46,418 $9.29M 0.9% -8,291 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,258 shares; 2024Q4: 18,096 shares; 2025Q1: 22,543 shares; 2025Q2: 25,386 shares; 2025Q3: 28,997 shares; 2025Q4: 20,135 shares; 2026Q1: 17,063 shares; 2026Q2: 18,392 shares 18,392 $8.78M 0.85% +1,329 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,763 shares; 2024Q4: 356,763 shares; 2025Q1: 356,763 shares; 2025Q2: 356,763 shares; 2025Q3: 356,763 shares; 2025Q4: 356,763 shares; 2026Q1: 356,763 shares; 2026Q2: 356,763 shares 356,763 $8.71M 0.85% 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: 43,126 shares; 2024Q4: not reported; 2025Q1: 95,275 shares; 2025Q2: 76,904 shares; 2025Q3: not reported; 2025Q4: 105,405 shares; 2026Q1: 114,822 shares; 2026Q2: 165,943 shares 165,943 $8.2M 0.79% +51,121 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,883 shares; 2024Q4: 27,708 shares; 2025Q1: 25,536 shares; 2025Q2: 30,802 shares; 2025Q3: 31,171 shares; 2025Q4: 30,110 shares; 2026Q1: 25,041 shares; 2026Q2: 21,240 shares 21,240 $7.92M 0.77% -3,801 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,245 shares; 2024Q4: 53,896 shares; 2025Q1: 104,788 shares; 2025Q2: 85,392 shares; 2025Q3: 5,193 shares; 2025Q4: 6,330 shares; 2026Q1: 102,280 shares; 2026Q2: 157,345 shares 157,345 $7.77M 0.75% +55,065 Timeline EWJV 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: 176,673 shares 176,673 $7.77M 0.75% new Timeline IYZ 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: 122,337 shares; 2025Q4: not reported; 2026Q1: 130,765 shares; 2026Q2: 179,776 shares 179,776 $7.61M 0.74% +49,011 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,021 shares; 2025Q2: 12,593 shares; 2025Q3: 5,183 shares; 2025Q4: 8,867 shares; 2026Q1: 5,972 shares; 2026Q2: 6,470 shares 6,470 $7.47M 0.72% +498 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,051 shares; 2024Q4: 18,209 shares; 2025Q1: 16,385 shares; 2025Q2: 17,932 shares; 2025Q3: 25,466 shares; 2025Q4: 25,659 shares; 2026Q1: 19,910 shares; 2026Q2: 25,963 shares 25,963 $6.53M 0.63% +6,053 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310,118 shares; 2025Q2: 174,597 shares; 2025Q3: 177,705 shares; 2025Q4: 177,688 shares; 2026Q1: 176,506 shares; 2026Q2: 178,176 shares 178,176 $6.42M 0.62% +1,670 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,796 shares; 2024Q4: 20,682 shares; 2025Q1: 19,804 shares; 2025Q2: 19,668 shares; 2025Q3: 19,319 shares; 2025Q4: 19,330 shares; 2026Q1: 18,834 shares; 2026Q2: 18,682 shares 18,682 $6.12M 0.59% -152 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,295 shares; 2024Q4: 205,019 shares; 2025Q1: 241,853 shares; 2025Q2: 228,517 shares; 2025Q3: 228,377 shares; 2025Q4: 223,610 shares; 2026Q1: 210,351 shares; 2026Q2: 205,124 shares 205,124 $5.94M 0.58% -5,227 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,141 shares; 2025Q1: 3,764 shares; 2025Q2: 2,711 shares; 2025Q3: 1,274 shares; 2025Q4: 4,041 shares; 2026Q1: 5,582 shares; 2026Q2: 4,900 shares 4,900 $5.76M 0.56% -682 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,624 shares; 2024Q4: 74,307 shares; 2025Q1: 71,303 shares; 2025Q2: 57,365 shares; 2025Q3: 241,994 shares; 2025Q4: 215,678 shares; 2026Q1: 210,692 shares; 2026Q2: 200,092 shares 200,092 $5.65M 0.55% -10,600 Timeline RONB BARON ETF TR More: the full row for BARON 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: not reported; 2026Q2: 231,295 shares 231,295 $5.64M 0.55% new 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: 32,211 shares; 2024Q4: 31,680 shares; 2025Q1: 22,771 shares; 2025Q2: 24,515 shares; 2025Q3: 25,770 shares; 2025Q4: 21,904 shares; 2026Q1: 20,924 shares; 2026Q2: 15,695 shares 15,695 $5.55M 0.54% -5,229 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,916 shares; 2024Q4: 50,285 shares; 2025Q1: 4,115 shares; 2025Q2: 50,724 shares; 2025Q3: 50,765 shares; 2025Q4: 49,333 shares; 2026Q1: 48,382 shares; 2026Q2: 7,744 shares 7,744 $5.08M 0.49% -40,638 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,323 shares; 2025Q4: not reported; 2026Q1: 65,929 shares; 2026Q2: 55,524 shares 55,524 $5.07M 0.49% -10,405 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,594 shares; 2024Q4: 83,614 shares; 2025Q1: 95,621 shares; 2025Q2: 111,430 shares; 2025Q3: 82,929 shares; 2025Q4: 43,765 shares; 2026Q1: 63,024 shares; 2026Q2: 92,584 shares 92,584 $4.99M 0.48% +29,560 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 3,914 shares; 2025Q1: 3,696 shares; 2025Q2: 3,452 shares; 2025Q3: 3,155 shares; 2025Q4: 3,256 shares; 2026Q1: 5,903 shares; 2026Q2: 5,804 shares 5,804 $4.33M 0.42% -99 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,283 shares; 2024Q4: 62,446 shares; 2025Q1: 146,497 shares; 2025Q2: 142,895 shares; 2025Q3: 142,859 shares; 2025Q4: 148,069 shares; 2026Q1: 150,817 shares; 2026Q2: 148,044 shares 148,044 $4.1M 0.4% -2,773 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: 41,568 shares; 2024Q4: 41,377 shares; 2025Q1: 6,172 shares; 2025Q2: 6,107 shares; 2025Q3: 5,790 shares; 2025Q4: 5,714 shares; 2026Q1: 5,722 shares; 2026Q2: 5,438 shares 5,438 $4M 0.39% -284 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,936 shares; 2025Q3: 5,906 shares; 2025Q4: 6,235 shares; 2026Q1: 6,405 shares; 2026Q2: 6,405 shares 6,405 $3.59M 0.35% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 8,689 shares; 2026Q1: 4,294 shares; 2026Q2: 7,126 shares 7,126 $3.57M 0.35% +2,832 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,897 shares; 2024Q4: 26,008 shares; 2025Q1: 25,896 shares; 2025Q2: 25,698 shares; 2025Q3: 25,624 shares; 2025Q4: 25,535 shares; 2026Q1: 25,500 shares; 2026Q2: 25,521 shares 25,521 $3.49M 0.34% +21 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,641 shares; 2024Q4: 13,192 shares; 2025Q1: 13,838 shares; 2025Q2: 13,529 shares; 2025Q3: 17,244 shares; 2025Q4: 13,911 shares; 2026Q1: 13,548 shares; 2026Q2: 13,727 shares 13,727 $3.49M 0.34% +179 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,091 shares; 2024Q4: 47,500 shares; 2025Q1: 41,323 shares; 2025Q2: 39,660 shares; 2025Q3: 40,043 shares; 2025Q4: 41,268 shares; 2026Q1: 45,074 shares; 2026Q2: 44,159 shares 44,159 $3.44M 0.33% -915 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,933 shares; 2025Q1: 2,403 shares; 2025Q2: 4,091 shares; 2025Q3: 6,213 shares; 2025Q4: 1,721 shares; 2026Q1: 1,125 shares; 2026Q2: 7,788 shares 7,788 $3.24M 0.31% +6,663 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,612 shares; 2024Q4: 9,172 shares; 2025Q1: 6,966 shares; 2025Q2: 7,092 shares; 2025Q3: 6,642 shares; 2025Q4: 6,642 shares; 2026Q1: 5,779 shares; 2026Q2: 5,682 shares 5,682 $3.2M 0.31% -97 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,768 shares 42,768 $3.16M 0.31% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,811 shares; 2025Q1: not reported; 2025Q2: 16,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,193 shares; 2026Q2: 10,318 shares 10,318 $3.12M 0.3% -875 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,196 shares; 2024Q4: 22,844 shares; 2025Q1: 22,541 shares; 2025Q2: 22,062 shares; 2025Q3: 21,921 shares; 2025Q4: 21,374 shares; 2026Q1: 21,174 shares; 2026Q2: 21,630 shares 21,630 $3.08M 0.3% +456 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: 6,067 shares; 2024Q4: 5,997 shares; 2025Q1: 6,007 shares; 2025Q2: 6,022 shares; 2025Q3: 6,123 shares; 2025Q4: 6,006 shares; 2026Q1: 5,987 shares; 2026Q2: 5,987 shares 5,987 $3M 0.29% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 4,132 shares; 2025Q1: 3,001 shares; 2025Q2: 10,804 shares; 2025Q3: 5,680 shares; 2025Q4: 13,357 shares; 2026Q1: 10,630 shares; 2026Q2: 15,425 shares 15,425 $2.94M 0.28% +4,795 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,774 shares; 2024Q4: 11,178 shares; 2025Q1: 15,450 shares; 2025Q2: 24,667 shares; 2025Q3: 13,516 shares; 2025Q4: 9,806 shares; 2026Q1: 13,838 shares; 2026Q2: 7,603 shares 7,603 $2.87M 0.28% -6,235 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: not reported; 2024Q4: not reported; 2025Q1: 21,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,899 shares; 2026Q1: not reported; 2026Q2: 34,517 shares 34,517 $2.87M 0.28% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,268 shares; 2024Q4: 22,915 shares; 2025Q1: 22,754 shares; 2025Q2: 23,172 shares; 2025Q3: 23,215 shares; 2025Q4: 23,431 shares; 2026Q1: 22,664 shares; 2026Q2: 23,858 shares 23,858 $2.8M 0.27% +1,194 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: 7,257 shares; 2024Q4: 7,268 shares; 2025Q1: 7,247 shares; 2025Q2: 8,168 shares; 2025Q3: 7,921 shares; 2025Q4: 7,952 shares; 2026Q1: 7,521 shares; 2026Q2: 7,515 shares 7,515 $2.69M 0.26% -6 Timeline BHYP BITWISE HYPERLIQUID ETF More: the full row for BITWISE HYPERLIQUID ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,615 shares 70,615 $2.6M 0.25% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,374 shares; 2024Q4: 14,033 shares; 2025Q1: 14,339 shares; 2025Q2: 22,890 shares; 2025Q3: 23,686 shares; 2025Q4: 25,100 shares; 2026Q1: 20,877 shares; 2026Q2: 21,734 shares 21,734 $2.59M 0.25% +857 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; 2024Q3: 6,754 shares; 2024Q4: 6,721 shares; 2025Q1: 6,614 shares; 2025Q2: 6,502 shares; 2025Q3: 6,549 shares; 2025Q4: 6,550 shares; 2026Q1: 6,393 shares; 2026Q2: 6,344 shares 6,344 $2.58M 0.25% -49 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 811 shares; 2025Q3: 830 shares; 2025Q4: 827 shares; 2026Q1: 799 shares; 2026Q2: 8,035 shares 8,035 $2.42M 0.24% +7,236 Timeline PSEP 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: 56,854 shares; 2024Q4: 55,135 shares; 2025Q1: 51,908 shares; 2025Q2: 51,908 shares; 2025Q3: 51,787 shares; 2025Q4: 51,787 shares; 2026Q1: 51,692 shares; 2026Q2: 51,692 shares 51,692 $2.38M 0.23% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,717 shares; 2024Q4: 24,685 shares; 2025Q1: 25,043 shares; 2025Q2: 21,422 shares; 2025Q3: 27,237 shares; 2025Q4: 27,949 shares; 2026Q1: 18,864 shares; 2026Q2: 18,355 shares 18,355 $2.36M 0.23% -509 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 7,190 shares; 2025Q1: 6,990 shares; 2025Q2: 9,441 shares; 2025Q3: 8,624 shares; 2025Q4: 13,510 shares; 2026Q1: 7,875 shares; 2026Q2: 10,884 shares 10,884 $2.36M 0.23% +3,009 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,064 shares; 2024Q4: 10,064 shares; 2025Q1: 9,681 shares; 2025Q2: 9,681 shares; 2025Q3: 9,681 shares; 2025Q4: 9,982 shares; 2026Q1: 43,594 shares; 2026Q2: 49,166 shares 49,166 $2.34M 0.23% +5,572 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,428 shares; 2025Q2: 18,261 shares; 2025Q3: 18,426 shares; 2025Q4: 14,697 shares; 2026Q1: 21,351 shares; 2026Q2: 32,955 shares 32,955 $2.26M 0.22% +11,604 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,176 shares; 2025Q1: 2,169 shares; 2025Q2: 2,180 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: not reported; 2026Q2: 18,640 shares 18,640 $2.19M 0.21% new Timeline VPU 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: 115,030 shares; 2024Q4: 116,704 shares; 2025Q1: 120,754 shares; 2025Q2: 123,394 shares; 2025Q3: 14,519 shares; 2025Q4: 13,808 shares; 2026Q1: 11,161 shares; 2026Q2: 11,202 shares 11,202 $2.19M 0.21% +41 Timeline SHM 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: 89,327 shares; 2024Q4: 69,276 shares; 2025Q1: 70,252 shares; 2025Q2: 62,737 shares; 2025Q3: 53,242 shares; 2025Q4: 53,600 shares; 2026Q1: 46,930 shares; 2026Q2: 45,484 shares 45,484 $2.18M 0.21% -1,446 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,422 shares 3,422 $2.17M 0.21% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,944 shares; 2024Q4: 16,173 shares; 2025Q1: 47,381 shares; 2025Q2: 18,364 shares; 2025Q3: 57,816 shares; 2025Q4: 16,980 shares; 2026Q1: 15,158 shares; 2026Q2: 15,192 shares 15,192 $2.12M 0.21% +34 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,339 shares; 2024Q4: 8,393 shares; 2025Q1: 8,155 shares; 2025Q2: 8,087 shares; 2025Q3: 7,995 shares; 2025Q4: 7,874 shares; 2026Q1: 7,476 shares; 2026Q2: 7,387 shares 7,387 $2.08M 0.2% -89 Timeline SPIP 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: 16,215 shares; 2024Q4: 19,446 shares; 2025Q1: 56,941 shares; 2025Q2: 61,824 shares; 2025Q3: 68,405 shares; 2025Q4: 68,307 shares; 2026Q1: 75,321 shares; 2026Q2: 79,400 shares 79,400 $2.04M 0.2% +4,079 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares; 2026Q2: 6,889 shares 6,889 $2.03M 0.2% +2,666 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,899 shares; 2024Q4: 20,058 shares; 2025Q1: 20,026 shares; 2025Q2: 19,939 shares; 2025Q3: 20,066 shares; 2025Q4: 19,610 shares; 2026Q1: 17,582 shares; 2026Q2: 17,822 shares 17,822 $2.02M 0.2% +240 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,309 shares; 2026Q2: 10,599 shares 10,599 $2.01M 0.19% -5,710 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,115 shares; 2024Q4: 68,780 shares; 2025Q1: 65,401 shares; 2025Q2: 65,474 shares; 2025Q3: 67,868 shares; 2025Q4: 68,447 shares; 2026Q1: 69,680 shares; 2026Q2: 75,368 shares 75,368 $2M 0.19% +5,688 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,054 shares; 2024Q4: 30,415 shares; 2025Q1: 30,013 shares; 2025Q2: 22,320 shares; 2025Q3: 20,275 shares; 2025Q4: 20,438 shares; 2026Q1: 20,585 shares; 2026Q2: 19,690 shares 19,690 $1.98M 0.19% -895 Timeline RWO 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: 38,674 shares; 2024Q4: 40,589 shares; 2025Q1: 40,059 shares; 2025Q2: 39,587 shares; 2025Q3: 39,516 shares; 2025Q4: 39,469 shares; 2026Q1: 39,349 shares; 2026Q2: 39,817 shares 39,817 $1.98M 0.19% +468 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,285 shares; 2025Q1: 1,294 shares; 2025Q2: 1,160 shares; 2025Q3: 1,194 shares; 2025Q4: 1,192 shares; 2026Q1: 1,195 shares; 2026Q2: 9,034 shares 9,034 $1.97M 0.19% +7,839 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 9,562 shares 9,562 $1.85M 0.18% new 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; 2024Q3: 144,657 shares; 2024Q4: 140,148 shares; 2025Q1: 14,600 shares; 2025Q2: 12,087 shares; 2025Q3: 10,889 shares; 2025Q4: 10,473 shares; 2026Q1: 9,717 shares; 2026Q2: 9,722 shares 9,722 $1.79M 0.17% +5 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,748 shares; 2024Q4: 6,654 shares; 2025Q1: 7,661 shares; 2025Q2: 8,530 shares; 2025Q3: 8,852 shares; 2025Q4: 8,613 shares; 2026Q1: 8,507 shares; 2026Q2: 8,706 shares 8,706 $1.77M 0.17% +199 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares; 2026Q1: 24,544 shares; 2026Q2: 23,167 shares 23,167 $1.73M 0.17% -1,377 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,658 shares; 2024Q4: 24,405 shares; 2025Q1: 18,243 shares; 2025Q2: 14,294 shares; 2025Q3: 14,420 shares; 2025Q4: 23,586 shares; 2026Q1: 15,510 shares; 2026Q2: 15,820 shares 15,820 $1.73M 0.17% +310 Timeline DEED 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: 68,307 shares; 2024Q4: 67,354 shares; 2025Q1: 64,841 shares; 2025Q2: 66,190 shares; 2025Q3: 69,917 shares; 2025Q4: 71,218 shares; 2026Q1: 77,081 shares; 2026Q2: 80,692 shares 80,692 $1.73M 0.17% +3,611 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,729 shares; 2026Q2: 6,502 shares 6,502 $1.69M 0.16% -3,227 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,437 shares; 2025Q3: 3,404 shares; 2025Q4: 3,232 shares; 2026Q1: 3,324 shares; 2026Q2: 5,003 shares 5,003 $1.69M 0.16% +1,679 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,289 shares; 2026Q1: 18,217 shares; 2026Q2: 20,382 shares 20,382 $1.69M 0.16% +2,165 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,083 shares; 2025Q3: 207,388 shares; 2025Q4: 209,138 shares; 2026Q1: 31,621 shares; 2026Q2: 20,974 shares 20,974 $1.67M 0.16% -10,647 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: 17,808 shares; 2024Q4: 18,018 shares; 2025Q1: 18,012 shares; 2025Q2: 16,022 shares; 2025Q3: 16,277 shares; 2025Q4: 16,209 shares; 2026Q1: 15,879 shares; 2026Q2: 17,223 shares 17,223 $1.66M 0.16% +1,344 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,946 shares; 2024Q4: 36,168 shares; 2025Q1: 37,913 shares; 2025Q2: 33,860 shares; 2025Q3: 27,665 shares; 2025Q4: 28,095 shares; 2026Q1: 27,862 shares; 2026Q2: 28,858 shares 28,858 $1.66M 0.16% +996 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,263 shares; 2026Q1: 12,759 shares; 2026Q2: 17,899 shares 17,899 $1.63M 0.16% +5,140 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,811 shares; 2025Q1: 11,556 shares; 2025Q2: 2,065 shares; 2025Q3: 2,074 shares; 2025Q4: 2,058 shares; 2026Q1: 2,124 shares; 2026Q2: 2,179 shares 2,179 $1.63M 0.16% +55 Timeline EIPI 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: 63,783 shares; 2024Q4: 66,502 shares; 2025Q1: 67,505 shares; 2025Q2: 68,064 shares; 2025Q3: 69,993 shares; 2025Q4: 70,481 shares; 2026Q1: 71,300 shares; 2026Q2: 73,640 shares 73,640 $1.61M 0.16% +2,340 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,575 shares; 2024Q4: 21,605 shares; 2025Q1: 21,921 shares; 2025Q2: 21,984 shares; 2025Q3: 22,963 shares; 2025Q4: 23,456 shares; 2026Q1: 23,639 shares; 2026Q2: 24,873 shares 24,873 $1.59M 0.15% +1,234 Timeline SCHV 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: 11,718 shares; 2024Q4: 150,895 shares; 2025Q1: 47,795 shares; 2025Q2: 48,749 shares; 2025Q3: 48,934 shares; 2025Q4: 48,194 shares; 2026Q1: 48,389 shares; 2026Q2: 45,774 shares 45,774 $1.59M 0.15% -2,615 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,864 shares; 2025Q3: 13,089 shares; 2025Q4: 24,430 shares; 2026Q1: 20,890 shares; 2026Q2: 21,336 shares 21,336 $1.58M 0.15% +446 Timeline SCHM 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: 11,793 shares; 2024Q4: 36,360 shares; 2025Q1: 43,316 shares; 2025Q2: 44,684 shares; 2025Q3: 45,004 shares; 2025Q4: 45,136 shares; 2026Q1: 42,874 shares; 2026Q2: 42,299 shares 42,299 $1.56M 0.15% -575 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,572 shares; 2025Q1: 1,570 shares; 2025Q2: 1,566 shares; 2025Q3: 1,516 shares; 2025Q4: 1,476 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665 $1.56M 0.15% 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: 2,675 shares; 2024Q4: 2,629 shares; 2025Q1: 2,436 shares; 2025Q2: 4,982 shares; 2025Q3: 8,788 shares; 2025Q4: 3,786 shares; 2026Q1: 3,447 shares; 2026Q2: 4,170 shares 4,170 $1.54M 0.15% +723 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,429 shares; 2024Q4: 15,502 shares; 2025Q1: 15,474 shares; 2025Q2: 15,985 shares; 2025Q3: 15,758 shares; 2025Q4: 15,778 shares; 2026Q1: 15,843 shares; 2026Q2: 15,946 shares 15,946 $1.53M 0.15% +103 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 3,946 shares; 2025Q1: 5,154 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,874 shares; 2026Q1: 4,050 shares; 2026Q2: 4,072 shares 4,072 $1.47M 0.14% +22 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,645 shares; 2024Q4: 8,456 shares; 2025Q1: 9,503 shares; 2025Q2: 2,718 shares; 2025Q3: 2,625 shares; 2025Q4: 2,622 shares; 2026Q1: 2,614 shares; 2026Q2: 10,683 shares 10,683 $1.46M 0.14% +8,069 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,721 shares; 2024Q4: 15,515 shares; 2025Q1: 18,350 shares; 2025Q2: 18,810 shares; 2025Q3: 10,252 shares; 2025Q4: 10,223 shares; 2026Q1: 9,978 shares; 2026Q2: 9,957 shares 9,957 $1.46M 0.14% -21 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,373 shares; 2026Q1: not reported; 2026Q2: 14,023 shares 14,023 $1.4M 0.14% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,145 shares 21,145 $1.36M 0.13% new Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,348 shares; 2024Q4: 86,348 shares; 2025Q1: 86,348 shares; 2025Q2: 86,348 shares; 2025Q3: 86,348 shares; 2025Q4: 86,348 shares; 2026Q1: 86,348 shares; 2026Q2: 86,348 shares 86,348 $1.33M 0.13% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: 10,354 shares; 2025Q1: 12,818 shares; 2025Q2: 12,921 shares; 2025Q3: 13,322 shares; 2025Q4: 13,089 shares; 2026Q1: 13,371 shares; 2026Q2: 13,387 shares 13,387 $1.33M 0.13% +16 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,865 shares; 2024Q4: 16,436 shares; 2025Q1: 16,328 shares; 2025Q2: 16,189 shares; 2025Q3: 16,208 shares; 2025Q4: 28,930 shares; 2026Q1: 27,213 shares; 2026Q2: 16,291 shares 16,291 $1.32M 0.13% -10,922 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,232 shares 3,232 $1.21M 0.12% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,339 shares; 2025Q1: 3,332 shares; 2025Q2: 3,330 shares; 2025Q3: 3,333 shares; 2025Q4: 3,339 shares; 2026Q1: 3,376 shares; 2026Q2: 3,228 shares 3,228 $1.21M 0.12% -148 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,405 shares; 2025Q3: 5,649 shares; 2025Q4: 5,524 shares; 2026Q1: not reported; 2026Q2: 8,673 shares 8,673 $1.15M 0.11% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,751 shares; 2024Q4: 54,388 shares; 2025Q1: 38,170 shares; 2025Q2: 34,140 shares; 2025Q3: 34,141 shares; 2025Q4: 23,104 shares; 2026Q1: 23,105 shares; 2026Q2: 23,105 shares 23,105 $1.15M 0.11% 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; 2024Q3: 4,028 shares; 2024Q4: 3,700 shares; 2025Q1: 3,623 shares; 2025Q2: 3,643 shares; 2025Q3: 3,627 shares; 2025Q4: 3,524 shares; 2026Q1: 3,314 shares; 2026Q2: 3,310 shares 3,310 $1.14M 0.11% -4 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,728 shares; 2024Q4: 19,784 shares; 2025Q1: 20,573 shares; 2025Q2: 20,932 shares; 2025Q3: 20,375 shares; 2025Q4: 20,632 shares; 2026Q1: 20,880 shares; 2026Q2: 21,414 shares 21,414 $1.13M 0.11% +534 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,722 shares; 2024Q4: 15,854 shares; 2025Q1: 15,673 shares; 2025Q2: 14,967 shares; 2025Q3: 15,095 shares; 2025Q4: 35,104 shares; 2026Q1: 34,224 shares; 2026Q2: 15,764 shares 15,764 $1.1M 0.11% -18,460 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: 31,060 shares; 2024Q4: 42,811 shares; 2025Q1: 5,089 shares; 2025Q2: 26,199 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares; 2026Q1: 49,417 shares; 2026Q2: 5,012 shares 5,012 $1.1M 0.11% -44,405 Timeline ERTH 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: 26,743 shares; 2024Q4: 16,871 shares; 2025Q1: 17,641 shares; 2025Q2: 17,969 shares; 2025Q3: 19,122 shares; 2025Q4: 18,884 shares; 2026Q1: 19,908 shares; 2026Q2: 23,244 shares 23,244 $1.1M 0.11% +3,336 Timeline SPTL 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: 148,076 shares; 2024Q4: 60,288 shares; 2025Q1: 59,309 shares; 2025Q2: 59,164 shares; 2025Q3: 57,716 shares; 2025Q4: 48,789 shares; 2026Q1: 46,696 shares; 2026Q2: 41,134 shares 41,134 $1.08M 0.1% -5,562 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,007 shares; 2025Q4: 13,799 shares; 2026Q1: 14,182 shares; 2026Q2: 14,336 shares 14,336 $1.04M 0.1% +154 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 4,753 shares; 2025Q2: 5,101 shares; 2025Q3: 5,485 shares; 2025Q4: 5,519 shares; 2026Q1: 5,873 shares; 2026Q2: 5,087 shares 5,087 $1.02M 0.1% -786 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 1,765 shares; 2025Q1: 491 shares; 2025Q2: 471 shares; 2025Q3: 598 shares; 2025Q4: 594 shares; 2026Q1: 708 shares; 2026Q2: 2,277 shares 2,277 $1.02M 0.1% +1,569 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 671 shares; 2025Q1: 1,646 shares; 2025Q2: 1,766 shares; 2025Q3: 1,757 shares; 2025Q4: 1,824 shares; 2026Q1: 500 shares; 2026Q2: 2,030 shares 2,030 $1.01M 0.1% +1,530 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,449 shares; 2024Q4: 22,449 shares; 2025Q1: 22,449 shares; 2025Q2: 22,449 shares; 2025Q3: 22,449 shares; 2025Q4: 22,449 shares; 2026Q1: 22,449 shares; 2026Q2: 22,449 shares 22,449 $985K 0.1% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,943 shares; 2026Q1: 20,945 shares; 2026Q2: 19,117 shares 19,117 $983K 0.1% -1,828 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,174 shares; 2024Q4: 16,639 shares; 2025Q1: 126,352 shares; 2025Q2: 206,929 shares; 2025Q3: 128,091 shares; 2025Q4: 158,665 shares; 2026Q1: 19,982 shares; 2026Q2: 18,362 shares 18,362 $982K 0.1% -1,620 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,169 shares; 2024Q4: 16,382 shares; 2025Q1: 16,301 shares; 2025Q2: 17,076 shares; 2025Q3: 17,080 shares; 2025Q4: 16,149 shares; 2026Q1: 16,186 shares; 2026Q2: 16,245 shares 16,245 $981K 0.1% +59 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 19,856 shares; 2026Q1: 19,208 shares; 2026Q2: 18,933 shares 18,933 $980K 0.1% -275 Timeline KBE 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: 282,195 shares; 2024Q4: 280,282 shares; 2025Q1: 16,478 shares; 2025Q2: 8,741 shares; 2025Q3: 14,402 shares; 2025Q4: 13,741 shares; 2026Q1: 13,839 shares; 2026Q2: 14,232 shares 14,232 $971K 0.09% +393 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,336 shares; 2024Q4: 11,240 shares; 2025Q1: 12,493 shares; 2025Q2: 5,232 shares; 2025Q3: 5,018 shares; 2025Q4: 5,040 shares; 2026Q1: 5,054 shares; 2026Q2: 5,088 shares 5,088 $965K 0.09% +34 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,895 shares; 2024Q4: 6,617 shares; 2025Q1: 6,523 shares; 2025Q2: 6,569 shares; 2025Q3: 7,054 shares; 2025Q4: 7,138 shares; 2026Q1: 7,110 shares; 2026Q2: 7,118 shares 7,118 $964K 0.09% +8 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,281 shares; 2024Q4: 20,323 shares; 2025Q1: 21,468 shares; 2025Q2: 21,956 shares; 2025Q3: 44,631 shares; 2025Q4: 23,144 shares; 2026Q1: 23,118 shares; 2026Q2: 22,662 shares 22,662 $959K 0.09% -456 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,345 shares; 2024Q4: 10,195 shares; 2025Q1: 10,079 shares; 2025Q2: 10,081 shares; 2025Q3: 19,626 shares; 2025Q4: 10,067 shares; 2026Q1: 10,700 shares; 2026Q2: 11,046 shares 11,046 $944K 0.09% +346 Timeline NJUL 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: 61,023 shares; 2024Q4: 29,073 shares; 2025Q1: 27,191 shares; 2025Q2: 24,074 shares; 2025Q3: 22,719 shares; 2025Q4: 19,280 shares; 2026Q1: 17,625 shares; 2026Q2: 12,077 shares 12,077 $935K 0.09% -5,548 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,763 shares; 2024Q4: 33,203 shares; 2025Q1: 32,148 shares; 2025Q2: 30,626 shares; 2025Q3: 29,948 shares; 2025Q4: 27,827 shares; 2026Q1: 26,191 shares; 2026Q2: 25,135 shares 25,135 $911K 0.09% -1,056 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,452 shares; 2024Q4: 29,638 shares; 2025Q1: 27,709 shares; 2025Q2: 27,007 shares; 2025Q3: 25,776 shares; 2025Q4: 25,786 shares; 2026Q1: 25,842 shares; 2026Q2: 26,255 shares 26,255 $888K 0.09% +413 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 12,402 shares; 2025Q1: 6,201 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 6,201 shares; 2026Q1: 6,028 shares; 2026Q2: 6,028 shares 6,028 $881K 0.09% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,331 shares; 2025Q3: not reported; 2025Q4: 58,071 shares; 2026Q1: 174,525 shares; 2026Q2: 251,431 shares 251,431 $872K 0.08% +76,906 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,071 shares; 2024Q4: 36,511 shares; 2025Q1: 38,021 shares; 2025Q2: 32,600 shares; 2025Q3: 61,534 shares; 2025Q4: 33,119 shares; 2026Q1: 33,028 shares; 2026Q2: 36,216 shares 36,216 $872K 0.08% +3,188 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 6,189 shares; 2025Q1: 6,161 shares; 2025Q2: 6,228 shares; 2025Q3: 6,171 shares; 2025Q4: 6,128 shares; 2026Q1: 6,140 shares; 2026Q2: 6,152 shares 6,152 $861K 0.08% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845 shares; 2024Q4: 5,654 shares; 2025Q1: 5,654 shares; 2025Q2: 5,796 shares; 2025Q3: 5,657 shares; 2025Q4: 5,681 shares; 2026Q1: 5,657 shares; 2026Q2: 5,937 shares 5,937 $859K 0.08% +280 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,768 shares; 2024Q4: 9,394 shares; 2025Q1: 11,348 shares; 2025Q2: 11,577 shares; 2025Q3: 11,501 shares; 2025Q4: 7,659 shares; 2026Q1: 7,511 shares; 2026Q2: 9,584 shares 9,584 $828K 0.08% +2,073 Timeline PHO 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: 11,981 shares; 2024Q4: 11,981 shares; 2025Q1: 11,981 shares; 2025Q2: 11,981 shares; 2025Q3: 11,981 shares; 2025Q4: 12,628 shares; 2026Q1: 11,981 shares; 2026Q2: 11,981 shares 11,981 $828K 0.08% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 3,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,192 shares 2,192 $823K 0.08% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,247 shares; 2025Q1: 3,095 shares; 2025Q2: 3,764 shares; 2025Q3: not reported; 2025Q4: 4,217 shares; 2026Q1: not reported; 2026Q2: 4,944 shares 4,944 $814K 0.08% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,877 shares 1,877 $813K 0.08% +331 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,140 shares; 2025Q2: 9,937 shares; 2025Q3: 23,714 shares; 2025Q4: 22,875 shares; 2026Q1: 23,210 shares; 2026Q2: 22,714 shares 22,714 $798K 0.08% -496 Timeline SCHO 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: 8,068 shares; 2024Q4: 16,568 shares; 2025Q1: 27,077 shares; 2025Q2: 28,208 shares; 2025Q3: 29,831 shares; 2025Q4: 30,311 shares; 2026Q1: 31,463 shares; 2026Q2: 32,747 shares 32,747 $791K 0.08% +1,284 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,583 shares; 2026Q2: 29,022 shares 29,022 $785K 0.08% +15,439 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,155 shares; 2026Q2: 7,164 shares 7,164 $784K 0.08% -3,991 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,109 shares; 2024Q4: 18,127 shares; 2025Q1: 9,244 shares; 2025Q2: 9,338 shares; 2025Q3: 9,171 shares; 2025Q4: 9,689 shares; 2026Q1: 9,732 shares; 2026Q2: 9,804 shares 9,804 $767K 0.07% +72 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,566 shares; 2026Q1: 5,566 shares; 2026Q2: 5,566 shares 5,566 $765K 0.07% 0 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,117 shares; 2024Q4: 8,415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,130 shares; 2026Q2: 5,721 shares 5,721 $765K 0.07% -6,409 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,595 shares; 2024Q4: 10,120 shares; 2025Q1: 12,466 shares; 2025Q2: 12,751 shares; 2025Q3: 12,524 shares; 2025Q4: 10,037 shares; 2026Q1: 9,902 shares; 2026Q2: 9,923 shares 9,923 $757K 0.07% +21 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,908 shares 4,908 $751K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,953 shares; 2024Q4: 5,964 shares; 2025Q1: 5,954 shares; 2025Q2: 5,956 shares; 2025Q3: 5,946 shares; 2025Q4: 5,846 shares; 2026Q1: 5,623 shares; 2026Q2: 4,621 shares 4,621 $748K 0.07% -1,002 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: 7,867 shares; 2024Q4: 18,214 shares; 2025Q1: 22,183 shares; 2025Q2: 23,888 shares; 2025Q3: 24,688 shares; 2025Q4: 23,519 shares; 2026Q1: 22,123 shares; 2026Q2: 20,581 shares 20,581 $744K 0.07% -1,542 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,670 shares; 2025Q1: 14,061 shares; 2025Q2: 13,473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,701 shares; 2026Q2: 13,878 shares 13,878 $738K 0.07% -823 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: 2,569 shares; 2024Q4: 3,100 shares; 2025Q1: 2,737 shares; 2025Q2: 834 shares; 2025Q3: 557 shares; 2025Q4: 517 shares; 2026Q1: 414 shares; 2026Q2: 368 shares 368 $732K 0.07% -46 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,003 shares; 2024Q4: 12,966 shares; 2025Q1: 16,566 shares; 2025Q2: 16,864 shares; 2025Q3: 16,778 shares; 2025Q4: 16,558 shares; 2026Q1: 15,719 shares; 2026Q2: 15,193 shares 15,193 $731K 0.07% -526 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: 14,869 shares; 2024Q4: 15,470 shares; 2025Q1: 15,311 shares; 2025Q2: 34,070 shares; 2025Q3: 9,683 shares; 2025Q4: 9,744 shares; 2026Q1: 9,547 shares; 2026Q2: 9,479 shares 9,479 $726K 0.07% -68 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 8,424 shares; 2025Q1: 8,807 shares; 2025Q2: 13,995 shares; 2025Q3: 9,232 shares; 2025Q4: 7,995 shares; 2026Q1: 7,947 shares; 2026Q2: 7,974 shares 7,974 $724K 0.07% +27 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641,297 shares; 2024Q4: 659,411 shares; 2025Q1: 48,783 shares; 2025Q2: 30,093 shares; 2025Q3: 21,550 shares; 2025Q4: 17,681 shares; 2026Q1: 15,766 shares; 2026Q2: 24,671 shares 24,671 $716K 0.07% +8,905 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 659 shares; 2025Q1: 662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $715K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,616 shares; 2025Q1: 4,470 shares; 2025Q2: 4,522 shares; 2025Q3: 4,523 shares; 2025Q4: 4,555 shares; 2026Q1: 4,724 shares; 2026Q2: 4,710 shares 4,710 $691K 0.07% -14 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; 2024Q3: 14,351 shares; 2024Q4: 8,491 shares; 2025Q1: 11,014 shares; 2025Q2: 11,411 shares; 2025Q3: 11,318 shares; 2025Q4: 11,363 shares; 2026Q1: 8,956 shares; 2026Q2: 8,993 shares 8,993 $688K 0.07% +37 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,617 shares 13,617 $681K 0.07% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,396 shares; 2024Q4: 14,170 shares; 2025Q1: 102,009 shares; 2025Q2: 9,208 shares; 2025Q3: 8,939 shares; 2025Q4: 8,762 shares; 2026Q1: 92,706 shares; 2026Q2: 9,009 shares 9,009 $680K 0.07% -83,697 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: 13,316 shares; 2024Q4: 19,943 shares; 2025Q1: 52,086 shares; 2025Q2: 36,822 shares; 2025Q3: 27,341 shares; 2025Q4: 9,545 shares; 2026Q1: 13,990 shares; 2026Q2: 1,824 shares 1,824 $672K 0.07% -12,166 Timeline SCHH 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: 26,970 shares; 2024Q4: 27,822 shares; 2025Q1: 35,928 shares; 2025Q2: 35,960 shares; 2025Q3: 33,233 shares; 2025Q4: 32,864 shares; 2026Q1: 33,080 shares; 2026Q2: 28,337 shares 28,337 $671K 0.07% -4,743 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,073 shares; 2024Q4: 70,949 shares; 2025Q1: 67,467 shares; 2025Q2: 33,736 shares; 2025Q3: 32,851 shares; 2025Q4: 67,898 shares; 2026Q1: 113,787 shares; 2026Q2: 32,178 shares 32,178 $666K 0.06% -81,609 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,836 shares; 2026Q1: 21,550 shares; 2026Q2: 14,448 shares 14,448 $665K 0.06% -7,102 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,267 shares; 2025Q1: 4,216 shares; 2025Q2: 1,586 shares; 2025Q3: 1,409 shares; 2025Q4: 1,374 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares 1,298 $661K 0.06% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 4,774 shares; 2025Q1: 5,994 shares; 2025Q2: 6,085 shares; 2025Q3: 6,040 shares; 2025Q4: 6,059 shares; 2026Q1: 4,296 shares; 2026Q2: 4,316 shares 4,316 $658K 0.06% +20 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 3,248 shares; 2025Q1: 3,518 shares; 2025Q2: 3,821 shares; 2025Q3: 3,758 shares; 2025Q4: 3,758 shares; 2026Q1: 3,776 shares; 2026Q2: 4,193 shares 4,193 $657K 0.06% +417 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,366 shares; 2025Q1: 2,323 shares; 2025Q2: 2,456 shares; 2025Q3: 3,492 shares; 2025Q4: 3,567 shares; 2026Q1: 3,545 shares; 2026Q2: 3,934 shares 3,934 $652K 0.06% +389 Timeline DTCR 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: 38,322 shares; 2024Q4: 35,683 shares; 2025Q1: 32,257 shares; 2025Q2: 26,044 shares; 2025Q3: 26,044 shares; 2025Q4: 26,044 shares; 2026Q1: 26,044 shares; 2026Q2: 21,377 shares 21,377 $649K 0.06% -4,667 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,714 shares; 2024Q4: 8,725 shares; 2025Q1: 8,735 shares; 2025Q2: 10,374 shares; 2025Q3: 9,963 shares; 2025Q4: 10,293 shares; 2026Q1: 7,819 shares; 2026Q2: 7,808 shares 7,808 $645K 0.06% -11 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,053 shares; 2025Q1: not reported; 2025Q2: 36,709 shares; 2025Q3: 45,088 shares; 2025Q4: 58,317 shares; 2026Q1: 62,049 shares; 2026Q2: 31,198 shares 31,198 $640K 0.06% -30,851 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,108 shares; 2024Q4: 6,749 shares; 2025Q1: 6,752 shares; 2025Q2: 6,024 shares; 2025Q3: 6,027 shares; 2025Q4: 6,031 shares; 2026Q1: 5,823 shares; 2026Q2: 5,708 shares 5,708 $640K 0.06% -115 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,965 shares; 2024Q4: 15,800 shares; 2025Q1: 15,221 shares; 2025Q2: 14,678 shares; 2025Q3: 12,505 shares; 2025Q4: 13,074 shares; 2026Q1: 13,401 shares; 2026Q2: 13,562 shares 13,562 $635K 0.06% +161 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: not reported; 2024Q4: 3,540 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 7,001 shares; 2025Q4: 7,686 shares; 2026Q1: 7,686 shares; 2026Q2: 7,673 shares 7,673 $634K 0.06% -13 Timeline PAUG 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: 17,664 shares; 2024Q4: 16,523 shares; 2025Q1: 15,494 shares; 2025Q2: 13,959 shares; 2025Q3: 13,958 shares; 2025Q4: 13,767 shares; 2026Q1: 13,766 shares; 2026Q2: 13,766 shares 13,766 $628K 0.06% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,824 shares; 2024Q4: 10,988 shares; 2025Q1: 11,549 shares; 2025Q2: 11,223 shares; 2025Q3: 11,252 shares; 2025Q4: 11,229 shares; 2026Q1: 11,381 shares; 2026Q2: 11,671 shares 11,671 $628K 0.06% +290 Timeline PJUL 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: 13,296 shares; 2024Q4: 12,876 shares; 2025Q1: 12,876 shares; 2025Q2: 12,758 shares; 2025Q3: 12,758 shares; 2025Q4: 12,758 shares; 2026Q1: 12,758 shares; 2026Q2: 12,758 shares 12,758 $623K 0.06% 0 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: 2,871 shares; 2024Q4: 1,306 shares; 2025Q1: 1,205 shares; 2025Q2: 1,294 shares; 2025Q3: 562 shares; 2025Q4: 796 shares; 2026Q1: 921 shares; 2026Q2: 898 shares 898 $617K 0.06% -23 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,716 shares; 2025Q1: 3,666 shares; 2025Q2: 3,849 shares; 2025Q3: 3,465 shares; 2025Q4: 18,048 shares; 2026Q1: 19,316 shares; 2026Q2: 3,379 shares 3,379 $611K 0.06% -15,937 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,744 shares; 2025Q1: 2,278 shares; 2025Q2: 2,392 shares; 2025Q3: 2,254 shares; 2025Q4: 8,742 shares; 2026Q1: 24,414 shares; 2026Q2: 8,548 shares 8,548 $610K 0.06% -15,866 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $610K 0.06% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: 1,726 shares; 2025Q1: 1,724 shares; 2025Q2: 1,841 shares; 2025Q3: 1,823 shares; 2025Q4: 4,660 shares; 2026Q1: 1,823 shares; 2026Q2: 1,823 shares 1,823 $605K 0.06% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 16,257 shares; 2026Q1: 21,577 shares; 2026Q2: 10,857 shares 10,857 $593K 0.06% -10,720 Timeline VGLT 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: 286,906 shares; 2025Q1: 25,901 shares; 2025Q2: 19,049 shares; 2025Q3: 19,063 shares; 2025Q4: 16,945 shares; 2026Q1: 12,952 shares; 2026Q2: 10,692 shares 10,692 $590K 0.06% -2,260 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares 2,330 $588K 0.06% 0 Timeline VDE 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: 82,792 shares; 2025Q3: 7,819 shares; 2025Q4: 6,606 shares; 2026Q1: 4,668 shares; 2026Q2: 3,911 shares 3,911 $587K 0.06% -757 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,561 shares; 2025Q1: 1,557 shares; 2025Q2: 1,556 shares; 2025Q3: 1,498 shares; 2025Q4: 1,507 shares; 2026Q1: 2,029 shares; 2026Q2: 2,558 shares 2,558 $573K 0.06% +529 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: 10,998 shares; 2024Q4: 10,997 shares; 2025Q1: 11,038 shares; 2025Q2: 10,313 shares; 2025Q3: 10,499 shares; 2025Q4: 9,453 shares; 2026Q1: 9,546 shares; 2026Q2: 9,376 shares 9,376 $570K 0.06% -170 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,447 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,302 shares; 2025Q3: 3,610 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares; 2026Q2: 3,624 shares 3,624 $569K 0.06% +6 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 19,624 shares 19,624 $560K 0.05% new 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: 6,913 shares; 2024Q4: 54,469 shares; 2025Q1: 100,426 shares; 2025Q2: 62,467 shares; 2025Q3: 58,096 shares; 2025Q4: 119,517 shares; 2026Q1: 13,661 shares; 2026Q2: 12,318 shares 12,318 $558K 0.05% -1,343 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,427 shares; 2024Q4: 8,438 shares; 2025Q1: 8,448 shares; 2025Q2: 8,499 shares; 2025Q3: 8,466 shares; 2025Q4: 8,475 shares; 2026Q1: 8,239 shares; 2026Q2: 6,821 shares 6,821 $555K 0.05% -1,418 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 4,640 shares; 2025Q2: 3,157 shares; 2025Q3: 3,115 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $550K 0.05% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,705 shares; 2024Q4: 13,944 shares; 2025Q1: 6,745 shares; 2025Q2: 4,831 shares; 2025Q3: 4,114 shares; 2025Q4: 5,830 shares; 2026Q1: 5,784 shares; 2026Q2: 4,588 shares 4,588 $547K 0.05% -1,196 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,218 shares; 2024Q4: 5,218 shares; 2025Q1: 5,218 shares; 2025Q2: 5,218 shares; 2025Q3: 6,169 shares; 2025Q4: 7,145 shares; 2026Q1: 7,375 shares; 2026Q2: 9,409 shares 9,409 $542K 0.05% +2,034 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,464 shares; 2025Q1: 2,444 shares; 2025Q2: 2,449 shares; 2025Q3: 2,453 shares; 2025Q4: 2,371 shares; 2026Q1: 2,375 shares; 2026Q2: 2,378 shares 2,378 $540K 0.05% +3 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: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,193 shares; 2026Q1: 5,193 shares; 2026Q2: 5,193 shares 5,193 $531K 0.05% 0 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR 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: 34,996 shares 34,996 $499K 0.05% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,141 shares; 2024Q4: 20,839 shares; 2025Q1: 20,947 shares; 2025Q2: 16,114 shares; 2025Q3: 16,341 shares; 2025Q4: 16,508 shares; 2026Q1: 16,703 shares; 2026Q2: 16,847 shares 16,847 $496K 0.05% +144 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,215 shares; 2025Q1: 1,077 shares; 2025Q2: 892 shares; 2025Q3: 782 shares; 2025Q4: 775 shares; 2026Q1: 874 shares; 2026Q2: 1,208 shares 1,208 $480K 0.05% +334 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,283 shares; 2025Q1: 2,253 shares; 2025Q2: 877 shares; 2025Q3: 936 shares; 2025Q4: 932 shares; 2026Q1: 936 shares; 2026Q2: 933 shares 933 $479K 0.05% -3 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,207 shares; 2026Q2: 10,512 shares 10,512 $478K 0.05% -10,695 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,444 shares; 2026Q2: 9,058 shares 9,058 $477K 0.05% -6,386 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 9,129 shares; 2026Q2: 11,779 shares 11,779 $474K 0.05% +2,650 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,598 shares; 2024Q4: 20,598 shares; 2025Q1: 20,598 shares; 2025Q2: 20,598 shares; 2025Q3: 20,598 shares; 2025Q4: 20,598 shares; 2026Q1: 20,598 shares; 2026Q2: 20,598 shares 20,598 $471K 0.05% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,612 shares; 2024Q4: 9,612 shares; 2025Q1: 9,612 shares; 2025Q2: 9,612 shares; 2025Q3: 9,612 shares; 2025Q4: 9,612 shares; 2026Q1: 9,612 shares; 2026Q2: 9,612 shares 9,612 $467K 0.05% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,362 shares; 2025Q1: 4,316 shares; 2025Q2: 4,327 shares; 2025Q3: 4,284 shares; 2025Q4: 4,218 shares; 2026Q1: 4,226 shares; 2026Q2: 4,235 shares 4,235 $465K 0.05% +9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $462K 0.04% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 4,832 shares; 2025Q1: 4,618 shares; 2025Q2: 4,682 shares; 2025Q3: 4,579 shares; 2025Q4: 4,579 shares; 2026Q1: 4,579 shares; 2026Q2: 4,145 shares 4,145 $459K 0.04% -434 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: 1,865 shares; 2024Q4: 1,789 shares; 2025Q1: 1,832 shares; 2025Q2: 1,831 shares; 2025Q3: 1,833 shares; 2025Q4: 1,797 shares; 2026Q1: 2,092 shares; 2026Q2: 2,096 shares 2,096 $457K 0.04% +4 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,283 shares 1,283 $455K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,557 shares; 2025Q1: 1,609 shares; 2025Q2: 1,598 shares; 2025Q3: 1,529 shares; 2025Q4: 1,615 shares; 2026Q1: 2,540 shares; 2026Q2: 1,628 shares 1,628 $440K 0.04% -912 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: 89,632 shares; 2025Q3: 59,360 shares; 2025Q4: 49,090 shares; 2026Q1: 41,159 shares; 2026Q2: 2,174 shares 2,174 $439K 0.04% -38,985 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,703 shares; 2024Q4: 19,333 shares; 2025Q1: 17,232 shares; 2025Q2: 15,538 shares; 2025Q3: 10,643 shares; 2025Q4: 10,198 shares; 2026Q1: 7,697 shares; 2026Q2: 7,678 shares 7,678 $437K 0.04% -19 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: 1,503 shares; 2024Q4: 1,501 shares; 2025Q1: 1,425 shares; 2025Q2: 1,424 shares; 2025Q3: 1,406 shares; 2025Q4: 2,296 shares; 2026Q1: 2,290 shares; 2026Q2: 2,288 shares 2,288 $436K 0.04% -2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 1,400 shares; 2025Q1: 1,344 shares; 2025Q2: 1,206 shares; 2025Q3: 1,187 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares; 2026Q2: 1,236 shares 1,236 $436K 0.04% +13 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,242 shares; 2024Q4: 21,326 shares; 2025Q1: 20,703 shares; 2025Q2: 12,693 shares; 2025Q3: 11,010 shares; 2025Q4: 11,019 shares; 2026Q1: 10,089 shares; 2026Q2: 8,248 shares 8,248 $429K 0.04% -1,841 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,471 shares; 2025Q1: 3,497 shares; 2025Q2: 3,348 shares; 2025Q3: 3,267 shares; 2025Q4: 3,222 shares; 2026Q1: 3,374 shares; 2026Q2: 3,734 shares 3,734 $426K 0.04% +360 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,358 shares; 2025Q2: 6,745 shares; 2025Q3: not reported; 2025Q4: 6,710 shares; 2026Q1: 6,548 shares; 2026Q2: 6,631 shares 6,631 $413K 0.04% +83 Timeline VTC 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: 4,473 shares; 2024Q4: 4,742 shares; 2025Q1: 4,545 shares; 2025Q2: 4,654 shares; 2025Q3: 4,842 shares; 2025Q4: 4,850 shares; 2026Q1: 4,737 shares; 2026Q2: 5,352 shares 5,352 $411K 0.04% +615 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 10,857 shares; 2025Q1: 5,138 shares; 2025Q2: 5,224 shares; 2025Q3: 5,557 shares; 2025Q4: 5,290 shares; 2026Q1: 5,580 shares; 2026Q2: 4,278 shares 4,278 $409K 0.04% -1,302 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,743 shares; 2024Q4: 17,160 shares; 2025Q1: 17,142 shares; 2025Q2: 17,142 shares; 2025Q3: 16,172 shares; 2025Q4: 14,264 shares; 2026Q1: 14,264 shares; 2026Q2: 14,264 shares 14,264 $402K 0.04% 0 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: 4,331 shares; 2024Q4: 54,616 shares; 2025Q1: 7,597 shares; 2025Q2: 6,062 shares; 2025Q3: 5,035 shares; 2025Q4: 5,163 shares; 2026Q1: 5,166 shares; 2026Q2: 5,178 shares 5,178 $399K 0.04% +12 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 2,502 shares; 2025Q1: 2,489 shares; 2025Q2: 2,326 shares; 2025Q3: 2,294 shares; 2025Q4: 2,050 shares; 2026Q1: 2,051 shares; 2026Q2: 2,051 shares 2,051 $390K 0.04% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 6,774 shares; 2025Q4: 7,079 shares; 2026Q1: 6,924 shares; 2026Q2: 7,193 shares 7,193 $389K 0.04% +269 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: 176,590 shares; 2024Q4: 179,319 shares; 2025Q1: 188,746 shares; 2025Q2: 7,319 shares; 2025Q3: 6,498 shares; 2025Q4: 4,144 shares; 2026Q1: 3,985 shares; 2026Q2: 3,819 shares 3,819 $368K 0.04% -166 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: 2,180 shares; 2024Q4: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,201 shares; 2025Q3: 2,207 shares; 2025Q4: 2,214 shares; 2026Q1: 2,219 shares; 2026Q2: 2,225 shares 2,225 $366K 0.04% +6 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,005 shares 2,005 $358K 0.03% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares; 2026Q2: 1,179 shares 1,179 $357K 0.03% +47 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468 shares 468 $357K 0.03% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,138 shares; 2024Q4: 4,483 shares; 2025Q1: 3,148 shares; 2025Q2: 1,478 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,307 shares; 2026Q2: 2,887 shares 2,887 $355K 0.03% -2,420 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 24,469 shares; 2025Q1: 2,402 shares; 2025Q2: 819 shares; 2025Q3: 622 shares; 2025Q4: 592 shares; 2026Q1: 584 shares; 2026Q2: 499 shares 499 $351K 0.03% -85 Timeline UJUL 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: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares; 2026Q2: 8,507 shares 8,507 $347K 0.03% -88 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,839 shares; 2025Q1: 1,577 shares; 2025Q2: 1,071 shares; 2025Q3: 645 shares; 2025Q4: 704 shares; 2026Q1: 804 shares; 2026Q2: 798 shares 798 $336K 0.03% -6 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,476 shares; 2025Q1: 4,382 shares; 2025Q2: 4,490 shares; 2025Q3: 4,383 shares; 2025Q4: 3,713 shares; 2026Q1: 3,690 shares; 2026Q2: 3,269 shares 3,269 $334K 0.03% -421 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,343 shares 7,343 $331K 0.03% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares 3,601 $329K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 4,855 shares; 2025Q1: 5,453 shares; 2025Q2: 2,424 shares; 2025Q3: 2,665 shares; 2025Q4: 2,656 shares; 2026Q1: 2,401 shares; 2026Q2: 1,394 shares 1,394 $329K 0.03% -1,007 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; 2024Q3: not reported; 2024Q4: 32,358 shares; 2025Q1: 2,020 shares; 2025Q2: 1,263 shares; 2025Q3: 1,158 shares; 2025Q4: 1,122 shares; 2026Q1: 1,118 shares; 2026Q2: 904 shares 904 $326K 0.03% -214 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: 4,604 shares; 2024Q4: 4,609 shares; 2025Q1: 4,389 shares; 2025Q2: 4,444 shares; 2025Q3: 4,151 shares; 2025Q4: 4,156 shares; 2026Q1: 1,956 shares; 2026Q2: 2,020 shares 2,020 $319K 0.03% +64 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 432 shares 432 $312K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,029 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,281 shares; 2026Q2: 4,364 shares 4,364 $311K 0.03% +1,083 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares; 2026Q2: 2,473 shares 2,473 $308K 0.03% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 2,403 shares 2,403 $307K 0.03% -12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 1,202 shares 1,202 $307K 0.03% -446 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,798 shares; 2025Q1: 4,798 shares; 2025Q2: 4,798 shares; 2025Q3: 4,798 shares; 2025Q4: 4,798 shares; 2026Q1: 4,798 shares; 2026Q2: 5,810 shares 5,810 $306K 0.03% +1,012 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,870 shares; 2026Q2: 10,925 shares 10,925 $299K 0.03% +6,055 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; 2024Q3: 777 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 767 shares 767 $297K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: 1,705 shares; 2025Q1: 827 shares; 2025Q2: 873 shares; 2025Q3: 4,688 shares; 2025Q4: 4,975 shares; 2026Q1: 876 shares; 2026Q2: 869 shares 869 $296K 0.03% -7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 439 shares; 2025Q1: 380 shares; 2025Q2: 2,208 shares; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: 9,776 shares; 2026Q2: 2,953 shares 2,953 $293K 0.03% -6,823 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,044 shares; 2025Q1: 1,032 shares; 2025Q2: 1,024 shares; 2025Q3: 877 shares; 2025Q4: 878 shares; 2026Q1: 862 shares; 2026Q2: 877 shares 877 $290K 0.03% +15 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,140 shares; 2024Q4: 4,278 shares; 2025Q1: 6,074 shares; 2025Q2: 1,956 shares; 2025Q3: 1,642 shares; 2025Q4: 7,297 shares; 2026Q1: 1,734 shares; 2026Q2: 1,762 shares 1,762 $288K 0.03% +28 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $288K 0.03% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 11,766 shares; 2025Q1: 11,766 shares; 2025Q2: 10,716 shares; 2025Q3: 10,716 shares; 2025Q4: 10,749 shares; 2026Q1: 10,749 shares; 2026Q2: 10,749 shares 10,749 $286K 0.03% 0 Timeline XHB 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: 2,921 shares; 2024Q4: 2,923 shares; 2025Q1: 2,927 shares; 2025Q2: 2,929 shares; 2025Q3: 2,534 shares; 2025Q4: 2,536 shares; 2026Q1: 2,476 shares; 2026Q2: 2,478 shares 2,478 $286K 0.03% +2 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $286K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,169 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,179 shares; 2025Q4: 1,188 shares; 2026Q1: 1,192 shares; 2026Q2: 1,197 shares 1,197 $283K 0.03% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 287 shares 287 $280K 0.03% +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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,577 shares; 2025Q2: 9,305 shares; 2025Q3: 4,314 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $272K 0.03% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $269K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 66 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 1,502 shares 1,502 $268K 0.03% +1,431 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 545 shares 545 $267K 0.03% -5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 531 shares; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 2,124 shares 2,124 $264K 0.03% +1,593 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 4,527 shares; 2025Q4: 5,027 shares; 2026Q1: 5,027 shares; 2026Q2: 5,027 shares 5,027 $250K 0.02% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $247K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares; 2026Q1: not reported; 2026Q2: 462 shares 462 $240K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,239 shares; 2026Q2: 3,321 shares 3,321 $239K 0.02% +82 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: not reported; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: not reported; 2025Q3: 55,352 shares; 2025Q4: 109,901 shares; 2026Q1: 84,461 shares; 2026Q2: 4,487 shares 4,487 $238K 0.02% -79,974 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares; 2026Q1: 3,397 shares; 2026Q2: 3,397 shares 3,397 $238K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 902 shares; 2026Q2: 902 shares 902 $231K 0.02% 0 Timeline EWT 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: 51,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,153 shares; 2026Q2: 2,119 shares 2,119 $230K 0.02% -53,034 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares; 2026Q2: 440 shares 440 $230K 0.02% +1 Timeline NJAN 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: 472,624 shares; 2025Q2: 12,208 shares; 2025Q3: 10,461 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares; 2026Q2: 3,884 shares 3,884 $229K 0.02% -3,172 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,526 shares; 2024Q4: 78,946 shares; 2025Q1: 64,183 shares; 2025Q2: 125,315 shares; 2025Q3: 80,092 shares; 2025Q4: 54,197 shares; 2026Q1: not reported; 2026Q2: 4,490 shares 4,490 $229K 0.02% new Timeline EWH 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: 12,669 shares; 2026Q2: 10,948 shares 10,948 $229K 0.02% -1,721 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,555 shares; 2024Q4: 7,601 shares; 2025Q1: 2,485 shares; 2025Q2: 2,436 shares; 2025Q3: 2,207 shares; 2025Q4: 2,197 shares; 2026Q1: 2,200 shares; 2026Q2: 2,197 shares 2,197 $228K 0.02% -3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 6,859 shares; 2025Q4: 1,915 shares; 2026Q1: 1,848 shares; 2026Q2: 1,783 shares 1,783 $225K 0.02% -65 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,081 shares 5,081 $220K 0.02% new Timeline EFIV 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: 6,226 shares; 2025Q1: 5,942 shares; 2025Q2: 5,302 shares; 2025Q3: 3,973 shares; 2025Q4: 3,975 shares; 2026Q1: 3,869 shares; 2026Q2: 2,986 shares 2,986 $218K 0.02% -883 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,769 shares; 2025Q3: 2,539 shares; 2025Q4: 2,549 shares; 2026Q1: not reported; 2026Q2: 2,549 shares 2,549 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: 2,719 shares; 2026Q2: 2,854 shares 2,854 $216K 0.02% +135 Timeline FTNJ PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,247 shares 24,247 $214K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,944 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $213K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,461 shares; 2025Q2: not reported; 2025Q3: 5,814 shares; 2025Q4: 5,830 shares; 2026Q1: 5,741 shares; 2026Q2: 5,756 shares 5,756 $213K 0.02% +15 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 12,827 shares; 2026Q2: 12,827 shares 12,827 $209K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares 980 $205K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $201K 0.02% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 6,598 shares; 2025Q4: 6,598 shares; 2026Q1: 6,598 shares; 2026Q2: 6,598 shares 6,598 $200K 0.02% 0 Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,098 shares; 2025Q3: 43,098 shares; 2025Q4: 71,672 shares; 2026Q1: 71,672 shares; 2026Q2: 71,672 shares 71,672 $188K 0.02% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,284 shares; 2024Q4: 16,723 shares; 2025Q1: 16,747 shares; 2025Q2: 17,287 shares; 2025Q3: 17,287 shares; 2025Q4: 15,739 shares; 2026Q1: 15,739 shares; 2026Q2: 15,739 shares 15,739 $185K 0.02% 0 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,413 shares; 2026Q2: 10,413 shares 10,413 $150K 0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $137K 0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 32,937 shares; 2025Q4: 72,042 shares; 2026Q1: 72,042 shares; 2026Q2: 72,042 shares 72,042 $40.3K <0.01% 0 Timeline