EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,928,758 shares; 2024Q4: 7,363,173 shares; 2025Q1: 5,797,378 shares; 2025Q2: 5,858,977 shares; 2025Q3: 6,000,422 shares; 2025Q4: 6,152,935 shares; 2026Q1: 6,222,715 shares; 2026Q2: 5,853,778 shares 5,853,778 $608M 12.57% -368,937 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: 2,443,105 shares; 2024Q4: 2,426,013 shares; 2025Q1: 2,542,030 shares; 2025Q2: 2,645,927 shares; 2025Q3: 2,751,738 shares; 2025Q4: 2,752,284 shares; 2026Q1: 2,900,761 shares; 2026Q2: 2,992,236 shares 2,992,236 $492M 10.16% +91,475 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: 469,022 shares; 2024Q4: 453,840 shares; 2025Q1: 457,699 shares; 2025Q2: 538,539 shares; 2025Q3: 538,787 shares; 2025Q4: 536,109 shares; 2026Q1: 584,387 shares; 2026Q2: 580,772 shares 580,772 $435M 8.98% -3,615 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583,672 shares; 2024Q4: 5,390,397 shares; 2025Q1: 5,336,965 shares; 2025Q2: 3,702,113 shares; 2025Q3: 3,116,050 shares; 2025Q4: 2,985,544 shares; 2026Q1: 2,823,459 shares; 2026Q2: 2,803,253 shares 2,803,253 $189M 3.91% -20,206 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 13,366 shares; 2026Q1: 2,614,476 shares; 2026Q2: 4,210,743 shares 4,210,743 $183M 3.79% +1,596,267 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: 537,576 shares; 2024Q4: 536,947 shares; 2025Q1: 531,912 shares; 2025Q2: 507,363 shares; 2025Q3: 491,506 shares; 2025Q4: 492,560 shares; 2026Q1: 500,692 shares; 2026Q2: 494,367 shares 494,367 $183M 3.78% -6,325 Timeline EIPX 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: 3,466,485 shares; 2024Q4: 3,809,331 shares; 2025Q1: 4,093,723 shares; 2025Q2: 4,173,401 shares; 2025Q3: 4,387,022 shares; 2025Q4: 4,423,773 shares; 2026Q1: 4,637,146 shares; 2026Q2: 4,931,716 shares 4,931,716 $154M 3.19% +294,570 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: 1,277,133 shares; 2024Q4: 1,364,444 shares; 2025Q1: 1,548,242 shares; 2025Q2: 1,567,786 shares; 2025Q3: 1,525,062 shares; 2025Q4: 1,588,244 shares; 2026Q1: 1,566,989 shares; 2026Q2: 1,651,446 shares 1,651,446 $125M 2.58% +84,457 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: 6,443,025 shares; 2024Q4: 6,639,763 shares; 2025Q1: 6,249,246 shares; 2025Q2: 2,617,211 shares; 2025Q3: 1,827,328 shares; 2025Q4: 1,600,683 shares; 2026Q1: 1,621,396 shares; 2026Q2: 1,592,514 shares 1,592,514 $123M 2.54% -28,882 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: 3,463,951 shares; 2024Q4: 3,290,231 shares; 2025Q1: 3,019,391 shares; 2025Q2: 2,931,743 shares; 2025Q3: 2,862,383 shares; 2025Q4: 2,869,696 shares; 2026Q1: 2,806,260 shares; 2026Q2: 2,813,338 shares 2,813,338 $122M 2.53% +7,078 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: 1,056,917 shares; 2024Q4: 1,025,513 shares; 2025Q1: 962,818 shares; 2025Q2: 957,674 shares; 2025Q3: 956,976 shares; 2025Q4: 964,894 shares; 2026Q1: 800,276 shares; 2026Q2: 705,627 shares 705,627 $96.5M 1.99% -94,649 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: 258,250 shares; 2024Q4: 267,246 shares; 2025Q1: 249,279 shares; 2025Q2: 252,633 shares; 2025Q3: 256,617 shares; 2025Q4: 250,320 shares; 2026Q1: 256,372 shares; 2026Q2: 256,328 shares 256,328 $91.6M 1.89% -44 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: 325,301 shares; 2024Q4: 297,800 shares; 2025Q1: 283,400 shares; 2025Q2: 292,230 shares; 2025Q3: 301,447 shares; 2025Q4: 289,981 shares; 2026Q1: 289,193 shares; 2026Q2: 308,990 shares 308,990 $89.4M 1.85% +19,797 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: 288,462 shares; 2024Q4: 434,524 shares; 2025Q1: 469,814 shares; 2025Q2: 376,663 shares; 2025Q3: 367,483 shares; 2025Q4: 360,495 shares; 2026Q1: 360,601 shares; 2026Q2: 185,703 shares 185,703 $68.4M 1.41% -174,898 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,391 shares; 2026Q1: 106,824 shares; 2026Q2: 150,434 shares 150,434 $58.8M 1.21% +43,610 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: 102,368 shares; 2024Q4: 102,842 shares; 2025Q1: 93,969 shares; 2025Q2: 91,781 shares; 2025Q3: 84,463 shares; 2025Q4: 84,859 shares; 2026Q1: 83,705 shares; 2026Q2: 84,212 shares 84,212 $57.8M 1.2% +507 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400,000 shares; 2025Q3: 1,400,000 shares; 2025Q4: 1,360,000 shares; 2026Q1: 1,339,049 shares; 2026Q2: 1,419,049 shares 1,419,049 $56.8M 1.17% +80,000 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: 692,259 shares; 2024Q4: 651,553 shares; 2025Q1: 579,377 shares; 2025Q2: 535,966 shares; 2025Q3: 535,357 shares; 2025Q4: 517,838 shares; 2026Q1: 505,346 shares; 2026Q2: 502,009 shares 502,009 $51.3M 1.06% -3,337 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: 5,904,874 shares; 2026Q1: 3,127,633 shares; 2026Q2: 923,866 shares 923,866 $49.1M 1.02% -2,203,767 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122,460 shares; 2024Q4: 902,846 shares; 2025Q1: 747,746 shares; 2025Q2: 711,546 shares; 2025Q3: 543,046 shares; 2025Q4: 520,685 shares; 2026Q1: 564,985 shares; 2026Q2: 553,585 shares 553,585 $47.9M 0.99% -11,400 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,353 shares; 2025Q1: 49,353 shares; 2025Q2: not reported; 2025Q3: 8,991 shares; 2025Q4: 9,230 shares; 2026Q1: 8,992 shares; 2026Q2: 277,616 shares 277,616 $43.1M 0.89% +268,624 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: 97,415 shares; 2024Q4: 96,122 shares; 2025Q1: 79,396 shares; 2025Q2: 84,019 shares; 2025Q3: 83,716 shares; 2025Q4: 81,118 shares; 2026Q1: 89,854 shares; 2026Q2: 90,145 shares 90,145 $33.6M 0.69% +291 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,122 shares; 2024Q4: 235,728 shares; 2025Q1: 155,653 shares; 2025Q2: 256,534 shares; 2025Q3: 269,271 shares; 2025Q4: 280,180 shares; 2026Q1: 285,644 shares; 2026Q2: 289,260 shares 289,260 $29.7M 0.61% +3,616 Timeline PABD 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: 20,424 shares; 2025Q3: 287,800 shares; 2025Q4: 303,714 shares; 2026Q1: 400,635 shares; 2026Q2: 423,378 shares 423,378 $29.3M 0.61% +22,743 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,650 shares; 2024Q4: 241,239 shares; 2025Q1: 258,511 shares; 2025Q2: 302,650 shares; 2025Q3: 318,300 shares; 2025Q4: 306,134 shares; 2026Q1: 348,572 shares; 2026Q2: 374,556 shares 374,556 $28.5M 0.59% +25,984 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,378 shares; 2024Q4: 12,397 shares; 2025Q1: 12,045 shares; 2025Q2: 15,891 shares; 2025Q3: 29,770 shares; 2025Q4: 27,413 shares; 2026Q1: 27,500 shares; 2026Q2: 27,379 shares 27,379 $27.7M 0.57% -121 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,000 shares; 2024Q4: 48,000 shares; 2025Q1: 42,200 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares; 2025Q4: 42,200 shares; 2026Q1: 42,200 shares; 2026Q2: 90,000 shares 90,000 $27.3M 0.56% +47,800 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: 99,828 shares; 2024Q4: 92,757 shares; 2025Q1: 84,362 shares; 2025Q2: 89,538 shares; 2025Q3: 89,247 shares; 2025Q4: 84,096 shares; 2026Q1: 78,744 shares; 2026Q2: 75,172 shares 75,172 $26.6M 0.55% -3,572 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: 186,437 shares; 2024Q4: 186,949 shares; 2025Q1: 165,675 shares; 2025Q2: 170,442 shares; 2025Q3: 172,168 shares; 2025Q4: 171,097 shares; 2026Q1: 185,654 shares; 2026Q2: 159,583 shares 159,583 $26.5M 0.55% -26,071 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,516 shares; 2024Q4: 205,324 shares; 2025Q1: 203,820 shares; 2025Q2: 206,891 shares; 2025Q3: 207,093 shares; 2025Q4: 199,652 shares; 2026Q1: 182,345 shares; 2026Q2: 182,404 shares 182,404 $24.7M 0.51% +59 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: 302,393 shares; 2024Q4: 302,592 shares; 2025Q1: 303,193 shares; 2025Q2: 303,398 shares; 2025Q3: 304,746 shares; 2025Q4: 304,790 shares; 2026Q1: 304,688 shares; 2026Q2: 305,061 shares 305,061 $24.1M 0.5% +373 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: 97,313 shares; 2024Q4: 95,567 shares; 2025Q1: 84,349 shares; 2025Q2: 91,070 shares; 2025Q3: 94,446 shares; 2025Q4: 89,931 shares; 2026Q1: 96,971 shares; 2026Q2: 99,104 shares 99,104 $23.6M 0.49% +2,133 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: 108,445 shares; 2024Q4: 117,414 shares; 2025Q1: 79,386 shares; 2025Q2: 99,179 shares; 2025Q3: 106,440 shares; 2025Q4: 103,624 shares; 2026Q1: 100,670 shares; 2026Q2: 116,940 shares 116,940 $23.4M 0.48% +16,270 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,060 shares; 2024Q4: 94,060 shares; 2025Q1: 94,095 shares; 2025Q2: 94,095 shares; 2025Q3: 238,238 shares; 2025Q4: 243,938 shares; 2026Q1: 265,864 shares; 2026Q2: 262,292 shares 262,292 $23.2M 0.48% -3,572 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: 37,614 shares; 2024Q4: 48,691 shares; 2025Q1: 32,263 shares; 2025Q2: 40,109 shares; 2025Q3: 52,220 shares; 2025Q4: 35,924 shares; 2026Q1: 35,728 shares; 2026Q2: 51,170 shares 51,170 $21.5M 0.44% +15,442 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,273 shares; 2024Q4: 121,230 shares; 2025Q1: 122,379 shares; 2025Q2: 119,203 shares; 2025Q3: 117,376 shares; 2025Q4: 118,408 shares; 2026Q1: 123,498 shares; 2026Q2: 123,135 shares 123,135 $20.2M 0.42% -363 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: 50,934 shares; 2024Q4: 50,033 shares; 2025Q1: 24,730 shares; 2025Q2: 24,204 shares; 2025Q3: 128,515 shares; 2025Q4: 175,457 shares; 2026Q1: 149,979 shares; 2026Q2: 26,239 shares 26,239 $19.6M 0.41% -123,740 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,430 shares; 2024Q4: 109,970 shares; 2025Q1: 109,970 shares; 2025Q2: 104,870 shares; 2025Q3: 104,450 shares; 2025Q4: 104,450 shares; 2026Q1: 113,150 shares; 2026Q2: 112,650 shares 112,650 $19.5M 0.4% -500 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,453 shares; 2024Q4: 26,499 shares; 2025Q1: 28,038 shares; 2025Q2: 25,735 shares; 2025Q3: 23,321 shares; 2025Q4: 23,367 shares; 2026Q1: 25,209 shares; 2026Q2: 26,338 shares 26,338 $19.4M 0.4% +1,129 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: 303,311 shares; 2024Q4: 213,541 shares; 2025Q1: 212,573 shares; 2025Q2: 191,231 shares; 2025Q3: 191,713 shares; 2025Q4: 190,627 shares; 2026Q1: 195,669 shares; 2026Q2: 192,790 shares 192,790 $18.7M 0.39% -2,879 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,769 shares; 2024Q4: 46,007 shares; 2025Q1: 41,215 shares; 2025Q2: 40,094 shares; 2025Q3: 39,916 shares; 2025Q4: 39,912 shares; 2026Q1: 40,027 shares; 2026Q2: 40,240 shares 40,240 $17.2M 0.35% +213 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 63,850 shares 63,850 $17.1M 0.35% new 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: 134,286 shares; 2024Q4: 136,488 shares; 2025Q1: 134,990 shares; 2025Q2: 132,177 shares; 2025Q3: 133,645 shares; 2025Q4: 134,100 shares; 2026Q1: 132,439 shares; 2026Q2: 135,498 shares 135,498 $15.3M 0.32% +3,059 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: 112,883 shares; 2024Q4: 82,411 shares; 2025Q1: 81,337 shares; 2025Q2: 80,801 shares; 2025Q3: 78,033 shares; 2025Q4: 89,231 shares; 2026Q1: 90,534 shares; 2026Q2: 94,622 shares 94,622 $14.9M 0.31% +4,088 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: 32,196 shares; 2024Q4: 34,372 shares; 2025Q1: 31,588 shares; 2025Q2: 36,339 shares; 2025Q3: 37,376 shares; 2025Q4: 37,170 shares; 2026Q1: 42,957 shares; 2026Q2: 44,853 shares 44,853 $14.7M 0.3% +1,896 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,700 shares; 2024Q4: 126,305 shares; 2025Q1: 139,441 shares; 2025Q2: 186,769 shares; 2025Q3: 140,212 shares; 2025Q4: 109,490 shares; 2026Q1: 108,508 shares; 2026Q2: 131,321 shares 131,321 $14.1M 0.29% +22,813 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: 107,053 shares; 2024Q4: 107,764 shares; 2025Q1: 91,994 shares; 2025Q2: 94,274 shares; 2025Q3: 89,816 shares; 2025Q4: 53,545 shares; 2026Q1: 54,646 shares; 2026Q2: 55,639 shares 55,639 $14.1M 0.29% +993 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671,620 shares 671,620 $13.4M 0.28% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,954 shares; 2024Q4: 260,231 shares; 2025Q1: 257,549 shares; 2025Q2: 154,481 shares; 2025Q3: 109,075 shares; 2025Q4: 113,709 shares; 2026Q1: 112,998 shares; 2026Q2: 111,329 shares 111,329 $13.1M 0.27% -1,669 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,800 shares; 2025Q4: 409,847 shares; 2026Q1: 259,934 shares; 2026Q2: 509,847 shares 509,847 $12.6M 0.26% +249,913 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,504 shares; 2024Q4: 162,406 shares; 2025Q1: 112,251 shares; 2025Q2: 106,851 shares; 2025Q3: 95,401 shares; 2025Q4: 64,641 shares; 2026Q1: 79,441 shares; 2026Q2: 79,043 shares 79,043 $12.4M 0.26% -398 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: 17,813 shares; 2024Q4: 15,980 shares; 2025Q1: 12,942 shares; 2025Q2: 10,677 shares; 2025Q3: 19,759 shares; 2025Q4: 14,092 shares; 2026Q1: 29,008 shares; 2026Q2: 27,760 shares 27,760 $11.5M 0.24% -1,248 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,934 shares; 2024Q4: 243,507 shares; 2025Q1: 250,694 shares; 2025Q2: 235,074 shares; 2025Q3: 231,176 shares; 2025Q4: 240,641 shares; 2026Q1: 228,493 shares; 2026Q2: 227,761 shares 227,761 $11.3M 0.23% -732 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: 22,513 shares; 2024Q4: 22,491 shares; 2025Q1: 22,492 shares; 2025Q2: 24,610 shares; 2025Q3: 29,777 shares; 2025Q4: 26,929 shares; 2026Q1: 25,953 shares; 2026Q2: 86,510 shares 86,510 $10.7M 0.22% +60,557 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: 33,448 shares; 2024Q4: 31,772 shares; 2025Q1: 31,282 shares; 2025Q2: 44,149 shares; 2025Q3: 43,421 shares; 2025Q4: 31,188 shares; 2026Q1: 26,278 shares; 2026Q2: 21,405 shares 21,405 $10.7M 0.22% -4,873 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: 260,792 shares; 2024Q4: 264,705 shares; 2025Q1: 266,475 shares; 2025Q2: 268,678 shares; 2025Q3: 270,085 shares; 2025Q4: 269,184 shares; 2026Q1: 262,649 shares; 2026Q2: 245,709 shares 245,709 $10.4M 0.22% -16,940 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,997 shares; 2024Q4: 334,418 shares; 2025Q1: 331,864 shares; 2025Q2: 332,250 shares; 2025Q3: 333,046 shares; 2025Q4: 330,599 shares; 2026Q1: 331,660 shares; 2026Q2: 325,797 shares 325,797 $10.1M 0.21% -5,863 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: not reported; 2025Q3: 8,683 shares; 2025Q4: 10,733 shares; 2026Q1: 10,825 shares; 2026Q2: 8,674 shares 8,674 $10M 0.21% -2,151 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,378 shares; 2024Q4: 147,745 shares; 2025Q1: 284,877 shares; 2025Q2: 426,318 shares; 2025Q3: 341,764 shares; 2025Q4: 395,755 shares; 2026Q1: 407,581 shares; 2026Q2: 297,676 shares 297,676 $9.91M 0.2% -109,905 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: 20,836 shares; 2024Q4: 21,267 shares; 2025Q1: 21,365 shares; 2025Q2: 70,044 shares; 2025Q3: 68,551 shares; 2025Q4: 71,675 shares; 2026Q1: 72,334 shares; 2026Q2: 71,686 shares 71,686 $9.71M 0.2% -648 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: 8,845 shares; 2024Q4: 9,155 shares; 2025Q1: 8,749 shares; 2025Q2: 8,761 shares; 2025Q3: 9,711 shares; 2025Q4: 8,697 shares; 2026Q1: 8,792 shares; 2026Q2: 8,939 shares 8,939 $9.52M 0.2% +147 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: 10,135 shares; 2024Q4: 9,730 shares; 2025Q1: 9,323 shares; 2025Q2: 11,783 shares; 2025Q3: 14,730 shares; 2025Q4: 17,045 shares; 2026Q1: 16,041 shares; 2026Q2: 16,895 shares 16,895 $9.52M 0.2% +854 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: 117,881 shares; 2024Q4: 108,717 shares; 2025Q1: 106,518 shares; 2025Q2: 86,843 shares; 2025Q3: 88,066 shares; 2025Q4: 86,807 shares; 2026Q1: 67,622 shares; 2026Q2: 63,559 shares 63,559 $9.31M 0.19% -4,063 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,189 shares; 2024Q4: 43,780 shares; 2025Q1: 42,882 shares; 2025Q2: 41,281 shares; 2025Q3: 22,866 shares; 2025Q4: 22,757 shares; 2026Q1: 22,671 shares; 2026Q2: 22,638 shares 22,638 $9.27M 0.19% -33 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: 67,602 shares; 2024Q4: 67,522 shares; 2025Q1: 67,403 shares; 2025Q2: 66,543 shares; 2025Q3: 65,043 shares; 2025Q4: 64,942 shares; 2026Q1: 65,577 shares; 2026Q2: 66,461 shares 66,461 $9.14M 0.19% +884 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,169 shares; 2024Q4: 55,637 shares; 2025Q1: 40,212 shares; 2025Q2: 38,666 shares; 2025Q3: 40,139 shares; 2025Q4: 40,123 shares; 2026Q1: 40,128 shares; 2026Q2: 40,119 shares 40,119 $8.86M 0.18% -9 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: 28,570 shares; 2024Q4: 23,964 shares; 2025Q1: 23,094 shares; 2025Q2: 24,944 shares; 2025Q3: 25,716 shares; 2025Q4: 23,000 shares; 2026Q1: 24,796 shares; 2026Q2: 23,210 shares 23,210 $8.77M 0.18% -1,586 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: 25,254 shares; 2024Q4: 26,050 shares; 2025Q1: 21,901 shares; 2025Q2: 23,309 shares; 2025Q3: 23,388 shares; 2025Q4: 23,122 shares; 2026Q1: 24,441 shares; 2026Q2: 25,179 shares 25,179 $8.64M 0.18% +738 Timeline ESGV 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: 22,915 shares; 2024Q4: 22,915 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares; 2026Q2: 64,129 shares 64,129 $8.48M 0.18% +57,046 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,958 shares; 2024Q4: 134,645 shares; 2025Q1: 202,853 shares; 2025Q2: 182,406 shares; 2025Q3: 168,708 shares; 2025Q4: 165,095 shares; 2026Q1: 165,095 shares; 2026Q2: 165,095 shares 165,095 $8.31M 0.17% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,396 shares; 2024Q4: 10,444 shares; 2025Q1: 8,873 shares; 2025Q2: 8,553 shares; 2025Q3: 8,310 shares; 2025Q4: 43,924 shares; 2026Q1: 43,895 shares; 2026Q2: 45,003 shares 45,003 $8.18M 0.17% +1,108 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,995 shares; 2024Q4: 42,013 shares; 2025Q1: 102,151 shares; 2025Q2: 91,928 shares; 2025Q3: 93,675 shares; 2025Q4: 84,145 shares; 2026Q1: 95,328 shares; 2026Q2: 95,930 shares 95,930 $8.03M 0.17% +602 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: 20,565 shares; 2024Q4: 20,525 shares; 2025Q1: 20,513 shares; 2025Q2: 20,704 shares; 2025Q3: 20,951 shares; 2025Q4: 30,992 shares; 2026Q1: 21,159 shares; 2026Q2: 22,182 shares 22,182 $8.03M 0.17% +1,023 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: 11,109 shares; 2024Q4: 11,112 shares; 2025Q1: 11,061 shares; 2025Q2: 11,089 shares; 2025Q3: 11,139 shares; 2025Q4: 11,089 shares; 2026Q1: 8,650 shares; 2026Q2: 35,714 shares 35,714 $8.01M 0.17% +27,064 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: 107,643 shares; 2024Q4: 104,258 shares; 2025Q1: 94,574 shares; 2025Q2: 90,005 shares; 2025Q3: 75,170 shares; 2025Q4: 148,888 shares; 2026Q1: 152,606 shares; 2026Q2: 146,918 shares 146,918 $7.8M 0.16% -5,688 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: 180,015 shares; 2024Q4: 162,347 shares; 2025Q1: 103,865 shares; 2025Q2: 99,141 shares; 2025Q3: 94,535 shares; 2025Q4: 108,223 shares; 2026Q1: 103,092 shares; 2026Q2: 106,550 shares 106,550 $7.73M 0.16% +3,458 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,533 shares; 2024Q4: 27,167 shares; 2025Q1: 25,933 shares; 2025Q2: 25,949 shares; 2025Q3: 37,157 shares; 2025Q4: 35,222 shares; 2026Q1: 33,924 shares; 2026Q2: 31,463 shares 31,463 $7.63M 0.16% -2,461 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: 15,810 shares; 2024Q4: 15,347 shares; 2025Q1: 13,953 shares; 2025Q2: 13,532 shares; 2025Q3: 13,739 shares; 2025Q4: 13,974 shares; 2026Q1: 13,590 shares; 2026Q2: 10,397 shares 10,397 $7.52M 0.16% -3,193 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: 53,151 shares; 2024Q4: 47,067 shares; 2025Q1: 42,662 shares; 2025Q2: 43,857 shares; 2025Q3: 50,160 shares; 2025Q4: 48,641 shares; 2026Q1: 49,399 shares; 2026Q2: 53,325 shares 53,325 $7.45M 0.15% +3,926 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 10,852 shares; 2025Q1: 10,854 shares; 2025Q2: 13,097 shares; 2025Q3: 16,939 shares; 2025Q4: 12,771 shares; 2026Q1: 12,771 shares; 2026Q2: 14,698 shares 14,698 $7.43M 0.15% +1,927 Timeline QUS 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: 36,478 shares; 2024Q4: 35,996 shares; 2025Q1: 36,586 shares; 2025Q2: 37,582 shares; 2025Q3: 37,095 shares; 2025Q4: 39,723 shares; 2026Q1: 39,717 shares; 2026Q2: 39,752 shares 39,752 $7.43M 0.15% +35 Timeline DFAI 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: 54,000 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 421,786 shares; 2025Q3: 407,186 shares; 2025Q4: 407,186 shares; 2026Q1: 178,250 shares; 2026Q2: 178,250 shares 178,250 $7.35M 0.15% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 62,826 shares; 2025Q1: 42,232 shares; 2025Q2: 44,629 shares; 2025Q3: 47,653 shares; 2025Q4: 42,629 shares; 2026Q1: 42,629 shares; 2026Q2: 42,506 shares 42,506 $7.19M 0.15% -123 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: 80,861 shares; 2024Q4: 82,886 shares; 2025Q1: 77,805 shares; 2025Q2: 80,310 shares; 2025Q3: 81,679 shares; 2025Q4: 82,353 shares; 2026Q1: 82,052 shares; 2026Q2: 87,174 shares 87,174 $7.13M 0.15% +5,122 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,657 shares; 2025Q2: 2,727 shares; 2025Q3: 2,951 shares; 2025Q4: 4,196 shares; 2026Q1: 79,973 shares; 2026Q2: 81,632 shares 81,632 $7.1M 0.15% +1,659 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,539 shares; 2024Q4: 43,539 shares; 2025Q1: 43,539 shares; 2025Q2: 89,013 shares; 2025Q3: 87,105 shares; 2025Q4: 86,675 shares; 2026Q1: 86,675 shares; 2026Q2: 92,731 shares 92,731 $6.97M 0.14% +6,056 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,372 shares; 2024Q4: 23,579 shares; 2025Q1: 22,217 shares; 2025Q2: 22,463 shares; 2025Q3: 24,563 shares; 2025Q4: 26,519 shares; 2026Q1: 26,451 shares; 2026Q2: 27,249 shares 27,249 $6.93M 0.14% +798 Timeline CERY 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: 72,600 shares; 2026Q2: 204,400 shares 204,400 $6.83M 0.14% +131,800 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 11 shares; 2026Q2: 9 shares 9 $6.74M 0.14% -2 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,042 shares; 2024Q4: 158,286 shares; 2025Q1: 144,893 shares; 2025Q2: 92,851 shares; 2025Q3: 97,437 shares; 2025Q4: 94,839 shares; 2026Q1: 93,727 shares; 2026Q2: 88,300 shares 88,300 $6.68M 0.14% -5,427 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,504 shares; 2026Q1: 86,538 shares; 2026Q2: 87,565 shares 87,565 $6.52M 0.13% +1,027 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,481 shares 65,481 $6.44M 0.13% new 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: 2,495 shares; 2024Q4: 2,473 shares; 2025Q1: 1,327 shares; 2025Q2: 1,712 shares; 2025Q3: 3,029 shares; 2025Q4: 3,159 shares; 2026Q1: 4,100 shares; 2026Q2: 5,208 shares 5,208 $6.25M 0.13% +1,108 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 55,729 shares 55,729 $6.12M 0.13% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,458 shares; 2026Q2: 310,454 shares 310,454 $5.94M 0.12% +244,996 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,851 shares; 2026Q2: 80,494 shares 80,494 $5.89M 0.12% +39,643 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,008 shares; 2024Q4: 11,372 shares; 2025Q1: 11,775 shares; 2025Q2: 27,647 shares; 2025Q3: 65,285 shares; 2025Q4: 61,566 shares; 2026Q1: 78,903 shares; 2026Q2: 85,939 shares 85,939 $5.88M 0.12% +7,036 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,105 shares; 2024Q4: 76,535 shares; 2025Q1: 80,700 shares; 2025Q2: 110,057 shares; 2025Q3: 109,772 shares; 2025Q4: 22,642 shares; 2026Q1: 27,242 shares; 2026Q2: 27,452 shares 27,452 $5.84M 0.12% +210 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: 15,427 shares; 2024Q4: 16,576 shares; 2025Q1: 14,277 shares; 2025Q2: 14,767 shares; 2025Q3: 15,211 shares; 2025Q4: 15,960 shares; 2026Q1: 16,299 shares; 2026Q2: 16,150 shares 16,150 $5.7M 0.12% -149 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,712 shares; 2024Q4: 19,618 shares; 2025Q1: 18,984 shares; 2025Q2: 18,304 shares; 2025Q3: 18,857 shares; 2025Q4: 23,200 shares; 2026Q1: 20,229 shares; 2026Q2: 22,274 shares 22,274 $5.63M 0.12% +2,045 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: 59,979 shares; 2024Q4: 47,847 shares; 2025Q1: 56,081 shares; 2025Q2: 63,250 shares; 2025Q3: 63,253 shares; 2025Q4: 66,648 shares; 2026Q1: 66,452 shares; 2026Q2: 55,899 shares 55,899 $5.53M 0.11% -10,553 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: 37,027 shares; 2024Q4: 38,544 shares; 2025Q1: 35,457 shares; 2025Q2: 36,564 shares; 2025Q3: 37,396 shares; 2025Q4: 36,849 shares; 2026Q1: 37,452 shares; 2026Q2: 37,438 shares 37,438 $5.49M 0.11% -14 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,086 shares; 2024Q4: 52,617 shares; 2025Q1: 53,312 shares; 2025Q2: 127,626 shares; 2025Q3: 125,634 shares; 2025Q4: 59,099 shares; 2026Q1: 57,933 shares; 2026Q2: 58,184 shares 58,184 $5.37M 0.11% +251 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,484 shares; 2024Q4: 27,554 shares; 2025Q1: 23,212 shares; 2025Q2: 17,489 shares; 2025Q3: 17,075 shares; 2025Q4: 16,676 shares; 2026Q1: 18,484 shares; 2026Q2: 17,719 shares 17,719 $5.32M 0.11% -765 Timeline DFGR 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: 179,651 shares; 2025Q3: 179,651 shares; 2025Q4: 179,651 shares; 2026Q1: 179,651 shares; 2026Q2: 179,651 shares 179,651 $5.2M 0.11% 0 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: 25,296 shares; 2024Q4: 22,920 shares; 2025Q1: 21,852 shares; 2025Q2: 22,971 shares; 2025Q3: 22,636 shares; 2025Q4: 22,818 shares; 2026Q1: 22,945 shares; 2026Q2: 18,735 shares 18,735 $5.06M 0.1% -4,210 Timeline DUHP 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: 700,750 shares; 2024Q4: 1,248,100 shares; 2025Q1: 1,153,300 shares; 2025Q2: 1,594,051 shares; 2025Q3: 1,098,401 shares; 2025Q4: 1,037,400 shares; 2026Q1: 176,300 shares; 2026Q2: 118,100 shares 118,100 $4.93M 0.1% -58,200 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,559 shares; 2024Q4: 21,371 shares; 2025Q1: 14,515 shares; 2025Q2: 11,334 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares; 2026Q2: 55,710 shares 55,710 $4.8M 0.1% +46,425 Timeline SMMD 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: 5,843 shares; 2025Q2: 32,787 shares; 2025Q3: 33,092 shares; 2025Q4: 35,659 shares; 2026Q1: 51,411 shares; 2026Q2: 50,548 shares 50,548 $4.63M 0.1% -863 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,935 shares; 2024Q4: 135,681 shares; 2025Q1: 135,220 shares; 2025Q2: 135,295 shares; 2025Q3: 134,655 shares; 2025Q4: 134,630 shares; 2026Q1: 158,650 shares; 2026Q2: 47,200 shares 47,200 $4.61M 0.1% -111,450 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,924 shares; 2025Q1: 21,413 shares; 2025Q2: 21,633 shares; 2025Q3: 21,911 shares; 2025Q4: 21,747 shares; 2026Q1: 21,621 shares; 2026Q2: 22,225 shares 22,225 $4.56M 0.09% +604 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: 68,535 shares; 2024Q4: 61,945 shares; 2025Q1: 44,010 shares; 2025Q2: 48,104 shares; 2025Q3: 47,014 shares; 2025Q4: 18,904 shares; 2026Q1: 18,248 shares; 2026Q2: 17,917 shares 17,917 $4.51M 0.09% -331 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,529 shares; 2025Q3: 50,529 shares; 2025Q4: 50,529 shares; 2026Q1: 50,529 shares; 2026Q2: 50,529 shares 50,529 $4.47M 0.09% 0 Timeline VGIT 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: 45,944 shares; 2024Q4: 43,947 shares; 2025Q1: 72,214 shares; 2025Q2: 74,009 shares; 2025Q3: 72,334 shares; 2025Q4: 70,679 shares; 2026Q1: 70,679 shares; 2026Q2: 70,679 shares 70,679 $4.17M 0.09% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,287 shares; 2025Q3: 42,401 shares; 2025Q4: 214,179 shares; 2026Q1: 76,606 shares; 2026Q2: 74,136 shares 74,136 $3.96M 0.08% -2,470 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,218 shares 72,218 $3.91M 0.08% new 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: 10,231 shares; 2024Q4: 9,870 shares; 2025Q1: 9,543 shares; 2025Q2: 9,970 shares; 2025Q3: 10,106 shares; 2025Q4: 9,935 shares; 2026Q1: 7,310 shares; 2026Q2: 7,516 shares 7,516 $3.86M 0.08% +206 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,570 shares; 2025Q2: 21,568 shares; 2025Q3: 40,009 shares; 2025Q4: 40,765 shares; 2026Q1: 40,749 shares; 2026Q2: 41,170 shares 41,170 $3.85M 0.08% +421 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,961 shares; 2024Q4: 60,438 shares; 2025Q1: 62,548 shares; 2025Q2: 61,402 shares; 2025Q3: 61,135 shares; 2025Q4: 64,723 shares; 2026Q1: 64,723 shares; 2026Q2: 70,186 shares 70,186 $3.84M 0.08% +5,463 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,040 shares; 2024Q4: 48,107 shares; 2025Q1: 45,884 shares; 2025Q2: 61,831 shares; 2025Q3: 67,531 shares; 2025Q4: 62,304 shares; 2026Q1: 62,304 shares; 2026Q2: 63,304 shares 63,304 $3.78M 0.08% +1,000 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: 13,672 shares; 2024Q4: 20,483 shares; 2025Q1: 17,434 shares; 2025Q2: 22,822 shares; 2025Q3: 24,367 shares; 2025Q4: 24,636 shares; 2026Q1: 24,931 shares; 2026Q2: 31,901 shares 31,901 $3.75M 0.08% +6,970 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,298 shares; 2024Q4: 141,589 shares; 2025Q1: 131,931 shares; 2025Q2: 84,127 shares; 2025Q3: 86,977 shares; 2025Q4: 94,210 shares; 2026Q1: 94,209 shares; 2026Q2: 91,480 shares 91,480 $3.75M 0.08% -2,729 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: 54,900 shares; 2024Q4: 54,900 shares; 2025Q1: 109,800 shares; 2025Q2: 322,097 shares; 2025Q3: 305,097 shares; 2025Q4: 92,800 shares; 2026Q1: 92,800 shares; 2026Q2: 92,800 shares 92,800 $3.73M 0.08% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,554 shares 13,554 $3.69M 0.08% 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: 146,875 shares; 2024Q4: 144,175 shares; 2025Q1: 177,877 shares; 2025Q2: 76,776 shares; 2025Q3: 84,554 shares; 2025Q4: 84,947 shares; 2026Q1: 94,166 shares; 2026Q2: 50,873 shares 50,873 $3.62M 0.07% -43,293 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,314 shares; 2024Q4: 18,314 shares; 2025Q1: 18,314 shares; 2025Q2: 41,360 shares; 2025Q3: 38,832 shares; 2025Q4: 38,832 shares; 2026Q1: 38,985 shares; 2026Q2: 38,832 shares 38,832 $3.62M 0.07% -153 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,220 shares 112,220 $3.49M 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: not reported; 2026Q1: 4,462 shares; 2026Q2: 76,662 shares 76,662 $3.48M 0.07% +72,200 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,254 shares 51,254 $3.46M 0.07% 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: 25,372 shares; 2024Q4: 77,894 shares; 2025Q1: 75,888 shares; 2025Q2: 73,230 shares; 2025Q3: 69,958 shares; 2025Q4: 70,153 shares; 2026Q1: 70,344 shares; 2026Q2: 115,864 shares 115,864 $3.41M 0.07% +45,520 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,217 shares; 2025Q1: 2,042 shares; 2025Q2: 2,065 shares; 2025Q3: 2,235 shares; 2025Q4: 2,914 shares; 2026Q1: not reported; 2026Q2: 6,634 shares 6,634 $3.37M 0.07% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 72,088 shares 72,088 $3.33M 0.07% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,454 shares; 2026Q2: 20,000 shares 20,000 $3.31M 0.07% +9,546 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,300 shares; 2025Q1: 3,275 shares; 2025Q2: 4,442 shares; 2025Q3: 4,452 shares; 2025Q4: 4,477 shares; 2026Q1: 4,217 shares; 2026Q2: 4,588 shares 4,588 $3.3M 0.07% +371 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: 11,960 shares; 2024Q4: 13,739 shares; 2025Q1: 12,835 shares; 2025Q2: 13,192 shares; 2025Q3: 13,494 shares; 2025Q4: 15,188 shares; 2026Q1: 15,643 shares; 2026Q2: 15,759 shares 15,759 $3.29M 0.07% +116 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: 47,749 shares; 2024Q4: 51,454 shares; 2025Q1: 53,400 shares; 2025Q2: 53,292 shares; 2025Q3: 55,398 shares; 2025Q4: 54,442 shares; 2026Q1: 55,758 shares; 2026Q2: 57,610 shares 57,610 $3.28M 0.07% +1,852 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: 9,895 shares; 2024Q4: 14,394 shares; 2025Q1: 13,793 shares; 2025Q2: 16,372 shares; 2025Q3: 15,166 shares; 2025Q4: 15,229 shares; 2026Q1: 17,866 shares; 2026Q2: 11,962 shares 11,962 $3.26M 0.07% -5,904 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: 22,350 shares; 2024Q4: 16,695 shares; 2025Q1: 13,705 shares; 2025Q2: 16,710 shares; 2025Q3: 15,923 shares; 2025Q4: 16,028 shares; 2026Q1: 15,469 shares; 2026Q2: 16,635 shares 16,635 $3.16M 0.07% +1,166 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: 19,690 shares; 2024Q4: 21,971 shares; 2025Q1: 21,298 shares; 2025Q2: 21,237 shares; 2025Q3: 22,779 shares; 2025Q4: 21,691 shares; 2026Q1: 23,514 shares; 2026Q2: 24,188 shares 24,188 $3.13M 0.06% +674 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: 30,297 shares; 2024Q4: 30,297 shares; 2025Q1: 33,431 shares; 2025Q2: 22,259 shares; 2025Q3: 20,412 shares; 2025Q4: 25,388 shares; 2026Q1: 14,557 shares; 2026Q2: 14,230 shares 14,230 $3.12M 0.06% -327 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,237 shares; 2024Q4: 38,237 shares; 2025Q1: 69,174 shares; 2025Q2: 51,160 shares; 2025Q3: 51,160 shares; 2025Q4: 51,160 shares; 2026Q1: 59,360 shares; 2026Q2: 59,360 shares 59,360 $3.11M 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 4,086 shares; 2025Q1: 4,084 shares; 2025Q2: 4,287 shares; 2025Q3: 4,325 shares; 2025Q4: 4,308 shares; 2026Q1: 4,330 shares; 2026Q2: 4,358 shares 4,358 $3.11M 0.06% +28 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,151 shares; 2024Q4: 19,921 shares; 2025Q1: 19,250 shares; 2025Q2: 19,147 shares; 2025Q3: 18,497 shares; 2025Q4: 18,492 shares; 2026Q1: 35,825 shares; 2026Q2: 35,742 shares 35,742 $3.1M 0.06% -83 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,072 shares; 2025Q4: 6,131 shares; 2026Q1: 6,131 shares; 2026Q2: 15,117 shares 15,117 $3.06M 0.06% +8,986 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,577 shares; 2026Q1: 153,371 shares; 2026Q2: 153,701 shares 153,701 $3.01M 0.06% +330 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,373 shares; 2024Q4: 264,970 shares; 2025Q1: 247,577 shares; 2025Q2: 157,208 shares; 2025Q3: 153,430 shares; 2025Q4: 81,746 shares; 2026Q1: 64,044 shares; 2026Q2: 64,044 shares 64,044 $3.01M 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 2,598 shares; 2025Q1: 2,233 shares; 2025Q2: 37,605 shares; 2025Q3: 49,799 shares; 2025Q4: 49,799 shares; 2026Q1: 49,033 shares; 2026Q2: 32,537 shares 32,537 $3M 0.06% -16,496 Timeline EEMA 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: 28,760 shares; 2025Q3: 29,744 shares; 2025Q4: 32,429 shares; 2026Q1: 30,255 shares; 2026Q2: 25,431 shares 25,431 $2.97M 0.06% -4,824 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,891 shares; 2024Q4: 9,724 shares; 2025Q1: 9,724 shares; 2025Q2: 9,724 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares; 2026Q2: 5,910 shares 5,910 $2.85M 0.06% -1,870 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: 11,453 shares; 2024Q4: 11,453 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 11,453 shares; 2025Q4: 11,453 shares; 2026Q1: 11,816 shares; 2026Q2: 12,426 shares 12,426 $2.82M 0.06% +610 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,958 shares; 2024Q4: 55,180 shares; 2025Q1: 55,551 shares; 2025Q2: 55,290 shares; 2025Q3: 55,732 shares; 2025Q4: 56,120 shares; 2026Q1: 56,326 shares; 2026Q2: 56,727 shares 56,727 $2.8M 0.06% +401 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835,402 shares; 2024Q4: 817,427 shares; 2025Q1: 773,167 shares; 2025Q2: 773,167 shares; 2025Q3: 773,170 shares; 2025Q4: 773,174 shares; 2026Q1: 773,167 shares; 2026Q2: 773,167 shares 773,167 $2.79M 0.06% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,309 shares; 2025Q1: 39,309 shares; 2025Q2: 39,309 shares; 2025Q3: 33,409 shares; 2025Q4: 24,609 shares; 2026Q1: 44,609 shares; 2026Q2: 44,609 shares 44,609 $2.79M 0.06% 0 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,400 shares; 2026Q1: 67,500 shares; 2026Q2: 97,600 shares 97,600 $2.73M 0.06% +30,100 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: 1,114 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 991 shares; 2025Q3: 1,688 shares; 2025Q4: 2,167 shares; 2026Q1: 7,951 shares; 2026Q2: 4,105 shares 4,105 $2.69M 0.06% -3,846 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,204 shares; 2024Q4: 5,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,466 shares; 2026Q1: 1,507 shares; 2026Q2: 4,633 shares 4,633 $2.69M 0.06% +3,126 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,403 shares; 2024Q4: 534,474 shares; 2025Q1: 534,474 shares; 2025Q2: 748,666 shares; 2025Q3: 748,666 shares; 2025Q4: 748,666 shares; 2026Q1: 748,666 shares; 2026Q2: 748,829 shares 748,829 $2.64M 0.05% +163 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: 2,001 shares; 2024Q4: 4,093 shares; 2025Q1: 4,199 shares; 2025Q2: 6,806 shares; 2025Q3: 5,787 shares; 2025Q4: 6,918 shares; 2026Q1: 6,565 shares; 2026Q2: 7,731 shares 7,731 $2.64M 0.05% +1,166 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,275 shares; 2024Q4: 41,676 shares; 2025Q1: 41,552 shares; 2025Q2: 39,152 shares; 2025Q3: 16,875 shares; 2025Q4: 15,527 shares; 2026Q1: 31,329 shares; 2026Q2: 16,532 shares 16,532 $2.62M 0.05% -14,797 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,068 shares; 2024Q4: 511,097 shares; 2025Q1: 504,756 shares; 2025Q2: 513,209 shares; 2025Q3: 402,166 shares; 2025Q4: 386,509 shares; 2026Q1: 391,973 shares; 2026Q2: 36,272 shares 36,272 $2.62M 0.05% -355,701 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 2,772 shares; 2025Q1: 2,775 shares; 2025Q2: 2,778 shares; 2025Q3: 2,759 shares; 2025Q4: 2,668 shares; 2026Q1: 2,671 shares; 2026Q2: 21,393 shares 21,393 $2.56M 0.05% +18,722 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,603 shares; 2024Q4: 13,020 shares; 2025Q1: 14,875 shares; 2025Q2: 14,851 shares; 2025Q3: 15,012 shares; 2025Q4: 15,012 shares; 2026Q1: 15,259 shares; 2026Q2: 16,072 shares 16,072 $2.52M 0.05% +813 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $2.52M 0.05% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 3,578 shares; 2025Q1: 2,063 shares; 2025Q2: 2,357 shares; 2025Q3: 3,661 shares; 2025Q4: 2,625 shares; 2026Q1: 2,743 shares; 2026Q2: 2,620 shares 2,620 $2.45M 0.05% -123 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: 31,843 shares; 2024Q4: 35,329 shares; 2025Q1: 22,322 shares; 2025Q2: 12,615 shares; 2025Q3: 10,620 shares; 2025Q4: 10,974 shares; 2026Q1: 10,975 shares; 2026Q2: 10,977 shares 10,977 $2.39M 0.05% +2 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: 15,287 shares; 2024Q4: 15,292 shares; 2025Q1: 14,350 shares; 2025Q2: 14,949 shares; 2025Q3: 14,635 shares; 2025Q4: 14,911 shares; 2026Q1: 14,536 shares; 2026Q2: 14,559 shares 14,559 $2.36M 0.05% +23 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: 1,779 shares; 2024Q4: 3,395 shares; 2025Q1: 1,417 shares; 2025Q2: 1,073 shares; 2025Q3: not reported; 2025Q4: 1,531 shares; 2026Q1: 4,650 shares; 2026Q2: 4,867 shares 4,867 $2.33M 0.05% +217 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 20,308 shares 20,308 $2.3M 0.05% new 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: 3,004 shares; 2024Q4: 3,178 shares; 2025Q1: 3,004 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 3,247 shares 3,247 $2.29M 0.05% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 5,042 shares; 2025Q3: 12,410 shares; 2025Q4: 11,631 shares; 2026Q1: 11,071 shares; 2026Q2: 14,702 shares 14,702 $2.23M 0.05% +3,631 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 4,547 shares; 2025Q1: 4,312 shares; 2025Q2: 6,549 shares; 2025Q3: 6,715 shares; 2025Q4: 8,626 shares; 2026Q1: 8,659 shares; 2026Q2: 8,963 shares 8,963 $2.21M 0.05% +304 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,511 shares 100,511 $2.14M 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,693 shares; 2024Q4: 18,472 shares; 2025Q1: 16,466 shares; 2025Q2: 17,862 shares; 2025Q3: 18,794 shares; 2025Q4: 19,037 shares; 2026Q1: 18,832 shares; 2026Q2: 13,306 shares 13,306 $2.09M 0.04% -5,526 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,600 shares; 2025Q1: 1,422 shares; 2025Q2: 1,734 shares; 2025Q3: 1,602 shares; 2025Q4: 25,583 shares; 2026Q1: 20,846 shares; 2026Q2: 29,225 shares 29,225 $2.09M 0.04% +8,379 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 10,444 shares; 2025Q2: 13,820 shares; 2025Q3: 13,502 shares; 2025Q4: 12,660 shares; 2026Q1: 17,416 shares; 2026Q2: 21,633 shares 21,633 $2.09M 0.04% +4,217 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: 5,606 shares; 2024Q4: 8,362 shares; 2025Q1: 4,195 shares; 2025Q2: 5,677 shares; 2025Q3: 5,524 shares; 2025Q4: 5,424 shares; 2026Q1: 4,767 shares; 2026Q2: 5,531 shares 5,531 $2.07M 0.04% +764 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,150 shares; 2024Q4: 14,045 shares; 2025Q1: 15,102 shares; 2025Q2: 13,091 shares; 2025Q3: 12,134 shares; 2025Q4: 12,193 shares; 2026Q1: 10,942 shares; 2026Q2: 11,095 shares 11,095 $2.05M 0.04% +153 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL 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: 89,158 shares 89,158 $2.01M 0.04% new 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: 124,963 shares; 2024Q4: 18,573 shares; 2025Q1: 18,420 shares; 2025Q2: 19,213 shares; 2025Q3: 19,447 shares; 2025Q4: 19,415 shares; 2026Q1: 19,852 shares; 2026Q2: 19,629 shares 19,629 $2.01M 0.04% -223 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,663 shares; 2024Q4: 22,663 shares; 2025Q1: 18,414 shares; 2025Q2: 18,304 shares; 2025Q3: 18,431 shares; 2025Q4: 18,408 shares; 2026Q1: 16,239 shares; 2026Q2: 16,232 shares 16,232 $2M 0.04% -7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,037 shares; 2024Q4: 16,049 shares; 2025Q1: 16,005 shares; 2025Q2: 16,034 shares; 2025Q3: 16,075 shares; 2025Q4: 16,160 shares; 2026Q1: 16,274 shares; 2026Q2: 16,235 shares 16,235 $2M 0.04% -39 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: 64,190 shares; 2024Q4: 55,346 shares; 2025Q1: 40,986 shares; 2025Q2: 41,269 shares; 2025Q3: 41,536 shares; 2025Q4: 40,634 shares; 2026Q1: 34,315 shares; 2026Q2: 42,562 shares 42,562 $1.99M 0.04% +8,247 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,239 shares; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares; 2026Q1: 11,239 shares; 2026Q2: 11,239 shares 11,239 $1.99M 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,263 shares; 2024Q4: 21,627 shares; 2025Q1: 21,627 shares; 2025Q2: 21,797 shares; 2025Q3: 18,691 shares; 2025Q4: 18,825 shares; 2026Q1: 20,128 shares; 2026Q2: 20,465 shares 20,465 $1.98M 0.04% +337 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 30,032 shares; 2025Q4: 29,935 shares; 2026Q1: 30,011 shares; 2026Q2: 24,892 shares 24,892 $1.96M 0.04% -5,119 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,070 shares; 2024Q4: 26,028 shares; 2025Q1: 22,676 shares; 2025Q2: 22,779 shares; 2025Q3: 22,725 shares; 2025Q4: 22,647 shares; 2026Q1: 22,741 shares; 2026Q2: 22,805 shares 22,805 $1.93M 0.04% +64 Timeline CBON VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,000 shares 80,000 $1.91M 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,896 shares 58,896 $1.88M 0.04% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; 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: 12,804 shares; 2026Q2: 42,800 shares 42,800 $1.87M 0.04% +29,996 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 106,955 shares; 2025Q4: 106,955 shares; 2026Q1: 106,955 shares; 2026Q2: 106,955 shares 106,955 $1.81M 0.04% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,710 shares; 2025Q2: 5,105 shares; 2025Q3: 5,077 shares; 2025Q4: not reported; 2026Q1: 18,375 shares; 2026Q2: 18,445 shares 18,445 $1.79M 0.04% +70 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,611 shares; 2024Q4: 11,632 shares; 2025Q1: 10,351 shares; 2025Q2: 8,700 shares; 2025Q3: 8,050 shares; 2025Q4: 7,541 shares; 2026Q1: 5,542 shares; 2026Q2: 22,168 shares 22,168 $1.79M 0.04% +16,626 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: 25,130 shares; 2024Q4: 25,130 shares; 2025Q1: 25,103 shares; 2025Q2: 25,224 shares; 2025Q3: 25,330 shares; 2025Q4: 25,423 shares; 2026Q1: 25,494 shares; 2026Q2: 25,489 shares 25,489 $1.79M 0.04% -5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,805 shares; 2024Q4: 11,843 shares; 2025Q1: 11,831 shares; 2025Q2: 12,528 shares; 2025Q3: 12,679 shares; 2025Q4: 12,518 shares; 2026Q1: 12,498 shares; 2026Q2: 12,421 shares 12,421 $1.78M 0.04% -77 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,858 shares; 2024Q4: 25,858 shares; 2025Q1: 41,436 shares; 2025Q2: 36,513 shares; 2025Q3: 36,513 shares; 2025Q4: 34,563 shares; 2026Q1: 34,563 shares; 2026Q2: 44,000 shares 44,000 $1.77M 0.04% +9,437 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,080 shares; 2025Q1: 7,915 shares; 2025Q2: 35,509 shares; 2025Q3: 30,718 shares; 2025Q4: 10,899 shares; 2026Q1: 10,417 shares; 2026Q2: 10,379 shares 10,379 $1.76M 0.04% -38 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,767 shares 10,767 $1.71M 0.04% new 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: 8,436 shares; 2024Q4: 8,569 shares; 2025Q1: 7,887 shares; 2025Q2: 27,425 shares; 2025Q3: 22,357 shares; 2025Q4: 9,564 shares; 2026Q1: 5,124 shares; 2026Q2: 5,035 shares 5,035 $1.7M 0.04% -89 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: 12,220 shares; 2025Q4: 12,220 shares; 2026Q1: 12,220 shares; 2026Q2: 15,584 shares 15,584 $1.7M 0.04% +3,364 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,823 shares; 2026Q1: 3,812 shares; 2026Q2: 19,060 shares 19,060 $1.68M 0.03% +15,248 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,996 shares; 2025Q1: 2,377 shares; 2025Q2: 3,038 shares; 2025Q3: 11,737 shares; 2025Q4: 17,551 shares; 2026Q1: 17,778 shares; 2026Q2: 18,051 shares 18,051 $1.65M 0.03% +273 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,192 shares; 2026Q1: 12,192 shares; 2026Q2: 12,192 shares 12,192 $1.61M 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,240 shares; 2024Q4: 37,106 shares; 2025Q1: 26,642 shares; 2025Q2: 24,652 shares; 2025Q3: 11,305 shares; 2025Q4: 12,401 shares; 2026Q1: 11,780 shares; 2026Q2: 10,612 shares 10,612 $1.57M 0.03% -1,168 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares; 2026Q2: 29,000 shares 29,000 $1.57M 0.03% +14,500 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 63,500 shares; 2025Q2: 63,500 shares; 2025Q3: 63,500 shares; 2025Q4: 63,500 shares; 2026Q1: 63,500 shares; 2026Q2: 63,500 shares 63,500 $1.54M 0.03% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,400 shares; 2024Q4: 63,400 shares; 2025Q1: 63,400 shares; 2025Q2: 63,400 shares; 2025Q3: 63,400 shares; 2025Q4: 63,400 shares; 2026Q1: 63,400 shares; 2026Q2: 63,400 shares 63,400 $1.54M 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,048 shares; 2024Q4: 34,217 shares; 2025Q1: 36,324 shares; 2025Q2: 35,378 shares; 2025Q3: 32,205 shares; 2025Q4: 32,148 shares; 2026Q1: 32,226 shares; 2026Q2: 32,811 shares 32,811 $1.54M 0.03% +585 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; 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: 15,132 shares 15,132 $1.53M 0.03% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,873 shares; 2024Q4: 9,341 shares; 2025Q1: 8,765 shares; 2025Q2: 8,767 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares; 2026Q1: 8,500 shares; 2026Q2: 9,213 shares 9,213 $1.51M 0.03% +713 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,709 shares; 2024Q4: 40,595 shares; 2025Q1: 42,644 shares; 2025Q2: 45,691 shares; 2025Q3: 45,731 shares; 2025Q4: 23,916 shares; 2026Q1: 23,785 shares; 2026Q2: 25,509 shares 25,509 $1.49M 0.03% +1,724 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,494 shares; 2024Q4: 6,587 shares; 2025Q1: 6,500 shares; 2025Q2: 6,844 shares; 2025Q3: 4,146 shares; 2025Q4: 3,937 shares; 2026Q1: 4,027 shares; 2026Q2: 4,058 shares 4,058 $1.42M 0.03% +31 Timeline ICVT 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: 11,532 shares 11,532 $1.4M 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,053 shares 4,053 $1.39M 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,846 shares; 2024Q4: 36,996 shares; 2025Q1: 37,356 shares; 2025Q2: 36,506 shares; 2025Q3: 36,391 shares; 2025Q4: 6,243 shares; 2026Q1: 34,024 shares; 2026Q2: 33,547 shares 33,547 $1.39M 0.03% -477 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,118 shares; 2024Q4: 11,118 shares; 2025Q1: 10,624 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,445 shares; 2026Q1: 9,445 shares; 2026Q2: 9,340 shares 9,340 $1.37M 0.03% -105 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: 4,647 shares; 2024Q4: 3,755 shares; 2025Q1: 5,876 shares; 2025Q2: 6,394 shares; 2025Q3: 6,374 shares; 2025Q4: 7,187 shares; 2026Q1: 9,284 shares; 2026Q2: 9,768 shares 9,768 $1.37M 0.03% +484 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,104 shares 6,104 $1.37M 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,104 shares 6,104 $1.35M 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,750 shares; 2025Q2: 4,874 shares; 2025Q3: 5,196 shares; 2025Q4: 4,936 shares; 2026Q1: 4,945 shares; 2026Q2: 3,968 shares 3,968 $1.33M 0.03% -977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,565 shares 24,565 $1.32M 0.03% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,426 shares 17,426 $1.32M 0.03% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,796 shares; 2024Q4: 173,035 shares; 2025Q1: 173,035 shares; 2025Q2: 132,210 shares; 2025Q3: 132,210 shares; 2025Q4: 132,210 shares; 2026Q1: 132,210 shares; 2026Q2: 142,210 shares 142,210 $1.32M 0.03% +10,000 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,210 shares; 2024Q4: 9,553 shares; 2025Q1: 11,811 shares; 2025Q2: 14,093 shares; 2025Q3: 15,774 shares; 2025Q4: 11,878 shares; 2026Q1: 11,094 shares; 2026Q2: 14,973 shares 14,973 $1.31M 0.03% +3,879 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: 54,830 shares; 2024Q4: 64,793 shares; 2025Q1: 46,835 shares; 2025Q2: 44,877 shares; 2025Q3: 44,894 shares; 2025Q4: 4,868 shares; 2026Q1: 12,883 shares; 2026Q2: 5,007 shares 5,007 $1.3M 0.03% -7,876 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 25,001 shares; 2026Q2: 24,961 shares 24,961 $1.3M 0.03% -40 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: 949 shares; 2024Q4: 1,477 shares; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,053 shares; 2025Q4: 1,062 shares; 2026Q1: 978 shares; 2026Q2: 1,102 shares 1,102 $1.3M 0.03% +124 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 4,463 shares; 2025Q1: 4,465 shares; 2025Q2: 4,469 shares; 2025Q3: 4,474 shares; 2025Q4: 4,479 shares; 2026Q1: 4,486 shares; 2026Q2: 4,092 shares 4,092 $1.29M 0.03% -394 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 2,935 shares; 2025Q2: 6,591 shares; 2025Q3: 6,816 shares; 2025Q4: 6,617 shares; 2026Q1: 6,633 shares; 2026Q2: 6,658 shares 6,658 $1.29M 0.03% +25 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,763 shares 16,763 $1.27M 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,632 shares; 2025Q1: 1,900 shares; 2025Q2: 1,977 shares; 2025Q3: 2,011 shares; 2025Q4: 2,112 shares; 2026Q1: 2,121 shares; 2026Q2: 2,486 shares 2,486 $1.27M 0.03% +365 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: 7,433 shares; 2024Q4: 7,527 shares; 2025Q1: 6,104 shares; 2025Q2: 7,003 shares; 2025Q3: 7,016 shares; 2025Q4: 7,006 shares; 2026Q1: 7,850 shares; 2026Q2: 2,515 shares 2,515 $1.26M 0.03% -5,335 Timeline IBDT 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: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 49,825 shares; 2026Q1: 49,825 shares; 2026Q2: 49,825 shares 49,825 $1.26M 0.03% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,554 shares; 2026Q2: 96,554 shares 96,554 $1.24M 0.03% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 25,984 shares; 2025Q4: 61,485 shares; 2026Q1: 125,977 shares; 2026Q2: 126,017 shares 126,017 $1.24M 0.03% +40 Timeline IBDU 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: 53,350 shares 53,350 $1.24M 0.03% new 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: 464 shares; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 3,023 shares; 2026Q2: 3,104 shares 3,104 $1.23M 0.03% +81 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,268 shares; 2024Q4: 7,293 shares; 2025Q1: 4,835 shares; 2025Q2: 10,466 shares; 2025Q3: 9,373 shares; 2025Q4: 9,398 shares; 2026Q1: 7,200 shares; 2026Q2: 15,661 shares 15,661 $1.21M 0.03% +8,461 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,200 shares; 2025Q4: 42,300 shares; 2026Q1: not reported; 2026Q2: 70,029 shares 70,029 $1.21M 0.03% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,549 shares; 2024Q4: 9,549 shares; 2025Q1: 11,964 shares; 2025Q2: 11,964 shares; 2025Q3: 11,964 shares; 2025Q4: 11,964 shares; 2026Q1: 11,964 shares; 2026Q2: 11,964 shares 11,964 $1.2M 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,105 shares 21,105 $1.2M 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,384 shares 15,384 $1.2M 0.02% new Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: 14,825 shares; 2026Q2: 13,829 shares 13,829 $1.19M 0.02% -996 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,703 shares; 2024Q4: 8,002 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares; 2026Q1: 8,002 shares; 2026Q2: 7,764 shares 7,764 $1.18M 0.02% -238 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,338 shares; 2025Q2: 56,420 shares; 2025Q3: 56,338 shares; 2025Q4: 56,338 shares; 2026Q1: 56,338 shares; 2026Q2: 56,338 shares 56,338 $1.18M 0.02% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,634 shares 25,634 $1.18M 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,475 shares; 2024Q4: 12,529 shares; 2025Q1: 11,958 shares; 2025Q2: 12,073 shares; 2025Q3: 12,324 shares; 2025Q4: 10,708 shares; 2026Q1: 10,817 shares; 2026Q2: 5,334 shares 5,334 $1.18M 0.02% -5,483 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,919 shares; 2026Q1: not reported; 2026Q2: 31,895 shares 31,895 $1.17M 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 413 shares; 2025Q1: 404 shares; 2025Q2: 415 shares; 2025Q3: 464 shares; 2025Q4: 450 shares; 2026Q1: 1,857 shares; 2026Q2: 1,864 shares 1,864 $1.16M 0.02% +7 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 3,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,794 shares; 2025Q4: 5,884 shares; 2026Q1: 5,796 shares; 2026Q2: 5,816 shares 5,816 $1.13M 0.02% +20 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: 2,481 shares; 2024Q4: 1,929 shares; 2025Q1: 1,656 shares; 2025Q2: 2,853 shares; 2025Q3: 2,805 shares; 2025Q4: 3,821 shares; 2026Q1: 4,698 shares; 2026Q2: 4,016 shares 4,016 $1.13M 0.02% -682 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 2,485 shares; 2025Q1: 1,857 shares; 2025Q2: 2,164 shares; 2025Q3: 2,179 shares; 2025Q4: 2,156 shares; 2026Q1: 1,834 shares; 2026Q2: 2,487 shares 2,487 $1.13M 0.02% +653 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,684 shares; 2025Q3: 3,671 shares; 2025Q4: 3,487 shares; 2026Q1: 2,232 shares; 2026Q2: 3,739 shares 3,739 $1.11M 0.02% +1,507 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: 11,335 shares; 2025Q1: 9,307 shares; 2025Q2: 9,523 shares; 2025Q3: 9,854 shares; 2025Q4: 1,488 shares; 2026Q1: 1,441 shares; 2026Q2: 2,569 shares 2,569 $1.11M 0.02% +1,128 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,427 shares 40,427 $1.09M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,455 shares; 2025Q4: 3,451 shares; 2026Q1: 3,478 shares; 2026Q2: 2,945 shares 2,945 $1.09M 0.02% -533 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,981 shares 15,981 $1.08M 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,763 shares; 2024Q4: 7,673 shares; 2025Q1: 7,641 shares; 2025Q2: 7,640 shares; 2025Q3: 7,658 shares; 2025Q4: 7,999 shares; 2026Q1: 7,642 shares; 2026Q2: 7,762 shares 7,762 $1.07M 0.02% +120 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,951 shares 29,951 $1.06M 0.02% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,452 shares; 2024Q4: 6,495 shares; 2025Q1: 6,495 shares; 2025Q2: 6,518 shares; 2025Q3: 6,541 shares; 2025Q4: 13,082 shares; 2026Q1: 13,082 shares; 2026Q2: 13,082 shares 13,082 $1.06M 0.02% 0 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: 20,045 shares; 2024Q4: 20,091 shares; 2025Q1: 20,090 shares; 2025Q2: 20,107 shares; 2025Q3: 20,303 shares; 2025Q4: 20,238 shares; 2026Q1: 20,233 shares; 2026Q2: 9,555 shares 9,555 $1.06M 0.02% -10,678 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: 52,548 shares; 2024Q4: 52,547 shares; 2025Q1: 48,671 shares; 2025Q2: 48,539 shares; 2025Q3: 47,998 shares; 2025Q4: 47,998 shares; 2026Q1: 47,998 shares; 2026Q2: 47,998 shares 47,998 $1.05M 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 13,240 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 13,240 shares; 2026Q1: 13,240 shares; 2026Q2: 13,240 shares 13,240 $1.05M 0.02% 0 Timeline XLG 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: 4,419 shares; 2025Q4: 10,261 shares; 2026Q1: 14,210 shares; 2026Q2: 16,996 shares 16,996 $1.04M 0.02% +2,786 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 24,388 shares; 2025Q1: 39,226 shares; 2025Q2: 14,362 shares; 2025Q3: 13,968 shares; 2025Q4: 12,990 shares; 2026Q1: 12,990 shares; 2026Q2: 12,990 shares 12,990 $1.04M 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,517 shares 19,517 $1.04M 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,597 shares; 2024Q4: 14,572 shares; 2025Q1: 14,572 shares; 2025Q2: 14,012 shares; 2025Q3: 13,459 shares; 2025Q4: 13,409 shares; 2026Q1: 8,788 shares; 2026Q2: 8,788 shares 8,788 $1.03M 0.02% 0 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: 11,620 shares; 2024Q4: 10,220 shares; 2025Q1: 5,787 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 12,512 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $1.02M 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,392 shares; 2025Q3: 15,449 shares; 2025Q4: 37,929 shares; 2026Q1: 37,737 shares; 2026Q2: 37,894 shares 37,894 $1.02M 0.02% +157 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,566 shares 24,566 $1.01M 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,990 shares; 2024Q4: 15,019 shares; 2025Q1: 10,180 shares; 2025Q2: 11,130 shares; 2025Q3: 11,120 shares; 2025Q4: 12,994 shares; 2026Q1: 12,210 shares; 2026Q2: 10,360 shares 10,360 $1.01M 0.02% -1,850 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 3,725 shares; 2025Q1: 3,984 shares; 2025Q2: 4,054 shares; 2025Q3: 3,901 shares; 2025Q4: 3,787 shares; 2026Q1: 7,793 shares; 2026Q2: 8,561 shares 8,561 $1M 0.02% +768 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: 8,571 shares; 2024Q4: 7,736 shares; 2025Q1: 6,926 shares; 2025Q2: 6,921 shares; 2025Q3: 5,906 shares; 2025Q4: 6,190 shares; 2026Q1: 4,343 shares; 2026Q2: 3,287 shares 3,287 $996K 0.02% -1,056 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,210 shares; 2024Q4: 7,425 shares; 2025Q1: 8,200 shares; 2025Q2: 8,923 shares; 2025Q3: 8,272 shares; 2025Q4: 8,170 shares; 2026Q1: 8,414 shares; 2026Q2: 9,573 shares 9,573 $995K 0.02% +1,159 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,925 shares 12,925 $985K 0.02% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,263 shares; 2025Q4: 14,279 shares; 2026Q1: 14,289 shares; 2026Q2: 11,704 shares 11,704 $977K 0.02% -2,585 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: 10,930 shares; 2024Q4: 15,389 shares; 2025Q1: 12,241 shares; 2025Q2: 26,860 shares; 2025Q3: 14,245 shares; 2025Q4: 26,176 shares; 2026Q1: 21,972 shares; 2026Q2: 47,101 shares 47,101 $975K 0.02% +25,129 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,871 shares; 2025Q2: 1,922 shares; 2025Q3: 1,476 shares; 2025Q4: 951 shares; 2026Q1: 920 shares; 2026Q2: 990 shares 990 $952K 0.02% +70 Timeline SPYX 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: 23,956 shares; 2024Q4: 23,956 shares; 2025Q1: 23,956 shares; 2025Q2: 23,289 shares; 2025Q3: 24,888 shares; 2025Q4: 24,496 shares; 2026Q1: 17,992 shares; 2026Q2: 15,462 shares 15,462 $945K 0.02% -2,530 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: 43,957 shares; 2024Q4: 38,821 shares; 2025Q1: 29,512 shares; 2025Q2: 36,083 shares; 2025Q3: 38,200 shares; 2025Q4: 37,537 shares; 2026Q1: 39,768 shares; 2026Q2: 39,055 shares 39,055 $940K 0.02% -713 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: 25,702 shares; 2024Q4: 28,969 shares; 2025Q1: 20,936 shares; 2025Q2: 23,796 shares; 2025Q3: 23,035 shares; 2025Q4: 23,342 shares; 2026Q1: 10,563 shares; 2026Q2: 10,140 shares 10,140 $920K 0.02% -423 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 4,182 shares; 2025Q1: 4,178 shares; 2025Q2: 5,590 shares; 2025Q3: 5,577 shares; 2025Q4: 5,453 shares; 2026Q1: 5,050 shares; 2026Q2: 5,119 shares 5,119 $915K 0.02% +69 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,544 shares; 2024Q4: 13,827 shares; 2025Q1: 15,427 shares; 2025Q2: 11,892 shares; 2025Q3: 10,798 shares; 2025Q4: 25,736 shares; 2026Q1: 32,465 shares; 2026Q2: 21,244 shares 21,244 $907K 0.02% -11,221 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: 8,240 shares; 2024Q4: 5,260 shares; 2025Q1: 5,432 shares; 2025Q2: 4,680 shares; 2025Q3: 9,963 shares; 2025Q4: 9,795 shares; 2026Q1: 11,382 shares; 2026Q2: 10,906 shares 10,906 $901K 0.02% -476 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,945 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 18,945 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares; 2026Q1: 18,945 shares; 2026Q2: 18,945 shares 18,945 $898K 0.02% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,378 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,378 shares; 2025Q3: 15,378 shares; 2025Q4: 15,378 shares; 2026Q1: 15,378 shares; 2026Q2: 15,378 shares 15,378 $886K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 241 shares; 2025Q4: 240 shares; 2026Q1: 238 shares; 2026Q2: 277 shares 277 $885K 0.02% +39 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: 5,183 shares; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,295 shares; 2026Q1: 6,286 shares; 2026Q2: 10,169 shares 10,169 $869K 0.02% +3,883 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,273 shares; 2025Q1: 3,254 shares; 2025Q2: 3,260 shares; 2025Q3: 3,266 shares; 2025Q4: 3,302 shares; 2026Q1: 3,299 shares; 2026Q2: 3,309 shares 3,309 $868K 0.02% +10 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares; 2026Q1: 7,710 shares; 2026Q2: 7,710 shares 7,710 $866K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,858 shares; 2025Q1: 89,342 shares; 2025Q2: 61,782 shares; 2025Q3: 61,976 shares; 2025Q4: 64,136 shares; 2026Q1: 65,411 shares; 2026Q2: 64,015 shares 64,015 $855K 0.02% -1,396 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: 2,385 shares; 2024Q4: 2,160 shares; 2025Q1: 2,195 shares; 2025Q2: 2,080 shares; 2025Q3: 2,128 shares; 2025Q4: 2,941 shares; 2026Q1: 2,328 shares; 2026Q2: 2,182 shares 2,182 $845K 0.02% -146 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,817 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares; 2026Q1: 8,817 shares; 2026Q2: 8,817 shares 8,817 $841K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,252 shares; 2025Q3: 3,432 shares; 2025Q4: 3,268 shares; 2026Q1: 3,318 shares; 2026Q2: 3,501 shares 3,501 $837K 0.02% +183 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $833K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,465 shares; 2026Q2: 22,275 shares 22,275 $819K 0.02% -1,190 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 528 shares; 2025Q4: 1,670 shares; 2026Q1: 1,609 shares; 2026Q2: 1,644 shares 1,644 $807K 0.02% +35 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,217 shares; 2025Q1: 2,224 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,220 shares; 2026Q1: 2,222 shares; 2026Q2: 2,220 shares 2,220 $805K 0.02% -2 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: 3,190 shares; 2024Q4: 3,519 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares; 2026Q2: 3,401 shares 3,401 $805K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,538 shares; 2025Q1: 2,113 shares; 2025Q2: 911 shares; 2025Q3: 951 shares; 2025Q4: 927 shares; 2026Q1: 2,085 shares; 2026Q2: 2,539 shares 2,539 $802K 0.02% +454 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,493 shares; 2026Q1: 1,492 shares; 2026Q2: 1,492 shares 1,492 $801K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $796K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 1,424 shares; 2025Q1: 1,059 shares; 2025Q2: 1,731 shares; 2025Q3: 2,131 shares; 2025Q4: 3,307 shares; 2026Q1: 1,665 shares; 2026Q2: 395 shares 395 $786K 0.02% -1,270 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,225 shares; 2026Q2: 3,226 shares 3,226 $784K 0.02% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 1,213 shares; 2025Q1: 1,009 shares; 2025Q2: 1,539 shares; 2025Q3: 1,675 shares; 2025Q4: 1,711 shares; 2026Q1: 1,622 shares; 2026Q2: 1,812 shares 1,812 $772K 0.02% +190 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: 89,041 shares; 2024Q4: 73,390 shares; 2025Q1: 29,537 shares; 2025Q2: 11,032 shares; 2025Q3: 10,210 shares; 2025Q4: 8,573 shares; 2026Q1: 8,400 shares; 2026Q2: 7,982 shares 7,982 $770K 0.02% -418 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: 982 shares; 2024Q4: 875 shares; 2025Q1: 463 shares; 2025Q2: 472 shares; 2025Q3: 478 shares; 2025Q4: 636 shares; 2026Q1: 659 shares; 2026Q2: 786 shares 786 $769K 0.02% +127 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,337 shares; 2024Q4: 32,137 shares; 2025Q1: 32,137 shares; 2025Q2: 32,137 shares; 2025Q3: 31,800 shares; 2025Q4: 48,060 shares; 2026Q1: not reported; 2026Q2: 17,828 shares 17,828 $760K 0.02% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,610 shares; 2024Q4: 71,133 shares; 2025Q1: 30,183 shares; 2025Q2: 17,704 shares; 2025Q3: 17,102 shares; 2025Q4: 15,195 shares; 2026Q1: 15,014 shares; 2026Q2: 15,013 shares 15,013 $749K 0.02% -1 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: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,971 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares; 2026Q1: 3,971 shares; 2026Q2: 3,971 shares 3,971 $747K 0.02% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 1,694 shares; 2026Q1: 1,690 shares; 2026Q2: 1,384 shares 1,384 $746K 0.02% -306 Timeline EDIV 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: 9,420 shares; 2024Q4: 7,720 shares; 2025Q1: 15,440 shares; 2025Q2: 15,440 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares; 2026Q2: 18,200 shares 18,200 $745K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,617 shares; 2025Q2: 2,836 shares; 2025Q3: 2,971 shares; 2025Q4: 2,948 shares; 2026Q1: 1,255 shares; 2026Q2: 2,426 shares 2,426 $723K 0.01% +1,171 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,921 shares; 2025Q1: 3,965 shares; 2025Q2: 3,995 shares; 2025Q3: 4,025 shares; 2025Q4: 4,007 shares; 2026Q1: 4,081 shares; 2026Q2: 4,199 shares 4,199 $712K 0.01% +118 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: 1,798 shares; 2025Q1: 1,796 shares; 2025Q2: 2,033 shares; 2025Q3: 2,040 shares; 2025Q4: 1,648 shares; 2026Q1: 1,543 shares; 2026Q2: 1,547 shares 1,547 $710K 0.01% +4 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,704 shares 9,704 $709K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 2,956 shares 2,956 $704K 0.01% -44 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,702 shares; 2024Q4: 55,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,976 shares 16,976 $703K 0.01% new 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 3,104 shares; 2025Q2: 3,542 shares; 2025Q3: 3,585 shares; 2025Q4: 4,158 shares; 2026Q1: 5,682 shares; 2026Q2: 5,963 shares 5,963 $702K 0.01% +281 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,122 shares; 2025Q1: 2,102 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,380 shares; 2026Q1: 3,342 shares; 2026Q2: 3,483 shares 3,483 $699K 0.01% +141 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,200 shares 58,200 $692K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 6,054 shares 6,054 $677K 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,245 shares 3,245 $676K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,389 shares; 2026Q1: 4,062 shares; 2026Q2: 4,110 shares 4,110 $671K 0.01% +48 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: 40,771 shares; 2024Q4: 52,808 shares; 2025Q1: 30,824 shares; 2025Q2: 24,967 shares; 2025Q3: 1,706 shares; 2025Q4: 1,444 shares; 2026Q1: 2,988 shares; 2026Q2: 3,061 shares 3,061 $663K 0.01% +73 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares; 2026Q2: 12,457 shares 12,457 $646K 0.01% +3,307 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 236 shares; 2025Q4: 219 shares; 2026Q1: 530 shares; 2026Q2: 533 shares 533 $637K 0.01% +3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,737 shares; 2025Q1: not reported; 2025Q2: 3,452 shares; 2025Q3: 2,273 shares; 2025Q4: 2,415 shares; 2026Q1: 2,390 shares; 2026Q2: 5,459 shares 5,459 $637K 0.01% +3,069 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: not reported; 2026Q2: 3,371 shares 3,371 $636K 0.01% new 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: 12,577 shares; 2024Q4: 11,420 shares; 2025Q1: 8,793 shares; 2025Q2: 9,570 shares; 2025Q3: 9,564 shares; 2025Q4: 9,536 shares; 2026Q1: 9,760 shares; 2026Q2: 3,334 shares 3,334 $636K 0.01% -6,426 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,758 shares; 2025Q1: 8,758 shares; 2025Q2: 8,758 shares; 2025Q3: 8,758 shares; 2025Q4: 8,758 shares; 2026Q1: 8,758 shares; 2026Q2: 8,758 shares 8,758 $633K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI 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: 1,695 shares 1,695 $629K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 1,992 shares; 2025Q1: 1,580 shares; 2025Q2: 1,711 shares; 2025Q3: 1,807 shares; 2025Q4: 1,745 shares; 2026Q1: 1,756 shares; 2026Q2: 1,765 shares 1,765 $625K 0.01% +9 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,504 shares; 2025Q1: 10,677 shares; 2025Q2: 10,541 shares; 2025Q3: 10,127 shares; 2025Q4: 10,123 shares; 2026Q1: 10,086 shares; 2026Q2: 10,122 shares 10,122 $621K 0.01% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,016 shares; 2025Q3: 24,554 shares; 2025Q4: 3,533 shares; 2026Q1: 2,948 shares; 2026Q2: 2,833 shares 2,833 $619K 0.01% -115 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,272 shares; 2024Q4: 7,272 shares; 2025Q1: 7,272 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,303 shares; 2026Q2: 6,485 shares 6,485 $588K 0.01% -818 Timeline NORW 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: 18,232 shares; 2024Q4: 18,232 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares; 2026Q1: 18,232 shares; 2026Q2: 18,232 shares 18,232 $582K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,142 shares 36,142 $574K 0.01% new Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $567K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 2,959 shares; 2026Q1: 3,048 shares; 2026Q2: 2,631 shares 2,631 $560K 0.01% -417 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 5,287 shares; 2025Q4: 5,287 shares; 2026Q1: 5,287 shares; 2026Q2: 5,287 shares 5,287 $553K 0.01% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 27,200 shares 27,200 $551K 0.01% new 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: 164,335 shares; 2024Q4: 4,091 shares; 2025Q1: 3,938 shares; 2025Q2: 4,420 shares; 2025Q3: 4,601 shares; 2025Q4: 114,769 shares; 2026Q1: 9,221 shares; 2026Q2: 9,482 shares 9,482 $546K 0.01% +261 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: 4,680 shares; 2024Q4: 6,846 shares; 2025Q1: 5,807 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares 2,166 $546K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,415 shares 5,415 $539K 0.01% new 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: 86,748 shares; 2024Q4: 81,138 shares; 2025Q1: 53,530 shares; 2025Q2: 53,578 shares; 2025Q3: 53,701 shares; 2025Q4: 3,592 shares; 2026Q1: 3,792 shares; 2026Q2: 3,934 shares 3,934 $538K 0.01% +142 Timeline ICLN 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: 26,088 shares 26,088 $535K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 6,046 shares; 2026Q1: 5,544 shares; 2026Q2: 5,544 shares 5,544 $534K 0.01% 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: 309 shares; 2024Q4: 273 shares; 2025Q1: 267 shares; 2025Q2: 1,423 shares; 2025Q3: 1,390 shares; 2025Q4: 379 shares; 2026Q1: 127 shares; 2026Q2: 2,989 shares 2,989 $533K 0.01% +2,862 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: 4,597 shares; 2024Q4: 4,624 shares; 2025Q1: 4,548 shares; 2025Q2: 3,928 shares; 2025Q3: 2,745 shares; 2025Q4: 2,795 shares; 2026Q1: 816 shares; 2026Q2: 833 shares 833 $530K 0.01% +17 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 2,164 shares; 2025Q4: 2,732 shares; 2026Q1: 2,444 shares; 2026Q2: 2,477 shares 2,477 $528K 0.01% +33 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,127 shares; 2024Q4: not reported; 2025Q1: 5,227 shares; 2025Q2: 6,235 shares; 2025Q3: 6,702 shares; 2025Q4: 7,867 shares; 2026Q1: 7,241 shares; 2026Q2: 7,085 shares 7,085 $527K 0.01% -156 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $524K 0.01% new 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: 1,769 shares; 2026Q2: 2,034 shares 2,034 $520K 0.01% +265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,419 shares; 2025Q3: 4,379 shares; 2025Q4: 4,381 shares; 2026Q1: 3,714 shares; 2026Q2: 3,280 shares 3,280 $514K 0.01% -434 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares; 2026Q1: 1,625 shares; 2026Q2: 2,243 shares 2,243 $509K 0.01% +618 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares; 2025Q4: 5,373 shares; 2026Q1: 5,373 shares; 2026Q2: 5,373 shares 5,373 $508K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,227 shares; 2025Q1: 3,399 shares; 2025Q2: 3,486 shares; 2025Q3: 3,608 shares; 2025Q4: 3,807 shares; 2026Q1: 3,779 shares; 2026Q2: 3,848 shares 3,848 $503K 0.01% +69 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,757 shares; 2024Q4: 7,354 shares; 2025Q1: 6,633 shares; 2025Q2: 3,396 shares; 2025Q3: 5,652 shares; 2025Q4: 4,238 shares; 2026Q1: 4,211 shares; 2026Q2: 4,039 shares 4,039 $503K 0.01% -172 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,508 shares 2,508 $501K 0.01% 0 Timeline OPTU OPTIMUM COMMUNICATIONS INC More: the full row for OPTIMUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133,075 shares; 2025Q1: 66,500 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 231,060 shares; 2026Q2: 341,971 shares 341,971 $496K 0.01% +110,911 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 1,768 shares; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 4,705 shares; 2025Q4: 5,004 shares; 2026Q1: 5,010 shares; 2026Q2: 4,532 shares 4,532 $487K 0.01% -478 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares; 2026Q2: 5,665 shares 5,665 $485K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 2,092 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 865 shares; 2025Q4: 1,650 shares; 2026Q1: 1,670 shares; 2026Q2: 1,731 shares 1,731 $483K 0.01% +61 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: 136,610 shares; 2024Q4: 129,242 shares; 2025Q1: 82,650 shares; 2025Q2: 77,306 shares; 2025Q3: 81,549 shares; 2025Q4: 3,369 shares; 2026Q1: 3,528 shares; 2026Q2: 4,667 shares 4,667 $483K 0.01% +1,139 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,440 shares; 2026Q1: 11,440 shares; 2026Q2: 11,440 shares 11,440 $483K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,888 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,829 shares; 2025Q4: 2,869 shares; 2026Q1: 3,159 shares; 2026Q2: 3,333 shares 3,333 $482K 0.01% +174 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: 5,538 shares; 2024Q4: 5,711 shares; 2025Q1: 5,702 shares; 2025Q2: 5,439 shares; 2025Q3: 6,048 shares; 2025Q4: 2,477 shares; 2026Q1: 2,677 shares; 2026Q2: 2,887 shares 2,887 $477K 0.01% +210 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares; 2026Q1: 5,902 shares; 2026Q2: 5,893 shares 5,893 $477K 0.01% -9 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: 9,442 shares; 2024Q4: 9,442 shares; 2025Q1: 9,958 shares; 2025Q2: 6,205 shares; 2025Q3: 6,205 shares; 2025Q4: 6,205 shares; 2026Q1: 6,205 shares; 2026Q2: 6,205 shares 6,205 $475K 0.01% 0 Timeline PWRL POWERLAW CORP More: the full row for POWERLAW 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: 32,329 shares 32,329 $475K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 5,798 shares; 2025Q1: 4,972 shares; 2025Q2: 4,992 shares; 2025Q3: 5,239 shares; 2025Q4: 5,052 shares; 2026Q1: 5,156 shares; 2026Q2: 5,191 shares 5,191 $470K 0.01% +35 Timeline DFUV 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: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares; 2026Q1: 8,530 shares; 2026Q2: 8,530 shares 8,530 $469K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,488 shares; 2026Q1: 22,871 shares; 2026Q2: 23,091 shares 23,091 $459K 0.01% +220 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,429 shares 14,429 $458K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $452K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares; 2026Q2: 266 shares 266 $452K 0.01% +63 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,566 shares; 2025Q3: 22,918 shares; 2025Q4: 2,180 shares; 2026Q1: 1,190 shares; 2026Q2: 1,125 shares 1,125 $447K 0.01% -65 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,697 shares; 2024Q4: 7,916 shares; 2025Q1: 4,183 shares; 2025Q2: 5,255 shares; 2025Q3: 4,289 shares; 2025Q4: not reported; 2026Q1: 4,958 shares; 2026Q2: 5,984 shares 5,984 $439K 0.01% +1,026 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 11,375 shares; 2025Q4: 11,355 shares; 2026Q1: 11,355 shares; 2026Q2: 9,434 shares 9,434 $436K 0.01% -1,921 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 2,362 shares; 2025Q4: 2,207 shares; 2026Q1: 2,241 shares; 2026Q2: 1,855 shares 1,855 $426K 0.01% -386 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,641 shares; 2024Q4: 51,641 shares; 2025Q1: 51,841 shares; 2025Q2: 51,641 shares; 2025Q3: 51,641 shares; 2025Q4: 35,210 shares; 2026Q1: 35,210 shares; 2026Q2: 35,210 shares 35,210 $420K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,243 shares; 2024Q4: 12,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,159 shares; 2026Q1: 1,259 shares; 2026Q2: 2,033 shares 2,033 $417K 0.01% +774 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 4,906 shares; 2025Q1: 4,916 shares; 2025Q2: 4,916 shares; 2025Q3: 4,972 shares; 2025Q4: 4,433 shares; 2026Q1: 4,427 shares; 2026Q2: 4,590 shares 4,590 $410K 0.01% +163 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,547 shares 12,547 $409K 0.01% +47 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares; 2025Q4: 1,673 shares; 2026Q1: 1,692 shares; 2026Q2: 1,385 shares 1,385 $405K 0.01% -307 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 2,392 shares; 2025Q1: 2,357 shares; 2025Q2: 2,495 shares; 2025Q3: 2,481 shares; 2025Q4: 2,472 shares; 2026Q1: 2,482 shares; 2026Q2: 2,519 shares 2,519 $403K 0.01% +37 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,724 shares 14,724 $401K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,048 shares; 2026Q1: 1,049 shares; 2026Q2: 858 shares 858 $397K 0.01% -191 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,966 shares 8,966 $395K 0.01% new 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: 434 shares; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: not reported; 2026Q2: 515 shares 515 $393K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares; 2026Q1: 5,161 shares; 2026Q2: 5,349 shares 5,349 $393K 0.01% +188 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,714 shares 7,714 $389K 0.01% 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: 8,621 shares; 2024Q4: 8,638 shares; 2025Q1: 8,200 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,787 shares; 2026Q1: 10,593 shares; 2026Q2: 10,520 shares 10,520 $389K 0.01% -73 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,559 shares 19,559 $385K 0.01% new Timeline UCIB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,867 shares 11,867 $385K 0.01% 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: 3,220 shares; 2024Q4: 3,222 shares; 2025Q1: 3,224 shares; 2025Q2: 3,226 shares; 2025Q3: 3,227 shares; 2025Q4: 3,229 shares; 2026Q1: 3,231 shares; 2026Q2: 3,232 shares 3,232 $385K 0.01% +1 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,268 shares 3,268 $379K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,566 shares; 2025Q1: 1,085 shares; 2025Q2: 2,238 shares; 2025Q3: 1,233 shares; 2025Q4: 1,192 shares; 2026Q1: 1,148 shares; 2026Q2: 1,569 shares 1,569 $375K 0.01% +421 Timeline SJNK 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: 14,938 shares 14,938 $374K 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,349 shares; 2026Q2: 5,408 shares 5,408 $371K 0.01% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,289 shares; 2025Q4: 2,257 shares; 2026Q1: 2,361 shares; 2026Q2: 2,520 shares 2,520 $369K 0.01% +159 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,554 shares; 2024Q4: 111,554 shares; 2025Q1: 95,462 shares; 2025Q2: 95,462 shares; 2025Q3: 95,570 shares; 2025Q4: 95,462 shares; 2026Q1: 95,212 shares; 2026Q2: 95,493 shares 95,493 $368K 0.01% +281 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: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares; 2026Q2: 4,518 shares 4,518 $359K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 683 shares; 2025Q1: 490 shares; 2025Q2: 1,043 shares; 2025Q3: 1,094 shares; 2025Q4: 6,094 shares; 2026Q1: 5,960 shares; 2026Q2: 3,613 shares 3,613 $359K 0.01% -2,347 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,553 shares 20,553 $358K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,198 shares 19,198 $356K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 673 shares; 2026Q2: 716 shares 716 $356K 0.01% +43 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: 800 shares; 2024Q4: 801 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,141 shares; 2026Q2: 679 shares 679 $356K 0.01% -462 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares; 2026Q2: 1,556 shares 1,556 $349K 0.01% +40 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,112 shares 32,112 $348K 0.01% new Timeline DFUS 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: 4,294 shares; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares; 2026Q2: 4,198 shares 4,198 $344K 0.01% -96 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,148 shares; 2025Q1: 1,935 shares; 2025Q2: 2,504 shares; 2025Q3: 2,600 shares; 2025Q4: 2,535 shares; 2026Q1: 2,569 shares; 2026Q2: 2,633 shares 2,633 $333K 0.01% +64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 902 shares; 2025Q2: 930 shares; 2025Q3: 1,068 shares; 2025Q4: 998 shares; 2026Q1: 1,043 shares; 2026Q2: 1,060 shares 1,060 $333K 0.01% +17 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,479 shares 1,479 $330K 0.01% new 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: 1,218 shares; 2026Q2: 1,286 shares 1,286 $329K 0.01% +68 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,859 shares; 2026Q2: 5,237 shares 5,237 $328K 0.01% +378 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 439 shares; 2025Q4: 502 shares; 2026Q1: 396 shares; 2026Q2: 427 shares 427 $323K 0.01% +31 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 2,417 shares; 2025Q4: 2,398 shares; 2026Q1: 1,836 shares; 2026Q2: 2,889 shares 2,889 $322K 0.01% +1,053 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $320K 0.01% new 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: 37,586 shares; 2024Q4: 38,337 shares; 2025Q1: 27,452 shares; 2025Q2: 27,447 shares; 2025Q3: 27,634 shares; 2025Q4: 10,868 shares; 2026Q1: 10,827 shares; 2026Q2: 11,679 shares 11,679 $320K 0.01% +852 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares; 2026Q1: 11,953 shares; 2026Q2: 7,388 shares 7,388 $319K 0.01% -4,565 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,589 shares; 2025Q2: 10,648 shares; 2025Q3: 8,653 shares; 2025Q4: 8,944 shares; 2026Q1: 6,335 shares; 2026Q2: 6,590 shares 6,590 $316K 0.01% +255 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares; 2026Q2: 1,167 shares 1,167 $314K 0.01% +42 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 1,003 shares; 2026Q1: 931 shares; 2026Q2: 4,703 shares 4,703 $310K 0.01% +3,772 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $305K 0.01% new 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: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,958 shares; 2025Q2: 1,974 shares; 2025Q3: 2,045 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 888 shares 888 $303K 0.01% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares; 2026Q2: 3,812 shares 3,812 $296K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares; 2026Q2: 2,122 shares 2,122 $295K 0.01% -13 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,150 shares 7,150 $295K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,657 shares; 2026Q2: 5,657 shares 5,657 $293K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $293K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,979 shares; 2024Q4: 13,979 shares; 2025Q1: 14,129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares; 2026Q1: 1,843 shares; 2026Q2: 1,850 shares 1,850 $292K 0.01% +7 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 252 shares; 2026Q1: 195 shares; 2026Q2: 211 shares 211 $292K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,519 shares 1,519 $289K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,012 shares; 2024Q4: 15,814 shares; 2025Q1: 15,814 shares; 2025Q2: 15,852 shares; 2025Q3: 15,817 shares; 2025Q4: 15,861 shares; 2026Q1: 15,836 shares; 2026Q2: 3,806 shares 3,806 $289K 0.01% -12,030 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 4,338 shares; 2025Q1: 3,653 shares; 2025Q2: 3,708 shares; 2025Q3: 3,240 shares; 2025Q4: 3,220 shares; 2026Q1: 3,275 shares; 2026Q2: 3,544 shares 3,544 $288K 0.01% +269 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,196 shares; 2025Q2: 5,428 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: 4,748 shares; 2026Q2: 5,084 shares 5,084 $287K 0.01% +336 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 1,886 shares; 2025Q2: 2,042 shares; 2025Q3: not reported; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,144 shares 2,144 $285K 0.01% +1 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,458 shares; 2026Q1: 1,381 shares; 2026Q2: 1,171 shares 1,171 $284K 0.01% -210 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,135 shares; 2025Q1: 2,091 shares; 2025Q2: 2,352 shares; 2025Q3: 2,318 shares; 2025Q4: 2,292 shares; 2026Q1: 2,320 shares; 2026Q2: 2,342 shares 2,342 $284K 0.01% +22 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 901 shares 901 $284K 0.01% +167 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,776 shares; 2025Q1: 3,541 shares; 2025Q2: 3,643 shares; 2025Q3: 3,556 shares; 2025Q4: 3,568 shares; 2026Q1: 3,550 shares; 2026Q2: 3,656 shares 3,656 $282K 0.01% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,147 shares 9,147 $279K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 4,220 shares; 2026Q2: 3,909 shares 3,909 $274K 0.01% -311 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 885 shares; 2026Q1: 923 shares; 2026Q2: 938 shares 938 $273K 0.01% +15 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: not reported; 2026Q1: not reported; 2026Q2: 2,370 shares 2,370 $272K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 492 shares; 2026Q1: 493 shares; 2026Q2: 471 shares 471 $270K 0.01% -22 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 12,807 shares; 2025Q4: 12,817 shares; 2026Q1: 12,886 shares; 2026Q2: 10,678 shares 10,678 $270K 0.01% -2,208 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,474 shares; 2025Q3: 2,475 shares; 2025Q4: 2,478 shares; 2026Q1: 2,445 shares; 2026Q2: 2,450 shares 2,450 $268K 0.01% +5 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 4,191 shares; 2025Q4: 4,220 shares; 2026Q1: 4,195 shares; 2026Q2: 3,479 shares 3,479 $266K 0.01% -716 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,346 shares; 2026Q1: 3,389 shares; 2026Q2: 2,838 shares 2,838 $265K 0.01% -551 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 1,979 shares; 2025Q3: 2,012 shares; 2025Q4: 1,998 shares; 2026Q1: 1,533 shares; 2026Q2: 1,954 shares 1,954 $263K 0.01% +421 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,310 shares; 2026Q1: 3,379 shares; 2026Q2: 3,339 shares 3,339 $263K 0.01% -40 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 3,976 shares; 2026Q1: 3,783 shares; 2026Q2: 3,135 shares 3,135 $261K 0.01% -648 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 3,330 shares; 2025Q1: 3,328 shares; 2025Q2: 3,323 shares; 2025Q3: 3,327 shares; 2025Q4: 3,296 shares; 2026Q1: 3,346 shares; 2026Q2: 3,289 shares 3,289 $259K 0.01% -57 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 1,930 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares; 2026Q2: 2,177 shares 2,177 $257K 0.01% +374 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares; 2026Q1: 596 shares; 2026Q2: 616 shares 616 $257K 0.01% +20 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 2,335 shares; 2026Q1: 3,215 shares; 2026Q2: 3,298 shares 3,298 $253K 0.01% +83 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: not reported; 2026Q1: 7,992 shares; 2026Q2: 8,278 shares 8,278 $252K 0.01% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,364 shares 4,364 $252K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,182 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $250K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,891 shares; 2024Q4: 11,900 shares; 2025Q1: 11,908 shares; 2025Q2: 11,914 shares; 2025Q3: 9,068 shares; 2025Q4: 7,131 shares; 2026Q1: not reported; 2026Q2: 2,811 shares 2,811 $247K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,323 shares; 2025Q2: 2,343 shares; 2025Q3: 2,113 shares; 2025Q4: 2,304 shares; 2026Q1: 2,113 shares; 2026Q2: 2,129 shares 2,129 $246K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,026 shares; 2026Q2: 1,022 shares 1,022 $241K <0.01% -4 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,756 shares; 2024Q4: 2,677 shares; 2025Q1: 2,076 shares; 2025Q2: 2,315 shares; 2025Q3: 2,370 shares; 2025Q4: 2,363 shares; 2026Q1: 2,202 shares; 2026Q2: 2,217 shares 2,217 $239K <0.01% +15 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $238K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,718 shares; 2025Q4: 1,596 shares; 2026Q1: 1,102 shares; 2026Q2: 1,119 shares 1,119 $238K <0.01% +17 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 8,527 shares; 2026Q1: 8,527 shares; 2026Q2: 8,527 shares 8,527 $237K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,001 shares; 2024Q4: 27,471 shares; 2025Q1: 18,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares; 2026Q2: 2,665 shares 2,665 $234K <0.01% +17 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,145 shares 5,145 $232K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,459 shares; 2024Q4: 5,459 shares; 2025Q1: 5,422 shares; 2025Q2: 5,713 shares; 2025Q3: 5,724 shares; 2025Q4: 5,685 shares; 2026Q1: not reported; 2026Q2: 5,715 shares 5,715 $228K <0.01% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 921 shares 921 $225K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $224K <0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,066 shares 8,066 $223K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,532 shares; 2026Q1: 1,519 shares; 2026Q2: 1,295 shares 1,295 $223K <0.01% -224 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 2,518 shares 2,518 $223K <0.01% new 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: 4,920 shares 4,920 $223K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $223K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares; 2026Q2: 673 shares 673 $222K <0.01% +9 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,485 shares 3,485 $221K <0.01% new Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,975 shares; 2024Q4: 31,975 shares; 2025Q1: 31,975 shares; 2025Q2: 31,975 shares; 2025Q3: 31,975 shares; 2025Q4: 31,975 shares; 2026Q1: 31,975 shares; 2026Q2: 31,975 shares 31,975 $221K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $219K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,782 shares; 2024Q4: 58,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 2,718 shares; 2026Q2: 2,810 shares 2,810 $217K <0.01% +92 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 1,677 shares; 2026Q1: 1,620 shares; 2026Q2: 1,602 shares 1,602 $215K <0.01% -18 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,126 shares 3,126 $213K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,494 shares; 2024Q4: 16,252 shares; 2025Q1: 14,219 shares; 2025Q2: 14,255 shares; 2025Q3: 12,103 shares; 2025Q4: not reported; 2026Q1: 6,268 shares; 2026Q2: 5,606 shares 5,606 $213K <0.01% -662 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,679 shares; 2025Q3: 70,298 shares; 2025Q4: 5,456 shares; 2026Q1: 3,354 shares; 2026Q2: 2,702 shares 2,702 $212K <0.01% -652 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,096 shares; 2024Q4: 129,743 shares; 2025Q1: 115,622 shares; 2025Q2: 99,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,760 shares 2,760 $211K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 1,957 shares 1,957 $209K <0.01% new Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $208K <0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $207K <0.01% new Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,992 shares 3,992 $205K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,451 shares; 2024Q4: 37,902 shares; 2025Q1: 26,566 shares; 2025Q2: 30,770 shares; 2025Q3: 33,268 shares; 2025Q4: 237,477 shares; 2026Q1: 214,995 shares; 2026Q2: 8,316 shares 8,316 $204K <0.01% -206,679 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,264 shares; 2025Q3: 7,318 shares; 2025Q4: 7,283 shares; 2026Q1: 7,274 shares; 2026Q2: 7,279 shares 7,279 $204K <0.01% +5 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 14,605 shares; 2025Q1: 15,058 shares; 2025Q2: 15,568 shares; 2025Q3: 16,122 shares; 2025Q4: 16,733 shares; 2026Q1: 17,333 shares; 2026Q2: 17,995 shares 17,995 $201K <0.01% +662 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $141K <0.01% new Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT 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: 13,585 shares; 2025Q4: 13,585 shares; 2026Q1: 13,592 shares; 2026Q2: 11,415 shares 11,415 $130K <0.01% -2,177 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,030 shares 15,030 $124K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 10,710 shares; 2025Q4: 22,657 shares; 2026Q1: 22,854 shares; 2026Q2: 22,724 shares 22,724 $107K <0.01% -130 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,549 shares; 2024Q4: 18,549 shares; 2025Q1: 18,549 shares; 2025Q2: 18,549 shares; 2025Q3: 18,549 shares; 2025Q4: 18,549 shares; 2026Q1: 18,549 shares; 2026Q2: 18,549 shares 18,549 $92.4K <0.01% 0 Timeline