DFAC 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: 652,779 shares; 2024Q4: 681,821 shares; 2025Q1: 702,362 shares; 2025Q2: 700,142 shares; 2025Q3: 718,911 shares; 2025Q4: 703,849 shares; 2026Q1: 724,910 shares; 2026Q2: 724,338 shares 724,338 $32.1M 11.73% -572 Timeline DUSB 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: 242,256 shares; 2024Q4: 279,417 shares; 2025Q1: 301,465 shares; 2025Q2: 322,284 shares; 2025Q3: 342,524 shares; 2025Q4: 350,439 shares; 2026Q1: 483,517 shares; 2026Q2: 511,900 shares 511,900 $26M 9.49% +28,383 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: 161,707 shares; 2024Q4: 175,503 shares; 2025Q1: 215,780 shares; 2025Q2: 210,728 shares; 2025Q3: 216,874 shares; 2025Q4: 235,262 shares; 2026Q1: 267,323 shares; 2026Q2: 297,466 shares 297,466 $24.4M 8.9% +30,143 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,363 shares; 2024Q4: 139,130 shares; 2025Q1: 185,262 shares; 2025Q2: 186,842 shares; 2025Q3: 194,485 shares; 2025Q4: 270,187 shares; 2026Q1: 392,050 shares; 2026Q2: 429,003 shares 429,003 $20.1M 7.34% +36,953 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: 234,106 shares; 2024Q4: 241,179 shares; 2025Q1: 272,654 shares; 2025Q2: 261,001 shares; 2025Q3: 267,232 shares; 2025Q4: 284,729 shares; 2026Q1: 306,109 shares; 2026Q2: 355,694 shares 355,694 $14.7M 5.36% +49,585 Timeline DFIC 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: 255,403 shares; 2024Q4: 279,963 shares; 2025Q1: 302,611 shares; 2025Q2: 309,456 shares; 2025Q3: 314,087 shares; 2025Q4: 312,060 shares; 2026Q1: 353,079 shares; 2026Q2: 354,625 shares 354,625 $13.2M 4.82% +1,546 Timeline DFAU 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: 165,844 shares; 2024Q4: 174,110 shares; 2025Q1: 177,067 shares; 2025Q2: 196,482 shares; 2025Q3: 195,051 shares; 2025Q4: 191,545 shares; 2026Q1: 188,393 shares; 2026Q2: 188,177 shares 188,177 $9.73M 3.55% -216 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: 65,057 shares; 2024Q4: 69,786 shares; 2025Q1: 91,749 shares; 2025Q2: 93,111 shares; 2025Q3: 90,464 shares; 2025Q4: 109,924 shares; 2026Q1: 144,948 shares; 2026Q2: 164,221 shares 164,221 $6.6M 2.41% +19,273 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: 25,428 shares; 2024Q4: 24,989 shares; 2025Q1: 23,712 shares; 2025Q2: 22,974 shares; 2025Q3: 22,357 shares; 2025Q4: 22,442 shares; 2026Q1: 21,344 shares; 2026Q2: 21,329 shares 21,329 $6.17M 2.25% -15 Timeline DFEM 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: 63,863 shares; 2024Q4: 68,158 shares; 2025Q1: 74,152 shares; 2025Q2: 77,241 shares; 2025Q3: 80,096 shares; 2025Q4: 107,694 shares; 2026Q1: 124,174 shares; 2026Q2: 131,314 shares 131,314 $5.34M 1.95% +7,140 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: 7,266 shares; 2024Q4: 7,682 shares; 2025Q1: 8,519 shares; 2025Q2: 8,562 shares; 2025Q3: 8,537 shares; 2025Q4: 8,352 shares; 2026Q1: 9,213 shares; 2026Q2: 57,225 shares 57,225 $4.93M 1.8% +48,012 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: 40,802 shares; 2024Q4: 39,999 shares; 2025Q1: 39,874 shares; 2025Q2: 39,844 shares; 2025Q3: 34,798 shares; 2025Q4: 34,720 shares; 2026Q1: 31,601 shares; 2026Q2: 28,123 shares 28,123 $3.3M 1.21% -3,478 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: 4,062 shares; 2024Q4: 4,007 shares; 2025Q1: 3,415 shares; 2025Q2: 3,358 shares; 2025Q3: 3,296 shares; 2025Q4: 4,451 shares; 2026Q1: 4,235 shares; 2026Q2: 4,211 shares 4,211 $3.14M 1.15% -24 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,436 shares; 2024Q4: 14,113 shares; 2025Q1: 14,050 shares; 2025Q2: 13,975 shares; 2025Q3: 13,573 shares; 2025Q4: 10,881 shares; 2026Q1: 10,940 shares; 2026Q2: 11,001 shares 11,001 $3.08M 1.12% +61 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: 24,990 shares; 2024Q4: 24,511 shares; 2025Q1: 21,269 shares; 2025Q2: 20,328 shares; 2025Q3: 17,545 shares; 2025Q4: 17,519 shares; 2026Q1: 17,456 shares; 2026Q2: 16,706 shares 16,706 $3.02M 1.1% -750 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 7,975 shares; 2025Q2: 4,929 shares; 2025Q3: 8,081 shares; 2025Q4: 10,280 shares; 2026Q1: 12,858 shares; 2026Q2: 11,885 shares 11,885 $2.83M 1.03% -973 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,726 shares; 2024Q4: 41,466 shares; 2025Q1: 80,396 shares; 2025Q2: 60,558 shares; 2025Q3: 59,696 shares; 2025Q4: 58,339 shares; 2026Q1: 58,547 shares; 2026Q2: 58,512 shares 58,512 $2.8M 1.02% -35 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: 12,607 shares; 2024Q4: 13,652 shares; 2025Q1: 13,687 shares; 2025Q2: 10,924 shares; 2025Q3: 10,841 shares; 2025Q4: 10,532 shares; 2026Q1: 7,848 shares; 2026Q2: 7,719 shares 7,719 $2.73M 1% -129 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,557 shares; 2024Q4: 22,974 shares; 2025Q1: 22,969 shares; 2025Q2: 22,928 shares; 2025Q3: 22,756 shares; 2025Q4: 22,467 shares; 2026Q1: 18,918 shares; 2026Q2: 15,579 shares 15,579 $2.64M 0.96% -3,339 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: 12,240 shares; 2024Q4: 12,278 shares; 2025Q1: 12,661 shares; 2025Q2: 12,293 shares; 2025Q3: 11,824 shares; 2025Q4: 11,947 shares; 2026Q1: 12,202 shares; 2026Q2: 12,453 shares 12,453 $2.49M 0.91% +251 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: 11,255 shares; 2024Q4: 11,897 shares; 2025Q1: 11,854 shares; 2025Q2: 14,633 shares; 2025Q3: 14,657 shares; 2025Q4: 14,684 shares; 2026Q1: 14,636 shares; 2026Q2: 11,573 shares 11,573 $2.46M 0.9% -3,063 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: 19,595 shares; 2024Q4: 19,128 shares; 2025Q1: 19,132 shares; 2025Q2: 19,087 shares; 2025Q3: 19,111 shares; 2025Q4: 19,245 shares; 2026Q1: 29,571 shares; 2026Q2: 29,527 shares 29,527 $2.29M 0.84% -44 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: 27,607 shares; 2024Q4: 25,470 shares; 2025Q1: 24,956 shares; 2025Q2: 24,527 shares; 2025Q3: 25,865 shares; 2025Q4: 27,310 shares; 2026Q1: 27,188 shares; 2026Q2: 27,071 shares 27,071 $2.27M 0.83% -117 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: 46,419 shares; 2024Q4: 45,699 shares; 2025Q1: 45,500 shares; 2025Q2: 45,736 shares; 2025Q3: 45,214 shares; 2025Q4: 43,963 shares; 2026Q1: 40,984 shares; 2026Q2: 36,934 shares 36,934 $2.1M 0.77% -4,050 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: 162,654 shares; 2024Q4: 160,951 shares; 2025Q1: 158,670 shares; 2025Q2: 157,530 shares; 2025Q3: 157,693 shares; 2025Q4: 128,292 shares; 2026Q1: 103,676 shares; 2026Q2: 103,538 shares 103,538 $1.95M 0.71% -138 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,572 shares; 2025Q1: 1,239 shares; 2025Q2: 987 shares; 2025Q3: 959 shares; 2025Q4: 937 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $1.8M 0.66% 0 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: 15,456 shares; 2024Q4: 14,801 shares; 2025Q1: 14,965 shares; 2025Q2: 15,145 shares; 2025Q3: 15,158 shares; 2025Q4: 15,230 shares; 2026Q1: 15,156 shares; 2026Q2: 15,158 shares 15,158 $1.72M 0.63% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,354 shares; 2025Q1: 2,301 shares; 2025Q2: 2,266 shares; 2025Q3: 2,274 shares; 2025Q4: 2,279 shares; 2026Q1: 2,283 shares; 2026Q2: 2,275 shares 2,275 $1.6M 0.58% -8 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: 4,196 shares; 2024Q4: 4,039 shares; 2025Q1: 3,598 shares; 2025Q2: 3,564 shares; 2025Q3: 3,098 shares; 2025Q4: 3,121 shares; 2026Q1: 2,819 shares; 2026Q2: 2,795 shares 2,795 $1.57M 0.57% -24 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: not reported; 2024Q4: not reported; 2025Q1: 8,802 shares; 2025Q2: 13,006 shares; 2025Q3: 12,772 shares; 2025Q4: 12,751 shares; 2026Q1: 21,410 shares; 2026Q2: 21,428 shares 21,428 $1.55M 0.56% +18 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,416 shares; 2024Q4: 233,926 shares; 2025Q1: 239,143 shares; 2025Q2: 310,048 shares; 2025Q3: 277,139 shares; 2025Q4: 187,809 shares; 2026Q1: 185,836 shares; 2026Q2: 185,375 shares 185,375 $1.49M 0.55% -461 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,892 shares; 2024Q4: 17,777 shares; 2025Q1: 30,763 shares; 2025Q2: 30,674 shares; 2025Q3: 23,868 shares; 2025Q4: 23,875 shares; 2026Q1: 18,933 shares; 2026Q2: 18,912 shares 18,912 $1.43M 0.52% -21 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,730 shares; 2024Q4: 30,104 shares; 2025Q1: 30,127 shares; 2025Q2: 30,114 shares; 2025Q3: 30,291 shares; 2025Q4: 30,764 shares; 2026Q1: 30,770 shares; 2026Q2: 31,073 shares 31,073 $1.39M 0.51% +303 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: 532 shares; 2024Q4: 13,407 shares; 2025Q1: 13,391 shares; 2025Q2: 13,324 shares; 2025Q3: 16,614 shares; 2025Q4: 16,335 shares; 2026Q1: 32,601 shares; 2026Q2: 49,241 shares 49,241 $1.37M 0.5% +16,640 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: 5,369 shares; 2024Q4: 5,369 shares; 2025Q1: 5,168 shares; 2025Q2: 4,638 shares; 2025Q3: 4,453 shares; 2025Q4: 4,239 shares; 2026Q1: 3,689 shares; 2026Q2: 3,569 shares 3,569 $1.31M 0.48% -120 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 2,570 shares; 2025Q1: 2,621 shares; 2025Q2: 2,647 shares; 2025Q3: 2,738 shares; 2025Q4: 2,718 shares; 2026Q1: 2,801 shares; 2026Q2: 3,454 shares 3,454 $1.29M 0.47% +653 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 2,438 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,442 shares; 2026Q1: 2,443 shares; 2026Q2: 2,443 shares 2,443 $1.24M 0.45% 0 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: 31,291 shares; 2024Q4: 28,851 shares; 2025Q1: 28,359 shares; 2025Q2: 27,835 shares; 2025Q3: 27,902 shares; 2025Q4: 27,972 shares; 2026Q1: 27,833 shares; 2026Q2: 27,645 shares 27,645 $1.15M 0.42% -188 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: 7,428 shares; 2024Q4: 7,311 shares; 2025Q1: 7,329 shares; 2025Q2: 7,323 shares; 2025Q3: 7,051 shares; 2025Q4: 7,073 shares; 2026Q1: 6,958 shares; 2026Q2: 6,958 shares 6,958 $1.14M 0.42% 0 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: 7,784 shares; 2024Q4: 7,704 shares; 2025Q1: 7,712 shares; 2025Q2: 7,734 shares; 2025Q3: 7,736 shares; 2025Q4: 7,679 shares; 2026Q1: 7,702 shares; 2026Q2: 7,699 shares 7,699 $1.13M 0.41% -3 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: 10,586 shares; 2024Q4: 11,540 shares; 2025Q1: 8,137 shares; 2025Q2: 7,250 shares; 2025Q3: 7,265 shares; 2025Q4: 7,280 shares; 2026Q1: 7,339 shares; 2026Q2: 7,332 shares 7,332 $1.09M 0.4% -7 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,347 shares; 2025Q3: 13,360 shares; 2025Q4: 13,492 shares; 2026Q1: 10,876 shares; 2026Q2: 10,947 shares 10,947 $1.04M 0.38% +71 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,000 shares 82,000 $1.04M 0.38% new 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: 6,265 shares; 2024Q4: 18,591 shares; 2025Q1: 18,591 shares; 2025Q2: 24,982 shares; 2025Q3: 25,129 shares; 2025Q4: 25,134 shares; 2026Q1: 25,134 shares; 2026Q2: 32,441 shares 32,441 $1.03M 0.38% +7,307 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 145,952 shares; 2026Q1: 145,206 shares; 2026Q2: 145,170 shares 145,170 $1.03M 0.38% -36 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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 shares; 2025Q3: 1 shares; 2025Q4: 10,912 shares; 2026Q1: 10,891 shares; 2026Q2: 21,284 shares 21,284 $1.03M 0.37% +10,393 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: 1,708 shares; 2024Q4: 1,663 shares; 2025Q1: 1,666 shares; 2025Q2: 1,393 shares; 2025Q3: 1,375 shares; 2025Q4: 13,881 shares; 2026Q1: 13,990 shares; 2026Q2: 13,981 shares 13,981 $998K 0.36% -9 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,374 shares; 2024Q4: 15,195 shares; 2025Q1: 15,172 shares; 2025Q2: 14,900 shares; 2025Q3: 14,946 shares; 2025Q4: 15,314 shares; 2026Q1: 15,343 shares; 2026Q2: 15,209 shares 15,209 $984K 0.36% -134 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,642 shares; 2025Q1: 1,154 shares; 2025Q2: 1,114 shares; 2025Q3: 1,030 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares; 2026Q2: 8,216 shares 8,216 $982K 0.36% +7,189 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: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,695 shares; 2025Q2: 3,582 shares; 2025Q3: 3,362 shares; 2025Q4: 3,379 shares; 2026Q1: 3,037 shares; 2026Q2: 2,995 shares 2,995 $980K 0.36% -42 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,424 shares; 2025Q3: 60,064 shares; 2025Q4: 99,795 shares; 2026Q1: 100,048 shares; 2026Q2: 100,038 shares 100,038 $972K 0.36% -10 Timeline SPLV 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: 12,837 shares; 2024Q4: 13,088 shares; 2025Q1: 13,952 shares; 2025Q2: 13,586 shares; 2025Q3: 13,209 shares; 2025Q4: 12,480 shares; 2026Q1: 12,306 shares; 2026Q2: 12,160 shares 12,160 $911K 0.33% -146 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,185 shares; 2024Q4: 19,752 shares; 2025Q1: 21,621 shares; 2025Q2: 21,485 shares; 2025Q3: 21,682 shares; 2025Q4: 21,668 shares; 2026Q1: 21,676 shares; 2026Q2: 21,676 shares 21,676 $886K 0.32% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares; 2026Q2: 2,330 shares 2,330 $862K 0.31% -33 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,101 shares; 2024Q4: 14,071 shares; 2025Q1: 16,309 shares; 2025Q2: 13,061 shares; 2025Q3: 13,651 shares; 2025Q4: 11,068 shares; 2026Q1: 12,022 shares; 2026Q2: 12,094 shares 12,094 $845K 0.31% +72 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,088 shares; 2024Q4: 10,088 shares; 2025Q1: 10,110 shares; 2025Q2: 10,103 shares; 2025Q3: 14,954 shares; 2025Q4: 14,613 shares; 2026Q1: 14,593 shares; 2026Q2: 14,681 shares 14,681 $829K 0.3% +88 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: 6,158 shares; 2024Q4: 6,158 shares; 2025Q1: 5,981 shares; 2025Q2: 6,006 shares; 2025Q3: 6,016 shares; 2025Q4: 5,839 shares; 2026Q1: 5,617 shares; 2026Q2: 6,146 shares 6,146 $790K 0.29% +529 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,816 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,847 shares; 2026Q1: 2,866 shares; 2026Q2: 3,087 shares 3,087 $777K 0.28% +221 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 385 shares; 2025Q2: 1,485 shares; 2025Q3: 1,475 shares; 2025Q4: 2,153 shares; 2026Q1: 4,908 shares; 2026Q2: 4,758 shares 4,758 $745K 0.27% -150 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 338 shares 338 $701K 0.26% -4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 4,412 shares; 2026Q2: 4,400 shares 4,400 $666K 0.24% -12 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: 2,336 shares; 2024Q4: 2,360 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,298 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,800 shares 2,800 $662K 0.24% +501 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: 9,020 shares; 2024Q4: 9,020 shares; 2025Q1: 9,023 shares; 2025Q2: 9,024 shares; 2025Q3: 9,026 shares; 2025Q4: 9,025 shares; 2026Q1: 9,038 shares; 2026Q2: 9,034 shares 9,034 $658K 0.24% -4 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,843 shares; 2025Q2: 9,271 shares; 2025Q3: 9,282 shares; 2025Q4: 9,299 shares; 2026Q1: 9,268 shares; 2026Q2: 9,206 shares 9,206 $637K 0.23% -62 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,200 shares; 2025Q2: 1,240 shares; 2025Q3: 1,311 shares; 2025Q4: 1,361 shares; 2026Q1: 1,465 shares; 2026Q2: 1,507 shares 1,507 $634K 0.23% +42 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: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 4,688 shares; 2025Q2: 4,577 shares; 2025Q3: 4,583 shares; 2025Q4: 4,589 shares; 2026Q1: 4,601 shares; 2026Q2: 4,619 shares 4,619 $625K 0.23% +18 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: 470 shares; 2024Q4: 473 shares; 2025Q1: 490 shares; 2025Q2: 499 shares; 2025Q3: 494 shares; 2025Q4: 500 shares; 2026Q1: 509 shares; 2026Q2: 519 shares 519 $623K 0.23% +10 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: 1,114 shares; 2024Q4: 1,110 shares; 2025Q1: 1,198 shares; 2025Q2: 1,225 shares; 2025Q3: 1,227 shares; 2025Q4: 1,241 shares; 2026Q1: 1,150 shares; 2026Q2: 2,226 shares 2,226 $565K 0.21% +1,076 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,684 shares; 2025Q1: 3,689 shares; 2025Q2: 3,735 shares; 2025Q3: 3,731 shares; 2025Q4: 3,769 shares; 2026Q1: 3,813 shares; 2026Q2: 4,014 shares 4,014 $560K 0.2% +201 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: 5,226 shares; 2024Q4: 4,936 shares; 2025Q1: 4,986 shares; 2025Q2: 5,025 shares; 2025Q3: 5,026 shares; 2025Q4: 5,055 shares; 2026Q1: 5,016 shares; 2026Q2: 4,030 shares 4,030 $551K 0.2% -986 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: 99 shares; 2024Q4: 97 shares; 2025Q1: 246 shares; 2025Q2: 226 shares; 2025Q3: 272 shares; 2025Q4: 246 shares; 2026Q1: 282 shares; 2026Q2: 457 shares 457 $527K 0.19% +175 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: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,257 shares; 2025Q3: 3,254 shares; 2025Q4: 3,266 shares; 2026Q1: 3,281 shares; 2026Q2: 3,311 shares 3,311 $502K 0.18% +30 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: 3,100 shares; 2024Q4: 4,771 shares; 2025Q1: 4,128 shares; 2025Q2: 7,294 shares; 2025Q3: 7,502 shares; 2025Q4: 7,187 shares; 2026Q1: 8,658 shares; 2026Q2: 8,343 shares 8,343 $498K 0.18% -315 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: 855 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 1,100 shares; 2025Q4: 897 shares; 2026Q1: 811 shares; 2026Q2: 711 shares 711 $488K 0.18% -100 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,752 shares; 2025Q2: 20,662 shares; 2025Q3: 13,182 shares; 2025Q4: 13,106 shares; 2026Q1: 9,576 shares; 2026Q2: 5,313 shares 5,313 $472K 0.17% -4,263 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: 627 shares; 2024Q4: 657 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $466K 0.17% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,190 shares; 2025Q1: 1,228 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,306 shares; 2026Q1: 1,359 shares; 2026Q2: 1,232 shares 1,232 $465K 0.17% -127 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: 945 shares; 2024Q4: 950 shares; 2025Q1: 955 shares; 2025Q2: 959 shares; 2025Q3: 859 shares; 2025Q4: 887 shares; 2026Q1: 895 shares; 2026Q2: 484 shares 484 $453K 0.17% -411 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 665 shares; 2025Q2: 681 shares; 2025Q3: 662 shares; 2025Q4: 1,072 shares; 2026Q1: 848 shares; 2026Q2: 864 shares 864 $432K 0.16% +16 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,718 shares; 2024Q4: 5,735 shares; 2025Q1: 5,575 shares; 2025Q2: 5,468 shares; 2025Q3: 5,486 shares; 2025Q4: 5,501 shares; 2026Q1: 5,489 shares; 2026Q2: 4,380 shares 4,380 $411K 0.15% -1,109 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,356 shares; 2025Q1: 2,081 shares; 2025Q2: 4,063 shares; 2025Q3: 4,074 shares; 2025Q4: 5,662 shares; 2026Q1: 8,246 shares; 2026Q2: 8,187 shares 8,187 $394K 0.14% -59 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,455 shares; 2025Q1: 1,458 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,462 shares; 2026Q1: 1,473 shares; 2026Q2: 1,375 shares 1,375 $379K 0.14% -98 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 277 shares; 2026Q1: 289 shares; 2026Q2: 3,817 shares 3,817 $379K 0.14% +3,528 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: 813 shares; 2024Q4: 813 shares; 2025Q1: 868 shares; 2025Q2: 875 shares; 2025Q3: 870 shares; 2025Q4: 876 shares; 2026Q1: 885 shares; 2026Q2: 921 shares 921 $334K 0.12% +36 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,738 shares; 2024Q4: 8,738 shares; 2025Q1: 8,269 shares; 2025Q2: 8,272 shares; 2025Q3: 8,271 shares; 2025Q4: 8,273 shares; 2026Q1: 8,289 shares; 2026Q2: 8,298 shares 8,298 $316K 0.12% +9 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: 250 shares; 2024Q4: 327 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 408 shares; 2025Q4: 422 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $306K 0.11% 0 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: 3,832 shares; 2024Q4: 3,972 shares; 2025Q1: 4,376 shares; 2025Q2: 4,398 shares; 2025Q3: 4,396 shares; 2025Q4: 5,348 shares; 2026Q1: 4,982 shares; 2026Q2: 4,119 shares 4,119 $296K 0.11% -863 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,811 shares; 2025Q1: 4,179 shares; 2025Q2: 4,217 shares; 2025Q3: 4,792 shares; 2025Q4: 4,800 shares; 2026Q1: 4,822 shares; 2026Q2: 4,832 shares 4,832 $292K 0.11% +10 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,608 shares; 2024Q4: 33,842 shares; 2025Q1: 21,832 shares; 2025Q2: 21,673 shares; 2025Q3: 21,520 shares; 2025Q4: 11,724 shares; 2026Q1: 11,724 shares; 2026Q2: 11,835 shares 11,835 $286K 0.1% +111 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,160 shares; 2025Q3: 6,160 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170 $281K 0.1% 0 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: 3,415 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 5,871 shares; 2025Q4: 5,871 shares; 2026Q1: 7,014 shares; 2026Q2: 6,060 shares 6,060 $253K 0.09% -954 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: 5,080 shares; 2024Q4: 5,178 shares; 2025Q1: 5,163 shares; 2025Q2: 4,005 shares; 2025Q3: 2,899 shares; 2025Q4: 2,540 shares; 2026Q1: 2,604 shares; 2026Q2: 2,617 shares 2,617 $253K 0.09% +13 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 6,755 shares; 2025Q4: 6,755 shares; 2026Q1: 6,755 shares; 2026Q2: 6,755 shares 6,755 $245K 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 39 shares; 2025Q4: 41 shares; 2026Q1: 33 shares; 2026Q2: 710 shares 710 $242K 0.09% +677 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,476 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 4,509 shares; 2026Q1: 4,526 shares; 2026Q2: 4,777 shares 4,777 $238K 0.09% +251 Timeline VONE 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: 1,544 shares; 2024Q4: 1,604 shares; 2025Q1: 1,114 shares; 2025Q2: 1,105 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $222K 0.08% 0 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: 221 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 409 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 459 shares 459 $219K 0.08% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,514 shares; 2025Q3: 1,513 shares; 2025Q4: 1,515 shares; 2026Q1: 1,518 shares; 2026Q2: 1,322 shares 1,322 $214K 0.08% -196 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 1,567 shares 1,567 $214K 0.08% +1,557 Timeline DFAX 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: 9,320 shares; 2024Q4: 9,344 shares; 2025Q1: 9,344 shares; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares; 2026Q2: 5,789 shares 5,789 $213K 0.08% 0 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: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,118 shares; 2025Q2: 2,125 shares; 2025Q3: 2,121 shares; 2025Q4: 2,128 shares; 2026Q1: 2,139 shares; 2026Q2: 2,146 shares 2,146 $211K 0.08% +7 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $210K 0.08% 0 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 741 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 761 shares; 2026Q1: 771 shares; 2026Q2: 1,095 shares 1,095 $208K 0.08% +324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 12 shares; 2026Q2: 809 shares 809 $206K 0.08% +797 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: 2,854 shares; 2024Q4: 2,856 shares; 2025Q1: 2,499 shares; 2025Q2: 2,574 shares; 2025Q3: 2,427 shares; 2025Q4: 2,451 shares; 2026Q1: 2,426 shares; 2026Q2: 2,455 shares 2,455 $203K 0.07% +29 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 836 shares; 2025Q1: 758 shares; 2025Q2: 492 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 733 shares; 2026Q2: 578 shares 578 $198K 0.07% -155 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,016 shares; 2024Q4: 3,611 shares; 2025Q1: 3,616 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,628 shares; 2026Q1: 3,618 shares; 2026Q2: 3,516 shares 3,516 $197K 0.07% -102 Timeline BSV 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: 6,208 shares; 2024Q4: 6,236 shares; 2025Q1: 6,113 shares; 2025Q2: 2,251 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 2,966 shares; 2026Q2: 2,494 shares 2,494 $194K 0.07% -472 Timeline QQQE 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: 531 shares; 2025Q2: 792 shares; 2025Q3: 1,295 shares; 2025Q4: 1,496 shares; 2026Q1: 1,498 shares; 2026Q2: 1,500 shares 1,500 $183K 0.07% +2 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: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,059 shares; 2025Q4: 1,062 shares; 2026Q1: 1,068 shares; 2026Q2: 1,059 shares 1,059 $179K 0.07% -9 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $177K 0.06% 0 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 495 shares; 2025Q2: 527 shares; 2025Q3: 535 shares; 2025Q4: 537 shares; 2026Q1: 457 shares; 2026Q2: 484 shares 484 $173K 0.06% +27 Timeline DFSU 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: 3,656 shares; 2026Q2: 3,656 shares 3,656 $170K 0.06% 0 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,900 shares; 2026Q1: 5,000 shares; 2026Q2: 7,000 shares 7,000 $170K 0.06% +2,000 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $168K 0.06% 0 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: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 8,695 shares; 2026Q1: 8,698 shares; 2026Q2: 8,702 shares 8,702 $166K 0.06% +4 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: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,113 shares; 2025Q2: 3,110 shares; 2025Q3: 3,114 shares; 2025Q4: 2,367 shares; 2026Q1: 2,209 shares; 2026Q2: 2,435 shares 2,435 $166K 0.06% +226 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: 968 shares; 2024Q4: 969 shares; 2025Q1: 1,039 shares; 2025Q2: 969 shares; 2025Q3: 979 shares; 2025Q4: 992 shares; 2026Q1: 1,024 shares; 2026Q2: 1,117 shares 1,117 $164K 0.06% +93 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: 182 shares; 2024Q4: 172 shares; 2025Q1: 179 shares; 2025Q2: 197 shares; 2025Q3: 124 shares; 2025Q4: 126 shares; 2026Q1: 404 shares; 2026Q2: 457 shares 457 $161K 0.06% +53 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: 3,419 shares; 2024Q4: 3,339 shares; 2025Q1: 3,290 shares; 2025Q2: 3,292 shares; 2025Q3: 3,109 shares; 2025Q4: 3,118 shares; 2026Q1: 3,010 shares; 2026Q2: 2,834 shares 2,834 $155K 0.06% -176 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 239 shares; 2025Q2: 240 shares; 2025Q3: 241 shares; 2025Q4: 240 shares; 2026Q1: 238 shares; 2026Q2: 1,097 shares 1,097 $155K 0.06% +859 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $153K 0.06% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 5,890 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,890 shares; 2025Q4: 5,890 shares; 2026Q1: 5,890 shares; 2026Q2: 5,890 shares 5,890 $147K 0.05% 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: 483 shares; 2024Q4: 483 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 494 shares; 2026Q2: 543 shares 543 $147K 0.05% +49 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares; 2026Q2: 1,459 shares 1,459 $144K 0.05% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,701 shares; 2025Q1: 2,005 shares; 2025Q2: 1,486 shares; 2025Q3: 1,485 shares; 2025Q4: 1,489 shares; 2026Q1: 1,496 shares; 2026Q2: 1,512 shares 1,512 $142K 0.05% +16 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: 2,398 shares; 2024Q4: 2,333 shares; 2025Q1: 2,353 shares; 2025Q2: 2,372 shares; 2025Q3: 2,373 shares; 2025Q4: 2,368 shares; 2026Q1: 2,397 shares; 2026Q2: 2,414 shares 2,414 $139K 0.05% +17 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: 146 shares; 2024Q4: 144 shares; 2025Q1: 274 shares; 2025Q2: 349 shares; 2025Q3: 199 shares; 2025Q4: 209 shares; 2026Q1: 224 shares; 2026Q2: 239 shares 239 $139K 0.05% +15 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: 3,196 shares; 2024Q4: 3,197 shares; 2025Q1: 3,119 shares; 2025Q2: 2,043 shares; 2025Q3: 1,788 shares; 2025Q4: 1,794 shares; 2026Q1: 1,798 shares; 2026Q2: 1,802 shares 1,802 $137K 0.05% +4 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 7 shares; 2026Q1: 5 shares; 2026Q2: 1,745 shares 1,745 $136K 0.05% +1,740 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: 2,092 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 3,209 shares; 2026Q2: 2,420 shares 2,420 $133K 0.05% -789 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 481 shares 481 $125K 0.05% +470 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 931 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 958 shares; 2026Q1: 965 shares; 2026Q2: 985 shares 985 $124K 0.05% +20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,003 shares; 2025Q2: 1,005 shares; 2025Q3: 1,000 shares; 2025Q4: 1,012 shares; 2026Q1: 1,033 shares; 2026Q2: 1,178 shares 1,178 $122K 0.04% +145 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: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,025 shares; 2025Q2: 2,049 shares; 2025Q3: 2,043 shares; 2025Q4: 2,045 shares; 2026Q1: 2,076 shares; 2026Q2: 2,100 shares 2,100 $121K 0.04% +24 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: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,140 shares; 2025Q2: 1,184 shares; 2025Q3: 1,164 shares; 2025Q4: 1,199 shares; 2026Q1: 1,129 shares; 2026Q2: 1,494 shares 1,494 $121K 0.04% +365 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 288 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $120K 0.04% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $119K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 419 shares; 2025Q2: 283 shares; 2025Q3: 279 shares; 2025Q4: 290 shares; 2026Q1: 315 shares; 2026Q2: 339 shares 339 $116K 0.04% +24 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 820 shares; 2025Q4: 821 shares; 2026Q1: 1,024 shares; 2026Q2: 1,056 shares 1,056 $114K 0.04% +32 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $112K 0.04% 0 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: 1,405 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,074 shares; 2026Q2: 1,566 shares 1,566 $112K 0.04% -508 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: 4 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 1,008 shares; 2026Q1: 1,006 shares; 2026Q2: 1,016 shares 1,016 $112K 0.04% +10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,461 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $111K 0.04% 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,221 shares; 2025Q2: 1,231 shares; 2025Q3: 2,335 shares; 2025Q4: 2,334 shares; 2026Q1: 2,360 shares; 2026Q2: 2,372 shares 2,372 $110K 0.04% +12 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 987 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $109K 0.04% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 6 shares; 2026Q2: 868 shares 868 $106K 0.04% +862 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,125 shares; 2025Q3: 1,122 shares; 2025Q4: 1,127 shares; 2026Q1: 1,129 shares; 2026Q2: 1,135 shares 1,135 $105K 0.04% +6 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: 905 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,739 shares; 2025Q3: 2,747 shares; 2025Q4: 2,755 shares; 2026Q1: 2,763 shares; 2026Q2: 3,538 shares 3,538 $104K 0.04% +775 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 17 shares; 2026Q2: 665 shares 665 $102K 0.04% +648 Timeline DFSI 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: 2,267 shares; 2026Q2: 2,267 shares 2,267 $102K 0.04% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 235 shares; 2025Q2: 136 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 133 shares 133 $101K 0.04% +5 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: 3,441 shares; 2024Q4: 3,441 shares; 2025Q1: 3,441 shares; 2025Q2: 3,441 shares; 2025Q3: 3,441 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares; 2026Q2: 2,747 shares 2,747 $101K 0.04% 0 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: 1,045 shares; 2024Q4: 1,055 shares; 2025Q1: 902 shares; 2025Q2: 599 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 451 shares 451 $98.9K 0.04% +1 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: 3 shares; 2025Q2: 258 shares; 2025Q3: 259 shares; 2025Q4: 215 shares; 2026Q1: 196 shares; 2026Q2: 310 shares 310 $97.5K 0.04% +114 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 801 shares 801 $97.3K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $97.2K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 950 shares; 2025Q1: 959 shares; 2025Q2: 974 shares; 2025Q3: 978 shares; 2025Q4: 976 shares; 2026Q1: 997 shares; 2026Q2: 1,009 shares 1,009 $96.6K 0.04% +12 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $96.5K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $95.7K 0.03% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 4 shares; 2026Q2: 524 shares 524 $95.6K 0.03% +520 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 2,167 shares; 2026Q2: 5,118 shares 5,118 $92.6K 0.03% +2,951 Timeline DFSV 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: 2,370 shares; 2026Q2: 2,370 shares 2,370 $91.9K 0.03% 0 Timeline DFSE 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: 1,867 shares; 2026Q2: 1,867 shares 1,867 $91.3K 0.03% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $91.1K 0.03% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 127 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 106 shares; 2026Q1: 109 shares; 2026Q2: 176 shares 176 $89.7K 0.03% +67 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; 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: 7,806 shares; 2026Q2: 7,806 shares 7,806 $88.9K 0.03% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $85.9K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 145 shares; 2025Q2: 152 shares; 2025Q3: 149 shares; 2025Q4: 168 shares; 2026Q1: 177 shares; 2026Q2: 301 shares 301 $84.7K 0.03% +124 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 325 shares 325 $84.6K 0.03% +43 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 644 shares; 2025Q2: 686 shares; 2025Q3: 1,491 shares; 2025Q4: 1,531 shares; 2026Q1: 1,553 shares; 2026Q2: 1,954 shares 1,954 $82.7K 0.03% +401 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: 294 shares; 2024Q4: 298 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 302 shares; 2026Q2: 625 shares 625 $82.7K 0.03% +323 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 116 shares; 2025Q3: 113 shares; 2025Q4: 119 shares; 2026Q1: 120 shares; 2026Q2: 241 shares 241 $81.4K 0.03% +121 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: 329 shares; 2024Q4: 329 shares; 2025Q1: 332 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 361 shares; 2026Q1: 368 shares; 2026Q2: 436 shares 436 $80.6K 0.03% +68 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 665 shares; 2025Q2: 674 shares; 2025Q3: 679 shares; 2025Q4: 732 shares; 2026Q1: 749 shares; 2026Q2: 785 shares 785 $80.3K 0.03% +36 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 654 shares; 2025Q2: 661 shares; 2025Q3: 660 shares; 2025Q4: 664 shares; 2026Q1: 667 shares; 2026Q2: 675 shares 675 $79.1K 0.03% +8 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 10 shares; 2026Q2: 300 shares 300 $78.3K 0.03% +290 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 611 shares; 2025Q2: 629 shares; 2025Q3: 628 shares; 2025Q4: 623 shares; 2026Q1: 661 shares; 2026Q2: 838 shares 838 $76K 0.03% +177 Timeline PFM 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $75.3K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 403 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 408 shares; 2026Q1: 411 shares; 2026Q2: 461 shares 461 $74.7K 0.03% +50 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $74.5K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 223 shares; 2025Q1: 316 shares; 2025Q2: 230 shares; 2025Q3: 213 shares; 2025Q4: 205 shares; 2026Q1: 222 shares; 2026Q2: 238 shares 238 $71.5K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 65 shares; 2026Q1: 66 shares; 2026Q2: 69 shares 69 $69.8K 0.03% +3 Timeline SUSC 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: 2,785 shares; 2026Q2: 3,013 shares 3,013 $69.7K 0.03% +228 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: 2,582 shares; 2024Q4: 2,580 shares; 2025Q1: 2,685 shares; 2025Q2: 3,287 shares; 2025Q3: 3,183 shares; 2025Q4: 2,813 shares; 2026Q1: 2,876 shares; 2026Q2: 2,842 shares 2,842 $68.4K 0.02% -34 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: 313 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 451 shares; 2025Q4: 338 shares; 2026Q1: 277 shares; 2026Q2: 222 shares 222 $67.3K 0.02% -55 Timeline DISV 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: 1,654 shares; 2026Q2: 1,654 shares 1,654 $66.4K 0.02% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares 381 $65.1K 0.02% new 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 812 shares; 2025Q4: 135 shares; 2026Q1: 140 shares; 2026Q2: 59 shares 59 $63.2K 0.02% -81 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 720 shares; 2026Q1: 741 shares; 2026Q2: 741 shares 741 $61.2K 0.02% 0 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: 273 shares 273 $61K 0.02% new 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: 966 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,464 shares; 2026Q2: 1,124 shares 1,124 $60.7K 0.02% -340 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: 272 shares 272 $60.1K 0.02% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $60.1K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $60K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,006 shares; 2025Q3: 1,011 shares; 2025Q4: 1,030 shares; 2026Q1: 1,044 shares; 2026Q2: 1,060 shares 1,060 $59.8K 0.02% +16 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,475 shares; 2026Q2: 1,115 shares 1,115 $59.5K 0.02% -360 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 209 shares; 2025Q2: 518 shares; 2025Q3: 557 shares; 2025Q4: 563 shares; 2026Q1: 574 shares; 2026Q2: 143 shares 143 $59.4K 0.02% -431 Timeline VOE 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $59.3K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $59.1K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $58K 0.02% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 464 shares 464 $57.6K 0.02% +348 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: 512 shares; 2024Q4: 510 shares; 2025Q1: 538 shares; 2025Q2: 579 shares; 2025Q3: 577 shares; 2025Q4: 602 shares; 2026Q1: 601 shares; 2026Q2: 598 shares 598 $57.6K 0.02% -3 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: 988 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 341 shares; 2025Q3: 216 shares; 2025Q4: 220 shares; 2026Q1: 224 shares; 2026Q2: 265 shares 265 $57.4K 0.02% +41 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares 2,221 $56.9K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares 2,231 $56.7K 0.02% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $56.7K 0.02% 0 Timeline VSGX 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: 302 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 312 shares; 2026Q2: 685 shares 685 $56.4K 0.02% +373 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,219 shares 2,219 $56.3K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 438 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $55.8K 0.02% 0 Timeline BRZE BRAZE INC More: the full row for BRAZE 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: 2,520 shares 2,520 $54.7K 0.02% new 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: 470 shares; 2024Q4: 494 shares; 2025Q1: 432 shares; 2025Q2: 906 shares; 2025Q3: 758 shares; 2025Q4: 766 shares; 2026Q1: 767 shares; 2026Q2: 464 shares 464 $54.1K 0.02% -303 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,808 shares; 2025Q4: 2,810 shares; 2026Q1: 2,808 shares; 2026Q2: 3,033 shares 3,033 $52.6K 0.02% +225 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 683 shares; 2025Q2: 687 shares; 2025Q3: 684 shares; 2025Q4: 686 shares; 2026Q1: 709 shares; 2026Q2: 716 shares 716 $52.5K 0.02% +7 Timeline DIHP 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: 1,311 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,080 shares; 2026Q2: 1,525 shares 1,525 $52K 0.02% -555 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 212 shares; 2025Q4: 216 shares; 2026Q1: 217 shares; 2026Q2: 216 shares 216 $51.3K 0.02% -1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 144 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 150 shares; 2026Q1: 151 shares; 2026Q2: 154 shares 154 $50.8K 0.02% +3 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: 376 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 376 shares; 2025Q3: 331 shares; 2025Q4: 337 shares; 2026Q1: 342 shares; 2026Q2: 375 shares 375 $49K 0.02% +33 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares; 2026Q2: 1,112 shares 1,112 $48.2K 0.02% +7 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 214 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 222 shares; 2026Q2: 217 shares 217 $47.8K 0.02% -5 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 99 shares; 2025Q3: 92 shares; 2025Q4: 101 shares; 2026Q1: 100 shares; 2026Q2: 117 shares 117 $46.5K 0.02% +17 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $46.1K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,889 shares; 2026Q1: 1,965 shares; 2026Q2: 1,991 shares 1,991 $45.9K 0.02% +26 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 1,016 shares; 2025Q1: 507 shares; 2025Q2: 1,994 shares; 2025Q3: 2,556 shares; 2025Q4: 2,731 shares; 2026Q1: 3,448 shares; 2026Q2: 4,198 shares 4,198 $45K 0.02% +750 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 121 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 132 shares; 2026Q1: 142 shares; 2026Q2: 166 shares 166 $44.9K 0.02% +24 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $43.3K 0.02% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $42.1K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 2,142 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $41.4K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $40.9K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 39 shares 39 $40.7K 0.01% +6 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 625 shares; 2025Q1: 593 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 595 shares; 2026Q1: 431 shares; 2026Q2: 441 shares 441 $40.5K 0.01% +10 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 113 shares; 2026Q2: 111 shares 111 $39.3K 0.01% -2 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 154 shares; 2026Q1: 114 shares; 2026Q2: 91 shares 91 $39.3K 0.01% -23 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 127 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 133 shares; 2026Q2: 135 shares 135 $39.2K 0.01% +2 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: 236 shares; 2024Q4: 234 shares; 2025Q1: 248 shares; 2025Q2: 249 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 275 shares; 2026Q2: 287 shares 287 $38.9K 0.01% +12 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 52 shares; 2025Q3: 80 shares; 2025Q4: 87 shares; 2026Q1: 93 shares; 2026Q2: 104 shares 104 $38.9K 0.01% +11 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE 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: 1,219 shares; 2025Q3: 1,704 shares; 2025Q4: 2,400 shares; 2026Q1: 2,903 shares; 2026Q2: 2,903 shares 2,903 $38.4K 0.01% 0 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 94 shares; 2025Q3: 93 shares; 2025Q4: 96 shares; 2026Q1: 98 shares; 2026Q2: 100 shares 100 $37.1K 0.01% +2 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $36.4K 0.01% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $36.3K 0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 16,945 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 1,117 shares 1,117 $36.3K 0.01% +193 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: 25 shares; 2025Q2: 8 shares; 2025Q3: 7 shares; 2025Q4: 13 shares; 2026Q1: 31 shares; 2026Q2: 142 shares 142 $36.3K 0.01% +111 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $36.2K 0.01% 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: not reported; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 70 shares; 2026Q1: 84 shares; 2026Q2: 119 shares 119 $35.5K 0.01% +35 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 1,522 shares; 2025Q2: 1,537 shares; 2025Q3: 1,549 shares; 2025Q4: 1,369 shares; 2026Q1: 1,445 shares; 2026Q2: 1,459 shares 1,459 $35K 0.01% +14 Timeline VYMI 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $34.4K 0.01% 0 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $34.1K 0.01% 0 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,632 shares; 2025Q2: 1,546 shares; 2025Q3: 1,550 shares; 2025Q4: 1,549 shares; 2026Q1: 1,682 shares; 2026Q2: 1,645 shares 1,645 $34.1K 0.01% -37 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 181 shares; 2025Q3: 180 shares; 2025Q4: 183 shares; 2026Q1: 186 shares; 2026Q2: 189 shares 189 $33.9K 0.01% +3 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 25 shares; 2026Q1: 27 shares; 2026Q2: 46 shares 46 $33.3K 0.01% +19 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.1K 0.01% 0 Timeline EMAT EVOLUTION METALS & TECH CORP More: the full row for EVOLUTION METALS & TECH 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: 2,500 shares; 2026Q2: 5,000 shares 5,000 $33K 0.01% +2,500 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,792 shares; 2025Q1: 1,891 shares; 2025Q2: 1,865 shares; 2025Q3: 1,879 shares; 2025Q4: 1,966 shares; 2026Q1: 1,915 shares; 2026Q2: 2,355 shares 2,355 $32.7K 0.01% +440 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 205 shares; 2025Q4: 202 shares; 2026Q1: 201 shares; 2026Q2: 200 shares 200 $32.5K 0.01% -1 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 1,114 shares; 2026Q2: 5,570 shares 5,570 $32.2K 0.01% +4,456 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $31.8K 0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $31.7K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 266 shares 266 $31.7K 0.01% +4 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: 131 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $31.6K 0.01% 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: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $31.5K 0.01% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $31.1K 0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 21 shares; 2026Q1: 23 shares; 2026Q2: 26 shares 26 $30.5K 0.01% +3 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: 423 shares; 2024Q4: 423 shares; 2025Q1: 432 shares; 2025Q2: 302 shares; 2025Q3: 297 shares; 2025Q4: 300 shares; 2026Q1: 320 shares; 2026Q2: 333 shares 333 $30.5K 0.01% +13 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: 36 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 38 shares; 2026Q2: 40 shares 40 $30.2K 0.01% +2 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares; 2026Q2: 1,306 shares 1,306 $30.2K 0.01% -4 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $29.7K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 704 shares; 2025Q2: 716 shares; 2025Q3: 713 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 524 shares 524 $29.4K 0.01% +8 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 52 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 60 shares; 2026Q2: 63 shares 63 $28.9K 0.01% +3 Timeline DFAS 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $28.8K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 622 shares 622 $28.2K 0.01% +82 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: 171 shares; 2024Q4: 167 shares; 2025Q1: 174 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 190 shares; 2026Q1: 189 shares; 2026Q2: 193 shares 193 $28.2K 0.01% +4 Timeline PDLB PONCE FINANCIAL GROUP INC More: the full row for PONCE FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,500 shares; 2025Q1: 2,600 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 1,400 shares 1,400 $27.9K 0.01% -1,400 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 370 shares; 2025Q4: 371 shares; 2026Q1: 375 shares; 2026Q2: 386 shares 386 $27.7K 0.01% +11 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $27.4K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 46 shares; 2026Q1: 51 shares; 2026Q2: 63 shares 63 $27.3K 0.01% +12 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $27.1K 0.01% 0 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: 428 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 332 shares; 2025Q3: 329 shares; 2025Q4: 228 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $26.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $26.9K 0.01% 0 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 181 shares; 2025Q4: 183 shares; 2026Q1: 187 shares; 2026Q2: 206 shares 206 $26.1K 0.01% +19 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $26K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 109 shares; 2026Q1: 110 shares; 2026Q2: 116 shares 116 $25.8K 0.01% +6 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 98 shares; 2026Q1: 405 shares; 2026Q2: 123 shares 123 $25.7K 0.01% -282 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $25.5K 0.01% 0 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: 19 shares; 2025Q3: 19 shares; 2025Q4: 25 shares; 2026Q1: 32 shares; 2026Q2: 85 shares 85 $25.2K 0.01% +53 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 340 shares; 2025Q2: 349 shares; 2025Q3: 346 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 348 shares 348 $24.9K 0.01% +6 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 245 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 259 shares; 2026Q1: 262 shares; 2026Q2: 275 shares 275 $24.9K 0.01% +13 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 35 shares; 2026Q1: 39 shares; 2026Q2: 48 shares 48 $24.1K 0.01% +9 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 222 shares; 2025Q3: 233 shares; 2025Q4: 1,297 shares; 2026Q1: 1,294 shares; 2026Q2: 1,335 shares 1,335 $23.9K 0.01% +41 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,444 shares; 2025Q2: 423 shares; 2025Q3: 322 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 252 shares 252 $23.7K 0.01% -71 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $23.5K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 94 shares; 2026Q1: 99 shares; 2026Q2: 115 shares 115 $23.1K 0.01% +16 Timeline IWN 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.1K 0.01% 0 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: 175 shares; 2024Q4: 158 shares; 2025Q1: 170 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 168 shares; 2026Q1: 173 shares; 2026Q2: 195 shares 195 $21.8K 0.01% +22 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $21.6K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 619 shares; 2026Q1: 626 shares; 2026Q2: 42 shares 42 $21.6K 0.01% -584 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: 118 shares; 2026Q2: 113 shares 113 $21.4K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $20.9K 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: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 68 shares 68 $20.5K 0.01% +63 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 42 shares; 2025Q2: 35 shares; 2025Q3: 37 shares; 2025Q4: 36 shares; 2026Q1: 49 shares; 2026Q2: 143 shares 143 $20.5K 0.01% +94 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 204 shares; 2025Q2: 220 shares; 2025Q3: 219 shares; 2025Q4: 230 shares; 2026Q1: 231 shares; 2026Q2: 236 shares 236 $20K 0.01% +5 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 6 shares; 2026Q2: 28 shares 28 $20K 0.01% +22 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: 27 shares; 2024Q4: 26 shares; 2025Q1: 44 shares; 2025Q2: 54 shares; 2025Q3: 356 shares; 2025Q4: 364 shares; 2026Q1: 387 shares; 2026Q2: 120 shares 120 $19.9K 0.01% -267 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 286 shares; 2026Q1: 286 shares; 2026Q2: 330 shares 330 $19.8K 0.01% +44 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $19.3K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: 3,527 shares; 2025Q1: 2,445 shares; 2025Q2: 860 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $18.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 37 shares; 2026Q1: 40 shares; 2026Q2: 43 shares 43 $18.3K 0.01% +3 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 111 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $18.3K 0.01% 0 Timeline ILF 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: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $18.1K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 260 shares; 2025Q3: 259 shares; 2025Q4: 263 shares; 2026Q1: 267 shares; 2026Q2: 269 shares 269 $18.1K 0.01% +2 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 66 shares; 2025Q2: 71 shares; 2025Q3: 68 shares; 2025Q4: 71 shares; 2026Q1: 78 shares; 2026Q2: 81 shares 81 $18K 0.01% +3 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $17.9K 0.01% 0 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: 142 shares; 2024Q4: 226 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 646 shares; 2025Q4: 642 shares; 2026Q1: 542 shares; 2026Q2: 533 shares 533 $17.7K 0.01% -9 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $17.6K 0.01% 0 Timeline SPYD 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: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $17.5K 0.01% 0 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: 84 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $17.3K 0.01% 0 Timeline EMCR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 164 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 356 shares 356 $15.9K 0.01% +185 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD 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: 506 shares 506 $15.7K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $15.1K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 170 shares; 2026Q2: 153 shares 153 $14.5K 0.01% -17 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 611 shares; 2025Q2: 602 shares; 2025Q3: 615 shares; 2025Q4: 605 shares; 2026Q1: 603 shares; 2026Q2: 615 shares 615 $14.5K 0.01% +12 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 2,000 shares; 2026Q2: 2,000 shares 2,000 $14.5K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 454 shares; 2026Q2: 146 shares 146 $14.5K 0.01% -308 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 86 shares 86 $14.4K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 78 shares; 2026Q1: 80 shares; 2026Q2: 82 shares 82 $14.4K 0.01% +2 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.4K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 325 shares; 2025Q1: 525 shares; 2025Q2: 538 shares; 2025Q3: 536 shares; 2025Q4: 543 shares; 2026Q1: 548 shares; 2026Q2: 556 shares 556 $14K 0.01% +8 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 218 shares 218 $13.7K 0.01% +71 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: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 5 shares; 2026Q2: 6 shares 6 $13.6K <0.01% +1 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: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 3,908 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $13.5K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 10 shares; 2026Q2: 21 shares 21 $13.3K <0.01% +11 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: 267 shares; 2024Q4: 267 shares; 2025Q1: 285 shares; 2025Q2: 309 shares; 2025Q3: 101 shares; 2025Q4: 114 shares; 2026Q1: 144 shares; 2026Q2: 151 shares 151 $13.3K <0.01% +7 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $13K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 31 shares; 2025Q4: 35 shares; 2026Q1: 38 shares; 2026Q2: 73 shares 73 $12.9K <0.01% +35 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 19 shares; 2026Q1: 21 shares; 2026Q2: 20 shares 20 $12.8K <0.01% -1 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,819 shares; 2024Q4: 15,596 shares; 2025Q1: 14,652 shares; 2025Q2: 14,652 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $12.8K <0.01% 0 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 186 shares; 2026Q2: 187 shares 187 $12.8K <0.01% +1 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 106 shares 106 $12.5K <0.01% +2 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: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 36 shares; 2026Q2: 73 shares 73 $12.4K <0.01% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 17 shares; 2026Q2: 157 shares 157 $12K <0.01% +140 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 160 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $11.9K <0.01% 0 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: not reported; 2025Q3: 24 shares; 2025Q4: 26 shares; 2026Q1: 96 shares; 2026Q2: 75 shares 75 $11.8K <0.01% -21 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $11.7K <0.01% 0 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: 38 shares; 2025Q4: 36 shares; 2026Q1: 141 shares; 2026Q2: 140 shares 140 $11.7K <0.01% -1 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 31 shares; 2026Q1: 33 shares; 2026Q2: 37 shares 37 $11.6K <0.01% +4 Timeline JRVR JAMES RIV GROUP HOLDINGS INC More: the full row for JAMES RIV GROUP 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: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $11.4K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 12 shares; 2026Q1: 17 shares; 2026Q2: 22 shares 22 $11.4K <0.01% +5 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 55 shares; 2026Q1: 71 shares; 2026Q2: 81 shares 81 $11.4K <0.01% +10 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11.3K <0.01% 0 Timeline ROBT 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.3K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 179 shares; 2025Q2: 192 shares; 2025Q3: 188 shares; 2025Q4: 186 shares; 2026Q1: 193 shares; 2026Q2: 200 shares 200 $11.1K <0.01% +7 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $11.1K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 156 shares; 2026Q2: 155 shares 155 $11K <0.01% -1 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 1,167 shares; 2026Q2: 1,227 shares 1,227 $10.7K <0.01% +60 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 45 shares 45 $10.7K <0.01% +41 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $10.7K <0.01% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $10.7K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $10.5K <0.01% new 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 120 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 141 shares; 2026Q1: 151 shares; 2026Q2: 165 shares 165 $10.4K <0.01% +14 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 116 shares; 2025Q2: 132 shares; 2025Q3: 148 shares; 2025Q4: 196 shares; 2026Q1: 226 shares; 2026Q2: 191 shares 191 $10.2K <0.01% -35 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $10K <0.01% 0 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: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 8 shares; 2026Q2: 10 shares 10 $9.65K <0.01% +2 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 80 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 67 shares 67 $9.59K <0.01% -18 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 94 shares 94 $9.56K <0.01% -31 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: 157 shares; 2025Q4: 156 shares; 2026Q1: 201 shares; 2026Q2: 474 shares 474 $9.43K <0.01% +273 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 28 shares 28 $9.23K <0.01% +2 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: 202 shares; 2026Q1: 202 shares; 2026Q2: 104 shares 104 $9.21K <0.01% -98 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $9.13K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 15 shares; 2025Q3: 11 shares; 2025Q4: 1,036 shares; 2026Q1: 1,014 shares; 2026Q2: 1,025 shares 1,025 $8.97K <0.01% +11 Timeline AVSC 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: 154 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 373 shares; 2026Q2: 122 shares 122 $8.95K <0.01% -251 Timeline ANDG ANDERSEN GROUP INC More: the full row for ANDERSEN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $8.94K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $8.94K <0.01% 0 Timeline FDSB FIFTH DIST BANCORP INC More: the full row for FIFTH DIST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $8.93K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 23 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 26 shares; 2026Q2: 28 shares 28 $8.89K <0.01% +2 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $8.84K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 37 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 50 shares 50 $8.77K <0.01% +10 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 18 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 41 shares; 2026Q2: 112 shares 112 $8.63K <0.01% +71 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 203 shares; 2026Q2: 174 shares 174 $8.62K <0.01% -29 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: 14 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 27 shares; 2026Q2: 183 shares 183 $8.47K <0.01% +156 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 12 shares; 2026Q1: 11 shares; 2026Q2: 41 shares 41 $8.41K <0.01% +30 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: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 10 shares; 2026Q1: 19 shares; 2026Q2: 21 shares 21 $8.34K <0.01% +2 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $8.28K <0.01% 0 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 163 shares; 2025Q2: 168 shares; 2025Q3: 160 shares; 2025Q4: 165 shares; 2026Q1: 186 shares; 2026Q2: 191 shares 191 $8.25K <0.01% +5 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 20 shares; 2026Q2: 30 shares 30 $8.16K <0.01% +10 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.01K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 10 shares; 2026Q2: 16 shares 16 $7.95K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 7 shares; 2026Q2: 11 shares 11 $7.92K <0.01% +4 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: 10 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 18 shares; 2026Q1: 26 shares; 2026Q2: 34 shares 34 $7.72K <0.01% +8 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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 shares; 2025Q4: 12 shares; 2026Q1: 15 shares; 2026Q2: 45 shares 45 $7.58K <0.01% +30 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 103 shares; 2025Q4: 102 shares; 2026Q1: 104 shares; 2026Q2: 107 shares 107 $7.49K <0.01% +3 Timeline XXI TWENTY ONE CAP INC More: the full row for TWENTY ONE CAP 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: 1,000 shares; 2026Q1: 1,200 shares; 2026Q2: 1,500 shares 1,500 $7.42K <0.01% +300 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: 30 shares; 2026Q1: 95 shares; 2026Q2: 94 shares 94 $7.31K <0.01% -1 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 78 shares; 2025Q3: 71 shares; 2025Q4: 75 shares; 2026Q1: 74 shares; 2026Q2: 86 shares 86 $7.28K <0.01% +12 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 138 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 324 shares 324 $7.15K <0.01% +190 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 225 shares; 2026Q2: 74 shares 74 $7.14K <0.01% -151 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: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 21 shares 21 $6.94K <0.01% +6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 5 shares; 2026Q2: 7 shares 7 $6.85K <0.01% +2 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: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 18 shares; 2026Q1: 37 shares; 2026Q2: 47 shares 47 $6.8K <0.01% +10 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $6.79K <0.01% 0 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: 164 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $6.74K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 427 shares; 2026Q2: 138 shares 138 $6.68K <0.01% -289 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 104 shares; 2025Q2: 116 shares; 2025Q3: 107 shares; 2025Q4: 129 shares; 2026Q1: 126 shares; 2026Q2: 141 shares 141 $6.57K <0.01% +15 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 365 shares; 2025Q4: 479 shares; 2026Q1: 446 shares; 2026Q2: 430 shares 430 $6.46K <0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $6.42K <0.01% new 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 83 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 77 shares; 2026Q2: 83 shares 83 $6.4K <0.01% +6 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 4 shares; 2026Q1: 11 shares; 2026Q2: 127 shares 127 $6.4K <0.01% +116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $6.39K <0.01% new Timeline EVX 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $6.39K <0.01% 0 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: 80 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $6.35K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 31 shares; 2026Q1: 45 shares; 2026Q2: 131 shares 131 $6.28K <0.01% +86 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 10 shares; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: 13 shares; 2026Q1: 14 shares; 2026Q2: 101 shares 101 $6.26K <0.01% +87 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 267 shares; 2026Q2: 228 shares 228 $6.12K <0.01% -39 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: 5 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 13 shares; 2026Q1: 29 shares; 2026Q2: 28 shares 28 $6.12K <0.01% -1 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 329 shares; 2025Q2: 326 shares; 2025Q3: 371 shares; 2025Q4: 228 shares; 2026Q1: 299 shares; 2026Q2: 316 shares 316 $6.11K <0.01% +17 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 126 shares; 2025Q3: 135 shares; 2025Q4: 141 shares; 2026Q1: 124 shares; 2026Q2: 178 shares 178 $6.05K <0.01% +54 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 6 shares; 2026Q2: 19 shares 19 $6.05K <0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 16 shares; 2026Q2: 18 shares 18 $6.03K <0.01% +2 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 39 shares; 2025Q4: 39 shares; 2026Q1: 230 shares; 2026Q2: 191 shares 191 $5.99K <0.01% -39 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $5.99K <0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.97K <0.01% 0 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 18 shares; 2026Q2: 22 shares 22 $5.92K <0.01% +4 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $5.9K <0.01% 0 Timeline URA 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: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $5.9K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 86 shares; 2025Q4: 85 shares; 2026Q1: 104 shares; 2026Q2: 248 shares 248 $5.85K <0.01% +144 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 13 shares; 2025Q4: 15 shares; 2026Q1: 25 shares; 2026Q2: 38 shares 38 $5.84K <0.01% +13 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: 1 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $5.71K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 736 shares; 2026Q2: 592 shares 592 $5.67K <0.01% -144 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $5.67K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $5.63K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 11 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 32 shares; 2026Q1: 39 shares; 2026Q2: 54 shares 54 $5.59K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 26 shares; 2026Q1: 31 shares; 2026Q2: 60 shares 60 $5.53K <0.01% +29 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 219 shares 219 $5.49K <0.01% +138 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY 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: 1,000 shares 1,000 $5.42K <0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 318 shares; 2025Q2: 418 shares; 2025Q3: 433 shares; 2025Q4: 378 shares; 2026Q1: 527 shares; 2026Q2: 558 shares 558 $5.41K <0.01% +31 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 12 shares; 2026Q2: 22 shares 22 $5.4K <0.01% +10 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 18 shares; 2026Q2: 24 shares 24 $5.38K <0.01% +6 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 30 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 87 shares 87 $5.37K <0.01% +58 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $5.33K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 10 shares; 2026Q2: 13 shares 13 $5.29K <0.01% +3 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 6 shares; 2026Q2: 18 shares 18 $5.21K <0.01% +12 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 6 shares; 2026Q1: 18 shares; 2026Q2: 31 shares 31 $5.2K <0.01% +13 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: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,478 shares; 2025Q2: 1,482 shares; 2025Q3: 1,485 shares; 2025Q4: 1,588 shares; 2026Q1: 46 shares; 2026Q2: 125 shares 125 $5.13K <0.01% +79 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 15 shares 15 $5.11K <0.01% +5 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 134 shares 134 $5.1K <0.01% +125 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 397 shares; 2025Q3: 522 shares; 2025Q4: 582 shares; 2026Q1: 685 shares; 2026Q2: 565 shares 565 $5.04K <0.01% -120 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 8 shares; 2026Q2: 13 shares 13 $5.03K <0.01% +5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 10 shares; 2026Q2: 20 shares 20 $4.97K <0.01% +10 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 3 shares; 2025Q4: 10 shares; 2026Q1: 11 shares; 2026Q2: 29 shares 29 $4.93K <0.01% +18 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: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 8 shares; 2026Q2: 10 shares 10 $4.91K <0.01% +2 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145 $4.91K <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: 23 shares; 2026Q1: 27 shares; 2026Q2: 30 shares 30 $4.9K <0.01% +3 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 26 shares; 2025Q3: 28 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 101 shares 101 $4.85K <0.01% +62 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: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $4.81K <0.01% 0 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,057 shares; 2025Q2: 2,103 shares; 2025Q3: 2,086 shares; 2025Q4: 2,158 shares; 2026Q1: 139 shares; 2026Q2: 194 shares 194 $4.76K <0.01% +55 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: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 9 shares; 2026Q2: 15 shares 15 $4.72K <0.01% +6 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 17 shares; 2026Q2: 19 shares 19 $4.68K <0.01% +2 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 55 shares; 2026Q2: 62 shares 62 $4.68K <0.01% +7 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $4.53K <0.01% 0 Timeline IDEF 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: 68 shares; 2025Q3: 68 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $4.53K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 16 shares; 2026Q2: 33 shares 33 $4.51K <0.01% +17 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 6 shares; 2026Q2: 13 shares 13 $4.48K <0.01% +7 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: 39 shares; 2025Q3: 39 shares; 2025Q4: 46 shares; 2026Q1: 63 shares; 2026Q2: 99 shares 99 $4.47K <0.01% +36 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 7 shares; 2026Q2: 10 shares 10 $4.46K <0.01% +3 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $4.45K <0.01% 0 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH 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: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $4.36K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 21 shares; 2025Q4: 25 shares; 2026Q1: 33 shares; 2026Q2: 37 shares 37 $4.35K <0.01% +4 Timeline GSK GSK PLC More: the full row for GSK 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: 26 shares; 2025Q4: 26 shares; 2026Q1: 94 shares; 2026Q2: 83 shares 83 $4.35K <0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 28 shares; 2026Q1: 34 shares; 2026Q2: 57 shares 57 $4.24K <0.01% +23 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 6 shares; 2026Q1: 27 shares; 2026Q2: 133 shares 133 $4.21K <0.01% +106 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 20 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 37 shares 37 $4.19K <0.01% +2 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 43 shares; 2026Q2: 59 shares 59 $4.13K <0.01% +16 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 11 shares 11 $4.13K <0.01% +3 Timeline MDA MDA SPACE LTD More: the full row for MDA SPACE 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: 100 shares; 2026Q2: 100 shares 100 $4.13K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 41 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $4.07K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING 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: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 692 shares 692 $4.04K <0.01% +480 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 4 shares; 2026Q2: 12 shares 12 $4.03K <0.01% +8 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 8 shares; 2026Q1: 9 shares; 2026Q2: 22 shares 22 $4.03K <0.01% +13 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 13 shares; 2026Q2: 24 shares 24 $4K <0.01% +11 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 3 shares 3 $4K <0.01% +2 Timeline FRVO FERVO ENERGY CO More: the full row for FERVO ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $3.95K <0.01% new Timeline SRBK SR BANCORP INC More: the full row for SR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.94K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 8 shares 8 $3.92K <0.01% +2 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 284 shares 284 $3.92K <0.01% +78 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 41 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 82 shares 82 $3.9K <0.01% +31 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 37 shares; 2026Q2: 70 shares 70 $3.88K <0.01% +33 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 3 shares; 2026Q2: 22 shares 22 $3.87K <0.01% +19 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $3.84K <0.01% 0 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: 6 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 18 shares 18 $3.83K <0.01% +3 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 170 shares; 2026Q1: 20 shares; 2026Q2: 38 shares 38 $3.81K <0.01% +18 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 28 shares; 2026Q1: 34 shares; 2026Q2: 44 shares 44 $3.8K <0.01% +10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 29 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $3.77K <0.01% 0 Timeline BANK OF AMER CORP 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $3.76K <0.01% 0 DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 20 shares; 2026Q2: 23 shares 23 $3.75K <0.01% +3 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 28 shares; 2026Q2: 35 shares 35 $3.75K <0.01% +7 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: 10 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 34 shares; 2026Q1: 46 shares; 2026Q2: 40 shares 40 $3.74K <0.01% -6 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $3.64K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 7 shares; 2026Q2: 12 shares 12 $3.63K <0.01% +5 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 13 shares; 2026Q2: 15 shares 15 $3.63K <0.01% +2 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 7 shares; 2026Q2: 8 shares 8 $3.62K <0.01% +1 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.6K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 11 shares; 2026Q2: 14 shares 14 $3.58K <0.01% +3 Timeline