PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 6,462 shares 6,462 $580K 0.01% +6,260 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,745 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,601 shares; 2025Q4: 10,251 shares; 2026Q1: 10,251 shares; 2026Q2: 10,251 shares 10,251 $579K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 500 shares; 2026Q2: 2,120 shares 2,120 $577K 0.01% +1,620 Timeline THIRD POINT OFFSHORE INVEST… THIRD POINT OFFSHORE INVESTORS More: the full row for THIRD POINT OFFSHORE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,612 shares; 2025Q4: 35,612 shares; 2026Q1: 35,612 shares; 2026Q2: 35,612 shares 35,612 $572K 0.01% 0 CERES FARMS LLC CERES FARMS LLC More: the full row for CERES FARMS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,389 shares; 2024Q4: 517,072 shares; 2025Q1: 517,072 shares; 2025Q2: 529,031 shares; 2025Q3: 542,015 shares; 2025Q4: 542,015 shares; 2026Q1: 552,722 shares; 2026Q2: 567,856 shares 567,856 $568K 0.01% +15,134 UNTC UNIT CORP COM NEW More: the full row for UNIT CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,387 shares; 2024Q4: 37,257 shares; 2025Q1: 38,437 shares; 2025Q2: 38,437 shares; 2025Q3: 37,760 shares; 2025Q4: 1,734 shares; 2026Q1: 18,560 shares; 2026Q2: 18,060 shares 18,060 $565K 0.01% -500 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 3,072 shares 3,072 $563K 0.01% +3,045 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: 807 shares; 2024Q4: 807 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 899 shares; 2026Q1: 1,050 shares; 2026Q2: 1,127 shares 1,127 $560K 0.01% +77 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 13,900 shares 13,900 $558K 0.01% +5,000 Timeline CPPTL COPPER PROPERTY CTL PASS THR More: the full row for COPPER PROPERTY CTL PASS THR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,700 shares; 2024Q4: 112,760 shares; 2025Q1: 125,792 shares; 2025Q2: 86,202 shares; 2025Q3: 64,105 shares; 2025Q4: not reported; 2026Q1: 13,800 shares; 2026Q2: 52,595 shares 52,595 $558K 0.01% +38,795 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: 1,360 shares; 2024Q4: 1,412 shares; 2025Q1: 1,612 shares; 2025Q2: 1,642 shares; 2025Q3: 1,726 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 1,643 shares 1,643 $556K 0.01% -244 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 378 shares; 2026Q1: 885 shares; 2026Q2: 4,054 shares 4,054 $555K 0.01% +3,169 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: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 575 shares 575 $555K 0.01% +249 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 4,430 shares; 2025Q1: 4,456 shares; 2025Q2: 5,400 shares; 2025Q3: 6,400 shares; 2025Q4: 10,457 shares; 2026Q1: 9,608 shares; 2026Q2: 20,784 shares 20,784 $551K 0.01% +11,176 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,338 shares; 2024Q4: 22,338 shares; 2025Q1: 22,338 shares; 2025Q2: 22,338 shares; 2025Q3: 22,338 shares; 2025Q4: 22,338 shares; 2026Q1: 20,647 shares; 2026Q2: 97,424 shares 97,424 $529K 0.01% +76,777 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 5,378 shares; 2025Q1: 5,380 shares; 2025Q2: 5,382 shares; 2025Q3: 5,384 shares; 2025Q4: 5,337 shares; 2026Q1: 5,339 shares; 2026Q2: 5,241 shares 5,241 $528K 0.01% -98 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,100 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $527K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 2,960 shares; 2026Q1: 2,997 shares; 2026Q2: 2,826 shares 2,826 $523K 0.01% -171 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: 10,277 shares; 2024Q4: 10,369 shares; 2025Q1: 8,805 shares; 2025Q2: 5,188 shares; 2025Q3: 13,288 shares; 2025Q4: 15,272 shares; 2026Q1: 4,422 shares; 2026Q2: 4,002 shares 4,002 $523K 0.01% -420 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 3,229 shares; 2025Q1: 3,229 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,662 shares 2,662 $521K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,017 shares; 2025Q3: 2,025 shares; 2025Q4: 2,113 shares; 2026Q1: 2,007 shares; 2026Q2: 1,909 shares 1,909 $516K 0.01% -98 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B 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: 15,160 shares; 2025Q4: 11,840 shares; 2026Q1: 11,430 shares; 2026Q2: 11,430 shares 11,430 $516K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 4,491 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,854 shares; 2025Q4: 3,982 shares; 2026Q1: 3,553 shares; 2026Q2: 2,744 shares 2,744 $516K 0.01% -809 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,194 shares; 2024Q4: 27,483 shares; 2025Q1: 27,776 shares; 2025Q2: 44,109 shares; 2025Q3: 44,577 shares; 2025Q4: 45,050 shares; 2026Q1: 45,529 shares; 2026Q2: 46,012 shares 46,012 $510K 0.01% +483 FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,447 shares; 2024Q4: 26,447 shares; 2025Q1: 26,447 shares; 2025Q2: 26,447 shares; 2025Q3: 26,447 shares; 2025Q4: 45,800 shares; 2026Q1: 45,800 shares; 2026Q2: 26,447 shares 26,447 $505K 0.01% -19,353 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: 16,265 shares; 2024Q4: 16,040 shares; 2025Q1: 15,940 shares; 2025Q2: 15,200 shares; 2025Q3: 16,160 shares; 2025Q4: 14,371 shares; 2026Q1: 14,574 shares; 2026Q2: 14,710 shares 14,710 $500K 0.01% +136 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,720 shares; 2024Q4: 176,120 shares; 2025Q1: 153,460 shares; 2025Q2: 127,023 shares; 2025Q3: 182,343 shares; 2025Q4: 66,886 shares; 2026Q1: 27,622 shares; 2026Q2: 6,975 shares 6,975 $499K 0.01% -20,647 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: 1,131 shares; 2024Q4: 1,366 shares; 2025Q1: 1,389 shares; 2025Q2: 1,398 shares; 2025Q3: 1,296 shares; 2025Q4: 5,771 shares; 2026Q1: 6,044 shares; 2026Q2: 5,770 shares 5,770 $498K 0.01% -274 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: 783 shares; 2024Q4: 827 shares; 2025Q1: 862 shares; 2025Q2: 849 shares; 2025Q3: 850 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 705 shares 705 $496K 0.01% -85 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: 6,028 shares; 2024Q4: 4,957 shares; 2025Q1: 4,938 shares; 2025Q2: 5,057 shares; 2025Q3: 4,871 shares; 2025Q4: 4,793 shares; 2026Q1: 4,793 shares; 2026Q2: 4,487 shares 4,487 $491K 0.01% -306 Timeline AMNF ARMANINO FOODS OF DISTINCTION More: the full row for ARMANINO FOODS OF DISTINCTION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,360 shares; 2026Q1: 47,170 shares; 2026Q2: 47,170 shares 47,170 $488K 0.01% 0 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,810 shares; 2024Q4: 118,090 shares; 2025Q1: 116,334 shares; 2025Q2: 85,362 shares; 2025Q3: 33,084 shares; 2025Q4: 33,084 shares; 2026Q1: 32,074 shares; 2026Q2: 32,074 shares 32,074 $481K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 764 shares; 2025Q2: 758 shares; 2025Q3: 754 shares; 2025Q4: 714 shares; 2026Q1: 700 shares; 2026Q2: 3,941 shares 3,941 $480K 0.01% +3,241 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: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares; 2026Q2: 5,813 shares 5,813 $479K 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: 25,462 shares; 2024Q4: 24,376 shares; 2025Q1: 23,857 shares; 2025Q2: 23,582 shares; 2025Q3: 22,282 shares; 2025Q4: 27,644 shares; 2026Q1: 28,560 shares; 2026Q2: 22,982 shares 22,982 $476K 0.01% -5,578 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,194 shares; 2024Q4: 18,769 shares; 2025Q1: 18,771 shares; 2025Q2: 18,774 shares; 2025Q3: 16,922 shares; 2025Q4: 19,599 shares; 2026Q1: 19,600 shares; 2026Q2: 19,602 shares 19,602 $475K 0.01% +2 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares; 2025Q3: 10,321 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares 7,071 $474K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,934 shares; 2026Q1: 3,961 shares; 2026Q2: 3,503 shares 3,503 $472K 0.01% -458 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: 3,809 shares; 2024Q4: 3,830 shares; 2025Q1: 3,107 shares; 2025Q2: 3,700 shares; 2025Q3: 5,996 shares; 2025Q4: 6,740 shares; 2026Q1: 6,695 shares; 2026Q2: 7,383 shares 7,383 $464K 0.01% +688 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 664 shares; 2025Q1: 1,064 shares; 2025Q2: 1,196 shares; 2025Q3: 875 shares; 2025Q4: 17,434 shares; 2026Q1: 24,434 shares; 2026Q2: 16,895 shares 16,895 $462K 0.01% -7,539 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: 462 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,574 shares; 2026Q1: 5,599 shares; 2026Q2: 5,015 shares 5,015 $462K 0.01% -584 Timeline BSIN BIG SKY INDL INC More: the full row for BIG SKY INDL 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: 419,686 shares 419,686 $462K 0.01% new 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: 8,672 shares; 2024Q4: 8,688 shares; 2025Q1: 12,369 shares; 2025Q2: 16,049 shares; 2025Q3: 15,148 shares; 2025Q4: 12,984 shares; 2026Q1: 13,005 shares; 2026Q2: 9,625 shares 9,625 $460K 0.01% -3,380 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,343 shares; 2024Q4: 19,343 shares; 2025Q1: 19,343 shares; 2025Q2: 20,086 shares; 2025Q3: 19,933 shares; 2025Q4: 19,933 shares; 2026Q1: 16,883 shares; 2026Q2: 16,883 shares 16,883 $460K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,041 shares; 2024Q4: 16,131 shares; 2025Q1: 16,133 shares; 2025Q2: 16,612 shares; 2025Q3: 15,438 shares; 2025Q4: 17,996 shares; 2026Q1: 17,997 shares; 2026Q2: 17,999 shares 17,999 $454K 0.01% +2 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,135 shares; 2024Q4: 74,307 shares; 2025Q1: 74,043 shares; 2025Q2: 72,783 shares; 2025Q3: 64,893 shares; 2025Q4: 5,612 shares; 2026Q1: 22,708 shares; 2026Q2: 18,190 shares 18,190 $451K 0.01% -4,518 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 340,940 shares; 2025Q2: 32 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $450K 0.01% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,538 shares; 2024Q4: 15,652 shares; 2025Q1: 15,710 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 9,766 shares; 2026Q1: 8,861 shares; 2026Q2: 8,860 shares 8,860 $449K 0.01% -1 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 5,500 shares 5,500 $449K 0.01% +2,000 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,001 shares; 2024Q4: 12,867 shares; 2025Q1: 11,290 shares; 2025Q2: 10,337 shares; 2025Q3: 7,283 shares; 2025Q4: 6,571 shares; 2026Q1: 6,017 shares; 2026Q2: 5,486 shares 5,486 $441K 0.01% -531 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 835 shares; 2025Q1: 836 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 862 shares; 2026Q1: 868 shares; 2026Q2: 835 shares 835 $440K 0.01% -33 Timeline MLPX 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: 4,390 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 5,606 shares; 2025Q3: 5,606 shares; 2025Q4: 5,606 shares; 2026Q1: 5,606 shares; 2026Q2: 5,906 shares 5,906 $435K 0.01% +300 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: 279 shares; 2024Q4: 281 shares; 2025Q1: 296 shares; 2025Q2: 469 shares; 2025Q3: 556 shares; 2025Q4: 762 shares; 2026Q1: 2,811 shares; 2026Q2: 1,002 shares 1,002 $432K 0.01% -1,809 Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: 40,594 shares; 2026Q1: 40,594 shares; 2026Q2: 40,594 shares 40,594 $428K 0.01% 0 IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,834 shares; 2024Q4: 16,565 shares; 2025Q1: 16,565 shares; 2025Q2: 16,781 shares; 2025Q3: 15,505 shares; 2025Q4: 18,396 shares; 2026Q1: 18,396 shares; 2026Q2: 18,396 shares 18,396 $426K 0.01% 0 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 2,212 shares; 2026Q1: 2,816 shares; 2026Q2: 8,231 shares 8,231 $422K 0.01% +5,415 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,363 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,300 shares; 2026Q1: 1,336 shares; 2026Q2: 1,430 shares 1,430 $422K 0.01% +94 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $419K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 2,751 shares; 2025Q3: 2,707 shares; 2025Q4: 4,494 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $419K 0.01% 0 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares 2,810 $419K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 10,126 shares 10,126 $418K 0.01% +9,737 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: 1,883 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares; 2026Q2: 2,528 shares 2,528 $416K 0.01% 0 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,192 shares; 2026Q1: 37,563 shares; 2026Q2: 37,939 shares 37,939 $416K 0.01% +376 VTWO 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: 2,781 shares; 2024Q4: 4,181 shares; 2025Q1: 3,711 shares; 2025Q2: 3,822 shares; 2025Q3: 3,835 shares; 2025Q4: 4,322 shares; 2026Q1: 4,707 shares; 2026Q2: 3,413 shares 3,413 $414K 0.01% -1,294 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: 13,602 shares; 2024Q4: 13,040 shares; 2025Q1: 13,169 shares; 2025Q2: 12,933 shares; 2025Q3: 12,530 shares; 2025Q4: 12,409 shares; 2026Q1: 12,344 shares; 2026Q2: 11,157 shares 11,157 $405K 0.01% -1,187 Timeline BIV 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: 5,892 shares; 2024Q4: 5,098 shares; 2025Q1: 4,831 shares; 2025Q2: 4,876 shares; 2025Q3: 4,921 shares; 2025Q4: 4,982 shares; 2026Q1: 5,213 shares; 2026Q2: 5,263 shares 5,263 $404K 0.01% +50 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 909 shares; 2025Q4: 980 shares; 2026Q1: 977 shares; 2026Q2: 902 shares 902 $403K 0.01% -75 Timeline FDL 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: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,015 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 9,265 shares; 2026Q1: 9,265 shares; 2026Q2: 8,195 shares 8,195 $399K 0.01% -1,070 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares; 2026Q2: 3,385 shares 3,385 $398K 0.01% 0 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: 11,517 shares; 2024Q4: 10,454 shares; 2025Q1: 10,391 shares; 2025Q2: 10,141 shares; 2025Q3: 7,216 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 5,805 shares 5,805 $396K 0.01% -465 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: 38,493 shares; 2024Q4: 9,128 shares; 2025Q1: 7,913 shares; 2025Q2: 6,104 shares; 2025Q3: 5,230 shares; 2025Q4: 5,716 shares; 2026Q1: 5,677 shares; 2026Q2: 3,825 shares 3,825 $396K 0.01% -1,852 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: 49,000 shares; 2024Q4: 36,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,230 shares; 2025Q4: 5,255 shares; 2026Q1: 7,605 shares; 2026Q2: 7,405 shares 7,405 $394K 0.01% -200 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,965 shares; 2026Q1: 20,527 shares; 2026Q2: 42,975 shares 42,975 $394K 0.01% +22,448 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS 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: 41,300 shares; 2026Q2: 29,500 shares 29,500 $392K 0.01% -11,800 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: 760 shares; 2025Q1: 704 shares; 2025Q2: 728 shares; 2025Q3: 1,228 shares; 2025Q4: 1,122 shares; 2026Q1: 1,144 shares; 2026Q2: 2,304 shares 2,304 $391K 0.01% +1,160 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares; 2026Q2: 3,230 shares 3,230 $384K 0.01% 0 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,771 shares; 2024Q4: 48,871 shares; 2025Q1: 48,871 shares; 2025Q2: 35,254 shares; 2025Q3: 35,254 shares; 2025Q4: 35,254 shares; 2026Q1: 65,254 shares; 2026Q2: 65,254 shares 65,254 $384K 0.01% 0 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,980 shares 12,980 $383K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,550 shares; 2024Q4: 6,551 shares; 2025Q1: 6,838 shares; 2025Q2: 6,839 shares; 2025Q3: 7,736 shares; 2025Q4: 7,774 shares; 2026Q1: 7,778 shares; 2026Q2: 7,138 shares 7,138 $383K 0.01% -640 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $382K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173 shares; 2025Q3: 169 shares; 2025Q4: 6,688 shares; 2026Q1: 6,496 shares; 2026Q2: 5,920 shares 5,920 $380K 0.01% -576 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,252 shares; 2024Q4: 328,578 shares; 2025Q1: 352,565 shares; 2025Q2: 386,976 shares; 2025Q3: 252,326 shares; 2025Q4: 21,864 shares; 2026Q1: 18,149 shares; 2026Q2: 13,789 shares 13,789 $379K 0.01% -4,360 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: 5,451 shares; 2024Q4: 5,687 shares; 2025Q1: 5,448 shares; 2025Q2: 5,391 shares; 2025Q3: 5,391 shares; 2025Q4: 5,696 shares; 2026Q1: 5,428 shares; 2026Q2: 5,111 shares 5,111 $375K 0.01% -317 Timeline SRUUF SPROTT PHYSICAL URANIUM TR More: the full row for SPROTT PHYSICAL URANIUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 21,800 shares; 2025Q3: 20,288 shares; 2025Q4: 20,288 shares; 2026Q1: 20,288 shares; 2026Q2: 20,288 shares 20,288 $373K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,615 shares 17,615 $371K 0.01% new Timeline MILLENNIUM USA HEDGEFOCUS F… MILLENNIUM USA HEDGEFOCUS FUND More: the full row for MILLENNIUM USA HEDGEFOCUS FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,300 shares; 2024Q4: 304,691 shares; 2025Q1: 320,546 shares; 2025Q2: 314,092 shares; 2025Q3: 331,336 shares; 2025Q4: 342,884 shares; 2026Q1: 354,522 shares; 2026Q2: 369,713 shares 369,713 $370K 0.01% +15,191 OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934 shares; 2024Q4: 434 shares; 2025Q1: 433 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 462 shares; 2026Q1: 731 shares; 2026Q2: 2,682 shares 2,682 $366K 0.01% +1,951 Timeline WEN WENDYS CO More: the full row for WENDYS 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: 4,670 shares; 2026Q1: not reported; 2026Q2: 43,300 shares 43,300 $359K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 1,009 shares 1,009 $358K 0.01% +283 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: 366 shares; 2024Q4: 405 shares; 2025Q1: 362 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 381 shares; 2026Q1: 378 shares; 2026Q2: 343 shares 343 $358K 0.01% -35 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,680 shares; 2025Q1: 1,681 shares; 2025Q2: 1,616 shares; 2025Q3: 1,489 shares; 2025Q4: 1,488 shares; 2026Q1: 1,504 shares; 2026Q2: 1,688 shares 1,688 $355K 0.01% +184 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 14,471 shares; 2025Q1: 14,473 shares; 2025Q2: 14,477 shares; 2025Q3: 11,976 shares; 2025Q4: 14,660 shares; 2026Q1: 14,661 shares; 2026Q2: 14,663 shares 14,663 $355K 0.01% +2 Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,759 shares; 2025Q3: 105,321 shares; 2025Q4: 46,149 shares; 2026Q1: 56,169 shares; 2026Q2: 56,169 shares 56,169 $355K 0.01% 0 Timeline HAP 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: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,141 shares; 2025Q2: 5,141 shares; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares; 2026Q2: 5,141 shares 5,141 $353K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 226 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 213 shares; 2026Q1: 218 shares; 2026Q2: 259 shares 259 $352K 0.01% +41 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,783 shares; 2024Q4: 24,783 shares; 2025Q1: 24,783 shares; 2025Q2: 24,783 shares; 2025Q3: 24,783 shares; 2025Q4: 24,333 shares; 2026Q1: 24,333 shares; 2026Q2: 24,333 shares 24,333 $349K 0.01% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,613 shares; 2025Q2: 12,613 shares; 2025Q3: 12,613 shares; 2025Q4: 11,281 shares; 2026Q1: 11,281 shares; 2026Q2: 8,344 shares 8,344 $349K 0.01% -2,937 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 904 shares; 2026Q1: 928 shares; 2026Q2: 904 shares 904 $348K 0.01% -24 Timeline XAR 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: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,201 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,267 shares; 2026Q2: 1,226 shares 1,226 $348K 0.01% -41 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,895 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,391 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $347K 0.01% 0 Timeline WCCB WEST COAST COMMUNITY BANCORP More: the full row for WEST COAST COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,360 shares; 2025Q3: 6,860 shares; 2025Q4: 5,800 shares; 2026Q1: 5,970 shares; 2026Q2: 6,820 shares 6,820 $341K 0.01% +850 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $338K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,202 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 11,343 shares; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares; 2026Q1: 9,102 shares; 2026Q2: 9,102 shares 9,102 $336K 0.01% 0 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: 2,287 shares; 2024Q4: 1,432 shares; 2025Q1: 1,317 shares; 2025Q2: 1,318 shares; 2025Q3: 1,443 shares; 2025Q4: 1,584 shares; 2026Q1: 1,519 shares; 2026Q2: 1,351 shares 1,351 $335K 0.01% -168 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: 948 shares; 2024Q4: 1,013 shares; 2025Q1: 1,150 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,478 shares; 2026Q1: 1,531 shares; 2026Q2: 2,249 shares 2,249 $329K 0.01% +718 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,600 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares; 2026Q1: 14,700 shares; 2026Q2: 14,700 shares 14,700 $328K 0.01% 0 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: 4,436 shares; 2024Q4: 4,577 shares; 2025Q1: 4,576 shares; 2025Q2: 4,599 shares; 2025Q3: 5,885 shares; 2025Q4: 6,411 shares; 2026Q1: 6,219 shares; 2026Q2: 4,228 shares 4,228 $328K 0.01% -1,991 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: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,336 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares; 2026Q2: 3,398 shares 3,398 $327K 0.01% 0 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: 23,238 shares; 2024Q4: 16,044 shares; 2025Q1: 15,878 shares; 2025Q2: 11,033 shares; 2025Q3: 9,116 shares; 2025Q4: 8,932 shares; 2026Q1: 9,157 shares; 2026Q2: 8,883 shares 8,883 $327K 0.01% -274 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 2,807 shares; 2025Q2: 2,653 shares; 2025Q3: 1,956 shares; 2025Q4: 2,261 shares; 2026Q1: 2,310 shares; 2026Q2: 2,086 shares 2,086 $327K 0.01% -224 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 416 shares; 2026Q1: 153 shares; 2026Q2: 4,301 shares 4,301 $326K 0.01% +4,148 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 2,703 shares; 2025Q1: 2,631 shares; 2025Q2: 2,246 shares; 2025Q3: 1,987 shares; 2025Q4: 1,840 shares; 2026Q1: 1,782 shares; 2026Q2: 1,712 shares 1,712 $326K 0.01% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $321K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 9,434 shares; 2025Q1: 9,434 shares; 2025Q2: 5,151 shares; 2025Q3: 6,706 shares; 2025Q4: 6,726 shares; 2026Q1: 6,046 shares; 2026Q2: 4,352 shares 4,352 $319K 0.01% -1,694 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,304 shares; 2025Q3: 2,104 shares; 2025Q4: 2,791 shares; 2026Q1: 2,996 shares; 2026Q2: 3,460 shares 3,460 $317K 0.01% +464 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 4,991 shares; 2025Q1: 5,917 shares; 2025Q2: 6,720 shares; 2025Q3: 6,582 shares; 2025Q4: 7,665 shares; 2026Q1: 6,261 shares; 2026Q2: 6,261 shares 6,261 $317K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 252 shares; 2025Q1: 6,602 shares; 2025Q2: 1,966 shares; 2025Q3: 1,713 shares; 2025Q4: 8,815 shares; 2026Q1: 10,173 shares; 2026Q2: 10,173 shares 10,173 $316K 0.01% 0 Timeline PARTNERS GROUP PRIVATE EQUI… PARTNERS GROUP PRIVATE EQUITY More: the full row for PARTNERS GROUP PRIVATE EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,924 shares; 2024Q4: 115,845 shares; 2025Q1: 138,919 shares; 2025Q2: 138,919 shares; 2025Q3: 138,919 shares; 2025Q4: 171,343 shares; 2026Q1: 143,674 shares; 2026Q2: 143,674 shares 143,674 $315K 0.01% 0 HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,436 shares; 2024Q4: not reported; 2025Q1: 26,619 shares; 2025Q2: 26,619 shares; 2025Q3: 26,369 shares; 2025Q4: 25,959 shares; 2026Q1: 25,069 shares; 2026Q2: 25,069 shares 25,069 $315K 0.01% 0 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: 893 shares; 2025Q1: 826 shares; 2025Q2: 5,796 shares; 2025Q3: 7,262 shares; 2025Q4: 12,252 shares; 2026Q1: 12,252 shares; 2026Q2: 12,072 shares 12,072 $313K 0.01% -180 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: 4,967 shares; 2024Q4: 4,967 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 8,471 shares; 2025Q4: 7,051 shares; 2026Q1: 6,970 shares; 2026Q2: 6,880 shares 6,880 $313K 0.01% -90 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,588 shares; 2024Q4: 786,070 shares; 2025Q1: 806,342 shares; 2025Q2: 1,086,165 shares; 2025Q3: 245,440 shares; 2025Q4: 25,981 shares; 2026Q1: 23,301 shares; 2026Q2: 16,362 shares 16,362 $313K 0.01% -6,939 Timeline PROVIDER REAL ESTATE FUND I… PROVIDER REAL ESTATE FUND I LP More: the full row for PROVIDER REAL ESTATE FUND I LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,185 shares; 2024Q4: 2,244,645 shares; 2025Q1: 295,995 shares; 2025Q2: 298,215 shares; 2025Q3: 305,394 shares; 2025Q4: 2,281,860 shares; 2026Q1: 2,109,927 shares; 2026Q2: 311,676 shares 311,676 $312K 0.01% -1,798,251 SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,881 shares; 2025Q1: 1,321 shares; 2025Q2: 2,316 shares; 2025Q3: not reported; 2025Q4: 5,338 shares; 2026Q1: 4,282 shares; 2026Q2: 3,543 shares 3,543 $311K 0.01% -739 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: 7,270 shares; 2024Q4: 8,076 shares; 2025Q1: 7,086 shares; 2025Q2: 7,086 shares; 2025Q3: 7,911 shares; 2025Q4: 7,689 shares; 2026Q1: 7,021 shares; 2026Q2: 5,821 shares 5,821 $310K 0.01% -1,200 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: 130,825 shares; 2024Q4: 116,056 shares; 2025Q1: 66,711 shares; 2025Q2: 64,099 shares; 2025Q3: 62,120 shares; 2025Q4: 57,306 shares; 2026Q1: 57,000 shares; 2026Q2: 12,524 shares 12,524 $307K 0.01% -44,476 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,417 shares; 2024Q4: 39,906 shares; 2025Q1: 40,256 shares; 2025Q2: 34,363 shares; 2025Q3: 19,263 shares; 2025Q4: 12,848 shares; 2026Q1: 12,095 shares; 2026Q2: 14,506 shares 14,506 $307K 0.01% +2,411 Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,973 shares; 2024Q4: 23,794 shares; 2025Q1: 28,702 shares; 2025Q2: 28,702 shares; 2025Q3: 28,702 shares; 2025Q4: 28,702 shares; 2026Q1: 28,702 shares; 2026Q2: 28,702 shares 28,702 $306K 0.01% 0 FOSL FOSSIL GROUP INC More: the full row for FOSSIL 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: 34,710 shares; 2026Q1: 73,010 shares; 2026Q2: 73,700 shares 73,700 $305K 0.01% +690 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,472 shares; 2025Q1: 1,443 shares; 2025Q2: 4,156 shares; 2025Q3: 1,635 shares; 2025Q4: 2,002 shares; 2026Q1: 6,495 shares; 2026Q2: 6,228 shares 6,228 $302K 0.01% -267 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 7,856 shares 7,856 $302K 0.01% +7,756 Timeline PS PERSHING SQUARE INC More: the full row for PERSHING SQUARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,180 shares 9,180 $302K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 27,000 shares; 2026Q1: 26,000 shares; 2026Q2: 27,000 shares 27,000 $301K 0.01% +1,000 Timeline PSYTF PASON SYSTEMS INC (F) More: the full row for PASON SYSTEMS INC (F) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,781 shares; 2024Q4: 159,515 shares; 2025Q1: 222,123 shares; 2025Q2: 256,977 shares; 2025Q3: 251,334 shares; 2025Q4: 130,018 shares; 2026Q1: 34,010 shares; 2026Q2: 34,010 shares 34,010 $296K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 5,250 shares 5,250 $295K 0.01% +2,625 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 6,256 shares; 2025Q1: 6,511 shares; 2025Q2: 6,522 shares; 2025Q3: 9,683 shares; 2025Q4: 9,235 shares; 2026Q1: 9,239 shares; 2026Q2: 9,666 shares 9,666 $295K 0.01% +427 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,116 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 175 shares; 2025Q4: 243 shares; 2026Q1: 743 shares; 2026Q2: 1,232 shares 1,232 $294K 0.01% +489 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: 2,222 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 3,669 shares; 2025Q3: 3,209 shares; 2025Q4: 4,275 shares; 2026Q1: 4,500 shares; 2026Q2: 4,199 shares 4,199 $294K 0.01% -301 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 4,480 shares; 2025Q1: 7,220 shares; 2025Q2: 5,730 shares; 2025Q3: 5,289 shares; 2025Q4: 7,336 shares; 2026Q1: 7,753 shares; 2026Q2: 8,101 shares 8,101 $293K 0.01% +348 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO 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: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,000 shares 2,000 $291K 0.01% -879 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: 1,426 shares; 2024Q4: 1,313 shares; 2025Q1: 2,292 shares; 2025Q2: 2,906 shares; 2025Q3: 2,068 shares; 2025Q4: 2,511 shares; 2026Q1: 3,255 shares; 2026Q2: 2,069 shares 2,069 $290K 0.01% -1,186 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 947 shares; 2026Q1: 981 shares; 2026Q2: 875 shares 875 $289K 0.01% -106 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,336 shares; 2024Q4: 12,336 shares; 2025Q1: 12,336 shares; 2025Q2: 12,336 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares; 2026Q1: 25,719 shares; 2026Q2: 19,722 shares 19,722 $288K 0.01% -5,997 Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares; 2026Q2: 7,156 shares 7,156 $288K 0.01% +451 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $286K 0.01% 0 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: 1,635 shares; 2024Q4: 1,950 shares; 2025Q1: 1,852 shares; 2025Q2: 1,797 shares; 2025Q3: 1,497 shares; 2025Q4: 1,635 shares; 2026Q1: 1,613 shares; 2026Q2: 1,097 shares 1,097 $286K 0.01% -516 Timeline SPMO 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: 1,062 shares; 2025Q3: 1,958 shares; 2025Q4: 2,028 shares; 2026Q1: 2,030 shares; 2026Q2: 1,767 shares 1,767 $285K 0.01% -263 Timeline PRFZ 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $284K 0.01% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,345 shares; 2024Q4: 123,199 shares; 2025Q1: 63,408 shares; 2025Q2: 59,078 shares; 2025Q3: 77,808 shares; 2025Q4: 99,833 shares; 2026Q1: 107,793 shares; 2026Q2: 3,804 shares 3,804 $284K 0.01% -103,989 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $279K 0.01% new Timeline LODE COMSTOCK INC More: the full row for COMSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,880 shares 66,880 $278K 0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,141 shares; 2024Q4: 21,141 shares; 2025Q1: 19,581 shares; 2025Q2: 19,581 shares; 2025Q3: 18,481 shares; 2025Q4: 18,481 shares; 2026Q1: 18,481 shares; 2026Q2: 15,481 shares 15,481 $277K 0.01% -3,000 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,589 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,487 shares; 2026Q1: 1,491 shares; 2026Q2: 1,491 shares 1,491 $276K 0.01% 0 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: 3,113 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,098 shares; 2025Q4: 3,127 shares; 2026Q1: 3,112 shares; 2026Q2: 1,081 shares 1,081 $275K 0.01% -2,031 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: 1,943 shares; 2024Q4: 2,117 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 2,277 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 3,697 shares 3,697 $275K 0.01% +732 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 3,603 shares; 2025Q1: 4,661 shares; 2025Q2: 4,676 shares; 2025Q3: 5,540 shares; 2025Q4: 5,359 shares; 2026Q1: 5,367 shares; 2026Q2: 5,380 shares 5,380 $275K 0.01% +13 Timeline PGF 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: 10,150 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $274K 0.01% 0 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,481 shares; 2024Q4: 15,981 shares; 2025Q1: 15,981 shares; 2025Q2: 15,981 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares; 2026Q2: 14,500 shares 14,500 $273K 0.01% -400 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,670 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 79,206 shares; 2026Q2: 4,000 shares 4,000 $272K 0.01% -75,206 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,830 shares; 2024Q4: 9,030 shares; 2025Q1: 9,055 shares; 2025Q2: 11,049 shares; 2025Q3: 10,824 shares; 2025Q4: 7,264 shares; 2026Q1: 7,339 shares; 2026Q2: 5,761 shares 5,761 $267K 0.01% -1,578 Timeline VANGUARD MORTGAGE-BACKED SE… VANGUARD MORTGAGE-BACKED SECUR More: the full row for VANGUARD MORTGAGE-BACKED SECUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,413 shares; 2024Q4: 4,446 shares; 2025Q1: 4,464 shares; 2025Q2: 4,493 shares; 2025Q3: 5,581 shares; 2025Q4: 5,632 shares; 2026Q1: 5,657 shares; 2026Q2: 5,697 shares 5,697 $267K 0.01% +40 COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 672 shares 672 $265K 0.01% 0 Timeline LMBS 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: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares; 2026Q2: 5,285 shares 5,285 $263K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,232 shares; 2024Q4: 5,429 shares; 2025Q1: 5,469 shares; 2025Q2: 5,509 shares; 2025Q3: 5,549 shares; 2025Q4: 5,652 shares; 2026Q1: 5,694 shares; 2026Q2: 5,736 shares 5,736 $262K 0.01% +42 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,112 shares; 2026Q1: 1,159 shares; 2026Q2: 1,081 shares 1,081 $262K 0.01% -78 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,559 shares; 2024Q4: 4,080 shares; 2025Q1: 4,082 shares; 2025Q2: 3,302 shares; 2025Q3: 3,303 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares; 2026Q2: 3,254 shares 3,254 $257K <0.01% +1 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 3,239 shares; 2025Q1: 3,360 shares; 2025Q2: 2,805 shares; 2025Q3: 3,215 shares; 2025Q4: 3,106 shares; 2026Q1: 3,106 shares; 2026Q2: 2,646 shares 2,646 $257K <0.01% -460 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,150 shares; 2024Q4: 11,927 shares; 2025Q1: 11,927 shares; 2025Q2: 11,711 shares; 2025Q3: 11,611 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares; 2026Q2: 9,535 shares 9,535 $254K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,585 shares; 2024Q4: 3,585 shares; 2025Q1: 2,885 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 9,881 shares; 2026Q1: 7,160 shares; 2026Q2: 3,123 shares 3,123 $254K <0.01% -4,037 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,700 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,674 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares; 2026Q2: 1,599 shares 1,599 $254K <0.01% -40 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: 775 shares; 2024Q4: 895 shares; 2025Q1: 794 shares; 2025Q2: 829 shares; 2025Q3: 823 shares; 2025Q4: 867 shares; 2026Q1: 877 shares; 2026Q2: 741 shares 741 $252K <0.01% -136 Timeline GLSI GREENWICH LIFESCIENCES INC More: the full row for GREENWICH LIFESCIENCES 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: 37,500 shares; 2026Q2: 10,740 shares 10,740 $252K <0.01% -26,760 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 250 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 620 shares; 2025Q4: 755 shares; 2026Q1: 770 shares; 2026Q2: 620 shares 620 $249K <0.01% -150 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: 4 shares; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 50 shares; 2026Q1: 52 shares; 2026Q2: 823 shares 823 $248K <0.01% +771 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,639 shares; 2024Q4: 42,016 shares; 2025Q1: 7,368 shares; 2025Q2: 7,577 shares; 2025Q3: 7,536 shares; 2025Q4: 7,627 shares; 2026Q1: 8,182 shares; 2026Q2: 4,735 shares 4,735 $248K <0.01% -3,447 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,084 shares; 2025Q1: 11,070 shares; 2025Q2: 13,055 shares; 2025Q3: 7,242 shares; 2025Q4: 1,220 shares; 2026Q1: 2,008 shares; 2026Q2: 1,780 shares 1,780 $248K <0.01% -228 Timeline LIT 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: 2,272 shares; 2024Q4: 455 shares; 2025Q1: 255 shares; 2025Q2: 3,270 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares; 2026Q2: 3,155 shares 3,155 $247K <0.01% 0 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $246K <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: 3,688 shares; 2024Q4: 3,689 shares; 2025Q1: 3,319 shares; 2025Q2: 3,411 shares; 2025Q3: 2,971 shares; 2025Q4: 5,071 shares; 2026Q1: 5,047 shares; 2026Q2: 4,435 shares 4,435 $246K <0.01% -612 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $246K <0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,475 shares; 2025Q1: 1,325 shares; 2025Q2: 1,273 shares; 2025Q3: 1,553 shares; 2025Q4: 1,582 shares; 2026Q1: 1,557 shares; 2026Q2: 1,370 shares 1,370 $245K <0.01% -187 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $245K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 2,048 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 4,027 shares; 2026Q1: 4,402 shares; 2026Q2: 4,585 shares 4,585 $242K <0.01% +183 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,109 shares; 2025Q1: 2,624 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares; 2026Q1: 3,528 shares; 2026Q2: 3,243 shares 3,243 $236K <0.01% -285 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,960 shares; 2026Q2: 4,960 shares 4,960 $235K <0.01% 0 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: 4,873 shares; 2024Q4: 4,900 shares; 2025Q1: 4,797 shares; 2025Q2: 4,872 shares; 2025Q3: 4,939 shares; 2025Q4: 5,986 shares; 2026Q1: 4,602 shares; 2026Q2: 4,047 shares 4,047 $234K <0.01% -555 Timeline TSQ TOWNSQUARE MEDIA INC More: the full row for TOWNSQUARE MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 7,053 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,930 shares 32,930 $233K <0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 935 shares; 2025Q2: 1,024 shares; 2025Q3: 1,257 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $228K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 4,610 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,485 shares; 2025Q4: 3,810 shares; 2026Q1: 4,310 shares; 2026Q2: 4,310 shares 4,310 $226K <0.01% 0 Timeline HAUZ 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 50,818 shares; 2026Q2: 10,000 shares 10,000 $224K <0.01% -40,818 Timeline EEA EUROPEAN EQUITY FD INC More: the full row for EUROPEAN EQUITY FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,324 shares; 2025Q3: 20,324 shares; 2025Q4: 20,324 shares; 2026Q1: 20,324 shares; 2026Q2: 20,324 shares 20,324 $223K <0.01% 0 Timeline FTCO FORTITUDE GOLD CORP More: the full row for FORTITUDE 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: not reported; 2025Q3: not reported; 2025Q4: 9,630 shares; 2026Q1: 44,510 shares; 2026Q2: 44,510 shares 44,510 $222K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,305 shares; 2026Q1: 2,779 shares; 2026Q2: 2,226 shares 2,226 $222K <0.01% -553 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100 $221K <0.01% new Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,476 shares; 2024Q4: 24,892 shares; 2025Q1: 18,560 shares; 2025Q2: 21,560 shares; 2025Q3: 18,470 shares; 2025Q4: 18,470 shares; 2026Q1: 22,887 shares; 2026Q2: 16,250 shares 16,250 $219K <0.01% -6,637 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 2,930 shares; 2025Q1: 3,810 shares; 2025Q2: 4,166 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares; 2026Q2: 3,991 shares 3,991 $218K <0.01% -25 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,568 shares; 2024Q4: 22,864 shares; 2025Q1: 27,839 shares; 2025Q2: 27,523 shares; 2025Q3: 27,523 shares; 2025Q4: 25,423 shares; 2026Q1: 12,718 shares; 2026Q2: 10,662 shares 10,662 $217K <0.01% -2,056 Timeline FFDF FFD FINL CORP More: the full row for FFD FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,811 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares; 2026Q2: 4,811 shares 4,811 $217K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,030 shares; 2026Q2: 100,000 shares 100,000 $216K <0.01% +10,970 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,880 shares; 2024Q4: 208,140 shares; 2025Q1: 148,365 shares; 2025Q2: 148,365 shares; 2025Q3: 139,365 shares; 2025Q4: 92,265 shares; 2026Q1: 88,765 shares; 2026Q2: 88,765 shares 88,765 $215K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 252 shares; 2025Q4: 364 shares; 2026Q1: 380 shares; 2026Q2: 298 shares 298 $213K <0.01% -82 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: 442 shares; 2024Q4: 666 shares; 2025Q1: 629 shares; 2025Q2: 572 shares; 2025Q3: 763 shares; 2025Q4: 1,161 shares; 2026Q1: 1,313 shares; 2026Q2: 1,182 shares 1,182 $212K <0.01% -131 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,469 shares; 2024Q4: 18,469 shares; 2025Q1: 18,056 shares; 2025Q2: 17,677 shares; 2025Q3: 17,428 shares; 2025Q4: 16,516 shares; 2026Q1: 15,585 shares; 2026Q2: 14,747 shares 14,747 $211K <0.01% -838 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 2,590 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares; 2026Q2: 2,594 shares 2,594 $208K <0.01% -66 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 808 shares; 2025Q1: 868 shares; 2025Q2: 1,123 shares; 2025Q3: 1,174 shares; 2025Q4: 1,179 shares; 2026Q1: 1,473 shares; 2026Q2: 1,423 shares 1,423 $208K <0.01% -50 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906 shares; 2024Q4: 942 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 972 shares; 2026Q1: 1,126 shares; 2026Q2: 1,000 shares 1,000 $207K <0.01% -126 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 3,205 shares; 2026Q2: 2,624 shares 2,624 $204K <0.01% -581 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $204K <0.01% 0 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: 2,138 shares; 2024Q4: 1,657 shares; 2025Q1: 2,032 shares; 2025Q2: 2,229 shares; 2025Q3: 1,730 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,726 shares 1,726 $202K <0.01% -175 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,905 shares; 2024Q4: 6,650 shares; 2025Q1: 15,923 shares; 2025Q2: 16,138 shares; 2025Q3: 9,813 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares; 2026Q2: 7,539 shares 7,539 $201K <0.01% -1,471 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,100 shares; 2026Q2: 3,800 shares 3,800 $199K <0.01% -300 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,604 shares; 2026Q1: 1,659 shares; 2026Q2: 1,370 shares 1,370 $198K <0.01% -289 Timeline ACCELERATE ARBITRAGE FUND ACCELERATE ARBITRAGE FUND More: the full row for ACCELERATE ARBITRAGE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $198K <0.01% 0 CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,800 shares; 2025Q1: 48,800 shares; 2025Q2: 48,800 shares; 2025Q3: 48,800 shares; 2025Q4: 48,800 shares; 2026Q1: 46,640 shares; 2026Q2: 46,640 shares 46,640 $195K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 2,905 shares; 2026Q1: 1,970 shares; 2026Q2: 2,046 shares 2,046 $195K <0.01% +76 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800,367 shares; 2024Q4: 745,995 shares; 2025Q1: 595,655 shares; 2025Q2: 603,055 shares; 2025Q3: 445,838 shares; 2025Q4: 276,309 shares; 2026Q1: 11,242 shares; 2026Q2: 9,111 shares 9,111 $193K <0.01% -2,131 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 683 shares; 2025Q2: 698 shares; 2025Q3: 704 shares; 2025Q4: 737 shares; 2026Q1: 786 shares; 2026Q2: 692 shares 692 $193K <0.01% -94 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,710 shares 1,710 $190K <0.01% +662 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 519 shares; 2025Q3: 2,294 shares; 2025Q4: 3,257 shares; 2026Q1: 3,039 shares; 2026Q2: 2,625 shares 2,625 $190K <0.01% -414 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 3,776 shares 3,776 $190K <0.01% +3,276 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: not reported; 2025Q4: 4,200 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $189K <0.01% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 10,265 shares; 2025Q1: 7,839 shares; 2025Q2: 7,476 shares; 2025Q3: 8,013 shares; 2025Q4: 8,726 shares; 2026Q1: 6,452 shares; 2026Q2: 2,775 shares 2,775 $188K <0.01% -3,677 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $187K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,722 shares; 2024Q4: 82,708 shares; 2025Q1: 89,042 shares; 2025Q2: 98,483 shares; 2025Q3: 72,140 shares; 2025Q4: 4,481 shares; 2026Q1: 4,419 shares; 2026Q2: 3,977 shares 3,977 $187K <0.01% -442 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $186K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 6,828 shares; 2025Q1: 6,828 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,328 shares; 2026Q1: 6,428 shares; 2026Q2: 6,233 shares 6,233 $183K <0.01% -195 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 689 shares; 2026Q1: 2,046 shares; 2026Q2: 2,057 shares 2,057 $183K <0.01% +11 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: 5,340 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 11,950 shares; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 2,805 shares; 2026Q2: 10,163 shares 10,163 $182K <0.01% +7,358 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,022 shares; 2026Q1: 1,030 shares; 2026Q2: 1,036 shares 1,036 $181K <0.01% +6 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339 shares; 2024Q4: 3,487 shares; 2025Q1: 3,021 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 2,995 shares; 2026Q1: 2,961 shares; 2026Q2: 2,961 shares 2,961 $180K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,122 shares; 2025Q2: 1,014 shares; 2025Q3: 807 shares; 2025Q4: 749 shares; 2026Q1: 1,056 shares; 2026Q2: 679 shares 679 $179K <0.01% -377 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,122 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares; 2026Q2: 1,350 shares 1,350 $178K <0.01% -321 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,311 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,333 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348 $177K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 7,350 shares; 2025Q4: 8,350 shares; 2026Q1: 7,350 shares; 2026Q2: 5,000 shares 5,000 $176K <0.01% -2,350 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,135 shares; 2024Q4: 5,643 shares; 2025Q1: 5,315 shares; 2025Q2: 7,541 shares; 2025Q3: 5,500 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,235 shares 7,235 $176K <0.01% +235 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $176K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,137 shares; 2025Q4: 2,342 shares; 2026Q1: 2,391 shares; 2026Q2: 2,215 shares 2,215 $176K <0.01% -176 Timeline SPHB 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: 1,126 shares 1,126 $175K <0.01% new 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $175K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares; 2026Q2: 2,625 shares 2,625 $174K <0.01% -842 Timeline SPAB 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: 9,408 shares; 2024Q4: 7,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,547 shares; 2025Q3: 6,613 shares; 2025Q4: 6,702 shares; 2026Q1: 6,745 shares; 2026Q2: 6,814 shares 6,814 $174K <0.01% +69 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 4,090 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares; 2026Q1: 4,090 shares; 2026Q2: 3,930 shares 3,930 $173K <0.01% -160 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,316 shares; 2026Q1: 1,543 shares; 2026Q2: 1,304 shares 1,304 $173K <0.01% -239 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $172K <0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 321,469 shares; 2025Q1: 220,703 shares; 2025Q2: 187,943 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares 7,020 $172K <0.01% 0 Timeline TERRY CORP CONN COM TERRY CORP CONN COM More: the full row for TERRY CORP CONN COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 354 shares 354 $171K <0.01% -2 BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,154 shares; 2024Q4: 12,828 shares; 2025Q1: 12,828 shares; 2025Q2: 12,828 shares; 2025Q3: 12,064 shares; 2025Q4: 12,064 shares; 2026Q1: 12,064 shares; 2026Q2: 10,243 shares 10,243 $170K <0.01% -1,821 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: not reported; 2025Q2: 420 shares; 2025Q3: 320 shares; 2025Q4: 330 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $169K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 3,063 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,622 shares; 2026Q1: 2,370 shares; 2026Q2: 2,013 shares 2,013 $168K <0.01% -357 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 1,907 shares; 2025Q1: 2,209 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 1,364 shares 1,364 $168K <0.01% -1,048 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $168K <0.01% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 1,300 shares 1,300 $166K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,432 shares; 2026Q1: 1,070 shares; 2026Q2: 1,086 shares 1,086 $165K <0.01% +16 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,597 shares; 2026Q1: 5,597 shares; 2026Q2: 5,597 shares 5,597 $164K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $164K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 3,977 shares; 2025Q1: 2,977 shares; 2025Q2: 2,977 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares; 2026Q1: 3,327 shares; 2026Q2: 2,850 shares 2,850 $161K <0.01% -477 Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares; 2026Q2: 6,671 shares 6,671 $160K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,594 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $160K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 76 shares; 2025Q1: 195 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 301 shares; 2026Q1: 308 shares; 2026Q2: 239 shares 239 $159K <0.01% -69 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 505 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares; 2026Q2: 3,993 shares 3,993 $158K <0.01% -138 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,937 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares; 2025Q4: 6,937 shares; 2026Q1: 6,937 shares; 2026Q2: 6,937 shares 6,937 $158K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 1,637 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares 2,812 $158K <0.01% 0 Timeline TURF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $158K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $158K <0.01% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES 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: 26,500 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares 21,500 $156K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,300 shares 6,300 $156K <0.01% new 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: 485 shares; 2024Q4: 87 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 1,470 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares 3,070 $155K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 337 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $155K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,172 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 5,972 shares; 2025Q4: 6,631 shares; 2026Q1: 8,052 shares; 2026Q2: 3,585 shares 3,585 $153K <0.01% -4,467 Timeline JQUA 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: 343 shares; 2025Q3: 343 shares; 2025Q4: 258 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $153K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 588 shares; 2025Q1: 800 shares; 2025Q2: 872 shares; 2025Q3: 2,046 shares; 2025Q4: 2,362 shares; 2026Q1: 2,393 shares; 2026Q2: 2,375 shares 2,375 $152K <0.01% -18 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 130 shares; 2025Q3: 262 shares; 2025Q4: 441 shares; 2026Q1: 447 shares; 2026Q2: 442 shares 442 $151K <0.01% -5 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: 1,535 shares; 2026Q2: 798 shares 798 $151K <0.01% -737 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER 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: 19,112 shares; 2025Q4: 19,112 shares; 2026Q1: 19,112 shares; 2026Q2: 19,112 shares 19,112 $150K <0.01% 0 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: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 1,656 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $150K <0.01% 0 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: 3,584 shares; 2024Q4: 3,666 shares; 2025Q1: 3,302 shares; 2025Q2: 3,619 shares; 2025Q3: 3,043 shares; 2025Q4: 2,881 shares; 2026Q1: 2,840 shares; 2026Q2: 2,418 shares 2,418 $150K <0.01% -422 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 1,300 shares; 2025Q1: 1,302 shares; 2025Q2: 1,200 shares; 2025Q3: 790 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 790 shares 790 $149K <0.01% -139 Timeline SCMB 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: 7,543 shares; 2026Q1: 5,761 shares; 2026Q2: 5,761 shares 5,761 $149K <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: 2,493 shares; 2024Q4: 2,812 shares; 2025Q1: 3,237 shares; 2025Q2: 3,187 shares; 2025Q3: 2,937 shares; 2025Q4: 2,381 shares; 2026Q1: 3,210 shares; 2026Q2: 3,102 shares 3,102 $149K <0.01% -108 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 1,934 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $149K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $147K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 1,459 shares; 2026Q1: 1,966 shares; 2026Q2: 2,492 shares 2,492 $147K <0.01% +526 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: 4,400 shares; 2024Q4: 4,150 shares; 2025Q1: 3,698 shares; 2025Q2: 3,848 shares; 2025Q3: 3,879 shares; 2025Q4: 4,102 shares; 2026Q1: 4,103 shares; 2026Q2: 3,973 shares 3,973 $147K <0.01% -130 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: 1,941 shares; 2024Q4: 1,934 shares; 2025Q1: 1,779 shares; 2025Q2: 2,191 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares; 2026Q1: 1,411 shares; 2026Q2: 1,345 shares 1,345 $147K <0.01% -66 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: 17 shares; 2024Q4: 16 shares; 2025Q1: 15 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 54 shares; 2026Q1: 97 shares; 2026Q2: 544 shares 544 $146K <0.01% +447 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 544 shares 544 $146K <0.01% -6 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,167 shares; 2026Q1: 1,439 shares; 2026Q2: 2,940 shares 2,940 $146K <0.01% +1,501 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $145K <0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $145K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,555 shares; 2026Q1: 1,838 shares; 2026Q2: 1,705 shares 1,705 $144K <0.01% -133 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 5,757 shares; 2025Q1: 4,727 shares; 2025Q2: 4,196 shares; 2025Q3: 3,247 shares; 2025Q4: 2,543 shares; 2026Q1: 9,377 shares; 2026Q2: 1,658 shares 1,658 $144K <0.01% -7,719 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,035 shares; 2024Q4: 19,035 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 14,916 shares; 2025Q4: 4,619 shares; 2026Q1: 4,619 shares; 2026Q2: 4,619 shares 4,619 $144K <0.01% 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 1,542 shares; 2026Q1: 1,679 shares; 2026Q2: 1,542 shares 1,542 $144K <0.01% -137 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,916 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,310 shares; 2026Q1: 1,972 shares; 2026Q2: 1,823 shares 1,823 $144K <0.01% -149 Timeline SMC SUMMIT MIDSTREAM CORPORATION More: the full row for SUMMIT MIDSTREAM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,567 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 5,027 shares; 2026Q2: 5,027 shares 5,027 $143K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 23 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $143K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 6,069 shares; 2025Q2: 6,069 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,093 shares 2,093 $143K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 1,215 shares; 2025Q4: 1,119 shares; 2026Q1: 1,160 shares; 2026Q2: 1,264 shares 1,264 $142K <0.01% +104 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: 87,398 shares; 2024Q4: 24,274 shares; 2025Q1: 21,889 shares; 2025Q2: 7,248 shares; 2025Q3: 7,774 shares; 2025Q4: 12,061 shares; 2026Q1: 12,485 shares; 2026Q2: 10,130 shares 10,130 $141K <0.01% -2,355 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 1,039 shares; 2026Q1: 1,083 shares; 2026Q2: 816 shares 816 $141K <0.01% -267 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,337 shares; 2025Q2: 22,337 shares; 2025Q3: 22,277 shares; 2025Q4: 21,327 shares; 2026Q1: 8,987 shares; 2026Q2: 970 shares 970 $140K <0.01% -8,017 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 21,017 shares; 2026Q1: 16,467 shares; 2026Q2: 700 shares 700 $140K <0.01% -15,767 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 508 shares; 2025Q1: 445 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 889 shares; 2026Q1: 1,593 shares; 2026Q2: 1,292 shares 1,292 $139K <0.01% -301 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,898 shares; 2024Q4: 8,647 shares; 2025Q1: 8,778 shares; 2025Q2: 7,636 shares; 2025Q3: 5,336 shares; 2025Q4: 3,295 shares; 2026Q1: 1,866 shares; 2026Q2: 1,835 shares 1,835 $139K <0.01% -31 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: 2,780 shares; 2024Q4: 2,808 shares; 2025Q1: 2,769 shares; 2025Q2: 2,806 shares; 2025Q3: 2,603 shares; 2025Q4: 3,023 shares; 2026Q1: 2,663 shares; 2026Q2: 1,931 shares 1,931 $138K <0.01% -732 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $138K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 1,244 shares; 2026Q1: 1,451 shares; 2026Q2: 859 shares 859 $138K <0.01% -592 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,249 shares; 2026Q2: 5,249 shares 5,249 $137K <0.01% 0 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $136K <0.01% 0 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares 3,190 $136K <0.01% 0 Timeline ALYAF ALITHYA GROUP INC CL A SUB VTG More: the full row for ALITHYA GROUP INC CL A SUB VTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,179 shares; 2024Q4: 209,503 shares; 2025Q1: 209,503 shares; 2025Q2: 209,503 shares; 2025Q3: 209,503 shares; 2025Q4: 204,503 shares; 2026Q1: 204,503 shares; 2026Q2: 191,796 shares 191,796 $135K <0.01% -12,707 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares; 2026Q2: 7,670 shares 7,670 $135K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 3,900 shares 3,900 $134K <0.01% -2,000 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,299 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,313 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $134K <0.01% 0 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,500 shares 1,500 $133K <0.01% -300 Timeline QQQJ 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: 6,044 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 6,444 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,323 shares; 2026Q2: 2,913 shares 2,913 $132K <0.01% -3,410 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 475 shares 475 $131K <0.01% +75 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 122 shares; 2025Q1: 112 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 176 shares; 2026Q1: 211 shares; 2026Q2: 115 shares 115 $131K <0.01% -96 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: 12,500 shares; 2024Q4: 12,648 shares; 2025Q1: 13,138 shares; 2025Q2: 14,390 shares; 2025Q3: 16,103 shares; 2025Q4: 15,240 shares; 2026Q1: 14,989 shares; 2026Q2: 10,213 shares 10,213 $130K <0.01% -4,776 Timeline DFEV 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: 6,077 shares; 2024Q4: 6,248 shares; 2025Q1: 3,668 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 2,658 shares; 2026Q2: 3,033 shares 3,033 $129K <0.01% +375 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,546 shares; 2026Q1: 1,666 shares; 2026Q2: 1,150 shares 1,150 $129K <0.01% -516 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,040 shares; 2025Q1: 1,030 shares; 2025Q2: 990 shares; 2025Q3: 1,010 shares; 2025Q4: 1,620 shares; 2026Q1: 1,640 shares; 2026Q2: 1,449 shares 1,449 $128K <0.01% -191 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 845 shares; 2025Q3: 1,345 shares; 2025Q4: 1,013 shares; 2026Q1: 1,304 shares; 2026Q2: 823 shares 823 $126K <0.01% -481 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 2,600 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $125K <0.01% 0 Timeline VBK 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: 238 shares; 2024Q4: 932 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $125K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,445 shares; 2024Q4: 15,445 shares; 2025Q1: 14,960 shares; 2025Q2: 14,465 shares; 2025Q3: 14,141 shares; 2025Q4: 12,956 shares; 2026Q1: 11,745 shares; 2026Q2: 10,652 shares 10,652 $125K <0.01% -1,093 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 1,640 shares 1,640 $124K <0.01% -920 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares; 2026Q2: 1,484 shares 1,484 $124K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 700 shares; 2026Q1: 1,604 shares; 2026Q2: 600 shares 600 $124K <0.01% -1,004 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,299 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares; 2026Q2: 3,299 shares 3,299 $124K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES 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: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 905 shares 905 $124K <0.01% -235 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 496 shares; 2025Q1: 497 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 828 shares; 2026Q1: 884 shares; 2026Q2: 543 shares 543 $123K <0.01% -341 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: 869 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,450 shares; 2025Q3: 4,344 shares; 2025Q4: 8,688 shares; 2026Q1: 5,188 shares; 2026Q2: 2,688 shares 2,688 $122K <0.01% -2,500 Timeline VPL 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: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,053 shares; 2026Q2: 1,053 shares 1,053 $122K <0.01% 0 Timeline PZA 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: 7,382 shares; 2024Q4: 7,382 shares; 2025Q1: 7,149 shares; 2025Q2: 6,913 shares; 2025Q3: 6,758 shares; 2025Q4: 6,190 shares; 2026Q1: 5,611 shares; 2026Q2: 5,089 shares 5,089 $120K <0.01% -522 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: not reported; 2025Q3: not reported; 2025Q4: 1,351 shares; 2026Q1: 1,602 shares; 2026Q2: 1,192 shares 1,192 $120K <0.01% -410 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $119K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,385 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,780 shares; 2025Q3: 3,127 shares; 2025Q4: 3,142 shares; 2026Q1: 1,027 shares; 2026Q2: 905 shares 905 $119K <0.01% -122 Timeline XME 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: 1,031 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,132 shares; 2026Q1: 1,189 shares; 2026Q2: 1,107 shares 1,107 $118K <0.01% -82 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 522 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $118K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 325 shares; 2025Q4: 379 shares; 2026Q1: 391 shares; 2026Q2: 325 shares 325 $116K <0.01% -66 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: 737 shares; 2024Q4: 477 shares; 2025Q1: 476 shares; 2025Q2: 427 shares; 2025Q3: 425 shares; 2025Q4: 602 shares; 2026Q1: 646 shares; 2026Q2: 418 shares 418 $115K <0.01% -228 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $115K <0.01% 0 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 796 shares; 2026Q1: 731 shares; 2026Q2: 565 shares 565 $115K <0.01% -166 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,181 shares; 2024Q4: 11,491 shares; 2025Q1: 10,984 shares; 2025Q2: 14,165 shares; 2025Q3: 10,658 shares; 2025Q4: 10,373 shares; 2026Q1: 10,373 shares; 2026Q2: 8,892 shares 8,892 $115K <0.01% -1,481 Timeline JFLX 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: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,261 shares; 2026Q2: 2,261 shares 2,261 $114K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares 3,190 $114K <0.01% 0 Timeline FUUFF F3 URANIUM CORP NEW (CANADA) More: the full row for F3 URANIUM CORP NEW (CANADA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661,866 shares; 2025Q4: 1,161,866 shares; 2026Q1: 1,161,866 shares; 2026Q2: 1,161,866 shares 1,161,866 $113K <0.01% 0 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 424 shares; 2025Q3: 433 shares; 2025Q4: 491 shares; 2026Q1: 488 shares; 2026Q2: 353 shares 353 $112K <0.01% -135 Timeline IPKW 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: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $111K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 1,394 shares; 2025Q4: 370 shares; 2026Q1: 2,070 shares; 2026Q2: 1,974 shares 1,974 $111K <0.01% -96 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 99 shares; 2026Q2: 65 shares 65 $110K <0.01% -34 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 385 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $110K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 464 shares; 2026Q2: 570 shares 570 $109K <0.01% +106 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: 4,159 shares; 2024Q4: 3,762 shares; 2025Q1: 4,762 shares; 2025Q2: 4,750 shares; 2025Q3: 4,456 shares; 2025Q4: 26,155 shares; 2026Q1: 6,287 shares; 2026Q2: 4,604 shares 4,604 $109K <0.01% -1,683 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: 452 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 1,038 shares; 2026Q1: 1,043 shares; 2026Q2: 802 shares 802 $109K <0.01% -241 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,026 shares; 2024Q4: 19,437 shares; 2025Q1: 19,437 shares; 2025Q2: 19,437 shares; 2025Q3: 18,437 shares; 2025Q4: 18,437 shares; 2026Q1: 19,070 shares; 2026Q2: 18,681 shares 18,681 $109K <0.01% -389 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,010 shares; 2025Q1: 993 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 813 shares; 2026Q1: 830 shares; 2026Q2: 771 shares 771 $108K <0.01% -59 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: 8 shares; 2024Q4: 120 shares; 2025Q1: 101 shares; 2025Q2: 163 shares; 2025Q3: 153 shares; 2025Q4: 251 shares; 2026Q1: 237 shares; 2026Q2: 287 shares 287 $108K <0.01% +50 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 11,843 shares; 2025Q2: 11,452 shares; 2025Q3: 11,195 shares; 2025Q4: 10,245 shares; 2026Q1: 9,287 shares; 2026Q2: 8,424 shares 8,424 $108K <0.01% -863 Timeline KAYNE COMMERCIAL REAL ESTAT… KAYNE COMMERCIAL REAL ESTATE D More: the full row for KAYNE COMMERCIAL REAL ESTATE D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,489 shares; 2025Q2: 109,211 shares; 2025Q3: 109,055 shares; 2025Q4: 108,700 shares; 2026Q1: 107,039 shares; 2026Q2: 106,406 shares 106,406 $106K <0.01% -633 ALIMCO FINL CORP COM NEW ALIMCO FINL CORP COM NEW More: the full row for ALIMCO FINL CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,146 shares; 2024Q4: 30,146 shares; 2025Q1: 30,146 shares; 2025Q2: 30,146 shares; 2025Q3: 30,146 shares; 2025Q4: 30,146 shares; 2026Q1: 30,146 shares; 2026Q2: 30,146 shares 30,146 $106K <0.01% 0 TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 500 shares; 2025Q1: 460 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 182 shares; 2026Q1: 416 shares; 2026Q2: 520 shares 520 $105K <0.01% +104 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644,637 shares; 2024Q4: 2,644,937 shares; 2025Q1: 9,809 shares; 2025Q2: 9,209 shares; 2025Q3: 7,709 shares; 2025Q4: 7,709 shares; 2026Q1: 7,709 shares; 2026Q2: 6,406 shares 6,406 $105K <0.01% -1,303 Timeline SPSM 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,215 shares; 2025Q2: 1,712 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $104K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 780 shares; 2026Q1: 796 shares; 2026Q2: 660 shares 660 $104K <0.01% -136 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 1,329 shares; 2026Q2: 888 shares 888 $104K <0.01% -441 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $104K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,201 shares; 2025Q1: 1,167 shares; 2025Q2: 442 shares; 2025Q3: 521 shares; 2025Q4: 583 shares; 2026Q1: 825 shares; 2026Q2: 538 shares 538 $104K <0.01% -287 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $104K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 160 shares; 2026Q2: 136 shares 136 $103K <0.01% -24 Timeline SMOT 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: 11,234 shares; 2024Q4: 10,586 shares; 2025Q1: 11,740 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 13,058 shares; 2026Q1: 4,347 shares; 2026Q2: 2,645 shares 2,645 $103K <0.01% -1,702 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 853 shares; 2025Q3: 855 shares; 2025Q4: 1,302 shares; 2026Q1: 1,428 shares; 2026Q2: 909 shares 909 $102K <0.01% -519 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 1,650 shares; 2026Q1: 150 shares; 2026Q2: 589 shares 589 $102K <0.01% +439 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,243 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,245 shares 1,245 $101K <0.01% +1 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: 220 shares; 2024Q4: 360 shares; 2025Q1: 590 shares; 2025Q2: 56 shares; 2025Q3: 854 shares; 2025Q4: 933 shares; 2026Q1: 1,333 shares; 2026Q2: 933 shares 933 $100K <0.01% -400 Timeline JPUS 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: 1,361 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 911 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $99.8K <0.01% 0 Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME More: the full row for BLACKSTONE REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,454 shares; 2024Q4: 6,517 shares; 2025Q1: 6,581 shares; 2025Q2: 6,646 shares; 2025Q3: 6,711 shares; 2025Q4: 6,777 shares; 2026Q1: 6,842 shares; 2026Q2: 6,907 shares 6,907 $99.5K <0.01% +65 GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 3,515 shares; 2026Q1: 3,593 shares; 2026Q2: 3,593 shares 3,593 $99.4K <0.01% 0 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,335 shares; 2025Q3: 1,035 shares; 2025Q4: 1,096 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $97.4K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 320 shares; 2025Q1: 321 shares; 2025Q2: 245 shares; 2025Q3: 246 shares; 2025Q4: 301 shares; 2026Q1: 263 shares; 2026Q2: 245 shares 245 $97.3K <0.01% -18 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: 1,536 shares; 2024Q4: 3,293 shares; 2025Q1: 5,005 shares; 2025Q2: 4,282 shares; 2025Q3: 5,217 shares; 2025Q4: 4,452 shares; 2026Q1: 4,469 shares; 2026Q2: 2,919 shares 2,919 $97.2K <0.01% -1,550 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 51 shares; 2025Q3: 61 shares; 2025Q4: 108 shares; 2026Q1: 465 shares; 2026Q2: 497 shares 497 $96.6K <0.01% +32 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $96.1K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 178 shares 178 $95.9K <0.01% +151 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,680 shares; 2025Q1: 1,802 shares; 2025Q2: 1,869 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $95.9K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 264 shares; 2025Q1: 297 shares; 2025Q2: 426 shares; 2025Q3: 372 shares; 2025Q4: 827 shares; 2026Q1: 883 shares; 2026Q2: 458 shares 458 $95.8K <0.01% -425 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 868 shares 868 $95.3K <0.01% -152 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC 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 $94.7K <0.01% 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: 4,283 shares; 2024Q4: 4,283 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,783 shares; 2026Q2: 3,783 shares 3,783 $94.5K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 176 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 185 shares; 2026Q1: 190 shares; 2026Q2: 180 shares 180 $94.2K <0.01% -10 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: 279 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 396 shares; 2026Q1: 448 shares; 2026Q2: 396 shares 396 $94.1K <0.01% -52 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares 1,831 $94.1K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,595 shares; 2025Q1: 1,614 shares; 2025Q2: 1,635 shares; 2025Q3: 1,657 shares; 2025Q4: 1,681 shares; 2026Q1: 1,783 shares; 2026Q2: 1,805 shares 1,805 $93.6K <0.01% +22 Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,345 shares; 2025Q1: 3,433 shares; 2025Q2: 3,523 shares; 2025Q3: 3,617 shares; 2025Q4: 3,707 shares; 2026Q1: 3,799 shares; 2026Q2: 3,894 shares 3,894 $93.2K <0.01% +95 PRU GIA PRU GIA More: the full row for PRU GIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,817 shares; 2024Q4: 75,961 shares; 2025Q1: 76,090 shares; 2025Q2: 76,287 shares; 2025Q3: 76,435 shares; 2025Q4: 76,567 shares; 2026Q1: 74,532 shares; 2026Q2: 74,532 shares 74,532 $93.1K <0.01% 0 APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,681 shares; 2026Q1: 3,606 shares; 2026Q2: 2,850 shares 2,850 $92.8K <0.01% -756 Timeline XOP 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $92.6K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 300 shares; 2025Q2: 1 shares; 2025Q3: 1,776 shares; 2025Q4: 1,675 shares; 2026Q1: 9,250 shares; 2026Q2: 9,220 shares 9,220 $92.5K <0.01% -30 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 4,572 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $92.3K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,421 shares; 2024Q4: 194,626 shares; 2025Q1: 75,826 shares; 2025Q2: 47,255 shares; 2025Q3: 3,679 shares; 2025Q4: 4,690 shares; 2026Q1: 1,768,357 shares; 2026Q2: 3,440 shares 3,440 $91.7K <0.01% -1,764,917 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,798 shares 1,798 $91.4K <0.01% -22 Timeline JMTG 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: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares; 2026Q2: 1,794 shares 1,794 $90.9K <0.01% -70 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 1,918 shares; 2026Q1: 2,122 shares; 2026Q2: 887 shares 887 $89.8K <0.01% -1,235 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC 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 $89.5K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares; 2026Q2: 4,104 shares 4,104 $89.5K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 851 shares; 2025Q2: 1,505 shares; 2025Q3: 1,200 shares; 2025Q4: 1,445 shares; 2026Q1: 2,027 shares; 2026Q2: 1,188 shares 1,188 $88.6K <0.01% -839 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 12,200 shares; 2025Q1: 11,538 shares; 2025Q2: 10,773 shares; 2025Q3: 10,266 shares; 2025Q4: 8,221 shares; 2026Q1: 2,325 shares; 2026Q2: 2,270 shares 2,270 $88.3K <0.01% -55 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 5,437 shares; 2025Q3: 4,313 shares; 2025Q4: 3,396 shares; 2026Q1: 2,896 shares; 2026Q2: 2,896 shares 2,896 $88K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $87.9K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 861 shares; 2025Q1: 945 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $87.6K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 776 shares; 2025Q1: 771 shares; 2025Q2: 776 shares; 2025Q3: 803 shares; 2025Q4: 890 shares; 2026Q1: 1,038 shares; 2026Q2: 791 shares 791 $87.5K <0.01% -247 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,460 shares; 2025Q1: 1,360 shares; 2025Q2: 1,210 shares; 2025Q3: 1,010 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,010 shares 1,010 $87.5K <0.01% -120 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $87.2K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 4,511 shares; 2026Q1: 4,511 shares; 2026Q2: 4,511 shares 4,511 $87.2K <0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR 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 $86.5K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,102 shares; 2025Q1: 1,088 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,265 shares; 2026Q1: 1,411 shares; 2026Q2: 1,088 shares 1,088 $85.9K <0.01% -323 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 113 shares; 2026Q1: 198 shares; 2026Q2: 185 shares 185 $85.7K <0.01% -13 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 689 shares; 2026Q1: 689 shares; 2026Q2: 777 shares 777 $85.6K <0.01% +88 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 1,121 shares; 2026Q2: 1,098 shares 1,098 $85K <0.01% -23 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $84.4K <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: 252 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 542 shares; 2026Q1: 750 shares; 2026Q2: 396 shares 396 $84.3K <0.01% -354 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 228 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 326 shares; 2026Q1: 342 shares; 2026Q2: 367 shares 367 $83.1K <0.01% +25 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 265 shares; 2025Q3: 165 shares; 2025Q4: 363 shares; 2026Q1: 449 shares; 2026Q2: 512 shares 512 $82.4K <0.01% +63 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 6,384 shares; 2025Q1: 4,890 shares; 2025Q2: 4,170 shares; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: 280 shares; 2026Q2: 905 shares 905 $81.8K <0.01% +625 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $81.4K <0.01% 0 Timeline BUG 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $81K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 801 shares; 2026Q1: 938 shares; 2026Q2: 944 shares 944 $80.9K <0.01% +6 Timeline FVD 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: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,675 shares 1,675 $80.7K <0.01% -132 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $80.6K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $80.5K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,369 shares; 2026Q1: 1,463 shares; 2026Q2: 750 shares 750 $80.2K <0.01% -713 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 200 shares; 2026Q1: 213 shares; 2026Q2: 307 shares 307 $79.9K <0.01% +94 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 134 shares; 2025Q1: 3,078 shares; 2025Q2: 513 shares; 2025Q3: 514 shares; 2025Q4: 4,079 shares; 2026Q1: 2,612 shares; 2026Q2: 2,098 shares 2,098 $79.9K <0.01% -514 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $79.4K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,798 shares; 2026Q2: 1,600 shares 1,600 $79K <0.01% -198 Timeline SPTM 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: 899 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 592 shares; 2026Q2: 870 shares 870 $79K <0.01% +278 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,769 shares; 2025Q3: 1,769 shares; 2025Q4: 2,075 shares; 2026Q1: 2,037 shares; 2026Q2: 1,661 shares 1,661 $79K <0.01% -376 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,543 shares; 2024Q4: 19,193 shares; 2025Q1: 24,343 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 8,374 shares; 2026Q1: 8,374 shares; 2026Q2: 4,016 shares 4,016 $78.4K <0.01% -4,358 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $78.2K <0.01% 0 Timeline JIVE 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: 624 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 830 shares 830 $76.4K <0.01% +83 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,712 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,998 shares; 2026Q1: 5,712 shares; 2026Q2: 5,712 shares 5,712 $76.3K <0.01% 0 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,130 shares; 2025Q4: 1,720 shares; 2026Q1: 1,726 shares; 2026Q2: 1,130 shares 1,130 $76K <0.01% -596 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: not reported; 2026Q1: 285 shares; 2026Q2: 250 shares 250 $75.7K <0.01% -35 Timeline MED MEDIFAST INC More: the full row for MEDIFAST 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: 7,060 shares 7,060 $74.9K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 528 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $74.5K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 2,395 shares; 2026Q1: 3,078 shares; 2026Q2: 2,425 shares 2,425 $73.2K <0.01% -653 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $73.2K <0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,800 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $72.8K <0.01% 0 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,108 shares; 2026Q2: 2,108 shares 2,108 $72.8K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 2,400 shares; 2026Q2: 11,025 shares 11,025 $72.8K <0.01% +8,625 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,776 shares; 2025Q1: 1,785 shares; 2025Q2: 1,520 shares; 2025Q3: 1,456 shares; 2025Q4: 1,373 shares; 2026Q1: 1,297 shares; 2026Q2: 1,146 shares 1,146 $72.2K <0.01% -151 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: 594 shares; 2024Q4: 594 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 1,151 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares; 2026Q2: 1,178 shares 1,178 $72.1K <0.01% +26 Timeline KKR PRIVATE EQUITY CONGLOME… KKR PRIVATE EQUITY CONGLOMERAT More: the full row for KKR PRIVATE EQUITY CONGLOMERAT Quarterly shares; 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: 2,021 shares; 2026Q2: 2,021 shares 2,021 $71.8K <0.01% 0 LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,931 shares; 2026Q2: 7,571 shares 7,571 $71.6K <0.01% +5,640 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: 15,960 shares; 2024Q4: 12,971 shares; 2025Q1: 3,166 shares; 2025Q2: 3,223 shares; 2025Q3: 2,623 shares; 2025Q4: 3,717 shares; 2026Q1: 5,317 shares; 2026Q2: 1,362 shares 1,362 $71.4K <0.01% -3,955 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: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 1,011 shares; 2026Q1: 1,131 shares; 2026Q2: 1,118 shares 1,118 $70.4K <0.01% -13 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,544 shares; 2025Q1: 3,408 shares; 2025Q2: 3,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,052 shares; 2026Q1: 1,663 shares; 2026Q2: 1,387 shares 1,387 $70.2K <0.01% -276 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 11,218 shares; 2025Q1: 16,368 shares; 2025Q2: 16,368 shares; 2025Q3: 16,368 shares; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares; 2026Q2: 3,568 shares 3,568 $70K <0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $69.6K <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 749 shares; 2026Q1: 694 shares; 2026Q2: 596 shares 596 $69.6K <0.01% -98 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: 201 shares; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 237 shares; 2025Q3: 132 shares; 2025Q4: 264 shares; 2026Q1: 414 shares; 2026Q2: 178 shares 178 $68.8K <0.01% -236 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 800 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $68.4K <0.01% 0 Timeline PTUUF PUREPOINT URANIUM GROUP INC More: the full row for PUREPOINT URANIUM 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: 278,644 shares; 2025Q4: 278,644 shares; 2026Q1: 278,644 shares; 2026Q2: 278,644 shares 278,644 $68.2K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $67.6K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $67.5K <0.01% 0 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: 242 shares; 2024Q4: 250 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 412 shares; 2026Q1: 507 shares; 2026Q2: 241 shares 241 $67.5K <0.01% -266 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 1,958 shares; 2026Q2: 1,604 shares 1,604 $67.4K <0.01% -354 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 5,322 shares; 2026Q1: 6,172 shares; 2026Q2: 5,069 shares 5,069 $67.3K <0.01% -1,103 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,007 shares; 2025Q1: 2,006 shares; 2025Q2: 1,654 shares; 2025Q3: 1,147 shares; 2025Q4: 1,047 shares; 2026Q1: 938 shares; 2026Q2: 777 shares 777 $67.2K <0.01% -161 Timeline IMBBY IMPERIAL BRANDS PLC More: the full row for IMPERIAL BRANDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $66.9K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 300 shares; 2025Q1: 100 shares; 2025Q2: 2,338 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: not reported; 2026Q2: 845 shares 845 $66.6K <0.01% new Timeline JCPB 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: 550 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $66.2K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 923 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares; 2026Q2: 1,899 shares 1,899 $66.1K <0.01% 0 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: 416 shares; 2024Q4: 431 shares; 2025Q1: 436 shares; 2025Q2: 1,312 shares; 2025Q3: 1,340 shares; 2025Q4: 1,643 shares; 2026Q1: 1,819 shares; 2026Q2: 1,374 shares 1,374 $66K <0.01% -445 Timeline MITSUBISHI CORP MITSUBISHI CORP More: the full row for MITSUBISHI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,463 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $65.9K <0.01% 0 EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC 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 $65.8K <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: 110 shares; 2024Q4: 30 shares; 2025Q1: 22 shares; 2025Q2: 646 shares; 2025Q3: 46 shares; 2025Q4: 2,046 shares; 2026Q1: 215 shares; 2026Q2: 976 shares 976 $65.7K <0.01% +761 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,233 shares; 2024Q4: 8,233 shares; 2025Q1: 8,164 shares; 2025Q2: 8,093 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares; 2026Q1: 7,093 shares; 2026Q2: 7,093 shares 7,093 $65.4K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,396 shares; 2024Q4: 7,396 shares; 2025Q1: 7,189 shares; 2025Q2: 6,979 shares; 2025Q3: 6,841 shares; 2025Q4: 6,376 shares; 2026Q1: 5,856 shares; 2026Q2: 5,385 shares 5,385 $65.3K <0.01% -471 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $65K <0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $64.8K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $64.6K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 2,199 shares 2,199 $64.4K <0.01% 0 Timeline SCHJ 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: 1,723 shares; 2024Q4: 3,446 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,602 shares; 2026Q2: 2,602 shares 2,602 $64.2K <0.01% 0 Timeline FRI 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: 1,894 shares; 2024Q4: 1,925 shares; 2025Q1: 1,933 shares; 2025Q2: 1,947 shares; 2025Q3: 1,959 shares; 2025Q4: 1,983 shares; 2026Q1: 1,989 shares; 2026Q2: 2,000 shares 2,000 $63.4K <0.01% +11 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $63.2K <0.01% 0 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,401 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $62.1K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $62K <0.01% 0 Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 302,620 shares; 2025Q1: 222,548 shares; 2025Q2: 291,391 shares; 2025Q3: 328,921 shares; 2025Q4: 282,963 shares; 2026Q1: 149,983 shares; 2026Q2: 6,360 shares 6,360 $61.9K <0.01% -143,623 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $61.1K <0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares; 2026Q2: 2,072 shares 2,072 $60.9K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 528 shares; 2026Q1: 527 shares; 2026Q2: 380 shares 380 $60.7K <0.01% -147 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $60.3K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 767 shares; 2025Q1: 769 shares; 2025Q2: 771 shares; 2025Q3: 774 shares; 2025Q4: 776 shares; 2026Q1: 778 shares; 2026Q2: 780 shares 780 $60.2K <0.01% +2 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,710 shares; 2026Q1: 460 shares; 2026Q2: 955 shares 955 $59.7K <0.01% +495 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352 shares; 2026Q1: 384 shares; 2026Q2: 865 shares 865 $59.1K <0.01% +481 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 3,391 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,391 shares; 2026Q1: 3,391 shares; 2026Q2: 3,391 shares 3,391 $59K <0.01% 0 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: 353 shares; 2024Q4: 354 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 481 shares 481 $58.7K <0.01% +1 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $58.6K <0.01% 0 Timeline