QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,198 shares; 2024Q4: 10,632 shares; 2025Q1: 9,335 shares; 2025Q2: 11,848 shares; 2025Q3: 12,595 shares; 2025Q4: 11,660 shares; 2026Q1: 21,164 shares; 2026Q2: 5,199 shares 5,199 $3.84M 10.33% -15,965 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,956 shares; 2024Q4: 4,953 shares; 2025Q1: 5,063 shares; 2025Q2: 7,359 shares; 2025Q3: 8,414 shares; 2025Q4: 9,668 shares; 2026Q1: 23,105 shares; 2026Q2: 4,972 shares 4,972 $3.74M 10.06% -18,133 Timeline TLTW 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: 14,935 shares; 2025Q2: 14,306 shares; 2025Q3: 20,817 shares; 2025Q4: 119,557 shares; 2026Q1: 245,150 shares; 2026Q2: 84,320 shares 84,320 $1.88M 5.07% -160,830 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,037 shares; 2024Q4: 27,872 shares; 2025Q1: 35,962 shares; 2025Q2: 29,585 shares; 2025Q3: 29,953 shares; 2025Q4: 33,056 shares; 2026Q1: 86,908 shares; 2026Q2: 16,562 shares 16,562 $1.67M 4.49% -70,346 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,441 shares; 2025Q1: 53,327 shares; 2025Q2: 58,466 shares; 2025Q3: 51,455 shares; 2025Q4: 59,774 shares; 2026Q1: 91,044 shares; 2026Q2: 24,573 shares 24,573 $1.24M 3.34% -66,471 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,656 shares; 2024Q4: 9,675 shares; 2025Q1: 9,782 shares; 2025Q2: 18,512 shares; 2025Q3: 19,711 shares; 2025Q4: 16,882 shares; 2026Q1: 29,877 shares; 2026Q2: 7,949 shares 7,949 $1.17M 3.14% -21,928 Timeline VGSH 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: 7,221 shares; 2025Q3: 14,062 shares; 2025Q4: 67,419 shares; 2026Q1: 131,739 shares; 2026Q2: 19,345 shares 19,345 $1.13M 3.03% -112,394 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: 2,191 shares; 2024Q4: 2,404 shares; 2025Q1: 2,650 shares; 2025Q2: 4,879 shares; 2025Q3: 5,328 shares; 2025Q4: 5,016 shares; 2026Q1: 9,633 shares; 2026Q2: 2,949 shares 2,949 $1.08M 2.91% -6,684 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,069 shares; 2026Q1: 45,492 shares; 2026Q2: 12,241 shares 12,241 $1.03M 2.76% -33,251 Timeline BKLN 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: 72,447 shares; 2025Q1: 35,348 shares; 2025Q2: 35,327 shares; 2025Q3: 30,260 shares; 2025Q4: 52,262 shares; 2026Q1: 129,821 shares; 2026Q2: 47,262 shares 47,262 $963K 2.59% -82,559 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,223 shares; 2024Q4: 22,152 shares; 2025Q1: 20,788 shares; 2025Q2: 18,568 shares; 2025Q3: 24,033 shares; 2025Q4: 22,946 shares; 2026Q1: 42,200 shares; 2026Q2: 12,355 shares 12,355 $933K 2.51% -29,845 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: 20,801 shares; 2024Q4: 52,161 shares; 2025Q1: 52,133 shares; 2025Q2: 44,812 shares; 2025Q3: 42,104 shares; 2025Q4: 46,266 shares; 2026Q1: 69,438 shares; 2026Q2: 17,082 shares 17,082 $872K 2.35% -52,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,002 shares; 2026Q1: 27,211 shares; 2026Q2: 10,987 shares 10,987 $844K 2.27% -16,224 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,856 shares; 2024Q4: 49,113 shares; 2025Q1: 49,020 shares; 2025Q2: 42,731 shares; 2025Q3: 39,540 shares; 2025Q4: 44,235 shares; 2026Q1: 91,164 shares; 2026Q2: 22,216 shares 22,216 $823K 2.21% -68,948 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: 12,832 shares; 2024Q4: 49,540 shares; 2025Q1: 57,856 shares; 2025Q2: 41,015 shares; 2025Q3: 34,637 shares; 2025Q4: 36,897 shares; 2026Q1: 72,124 shares; 2026Q2: 18,851 shares 18,851 $760K 2.05% -53,273 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,223 shares; 2024Q4: 116,268 shares; 2025Q1: 56,688 shares; 2025Q2: 52,892 shares; 2025Q3: 56,373 shares; 2025Q4: 54,385 shares; 2026Q1: 447,956 shares; 2026Q2: 22,477 shares 22,477 $713K 1.92% -425,479 Timeline VCLT 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: 22,997 shares; 2024Q4: 16,560 shares; 2025Q1: 10,685 shares; 2025Q2: 10,103 shares; 2025Q3: 11,472 shares; 2025Q4: 11,760 shares; 2026Q1: 25,872 shares; 2026Q2: 9,195 shares 9,195 $694K 1.87% -16,677 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,407 shares; 2024Q4: 35,156 shares; 2025Q1: 33,177 shares; 2025Q2: 34,117 shares; 2025Q3: 35,429 shares; 2025Q4: 36,409 shares; 2026Q1: 56,265 shares; 2026Q2: 1,429 shares 1,429 $540K 1.45% -54,836 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,062 shares; 2024Q4: 8,651 shares; 2025Q1: 17,849 shares; 2025Q2: 5,388 shares; 2025Q3: 7,594 shares; 2025Q4: 8,412 shares; 2026Q1: 24,425 shares; 2026Q2: 2,449 shares 2,449 $521K 1.4% -21,976 Timeline SPHD 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: 15,374 shares; 2024Q4: 26,350 shares; 2025Q1: 30,470 shares; 2025Q2: 16,474 shares; 2025Q3: 18,274 shares; 2025Q4: not reported; 2026Q1: 29,886 shares; 2026Q2: 9,586 shares 9,586 $488K 1.31% -20,300 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: 16,202 shares; 2025Q1: 13,661 shares; 2025Q2: 18,595 shares; 2025Q3: 8,930 shares; 2025Q4: 9,869 shares; 2026Q1: 28,442 shares; 2026Q2: 5,027 shares 5,027 $485K 1.31% -23,415 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 11,086 shares; 2025Q1: 11,635 shares; 2025Q2: 11,887 shares; 2025Q3: 13,615 shares; 2025Q4: 17,910 shares; 2026Q1: 79,580 shares; 2026Q2: 4,574 shares 4,574 $329K 0.89% -75,006 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,783 shares; 2024Q4: 39,037 shares; 2025Q1: 38,329 shares; 2025Q2: 40,065 shares; 2025Q3: 42,360 shares; 2025Q4: 43,445 shares; 2026Q1: 78,250 shares; 2026Q2: 797 shares 797 $297K 0.8% -77,453 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,028 shares; 2024Q4: 199,977 shares; 2025Q1: 192,836 shares; 2025Q2: 207,632 shares; 2025Q3: 204,164 shares; 2025Q4: 208,838 shares; 2026Q1: 413,245 shares; 2026Q2: 1,213 shares 1,213 $243K 0.65% -412,032 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,095 shares; 2024Q4: 32,645 shares; 2025Q1: 32,084 shares; 2025Q2: 32,298 shares; 2025Q3: 31,204 shares; 2025Q4: 31,901 shares; 2026Q1: 47,620 shares; 2026Q2: 727 shares 727 $238K 0.64% -46,893 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares; 2025Q4: 7,159 shares; 2026Q1: 9,848 shares; 2026Q2: 2,636 shares 2,636 $233K 0.63% -7,212 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,318 shares; 2024Q4: 20,554 shares; 2025Q1: 20,191 shares; 2025Q2: 20,248 shares; 2025Q3: 17,105 shares; 2025Q4: 19,840 shares; 2026Q1: 36,793 shares; 2026Q2: 778 shares 778 $196K 0.53% -36,015 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,972 shares; 2024Q4: 116,941 shares; 2025Q1: 101,547 shares; 2025Q2: 102,911 shares; 2025Q3: 102,263 shares; 2025Q4: 105,881 shares; 2026Q1: 247,516 shares; 2026Q2: 643 shares 643 $186K 0.5% -246,873 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,795 shares; 2024Q4: 12,843 shares; 2025Q1: 13,187 shares; 2025Q2: 14,799 shares; 2025Q3: 16,888 shares; 2025Q4: 14,495 shares; 2026Q1: 21,120 shares; 2026Q2: 2,274 shares 2,274 $175K 0.47% -18,846 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: 1,999 shares; 2024Q4: 1,903 shares; 2025Q1: 1,927 shares; 2025Q2: 1,887 shares; 2025Q3: 1,926 shares; 2025Q4: 1,812 shares; 2026Q1: 2,806 shares; 2026Q2: 1,114 shares 1,114 $170K 0.46% -1,692 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,621 shares; 2025Q1: 1,677 shares; 2025Q2: 2,338 shares; 2025Q3: 2,471 shares; 2025Q4: 2,601 shares; 2026Q1: 3,930 shares; 2026Q2: 214 shares 214 $163K 0.44% -3,716 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 23,839 shares; 2026Q2: 726 shares 726 $159K 0.43% -23,113 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS 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: 72,822 shares; 2026Q2: 65,675 shares 65,675 $150K 0.4% -7,147 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 3,694 shares; 2025Q1: 3,771 shares; 2025Q2: 3,748 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 7,634 shares; 2026Q2: 221 shares 221 $145K 0.39% -7,413 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,375 shares; 2024Q4: 12,426 shares; 2025Q1: 19,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,765 shares; 2026Q1: 28,680 shares; 2026Q2: 1,486 shares 1,486 $140K 0.38% -27,194 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,919 shares; 2024Q4: 42,475 shares; 2025Q1: 42,644 shares; 2025Q2: 52,453 shares; 2025Q3: 50,987 shares; 2025Q4: 53,918 shares; 2026Q1: 74,478 shares; 2026Q2: 387 shares 387 $139K 0.37% -74,091 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,531 shares; 2024Q4: 67,914 shares; 2025Q1: 65,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares; 2026Q1: 46,188 shares; 2026Q2: 2,407 shares 2,407 $136K 0.37% -43,781 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,054 shares; 2026Q2: 522 shares 522 $133K 0.36% -3,532 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,940 shares; 2024Q4: 4,967 shares; 2025Q1: 4,745 shares; 2025Q2: not reported; 2025Q3: 5,048 shares; 2025Q4: 5,272 shares; 2026Q1: 10,873 shares; 2026Q2: 1,925 shares 1,925 $132K 0.35% -8,948 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,666 shares; 2024Q4: 11,859 shares; 2025Q1: 11,623 shares; 2025Q2: 11,816 shares; 2025Q3: 14,902 shares; 2025Q4: 14,489 shares; 2026Q1: 27,639 shares; 2026Q2: 462 shares 462 $130K 0.35% -27,177 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,885 shares; 2025Q3: 2,982 shares; 2025Q4: 3,039 shares; 2026Q1: 5,352 shares; 2026Q2: 529 shares 529 $126K 0.34% -4,823 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,663 shares; 2024Q4: 37,944 shares; 2025Q1: 37,628 shares; 2025Q2: 39,393 shares; 2025Q3: 41,363 shares; 2025Q4: 45,410 shares; 2026Q1: 91,372 shares; 2026Q2: 2,895 shares 2,895 $123K 0.33% -88,477 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,651 shares; 2025Q1: 4,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 1,965 shares 1,965 $121K 0.33% -369 Timeline FMF 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: 2,389 shares; 2026Q2: 2,389 shares 2,389 $120K 0.32% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,378 shares; 2026Q2: 2,394 shares 2,394 $118K 0.32% +16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,413 shares; 2024Q4: 7,147 shares; 2025Q1: 6,275 shares; 2025Q2: 6,250 shares; 2025Q3: 7,170 shares; 2025Q4: 7,189 shares; 2026Q1: 14,459 shares; 2026Q2: 1,186 shares 1,186 $114K 0.31% -13,273 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,555 shares; 2026Q2: 3,555 shares 3,555 $112K 0.3% 0 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: 1,489 shares; 2024Q4: 1,076 shares; 2025Q1: 1,063 shares; 2025Q2: 1,163 shares; 2025Q3: 2,121 shares; 2025Q4: 3,392 shares; 2026Q1: 11,349 shares; 2026Q2: 332 shares 332 $112K 0.3% -11,017 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,647 shares; 2024Q4: 35,278 shares; 2025Q1: 32,530 shares; 2025Q2: 33,144 shares; 2025Q3: 33,204 shares; 2025Q4: 32,926 shares; 2026Q1: 38,379 shares; 2026Q2: 579 shares 579 $110K 0.3% -37,800 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,383 shares; 2026Q2: 8,111 shares 8,111 $107K 0.29% -2,272 Timeline FTLS 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: 45,211 shares; 2024Q4: 19,820 shares; 2025Q1: 18,057 shares; 2025Q2: 17,520 shares; 2025Q3: 22,311 shares; 2025Q4: 9,293 shares; 2026Q1: 22,131 shares; 2026Q2: 1,453 shares 1,453 $107K 0.29% -20,678 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949 shares; 2024Q4: 4,479 shares; 2025Q1: 4,914 shares; 2025Q2: 4,433 shares; 2025Q3: 4,278 shares; 2025Q4: 5,821 shares; 2026Q1: 17,942 shares; 2026Q2: 1,399 shares 1,399 $107K 0.29% -16,543 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: 165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares; 2026Q1: 6,064 shares; 2026Q2: 2,000 shares 2,000 $105K 0.28% -4,064 Timeline HINES GLOBAL INCOME TRUS HINES GLOBAL INCOME TRUS More: the full row for HINES GLOBAL INCOME TRUS Quarterly shares; oldest to newest; 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: 59,833 shares; 2026Q2: 10,578 shares 10,578 $104K 0.28% -49,255 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 6,450 shares; 2026Q1: 11,796 shares; 2026Q2: 740 shares 740 $103K 0.28% -11,056 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,146 shares; 2024Q4: 9,073 shares; 2025Q1: 9,088 shares; 2025Q2: 9,417 shares; 2025Q3: 8,839 shares; 2025Q4: 9,372 shares; 2026Q1: 19,011 shares; 2026Q2: 293 shares 293 $103K 0.28% -18,718 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,189 shares; 2024Q4: 9,715 shares; 2025Q1: 10,151 shares; 2025Q2: 10,926 shares; 2025Q3: 11,244 shares; 2025Q4: 13,400 shares; 2026Q1: 25,057 shares; 2026Q2: 143 shares 143 $98.2K 0.26% -24,914 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 1,604 shares; 2025Q1: 1,684 shares; 2025Q2: 1,847 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares; 2026Q1: 2,926 shares; 2026Q2: 95 shares 95 $96.7K 0.26% -2,831 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,402 shares; 2025Q1: 1,076 shares; 2025Q2: 1,057 shares; 2025Q3: 2,033 shares; 2025Q4: 2,892 shares; 2026Q1: 4,434 shares; 2026Q2: 209 shares 209 $89.1K 0.24% -4,225 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,520 shares; 2026Q2: 703 shares 703 $88.8K 0.24% -68,817 Timeline SHRD FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,461 shares 3,461 $86.9K 0.23% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 555 shares; 2026Q2: 559 shares 559 $82.1K 0.22% +4 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 2,038 shares; 2025Q1: 2,334 shares; 2025Q2: 2,620 shares; 2025Q3: 3,168 shares; 2025Q4: 2,865 shares; 2026Q1: 14,418 shares; 2026Q2: 220 shares 220 $81.4K 0.22% -14,198 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: 96 shares; 2024Q4: 1,868 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 4,395 shares; 2026Q2: 735 shares 735 $79.3K 0.21% -3,660 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,127 shares; 2026Q2: 1,249 shares 1,249 $75.4K 0.2% -4,878 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,214 shares; 2024Q4: 20,825 shares; 2025Q1: 20,267 shares; 2025Q2: 20,647 shares; 2025Q3: 22,991 shares; 2025Q4: 23,679 shares; 2026Q1: 246,398 shares; 2026Q2: 3,275 shares 3,275 $74.6K 0.2% -243,123 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,626 shares; 2024Q4: 50,418 shares; 2025Q1: 47,221 shares; 2025Q2: 47,907 shares; 2025Q3: 47,115 shares; 2025Q4: 48,582 shares; 2026Q1: 68,249 shares; 2026Q2: 645 shares 645 $73K 0.2% -67,604 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,386 shares; 2024Q4: 18,489 shares; 2025Q1: 17,811 shares; 2025Q2: 18,694 shares; 2025Q3: 15,623 shares; 2025Q4: 17,284 shares; 2026Q1: 40,109 shares; 2026Q2: 438 shares 438 $72.6K 0.2% -39,671 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,415 shares; 2024Q4: 10,331 shares; 2025Q1: 13,796 shares; 2025Q2: 12,626 shares; 2025Q3: 12,716 shares; 2025Q4: 14,452 shares; 2026Q1: 57,801 shares; 2026Q2: 1,008 shares 1,008 $71.8K 0.19% -56,793 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $71.2K 0.19% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,047 shares; 2024Q4: 3,351 shares; 2025Q1: 2,343 shares; 2025Q2: 4,475 shares; 2025Q3: 4,985 shares; 2025Q4: 5,606 shares; 2026Q1: 14,424 shares; 2026Q2: 755 shares 755 $69.3K 0.19% -13,669 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,140 shares; 2025Q2: 9,106 shares; 2025Q3: 9,725 shares; 2025Q4: 5,761 shares; 2026Q1: 17,568 shares; 2026Q2: 621 shares 621 $68.7K 0.18% -16,947 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,592 shares; 2024Q4: 44,104 shares; 2025Q1: 39,431 shares; 2025Q2: 40,899 shares; 2025Q3: 44,413 shares; 2025Q4: 24,201 shares; 2026Q1: 41,639 shares; 2026Q2: 778 shares 778 $63.9K 0.17% -40,861 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: 6,239 shares; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 6,589 shares; 2026Q1: 12,514 shares; 2026Q2: 803 shares 803 $62.8K 0.17% -11,711 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,397 shares; 2024Q4: 6,187 shares; 2025Q1: 5,732 shares; 2025Q2: 4,942 shares; 2025Q3: 5,045 shares; 2025Q4: 5,161 shares; 2026Q1: 10,898 shares; 2026Q2: 589 shares 589 $62.7K 0.17% -10,309 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: 7,052 shares; 2024Q4: 20,176 shares; 2025Q1: 12,316 shares; 2025Q2: 10,811 shares; 2025Q3: not reported; 2025Q4: 2,985 shares; 2026Q1: 4,694 shares; 2026Q2: 779 shares 779 $62.3K 0.17% -3,915 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares; 2026Q2: 429 shares 429 $61.4K 0.17% -223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $61.1K 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,747 shares; 2024Q4: 11,539 shares; 2025Q1: 7,891 shares; 2025Q2: 7,953 shares; 2025Q3: 8,269 shares; 2025Q4: 13,901 shares; 2026Q1: 23,067 shares; 2026Q2: 635 shares 635 $60.8K 0.16% -22,432 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 6,429 shares; 2026Q2: 3,913 shares 3,913 $59.3K 0.16% -2,516 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: 1,584 shares; 2024Q4: 1,838 shares; 2025Q1: 1,976 shares; 2025Q2: 2,096 shares; 2025Q3: 2,151 shares; 2025Q4: 2,360 shares; 2026Q1: 2,326 shares; 2026Q2: 83 shares 83 $59.2K 0.16% -2,243 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: 159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,799 shares; 2026Q2: 851 shares 851 $58.1K 0.16% -1,948 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,412 shares; 2024Q4: 48,916 shares; 2025Q1: 48,642 shares; 2025Q2: 57,549 shares; 2025Q3: 58,019 shares; 2025Q4: 63,350 shares; 2026Q1: 120,366 shares; 2026Q2: 236 shares 236 $56.2K 0.15% -120,130 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: not reported; 2025Q4: not reported; 2026Q1: 9,429 shares; 2026Q2: 320 shares 320 $55.8K 0.15% -9,109 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,637 shares; 2026Q2: 4,004 shares 4,004 $55.6K 0.15% -2,633 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $55.5K 0.15% 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: 17,842 shares; 2024Q4: 8,161 shares; 2025Q1: 7,949 shares; 2025Q2: 8,005 shares; 2025Q3: 8,089 shares; 2025Q4: 8,269 shares; 2026Q1: 12,141 shares; 2026Q2: 755 shares 755 $55.4K 0.15% -11,386 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,707 shares; 2024Q4: 14,151 shares; 2025Q1: 26,664 shares; 2025Q2: 27,793 shares; 2025Q3: 28,969 shares; 2025Q4: 31,888 shares; 2026Q1: 58,439 shares; 2026Q2: 461 shares 461 $54.1K 0.15% -57,978 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,870 shares; 2026Q1: 14,932 shares; 2026Q2: 898 shares 898 $54K 0.15% -14,034 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 1,136 shares; 2025Q1: 1,180 shares; 2025Q2: 1,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,143 shares; 2026Q2: 224 shares 224 $53K 0.14% -5,919 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 4,990 shares; 2025Q1: 3,401 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares; 2025Q4: 3,476 shares; 2026Q1: 7,350 shares; 2026Q2: 233 shares 233 $52.9K 0.14% -7,117 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,265 shares; 2024Q4: 8,152 shares; 2025Q1: 10,913 shares; 2025Q2: 8,525 shares; 2025Q3: 8,788 shares; 2025Q4: 9,786 shares; 2026Q1: 19,462 shares; 2026Q2: 357 shares 357 $52.3K 0.14% -19,105 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,374 shares; 2025Q3: 1,564 shares; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 126 shares 126 $52.3K 0.14% -145 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: 344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 2,748 shares; 2026Q2: 330 shares 330 $51.7K 0.14% -2,418 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 523 shares; 2026Q2: 326 shares 326 $50K 0.13% -197 Timeline JPST 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: 33,219 shares; 2024Q4: 26,221 shares; 2025Q1: 30,028 shares; 2025Q2: 36,062 shares; 2025Q3: 34,738 shares; 2025Q4: 28,785 shares; 2026Q1: 66,060 shares; 2026Q2: 986 shares 986 $49.9K 0.13% -65,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,505 shares; 2024Q4: 27,509 shares; 2025Q1: 28,759 shares; 2025Q2: 29,034 shares; 2025Q3: 30,014 shares; 2025Q4: 29,464 shares; 2026Q1: 66,709 shares; 2026Q2: 634 shares 634 $49.4K 0.13% -66,075 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 737 shares 737 $48.9K 0.13% -46 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,292 shares; 2026Q2: 650 shares 650 $48.4K 0.13% -6,642 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,635 shares; 2026Q2: 473 shares 473 $48.3K 0.13% -2,162 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $47.9K 0.13% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,712 shares; 2024Q4: 109,784 shares; 2025Q1: 106,610 shares; 2025Q2: 89,614 shares; 2025Q3: 87,546 shares; 2025Q4: 27,776 shares; 2026Q1: 94,093 shares; 2026Q2: 500 shares 500 $47.8K 0.13% -93,593 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,855 shares; 2024Q4: 11,223 shares; 2025Q1: 10,613 shares; 2025Q2: 9,966 shares; 2025Q3: 9,921 shares; 2025Q4: 9,513 shares; 2026Q1: 26,098 shares; 2026Q2: 322 shares 322 $47.7K 0.13% -25,776 Timeline BOXX 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: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 5,675 shares; 2025Q4: 5,425 shares; 2026Q1: 17,125 shares; 2026Q2: 400 shares 400 $46.8K 0.13% -16,725 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,385 shares; 2024Q4: 11,444 shares; 2025Q1: 11,176 shares; 2025Q2: 12,175 shares; 2025Q3: 12,296 shares; 2025Q4: 12,953 shares; 2026Q1: 23,761 shares; 2026Q2: 136 shares 136 $46.7K 0.13% -23,625 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,528 shares; 2026Q2: 643 shares 643 $46K 0.12% -3,885 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 863 shares 863 $45.4K 0.12% -81 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: 6,926 shares; 2024Q4: 4,680 shares; 2025Q1: 4,206 shares; 2025Q2: 3,714 shares; 2025Q3: 2,576 shares; 2025Q4: 2,258 shares; 2026Q1: 5,460 shares; 2026Q2: 133 shares 133 $45.3K 0.12% -5,327 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,396 shares; 2026Q2: 1,391 shares 1,391 $45.3K 0.12% -1,005 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,336 shares; 2024Q4: 18,370 shares; 2025Q1: 18,212 shares; 2025Q2: 17,837 shares; 2025Q3: 21,491 shares; 2025Q4: 22,926 shares; 2026Q1: 36,150 shares; 2026Q2: 175 shares 175 $44.4K 0.12% -35,975 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: 37,806 shares; 2024Q4: 18,748 shares; 2025Q1: 18,379 shares; 2025Q2: 19,230 shares; 2025Q3: 20,167 shares; 2025Q4: 17,881 shares; 2026Q1: 24,908 shares; 2026Q2: 1,807 shares 1,807 $44.4K 0.12% -23,101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,579 shares; 2024Q4: 4,915 shares; 2025Q1: 5,045 shares; 2025Q2: 6,607 shares; 2025Q3: 7,063 shares; 2025Q4: 8,375 shares; 2026Q1: 22,667 shares; 2026Q2: 120 shares 120 $42.4K 0.11% -22,547 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,426 shares; 2024Q4: 3,145 shares; 2025Q1: 3,902 shares; 2025Q2: 3,996 shares; 2025Q3: 11,721 shares; 2025Q4: 9,042 shares; 2026Q1: 17,820 shares; 2026Q2: 230 shares 230 $41.6K 0.11% -17,590 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,334 shares; 2025Q1: 3,108 shares; 2025Q2: 3,057 shares; 2025Q3: 2,800 shares; 2025Q4: 2,662 shares; 2026Q1: 5,185 shares; 2026Q2: 300 shares 300 $41.4K 0.11% -4,885 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 996 shares; 2026Q2: 996 shares 996 $40.2K 0.11% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; 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: 1,535 shares 1,535 $40.1K 0.11% 0 Timeline MATRIX IT LTD ORDF MATRIX IT LTD ORDF More: the full row for MATRIX IT LTD ORDF Quarterly shares; oldest to newest; 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: 1,532 shares 1,532 $38.9K 0.1% new LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 645 shares; 2026Q1: 792 shares; 2026Q2: 45 shares 45 $38.6K 0.1% -747 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,166 shares; 2024Q4: 39,982 shares; 2025Q1: 40,103 shares; 2025Q2: 26,968 shares; 2025Q3: 25,566 shares; 2025Q4: 24,461 shares; 2026Q1: 34,368 shares; 2026Q2: 300 shares 300 $38.5K 0.1% -34,068 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: 94,807 shares; 2024Q4: 74,344 shares; 2025Q1: 57,955 shares; 2025Q2: 59,167 shares; 2025Q3: 63,674 shares; 2025Q4: 66,306 shares; 2026Q1: 104,487 shares; 2026Q2: 1,857 shares 1,857 $38.4K 0.1% -102,630 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,032 shares; 2024Q4: 14,671 shares; 2025Q1: 14,203 shares; 2025Q2: 13,773 shares; 2025Q3: 13,815 shares; 2025Q4: 14,136 shares; 2026Q1: 27,084 shares; 2026Q2: 75 shares 75 $37.5K 0.1% -27,009 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308 shares; 2026Q2: 235 shares 235 $37K 0.1% -73 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: 2,383 shares; 2024Q4: 3,298 shares; 2025Q1: 3,739 shares; 2025Q2: 4,186 shares; 2025Q3: 4,790 shares; 2025Q4: 4,924 shares; 2026Q1: 6,168 shares; 2026Q2: 253 shares 253 $37K 0.1% -5,915 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares; 2026Q2: 415 shares 415 $36.7K 0.1% -6,212 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: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,858 shares; 2026Q2: 697 shares 697 $36.5K 0.1% -3,161 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,553 shares; 2024Q4: 5,367 shares; 2025Q1: 5,526 shares; 2025Q2: 7,323 shares; 2025Q3: 8,044 shares; 2025Q4: 10,160 shares; 2026Q1: 15,987 shares; 2026Q2: 64 shares 64 $36K 0.1% -15,923 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $35.4K 0.1% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,694 shares; 2025Q3: 13,704 shares; 2025Q4: 13,716 shares; 2026Q1: 30,064 shares; 2026Q2: 1,518 shares 1,518 $35K 0.09% -28,546 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: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 15,903 shares; 2026Q1: 21,589 shares; 2026Q2: 772 shares 772 $35K 0.09% -20,817 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,292 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,444 shares; 2025Q3: 5,535 shares; 2025Q4: 2,703 shares; 2026Q1: 3,962 shares; 2026Q2: 157 shares 157 $35K 0.09% -3,805 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,132 shares; 2025Q3: 37,714 shares; 2025Q4: not reported; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $34.8K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,221 shares; 2025Q1: 1,156 shares; 2025Q2: 1,121 shares; 2025Q3: 2,049 shares; 2025Q4: 2,381 shares; 2026Q1: 3,148 shares; 2026Q2: 204 shares 204 $33.4K 0.09% -2,944 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares; 2026Q2: 671 shares 671 $32.3K 0.09% -700 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,399 shares; 2026Q2: 345 shares 345 $32.2K 0.09% -9,054 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,838 shares; 2024Q4: 6,448 shares; 2025Q1: 6,227 shares; 2025Q2: 4,420 shares; 2025Q3: 4,632 shares; 2025Q4: 4,686 shares; 2026Q1: 10,889 shares; 2026Q2: 145 shares 145 $32K 0.09% -10,744 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,658 shares; 2024Q4: 68,002 shares; 2025Q1: 68,973 shares; 2025Q2: 68,967 shares; 2025Q3: 69,965 shares; 2025Q4: 71,065 shares; 2026Q1: 91,711 shares; 2026Q2: 540 shares 540 $30.8K 0.08% -91,171 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,623 shares; 2026Q2: 603 shares 603 $30.5K 0.08% -22,020 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares; 2026Q2: 100 shares 100 $30.1K 0.08% -94 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 657 shares 657 $29.9K 0.08% +278 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares 1,529 $29.9K 0.08% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $29.8K 0.08% new Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,020 shares; 2026Q2: 1,263 shares 1,263 $29.7K 0.08% -6,757 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: 168 shares 168 $28.7K 0.08% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,754 shares; 2026Q2: 377 shares 377 $28.6K 0.08% -7,377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $28.1K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,065 shares; 2026Q1: 8,170 shares; 2026Q2: 368 shares 368 $27.9K 0.08% -7,802 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares; 2026Q2: 728 shares 728 $27.7K 0.07% -44 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,106 shares; 2024Q4: 8,526 shares; 2025Q1: 9,486 shares; 2025Q2: 10,489 shares; 2025Q3: 11,469 shares; 2025Q4: 11,992 shares; 2026Q1: 14,710 shares; 2026Q2: 750 shares 750 $27.3K 0.07% -13,960 Timeline FTHI 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: 1,129 shares; 2026Q2: 1,129 shares 1,129 $26.9K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,627 shares; 2025Q1: 4,984 shares; 2025Q2: 4,847 shares; 2025Q3: 5,006 shares; 2025Q4: 5,493 shares; 2026Q1: 8,133 shares; 2026Q2: 306 shares 306 $26.4K 0.07% -7,827 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,378 shares; 2024Q4: 14,164 shares; 2025Q1: 16,270 shares; 2025Q2: 23,364 shares; 2025Q3: 24,036 shares; 2025Q4: 20,885 shares; 2026Q1: 37,850 shares; 2026Q2: 322 shares 322 $26.2K 0.07% -37,528 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 1,236 shares; 2025Q1: 1,312 shares; 2025Q2: 1,219 shares; 2025Q3: 1,356 shares; 2025Q4: 1,405 shares; 2026Q1: 4,317 shares; 2026Q2: 70 shares 70 $26.2K 0.07% -4,247 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 3,389 shares; 2026Q2: 3,389 shares 3,389 $26.1K 0.07% 0 Timeline NTRL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $25.5K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 3,468 shares; 2025Q1: 3,538 shares; 2025Q2: 3,897 shares; 2025Q3: 4,291 shares; 2025Q4: 4,092 shares; 2026Q1: 4,624 shares; 2026Q2: 114 shares 114 $25.2K 0.07% -4,510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 723 shares 723 $25.2K 0.07% -325 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: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares; 2026Q2: 234 shares 234 $25.1K 0.07% -4 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: 17,845 shares; 2024Q4: 24,137 shares; 2025Q1: 19,171 shares; 2025Q2: 10,956 shares; 2025Q3: 13,637 shares; 2025Q4: 4,537 shares; 2026Q1: 10,247 shares; 2026Q2: 265 shares 265 $25.1K 0.07% -9,982 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 163 shares; 2026Q2: 131 shares 131 $25K 0.07% -32 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,597 shares; 2026Q2: 469 shares 469 $24.9K 0.07% -4,128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,857 shares; 2026Q2: 1,043 shares 1,043 $24.6K 0.07% -1,814 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,858 shares; 2026Q2: 84 shares 84 $24.6K 0.07% -1,774 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 18,638 shares; 2026Q2: 703 shares 703 $24.5K 0.07% -17,935 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 467 shares 467 $24.4K 0.07% -61 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,498 shares; 2024Q4: 3,215 shares; 2025Q1: 3,187 shares; 2025Q2: 3,866 shares; 2025Q3: 3,644 shares; 2025Q4: 3,687 shares; 2026Q1: 9,314 shares; 2026Q2: 26 shares 26 $24.3K 0.07% -9,288 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,704 shares; 2025Q1: 3,401 shares; 2025Q2: 3,597 shares; 2025Q3: 3,962 shares; 2025Q4: 3,508 shares; 2026Q1: 3,636 shares; 2026Q2: 116 shares 116 $23.9K 0.06% -3,520 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: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares; 2026Q2: 151 shares 151 $23.9K 0.06% -175 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 531 shares; 2026Q2: 247 shares 247 $23.8K 0.06% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,676 shares; 2026Q1: 2,876 shares; 2026Q2: 200 shares 200 $23.1K 0.06% -2,676 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 2,482 shares; 2025Q1: 2,189 shares; 2025Q2: 1,991 shares; 2025Q3: 1,796 shares; 2025Q4: 2,581 shares; 2026Q1: 559 shares; 2026Q2: 184 shares 184 $22.9K 0.06% -375 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 5,912 shares; 2025Q1: 6,558 shares; 2025Q2: 6,662 shares; 2025Q3: 7,194 shares; 2025Q4: 7,343 shares; 2026Q1: 14,199 shares; 2026Q2: 273 shares 273 $22.6K 0.06% -13,926 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: 531 shares; 2024Q4: not reported; 2025Q1: 4,656 shares; 2025Q2: 7,009 shares; 2025Q3: 8,240 shares; 2025Q4: not reported; 2026Q1: 1,794 shares; 2026Q2: 378 shares 378 $21.9K 0.06% -1,416 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,411 shares; 2025Q4: 21,533 shares; 2026Q1: 38,759 shares; 2026Q2: 436 shares 436 $21.7K 0.06% -38,323 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $21.6K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894 shares; 2024Q4: 2,045 shares; 2025Q1: 1,916 shares; 2025Q2: 1,994 shares; 2025Q3: 1,252 shares; 2025Q4: 961 shares; 2026Q1: 429 shares; 2026Q2: 53 shares 53 $21K 0.06% -376 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 1,134 shares; 2026Q2: 1,133 shares 1,133 $20.6K 0.06% -1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,696 shares; 2024Q4: 8,725 shares; 2025Q1: 7,721 shares; 2025Q2: 7,115 shares; 2025Q3: 6,791 shares; 2025Q4: 7,706 shares; 2026Q1: 12,474 shares; 2026Q2: 139 shares 139 $20.4K 0.05% -12,335 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,672 shares; 2024Q4: 20,723 shares; 2025Q1: 21,102 shares; 2025Q2: 25,481 shares; 2025Q3: 23,360 shares; 2025Q4: 32,172 shares; 2026Q1: 60,187 shares; 2026Q2: 148 shares 148 $20.2K 0.05% -60,039 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares; 2026Q2: 395 shares 395 $20K 0.05% -2,000 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: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,374 shares; 2026Q2: 176 shares 176 $19.8K 0.05% -1,198 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $19.1K 0.05% 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: 164 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,311 shares; 2026Q2: 462 shares 462 $19.1K 0.05% -6,849 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; 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: 678 shares; 2026Q2: 678 shares 678 $18.7K 0.05% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,657 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 9,649 shares; 2025Q3: 10,867 shares; 2025Q4: 14,264 shares; 2026Q1: 25,872 shares; 2026Q2: 1,009 shares 1,009 $18.7K 0.05% -24,863 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: not reported; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $18.4K 0.05% 0 Timeline FIXD 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: 148,524 shares; 2024Q4: 74,655 shares; 2025Q1: 68,128 shares; 2025Q2: 64,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $18.2K 0.05% 0 Timeline EMC 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: 484 shares; 2026Q2: 484 shares 484 $18.2K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,182 shares; 2024Q4: 4,977 shares; 2025Q1: 4,870 shares; 2025Q2: 4,564 shares; 2025Q3: 4,901 shares; 2025Q4: 4,990 shares; 2026Q1: 8,493 shares; 2026Q2: 66 shares 66 $18K 0.05% -8,427 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 3,611 shares; 2025Q1: 5,314 shares; 2025Q2: 4,029 shares; 2025Q3: 4,773 shares; 2025Q4: 4,523 shares; 2026Q1: 8,054 shares; 2026Q2: 16 shares 16 $17K 0.05% -8,038 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,090 shares; 2024Q4: 32,911 shares; 2025Q1: 32,871 shares; 2025Q2: 34,275 shares; 2025Q3: 34,736 shares; 2025Q4: 34,943 shares; 2026Q1: 38,425 shares; 2026Q2: 203 shares 203 $16.8K 0.05% -38,222 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,041 shares; 2024Q4: 41,268 shares; 2025Q1: 37,380 shares; 2025Q2: 83,793 shares; 2025Q3: 94,442 shares; 2025Q4: 95,916 shares; 2026Q1: 193,277 shares; 2026Q2: 169 shares 169 $16.7K 0.05% -193,108 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,389 shares; 2026Q2: 3,389 shares 3,389 $16.5K 0.04% 0 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,051 shares; 2026Q2: 591 shares 591 $15.7K 0.04% -19,460 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494 shares; 2026Q2: 427 shares 427 $15.4K 0.04% -67 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 137 shares 137 $15.3K 0.04% -647 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: 551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares; 2026Q2: 105 shares 105 $15.2K 0.04% -363 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 4,596 shares; 2025Q1: 5,147 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 341 shares 341 $15.2K 0.04% -9 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 290 shares; 2026Q2: 290 shares 290 $15.1K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 7,351 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,321 shares; 2025Q4: 2,399 shares; 2026Q1: 6,961 shares; 2026Q2: 13 shares 13 $15K 0.04% -6,948 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 96 shares 96 $15K 0.04% -19 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: 1,417 shares; 2024Q4: 1,358 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 2,888 shares; 2026Q2: 23 shares 23 $14.7K 0.04% -2,865 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares 381 $14.7K 0.04% new 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: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares; 2026Q2: 93 shares 93 $14.3K 0.04% -490 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares; 2026Q2: 104 shares 104 $14K 0.04% -49 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 51 shares 51 $13.6K 0.04% +4 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,162 shares; 2026Q2: 50 shares 50 $13K 0.04% -3,112 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,865 shares; 2024Q4: 12,207 shares; 2025Q1: 12,692 shares; 2025Q2: 13,311 shares; 2025Q3: 13,870 shares; 2025Q4: 18,667 shares; 2026Q1: 32,681 shares; 2026Q2: 141 shares 141 $13K 0.04% -32,540 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,323 shares; 2025Q4: 1,495 shares; 2026Q1: 2,456 shares; 2026Q2: 11 shares 11 $12.9K 0.03% -2,445 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: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 168 shares 168 $12.7K 0.03% -44 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS 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: 2,155 shares; 2026Q2: 2,155 shares 2,155 $12.4K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $12.3K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $12.2K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,373 shares; 2026Q2: 336 shares 336 $12.1K 0.03% -6,037 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares; 2026Q2: 243 shares 243 $12.1K 0.03% -866 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 316 shares; 2026Q2: 304 shares 304 $12K 0.03% -12 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $11.9K 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 514 shares 514 $11.4K 0.03% -115 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,222 shares; 2026Q1: 10,763 shares; 2026Q2: 191 shares 191 $11.4K 0.03% -10,572 Timeline VOOV 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: not reported; 2026Q1: 125 shares; 2026Q2: 52 shares 52 $11.4K 0.03% -73 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: 18,078 shares; 2024Q4: 13,676 shares; 2025Q1: 13,615 shares; 2025Q2: 13,243 shares; 2025Q3: 12,189 shares; 2025Q4: 11,298 shares; 2026Q1: 13,766 shares; 2026Q2: 54 shares 54 $11.3K 0.03% -13,712 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares; 2026Q2: 213 shares 213 $10.7K 0.03% -374 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304 shares 304 $10.1K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,284 shares; 2024Q4: 5,887 shares; 2025Q1: 4,438 shares; 2025Q2: 4,530 shares; 2025Q3: 4,526 shares; 2025Q4: 5,452 shares; 2026Q1: 6,270 shares; 2026Q2: 28 shares 28 $9.92K 0.03% -6,242 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,715 shares; 2024Q4: 17,145 shares; 2025Q1: 29,504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $9.38K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 19 shares 19 $9.33K 0.03% -360 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: 1,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,135 shares; 2026Q1: 9,776 shares; 2026Q2: 89 shares 89 $9.21K 0.02% -9,687 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 603 shares; 2025Q1: 671 shares; 2025Q2: 928 shares; 2025Q3: 2,009 shares; 2025Q4: 2,178 shares; 2026Q1: 3,388 shares; 2026Q2: 12 shares 12 $9.07K 0.02% -3,376 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 116 shares; 2026Q2: 50 shares 50 $8.91K 0.02% -66 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: 15,246 shares; 2024Q4: 14,766 shares; 2025Q1: 2,500 shares; 2025Q2: 2,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,434 shares; 2026Q2: 66 shares 66 $8.62K 0.02% -7,368 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,047 shares; 2026Q2: 305 shares 305 $8.44K 0.02% -1,742 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,818 shares; 2025Q4: 2,966 shares; 2026Q1: 4,496 shares; 2026Q2: 25 shares 25 $8.39K 0.02% -4,471 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 22 shares 22 $7.7K 0.02% -40 Timeline JPLD 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: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $6.94K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,489 shares; 2024Q4: 5,953 shares; 2025Q1: 5,168 shares; 2025Q2: 4,376 shares; 2025Q3: 5,113 shares; 2025Q4: 6,034 shares; 2026Q1: 12,322 shares; 2026Q2: 32 shares 32 $6.93K 0.02% -12,290 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 137 shares; 2026Q2: 137 shares 137 $6.89K 0.02% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 105 shares; 2026Q2: 85 shares 85 $6.85K 0.02% -20 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; 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: 451 shares; 2026Q2: 451 shares 451 $6.74K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 1,205 shares; 2025Q4: 2,433 shares; 2026Q1: 7,113 shares; 2026Q2: 18 shares 18 $6.63K 0.02% -7,095 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,979 shares; 2026Q2: 108 shares 108 $6.45K 0.02% -19,871 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares; 2026Q2: 68 shares 68 $6.37K 0.02% -585 Timeline AFEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $6.29K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,010 shares; 2024Q4: 8,129 shares; 2025Q1: 7,870 shares; 2025Q2: 7,957 shares; 2025Q3: 15,995 shares; 2025Q4: 13,189 shares; 2026Q1: 23,331 shares; 2026Q2: 41 shares 41 $6.21K 0.02% -23,290 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: not reported; 2025Q1: 4,443 shares; 2025Q2: 5,582 shares; 2025Q3: 4,747 shares; 2025Q4: 5,687 shares; 2026Q1: 6,813 shares; 2026Q2: 144 shares 144 $6.14K 0.02% -6,669 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 125 shares; 2026Q2: 125 shares 125 $6.08K 0.02% 0 Timeline SPIB 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: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $5.89K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 24 shares 24 $5.83K 0.02% -556 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,053 shares; 2024Q4: 11,329 shares; 2025Q1: 11,938 shares; 2025Q2: 14,383 shares; 2025Q3: 13,983 shares; 2025Q4: 14,272 shares; 2026Q1: 28,413 shares; 2026Q2: 13 shares 13 $5.47K 0.01% -28,400 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN 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: not reported; 2026Q1: 2,601 shares; 2026Q2: 601 shares 601 $5.39K 0.01% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares; 2026Q2: 100 shares 100 $5.23K 0.01% -563 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 636 shares; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 45 shares 45 $5.2K 0.01% -403 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,986 shares; 2024Q4: 42,797 shares; 2025Q1: 42,500 shares; 2025Q2: 44,298 shares; 2025Q3: 42,899 shares; 2025Q4: 41,760 shares; 2026Q1: 66,519 shares; 2026Q2: 140 shares 140 $5.15K 0.01% -66,379 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,725 shares; 2024Q4: 8,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,486 shares; 2026Q2: 150 shares 150 $5.09K 0.01% -2,336 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: 2,806 shares; 2024Q4: 1,038 shares; 2025Q1: 1,018 shares; 2025Q2: 1,226 shares; 2025Q3: 2,676 shares; 2025Q4: 1,084 shares; 2026Q1: 100 shares; 2026Q2: 13 shares 13 $5.03K 0.01% -87 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $4.92K 0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $4.82K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,332 shares; 2024Q4: 12,105 shares; 2025Q1: 12,855 shares; 2025Q2: 14,754 shares; 2025Q3: 15,743 shares; 2025Q4: 15,198 shares; 2026Q1: 19,399 shares; 2026Q2: 46 shares 46 $4.78K 0.01% -19,353 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,521 shares; 2024Q4: 4,508 shares; 2025Q1: 4,121 shares; 2025Q2: 3,646 shares; 2025Q3: 3,565 shares; 2025Q4: 3,658 shares; 2026Q1: 5,831 shares; 2026Q2: 38 shares 38 $4.48K 0.01% -5,793 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,814 shares; 2025Q1: 8,276 shares; 2025Q2: 7,231 shares; 2025Q3: 6,095 shares; 2025Q4: 4,473 shares; 2026Q1: 12,064 shares; 2026Q2: 32 shares 32 $4.33K 0.01% -12,032 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,193 shares; 2024Q4: 20,782 shares; 2025Q1: 20,860 shares; 2025Q2: 22,528 shares; 2025Q3: 20,999 shares; 2025Q4: 20,685 shares; 2026Q1: 19,518 shares; 2026Q2: 27 shares 27 $4.23K 0.01% -19,491 Timeline FDVV 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: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 70 shares 70 $4.22K 0.01% -33 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,643 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares; 2026Q2: 15 shares 15 $4.21K 0.01% -379 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,427 shares; 2024Q4: 3,359 shares; 2025Q1: 3,291 shares; 2025Q2: 2,076 shares; 2025Q3: 2,369 shares; 2025Q4: 2,394 shares; 2026Q1: 3,458 shares; 2026Q2: 10 shares 10 $4.16K 0.01% -3,448 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,622 shares; 2025Q1: 1,664 shares; 2025Q2: 1,931 shares; 2025Q3: 2,539 shares; 2025Q4: 2,413 shares; 2026Q1: 2,214 shares; 2026Q2: 27 shares 27 $4.08K 0.01% -2,187 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares; 2026Q2: 42 shares 42 $3.8K 0.01% -148 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 984 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,044 shares; 2025Q4: 1,043 shares; 2026Q1: 1,376 shares; 2026Q2: 13 shares 13 $3.78K 0.01% -1,363 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 71 shares; 2026Q2: 71 shares 71 $3.75K 0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 2,484 shares; 2025Q1: 2,522 shares; 2025Q2: 3,104 shares; 2025Q3: 3,095 shares; 2025Q4: 3,535 shares; 2026Q1: 7,432 shares; 2026Q2: 3 shares 3 $3.6K 0.01% -7,429 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 741 shares; 2025Q1: 833 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares; 2025Q4: 7,203 shares; 2026Q1: 4,413 shares; 2026Q2: 35 shares 35 $3.47K 0.01% -4,378 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: 990 shares; 2024Q4: 633 shares; 2025Q1: 791 shares; 2025Q2: 769 shares; 2025Q3: 762 shares; 2025Q4: 798 shares; 2026Q1: 715 shares; 2026Q2: 3 shares 3 $3.4K 0.01% -712 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 195 shares 195 $3.39K 0.01% -45 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 3,683 shares; 2025Q4: 4,639 shares; 2026Q1: 7,270 shares; 2026Q2: 14 shares 14 $3.33K 0.01% -7,256 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: 1,177 shares; 2024Q4: 1,656 shares; 2025Q1: 1,583 shares; 2025Q2: 1,582 shares; 2025Q3: 1,537 shares; 2025Q4: 2,572 shares; 2026Q1: 3,946 shares; 2026Q2: 27 shares 27 $3.32K 0.01% -3,919 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 48 shares 48 $3.25K 0.01% -32 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares; 2026Q2: 107 shares 107 $3.23K 0.01% -1,057 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: 295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 6 shares 6 $3.14K 0.01% -3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,109 shares; 2025Q1: 1,859 shares; 2025Q2: 1,985 shares; 2025Q3: 2,011 shares; 2025Q4: 2,440 shares; 2026Q1: 4,642 shares; 2026Q2: 6 shares 6 $3.08K 0.01% -4,636 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 2,261 shares; 2025Q1: 2,617 shares; 2025Q2: 2,598 shares; 2025Q3: 2,974 shares; 2025Q4: 3,007 shares; 2026Q1: 3,762 shares; 2026Q2: 22 shares 22 $3.02K 0.01% -3,740 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 3,435 shares; 2025Q4: 3,171 shares; 2026Q1: 6,672 shares; 2026Q2: 17 shares 17 $3K 0.01% -6,655 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares; 2026Q2: 110 shares 110 $2.94K 0.01% -363 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 654 shares; 2025Q1: 538 shares; 2025Q2: 351 shares; 2025Q3: 338 shares; 2025Q4: 330 shares; 2026Q1: 563 shares; 2026Q2: 3 shares 3 $2.93K 0.01% -560 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares; 2026Q2: 33 shares 33 $2.93K 0.01% -509 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares; 2026Q2: 10 shares 10 $2.93K 0.01% -775 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 5,418 shares; 2025Q1: 8,389 shares; 2025Q2: 8,616 shares; 2025Q3: 6,835 shares; 2025Q4: 6,500 shares; 2026Q1: 9,471 shares; 2026Q2: 13 shares 13 $2.91K 0.01% -9,458 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares; 2026Q2: 12 shares 12 $2.9K 0.01% -245 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 6 shares 6 $2.9K 0.01% -183 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: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares; 2026Q2: 15 shares 15 $2.9K 0.01% -133 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares; 2026Q2: 10 shares 10 $2.89K 0.01% -71 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares; 2026Q2: 5 shares 5 $2.88K 0.01% -112 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: 4,886 shares; 2024Q4: 2,002 shares; 2025Q1: 2,127 shares; 2025Q2: 2,188 shares; 2025Q3: 2,246 shares; 2025Q4: 2,324 shares; 2026Q1: 3,470 shares; 2026Q2: 11 shares 11 $2.86K 0.01% -3,459 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,315 shares; 2025Q1: 4,087 shares; 2025Q2: 4,325 shares; 2025Q3: 4,453 shares; 2025Q4: 44,900 shares; 2026Q1: 54,262 shares; 2026Q2: 40 shares 40 $2.86K 0.01% -54,222 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares; 2026Q2: 135 shares 135 $2.85K 0.01% -405 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 46 shares 46 $2.85K 0.01% -4 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares; 2026Q2: 39 shares 39 $2.84K 0.01% -48 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,125 shares; 2024Q4: 8,057 shares; 2025Q1: 8,376 shares; 2025Q2: 8,699 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares; 2026Q2: 156 shares 156 $2.82K 0.01% -1,439 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 14 shares 14 $2.82K 0.01% -6 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 26 shares 26 $2.81K 0.01% -65 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,018 shares; 2024Q4: 23,832 shares; 2025Q1: 22,819 shares; 2025Q2: 23,712 shares; 2025Q3: 19,079 shares; 2025Q4: 26,042 shares; 2026Q1: 53,614 shares; 2026Q2: 32 shares 32 $2.81K 0.01% -53,582 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: not reported; 2026Q1: 830 shares; 2026Q2: 28 shares 28 $2.81K 0.01% -802 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,891 shares; 2026Q2: 29 shares 29 $2.79K 0.01% -6,862 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 3,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares; 2026Q2: 17 shares 17 $2.77K 0.01% -407 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 2 shares 2 $2.76K 0.01% -6 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,195 shares; 2026Q2: 23 shares 23 $2.76K 0.01% -31,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 901 shares; 2026Q2: 58 shares 58 $2.76K 0.01% -843 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,733 shares; 2026Q2: 58 shares 58 $2.76K 0.01% -1,675 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: 2,293 shares; 2025Q1: 2,849 shares; 2025Q2: 2,594 shares; 2025Q3: 2,374 shares; 2025Q4: 3,201 shares; 2026Q1: 4,103 shares; 2026Q2: 16 shares 16 $2.72K 0.01% -4,087 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: not reported; 2026Q1: 603 shares; 2026Q2: 17 shares 17 $2.7K 0.01% -586 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,497 shares; 2024Q4: 2,751 shares; 2025Q1: 2,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 12 shares 12 $2.69K 0.01% -210 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares; 2026Q1: 8,896 shares; 2026Q2: 35 shares 35 $2.67K 0.01% -8,861 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: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 4 shares 4 $2.67K 0.01% -576 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: 1,806 shares; 2024Q4: 1,173 shares; 2025Q1: 1,302 shares; 2025Q2: 962 shares; 2025Q3: 895 shares; 2025Q4: 2,563 shares; 2026Q1: 1,097 shares; 2026Q2: 9 shares 9 $2.65K 0.01% -1,088 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: 47 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 5 shares 5 $2.63K 0.01% -4 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: 140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 572 shares; 2026Q1: 1,390 shares; 2026Q2: 5 shares 5 $2.58K 0.01% -1,385 Timeline EBND 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: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $2.57K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 24 shares 24 $2.57K 0.01% -39 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 39 shares 39 $2.57K 0.01% -45 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares; 2026Q1: 4,918 shares; 2026Q2: 29 shares 29 $2.52K 0.01% -4,889 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 3 shares 3 $2.49K 0.01% -33 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares; 2026Q2: 27 shares 27 $2.46K 0.01% -156 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,196 shares; 2024Q4: 20,752 shares; 2025Q1: 16,684 shares; 2025Q2: 18,361 shares; 2025Q3: 21,600 shares; 2025Q4: 23,894 shares; 2026Q1: 46,962 shares; 2026Q2: 21 shares 21 $2.45K 0.01% -46,941 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 10,743 shares; 2026Q2: 11 shares 11 $2.45K 0.01% -10,732 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 2,315 shares; 2025Q1: 2,135 shares; 2025Q2: 2,018 shares; 2025Q3: 2,011 shares; 2025Q4: 2,918 shares; 2026Q1: 1,874 shares; 2026Q2: 6 shares 6 $2.44K 0.01% -1,868 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares; 2026Q2: 10 shares 10 $2.43K 0.01% -252 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 10 shares 10 $2.36K 0.01% -398 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 22 shares 22 $2.35K 0.01% -28 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: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 11 shares 11 $2.32K 0.01% -6 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298 shares; 2026Q2: 26 shares 26 $2.3K 0.01% -272 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC 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: not reported; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 10 shares 10 $2.29K 0.01% -38 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 1 shares 1 $2.27K 0.01% -92 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; 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: 45 shares; 2026Q2: 45 shares 45 $2.22K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $2.15K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579 shares; 2026Q2: 22 shares 22 $2.08K 0.01% -557 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 3,314 shares; 2025Q1: 2,909 shares; 2025Q2: 2,804 shares; 2025Q3: 2,415 shares; 2025Q4: 2,476 shares; 2026Q1: 4,727 shares; 2026Q2: 4 shares 4 $2.04K 0.01% -4,723 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 1 shares 1 $1.98K 0.01% -32 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: 11,651 shares; 2024Q4: 10,868 shares; 2025Q1: 9,789 shares; 2025Q2: 9,787 shares; 2025Q3: 9,805 shares; 2025Q4: 12,280 shares; 2026Q1: 10,782 shares; 2026Q2: 46 shares 46 $1.96K 0.01% -10,736 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,454 shares; 2025Q2: 1,712 shares; 2025Q3: 1,806 shares; 2025Q4: 1,855 shares; 2026Q1: 2,839 shares; 2026Q2: 2 shares 2 $1.92K 0.01% -2,837 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: 3,308 shares; 2026Q2: 18 shares 18 $1.73K <0.01% -3,290 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 720 shares; 2025Q1: 714 shares; 2025Q2: 632 shares; 2025Q3: 717 shares; 2025Q4: 843 shares; 2026Q1: 982 shares; 2026Q2: 5 shares 5 $1.69K <0.01% -977 Timeline SDZNY SANDOZ GROUP AG SPONSORED ADS More: the full row for SANDOZ GROUP AG SPONSORED ADS Quarterly shares; oldest to newest; 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: 66 shares; 2026Q2: 17 shares 17 $1.54K <0.01% -49 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,183 shares; 2025Q1: 4,639 shares; 2025Q2: 5,572 shares; 2025Q3: 6,389 shares; 2025Q4: 8,527 shares; 2026Q1: 18,918 shares; 2026Q2: 3 shares 3 $1.43K <0.01% -18,915 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.16K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 3 shares 3 $1.12K <0.01% -48 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 20 shares 20 $981 <0.01% -58 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: 5,871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,744 shares; 2025Q4: 2,622 shares; 2026Q1: 1,197 shares; 2026Q2: 15 shares 15 $960 <0.01% -1,182 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $887 <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 30 shares; 2026Q2: 23 shares 23 $808 <0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares; 2026Q2: 2 shares 2 $787 <0.01% -100 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares; 2026Q2: 78 shares 78 $756 <0.01% -1,737 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 9 shares 9 $710 <0.01% -52 Timeline PETS PETMED EXPRESS INC More: the full row for PETMED EXPRESS 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: 614 shares; 2026Q2: 356 shares 356 $683 <0.01% -258 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 8,607 shares; 2025Q2: 9,350 shares; 2025Q3: 8,826 shares; 2025Q4: 9,020 shares; 2026Q1: 14,620 shares; 2026Q2: 20 shares 20 $586 <0.01% -14,600 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $578 <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $563 <0.01% 0 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: 6,938 shares; 2026Q2: 2 shares 2 $379 <0.01% -6,936 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $199 <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 3 shares 3 $76 <0.01% -1,259 Timeline