CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,960,002 shares; 2024Q4: 8,986,651 shares; 2025Q1: 8,711,823 shares; 2025Q2: 7,162,197 shares; 2025Q3: 7,290,481 shares; 2025Q4: 7,282,018 shares; 2026Q1: 7,282,018 shares; 2026Q2: 7,282,008 shares 7,282,008 $186M 27.92% -10 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083,071 shares; 2024Q4: 4,814,729 shares; 2025Q1: 4,806,829 shares; 2025Q2: 4,806,829 shares; 2025Q3: 4,556,829 shares; 2025Q4: 4,056,829 shares; 2026Q1: 4,056,829 shares; 2026Q2: 4,056,829 shares 4,056,829 $76.3M 11.43% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY 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: 11,678,143 shares; 2026Q2: 11,072,668 shares 11,072,668 $52.4M 7.85% -605,475 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $16.5M 2.47% 0 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: 27,671 shares; 2024Q4: 27,563 shares; 2025Q1: 27,159 shares; 2025Q2: 26,296 shares; 2025Q3: 27,206 shares; 2025Q4: 27,501 shares; 2026Q1: 28,492 shares; 2026Q2: 28,067 shares 28,067 $14M 2.1% -425 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: 23,156 shares; 2024Q4: 23,672 shares; 2025Q1: 45,759 shares; 2025Q2: 49,301 shares; 2025Q3: 54,647 shares; 2025Q4: 49,636 shares; 2026Q1: 61,504 shares; 2026Q2: 62,954 shares 62,954 $12.6M 1.89% +1,450 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,817 shares; 2026Q1: 73,967 shares; 2026Q2: 1,127,998 shares 1,127,998 $10.3M 1.55% +1,054,031 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,295,330 shares 1,295,330 $10.2M 1.53% new 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: 15,303 shares; 2024Q4: 15,696 shares; 2025Q1: 24,637 shares; 2025Q2: 28,091 shares; 2025Q3: 32,942 shares; 2025Q4: 32,510 shares; 2026Q1: 31,701 shares; 2026Q2: 33,811 shares 33,811 $9.79M 1.47% +2,110 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,843 shares; 2024Q4: 365,240 shares; 2025Q1: 408,712 shares; 2025Q2: 405,284 shares; 2025Q3: 406,763 shares; 2025Q4: 396,083 shares; 2026Q1: 398,161 shares; 2026Q2: 400,166 shares 400,166 $7.65M 1.15% +2,005 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: 17,161 shares; 2024Q4: 16,366 shares; 2025Q1: 26,656 shares; 2025Q2: 25,618 shares; 2025Q3: 27,806 shares; 2025Q4: 28,169 shares; 2026Q1: 28,463 shares; 2026Q2: 28,979 shares 28,979 $6.91M 1.03% +516 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT 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: 315,000 shares; 2025Q4: 315,000 shares; 2026Q1: 355,000 shares; 2026Q2: 395,000 shares 395,000 $6.89M 1.03% +40,000 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 105,100 shares; 2025Q2: 90,486 shares; 2025Q3: 84,063 shares; 2025Q4: 111,551 shares; 2026Q1: 153,012 shares; 2026Q2: 133,147 shares 133,147 $6.74M 1.01% -19,865 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: 36,097 shares; 2024Q4: 33,194 shares; 2025Q1: 54,845 shares; 2025Q2: 50,894 shares; 2025Q3: 53,815 shares; 2025Q4: 55,959 shares; 2026Q1: 58,143 shares; 2026Q2: 44,969 shares 44,969 $6.15M 0.92% -13,174 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,249 shares; 2025Q2: 163,646 shares; 2025Q3: 201,269 shares; 2025Q4: 198,576 shares; 2026Q1: 240,768 shares; 2026Q2: 234,935 shares 234,935 $6.13M 0.92% -5,833 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: 12,996 shares; 2024Q4: 14,808 shares; 2025Q1: 22,823 shares; 2025Q2: 19,374 shares; 2025Q3: 22,082 shares; 2025Q4: 24,071 shares; 2026Q1: 24,387 shares; 2026Q2: 24,100 shares 24,100 $6.07M 0.91% -287 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: 35,222 shares; 2024Q4: 882 shares; 2025Q1: 44,319 shares; 2025Q2: 45,395 shares; 2025Q3: 41,550 shares; 2025Q4: 35,589 shares; 2026Q1: 39,132 shares; 2026Q2: 58,615 shares 58,615 $5.9M 0.88% +19,483 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: 2,796 shares; 2024Q4: 5,274 shares; 2025Q1: 5,419 shares; 2025Q2: 6,089 shares; 2025Q3: 10,217 shares; 2025Q4: 10,359 shares; 2026Q1: 14,176 shares; 2026Q2: 14,886 shares 14,886 $5.32M 0.8% +710 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: 11,895 shares; 2024Q4: 12,159 shares; 2025Q1: 13,607 shares; 2025Q2: 15,901 shares; 2025Q3: 15,425 shares; 2025Q4: 15,576 shares; 2026Q1: 15,024 shares; 2026Q2: 13,811 shares 13,811 $4.88M 0.73% -1,213 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: 2,155 shares; 2024Q4: 2,088 shares; 2025Q1: 10,968 shares; 2025Q2: 10,893 shares; 2025Q3: 12,724 shares; 2025Q4: 13,070 shares; 2026Q1: 14,180 shares; 2026Q2: 14,196 shares 14,196 $4.66M 0.7% +16 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,099 shares; 2025Q1: 4,795 shares; 2025Q2: 7,029 shares; 2025Q3: 7,293 shares; 2025Q4: 7,441 shares; 2026Q1: 8,032 shares; 2026Q2: 10,249 shares 10,249 $4.31M 0.65% +2,217 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 2,969 shares; 2025Q2: 3,477 shares; 2025Q3: 3,757 shares; 2025Q4: 3,980 shares; 2026Q1: 5,401 shares; 2026Q2: 5,445 shares 5,445 $4.16M 0.62% +44 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: 6,162 shares; 2024Q4: 6,509 shares; 2025Q1: 8,233 shares; 2025Q2: 8,402 shares; 2025Q3: 10,939 shares; 2025Q4: 10,909 shares; 2026Q1: 11,307 shares; 2026Q2: 10,941 shares 10,941 $4.08M 0.61% -366 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: 1,746 shares; 2024Q4: 1,818 shares; 2025Q1: 33,758 shares; 2025Q2: 32,373 shares; 2025Q3: 30,578 shares; 2025Q4: 29,483 shares; 2026Q1: 27,755 shares; 2026Q2: 29,880 shares 29,880 $3.49M 0.52% +2,125 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: 3,377 shares; 2024Q4: 3,132 shares; 2025Q1: 11,023 shares; 2025Q2: 10,758 shares; 2025Q3: 10,934 shares; 2025Q4: 11,043 shares; 2026Q1: 11,825 shares; 2026Q2: 11,844 shares 11,844 $3.34M 0.5% +19 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,956 shares; 2024Q4: 42,784 shares; 2025Q1: 46,155 shares; 2025Q2: 41,770 shares; 2025Q3: 43,839 shares; 2025Q4: 41,885 shares; 2026Q1: 38,155 shares; 2026Q2: 36,057 shares 36,057 $3.27M 0.49% -2,098 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: not reported; 2024Q4: 37 shares; 2025Q1: 1,994 shares; 2025Q2: 2,433 shares; 2025Q3: 2,574 shares; 2025Q4: 2,487 shares; 2026Q1: 2,597 shares; 2026Q2: 2,801 shares 2,801 $3.17M 0.48% +204 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,727 shares; 2025Q2: 14,016 shares; 2025Q3: 14,397 shares; 2025Q4: 15,695 shares; 2026Q1: 20,089 shares; 2026Q2: 21,388 shares 21,388 $2.92M 0.44% +1,299 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 21,972 shares; 2025Q3: 23,783 shares; 2025Q4: 25,207 shares; 2026Q1: 26,422 shares; 2026Q2: 29,675 shares 29,675 $2.87M 0.43% +3,253 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,454 shares; 2024Q4: 72,360 shares; 2025Q1: 99,426 shares; 2025Q2: 136,031 shares; 2025Q3: 187,911 shares; 2025Q4: 187,556 shares; 2026Q1: 197,486 shares; 2026Q2: 198,135 shares 198,135 $2.74M 0.41% +649 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: 2,187 shares; 2024Q4: 2,445 shares; 2025Q1: 1,505 shares; 2025Q2: 2,779 shares; 2025Q3: 2,652 shares; 2025Q4: 2,305 shares; 2026Q1: 2,276 shares; 2026Q2: 2,546 shares 2,546 $2.71M 0.41% +270 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: 58,634 shares; 2024Q4: 53,626 shares; 2025Q1: 65,328 shares; 2025Q2: 65,632 shares; 2025Q3: 65,949 shares; 2025Q4: 66,266 shares; 2026Q1: 72,055 shares; 2026Q2: 72,329 shares 72,329 $2.66M 0.4% +274 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: 176 shares; 2024Q4: 163 shares; 2025Q1: 1,925 shares; 2025Q2: 1,898 shares; 2025Q3: 2,265 shares; 2025Q4: 2,324 shares; 2026Q1: 2,410 shares; 2026Q2: 2,691 shares 2,691 $2.52M 0.38% +281 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,227 shares; 2025Q1: 5,506 shares; 2025Q2: 5,817 shares; 2025Q3: 6,039 shares; 2025Q4: 6,277 shares; 2026Q1: 6,170 shares; 2026Q2: 6,909 shares 6,909 $2.51M 0.38% +739 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 6,007 shares; 2025Q2: 6,808 shares; 2025Q3: 6,671 shares; 2025Q4: 7,269 shares; 2026Q1: 8,946 shares; 2026Q2: 9,634 shares 9,634 $2.45M 0.37% +688 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: 14,280 shares; 2024Q4: 13,293 shares; 2025Q1: 47,940 shares; 2025Q2: 14,666 shares; 2025Q3: 19,650 shares; 2025Q4: 19,937 shares; 2026Q1: 19,863 shares; 2026Q2: 21,421 shares 21,421 $2.43M 0.36% +1,558 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: 13,395 shares; 2025Q2: 15,164 shares; 2025Q3: 15,569 shares; 2025Q4: 15,744 shares; 2026Q1: 12,460 shares; 2026Q2: 13,727 shares 13,727 $2.4M 0.36% +1,267 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 30,713 shares; 2025Q4: 32,902 shares; 2026Q1: 40,497 shares; 2026Q2: 43,073 shares 43,073 $2.29M 0.34% +2,576 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,685 shares; 2024Q4: 19,802 shares; 2025Q1: 20,583 shares; 2025Q2: 22,195 shares; 2025Q3: 35,667 shares; 2025Q4: 35,201 shares; 2026Q1: 67,215 shares; 2026Q2: 68,805 shares 68,805 $2.26M 0.34% +1,590 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,279 shares; 2025Q2: 18,644 shares; 2025Q3: 31,946 shares; 2025Q4: 37,581 shares; 2026Q1: 40,076 shares; 2026Q2: 40,318 shares 40,318 $2.14M 0.32% +242 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,603 shares; 2024Q4: 71,579 shares; 2025Q1: 37,561 shares; 2025Q2: 43,294 shares; 2025Q3: 37,314 shares; 2025Q4: 35,355 shares; 2026Q1: 46,967 shares; 2026Q2: 44,765 shares 44,765 $2.07M 0.31% -2,202 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: 986 shares; 2024Q4: 926 shares; 2025Q1: 5,172 shares; 2025Q2: 5,532 shares; 2025Q3: 6,610 shares; 2025Q4: 6,300 shares; 2026Q1: 5,913 shares; 2026Q2: 5,826 shares 5,826 $2.06M 0.31% -87 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,832 shares; 2025Q3: 16,164 shares; 2025Q4: 17,953 shares; 2026Q1: 18,046 shares; 2026Q2: 19,936 shares 19,936 $2.04M 0.31% +1,890 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 60,690 shares; 2025Q2: 69,072 shares; 2025Q3: 69,333 shares; 2025Q4: 70,799 shares; 2026Q1: 59,640 shares; 2026Q2: 65,635 shares 65,635 $1.98M 0.3% +5,995 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 2,114 shares; 2025Q1: 59,226 shares; 2025Q2: 63,616 shares; 2025Q3: 63,602 shares; 2025Q4: 62,253 shares; 2026Q1: 71,932 shares; 2026Q2: 81,054 shares 81,054 $1.95M 0.29% +9,122 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,554 shares; 2025Q2: 37,995 shares; 2025Q3: 37,688 shares; 2025Q4: 44,934 shares; 2026Q1: 41,163 shares; 2026Q2: 42,576 shares 42,576 $1.95M 0.29% +1,413 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: 60 shares; 2024Q4: 67 shares; 2025Q1: 879 shares; 2025Q2: 1,445 shares; 2025Q3: 4,857 shares; 2025Q4: 5,106 shares; 2026Q1: 5,903 shares; 2026Q2: 5,013 shares 5,013 $1.89M 0.28% -890 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,584 shares; 2025Q2: 41,633 shares; 2025Q3: 39,307 shares; 2025Q4: 40,371 shares; 2026Q1: 35,057 shares; 2026Q2: 37,884 shares 37,884 $1.89M 0.28% +2,827 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 591 shares; 2025Q3: 600 shares; 2025Q4: 34,014 shares; 2026Q1: 37,311 shares; 2026Q2: 45,894 shares 45,894 $1.87M 0.28% +8,583 Timeline STEPSTONE PRIVATE MARKET STEPSTONE PRIVATE MARKET More: the full row for STEPSTONE PRIVATE MARKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,069 shares; 2025Q2: 29,473 shares; 2025Q3: 29,473 shares; 2025Q4: 25,791 shares; 2026Q1: 25,791 shares; 2026Q2: 29,071 shares 29,071 $1.87M 0.28% +3,280 SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,862 shares; 2024Q4: 6,410 shares; 2025Q1: 20,157 shares; 2025Q2: 21,358 shares; 2025Q3: 20,268 shares; 2025Q4: 18,967 shares; 2026Q1: 19,027 shares; 2026Q2: 15,445 shares 15,445 $1.76M 0.26% -3,582 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: 13,318 shares; 2024Q4: 12,317 shares; 2025Q1: 11,116 shares; 2025Q2: 11,116 shares; 2025Q3: 12,711 shares; 2025Q4: 12,101 shares; 2026Q1: 22,687 shares; 2026Q2: 23,266 shares 23,266 $1.76M 0.26% +579 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 2,185 shares; 2025Q2: 2,183 shares; 2025Q3: 5,046 shares; 2025Q4: 6,976 shares; 2026Q1: 7,084 shares; 2026Q2: 6,935 shares 6,935 $1.76M 0.26% -149 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: 4,423 shares; 2024Q4: 4,342 shares; 2025Q1: 7,203 shares; 2025Q2: 7,489 shares; 2025Q3: 7,895 shares; 2025Q4: 6,224 shares; 2026Q1: 6,688 shares; 2026Q2: 7,116 shares 7,116 $1.69M 0.25% +428 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,319 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $1.63M 0.24% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,908 shares; 2025Q2: 91,215 shares; 2025Q3: 90,909 shares; 2025Q4: 94,322 shares; 2026Q1: 85,174 shares; 2026Q2: 95,913 shares 95,913 $1.52M 0.23% +10,739 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,540 shares; 2024Q4: 22,412 shares; 2025Q1: 28,064 shares; 2025Q2: 30,334 shares; 2025Q3: 30,323 shares; 2025Q4: 30,714 shares; 2026Q1: 40,853 shares; 2026Q2: 55,057 shares 55,057 $1.52M 0.23% +14,204 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 9,671 shares; 2025Q2: 10,211 shares; 2025Q3: 10,435 shares; 2025Q4: 9,380 shares; 2026Q1: 9,879 shares; 2026Q2: 11,427 shares 11,427 $1.49M 0.22% +1,548 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,125 shares; 2024Q4: 32,836 shares; 2025Q1: 40,452 shares; 2025Q2: 42,570 shares; 2025Q3: 46,038 shares; 2025Q4: 45,863 shares; 2026Q1: 54,717 shares; 2026Q2: 57,185 shares 57,185 $1.48M 0.22% +2,468 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: 8,467 shares 8,467 $1.45M 0.22% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,027 shares; 2024Q4: 20,278 shares; 2025Q1: 26,030 shares; 2025Q2: 27,880 shares; 2025Q3: 27,177 shares; 2025Q4: 26,672 shares; 2026Q1: 32,557 shares; 2026Q2: 44,853 shares 44,853 $1.37M 0.21% +12,296 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: 17,369 shares; 2024Q4: 17,200 shares; 2025Q1: 16,662 shares; 2025Q2: 16,555 shares; 2025Q3: 15,880 shares; 2025Q4: 15,880 shares; 2026Q1: 15,288 shares; 2026Q2: 14,497 shares 14,497 $1.37M 0.21% -791 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 4,449 shares; 2025Q1: 4,245 shares; 2025Q2: 4,240 shares; 2025Q3: 4,882 shares; 2025Q4: 4,670 shares; 2026Q1: 7,064 shares; 2026Q2: 7,178 shares 7,178 $1.35M 0.2% +114 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,267 shares; 2025Q2: 11,523 shares; 2025Q3: 11,576 shares; 2025Q4: 9,383 shares; 2026Q1: 7,647 shares; 2026Q2: 8,697 shares 8,697 $1.35M 0.2% +1,050 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,250 shares; 2025Q1: 79,570 shares; 2025Q2: 89,678 shares; 2025Q3: 93,413 shares; 2025Q4: 95,371 shares; 2026Q1: 93,700 shares; 2026Q2: 108,464 shares 108,464 $1.34M 0.2% +14,764 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 16,675 shares; 2025Q2: 15,338 shares; 2025Q3: 15,578 shares; 2025Q4: 16,140 shares; 2026Q1: 16,849 shares; 2026Q2: 16,628 shares 16,628 $1.28M 0.19% -221 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,882 shares; 2025Q1: 2,099 shares; 2025Q2: 2,466 shares; 2025Q3: 2,436 shares; 2025Q4: 2,605 shares; 2026Q1: 3,745 shares; 2026Q2: 3,720 shares 3,720 $1.28M 0.19% -25 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: 1,250 shares; 2024Q4: 1,262 shares; 2025Q1: 364 shares; 2025Q2: 368 shares; 2025Q3: 409 shares; 2025Q4: 347 shares; 2026Q1: 6,768 shares; 2026Q2: 7,081 shares 7,081 $1.25M 0.19% +313 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,033 shares; 2024Q4: 46,869 shares; 2025Q1: 48,195 shares; 2025Q2: 51,400 shares; 2025Q3: 52,201 shares; 2025Q4: 49,949 shares; 2026Q1: 64,697 shares; 2026Q2: 63,254 shares 63,254 $1.21M 0.18% -1,443 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: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,462 shares; 2025Q3: 1,458 shares; 2025Q4: 1,392 shares; 2026Q1: 1,522 shares; 2026Q2: 1,601 shares 1,601 $1.2M 0.18% +79 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 715 shares; 2025Q4: 464 shares; 2026Q1: 2,648 shares; 2026Q2: 2,600 shares 2,600 $1.16M 0.17% -48 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares; 2026Q1: 12,612 shares; 2026Q2: 12,612 shares 12,612 $1.15M 0.17% 0 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: 1,232 shares; 2024Q4: 1,205 shares; 2025Q1: 6,486 shares; 2025Q2: 4,016 shares; 2025Q3: 6,878 shares; 2025Q4: 7,272 shares; 2026Q1: 5,451 shares; 2026Q2: 6,827 shares 6,827 $1.13M 0.17% +1,376 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: 3,966 shares; 2024Q4: 2,796 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 3,288 shares; 2025Q4: 3,430 shares; 2026Q1: 4,660 shares; 2026Q2: 4,876 shares 4,876 $1.07M 0.16% +216 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,541 shares; 2026Q2: 8,683 shares 8,683 $1.05M 0.16% +142 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: 2,408 shares; 2024Q4: 2,644 shares; 2025Q1: 3,351 shares; 2025Q2: 3,392 shares; 2025Q3: 4,643 shares; 2025Q4: 4,482 shares; 2026Q1: 4,020 shares; 2026Q2: 3,029 shares 3,029 $1.04M 0.16% -991 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,051 shares; 2024Q4: 647 shares; 2025Q1: 1,465 shares; 2025Q2: 3,293 shares; 2025Q3: 4,941 shares; 2025Q4: 5,174 shares; 2026Q1: 2,818 shares; 2026Q2: 6,745 shares 6,745 $966K 0.14% +3,927 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: 4,302 shares 4,302 $963K 0.14% 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: 4,302 shares 4,302 $951K 0.14% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,630 shares; 2025Q1: 1,080 shares; 2025Q2: 1,188 shares; 2025Q3: 1,362 shares; 2025Q4: 1,509 shares; 2026Q1: 1,045 shares; 2026Q2: 787 shares 787 $944K 0.14% -258 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 285 shares; 2026Q2: 3,110 shares 3,110 $938K 0.14% +2,825 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: 1,428 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $934K 0.14% 0 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: 5,263 shares; 2024Q4: 7,058 shares; 2025Q1: 7,140 shares; 2025Q2: 6,915 shares; 2025Q3: 7,698 shares; 2025Q4: 7,632 shares; 2026Q1: 10,958 shares; 2026Q2: 12,083 shares 12,083 $925K 0.14% +1,125 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: 240,074 shares; 2024Q4: 242,652 shares; 2025Q1: 234,888 shares; 2025Q2: 137,903 shares; 2025Q3: 84,157 shares; 2025Q4: 72,278 shares; 2026Q1: 99,247 shares; 2026Q2: 92,033 shares 92,033 $903K 0.14% -7,214 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: 11,005 shares; 2024Q4: 10,986 shares; 2025Q1: 10,986 shares; 2025Q2: 10,986 shares; 2025Q3: 11,136 shares; 2025Q4: 11,164 shares; 2026Q1: 11,191 shares; 2026Q2: 9,212 shares 9,212 $884K 0.13% -1,979 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: 2,825 shares; 2024Q4: 35,669 shares; 2025Q1: 23,891 shares; 2025Q2: 21,377 shares; 2025Q3: 21,610 shares; 2025Q4: 19,932 shares; 2026Q1: 26,904 shares; 2026Q2: 9,238 shares 9,238 $874K 0.13% -17,666 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: 3,967 shares; 2024Q4: 4,512 shares; 2025Q1: 10,177 shares; 2025Q2: 10,301 shares; 2025Q3: 11,233 shares; 2025Q4: 11,360 shares; 2026Q1: 6,199 shares; 2026Q2: 5,844 shares 5,844 $868K 0.13% -355 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: 800 shares; 2024Q4: 685 shares; 2025Q1: 7,281 shares; 2025Q2: 8,109 shares; 2025Q3: 8,688 shares; 2025Q4: 4,872 shares; 2026Q1: 9,859 shares; 2026Q2: 10,638 shares 10,638 $865K 0.13% +779 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,575 shares; 2024Q4: 16,674 shares; 2025Q1: 17,116 shares; 2025Q2: 26,738 shares; 2025Q3: 30,047 shares; 2025Q4: 24,262 shares; 2026Q1: 24,925 shares; 2026Q2: 26,937 shares 26,937 $861K 0.13% +2,012 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 10,047 shares; 2025Q1: 7,718 shares; 2025Q2: 22,783 shares; 2025Q3: 15,766 shares; 2025Q4: 16,343 shares; 2026Q1: 18,499 shares; 2026Q2: 25,166 shares 25,166 $837K 0.13% +6,667 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 14,555 shares; 2025Q2: 15,334 shares; 2025Q3: 18,772 shares; 2025Q4: 17,711 shares; 2026Q1: 23,893 shares; 2026Q2: 24,989 shares 24,989 $817K 0.12% +1,096 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: 447 shares; 2024Q4: 449 shares; 2025Q1: 742 shares; 2025Q2: 869 shares; 2025Q3: 895 shares; 2025Q4: 909 shares; 2026Q1: 1,131 shares; 2026Q2: 1,444 shares 1,444 $813K 0.12% +313 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 32 shares; 2025Q1: 95 shares; 2025Q2: 83 shares; 2025Q3: 2,687 shares; 2025Q4: 2,810 shares; 2026Q1: 2,809 shares; 2026Q2: 2,687 shares 2,687 $801K 0.12% -122 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,300 shares; 2025Q1: 1,103 shares; 2025Q2: 1,293 shares; 2025Q3: 2,220 shares; 2025Q4: 2,210 shares; 2026Q1: 2,152 shares; 2026Q2: 2,934 shares 2,934 $794K 0.12% +782 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 218 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $794K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,822 shares; 2025Q3: 2,476 shares; 2025Q4: 2,570 shares; 2026Q1: 8,822 shares; 2026Q2: 11,091 shares 11,091 $790K 0.12% +2,269 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: 909 shares; 2024Q4: 853 shares; 2025Q1: 1,078 shares; 2025Q2: 1,052 shares; 2025Q3: 2,464 shares; 2025Q4: 2,210 shares; 2026Q1: 2,223 shares; 2026Q2: 2,302 shares 2,302 $779K 0.12% +79 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,563 shares; 2026Q2: 21,238 shares 21,238 $765K 0.11% +2,675 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 1,885 shares; 2025Q3: 2,790 shares; 2025Q4: 2,609 shares; 2026Q1: 2,790 shares; 2026Q2: 2,963 shares 2,963 $757K 0.11% +173 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,284 shares; 2025Q2: 825 shares; 2025Q3: 1,950 shares; 2025Q4: 4,206 shares; 2026Q1: 4,311 shares; 2026Q2: 4,015 shares 4,015 $756K 0.11% -296 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: 1,108 shares; 2024Q4: 853 shares; 2025Q1: 814 shares; 2025Q2: 794 shares; 2025Q3: 132 shares; 2025Q4: 138 shares; 2026Q1: 2,239 shares; 2026Q2: 3,359 shares 3,359 $748K 0.11% +1,120 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,808 shares; 2024Q4: 5,358 shares; 2025Q1: 1,163 shares; 2025Q2: 10,678 shares; 2025Q3: 13,896 shares; 2025Q4: 10,073 shares; 2026Q1: 14,404 shares; 2026Q2: 15,523 shares 15,523 $746K 0.11% +1,119 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 3,030 shares; 2025Q1: 2,776 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares; 2026Q2: 4,234 shares 4,234 $744K 0.11% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 479 shares; 2025Q1: 699 shares; 2025Q2: 678 shares; 2025Q3: 86 shares; 2025Q4: 83 shares; 2026Q1: 1,531 shares; 2026Q2: 2,462 shares 2,462 $743K 0.11% +931 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 2,005 shares; 2025Q2: 1,864 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,124 shares; 2026Q2: 1,681 shares 1,681 $725K 0.11% +557 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 7,507 shares; 2025Q1: 7,584 shares; 2025Q2: 8,080 shares; 2025Q3: 7,864 shares; 2025Q4: 8,963 shares; 2026Q1: 6,026 shares; 2026Q2: 6,103 shares 6,103 $716K 0.11% +77 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: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,476 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 3,359 shares; 2026Q2: 3,359 shares 3,359 $715K 0.11% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 485 shares; 2025Q1: 548 shares; 2025Q2: 524 shares; 2025Q3: 1,491 shares; 2025Q4: 1,436 shares; 2026Q1: 1,374 shares; 2026Q2: 1,352 shares 1,352 $702K 0.11% -22 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 11,500 shares; 2025Q3: 39,590 shares; 2025Q4: 42,001 shares; 2026Q1: 42,004 shares; 2026Q2: 36,004 shares 36,004 $696K 0.1% -6,000 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: not reported; 2024Q4: 21 shares; 2025Q1: 812 shares; 2025Q2: 1,296 shares; 2025Q3: 1,535 shares; 2025Q4: 1,554 shares; 2026Q1: 1,398 shares; 2026Q2: 1,456 shares 1,456 $695K 0.1% +58 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,053 shares; 2025Q1: 1,406 shares; 2025Q2: 1,376 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 2,474 shares; 2026Q2: 4,262 shares 4,262 $695K 0.1% +1,788 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: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 2,975 shares; 2025Q3: 2,939 shares; 2025Q4: 2,941 shares; 2026Q1: 2,932 shares; 2026Q2: 3,102 shares 3,102 $694K 0.1% +170 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 4,481 shares; 2025Q1: 4,532 shares; 2025Q2: 4,547 shares; 2025Q3: 4,156 shares; 2025Q4: 4,832 shares; 2026Q1: 5,348 shares; 2026Q2: 4,030 shares 4,030 $694K 0.1% -1,318 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: not reported; 2024Q4: 348 shares; 2025Q1: 553 shares; 2025Q2: 142 shares; 2025Q3: 619 shares; 2025Q4: 631 shares; 2026Q1: 277 shares; 2026Q2: 8,045 shares 8,045 $693K 0.1% +7,768 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,770 shares; 2025Q1: 7,149 shares; 2025Q2: 7,576 shares; 2025Q3: 10,757 shares; 2025Q4: 3,851 shares; 2026Q1: 10,283 shares; 2026Q2: 11,168 shares 11,168 $692K 0.1% +885 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: 4,234 shares; 2025Q3: 5,389 shares; 2025Q4: 5,996 shares; 2026Q1: 12,813 shares; 2026Q2: 20,503 shares 20,503 $683K 0.1% +7,690 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: 158 shares; 2024Q4: 2,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,632 shares; 2026Q1: not reported; 2026Q2: 3,102 shares 3,102 $680K 0.1% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,428 shares; 2025Q1: 2,378 shares; 2025Q2: 7,545 shares; 2025Q3: 10,409 shares; 2025Q4: 9,876 shares; 2026Q1: 9,298 shares; 2026Q2: 9,397 shares 9,397 $679K 0.1% +99 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 4,225 shares; 2025Q2: 5,916 shares; 2025Q3: 5,946 shares; 2025Q4: 8,596 shares; 2026Q1: 8,282 shares; 2026Q2: 6,575 shares 6,575 $672K 0.1% -1,707 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: not reported; 2024Q4: not reported; 2025Q1: 15,539 shares; 2025Q2: 11,769 shares; 2025Q3: 11,818 shares; 2025Q4: 12,820 shares; 2026Q1: 10,334 shares; 2026Q2: 11,643 shares 11,643 $659K 0.1% +1,309 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares; 2026Q1: 7,265 shares; 2026Q2: 8,415 shares 8,415 $643K 0.1% +1,150 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 70,562 shares; 2025Q2: 78,774 shares; 2025Q3: 79,397 shares; 2025Q4: 89,367 shares; 2026Q1: 90,462 shares; 2026Q2: 91,561 shares 91,561 $641K 0.1% +1,099 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: 2,788 shares; 2024Q4: 3,125 shares; 2025Q1: 2,630 shares; 2025Q2: 1,036 shares; 2025Q3: 951 shares; 2025Q4: 899 shares; 2026Q1: 1,796 shares; 2026Q2: 1,872 shares 1,872 $638K 0.1% +76 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,138 shares 5,138 $634K 0.1% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 2,203 shares; 2025Q1: 2,378 shares; 2025Q2: 2,356 shares; 2025Q3: 2,749 shares; 2025Q4: 2,786 shares; 2026Q1: 4,609 shares; 2026Q2: 5,092 shares 5,092 $634K 0.09% +483 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: 2,575 shares; 2024Q4: 2,887 shares; 2025Q1: 3,080 shares; 2025Q2: 3,748 shares; 2025Q3: 2,597 shares; 2025Q4: 2,614 shares; 2026Q1: 2,975 shares; 2026Q2: 3,487 shares 3,487 $631K 0.09% +512 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 1,486 shares; 2025Q1: 462 shares; 2025Q2: 452 shares; 2025Q3: 2,182 shares; 2025Q4: 1,862 shares; 2026Q1: 1,992 shares; 2026Q2: 5,068 shares 5,068 $629K 0.09% +3,076 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: 2,514 shares; 2024Q4: 2,493 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,817 shares 4,817 $629K 0.09% new 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: 529 shares; 2024Q4: 4,947 shares; 2025Q1: 6,589 shares; 2025Q2: 1,681 shares; 2025Q3: 3,219 shares; 2025Q4: 2,960 shares; 2026Q1: 7,422 shares; 2026Q2: 7,162 shares 7,162 $629K 0.09% -260 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: 3,249 shares; 2024Q4: 3,134 shares; 2025Q1: 998 shares; 2025Q2: 980 shares; 2025Q3: 146 shares; 2025Q4: 112 shares; 2026Q1: 14 shares; 2026Q2: 2,790 shares 2,790 $626K 0.09% +2,776 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 712 shares; 2025Q1: 1,440 shares; 2025Q2: 1,311 shares; 2025Q3: 1,411 shares; 2025Q4: 1,448 shares; 2026Q1: 1,048 shares; 2026Q2: 814 shares 814 $609K 0.09% -234 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 1,945 shares; 2025Q1: 485 shares; 2025Q2: 447 shares; 2025Q3: 60 shares; 2025Q4: 1,005 shares; 2026Q1: 1,157 shares; 2026Q2: 1,715 shares 1,715 $607K 0.09% +558 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 6,849 shares 6,849 $602K 0.09% +6,486 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: 351 shares; 2024Q4: 451 shares; 2025Q1: 1,731 shares; 2025Q2: 894 shares; 2025Q3: 1,747 shares; 2025Q4: 2,186 shares; 2026Q1: 2,106 shares; 2026Q2: 1,983 shares 1,983 $582K 0.09% -123 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: 3,069 shares; 2024Q4: 3,747 shares; 2025Q1: 4,948 shares; 2025Q2: 5,761 shares; 2025Q3: 6,344 shares; 2025Q4: 6,117 shares; 2026Q1: 5,830 shares; 2026Q2: 3,966 shares 3,966 $581K 0.09% -1,864 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 4,148 shares; 2025Q1: 9,102 shares; 2025Q2: 6,885 shares; 2025Q3: 6,830 shares; 2025Q4: 6,871 shares; 2026Q1: 6,756 shares; 2026Q2: 3,030 shares 3,030 $561K 0.08% -3,726 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: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,287 shares; 2025Q2: 2,319 shares; 2025Q3: 3,468 shares; 2025Q4: 3,340 shares; 2026Q1: 4,002 shares; 2026Q2: 4,726 shares 4,726 $555K 0.08% +724 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,332 shares 5,332 $542K 0.08% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 2,172 shares; 2025Q1: 1,977 shares; 2025Q2: 3,080 shares; 2025Q3: 3,262 shares; 2025Q4: 3,266 shares; 2026Q1: 3,271 shares; 2026Q2: 3,275 shares 3,275 $540K 0.08% +4 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: 171 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 636 shares; 2025Q3: 758 shares; 2025Q4: 603 shares; 2026Q1: 535 shares; 2026Q2: 530 shares 530 $538K 0.08% -5 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 3,651 shares; 2025Q2: 3,641 shares; 2025Q3: 3,645 shares; 2025Q4: 3,708 shares; 2026Q1: 3,579 shares; 2026Q2: 3,498 shares 3,498 $534K 0.08% -81 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,949 shares; 2026Q2: 9,939 shares 9,939 $521K 0.08% +990 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: 334 shares; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,457 shares; 2025Q3: 2,460 shares; 2025Q4: 2,628 shares; 2026Q1: 3,257 shares; 2026Q2: 3,261 shares 3,261 $517K 0.08% +4 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: 654 shares; 2024Q4: 582 shares; 2025Q1: 716 shares; 2025Q2: 666 shares; 2025Q3: 716 shares; 2025Q4: 114 shares; 2026Q1: 912 shares; 2026Q2: 1,365 shares 1,365 $510K 0.08% +453 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: 718 shares; 2024Q4: 760 shares; 2025Q1: 1,072 shares; 2025Q2: 1,211 shares; 2025Q3: 1,033 shares; 2025Q4: 7,437 shares; 2026Q1: 7,847 shares; 2026Q2: 7,084 shares 7,084 $506K 0.08% -763 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: 550 shares; 2024Q4: 114 shares; 2025Q1: 884 shares; 2025Q2: 841 shares; 2025Q3: 888 shares; 2025Q4: 941 shares; 2026Q1: 758 shares; 2026Q2: 713 shares 713 $491K 0.07% -45 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,153 shares 3,153 $484K 0.07% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,633 shares; 2025Q1: 2,922 shares; 2025Q2: 3,031 shares; 2025Q3: 3,379 shares; 2025Q4: 3,320 shares; 2026Q1: 2,050 shares; 2026Q2: 1,768 shares 1,768 $478K 0.07% -282 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: 92 shares; 2024Q4: 76 shares; 2025Q1: 169 shares; 2025Q2: 54 shares; 2025Q3: 923 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $472K 0.07% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY 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: 15,770 shares 15,770 $464K 0.07% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,386 shares; 2026Q2: 3,419 shares 3,419 $462K 0.07% +1,033 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 14,019 shares; 2025Q3: 11,434 shares; 2025Q4: 7,517 shares; 2026Q1: 7,517 shares; 2026Q2: 7,517 shares 7,517 $458K 0.07% 0 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: 1,312 shares; 2024Q4: 2,401 shares; 2025Q1: 1,332 shares; 2025Q2: 1,972 shares; 2025Q3: 2,679 shares; 2025Q4: 2,714 shares; 2026Q1: 3,039 shares; 2026Q2: 3,580 shares 3,580 $452K 0.07% +541 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,953 shares; 2025Q1: 7,218 shares; 2025Q2: 6,534 shares; 2025Q3: 6,004 shares; 2025Q4: 8,337 shares; 2026Q1: 7,707 shares; 2026Q2: 5,148 shares 5,148 $448K 0.07% -2,559 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,584 shares; 2024Q4: 12,495 shares; 2025Q1: 12,488 shares; 2025Q2: 5,696 shares; 2025Q3: 4,036 shares; 2025Q4: 4,055 shares; 2026Q1: 4,008 shares; 2026Q2: 4,104 shares 4,104 $442K 0.07% +96 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: 5,678 shares; 2024Q4: 5,694 shares; 2025Q1: 7,242 shares; 2025Q2: 7,197 shares; 2025Q3: 8,220 shares; 2025Q4: 8,606 shares; 2026Q1: 9,303 shares; 2026Q2: 6,116 shares 6,116 $440K 0.07% -3,187 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,938 shares 4,938 $439K 0.07% new 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: 2,441 shares; 2024Q4: 2,470 shares; 2025Q1: 1,437 shares; 2025Q2: 1,442 shares; 2025Q3: 1,881 shares; 2025Q4: 1,886 shares; 2026Q1: 1,591 shares; 2026Q2: 1,596 shares 1,596 $434K 0.07% +5 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: 2,111 shares; 2024Q4: 2,104 shares; 2025Q1: 2,712 shares; 2025Q2: 2,654 shares; 2025Q3: 2,474 shares; 2025Q4: 1,466 shares; 2026Q1: 2,765 shares; 2026Q2: 2,761 shares 2,761 $433K 0.06% -4 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,338 shares; 2024Q4: 8,637 shares; 2025Q1: 5,164 shares; 2025Q2: 2,640 shares; 2025Q3: 14,919 shares; 2025Q4: 7,788 shares; 2026Q1: 4,480 shares; 2026Q2: 7,696 shares 7,696 $432K 0.06% +3,216 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 7,320 shares; 2025Q3: 14,487 shares; 2025Q4: 11,696 shares; 2026Q1: 12,135 shares; 2026Q2: 16,170 shares 16,170 $431K 0.06% +4,035 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 318 shares; 2025Q3: 520 shares; 2025Q4: 556 shares; 2026Q1: 790 shares; 2026Q2: 1,016 shares 1,016 $423K 0.06% +226 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: 2,899 shares; 2024Q4: 5,890 shares; 2025Q1: 12,328 shares; 2025Q2: 9,318 shares; 2025Q3: 11,066 shares; 2025Q4: 10,914 shares; 2026Q1: 8,077 shares; 2026Q2: 6,915 shares 6,915 $413K 0.06% -1,162 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 74,364 shares; 2025Q3: 81,640 shares; 2025Q4: 113,137 shares; 2026Q1: 128,403 shares; 2026Q2: 37,002 shares 37,002 $412K 0.06% -91,401 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 572 shares; 2025Q3: 2,178 shares; 2025Q4: 5,669 shares; 2026Q1: 6,387 shares; 2026Q2: 7,310 shares 7,310 $406K 0.06% +923 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: 85 shares; 2024Q4: 72 shares; 2025Q1: 1,235 shares; 2025Q2: 839 shares; 2025Q3: 998 shares; 2025Q4: 1,637 shares; 2026Q1: 1,900 shares; 2026Q2: 2,665 shares 2,665 $404K 0.06% +765 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: 1,404 shares; 2024Q4: 1,520 shares; 2025Q1: 1,567 shares; 2025Q2: 1,737 shares; 2025Q3: 1,812 shares; 2025Q4: 1,585 shares; 2026Q1: 1,379 shares; 2026Q2: 773 shares 773 $397K 0.06% -606 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,136 shares; 2025Q3: 1,743 shares; 2025Q4: 1,668 shares; 2026Q1: 2,128 shares; 2026Q2: 2,714 shares 2,714 $397K 0.06% +586 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares; 2026Q2: 2,020 shares 2,020 $395K 0.06% +391 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 1,207 shares; 2025Q4: 1,136 shares; 2026Q1: 1,592 shares; 2026Q2: 2,166 shares 2,166 $387K 0.06% +574 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850 $386K 0.06% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,522 shares; 2026Q1: 1,472 shares; 2026Q2: 1,274 shares 1,274 $386K 0.06% -198 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,031 shares; 2025Q3: 1,641 shares; 2025Q4: 1,583 shares; 2026Q1: 2,002 shares; 2026Q2: 2,647 shares 2,647 $383K 0.06% +645 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 982 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 7,243 shares; 2026Q1: 7,243 shares; 2026Q2: 7,243 shares 7,243 $376K 0.06% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 1,042 shares; 2025Q3: 895 shares; 2025Q4: 1,594 shares; 2026Q1: 1,391 shares; 2026Q2: 1,120 shares 1,120 $371K 0.06% -271 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,284 shares; 2025Q3: 1,869 shares; 2025Q4: 1,836 shares; 2026Q1: 2,441 shares; 2026Q2: 3,302 shares 3,302 $369K 0.06% +861 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,500 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $365K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 651 shares 651 $365K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 4,267 shares; 2026Q1: 4,963 shares; 2026Q2: 6,242 shares 6,242 $360K 0.05% +1,279 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 134 shares; 2025Q1: 2,718 shares; 2025Q2: 2,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,634 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $357K 0.05% 0 Timeline BUYO KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,421 shares; 2026Q2: 10,538 shares 10,538 $355K 0.05% +117 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 686 shares; 2025Q4: 663 shares; 2026Q1: 980 shares; 2026Q2: 1,417 shares 1,417 $354K 0.05% +437 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 777 shares; 2025Q2: 735 shares; 2025Q3: 1,168 shares; 2025Q4: 1,146 shares; 2026Q1: 1,506 shares; 2026Q2: 2,182 shares 2,182 $353K 0.05% +676 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 41 shares; 2026Q1: 228 shares; 2026Q2: 299 shares 299 $351K 0.05% +71 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,439 shares; 2024Q4: 11,722 shares; 2025Q1: 11,134 shares; 2025Q2: 10,452 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares; 2026Q1: 15,126 shares; 2026Q2: 14,210 shares 14,210 $348K 0.05% -916 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,897 shares 1,897 $347K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $346K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,021 shares; 2025Q3: 1,763 shares; 2025Q4: 2,182 shares; 2026Q1: 2,256 shares; 2026Q2: 2,991 shares 2,991 $344K 0.05% +735 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 470 shares; 2025Q1: 1,824 shares; 2025Q2: 1,744 shares; 2025Q3: 3,017 shares; 2025Q4: 2,708 shares; 2026Q1: 3,476 shares; 2026Q2: 4,595 shares 4,595 $342K 0.05% +1,119 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: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,412 shares; 2025Q3: 5,442 shares; 2025Q4: 5,751 shares; 2026Q1: 3,630 shares; 2026Q2: 3,440 shares 3,440 $341K 0.05% -190 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: 416 shares; 2024Q4: 631 shares; 2025Q1: 2,431 shares; 2025Q2: 3,224 shares; 2025Q3: 3,668 shares; 2025Q4: 3,270 shares; 2026Q1: 2,997 shares; 2026Q2: 1,794 shares 1,794 $341K 0.05% -1,203 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: 51 shares; 2024Q4: 56 shares; 2025Q1: 631 shares; 2025Q2: 853 shares; 2025Q3: 3,168 shares; 2025Q4: 2,713 shares; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares 2,647 $340K 0.05% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 1,510 shares; 2025Q1: 308 shares; 2025Q2: 225 shares; 2025Q3: 7,025 shares; 2025Q4: 7,005 shares; 2026Q1: 7,005 shares; 2026Q2: 7,005 shares 7,005 $336K 0.05% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $335K 0.05% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 1,620 shares; 2025Q4: 1,575 shares; 2026Q1: 2,131 shares; 2026Q2: 2,957 shares 2,957 $334K 0.05% +826 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 1,165 shares; 2025Q4: 1,177 shares; 2026Q1: 1,187 shares; 2026Q2: 1,406 shares 1,406 $333K 0.05% +219 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 504 shares; 2025Q1: 307 shares; 2025Q2: 122 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $332K 0.05% new Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,144 shares; 2026Q2: 10,303 shares 10,303 $329K 0.05% +159 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,278 shares; 2025Q2: 2,174 shares; 2025Q3: 3,949 shares; 2025Q4: 3,957 shares; 2026Q1: 5,002 shares; 2026Q2: 6,910 shares 6,910 $329K 0.05% +1,908 Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,614 shares 13,614 $326K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 510 shares; 2025Q4: 782 shares; 2026Q1: 1,086 shares; 2026Q2: 1,582 shares 1,582 $326K 0.05% +496 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,391 shares 1,391 $319K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: not reported; 2026Q2: 3,570 shares 3,570 $317K 0.05% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 4,834 shares; 2025Q1: 5,517 shares; 2025Q2: 5,005 shares; 2025Q3: 4,466 shares; 2025Q4: 4,136 shares; 2026Q1: 4,327 shares; 2026Q2: 1,709 shares 1,709 $316K 0.05% -2,618 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 3,047 shares; 2025Q1: 2,161 shares; 2025Q2: 3,140 shares; 2025Q3: 2,233 shares; 2025Q4: 2,138 shares; 2026Q1: 3,203 shares; 2026Q2: 4,458 shares 4,458 $314K 0.05% +1,255 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,751 shares; 2026Q1: 8,223 shares; 2026Q2: 12,494 shares 12,494 $311K 0.05% +4,271 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: 1,811 shares; 2024Q4: not reported; 2025Q1: 1,745 shares; 2025Q2: 457 shares; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 5,226 shares; 2026Q2: 8,149 shares 8,149 $310K 0.05% +2,923 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 129 shares; 2025Q4: 132 shares; 2026Q1: 888 shares; 2026Q2: 695 shares 695 $301K 0.05% -193 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 139 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $298K 0.04% new Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,104 shares; 2026Q2: 3,104 shares 3,104 $298K 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,424 shares; 2025Q1: 1,173 shares; 2025Q2: 2,139 shares; 2025Q3: 1,906 shares; 2025Q4: 800 shares; 2026Q1: 824 shares; 2026Q2: 864 shares 864 $298K 0.04% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,813 shares; 2025Q4: 1,815 shares; 2026Q1: 1,816 shares; 2026Q2: 1,818 shares 1,818 $296K 0.04% +2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 1,472 shares; 2026Q2: 1,738 shares 1,738 $291K 0.04% +266 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: 33 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,849 shares; 2026Q2: 1,853 shares 1,853 $290K 0.04% +4 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 239 shares 239 $286K 0.04% +224 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,327 shares 3,327 $282K 0.04% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,072 shares 2,072 $279K 0.04% new 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: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,218 shares 4,218 $278K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,247 shares; 2025Q1: 1,047 shares; 2025Q2: 1,267 shares; 2025Q3: 773 shares; 2025Q4: 777 shares; 2026Q1: 716 shares; 2026Q2: 1,243 shares 1,243 $274K 0.04% +527 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares; 2026Q1: 1,853 shares; 2026Q2: 1,853 shares 1,853 $269K 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: 1,312 shares; 2024Q4: 1,206 shares; 2025Q1: 715 shares; 2025Q2: 255 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 232 shares 232 $268K 0.04% +222 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: 927 shares; 2024Q4: 896 shares; 2025Q1: 671 shares; 2025Q2: 670 shares; 2025Q3: 660 shares; 2025Q4: 770 shares; 2026Q1: 1,234 shares; 2026Q2: 1,230 shares 1,230 $266K 0.04% -4 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $265K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 66 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $265K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 2,352 shares; 2025Q1: 5,741 shares; 2025Q2: 5,909 shares; 2025Q3: 6,103 shares; 2025Q4: 2,255 shares; 2026Q1: 5,902 shares; 2026Q2: 2,385 shares 2,385 $264K 0.04% -3,517 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473 shares; 2026Q1: 627 shares; 2026Q2: 970 shares 970 $254K 0.04% +343 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570 shares 570 $249K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 1,459 shares; 2025Q1: 2,557 shares; 2025Q2: 2,773 shares; 2025Q3: 2,996 shares; 2025Q4: 2,839 shares; 2026Q1: 1,737 shares; 2026Q2: 1,112 shares 1,112 $249K 0.04% -625 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 19,922 shares; 2025Q2: 14,773 shares; 2025Q3: 14,773 shares; 2025Q4: 19,329 shares; 2026Q1: 19,329 shares; 2026Q2: 26,566 shares 26,566 $245K 0.04% +7,237 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,706 shares; 2024Q4: 2,806 shares; 2025Q1: 3,600 shares; 2025Q2: 3,549 shares; 2025Q3: 3,260 shares; 2025Q4: 2,159 shares; 2026Q1: 2,479 shares; 2026Q2: 1,666 shares 1,666 $245K 0.04% -813 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,212 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 1,670 shares 1,670 $244K 0.04% +1,668 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 586 shares; 2025Q1: 195 shares; 2025Q2: 188 shares; 2025Q3: 78 shares; 2025Q4: 70 shares; 2026Q1: 12 shares; 2026Q2: 672 shares 672 $241K 0.04% +660 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: 780 shares; 2024Q4: 689 shares; 2025Q1: 480 shares; 2025Q2: 651 shares; 2025Q3: 653 shares; 2025Q4: 3,772 shares; 2026Q1: 5,166 shares; 2026Q2: 2,352 shares 2,352 $233K 0.03% -2,814 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 3,259 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,571 shares 3,571 $225K 0.03% +350 Timeline CARLYLE ALPINVEST PRIVAT CARLYLE ALPINVEST PRIVAT More: the full row for CARLYLE ALPINVEST PRIVAT Quarterly shares; oldest to newest; scale is this 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: 13,625 shares 13,625 $225K 0.03% new AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $221K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,882 shares 1,882 $214K 0.03% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $214K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594 shares; 2024Q4: 2,506 shares; 2025Q1: 2,557 shares; 2025Q2: 2,497 shares; 2025Q3: 2,683 shares; 2025Q4: 6,279 shares; 2026Q1: 6,867 shares; 2026Q2: 2,729 shares 2,729 $213K 0.03% -4,138 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $211K 0.03% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 1,183 shares; 2025Q4: 1,572 shares; 2026Q1: 2,049 shares; 2026Q2: 2,304 shares 2,304 $210K 0.03% +255 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 278 shares; 2025Q2: 285 shares; 2025Q3: 692 shares; 2025Q4: 743 shares; 2026Q1: 622 shares; 2026Q2: 1,533 shares 1,533 $208K 0.03% +911 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 2,544 shares; 2025Q1: 2,598 shares; 2025Q2: 2,595 shares; 2025Q3: 2,555 shares; 2025Q4: 2,360 shares; 2026Q1: 1,028 shares; 2026Q2: 744 shares 744 $207K 0.03% -284 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 617 shares; 2025Q1: 238 shares; 2025Q2: 548 shares; 2025Q3: 367 shares; 2025Q4: 19 shares; 2026Q1: 3 shares; 2026Q2: 151 shares 151 $205K 0.03% +148 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: 14,238 shares; 2025Q2: 14,238 shares; 2025Q3: 14,238 shares; 2025Q4: 14,238 shares; 2026Q1: 14,239 shares; 2026Q2: 14,238 shares 14,238 $199K 0.03% -1 Timeline FMCC FEDERAL HOME LN MTG More: the full row for FEDERAL HOME LN MTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,800 shares 32,800 $196K 0.03% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 453 shares; 2026Q1: 1,070 shares; 2026Q2: 1,371 shares 1,371 $195K 0.03% +301 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 361 shares; 2025Q1: 299 shares; 2025Q2: 504 shares; 2025Q3: 359 shares; 2025Q4: 362 shares; 2026Q1: 262 shares; 2026Q2: 264 shares 264 $194K 0.03% +2 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares; 2026Q2: 5,561 shares 5,561 $192K 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares; 2026Q2: 2,091 shares 2,091 $192K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 687 shares 687 $190K 0.03% +483 Timeline FNMA FEDERAL NATL MTG ASS 000000 More: the full row for FEDERAL NATL MTG ASS 000000 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,038 shares; 2026Q1: not reported; 2026Q2: 29,142 shares 29,142 $190K 0.03% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,725 shares; 2025Q3: 3,032 shares; 2025Q4: 2,925 shares; 2026Q1: 3,833 shares; 2026Q2: 4,035 shares 4,035 $189K 0.03% +202 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: 1,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 1,773 shares; 2026Q1: 497 shares; 2026Q2: 4,193 shares 4,193 $179K 0.03% +3,696 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 116 shares; 2025Q3: 162 shares; 2025Q4: 179 shares; 2026Q1: 190 shares; 2026Q2: 307 shares 307 $178K 0.03% +117 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 3,886 shares; 2026Q1: 3,886 shares; 2026Q2: 3,886 shares 3,886 $176K 0.03% 0 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 1,279 shares; 2025Q1: 850 shares; 2025Q2: 782 shares; 2025Q3: 680 shares; 2025Q4: 535 shares; 2026Q1: 4,561 shares; 2026Q2: 5,096 shares 5,096 $175K 0.03% +535 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: 375 shares; 2024Q4: 331 shares; 2025Q1: 3,476 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $156K 0.02% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 71 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,370 shares 1,370 $152K 0.02% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,940 shares; 2026Q2: 1,528 shares 1,528 $144K 0.02% -4,412 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,222 shares 5,222 $144K 0.02% +172 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,309 shares; 2026Q2: 3,309 shares 3,309 $140K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $139K 0.02% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 479 shares 479 $137K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $136K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $133K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 48 shares; 2025Q1: 15 shares; 2025Q2: 3 shares; 2025Q3: 1,270 shares; 2025Q4: 2,947 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $131K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares; 2026Q2: 2,893 shares 2,893 $127K 0.02% 0 Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME TRU… More: the full row for BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,677 shares; 2026Q2: 8,677 shares 8,677 $125K 0.02% 0 SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares; 2026Q1: 1,904 shares; 2026Q2: 1,904 shares 1,904 $124K 0.02% 0 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 24,312 shares 24,312 $123K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $122K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $121K 0.02% 0 Timeline VNQI 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: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $120K 0.02% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 6,681 shares; 2026Q1: 4,659 shares; 2026Q2: 2,819 shares 2,819 $120K 0.02% -1,840 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 579 shares 579 $114K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,072 shares; 2025Q1: 1,431 shares; 2025Q2: 1,786 shares; 2025Q3: 1,151 shares; 2025Q4: 1,412 shares; 2026Q1: 570 shares; 2026Q2: 558 shares 558 $114K 0.02% -12 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $114K 0.02% 0 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: 1,236 shares; 2024Q4: 1,340 shares; 2025Q1: 1,358 shares; 2025Q2: 1,474 shares; 2025Q3: 1,766 shares; 2025Q4: 2,241 shares; 2026Q1: 1,983 shares; 2026Q2: 910 shares 910 $113K 0.02% -1,073 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $111K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 1,100 shares 1,100 $109K 0.02% +583 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 807 shares; 2025Q1: 780 shares; 2025Q2: 875 shares; 2025Q3: 912 shares; 2025Q4: 862 shares; 2026Q1: 707 shares; 2026Q2: 194 shares 194 $109K 0.02% -513 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 833 shares; 2025Q2: 753 shares; 2025Q3: 1,680 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $107K 0.02% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $106K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 316 shares; 2026Q2: 334 shares 334 $105K 0.02% +18 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 687 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $103K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 190 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 50 shares; 2025Q4: 661 shares; 2026Q1: 519 shares; 2026Q2: 246 shares 246 $97.8K 0.01% -273 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 58 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $95.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 674 shares; 2025Q4: 649 shares; 2026Q1: 547 shares; 2026Q2: 178 shares 178 $93.7K 0.01% -369 Timeline LRLCY L'OREAL CO ADR More: the full row for L'OREAL CO ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $93.1K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares; 2026Q2: 1,357 shares 1,357 $92.8K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 457 shares; 2025Q1: 1,120 shares; 2025Q2: 912 shares; 2025Q3: 913 shares; 2025Q4: 825 shares; 2026Q1: 525 shares; 2026Q2: 526 shares 526 $92.6K 0.01% +1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $90.8K 0.01% 0 Timeline AAGIY AIA GROUP LTD SPONSORED ADR HO More: the full row for AIA GROUP LTD SPONSORED ADR HO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $90.1K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 773 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares; 2026Q2: 325 shares 325 $87.4K 0.01% +207 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $86.4K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 138 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 106 shares; 2025Q4: 202 shares; 2026Q1: 345 shares; 2026Q2: 253 shares 253 $86.3K 0.01% -92 Timeline FTXL 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: not reported; 2026Q2: 299 shares 299 $85.2K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 121 shares; 2026Q2: 120 shares 120 $85.2K 0.01% -1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 451 shares; 2025Q2: 443 shares; 2025Q3: 2,688 shares; 2025Q4: 1,727 shares; 2026Q1: 2,026 shares; 2026Q2: 1,180 shares 1,180 $85.1K 0.01% -846 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,361 shares 6,361 $84.5K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $82.7K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $82.2K 0.01% 0 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,435 shares 8,435 $80K 0.01% new 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: 1,430 shares; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 880 shares; 2025Q3: 1,992 shares; 2025Q4: not reported; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $79.8K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 1,143 shares; 2025Q3: 1,185 shares; 2025Q4: 1,233 shares; 2026Q1: 1,051 shares; 2026Q2: 824 shares 824 $79.7K 0.01% -227 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: 20 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 904 shares; 2025Q4: 143 shares; 2026Q1: 178 shares; 2026Q2: 466 shares 466 $79.2K 0.01% +288 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 256 shares; 2026Q2: 481 shares 481 $79K 0.01% +225 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: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 5,723 shares; 2025Q3: 8,875 shares; 2025Q4: 7,819 shares; 2026Q1: 11,020 shares; 2026Q2: 3,747 shares 3,747 $77.6K 0.01% -7,273 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $77K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 456 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $77K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $76K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $75.4K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 750 shares; 2025Q3: 1,130 shares; 2025Q4: 258 shares; 2026Q1: 320 shares; 2026Q2: 333 shares 333 $73.7K 0.01% +13 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: 2,719 shares; 2024Q4: 3,884 shares; 2025Q1: 3,595 shares; 2025Q2: 4,003 shares; 2025Q3: 2,197 shares; 2025Q4: 2,294 shares; 2026Q1: 1,979 shares; 2026Q2: 512 shares 512 $73.3K 0.01% -1,467 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $71.6K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $70.7K 0.01% 0 Timeline INVLW INNVENTURE INC WT EXP 12/31/20 More: the full row for INNVENTURE INC WT EXP 12/31/20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,823 shares 58,823 $70K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $69K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,512 shares; 2024Q4: 26,209 shares; 2025Q1: 8,391 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: 8,391 shares; 2026Q1: 8,391 shares; 2026Q2: 8,391 shares 8,391 $68K 0.01% 0 Timeline QTEC 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $67.9K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $66.7K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 208 shares 208 $66K 0.01% +118 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: 642 shares; 2024Q4: 621 shares; 2025Q1: 1,854 shares; 2025Q2: 1,611 shares; 2025Q3: 1,593 shares; 2025Q4: 769 shares; 2026Q1: 589 shares; 2026Q2: 708 shares 708 $64.9K 0.01% +119 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 141 shares; 2025Q2: 1,970 shares; 2025Q3: 2,072 shares; 2025Q4: 2,074 shares; 2026Q1: 710 shares; 2026Q2: 714 shares 714 $64.6K 0.01% +4 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,373 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares; 2025Q3: 8,373 shares; 2025Q4: 8,373 shares; 2026Q1: 8,373 shares; 2026Q2: 8,373 shares 8,373 $64.3K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $62.6K 0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 23,725 shares 23,725 $61.4K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 45 shares; 2025Q1: 702 shares; 2025Q2: 196 shares; 2025Q3: 126 shares; 2025Q4: 144 shares; 2026Q1: 202 shares; 2026Q2: 516 shares 516 $60.7K 0.01% +314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,342 shares; 2026Q2: 4,342 shares 4,342 $60.4K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $60.1K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 178 shares 178 $58.8K 0.01% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57.4K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $57.2K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $57.1K 0.01% 0 Timeline VMET VERSAMET ROYALTIES CORP More: the full row for VERSAMET ROYALTIES 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: 956 shares; 2026Q2: 4,559 shares 4,559 $56.1K 0.01% +3,603 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $55.2K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY 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: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $55.2K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 3,427 shares; 2025Q1: 2,674 shares; 2025Q2: 1,579 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,277 shares 1,277 $55.1K 0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC 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: not reported; 2026Q2: 10,000 shares 10,000 $54.5K 0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares 1,964 $54.4K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 747 shares; 2026Q2: 868 shares 868 $53.4K 0.01% +121 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: 280 shares; 2026Q2: 280 shares 280 $53.1K 0.01% 0 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $52.8K 0.01% 0 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,881 shares; 2024Q4: 48,738 shares; 2025Q1: 24,896 shares; 2025Q2: 2,709 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $52.7K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 934 shares; 2025Q3: 1,865 shares; 2025Q4: 290 shares; 2026Q1: 382 shares; 2026Q2: 375 shares 375 $52.6K 0.01% -7 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 758 shares; 2025Q3: 738 shares; 2025Q4: 718 shares; 2026Q1: 696 shares; 2026Q2: 680 shares 680 $51.5K 0.01% -16 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: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 289 shares; 2026Q2: 67 shares 67 $50.6K 0.01% -222 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 103 shares; 2025Q4: 203 shares; 2026Q1: not reported; 2026Q2: 223 shares 223 $49.7K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $49.4K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 918 shares; 2025Q1: 979 shares; 2025Q2: 1,101 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 145 shares; 2026Q2: 98 shares 98 $49.1K 0.01% -47 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 6 shares; 2026Q2: 271 shares 271 $48.3K 0.01% +265 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: 488 shares; 2024Q4: 405 shares; 2025Q1: 904 shares; 2025Q2: 422 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $47.6K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $46.4K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $46.3K 0.01% new 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 1,174 shares; 2026Q2: 1,230 shares 1,230 $45.5K 0.01% +56 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $45K 0.01% 0 Timeline YINN 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: 2,092 shares; 2026Q2: 2,092 shares 2,092 $44.9K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 604 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $44.5K 0.01% 0 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: 324 shares; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 134 shares; 2026Q1: 120 shares; 2026Q2: 85 shares 85 $43.8K 0.01% -35 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $43.4K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $43.4K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 260 shares; 2025Q4: 403 shares; 2026Q1: 180 shares; 2026Q2: 166 shares 166 $43.3K 0.01% -14 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $42.5K 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 6,616 shares; 2025Q2: 6,277 shares; 2025Q3: 2,369 shares; 2025Q4: 987 shares; 2026Q1: 1,102 shares; 2026Q2: 407 shares 407 $42.5K 0.01% -695 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $40.7K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 359 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $40.5K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,608 shares; 2025Q2: 3,148 shares; 2025Q3: 3,443 shares; 2025Q4: 2,224 shares; 2026Q1: 7,497 shares; 2026Q2: 1,394 shares 1,394 $39.5K 0.01% -6,103 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 99 shares 99 $39.1K 0.01% new 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: 30 shares; 2024Q4: 19 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 237 shares 237 $38.8K 0.01% +93 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: 130 shares; 2025Q2: 130 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $38.7K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $38.4K 0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares; 2026Q2: 2,993 shares 2,993 $37.5K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 819 shares 819 $37.5K 0.01% +500 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $37.2K 0.01% 0 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: 382 shares; 2024Q4: 364 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $37K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 30 shares; 2026Q2: 4,882 shares 4,882 $36.9K 0.01% +4,852 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,121 shares; 2024Q4: 788,336 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,621 shares 1,621 $36.2K 0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $35.9K 0.01% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $35.4K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $35.1K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669,494 shares; 2024Q4: 7,578 shares; 2025Q1: 128,127 shares; 2025Q2: 138,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares; 2026Q2: 3,127 shares 3,127 $34.1K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 1,787 shares; 2025Q1: 141 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $33.9K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 68 shares 68 $33.8K 0.01% +42 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170 shares 170 $33.5K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 205 shares 205 $33.3K <0.01% -225 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,321 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $32.6K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 39 shares; 2025Q3: 55 shares; 2025Q4: 74 shares; 2026Q1: 91 shares; 2026Q2: 399 shares 399 $32.1K <0.01% +308 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 7,745 shares; 2025Q1: 8,115 shares; 2025Q2: 7,969 shares; 2025Q3: 8,986 shares; 2025Q4: 8,870 shares; 2026Q1: 1,053 shares; 2026Q2: 620 shares 620 $32.1K <0.01% -433 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $31.7K <0.01% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $31.2K <0.01% 0 Timeline VSS 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: 2,051 shares; 2024Q4: 2,699 shares; 2025Q1: 2,838 shares; 2025Q2: 2,729 shares; 2025Q3: 3,070 shares; 2025Q4: 3,032 shares; 2026Q1: 344 shares; 2026Q2: 202 shares 202 $31.2K <0.01% -142 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $30.9K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares; 2026Q2: 343 shares 343 $30.9K <0.01% -375 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 985 shares; 2025Q1: 1,242 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 842 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $30.9K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 627 shares; 2025Q3: 931 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $30.7K <0.01% 0 Timeline RNMBY RHEINMETALL AG UNSPONSORED ADR More: the full row for RHEINMETALL AG UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $30.6K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $30.2K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $30.1K <0.01% 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: 191 shares; 2024Q4: 181 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $29.8K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 65 shares 65 $29.4K <0.01% +40 Timeline CWEB 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: 1,549 shares 1,549 $29.3K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 93 shares 93 $29.1K <0.01% +18 Timeline IWY 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $29.1K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $29K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 599 shares; 2025Q2: 569 shares; 2025Q3: 967 shares; 2025Q4: 921 shares; 2026Q1: 1,190 shares; 2026Q2: 126 shares 126 $28.6K <0.01% -1,064 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 698 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 673 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $28.6K <0.01% 0 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: 0 shares; 2024Q4: 703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $28.1K <0.01% new Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,217 shares; 2025Q1: 2,735 shares; 2025Q2: 2,262 shares; 2025Q3: 1,934 shares; 2025Q4: 1,792 shares; 2026Q1: 1,796 shares; 2026Q2: 1,783 shares 1,783 $28.1K <0.01% -13 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 18,294 shares; 2025Q2: 19,492 shares; 2025Q3: 22,128 shares; 2025Q4: 11,933 shares; 2026Q1: 12,214 shares; 2026Q2: 1,468 shares 1,468 $28.1K <0.01% -10,746 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $27.9K <0.01% 0 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $27.4K <0.01% 0 Timeline FTCB 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: 1,178 shares; 2025Q2: 1,191 shares; 2025Q3: 1,204 shares; 2025Q4: 1,224 shares; 2026Q1: 1,240 shares; 2026Q2: 1,251 shares 1,251 $26.1K <0.01% +11 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $25.3K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $25.2K <0.01% 0 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: 776 shares; 2024Q4: 530 shares; 2025Q1: 771 shares; 2025Q2: 133 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 1,122 shares; 2026Q2: 59 shares 59 $24.5K <0.01% -1,063 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 86 shares 86 $24.3K <0.01% +52 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 130 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $24.2K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 255 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $24.1K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 1,997 shares; 2026Q2: 205 shares 205 $23.9K <0.01% -1,792 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $23.5K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 374 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $23.5K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 2,843 shares; 2026Q2: 290 shares 290 $23.3K <0.01% -2,553 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $23K <0.01% 0 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: 77 shares; 2025Q2: 88 shares; 2025Q3: 148 shares; 2025Q4: 201 shares; 2026Q1: 246 shares; 2026Q2: 235 shares 235 $22.8K <0.01% -11 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $22.8K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 416 shares; 2025Q4: 445 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $22.5K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 575 shares; 2025Q4: 439 shares; 2026Q1: 851 shares; 2026Q2: 89 shares 89 $22.4K <0.01% -762 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.4K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares 2,003 $22.3K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 712 shares 712 $21.4K <0.01% +12 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $21.1K <0.01% 0 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: 1,401 shares; 2024Q4: 1,285 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 2,349 shares; 2026Q2: 210 shares 210 $21.1K <0.01% -2,139 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $20.8K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,000 shares; 2025Q1: 3,668 shares; 2025Q2: 4,125 shares; 2025Q3: 3,294 shares; 2025Q4: 2,560 shares; 2026Q1: 3,437 shares; 2026Q2: 288 shares 288 $20.7K <0.01% -3,149 Timeline SMMV 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: 528 shares; 2025Q2: 528 shares; 2025Q3: 578 shares; 2025Q4: 636 shares; 2026Q1: 408 shares; 2026Q2: 449 shares 449 $20.7K <0.01% +41 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: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $20.6K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $20.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 255 shares; 2026Q1: 242 shares; 2026Q2: 240 shares 240 $20.1K <0.01% -2 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,686 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares 1,061 $20K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $20K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 475 shares; 2025Q4: 503 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $20K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $19.6K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $19.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $19.3K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,203 shares; 2025Q2: 1,112 shares; 2025Q3: 1,634 shares; 2025Q4: 1,746 shares; 2026Q1: 2,323 shares; 2026Q2: 244 shares 244 $19.2K <0.01% -2,079 Timeline BYD Co Ltd Shs H BYD Co Ltd Shs H More: the full row for BYD Co Ltd Shs H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares 2,064 $19.1K <0.01% 0 CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 195 shares; 2025Q4: 207 shares; 2026Q1: 395 shares; 2026Q2: 402 shares 402 $19.1K <0.01% +7 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 163 shares 163 $18.9K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $18.8K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares; 2026Q2: 1,672 shares 1,672 $18.8K <0.01% 0 Timeline CNSWF CONSTELLATION SOFTWARE INC COM More: the full row for CONSTELLATION SOFTWARE INC COM Quarterly shares; oldest to newest; scale is this 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 shares; 2026Q2: 10 shares 10 $18.8K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 5,897 shares; 2025Q2: 7,068 shares; 2025Q3: 887 shares; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $18.6K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares; 2026Q2: 2,749 shares 2,749 $18K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 310 shares; 2025Q4: 329 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $17.8K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $17.8K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $17.8K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 471 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $17.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 175 shares; 2026Q2: 183 shares 183 $17.7K <0.01% +8 Timeline FTSM 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: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $17.4K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,716 shares 1,716 $17.4K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $17.3K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 198 shares 198 $17.1K <0.01% -4 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $16.9K <0.01% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares; 2026Q2: 402 shares 402 $16.9K <0.01% +1 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,117 shares; 2024Q4: 7,405 shares; 2025Q1: 4,162 shares; 2025Q2: 6,686 shares; 2025Q3: 6,000 shares; 2025Q4: 5,960 shares; 2026Q1: 2,584 shares; 2026Q2: 220 shares 220 $16.9K <0.01% -2,364 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $16.7K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 308 shares; 2026Q2: 25 shares 25 $16.7K <0.01% -283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 985 shares; 2026Q1: 1,308 shares; 2026Q2: 134 shares 134 $16.5K <0.01% -1,174 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 416 shares; 2026Q2: 190 shares 190 $16.4K <0.01% -226 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: 3 shares; 2025Q1: 538 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $16.4K <0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $16.3K <0.01% 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $16.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 22,975 shares; 2025Q2: 23,981 shares; 2025Q3: 25,483 shares; 2025Q4: 711 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $16.2K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO 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: 60 shares; 2026Q2: 60 shares 60 $15.5K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $15.4K <0.01% 0 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: 100 shares; 2026Q2: 100 shares 100 $15.3K <0.01% 0 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 326 shares 326 $15.3K <0.01% -34 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares 56 $14.9K <0.01% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 269 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $14.8K <0.01% 0 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814 shares; 2024Q4: 852 shares; 2025Q1: 851 shares; 2025Q2: 849 shares; 2025Q3: 847 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 868 shares 868 $14.8K <0.01% -1 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $14.8K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 69 shares; 2025Q3: 139 shares; 2025Q4: 162 shares; 2026Q1: 64 shares; 2026Q2: 60 shares 60 $14.7K <0.01% -4 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 95 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $14.7K <0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 203 shares; 2026Q2: 107 shares 107 $14.3K <0.01% -96 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14.1K <0.01% 0 Timeline MMTM 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: 57 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $14.1K <0.01% 0 Timeline ADYEY ADYEN N V (NETHERLANDS) More: the full row for ADYEN N V (NETHERLANDS) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $14K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $13.8K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $13.8K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares; 2026Q2: 1,372 shares 1,372 $13.8K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 1,976 shares; 2025Q1: 2,037 shares; 2025Q2: 885 shares; 2025Q3: 954 shares; 2025Q4: 846 shares; 2026Q1: 794 shares; 2026Q2: 47 shares 47 $13.7K <0.01% -747 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 210 shares; 2025Q4: 221 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $13.6K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,090 shares 14,090 $13.5K <0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $13.4K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 3,854 shares; 2025Q1: 1,318 shares; 2025Q2: 1,275 shares; 2025Q3: 1,216 shares; 2025Q4: 2,527 shares; 2026Q1: 2,538 shares; 2026Q2: 146 shares 146 $13.4K <0.01% -2,392 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $13.3K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 164 shares 164 $13.2K <0.01% -13 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $13K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $12.9K <0.01% 0 Timeline