VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013,771 shares; 2024Q4: 1,086,820 shares; 2025Q1: 1,087,425 shares; 2025Q2: 1,149,310 shares; 2025Q3: 1,174,268 shares; 2025Q4: 1,310,153 shares; 2026Q1: 1,431,950 shares; 2026Q2: 1,498,238 shares 1,498,238 $74.6M 13.88% +66,288 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064,777 shares; 2024Q4: 1,049,078 shares; 2025Q1: 1,050,770 shares; 2025Q2: 997,292 shares; 2025Q3: 976,565 shares; 2025Q4: 952,318 shares; 2026Q1: 917,970 shares; 2026Q2: 902,866 shares 902,866 $64.3M 11.97% -15,104 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: 62,837 shares; 2024Q4: 61,700 shares; 2025Q1: 61,700 shares; 2025Q2: 71,515 shares; 2025Q3: 70,013 shares; 2025Q4: 69,877 shares; 2026Q1: 68,918 shares; 2026Q2: 70,432 shares 70,432 $48.4M 9% +1,514 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: 17,959 shares; 2024Q4: 151,769 shares; 2025Q1: 152,224 shares; 2025Q2: 311,953 shares; 2025Q3: 335,486 shares; 2025Q4: 369,840 shares; 2026Q1: 412,871 shares; 2026Q2: 457,003 shares 457,003 $38.3M 7.12% +44,132 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: 119,599 shares; 2024Q4: 140,472 shares; 2025Q1: 140,708 shares; 2025Q2: 167,618 shares; 2025Q3: 167,396 shares; 2025Q4: 162,867 shares; 2026Q1: 157,831 shares; 2026Q2: 155,392 shares 155,392 $30.7M 5.71% -2,439 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,571 shares; 2024Q4: 164,357 shares; 2025Q1: 164,433 shares; 2025Q2: 171,709 shares; 2025Q3: 168,823 shares; 2025Q4: 171,822 shares; 2026Q1: 174,887 shares; 2026Q2: 175,650 shares 175,650 $27.8M 5.17% +763 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,285 shares; 2024Q4: 591,441 shares; 2025Q1: 591,893 shares; 2025Q2: 635,447 shares; 2025Q3: 664,604 shares; 2025Q4: 534,390 shares; 2026Q1: 550,277 shares; 2026Q2: 570,842 shares 570,842 $27.6M 5.14% +20,565 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,767 shares; 2024Q4: 86,829 shares; 2025Q1: 86,929 shares; 2025Q2: 94,436 shares; 2025Q3: 94,038 shares; 2025Q4: 95,662 shares; 2026Q1: 94,971 shares; 2026Q2: 95,456 shares 95,456 $23.2M 4.32% +485 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: 58,669 shares; 2024Q4: 55,418 shares; 2025Q1: 55,418 shares; 2025Q2: 55,926 shares; 2025Q3: 53,574 shares; 2025Q4: 52,512 shares; 2026Q1: 53,879 shares; 2026Q2: 55,297 shares 55,297 $20.5M 3.81% +1,418 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: 41,089 shares; 2024Q4: 40,638 shares; 2025Q1: 40,638 shares; 2025Q2: 38,897 shares; 2025Q3: 39,805 shares; 2025Q4: 44,854 shares; 2026Q1: 49,233 shares; 2026Q2: 214,461 shares 214,461 $17.3M 3.22% +165,228 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: 11,903 shares; 2024Q4: 14,148 shares; 2025Q1: 14,165 shares; 2025Q2: 19,070 shares; 2025Q3: 19,934 shares; 2025Q4: 23,312 shares; 2026Q1: 25,954 shares; 2026Q2: 165,513 shares 165,513 $14.3M 2.65% +139,559 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,813 shares; 2024Q4: 310,246 shares; 2025Q1: 310,246 shares; 2025Q2: 299,996 shares; 2025Q3: 291,394 shares; 2025Q4: 278,926 shares; 2026Q1: 264,087 shares; 2026Q2: 256,434 shares 256,434 $11.4M 2.12% -7,653 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,316 shares; 2024Q4: 139,869 shares; 2025Q1: 139,969 shares; 2025Q2: 144,576 shares; 2025Q3: 144,511 shares; 2025Q4: 97,860 shares; 2026Q1: 97,399 shares; 2026Q2: 95,604 shares 95,604 $9.22M 1.72% -1,795 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,543 shares; 2024Q4: 92,261 shares; 2025Q1: 92,261 shares; 2025Q2: 84,612 shares; 2025Q3: 87,886 shares; 2025Q4: 82,132 shares; 2026Q1: 79,227 shares; 2026Q2: 71,928 shares 71,928 $7.25M 1.35% -7,299 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: 91,638 shares; 2024Q4: 90,169 shares; 2025Q1: 90,169 shares; 2025Q2: 85,956 shares; 2025Q3: 83,736 shares; 2025Q4: 80,217 shares; 2026Q1: 74,897 shares; 2026Q2: 73,959 shares 73,959 $7.14M 1.33% -938 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: 4,746 shares; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 9,863 shares; 2025Q3: 29,708 shares; 2025Q4: 29,744 shares; 2026Q1: 29,683 shares; 2026Q2: 28,543 shares 28,543 $5.71M 1.06% -1,140 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: 15,405 shares; 2024Q4: 16,392 shares; 2025Q1: 16,434 shares; 2025Q2: 18,645 shares; 2025Q3: 18,309 shares; 2025Q4: 18,976 shares; 2026Q1: 17,921 shares; 2026Q2: 18,123 shares 18,123 $5.24M 0.98% +202 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: 1,815 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,324 shares; 2025Q3: 1,389 shares; 2025Q4: 13,190 shares; 2026Q1: 13,648 shares; 2026Q2: 13,792 shares 13,792 $5.08M 0.95% +144 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 609 shares; 2025Q3: 1,130 shares; 2025Q4: 19,769 shares; 2026Q1: 34,724 shares; 2026Q2: 47,139 shares 47,139 $3.77M 0.7% +12,415 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,100 shares; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 46,472 shares; 2026Q1: 47,089 shares; 2026Q2: 47,089 shares 47,089 $3.58M 0.67% 0 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: 113,447 shares; 2024Q4: 110,952 shares; 2025Q1: 110,952 shares; 2025Q2: 108,403 shares; 2025Q3: 105,542 shares; 2025Q4: 104,356 shares; 2026Q1: 102,289 shares; 2026Q2: 96,078 shares 96,078 $3.07M 0.57% -6,211 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: 82,737 shares; 2024Q4: 79,030 shares; 2025Q1: 79,030 shares; 2025Q2: 66,295 shares; 2025Q3: 61,357 shares; 2025Q4: 56,652 shares; 2026Q1: 51,879 shares; 2026Q2: 51,314 shares 51,314 $3.06M 0.57% -565 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: 3,186 shares; 2024Q4: 2,986 shares; 2025Q1: 2,986 shares; 2025Q2: 5,238 shares; 2025Q3: 5,830 shares; 2025Q4: 6,134 shares; 2026Q1: 6,381 shares; 2026Q2: 6,612 shares 6,612 $2.78M 0.52% +231 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: 13,347 shares; 2024Q4: 13,366 shares; 2025Q1: 13,372 shares; 2025Q2: 12,851 shares; 2025Q3: 12,857 shares; 2025Q4: 12,858 shares; 2026Q1: 12,658 shares; 2026Q2: 12,690 shares 12,690 $2.75M 0.51% +32 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,300 shares; 2024Q4: 45,846 shares; 2025Q1: 45,846 shares; 2025Q2: 33,997 shares; 2025Q3: 34,362 shares; 2025Q4: 33,211 shares; 2026Q1: 32,837 shares; 2026Q2: 32,891 shares 32,891 $2.56M 0.48% +54 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: 6,076 shares; 2024Q4: 6,967 shares; 2025Q1: 7,332 shares; 2025Q2: 8,575 shares; 2025Q3: 9,439 shares; 2025Q4: 11,239 shares; 2026Q1: 10,164 shares; 2026Q2: 10,527 shares 10,527 $2.51M 0.47% +363 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: 4,612 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,962 shares; 2025Q3: 5,375 shares; 2025Q4: 5,656 shares; 2026Q1: 5,070 shares; 2026Q2: 4,728 shares 4,728 $2.37M 0.44% -342 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: 3,896 shares; 2024Q4: 4,447 shares; 2025Q1: 4,456 shares; 2025Q2: 4,978 shares; 2025Q3: 4,967 shares; 2025Q4: 4,659 shares; 2026Q1: 5,610 shares; 2026Q2: 5,927 shares 5,927 $2.21M 0.41% +317 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,034 shares; 2024Q4: 19,506 shares; 2025Q1: 19,506 shares; 2025Q2: 18,221 shares; 2025Q3: 17,303 shares; 2025Q4: 17,088 shares; 2026Q1: 16,981 shares; 2026Q2: 16,686 shares 16,686 $2.19M 0.41% -295 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,117 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 13,903 shares; 2025Q3: 13,903 shares; 2025Q4: 13,903 shares; 2026Q1: 13,728 shares; 2026Q2: 13,873 shares 13,873 $2.06M 0.38% +145 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: 3,196 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 4,527 shares; 2025Q3: 4,479 shares; 2025Q4: 4,541 shares; 2026Q1: 4,669 shares; 2026Q2: 5,248 shares 5,248 $1.88M 0.35% +579 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,070 shares; 2024Q4: 81,321 shares; 2025Q1: 81,321 shares; 2025Q2: 79,902 shares; 2025Q3: 79,075 shares; 2025Q4: 76,692 shares; 2026Q1: 64,401 shares; 2026Q2: 51,680 shares 51,680 $1.75M 0.33% -12,721 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: 59,366 shares; 2024Q4: 59,304 shares; 2025Q1: 59,304 shares; 2025Q2: 54,809 shares; 2025Q3: 56,409 shares; 2025Q4: 57,809 shares; 2026Q1: 47,669 shares; 2026Q2: 47,669 shares 47,669 $1.75M 0.33% 0 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: 8,259 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 6,699 shares; 2025Q3: 6,627 shares; 2025Q4: 6,580 shares; 2026Q1: 6,392 shares; 2026Q2: 6,341 shares 6,341 $1.39M 0.26% -51 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,153 shares; 2024Q4: 66,329 shares; 2025Q1: 66,329 shares; 2025Q2: 63,936 shares; 2025Q3: 60,446 shares; 2025Q4: 59,124 shares; 2026Q1: 58,784 shares; 2026Q2: 58,784 shares 58,784 $1.36M 0.25% 0 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: 1,439 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,445 shares; 2025Q3: 1,498 shares; 2025Q4: 1,669 shares; 2026Q1: 1,501 shares; 2026Q2: 1,752 shares 1,752 $1.31M 0.24% +251 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,841 shares; 2025Q3: 2,843 shares; 2025Q4: 1,320 shares; 2026Q1: 25,348 shares; 2026Q2: 37,432 shares 37,432 $1.27M 0.24% +12,084 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 16,741 shares; 2025Q1: 16,741 shares; 2025Q2: 16,526 shares; 2025Q3: 15,663 shares; 2025Q4: 15,311 shares; 2026Q1: 15,319 shares; 2026Q2: 15,111 shares 15,111 $1.11M 0.21% -208 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: 15,398 shares; 2024Q4: 15,419 shares; 2025Q1: 15,419 shares; 2025Q2: 11,262 shares; 2025Q3: 11,061 shares; 2025Q4: 10,183 shares; 2026Q1: 10,006 shares; 2026Q2: 10,010 shares 10,010 $990K 0.18% +4 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: 935 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 984 shares; 2025Q3: 964 shares; 2025Q4: 677 shares; 2026Q1: 666 shares; 2026Q2: 2,448 shares 2,448 $973K 0.18% +1,782 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: 727 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 945 shares; 2025Q3: 795 shares; 2025Q4: 923 shares; 2026Q1: 725 shares; 2026Q2: 822 shares 822 $948K 0.18% +97 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: 701 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 734 shares; 2025Q3: 701 shares; 2025Q4: 745 shares; 2026Q1: 727 shares; 2026Q2: 772 shares 772 $925K 0.17% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,905 shares 16,905 $780K 0.15% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,965 shares; 2025Q3: 2,168 shares; 2025Q4: 1,972 shares; 2026Q1: 1,764 shares; 2026Q2: 1,965 shares 1,965 $742K 0.14% +201 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,482 shares; 2024Q4: 14,253 shares; 2025Q1: 14,253 shares; 2025Q2: 16,634 shares; 2025Q3: 15,950 shares; 2025Q4: 15,858 shares; 2026Q1: 12,365 shares; 2026Q2: 14,438 shares 14,438 $725K 0.13% +2,073 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: 3,614 shares; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 3,944 shares; 2025Q3: 4,144 shares; 2025Q4: 4,134 shares; 2026Q1: 4,215 shares; 2026Q2: 4,306 shares 4,306 $713K 0.13% +91 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,004 shares; 2025Q1: 8,004 shares; 2025Q2: 6,935 shares; 2025Q3: 6,961 shares; 2025Q4: 6,243 shares; 2026Q1: 6,433 shares; 2026Q2: 5,123 shares 5,123 $696K 0.13% -1,310 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: 1,003 shares; 2024Q4: 1,197 shares; 2025Q1: 1,277 shares; 2025Q2: 1,215 shares; 2025Q3: 1,308 shares; 2025Q4: 1,298 shares; 2026Q1: 1,181 shares; 2026Q2: 1,201 shares 1,201 $676K 0.13% +20 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,239 shares; 2025Q3: 3,226 shares; 2025Q4: 3,234 shares; 2026Q1: 3,238 shares; 2026Q2: 2,740 shares 2,740 $648K 0.12% -498 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: 4,648 shares; 2024Q4: 6,469 shares; 2025Q1: 6,469 shares; 2025Q2: 5,446 shares; 2025Q3: 5,469 shares; 2025Q4: 5,353 shares; 2026Q1: 5,706 shares; 2026Q2: 5,703 shares 5,703 $645K 0.12% -3 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,783 shares; 2024Q4: 9,783 shares; 2025Q1: 9,783 shares; 2025Q2: 9,783 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,783 shares; 2026Q2: 9,783 shares 9,783 $577K 0.11% 0 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: 7,435 shares; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 7,009 shares; 2026Q1: 6,860 shares; 2026Q2: 7,265 shares 7,265 $560K 0.1% +405 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: 539 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 1,056 shares; 2025Q3: 1,106 shares; 2025Q4: 959 shares; 2026Q1: 750 shares; 2026Q2: 748 shares 748 $550K 0.1% -2 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,108 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 5,754 shares; 2025Q3: 4,535 shares; 2025Q4: 3,401 shares; 2026Q1: 3,426 shares; 2026Q2: 3,619 shares 3,619 $543K 0.1% +193 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: 53,725 shares; 2024Q4: 53,860 shares; 2025Q1: 53,860 shares; 2025Q2: 50,300 shares; 2025Q3: 48,326 shares; 2025Q4: 35,466 shares; 2026Q1: 30,719 shares; 2026Q2: 28,446 shares 28,446 $543K 0.1% -2,273 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: 440 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 1,739 shares; 2025Q3: 1,618 shares; 2025Q4: 1,575 shares; 2026Q1: 1,599 shares; 2026Q2: 1,578 shares 1,578 $541K 0.1% -21 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $510K 0.09% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,413 shares; 2024Q4: 6,413 shares; 2025Q1: 6,413 shares; 2025Q2: 6,418 shares; 2025Q3: 6,418 shares; 2025Q4: 6,426 shares; 2026Q1: 6,426 shares; 2026Q2: 6,433 shares 6,433 $459K 0.09% +7 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 13,859 shares; 2026Q2: 13,968 shares 13,968 $442K 0.08% +109 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: 800 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,081 shares; 2025Q3: 1,161 shares; 2025Q4: 941 shares; 2026Q1: 1,586 shares; 2026Q2: 1,663 shares 1,663 $422K 0.08% +77 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,063 shares 10,063 $420K 0.08% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 324 shares; 2025Q3: 339 shares; 2025Q4: 256 shares; 2026Q1: 440 shares; 2026Q2: 3,521 shares 3,521 $420K 0.08% +3,081 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: 8,040 shares; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 8,080 shares; 2025Q3: 7,076 shares; 2025Q4: 7,076 shares; 2026Q1: 7,076 shares; 2026Q2: 7,076 shares 7,076 $411K 0.08% 0 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: 14,018 shares; 2024Q4: 8,288 shares; 2025Q1: 8,288 shares; 2025Q2: 12,411 shares; 2025Q3: 5,642 shares; 2025Q4: 5,638 shares; 2026Q1: 4,671 shares; 2026Q2: 4,797 shares 4,797 $396K 0.07% +126 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,437 shares; 2025Q3: 8,437 shares; 2025Q4: 8,437 shares; 2026Q1: 8,437 shares; 2026Q2: 8,437 shares 8,437 $393K 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,776 shares; 2025Q4: 1,784 shares; 2026Q1: 1,789 shares; 2026Q2: 1,787 shares 1,787 $392K 0.07% -2 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: 2,292 shares 2,292 $391K 0.07% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,446 shares; 2024Q4: 4,791 shares; 2025Q1: 4,791 shares; 2025Q2: 4,387 shares; 2025Q3: 4,413 shares; 2025Q4: 4,371 shares; 2026Q1: 5,045 shares; 2026Q2: 4,499 shares 4,499 $376K 0.07% -546 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: 717 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 708 shares; 2025Q3: 725 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 743 shares 743 $372K 0.07% +16 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,923 shares 2,923 $364K 0.07% new Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 7,081 shares; 2025Q1: 7,081 shares; 2025Q2: 5,685 shares; 2025Q3: 5,685 shares; 2025Q4: 5,693 shares; 2026Q1: 5,660 shares; 2026Q2: 5,673 shares 5,673 $361K 0.07% +13 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: 249 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 350 shares; 2025Q3: 497 shares; 2025Q4: 644 shares; 2026Q1: 801 shares; 2026Q2: 866 shares 866 $359K 0.07% +65 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: 3,610 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares; 2026Q2: 3,610 shares 3,610 $348K 0.06% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,708 shares; 2026Q1: 2,552 shares; 2026Q2: 2,552 shares 2,552 $348K 0.06% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,949 shares; 2024Q4: 13,964 shares; 2025Q1: 13,964 shares; 2025Q2: 10,652 shares; 2025Q3: 10,179 shares; 2025Q4: 5,455 shares; 2026Q1: 4,274 shares; 2026Q2: 3,066 shares 3,066 $346K 0.06% -1,208 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: 1,756 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 2,169 shares; 2025Q3: 2,306 shares; 2025Q4: 2,351 shares; 2026Q1: 2,432 shares; 2026Q2: 2,466 shares 2,466 $344K 0.06% +34 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 139 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 6,721 shares 6,721 $340K 0.06% +6,713 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: 686 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,027 shares; 2025Q3: 1,136 shares; 2025Q4: 854 shares; 2026Q1: 845 shares; 2026Q2: 1,010 shares 1,010 $330K 0.06% +165 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 585 shares; 2026Q1: 502 shares; 2026Q2: 1,550 shares 1,550 $329K 0.06% +1,048 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,344 shares; 2025Q3: 2,361 shares; 2025Q4: 2,357 shares; 2026Q1: 3,113 shares; 2026Q2: 3,137 shares 3,137 $326K 0.06% +24 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: 6,613 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 3,156 shares; 2025Q3: 3,131 shares; 2025Q4: 2,652 shares; 2026Q1: 1,683 shares; 2026Q2: 3,924 shares 3,924 $325K 0.06% +2,241 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: 2,005 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,568 shares; 2025Q3: 1,732 shares; 2025Q4: 1,582 shares; 2026Q1: 1,606 shares; 2026Q2: 1,637 shares 1,637 $310K 0.06% +31 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: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978 $309K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 1,588 shares 1,588 $302K 0.06% +1,342 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 8,043 shares; 2025Q3: 8,044 shares; 2025Q4: 8,046 shares; 2026Q1: 8,046 shares; 2026Q2: 8,046 shares 8,046 $296K 0.06% 0 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: 519 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 2,106 shares; 2025Q3: 1,931 shares; 2025Q4: 1,469 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $295K 0.05% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 2,587 shares; 2025Q3: 6,981 shares; 2025Q4: 7,072 shares; 2026Q1: 7,112 shares; 2026Q2: 6,320 shares 6,320 $293K 0.05% -792 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: 2,560 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,629 shares; 2026Q1: 2,643 shares; 2026Q2: 2,647 shares 2,647 $292K 0.05% +4 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: 618 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 485 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 3,761 shares; 2026Q2: 3,322 shares 3,322 $291K 0.05% -439 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: 886 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 852 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $286K 0.05% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 8,347 shares; 2025Q1: 8,347 shares; 2025Q2: 8,330 shares; 2025Q3: 7,624 shares; 2025Q4: 7,661 shares; 2026Q1: 6,806 shares; 2026Q2: 6,912 shares 6,912 $285K 0.05% +106 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares; 2026Q2: 2,745 shares 2,745 $285K 0.05% -104 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares; 2026Q2: 5,140 shares 5,140 $277K 0.05% 0 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: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 310 shares; 2025Q3: 359 shares; 2025Q4: 362 shares; 2026Q1: 364 shares; 2026Q2: 367 shares 367 $274K 0.05% +3 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $274K 0.05% 0 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: 288 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 314 shares; 2025Q3: 418 shares; 2025Q4: 419 shares; 2026Q1: 427 shares; 2026Q2: 257 shares 257 $273K 0.05% -170 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: 2,071 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 1,603 shares; 2025Q3: 1,672 shares; 2025Q4: 1,868 shares; 2026Q1: 1,956 shares; 2026Q2: 2,071 shares 2,071 $266K 0.05% +115 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: 1,785 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,781 shares; 2026Q1: 1,820 shares; 2026Q2: 1,894 shares 1,894 $265K 0.05% +74 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $264K 0.05% 0 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: 571 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 565 shares; 2025Q4: 539 shares; 2026Q1: 785 shares; 2026Q2: 747 shares 747 $263K 0.05% -38 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,856 shares; 2025Q1: 4,856 shares; 2025Q2: 4,864 shares; 2025Q3: 4,870 shares; 2025Q4: 4,874 shares; 2026Q1: 4,876 shares; 2026Q2: 4,881 shares 4,881 $262K 0.05% +5 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: 493 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 2,722 shares; 2025Q3: 1,433 shares; 2025Q4: 2,877 shares; 2026Q1: 2,246 shares; 2026Q2: 2,185 shares 2,185 $254K 0.05% -61 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 283 shares; 2025Q4: 383 shares; 2026Q1: 388 shares; 2026Q2: 2,052 shares 2,052 $254K 0.05% +1,664 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: 406 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 722 shares; 2026Q1: 599 shares; 2026Q2: 587 shares 587 $250K 0.05% -12 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: 1,279 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,497 shares; 2025Q3: 1,503 shares; 2025Q4: 1,518 shares; 2026Q1: 1,847 shares; 2026Q2: 2,047 shares 2,047 $240K 0.04% +200 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: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 4,081 shares; 2026Q1: 4,111 shares; 2026Q2: 4,111 shares 4,111 $239K 0.04% 0 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: 149 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 218 shares; 2025Q3: 356 shares; 2025Q4: 289 shares; 2026Q1: 384 shares; 2026Q2: 409 shares 409 $237K 0.04% +25 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,091 shares; 2024Q4: 37,091 shares; 2025Q1: 37,091 shares; 2025Q2: 37,091 shares; 2025Q3: 37,091 shares; 2025Q4: 28,905 shares; 2026Q1: 28,905 shares; 2026Q2: 27,937 shares 27,937 $233K 0.04% -968 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 806 shares; 2025Q3: 818 shares; 2025Q4: 814 shares; 2026Q1: 1,361 shares; 2026Q2: 1,376 shares 1,376 $232K 0.04% +15 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: 4,142 shares; 2024Q4: 4,142 shares; 2025Q1: 4,142 shares; 2025Q2: 4,142 shares; 2025Q3: 4,142 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 2,270 shares 2,270 $232K 0.04% -780 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,893 shares 4,893 $228K 0.04% new 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: 233 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 602 shares; 2025Q3: 589 shares; 2025Q4: 601 shares; 2026Q1: 602 shares; 2026Q2: 623 shares 623 $225K 0.04% +21 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: 397 shares; 2024Q4: 607 shares; 2025Q1: 681 shares; 2025Q2: 842 shares; 2025Q3: 864 shares; 2025Q4: 644 shares; 2026Q1: 796 shares; 2026Q2: 815 shares 815 $220K 0.04% +19 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: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 2,852 shares 2,852 $216K 0.04% +2,543 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 601 shares; 2026Q1: 855 shares; 2026Q2: 1,841 shares 1,841 $215K 0.04% +986 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: 674 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 693 shares; 2025Q3: 698 shares; 2025Q4: 565 shares; 2026Q1: 583 shares; 2026Q2: 605 shares 605 $204K 0.04% +22 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,951 shares; 2026Q2: 3,647 shares 3,647 $200K 0.04% -304 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: 99 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 240 shares; 2025Q3: 238 shares; 2025Q4: 182 shares; 2026Q1: 202 shares; 2026Q2: 212 shares 212 $198K 0.04% +10 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,073 shares; 2024Q4: 10,124 shares; 2025Q1: 10,124 shares; 2025Q2: 10,157 shares; 2025Q3: 10,220 shares; 2025Q4: 10,237 shares; 2026Q1: 11,057 shares; 2026Q2: 11,084 shares 11,084 $198K 0.04% +27 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: 208 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 217 shares; 2025Q3: 241 shares; 2025Q4: 257 shares; 2026Q1: 264 shares; 2026Q2: 260 shares 260 $196K 0.04% -4 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,039 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,582 shares; 2026Q2: 3,582 shares 3,582 $192K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,935 shares; 2025Q3: 1,919 shares; 2025Q4: 2,122 shares; 2026Q1: 3,194 shares; 2026Q2: 3,197 shares 3,197 $188K 0.03% +3 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: 1,957 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 2,237 shares; 2025Q3: 2,245 shares; 2025Q4: 2,223 shares; 2026Q1: 2,407 shares; 2026Q2: 2,542 shares 2,542 $182K 0.03% +135 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,168 shares; 2026Q1: 1,960 shares; 2026Q2: 5,276 shares 5,276 $182K 0.03% +3,316 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $171K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 351 shares; 2025Q3: 356 shares; 2025Q4: 370 shares; 2026Q1: 541 shares; 2026Q2: 599 shares 599 $168K 0.03% +58 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: 734 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 758 shares; 2025Q3: 744 shares; 2025Q4: 681 shares; 2026Q1: 697 shares; 2026Q2: 743 shares 743 $166K 0.03% +46 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 4,077 shares; 2025Q3: 4,617 shares; 2025Q4: 4,617 shares; 2026Q1: 4,617 shares; 2026Q2: 4,617 shares 4,617 $166K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 501 shares; 2025Q4: 494 shares; 2026Q1: 522 shares; 2026Q2: 560 shares 560 $166K 0.03% +38 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: 1,249 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $166K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,017 shares; 2025Q3: 1,287 shares; 2025Q4: 1,276 shares; 2026Q1: 1,107 shares; 2026Q2: 608 shares 608 $165K 0.03% -499 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: 138 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 191 shares; 2025Q3: 197 shares; 2025Q4: 203 shares; 2026Q1: 222 shares; 2026Q2: 647 shares 647 $165K 0.03% +425 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,564 shares; 2025Q3: 1,722 shares; 2025Q4: 1,795 shares; 2026Q1: 1,804 shares; 2026Q2: 2,025 shares 2,025 $164K 0.03% +221 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 2,289 shares; 2026Q1: 5,535 shares; 2026Q2: 5,535 shares 5,535 $162K 0.03% 0 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: 1,912 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,959 shares; 2025Q3: 1,687 shares; 2025Q4: 1,632 shares; 2026Q1: 1,466 shares; 2026Q2: 1,356 shares 1,356 $161K 0.03% -110 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: 269 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 336 shares; 2025Q3: 167 shares; 2025Q4: 1,864 shares; 2026Q1: 2,117 shares; 2026Q2: 2,159 shares 2,159 $154K 0.03% +42 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: 1,140 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares; 2025Q4: 1,133 shares; 2026Q1: 1,152 shares; 2026Q2: 1,148 shares 1,148 $148K 0.03% -4 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 171 shares; 2025Q3: 159 shares; 2025Q4: 208 shares; 2026Q1: 177 shares; 2026Q2: 203 shares 203 $146K 0.03% +26 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,331 shares 1,331 $146K 0.03% -110 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: 270 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 278 shares; 2025Q3: 275 shares; 2025Q4: 271 shares; 2026Q1: 281 shares; 2026Q2: 286 shares 286 $145K 0.03% +5 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 2,039 shares; 2025Q3: 2,132 shares; 2025Q4: 2,088 shares; 2026Q1: 2,266 shares; 2026Q2: 2,516 shares 2,516 $143K 0.03% +250 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: 83 shares; 2025Q1: 83 shares; 2025Q2: 127 shares; 2025Q3: 515 shares; 2025Q4: 534 shares; 2026Q1: 259 shares; 2026Q2: 332 shares 332 $143K 0.03% +73 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,780 shares 2,780 $143K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,033 shares; 2025Q3: 1,358 shares; 2025Q4: 1,051 shares; 2026Q1: 1,375 shares; 2026Q2: 1,399 shares 1,399 $142K 0.03% +24 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 492 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $141K 0.03% 0 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: 110 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 164 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 315 shares; 2026Q2: 368 shares 368 $137K 0.03% +53 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: 440 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 756 shares; 2025Q3: 438 shares; 2025Q4: 414 shares; 2026Q1: 891 shares; 2026Q2: 919 shares 919 $134K 0.02% +28 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,028 shares 6,028 $134K 0.02% new 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: 157 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 158 shares; 2025Q3: 223 shares; 2025Q4: 300 shares; 2026Q1: 251 shares; 2026Q2: 262 shares 262 $134K 0.02% +11 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 1,459 shares; 2025Q3: 1,458 shares; 2025Q4: 1,413 shares; 2026Q1: 1,422 shares; 2026Q2: 1,467 shares 1,467 $133K 0.02% +45 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: 33 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 67 shares; 2025Q3: 90 shares; 2025Q4: 65 shares; 2026Q1: 103 shares; 2026Q2: 113 shares 113 $132K 0.02% +10 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: 27 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 4,821 shares; 2025Q3: 4,839 shares; 2025Q4: 4,785 shares; 2026Q1: 1,142 shares; 2026Q2: 1,132 shares 1,132 $130K 0.02% -10 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: 181 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 289 shares; 2025Q3: 287 shares; 2025Q4: 242 shares; 2026Q1: 1,239 shares; 2026Q2: 1,348 shares 1,348 $129K 0.02% +109 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: 335 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 462 shares; 2025Q3: 476 shares; 2025Q4: 469 shares; 2026Q1: 397 shares; 2026Q2: 504 shares 504 $126K 0.02% +107 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 181 shares; 2025Q3: 174 shares; 2025Q4: 183 shares; 2026Q1: 189 shares; 2026Q2: 200 shares 200 $126K 0.02% +11 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,635 shares 3,635 $125K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,059 shares 3,059 $123K 0.02% new 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: 21 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 34 shares; 2026Q2: 402 shares 402 $121K 0.02% +368 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,050 shares 1,050 $119K 0.02% -6 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 293 shares; 2025Q3: 292 shares; 2025Q4: 282 shares; 2026Q1: 292 shares; 2026Q2: 284 shares 284 $117K 0.02% -8 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $116K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 1,957 shares; 2025Q3: 1,959 shares; 2025Q4: 1,902 shares; 2026Q1: 2,189 shares; 2026Q2: 2,434 shares 2,434 $115K 0.02% +245 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: 139 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 190 shares; 2025Q3: 187 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 223 shares 223 $114K 0.02% +26 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $113K 0.02% new 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: 561 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 619 shares; 2025Q3: 642 shares; 2025Q4: 664 shares; 2026Q1: 686 shares; 2026Q2: 733 shares 733 $111K 0.02% +47 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,223 shares; 2025Q3: 1 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $109K 0.02% 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: 86 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 216 shares; 2025Q3: 214 shares; 2025Q4: 217 shares; 2026Q1: 347 shares; 2026Q2: 320 shares 320 $109K 0.02% -27 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: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,222 shares; 2025Q3: 1,204 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares; 2026Q2: 1,232 shares 1,232 $109K 0.02% +9 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: 999 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,020 shares; 2025Q3: 1,027 shares; 2025Q4: 993 shares; 2026Q1: 990 shares; 2026Q2: 1,123 shares 1,123 $108K 0.02% +133 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: 1,960 shares; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares; 2026Q2: 3,920 shares 3,920 $108K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 562 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 525 shares; 2026Q2: 472 shares 472 $106K 0.02% -53 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: 2,748 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,772 shares; 2025Q3: 2,780 shares; 2025Q4: 2,787 shares; 2026Q1: 3,382 shares; 2026Q2: 2,800 shares 2,800 $103K 0.02% -582 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 498 shares; 2025Q3: 494 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 503 shares 503 $103K 0.02% +13 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 2,935 shares; 2025Q3: 1,366 shares; 2025Q4: 2,736 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $100K 0.02% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 784 shares; 2026Q2: 784 shares 784 $100K 0.02% 0 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: 429 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 455 shares; 2025Q3: 475 shares; 2025Q4: 468 shares; 2026Q1: 470 shares; 2026Q2: 443 shares 443 $97K 0.02% -27 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 74 shares; 2025Q3: 116 shares; 2025Q4: 115 shares; 2026Q1: 2,121 shares; 2026Q2: 2,204 shares 2,204 $97K 0.02% +83 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $95K 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 2,551 shares; 2026Q2: 1,792 shares 1,792 $92K 0.02% -759 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,561 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares; 2025Q4: 6,161 shares; 2026Q1: 6,161 shares; 2026Q2: 6,161 shares 6,161 $91K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 659 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 182 shares; 2026Q2: 305 shares 305 $90K 0.02% +123 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,037 shares; 2026Q2: 1,047 shares 1,047 $89K 0.02% +10 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 742 shares; 2025Q3: 733 shares; 2025Q4: 630 shares; 2026Q1: 655 shares; 2026Q2: 683 shares 683 $86K 0.02% +28 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,063 shares; 2025Q3: 9,063 shares; 2025Q4: 6,324 shares; 2026Q1: 6,324 shares; 2026Q2: 6,324 shares 6,324 $86K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 80 shares; 2026Q1: 103 shares; 2026Q2: 112 shares 112 $85K 0.02% +9 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $82K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,728 shares; 2026Q2: 2,727 shares 2,727 $80K 0.01% -1 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $79K 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: 422 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 445 shares; 2025Q3: 438 shares; 2025Q4: 429 shares; 2026Q1: 435 shares; 2026Q2: 327 shares 327 $78K 0.01% -108 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 213 shares; 2025Q3: 216 shares; 2025Q4: 105 shares; 2026Q1: 122 shares; 2026Q2: 230 shares 230 $77K 0.01% +108 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $75K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 333 shares; 2025Q3: 855 shares; 2025Q4: 504 shares; 2026Q1: 337 shares; 2026Q2: 420 shares 420 $74K 0.01% +83 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $74K 0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $74K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares; 2026Q2: 1,379 shares 1,379 $73K 0.01% -1,057 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: 41 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 59 shares; 2025Q3: 61 shares; 2025Q4: 62 shares; 2026Q1: 59 shares; 2026Q2: 72 shares 72 $72K 0.01% +13 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: 1,345 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 755 shares; 2025Q3: 733 shares; 2025Q4: 882 shares; 2026Q1: 894 shares; 2026Q2: 829 shares 829 $72K 0.01% -65 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $72K 0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $72K 0.01% 0 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 6,176 shares 6,176 $72K 0.01% +6,069 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: 41 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 126 shares; 2026Q2: 348 shares 348 $71K 0.01% +222 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 163 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 168 shares; 2026Q2: 181 shares 181 $71K 0.01% +13 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $70K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 329 shares; 2025Q3: 326 shares; 2025Q4: 330 shares; 2026Q1: 893 shares; 2026Q2: 920 shares 920 $70K 0.01% +27 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 614 shares 614 $70K 0.01% new 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: 227 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 803 shares; 2025Q3: 714 shares; 2025Q4: 839 shares; 2026Q1: 984 shares; 2026Q2: 968 shares 968 $69K 0.01% -16 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: 366 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 896 shares; 2025Q3: 892 shares; 2025Q4: 837 shares; 2026Q1: 667 shares; 2026Q2: 755 shares 755 $68K 0.01% +88 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 1,306 shares 1,306 $68K 0.01% +1,057 Timeline TDIV 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 595 shares 595 $68K 0.01% +495 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 254 shares; 2026Q2: 275 shares 275 $66K 0.01% +21 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 700 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $66K 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: 878 shares; 2024Q4: 851 shares; 2025Q1: 1,191 shares; 2025Q2: 1,420 shares; 2025Q3: 1,480 shares; 2025Q4: 1,342 shares; 2026Q1: 1,464 shares; 2026Q2: 1,563 shares 1,563 $66K 0.01% +99 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: 204 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 246 shares; 2025Q3: 253 shares; 2025Q4: 244 shares; 2026Q1: 256 shares; 2026Q2: 281 shares 281 $66K 0.01% +25 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: 531 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 565 shares; 2025Q3: 569 shares; 2025Q4: 375 shares; 2026Q1: 387 shares; 2026Q2: 300 shares 300 $66K 0.01% -87 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 444 shares; 2025Q3: 445 shares; 2025Q4: 443 shares; 2026Q1: 456 shares; 2026Q2: 448 shares 448 $65K 0.01% -8 Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares 4,372 $64K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares 2,493 $63K 0.01% 0 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: 346 shares; 2025Q3: 381 shares; 2025Q4: 360 shares; 2026Q1: 363 shares; 2026Q2: 616 shares 616 $62K 0.01% +253 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 236 shares; 2025Q3: 235 shares; 2025Q4: 236 shares; 2026Q1: 244 shares; 2026Q2: 254 shares 254 $62K 0.01% +10 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $62K 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: 159 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 180 shares; 2026Q1: 190 shares; 2026Q2: 193 shares 193 $61K 0.01% +3 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: 95 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 105 shares; 2025Q3: 79 shares; 2025Q4: 129 shares; 2026Q1: 230 shares; 2026Q2: 384 shares 384 $60K 0.01% +154 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,019 shares; 2025Q3: 1,270 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 472 shares 472 $60K 0.01% -799 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 736 shares; 2026Q2: 736 shares 736 $60K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,256 shares 1,256 $60K 0.01% new 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: 133 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 199 shares; 2025Q3: 219 shares; 2025Q4: 216 shares; 2026Q1: 235 shares; 2026Q2: 284 shares 284 $59K 0.01% +49 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: 115 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 229 shares; 2025Q3: 223 shares; 2025Q4: 182 shares; 2026Q1: 233 shares; 2026Q2: 321 shares 321 $58K 0.01% +88 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: 869 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 256 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $57K 0.01% 0 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: 61 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 91 shares; 2025Q3: 74 shares; 2025Q4: 257 shares; 2026Q1: 273 shares; 2026Q2: 256 shares 256 $57K 0.01% -17 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 20 shares; 2026Q2: 25 shares 25 $56K 0.01% +5 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: 37 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 58 shares; 2025Q3: 69 shares; 2025Q4: 182 shares; 2026Q1: 75 shares; 2026Q2: 89 shares 89 $56K 0.01% +14 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: 675 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 790 shares; 2025Q3: 729 shares; 2025Q4: 728 shares; 2026Q1: 735 shares; 2026Q2: 755 shares 755 $56K 0.01% +20 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: 55 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 81 shares; 2025Q3: 88 shares; 2025Q4: 58 shares; 2026Q1: 89 shares; 2026Q2: 106 shares 106 $55K 0.01% +17 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 113 shares; 2025Q3: 434 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 518 shares 518 $55K 0.01% +49 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $53K 0.01% 0 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: 152 shares; 2025Q1: 152 shares; 2025Q2: 199 shares; 2025Q3: 337 shares; 2025Q4: 253 shares; 2026Q1: 273 shares; 2026Q2: 308 shares 308 $52K 0.01% +35 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: 463 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 561 shares; 2025Q3: 457 shares; 2025Q4: 614 shares; 2026Q1: 496 shares; 2026Q2: 576 shares 576 $52K 0.01% +80 Timeline RPG 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: 1,830 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $52K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $52K 0.01% new Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $52K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 46 shares; 2026Q1: 45 shares; 2026Q2: 54 shares 54 $51K 0.01% +9 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: 152 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 223 shares; 2025Q3: 260 shares; 2025Q4: 222 shares; 2026Q1: 221 shares; 2026Q2: 351 shares 351 $51K 0.01% +130 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 380 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $51K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $51K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $50K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 635 shares; 2025Q3: 741 shares; 2025Q4: 174 shares; 2026Q1: 182 shares; 2026Q2: 194 shares 194 $50K 0.01% +12 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850 shares 2,850 $50K 0.01% new 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $50K 0.01% 0 Timeline FTGS 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: 1,365 shares 1,365 $50K 0.01% new 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: 39 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 48 shares; 2025Q3: 276 shares; 2025Q4: 282 shares; 2026Q1: 281 shares; 2026Q2: 183 shares 183 $49K 0.01% -98 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 533 shares; 2026Q1: 566 shares; 2026Q2: 555 shares 555 $49K 0.01% -11 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: 50 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 200 shares; 2025Q3: 406 shares; 2025Q4: 209 shares; 2026Q1: 217 shares; 2026Q2: 238 shares 238 $47K 0.01% +21 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 278 shares; 2025Q3: 805 shares; 2025Q4: 892 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $47K 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: 116 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 226 shares; 2025Q3: 214 shares; 2025Q4: 221 shares; 2026Q1: 235 shares; 2026Q2: 210 shares 210 $46K 0.01% -25 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares; 2026Q2: 2,047 shares 2,047 $46K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 18 shares; 2025Q3: 23 shares; 2025Q4: 102 shares; 2026Q1: 31 shares; 2026Q2: 48 shares 48 $46K 0.01% +17 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: 963 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,823 shares; 2025Q3: 1,783 shares; 2025Q4: 1,674 shares; 2026Q1: 1,903 shares; 2026Q2: 2,219 shares 2,219 $45K 0.01% +316 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,978 shares; 2025Q3: 1,872 shares; 2025Q4: 2,065 shares; 2026Q1: 2,202 shares; 2026Q2: 1,833 shares 1,833 $45K 0.01% -369 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: 21 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 42 shares; 2026Q1: 46 shares; 2026Q2: 47 shares 47 $45K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $44K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 896 shares; 2026Q2: 594 shares 594 $44K 0.01% -302 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 564 shares; 2025Q3: 629 shares; 2025Q4: 607 shares; 2026Q1: 866 shares; 2026Q2: 994 shares 994 $44K 0.01% +128 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,359 shares; 2026Q2: 5,250 shares 5,250 $43K 0.01% +891 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: 335 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 367 shares; 2025Q3: 358 shares; 2025Q4: 109 shares; 2026Q1: 120 shares; 2026Q2: 125 shares 125 $42K 0.01% +5 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $42K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $42K 0.01% new 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: 1,858 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,626 shares; 2025Q3: 1,679 shares; 2025Q4: 1,549 shares; 2026Q1: 1,733 shares; 2026Q2: 1,719 shares 1,719 $41K 0.01% -14 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: 86 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 117 shares; 2025Q3: 113 shares; 2025Q4: 101 shares; 2026Q1: 138 shares; 2026Q2: 160 shares 160 $41K 0.01% +22 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $41K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 774 shares; 2025Q3: 688 shares; 2025Q4: 254 shares; 2026Q1: 283 shares; 2026Q2: 322 shares 322 $40K 0.01% +39 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $40K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 49 shares; 2026Q1: 56 shares; 2026Q2: 83 shares 83 $40K 0.01% +27 Timeline PRK PARK NATL CORP More: the full row for PARK NATL 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: 3 shares; 2026Q1: 3 shares; 2026Q2: 221 shares 221 $40K 0.01% +218 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $40K 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: 29 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 50 shares; 2026Q1: 37 shares; 2026Q2: 151 shares 151 $39K 0.01% +114 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 448 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $39K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $38K 0.01% 0 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: 320 shares; 2024Q4: 580 shares; 2025Q1: 591 shares; 2025Q2: 504 shares; 2025Q3: 555 shares; 2025Q4: 290 shares; 2026Q1: 416 shares; 2026Q2: 283 shares 283 $38K 0.01% -133 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: 156 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 211 shares; 2025Q3: 216 shares; 2025Q4: 212 shares; 2026Q1: 231 shares; 2026Q2: 268 shares 268 $38K 0.01% +37 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: 76 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $37K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $37K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 581 shares; 2025Q3: 589 shares; 2025Q4: 598 shares; 2026Q1: 606 shares; 2026Q2: 614 shares 614 $37K 0.01% +8 Timeline SSSS NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares; 2026Q2: 3,001 shares 3,001 $37K 0.01% 0 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $37K 0.01% 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: 799 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 816 shares; 2025Q3: 821 shares; 2025Q4: 828 shares; 2026Q1: 833 shares; 2026Q2: 839 shares 839 $36K 0.01% +6 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: 156 shares; 2025Q1: 156 shares; 2025Q2: 834 shares; 2025Q3: 1,333 shares; 2025Q4: 1,361 shares; 2026Q1: 2,532 shares; 2026Q2: 1,248 shares 1,248 $36K 0.01% -1,284 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $36K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 270 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $36K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 741 shares; 2025Q4: 345 shares; 2026Q1: 391 shares; 2026Q2: 345 shares 345 $36K 0.01% -46 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 494 shares; 2025Q4: 488 shares; 2026Q1: 496 shares; 2026Q2: 527 shares 527 $35K 0.01% +31 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: 37 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 66 shares; 2026Q1: 62 shares; 2026Q2: 83 shares 83 $35K 0.01% +21 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 170 shares; 2026Q1: 486 shares; 2026Q2: 326 shares 326 $34K 0.01% -160 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: 29 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 51 shares; 2025Q3: 50 shares; 2025Q4: 178 shares; 2026Q1: 407 shares; 2026Q2: 349 shares 349 $34K 0.01% -58 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: 277 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 271 shares; 2025Q3: 295 shares; 2025Q4: 271 shares; 2026Q1: 396 shares; 2026Q2: 446 shares 446 $34K 0.01% +50 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: 84 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 133 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 148 shares; 2026Q2: 150 shares 150 $34K 0.01% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $34K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 168 shares; 2025Q3: 175 shares; 2025Q4: 185 shares; 2026Q1: 213 shares; 2026Q2: 250 shares 250 $33K 0.01% +37 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: 71 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 106 shares; 2025Q3: 305 shares; 2025Q4: 97 shares; 2026Q1: 109 shares; 2026Q2: 124 shares 124 $33K 0.01% +15 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: 394 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 458 shares; 2025Q3: 403 shares; 2025Q4: 451 shares; 2026Q1: 496 shares; 2026Q2: 538 shares 538 $33K 0.01% +42 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: 87 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 154 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 137 shares; 2026Q2: 217 shares 217 $33K 0.01% +80 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 380 shares; 2025Q3: 239 shares; 2025Q4: 247 shares; 2026Q1: 269 shares; 2026Q2: 318 shares 318 $32K 0.01% +49 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: 71 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 97 shares; 2026Q1: 96 shares; 2026Q2: 500 shares 500 $32K 0.01% +404 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 111 shares; 2026Q2: 120 shares 120 $32K 0.01% +9 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 35 shares; 2026Q1: 39 shares; 2026Q2: 45 shares 45 $32K 0.01% +6 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $32K 0.01% new Timeline UBOT 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: 911 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 1,220 shares; 2025Q3: 1,226 shares; 2025Q4: 1,229 shares; 2026Q1: 1,232 shares; 2026Q2: 1,236 shares 1,236 $32K 0.01% +4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 35 shares; 2026Q1: 41 shares; 2026Q2: 44 shares 44 $31K 0.01% +3 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: 67 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 110 shares; 2025Q3: 115 shares; 2025Q4: 113 shares; 2026Q1: 124 shares; 2026Q2: 127 shares 127 $31K 0.01% +3 Timeline FGD 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: 988 shares 988 $31K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 242 shares; 2025Q3: 286 shares; 2025Q4: 271 shares; 2026Q1: 306 shares; 2026Q2: 333 shares 333 $30K 0.01% +27 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: 69 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 126 shares; 2026Q1: 106 shares; 2026Q2: 141 shares 141 $30K 0.01% +35 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $30K 0.01% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 622 shares 622 $30K 0.01% +500 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: 594 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 661 shares; 2025Q3: 684 shares; 2025Q4: 706 shares; 2026Q1: 2,727 shares; 2026Q2: 2,820 shares 2,820 $30K 0.01% +93 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: 124 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 144 shares; 2026Q1: 155 shares; 2026Q2: 190 shares 190 $30K 0.01% +35 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $30K 0.01% new 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: 10 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 141 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $30K 0.01% 0 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,197 shares 1,197 $30K 0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $30K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 184 shares; 2025Q3: 155 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $29K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 221 shares; 2025Q3: 235 shares; 2025Q4: 242 shares; 2026Q1: 258 shares; 2026Q2: 311 shares 311 $29K 0.01% +53 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 360 shares; 2025Q3: 353 shares; 2025Q4: 372 shares; 2026Q1: 396 shares; 2026Q2: 345 shares 345 $29K 0.01% -51 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $28K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 320 shares; 2025Q3: 325 shares; 2025Q4: 316 shares; 2026Q1: 317 shares; 2026Q2: 330 shares 330 $28K 0.01% +13 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: 35 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 62 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 74 shares; 2026Q2: 87 shares 87 $28K 0.01% +13 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: 77 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 113 shares; 2025Q3: 106 shares; 2025Q4: 104 shares; 2026Q1: 129 shares; 2026Q2: 113 shares 113 $28K 0.01% -16 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: 101 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 526 shares; 2025Q3: 544 shares; 2025Q4: 502 shares; 2026Q1: 535 shares; 2026Q2: 460 shares 460 $28K 0.01% -75 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: 44 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 67 shares; 2025Q3: 76 shares; 2025Q4: 97 shares; 2026Q1: 109 shares; 2026Q2: 129 shares 129 $28K 0.01% +20 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 1,036 shares 1,036 $28K 0.01% +1,004 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: 2,994 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $28K 0.01% 0 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: 96 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 441 shares; 2025Q3: 431 shares; 2025Q4: 136 shares; 2026Q1: 141 shares; 2026Q2: 149 shares 149 $27K 0.01% +8 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: 114 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 166 shares; 2025Q3: 171 shares; 2025Q4: 164 shares; 2026Q1: 180 shares; 2026Q2: 190 shares 190 $27K 0.01% +10 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $27K 0.01% 0 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: 541 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 2,489 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $27K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 20 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $27K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 58 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 62 shares; 2026Q2: 74 shares 74 $27K 0.01% +12 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: 37 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 57 shares; 2025Q3: 55 shares; 2025Q4: 61 shares; 2026Q1: 69 shares; 2026Q2: 74 shares 74 $27K 0.01% +5 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $26K <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: 26 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 31 shares; 2025Q3: 22 shares; 2025Q4: 34 shares; 2026Q1: 39 shares; 2026Q2: 53 shares 53 $26K <0.01% +14 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: 309 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $26K <0.01% 0 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 20 shares; 2026Q2: 23 shares 23 $26K <0.01% +3 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: 112 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 128 shares; 2025Q3: 129 shares; 2025Q4: 124 shares; 2026Q1: 131 shares; 2026Q2: 143 shares 143 $26K <0.01% +12 Timeline PRF 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: 1,230 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $26K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,900 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $26K <0.01% 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: 94 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 180 shares; 2025Q3: 174 shares; 2025Q4: 171 shares; 2026Q1: 191 shares; 2026Q2: 203 shares 203 $25K <0.01% +12 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $25K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $25K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $25K <0.01% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 139 shares; 2025Q4: 201 shares; 2026Q1: 173 shares; 2026Q2: 197 shares 197 $25K <0.01% +24 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 472 shares; 2025Q3: 418 shares; 2025Q4: 304 shares; 2026Q1: 316 shares; 2026Q2: 415 shares 415 $24K <0.01% +99 Timeline SCHH 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: 95 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 1,032 shares 1,032 $24K <0.01% +1,012 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 56 shares; 2026Q2: 79 shares 79 $24K <0.01% +23 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 203 shares; 2025Q3: 211 shares; 2025Q4: 455 shares; 2026Q1: 228 shares; 2026Q2: 260 shares 260 $24K <0.01% +32 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 96 shares; 2025Q3: 88 shares; 2025Q4: 31 shares; 2026Q1: 130 shares; 2026Q2: 221 shares 221 $24K <0.01% +91 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: 35 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 115 shares; 2026Q1: 132 shares; 2026Q2: 149 shares 149 $24K <0.01% +17 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 69 shares; 2025Q3: 80 shares; 2025Q4: 88 shares; 2026Q1: 99 shares; 2026Q2: 116 shares 116 $24K <0.01% +17 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $23K <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: 49 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 164 shares; 2025Q3: 652 shares; 2025Q4: 340 shares; 2026Q1: 180 shares; 2026Q2: 234 shares 234 $23K <0.01% +54 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: 49 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 117 shares; 2025Q3: 112 shares; 2025Q4: 97 shares; 2026Q1: 122 shares; 2026Q2: 140 shares 140 $23K <0.01% +18 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 530 shares; 2025Q3: 630 shares; 2025Q4: 600 shares; 2026Q1: 907 shares; 2026Q2: 841 shares 841 $23K <0.01% -66 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 142 shares 142 $23K <0.01% +15 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $23K <0.01% 0 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $23K <0.01% 0 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 7,870 shares; 2026Q2: 6,556 shares 6,556 $23K <0.01% -1,314 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 125 shares; 2025Q3: 109 shares; 2025Q4: 112 shares; 2026Q1: 150 shares; 2026Q2: 159 shares 159 $22K <0.01% +9 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 22 shares; 2025Q3: 26 shares; 2025Q4: 19 shares; 2026Q1: 112 shares; 2026Q2: 157 shares 157 $22K <0.01% +45 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 91 shares; 2025Q3: 93 shares; 2025Q4: 95 shares; 2026Q1: 103 shares; 2026Q2: 110 shares 110 $22K <0.01% +7 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 78 shares; 2025Q3: 77 shares; 2025Q4: 72 shares; 2026Q1: 70 shares; 2026Q2: 121 shares 121 $22K <0.01% +51 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 262 shares; 2025Q3: 270 shares; 2025Q4: 261 shares; 2026Q1: 293 shares; 2026Q2: 335 shares 335 $22K <0.01% +42 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 43 shares; 2026Q1: 59 shares; 2026Q2: 67 shares 67 $22K <0.01% +8 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 228 shares; 2025Q3: 272 shares; 2025Q4: 260 shares; 2026Q1: 255 shares; 2026Q2: 242 shares 242 $22K <0.01% -13 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 26 shares 26 $22K <0.01% +4 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 40 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 44 shares; 2026Q2: 128 shares 128 $22K <0.01% +84 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 181 shares; 2025Q3: 166 shares; 2025Q4: 169 shares; 2026Q1: 197 shares; 2026Q2: 233 shares 233 $22K <0.01% +36 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $22K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 584 shares; 2025Q3: 594 shares; 2025Q4: 607 shares; 2026Q1: 622 shares; 2026Q2: 636 shares 636 $22K <0.01% +14 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522 shares; 2026Q2: 548 shares 548 $22K <0.01% +26 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: 52 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 76 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 83 shares; 2026Q2: 85 shares 85 $21K <0.01% +2 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: 31 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 51 shares; 2025Q3: 174 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 61 shares 61 $21K <0.01% +8 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 95 shares; 2025Q3: 101 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 103 shares 103 $21K <0.01% +8 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 650 shares; 2025Q3: 741 shares; 2025Q4: 753 shares; 2026Q1: 718 shares; 2026Q2: 799 shares 799 $21K <0.01% +81 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: 504 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 62 shares; 2025Q3: 65 shares; 2025Q4: 58 shares; 2026Q1: 72 shares; 2026Q2: 86 shares 86 $21K <0.01% +14 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 73 shares 73 $21K <0.01% +4 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: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 92 shares; 2025Q3: 85 shares; 2025Q4: 121 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $21K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 900 shares 900 $21K <0.01% +400 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $21K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares 1,964 $21K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 44 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 19 shares; 2026Q2: 52 shares 52 $20K <0.01% +33 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 45 shares 45 $20K <0.01% +5 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 31 shares; 2025Q3: 35 shares; 2025Q4: 165 shares; 2026Q1: 44 shares; 2026Q2: 53 shares 53 $20K <0.01% +9 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: 12 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 74 shares; 2025Q3: 73 shares; 2025Q4: 72 shares; 2026Q1: 75 shares; 2026Q2: 96 shares 96 $20K <0.01% +21 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 702 shares 702 $20K <0.01% new 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: 231 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 287 shares; 2025Q3: 309 shares; 2025Q4: 287 shares; 2026Q1: 319 shares; 2026Q2: 375 shares 375 $20K <0.01% +56 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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 $20K <0.01% 0 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $20K <0.01% 0 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: 171 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 202 shares; 2025Q3: 130 shares; 2025Q4: 291 shares; 2026Q1: 329 shares; 2026Q2: 339 shares 339 $19K <0.01% +10 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 53 shares; 2026Q2: 50 shares 50 $19K <0.01% -3 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: 231 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 241 shares; 2025Q3: 247 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 253 shares 253 $19K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 622 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $19K <0.01% 0 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: 49 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 77 shares; 2025Q3: 70 shares; 2025Q4: 68 shares; 2026Q1: 76 shares; 2026Q2: 82 shares 82 $19K <0.01% +6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 271 shares; 2025Q3: 281 shares; 2025Q4: 267 shares; 2026Q1: 326 shares; 2026Q2: 316 shares 316 $19K <0.01% -10 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 145 shares; 2025Q3: 123 shares; 2025Q4: 129 shares; 2026Q1: 157 shares; 2026Q2: 216 shares 216 $19K <0.01% +59 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: 25 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 138 shares; 2025Q3: 143 shares; 2025Q4: 49 shares; 2026Q1: 53 shares; 2026Q2: 63 shares 63 $19K <0.01% +10 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $19K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $19K <0.01% new 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: 22 shares; 2025Q3: 322 shares; 2025Q4: 28 shares; 2026Q1: 61 shares; 2026Q2: 189 shares 189 $18K <0.01% +128 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 36 shares; 2025Q3: 35 shares; 2025Q4: 40 shares; 2026Q1: 36 shares; 2026Q2: 46 shares 46 $18K <0.01% +10 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $18K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 812 shares; 2025Q3: 787 shares; 2025Q4: 618 shares; 2026Q1: 350 shares; 2026Q2: 384 shares 384 $18K <0.01% +34 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: 25 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 32 shares; 2026Q1: 35 shares; 2026Q2: 41 shares 41 $18K <0.01% +6 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: 279 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 518 shares; 2025Q3: 504 shares; 2025Q4: 572 shares; 2026Q1: 751 shares; 2026Q2: 699 shares 699 $18K <0.01% -52 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 65 shares; 2025Q3: 69 shares; 2025Q4: 71 shares; 2026Q1: 94 shares; 2026Q2: 108 shares 108 $18K <0.01% +14 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $18K <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $18K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 19 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 129 shares 129 $17K <0.01% +117 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 31 shares; 2026Q1: 44 shares; 2026Q2: 59 shares 59 $17K <0.01% +15 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: 177 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 298 shares; 2025Q3: 284 shares; 2025Q4: 251 shares; 2026Q1: 289 shares; 2026Q2: 405 shares 405 $17K <0.01% +116 Timeline SPTL 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $17K <0.01% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 522 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17K <0.01% 0 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: 48 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 103 shares; 2026Q2: 122 shares 122 $17K <0.01% +19 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 46 shares; 2025Q3: 37 shares; 2025Q4: 40 shares; 2026Q1: 48 shares; 2026Q2: 51 shares 51 $17K <0.01% +3 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 12 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 31 shares; 2026Q2: 35 shares 35 $17K <0.01% +4 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $17K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 39 shares; 2026Q2: 46 shares 46 $17K <0.01% +7 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: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 13 shares 13 $17K <0.01% +1 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 47 shares; 2025Q3: 59 shares; 2025Q4: 56 shares; 2026Q1: 62 shares; 2026Q2: 72 shares 72 $17K <0.01% +10 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 870 shares; 2025Q3: 863 shares; 2025Q4: 831 shares; 2026Q1: 823 shares; 2026Q2: 853 shares 853 $17K <0.01% +30 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: 57 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 89 shares; 2025Q3: 122 shares; 2025Q4: 117 shares; 2026Q1: 122 shares; 2026Q2: 150 shares 150 $17K <0.01% +28 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: 123 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 205 shares; 2025Q3: 203 shares; 2025Q4: 191 shares; 2026Q1: 272 shares; 2026Q2: 372 shares 372 $17K <0.01% +100 Timeline 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: 15 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 20 shares; 2026Q1: 18 shares; 2026Q2: 39 shares 39 $17K <0.01% +21 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 99 shares; 2025Q3: 83 shares; 2025Q4: 88 shares; 2026Q1: 110 shares; 2026Q2: 101 shares 101 $17K <0.01% -9 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: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $17K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 22 shares; 2025Q3: 31 shares; 2025Q4: 18 shares; 2026Q1: 14 shares; 2026Q2: 45 shares 45 $17K <0.01% +31 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $17K <0.01% 0 Timeline CHPY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $17K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 73 shares; 2025Q3: 70 shares; 2025Q4: 103 shares; 2026Q1: 84 shares; 2026Q2: 89 shares 89 $16K <0.01% +5 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $16K <0.01% 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: 191 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 272 shares; 2025Q3: 281 shares; 2025Q4: 278 shares; 2026Q1: 289 shares; 2026Q2: 393 shares 393 $16K <0.01% +104 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 138 shares; 2025Q3: 134 shares; 2025Q4: 148 shares; 2026Q1: 172 shares; 2026Q2: 222 shares 222 $16K <0.01% +50 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: 517 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 711 shares; 2025Q3: 497 shares; 2025Q4: 748 shares; 2026Q1: 861 shares; 2026Q2: 861 shares 861 $16K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $16K <0.01% new 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: 273 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 728 shares; 2025Q3: 770 shares; 2025Q4: 754 shares; 2026Q1: 897 shares; 2026Q2: 1,164 shares 1,164 $16K <0.01% +267 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: 25 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 45 shares; 2025Q3: 47 shares; 2025Q4: 45 shares; 2026Q1: 53 shares; 2026Q2: 51 shares 51 $16K <0.01% -2 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 20 shares; 2025Q4: 23 shares; 2026Q1: 31 shares; 2026Q2: 35 shares 35 $16K <0.01% +4 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: 48 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 79 shares; 2025Q3: 71 shares; 2025Q4: 59 shares; 2026Q1: 80 shares; 2026Q2: 91 shares 91 $16K <0.01% +11 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 221 shares; 2025Q3: 247 shares; 2025Q4: 212 shares; 2026Q1: 184 shares; 2026Q2: 524 shares 524 $16K <0.01% +340 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 61 shares; 2026Q2: 82 shares 82 $16K <0.01% +21 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 248 shares; 2025Q3: 246 shares; 2025Q4: 257 shares; 2026Q1: 293 shares; 2026Q2: 328 shares 328 $16K <0.01% +35 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 54 shares; 2026Q1: 56 shares; 2026Q2: 69 shares 69 $16K <0.01% +13 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $16K <0.01% 0 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $16K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares 86 $15K <0.01% new 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: 454 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 238 shares; 2026Q1: 292 shares; 2026Q2: 297 shares 297 $15K <0.01% +5 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 70 shares 70 $15K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 53 shares 53 $15K <0.01% +5 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: 93 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 300 shares; 2025Q3: 321 shares; 2025Q4: 251 shares; 2026Q1: 295 shares; 2026Q2: 326 shares 326 $15K <0.01% +31 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 422 shares 422 $15K <0.01% +42 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $15K <0.01% 0 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 21 shares; 2025Q4: 24 shares; 2026Q1: 31 shares; 2026Q2: 35 shares 35 $15K <0.01% +4 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 170 shares; 2025Q3: 121 shares; 2025Q4: 136 shares; 2026Q1: 124 shares; 2026Q2: 205 shares 205 $15K <0.01% +81 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 144 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 130 shares; 2026Q2: 140 shares 140 $15K <0.01% +10 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $15K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 57 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $15K <0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 5,000 shares 5,000 $15K <0.01% -5,000 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 90 shares; 2025Q3: 114 shares; 2025Q4: 61 shares; 2026Q1: 660 shares; 2026Q2: 726 shares 726 $15K <0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 692 shares 692 $15K <0.01% +500 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 259 shares; 2025Q3: 268 shares; 2025Q4: 277 shares; 2026Q1: 288 shares; 2026Q2: 899 shares 899 $15K <0.01% +611 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $15K <0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 300 shares 300 $15K <0.01% +133 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $15K <0.01% new Timeline HYLS 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: 391 shares 391 $15K <0.01% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $15K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 79 shares; 2025Q3: 68 shares; 2025Q4: 91 shares; 2026Q1: 109 shares; 2026Q2: 89 shares 89 $14K <0.01% -20 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: 125 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 186 shares; 2025Q3: 232 shares; 2025Q4: 219 shares; 2026Q1: 192 shares; 2026Q2: 183 shares 183 $14K <0.01% -9 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 506 shares; 2025Q3: 508 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $14K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 31 shares 31 $14K <0.01% -19 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 68 shares; 2025Q3: 77 shares; 2025Q4: 72 shares; 2026Q1: 84 shares; 2026Q2: 108 shares 108 $14K <0.01% +24 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 56 shares; 2025Q3: 60 shares; 2025Q4: 56 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $14K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 323 shares; 2025Q3: 260 shares; 2025Q4: 271 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $14K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $14K <0.01% 0 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: 323 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 268 shares 268 $14K <0.01% +28 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 444 shares; 2025Q3: 436 shares; 2025Q4: 470 shares; 2026Q1: 527 shares; 2026Q2: 170 shares 170 $14K <0.01% -357 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 19 shares 19 $14K <0.01% +3 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 19 shares; 2025Q4: 20 shares; 2026Q1: 19 shares; 2026Q2: 30 shares 30 $14K <0.01% +11 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: 67 shares 67 $14K <0.01% new 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: 35 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 66 shares; 2026Q2: 53 shares 53 $14K <0.01% -13 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 59 shares; 2025Q3: 56 shares; 2025Q4: 53 shares; 2026Q1: 59 shares; 2026Q2: 73 shares 73 $14K <0.01% +14 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 152 shares 152 $14K <0.01% +41 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 205 shares; 2026Q2: 305 shares 305 $14K <0.01% +100 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: 90 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 118 shares; 2025Q3: 214 shares; 2025Q4: 191 shares; 2026Q1: 150 shares; 2026Q2: 229 shares 229 $14K <0.01% +79 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 173 shares; 2025Q3: 172 shares; 2025Q4: 148 shares; 2026Q1: 155 shares; 2026Q2: 189 shares 189 $14K <0.01% +34 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: 16 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 81 shares; 2025Q3: 76 shares; 2025Q4: 80 shares; 2026Q1: 42 shares; 2026Q2: 60 shares 60 $14K <0.01% +18 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 24 shares; 2026Q2: 38 shares 38 $14K <0.01% +14 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 93 shares; 2025Q2: 94 shares; 2025Q3: 98 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 126 shares 126 $14K <0.01% +35 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $14K <0.01% 0 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 770 shares 770 $14K <0.01% +20 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 80 shares; 2026Q1: 280 shares; 2026Q2: 580 shares 580 $14K <0.01% +300 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $14K <0.01% 0 Timeline