IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,393 shares; 2024Q4: 176,324 shares; 2025Q1: 177,141 shares; 2025Q2: 101,497 shares; 2025Q3: 102,587 shares; 2025Q4: 87,471 shares; 2026Q1: 91,981 shares; 2026Q2: 271,741 shares 271,741 $65.9M 13.11% +179,760 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: 6,607 shares; 2024Q4: 6,614 shares; 2025Q1: 6,616 shares; 2025Q2: 26,144 shares; 2025Q3: 26,468 shares; 2025Q4: 17,785 shares; 2026Q1: 12,325 shares; 2026Q2: 382,370 shares 382,370 $47.5M 9.45% +370,045 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: 106,648 shares; 2024Q4: 108,486 shares; 2025Q1: 108,365 shares; 2025Q2: 107,633 shares; 2025Q3: 108,633 shares; 2025Q4: 108,993 shares; 2026Q1: 143,520 shares; 2026Q2: 526,196 shares 526,196 $36M 7.16% +382,676 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: 383,950 shares; 2024Q4: 389,634 shares; 2025Q1: 391,430 shares; 2025Q2: 414,690 shares; 2025Q3: 416,658 shares; 2025Q4: 423,574 shares; 2026Q1: 473,721 shares; 2026Q2: 441,569 shares 441,569 $31.5M 6.26% -32,152 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: 453,799 shares; 2024Q4: 456,732 shares; 2025Q1: 461,574 shares; 2025Q2: 333,656 shares; 2025Q3: 341,112 shares; 2025Q4: 413,763 shares; 2026Q1: 425,964 shares; 2026Q2: 300,743 shares 300,743 $29.8M 5.92% -125,221 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: 5,572 shares; 2024Q4: 6,829 shares; 2025Q1: 2,135 shares; 2025Q2: 9,547 shares; 2025Q3: 9,765 shares; 2025Q4: 9,786 shares; 2026Q1: 8,872 shares; 2026Q2: 96,580 shares 96,580 $29M 5.77% +87,708 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: 21,860 shares; 2024Q4: 21,722 shares; 2025Q1: 21,643 shares; 2025Q2: 32,733 shares; 2025Q3: 32,909 shares; 2025Q4: 33,194 shares; 2026Q1: 27,274 shares; 2026Q2: 27,441 shares 27,441 $20.6M 4.09% +167 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: 335,027 shares; 2024Q4: 337,543 shares; 2025Q1: 336,500 shares; 2025Q2: 305,510 shares; 2025Q3: 305,424 shares; 2025Q4: 303,492 shares; 2026Q1: 266,900 shares; 2026Q2: 267,564 shares 267,564 $20.2M 4.03% +664 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: 10,803 shares; 2024Q4: 10,815 shares; 2025Q1: 10,828 shares; 2025Q2: 32,028 shares; 2025Q3: 32,169 shares; 2025Q4: 32,234 shares; 2026Q1: 32,269 shares; 2026Q2: 193,821 shares 193,821 $16.7M 3.32% +161,552 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: 29,347 shares; 2024Q4: 29,741 shares; 2025Q1: 29,684 shares; 2025Q2: 52,216 shares; 2025Q3: 52,660 shares; 2025Q4: 53,125 shares; 2026Q1: 107,312 shares; 2026Q2: 108,001 shares 108,001 $16M 3.19% +689 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: 56,674 shares; 2024Q4: 56,852 shares; 2025Q1: 57,431 shares; 2025Q2: 107,898 shares; 2025Q3: 108,489 shares; 2025Q4: 110,755 shares; 2026Q1: 157,685 shares; 2026Q2: 161,447 shares 161,447 $15.6M 3.1% +3,762 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: 32,052 shares; 2024Q4: 32,267 shares; 2025Q1: 32,400 shares; 2025Q2: 40,285 shares; 2025Q3: 40,417 shares; 2025Q4: 39,384 shares; 2026Q1: 46,912 shares; 2026Q2: 47,050 shares 47,050 $14.3M 2.84% +138 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: 28,002 shares; 2024Q4: 28,116 shares; 2025Q1: 28,243 shares; 2025Q2: 35,743 shares; 2025Q3: 36,411 shares; 2025Q4: 35,424 shares; 2026Q1: 42,278 shares; 2026Q2: 169,648 shares 169,648 $13.7M 2.72% +127,370 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: 141,324 shares; 2024Q4: 144,224 shares; 2025Q1: 144,710 shares; 2025Q2: 151,460 shares; 2025Q3: 151,908 shares; 2025Q4: 154,361 shares; 2026Q1: 144,793 shares; 2026Q2: 146,106 shares 146,106 $12.1M 2.41% +1,313 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: 137,292 shares; 2024Q4: 140,550 shares; 2025Q1: 140,692 shares; 2025Q2: 141,095 shares; 2025Q3: 142,018 shares; 2025Q4: 144,732 shares; 2026Q1: 150,538 shares; 2026Q2: 150,453 shares 150,453 $8.98M 1.79% -85 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: 7,740 shares; 2024Q4: 9,476 shares; 2025Q1: 9,860 shares; 2025Q2: 19,276 shares; 2025Q3: 19,084 shares; 2025Q4: 18,677 shares; 2026Q1: 25,945 shares; 2026Q2: 81,873 shares 81,873 $8.51M 1.69% +55,928 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: 49,431 shares; 2024Q4: 49,108 shares; 2025Q1: 49,728 shares; 2025Q2: 59,107 shares; 2025Q3: 61,044 shares; 2025Q4: 64,308 shares; 2026Q1: 86,293 shares; 2026Q2: 89,110 shares 89,110 $7.13M 1.42% +2,817 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,722 shares; 2024Q4: 100,271 shares; 2025Q1: 101,594 shares; 2025Q2: 107,236 shares; 2025Q3: 110,707 shares; 2025Q4: 116,523 shares; 2026Q1: 130,232 shares; 2026Q2: 130,392 shares 130,392 $6.66M 1.32% +160 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,438 shares; 2024Q4: 104,740 shares; 2025Q1: 105,731 shares; 2025Q2: 108,240 shares; 2025Q3: 108,716 shares; 2025Q4: 110,573 shares; 2026Q1: 151,772 shares; 2026Q2: 155,260 shares 155,260 $6.36M 1.27% +3,488 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,683 shares; 2024Q4: 63,416 shares; 2025Q1: 58,859 shares; 2025Q2: 62,113 shares; 2025Q3: 63,291 shares; 2025Q4: 62,456 shares; 2026Q1: 59,996 shares; 2026Q2: 60,302 shares 60,302 $5.38M 1.07% +306 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,372 shares; 2024Q4: 37,068 shares; 2025Q1: 37,303 shares; 2025Q2: 39,745 shares; 2025Q3: 39,881 shares; 2025Q4: 40,174 shares; 2026Q1: 68,925 shares; 2026Q2: 69,136 shares 69,136 $5.07M 1.01% +211 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,755 shares; 2024Q4: 84,441 shares; 2025Q1: 88,992 shares; 2025Q2: 82,808 shares; 2025Q3: 84,438 shares; 2025Q4: 82,056 shares; 2026Q1: 84,432 shares; 2026Q2: 67,078 shares 67,078 $5.06M 1.01% -17,354 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,857 shares; 2024Q4: 47,066 shares; 2025Q1: 47,278 shares; 2025Q2: 52,005 shares; 2025Q3: 51,958 shares; 2025Q4: 33,514 shares; 2026Q1: 30,403 shares; 2026Q2: 30,420 shares 30,420 $4.78M 0.95% +17 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: 16,619 shares; 2024Q4: 16,469 shares; 2025Q1: 17,210 shares; 2025Q2: 16,890 shares; 2025Q3: 23,434 shares; 2025Q4: 17,180 shares; 2026Q1: 16,547 shares; 2026Q2: 16,227 shares 16,227 $4.7M 0.93% -320 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: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 9,183 shares; 2025Q2: 9,214 shares; 2025Q3: 19,381 shares; 2025Q4: 10,159 shares; 2026Q1: 10,039 shares; 2026Q2: 10,962 shares 10,962 $4.09M 0.81% +923 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,447 shares; 2024Q4: 41,264 shares; 2025Q1: 41,782 shares; 2025Q2: 41,598 shares; 2025Q3: 42,678 shares; 2025Q4: 44,243 shares; 2026Q1: 44,242 shares; 2026Q2: 45,268 shares 45,268 $3.91M 0.78% +1,026 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,961 shares; 2024Q4: 80,295 shares; 2025Q1: 80,965 shares; 2025Q2: 49,723 shares; 2025Q3: 52,862 shares; 2025Q4: 52,914 shares; 2026Q1: 36,945 shares; 2026Q2: 37,706 shares 37,706 $3.57M 0.71% +761 Timeline GDXJ 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: 33,566 shares; 2024Q4: 31,924 shares; 2025Q1: 33,457 shares; 2025Q2: 31,052 shares; 2025Q3: 31,291 shares; 2025Q4: 30,639 shares; 2026Q1: 37,287 shares; 2026Q2: 35,565 shares 35,565 $3.5M 0.7% -1,722 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: 2,830 shares; 2024Q4: 2,847 shares; 2025Q1: 2,856 shares; 2025Q2: 5,856 shares; 2025Q3: 5,942 shares; 2025Q4: 5,573 shares; 2026Q1: 4,691 shares; 2026Q2: 4,704 shares 4,704 $3.23M 0.64% +13 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,517 shares; 2024Q4: 30,528 shares; 2025Q1: 30,528 shares; 2025Q2: 30,528 shares; 2025Q3: 30,528 shares; 2025Q4: 30,538 shares; 2026Q1: 30,538 shares; 2026Q2: 30,538 shares 30,538 $3.11M 0.62% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 10,143 shares; 2025Q2: 10,023 shares; 2025Q3: 27,588 shares; 2025Q4: 10,799 shares; 2026Q1: 11,560 shares; 2026Q2: 12,770 shares 12,770 $3.04M 0.61% +1,210 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,516 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,916 shares; 2025Q4: 6,113 shares; 2026Q1: 6,115 shares; 2026Q2: 6,103 shares 6,103 $2.25M 0.45% -12 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: 27,791 shares; 2024Q4: 28,236 shares; 2025Q1: 28,385 shares; 2025Q2: 10,237 shares; 2025Q3: 10,321 shares; 2025Q4: 10,496 shares; 2026Q1: 22,805 shares; 2026Q2: 23,072 shares 23,072 $2.23M 0.44% +267 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,171 shares; 2024Q4: 16,878 shares; 2025Q1: 16,987 shares; 2025Q2: 16,997 shares; 2025Q3: 19,016 shares; 2025Q4: 18,544 shares; 2026Q1: 18,543 shares; 2026Q2: 18,562 shares 18,562 $2.2M 0.44% +19 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: 3,940 shares; 2024Q4: 3,940 shares; 2025Q1: 5,080 shares; 2025Q2: 5,000 shares; 2025Q3: 9,740 shares; 2025Q4: 5,936 shares; 2026Q1: 5,870 shares; 2026Q2: 6,111 shares 6,111 $2.18M 0.43% +241 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,600 shares; 2024Q4: 37,661 shares; 2025Q1: 37,989 shares; 2025Q2: 38,187 shares; 2025Q3: 39,392 shares; 2025Q4: 38,467 shares; 2026Q1: 38,969 shares; 2026Q2: 38,729 shares 38,729 $1.79M 0.36% -240 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,862 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares; 2026Q2: 2,260 shares 2,260 $1.69M 0.34% -607 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,411 shares; 2024Q4: 14,328 shares; 2025Q1: 13,432 shares; 2025Q2: 13,519 shares; 2025Q3: 13,521 shares; 2025Q4: 12,467 shares; 2026Q1: 15,576 shares; 2026Q2: 14,469 shares 14,469 $1.5M 0.3% -1,107 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,320 shares; 2024Q4: 28,358 shares; 2025Q1: 28,388 shares; 2025Q2: 28,419 shares; 2025Q3: 52,142 shares; 2025Q4: 52,182 shares; 2026Q1: 52,223 shares; 2026Q2: 29,215 shares 29,215 $1.31M 0.26% -23,008 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,800 shares; 2024Q4: 294,458 shares; 2025Q1: 294,458 shares; 2025Q2: 342,458 shares; 2025Q3: 410,458 shares; 2025Q4: 376,458 shares; 2026Q1: 411,858 shares; 2026Q2: 421,858 shares 421,858 $1.28M 0.26% +10,000 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,718 shares; 2024Q4: 22,135 shares; 2025Q1: 25,782 shares; 2025Q2: 23,404 shares; 2025Q3: 23,530 shares; 2025Q4: 24,315 shares; 2026Q1: 24,443 shares; 2026Q2: 24,569 shares 24,569 $1.27M 0.25% +126 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: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,832 shares; 2025Q2: 4,002 shares; 2025Q3: 11,847 shares; 2025Q4: 4,064 shares; 2026Q1: 4,039 shares; 2026Q2: 3,499 shares 3,499 $1.24M 0.25% -540 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: 2,482 shares; 2024Q4: 2,532 shares; 2025Q1: 5,962 shares; 2025Q2: 6,212 shares; 2025Q3: 22,124 shares; 2025Q4: 6,404 shares; 2026Q1: 5,855 shares; 2026Q2: 5,770 shares 5,770 $1.16M 0.23% -85 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: 67,758 shares; 2024Q4: 68,290 shares; 2025Q1: 68,759 shares; 2025Q2: 98,222 shares; 2025Q3: 98,902 shares; 2025Q4: 100,685 shares; 2026Q1: 14,409 shares; 2026Q2: 14,607 shares 14,607 $1.13M 0.22% +198 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: 7,795 shares; 2024Q4: 7,840 shares; 2025Q1: 7,887 shares; 2025Q2: 7,929 shares; 2025Q3: 8,490 shares; 2025Q4: 7,981 shares; 2026Q1: 8,045 shares; 2026Q2: 4,055 shares 4,055 $1.04M 0.21% -3,990 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: 5,805 shares; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 8,252 shares; 2025Q4: 6,105 shares; 2026Q1: 6,148 shares; 2026Q2: 5,991 shares 5,991 $993K 0.2% -157 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: 2,772 shares; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,808 shares; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares; 2026Q2: 2,722 shares 2,722 $986K 0.2% -50 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,187 shares; 2024Q4: 5,587 shares; 2025Q1: 6,754 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares; 2025Q4: 6,386 shares; 2026Q1: 6,386 shares; 2026Q2: 6,282 shares 6,282 $928K 0.18% -104 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,493 shares; 2024Q4: 14,009 shares; 2025Q1: 14,009 shares; 2025Q2: 14,015 shares; 2025Q3: 14,018 shares; 2025Q4: 13,187 shares; 2026Q1: 12,995 shares; 2026Q2: 7,661 shares 7,661 $861K 0.17% -5,334 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: 9,352 shares; 2024Q4: 9,709 shares; 2025Q1: 9,378 shares; 2025Q2: 8,552 shares; 2025Q3: 8,349 shares; 2025Q4: 7,955 shares; 2026Q1: 8,251 shares; 2026Q2: 7,807 shares 7,807 $860K 0.17% -444 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: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,779 shares; 2025Q4: 1,739 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $850K 0.17% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,292 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $798K 0.16% 0 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: 730 shares; 2024Q4: 733 shares; 2025Q1: 736 shares; 2025Q2: 739 shares; 2025Q3: 859 shares; 2025Q4: 779 shares; 2026Q1: 780 shares; 2026Q2: 783 shares 783 $792K 0.16% +3 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 5,056 shares; 2025Q4: 2,382 shares; 2026Q1: 2,386 shares; 2026Q2: 2,252 shares 2,252 $737K 0.15% -134 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,000 shares; 2024Q4: 76,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 95,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,013 shares; 2026Q2: 66,028 shares 66,028 $642K 0.13% -8,985 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: 4,405 shares; 2024Q4: 4,405 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 7,159 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares; 2026Q2: 4,405 shares 4,405 $637K 0.13% 0 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: 10,234 shares; 2024Q4: 9,947 shares; 2025Q1: 10,955 shares; 2025Q2: 10,968 shares; 2025Q3: 18,527 shares; 2025Q4: 10,993 shares; 2026Q1: 11,007 shares; 2026Q2: 10,839 shares 10,839 $618K 0.12% -168 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: not reported; 2024Q4: not reported; 2025Q1: 4,339 shares; 2025Q2: 4,339 shares; 2025Q3: 4,339 shares; 2025Q4: 4,339 shares; 2026Q1: 4,405 shares; 2026Q2: 4,405 shares 4,405 $617K 0.12% 0 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: 5,173 shares; 2024Q4: 5,370 shares; 2025Q1: 5,206 shares; 2025Q2: 4,738 shares; 2025Q3: 4,703 shares; 2025Q4: 4,479 shares; 2026Q1: 6,056 shares; 2026Q2: 5,755 shares 5,755 $550K 0.11% -301 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,729 shares; 2024Q4: 8,688 shares; 2025Q1: 8,528 shares; 2025Q2: 10,233 shares; 2025Q3: 10,230 shares; 2025Q4: 9,725 shares; 2026Q1: 13,102 shares; 2026Q2: 12,401 shares 12,401 $526K 0.1% -701 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,000 shares; 2024Q4: 57,000 shares; 2025Q1: 57,000 shares; 2025Q2: 67,000 shares; 2025Q3: 76,567 shares; 2025Q4: 76,567 shares; 2026Q1: 76,567 shares; 2026Q2: 82,281 shares 82,281 $499K 0.1% +5,714 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,915 shares; 2024Q4: 7,930 shares; 2025Q1: 7,864 shares; 2025Q2: 7,606 shares; 2025Q3: 7,567 shares; 2025Q4: 6,942 shares; 2026Q1: 5,829 shares; 2026Q2: 5,345 shares 5,345 $477K 0.09% -484 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: 371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,601 shares; 2025Q4: 1,208 shares; 2026Q1: 1,199 shares; 2026Q2: 1,142 shares 1,142 $475K 0.09% -57 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $434K 0.09% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,091 shares; 2025Q4: 11,281 shares; 2026Q1: 11,815 shares; 2026Q2: 10,158 shares 10,158 $431K 0.09% -1,657 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,662 shares; 2024Q4: 9,687 shares; 2025Q1: 9,706 shares; 2025Q2: 9,722 shares; 2025Q3: 9,735 shares; 2025Q4: 9,747 shares; 2026Q1: 9,757 shares; 2026Q2: 2,700 shares 2,700 $419K 0.08% -7,057 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,031 shares; 2024Q4: 7,986 shares; 2025Q1: 7,811 shares; 2025Q2: 8,261 shares; 2025Q3: 8,249 shares; 2025Q4: 7,842 shares; 2026Q1: 8,817 shares; 2026Q2: 8,166 shares 8,166 $414K 0.08% -651 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: 1,046 shares; 2024Q4: 1,048 shares; 2025Q1: 1,034 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,331 shares; 2026Q1: 1,105 shares; 2026Q2: 1,003 shares 1,003 $411K 0.08% -102 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,750 shares; 2026Q1: 35,750 shares; 2026Q2: 24,750 shares 24,750 $390K 0.08% -11,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 646 shares; 2025Q4: 932 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $387K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: 22,098 shares; 2025Q4: 3,737 shares; 2026Q1: 3,699 shares; 2026Q2: 3,699 shares 3,699 $385K 0.08% 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: 1,100 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 1,038 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares 1,992 $380K 0.08% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $379K 0.08% 0 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $363K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387 shares; 2024Q4: 2,387 shares; 2025Q1: 2,387 shares; 2025Q2: 2,387 shares; 2025Q3: 2,658 shares; 2025Q4: 2,452 shares; 2026Q1: 2,443 shares; 2026Q2: 2,443 shares 2,443 $358K 0.07% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 120,000 shares; 2025Q4: 50,000 shares; 2026Q1: 49,000 shares; 2026Q2: 49,000 shares 49,000 $356K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 1,020 shares; 2025Q4: 307 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $353K 0.07% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 5,000 shares 5,000 $333K 0.07% -2,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,523 shares; 2026Q2: 1,523 shares 1,523 $330K 0.07% 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: 2,536 shares; 2024Q4: 2,525 shares; 2025Q1: 2,532 shares; 2025Q2: 2,539 shares; 2025Q3: 2,953 shares; 2025Q4: 2,552 shares; 2026Q1: 2,558 shares; 2026Q2: 2,565 shares 2,565 $325K 0.06% +7 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,961 shares; 2025Q4: 1,900 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares 1,913 $323K 0.06% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,366 shares; 2025Q3: 10,366 shares; 2025Q4: 10,366 shares; 2026Q1: 10,366 shares; 2026Q2: 8,366 shares 8,366 $307K 0.06% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $300K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,651 shares; 2026Q2: 8,408 shares 8,408 $285K 0.06% -243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,872 shares; 2026Q1: 8,837 shares; 2026Q2: 6,098 shares 6,098 $285K 0.06% -2,739 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 3,509 shares; 2025Q4: 1,646 shares; 2026Q1: 1,619 shares; 2026Q2: 1,319 shares 1,319 $276K 0.05% -300 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 3,877 shares; 2025Q4: 1,471 shares; 2026Q1: 1,435 shares; 2026Q2: 800 shares 800 $274K 0.05% -635 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,770 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $251K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650 $243K 0.05% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $235K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $235K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,972 shares 4,972 $232K 0.05% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,524 shares; 2025Q1: 7,024 shares; 2025Q2: 7,024 shares; 2025Q3: 7,464 shares; 2025Q4: 7,024 shares; 2026Q1: 7,024 shares; 2026Q2: 6,624 shares 6,624 $231K 0.05% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,574 shares; 2025Q4: 663 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $228K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,201 shares 5,201 $220K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,977 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 867 shares 867 $220K 0.04% -370 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 3,500 shares 3,500 $220K 0.04% -3,500 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,242 shares; 2025Q1: 4,197 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares; 2026Q1: 4,073 shares; 2026Q2: 2,993 shares 2,993 $216K 0.04% -1,080 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $210K 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,256 shares 3,256 $205K 0.04% new Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 16,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $141K 0.03% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 45,000 shares 45,000 $59K 0.01% 0 Timeline