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: 242,546 shares; 2024Q4: 242,977 shares; 2025Q1: 243,415 shares; 2025Q2: 247,585 shares; 2025Q3: 246,522 shares; 2025Q4: 246,361 shares; 2026Q1: 250,781 shares; 2026Q2: 287,374 shares 287,374 $197M 6.77% +36,593 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: 698,095 shares; 2024Q4: 690,839 shares; 2025Q1: 684,940 shares; 2025Q2: 925,215 shares; 2025Q3: 918,205 shares; 2025Q4: 910,093 shares; 2026Q1: 1,031,925 shares; 2026Q2: 1,049,707 shares 1,049,707 $165M 5.65% +17,782 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202,952 shares 1,202,952 $164M 5.64% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237,328 shares; 2024Q4: 1,229,671 shares; 2025Q1: 2,327,557 shares; 2025Q2: 2,387,880 shares; 2025Q3: 2,378,883 shares; 2025Q4: 2,379,570 shares; 2026Q1: 2,398,601 shares; 2026Q2: 2,429,786 shares 2,429,786 $120M 4.11% +31,185 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: 1,413,539 shares; 2024Q4: 1,457,277 shares; 2025Q1: 1,471,758 shares; 2025Q2: 1,508,973 shares; 2025Q3: 1,554,910 shares; 2025Q4: 1,612,951 shares; 2026Q1: 1,545,387 shares; 2026Q2: 1,614,048 shares 1,614,048 $118M 4.06% +68,661 Timeline JIRE 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: 739,579 shares; 2024Q4: 818,247 shares; 2025Q1: 781,232 shares; 2025Q2: 1,621,384 shares; 2025Q3: 1,631,713 shares; 2025Q4: 1,204,109 shares; 2026Q1: 1,218,933 shares; 2026Q2: 1,248,235 shares 1,248,235 $103M 3.53% +29,302 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286,125 shares; 2024Q4: 1,760,244 shares; 2025Q1: 1,801,633 shares; 2025Q2: 1,874,284 shares; 2025Q3: 1,926,954 shares; 2025Q4: 1,989,827 shares; 2026Q1: 2,060,745 shares; 2026Q2: 2,172,807 shares 2,172,807 $102M 3.49% +112,062 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,359 shares; 2024Q4: 171,048 shares; 2025Q1: 182,197 shares; 2025Q2: 196,458 shares; 2025Q3: 2,224,366 shares; 2025Q4: 2,241,186 shares; 2026Q1: 2,286,664 shares; 2026Q2: 2,339,266 shares 2,339,266 $101M 3.47% +52,602 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: 138,357 shares; 2024Q4: 400,366 shares; 2025Q1: 404,024 shares; 2025Q2: 268,563 shares; 2025Q3: 265,837 shares; 2025Q4: 264,134 shares; 2026Q1: 266,867 shares; 2026Q2: 267,482 shares 267,482 $81M 2.78% +615 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889,741 shares; 2024Q4: 946,021 shares; 2025Q1: 1,381,760 shares; 2025Q2: 1,416,196 shares; 2025Q3: 1,457,522 shares; 2025Q4: 1,510,882 shares; 2026Q1: 1,570,632 shares; 2026Q2: 1,716,003 shares 1,716,003 $80.5M 2.76% +145,371 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850,004 shares; 2024Q4: 1,854,132 shares; 2025Q1: 1,759,586 shares; 2025Q2: 1,780,920 shares; 2025Q3: 1,773,273 shares; 2025Q4: 1,854,014 shares; 2026Q1: 1,857,268 shares; 2026Q2: 1,885,735 shares 1,885,735 $74.8M 2.57% +28,467 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,847 shares; 2024Q4: 5,856 shares; 2025Q1: 1,044,004 shares; 2025Q2: 1,084,518 shares; 2025Q3: 1,079,721 shares; 2025Q4: 1,074,337 shares; 2026Q1: 1,099,124 shares; 2026Q2: 1,120,730 shares 1,120,730 $68.6M 2.35% +21,606 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: 721,350 shares; 2024Q4: 731,509 shares; 2025Q1: 729,493 shares; 2025Q2: 728,335 shares; 2025Q3: 724,048 shares; 2025Q4: 724,739 shares; 2026Q1: 722,219 shares; 2026Q2: 726,955 shares 726,955 $62.1M 2.13% +4,736 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: 627,598 shares; 2024Q4: 662,184 shares; 2025Q1: 460,083 shares; 2025Q2: 473,594 shares; 2025Q3: 489,680 shares; 2025Q4: 508,270 shares; 2026Q1: 528,262 shares; 2026Q2: 558,248 shares 558,248 $52.8M 1.81% +29,986 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: 8,657 shares; 2024Q4: 8,660 shares; 2025Q1: 2,929 shares; 2025Q2: 2,993 shares; 2025Q3: 2,995 shares; 2025Q4: 3,000 shares; 2026Q1: 666,886 shares; 2026Q2: 690,345 shares 690,345 $49.2M 1.69% +23,459 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433,802 shares; 2026Q1: 433,034 shares; 2026Q2: 435,036 shares 435,036 $42M 1.44% +2,002 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: 125,305 shares; 2024Q4: 127,735 shares; 2025Q1: 126,542 shares; 2025Q2: 146,148 shares; 2025Q3: 146,855 shares; 2025Q4: 134,180 shares; 2026Q1: 134,963 shares; 2026Q2: 141,376 shares 141,376 $40.9M 1.4% +6,413 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: 120,361 shares; 2024Q4: 121,144 shares; 2025Q1: 187,245 shares; 2025Q2: 184,870 shares; 2025Q3: 155,984 shares; 2025Q4: 158,993 shares; 2026Q1: 169,072 shares; 2026Q2: 178,839 shares 178,839 $35.8M 1.23% +9,767 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: 61,908 shares; 2024Q4: 65,538 shares; 2025Q1: 71,061 shares; 2025Q2: 60,810 shares; 2025Q3: 61,343 shares; 2025Q4: 62,368 shares; 2026Q1: 73,118 shares; 2026Q2: 89,434 shares 89,434 $33.4M 1.14% +16,316 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: 1,791 shares; 2024Q4: 1,875 shares; 2025Q1: 1,914 shares; 2025Q2: 3,969 shares; 2025Q3: 4,978 shares; 2025Q4: 5,138 shares; 2026Q1: 5,479 shares; 2026Q2: 221,696 shares 221,696 $32.9M 1.13% +216,217 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: 110,404 shares; 2024Q4: 126,026 shares; 2025Q1: 126,424 shares; 2025Q2: 139,498 shares; 2025Q3: 119,040 shares; 2025Q4: 90,865 shares; 2026Q1: 91,384 shares; 2026Q2: 91,633 shares 91,633 $32.7M 1.12% +249 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: 91,722 shares; 2024Q4: 43,580 shares; 2025Q1: 76,566 shares; 2025Q2: 37,076 shares; 2025Q3: 28,942 shares; 2025Q4: 34,217 shares; 2026Q1: 70,682 shares; 2026Q2: 71,715 shares 71,715 $27.1M 0.93% +1,033 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: 48,430 shares; 2024Q4: 57,067 shares; 2025Q1: 58,310 shares; 2025Q2: 67,731 shares; 2025Q3: 60,580 shares; 2025Q4: 54,070 shares; 2026Q1: 34,376 shares; 2026Q2: 34,475 shares 34,475 $24.9M 0.85% +99 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 170 shares; 2025Q1: 123 shares; 2025Q2: 118 shares; 2025Q3: 10,845 shares; 2025Q4: 10,106 shares; 2026Q1: 11,534 shares; 2026Q2: 11,577 shares 11,577 $23M 0.79% +43 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022,843 shares; 2024Q4: 677,461 shares; 2025Q1: 685,979 shares; 2025Q2: 352,191 shares; 2025Q3: 362,249 shares; 2025Q4: 111,405 shares; 2026Q1: 8,376 shares; 2026Q2: 445,040 shares 445,040 $22.5M 0.77% +436,664 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: 201,891 shares; 2024Q4: 200,986 shares; 2025Q1: 201,169 shares; 2025Q2: 203,105 shares; 2025Q3: 228,902 shares; 2025Q4: 227,855 shares; 2026Q1: 231,448 shares; 2026Q2: 187,504 shares 187,504 $22M 0.76% -43,944 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: 66,009 shares; 2024Q4: 49,003 shares; 2025Q1: 49,591 shares; 2025Q2: 49,772 shares; 2025Q3: 48,848 shares; 2025Q4: 47,065 shares; 2026Q1: 71,902 shares; 2026Q2: 75,695 shares 75,695 $21.3M 0.73% +3,793 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: 81,327 shares; 2024Q4: 82,480 shares; 2025Q1: 83,246 shares; 2025Q2: 86,695 shares; 2025Q3: 85,131 shares; 2025Q4: 86,539 shares; 2026Q1: 86,974 shares; 2026Q2: 87,629 shares 87,629 $20.9M 0.72% +655 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: 123,159 shares; 2024Q4: 492,232 shares; 2025Q1: 606,288 shares; 2025Q2: 617,997 shares; 2025Q3: 564,394 shares; 2025Q4: 559,724 shares; 2026Q1: 602,548 shares; 2026Q2: 600,089 shares 600,089 $20.3M 0.7% -2,459 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: 589 shares; 2024Q4: 1,428 shares; 2025Q1: 1,136 shares; 2025Q2: 763 shares; 2025Q3: 871 shares; 2025Q4: 1,102 shares; 2026Q1: 21,506 shares; 2026Q2: 16,754 shares 16,754 $19.3M 0.66% -4,752 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: 36,937 shares; 2024Q4: 74,739 shares; 2025Q1: 70,234 shares; 2025Q2: 72,711 shares; 2025Q3: 74,659 shares; 2025Q4: 78,970 shares; 2026Q1: 101,663 shares; 2026Q2: 54,397 shares 54,397 $18.6M 0.64% -47,266 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: 22,452 shares; 2024Q4: 22,840 shares; 2025Q1: 24,407 shares; 2025Q2: 24,493 shares; 2025Q3: 24,465 shares; 2025Q4: 23,339 shares; 2026Q1: 24,460 shares; 2026Q2: 25,163 shares 25,163 $18.5M 0.64% +703 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: 57,851 shares; 2024Q4: 59,450 shares; 2025Q1: 54,663 shares; 2025Q2: 55,885 shares; 2025Q3: 57,302 shares; 2025Q4: 66,865 shares; 2026Q1: 51,356 shares; 2026Q2: 52,693 shares 52,693 $18.1M 0.62% +1,337 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: 65,256 shares; 2024Q4: 64,710 shares; 2025Q1: 57,627 shares; 2025Q2: 58,669 shares; 2025Q3: 57,534 shares; 2025Q4: 57,372 shares; 2026Q1: 58,807 shares; 2026Q2: 74,416 shares 74,416 $16.4M 0.56% +15,609 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: 55,793 shares; 2024Q4: 55,678 shares; 2025Q1: 63,900 shares; 2025Q2: 65,501 shares; 2025Q3: 64,106 shares; 2025Q4: 63,481 shares; 2026Q1: 63,670 shares; 2026Q2: 66,623 shares 66,623 $16.4M 0.56% +2,953 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: 18,997 shares; 2024Q4: 15,091 shares; 2025Q1: 15,321 shares; 2025Q2: 12,165 shares; 2025Q3: 12,427 shares; 2025Q4: 138,865 shares; 2026Q1: 158,657 shares; 2026Q2: 225,466 shares 225,466 $16.1M 0.55% +66,809 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: 94,914 shares; 2024Q4: 96,031 shares; 2025Q1: 98,975 shares; 2025Q2: 100,889 shares; 2025Q3: 99,663 shares; 2025Q4: 101,665 shares; 2026Q1: 105,762 shares; 2026Q2: 125,886 shares 125,886 $15.9M 0.55% +20,124 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: 355 shares; 2024Q4: 432 shares; 2025Q1: 486 shares; 2025Q2: 9,116 shares; 2025Q3: 10,789 shares; 2025Q4: 10,084 shares; 2026Q1: 12,710 shares; 2026Q2: 12,936 shares 12,936 $15.5M 0.53% +226 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: 9,220 shares; 2024Q4: 9,366 shares; 2025Q1: 9,255 shares; 2025Q2: 9,168 shares; 2025Q3: 9,188 shares; 2025Q4: 56,230 shares; 2026Q1: 82,348 shares; 2026Q2: 85,694 shares 85,694 $15.5M 0.53% +3,346 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: 435 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 468 shares; 2025Q3: 493 shares; 2025Q4: 364,010 shares; 2026Q1: 562,053 shares; 2026Q2: 334,950 shares 334,950 $15.1M 0.52% -227,103 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: 959 shares; 2025Q1: 946 shares; 2025Q2: 78,734 shares; 2025Q3: 77,062 shares; 2025Q4: 78,255 shares; 2026Q1: 111,001 shares; 2026Q2: 115,273 shares 115,273 $15.1M 0.52% +4,272 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: 16,998 shares; 2024Q4: 18,368 shares; 2025Q1: 25,158 shares; 2025Q2: 26,175 shares; 2025Q3: 36,277 shares; 2025Q4: 34,688 shares; 2026Q1: 35,493 shares; 2026Q2: 36,690 shares 36,690 $14.9M 0.51% +1,197 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,098 shares; 2024Q4: 138,484 shares; 2025Q1: 140,837 shares; 2025Q2: 146,203 shares; 2025Q3: 144,941 shares; 2025Q4: 145,456 shares; 2026Q1: 104,264 shares; 2026Q2: 124,160 shares 124,160 $14.9M 0.51% +19,896 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,603 shares; 2025Q1: 1,791 shares; 2025Q2: 1,622 shares; 2025Q3: 1,655 shares; 2025Q4: 1,512 shares; 2026Q1: 1,620 shares; 2026Q2: 30,840 shares 30,840 $14.7M 0.51% +29,220 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,135 shares; 2025Q2: 87,451 shares; 2025Q3: 127,167 shares; 2025Q4: 126,824 shares; 2026Q1: 130,401 shares; 2026Q2: 182,584 shares 182,584 $14.3M 0.49% +52,183 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: 149,814 shares; 2024Q4: 450,607 shares; 2025Q1: 451,534 shares; 2025Q2: 458,382 shares; 2025Q3: 426,441 shares; 2025Q4: 426,712 shares; 2026Q1: 408,780 shares; 2026Q2: 409,863 shares 409,863 $14.3M 0.49% +1,083 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: 4,489 shares; 2024Q4: 4,855 shares; 2025Q1: 410,669 shares; 2025Q2: 422,080 shares; 2025Q3: 417,187 shares; 2025Q4: 421,283 shares; 2026Q1: 430,811 shares; 2026Q2: 446,079 shares 446,079 $14.3M 0.49% +15,268 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: 18,546 shares; 2024Q4: 19,387 shares; 2025Q1: 19,632 shares; 2025Q2: 20,059 shares; 2025Q3: 20,326 shares; 2025Q4: 21,188 shares; 2026Q1: 21,739 shares; 2026Q2: 26,896 shares 26,896 $13.8M 0.47% +5,157 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: 19,228 shares; 2024Q4: 22,259 shares; 2025Q1: 19,167 shares; 2025Q2: 25,407 shares; 2025Q3: 26,149 shares; 2025Q4: 27,177 shares; 2026Q1: 27,196 shares; 2026Q2: 27,703 shares 27,703 $13.8M 0.47% +507 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 114 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 54,210 shares; 2025Q4: 54,088 shares; 2026Q1: 85,536 shares; 2026Q2: 89,506 shares 89,506 $13.6M 0.47% +3,970 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: 68,191 shares; 2024Q4: 67,291 shares; 2025Q1: 68,764 shares; 2025Q2: 70,169 shares; 2025Q3: 69,018 shares; 2025Q4: 69,857 shares; 2026Q1: 72,712 shares; 2026Q2: 75,354 shares 75,354 $13.5M 0.46% +2,642 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: 167,613 shares; 2024Q4: 331,725 shares; 2025Q1: 337,388 shares; 2025Q2: 351,014 shares; 2025Q3: 257,081 shares; 2025Q4: 253,794 shares; 2026Q1: 259,281 shares; 2026Q2: 271,399 shares 271,399 $13.5M 0.46% +12,118 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,258 shares; 2024Q4: 5,430 shares; 2025Q1: 5,478 shares; 2025Q2: 5,492 shares; 2025Q3: 5,518 shares; 2025Q4: 5,825 shares; 2026Q1: 5,971 shares; 2026Q2: 7,901 shares 7,901 $13.4M 0.46% +1,930 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 12,463 shares; 2026Q1: 15,899 shares; 2026Q2: 15,995 shares 15,995 $13.3M 0.46% +96 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: 24,013 shares; 2024Q4: 24,703 shares; 2025Q1: 20,586 shares; 2025Q2: 21,560 shares; 2025Q3: 21,806 shares; 2025Q4: 26,362 shares; 2026Q1: 26,682 shares; 2026Q2: 23,068 shares 23,068 $13M 0.45% -3,614 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: 17,500 shares; 2024Q4: 185,724 shares; 2025Q1: 192,978 shares; 2025Q2: 281,372 shares; 2025Q3: 277,549 shares; 2025Q4: 275,794 shares; 2026Q1: 288,730 shares; 2026Q2: 303,587 shares 303,587 $12.9M 0.44% +14,857 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: 239,752 shares; 2024Q4: 366,253 shares; 2025Q1: 387,779 shares; 2025Q2: 411,159 shares; 2025Q3: 472,644 shares; 2025Q4: 470,203 shares; 2026Q1: 486,519 shares; 2026Q2: 512,324 shares 512,324 $12.3M 0.42% +25,805 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: 38,320 shares; 2024Q4: 37,833 shares; 2025Q1: 37,816 shares; 2025Q2: 34,896 shares; 2025Q3: 35,105 shares; 2025Q4: 35,233 shares; 2026Q1: 36,301 shares; 2026Q2: 37,403 shares 37,403 $12.2M 0.42% +1,102 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: 32,113 shares; 2024Q4: 31,837 shares; 2025Q1: 5,844 shares; 2025Q2: 53,628 shares; 2025Q3: 52,984 shares; 2025Q4: 51,009 shares; 2026Q1: 42,547 shares; 2026Q2: 45,347 shares 45,347 $11.5M 0.39% +2,800 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: 3,720 shares; 2024Q4: 4,215 shares; 2025Q1: 4,023 shares; 2025Q2: 3,843 shares; 2025Q3: 3,806 shares; 2025Q4: 4,293 shares; 2026Q1: 42,392 shares; 2026Q2: 45,098 shares 45,098 $11.3M 0.39% +2,706 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: 19,946 shares; 2024Q4: 29,705 shares; 2025Q1: 30,246 shares; 2025Q2: 30,655 shares; 2025Q3: 30,890 shares; 2025Q4: 30,623 shares; 2026Q1: 31,188 shares; 2026Q2: 31,878 shares 31,878 $11.3M 0.39% +690 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: 14,601 shares; 2024Q4: 14,282 shares; 2025Q1: 25,267 shares; 2025Q2: 18,974 shares; 2025Q3: 19,127 shares; 2025Q4: 18,866 shares; 2026Q1: 19,117 shares; 2026Q2: 15,449 shares 15,449 $11.1M 0.38% -3,668 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: 79,483 shares; 2024Q4: 65,503 shares; 2025Q1: 66,368 shares; 2025Q2: 75,697 shares; 2025Q3: 73,511 shares; 2025Q4: 74,049 shares; 2026Q1: 75,441 shares; 2026Q2: 77,083 shares 77,083 $11M 0.38% +1,642 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: 75,990 shares; 2024Q4: 75,017 shares; 2025Q1: 82,245 shares; 2025Q2: 86,435 shares; 2025Q3: 84,044 shares; 2025Q4: 89,503 shares; 2026Q1: 62,972 shares; 2026Q2: 65,042 shares 65,042 $10.8M 0.37% +2,070 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 41,300 shares; 2025Q2: 47,446 shares; 2025Q3: 46,339 shares; 2025Q4: 45,582 shares; 2026Q1: 46,264 shares; 2026Q2: 47,489 shares 47,489 $10.6M 0.36% +1,225 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: 253,388 shares; 2024Q4: 503,285 shares; 2025Q1: 323,770 shares; 2025Q2: 326,770 shares; 2025Q3: 389,717 shares; 2025Q4: 384,809 shares; 2026Q1: 369,910 shares; 2026Q2: 372,825 shares 372,825 $10.3M 0.35% +2,915 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,637 shares; 2024Q4: 206,519 shares; 2025Q1: 208,897 shares; 2025Q2: 211,175 shares; 2025Q3: 205,940 shares; 2025Q4: 200,302 shares; 2026Q1: 205,457 shares; 2026Q2: 248,473 shares 248,473 $10.2M 0.35% +43,016 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: 19,655 shares; 2024Q4: 19,858 shares; 2025Q1: 26,256 shares; 2025Q2: 26,690 shares; 2025Q3: 27,467 shares; 2025Q4: 26,469 shares; 2026Q1: 15,384 shares; 2026Q2: 19,815 shares 19,815 $10.1M 0.35% +4,431 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: 63,746 shares; 2024Q4: 64,305 shares; 2025Q1: 66,595 shares; 2025Q2: 68,413 shares; 2025Q3: 77,413 shares; 2025Q4: 80,413 shares; 2026Q1: 58,327 shares; 2026Q2: 68,768 shares 68,768 $10.1M 0.35% +10,441 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: 162,021 shares; 2024Q4: 157,818 shares; 2025Q1: 125,096 shares; 2025Q2: 128,001 shares; 2025Q3: 126,506 shares; 2025Q4: 127,149 shares; 2026Q1: 129,420 shares; 2026Q2: 133,127 shares 133,127 $9.9M 0.34% +3,707 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: 4,547 shares; 2024Q4: 3,858 shares; 2025Q1: 3,851 shares; 2025Q2: 136,431 shares; 2025Q3: 134,567 shares; 2025Q4: 134,232 shares; 2026Q1: 138,156 shares; 2026Q2: 143,813 shares 143,813 $9.82M 0.34% +5,657 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: 5,135 shares; 2024Q4: 6,111 shares; 2025Q1: 6,061 shares; 2025Q2: 4,914 shares; 2025Q3: 4,998 shares; 2025Q4: 4,891 shares; 2026Q1: 4,800 shares; 2026Q2: 31,849 shares 31,849 $9.61M 0.33% +27,049 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: 419 shares; 2024Q4: 667 shares; 2025Q1: 673 shares; 2025Q2: 680 shares; 2025Q3: 681 shares; 2025Q4: 678 shares; 2026Q1: 710 shares; 2026Q2: 22,553 shares 22,553 $9.37M 0.32% +21,843 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: 10,533 shares; 2024Q4: 10,989 shares; 2025Q1: 11,374 shares; 2025Q2: 11,683 shares; 2025Q3: 13,203 shares; 2025Q4: 13,771 shares; 2026Q1: 9,995 shares; 2026Q2: 10,007 shares 10,007 $9.36M 0.32% +12 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: 519,682 shares; 2024Q4: 514,402 shares; 2025Q1: 296,479 shares; 2025Q2: 300,702 shares; 2025Q3: 293,712 shares; 2025Q4: 301,029 shares; 2026Q1: 314,736 shares; 2026Q2: 435,096 shares 435,096 $9.01M 0.31% +120,360 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 221,577 shares; 2025Q2: 229,519 shares; 2025Q3: 224,329 shares; 2025Q4: 248,458 shares; 2026Q1: 265,219 shares; 2026Q2: 338,244 shares 338,244 $8.98M 0.31% +73,025 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: 92,783 shares; 2024Q4: 90,565 shares; 2025Q1: 67,435 shares; 2025Q2: 69,250 shares; 2025Q3: 68,088 shares; 2025Q4: 67,154 shares; 2026Q1: 67,429 shares; 2026Q2: 70,149 shares 70,149 $8.86M 0.3% +2,720 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: 15,635 shares; 2024Q4: 15,413 shares; 2025Q1: 15,650 shares; 2025Q2: 15,985 shares; 2025Q3: 7,055 shares; 2025Q4: 7,083 shares; 2026Q1: 8,718 shares; 2026Q2: 9,078 shares 9,078 $8.73M 0.3% +360 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: 24,505 shares; 2024Q4: 21,924 shares; 2025Q1: 22,290 shares; 2025Q2: 26,518 shares; 2025Q3: 26,821 shares; 2025Q4: 27,968 shares; 2026Q1: 23,345 shares; 2026Q2: 24,619 shares 24,619 $8.68M 0.3% +1,274 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,944 shares; 2024Q4: 24,123 shares; 2025Q1: 25,724 shares; 2025Q2: 27,569 shares; 2025Q3: 28,088 shares; 2025Q4: 41,307 shares; 2026Q1: 43,384 shares; 2026Q2: 44,008 shares 44,008 $8.44M 0.29% +624 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: 45,813 shares; 2024Q4: 63,695 shares; 2025Q1: 65,364 shares; 2025Q2: 68,685 shares; 2025Q3: 71,319 shares; 2025Q4: 57,758 shares; 2026Q1: 59,677 shares; 2026Q2: 61,459 shares 61,459 $8.43M 0.29% +1,782 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,622 shares; 2025Q1: 13,010 shares; 2025Q2: 13,631 shares; 2025Q3: 13,794 shares; 2025Q4: 15,421 shares; 2026Q1: 18,486 shares; 2026Q2: 18,628 shares 18,628 $8.31M 0.28% +142 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: 112,820 shares; 2024Q4: 110,890 shares; 2025Q1: 95,424 shares; 2025Q2: 96,191 shares; 2025Q3: 97,719 shares; 2025Q4: 98,076 shares; 2026Q1: 69,301 shares; 2026Q2: 71,528 shares 71,528 $8.1M 0.28% +2,227 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,636 shares; 2024Q4: 33,823 shares; 2025Q1: 53,624 shares; 2025Q2: 19,684 shares; 2025Q3: 29,882 shares; 2025Q4: 36,046 shares; 2026Q1: 36,915 shares; 2026Q2: 37,929 shares 37,929 $8.08M 0.28% +1,014 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 53 shares; 2025Q2: 118 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 8,569 shares; 2026Q2: 10,312 shares 10,312 $7.79M 0.27% +1,743 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: 82,159 shares; 2024Q4: 80,119 shares; 2025Q1: 65,922 shares; 2025Q2: 68,942 shares; 2025Q3: 68,151 shares; 2025Q4: 51,588 shares; 2026Q1: 61,784 shares; 2026Q2: 65,143 shares 65,143 $7.44M 0.26% +3,359 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: 121,530 shares; 2024Q4: 137,715 shares; 2025Q1: 91,550 shares; 2025Q2: 91,699 shares; 2025Q3: 92,190 shares; 2025Q4: 94,762 shares; 2026Q1: 98,047 shares; 2026Q2: 101,294 shares 101,294 $7.31M 0.25% +3,247 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 138 shares; 2025Q2: 153 shares; 2025Q3: 195 shares; 2025Q4: 180 shares; 2026Q1: 192 shares; 2026Q2: 5,898 shares 5,898 $6.93M 0.24% +5,706 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: 13,482 shares; 2024Q4: 13,327 shares; 2025Q1: 13,478 shares; 2025Q2: 11,148 shares; 2025Q3: 11,257 shares; 2025Q4: 11,053 shares; 2026Q1: 422 shares; 2026Q2: 6,591 shares 6,591 $6.67M 0.23% +6,169 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: 34 shares; 2024Q4: 40 shares; 2025Q1: 12,519 shares; 2025Q2: 13,110 shares; 2025Q3: 16,576 shares; 2025Q4: 16,242 shares; 2026Q1: 16,219 shares; 2026Q2: 16,705 shares 16,705 $6.64M 0.23% +486 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: 11,260 shares; 2024Q4: 11,142 shares; 2025Q1: 11,165 shares; 2025Q2: 11,292 shares; 2025Q3: 18,350 shares; 2025Q4: 18,918 shares; 2026Q1: 19,849 shares; 2026Q2: 20,919 shares 20,919 $6.59M 0.23% +1,070 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 205 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 40,484 shares 40,484 $6.54M 0.22% +40,429 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: 19,847 shares; 2024Q4: 19,932 shares; 2025Q1: 17,680 shares; 2025Q2: 17,370 shares; 2025Q3: 17,499 shares; 2025Q4: 17,158 shares; 2026Q1: 17,310 shares; 2026Q2: 17,615 shares 17,615 $6.52M 0.22% +305 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: 22,147 shares; 2024Q4: 21,954 shares; 2025Q1: 22,180 shares; 2025Q2: 22,667 shares; 2025Q3: 25,389 shares; 2025Q4: 25,497 shares; 2026Q1: 25,764 shares; 2026Q2: 26,148 shares 26,148 $6.33M 0.22% +384 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: 20,039 shares; 2024Q4: 20,113 shares; 2025Q1: 20,734 shares; 2025Q2: 21,310 shares; 2025Q3: 17,099 shares; 2025Q4: 16,789 shares; 2026Q1: 16,995 shares; 2026Q2: 17,354 shares 17,354 $6.28M 0.22% +359 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: 27,077 shares; 2024Q4: 26,822 shares; 2025Q1: 27,079 shares; 2025Q2: 27,165 shares; 2025Q3: 26,576 shares; 2025Q4: 27,366 shares; 2026Q1: 43,021 shares; 2026Q2: 27,725 shares 27,725 $6.21M 0.21% -15,296 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 101 shares; 2025Q1: 92 shares; 2025Q2: 95 shares; 2025Q3: 99 shares; 2025Q4: 33,035 shares; 2026Q1: 34,401 shares; 2026Q2: 34,948 shares 34,948 $6.2M 0.21% +547 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: 23 shares; 2025Q4: 53 shares; 2026Q1: 61 shares; 2026Q2: 6,202 shares 6,202 $6.07M 0.21% +6,141 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: 121,105 shares; 2024Q4: 249,887 shares; 2025Q1: 253,564 shares; 2025Q2: 251,375 shares; 2025Q3: 249,047 shares; 2025Q4: 249,985 shares; 2026Q1: 258,607 shares; 2026Q2: 259,164 shares 259,164 $5.99M 0.21% +557 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: 27,298 shares; 2024Q4: 27,280 shares; 2025Q1: 27,660 shares; 2025Q2: 28,314 shares; 2025Q3: 28,866 shares; 2025Q4: 18,356 shares; 2026Q1: 18,526 shares; 2026Q2: 14,821 shares 14,821 $5.89M 0.2% -3,705 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,458 shares; 2024Q4: 109,919 shares; 2025Q1: 132,776 shares; 2025Q2: 132,759 shares; 2025Q3: 123,070 shares; 2025Q4: 122,909 shares; 2026Q1: 151,836 shares; 2026Q2: 153,041 shares 153,041 $5.55M 0.19% +1,205 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,049 shares; 2025Q2: 48,882 shares; 2025Q3: 56,225 shares; 2025Q4: 60,473 shares; 2026Q1: 65,565 shares; 2026Q2: 71,345 shares 71,345 $5.51M 0.19% +5,780 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,876 shares; 2024Q4: 70,804 shares; 2025Q1: 70,054 shares; 2025Q2: 58,200 shares; 2025Q3: 59,922 shares; 2025Q4: 60,808 shares; 2026Q1: 63,288 shares; 2026Q2: 64,991 shares 64,991 $5.22M 0.18% +1,703 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 17,612 shares; 2025Q4: 18,018 shares; 2026Q1: 18,824 shares; 2026Q2: 25,263 shares 25,263 $4.92M 0.17% +6,439 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,659 shares; 2024Q4: 319,168 shares; 2025Q1: 176,229 shares; 2025Q2: 173,307 shares; 2025Q3: 173,219 shares; 2025Q4: 185,092 shares; 2026Q1: 192,516 shares; 2026Q2: 192,766 shares 192,766 $4.13M 0.14% +250 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,732 shares; 2024Q4: 19,732 shares; 2025Q1: 19,732 shares; 2025Q2: 19,732 shares; 2025Q3: 19,732 shares; 2025Q4: 19,732 shares; 2026Q1: 19,734 shares; 2026Q2: 19,734 shares 19,734 $4.08M 0.14% 0 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: 6,201 shares; 2024Q4: 6,082 shares; 2025Q1: 6,189 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,639 shares; 2026Q1: 7,345 shares; 2026Q2: 29,476 shares 29,476 $3.66M 0.13% +22,131 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: 12,631 shares; 2024Q4: 12,631 shares; 2025Q1: 12,583 shares; 2025Q2: 12,687 shares; 2025Q3: 12,713 shares; 2025Q4: 14,664 shares; 2026Q1: 14,797 shares; 2026Q2: 20,557 shares 20,557 $3.38M 0.12% +5,760 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,964 shares 28,964 $3.36M 0.12% new 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: 32,491 shares; 2024Q4: 32,610 shares; 2025Q1: 33,184 shares; 2025Q2: 33,040 shares; 2025Q3: 33,061 shares; 2025Q4: 33,017 shares; 2026Q1: 33,249 shares; 2026Q2: 34,468 shares 34,468 $2.48M 0.09% +1,219 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: 37,175 shares; 2024Q4: 27,991 shares; 2025Q1: 29,250 shares; 2025Q2: 1,959 shares; 2025Q3: 1,718 shares; 2025Q4: 1,666 shares; 2026Q1: 1,670 shares; 2026Q2: 2,048 shares 2,048 $2.18M 0.07% +378 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: 2,447 shares; 2024Q4: 2,415 shares; 2025Q1: 2,409 shares; 2025Q2: 2,524 shares; 2025Q3: 2,711 shares; 2025Q4: 2,587 shares; 2026Q1: 2,881 shares; 2026Q2: 2,911 shares 2,911 $2.18M 0.07% +30 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: 4,025 shares; 2024Q4: 21,295 shares; 2025Q1: 21,630 shares; 2025Q2: 31,303 shares; 2025Q3: 41,763 shares; 2025Q4: 37,279 shares; 2026Q1: 47,902 shares; 2026Q2: 61,655 shares 61,655 $1.96M 0.07% +13,753 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: 807 shares; 2024Q4: 1,025 shares; 2025Q1: 1,060 shares; 2025Q2: 1,080 shares; 2025Q3: 990 shares; 2025Q4: 1,784 shares; 2026Q1: 1,903 shares; 2026Q2: 2,560 shares 2,560 $1.91M 0.07% +657 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: 22,299 shares; 2024Q4: 66,831 shares; 2025Q1: 75,073 shares; 2025Q2: 60,103 shares; 2025Q3: 60,176 shares; 2025Q4: 59,003 shares; 2026Q1: 68,100 shares; 2026Q2: 65,639 shares 65,639 $1.9M 0.07% -2,461 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: 4,525 shares; 2024Q4: 4,488 shares; 2025Q1: 5,402 shares; 2025Q2: 5,429 shares; 2025Q3: 6,151 shares; 2025Q4: 6,486 shares; 2026Q1: 5,247 shares; 2026Q2: 5,123 shares 5,123 $1.89M 0.06% -124 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: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,676 shares; 2025Q4: 1,714 shares; 2026Q1: 1,924 shares; 2026Q2: 15,757 shares 15,757 $1.88M 0.06% +13,833 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: 2,753 shares; 2024Q4: 2,378 shares; 2025Q1: 5,069 shares; 2025Q2: 5,206 shares; 2025Q3: 4,441 shares; 2025Q4: 4,335 shares; 2026Q1: 4,947 shares; 2026Q2: 5,185 shares 5,185 $1.83M 0.06% +238 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: 2,857 shares; 2024Q4: 2,591 shares; 2025Q1: 3,109 shares; 2025Q2: 3,347 shares; 2025Q3: 2,829 shares; 2025Q4: 2,690 shares; 2026Q1: 2,863 shares; 2026Q2: 3,046 shares 3,046 $1.77M 0.06% +183 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,186 shares; 2024Q4: 14,334 shares; 2025Q1: 14,157 shares; 2025Q2: 14,982 shares; 2025Q3: 14,279 shares; 2025Q4: 13,914 shares; 2026Q1: 10,773 shares; 2026Q2: 10,798 shares 10,798 $1.77M 0.06% +25 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 2,568 shares; 2025Q1: 2,134 shares; 2025Q2: 2,084 shares; 2025Q3: 2,283 shares; 2025Q4: 3,616 shares; 2026Q1: 2,760 shares; 2026Q2: 20,488 shares 20,488 $1.76M 0.06% +17,728 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: 10,993 shares; 2024Q4: 11,221 shares; 2025Q1: 11,422 shares; 2025Q2: 11,465 shares; 2025Q3: 11,418 shares; 2025Q4: 11,634 shares; 2026Q1: 11,790 shares; 2026Q2: 12,002 shares 12,002 $1.76M 0.06% +212 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,098 shares; 2024Q4: 40,673 shares; 2025Q1: 40,652 shares; 2025Q2: 39,062 shares; 2025Q3: 41,403 shares; 2025Q4: 41,245 shares; 2026Q1: 33,463 shares; 2026Q2: 34,013 shares 34,013 $1.61M 0.06% +550 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: 16,746 shares; 2024Q4: 17,068 shares; 2025Q1: 11,910 shares; 2025Q2: 11,953 shares; 2025Q3: 11,897 shares; 2025Q4: 7,536 shares; 2026Q1: 7,265 shares; 2026Q2: 20,774 shares 20,774 $1.61M 0.06% +13,509 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: 4,753 shares; 2024Q4: 4,783 shares; 2025Q1: 4,795 shares; 2025Q2: 4,699 shares; 2025Q3: 4,699 shares; 2025Q4: 4,724 shares; 2026Q1: 6,008 shares; 2026Q2: 5,983 shares 5,983 $1.45M 0.05% -25 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: 2,324 shares; 2024Q4: 1,144 shares; 2025Q1: 2,360 shares; 2025Q2: 2,864 shares; 2025Q3: 2,953 shares; 2025Q4: 1,141 shares; 2026Q1: 3,075 shares; 2026Q2: 3,436 shares 3,436 $1.45M 0.05% +361 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,803 shares; 2024Q4: 18,745 shares; 2025Q1: 18,745 shares; 2025Q2: 18,745 shares; 2025Q3: 18,720 shares; 2025Q4: 18,317 shares; 2026Q1: 18,317 shares; 2026Q2: 18,317 shares 18,317 $1.43M 0.05% 0 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: 9,048 shares; 2024Q4: 9,140 shares; 2025Q1: 9,291 shares; 2025Q2: 8,513 shares; 2025Q3: 8,422 shares; 2025Q4: 8,736 shares; 2026Q1: 8,745 shares; 2026Q2: 8,989 shares 8,989 $1.42M 0.05% +244 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,366 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares; 2025Q4: 13,694 shares; 2026Q1: 13,694 shares; 2026Q2: 13,743 shares 13,743 $1.19M 0.04% +49 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: 41,192 shares; 2024Q4: 41,143 shares; 2025Q1: 42,275 shares; 2025Q2: 42,790 shares; 2025Q3: 42,260 shares; 2025Q4: 28,746 shares; 2026Q1: 28,772 shares; 2026Q2: 28,917 shares 28,917 $1.06M 0.04% +145 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: 2,718 shares; 2024Q4: 2,717 shares; 2025Q1: 2,856 shares; 2025Q2: 2,526 shares; 2025Q3: 2,533 shares; 2025Q4: 2,155 shares; 2026Q1: 2,184 shares; 2026Q2: 2,383 shares 2,383 $1.02M 0.03% +199 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: 59,435 shares; 2024Q4: 70,256 shares; 2025Q1: 6,640 shares; 2025Q2: 6,927 shares; 2025Q3: 6,178 shares; 2025Q4: 7,180 shares; 2026Q1: 7,284 shares; 2026Q2: 7,849 shares 7,849 $1.01M 0.03% +565 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: 1,912 shares; 2024Q4: 1,942 shares; 2025Q1: 2,405 shares; 2025Q2: 2,086 shares; 2025Q3: 1,843 shares; 2025Q4: 1,699 shares; 2026Q1: 1,770 shares; 2026Q2: 2,004 shares 2,004 $1M 0.03% +234 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: 7,606 shares; 2024Q4: 7,256 shares; 2025Q1: 7,256 shares; 2025Q2: 10,614 shares; 2025Q3: 12,209 shares; 2025Q4: 13,250 shares; 2026Q1: 13,306 shares; 2026Q2: 12,320 shares 12,320 $950K 0.03% -986 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: 613,695 shares; 2024Q4: 599,287 shares; 2025Q1: 597,111 shares; 2025Q2: 412,892 shares; 2025Q3: 5,108 shares; 2025Q4: 3,372 shares; 2026Q1: 4,229 shares; 2026Q2: 4,318 shares 4,318 $947K 0.03% +89 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: 3,366 shares; 2024Q4: 3,369 shares; 2025Q1: 3,321 shares; 2025Q2: 3,282 shares; 2025Q3: 3,284 shares; 2025Q4: 3,316 shares; 2026Q1: 3,500 shares; 2026Q2: 4,330 shares 4,330 $944K 0.03% +830 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: 6,320 shares; 2024Q4: 6,520 shares; 2025Q1: 6,968 shares; 2025Q2: 6,866 shares; 2025Q3: 6,866 shares; 2025Q4: 7,319 shares; 2026Q1: 10,841 shares; 2026Q2: 10,888 shares 10,888 $902K 0.03% +47 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: 89,277 shares; 2024Q4: 104,202 shares; 2025Q1: 64,451 shares; 2025Q2: 63,831 shares; 2025Q3: 65,586 shares; 2025Q4: 80,923 shares; 2026Q1: 82,344 shares; 2026Q2: 11,086 shares 11,086 $901K 0.03% -71,258 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: 1,298 shares; 2024Q4: 1,398 shares; 2025Q1: 1,298 shares; 2025Q2: 1,462 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,440 shares; 2026Q2: 2,008 shares 2,008 $866K 0.03% +568 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: 17,191 shares; 2024Q4: 51,774 shares; 2025Q1: 100,526 shares; 2025Q2: 102,229 shares; 2025Q3: 31,070 shares; 2025Q4: 31,257 shares; 2026Q1: 23,361 shares; 2026Q2: 23,364 shares 23,364 $861K 0.03% +3 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 21 shares; 2025Q3: 503 shares; 2025Q4: 686 shares; 2026Q1: 17,599 shares; 2026Q2: 15,139 shares 15,139 $860K 0.03% -2,460 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: 6,609 shares; 2024Q4: 6,790 shares; 2025Q1: 6,639 shares; 2025Q2: 6,639 shares; 2025Q3: 6,489 shares; 2025Q4: 6,521 shares; 2026Q1: 6,623 shares; 2026Q2: 6,623 shares 6,623 $847K 0.03% 0 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: 10,812 shares; 2024Q4: 10,812 shares; 2025Q1: 11,012 shares; 2025Q2: 10,983 shares; 2025Q3: 11,033 shares; 2025Q4: 11,083 shares; 2026Q1: 11,083 shares; 2026Q2: 11,083 shares 11,083 $837K 0.03% 0 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 2,018 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 2,019 shares 2,019 $827K 0.03% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,896 shares; 2024Q4: 10,906 shares; 2025Q1: 11,713 shares; 2025Q2: 11,727 shares; 2025Q3: 11,738 shares; 2025Q4: 11,748 shares; 2026Q1: 11,758 shares; 2026Q2: 12,766 shares 12,766 $823K 0.03% +1,008 Timeline FTEC 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: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,804 shares; 2026Q2: 2,804 shares 2,804 $801K 0.03% 0 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: 155 shares; 2024Q4: 1,550 shares; 2025Q1: 1,553 shares; 2025Q2: 1,562 shares; 2025Q3: 1,595 shares; 2025Q4: 1,608 shares; 2026Q1: 1,630 shares; 2026Q2: 1,807 shares 1,807 $783K 0.03% +177 Timeline SCYB 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: 28,301 shares; 2025Q2: 28,006 shares; 2025Q3: 28,476 shares; 2025Q4: 29,008 shares; 2026Q1: 30,455 shares; 2026Q2: 29,903 shares 29,903 $783K 0.03% -552 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,938 shares; 2024Q4: 12,913 shares; 2025Q1: 13,017 shares; 2025Q2: 13,181 shares; 2025Q3: 10,870 shares; 2025Q4: 2,220 shares; 2026Q1: 2,233 shares; 2026Q2: 2,244 shares 2,244 $759K 0.03% +11 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: 1,186 shares; 2024Q4: 1,201 shares; 2025Q1: 1,191 shares; 2025Q2: 2,093 shares; 2025Q3: 2,444 shares; 2025Q4: 4,423 shares; 2026Q1: 4,458 shares; 2026Q2: 4,554 shares 4,554 $745K 0.03% +96 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: 5,617 shares; 2024Q4: 5,617 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 5,617 shares; 2026Q1: 5,617 shares; 2026Q2: 5,617 shares 5,617 $739K 0.03% 0 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: 5,166 shares; 2024Q4: 5,155 shares; 2025Q1: 5,903 shares; 2025Q2: 7,297 shares; 2025Q3: 8,637 shares; 2025Q4: 6,563 shares; 2026Q1: 6,577 shares; 2026Q2: 7,310 shares 7,310 $736K 0.03% +733 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 477 shares; 2025Q4: 481 shares; 2026Q1: 485 shares; 2026Q2: 759 shares 759 $732K 0.03% +274 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,447 shares; 2025Q1: 4,457 shares; 2025Q2: 4,457 shares; 2025Q3: 4,546 shares; 2025Q4: 4,565 shares; 2026Q1: 4,275 shares; 2026Q2: 5,952 shares 5,952 $723K 0.02% +1,677 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: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 7,140 shares; 2025Q2: 7,125 shares; 2025Q3: 7,174 shares; 2025Q4: 7,128 shares; 2026Q1: 7,078 shares; 2026Q2: 7,875 shares 7,875 $722K 0.02% +797 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: 8,137 shares; 2024Q4: 8,137 shares; 2025Q1: 8,137 shares; 2025Q2: 8,137 shares; 2025Q3: 8,137 shares; 2025Q4: 8,342 shares; 2026Q1: 8,342 shares; 2026Q2: 8,137 shares 8,137 $714K 0.02% -205 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: 2,423 shares; 2024Q4: 2,759 shares; 2025Q1: 3,102 shares; 2025Q2: 2,829 shares; 2025Q3: 3,014 shares; 2025Q4: 3,686 shares; 2026Q1: 6,595 shares; 2026Q2: 7,356 shares 7,356 $710K 0.02% +761 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 4,170 shares; 2025Q1: 4,257 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,638 shares; 2026Q1: 4,638 shares; 2026Q2: 5,656 shares 5,656 $704K 0.02% +1,018 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: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 68 shares; 2026Q1: 76 shares; 2026Q2: 305 shares 305 $693K 0.02% +229 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: 581 shares; 2024Q4: 740 shares; 2025Q1: 1,029 shares; 2025Q2: 1,095 shares; 2025Q3: 1,088 shares; 2025Q4: 914 shares; 2026Q1: 900 shares; 2026Q2: 893 shares 893 $681K 0.02% -7 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 309 shares; 2025Q4: 369 shares; 2026Q1: 332 shares; 2026Q2: 1,056 shares 1,056 $675K 0.02% +724 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 6,982 shares; 2026Q2: 12,839 shares 12,839 $655K 0.02% +5,857 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 60 shares; 2025Q1: 124 shares; 2025Q2: 316 shares; 2025Q3: 515 shares; 2025Q4: 1,273 shares; 2026Q1: 1,276 shares; 2026Q2: 1,281 shares 1,281 $653K 0.02% +5 Timeline VOOG 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: 55 shares; 2024Q4: 70 shares; 2025Q1: 83 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 130 shares; 2026Q1: 95 shares; 2026Q2: 7,886 shares 7,886 $652K 0.02% +7,791 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 20 shares; 2025Q3: 961 shares; 2025Q4: 882 shares; 2026Q1: 889 shares; 2026Q2: 907 shares 907 $647K 0.02% +18 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: 4,083 shares; 2024Q4: 3,971 shares; 2025Q1: 3,907 shares; 2025Q2: 3,907 shares; 2025Q3: 3,912 shares; 2025Q4: 3,919 shares; 2026Q1: 3,900 shares; 2026Q2: 5,070 shares 5,070 $640K 0.02% +1,170 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,912 shares; 2024Q4: 10,953 shares; 2025Q1: 10,928 shares; 2025Q2: 10,956 shares; 2025Q3: 11,013 shares; 2025Q4: 11,013 shares; 2026Q1: 11,065 shares; 2026Q2: 11,095 shares 11,095 $632K 0.02% +30 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: 934 shares; 2024Q4: 915 shares; 2025Q1: 929 shares; 2025Q2: 943 shares; 2025Q3: 945 shares; 2025Q4: 949 shares; 2026Q1: 973 shares; 2026Q2: 982 shares 982 $623K 0.02% +9 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 435 shares; 2025Q1: 459 shares; 2025Q2: 12,789 shares; 2025Q3: 673 shares; 2025Q4: 504 shares; 2026Q1: 3,814 shares; 2026Q2: 4,995 shares 4,995 $622K 0.02% +1,181 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,256 shares; 2025Q1: 3,268 shares; 2025Q2: 3,257 shares; 2025Q3: 3,266 shares; 2025Q4: 2,834 shares; 2026Q1: 2,480 shares; 2026Q2: 2,485 shares 2,485 $612K 0.02% +5 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: 1,200 shares; 2024Q4: 1,419 shares; 2025Q1: 1,304 shares; 2025Q2: 1,836 shares; 2025Q3: 1,699 shares; 2025Q4: 2,746 shares; 2026Q1: 2,507 shares; 2026Q2: 2,378 shares 2,378 $607K 0.02% -129 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,664 shares; 2024Q4: 14,806 shares; 2025Q1: 14,785 shares; 2025Q2: 14,839 shares; 2025Q3: 8,543 shares; 2025Q4: 8,555 shares; 2026Q1: 9,653 shares; 2026Q2: 9,784 shares 9,784 $595K 0.02% +131 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,450 shares; 2025Q1: 1,424 shares; 2025Q2: 1,981 shares; 2025Q3: 2,046 shares; 2025Q4: 2,153 shares; 2026Q1: 2,648 shares; 2026Q2: 2,767 shares 2,767 $589K 0.02% +119 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 2,331 shares; 2026Q2: 9,371 shares 9,371 $576K 0.02% +7,040 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: 10,963 shares; 2024Q4: 10,963 shares; 2025Q1: 10,963 shares; 2025Q2: 11,493 shares; 2025Q3: 11,700 shares; 2025Q4: 14,455 shares; 2026Q1: 10,692 shares; 2026Q2: 10,751 shares 10,751 $575K 0.02% +59 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: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 400 shares; 2025Q2: 20,739 shares; 2025Q3: 16,237 shares; 2025Q4: 16,327 shares; 2026Q1: 16,942 shares; 2026Q2: 16,862 shares 16,862 $572K 0.02% -80 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,677 shares; 2024Q4: 9,068 shares; 2025Q1: 9,116 shares; 2025Q2: 4,861 shares; 2025Q3: 4,862 shares; 2025Q4: 3,554 shares; 2026Q1: 4,143 shares; 2026Q2: 4,159 shares 4,159 $572K 0.02% +16 Timeline AVDE 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: 2,740 shares; 2025Q4: 4,858 shares; 2026Q1: 6,499 shares; 2026Q2: 6,357 shares 6,357 $567K 0.02% -142 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: 3,315 shares 3,315 $566K 0.02% new Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 3,803 shares 3,803 $563K 0.02% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,069 shares; 2025Q1: 2,083 shares; 2025Q2: 2,103 shares; 2025Q3: 2,657 shares; 2025Q4: 3,455 shares; 2026Q1: 5,270 shares; 2026Q2: 5,999 shares 5,999 $550K 0.02% +729 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: 65,120 shares; 2024Q4: 64,267 shares; 2025Q1: 3,457 shares; 2025Q2: 3,729 shares; 2025Q3: 3,716 shares; 2025Q4: 3,454 shares; 2026Q1: 3,526 shares; 2026Q2: 4,034 shares 4,034 $546K 0.02% +508 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 3,204 shares; 2025Q1: 3,700 shares; 2025Q2: 3,627 shares; 2025Q3: 4,333 shares; 2025Q4: 4,096 shares; 2026Q1: 4,738 shares; 2026Q2: 4,645 shares 4,645 $542K 0.02% -93 Timeline SPYD 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: 13,689 shares; 2024Q4: 15,370 shares; 2025Q1: 15,723 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 1,642 shares; 2026Q1: 4,928 shares; 2026Q2: 11,073 shares 11,073 $528K 0.02% +6,145 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: 4,117 shares; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares; 2026Q2: 5,159 shares 5,159 $511K 0.02% -93 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,212 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,212 shares; 2025Q3: 10,224 shares; 2025Q4: 10,461 shares; 2026Q1: 10,714 shares; 2026Q2: 10,694 shares 10,694 $510K 0.02% -20 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 3,055 shares; 2025Q2: 3,011 shares; 2025Q3: 3,025 shares; 2025Q4: 3,562 shares; 2026Q1: 3,089 shares; 2026Q2: 4,229 shares 4,229 $498K 0.02% +1,140 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: 23,819 shares; 2024Q4: 1,732 shares; 2025Q1: 1,545 shares; 2025Q2: 1,612 shares; 2025Q3: 1,620 shares; 2025Q4: 1,667 shares; 2026Q1: 1,694 shares; 2026Q2: 1,839 shares 1,839 $497K 0.02% +145 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: 6,809 shares; 2024Q4: 2,816 shares; 2025Q1: 2,387 shares; 2025Q2: 2,465 shares; 2025Q3: 2,893 shares; 2025Q4: 2,644 shares; 2026Q1: 2,323 shares; 2026Q2: 3,530 shares 3,530 $493K 0.02% +1,207 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,011 shares; 2024Q4: 9,727 shares; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 9,727 shares; 2026Q1: 9,727 shares; 2026Q2: 8,748 shares 8,748 $493K 0.02% -979 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 52 shares; 2026Q2: 2,402 shares 2,402 $485K 0.02% +2,350 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: 9,006 shares; 2024Q4: 9,006 shares; 2025Q1: 8,926 shares; 2025Q2: 8,834 shares; 2025Q3: 8,533 shares; 2025Q4: 8,533 shares; 2026Q1: 8,533 shares; 2026Q2: 8,904 shares 8,904 $483K 0.02% +371 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: 3,172 shares; 2024Q4: 3,472 shares; 2025Q1: 3,268 shares; 2025Q2: 2,808 shares; 2025Q3: 3,233 shares; 2025Q4: 3,215 shares; 2026Q1: 3,247 shares; 2026Q2: 6,317 shares 6,317 $477K 0.02% +3,070 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,381 shares; 2026Q1: 2,383 shares; 2026Q2: 2,673 shares 2,673 $472K 0.02% +290 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,747 shares; 2025Q1: 1,805 shares; 2025Q2: 1,860 shares; 2025Q3: 1,873 shares; 2025Q4: 1,876 shares; 2026Q1: 2,003 shares; 2026Q2: 2,080 shares 2,080 $459K 0.02% +77 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: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,278 shares; 2025Q3: 1,178 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 1,858 shares 1,858 $451K 0.02% +1,030 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: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,629 shares; 2025Q2: 4,629 shares; 2025Q3: 4,540 shares; 2025Q4: 4,547 shares; 2026Q1: 4,363 shares; 2026Q2: 7,210 shares 7,210 $445K 0.02% +2,847 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: 2,368 shares; 2024Q4: 2,548 shares; 2025Q1: 2,535 shares; 2025Q2: 2,552 shares; 2025Q3: 2,587 shares; 2025Q4: 2,614 shares; 2026Q1: 2,239 shares; 2026Q2: 2,334 shares 2,334 $443K 0.02% +95 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 1,968 shares; 2025Q1: 1,922 shares; 2025Q2: 1,962 shares; 2025Q3: 1,974 shares; 2025Q4: 2,823 shares; 2026Q1: 2,905 shares; 2026Q2: 3,167 shares 3,167 $433K 0.01% +262 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,695 shares; 2024Q4: 6,544 shares; 2025Q1: 6,476 shares; 2025Q2: 5,918 shares; 2025Q3: 6,011 shares; 2025Q4: 5,884 shares; 2026Q1: 4,404 shares; 2026Q2: 4,180 shares 4,180 $430K 0.01% -224 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,607 shares; 2025Q1: 7,097 shares; 2025Q2: 6,348 shares; 2025Q3: 7,757 shares; 2025Q4: 8,652 shares; 2026Q1: 9,712 shares; 2026Q2: 9,136 shares 9,136 $428K 0.01% -576 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: 2,292 shares; 2024Q4: 9,399 shares; 2025Q1: 8,940 shares; 2025Q2: 10,176 shares; 2025Q3: 10,860 shares; 2025Q4: 10,568 shares; 2026Q1: 10,593 shares; 2026Q2: 14,493 shares 14,493 $427K 0.01% +3,900 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: 4,008 shares; 2024Q4: 3,867 shares; 2025Q1: 4,187 shares; 2025Q2: 4,191 shares; 2025Q3: 2,947 shares; 2025Q4: 3,000 shares; 2026Q1: 3,447 shares; 2026Q2: 3,451 shares 3,451 $411K 0.01% +4 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,218 shares; 2024Q4: 13,218 shares; 2025Q1: 13,240 shares; 2025Q2: 13,243 shares; 2025Q3: 13,270 shares; 2025Q4: 13,277 shares; 2026Q1: 13,345 shares; 2026Q2: 13,346 shares 13,346 $403K 0.01% +1 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: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,078 shares; 2025Q2: 969 shares; 2025Q3: 1,429 shares; 2025Q4: 2,050 shares; 2026Q1: 2,683 shares; 2026Q2: 2,713 shares 2,713 $397K 0.01% +30 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: 115 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 7,925 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,927 shares; 2026Q2: 7,925 shares 7,925 $385K 0.01% -2 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: 23,918 shares; 2024Q4: 31,760 shares; 2025Q1: 32,184 shares; 2025Q2: 32,788 shares; 2025Q3: 36,503 shares; 2025Q4: 19,416 shares; 2026Q1: 19,926 shares; 2026Q2: 19,935 shares 19,935 $381K 0.01% +9 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: 2,313 shares; 2024Q4: 1,923 shares; 2025Q1: 1,435 shares; 2025Q2: 1,535 shares; 2025Q3: 1,935 shares; 2025Q4: 3,630 shares; 2026Q1: 5,258 shares; 2026Q2: 11,323 shares 11,323 $377K 0.01% +6,065 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: 843 shares; 2024Q4: 976 shares; 2025Q1: 2,146 shares; 2025Q2: 973 shares; 2025Q3: 1,573 shares; 2025Q4: 1,511 shares; 2026Q1: 2,709 shares; 2026Q2: 1,592 shares 1,592 $377K 0.01% -1,117 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: 1,315 shares; 2024Q4: 1,374 shares; 2025Q1: 1,405 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares; 2025Q4: 1,370 shares; 2026Q1: 1,136 shares; 2026Q2: 4,596 shares 4,596 $370K 0.01% +3,460 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: 691 shares; 2024Q4: 398 shares; 2025Q1: 376 shares; 2025Q2: 428 shares; 2025Q3: 510 shares; 2025Q4: 115 shares; 2026Q1: 166 shares; 2026Q2: 1,240 shares 1,240 $370K 0.01% +1,074 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: 1,275 shares; 2024Q4: 1,876 shares; 2025Q1: 1,701 shares; 2025Q2: 1,903 shares; 2025Q3: 1,626 shares; 2025Q4: 1,967 shares; 2026Q1: 1,269 shares; 2026Q2: 1,692 shares 1,692 $366K 0.01% +423 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,324 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $366K 0.01% 0 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: 543 shares; 2024Q4: 548 shares; 2025Q1: 543 shares; 2025Q2: 1,413 shares; 2025Q3: 987 shares; 2025Q4: 1,220 shares; 2026Q1: 1,036 shares; 2026Q2: 1,199 shares 1,199 $360K 0.01% +163 Timeline AUSF 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: 928,461 shares; 2025Q4: 957,324 shares; 2026Q1: 967,641 shares; 2026Q2: 7,172 shares 7,172 $350K 0.01% -960,469 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: 12,938 shares; 2024Q4: 13,981 shares; 2025Q1: 1,698 shares; 2025Q2: 1,670 shares; 2025Q3: 1,682 shares; 2025Q4: 1,695 shares; 2026Q1: 1,689 shares; 2026Q2: 1,694 shares 1,694 $347K 0.01% +5 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: 1,021 shares; 2024Q4: 1,161 shares; 2025Q1: 1,314 shares; 2025Q2: 1,174 shares; 2025Q3: 1,175 shares; 2025Q4: 1,176 shares; 2026Q1: 2,011 shares; 2026Q2: 6,046 shares 6,046 $341K 0.01% +4,035 Timeline GCOW 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: 7,784 shares; 2024Q4: 7,852 shares; 2025Q1: 7,852 shares; 2025Q2: 7,852 shares; 2025Q3: 7,852 shares; 2025Q4: 7,852 shares; 2026Q1: 7,852 shares; 2026Q2: 7,852 shares 7,852 $340K 0.01% 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: 435 shares; 2024Q4: 535 shares; 2025Q1: 472 shares; 2025Q2: 463 shares; 2025Q3: 521 shares; 2025Q4: 648 shares; 2026Q1: 781 shares; 2026Q2: 901 shares 901 $337K 0.01% +120 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: 59,919 shares; 2024Q4: 59,816 shares; 2025Q1: 100,429 shares; 2025Q2: 104,491 shares; 2025Q3: 103,638 shares; 2025Q4: 106,434 shares; 2026Q1: 2,812 shares; 2026Q2: 3,111 shares 3,111 $336K 0.01% +299 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,668 shares; 2025Q1: 1,672 shares; 2025Q2: 1,821 shares; 2025Q3: 1,816 shares; 2025Q4: 1,814 shares; 2026Q1: 1,889 shares; 2026Q2: 1,910 shares 1,910 $335K 0.01% +21 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,345 shares; 2024Q4: 6,376 shares; 2025Q1: 6,582 shares; 2025Q2: 6,379 shares; 2025Q3: 6,380 shares; 2025Q4: 6,380 shares; 2026Q1: 6,380 shares; 2026Q2: 6,383 shares 6,383 $334K 0.01% +3 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,380 shares; 2025Q1: 1,375 shares; 2025Q2: 1,393 shares; 2025Q3: 1,243 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 913 shares 913 $334K 0.01% -30 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 3,991 shares; 2025Q4: 4,013 shares; 2026Q1: 4,031 shares; 2026Q2: 4,112 shares 4,112 $334K 0.01% +81 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,913 shares; 2024Q4: 2,916 shares; 2025Q1: 3,160 shares; 2025Q2: 3,160 shares; 2025Q3: 3,110 shares; 2025Q4: 3,111 shares; 2026Q1: 2,815 shares; 2026Q2: 3,219 shares 3,219 $316K 0.01% +404 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: 7,218 shares; 2024Q4: 7,218 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares; 2026Q2: 3,618 shares 3,618 $314K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,105 shares; 2025Q3: 1,106 shares; 2025Q4: 1,872 shares; 2026Q1: 3,574 shares; 2026Q2: 3,669 shares 3,669 $307K 0.01% +95 Timeline VIS 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: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $303K 0.01% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 7,380 shares; 2026Q2: 6,190 shares 6,190 $302K 0.01% -1,190 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: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,526 shares; 2025Q2: 1,553 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,328 shares; 2026Q2: 1,323 shares 1,323 $300K 0.01% -5 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 701 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 3,707 shares 3,707 $300K 0.01% +3,705 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 909 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $297K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,666 shares; 2024Q4: 11,669 shares; 2025Q1: 8,802 shares; 2025Q2: 556 shares; 2025Q3: 849 shares; 2025Q4: 559 shares; 2026Q1: 624 shares; 2026Q2: 703 shares 703 $292K 0.01% +79 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $288K 0.01% 0 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $284K 0.01% 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: 30,716 shares; 2024Q4: 30,637 shares; 2025Q1: 21,574 shares; 2025Q2: 877 shares; 2025Q3: 600 shares; 2025Q4: 647 shares; 2026Q1: 668 shares; 2026Q2: 945 shares 945 $282K 0.01% +277 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: 3,779 shares; 2024Q4: 3,780 shares; 2025Q1: 3,819 shares; 2025Q2: 4,345 shares; 2025Q3: 3,952 shares; 2025Q4: 3,895 shares; 2026Q1: 3,909 shares; 2026Q2: 4,709 shares 4,709 $281K 0.01% +800 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: 1,941 shares; 2024Q4: 1,965 shares; 2025Q1: 1,353 shares; 2025Q2: 1,262 shares; 2025Q3: 1,284 shares; 2025Q4: 1,143 shares; 2026Q1: 870 shares; 2026Q2: 915 shares 915 $277K 0.01% +45 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,210 shares; 2025Q1: 2,310 shares; 2025Q2: 2,361 shares; 2025Q3: 2,783 shares; 2025Q4: 3,148 shares; 2026Q1: 1,900 shares; 2026Q2: 2,705 shares 2,705 $276K 0.01% +805 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: 1,349 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,302 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares; 2026Q2: 1,397 shares 1,397 $276K 0.01% +201 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 5,982 shares; 2025Q1: 4,634 shares; 2025Q2: 2,980 shares; 2025Q3: 3,831 shares; 2025Q4: 3,702 shares; 2026Q1: 4,580 shares; 2026Q2: 3,584 shares 3,584 $275K 0.01% -996 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,132 shares; 2024Q4: 8,710 shares; 2025Q1: 8,685 shares; 2025Q2: 8,244 shares; 2025Q3: 8,002 shares; 2025Q4: 7,388 shares; 2026Q1: 5,062 shares; 2026Q2: 5,019 shares 5,019 $274K 0.01% -43 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: 584 shares; 2025Q2: 663 shares; 2025Q3: 1,085 shares; 2025Q4: 1,077 shares; 2026Q1: 1,099 shares; 2026Q2: 1,094 shares 1,094 $272K 0.01% -5 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: 898 shares; 2024Q4: 1,117 shares; 2025Q1: 1,313 shares; 2025Q2: 1,543 shares; 2025Q3: 1,593 shares; 2025Q4: 1,601 shares; 2026Q1: 1,827 shares; 2026Q2: 3,279 shares 3,279 $271K 0.01% +1,452 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: 1,548 shares; 2024Q4: 1,561 shares; 2025Q1: 1,658 shares; 2025Q2: 1,918 shares; 2025Q3: 1,939 shares; 2025Q4: 2,066 shares; 2026Q1: 2,254 shares; 2026Q2: 2,780 shares 2,780 $266K 0.01% +526 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $266K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,452 shares; 2025Q1: 1,457 shares; 2025Q2: 1,539 shares; 2025Q3: 1,482 shares; 2025Q4: 1,471 shares; 2026Q1: 1,495 shares; 2026Q2: 1,636 shares 1,636 $262K 0.01% +141 Timeline CWB 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: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,415 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 2,411 shares 2,411 $260K 0.01% +1 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: 5,134 shares; 2024Q4: 5,197 shares; 2025Q1: 5,274 shares; 2025Q2: 5,273 shares; 2025Q3: 5,507 shares; 2025Q4: 4,060 shares; 2026Q1: 4,208 shares; 2026Q2: 4,289 shares 4,289 $259K 0.01% +81 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: 5 shares; 2024Q4: 223 shares; 2025Q1: 162 shares; 2025Q2: 114 shares; 2025Q3: 170 shares; 2025Q4: 307 shares; 2026Q1: 322 shares; 2026Q2: 1,830 shares 1,830 $256K 0.01% +1,508 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: 927 shares; 2024Q4: 1,027 shares; 2025Q1: 910 shares; 2025Q2: 927 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 1,185 shares; 2026Q2: 959 shares 959 $250K 0.01% -226 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: 636 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 674 shares; 2025Q3: 687 shares; 2025Q4: 667 shares; 2026Q1: 658 shares; 2026Q2: 737 shares 737 $249K 0.01% +79 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 347 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 397 shares 397 $248K 0.01% -50 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: 115 shares; 2024Q4: 119 shares; 2025Q1: 117 shares; 2025Q2: 121 shares; 2025Q3: 131 shares; 2025Q4: 129 shares; 2026Q1: 144 shares; 2026Q2: 668 shares 668 $248K 0.01% +524 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 253 shares; 2025Q2: 422 shares; 2025Q3: 480 shares; 2025Q4: 481 shares; 2026Q1: 342 shares; 2026Q2: 470 shares 470 $246K 0.01% +128 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares; 2026Q2: 13,005 shares 13,005 $245K 0.01% +6,805 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: 41,206 shares; 2024Q4: 81,892 shares; 2025Q1: 40,718 shares; 2025Q2: 42,870 shares; 2025Q3: 1,938 shares; 2025Q4: 5,644 shares; 2026Q1: 6,540 shares; 2026Q2: 6,723 shares 6,723 $243K 0.01% +183 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $241K 0.01% new 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: 879 shares; 2024Q4: 880 shares; 2025Q1: 830 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares; 2026Q2: 3,044 shares 3,044 $241K 0.01% +2,406 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: 1,312 shares; 2024Q4: 1,323 shares; 2025Q1: 1,301 shares; 2025Q2: 1,207 shares; 2025Q3: 1,225 shares; 2025Q4: 1,211 shares; 2026Q1: 1,485 shares; 2026Q2: 1,427 shares 1,427 $231K 0.01% -58 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 261 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 658 shares; 2026Q2: 650 shares 650 $230K 0.01% -8 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: 6,224 shares; 2025Q3: 6,224 shares; 2025Q4: 6,442 shares; 2026Q1: 6,224 shares; 2026Q2: 6,224 shares 6,224 $229K 0.01% 0 Timeline FIDU 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: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $229K 0.01% 0 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 514 shares; 2026Q1: 646 shares; 2026Q2: 650 shares 650 $223K 0.01% +4 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 869 shares; 2025Q2: 847 shares; 2025Q3: 1,240 shares; 2025Q4: 1,241 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $222K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,108 shares; 2025Q1: 1,162 shares; 2025Q2: 955 shares; 2025Q3: 981 shares; 2025Q4: 917 shares; 2026Q1: 951 shares; 2026Q2: 1,055 shares 1,055 $221K 0.01% +104 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,453 shares; 2025Q4: 1,462 shares; 2026Q1: 1,453 shares; 2026Q2: 1,587 shares 1,587 $219K 0.01% +134 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 2,640 shares; 2025Q1: 2,829 shares; 2025Q2: 2,567 shares; 2025Q3: 2,549 shares; 2025Q4: 3,393 shares; 2026Q1: 3,501 shares; 2026Q2: 6,347 shares 6,347 $216K 0.01% +2,846 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: 2,154 shares; 2024Q4: 2,180 shares; 2025Q1: 2,165 shares; 2025Q2: 2,183 shares; 2025Q3: 2,191 shares; 2025Q4: 2,277 shares; 2026Q1: 2,313 shares; 2026Q2: 2,327 shares 2,327 $212K 0.01% +14 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 6,960 shares; 2025Q1: 6,051 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 6,802 shares; 2026Q1: 9,732 shares; 2026Q2: 9,732 shares 9,732 $212K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 549 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 763 shares; 2026Q1: 1,507 shares; 2026Q2: 2,742 shares 2,742 $210K 0.01% +1,235 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: 46,716 shares; 2024Q4: 42,067 shares; 2025Q1: 46,500 shares; 2025Q2: 48,634 shares; 2025Q3: 59,786 shares; 2025Q4: 892 shares; 2026Q1: 1,096 shares; 2026Q2: 1,335 shares 1,335 $209K 0.01% +239 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 8,890 shares; 2026Q2: 8,890 shares 8,890 $208K 0.01% 0 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: 2,195 shares; 2024Q4: 2,473 shares; 2025Q1: 2,749 shares; 2025Q2: 2,970 shares; 2025Q3: 3,186 shares; 2025Q4: 3,555 shares; 2026Q1: 4,205 shares; 2026Q2: 4,569 shares 4,569 $208K 0.01% +364 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,110 shares; 2025Q1: 1,272 shares; 2025Q2: 1,275 shares; 2025Q3: 1,277 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares; 2026Q2: 1,321 shares 1,321 $207K 0.01% +2 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: 1,337 shares; 2026Q1: 1,355 shares; 2026Q2: 1,265 shares 1,265 $207K 0.01% -90 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: 2,398 shares; 2024Q4: 2,896 shares; 2025Q1: 2,041 shares; 2025Q2: 1,967 shares; 2025Q3: 1,964 shares; 2025Q4: 1,797 shares; 2026Q1: 1,827 shares; 2026Q2: 2,131 shares 2,131 $205K 0.01% +304 Timeline VYMI 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,021 shares; 2025Q2: 1,821 shares; 2025Q3: 1,823 shares; 2025Q4: 2,327 shares; 2026Q1: 2,182 shares; 2026Q2: 2,082 shares 2,082 $204K 0.01% -100 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 1,207 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 3,831 shares 3,831 $203K 0.01% +386 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,168 shares; 2025Q1: 5,382 shares; 2025Q2: 5,423 shares; 2025Q3: 5,426 shares; 2025Q4: 5,429 shares; 2026Q1: 7,978 shares; 2026Q2: 7,980 shares 7,980 $201K 0.01% +2 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,503 shares; 2025Q1: 4,509 shares; 2025Q2: 4,515 shares; 2025Q3: 4,521 shares; 2025Q4: 4,527 shares; 2026Q1: 3,982 shares; 2026Q2: 3,982 shares 3,982 $200K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 5,052 shares; 2025Q3: 1,075 shares; 2025Q4: 2,069 shares; 2026Q1: 11,052 shares; 2026Q2: 11,084 shares 11,084 $199K 0.01% +32 Timeline VCIT 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: 1,067 shares; 2024Q4: 1,069 shares; 2025Q1: 1,258 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 850 shares; 2026Q1: 2,401 shares; 2026Q2: 2,403 shares 2,403 $199K 0.01% +2 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 4,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,000 shares; 2026Q1: 7,500 shares; 2026Q2: 8,900 shares 8,900 $197K 0.01% +1,400 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 6,507 shares; 2025Q1: 5,650 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,693 shares; 2026Q1: 8,457 shares; 2026Q2: 8,457 shares 8,457 $196K 0.01% 0 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: 2,559 shares; 2024Q4: 3,176 shares; 2025Q1: 3,240 shares; 2025Q2: 3,482 shares; 2025Q3: 3,085 shares; 2025Q4: 2,204 shares; 2026Q1: 1,959 shares; 2026Q2: 1,910 shares 1,910 $195K 0.01% -49 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 6,428 shares; 2025Q1: 5,604 shares; 2025Q2: 5,606 shares; 2025Q3: 5,609 shares; 2025Q4: 5,612 shares; 2026Q1: 8,285 shares; 2026Q2: 8,050 shares 8,050 $195K 0.01% -235 Timeline IBDW 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: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,248 shares; 2025Q4: 6,291 shares; 2026Q1: 9,346 shares; 2026Q2: 9,346 shares 9,346 $195K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 6,408 shares; 2025Q1: 6,409 shares; 2025Q2: 5,584 shares; 2025Q3: 5,586 shares; 2025Q4: 5,345 shares; 2026Q1: 8,022 shares; 2026Q2: 8,022 shares 8,022 $194K 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: not reported; 2024Q4: 1,000 shares; 2025Q1: 471 shares; 2025Q2: 312 shares; 2025Q3: 1,349 shares; 2025Q4: 1,463 shares; 2026Q1: 1,880 shares; 2026Q2: 1,929 shares 1,929 $193K 0.01% +49 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: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,621 shares; 2026Q1: 3,721 shares; 2026Q2: 3,721 shares 3,721 $193K 0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $191K 0.01% 0 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,878 shares 1,878 $191K 0.01% +858 Timeline RSPH 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: 5,180 shares; 2024Q4: 5,188 shares; 2025Q1: 5,718 shares; 2025Q2: 5,727 shares; 2025Q3: 5,737 shares; 2025Q4: 5,745 shares; 2026Q1: 5,754 shares; 2026Q2: 5,762 shares 5,762 $191K 0.01% +8 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: 1,147 shares; 2024Q4: 1,828 shares; 2025Q1: 1,838 shares; 2025Q2: 1,863 shares; 2025Q3: 1,869 shares; 2025Q4: 1,934 shares; 2026Q1: 2,058 shares; 2026Q2: 2,249 shares 2,249 $190K 0.01% +191 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares; 2026Q2: 1,767 shares 1,767 $190K 0.01% +90 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: 1,780 shares; 2024Q4: 2,040 shares; 2025Q1: 2,178 shares; 2025Q2: 2,631 shares; 2025Q3: 2,647 shares; 2025Q4: 2,712 shares; 2026Q1: 2,803 shares; 2026Q2: 3,228 shares 3,228 $184K 0.01% +425 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 259 shares; 2025Q2: 413 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 523 shares; 2026Q2: 909 shares 909 $182K 0.01% +386 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 4,440 shares; 2025Q1: 2,943 shares; 2025Q2: 5,246 shares; 2025Q3: 2,950 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares; 2026Q2: 9,799 shares 9,799 $182K 0.01% +7,000 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: 612 shares; 2024Q4: 613 shares; 2025Q1: 622 shares; 2025Q2: 620 shares; 2025Q3: 628 shares; 2025Q4: 620 shares; 2026Q1: 626 shares; 2026Q2: 636 shares 636 $180K 0.01% +10 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 17 shares; 2025Q3: 21 shares; 2025Q4: 15 shares; 2026Q1: 7 shares; 2026Q2: 713 shares 713 $179K 0.01% +706 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,349 shares; 2026Q1: 3,938 shares; 2026Q2: 3,938 shares 3,938 $179K 0.01% 0 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: 1,826 shares; 2024Q4: 1,837 shares; 2025Q1: 1,857 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,918 shares; 2026Q1: 2,031 shares; 2026Q2: 2,012 shares 2,012 $179K 0.01% -19 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 2,300 shares; 2025Q4: 3,500 shares; 2026Q1: 7,530 shares; 2026Q2: 10,507 shares 10,507 $178K 0.01% +2,977 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: 898 shares; 2024Q4: 962 shares; 2025Q1: 1,187 shares; 2025Q2: 1,098 shares; 2025Q3: 1,143 shares; 2025Q4: 1,067 shares; 2026Q1: 838 shares; 2026Q2: 1,951 shares 1,951 $177K 0.01% +1,113 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 0 shares; 2025Q2: 500 shares; 2025Q3: 700 shares; 2025Q4: 800 shares; 2026Q1: 1,100 shares; 2026Q2: 1,200 shares 1,200 $177K 0.01% +100 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: 719 shares; 2024Q4: 763 shares; 2025Q1: 753 shares; 2025Q2: 1,970 shares; 2025Q3: 1,948 shares; 2025Q4: 2,250 shares; 2026Q1: 837 shares; 2026Q2: 954 shares 954 $176K 0.01% +117 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,605 shares; 2026Q2: 6,618 shares 6,618 $173K 0.01% +13 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 2,641 shares; 2026Q2: 2,566 shares 2,566 $173K 0.01% -75 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: 530 shares; 2024Q4: 552 shares; 2025Q1: 610 shares; 2025Q2: 587 shares; 2025Q3: 582 shares; 2025Q4: 592 shares; 2026Q1: 618 shares; 2026Q2: 634 shares 634 $172K 0.01% +16 Timeline VCR 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: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $172K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 3,191 shares; 2026Q1: 4,421 shares; 2026Q2: 11,028 shares 11,028 $170K 0.01% +6,607 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 3,239 shares; 2026Q2: 3,239 shares 3,239 $170K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 617 shares; 2025Q1: 867 shares; 2025Q2: 954 shares; 2025Q3: 970 shares; 2025Q4: 976 shares; 2026Q1: 1,020 shares; 2026Q2: 1,013 shares 1,013 $169K 0.01% -7 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: 1,931 shares; 2024Q4: 1,938 shares; 2025Q1: 1,942 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 470 shares; 2026Q1: 873 shares; 2026Q2: 741 shares 741 $168K 0.01% -132 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: 846,354 shares; 2024Q4: 839,269 shares; 2025Q1: 3,428 shares; 2025Q2: 2,427 shares; 2025Q3: 2,001 shares; 2025Q4: 3,762 shares; 2026Q1: 4,192 shares; 2026Q2: 2,194 shares 2,194 $166K 0.01% -1,998 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,851 shares; 2025Q1: 1,799 shares; 2025Q2: 1,803 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $166K 0.01% 0 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,543 shares 2,543 $166K 0.01% 0 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: 51,900 shares; 2024Q4: 51,872 shares; 2025Q1: 1,573 shares; 2025Q2: 2,142 shares; 2025Q3: 1,849 shares; 2025Q4: 1,799 shares; 2026Q1: 1,837 shares; 2026Q2: 1,861 shares 1,861 $163K 0.01% +24 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 3,195 shares; 2026Q1: 9,804 shares; 2026Q2: 9,889 shares 9,889 $161K 0.01% +85 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 4,055 shares; 2025Q1: 4,070 shares; 2025Q2: 4,221 shares; 2025Q3: 4,229 shares; 2025Q4: 4,252 shares; 2026Q1: 4,248 shares; 2026Q2: 4,631 shares 4,631 $161K 0.01% +383 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 1,125 shares; 2026Q2: 11,250 shares 11,250 $159K 0.01% +10,125 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 405 shares; 2025Q2: 711 shares; 2025Q3: 717 shares; 2025Q4: 817 shares; 2026Q1: 1,349 shares; 2026Q2: 1,444 shares 1,444 $159K 0.01% +95 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: 2,449 shares; 2024Q4: 2,626 shares; 2025Q1: 52,622 shares; 2025Q2: 55,990 shares; 2025Q3: 2,911 shares; 2025Q4: 2,530 shares; 2026Q1: 2,942 shares; 2026Q2: 2,941 shares 2,941 $158K 0.01% -1 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,170 shares; 2024Q4: 11,931 shares; 2025Q1: 12,003 shares; 2025Q2: 12,274 shares; 2025Q3: 12,334 shares; 2025Q4: 6,499 shares; 2026Q1: 6,553 shares; 2026Q2: 6,823 shares 6,823 $157K 0.01% +270 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: 578 shares; 2024Q4: 578 shares; 2025Q1: 581 shares; 2025Q2: 583 shares; 2025Q3: 592 shares; 2025Q4: 578 shares; 2026Q1: 599 shares; 2026Q2: 655 shares 655 $156K 0.01% +56 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 3,100 shares 3,100 $155K 0.01% -400 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 23,000 shares; 2025Q4: 12,100 shares; 2026Q1: 20,007 shares; 2026Q2: 72,487 shares 72,487 $153K 0.01% +52,480 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 503 shares; 2025Q2: 297 shares; 2025Q3: 298 shares; 2025Q4: 1,157 shares; 2026Q1: 1,387 shares; 2026Q2: 1,401 shares 1,401 $153K 0.01% +14 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: 2,358 shares; 2024Q4: 2,361 shares; 2025Q1: 2,363 shares; 2025Q2: 2,365 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,368 shares; 2026Q2: 2,369 shares 2,369 $151K 0.01% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,370 shares; 2025Q1: 2,379 shares; 2025Q2: 2,476 shares; 2025Q3: 2,464 shares; 2025Q4: 2,444 shares; 2026Q1: 2,452 shares; 2026Q2: 2,675 shares 2,675 $149K 0.01% +223 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,423 shares; 2025Q3: 3,286 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 3,276 shares 3,276 $147K 0.01% 0 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: 856 shares 856 $143K <0.01% new Timeline LQDH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $140K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 1,752 shares; 2025Q2: 2,444 shares; 2025Q3: 2,218 shares; 2025Q4: 2,433 shares; 2026Q1: 2,318 shares; 2026Q2: 2,362 shares 2,362 $139K <0.01% +44 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 8,850 shares; 2025Q4: 3,485 shares; 2026Q1: 3,075 shares; 2026Q2: 9,509 shares 9,509 $138K <0.01% +6,434 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 55 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 1,470 shares; 2026Q2: 1,466 shares 1,466 $137K <0.01% -4 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,932 shares 41,932 $136K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 4,040 shares; 2025Q1: 4,012 shares; 2025Q2: 3,611 shares; 2025Q3: 3,621 shares; 2025Q4: 2,597 shares; 2026Q1: 2,384 shares; 2026Q2: 2,344 shares 2,344 $135K <0.01% -40 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: not reported; 2024Q4: 208 shares; 2025Q1: 556 shares; 2025Q2: 507 shares; 2025Q3: 526 shares; 2025Q4: 543 shares; 2026Q1: 605 shares; 2026Q2: 865 shares 865 $131K <0.01% +260 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 503 shares; 2025Q1: 531 shares; 2025Q2: 215 shares; 2025Q3: 123 shares; 2025Q4: 132 shares; 2026Q1: 145 shares; 2026Q2: 750 shares 750 $131K <0.01% +605 Timeline XMHQ 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: 396,577 shares; 2024Q4: 400,283 shares; 2025Q1: 3,180 shares; 2025Q2: 1,550 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $131K <0.01% 0 Timeline ONEY 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $129K <0.01% 0 Timeline VOT 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: 45 shares; 2024Q4: 55 shares; 2025Q1: 115 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 415 shares 415 $127K <0.01% +167 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 201 shares; 2025Q1: 803 shares; 2025Q2: 1,104 shares; 2025Q3: 1,111 shares; 2025Q4: 1,772 shares; 2026Q1: 2,080 shares; 2026Q2: 2,093 shares 2,093 $126K <0.01% +13 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 976 shares; 2025Q1: 1,032 shares; 2025Q2: 1,041 shares; 2025Q3: 1,161 shares; 2025Q4: 1,406 shares; 2026Q1: 1,409 shares; 2026Q2: 1,414 shares 1,414 $125K <0.01% +5 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 2,106 shares; 2025Q1: 2,143 shares; 2025Q2: 2,183 shares; 2025Q3: 2,224 shares; 2025Q4: 2,269 shares; 2026Q1: 2,312 shares; 2026Q2: 2,355 shares 2,355 $125K <0.01% +43 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 1,525 shares; 2025Q2: 538,689 shares; 2025Q3: 551,599 shares; 2025Q4: 41,804 shares; 2026Q1: 43,686 shares; 2026Q2: 2,464 shares 2,464 $125K <0.01% -41,222 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184 shares; 2024Q4: 4,184 shares; 2025Q1: 4,184 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,184 shares 4,184 $123K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 225 shares; 2025Q2: 224 shares; 2025Q3: 230 shares; 2025Q4: 235 shares; 2026Q1: 251 shares; 2026Q2: 387 shares 387 $122K <0.01% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 1,640 shares; 2026Q2: 2,710 shares 2,710 $121K <0.01% +1,070 Timeline SLYG 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: 1,332 shares; 2024Q4: 1,342 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,047 shares; 2025Q4: 1,048 shares; 2026Q1: 1,026 shares; 2026Q2: 1,016 shares 1,016 $121K <0.01% -10 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,227 shares; 2025Q3: 1,306 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,258 shares 1,258 $120K <0.01% +31 Timeline IBDX 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: 2,194 shares; 2026Q1: 4,721 shares; 2026Q2: 4,721 shares 4,721 $119K <0.01% 0 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: 238,532 shares; 2024Q4: 253,429 shares; 2025Q1: 3,270 shares; 2025Q2: 4,288 shares; 2025Q3: 4,297 shares; 2025Q4: 5,032 shares; 2026Q1: 5,172 shares; 2026Q2: 4,821 shares 4,821 $118K <0.01% -351 Timeline FNCL 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: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $118K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 259 shares; 2025Q1: 1,626 shares; 2025Q2: 1,690 shares; 2025Q3: 1,815 shares; 2025Q4: 1,209 shares; 2026Q1: 1,509 shares; 2026Q2: 1,506 shares 1,506 $118K <0.01% -3 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,334 shares; 2025Q1: 1,414 shares; 2025Q2: 1,302 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,508 shares; 2026Q2: 2,247 shares 2,247 $118K <0.01% +739 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 28 shares; 2025Q1: 55 shares; 2025Q2: 49 shares; 2025Q3: 536 shares; 2025Q4: 465 shares; 2026Q1: 511 shares; 2026Q2: 542 shares 542 $117K <0.01% +31 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $116K <0.01% 0 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: 1,002 shares; 2024Q4: 1,149 shares; 2025Q1: 1,011 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 1,100 shares 1,100 $114K <0.01% +700 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 413 shares; 2025Q1: 414 shares; 2025Q2: 413 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 215 shares; 2026Q2: 216 shares 216 $113K <0.01% +1 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: 2,839 shares; 2024Q4: 2,811 shares; 2025Q1: 3,170 shares; 2025Q2: 2,811 shares; 2025Q3: 2,684 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares; 2026Q2: 2,590 shares 2,590 $113K <0.01% -54 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 332 shares 332 $111K <0.01% +165 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: 5,683 shares; 2024Q4: 5,366 shares; 2025Q1: 5,401 shares; 2025Q2: 5,439 shares; 2025Q3: 5,479 shares; 2025Q4: 5,721 shares; 2026Q1: 2,061 shares; 2026Q2: 2,100 shares 2,100 $109K <0.01% +39 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 1,943 shares; 2026Q2: 1,934 shares 1,934 $108K <0.01% -9 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: 561 shares; 2026Q2: 569 shares 569 $108K <0.01% +8 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 795 shares 795 $108K <0.01% new 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 32 shares; 2025Q2: 16 shares; 2025Q3: 31 shares; 2025Q4: 375 shares; 2026Q1: 449 shares; 2026Q2: 1,085 shares 1,085 $108K <0.01% +636 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,149 shares 2,149 $106K <0.01% +1 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: 411 shares; 2024Q4: 410 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 277 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $105K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,411 shares; 2025Q3: 952 shares; 2025Q4: 5,860 shares; 2026Q1: 3,935 shares; 2026Q2: 3,935 shares 3,935 $104K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,430 shares; 2025Q1: 3,344 shares; 2025Q2: 3,350 shares; 2025Q3: 1,373 shares; 2025Q4: 1,375 shares; 2026Q1: 1,449 shares; 2026Q2: 4,377 shares 4,377 $103K <0.01% +2,928 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: not reported; 2024Q4: 200 shares; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 21 shares; 2025Q4: 9 shares; 2026Q1: 7 shares; 2026Q2: 595 shares 595 $103K <0.01% +588 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 177 shares; 2026Q1: 1,476 shares; 2026Q2: 1,504 shares 1,504 $102K <0.01% +28 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: 155 shares; 2024Q4: 73 shares; 2025Q1: 90 shares; 2025Q2: 81 shares; 2025Q3: 84 shares; 2025Q4: 8,686 shares; 2026Q1: 9,077 shares; 2026Q2: 201 shares 201 $101K <0.01% -8,876 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $100K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 10 shares; 2025Q4: 24 shares; 2026Q1: 26 shares; 2026Q2: 1,233 shares 1,233 $99.7K <0.01% +1,207 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: 4,788 shares; 2024Q4: 4,790 shares; 2025Q1: 4,793 shares; 2025Q2: 4,797 shares; 2025Q3: 4,355 shares; 2025Q4: 4,355 shares; 2026Q1: 4,355 shares; 2026Q2: 4,355 shares 4,355 $99.2K <0.01% 0 Timeline GARP 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: 700 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $99.1K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 409 shares; 2025Q3: 412 shares; 2025Q4: 409 shares; 2026Q1: 414 shares; 2026Q2: 422 shares 422 $98.4K <0.01% +8 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,400 shares; 2026Q2: 8,728 shares 8,728 $97.1K <0.01% +2,328 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 727 shares; 2025Q2: 728 shares; 2025Q3: 878 shares; 2025Q4: 897 shares; 2026Q1: 905 shares; 2026Q2: 819 shares 819 $96.9K <0.01% -86 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 48 shares; 2025Q4: 154 shares; 2026Q1: 171 shares; 2026Q2: 188 shares 188 $96.9K <0.01% +17 Timeline MGK 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 1,100 shares 1,100 $96.7K <0.01% +895 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: 33,765 shares; 2024Q4: 37,548 shares; 2025Q1: 30,447 shares; 2025Q2: 481 shares; 2025Q3: 124 shares; 2025Q4: 192 shares; 2026Q1: 278 shares; 2026Q2: 503 shares 503 $95.8K <0.01% +225 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: not reported; 2024Q4: 2,124 shares; 2025Q1: 1,198 shares; 2025Q2: 1,472 shares; 2025Q3: 475 shares; 2025Q4: 1,750 shares; 2026Q1: 280 shares; 2026Q2: 286 shares 286 $95.8K <0.01% +6 Timeline URA 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: 825 shares; 2024Q4: 825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares 2,191 $95.7K <0.01% 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: 976 shares; 2024Q4: 978 shares; 2025Q1: 1,010 shares; 2025Q2: 1,025 shares; 2025Q3: 1,052 shares; 2025Q4: 1,001 shares; 2026Q1: 1,033 shares; 2026Q2: 1,133 shares 1,133 $94.7K <0.01% +100 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: 100 shares; 2024Q4: 4,016 shares; 2025Q1: 5,025 shares; 2025Q2: 5,976 shares; 2025Q3: 4,597 shares; 2025Q4: 4,157 shares; 2026Q1: 5,594 shares; 2026Q2: 3,206 shares 3,206 $94K <0.01% -2,388 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,738 shares; 2025Q1: 1,690 shares; 2025Q2: 850 shares; 2025Q3: 863 shares; 2025Q4: 865 shares; 2026Q1: 848 shares; 2026Q2: 849 shares 849 $93.6K <0.01% +1 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 782 shares; 2026Q2: 782 shares 782 $93K <0.01% 0 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: 59 shares; 2024Q4: 208 shares; 2025Q1: 5 shares; 2025Q2: 17 shares; 2025Q3: 9 shares; 2025Q4: 43 shares; 2026Q1: 59 shares; 2026Q2: 636 shares 636 $93K <0.01% +577 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: 91,876 shares; 2024Q4: 99,218 shares; 2025Q1: 106,605 shares; 2025Q2: 109,613 shares; 2025Q3: 123,697 shares; 2025Q4: 1,405 shares; 2026Q1: 1,453 shares; 2026Q2: 1,592 shares 1,592 $92.1K <0.01% +139 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 801 shares; 2025Q1: 688 shares; 2025Q2: 613 shares; 2025Q3: 618 shares; 2025Q4: 572 shares; 2026Q1: 772 shares; 2026Q2: 890 shares 890 $92K <0.01% +118 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,817 shares; 2026Q1: 1,817 shares; 2026Q2: 1,788 shares 1,788 $90.1K <0.01% -29 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $89.2K <0.01% 0 Timeline ALOY REALLOYS INC More: the full row for REALLOYS 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: 5,150 shares; 2026Q2: 6,161 shares 6,161 $89K <0.01% +1,011 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: 544 shares; 2024Q4: 766 shares; 2025Q1: 1,174 shares; 2025Q2: 825 shares; 2025Q3: 847 shares; 2025Q4: 871 shares; 2026Q1: 1,256 shares; 2026Q2: 1,410 shares 1,410 $88.7K <0.01% +154 Timeline VFMF 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $88.5K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 268 shares; 2025Q4: 900 shares; 2026Q1: 2,526 shares; 2026Q2: 2,547 shares 2,547 $88.3K <0.01% +21 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 703 shares; 2026Q2: 705 shares 705 $88K <0.01% +2 Timeline VONV 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: 561 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 817 shares; 2026Q2: 817 shares 817 $86.9K <0.01% 0 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: 9,100 shares; 2024Q4: 9,479 shares; 2025Q1: 10,138 shares; 2025Q2: 99 shares; 2025Q3: 62 shares; 2025Q4: 132 shares; 2026Q1: 133 shares; 2026Q2: 132 shares 132 $86.8K <0.01% -1 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: 448 shares; 2024Q4: 441 shares; 2025Q1: 399 shares; 2025Q2: 785 shares; 2025Q3: 645 shares; 2025Q4: 527 shares; 2026Q1: 758 shares; 2026Q2: 807 shares 807 $86.7K <0.01% +49 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,308 shares 1,308 $86.7K <0.01% +168 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,809 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $86.6K <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 5,507 shares; 2026Q2: 4,007 shares 4,007 $86.5K <0.01% -1,500 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: 293 shares; 2024Q4: 454 shares; 2025Q1: 462 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 969 shares; 2026Q1: 1,011 shares; 2026Q2: 1,195 shares 1,195 $86.4K <0.01% +184 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: 45 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 56 shares; 2026Q2: 63 shares 63 $86.2K <0.01% +7 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 41 shares; 2026Q1: 1,240 shares; 2026Q2: 1,900 shares 1,900 $86.2K <0.01% +660 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 967 shares; 2026Q2: 970 shares 970 $85.2K <0.01% +3 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: 3,670 shares; 2024Q4: 1,832 shares; 2025Q1: 5,396 shares; 2025Q2: 6,422 shares; 2025Q3: 5,517 shares; 2025Q4: 6,148 shares; 2026Q1: 6,266 shares; 2026Q2: 6,123 shares 6,123 $85.1K <0.01% -143 Timeline WDCX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $84.5K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 2,336 shares; 2025Q1: 1,960 shares; 2025Q2: 1,971 shares; 2025Q3: 5,981 shares; 2025Q4: 7,825 shares; 2026Q1: 13,837 shares; 2026Q2: 17,765 shares 17,765 $84K <0.01% +3,928 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 169 shares; 2025Q1: 171 shares; 2025Q2: 216 shares; 2025Q3: 224 shares; 2025Q4: 197 shares; 2026Q1: 208 shares; 2026Q2: 310 shares 310 $83.9K <0.01% +102 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: 1,482 shares; 2024Q4: 2,997 shares; 2025Q1: 3,198 shares; 2025Q2: 3,223 shares; 2025Q3: 3,248 shares; 2025Q4: 3,605 shares; 2026Q1: 3,437 shares; 2026Q2: 3,460 shares 3,460 $83.5K <0.01% +23 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 878 shares; 2026Q2: 881 shares 881 $83.2K <0.01% +3 Timeline VHT 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: 294 shares; 2024Q4: 294 shares; 2025Q1: 282 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $82.2K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $82K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $82K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 47 shares; 2025Q1: 82 shares; 2025Q2: 126 shares; 2025Q3: 96 shares; 2025Q4: 26,517 shares; 2026Q1: 27,321 shares; 2026Q2: 421 shares 421 $81.9K <0.01% -26,900 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: 44,400 shares; 2024Q4: 45,144 shares; 2025Q1: 328 shares; 2025Q2: 354 shares; 2025Q3: 360 shares; 2025Q4: 372 shares; 2026Q1: 370 shares; 2026Q2: 403 shares 403 $81.2K <0.01% +33 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $80K <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $80K <0.01% new Timeline DLLL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 3,200 shares 3,200 $79.9K <0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $79.8K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 3,014 shares; 2026Q2: 3,074 shares 3,074 $79.8K <0.01% +60 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: 631 shares; 2024Q4: 637 shares; 2025Q1: 710 shares; 2025Q2: 642 shares; 2025Q3: 669 shares; 2025Q4: 663 shares; 2026Q1: 668 shares; 2026Q2: 474 shares 474 $79.5K <0.01% -194 Timeline HSLV HIGHLANDER SILVER CORP More: the full row for HIGHLANDER SILVER 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: 17,000 shares; 2026Q2: 17,000 shares 17,000 $79.2K <0.01% 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 240 shares; 2025Q2: 461 shares; 2025Q3: 306 shares; 2025Q4: 310 shares; 2026Q1: 322 shares; 2026Q2: 269 shares 269 $78.9K <0.01% -53 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: 80,815 shares; 2024Q4: 79,420 shares; 2025Q1: 79,305 shares; 2025Q2: 80,601 shares; 2025Q3: 758 shares; 2025Q4: 690 shares; 2026Q1: 941 shares; 2026Q2: 933 shares 933 $78.9K <0.01% -8 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 62 shares; 2025Q2: 204 shares; 2025Q3: 212 shares; 2025Q4: 204 shares; 2026Q1: 214 shares; 2026Q2: 239 shares 239 $78.9K <0.01% +25 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: 328 shares; 2025Q1: 351 shares; 2025Q2: 335 shares; 2025Q3: 388 shares; 2025Q4: 358 shares; 2026Q1: 634 shares; 2026Q2: 462 shares 462 $78.5K <0.01% -172 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,106 shares; 2026Q2: 1,126 shares 1,126 $78.4K <0.01% +20 Timeline IVOO 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 601 shares 601 $78.4K <0.01% +34 Timeline IBDY 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: 572 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $78.3K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 450 shares; 2025Q2: 470 shares; 2025Q3: 570 shares; 2025Q4: 332 shares; 2026Q1: 760 shares; 2026Q2: 7,760 shares 7,760 $77.8K <0.01% +7,000 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $77K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,001 shares; 2025Q2: 2,060 shares; 2025Q3: 2,061 shares; 2025Q4: 1,883 shares; 2026Q1: 1,906 shares; 2026Q2: 1,882 shares 1,882 $76.9K <0.01% -24 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 91 shares 91 $76.4K <0.01% +2 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP 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: not reported; 2026Q1: 6,880 shares; 2026Q2: 6,880 shares 6,880 $76.2K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 53 shares; 2025Q1: 75 shares; 2025Q2: 57 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 104 shares; 2026Q2: 146 shares 146 $75.8K <0.01% +42 Timeline LGLV 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: 1,073 shares; 2024Q4: 1,074 shares; 2025Q1: 1,075 shares; 2025Q2: 1,067 shares; 2025Q3: 826 shares; 2025Q4: 827 shares; 2026Q1: 840 shares; 2026Q2: 417 shares 417 $75.6K <0.01% -423 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,816 shares 1,816 $75.2K <0.01% +1 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $75K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $74.9K <0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,354 shares; 2025Q1: 3,355 shares; 2025Q2: 3,358 shares; 2025Q3: 3,360 shares; 2025Q4: 3,363 shares; 2026Q1: 3,365 shares; 2026Q2: 3,367 shares 3,367 $74.5K <0.01% +2 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 13,754 shares 13,754 $74.5K <0.01% +13,000 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: 2,573 shares; 2024Q4: 2,587 shares; 2025Q1: 2,573 shares; 2025Q2: 2,589 shares; 2025Q3: 2,602 shares; 2025Q4: 2,605 shares; 2026Q1: 2,740 shares; 2026Q2: 2,676 shares 2,676 $74.4K <0.01% -64 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 173 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 182 shares; 2025Q4: 23 shares; 2026Q1: 34 shares; 2026Q2: 612 shares 612 $74.2K <0.01% +578 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: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 3 shares; 2026Q1: 15 shares; 2026Q2: 272 shares 272 $74K <0.01% +257 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: 3,562 shares; 2024Q4: 2,586 shares; 2025Q1: 2,708 shares; 2025Q2: 2,539 shares; 2025Q3: 2,570 shares; 2025Q4: 2,610 shares; 2026Q1: 2,561 shares; 2026Q2: 2,773 shares 2,773 $73.9K <0.01% +212 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 2,800 shares; 2025Q2: 2,853 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares; 2026Q2: 4,071 shares 4,071 $73.6K <0.01% +216 Timeline JNK 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: 781 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $73.2K <0.01% 0 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: 331 shares 331 $73.2K <0.01% new 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: 937 shares; 2024Q4: 833 shares; 2025Q1: 865 shares; 2025Q2: 764 shares; 2025Q3: 783 shares; 2025Q4: 905 shares; 2026Q1: 811 shares; 2026Q2: 949 shares 949 $73.1K <0.01% +138 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $72.7K <0.01% 0 Timeline IBTL 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: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares; 2026Q2: 3,591 shares 3,591 $72.5K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 945 shares; 2025Q4: 1,872 shares; 2026Q1: 1,371 shares; 2026Q2: 1,421 shares 1,421 $71.9K <0.01% +50 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50 shares; 2025Q1: 355 shares; 2025Q2: 1,150 shares; 2025Q3: 1,310 shares; 2025Q4: 2,691 shares; 2026Q1: 1,650 shares; 2026Q2: 2,979 shares 2,979 $71.5K <0.01% +1,329 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 147 shares; 2025Q2: 134 shares; 2025Q3: 146 shares; 2025Q4: 148 shares; 2026Q1: 165 shares; 2026Q2: 208 shares 208 $70.9K <0.01% +43 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 3,610 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 15,250 shares 15,250 $70.5K <0.01% +11,750 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 412 shares; 2025Q2: 448 shares; 2025Q3: 304 shares; 2025Q4: 1,044 shares; 2026Q1: 341 shares; 2026Q2: 453 shares 453 $69.6K <0.01% +112 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: 1,543 shares; 2024Q4: 1,541 shares; 2025Q1: 1,566 shares; 2025Q2: 1,094 shares; 2025Q3: 786 shares; 2025Q4: 1,725 shares; 2026Q1: 2,133 shares; 2026Q2: 1,695 shares 1,695 $69.6K <0.01% -438 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares; 2026Q1: 3,560 shares; 2026Q2: 3,560 shares 3,560 $69.6K <0.01% 0 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: 155 shares; 2024Q4: 158 shares; 2025Q1: 156 shares; 2025Q2: 155 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 175 shares; 2026Q2: 185 shares 185 $69.4K <0.01% +10 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $69.4K <0.01% 0 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 308 shares; 2025Q2: 307 shares; 2025Q3: 311 shares; 2025Q4: 320 shares; 2026Q1: 321 shares; 2026Q2: 336 shares 336 $69.3K <0.01% +15 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 3,042 shares 3,042 $69.2K <0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,304 shares; 2025Q1: 3,306 shares; 2025Q2: 3,308 shares; 2025Q3: 3,310 shares; 2025Q4: 3,314 shares; 2026Q1: 3,315 shares; 2026Q2: 3,067 shares 3,067 $68.6K <0.01% -248 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 3,333 shares; 2025Q1: 3,237 shares; 2025Q2: 3,241 shares; 2025Q3: 3,244 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares; 2026Q2: 2,976 shares 2,976 $68.1K <0.01% 0 Timeline DIVB 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: 800 shares; 2025Q2: 1,100 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,100 shares 1,100 $67.8K <0.01% -1 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $67.8K <0.01% new 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 217 shares; 2025Q2: 226 shares; 2025Q3: 1,303 shares; 2025Q4: 1,291 shares; 2026Q1: 1,354 shares; 2026Q2: 1,452 shares 1,452 $67.7K <0.01% +98 Timeline TERG THEMES ETF TR More: the full row for THEMES 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: 850 shares 850 $67.5K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY 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: 56 shares; 2026Q1: 206 shares; 2026Q2: 4,115 shares 4,115 $67.4K <0.01% +3,909 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,547 shares; 2025Q2: 1,560 shares; 2025Q3: 1,576 shares; 2025Q4: 1,571 shares; 2026Q1: 1,602 shares; 2026Q2: 1,587 shares 1,587 $66.8K <0.01% -15 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: 100 shares; 2025Q2: 850 shares; 2025Q3: 205 shares; 2025Q4: 608 shares; 2026Q1: 941 shares; 2026Q2: 665 shares 665 $66.2K <0.01% -276 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 286 shares; 2025Q2: 379 shares; 2025Q3: 385 shares; 2025Q4: 400 shares; 2026Q1: 578 shares; 2026Q2: 665 shares 665 $65.4K <0.01% +87 Timeline NVDY 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: 878 shares; 2026Q1: 1,736 shares; 2026Q2: 5,177 shares 5,177 $64.4K <0.01% +3,441 Timeline OILU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $64.3K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $64.1K <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: 262 shares; 2024Q4: 267 shares; 2025Q1: 417 shares; 2025Q2: 355 shares; 2025Q3: 389 shares; 2025Q4: 334 shares; 2026Q1: 479 shares; 2026Q2: 471 shares 471 $63.8K <0.01% -8 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 598 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 406 shares 406 $63.6K <0.01% +14 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: 1,460 shares; 2024Q4: 785 shares; 2025Q1: 863 shares; 2025Q2: 830 shares; 2025Q3: 667 shares; 2025Q4: 444 shares; 2026Q1: 426 shares; 2026Q2: 465 shares 465 $63.2K <0.01% +39 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: 232 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 211 shares; 2025Q3: 270 shares; 2025Q4: 218 shares; 2026Q1: 253 shares; 2026Q2: 249 shares 249 $61.1K <0.01% -4 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 130 shares; 2026Q1: 246 shares; 2026Q2: 598 shares 598 $60.8K <0.01% +352 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: 2,485 shares; 2024Q4: 2,796 shares; 2025Q1: 806 shares; 2025Q2: 1,269 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 1,044 shares; 2026Q2: 978 shares 978 $60.6K <0.01% -66 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares; 2026Q1: 11,895 shares; 2026Q2: 11,895 shares 11,895 $60.4K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $60.3K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 453 shares; 2025Q3: 459 shares; 2025Q4: 479 shares; 2026Q1: 488 shares; 2026Q2: 528 shares 528 $60.1K <0.01% +40 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: 196 shares; 2024Q4: 204 shares; 2025Q1: 217 shares; 2025Q2: 218 shares; 2025Q3: 220 shares; 2025Q4: 235 shares; 2026Q1: 277 shares; 2026Q2: 352 shares 352 $59.9K <0.01% +75 Timeline AVXC 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: 694 shares; 2026Q2: 698 shares 698 $59.8K <0.01% +4 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,442 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $59.6K <0.01% 0 Timeline QLTA 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: 174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227 shares; 2026Q1: 1,236 shares; 2026Q2: 1,250 shares 1,250 $59.4K <0.01% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 384 shares 384 $58.5K <0.01% +14 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 346 shares; 2026Q1: 344 shares; 2026Q2: 346 shares 346 $58.3K <0.01% +2 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $58.2K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,848 shares 1,848 $57.5K <0.01% +222 Timeline