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: 29,737 shares; 2024Q4: 30,820 shares; 2025Q1: 64,512 shares; 2025Q2: 60,643 shares; 2025Q3: 70,092 shares; 2025Q4: 72,422 shares; 2026Q1: 250,111 shares; 2026Q2: 131,184 shares 131,184 $12M 6.59% -118,927 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: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 5,338 shares; 2025Q2: 9,177 shares; 2025Q3: 9,830 shares; 2025Q4: 9,808 shares; 2026Q1: 7,976 shares; 2026Q2: 9,292 shares 9,292 $3.44M 1.89% +1,316 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: 21,756 shares; 2024Q4: 22,587 shares; 2025Q1: 13,433 shares; 2025Q2: 11,734 shares; 2025Q3: 11,724 shares; 2025Q4: 6,824 shares; 2026Q1: 12,892 shares; 2026Q2: 16,692 shares 16,692 $3.34M 1.83% +3,800 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: 5,666 shares; 2024Q4: 6,038 shares; 2025Q1: 4,219 shares; 2025Q2: 14,473 shares; 2025Q3: 20,071 shares; 2025Q4: 19,557 shares; 2026Q1: 15,205 shares; 2026Q2: 34,753 shares 34,753 $3.05M 1.67% +19,548 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: 186 shares; 2024Q4: 189 shares; 2025Q1: 12,796 shares; 2025Q2: 31,052 shares; 2025Q3: 32,237 shares; 2025Q4: 24,375 shares; 2026Q1: 17,554 shares; 2026Q2: 34,392 shares 34,392 $2.88M 1.58% +16,838 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: 2,645 shares; 2024Q4: 2,479 shares; 2025Q1: 2,336 shares; 2025Q2: 5,322 shares; 2025Q3: 5,650 shares; 2025Q4: 2,354 shares; 2026Q1: 1,188 shares; 2026Q2: 3,855 shares 3,855 $2.88M 1.58% +2,667 Timeline EZU 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: 14,062 shares; 2025Q2: 33,741 shares; 2025Q3: 35,301 shares; 2025Q4: 28,253 shares; 2026Q1: 20,584 shares; 2026Q2: 39,846 shares 39,846 $2.77M 1.52% +19,262 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: 4,735 shares; 2024Q4: 5,009 shares; 2025Q1: 27,154 shares; 2025Q2: 56,185 shares; 2025Q3: 56,719 shares; 2025Q4: 45,070 shares; 2026Q1: 28,151 shares; 2026Q2: 54,609 shares 54,609 $2.75M 1.51% +26,458 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,242 shares; 2025Q1: 2,063 shares; 2025Q2: 2,100 shares; 2025Q3: 2,181 shares; 2025Q4: 3,334 shares; 2026Q1: 3,122 shares; 2026Q2: 7,566 shares 7,566 $2.7M 1.48% +4,444 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: 21,071 shares; 2024Q4: 20,061 shares; 2025Q1: 14,517 shares; 2025Q2: 12,623 shares; 2025Q3: 12,502 shares; 2025Q4: 10,773 shares; 2026Q1: 10,336 shares; 2026Q2: 7,725 shares 7,725 $2.66M 1.46% -2,611 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: 959 shares; 2024Q4: 1,960 shares; 2025Q1: 598 shares; 2025Q2: 3,837 shares; 2025Q3: 4,165 shares; 2025Q4: 1,948 shares; 2026Q1: 576 shares; 2026Q2: 3,459 shares 3,459 $2.55M 1.4% +2,883 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,392 shares; 2024Q4: 93,043 shares; 2025Q1: 146,241 shares; 2025Q2: not reported; 2025Q3: 3,498 shares; 2025Q4: 180,663 shares; 2026Q1: 244,196 shares; 2026Q2: 106,827 shares 106,827 $2.5M 1.37% -137,369 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,387 shares 47,387 $2.39M 1.31% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,642 shares; 2024Q4: 13,790 shares; 2025Q1: 11,119 shares; 2025Q2: 9,663 shares; 2025Q3: 9,371 shares; 2025Q4: 9,160 shares; 2026Q1: 8,216 shares; 2026Q2: 8,811 shares 8,811 $2.2M 1.21% +595 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: 305 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 53 shares; 2026Q1: not reported; 2026Q2: 1,855 shares 1,855 $2.14M 1.17% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 71,580 shares; 2026Q2: 94,750 shares 94,750 $2.12M 1.16% +23,170 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 4,585 shares 4,585 $1.98M 1.08% new Timeline SPMD 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: 1,029 shares; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 5,336 shares; 2025Q3: 7,351 shares; 2025Q4: 12,836 shares; 2026Q1: 11,259 shares; 2026Q2: 26,940 shares 26,940 $1.82M 1% +15,681 Timeline BILS 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: 21,761 shares; 2024Q4: 19,663 shares; 2025Q1: 38,305 shares; 2025Q2: 47,906 shares; 2025Q3: 47,474 shares; 2025Q4: 30,395 shares; 2026Q1: 39,362 shares; 2026Q2: 18,000 shares 18,000 $1.79M 0.98% -21,362 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: 3,578 shares; 2024Q4: 3,580 shares; 2025Q1: 2,461 shares; 2025Q2: 7,187 shares; 2025Q3: 7,337 shares; 2025Q4: 1,929 shares; 2026Q1: 3,278 shares; 2026Q2: 6,021 shares 6,021 $1.74M 0.96% +2,743 Timeline SPLB 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: 143,952 shares; 2024Q4: 126,391 shares; 2025Q1: 202,929 shares; 2025Q2: 75,728 shares; 2025Q3: 71,788 shares; 2025Q4: 190,077 shares; 2026Q1: 262,429 shares; 2026Q2: 76,947 shares 76,947 $1.72M 0.95% -185,482 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,507 shares; 2024Q4: 154,444 shares; 2025Q1: 244,820 shares; 2025Q2: 93,113 shares; 2025Q3: 88,877 shares; 2025Q4: 160,221 shares; 2026Q1: 220,451 shares; 2026Q2: 65,102 shares 65,102 $1.71M 0.94% -155,349 Timeline SPSB 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: 58,017 shares; 2024Q4: 51,619 shares; 2025Q1: 76,595 shares; 2025Q2: 51,999 shares; 2025Q3: 50,672 shares; 2025Q4: 141,542 shares; 2026Q1: 188,760 shares; 2026Q2: 56,508 shares 56,508 $1.7M 0.93% -132,252 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,547 shares; 2026Q1: 337,088 shares; 2026Q2: 72,227 shares 72,227 $1.64M 0.9% -264,861 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16,651 shares 16,651 $1.57M 0.86% +16,635 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: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 581 shares; 2026Q1: 16,371 shares; 2026Q2: 15,820 shares 15,820 $1.48M 0.81% -551 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: 92,401 shares; 2024Q4: 79,608 shares; 2025Q1: 72,225 shares; 2025Q2: 54,588 shares; 2025Q3: 49,269 shares; 2025Q4: 51,511 shares; 2026Q1: 45,944 shares; 2026Q2: 26,313 shares 26,313 $1.41M 0.77% -19,631 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: 11,685 shares; 2024Q4: 11,987 shares; 2025Q1: 4,248 shares; 2025Q2: 5,433 shares; 2025Q3: 5,311 shares; 2025Q4: 64 shares; 2026Q1: 53 shares; 2026Q2: 3,560 shares 3,560 $1.34M 0.74% +3,507 Timeline VFQY 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: 8,467 shares; 2024Q4: 8,006 shares; 2025Q1: 6,396 shares; 2025Q2: 5,576 shares; 2025Q3: 5,436 shares; 2025Q4: 5,550 shares; 2026Q1: 5,333 shares; 2026Q2: 7,779 shares 7,779 $1.32M 0.73% +2,446 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: 7,112 shares; 2024Q4: 6,907 shares; 2025Q1: 4,772 shares; 2025Q2: 4,315 shares; 2025Q3: 4,269 shares; 2025Q4: 4,297 shares; 2026Q1: 4,216 shares; 2026Q2: 16,308 shares 16,308 $1.31M 0.72% +12,092 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 463 shares; 2025Q1: 482 shares; 2025Q2: 494 shares; 2025Q3: 495 shares; 2025Q4: 1,469 shares; 2026Q1: 1,698 shares; 2026Q2: 1,906 shares 1,906 $1.31M 0.72% +208 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 203 shares; 2026Q2: 648 shares 648 $1.28M 0.7% +445 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 10,259 shares; 2025Q1: not reported; 2025Q2: 14,332 shares; 2025Q3: 16,260 shares; 2025Q4: 16,207 shares; 2026Q1: 14,034 shares; 2026Q2: 14,034 shares 14,034 $1.26M 0.69% 0 Timeline SPSM 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: 1,911 shares; 2024Q4: 2,124 shares; 2025Q1: not reported; 2025Q2: 7,188 shares; 2025Q3: 10,940 shares; 2025Q4: 11,873 shares; 2026Q1: 9,057 shares; 2026Q2: 21,613 shares 21,613 $1.25M 0.68% +12,556 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: 239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 7,509 shares; 2026Q1: 4,959 shares; 2026Q2: 6,616 shares 6,616 $1.12M 0.62% +1,657 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 3,917 shares 3,917 $1.05M 0.58% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $1.05M 0.57% new 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: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,760 shares; 2025Q2: 4,041 shares; 2025Q3: 4,061 shares; 2025Q4: 4,103 shares; 2026Q1: 4,218 shares; 2026Q2: 4,268 shares 4,268 $1.04M 0.57% +50 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: 6,411 shares; 2024Q4: 6,085 shares; 2025Q1: 4,448 shares; 2025Q2: 4,282 shares; 2025Q3: 4,197 shares; 2025Q4: 3,609 shares; 2026Q1: 3,489 shares; 2026Q2: 3,330 shares 3,330 $1.01M 0.55% -159 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: 7,771 shares; 2024Q4: 7,354 shares; 2025Q1: 5,980 shares; 2025Q2: 5,303 shares; 2025Q3: 5,245 shares; 2025Q4: 5,168 shares; 2026Q1: 4,712 shares; 2026Q2: 4,618 shares 4,618 $1.01M 0.55% -94 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: 9,913 shares; 2024Q4: 8,508 shares; 2025Q1: 5,608 shares; 2025Q2: 4,603 shares; 2025Q3: 4,634 shares; 2025Q4: 5,118 shares; 2026Q1: 4,262 shares; 2026Q2: 2,714 shares 2,714 $1000K 0.55% -1,548 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,512 shares; 2026Q1: 3,803 shares; 2026Q2: 10,005 shares 10,005 $993K 0.54% +6,202 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: 25,042 shares; 2025Q3: 25,195 shares; 2025Q4: 159 shares; 2026Q1: 103 shares; 2026Q2: 11,337 shares 11,337 $987K 0.54% +11,234 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: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1,231 shares; 2026Q1: 637 shares; 2026Q2: 1,168 shares 1,168 $969K 0.53% +531 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,195 shares; 2025Q1: 11,263 shares; 2025Q2: 19,402 shares; 2025Q3: 19,579 shares; 2025Q4: 27,107 shares; 2026Q1: 27,578 shares; 2026Q2: 11,726 shares 11,726 $931K 0.51% -15,852 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: 98 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 1,311 shares; 2026Q1: 1,064 shares; 2026Q2: 2,337 shares 2,337 $929K 0.51% +1,273 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: 2,339 shares; 2024Q4: 2,336 shares; 2025Q1: 2,127 shares; 2025Q2: 1,832 shares; 2025Q3: 1,858 shares; 2025Q4: 3,814 shares; 2026Q1: 3,701 shares; 2026Q2: 2,428 shares 2,428 $906K 0.5% -1,273 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 1,181 shares; 2026Q1: 1,545 shares; 2026Q2: 3,865 shares 3,865 $889K 0.49% +2,320 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 1,050 shares; 2026Q1: 643 shares; 2026Q2: 1,938 shares 1,938 $874K 0.48% +1,295 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: 814 shares; 2024Q4: 814 shares; 2025Q1: 787 shares; 2025Q2: 775 shares; 2025Q3: 774 shares; 2025Q4: 776 shares; 2026Q1: 840 shares; 2026Q2: 7,309 shares 7,309 $873K 0.48% +6,469 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 471 shares; 2025Q4: 1,264 shares; 2026Q1: 841 shares; 2026Q2: 630 shares 630 $871K 0.48% -211 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,637 shares 6,637 $861K 0.47% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 989 shares; 2026Q2: 2,139 shares 2,139 $834K 0.46% +1,150 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: 29,319 shares; 2024Q4: 23,686 shares; 2025Q1: 16,700 shares; 2025Q2: 22,105 shares; 2025Q3: 20,772 shares; 2025Q4: 22,829 shares; 2026Q1: 25,154 shares; 2026Q2: 18,979 shares 18,979 $829K 0.45% -6,175 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: 297 shares; 2024Q4: 297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 4,200 shares 4,200 $817K 0.45% +4,195 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $791K 0.43% new Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 982 shares; 2026Q1: 510 shares; 2026Q2: 1,579 shares 1,579 $790K 0.43% +1,069 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: 3,344 shares; 2024Q4: 3,414 shares; 2025Q1: 1,741 shares; 2025Q2: 2,363 shares; 2025Q3: 2,406 shares; 2025Q4: 1,976 shares; 2026Q1: 1,563 shares; 2026Q2: 1,384 shares 1,384 $779K 0.43% -179 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $757K 0.42% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 3,353 shares 3,353 $718K 0.39% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,756 shares; 2025Q1: 2,769 shares; 2025Q2: 2,108 shares; 2025Q3: 3,108 shares; 2025Q4: 6,863 shares; 2026Q1: 7,237 shares; 2026Q2: 7,549 shares 7,549 $714K 0.39% +312 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: 10,341 shares; 2024Q4: 9,263 shares; 2025Q1: 9,263 shares; 2025Q2: 9,263 shares; 2025Q3: 9,263 shares; 2025Q4: 9,085 shares; 2026Q1: 9,073 shares; 2026Q2: 9,008 shares 9,008 $712K 0.39% -65 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,541 shares; 2025Q1: 1,578 shares; 2025Q2: 1,582 shares; 2025Q3: 1,588 shares; 2025Q4: 1,564 shares; 2026Q1: 1,670 shares; 2026Q2: 2,970 shares 2,970 $703K 0.39% +1,300 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: 1,131 shares; 2024Q4: 1,150 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,620 shares; 2026Q1: 1,420 shares; 2026Q2: 2,905 shares 2,905 $692K 0.38% +1,485 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: not reported; 2025Q3: 5,540 shares; 2025Q4: 4,940 shares; 2026Q1: 18,540 shares; 2026Q2: 18,540 shares 18,540 $681K 0.37% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,180 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 2,359 shares; 2026Q2: 3,011 shares 3,011 $679K 0.37% +652 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: 1,747 shares; 2024Q4: 1,796 shares; 2025Q1: 770 shares; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 978 shares; 2026Q1: 616 shares; 2026Q2: 716 shares 716 $670K 0.37% +100 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,270 shares 12,270 $668K 0.37% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $663K 0.36% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 19,392 shares; 2025Q4: 9,875 shares; 2026Q1: 7,005 shares; 2026Q2: 12,401 shares 12,401 $647K 0.35% +5,396 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 13,598 shares 13,598 $644K 0.35% new Timeline MGC 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: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,471 shares; 2025Q4: 2,409 shares; 2026Q1: 2,385 shares; 2026Q2: 2,319 shares 2,319 $635K 0.35% -66 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: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 115 shares; 2026Q2: 7,469 shares 7,469 $624K 0.34% +7,354 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 4,419 shares; 2026Q1: 3,139 shares; 2026Q2: 3,084 shares 3,084 $616K 0.34% -55 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 11,057 shares 11,057 $611K 0.33% new 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: 2,345 shares; 2024Q4: 2,202 shares; 2025Q1: 1,877 shares; 2025Q2: 1,984 shares; 2025Q3: 1,988 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares; 2026Q2: 3,737 shares 3,737 $591K 0.32% +1,891 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,483 shares 32,483 $587K 0.32% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $576K 0.32% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 4,039 shares; 2026Q1: 1,930 shares; 2026Q2: 4,793 shares 4,793 $571K 0.31% +2,863 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 4,958 shares 4,958 $549K 0.3% +4,943 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: 3,791 shares; 2024Q4: 3,787 shares; 2025Q1: 3,800 shares; 2025Q2: 4,018 shares; 2025Q3: 5,752 shares; 2025Q4: 6,162 shares; 2026Q1: 6,292 shares; 2026Q2: 6,603 shares 6,603 $546K 0.3% +311 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: 644 shares; 2024Q4: 732 shares; 2025Q1: 660 shares; 2025Q2: 548 shares; 2025Q3: 542 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 728 shares 728 $545K 0.3% +6 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: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 1,039 shares; 2026Q2: 1,664 shares 1,664 $545K 0.3% +625 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: 5,270 shares; 2024Q4: 5,212 shares; 2025Q1: 8,507 shares; 2025Q2: 8,150 shares; 2025Q3: 8,015 shares; 2025Q4: 8,132 shares; 2026Q1: 6,526 shares; 2026Q2: 7,605 shares 7,605 $542K 0.3% +1,079 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: 2,640 shares; 2024Q4: 2,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,802 shares; 2025Q4: 6,913 shares; 2026Q1: 6,937 shares; 2026Q2: 6,993 shares 6,993 $539K 0.3% +56 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,282 shares; 2026Q2: 5,075 shares 5,075 $530K 0.29% +2,793 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares; 2026Q2: 10,875 shares 10,875 $517K 0.28% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,833 shares 3,833 $514K 0.28% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,274 shares; 2024Q4: 30,274 shares; 2025Q1: 30,274 shares; 2025Q2: 30,274 shares; 2025Q3: 30,274 shares; 2025Q4: 28,774 shares; 2026Q1: 28,774 shares; 2026Q2: 28,774 shares 28,774 $510K 0.28% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 28,239 shares; 2026Q2: 5,039 shares 5,039 $507K 0.28% -23,200 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,003 shares 2,003 $507K 0.28% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,404 shares; 2024Q4: 38,912 shares; 2025Q1: 17,949 shares; 2025Q2: 18,148 shares; 2025Q3: 17,595 shares; 2025Q4: 2,882 shares; 2026Q1: 2,912 shares; 2026Q2: 2,865 shares 2,865 $505K 0.28% -47 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 1,957 shares; 2026Q1: 2,083 shares; 2026Q2: 3,266 shares 3,266 $485K 0.27% +1,183 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 6,063 shares 6,063 $479K 0.26% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 1,234 shares; 2026Q1: 567 shares; 2026Q2: 849 shares 849 $477K 0.26% +282 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 520 shares; 2026Q1: 499 shares; 2026Q2: 1,114 shares 1,114 $469K 0.26% +615 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,957 shares 2,957 $467K 0.26% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,241 shares; 2024Q4: 3,788 shares; 2025Q1: not reported; 2025Q2: 12,478 shares; 2025Q3: 16,686 shares; 2025Q4: 17,537 shares; 2026Q1: 18,482 shares; 2026Q2: 19,323 shares 19,323 $465K 0.26% +841 Timeline MGV 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,858 shares; 2025Q4: 2,689 shares; 2026Q1: 2,854 shares; 2026Q2: 2,820 shares 2,820 $461K 0.25% -34 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: 38 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 339 shares; 2026Q1: 374 shares; 2026Q2: 7,165 shares 7,165 $451K 0.25% +6,791 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 3,021 shares 3,021 $449K 0.25% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL 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: 7,521 shares 7,521 $448K 0.25% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 11,779 shares; 2025Q1: 5,066 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 1,963 shares 1,963 $445K 0.24% +1,961 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,131 shares 17,131 $443K 0.24% new 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: 65 shares; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 59 shares; 2026Q2: 9,233 shares 9,233 $440K 0.24% +9,174 Timeline VEGI 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: not reported; 2026Q1: not reported; 2026Q2: 9,866 shares 9,866 $435K 0.24% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 5,974 shares; 2026Q1: 3,810 shares; 2026Q2: 6,141 shares 6,141 $435K 0.24% +2,331 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: 638 shares; 2024Q4: 751 shares; 2025Q1: 862 shares; 2025Q2: 1,233 shares; 2025Q3: 1,024 shares; 2025Q4: 1,064 shares; 2026Q1: 1,071 shares; 2026Q2: 1,038 shares 1,038 $431K 0.24% -33 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,435 shares; 2025Q2: 5,461 shares; 2025Q3: 6,923 shares; 2025Q4: 7,243 shares; 2026Q1: 7,243 shares; 2026Q2: 7,293 shares 7,293 $430K 0.24% +50 Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,495 shares 10,495 $422K 0.23% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,407 shares 2,407 $422K 0.23% new 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: 3,674 shares; 2024Q4: 3,990 shares; 2025Q1: 2,762 shares; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 859 shares; 2026Q1: 3,919 shares; 2026Q2: 3,862 shares 3,862 $421K 0.23% -57 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,756 shares; 2026Q1: 1,610 shares; 2026Q2: 2,921 shares 2,921 $418K 0.23% +1,311 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: not reported; 2025Q2: 13,299 shares; 2025Q3: 23,674 shares; 2025Q4: 24,774 shares; 2026Q1: 28,370 shares; 2026Q2: 29,171 shares 29,171 $416K 0.23% +801 Timeline VFMV 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: 4,956 shares; 2024Q4: 4,632 shares; 2025Q1: 3,690 shares; 2025Q2: 3,081 shares; 2025Q3: 3,090 shares; 2025Q4: 3,080 shares; 2026Q1: 3,046 shares; 2026Q2: 2,969 shares 2,969 $414K 0.23% -77 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 180 shares; 2026Q1: 1,530 shares; 2026Q2: 1,538 shares 1,538 $413K 0.23% +8 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 11,327 shares 11,327 $411K 0.23% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 2,483 shares; 2026Q1: 1,735 shares; 2026Q2: 3,053 shares 3,053 $411K 0.23% +1,318 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: 3,475 shares; 2024Q4: 3,476 shares; 2025Q1: 1,931 shares; 2025Q2: 2,094 shares; 2025Q3: 2,075 shares; 2025Q4: 2,076 shares; 2026Q1: 2,079 shares; 2026Q2: 2,081 shares 2,081 $407K 0.22% +2 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: 301 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 329 shares; 2026Q1: 306 shares; 2026Q2: 4,689 shares 4,689 $404K 0.22% +4,383 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares; 2026Q1: 4,627 shares; 2026Q2: 5,761 shares 5,761 $403K 0.22% +1,134 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,018 shares 11,018 $401K 0.22% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,504 shares 2,504 $400K 0.22% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 13,323 shares 13,323 $399K 0.22% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,135 shares 1,135 $397K 0.22% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 1,919 shares; 2026Q1: 1,358 shares; 2026Q2: 3,136 shares 3,136 $396K 0.22% +1,778 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,138 shares 5,138 $395K 0.22% new 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: 165 shares; 2024Q4: 234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 1,110 shares 1,110 $394K 0.22% +1,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 286 shares; 2026Q1: 86 shares; 2026Q2: 6,756 shares 6,756 $385K 0.21% +6,670 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,531 shares 4,531 $384K 0.21% new 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: 617 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 623 shares; 2026Q1: 18 shares; 2026Q2: 2,007 shares 2,007 $382K 0.21% +1,989 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,082 shares 12,082 $380K 0.21% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,611 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,412 shares 2,412 $379K 0.21% -128 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,892 shares 4,892 $378K 0.21% new 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: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 1,608 shares; 2026Q1: 1,648 shares; 2026Q2: 1,585 shares 1,585 $377K 0.21% -63 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 1,004 shares 1,004 $375K 0.21% +993 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,248 shares 2,248 $369K 0.2% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,153 shares; 2024Q4: 3,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,466 shares; 2025Q4: 4,475 shares; 2026Q1: 5,271 shares; 2026Q2: 4,267 shares 4,267 $369K 0.2% -1,004 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: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,811 shares; 2026Q2: 4,777 shares 4,777 $366K 0.2% -34 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 59,753 shares 59,753 $366K 0.2% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 829 shares; 2026Q1: 512 shares; 2026Q2: 1,181 shares 1,181 $366K 0.2% +669 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: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 1,579 shares; 2026Q1: 2,614 shares; 2026Q2: 2,474 shares 2,474 $362K 0.2% -140 Timeline EVTC EVERTEC INC More: the full row for EVERTEC 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: 13,024 shares 13,024 $362K 0.2% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 3,875 shares; 2026Q1: 3,231 shares; 2026Q2: 2,632 shares 2,632 $360K 0.2% -599 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 795 shares; 2025Q4: 836 shares; 2026Q1: 846 shares; 2026Q2: 865 shares 865 $359K 0.2% +19 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,098 shares 2,098 $358K 0.2% new Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,227 shares 4,227 $352K 0.19% new Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,265 shares 5,265 $348K 0.19% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares 1,517 $344K 0.19% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,275 shares; 2025Q4: 7,929 shares; 2026Q1: 7,042 shares; 2026Q2: 4,619 shares 4,619 $344K 0.19% -2,423 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE 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: 1,705 shares; 2026Q1: 1,302 shares; 2026Q2: 3,394 shares 3,394 $341K 0.19% +2,092 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: 53 shares; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 1,394 shares; 2026Q1: 1,431 shares; 2026Q2: 1,524 shares 1,524 $336K 0.18% +93 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,775 shares 30,775 $334K 0.18% new 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: 2,257 shares; 2024Q4: 2,222 shares; 2025Q1: 2,182 shares; 2025Q2: 2,270 shares; 2025Q3: 2,195 shares; 2025Q4: 2,222 shares; 2026Q1: 2,622 shares; 2026Q2: 2,222 shares 2,222 $334K 0.18% -400 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 17,640 shares 17,640 $325K 0.18% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: not reported; 2026Q2: 2,309 shares 2,309 $324K 0.18% new 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: 9,097 shares; 2024Q4: 7,743 shares; 2025Q1: 6,859 shares; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 11,381 shares; 2026Q1: 12,171 shares; 2026Q2: 13,204 shares 13,204 $324K 0.18% +1,033 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: 1,348 shares; 2024Q4: 1,120 shares; 2025Q1: 986 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 872 shares; 2026Q1: 865 shares; 2026Q2: 895 shares 895 $317K 0.17% +30 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,465 shares 2,465 $317K 0.17% new 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: 403 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 10,815 shares; 2025Q3: 11,111 shares; 2025Q4: 2,608 shares; 2026Q1: 2,753 shares; 2026Q2: 3,463 shares 3,463 $314K 0.17% +710 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: 139 shares; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 137 shares; 2026Q1: 88 shares; 2026Q2: 1,697 shares 1,697 $307K 0.17% +1,609 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,737 shares 2,737 $305K 0.17% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; 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: 1,097 shares 1,097 $302K 0.17% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares 2,609 $298K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 1,218 shares; 2026Q1: 157 shares; 2026Q2: 9,336 shares 9,336 $296K 0.16% +9,179 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,743 shares; 2025Q1: not reported; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,626 shares; 2026Q1: 4,451 shares; 2026Q2: 4,574 shares 4,574 $295K 0.16% +123 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: 305 shares; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 223 shares; 2026Q2: 1,960 shares 1,960 $287K 0.16% +1,737 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,278 shares 2,278 $281K 0.15% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 195 shares; 2026Q1: 137 shares; 2026Q2: 553 shares 553 $277K 0.15% +416 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,798 shares; 2026Q2: 1,955 shares 1,955 $268K 0.15% +157 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 5,577 shares; 2026Q1: 5,607 shares; 2026Q2: 5,700 shares 5,700 $267K 0.15% +93 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 945 shares; 2025Q1: 693 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795 shares; 2026Q1: 861 shares; 2026Q2: 898 shares 898 $266K 0.15% +37 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 6,299 shares; 2025Q1: 6,299 shares; 2025Q2: 5,999 shares; 2025Q3: 5,996 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares; 2026Q2: 5,883 shares 5,883 $265K 0.15% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,025 shares; 2024Q4: 49,994 shares; 2025Q1: 18,220 shares; 2025Q2: 33,289 shares; 2025Q3: 33,518 shares; 2025Q4: 6,754 shares; 2026Q1: 6,765 shares; 2026Q2: 6,573 shares 6,573 $265K 0.15% -192 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,895 shares; 2026Q1: 3,407 shares; 2026Q2: 6,876 shares 6,876 $264K 0.14% +3,469 Timeline DIV 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: 21,999 shares; 2024Q4: 22,100 shares; 2025Q1: 22,434 shares; 2025Q2: 22,855 shares; 2025Q3: 23,278 shares; 2025Q4: 17,168 shares; 2026Q1: 15,710 shares; 2026Q2: 13,859 shares 13,859 $264K 0.14% -1,851 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,033 shares 10,033 $262K 0.14% new 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: 1,690 shares; 2024Q4: 1,390 shares; 2025Q1: 1,401 shares; 2025Q2: 1,414 shares; 2025Q3: 1,427 shares; 2025Q4: 1,160 shares; 2026Q1: 1,019 shares; 2026Q2: 1,027 shares 1,027 $253K 0.14% +8 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 500 shares; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $252K 0.14% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 1,090 shares; 2025Q4: 1,475 shares; 2026Q1: 1,625 shares; 2026Q2: 2,027 shares 2,027 $252K 0.14% +402 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 855 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 546 shares; 2026Q1: 816 shares; 2026Q2: 950 shares 950 $248K 0.14% +134 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: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 2,037 shares 2,037 $247K 0.14% +2,018 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 510 shares; 2026Q2: 508 shares 508 $245K 0.13% -2 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: 3,102 shares; 2024Q4: 3,129 shares; 2025Q1: 4,643 shares; 2025Q2: 4,790 shares; 2025Q3: 4,901 shares; 2025Q4: 2,636 shares; 2026Q1: 3,696 shares; 2026Q2: 3,983 shares 3,983 $245K 0.13% +287 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,757 shares; 2024Q4: 10,223 shares; 2025Q1: 4,059 shares; 2025Q2: 8,255 shares; 2025Q3: 8,679 shares; 2025Q4: 2,618 shares; 2026Q1: 2,222 shares; 2026Q2: 3,080 shares 3,080 $243K 0.13% +858 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: 2,624 shares; 2024Q4: 2,641 shares; 2025Q1: 4,098 shares; 2025Q2: 4,293 shares; 2025Q3: 4,377 shares; 2025Q4: 2,330 shares; 2026Q1: 4,042 shares; 2026Q2: 4,290 shares 4,290 $242K 0.13% +248 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,621 shares; 2026Q2: 10,586 shares 10,586 $240K 0.13% -35 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $238K 0.13% 0 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: 757 shares; 2024Q4: 759 shares; 2025Q1: 4,660 shares; 2025Q2: 4,661 shares; 2025Q3: 4,670 shares; 2025Q4: 4,056 shares; 2026Q1: 3,277 shares; 2026Q2: 3,976 shares 3,976 $237K 0.13% +699 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: 392 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 871 shares 871 $235K 0.13% +502 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,098 shares; 2025Q4: 2,974 shares; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $231K 0.13% 0 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: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 1,653 shares; 2026Q2: 1,803 shares 1,803 $230K 0.13% +150 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: 4,116 shares; 2024Q4: 4,035 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 6,114 shares; 2026Q1: 4,893 shares; 2026Q2: 4,806 shares 4,806 $229K 0.13% -87 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,294 shares 4,294 $227K 0.12% new 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: 1,926 shares; 2024Q4: 1,935 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares; 2025Q4: 1,947 shares; 2026Q1: 1,938 shares; 2026Q2: 2,626 shares 2,626 $225K 0.12% +688 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: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 7,806 shares; 2025Q3: 11,268 shares; 2025Q4: 5,403 shares; 2026Q1: 4,779 shares; 2026Q2: 3,822 shares 3,822 $220K 0.12% -957 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 1,278 shares 1,278 $216K 0.12% +1,265 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 1,597 shares; 2026Q1: 965 shares; 2026Q2: 1,266 shares 1,266 $214K 0.12% +301 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: 2,237 shares; 2024Q4: 2,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: 2,898 shares; 2026Q1: 2,886 shares; 2026Q2: 2,892 shares 2,892 $212K 0.12% +6 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,997 shares 9,997 $212K 0.12% new Timeline VMBS 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: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,687 shares; 2026Q1: 4,692 shares; 2026Q2: 4,477 shares 4,477 $210K 0.11% -215 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: 6,475 shares; 2024Q4: 5,535 shares; 2025Q1: 4,742 shares; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 335 shares; 2026Q1: 222 shares; 2026Q2: 473 shares 473 $205K 0.11% +251 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,512 shares; 2026Q1: 1,526 shares; 2026Q2: 1,526 shares 1,526 $205K 0.11% 0 Timeline VTC 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: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642 $203K 0.11% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,100 shares; 2024Q4: 12,600 shares; 2025Q1: 15,600 shares; 2025Q2: 11,000 shares; 2025Q3: 21,200 shares; 2025Q4: 24,700 shares; 2026Q1: 21,500 shares; 2026Q2: 21,900 shares 21,900 $202K 0.11% +400 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: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 1,608 shares; 2026Q1: 2,179 shares; 2026Q2: 1,756 shares 1,756 $197K 0.11% -423 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: 178 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 177 shares; 2026Q1: 133 shares; 2026Q2: 383 shares 383 $197K 0.11% +250 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: 1,200 shares; 2024Q4: 1,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 310 shares; 2026Q1: 299 shares; 2026Q2: 338 shares 338 $196K 0.11% +39 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 8 shares; 2026Q1: not reported; 2026Q2: 2,721 shares 2,721 $196K 0.11% new 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: 1,163 shares; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,244 shares; 2026Q1: 1,254 shares; 2026Q2: 1,300 shares 1,300 $193K 0.11% +46 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: 5,961 shares; 2024Q4: 5,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,961 shares; 2025Q4: 5,961 shares; 2026Q1: 5,961 shares; 2026Q2: 5,961 shares 5,961 $185K 0.1% 0 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,355 shares; 2025Q4: 3,730 shares; 2026Q1: 3,500 shares; 2026Q2: 5,869 shares 5,869 $176K 0.1% +2,369 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,425 shares; 2025Q4: 12,796 shares; 2026Q1: 13,165 shares; 2026Q2: 6,010 shares 6,010 $173K 0.1% -7,155 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY 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: 5,706 shares; 2026Q1: 3,575 shares; 2026Q2: 9,739 shares 9,739 $170K 0.09% +6,164 Timeline XAR 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: 294 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 695 shares; 2026Q2: 595 shares 595 $169K 0.09% -100 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 2,099 shares; 2026Q2: 4,949 shares 4,949 $167K 0.09% +2,850 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,450 shares; 2025Q3: 30,800 shares; 2025Q4: 26,600 shares; 2026Q1: 16,000 shares; 2026Q2: 13,500 shares 13,500 $158K 0.09% -2,500 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: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 1,468 shares; 2026Q2: 1,537 shares 1,537 $156K 0.09% +69 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: 278 shares; 2024Q4: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 2,557 shares; 2026Q1: 1,759 shares; 2026Q2: 441 shares 441 $156K 0.09% -1,318 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: 398 shares; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 1,252 shares 1,252 $155K 0.09% +854 Timeline SCHR 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: 6,224 shares; 2024Q4: 6,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,224 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares; 2026Q2: 6,224 shares 6,224 $153K 0.08% 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: 93 shares; 2024Q4: 8 shares; 2025Q1: 3,419 shares; 2025Q2: 3,419 shares; 2025Q3: 3,419 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,719 shares 1,719 $151K 0.08% +8 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: 42,757 shares; 2024Q4: 43,924 shares; 2025Q1: 32,407 shares; 2025Q2: not reported; 2025Q3: 4,158 shares; 2025Q4: 3,628 shares; 2026Q1: 3,658 shares; 2026Q2: 3,520 shares 3,520 $149K 0.08% -138 Timeline JIVE 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: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $147K 0.08% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $142K 0.08% 0 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: 2,161 shares; 2024Q4: 2,185 shares; 2025Q1: 762 shares; 2025Q2: 1,050 shares; 2025Q3: 1,071 shares; 2025Q4: 1,727 shares; 2026Q1: 1,235 shares; 2026Q2: 1,964 shares 1,964 $140K 0.08% +729 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 5,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,603 shares; 2025Q4: 7,334 shares; 2026Q1: 5,167 shares; 2026Q2: 5,167 shares 5,167 $138K 0.08% 0 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: 3,128 shares; 2024Q4: 2,728 shares; 2025Q1: 2,342 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 253 shares; 2026Q1: 250 shares; 2026Q2: 539 shares 539 $137K 0.08% +289 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,644 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $135K 0.07% 0 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: 2,089 shares; 2024Q4: 2,643 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,611 shares; 2025Q4: 1,527 shares; 2026Q1: 1,140 shares; 2026Q2: 1,151 shares 1,151 $134K 0.07% +11 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 6,886 shares; 2025Q1: 5,640 shares; 2025Q2: 5,084 shares; 2025Q3: 5,839 shares; 2025Q4: 1,658 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $134K 0.07% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 4,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,836 shares; 2025Q4: 4,283 shares; 2026Q1: 4,283 shares; 2026Q2: 4,358 shares 4,358 $131K 0.07% +75 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,405 shares; 2026Q1: 2,209 shares; 2026Q2: 1,943 shares 1,943 $131K 0.07% -266 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,290 shares; 2025Q4: 12,129 shares; 2026Q1: 6,587 shares; 2026Q2: 5,035 shares 5,035 $130K 0.07% -1,552 Timeline SIL 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: 1,600 shares; 2025Q4: 3,462 shares; 2026Q1: 2,075 shares; 2026Q2: 1,677 shares 1,677 $130K 0.07% -398 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: 3,782 shares; 2024Q4: 3,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 1,785 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $129K 0.07% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 2,748 shares 2,748 $126K 0.07% +2,300 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 288 shares; 2026Q1: 291 shares; 2026Q2: 1,302 shares 1,302 $126K 0.07% +1,011 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 1,489 shares; 2026Q2: 130 shares 130 $125K 0.07% -1,359 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: 171 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 166 shares; 2026Q1: 162 shares; 2026Q2: 262 shares 262 $125K 0.07% +100 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 7,843 shares; 2026Q1: 7,843 shares; 2026Q2: 7,843 shares 7,843 $125K 0.07% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $123K 0.07% new Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,318 shares; 2024Q4: 10,333 shares; 2025Q1: not reported; 2025Q2: 14,667 shares; 2025Q3: 22,931 shares; 2025Q4: 8,755 shares; 2026Q1: 8,729 shares; 2026Q2: 8,729 shares 8,729 $122K 0.07% 0 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: 311 shares; 2024Q4: 303 shares; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 659 shares; 2025Q4: 362 shares; 2026Q1: 251 shares; 2026Q2: 352 shares 352 $121K 0.07% +101 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 1,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,205 shares; 2025Q4: 4,204 shares; 2026Q1: 4,384 shares; 2026Q2: 4,721 shares 4,721 $120K 0.07% +337 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,512 shares; 2024Q4: 8,329 shares; 2025Q1: 12,146 shares; 2025Q2: 11,673 shares; 2025Q3: 12,050 shares; 2025Q4: 12,086 shares; 2026Q1: 10,663 shares; 2026Q2: 7,485 shares 7,485 $118K 0.06% -3,178 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $117K 0.06% new 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: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,076 shares; 2026Q2: 2,076 shares 2,076 $115K 0.06% 0 Timeline VAW 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: 540 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $114K 0.06% 0 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: 4,487 shares; 2024Q4: 3,775 shares; 2025Q1: 3,301 shares; 2025Q2: 3,951 shares; 2025Q3: 4,696 shares; 2025Q4: 3,821 shares; 2026Q1: 3,156 shares; 2026Q2: 876 shares 876 $113K 0.06% -2,280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 1,307 shares; 2026Q1: 1,247 shares; 2026Q2: 539 shares 539 $112K 0.06% -708 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $112K 0.06% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,869 shares; 2024Q4: 8,874 shares; 2025Q1: 12,194 shares; 2025Q2: 12,012 shares; 2025Q3: 14,031 shares; 2025Q4: 13,750 shares; 2026Q1: 9,017 shares; 2026Q2: 7,000 shares 7,000 $112K 0.06% -2,017 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 800 shares; 2026Q1: 1,310 shares; 2026Q2: 1,386 shares 1,386 $111K 0.06% +76 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: 3,836 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 3,307 shares; 2026Q1: 1,499 shares; 2026Q2: 1,453 shares 1,453 $110K 0.06% -46 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 1,929 shares; 2026Q1: 877 shares; 2026Q2: 1,106 shares 1,106 $109K 0.06% +229 Timeline EWT 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: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $109K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 1,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 5,746 shares; 2026Q1: 3,157 shares; 2026Q2: 1,010 shares 1,010 $105K 0.06% -2,147 Timeline TLTP AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,200 shares; 2026Q2: 5,000 shares 5,000 $105K 0.06% -200 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 2,623 shares; 2026Q1: 3,382 shares; 2026Q2: 3,540 shares 3,540 $102K 0.06% +158 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: 118 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 15,815 shares; 2025Q3: 16,349 shares; 2025Q4: 3,404 shares; 2026Q1: 3,309 shares; 2026Q2: 1,257 shares 1,257 $102K 0.06% -2,052 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,627 shares; 2024Q4: 38,433 shares; 2025Q1: 39,680 shares; 2025Q2: 28,751 shares; 2025Q3: 22,761 shares; 2025Q4: 14,871 shares; 2026Q1: 5,689 shares; 2026Q2: 6,309 shares 6,309 $102K 0.06% +620 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 1,009 shares; 2026Q1: 9 shares; 2026Q2: 509 shares 509 $102K 0.06% +500 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,165 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $99.6K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares; 2025Q4: 93 shares; 2026Q1: 92 shares; 2026Q2: 93 shares 93 $99K 0.05% +1 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $97.6K 0.05% 0 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: 343 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 337 shares; 2026Q1: 70 shares; 2026Q2: 245 shares 245 $97.3K 0.05% +175 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,676 shares; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 198 shares 198 $97.2K 0.05% +21 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: 1,677 shares; 2024Q4: 1,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,225 shares; 2026Q1: 1,234 shares; 2026Q2: 1,243 shares 1,243 $92.4K 0.05% +9 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: 6 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 5 shares; 2026Q2: 255 shares 255 $92.3K 0.05% +250 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,290 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares; 2026Q2: 5,285 shares 5,285 $91.7K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: 3,111 shares; 2025Q1: 2,615 shares; 2025Q2: 2,501 shares; 2025Q3: 2,687 shares; 2025Q4: 411 shares; 2026Q1: 409 shares; 2026Q2: 537 shares 537 $89.1K 0.05% +128 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: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $88.5K 0.05% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares; 2026Q1: 3,330 shares; 2026Q2: 3,330 shares 3,330 $88.2K 0.05% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,399 shares; 2025Q4: 2,395 shares; 2026Q1: 2,543 shares; 2026Q2: 2,543 shares 2,543 $88.1K 0.05% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184 shares; 2025Q4: 3,254 shares; 2026Q1: 3,813 shares; 2026Q2: 4,145 shares 4,145 $87.8K 0.05% +332 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 3,828 shares; 2026Q1: 2,041 shares; 2026Q2: 211 shares 211 $87.8K 0.05% -1,830 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: 570 shares; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $87.6K 0.05% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,598 shares; 2024Q4: 6,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 615 shares; 2026Q1: 728 shares; 2026Q2: 721 shares 721 $85.8K 0.05% -7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 387 shares 387 $85.6K 0.05% -50 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 1,189 shares; 2026Q1: 1,092 shares; 2026Q2: 904 shares 904 $84.7K 0.05% -188 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 4,603 shares; 2026Q1: 6,521 shares; 2026Q2: 7,296 shares 7,296 $83.9K 0.05% +775 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 852 shares; 2026Q1: 652 shares; 2026Q2: 1,015 shares 1,015 $83.3K 0.05% +363 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 800 shares; 2025Q4: 1,507 shares; 2026Q1: 2,067 shares; 2026Q2: 1,927 shares 1,927 $83.3K 0.05% -140 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 506 shares; 2026Q1: 522 shares; 2026Q2: 523 shares 523 $83.1K 0.05% +1 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: 4,135 shares; 2024Q4: 3,935 shares; 2025Q1: 10,994 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $82.7K 0.05% 0 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $82.1K 0.05% 0 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: 616 shares; 2024Q4: 364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 723 shares 723 $81.9K 0.04% +60 Timeline CARS CARS COM INC More: the full row for CARS COM 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: 13,777 shares; 2026Q1: 20,045 shares; 2026Q2: 7,435 shares 7,435 $81.3K 0.04% -12,610 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: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares; 2026Q2: 2,739 shares 2,739 $80.6K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 104 shares 104 $79.4K 0.04% +5 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $79.3K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,372 shares; 2024Q4: 3,452 shares; 2025Q1: 1,175 shares; 2025Q2: 450 shares; 2025Q3: 447 shares; 2025Q4: 29 shares; 2026Q1: 27 shares; 2026Q2: 263 shares 263 $79.2K 0.04% +236 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 257 shares; 2026Q1: 9 shares; 2026Q2: 497 shares 497 $78.9K 0.04% +488 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $78.8K 0.04% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 449 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $78.4K 0.04% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,482 shares; 2024Q4: 20,874 shares; 2025Q1: 8,751 shares; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 6 shares; 2026Q1: 4 shares; 2026Q2: 160 shares 160 $77.4K 0.04% +156 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 4,290 shares 4,290 $76.9K 0.04% +1,290 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: 2,889 shares; 2024Q4: 2,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $76.2K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 350 shares; 2026Q2: 500 shares 500 $76.2K 0.04% +150 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: 605 shares; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 597 shares; 2026Q1: 603 shares; 2026Q2: 595 shares 595 $75.3K 0.04% -8 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,707 shares; 2026Q1: 1,923 shares; 2026Q2: 1,925 shares 1,925 $75K 0.04% +2 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: 445 shares; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,551 shares; 2026Q1: 916 shares; 2026Q2: 1,217 shares 1,217 $74.5K 0.04% +301 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: 28 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 187 shares; 2026Q1: 303 shares; 2026Q2: 361 shares 361 $74K 0.04% +58 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: 68 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 27 shares; 2026Q2: 145 shares 145 $73.7K 0.04% +118 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares; 2026Q1: 1,167 shares; 2026Q2: 245 shares 245 $73.7K 0.04% -922 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 359 shares; 2026Q1: 845 shares; 2026Q2: 986 shares 986 $73.2K 0.04% +141 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,276 shares; 2025Q1: 402 shares; 2025Q2: 9,186 shares; 2025Q3: 9,567 shares; 2025Q4: 405 shares; 2026Q1: 387 shares; 2026Q2: 376 shares 376 $71.8K 0.04% -11 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares; 2026Q2: 698 shares 698 $70.7K 0.04% -100 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 1,153 shares; 2026Q1: 847 shares; 2026Q2: 840 shares 840 $69.8K 0.04% -7 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360 shares; 2025Q4: 2,599 shares; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $69.3K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,661 shares; 2025Q1: 1,448 shares; 2025Q2: 1,874 shares; 2025Q3: 2,234 shares; 2025Q4: 1,967 shares; 2026Q1: 2,119 shares; 2026Q2: 455 shares 455 $68.9K 0.04% -1,664 Timeline FNDA 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: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $68.7K 0.04% 0 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 4,550 shares 4,550 $68.6K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 304 shares; 2026Q1: 305 shares; 2026Q2: 306 shares 306 $68.1K 0.04% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,387 shares; 2024Q4: 2,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 1,431 shares; 2026Q1: 1,236 shares; 2026Q2: 1,621 shares 1,621 $67K 0.04% +385 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $66.8K 0.04% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 723 shares; 2026Q1: 726 shares; 2026Q2: 731 shares 731 $66.7K 0.04% +5 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: 171 shares; 2024Q4: 371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 941 shares; 2026Q1: 1,452 shares; 2026Q2: 1,624 shares 1,624 $66.7K 0.04% +172 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,762 shares; 2026Q1: 12,352 shares; 2026Q2: 1,505 shares 1,505 $65K 0.04% -10,847 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $64.7K 0.04% 0 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: 1,173 shares; 2024Q4: 1,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 905 shares; 2026Q1: 122 shares; 2026Q2: 1,203 shares 1,203 $64.5K 0.04% +1,081 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $63.9K 0.04% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 47 shares; 2026Q1: 54 shares; 2026Q2: 53 shares 53 $63.7K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $63.5K 0.03% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,488 shares; 2026Q1: 2,045 shares; 2026Q2: 1,849 shares 1,849 $63.4K 0.03% -196 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: 260 shares; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $63K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 354 shares; 2026Q1: 416 shares; 2026Q2: 358 shares 358 $63K 0.03% -58 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: 1,413 shares; 2026Q1: 1,330 shares; 2026Q2: 1,337 shares 1,337 $62.2K 0.03% +7 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $61.1K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 60 shares 60 $60.7K 0.03% +50 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: 540 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 532 shares; 2026Q1: 613 shares; 2026Q2: 613 shares 613 $60.7K 0.03% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $60.7K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 441 shares; 2026Q2: 446 shares 446 $60.4K 0.03% +5 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: 3,234 shares; 2024Q4: 6,925 shares; 2025Q1: 5,369 shares; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 283 shares; 2026Q1: 281 shares; 2026Q2: 279 shares 279 $59.4K 0.03% -2 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,317 shares; 2025Q4: 7,724 shares; 2026Q1: 5,942 shares; 2026Q2: 2,470 shares 2,470 $58.3K 0.03% -3,472 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 44 shares; 2026Q2: 277 shares 277 $57.9K 0.03% +233 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 382 shares; 2026Q1: 688 shares; 2026Q2: 789 shares 789 $57.5K 0.03% +101 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,120 shares; 2026Q1: 3,705 shares; 2026Q2: 675 shares 675 $56.7K 0.03% -3,030 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: 487 shares; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: 21,698 shares; 2025Q3: 22,021 shares; 2025Q4: 572 shares; 2026Q1: 539 shares; 2026Q2: 481 shares 481 $56.5K 0.03% -58 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $56.2K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 332 shares; 2026Q1: 466 shares; 2026Q2: 362 shares 362 $56.2K 0.03% -104 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 5,942 shares; 2026Q1: 3,667 shares; 2026Q2: 636 shares 636 $55.8K 0.03% -3,031 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,366 shares; 2026Q1: 3,367 shares; 2026Q2: 3,367 shares 3,367 $55.7K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 3,000 shares 3,000 $55.6K 0.03% +500 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: 92 shares; 2024Q4: 184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $54.6K 0.03% 0 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: 2,247 shares; 2024Q4: 1,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,967 shares; 2026Q2: 1,967 shares 1,967 $54.5K 0.03% 0 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: 32 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 42 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $54K 0.03% 0 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 2,012 shares; 2026Q1: 1,620 shares; 2026Q2: 1,478 shares 1,478 $53.6K 0.03% -142 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 3,195 shares; 2026Q1: 2,342 shares; 2026Q2: 496 shares 496 $52.8K 0.03% -1,846 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 212 shares; 2025Q1: not reported; 2025Q2: 3,103 shares; 2025Q3: 3,381 shares; 2025Q4: 325 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $52.7K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 674 shares; 2026Q2: 674 shares 674 $52.5K 0.03% 0 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 2,156 shares 2,156 $51.7K 0.03% 0 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: 31,815 shares; 2024Q4: 31,129 shares; 2025Q1: 48,793 shares; 2025Q2: not reported; 2025Q3: 3,788 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,625 shares 2,625 $50.2K 0.03% -125 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: 3,461 shares; 2024Q4: 5,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $49.6K 0.03% 0 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: 3,600 shares; 2024Q4: 3,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,325 shares; 2026Q1: 3,500 shares; 2026Q2: 2,600 shares 2,600 $49.1K 0.03% -900 Timeline BDC BELDEN INC More: the full row for BELDEN 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: 4,380 shares; 2026Q1: 2,604 shares; 2026Q2: 409 shares 409 $49K 0.03% -2,195 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 2,732 shares; 2026Q2: 567 shares 567 $48.9K 0.03% -2,165 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: 5,026 shares; 2024Q4: 5,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,987 shares; 2025Q4: 3,475 shares; 2026Q1: 3,491 shares; 2026Q2: 3,504 shares 3,504 $48.7K 0.03% +13 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: 620 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 504 shares 504 $48.6K 0.03% +300 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: 156 shares; 2024Q4: 156 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $47.8K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $47.6K 0.03% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 1,725 shares 1,725 $47.3K 0.03% +1,380 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: 283 shares; 2024Q4: 284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 289 shares; 2026Q1: 291 shares; 2026Q2: 292 shares 292 $46.7K 0.03% +1 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: 180 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 126 shares 126 $46.1K 0.03% +50 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,584 shares; 2025Q4: 2,375 shares; 2026Q1: 2,397 shares; 2026Q2: 2,201 shares 2,201 $45.6K 0.02% -196 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: 2,355 shares; 2024Q4: 13,260 shares; 2025Q1: 19,550 shares; 2025Q2: 6,360 shares; 2025Q3: 5,893 shares; 2025Q4: 613 shares; 2026Q1: 1,613 shares; 2026Q2: 1,363 shares 1,363 $45.4K 0.02% -250 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 191 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $45.2K 0.02% 0 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,145 shares; 2026Q1: 1,925 shares; 2026Q2: 281 shares 281 $45.1K 0.02% -1,644 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: 221 shares; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 226 shares; 2026Q1: 227 shares; 2026Q2: 228 shares 228 $45K 0.02% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,005 shares; 2026Q1: 857 shares; 2026Q2: 913 shares 913 $44.8K 0.02% +56 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $44.8K 0.02% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 33 shares; 2026Q1: 415 shares; 2026Q2: 416 shares 416 $44.7K 0.02% +1 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 2,297 shares; 2025Q4: 1,863 shares; 2026Q1: 1,874 shares; 2026Q2: 1,927 shares 1,927 $44.6K 0.02% +53 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: 335 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 447 shares; 2026Q1: 349 shares; 2026Q2: 351 shares 351 $44.4K 0.02% +2 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: 25,196 shares; 2024Q4: 18,575 shares; 2025Q1: 11,885 shares; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: 445 shares; 2026Q1: 575 shares; 2026Q2: 573 shares 573 $44.1K 0.02% -2 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 6,911 shares; 2026Q1: 4,302 shares; 2026Q2: 560 shares 560 $43.8K 0.02% -3,742 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: 201 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 175 shares 175 $43K 0.02% -29 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 378 shares; 2026Q1: 306 shares; 2026Q2: 247 shares 247 $43K 0.02% -59 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,229 shares; 2025Q3: 44,415 shares; 2025Q4: 15,537 shares; 2026Q1: 8,702 shares; 2026Q2: 1,642 shares 1,642 $42.4K 0.02% -7,060 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $42.4K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,252 shares; 2026Q1: 3,764 shares; 2026Q2: 278 shares 278 $42.3K 0.02% -3,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 425 shares 425 $41.7K 0.02% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,560 shares; 2026Q1: 1,602 shares; 2026Q2: 2,643 shares 2,643 $41.7K 0.02% +1,041 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 262 shares 262 $41.5K 0.02% +200 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,003 shares; 2026Q1: 3,842 shares; 2026Q2: 583 shares 583 $40.7K 0.02% -3,259 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: 128 shares; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $40.6K 0.02% 0 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: 247 shares; 2024Q4: 247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $40.4K 0.02% 0 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: not reported; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 21,527 shares; 2025Q3: 2,800 shares; 2025Q4: 2,701 shares; 2026Q1: 2,950 shares; 2026Q2: 2,765 shares 2,765 $40.1K 0.02% -185 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $39.3K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $38.6K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $38.5K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: 190 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $38.4K 0.02% 0 Timeline ACWX 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $38.1K 0.02% 0 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: 128 shares; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 140 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $37.6K 0.02% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 957 shares; 2026Q1: 411 shares; 2026Q2: 68 shares 68 $36.8K 0.02% -343 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: 438 shares; 2024Q4: 378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $36.4K 0.02% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 2,571 shares; 2026Q2: 404 shares 404 $36.4K 0.02% -2,167 Timeline NUGT 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: 854 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,005 shares; 2026Q1: 431 shares; 2026Q2: 309 shares 309 $36.2K 0.02% -122 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,706 shares; 2024Q4: 6,550 shares; 2025Q1: 5,666 shares; 2025Q2: 6,027 shares; 2025Q3: 7,095 shares; 2025Q4: 1,088 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $36.1K 0.02% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 566 shares; 2026Q1: 574 shares; 2026Q2: 581 shares 581 $36K 0.02% +7 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 138 shares 138 $35.9K 0.02% +125 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 835 shares; 2025Q4: 681 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $35.9K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 65 shares; 2026Q1: 59 shares; 2026Q2: 200 shares 200 $35.6K 0.02% +141 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: 228 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 20 shares; 2026Q1: 147 shares; 2026Q2: 125 shares 125 $35.4K 0.02% -22 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS 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: 1,629 shares; 2026Q1: 1,357 shares; 2026Q2: 246 shares 246 $35.3K 0.02% -1,111 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,944 shares; 2024Q4: 1,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 213 shares; 2026Q1: 208 shares; 2026Q2: 252 shares 252 $35.2K 0.02% +44 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 829 shares; 2026Q1: 364 shares; 2026Q2: 44 shares 44 $35K 0.02% -320 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: 161 shares; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $35K 0.02% 0 Timeline MDYG 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: 313 shares; 2024Q4: 313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $34.9K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 152 shares 152 $34.9K 0.02% +1 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: 65 shares; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 86 shares; 2026Q1: 65 shares; 2026Q2: 67 shares 67 $34.6K 0.02% +2 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 15,041 shares; 2026Q1: 7,049 shares; 2026Q2: 1,330 shares 1,330 $34K 0.02% -5,719 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 982 shares; 2026Q1: 1,104 shares; 2026Q2: 638 shares 638 $33.9K 0.02% -466 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 977 shares; 2026Q1: 978 shares; 2026Q2: 979 shares 979 $33.8K 0.02% +1 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: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 116 shares; 2026Q1: 166 shares; 2026Q2: 267 shares 267 $33.8K 0.02% +101 Timeline XPH 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: not reported; 2026Q2: 500 shares 500 $33.1K 0.02% new Timeline HELP CYBIN INC More: the full row for CYBIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $33K 0.02% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,252 shares; 2024Q4: 1,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 648 shares; 2026Q1: 663 shares; 2026Q2: 652 shares 652 $33K 0.02% -11 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $32.8K 0.02% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $32.8K 0.02% 0 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,199 shares; 2025Q4: 1,278 shares; 2026Q1: 1,037 shares; 2026Q2: 951 shares 951 $32.2K 0.02% -86 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: 217 shares; 2024Q4: 217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $32.1K 0.02% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $32K 0.02% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,100 shares; 2026Q1: 950 shares; 2026Q2: 1,350 shares 1,350 $31.9K 0.02% +400 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 121 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $31.9K 0.02% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 4,112 shares; 2026Q1: 3,935 shares; 2026Q2: 250 shares 250 $31.4K 0.02% -3,685 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,916 shares; 2024Q4: 15,492 shares; 2025Q1: 5,703 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $31.4K 0.02% 0 Timeline MDYV 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: 330 shares; 2024Q4: 330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $31.3K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 161 shares 161 $31.1K 0.02% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 82 shares 82 $30.8K 0.02% +25 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,875 shares; 2025Q3: 14,875 shares; 2025Q4: 14,200 shares; 2026Q1: 8,500 shares; 2026Q2: 6,500 shares 6,500 $30.7K 0.02% -2,000 Timeline BLV 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: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $30.3K 0.02% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 850 shares; 2026Q1: 670 shares; 2026Q2: 576 shares 576 $30.3K 0.02% -94 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: 293 shares; 2024Q4: 293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 197 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $29.7K 0.02% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $29.7K 0.02% 0 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: 1,730 shares; 2025Q4: 1,380 shares; 2026Q1: 380 shares; 2026Q2: 530 shares 530 $29.7K 0.02% +150 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $29.2K 0.02% 0 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: 6,303 shares; 2024Q4: 4,340 shares; 2025Q1: 3,161 shares; 2025Q2: 2,253 shares; 2025Q3: 1,983 shares; 2025Q4: 1,218 shares; 2026Q1: 183 shares; 2026Q2: 180 shares 180 $29.2K 0.02% -3 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $28.5K 0.02% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.3K 0.02% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 1,636 shares; 2026Q2: 351 shares 351 $28.3K 0.02% -1,285 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: 91 shares; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 342 shares 342 $28.3K 0.02% +251 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $28.2K 0.02% 0 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: 15,124 shares; 2024Q4: 15,775 shares; 2025Q1: 6,873 shares; 2025Q2: 3,160 shares; 2025Q3: 3,146 shares; 2025Q4: 211 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $28.1K 0.02% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $27.4K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 200 shares 200 $27.4K 0.02% +100 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 264 shares; 2026Q1: 1,449 shares; 2026Q2: 1,954 shares 1,954 $27.1K 0.01% +505 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: 183 shares; 2026Q1: 259 shares; 2026Q2: 397 shares 397 $26.9K 0.01% +138 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 3,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares; 2026Q1: 3,965 shares; 2026Q2: 3,965 shares 3,965 $26.8K 0.01% 0 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,765 shares; 2026Q2: 2,101 shares 2,101 $26.4K 0.01% +336 Timeline SPTI 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: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $26K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $25.6K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $25.5K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,756 shares; 2024Q4: 11,283 shares; 2025Q1: 5,122 shares; 2025Q2: 2,347 shares; 2025Q3: 2,426 shares; 2025Q4: 160 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $25.4K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $25.1K 0.01% 0 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: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 1,037 shares 1,037 $25K 0.01% +205 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: 61 shares; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $25K 0.01% 0 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: 269 shares; 2024Q4: 244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 229 shares; 2026Q2: 217 shares 217 $24.8K 0.01% -12 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 7,110 shares; 2026Q1: 3,642 shares; 2026Q2: 786 shares 786 $24.7K 0.01% -2,856 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 4,310 shares; 2026Q1: 2,500 shares; 2026Q2: 1,625 shares 1,625 $24.4K 0.01% -875 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $24.4K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $24.1K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,261 shares; 2026Q1: 919 shares; 2026Q2: 97 shares 97 $24.1K 0.01% -822 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: 7 shares; 2026Q2: 207 shares 207 $24K 0.01% +200 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: 14,638 shares; 2024Q4: 14,736 shares; 2025Q1: 7,633 shares; 2025Q2: 2,255 shares; 2025Q3: 2,201 shares; 2025Q4: 36 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $23.9K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $23.7K 0.01% 0 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: 190 shares; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 287 shares; 2026Q1: 187 shares; 2026Q2: 231 shares 231 $23.6K 0.01% +44 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $23.4K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 5,456 shares; 2025Q1: 4,776 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 303 shares 303 $23.1K 0.01% +300 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: 199 shares; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $23.1K 0.01% 0 Timeline TFI 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: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22.9K 0.01% 0 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $22.9K 0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 590 shares; 2026Q1: 592 shares; 2026Q2: 593 shares 593 $22.9K 0.01% +1 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $22.8K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $22.5K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 2,002 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $22.1K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $21.9K 0.01% 0 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 892 shares; 2025Q4: 941 shares; 2026Q1: 758 shares; 2026Q2: 694 shares 694 $21.8K 0.01% -64 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $21.6K 0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $21.5K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 2,187 shares; 2025Q3: 2,349 shares; 2025Q4: 79 shares; 2026Q1: 75 shares; 2026Q2: 73 shares 73 $21.3K 0.01% -2 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $21.2K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 596 shares; 2025Q4: 597 shares; 2026Q1: 398 shares; 2026Q2: 399 shares 399 $21.2K 0.01% +1 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 94 shares 94 $21.1K 0.01% +27 Timeline FOCT 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: 404 shares; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $21.1K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $21K 0.01% 0 Timeline POEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $21K 0.01% new Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 901 shares; 2025Q4: 912 shares; 2026Q1: 732 shares; 2026Q2: 665 shares 665 $20.7K 0.01% -67 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 888 shares; 2025Q4: 910 shares; 2026Q1: 731 shares; 2026Q2: 667 shares 667 $20.5K 0.01% -64 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 104 shares; 2026Q2: 204 shares 204 $20.5K 0.01% +100 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $20.3K 0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,356 shares; 2025Q3: 7,648 shares; 2025Q4: 473 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461 $20.2K 0.01% 0 Timeline KRE 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: 270 shares; 2026Q2: 270 shares 270 $20.2K 0.01% 0 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: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $20.2K 0.01% new 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: 1,374 shares; 2024Q4: 1,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 200 shares 200 $19.7K 0.01% +98 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $19.6K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 244 shares 244 $19.6K 0.01% +54 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: 208 shares; 2024Q4: 210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 211 shares; 2026Q1: 212 shares; 2026Q2: 213 shares 213 $19.4K 0.01% +1 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: 171 shares; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $19.3K 0.01% 0 Timeline