XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868,251 shares; 2024Q4: 2,243,110 shares; 2025Q1: 1,935,395 shares; 2025Q2: 2,253,953 shares; 2025Q3: 2,353,849 shares; 2025Q4: 2,489,784 shares; 2026Q1: 2,825,109 shares; 2026Q2: 2,997,085 shares 2,997,085 $151M 22.34% +171,976 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,551 shares; 2024Q4: 397,318 shares; 2025Q1: 329,535 shares; 2025Q2: 321,529 shares; 2025Q3: 332,696 shares; 2025Q4: 314,703 shares; 2026Q1: 338,084 shares; 2026Q2: 326,284 shares 326,284 $29.9M 4.43% -11,800 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,231 shares; 2025Q3: 331,676 shares; 2025Q4: 333,532 shares; 2026Q1: 224,050 shares; 2026Q2: 454,641 shares 454,641 $25.5M 3.78% +230,591 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: 11,118 shares; 2024Q4: 16,762 shares; 2025Q1: 230,760 shares; 2025Q2: 245,446 shares; 2025Q3: 256,878 shares; 2025Q4: 257,967 shares; 2026Q1: 269,252 shares; 2026Q2: 276,585 shares 276,585 $19.7M 2.92% +7,333 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170,045 shares; 2025Q1: 496,844 shares; 2025Q2: 677,793 shares; 2025Q3: 922,229 shares; 2025Q4: 1,071,159 shares; 2026Q1: 1,062,964 shares; 2026Q2: 690,192 shares 690,192 $18.7M 2.77% -372,772 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,433 shares; 2025Q4: 189,556 shares; 2026Q1: 354,019 shares; 2026Q2: 373,946 shares 373,946 $18.6M 2.76% +19,927 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: 7,630 shares; 2024Q4: 8,229 shares; 2025Q1: 8,769 shares; 2025Q2: 8,977 shares; 2025Q3: 9,261 shares; 2025Q4: 9,602 shares; 2026Q1: 8,376 shares; 2026Q2: 189,317 shares 189,317 $18.3M 2.71% +180,941 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 494,840 shares; 2026Q1: 1,741,835 shares; 2026Q2: 1,539,121 shares 1,539,121 $17.2M 2.54% -202,714 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: not reported; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: 3,227 shares; 2025Q3: 36,640 shares; 2025Q4: 169,432 shares; 2026Q1: 196,390 shares; 2026Q2: 191,680 shares 191,680 $16.6M 2.45% -4,710 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,171 shares; 2024Q4: 308,813 shares; 2025Q1: 77,180 shares; 2025Q2: 340,904 shares; 2025Q3: 403,346 shares; 2025Q4: 412,471 shares; 2026Q1: 431,995 shares; 2026Q2: 441,942 shares 441,942 $14.9M 2.21% +9,947 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: 194,623 shares; 2026Q2: 197,820 shares 197,820 $14.8M 2.19% +3,197 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521,775 shares; 2024Q4: 332,458 shares; 2025Q1: 183,042 shares; 2025Q2: 172,072 shares; 2025Q3: 174,092 shares; 2025Q4: 164,230 shares; 2026Q1: 138,278 shares; 2026Q2: 146,448 shares 146,448 $14.1M 2.09% +8,170 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466,888 shares; 2025Q3: 531,195 shares; 2025Q4: 547,487 shares; 2026Q1: 599,828 shares; 2026Q2: 620,177 shares 620,177 $11.5M 1.71% +20,349 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 582,190 shares; 2025Q2: 547,468 shares; 2025Q3: 591,252 shares; 2025Q4: 338,359 shares; 2026Q1: 235,926 shares; 2026Q2: 187,215 shares 187,215 $9.34M 1.38% -48,711 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,189 shares; 2024Q4: 241,982 shares; 2025Q1: 252,273 shares; 2025Q2: 282,013 shares; 2025Q3: 296,407 shares; 2025Q4: 303,773 shares; 2026Q1: 319,496 shares; 2026Q2: 331,795 shares 331,795 $8.94M 1.33% +12,299 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: 220,813 shares; 2025Q3: 432,895 shares; 2025Q4: 395,851 shares; 2026Q1: 189,131 shares; 2026Q2: 167,582 shares 167,582 $8.49M 1.26% -21,549 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,513 shares; 2024Q4: 215,446 shares; 2025Q1: 218,361 shares; 2025Q2: 233,129 shares; 2025Q3: 239,557 shares; 2025Q4: 225,163 shares; 2026Q1: 243,806 shares; 2026Q2: 254,143 shares 254,143 $8.03M 1.19% +10,337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,799 shares; 2026Q1: 82,799 shares; 2026Q2: 84,770 shares 84,770 $7.44M 1.1% +1,971 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,173 shares; 2025Q2: 71,555 shares; 2025Q3: 75,422 shares; 2025Q4: 77,391 shares; 2026Q1: 79,740 shares; 2026Q2: 80,819 shares 80,819 $7.22M 1.07% +1,079 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: 4,297 shares; 2024Q4: 4,786 shares; 2025Q1: 5,831 shares; 2025Q2: 5,648 shares; 2025Q3: 5,769 shares; 2025Q4: 20,073 shares; 2026Q1: 21,003 shares; 2026Q2: 21,175 shares 21,175 $6.93M 1.03% +172 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,174 shares; 2024Q4: 62,473 shares; 2025Q1: 62,182 shares; 2025Q2: 63,231 shares; 2025Q3: 63,314 shares; 2025Q4: 65,695 shares; 2026Q1: 65,267 shares; 2026Q2: 70,102 shares 70,102 $6.77M 1% +4,835 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: 424,510 shares; 2024Q4: 421,642 shares; 2025Q1: 425,460 shares; 2025Q2: 443,095 shares; 2025Q3: 443,019 shares; 2025Q4: 319,089 shares; 2026Q1: 110,844 shares; 2026Q2: 112,995 shares 112,995 $6.04M 0.9% +2,151 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: 13,496 shares; 2024Q4: 107,579 shares; 2025Q1: 113,877 shares; 2025Q2: 125,568 shares; 2025Q3: 127,486 shares; 2025Q4: 91,076 shares; 2026Q1: 53,061 shares; 2026Q2: 53,756 shares 53,756 $5.28M 0.78% +695 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349,481 shares; 2025Q2: 730,716 shares; 2025Q3: 764,710 shares; 2025Q4: 738,664 shares; 2026Q1: 575,559 shares; 2026Q2: 592,904 shares 592,904 $5.21M 0.77% +17,345 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,687 shares; 2025Q4: 28,333 shares; 2026Q1: 19,651 shares; 2026Q2: 20,094 shares 20,094 $5.1M 0.76% +443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,169 shares 37,169 $5.03M 0.75% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 12,081 shares; 2025Q1: 12,956 shares; 2025Q2: 10,110 shares; 2025Q3: 10,421 shares; 2025Q4: 14,626 shares; 2026Q1: 15,128 shares; 2026Q2: 16,838 shares 16,838 $4.87M 0.72% +1,710 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,279 shares; 2025Q1: 12,988 shares; 2025Q2: 14,373 shares; 2025Q3: 15,803 shares; 2025Q4: 18,417 shares; 2026Q1: 31,748 shares; 2026Q2: 31,492 shares 31,492 $4.86M 0.72% -256 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 90,034 shares 90,034 $4.72M 0.7% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,784 shares; 2025Q1: 2,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,318 shares; 2026Q2: 43,939 shares 43,939 $4.57M 0.68% +621 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,576 shares; 2026Q2: 76,509 shares 76,509 $4.36M 0.65% +1,933 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,646 shares; 2024Q4: 5,903 shares; 2025Q1: 15,571 shares; 2025Q2: 18,861 shares; 2025Q3: 23,329 shares; 2025Q4: 26,340 shares; 2026Q1: 24,460 shares; 2026Q2: 25,773 shares 25,773 $4.23M 0.63% +1,313 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: not reported; 2026Q1: not reported; 2026Q2: 108,132 shares 108,132 $4.16M 0.62% new 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: 12,200 shares; 2024Q4: 12,555 shares; 2025Q1: 11,848 shares; 2025Q2: 11,848 shares; 2025Q3: 11,600 shares; 2025Q4: 12,266 shares; 2026Q1: 12,310 shares; 2026Q2: 49,676 shares 49,676 $4M 0.59% +37,366 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: 66,029 shares; 2024Q4: 64,107 shares; 2025Q1: 40,806 shares; 2025Q2: 46,655 shares; 2025Q3: 47,338 shares; 2025Q4: 42,853 shares; 2026Q1: 42,030 shares; 2026Q2: 38,849 shares 38,849 $3.86M 0.57% -3,181 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 2,533 shares; 2025Q1: 5,068 shares; 2025Q2: 4,416 shares; 2025Q3: 4,642 shares; 2025Q4: 5,009 shares; 2026Q1: 22,710 shares; 2026Q2: 23,044 shares 23,044 $3.82M 0.57% +334 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,412 shares 29,412 $3.63M 0.54% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,586 shares 21,586 $3.62M 0.54% new 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: 321,949 shares; 2024Q4: 71,177 shares; 2025Q1: 61,008 shares; 2025Q2: 60,799 shares; 2025Q3: 61,777 shares; 2025Q4: 61,019 shares; 2026Q1: 62,284 shares; 2026Q2: 61,949 shares 61,949 $3.27M 0.48% -335 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 202,493 shares; 2025Q1: 233,671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,799 shares; 2026Q2: 258,372 shares 258,372 $3.17M 0.47% +3,573 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: 3,923 shares; 2024Q4: 15,685 shares; 2025Q1: 16,306 shares; 2025Q2: 16,466 shares; 2025Q3: 16,674 shares; 2025Q4: 29,228 shares; 2026Q1: 27,124 shares; 2026Q2: 98,833 shares 98,833 $3.13M 0.46% +71,709 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,947 shares; 2025Q1: 6,756 shares; 2025Q2: not reported; 2025Q3: 18,014 shares; 2025Q4: 17,573 shares; 2026Q1: 9,169 shares; 2026Q2: 9,156 shares 9,156 $3.1M 0.46% -13 Timeline EPHE 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: 79,216 shares; 2025Q1: 82,495 shares; 2025Q2: 90,039 shares; 2025Q3: 99,936 shares; 2025Q4: 104,662 shares; 2026Q1: 121,626 shares; 2026Q2: 125,882 shares 125,882 $3.04M 0.45% +4,256 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: 5,097 shares; 2024Q4: 5,684 shares; 2025Q1: 6,285 shares; 2025Q2: 6,369 shares; 2025Q3: 6,591 shares; 2025Q4: 6,885 shares; 2026Q1: 7,238 shares; 2026Q2: 8,054 shares 8,054 $3M 0.45% +816 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: 11,145 shares; 2024Q4: 8,423 shares; 2025Q1: 6,144 shares; 2025Q2: 5,007 shares; 2025Q3: 4,066 shares; 2025Q4: 3,947 shares; 2026Q1: 4,085 shares; 2026Q2: 3,980 shares 3,980 $2.98M 0.44% -105 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; 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: 90,287 shares; 2026Q2: 90,190 shares 90,190 $2.83M 0.42% -97 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,069 shares; 2026Q2: 301,449 shares 301,449 $2.77M 0.41% +1,380 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,145 shares; 2025Q3: 150,598 shares; 2025Q4: 160,359 shares; 2026Q1: 165,122 shares; 2026Q2: 167,167 shares 167,167 $2.73M 0.4% +2,045 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,862 shares 22,862 $2.73M 0.4% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 49,041 shares; 2026Q2: 50,174 shares 50,174 $2.63M 0.39% +1,133 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,360 shares; 2025Q2: not reported; 2025Q3: 45,059 shares; 2025Q4: 43,443 shares; 2026Q1: 48,498 shares; 2026Q2: 48,969 shares 48,969 $2.58M 0.38% +471 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: 36,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,296 shares 30,296 $2.5M 0.37% new 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: 5,584 shares; 2024Q4: 6,133 shares; 2025Q1: 5,996 shares; 2025Q2: 6,974 shares; 2025Q3: 6,380 shares; 2025Q4: 9,797 shares; 2026Q1: 9,667 shares; 2026Q2: 12,288 shares 12,288 $2.46M 0.36% +2,621 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,233 shares 38,233 $2.4M 0.36% new Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,842 shares; 2025Q1: 168,298 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201,948 shares 201,948 $2.33M 0.35% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 4,287 shares; 2025Q1: 4,693 shares; 2025Q2: 4,702 shares; 2025Q3: 4,587 shares; 2025Q4: 6,679 shares; 2026Q1: 6,615 shares; 2026Q2: 6,513 shares 6,513 $2.33M 0.34% -102 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,385 shares; 2024Q4: 33,415 shares; 2025Q1: 33,415 shares; 2025Q2: 26,051 shares; 2025Q3: 26,051 shares; 2025Q4: 26,367 shares; 2026Q1: 26,425 shares; 2026Q2: 27,971 shares 27,971 $2.32M 0.34% +1,546 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 85,553 shares; 2026Q2: 34,319 shares 34,319 $2.28M 0.34% -51,234 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: 12,997 shares; 2025Q4: 13,961 shares; 2026Q1: 14,999 shares; 2026Q2: 146,141 shares 146,141 $2.2M 0.33% +131,142 Timeline EC ECOPETROL S A More: the full row for ECOPETROL 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: 13,718 shares; 2025Q4: not reported; 2026Q1: 152,418 shares; 2026Q2: 154,012 shares 154,012 $2.19M 0.32% +1,594 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,620 shares; 2026Q2: 41,611 shares 41,611 $2.15M 0.32% +991 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: 22,829 shares; 2024Q4: 21,053 shares; 2025Q1: 19,418 shares; 2025Q2: 15,309 shares; 2025Q3: 14,569 shares; 2025Q4: 14,713 shares; 2026Q1: 14,484 shares; 2026Q2: 14,438 shares 14,438 $2.14M 0.32% -46 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: 5,609 shares; 2024Q4: 5,627 shares; 2025Q1: 5,024 shares; 2025Q2: 5,037 shares; 2025Q3: 5,050 shares; 2025Q4: 5,065 shares; 2026Q1: 5,077 shares; 2026Q2: 5,088 shares 5,088 $2.08M 0.31% +11 Timeline RES RPC INC More: the full row for RPC 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: 348,722 shares; 2026Q2: 355,301 shares 355,301 $2.07M 0.31% +6,579 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: 40,150 shares; 2025Q3: 41,358 shares; 2025Q4: 36,451 shares; 2026Q1: 38,152 shares; 2026Q2: 39,189 shares 39,189 $2.06M 0.31% +1,037 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: 14,703 shares; 2024Q4: 17,870 shares; 2025Q1: 20,079 shares; 2025Q2: 17,595 shares; 2025Q3: 7,947 shares; 2025Q4: 8,827 shares; 2026Q1: 8,282 shares; 2026Q2: 8,621 shares 8,621 $2.05M 0.3% +339 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: 79,325 shares; 2024Q4: 119,980 shares; 2025Q1: 99,992 shares; 2025Q2: 80,524 shares; 2025Q3: 78,547 shares; 2025Q4: 77,963 shares; 2026Q1: 76,091 shares; 2026Q2: 73,759 shares 73,759 $2.04M 0.3% -2,332 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,003 shares; 2024Q4: 281,111 shares; 2025Q1: 303,818 shares; 2025Q2: 75,472 shares; 2025Q3: 45,574 shares; 2025Q4: 31,452 shares; 2026Q1: 23,761 shares; 2026Q2: 31,229 shares 31,229 $2M 0.3% +7,468 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: 1,198 shares; 2024Q4: 1,115 shares; 2025Q1: 1,061 shares; 2025Q2: 1,148 shares; 2025Q3: 1,162 shares; 2025Q4: 2,316 shares; 2026Q1: 2,572 shares; 2026Q2: 2,655 shares 2,655 $1.96M 0.29% +83 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,399 shares 275,399 $1.89M 0.28% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,084 shares; 2024Q4: 353,160 shares; 2025Q1: 71,594 shares; 2025Q2: 66,827 shares; 2025Q3: 68,116 shares; 2025Q4: 75,987 shares; 2026Q1: 82,140 shares; 2026Q2: 61,792 shares 61,792 $1.88M 0.28% -20,348 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: 35,106 shares; 2024Q4: 29,363 shares; 2025Q1: 24,578 shares; 2025Q2: 20,699 shares; 2025Q3: 20,278 shares; 2025Q4: 24,467 shares; 2026Q1: 23,999 shares; 2026Q2: 23,431 shares 23,431 $1.81M 0.27% -568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,803 shares; 2026Q1: 90,668 shares; 2026Q2: 92,172 shares 92,172 $1.76M 0.26% +1,504 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94,035 shares; 2025Q1: 108,303 shares; 2025Q2: 22,201 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184,326 shares 184,326 $1.76M 0.26% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; 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: 292,749 shares; 2026Q2: 295,548 shares 295,548 $1.74M 0.26% +2,799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,745 shares 20,745 $1.72M 0.26% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,717 shares; 2026Q2: 32,183 shares 32,183 $1.69M 0.25% +4,466 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: 1,208 shares; 2024Q4: 1,238 shares; 2025Q1: 1,394 shares; 2025Q2: 1,371 shares; 2025Q3: 1,382 shares; 2025Q4: 1,444 shares; 2026Q1: 1,443 shares; 2026Q2: 1,584 shares 1,584 $1.69M 0.25% +141 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,650 shares; 2025Q3: 344,055 shares; 2025Q4: 327,079 shares; 2026Q1: 199,112 shares; 2026Q2: 122,906 shares 122,906 $1.68M 0.25% -76,206 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: 9,396 shares; 2024Q4: 10,522 shares; 2025Q1: 13,783 shares; 2025Q2: 15,106 shares; 2025Q3: 16,619 shares; 2025Q4: 18,504 shares; 2026Q1: 18,439 shares; 2026Q2: 16,526 shares 16,526 $1.64M 0.24% -1,913 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: 3,485 shares; 2024Q4: 3,515 shares; 2025Q1: 3,381 shares; 2025Q2: 3,413 shares; 2025Q3: 3,691 shares; 2025Q4: 7,502 shares; 2026Q1: 11,778 shares; 2026Q2: 11,829 shares 11,829 $1.62M 0.24% +51 Timeline APA APA CORPORATION More: the full row for APA 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: 47,874 shares 47,874 $1.56M 0.23% new Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,369 shares; 2024Q4: 201,374 shares; 2025Q1: 481,370 shares; 2025Q2: 486,378 shares; 2025Q3: 281,412 shares; 2025Q4: 325,291 shares; 2026Q1: 550,656 shares; 2026Q2: 619,823 shares 619,823 $1.48M 0.22% +69,167 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: 65,959 shares; 2024Q4: 41,435 shares; 2025Q1: 32,476 shares; 2025Q2: 23,183 shares; 2025Q3: 20,384 shares; 2025Q4: 19,785 shares; 2026Q1: 19,947 shares; 2026Q2: 19,471 shares 19,471 $1.43M 0.21% -476 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,242 shares; 2025Q1: 1,206 shares; 2025Q2: 1,210 shares; 2025Q3: 1,040 shares; 2025Q4: 1,008 shares; 2026Q1: 1,667 shares; 2026Q2: 1,735 shares 1,735 $1.3M 0.19% +68 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: 1,507 shares; 2024Q4: 818 shares; 2025Q1: 989 shares; 2025Q2: 849 shares; 2025Q3: 619 shares; 2025Q4: 1,196 shares; 2026Q1: 1,201 shares; 2026Q2: 1,362 shares 1,362 $1.27M 0.19% +161 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA 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: 252,159 shares; 2026Q2: 257,167 shares 257,167 $1.23M 0.18% +5,008 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,265 shares; 2025Q1: 26,787 shares; 2025Q2: 30,317 shares; 2025Q3: 10,060 shares; 2025Q4: 8,922 shares; 2026Q1: 8,763 shares; 2026Q2: 87,256 shares 87,256 $1.23M 0.18% +78,493 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: 275 shares; 2024Q4: 376 shares; 2025Q1: 633 shares; 2025Q2: 676 shares; 2025Q3: 729 shares; 2025Q4: 873 shares; 2026Q1: 836 shares; 2026Q2: 1,007 shares 1,007 $1.21M 0.18% +171 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,755 shares; 2026Q1: 14,606 shares; 2026Q2: 22,363 shares 22,363 $1.13M 0.17% +7,757 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,754 shares; 2024Q4: 133,974 shares; 2025Q1: 138,652 shares; 2025Q2: 150,612 shares; 2025Q3: 154,559 shares; 2025Q4: 20,421 shares; 2026Q1: 18,122 shares; 2026Q2: 17,911 shares 17,911 $1.13M 0.17% -211 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: 26,908 shares; 2024Q4: 21,274 shares; 2025Q1: 19,082 shares; 2025Q2: 16,672 shares; 2025Q3: 16,515 shares; 2025Q4: 16,319 shares; 2026Q1: 16,151 shares; 2026Q2: 16,037 shares 16,037 $1.11M 0.17% -114 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: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,753 shares; 2025Q2: 1,612 shares; 2025Q3: 1,662 shares; 2025Q4: 1,758 shares; 2026Q1: 1,614 shares; 2026Q2: 1,605 shares 1,605 $1.1M 0.16% -9 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: 1,550 shares; 2024Q4: 5,218 shares; 2025Q1: 5,830 shares; 2025Q2: 2,031 shares; 2025Q3: 1,946 shares; 2025Q4: 2,313 shares; 2026Q1: 2,331 shares; 2026Q2: 2,459 shares 2,459 $1.03M 0.15% +128 Timeline ARDX ARDELYX INC More: the full row for ARDELYX 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: 191,144 shares; 2026Q2: 195,159 shares 195,159 $995K 0.15% +4,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares; 2026Q1: 4,276 shares; 2026Q2: 9,544 shares 9,544 $938K 0.14% +5,268 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: 9,774 shares; 2024Q4: 7,034 shares; 2025Q1: 6,017 shares; 2025Q2: 4,812 shares; 2025Q3: 4,770 shares; 2025Q4: 4,903 shares; 2026Q1: 4,819 shares; 2026Q2: 4,686 shares 4,686 $936K 0.14% -133 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: 10,950 shares; 2024Q4: 8,167 shares; 2025Q1: 7,140 shares; 2025Q2: 6,387 shares; 2025Q3: 5,942 shares; 2025Q4: 6,095 shares; 2026Q1: 6,038 shares; 2026Q2: 4,220 shares 4,220 $898K 0.13% -1,818 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: 4,631 shares; 2025Q1: 9,762 shares; 2025Q2: 8,776 shares; 2025Q3: 9,091 shares; 2025Q4: 11,602 shares; 2026Q1: 14,389 shares; 2026Q2: 14,750 shares 14,750 $840K 0.12% +361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,959 shares; 2026Q1: 1,903 shares; 2026Q2: 6,505 shares 6,505 $831K 0.12% +4,602 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,746 shares; 2024Q4: 288,511 shares; 2025Q1: 293,343 shares; 2025Q2: 317,049 shares; 2025Q3: 226,335 shares; 2025Q4: 28,658 shares; 2026Q1: 27,963 shares; 2026Q2: 27,216 shares 27,216 $806K 0.12% -747 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: 23,234 shares; 2024Q4: 18,521 shares; 2025Q1: 15,886 shares; 2025Q2: 13,027 shares; 2025Q3: 12,873 shares; 2025Q4: 13,532 shares; 2026Q1: 13,642 shares; 2026Q2: 13,328 shares 13,328 $796K 0.12% -314 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: 886 shares; 2024Q4: 875 shares; 2025Q1: 1,188 shares; 2025Q2: 1,128 shares; 2025Q3: 1,106 shares; 2025Q4: 1,529 shares; 2026Q1: 1,500 shares; 2026Q2: 1,583 shares 1,583 $792K 0.12% +83 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: not reported; 2024Q4: 62,793 shares; 2025Q1: 66,828 shares; 2025Q2: 18,385 shares; 2025Q3: 18,546 shares; 2025Q4: 16,002 shares; 2026Q1: 16,854 shares; 2026Q2: 18,043 shares 18,043 $788K 0.12% +1,189 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,637 shares; 2025Q1: 1,643 shares; 2025Q2: 1,501 shares; 2025Q3: 1,432 shares; 2025Q4: 1,427 shares; 2026Q1: 1,091 shares; 2026Q2: 1,093 shares 1,093 $770K 0.11% +2 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: 919 shares; 2024Q4: 978 shares; 2025Q1: 1,085 shares; 2025Q2: 935 shares; 2025Q3: 926 shares; 2025Q4: 1,391 shares; 2026Q1: 1,240 shares; 2026Q2: 1,341 shares 1,341 $755K 0.11% +101 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,567 shares; 2024Q4: 7,584 shares; 2025Q1: 7,600 shares; 2025Q2: 7,617 shares; 2025Q3: 7,548 shares; 2025Q4: 7,622 shares; 2026Q1: 7,641 shares; 2026Q2: 2,381 shares 2,381 $752K 0.11% -5,260 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.11% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; 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: 22,554 shares; 2026Q2: 22,098 shares 22,098 $734K 0.11% -456 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 6,441 shares; 2025Q3: 8,262 shares; 2025Q4: 9,251 shares; 2026Q1: 8,352 shares; 2026Q2: 8,753 shares 8,753 $733K 0.11% +401 Timeline DDFM 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: not reported; 2025Q4: not reported; 2026Q1: 36,823 shares; 2026Q2: 36,823 shares 36,823 $727K 0.11% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 137,560 shares; 2026Q2: 137,560 shares 137,560 $725K 0.11% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,711 shares; 2025Q3: 178,700 shares; 2025Q4: 158,385 shares; 2026Q1: 120,530 shares; 2026Q2: 30,120 shares 30,120 $711K 0.11% -90,410 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: 37,449 shares; 2024Q4: 39,621 shares; 2025Q1: 9,130 shares; 2025Q2: 9,255 shares; 2025Q3: 2,362 shares; 2025Q4: 2,360 shares; 2026Q1: 2,314 shares; 2026Q2: 2,297 shares 2,297 $690K 0.1% -17 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,921 shares; 2024Q4: 11,012 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 11,026 shares; 2026Q1: 11,346 shares; 2026Q2: 11,348 shares 11,348 $644K 0.1% +2 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: 42,422 shares; 2024Q4: 47,759 shares; 2025Q1: 50,986 shares; 2025Q2: 7,899 shares; 2025Q3: 6,623 shares; 2025Q4: 7,620 shares; 2026Q1: 7,492 shares; 2026Q2: 7,821 shares 7,821 $640K 0.09% +329 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,607 shares; 2026Q1: 2,618 shares; 2026Q2: 2,664 shares 2,664 $630K 0.09% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares; 2026Q2: 1,642 shares 1,642 $608K 0.09% +5 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,525 shares; 2025Q1: 1,726 shares; 2025Q2: 1,556 shares; 2025Q3: 1,640 shares; 2025Q4: 2,004 shares; 2026Q1: 1,604 shares; 2026Q2: 1,740 shares 1,740 $597K 0.09% +136 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,253 shares 4,253 $594K 0.09% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,242 shares; 2024Q4: 23,529 shares; 2025Q1: 14,706 shares; 2025Q2: 10,856 shares; 2025Q3: 12,045 shares; 2025Q4: 11,606 shares; 2026Q1: 11,255 shares; 2026Q2: 11,720 shares 11,720 $593K 0.09% +465 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,281 shares; 2024Q4: 71,550 shares; 2025Q1: 74,250 shares; 2025Q2: 44,760 shares; 2025Q3: 46,204 shares; 2025Q4: 46,897 shares; 2026Q1: 47,910 shares; 2026Q2: 10,651 shares 10,651 $591K 0.09% -37,259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,387 shares 17,387 $588K 0.09% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,387 shares; 2026Q1: 106,735 shares; 2026Q2: 6,077 shares 6,077 $586K 0.09% -100,658 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: 2,180 shares; 2025Q2: 3,342 shares; 2025Q3: 3,433 shares; 2025Q4: 4,097 shares; 2026Q1: 3,960 shares; 2026Q2: 3,725 shares 3,725 $572K 0.08% -235 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,098 shares; 2026Q2: 1,299 shares 1,299 $563K 0.08% +201 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,671 shares; 2025Q3: 86,976 shares; 2025Q4: 88,178 shares; 2026Q1: 90,339 shares; 2026Q2: 17,003 shares 17,003 $560K 0.08% -73,336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 850 shares; 2025Q4: 1,440 shares; 2026Q1: 1,494 shares; 2026Q2: 1,449 shares 1,449 $547K 0.08% -45 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,744 shares; 2026Q1: not reported; 2026Q2: 4,876 shares 4,876 $518K 0.08% new Timeline PWB 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: 3,198 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,055 shares; 2026Q2: 3,055 shares 3,055 $515K 0.08% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,720 shares; 2025Q4: 35,591 shares; 2026Q1: 37,977 shares; 2026Q2: 3,205 shares 3,205 $499K 0.07% -34,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,013 shares; 2026Q1: 969 shares; 2026Q2: 1,409 shares 1,409 $498K 0.07% +440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 904 shares; 2026Q1: 912 shares; 2026Q2: 3,967 shares 3,967 $493K 0.07% +3,055 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 928 shares; 2025Q4: 762 shares; 2026Q1: 759 shares; 2026Q2: 760 shares 760 $487K 0.07% +1 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: 368 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 385 shares; 2025Q4: 401 shares; 2026Q1: 403 shares; 2026Q2: 480 shares 480 $485K 0.07% +77 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,652 shares; 2024Q4: 25,082 shares; 2025Q1: 25,192 shares; 2025Q2: 25,372 shares; 2025Q3: 25,546 shares; 2025Q4: 25,804 shares; 2026Q1: 20,069 shares; 2026Q2: 20,176 shares 20,176 $478K 0.07% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares; 2026Q2: 646 shares 646 $467K 0.07% +1 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,597 shares; 2026Q2: 28,127 shares 28,127 $443K 0.07% +7,530 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: 1,225 shares; 2024Q4: 1,239 shares; 2025Q1: 1,451 shares; 2025Q2: 1,273 shares; 2025Q3: 1,348 shares; 2025Q4: 1,611 shares; 2026Q1: 1,555 shares; 2026Q2: 1,484 shares 1,484 $442K 0.07% -71 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,382 shares; 2024Q4: 4,436 shares; 2025Q1: 3,929 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 4,027 shares; 2026Q1: 4,130 shares; 2026Q2: 4,209 shares 4,209 $437K 0.06% +79 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 4,667 shares; 2025Q1: 4,686 shares; 2025Q2: 4,755 shares; 2025Q3: 4,768 shares; 2025Q4: 4,813 shares; 2026Q1: 4,867 shares; 2026Q2: 4,934 shares 4,934 $437K 0.06% +67 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,345 shares 8,345 $432K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,261 shares 1,261 $430K 0.06% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $426K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 3,523 shares; 2026Q1: 3,416 shares; 2026Q2: 3,763 shares 3,763 $426K 0.06% +347 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: 504 shares; 2024Q4: 545 shares; 2025Q1: 546 shares; 2025Q2: 495 shares; 2025Q3: 475 shares; 2025Q4: 631 shares; 2026Q1: 587 shares; 2026Q2: 817 shares 817 $420K 0.06% +230 Timeline SCMB 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: 15,898 shares 15,898 $410K 0.06% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,165 shares; 2024Q4: 21,481 shares; 2025Q1: 23,068 shares; 2025Q2: not reported; 2025Q3: 43,860 shares; 2025Q4: 48,210 shares; 2026Q1: 5,398 shares; 2026Q2: 4,870 shares 4,870 $407K 0.06% -528 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $403K 0.06% new Timeline JBBB 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: 5,379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,744 shares; 2026Q2: 8,221 shares 8,221 $391K 0.06% +2,477 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 126,636 shares; 2025Q3: 144,345 shares; 2025Q4: 180,419 shares; 2026Q1: 9,772 shares; 2026Q2: 9,026 shares 9,026 $382K 0.06% -746 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,374 shares; 2024Q4: 9,360 shares; 2025Q1: 10,111 shares; 2025Q2: 9,970 shares; 2025Q3: 10,370 shares; 2025Q4: 10,761 shares; 2026Q1: 10,625 shares; 2026Q2: 4,569 shares 4,569 $378K 0.06% -6,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $373K 0.06% 0 Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,130 shares 3,130 $367K 0.05% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 3,038 shares 3,038 $363K 0.05% +2,658 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 661 shares; 2025Q1: 817 shares; 2025Q2: 726 shares; 2025Q3: 682 shares; 2025Q4: 779 shares; 2026Q1: 705 shares; 2026Q2: 722 shares 722 $362K 0.05% +17 Timeline TUR 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: 9,237 shares; 2026Q2: 9,247 shares 9,247 $360K 0.05% +10 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: 1,781 shares; 2024Q4: 1,713 shares; 2025Q1: 1,916 shares; 2025Q2: 1,790 shares; 2025Q3: 1,840 shares; 2025Q4: 2,284 shares; 2026Q1: 2,187 shares; 2026Q2: 2,435 shares 2,435 $357K 0.05% +248 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,776 shares; 2025Q1: 1,678 shares; 2025Q2: 1,580 shares; 2025Q3: 1,511 shares; 2025Q4: 1,887 shares; 2026Q1: 1,891 shares; 2026Q2: 1,850 shares 1,850 $351K 0.05% -41 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,544 shares; 2026Q1: 107,655 shares; 2026Q2: 5,791 shares 5,791 $349K 0.05% -101,864 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: 3,278 shares; 2024Q4: 3,296 shares; 2025Q1: 3,311 shares; 2025Q2: 3,328 shares; 2025Q3: 3,343 shares; 2025Q4: 3,360 shares; 2026Q1: 3,373 shares; 2026Q2: 3,386 shares 3,386 $343K 0.05% +13 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,529 shares; 2026Q1: 4,831 shares; 2026Q2: 4,857 shares 4,857 $332K 0.05% +26 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: 5,074 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 4,663 shares; 2025Q4: 4,293 shares; 2026Q1: 4,293 shares; 2026Q2: 4,273 shares 4,273 $327K 0.05% -20 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $322K 0.05% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 904 shares; 2026Q1: 830 shares; 2026Q2: 914 shares 914 $322K 0.05% +84 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,805 shares; 2025Q2: 9,060 shares; 2025Q3: 8,648 shares; 2025Q4: 7,951 shares; 2026Q1: 7,529 shares; 2026Q2: 6,986 shares 6,986 $320K 0.05% -543 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: 1,471 shares; 2025Q3: 1,671 shares; 2025Q4: 1,740 shares; 2026Q1: 1,607 shares; 2026Q2: 1,529 shares 1,529 $320K 0.05% -78 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 5,099 shares; 2026Q2: 4,963 shares 4,963 $309K 0.05% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $308K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares; 2026Q2: 1,199 shares 1,199 $287K 0.04% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 1,867 shares; 2026Q2: 2,006 shares 2,006 $259K 0.04% +139 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,898 shares; 2026Q1: 5,079 shares; 2026Q2: 5,050 shares 5,050 $255K 0.04% -29 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,285 shares; 2025Q3: 1,322 shares; 2025Q4: 1,521 shares; 2026Q1: not reported; 2026Q2: 1,381 shares 1,381 $255K 0.04% 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: 4,191 shares; 2024Q4: 4,230 shares; 2025Q1: 4,152 shares; 2025Q2: 3,832 shares; 2025Q3: 4,573 shares; 2025Q4: 4,301 shares; 2026Q1: 2,674 shares; 2026Q2: 2,693 shares 2,693 $255K 0.04% +19 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,712 shares; 2025Q1: 79,493 shares; 2025Q2: 10,940 shares; 2025Q3: 11,059 shares; 2025Q4: 11,467 shares; 2026Q1: 10,650 shares; 2026Q2: 9,542 shares 9,542 $252K 0.04% -1,108 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,571 shares 11,571 $248K 0.04% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; 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: 9,745 shares; 2026Q2: 9,445 shares 9,445 $245K 0.04% -300 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,203 shares; 2024Q4: 5,030 shares; 2025Q1: 5,002 shares; 2025Q2: 5,007 shares; 2025Q3: 4,945 shares; 2025Q4: 4,947 shares; 2026Q1: 4,948 shares; 2026Q2: 4,951 shares 4,951 $245K 0.04% +3 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,708 shares; 2025Q1: 34,111 shares; 2025Q2: 48,395 shares; 2025Q3: 5,250 shares; 2025Q4: 5,304 shares; 2026Q1: 4,580 shares; 2026Q2: 4,576 shares 4,576 $243K 0.04% -4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 5,353 shares; 2026Q1: 5,210 shares; 2026Q2: 5,186 shares 5,186 $242K 0.04% -24 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: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,163 shares; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 3,193 shares; 2026Q2: 3,193 shares 3,193 $241K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 553 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $239K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,528 shares; 2026Q2: 13,688 shares 13,688 $237K 0.04% -89,840 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 8,861 shares; 2025Q1: 10,288 shares; 2025Q2: 1,137 shares; 2025Q3: 1,138 shares; 2025Q4: 996 shares; 2026Q1: 849 shares; 2026Q2: 740 shares 740 $236K 0.03% -109 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 3,780 shares; 2026Q1: 3,780 shares; 2026Q2: 3,850 shares 3,850 $231K 0.03% +70 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $231K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,080 shares; 2025Q4: 2,103 shares; 2026Q1: 2,127 shares; 2026Q2: 2,144 shares 2,144 $231K 0.03% +17 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares; 2026Q2: 4,886 shares 4,886 $229K 0.03% -544 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 2,619 shares; 2026Q1: 2,619 shares; 2026Q2: 2,619 shares 2,619 $228K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,655 shares; 2024Q4: 45,893 shares; 2025Q1: 49,570 shares; 2025Q2: 3,247 shares; 2025Q3: 2,584 shares; 2025Q4: 2,657 shares; 2026Q1: 2,426 shares; 2026Q2: 2,414 shares 2,414 $225K 0.03% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 1,141 shares; 2026Q1: 1,146 shares; 2026Q2: 1,151 shares 1,151 $225K 0.03% +5 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: 4,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,428 shares; 2026Q2: 9,171 shares 9,171 $221K 0.03% +743 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS 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: 4,667 shares; 2026Q1: 4,672 shares; 2026Q2: 4,679 shares 4,679 $221K 0.03% +7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $218K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 414 shares 414 $217K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: not reported; 2026Q2: 638 shares 638 $216K 0.03% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,432 shares; 2024Q4: 216,437 shares; 2025Q1: 221,662 shares; 2025Q2: 236,515 shares; 2025Q3: 13,563 shares; 2025Q4: 12,286 shares; 2026Q1: 12,286 shares; 2026Q2: 12,417 shares 12,417 $215K 0.03% +131 Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 3,155 shares 3,155 $205K 0.03% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $202K 0.03% new Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM 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: 11,308 shares; 2026Q1: 20,238 shares; 2026Q2: 20,238 shares 20,238 $195K 0.03% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; 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: 13,000 shares 13,000 $175K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,135 shares; 2024Q4: 28,023 shares; 2025Q1: 28,220 shares; 2025Q2: 28,313 shares; 2025Q3: 11,145 shares; 2025Q4: 12,136 shares; 2026Q1: 12,318 shares; 2026Q2: 12,237 shares 12,237 $170K 0.03% -81 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 17,187 shares; 2026Q1: 17,542 shares; 2026Q2: 17,889 shares 17,889 $160K 0.02% +347 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,474 shares; 2024Q4: 675,280 shares; 2025Q1: 690,602 shares; 2025Q2: 32,692 shares; 2025Q3: 15,542 shares; 2025Q4: 11,788 shares; 2026Q1: 10,227 shares; 2026Q2: 10,242 shares 10,242 $141K 0.02% +15 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,374 shares; 2025Q3: 17,742 shares; 2025Q4: 19,507 shares; 2026Q1: 10,047 shares; 2026Q2: 10,047 shares 10,047 $136K 0.02% 0 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,099 shares; 2025Q2: 330,881 shares; 2025Q3: 353,213 shares; 2025Q4: 314,888 shares; 2026Q1: 16,722 shares; 2026Q2: 16,814 shares 16,814 $105K 0.02% +92 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,696 shares; 2025Q1: 472,381 shares; 2025Q2: 39,668 shares; 2025Q3: 39,357 shares; 2025Q4: 38,050 shares; 2026Q1: 36,204 shares; 2026Q2: 19,959 shares 19,959 $89.8K 0.01% -16,245 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,788 shares 25,788 $81K 0.01% new Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL 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: 10,068 shares; 2026Q1: 10,068 shares; 2026Q2: 10,068 shares 10,068 $41.7K 0.01% 0 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,117 shares 10,117 $38.3K 0.01% new Timeline