UNM UNUM GROUP More: the full row for UNUM 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: 1,084 shares 1,084 $96.9K 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 453 shares; 2025Q1: 623 shares; 2025Q2: 780 shares; 2025Q3: 843 shares; 2025Q4: 797 shares; 2026Q1: 765 shares; 2026Q2: 516 shares 516 $95.2K 0.02% -249 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: not reported; 2026Q2: 374 shares 374 $95.2K 0.02% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 784 shares; 2026Q2: 604 shares 604 $94.2K 0.02% -180 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: 40,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 79 shares; 2025Q4: 40 shares; 2026Q1: 48 shares; 2026Q2: 968 shares 968 $93.5K 0.02% +920 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $93.1K 0.02% new 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: 33,212 shares; 2024Q4: 866 shares; 2025Q1: 626 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 1,002 shares; 2026Q1: 690 shares; 2026Q2: 896 shares 896 $93.1K 0.02% +206 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $92.4K 0.02% 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: 163,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 720 shares 720 $92K 0.02% +218 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,042 shares; 2024Q4: 202 shares; 2025Q1: 216 shares; 2025Q2: 184 shares; 2025Q3: 196 shares; 2025Q4: 294 shares; 2026Q1: 436 shares; 2026Q2: 565 shares 565 $91.7K 0.02% +129 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,127 shares; 2024Q4: 582 shares; 2025Q1: 585 shares; 2025Q2: 579 shares; 2025Q3: 550 shares; 2025Q4: 573 shares; 2026Q1: 591 shares; 2026Q2: 386 shares 386 $91.6K 0.02% -205 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 170 shares; 2025Q1: 223 shares; 2025Q2: 256 shares; 2025Q3: 279 shares; 2025Q4: 349 shares; 2026Q1: 360 shares; 2026Q2: 408 shares 408 $91.5K 0.02% +48 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: 3,248 shares; 2024Q4: 629 shares; 2025Q1: 861 shares; 2025Q2: 850 shares; 2025Q3: 1,652 shares; 2025Q4: 986 shares; 2026Q1: 1,049 shares; 2026Q2: 1,136 shares 1,136 $91.2K 0.02% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 662 shares; 2026Q2: 466 shares 466 $90.6K 0.02% -196 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 516 shares; 2025Q1: 852 shares; 2025Q2: 752 shares; 2025Q3: 648 shares; 2025Q4: 772 shares; 2026Q1: 838 shares; 2026Q2: 952 shares 952 $90.4K 0.02% +114 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 1,062 shares; 2025Q4: 462 shares; 2026Q1: 472 shares; 2026Q2: 880 shares 880 $89.9K 0.02% +408 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 455 shares; 2026Q1: 883 shares; 2026Q2: 2,146 shares 2,146 $89.5K 0.02% +1,263 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,944 shares; 2024Q4: 913 shares; 2025Q1: 1,493 shares; 2025Q2: 1,540 shares; 2025Q3: 3,220 shares; 2025Q4: 1,830 shares; 2026Q1: 1,634 shares; 2026Q2: 1,646 shares 1,646 $89.2K 0.02% +12 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: 7,402 shares; 2024Q4: 688 shares; 2025Q1: 881 shares; 2025Q2: 785 shares; 2025Q3: 929 shares; 2025Q4: 1,029 shares; 2026Q1: 1,279 shares; 2026Q2: 1,568 shares 1,568 $88.4K 0.02% +289 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: 193,196 shares; 2024Q4: 1,599 shares; 2025Q1: 2,794 shares; 2025Q2: 3,008 shares; 2025Q3: 6,071 shares; 2025Q4: 4,160 shares; 2026Q1: 5,077 shares; 2026Q2: 4,945 shares 4,945 $87.7K 0.02% -132 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 476 shares 476 $87.2K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $86.9K 0.02% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 610 shares; 2026Q1: 866 shares; 2026Q2: 1,140 shares 1,140 $86.6K 0.02% +274 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 379 shares; 2026Q2: 509 shares 509 $86.3K 0.02% +130 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,151 shares 2,151 $86.3K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,127 shares; 2024Q4: 677 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,421 shares; 2025Q4: 1,346 shares; 2026Q1: 1,514 shares; 2026Q2: 1,545 shares 1,545 $85.7K 0.02% +31 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: 12,741 shares; 2024Q4: 261 shares; 2025Q1: 279 shares; 2025Q2: 327 shares; 2025Q3: 331 shares; 2025Q4: 298 shares; 2026Q1: 473 shares; 2026Q2: 666 shares 666 $84.1K 0.02% +193 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: 1,887 shares; 2025Q3: 2,260 shares; 2025Q4: 2,279 shares; 2026Q1: 2,276 shares; 2026Q2: 2,267 shares 2,267 $83.3K 0.02% -9 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,407 shares; 2024Q4: 528 shares; 2025Q1: 850 shares; 2025Q2: 747 shares; 2025Q3: 824 shares; 2025Q4: 591 shares; 2026Q1: 762 shares; 2026Q2: 1,114 shares 1,114 $81.7K 0.02% +352 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,966 shares; 2024Q4: 559 shares; 2025Q1: 679 shares; 2025Q2: 814 shares; 2025Q3: 1,203 shares; 2025Q4: 879 shares; 2026Q1: 1,571 shares; 2026Q2: 1,666 shares 1,666 $80.9K 0.02% +95 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 305 shares; 2025Q1: 379 shares; 2025Q2: 407 shares; 2025Q3: 458 shares; 2025Q4: 417 shares; 2026Q1: 462 shares; 2026Q2: 504 shares 504 $80K 0.02% +42 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,343 shares; 2024Q4: 1,214 shares; 2025Q1: 1,319 shares; 2025Q2: 1,354 shares; 2025Q3: 2,087 shares; 2025Q4: 1,254 shares; 2026Q1: 826 shares; 2026Q2: 1,282 shares 1,282 $79.4K 0.02% +456 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,139 shares 1,139 $79.3K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,698 shares; 2024Q4: 1,205 shares; 2025Q1: 1,730 shares; 2025Q2: 1,678 shares; 2025Q3: 1,530 shares; 2025Q4: 1,115 shares; 2026Q1: 2,321 shares; 2026Q2: 2,275 shares 2,275 $79.2K 0.02% -46 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 42 shares; 2026Q1: 36 shares; 2026Q2: 38 shares 38 $79.1K 0.02% +2 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: 21,701 shares; 2024Q4: 907 shares; 2025Q1: 1,609 shares; 2025Q2: 918 shares; 2025Q3: 733 shares; 2025Q4: 27,477 shares; 2026Q1: 25,507 shares; 2026Q2: 938 shares 938 $77.9K 0.02% -24,569 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 5,123 shares; 2026Q2: 5,835 shares 5,835 $77.5K 0.02% +712 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: 25,940 shares; 2024Q4: 33 shares; 2025Q1: 196 shares; 2025Q2: 264 shares; 2025Q3: 301 shares; 2025Q4: 303 shares; 2026Q1: 313 shares; 2026Q2: 337 shares 337 $77.3K 0.02% +24 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: 247 shares; 2026Q1: 284 shares; 2026Q2: 353 shares 353 $76.3K 0.02% +69 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 9 shares; 2025Q1: 181 shares; 2025Q2: 267 shares; 2025Q3: 385 shares; 2025Q4: 427 shares; 2026Q1: 624 shares; 2026Q2: 710 shares 710 $76K 0.02% +86 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 422 shares; 2026Q2: 491 shares 491 $75.9K 0.02% +69 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 692 shares; 2026Q1: 1,140 shares; 2026Q2: 1,379 shares 1,379 $74.5K 0.02% +239 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,767 shares; 2024Q4: 194 shares; 2025Q1: 393 shares; 2025Q2: 423 shares; 2025Q3: 439 shares; 2025Q4: 459 shares; 2026Q1: 498 shares; 2026Q2: 306 shares 306 $74.3K 0.02% -192 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; 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: 3,198 shares 3,198 $73.7K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $73.5K 0.01% new 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: 4,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 554 shares 554 $72.9K 0.01% -19 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 72 shares; 2025Q1: 118 shares; 2025Q2: 143 shares; 2025Q3: 169 shares; 2025Q4: 304 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $72.3K 0.01% new 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: 42,726 shares; 2024Q4: 190 shares; 2025Q1: 355 shares; 2025Q2: 456 shares; 2025Q3: 919 shares; 2025Q4: 1,425 shares; 2026Q1: 1,036 shares; 2026Q2: 618 shares 618 $70.6K 0.01% -418 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 18 shares; 2025Q1: 50 shares; 2025Q2: 52 shares; 2025Q3: 40 shares; 2025Q4: 550 shares; 2026Q1: not reported; 2026Q2: 1,278 shares 1,278 $70.2K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 690 shares; 2025Q4: 827 shares; 2026Q1: 1,136 shares; 2026Q2: 963 shares 963 $69.6K 0.01% -173 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,337 shares; 2024Q4: 823 shares; 2025Q1: 1,106 shares; 2025Q2: 1,491 shares; 2025Q3: 1,353 shares; 2025Q4: 2,631 shares; 2026Q1: 2,489 shares; 2026Q2: 2,038 shares 2,038 $69.3K 0.01% -451 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 83 shares; 2025Q1: 273 shares; 2025Q2: 279 shares; 2025Q3: 734 shares; 2025Q4: 393 shares; 2026Q1: 415 shares; 2026Q2: 392 shares 392 $69.3K 0.01% -23 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: 2,389 shares; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 21 shares; 2025Q4: 20 shares; 2026Q1: 286 shares; 2026Q2: 322 shares 322 $68.9K 0.01% +36 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 203 shares 203 $68.7K 0.01% -765 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,786 shares; 2024Q4: 2 shares; 2025Q1: 99 shares; 2025Q2: 169 shares; 2025Q3: 262 shares; 2025Q4: 269 shares; 2026Q1: 784 shares; 2026Q2: 852 shares 852 $67.1K 0.01% +68 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: 2,983 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 900 shares 900 $67K 0.01% +17 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 968 shares; 2025Q3: 953 shares; 2025Q4: 946 shares; 2026Q1: 1,223 shares; 2026Q2: 1,206 shares 1,206 $65.9K 0.01% -17 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 167 shares; 2025Q3: 215 shares; 2025Q4: 305 shares; 2026Q1: 2,555 shares; 2026Q2: 2,669 shares 2,669 $65.7K 0.01% +114 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares; 2026Q2: 1,469 shares 1,469 $64.7K 0.01% +317 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: 1,921 shares; 2026Q1: 1,881 shares; 2026Q2: 1,980 shares 1,980 $64.5K 0.01% +99 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: 15,315 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 379 shares; 2026Q1: 186 shares; 2026Q2: 157 shares 157 $64.3K 0.01% -29 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,005 shares; 2024Q4: 157 shares; 2025Q1: 302 shares; 2025Q2: 632 shares; 2025Q3: 875 shares; 2025Q4: 1,402 shares; 2026Q1: 2,067 shares; 2026Q2: 1,502 shares 1,502 $64K 0.01% -565 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 317 shares; 2025Q4: 300 shares; 2026Q1: 375 shares; 2026Q2: 559 shares 559 $63.6K 0.01% +184 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,476 shares; 2024Q4: 371 shares; 2025Q1: 1,523 shares; 2025Q2: 629 shares; 2025Q3: 653 shares; 2025Q4: 715 shares; 2026Q1: 998 shares; 2026Q2: 992 shares 992 $63.5K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 300 shares; 2025Q3: 409 shares; 2025Q4: 421 shares; 2026Q1: 414 shares; 2026Q2: 409 shares 409 $63.4K 0.01% -5 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 119 shares; 2025Q1: 167 shares; 2025Q2: 140 shares; 2025Q3: 197 shares; 2025Q4: 222 shares; 2026Q1: 232 shares; 2026Q2: 266 shares 266 $63.4K 0.01% +34 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: 18,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,412 shares; 2025Q2: 1,309 shares; 2025Q3: 1,268 shares; 2025Q4: 1,160 shares; 2026Q1: 1,152 shares; 2026Q2: 384 shares 384 $62.8K 0.01% -768 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: 100,464 shares; 2024Q4: 3,393 shares; 2025Q1: 3,867 shares; 2025Q2: 3,846 shares; 2025Q3: 3,696 shares; 2025Q4: 1,751 shares; 2026Q1: 2,248 shares; 2026Q2: 869 shares 869 $62.4K 0.01% -1,379 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,337 shares; 2024Q4: 2,038 shares; 2025Q1: 2,185 shares; 2025Q2: 2,003 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares; 2026Q1: 3,390 shares; 2026Q2: 1,448 shares 1,448 $61.8K 0.01% -1,942 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; 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: 5,000 shares; 2026Q2: 5,000 shares 5,000 $61.5K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 1,853 shares; 2025Q1: 1,891 shares; 2025Q2: 1,910 shares; 2025Q3: 263 shares; 2025Q4: 260 shares; 2026Q1: 724 shares; 2026Q2: 858 shares 858 $61.4K 0.01% +134 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $60.8K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,282 shares 10,282 $59.9K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: 691 shares; 2026Q1: 488 shares; 2026Q2: 537 shares 537 $59.2K 0.01% +49 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 683 shares; 2025Q3: 747 shares; 2025Q4: 805 shares; 2026Q1: 1,114 shares; 2026Q2: 1,244 shares 1,244 $59.2K 0.01% +130 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 291 shares; 2026Q2: 358 shares 358 $58.5K 0.01% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $57.6K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,175 shares; 2026Q2: 1,400 shares 1,400 $56.7K 0.01% +225 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 243 shares; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: 4,293 shares; 2026Q2: 7,161 shares 7,161 $56.6K 0.01% +2,868 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,736 shares; 2024Q4: 1,476 shares; 2025Q1: 1,653 shares; 2025Q2: 1,046 shares; 2025Q3: 1,847 shares; 2025Q4: 1,330 shares; 2026Q1: 1,907 shares; 2026Q2: 2,052 shares 2,052 $56.1K 0.01% +145 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: 7,224 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 866 shares; 2025Q4: 847 shares; 2026Q1: 1,058 shares; 2026Q2: 1,091 shares 1,091 $56.1K 0.01% +33 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 95 shares; 2025Q3: 114 shares; 2025Q4: 96 shares; 2026Q1: 169 shares; 2026Q2: 212 shares 212 $55.8K 0.01% +43 Timeline MUSA MURPHY USA INC More: the full row for MURPHY 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: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $54.4K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,646 shares; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 1,017 shares; 2026Q2: 1,466 shares 1,466 $54.1K 0.01% +449 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 26 shares; 2025Q4: 22 shares; 2026Q1: 379 shares; 2026Q2: 424 shares 424 $53.1K 0.01% +45 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 6,965 shares; 2026Q1: 9,225 shares; 2026Q2: 4,040 shares 4,040 $52.6K 0.01% -5,185 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 113 shares; 2026Q2: 125 shares 125 $52K 0.01% +12 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: 678 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129 shares 129 $51.2K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 9,598 shares; 2025Q1: 9,864 shares; 2025Q2: 9,732 shares; 2025Q3: 6,578 shares; 2025Q4: 5,734 shares; 2026Q1: 5,434 shares; 2026Q2: 1,613 shares 1,613 $51K 0.01% -3,821 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 272 shares; 2025Q1: 390 shares; 2025Q2: 343 shares; 2025Q3: 402 shares; 2025Q4: 375 shares; 2026Q1: 381 shares; 2026Q2: 452 shares 452 $50.2K 0.01% +71 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: 10,361 shares; 2024Q4: 66 shares; 2025Q1: 1,198 shares; 2025Q2: 1,718 shares; 2025Q3: 2,748 shares; 2025Q4: 3,267 shares; 2026Q1: not reported; 2026Q2: 3,327 shares 3,327 $50K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,488 shares; 2024Q4: 195 shares; 2025Q1: 331 shares; 2025Q2: 438 shares; 2025Q3: 780 shares; 2025Q4: 337 shares; 2026Q1: 410 shares; 2026Q2: 452 shares 452 $49.6K 0.01% +42 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,557 shares; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 2,013 shares; 2026Q1: 2,039 shares; 2026Q2: 1,888 shares 1,888 $48.4K 0.01% -151 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares; 2026Q2: 573 shares 573 $47.4K 0.01% -300 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 144 shares; 2025Q3: 125 shares; 2025Q4: 152 shares; 2026Q1: 1,530 shares; 2026Q2: 1,676 shares 1,676 $47.3K 0.01% +146 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 4,170 shares 4,170 $47.1K 0.01% -7,230 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 601 shares 601 $46.8K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 668 shares; 2025Q3: 1,081 shares; 2025Q4: 1,288 shares; 2026Q1: 1,109 shares; 2026Q2: 1,380 shares 1,380 $46.6K 0.01% +271 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,683 shares; 2024Q4: 624 shares; 2025Q1: 890 shares; 2025Q2: 936 shares; 2025Q3: 1,011 shares; 2025Q4: 1,004 shares; 2026Q1: 1,076 shares; 2026Q2: 558 shares 558 $45.8K 0.01% -518 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 132 shares; 2026Q2: 154 shares 154 $45.1K 0.01% +22 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,961 shares; 2024Q4: 53 shares; 2025Q1: 89 shares; 2025Q2: 94 shares; 2025Q3: 309 shares; 2025Q4: 313 shares; 2026Q1: 340 shares; 2026Q2: 455 shares 455 $44.9K 0.01% +115 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 112 shares; 2025Q3: 225 shares; 2025Q4: 214 shares; 2026Q1: 322 shares; 2026Q2: 306 shares 306 $44.7K 0.01% -16 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 182 shares; 2025Q3: 178 shares; 2025Q4: 593 shares; 2026Q1: 619 shares; 2026Q2: 434 shares 434 $44.6K 0.01% -185 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,468 shares; 2024Q4: 260 shares; 2025Q1: 468 shares; 2025Q2: 480 shares; 2025Q3: 617 shares; 2025Q4: 970 shares; 2026Q1: 872 shares; 2026Q2: 941 shares 941 $44.4K 0.01% +69 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: 258 shares 258 $44.1K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 147 shares; 2025Q4: 153 shares; 2026Q1: 173 shares; 2026Q2: 151 shares 151 $42.3K 0.01% -22 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,931 shares; 2025Q1: 3,266 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 589 shares; 2026Q1: not reported; 2026Q2: 413 shares 413 $42.2K 0.01% new 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: 142,166 shares; 2024Q4: 653 shares; 2025Q1: 629 shares; 2025Q2: 597 shares; 2025Q3: 569 shares; 2025Q4: 584 shares; 2026Q1: 562 shares; 2026Q2: 566 shares 566 $40.3K 0.01% +4 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: 11,161 shares; 2024Q4: 442 shares; 2025Q1: 672 shares; 2025Q2: 846 shares; 2025Q3: 1,274 shares; 2025Q4: 1,195 shares; 2026Q1: 874 shares; 2026Q2: 956 shares 956 $39.2K 0.01% +82 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $38.6K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 3,680 shares; 2025Q2: 18,763 shares; 2025Q3: 25,086 shares; 2025Q4: 28,279 shares; 2026Q1: 4,652 shares; 2026Q2: 4,403 shares 4,403 $38.5K 0.01% -249 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,863 shares; 2024Q4: 40 shares; 2025Q1: 49 shares; 2025Q2: 66 shares; 2025Q3: 63 shares; 2025Q4: 41 shares; 2026Q1: 92 shares; 2026Q2: 107 shares 107 $38.2K 0.01% +15 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: 8,381 shares; 2024Q4: 1,965 shares; 2025Q1: 2,011 shares; 2025Q2: 2,098 shares; 2025Q3: 2,073 shares; 2025Q4: 1,674 shares; 2026Q1: 1,089 shares; 2026Q2: 877 shares 877 $37.9K 0.01% -212 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares 951 $37.8K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,640 shares; 2024Q4: 237 shares; 2025Q1: 207 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 267 shares; 2026Q1: 174 shares; 2026Q2: 203 shares 203 $37.6K 0.01% +29 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,033 shares; 2024Q4: 19 shares; 2025Q1: 33 shares; 2025Q2: 67 shares; 2025Q3: 61 shares; 2025Q4: 57 shares; 2026Q1: 653 shares; 2026Q2: 466 shares 466 $37.4K 0.01% -187 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,684 shares; 2024Q4: 29 shares; 2025Q1: 56 shares; 2025Q2: 73 shares; 2025Q3: 90 shares; 2025Q4: 103 shares; 2026Q1: 113 shares; 2026Q2: 140 shares 140 $37.2K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares 251 $37.1K 0.01% new 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: 50,280 shares; 2024Q4: 47 shares; 2025Q1: 67 shares; 2025Q2: 47 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 616 shares 616 $36.8K 0.01% -6 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 777 shares 777 $35.9K 0.01% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 44 shares; 2025Q3: 59 shares; 2025Q4: 567 shares; 2026Q1: 207 shares; 2026Q2: 478 shares 478 $35.6K 0.01% +271 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares; 2026Q2: 94 shares 94 $35K 0.01% +6 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 1,066 shares; 2025Q4: 1,093 shares; 2026Q1: 1,087 shares; 2026Q2: 1,039 shares 1,039 $34.9K 0.01% -48 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,923 shares; 2024Q4: 25 shares; 2025Q1: 150 shares; 2025Q2: 229 shares; 2025Q3: 322 shares; 2025Q4: 713 shares; 2026Q1: 758 shares; 2026Q2: 398 shares 398 $34.5K 0.01% -360 Timeline XPO XPO INC More: the full row for XPO 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: 140 shares; 2026Q2: 166 shares 166 $34.1K 0.01% +26 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 187 shares; 2025Q3: 318 shares; 2025Q4: 516 shares; 2026Q1: 622 shares; 2026Q2: 573 shares 573 $32.8K 0.01% -49 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: 5,941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $31.9K 0.01% new Timeline SHLD 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: 829 shares; 2026Q2: 524 shares 524 $31.3K 0.01% -305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 160 shares 160 $30.5K 0.01% -29 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,059 shares; 2024Q4: 234 shares; 2025Q1: 408 shares; 2025Q2: 491 shares; 2025Q3: 634 shares; 2025Q4: 955 shares; 2026Q1: 740 shares; 2026Q2: 722 shares 722 $30.4K 0.01% -18 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 187 shares; 2025Q3: 237 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 233 shares 233 $29.4K 0.01% +14 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: not reported; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 304 shares; 2026Q1: 430 shares; 2026Q2: 185 shares 185 $29.3K 0.01% -245 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 621 shares; 2025Q3: 725 shares; 2025Q4: 740 shares; 2026Q1: 851 shares; 2026Q2: 262 shares 262 $29.1K 0.01% -589 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,543 shares; 2024Q4: 5 shares; 2025Q1: 176 shares; 2025Q2: 306 shares; 2025Q3: 413 shares; 2025Q4: 334 shares; 2026Q1: 367 shares; 2026Q2: 1,041 shares 1,041 $29K 0.01% +674 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 23 shares; 2026Q1: 46 shares; 2026Q2: 75 shares 75 $28.8K 0.01% +29 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: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 657 shares 657 $28.7K 0.01% +537 Timeline FDLO 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: 10,732 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 418 shares 418 $28.6K 0.01% +376 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 318 shares; 2025Q3: 430 shares; 2025Q4: 523 shares; 2026Q1: 483 shares; 2026Q2: 453 shares 453 $28.5K 0.01% -30 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: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $27.9K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares 239 $27.7K 0.01% new 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: 20,083 shares; 2024Q4: not reported; 2025Q1: 586 shares; 2025Q2: 599 shares; 2025Q3: 2,377 shares; 2025Q4: 2,880 shares; 2026Q1: 940 shares; 2026Q2: 1,510 shares 1,510 $27.1K 0.01% +570 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: 37 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 82 shares; 2026Q1: 39 shares; 2026Q2: 348 shares 348 $26.9K 0.01% +309 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 6 shares; 2025Q4: 7 shares; 2026Q1: 157 shares; 2026Q2: 155 shares 155 $26.7K 0.01% -2 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 3,690 shares; 2026Q1: 3,666 shares; 2026Q2: 3,167 shares 3,167 $26.5K 0.01% -499 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 670 shares 670 $26.1K 0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: 171 shares 171 $25.8K 0.01% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,699 shares; 2025Q2: 2,527 shares; 2025Q3: 2,582 shares; 2025Q4: 4,331 shares; 2026Q1: 4,256 shares; 2026Q2: 1,500 shares 1,500 $25.4K 0.01% -2,756 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 178 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 141 shares 141 $25.2K 0.01% -41 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 3 shares; 2025Q4: 43 shares; 2026Q1: 91 shares; 2026Q2: 366 shares 366 $24.9K 0.01% +275 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 56 shares; 2026Q1: 86 shares; 2026Q2: 92 shares 92 $24.9K 0.01% +6 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: 23,675 shares; 2024Q4: 232 shares; 2025Q1: 217 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 444 shares; 2026Q1: 432 shares; 2026Q2: 459 shares 459 $24.4K <0.01% +27 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: 46,916 shares; 2024Q4: 2,057 shares; 2025Q1: 2,244 shares; 2025Q2: 2,314 shares; 2025Q3: 2,370 shares; 2025Q4: 675 shares; 2026Q1: 696 shares; 2026Q2: 476 shares 476 $23.3K <0.01% -220 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: 11,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 196 shares; 2026Q2: 148 shares 148 $23.2K <0.01% -48 Timeline BIZD 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: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $22.8K <0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 350 shares; 2026Q2: 471 shares 471 $22.5K <0.01% +121 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,800 shares; 2024Q4: 101 shares; 2025Q1: 625 shares; 2025Q2: 905 shares; 2025Q3: 2,010 shares; 2025Q4: 2,912 shares; 2026Q1: 1,976 shares; 2026Q2: 2,656 shares 2,656 $22.4K <0.01% +680 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 222 shares; 2025Q1: 445 shares; 2025Q2: 576 shares; 2025Q3: 363 shares; 2025Q4: 1,121 shares; 2026Q1: 1,083 shares; 2026Q2: 568 shares 568 $22.1K <0.01% -515 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 25 shares; 2026Q1: 27 shares; 2026Q2: 29 shares 29 $22K <0.01% +2 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: not reported; 2026Q2: 321 shares 321 $21.3K <0.01% 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: 1,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 60 shares 60 $21.3K <0.01% +37 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 52 shares; 2026Q1: 69 shares; 2026Q2: 109 shares 109 $21.2K <0.01% +40 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: 91,136 shares; 2024Q4: 539 shares; 2025Q1: 479 shares; 2025Q2: 366 shares; 2025Q3: 298 shares; 2025Q4: 328 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $19.7K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 962 shares; 2025Q3: 715 shares; 2025Q4: 692 shares; 2026Q1: 916 shares; 2026Q2: 926 shares 926 $19.6K <0.01% +10 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 205 shares; 2025Q3: 271 shares; 2025Q4: 353 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $18.7K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 72 shares; 2026Q1: 163 shares; 2026Q2: 1,918 shares 1,918 $18K <0.01% +1,755 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 171 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 130 shares 130 $17.8K <0.01% -44 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: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 23 shares; 2025Q3: 987 shares; 2025Q4: 1,049 shares; 2026Q1: 763 shares; 2026Q2: 87 shares 87 $17.4K <0.01% -676 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,128 shares; 2024Q4: 16 shares; 2025Q1: 22 shares; 2025Q2: 38 shares; 2025Q3: 35 shares; 2025Q4: 24 shares; 2026Q1: 11 shares; 2026Q2: 10 shares 10 $17K <0.01% -1 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: 7,998 shares; 2024Q4: 43 shares; 2025Q1: 83 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 18,116 shares; 2026Q1: 17,742 shares; 2026Q2: 202 shares 202 $16.7K <0.01% -17,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: not reported; 2026Q2: 606 shares 606 $16.6K <0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: not reported; 2026Q2: 320 shares 320 $16.4K <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: 30,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $16.2K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $16K <0.01% new 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: 3,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 160 shares 160 $15.4K <0.01% -4 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,606 shares; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 171 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 271 shares; 2026Q2: 135 shares 135 $14.9K <0.01% -136 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: 20,439 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: not reported; 2026Q2: 61 shares 61 $14.8K <0.01% new Timeline JQUA 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: 8,650 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 206 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $14.5K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,050 shares; 2025Q2: 173 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 173 shares; 2026Q2: 1,318 shares 1,318 $14.4K <0.01% +1,145 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $13.8K <0.01% 0 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: 120,134 shares; 2024Q4: 100 shares; 2025Q1: 114 shares; 2025Q2: 10 shares; 2025Q3: 40 shares; 2025Q4: 30 shares; 2026Q1: 121 shares; 2026Q2: 173 shares 173 $13.5K <0.01% +52 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: 3,838 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 443 shares 443 $13K <0.01% -152 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 1,750 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $12.9K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,130 shares; 2024Q4: 810 shares; 2025Q1: 898 shares; 2025Q2: 889 shares; 2025Q3: 776 shares; 2025Q4: 798 shares; 2026Q1: 982 shares; 2026Q2: 750 shares 750 $12.3K <0.01% -232 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,108 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $11.8K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 347 shares; 2025Q4: 357 shares; 2026Q1: 392 shares; 2026Q2: 356 shares 356 $10.8K <0.01% -36 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: 22,463 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 255 shares; 2026Q1: 22 shares; 2026Q2: 30 shares 30 $10.3K <0.01% +8 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: 39,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $10.2K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 107 shares; 2025Q4: 115 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $10.1K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 220 shares 220 $10K <0.01% -212 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 77 shares; 2025Q1: 112 shares; 2025Q2: 100 shares; 2025Q3: 88 shares; 2025Q4: 94 shares; 2026Q1: 62 shares; 2026Q2: 76 shares 76 $9.99K <0.01% +14 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 260 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $9.95K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,583 shares; 2024Q4: 187 shares; 2025Q1: 218 shares; 2025Q2: 291 shares; 2025Q3: 115 shares; 2025Q4: 441 shares; 2026Q1: 197 shares; 2026Q2: 243 shares 243 $9.7K <0.01% +46 Timeline CR CRANE COMPANY More: the full row for CRANE 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: 41 shares 41 $9.14K <0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 125 shares; 2025Q3: 200 shares; 2025Q4: 216 shares; 2026Q1: 298 shares; 2026Q2: 312 shares 312 $8.99K <0.01% +14 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,224 shares; 2024Q4: 2 shares; 2025Q1: 36 shares; 2025Q2: 44 shares; 2025Q3: 54 shares; 2025Q4: 60 shares; 2026Q1: 64 shares; 2026Q2: 70 shares 70 $8.95K <0.01% +6 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: 52,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 181 shares; 2026Q2: 123 shares 123 $8.31K <0.01% -58 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,769 shares; 2024Q4: 175 shares; 2025Q1: 190 shares; 2025Q2: 146 shares; 2025Q3: 171 shares; 2025Q4: 156 shares; 2026Q1: 161 shares; 2026Q2: 189 shares 189 $8K <0.01% +28 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,869 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 50 shares 50 $7.61K <0.01% -20 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; 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 shares; 2026Q2: 104 shares 104 $7.52K <0.01% +1 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 99 shares; 2026Q2: 535 shares 535 $7.15K <0.01% +436 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 25 shares 25 $7.12K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71 shares 71 $6.78K <0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 135 shares; 2025Q3: 82 shares; 2025Q4: 54 shares; 2026Q1: 57 shares; 2026Q2: 81 shares 81 $6.76K <0.01% +24 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: 128 shares 128 $6.71K <0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 451 shares; 2026Q2: 452 shares 452 $6.62K <0.01% +1 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: 24,415 shares; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 129 shares 129 $6.51K <0.01% +1 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: 21,154 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 652 shares; 2025Q4: 736 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $6.19K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,111 shares; 2024Q4: 219 shares; 2025Q1: 190 shares; 2025Q2: 67 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 52 shares; 2026Q2: 39 shares 39 $6.16K <0.01% -13 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL 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: 114 shares; 2026Q1: 111 shares; 2026Q2: 59 shares 59 $5.95K <0.01% -52 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 217 shares; 2026Q2: 156 shares 156 $5.83K <0.01% -61 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: 216 shares 216 $5.58K <0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 26 shares; 2025Q3: 32 shares; 2025Q4: 26 shares; 2026Q1: 31 shares; 2026Q2: 37 shares 37 $5.58K <0.01% +6 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,333 shares; 2024Q4: 740 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $5.49K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 59 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $4.94K <0.01% new 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: 377,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 81 shares 81 $4.67K <0.01% -104 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,042 shares; 2024Q4: 54 shares; 2025Q1: 70 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 105 shares 105 $4.59K <0.01% +19 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 4 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $4.46K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,335 shares; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $3.73K <0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 64 shares; 2026Q1: not reported; 2026Q2: 37 shares 37 $3.7K <0.01% new Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 82 shares; 2025Q2: 48 shares; 2025Q3: 34 shares; 2025Q4: 40 shares; 2026Q1: 43 shares; 2026Q2: 80 shares 80 $3.5K <0.01% +37 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.16K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,222 shares; 2024Q4: 40 shares; 2025Q1: 105 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 49 shares; 2026Q1: 98 shares; 2026Q2: 82 shares 82 $2.97K <0.01% -16 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.75K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 34 shares; 2025Q3: 20 shares; 2025Q4: 41 shares; 2026Q1: 430 shares; 2026Q2: 27 shares 27 $2.56K <0.01% -403 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 183 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $2.33K <0.01% 0 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 23 shares; 2026Q1: 22 shares; 2026Q2: 38 shares 38 $1.98K <0.01% +16 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 28 shares 28 $1.82K <0.01% +7 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,191 shares; 2024Q4: 1,636 shares; 2025Q1: 1,765 shares; 2025Q2: 1,725 shares; 2025Q3: 1,468 shares; 2025Q4: 1,486 shares; 2026Q1: 25 shares; 2026Q2: 30 shares 30 $1.82K <0.01% +5 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,425 shares; 2024Q4: 25 shares; 2025Q1: 120 shares; 2025Q2: 70 shares; 2025Q3: 15 shares; 2025Q4: 187 shares; 2026Q1: 70 shares; 2026Q2: 176 shares 176 $1.78K <0.01% +106 Timeline LYFT LYFT INC More: the full row for LYFT 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: 121 shares 121 $1.77K <0.01% new Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,635 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $1.74K <0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO 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: 587 shares 587 $1.72K <0.01% new Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 22 shares 22 $1.65K <0.01% new Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 45 shares; 2025Q3: 67 shares; 2025Q4: 3 shares; 2026Q1: 25 shares; 2026Q2: 72 shares 72 $1.53K <0.01% +47 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,205 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 138 shares; 2026Q1: 84 shares; 2026Q2: 21 shares 21 $1.41K <0.01% -63 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 144 shares 144 $1.4K <0.01% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 40 shares; 2026Q1: 40 shares; 2026Q2: 44 shares 44 $1.39K <0.01% +4 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,038 shares; 2024Q4: 38 shares; 2025Q1: 77 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $1.27K <0.01% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $996 <0.01% new Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 34 shares 34 $981 <0.01% -23 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $912 <0.01% new Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY 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: 101 shares 101 $911 <0.01% new Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES 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 shares 17 $848 <0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,256 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $779 <0.01% new Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP 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: 77 shares 77 $754 <0.01% new 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: 3,958 shares; 2024Q4: 40 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 50 shares; 2026Q1: 5 shares; 2026Q2: 9 shares 9 $720 <0.01% +4 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: 2,550 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $703 <0.01% 0 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $638 <0.01% new Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $633 <0.01% new Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 24 shares 24 $628 <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $571 <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 322 shares; 2026Q2: 125 shares 125 $555 <0.01% -197 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 261 shares; 2026Q2: 12 shares 12 $434 <0.01% -249 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: 5,643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 194 shares; 2026Q2: 13 shares 13 $360 <0.01% -181 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $227 <0.01% new Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 13 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 6 shares; 2026Q2: 3 shares 3 $225 <0.01% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 0 shares 0 $53 <0.01% new Amount filed as zero, left out of ratios. Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 100 shares; 2026Q2: 0 shares 0 $19 <0.01% -100 Amount filed as zero, left out of ratios. Timeline