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Centricity Wealth Management, LLC

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13F filer, CIK 2054645, Westerville, OH

Centricity Wealth Management, LLC reported $125,130,752 across 430 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18. Its ten largest share positions make up 46.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905729-25-000125

Period
2025-06-30
Reported value
$125M
Holdings
430
Top 10 weight
46.52%
New
9
Sold out
28

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BINCnew+36,199$1.91M
EFAadded+17,197$1.54M
JPSTadded+28,472$1.44M
RSPadded+3,142$571K
DGROadded+8,639$552K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-250-$142K
NVDAreduced-755-$119K
SCHDreduced-4,230-$112K
ORCLreduced-480-$105K
XLKreduced-392-$99.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000905729-25-000125, largest first. % of portfolio is the value over $125,130,752, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 27,669 shares; 2025Q1: 28,164 shares; 2025Q2: 27,914 shares 27,914$15.9M12.67%-250Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 51,264 shares; 2025Q1: 58,126 shares; 2025Q2: 75,323 shares 75,323$6.73M5.38%+17,197Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 92,093 shares; 2025Q1: 100,369 shares; 2025Q2: 128,841 shares 128,841$6.53M5.22%+28,472Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 181,582 shares; 2025Q1: 187,115 shares; 2025Q2: 195,830 shares 195,830$4.98M3.98%+8,715Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 164,744 shares; 2025Q1: 181,654 shares; 2025Q2: 203,151 shares 203,151$4.93M3.94%+21,497Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,294 shares; 2025Q1: 7,498 shares; 2025Q2: 7,651 shares 7,651$4.75M3.8%+153Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,551 shares; 2025Q1: 9,906 shares; 2025Q2: 10,183 shares 10,183$4.04M3.23%+277Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,252 shares; 2025Q1: 19,167 shares; 2025Q2: 18,903 shares 18,903$3.57M2.85%-264Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 37,172 shares; 2025Q1: 44,890 shares; 2025Q2: 53,529 shares 53,529$3.42M2.74%+8,639Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,476 shares; 2025Q1: 10,819 shares; 2025Q2: 11,179 shares 11,179$3.41M2.72%+360Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 119,125 shares; 2025Q1: 128,319 shares; 2025Q2: 131,761 shares 131,761$3.2M2.55%+3,442Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,356 shares; 2025Q1: 10,457 shares; 2025Q2: 10,479 shares 10,479$3.18M2.55%+22Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,881 shares; 2025Q1: 4,879 shares; 2025Q2: 4,878 shares 4,878$3.01M2.41%-1Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,523 shares; 2025Q1: 12,650 shares; 2025Q2: 13,569 shares 13,569$2.78M2.22%+919Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,061 shares; 2025Q1: 25,398 shares; 2025Q2: 25,892 shares 25,892$2.45M1.96%+494Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 73,547 shares; 2025Q1: 78,140 shares; 2025Q2: 84,837 shares 84,837$1.98M1.58%+6,697Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,927 shares 3,927$1.95M1.56%-31Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,199 shares 36,199$1.91M1.53%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,488 shares; 2025Q1: 6,978 shares; 2025Q2: 10,120 shares 10,120$1.84M1.47%+3,142Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,355 shares; 2025Q1: 6,407 shares; 2025Q2: 6,326 shares 6,326$1.39M1.11%-81Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,519 shares; 2025Q1: 4,141 shares; 2025Q2: 4,141 shares 4,141$1.16M0.93%0Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 44,710 shares; 2025Q1: 45,830 shares; 2025Q2: 51,865 shares 51,865$1.14M0.91%+6,035Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,582 shares; 2025Q1: 15,887 shares; 2025Q2: 15,887 shares 15,887$1.05M0.84%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,422 shares; 2025Q1: 5,237 shares; 2025Q2: 5,096 shares 5,096$1.05M0.84%-141Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,770 shares; 2025Q1: 17,770 shares; 2025Q2: 17,770 shares 17,770$938K0.75%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,268 shares; 2025Q1: 1,441 shares; 2025Q2: 1,408 shares 1,408$934K0.75%-33Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,801 shares; 2025Q1: 6,425 shares; 2025Q2: 5,670 shares 5,670$896K0.72%-755Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares 2,422$860K0.69%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,998 shares; 2025Q1: 3,099 shares; 2025Q2: 2,962 shares 2,962$859K0.69%-137Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,446 shares; 2025Q1: 11,970 shares; 2025Q2: 12,202 shares 12,202$843K0.67%+232Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares 6,202$838K0.67%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,721 shares; 2025Q1: 6,907 shares; 2025Q2: 10,348 shares 10,348$800K0.64%+3,441Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,721 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares 2,722$765K0.61%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,183 shares; 2025Q1: 7,433 shares; 2025Q2: 6,913 shares 6,913$756K0.6%-520Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,632 shares; 2025Q1: 11,778 shares; 2025Q2: 11,797 shares 11,797$732K0.58%+19Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 39,747 shares; 2025Q1: 29,805 shares; 2025Q2: 25,575 shares 25,575$678K0.54%-4,230Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 826 shares; 2025Q1: 823 shares; 2025Q2: 820 shares 820$639K0.51%-3Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,147 shares; 2025Q1: 10,075 shares; 2025Q2: 8,970 shares 8,970$635K0.51%-1,105Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 4,677 shares 4,677$621K0.5%+1,580Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 2,717 shares 2,717$594K0.47%-480Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,290 shares; 2025Q1: 26,290 shares; 2025Q2: 27,260 shares 27,260$574K0.46%+970Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares 2,172$556K0.44%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,975 shares; 2025Q1: 1,950 shares; 2025Q2: 1,915 shares 1,915$528K0.42%-35Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,691 shares; 2025Q1: 6,161 shares; 2025Q2: 6,161 shares 6,161$525K0.42%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,453 shares; 2025Q1: 2,405 shares; 2025Q2: 2,013 shares 2,013$510K0.41%-392Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 458 shares; 2025Q1: 489 shares; 2025Q2: 510 shares 510$505K0.4%+21Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 856 shares; 2025Q1: 729 shares; 2025Q2: 656 shares 656$481K0.38%-73Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 1,282 shares 1,282$470K0.38%+1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,083 shares; 2025Q1: 4,085 shares; 2025Q2: 4,086 shares 4,086$446K0.36%+1Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,899 shares; 2025Q1: 5,595 shares; 2025Q2: 6,560 shares 6,560$441K0.35%+965Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,293 shares 2,293$404K0.32%-165Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,449 shares; 2025Q1: 4,157 shares; 2025Q2: 4,015 shares 4,015$393K0.31%-142Timeline
PRKPARK NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,270 shares; 2025Q1: 2,282 shares; 2025Q2: 2,295 shares 2,295$384K0.31%+13Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,754 shares; 2025Q1: 2,910 shares; 2025Q2: 3,442 shares 3,442$379K0.3%+532Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,618 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares 4,321$377K0.3%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares 2,354$375K0.3%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,414 shares; 2025Q2: 1,445 shares 1,445$359K0.29%+31Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,463 shares 1,463$341K0.27%-47Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,078 shares 1,078$332K0.27%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,180 shares; 2025Q1: 2,182 shares; 2025Q2: 2,074 shares 2,074$317K0.25%-108Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,258 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares 3,013$316K0.25%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,045 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares 1,278$303K0.24%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,526 shares; 2025Q1: 3,526 shares; 2025Q2: 3,821 shares 3,821$289K0.23%+295Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares 673$275K0.22%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares 554$269K0.22%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares 470$259K0.21%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares 1,001$258K0.21%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,808 shares; 2025Q1: 1,988 shares; 2025Q2: 1,621 shares 1,621$244K0.19%-367Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares 986$223K0.18%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 2,091 shares; 2025Q2: 2,106 shares 2,106$219K0.17%+15Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares 3,130$217K0.17%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: 3,996 shares; 2025Q2: 4,321 shares 4,321$208K0.17%+325Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares 1,320$202K0.16%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 581 shares; 2025Q1: 627 shares; 2025Q2: 627 shares 627$200K0.16%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares 883$196K0.16%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 975 shares; 2025Q1: 2,089 shares; 2025Q2: 2,551 shares 2,551$191K0.15%+462Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares 374$190K0.15%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 484 shares 484$188K0.15%+1Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares 138$185K0.15%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares 958$178K0.14%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,225 shares; 2025Q2: 1,229 shares 1,229$176K0.14%+4Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,825 shares; 2025Q1: 3,055 shares; 2025Q2: 3,055 shares 3,055$173K0.14%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,377 shares; 2025Q1: 1,357 shares; 2025Q2: 1,268 shares 1,268$167K0.13%-89Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 978 shares; 2025Q1: 840 shares; 2025Q2: 840 shares 840$166K0.13%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 560 shares; 2025Q2: 561 shares 561$164K0.13%+1Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 203 shares; 2025Q2: 203 shares 203$163K0.13%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares 708$162K0.13%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares 348$161K0.13%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares 1,600$158K0.13%0Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 1,830 shares 1,830$154K0.12%+1,150Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 929 shares; 2025Q2: 929 shares 929$153K0.12%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares 475$148K0.12%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares 1,014$147K0.12%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 419 shares; 2025Q1: 454 shares; 2025Q2: 454 shares 454$144K0.12%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 1,097 shares; 2025Q2: 1,100 shares 1,100$142K0.11%+3Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares 1,510$141K0.11%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares 1,053$140K0.11%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,014 shares 2,014$139K0.11%-54Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 583 shares; 2025Q1: 777 shares; 2025Q2: 777 shares 777$137K0.11%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 276 shares; 2025Q1: 257 shares; 2025Q2: 257 shares 257$136K0.11%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 759 shares; 2025Q1: 475 shares; 2025Q2: 475 shares 475$135K0.11%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares 977$133K0.11%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 769 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares 1,229$132K0.11%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares 1,163$132K0.11%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 720 shares 720$128K0.1%-341Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,521 shares; 2025Q1: 6,521 shares; 2025Q2: 6,521 shares 6,521$127K0.1%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares 936$126K0.1%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares 305$124K0.1%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares 553$119K0.1%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares 1,422$119K0.09%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 678 shares 678$117K0.09%-70Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares 2,739$117K0.09%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,158 shares 1,158$117K0.09%-22Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares 155$114K0.09%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares 109$114K0.09%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares 1,603$112K0.09%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares 346$112K0.09%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares 364$107K0.09%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares 240$102K0.08%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares 517$101K0.08%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 584 shares; 2025Q1: 382 shares; 2025Q2: 282 shares 282$101K0.08%-100Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 2,048 shares; 2025Q2: 2,056 shares 2,056$95.2K0.08%+8Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares 1,672$93.9K0.08%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 441 shares 441$85K0.07%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,716 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares 1,665$82.4K0.07%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares 372$81.3K0.06%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares 116$81K0.06%0Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares 2,119$80.1K0.06%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares 77$79.2K0.06%0Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares 287$78.3K0.06%0Timeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares 2,700$76.5K0.06%0Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450$76.2K0.06%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 223 shares; 2025Q1: 269 shares; 2025Q2: 269 shares 269$75.3K0.06%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares 348$74K0.06%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,021 shares; 2025Q1: 3,035 shares; 2025Q2: 3,051 shares 3,051$74K0.06%+16Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares 106$73.2K0.06%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares 622$72.9K0.06%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares 1,121$69.9K0.06%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares 1,215$69.3K0.06%0Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 464 shares; 2025Q2: 464 shares 464$68.4K0.05%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares 489$66.5K0.05%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450$65.7K0.05%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 371 shares 371$65.6K0.05%-279Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares 149$65.2K0.05%0Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares 2,800$64.2K0.05%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 784 shares; 2025Q1: 809 shares; 2025Q2: 809 shares 809$64K0.05%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141$62.8K0.05%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 770 shares; 2025Q1: 566 shares; 2025Q2: 566 shares 566$62.3K0.05%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares 86$60.9K0.05%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares 1,180$60.3K0.05%newTimeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares 741$58.9K0.05%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares 733$58.7K0.05%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares 522$58.5K0.05%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 339 shares 339$58.4K0.05%-45Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 277 shares 277$57.5K0.05%-10Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares 827$57.4K0.05%0Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares 670$57.2K0.05%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 615 shares 615$55.4K0.04%+574Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares 974$55.4K0.04%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,760 shares; 2025Q1: 1,676 shares; 2025Q2: 1,676 shares 1,676$54.7K0.04%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 140 shares; 2025Q2: 140 shares 140$54.5K0.04%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares 179$53.5K0.04%0Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares 449$53.5K0.04%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares 290$53.1K0.04%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 1,833 shares 1,833$53K0.04%-200Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares 415$52.5K0.04%0Timeline
TXSTEXAS CAPITAL FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$52.1K0.04%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares 364$51.7K0.04%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares 223$51.3K0.04%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares 380$50.7K0.04%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares 91$49.5K0.04%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares 94$49.4K0.04%0Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares 585$49.3K0.04%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250$48.6K0.04%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 230 shares 230$48.5K0.04%+115Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares 166$48.4K0.04%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300$47.3K0.04%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares 514$46.8K0.04%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 445 shares; 2025Q2: 449 shares 449$45K0.04%+4Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares 560$45K0.04%0Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 909 shares; 2025Q2: 909 shares 909$44.7K0.04%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares 594$44.3K0.04%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 646 shares; 2025Q2: 650 shares 650$43.8K0.04%+4Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares 109$41.2K0.03%0Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares 1,625$41.1K0.03%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares 120$40.7K0.03%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 711 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550$40.3K0.03%0Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares 610$40K0.03%0Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 710 shares; 2025Q1: 583 shares; 2025Q2: 405 shares 405$40K0.03%-178Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000$39.6K0.03%0Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 484 shares 484$39.4K0.03%0Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares 1,217$39.3K0.03%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 403 shares; 2025Q1: 316 shares; 2025Q2: 316 shares 316$39.3K0.03%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares 332$39.2K0.03%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares 108$38.5K0.03%0Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,115 shares; 2025Q1: 7,230 shares; 2025Q2: 2,330 shares 2,330$37.9K0.03%-4,900Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares 640$37.9K0.03%0Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000$37.9K0.03%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 535 shares; 2025Q2: 510 shares 510$37.8K0.03%-25Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares 525$37.7K0.03%0Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 310 shares 310$37.6K0.03%-190Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares 659$37.2K0.03%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares 195$36.7K0.03%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400$36.7K0.03%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares 210$36.6K0.03%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 320 shares 320$36.4K0.03%-80Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 753 shares; 2025Q2: 764 shares 764$35.4K0.03%+11Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares 639$35.4K0.03%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares 120$34.6K0.03%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares 176$34.4K0.03%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84$33.2K0.03%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares 230$32.7K0.03%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,506 shares; 2025Q2: 906 shares 906$32.3K0.03%-1,600Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 976 shares 976$32K0.03%-775Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares 1,217$31.9K0.03%newTimeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares 101$31.5K0.03%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares 562$31.3K0.03%newTimeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$30.4K0.02%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares 285$30K0.02%0Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450$28.2K0.02%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 906 shares; 2025Q1: 956 shares; 2025Q2: 956 shares 956$28.1K0.02%0Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares 88$27.6K0.02%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares 164$27.6K0.02%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300$27.3K0.02%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 275 shares; 2025Q2: 275 shares 275$27.2K0.02%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178$27.1K0.02%0Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares 395$26.8K0.02%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares 247$26.5K0.02%0Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares 102$26.3K0.02%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500$26.3K0.02%0Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300$26.1K0.02%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33$26K0.02%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares 172$25.7K0.02%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 654 shares; 2025Q2: 658 shares 658$25.3K0.02%+4Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000$25.2K0.02%0
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares 525$24.9K0.02%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72$24.7K0.02%0Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares 308$24.5K0.02%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares 408$24.5K0.02%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 315 shares; 2025Q2: 321 shares 321$24K0.02%+6Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 150 shares 150$23.9K0.02%-36Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares 171$23.8K0.02%newTimeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300$23.2K0.02%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares 106$23.2K0.02%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares 65$22.8K0.02%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 159 shares; 2025Q1: 137 shares; 2025Q2: 137 shares 137$22.3K0.02%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41$21.6K0.02%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 158 shares 158$21.5K0.02%0Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares 637$21.2K0.02%0Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43$21.1K0.02%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,142 shares; 2025Q1: 3,656 shares; 2025Q2: 1,601 shares 1,601$21K0.02%-2,055Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares 624$20.6K0.02%0Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares 847$20.6K0.02%newTimeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares 66$20.5K0.02%0Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250$20.5K0.02%0Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares 140$20.5K0.02%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares 240$20.4K0.02%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 83 shares; 2025Q2: 83 shares 83$20.3K0.02%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares 201$20.3K0.02%0Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares 329$20.1K0.02%0
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares 185$19.6K0.02%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 431 shares; 2025Q1: 456 shares; 2025Q2: 456 shares 456$19.6K0.02%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 318 shares 318$19.5K0.02%+268Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares 264$19.2K0.02%0Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares 145$19.1K0.02%0Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26$19K0.02%0Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares 711$19K0.02%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43$18.9K0.02%0Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares 321$18.7K0.01%0Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares 292$18.6K0.01%0Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares 98$18.5K0.01%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares 24$18.1K0.01%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares 231$17.9K0.01%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80$17.5K0.01%0Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$17.2K0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares 196$17.2K0.01%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30$16.9K0.01%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares 244$16.8K0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares 180$16.5K0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares 218$16.5K0.01%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: 57 shares; 2025Q2: 57 shares 57$16.5K0.01%0Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares 360$16.3K0.01%0Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares 176$16K0.01%0Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares 65$15.5K0.01%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares 69$15.4K0.01%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares 262$15.4K0.01%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares 64$15.2K0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$15.2K0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares 92$15.1K0.01%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares 37$15.1K0.01%0
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares 56$15K0.01%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141$14.9K0.01%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53$14.5K0.01%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53$14.5K0.01%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares 48$14.1K0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205$14.1K0.01%0Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$14K0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 168 shares; 2025Q2: 168 shares 168$14K0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45$13.9K0.01%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares 61$13.9K0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 154 shares 154$13.8K0.01%-121Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$13.7K0.01%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23$12.3K0.01%0Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$12.1K0.01%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares 86$12.1K0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares 126$12.1K0.01%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 98 shares; 2025Q2: 98 shares 98$11.9K0.01%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares 226$11.8K0.01%0Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$11.5K0.01%0Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 985 shares; 2025Q1: 1,087 shares; 2025Q2: 1,088 shares 1,088$11.4K0.01%+1Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$11.4K0.01%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares 65$11.3K0.01%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares 74$11.2K0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares 258$11.2K0.01%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares 130$11.1K0.01%0Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50$11.1K0.01%0Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500$11K0.01%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34$10.9K0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares 163$10.9K0.01%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares 147$10.8K0.01%0Timeline
OMOUTSET MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 563 shares 563$10.8K0.01%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares 245$10.4K0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$10.4K0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47$10.2K0.01%0Timeline
CNYAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares 355$10.2K0.01%0Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares 136$9.99K0.01%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares 54$9.77K0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8$9.4K0.01%0Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150$9.4K0.01%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80$9.23K0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares 115$9.13K0.01%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40$9.08K0.01%0Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares 292$8.71K0.01%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 115 shares; 2025Q2: 115 shares 115$8.55K0.01%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares 206$8.46K0.01%0Timeline
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares 130$8.43K0.01%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$8.42K0.01%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$8.4K0.01%0Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares 144$8.39K0.01%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares 168$8.26K0.01%0Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80$8.05K0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares 62$8.03K0.01%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 339 shares 339$7.79K0.01%-54Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares 88$7.68K0.01%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares 27$7.62K0.01%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares 85$7.57K0.01%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares 183$7.37K0.01%0Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares 96$7.36K0.01%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47$7.33K0.01%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares 29$7.15K0.01%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares 67$7K0.01%0Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares 22$6.91K0.01%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares 168$6.91K0.01%0Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$6.83K0.01%0Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares 235$6.61K0.01%0Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares 67$6.59K0.01%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11$6.52K0.01%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34$6.34K0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares 128$6.28K0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26$6.12K<0.01%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares 73$6.05K<0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12$6.02K<0.01%0Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 162 shares; 2025Q2: 164 shares 164$5.94K<0.01%+2Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares 149$5.71K<0.01%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10$5.67K<0.01%0Timeline
JHSHANCOCK JOHN INCOME SECS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500$5.64K<0.01%0Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares 69$5.6K<0.01%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares 38$5.53K<0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 455 shares; 2025Q2: 205 shares 205$5.43K<0.01%-250Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares 88$5.38K<0.01%0Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares 66$5.37K<0.01%0Timeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250$5.37K<0.01%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares 60$5.23K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9$5.19K<0.01%0Timeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 210 shares 210$5.15K<0.01%0Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$4.9K<0.01%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90$4.9K<0.01%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50$4.87K<0.01%0Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares 1,128$4.86K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80$4.69K<0.01%0Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 80 shares; 2025Q2: 110 shares 110$4.67K<0.01%+30Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 450 shares 450$4.67K<0.01%+5Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares 81$4.67K<0.01%0Timeline
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares 76$4.3K<0.01%0
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares 51$4.24K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares 25$4.08K<0.01%newTimeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141$3.89K<0.01%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 54 shares; 2025Q2: 73 shares 73$3.89K<0.01%+19Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30$3.85K<0.01%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 30 shares 30$3.72K<0.01%-620Timeline
YOLOADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 1,859 shares 1,859$3.52K<0.01%-209Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 27 shares; 2025Q2: 27 shares 27$3.44K<0.01%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 32 shares; 2025Q2: 36 shares 36$3.43K<0.01%+4Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34$3.43K<0.01%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares 125$3.25K<0.01%0Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33$3.23K<0.01%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33$3.13K<0.01%0Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 54 shares; 2025Q2: 72 shares 72$3.11K<0.01%+18Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8$3.1K<0.01%0Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$3.04K<0.01%0Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares 291$3K<0.01%0Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34$2.7K<0.01%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares 52$2.67K<0.01%0Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares 21$2.64K<0.01%0Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50$2.62K<0.01%0Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30$2.57K<0.01%0Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20$2.49K<0.01%0Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$2.36K<0.01%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10$2.05K<0.01%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20$2.04K<0.01%0Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10$2.02K<0.01%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares 31$1.94K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100$1.75K<0.01%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 24 shares; 2025Q2: 33 shares 33$1.74K<0.01%+9Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17$1.56K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 124 shares 124$1.42K<0.01%-676Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10$1.2K<0.01%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17$1.2K<0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 252 shares; 2025Q2: 52 shares 52$1.17K<0.01%-200Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares 92$1.05K<0.01%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8$907<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9$683<0.01%0Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 260 shares 260$627<0.01%-221Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25$518<0.01%0Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150$402<0.01%0Timeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares 150$312<0.01%0Timeline
CRONCRONOS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares 141$269<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30$268<0.01%0Timeline
LITMSNOW LAKE RES LTD COM NO PAR (Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares 38$138<0.01%newTimeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: 50 shares; 2025Q2: 0 shares 0$00%-50Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GRCGORMAN RUPP CO997$35Kshares
AMGNAMGEN INC86$26.8Kshares
IPINTERNATIONAL PAPER CO492$26.3Kshares
LENLENNAR CORP165$18.9Kshares
WIXWIX COM LTD100$16.3Kshares
PVALPUTNAM ETF TRUST315$12Kshares
SNAPSNAP INC990$8.62Kshares
SKYYFIRST TR EXCHANGE-TRADED FD81$8.28Kshares
SPHBINVESCO EXCH TRADED FD TR II104$8.14Kshares
ROKUROKU INC100$7.04Kshares
HBANHUNTINGTON BANCSHARES INC313$4.7Kshares
BAXBAXTER INTL INC100$3.42Kshares
SLVMSYLVAMO CORP38$2.55Kshares
MRPMILLROSE PPTYS INC82$2.17Kshares
SRADSPORTRADAR GROUP AG100$2.16Kshares
FFORD MTR CO215$2.15Kshares
NOKNOKIA CORP300$1.58Kshares
BATRKATLANTA BRAVES HLDGS INC28$1.12Kshares
LBTYALIBERTY GLOBAL LTD91$1.05Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL50$598shares
BATRAATLANTA BRAVES HLDGS INC13$570shares
WABWABTEC3$544shares
LILAKLIBERTY LATIN AMERICA LTD50$311shares
SNOW LAKE RES LTDSNOW LAKE RES LTD500$257shares
LILALIBERTY LATIN AMERICA LTD15$95shares
GERNGERON CORP49$78shares
BCLIBRAINSTORM CELL THERAPEUTICS I20$25shares
QURATE RETAIL INCQURATE RETAIL INC4$1shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905729-25-000125 base2025-07-18acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000905729-25-000125 Quarter ended 2025-06-302025-07-18acceptance time not in the bulk data set
13F-HR 0000905729-25-000073 Quarter ended 2025-03-312025-04-14acceptance time not in the bulk data set
13F-HR 0000905729-25-000024 Quarter ended 2024-12-312025-02-03acceptance time not in the bulk data set