SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,520 shares; 2024Q4: 679,885 shares; 2025Q1: 686,938 shares; 2025Q2: 667,254 shares; 2025Q3: 664,601 shares; 2025Q4: 642,325 shares; 2026Q1: 650,076 shares; 2026Q2: 661,145 shares 661,145 $22.1M 4.16% +11,069 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,764 shares; 2024Q4: 619,278 shares; 2025Q1: 635,280 shares; 2025Q2: 610,984 shares; 2025Q3: 640,765 shares; 2025Q4: 665,617 shares; 2026Q1: 701,304 shares; 2026Q2: 732,222 shares 732,222 $22M 4.13% +30,918 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,203 shares; 2024Q4: 269,602 shares; 2025Q1: 281,616 shares; 2025Q2: 282,425 shares; 2025Q3: 290,328 shares; 2025Q4: 299,201 shares; 2026Q1: 301,466 shares; 2026Q2: 302,571 shares 302,571 $21.6M 4.06% +1,105 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,648 shares; 2024Q4: 278,762 shares; 2025Q1: 283,606 shares; 2025Q2: 273,996 shares; 2025Q3: 269,234 shares; 2025Q4: 272,186 shares; 2026Q1: 280,718 shares; 2026Q2: 288,437 shares 288,437 $21.2M 3.98% +7,719 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,686 shares; 2024Q4: 97,782 shares; 2025Q1: 98,467 shares; 2025Q2: 97,089 shares; 2025Q3: 99,105 shares; 2025Q4: 98,869 shares; 2026Q1: 94,311 shares; 2026Q2: 93,541 shares 93,541 $20.4M 3.84% -770 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,950 shares; 2024Q4: 22,015 shares; 2025Q1: 23,105 shares; 2025Q2: 22,987 shares; 2025Q3: 23,401 shares; 2025Q4: 24,215 shares; 2026Q1: 23,843 shares; 2026Q2: 23,740 shares 23,740 $17.8M 3.34% -103 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,710 shares; 2024Q4: 41,641 shares; 2025Q1: 42,699 shares; 2025Q2: 43,910 shares; 2025Q3: 45,629 shares; 2025Q4: 47,621 shares; 2026Q1: 48,052 shares; 2026Q2: 50,301 shares 50,301 $15.2M 2.87% +2,249 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,602 shares; 2024Q4: 94,168 shares; 2025Q1: 93,760 shares; 2025Q2: 92,762 shares; 2025Q3: 91,809 shares; 2025Q4: 92,056 shares; 2026Q1: 91,306 shares; 2026Q2: 89,616 shares 89,616 $14.2M 2.66% -1,690 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,680 shares; 2024Q4: 57,326 shares; 2025Q1: 57,636 shares; 2025Q2: 57,398 shares; 2025Q3: 58,402 shares; 2025Q4: 58,605 shares; 2026Q1: 56,142 shares; 2026Q2: 55,851 shares 55,851 $13.6M 2.55% -291 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,038 shares; 2024Q4: 332,680 shares; 2025Q1: 334,264 shares; 2025Q2: 336,024 shares; 2025Q3: 316,980 shares; 2025Q4: 311,253 shares; 2026Q1: 303,985 shares; 2026Q2: 300,502 shares 300,502 $13.3M 2.51% -3,483 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,216 shares; 2024Q4: 220,409 shares; 2025Q1: 225,076 shares; 2025Q2: 224,165 shares; 2025Q3: 229,522 shares; 2025Q4: 232,481 shares; 2026Q1: 222,204 shares; 2026Q2: 223,333 shares 223,333 $11.8M 2.22% +1,129 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,877 shares; 2024Q4: 357,957 shares; 2025Q1: 400,151 shares; 2025Q2: 402,054 shares; 2025Q3: 416,064 shares; 2025Q4: 425,842 shares; 2026Q1: 435,946 shares; 2026Q2: 378,098 shares 378,098 $11.7M 2.19% -57,848 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,003 shares; 2024Q4: 146,997 shares; 2025Q1: 146,952 shares; 2025Q2: 142,249 shares; 2025Q3: 141,659 shares; 2025Q4: 141,377 shares; 2026Q1: 139,109 shares; 2026Q2: 138,239 shares 138,239 $11.6M 2.18% -870 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,928 shares; 2024Q4: 77,466 shares; 2025Q1: 80,067 shares; 2025Q2: 83,800 shares; 2025Q3: 98,714 shares; 2025Q4: 104,962 shares; 2026Q1: 106,085 shares; 2026Q2: 123,199 shares 123,199 $11.2M 2.11% +17,114 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,734 shares; 2024Q4: 110,256 shares; 2025Q1: 114,595 shares; 2025Q2: 113,109 shares; 2025Q3: 119,871 shares; 2025Q4: 129,556 shares; 2026Q1: 133,440 shares; 2026Q2: 140,590 shares 140,590 $11M 2.06% +7,150 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,352 shares; 2024Q4: 135,498 shares; 2025Q1: 135,137 shares; 2025Q2: 132,953 shares; 2025Q3: 136,539 shares; 2025Q4: 136,840 shares; 2026Q1: 138,456 shares; 2026Q2: 137,063 shares 137,063 $10.8M 2.04% -1,393 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,344 shares; 2024Q4: 155,659 shares; 2025Q1: 158,441 shares; 2025Q2: 162,744 shares; 2025Q3: 167,935 shares; 2025Q4: 176,041 shares; 2026Q1: 189,272 shares; 2026Q2: 201,306 shares 201,306 $10.1M 1.9% +12,034 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,388 shares; 2024Q4: 175,955 shares; 2025Q1: 179,778 shares; 2025Q2: 174,073 shares; 2025Q3: 179,518 shares; 2025Q4: 181,745 shares; 2026Q1: 180,312 shares; 2026Q2: 195,984 shares 195,984 $9.52M 1.79% +15,672 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,161 shares; 2024Q4: 89,599 shares; 2025Q1: 88,648 shares; 2025Q2: 87,543 shares; 2025Q3: 87,549 shares; 2025Q4: 88,492 shares; 2026Q1: 87,939 shares; 2026Q2: 92,795 shares 92,795 $9.11M 1.71% +4,856 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,093 shares; 2024Q4: 183,431 shares; 2025Q1: 182,194 shares; 2025Q2: 187,798 shares; 2025Q3: 192,836 shares; 2025Q4: 198,129 shares; 2026Q1: 198,670 shares; 2026Q2: 317,960 shares 317,960 $8.81M 1.66% +119,290 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,741 shares; 2024Q4: 80,052 shares; 2025Q1: 81,047 shares; 2025Q2: 112,775 shares; 2025Q3: 117,712 shares; 2025Q4: 145,291 shares; 2026Q1: 144,914 shares; 2026Q2: 153,195 shares 153,195 $7.75M 1.46% +8,281 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,943 shares; 2024Q4: 125,017 shares; 2025Q1: 124,582 shares; 2025Q2: 122,975 shares; 2025Q3: 121,362 shares; 2025Q4: 127,220 shares; 2026Q1: 123,678 shares; 2026Q2: 128,061 shares 128,061 $7.64M 1.44% +4,383 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,676 shares; 2024Q4: 30,257 shares; 2025Q1: 31,123 shares; 2025Q2: 30,063 shares; 2025Q3: 30,527 shares; 2025Q4: 33,003 shares; 2026Q1: 33,692 shares; 2026Q2: 35,492 shares 35,492 $7.55M 1.42% +1,800 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,578 shares; 2024Q4: 66,932 shares; 2025Q1: 68,193 shares; 2025Q2: 69,578 shares; 2025Q3: 73,681 shares; 2025Q4: 74,719 shares; 2026Q1: 73,251 shares; 2026Q2: 76,432 shares 76,432 $7.37M 1.39% +3,181 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,598 shares; 2024Q4: 85,912 shares; 2025Q1: 85,122 shares; 2025Q2: 84,886 shares; 2025Q3: 86,677 shares; 2025Q4: 85,988 shares; 2026Q1: 84,214 shares; 2026Q2: 83,387 shares 83,387 $7.13M 1.34% -827 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,302 shares; 2024Q4: 147,931 shares; 2025Q1: 149,649 shares; 2025Q2: 149,565 shares; 2025Q3: 142,683 shares; 2025Q4: 130,859 shares; 2026Q1: 129,946 shares; 2026Q2: 129,342 shares 129,342 $7.12M 1.34% -604 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,184 shares; 2024Q4: 22,306 shares; 2025Q1: 22,354 shares; 2025Q2: 22,676 shares; 2025Q3: 16,251 shares; 2025Q4: 58,654 shares; 2026Q1: 84,723 shares; 2026Q2: 163,979 shares 163,979 $6.92M 1.3% +79,256 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,351 shares; 2025Q4: 47,459 shares; 2026Q1: 52,764 shares; 2026Q2: 91,267 shares 91,267 $6.91M 1.3% +38,503 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,793 shares; 2024Q4: 46,207 shares; 2025Q1: 70,536 shares; 2025Q2: 79,435 shares; 2025Q3: 103,427 shares; 2025Q4: 119,578 shares; 2026Q1: 123,935 shares; 2026Q2: 153,960 shares 153,960 $6.42M 1.21% +30,025 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,370 shares; 2024Q4: 99,844 shares; 2025Q1: 99,226 shares; 2025Q2: 99,511 shares; 2025Q3: 91,153 shares; 2025Q4: 90,558 shares; 2026Q1: 88,565 shares; 2026Q2: 87,969 shares 87,969 $6.15M 1.16% -596 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,862 shares; 2024Q4: 209,977 shares; 2025Q1: 219,726 shares; 2025Q2: 218,398 shares; 2025Q3: 220,834 shares; 2025Q4: 232,602 shares; 2026Q1: 233,386 shares; 2026Q2: 237,065 shares 237,065 $5.99M 1.13% +3,679 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,452 shares; 2024Q4: 124,790 shares; 2025Q1: 127,206 shares; 2025Q2: 130,629 shares; 2025Q3: 144,911 shares; 2025Q4: 150,546 shares; 2026Q1: 157,447 shares; 2026Q2: 185,748 shares 185,748 $5.38M 1.01% +28,301 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,558 shares; 2024Q4: 50,002 shares; 2025Q1: 51,039 shares; 2025Q2: 50,156 shares; 2025Q3: 50,885 shares; 2025Q4: 51,804 shares; 2026Q1: 54,227 shares; 2026Q2: 54,571 shares 54,571 $5.26M 0.99% +344 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,648 shares; 2024Q4: 12,803 shares; 2025Q1: 13,067 shares; 2025Q2: 12,856 shares; 2025Q3: 13,682 shares; 2025Q4: 13,134 shares; 2026Q1: 12,883 shares; 2026Q2: 14,210 shares 14,210 $5.26M 0.99% +1,327 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,618 shares; 2024Q4: 28,758 shares; 2025Q1: 29,333 shares; 2025Q2: 30,812 shares; 2025Q3: 33,774 shares; 2025Q4: 35,623 shares; 2026Q1: 35,902 shares; 2026Q2: 41,430 shares 41,430 $5.17M 0.97% +5,528 Timeline TITN TITAN MACHY INC More: the full row for TITAN MACHY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,643 shares; 2024Q4: 237,643 shares; 2025Q1: 237,643 shares; 2025Q2: 242,039 shares; 2025Q3: 242,039 shares; 2025Q4: 242,039 shares; 2026Q1: 245,510 shares; 2026Q2: 241,599 shares 241,599 $5.1M 0.96% -3,911 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,301 shares; 2024Q4: 173,001 shares; 2025Q1: 193,933 shares; 2025Q2: 190,671 shares; 2025Q3: 195,527 shares; 2025Q4: 196,247 shares; 2026Q1: 195,635 shares; 2026Q2: 214,268 shares 214,268 $4.96M 0.93% +18,633 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,393 shares; 2024Q4: 78,063 shares; 2025Q1: 75,710 shares; 2025Q2: 73,278 shares; 2025Q3: 71,245 shares; 2025Q4: 66,931 shares; 2026Q1: 63,911 shares; 2026Q2: 60,920 shares 60,920 $4.56M 0.86% -2,991 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 4,047 shares; 2025Q2: 4,139 shares; 2025Q3: 5,522 shares; 2025Q4: 5,534 shares; 2026Q1: 5,461 shares; 2026Q2: 6,349 shares 6,349 $4.36M 0.82% +888 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,587 shares; 2024Q4: 161,568 shares; 2025Q1: 170,290 shares; 2025Q2: 173,383 shares; 2025Q3: 171,895 shares; 2025Q4: 174,049 shares; 2026Q1: 171,193 shares; 2026Q2: 170,097 shares 170,097 $4.12M 0.78% -1,096 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,601 shares; 2024Q4: 98,175 shares; 2025Q1: 107,958 shares; 2025Q2: 107,342 shares; 2025Q3: 107,691 shares; 2025Q4: 109,856 shares; 2026Q1: 109,860 shares; 2026Q2: 109,695 shares 109,695 $4.04M 0.76% -165 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,984 shares; 2024Q4: 14,239 shares; 2025Q1: 13,776 shares; 2025Q2: 13,444 shares; 2025Q3: 13,036 shares; 2025Q4: 13,283 shares; 2026Q1: 13,096 shares; 2026Q2: 12,773 shares 12,773 $3.7M 0.7% -323 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,522 shares; 2024Q4: 123,549 shares; 2025Q1: 120,777 shares; 2025Q2: 121,559 shares; 2025Q3: 116,246 shares; 2025Q4: 116,680 shares; 2026Q1: 114,088 shares; 2026Q2: 112,414 shares 112,414 $3.26M 0.61% -1,674 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 28,445 shares; 2025Q2: 29,100 shares; 2025Q3: 29,100 shares; 2025Q4: 28,172 shares; 2026Q1: 28,172 shares; 2026Q2: 28,138 shares 28,138 $3.2M 0.6% -34 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,902 shares; 2024Q4: 7,850 shares; 2025Q1: 7,857 shares; 2025Q2: 7,689 shares; 2025Q3: 7,620 shares; 2025Q4: 7,977 shares; 2026Q1: 7,985 shares; 2026Q2: 7,750 shares 7,750 $2.89M 0.54% -235 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,173 shares; 2024Q4: 32,207 shares; 2025Q1: 32,205 shares; 2025Q2: 31,996 shares; 2025Q3: 32,329 shares; 2025Q4: 32,170 shares; 2026Q1: 31,854 shares; 2026Q2: 48,562 shares 48,562 $2.62M 0.49% +16,708 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,078 shares; 2024Q4: 16,851 shares; 2025Q1: 16,666 shares; 2025Q2: 16,759 shares; 2025Q3: 16,683 shares; 2025Q4: 16,497 shares; 2026Q1: 15,877 shares; 2026Q2: 15,634 shares 15,634 $2.57M 0.48% -243 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410 shares; 2024Q4: 3,406 shares; 2025Q1: 3,414 shares; 2025Q2: 3,414 shares; 2025Q3: 3,401 shares; 2025Q4: 3,373 shares; 2026Q1: 3,128 shares; 2026Q2: 3,124 shares 3,124 $2.33M 0.44% -4 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,736 shares; 2024Q4: 24,956 shares; 2025Q1: 25,473 shares; 2025Q2: 23,688 shares; 2025Q3: 26,473 shares; 2025Q4: 26,232 shares; 2026Q1: 26,314 shares; 2026Q2: 27,328 shares 27,328 $2.25M 0.42% +1,014 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,965 shares; 2026Q1: 39,965 shares; 2026Q2: 39,965 shares 39,965 $2.23M 0.42% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,383 shares; 2024Q4: 20,492 shares; 2025Q1: 21,955 shares; 2025Q2: 22,488 shares; 2025Q3: 25,509 shares; 2025Q4: 34,874 shares; 2026Q1: 38,041 shares; 2026Q2: 43,025 shares 43,025 $2.18M 0.41% +4,984 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,258 shares; 2024Q4: 63,559 shares; 2025Q1: 62,418 shares; 2025Q2: 62,684 shares; 2025Q3: 61,812 shares; 2025Q4: 62,071 shares; 2026Q1: 72,174 shares; 2026Q2: 72,572 shares 72,572 $2.14M 0.4% +398 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,597 shares; 2024Q4: 26,713 shares; 2025Q1: 27,259 shares; 2025Q2: 25,887 shares; 2025Q3: 25,749 shares; 2025Q4: 21,772 shares; 2026Q1: 22,186 shares; 2026Q2: 21,570 shares 21,570 $2.14M 0.4% -616 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,579 shares 39,579 $2.02M 0.38% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,641 shares; 2024Q4: 31,480 shares; 2025Q1: 48,599 shares; 2025Q2: 49,196 shares; 2025Q3: 49,074 shares; 2025Q4: 49,064 shares; 2026Q1: 41,859 shares; 2026Q2: 35,416 shares 35,416 $2M 0.38% -6,443 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,274 shares; 2024Q4: 17,274 shares; 2025Q1: 17,274 shares; 2025Q2: 17,092 shares; 2025Q3: 16,966 shares; 2025Q4: 16,966 shares; 2026Q1: 16,805 shares; 2026Q2: 47,738 shares 47,738 $1.92M 0.36% +30,933 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,649 shares; 2025Q1: 3,560 shares; 2025Q2: 3,483 shares; 2025Q3: 3,469 shares; 2025Q4: 3,559 shares; 2026Q1: 3,550 shares; 2026Q2: 21,802 shares 21,802 $1.88M 0.35% +18,252 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,914 shares; 2024Q4: 17,581 shares; 2025Q1: 17,298 shares; 2025Q2: 17,257 shares; 2025Q3: 17,157 shares; 2025Q4: 17,110 shares; 2026Q1: 16,504 shares; 2026Q2: 16,249 shares 16,249 $1.85M 0.35% -255 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,531 shares; 2025Q1: 1,540 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,516 shares; 2026Q1: 1,518 shares; 2026Q2: 1,518 shares 1,518 $1.82M 0.34% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,899 shares; 2024Q4: 58,045 shares; 2025Q1: 62,640 shares; 2025Q2: 68,663 shares; 2025Q3: 68,954 shares; 2025Q4: 72,760 shares; 2026Q1: 74,620 shares; 2026Q2: 81,593 shares 81,593 $1.78M 0.33% +6,973 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,882 shares; 2024Q4: 31,693 shares; 2025Q1: 31,693 shares; 2025Q2: 29,513 shares; 2025Q3: 28,771 shares; 2025Q4: 28,572 shares; 2026Q1: 29,709 shares; 2026Q2: 29,709 shares 29,709 $1.75M 0.33% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 20,429 shares; 2025Q1: 20,496 shares; 2025Q2: 19,208 shares; 2025Q3: 18,342 shares; 2025Q4: 18,342 shares; 2026Q1: 18,327 shares; 2026Q2: 17,914 shares 17,914 $1.73M 0.33% -413 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,544 shares; 2024Q4: 13,544 shares; 2025Q1: 13,141 shares; 2025Q2: 13,141 shares; 2025Q3: 13,141 shares; 2025Q4: 12,067 shares; 2026Q1: 12,067 shares; 2026Q2: 11,913 shares 11,913 $1.71M 0.32% -154 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 9,164 shares; 2025Q1: 8,433 shares; 2025Q2: 7,946 shares; 2025Q3: 7,438 shares; 2025Q4: 9,564 shares; 2026Q1: 9,070 shares; 2026Q2: 8,163 shares 8,163 $1.63M 0.31% -907 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,438 shares; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 16,125 shares; 2026Q1: 16,125 shares; 2026Q2: 17,880 shares 17,880 $1.57M 0.3% +1,755 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,719 shares; 2024Q4: 12,428 shares; 2025Q1: 12,260 shares; 2025Q2: 11,213 shares; 2025Q3: 11,005 shares; 2025Q4: 11,113 shares; 2026Q1: 9,914 shares; 2026Q2: 9,820 shares 9,820 $1.52M 0.29% -94 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,705 shares; 2024Q4: 75,334 shares; 2025Q1: 73,706 shares; 2025Q2: 73,285 shares; 2025Q3: 74,806 shares; 2025Q4: 68,842 shares; 2026Q1: 67,790 shares; 2026Q2: 65,254 shares 65,254 $1.51M 0.28% -2,536 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,270 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 4,397 shares; 2026Q1: 4,397 shares; 2026Q2: 4,253 shares 4,253 $1.28M 0.24% -144 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,274 shares; 2024Q4: 14,458 shares; 2025Q1: 13,816 shares; 2025Q2: 13,783 shares; 2025Q3: 13,675 shares; 2025Q4: 13,373 shares; 2026Q1: 13,187 shares; 2026Q2: 12,656 shares 12,656 $1.22M 0.23% -531 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,489 shares; 2024Q4: 41,485 shares; 2025Q1: 46,244 shares; 2025Q2: 49,719 shares; 2025Q3: 50,275 shares; 2025Q4: 52,736 shares; 2026Q1: 54,319 shares; 2026Q2: 54,512 shares 54,512 $1.14M 0.21% +193 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,634 shares; 2025Q1: 1,757 shares; 2025Q2: 1,622 shares; 2025Q3: 1,585 shares; 2025Q4: 3,514 shares; 2026Q1: 3,438 shares; 2026Q2: 3,138 shares 3,138 $1.12M 0.21% -300 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 5,985 shares; 2025Q1: 17,548 shares; 2025Q2: 17,784 shares; 2025Q3: 18,068 shares; 2025Q4: 17,679 shares; 2026Q1: 16,205 shares; 2026Q2: 17,780 shares 17,780 $1.09M 0.21% +1,575 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,831 shares; 2024Q4: 14,859 shares; 2025Q1: 14,776 shares; 2025Q2: 13,624 shares; 2025Q3: 13,624 shares; 2025Q4: 13,619 shares; 2026Q1: 13,145 shares; 2026Q2: 12,940 shares 12,940 $1.07M 0.2% -205 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,322 shares; 2024Q4: 9,256 shares; 2025Q1: 9,299 shares; 2025Q2: 8,157 shares; 2025Q3: 7,866 shares; 2025Q4: 7,870 shares; 2026Q1: 7,803 shares; 2026Q2: 7,803 shares 7,803 $1.03M 0.19% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,017 shares; 2024Q4: 6,412 shares; 2025Q1: 8,732 shares; 2025Q2: 12,273 shares; 2025Q3: 16,558 shares; 2025Q4: 19,562 shares; 2026Q1: 20,471 shares; 2026Q2: 40,295 shares 40,295 $1.02M 0.19% +19,824 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,702 shares; 2024Q4: 7,703 shares; 2025Q1: 7,619 shares; 2025Q2: 7,723 shares; 2025Q3: 7,505 shares; 2025Q4: 7,165 shares; 2026Q1: 6,800 shares; 2026Q2: 5,940 shares 5,940 $962K 0.18% -860 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 3,017 shares; 2025Q1: 2,964 shares; 2025Q2: 2,978 shares; 2025Q3: 2,462 shares; 2025Q4: 2,449 shares; 2026Q1: 2,508 shares; 2026Q2: 2,541 shares 2,541 $898K 0.17% +33 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: 3,757 shares; 2025Q1: 3,841 shares; 2025Q2: 4,045 shares; 2025Q3: 3,910 shares; 2025Q4: 3,935 shares; 2026Q1: 3,935 shares; 2026Q2: 3,939 shares 3,939 $864K 0.16% +4 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,368 shares; 2024Q4: 24,014 shares; 2025Q1: 24,014 shares; 2025Q2: 20,087 shares; 2025Q3: 19,761 shares; 2025Q4: 19,333 shares; 2026Q1: 17,343 shares; 2026Q2: 17,343 shares 17,343 $842K 0.16% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,690 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $839K 0.16% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,415 shares; 2024Q4: 8,416 shares; 2025Q1: 8,416 shares; 2025Q2: 8,418 shares; 2025Q3: 8,431 shares; 2025Q4: 8,299 shares; 2026Q1: 8,233 shares; 2026Q2: 8,317 shares 8,317 $794K 0.15% +84 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 2,933 shares; 2026Q2: 2,721 shares 2,721 $777K 0.15% -212 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,873 shares; 2024Q4: 11,678 shares; 2025Q1: 11,678 shares; 2025Q2: 11,678 shares; 2025Q3: 11,641 shares; 2025Q4: 13,279 shares; 2026Q1: 13,219 shares; 2026Q2: 13,219 shares 13,219 $705K 0.13% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,913 shares; 2024Q4: 13,129 shares; 2025Q1: 13,294 shares; 2025Q2: 12,689 shares; 2025Q3: 17,466 shares; 2025Q4: 18,175 shares; 2026Q1: 16,833 shares; 2026Q2: 17,518 shares 17,518 $703K 0.13% +685 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,715 shares; 2024Q4: 47,687 shares; 2025Q1: 51,582 shares; 2025Q2: 38,263 shares; 2025Q3: 36,567 shares; 2025Q4: 40,574 shares; 2026Q1: 29,370 shares; 2026Q2: 28,589 shares 28,589 $693K 0.13% -781 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,871 shares; 2024Q4: 9,669 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,622 shares; 2025Q4: 10,031 shares; 2026Q1: 9,835 shares; 2026Q2: 8,737 shares 8,737 $669K 0.13% -1,098 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,088 shares; 2024Q4: 16,216 shares; 2025Q1: 16,185 shares; 2025Q2: 16,146 shares; 2025Q3: 17,000 shares; 2025Q4: 17,173 shares; 2026Q1: 17,065 shares; 2026Q2: 17,178 shares 17,178 $623K 0.12% +113 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,847 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,763 shares 1,763 $606K 0.11% -29 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,737 shares; 2024Q4: 495,872 shares; 2025Q1: 131,120 shares; 2025Q2: 123,383 shares; 2025Q3: 84,365 shares; 2025Q4: 69,602 shares; 2026Q1: 65,126 shares; 2026Q2: 55,673 shares 55,673 $604K 0.11% -9,453 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,493 shares; 2025Q1: 2,473 shares; 2025Q2: 2,462 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,468 shares 2,468 $584K 0.11% -4 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,636 shares; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 12,542 shares; 2026Q1: 12,618 shares; 2026Q2: 12,618 shares 12,618 $572K 0.11% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 5,429 shares; 2025Q1: 5,429 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares; 2026Q2: 3,754 shares 3,754 $557K 0.1% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,645 shares; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares; 2026Q1: 7,548 shares; 2026Q2: 7,345 shares 7,345 $553K 0.1% -203 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 511 shares 511 $544K 0.1% -34 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 3,756 shares; 2025Q1: 3,799 shares; 2025Q2: 3,688 shares; 2025Q3: 3,691 shares; 2025Q4: 4,101 shares; 2026Q1: 3,630 shares; 2026Q2: 3,602 shares 3,602 $528K 0.1% -28 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,730 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 6,600 shares; 2026Q1: 6,225 shares; 2026Q2: 14,702 shares 14,702 $515K 0.1% +8,477 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,438 shares; 2025Q2: 89,983 shares; 2025Q3: 77,163 shares; 2025Q4: 47,325 shares; 2026Q1: 27,067 shares; 2026Q2: 21,077 shares 21,077 $512K 0.1% -5,990 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 1,867 shares; 2025Q1: 1,687 shares; 2025Q2: 1,487 shares; 2025Q3: 1,437 shares; 2025Q4: 2,293 shares; 2026Q1: 2,304 shares; 2026Q2: 2,136 shares 2,136 $509K 0.1% -168 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 4,426 shares; 2025Q4: 4,426 shares; 2026Q1: 4,758 shares; 2026Q2: 16,936 shares 16,936 $505K 0.09% +12,178 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,492 shares; 2025Q4: 2,490 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $481K 0.09% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 761 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $479K 0.09% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,037 shares; 2024Q4: 14,115 shares; 2025Q1: 12,801 shares; 2025Q2: 12,801 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares; 2026Q1: 11,875 shares; 2026Q2: 11,425 shares 11,425 $473K 0.09% -450 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 9,484 shares; 2025Q1: 9,349 shares; 2025Q2: 9,297 shares; 2025Q3: 9,001 shares; 2025Q4: 9,001 shares; 2026Q1: 9,048 shares; 2026Q2: 8,923 shares 8,923 $468K 0.09% -125 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,784 shares; 2024Q4: 5,784 shares; 2025Q1: 5,784 shares; 2025Q2: 5,784 shares; 2025Q3: 5,784 shares; 2025Q4: 5,784 shares; 2026Q1: 5,784 shares; 2026Q2: 5,541 shares 5,541 $455K 0.09% -243 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $441K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,456 shares; 2024Q4: 11,464 shares; 2025Q1: 11,464 shares; 2025Q2: 11,456 shares; 2025Q3: 11,456 shares; 2025Q4: 11,114 shares; 2026Q1: 8,364 shares; 2026Q2: 5,588 shares 5,588 $437K 0.08% -2,776 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $433K 0.08% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares; 2026Q2: 4,006 shares 4,006 $427K 0.08% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,521 shares 5,521 $422K 0.08% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 537 shares; 2025Q1: 543 shares; 2025Q2: 468 shares; 2025Q3: 456 shares; 2025Q4: 496 shares; 2026Q1: 582 shares; 2026Q2: 556 shares 556 $410K 0.08% -26 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,070 shares; 2025Q1: 1,111 shares; 2025Q2: 1,162 shares; 2025Q3: 1,147 shares; 2025Q4: 1,159 shares; 2026Q1: 1,199 shares; 2026Q2: 1,195 shares 1,195 $410K 0.08% -4 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 5,091 shares; 2025Q1: 5,136 shares; 2025Q2: 5,136 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares; 2026Q1: 4,405 shares; 2026Q2: 4,960 shares 4,960 $408K 0.08% +555 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $408K 0.08% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,295 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,857 shares; 2025Q3: 3,809 shares; 2025Q4: 3,809 shares; 2026Q1: 3,961 shares; 2026Q2: 3,961 shares 3,961 $408K 0.08% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,185 shares; 2024Q4: 9,414 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares; 2025Q3: 11,414 shares; 2025Q4: 11,414 shares; 2026Q1: 9,758 shares; 2026Q2: 9,758 shares 9,758 $403K 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 95 shares; 2025Q2: 14 shares; 2025Q3: 19 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 955 shares 955 $402K 0.08% -257 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,576 shares; 2024Q4: 10,576 shares; 2025Q1: 10,379 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 9,829 shares; 2026Q1: 9,829 shares; 2026Q2: 9,829 shares 9,829 $400K 0.08% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $397K 0.07% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $384K 0.07% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 6,077 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 5,736 shares; 2025Q4: 5,546 shares; 2026Q1: 4,651 shares; 2026Q2: 4,376 shares 4,376 $384K 0.07% -275 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,242 shares; 2025Q2: 3,164 shares; 2025Q3: 2,918 shares; 2025Q4: 2,848 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $384K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,046 shares; 2024Q4: 4,046 shares; 2025Q1: 3,671 shares; 2025Q2: 3,581 shares; 2025Q3: 3,401 shares; 2025Q4: 3,329 shares; 2026Q1: 3,346 shares; 2026Q2: 3,346 shares 3,346 $379K 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,381 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $352K 0.07% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,128 shares; 2024Q4: 17,452 shares; 2025Q1: 17,452 shares; 2025Q2: 17,452 shares; 2025Q3: 17,452 shares; 2025Q4: 17,183 shares; 2026Q1: 14,508 shares; 2026Q2: 14,508 shares 14,508 $347K 0.07% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 15,153 shares; 2025Q1: 15,784 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares; 2026Q1: 10,923 shares; 2026Q2: 10,923 shares 10,923 $346K 0.07% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 969 shares; 2025Q1: 2,442 shares; 2025Q2: 5,047 shares; 2025Q3: 8,924 shares; 2025Q4: 11,616 shares; 2026Q1: 11,616 shares; 2026Q2: 12,765 shares 12,765 $329K 0.06% +1,149 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,394 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares 3,233 $311K 0.06% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,132 shares; 2024Q4: 15,132 shares; 2025Q1: 15,132 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares; 2025Q4: 15,132 shares; 2026Q1: 15,132 shares; 2026Q2: 15,132 shares 15,132 $310K 0.06% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,226 shares; 2024Q4: 13,732 shares; 2025Q1: 13,732 shares; 2025Q2: 13,732 shares; 2025Q3: 13,732 shares; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares; 2026Q2: 12,501 shares 12,501 $310K 0.06% -1,231 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,916 shares; 2024Q4: 9,916 shares; 2025Q1: 9,261 shares; 2025Q2: 6,308 shares; 2025Q3: 3,677 shares; 2025Q4: 3,668 shares; 2026Q1: 2,987 shares; 2026Q2: 2,822 shares 2,822 $304K 0.06% -165 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,444 shares; 2025Q3: 2,377 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares; 2026Q2: 2,243 shares 2,243 $304K 0.06% -90 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,561 shares; 2024Q4: 8,561 shares; 2025Q1: 8,341 shares; 2025Q2: 8,014 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,455 shares; 2026Q2: 7,382 shares 7,382 $302K 0.06% -73 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,003 shares; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares; 2026Q2: 1,679 shares 1,679 $297K 0.06% -80 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,459 shares; 2024Q4: 3,459 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares; 2026Q2: 3,499 shares 3,499 $289K 0.05% -80 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,725 shares; 2024Q4: 17,575 shares; 2025Q1: 17,575 shares; 2025Q2: 14,825 shares; 2025Q3: 12,962 shares; 2025Q4: 8,759 shares; 2026Q1: 10,098 shares; 2026Q2: 13,028 shares 13,028 $288K 0.05% +2,930 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 7,342 shares; 2025Q1: 7,342 shares; 2025Q2: 7,342 shares; 2025Q3: 7,342 shares; 2025Q4: 7,342 shares; 2026Q1: 7,342 shares; 2026Q2: 7,342 shares 7,342 $279K 0.05% 0 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,621 shares; 2026Q2: 3,621 shares 3,621 $277K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $275K 0.05% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,363 shares; 2024Q4: 7,363 shares; 2025Q1: 7,363 shares; 2025Q2: 7,363 shares; 2025Q3: 7,092 shares; 2025Q4: 8,092 shares; 2026Q1: 7,138 shares; 2026Q2: 6,908 shares 6,908 $273K 0.05% -230 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 6,669 shares; 2025Q1: 6,669 shares; 2025Q2: 6,311 shares; 2025Q3: 4,658 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $268K 0.05% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $264K 0.05% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,498 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,584 shares; 2026Q2: 2,753 shares 2,753 $263K 0.05% +169 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 4,461 shares; 2025Q1: 6,536 shares; 2025Q2: 7,062 shares; 2025Q3: 10,995 shares; 2025Q4: 11,432 shares; 2026Q1: 11,432 shares; 2026Q2: 11,213 shares 11,213 $257K 0.05% -219 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares; 2026Q2: 3,368 shares 3,368 $255K 0.05% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,366 shares; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 15,366 shares; 2025Q3: 15,366 shares; 2025Q4: 15,366 shares; 2026Q1: 15,366 shares; 2026Q2: 15,366 shares 15,366 $252K 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,661 shares; 2024Q4: 14,166 shares; 2025Q1: 11,866 shares; 2025Q2: 11,366 shares; 2025Q3: 10,866 shares; 2025Q4: 9,267 shares; 2026Q1: 8,767 shares; 2026Q2: 4,122 shares 4,122 $249K 0.05% -4,645 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,202 shares; 2025Q1: 2,252 shares; 2025Q2: 2,059 shares; 2025Q3: 2,005 shares; 2025Q4: 1,773 shares; 2026Q1: 975 shares; 2026Q2: 976 shares 976 $248K 0.05% +1 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares; 2026Q2: 4,570 shares 4,570 $240K 0.05% -962 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 2,998 shares; 2025Q4: 2,374 shares; 2026Q1: 3,026 shares; 2026Q2: 2,862 shares 2,862 $238K 0.04% -164 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 4,707 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,314 shares 3,314 $237K 0.04% -686 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 4,424 shares; 2025Q2: 4,424 shares; 2025Q3: 4,657 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares; 2026Q2: 4,770 shares 4,770 $236K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 162 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $235K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 305 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 410 shares; 2026Q1: 399 shares; 2026Q2: 630 shares 630 $232K 0.04% +231 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $231K 0.04% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,262 shares; 2025Q1: 3,212 shares; 2025Q2: 3,189 shares; 2025Q3: 2,792 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $230K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 889 shares 889 $224K 0.04% +1 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 6,681 shares; 2025Q1: 6,644 shares; 2025Q2: 6,526 shares; 2025Q3: 6,190 shares; 2025Q4: 4,998 shares; 2026Q1: 4,739 shares; 2026Q2: 4,956 shares 4,956 $222K 0.04% +217 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,428 shares; 2025Q1: 5,101 shares; 2025Q2: 5,638 shares; 2025Q3: 9,430 shares; 2025Q4: 9,875 shares; 2026Q1: 9,875 shares; 2026Q2: 9,875 shares 9,875 $221K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $221K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,556 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares; 2026Q2: 1,835 shares 1,835 $216K 0.04% -39 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,125 shares 1,125 $213K 0.04% -255 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 871 shares; 2025Q1: 892 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 769 shares; 2026Q1: 741 shares; 2026Q2: 512 shares 512 $213K 0.04% -229 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,760 shares; 2024Q4: 7,814 shares; 2025Q1: 7,023 shares; 2025Q2: 5,039 shares; 2025Q3: 3,809 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares; 2026Q2: 4,109 shares 4,109 $210K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 489 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 451 shares 451 $207K 0.04% -23 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 1,720 shares 1,720 $206K 0.04% +1,505 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,828 shares; 2025Q1: 2,370 shares; 2025Q2: 2,411 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,043 shares; 2026Q2: 3,633 shares 3,633 $204K 0.04% +1,590 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 5,221 shares; 2025Q1: 5,221 shares; 2025Q2: 5,221 shares; 2025Q3: 5,083 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares; 2026Q2: 5,871 shares 5,871 $200K 0.04% -193 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,084 shares; 2025Q2: 1,071 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $199K 0.04% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,000 shares; 2024Q4: 24,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: not reported; 2026Q2: 20,576 shares 20,576 $199K 0.04% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares; 2026Q2: 2,484 shares 2,484 $192K 0.04% -2,830 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 215 shares; 2025Q1: 262 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $191K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,685 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,870 shares; 2026Q1: 1,835 shares; 2026Q2: 1,395 shares 1,395 $191K 0.04% -440 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $186K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares 2,689 $184K 0.03% 0 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,612 shares 20,612 $184K 0.03% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 796 shares; 2025Q1: 1,766 shares; 2025Q2: 3,062 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,667 shares; 2026Q2: 3,957 shares 3,957 $183K 0.03% +290 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,096 shares; 2024Q4: 11,292 shares; 2025Q1: 11,292 shares; 2025Q2: 11,288 shares; 2025Q3: 10,490 shares; 2025Q4: 6,109 shares; 2026Q1: 7,298 shares; 2026Q2: 7,298 shares 7,298 $182K 0.03% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 2,055 shares 2,055 $181K 0.03% +1,644 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 841 shares; 2025Q2: 787 shares; 2025Q3: 703 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $178K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,472 shares; 2024Q4: 13,472 shares; 2025Q1: 10,511 shares; 2025Q2: 10,111 shares; 2025Q3: 8,037 shares; 2025Q4: 8,035 shares; 2026Q1: 538 shares; 2026Q2: 2,330 shares 2,330 $176K 0.03% +1,792 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,565 shares; 2025Q1: 1,516 shares; 2025Q2: 1,354 shares; 2025Q3: 1,356 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares; 2026Q2: 1,311 shares 1,311 $171K 0.03% -110 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,141 shares; 2024Q4: 12,472 shares; 2025Q1: 12,472 shares; 2025Q2: 10,628 shares; 2025Q3: 8,608 shares; 2025Q4: 8,608 shares; 2026Q1: 7,156 shares; 2026Q2: 9,791 shares 9,791 $170K 0.03% +2,635 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,080 shares 1,080 $169K 0.03% -65 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 9,204 shares; 2025Q1: 9,204 shares; 2025Q2: 9,204 shares; 2025Q3: 9,204 shares; 2025Q4: 9,332 shares; 2026Q1: 9,332 shares; 2026Q2: 9,471 shares 9,471 $168K 0.03% +139 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,342 shares 3,342 $168K 0.03% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 6,008 shares; 2025Q1: 7,621 shares; 2025Q2: 7,621 shares; 2025Q3: 7,621 shares; 2025Q4: 7,621 shares; 2026Q1: 7,403 shares; 2026Q2: 7,403 shares 7,403 $168K 0.03% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 2,921 shares; 2026Q2: 2,921 shares 2,921 $156K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $152K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 4,148 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares; 2026Q2: 3,135 shares 3,135 $152K 0.03% -170 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912 $151K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,914 shares; 2025Q2: 1,564 shares; 2025Q3: 1,144 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares; 2026Q2: 1,830 shares 1,830 $149K 0.03% -667 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares; 2026Q2: 3,640 shares 3,640 $146K 0.03% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 1,103 shares 1,103 $141K 0.03% +1,022 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 440 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 1,742 shares 1,742 $140K 0.03% +1,243 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares 1,529 $139K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 912 shares; 2025Q3: 413 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $138K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $137K 0.03% 0 Timeline BITA ISHARES BITCOIN PREM INCOME More: the full row for ISHARES BITCOIN PREM INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,846 shares 2,846 $137K 0.03% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 4,389 shares; 2025Q1: 4,928 shares; 2025Q2: 6,017 shares; 2025Q3: 6,291 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares; 2026Q2: 6,291 shares 6,291 $136K 0.03% 0 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,716 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,714 shares; 2026Q2: 5,714 shares 5,714 $134K 0.03% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,317 shares; 2024Q4: 2,331 shares; 2025Q1: 4,022 shares; 2025Q2: 4,563 shares; 2025Q3: 4,117 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares 6,040 $134K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,667 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares 1,831 $132K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 486 shares 486 $131K 0.02% -188 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares; 2026Q2: 1,416 shares 1,416 $128K 0.02% -589 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,877 shares; 2024Q4: 4,916 shares; 2025Q1: 4,960 shares; 2025Q2: 4,953 shares; 2025Q3: 4,952 shares; 2025Q4: 3,553 shares; 2026Q1: 3,598 shares; 2026Q2: 3,658 shares 3,658 $127K 0.02% +60 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 215 shares 215 $125K 0.02% -20 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $125K 0.02% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares; 2026Q2: 2,351 shares 2,351 $124K 0.02% +581 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 3,921 shares; 2025Q1: 1,843 shares; 2025Q2: 1,820 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,651 shares; 2026Q2: 1,174 shares 1,174 $122K 0.02% -477 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,175 shares; 2024Q4: 28,789 shares; 2025Q1: 14,858 shares; 2025Q2: 11,907 shares; 2025Q3: 8,031 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $122K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $121K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,693 shares; 2025Q1: 2,558 shares; 2025Q2: 2,551 shares; 2025Q3: 1,830 shares; 2025Q4: 1,834 shares; 2026Q1: 1,491 shares; 2026Q2: 1,498 shares 1,498 $120K 0.02% +7 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,690 shares; 2025Q1: 2,084 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 4,416 shares; 2026Q1: 4,022 shares; 2026Q2: 4,596 shares 4,596 $120K 0.02% +574 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 1,132 shares; 2026Q2: 1,196 shares 1,196 $113K 0.02% +64 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 485 shares; 2025Q2: 437 shares; 2025Q3: 420 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $112K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $112K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $111K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $111K 0.02% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $110K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 218 shares; 2026Q2: 872 shares 872 $108K 0.02% +654 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $107K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 498 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $104K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 459 shares; 2025Q2: 446 shares; 2025Q3: 396 shares; 2025Q4: 294 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $103K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 472 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $102K 0.02% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 150 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $101K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 823 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $101K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 153 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $99.2K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $99K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $98.3K 0.02% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 229 shares; 2025Q1: 249 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 170 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $97.2K 0.02% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,431 shares; 2025Q1: 4,349 shares; 2025Q2: 4,963 shares; 2025Q3: 4,963 shares; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares; 2026Q2: 4,963 shares 4,963 $97K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,860 shares 2,860 $96.8K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 136 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 956 shares; 2026Q2: 1,084 shares 1,084 $96K 0.02% +128 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $95.7K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 3,452 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,606 shares 2,606 $94.2K 0.02% +547 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,918 shares; 2025Q3: 3,918 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $88.8K 0.02% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 3,231 shares; 2026Q1: 3,231 shares; 2026Q2: 3,231 shares 3,231 $84.5K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,746 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $84K 0.02% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,596 shares 2,596 $82K 0.02% +199 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $82K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,148 shares; 2025Q3: 1,150 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $81.8K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $81.7K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 1,745 shares; 2026Q2: 1,500 shares 1,500 $80.4K 0.02% -245 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 625 shares; 2025Q1: 661 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $79.9K 0.02% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 29,000 shares; 2025Q1: 19,000 shares; 2025Q2: 17,289 shares; 2025Q3: 14,289 shares; 2025Q4: 13,693 shares; 2026Q1: 4,693 shares; 2026Q2: 4,158 shares 4,158 $78.5K 0.01% -535 Timeline DALI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,319 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,636 shares 2,636 $78.4K 0.01% +169 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 102 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $78.2K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $76.3K 0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,962 shares 1,962 $76.1K 0.01% new Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $73.1K 0.01% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,194 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $72.9K 0.01% 0 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $71.6K 0.01% 0 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $69.7K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $69.4K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $69.2K 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 603 shares; 2026Q2: 676 shares 676 $68.8K 0.01% +73 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $68.6K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 733 shares 733 $68.6K 0.01% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $68.3K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,984 shares; 2026Q1: 2,278 shares; 2026Q2: 2,893 shares 2,893 $65.9K 0.01% +615 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $65.4K 0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $65K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 774 shares; 2025Q1: 734 shares; 2025Q2: 487 shares; 2025Q3: 491 shares; 2025Q4: 496 shares; 2026Q1: 500 shares; 2026Q2: 504 shares 504 $63.8K 0.01% +4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 756 shares 756 $62.5K 0.01% +619 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $61.8K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $60.8K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $60.4K 0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 959 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 961 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $59K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $57.7K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $56.2K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $53.7K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 632 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 524 shares 524 $53.6K 0.01% +2 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $52.2K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $51.8K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $51.4K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 56 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $50.6K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 341 shares 341 $50K 0.01% -26 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 873 shares; 2026Q2: 603 shares 603 $49.8K 0.01% -270 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 1,714 shares; 2026Q2: 1,714 shares 1,714 $49.8K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,055 shares; 2024Q4: 9,074 shares; 2025Q1: 9,092 shares; 2025Q2: 5,604 shares; 2025Q3: 5,625 shares; 2025Q4: 2,036 shares; 2026Q1: 2,056 shares; 2026Q2: 2,038 shares 2,038 $49.1K 0.01% -18 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,500 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,800 shares 3,800 $49K 0.01% -200 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $48.8K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $48.1K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 870 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 644 shares 644 $47.9K 0.01% -70 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 2,018 shares 2,018 $47.2K 0.01% 0 Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 13,264 shares; 2025Q4: 15,264 shares; 2026Q1: 15,264 shares; 2026Q2: 15,264 shares 15,264 $46.6K 0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $46K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares 884 $45.1K 0.01% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 517 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 944 shares 944 $44.7K 0.01% +417 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,120 shares; 2025Q4: 1,162 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $44.7K 0.01% 0 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $44.7K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 177 shares 177 $44.5K 0.01% -31 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $43.8K 0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $43.4K 0.01% 0 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares 711 $43.4K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 188 shares; 2025Q1: 200 shares; 2025Q2: 189 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 191 shares; 2026Q2: 192 shares 192 $42.8K 0.01% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,211 shares 2,211 $42.3K 0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $41.7K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 222 shares; 2026Q2: 223 shares 223 $41.1K 0.01% +1 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $40.8K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $40.6K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 20 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $40.4K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $40.3K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814 shares; 2024Q4: 814 shares; 2025Q1: 852 shares; 2025Q2: 815 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $39.6K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,347 shares; 2024Q4: 13,347 shares; 2025Q1: 9,552 shares; 2025Q2: 5,905 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $39.4K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $38.8K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 446 shares 446 $38.5K 0.01% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 340 shares; 2025Q1: 584 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $38.3K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 119 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $38.2K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 169 shares; 2025Q1: 171 shares; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 179 shares; 2026Q1: 389 shares; 2026Q2: 393 shares 393 $37.9K 0.01% +4 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $37.8K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $37.1K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 120 shares 120 $36.2K 0.01% +108 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $35.5K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $35.5K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 146 shares; 2025Q1: 220 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 129 shares; 2026Q1: 133 shares; 2026Q2: 93 shares 93 $35.1K 0.01% -40 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34.8K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $34.6K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $34.6K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 617 shares 617 $34.3K 0.01% -206 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $33.6K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,355 shares; 2024Q4: 71,355 shares; 2025Q1: 26,755 shares; 2025Q2: 26,755 shares; 2025Q3: 26,254 shares; 2025Q4: 26,254 shares; 2026Q1: 4,000 shares; 2026Q2: 3,077 shares 3,077 $33.2K 0.01% -923 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $32.2K 0.01% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $32.2K 0.01% 0 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $32K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $31.4K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $31.4K 0.01% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 215 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $31.2K 0.01% 0 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $31.1K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $30.9K 0.01% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $30.9K 0.01% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 341 shares 341 $30.7K 0.01% -113 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $30.6K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,799 shares; 2025Q1: 1,822 shares; 2025Q2: 1,846 shares; 2025Q3: 1,869 shares; 2025Q4: 1,888 shares; 2026Q1: 1,904 shares; 2026Q2: 1,918 shares 1,918 $30.5K 0.01% +14 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $30.1K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $30K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 235 shares; 2025Q1: 198 shares; 2025Q2: 182 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $29.6K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $28.7K 0.01% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $28.6K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $28.5K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $28.2K 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $28.1K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 391 shares 391 $28K 0.01% -620 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $27.9K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $27.4K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $26.7K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 764 shares; 2025Q1: 516 shares; 2025Q2: 496 shares; 2025Q3: 498 shares; 2025Q4: 501 shares; 2026Q1: 503 shares; 2026Q2: 454 shares 454 $26.3K <0.01% -49 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $25.8K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $25.8K <0.01% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $25.6K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $25.1K <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $25K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,118 shares; 2024Q4: 14,528 shares; 2025Q1: 2,896 shares; 2025Q2: 2,703 shares; 2025Q3: 1,524 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $24.9K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $24.9K <0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $24.9K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 90 shares 90 $24.8K <0.01% -42 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 120 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $24.3K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $24.1K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 77 shares 77 $24.1K <0.01% -25 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $23K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 1,349 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 934 shares 934 $22.9K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $22.6K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $22.4K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $22.4K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $21.7K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 612 shares 612 $21.3K <0.01% +459 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $21K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,248 shares; 2025Q1: 1,335 shares; 2025Q2: 937 shares; 2025Q3: 697 shares; 2025Q4: 620 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $20.6K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $20.3K <0.01% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $20.2K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 150 shares; 2026Q1: 212 shares; 2026Q2: 378 shares 378 $20.1K <0.01% +166 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $19.8K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $19.8K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $19.8K <0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $19.4K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $19.3K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $18.3K <0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249 shares 249 $18.3K <0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $17.9K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 94 shares; 2025Q1: 108 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $17.7K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 2,267 shares; 2025Q4: 2,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $17.6K <0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $17.3K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $17.3K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $17.3K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 406 shares 406 $16.6K <0.01% -45 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 436 shares 436 $16.6K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $16.6K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $16.5K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 190 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $16.3K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 170 shares 170 $16.2K <0.01% -53 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 91 shares 91 $16K <0.01% -81 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $16K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $15.8K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $15.7K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 353 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 152 shares 152 $15.7K <0.01% -50 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 25 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $15.2K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $15.2K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $14.7K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 106 shares 106 $14.6K <0.01% +1 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $14.5K <0.01% 0 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $14.5K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $14.4K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $14.1K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $13.9K <0.01% 0 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $13.8K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,034 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $13.7K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 523 shares; 2025Q2: 449 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $13.6K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $13.6K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 86 shares; 2025Q1: 68 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 31 shares 31 $13.6K <0.01% -31 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 75 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $13.4K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 136 shares; 2025Q2: 127 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 62 shares 62 $13.4K <0.01% -8 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $13.4K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 87 shares; 2026Q2: 82 shares 82 $13.4K <0.01% -5 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $13.2K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $13.1K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $12.8K <0.01% new Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $12.7K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $12.6K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $12.6K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $12.5K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $12.5K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $12.2K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $11.9K <0.01% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $11.9K <0.01% 0 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $11.9K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $11.7K <0.01% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 87 shares 87 $11.6K <0.01% -11 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $11.4K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $11K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $11K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $10.9K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 297 shares 297 $10.9K <0.01% +202 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $10.8K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 27 shares 27 $10.7K <0.01% -25 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $10.7K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $10.7K <0.01% 0 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $10.6K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $10.6K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $10.5K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $10.5K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 199 shares 199 $10.2K <0.01% -66 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 395 shares; 2025Q1: 520 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $10.2K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $9.64K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.62K <0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 320 shares; 2026Q2: 152 shares 152 $9.46K <0.01% -168 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 24 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $9.38K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $9.38K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 300 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $9.23K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $9.15K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $9.1K <0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 469 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $9.06K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $8.99K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $8.91K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $8.85K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.83K <0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $8.75K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $8.71K <0.01% 0 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $8.63K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $8.63K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $8.22K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $8.06K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $7.94K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.88K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $7.64K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.59K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,137 shares; 2024Q4: 17,137 shares; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 7,637 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $7.58K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $7.57K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $7.55K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $7.55K <0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $7.47K <0.01% 0 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $7.36K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares 54 $7.33K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $7.18K <0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $7.18K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $7.15K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $6.81K <0.01% new Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 142 shares; 2025Q4: 144 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $6.7K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $6.56K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $6.42K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 2 shares 2 $6.39K <0.01% -2 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 35 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $6.36K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $6.22K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 85 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 38 shares 38 $6.22K <0.01% -13 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 24 shares 24 $6.14K <0.01% -20 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 130 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $6.11K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $6.02K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $5.9K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $5.71K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $5.55K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 58 shares 58 $5.48K <0.01% +4 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $5.45K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $5.39K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 194 shares; 2025Q4: 914 shares; 2026Q1: 914 shares; 2026Q2: 210 shares 210 $5.36K <0.01% -704 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $5.35K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $5.27K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $5.08K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $5.03K <0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $4.99K <0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $4.98K <0.01% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $4.97K <0.01% new Timeline