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; 2024Q4: 63,935 shares; 2025Q1: 67,457 shares; 2025Q2: 39,724 shares; 2025Q3: 51,937 shares; 2025Q4: 56,512 shares; 2026Q1: 56,721 shares; 2026Q2: 347,445 shares; 2026Q3: 350,002 shares 350,002 $31.5M 16.56% +2,557 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; 2024Q4: 148,848 shares; 2025Q1: 160,646 shares; 2025Q2: 92,228 shares; 2025Q3: 116,289 shares; 2025Q4: 128,026 shares; 2026Q1: 128,111 shares; 2026Q2: 131,275 shares; 2026Q3: 132,982 shares 132,982 $28.7M 15.09% +1,707 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,399 shares; 2025Q1: 112,875 shares; 2025Q2: 49,769 shares; 2025Q3: 67,133 shares; 2025Q4: 84,242 shares; 2026Q1: 85,754 shares; 2026Q2: 87,231 shares; 2026Q3: 89,837 shares 89,837 $17.6M 9.23% +2,606 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,838 shares; 2025Q1: 79,528 shares; 2025Q2: 30,122 shares; 2025Q3: 42,269 shares; 2025Q4: 51,124 shares; 2026Q1: 52,570 shares; 2026Q2: 54,129 shares; 2026Q3: 54,983 shares 54,983 $16.1M 8.43% +854 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; 2024Q4: 56,907 shares; 2025Q1: 59,742 shares; 2025Q2: 21,261 shares; 2025Q3: 33,140 shares; 2025Q4: 42,721 shares; 2026Q1: 44,336 shares; 2026Q2: 47,019 shares; 2026Q3: 50,907 shares 50,907 $11.8M 6.18% +3,888 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; 2024Q4: 31,701 shares; 2025Q1: 32,858 shares; 2025Q2: 7,172 shares; 2025Q3: 15,707 shares; 2025Q4: 21,018 shares; 2026Q1: 21,523 shares; 2026Q2: 22,375 shares; 2026Q3: 23,977 shares 23,977 $8.1M 4.25% +1,602 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,545 shares; 2025Q1: 47,855 shares; 2025Q2: 44,456 shares; 2025Q3: 44,904 shares; 2025Q4: 46,091 shares; 2026Q1: 47,500 shares; 2026Q2: 47,914 shares; 2026Q3: 48,601 shares 48,601 $7.79M 4.09% +687 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,266 shares; 2025Q1: 94,564 shares; 2025Q2: 36,456 shares; 2025Q3: 55,904 shares; 2025Q4: 70,167 shares; 2026Q1: 67,898 shares; 2026Q2: 65,826 shares; 2026Q3: 67,024 shares 67,024 $6.49M 3.41% +1,198 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; 2024Q4: 7,445 shares; 2025Q1: 7,445 shares; 2025Q2: 7,205 shares; 2025Q3: 7,043 shares; 2025Q4: 7,042 shares; 2026Q1: 7,051 shares; 2026Q2: 7,051 shares; 2026Q3: 7,130 shares 7,130 $5.27M 2.77% +79 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,229 shares; 2025Q1: 42,416 shares; 2025Q2: 37,486 shares; 2025Q3: 37,658 shares; 2025Q4: 38,268 shares; 2026Q1: 38,336 shares; 2026Q2: 39,132 shares; 2026Q3: 39,297 shares 39,297 $5.03M 2.64% +165 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; 2024Q4: 3,462 shares; 2025Q1: 3,678 shares; 2025Q2: 2,070 shares; 2025Q3: 8,903 shares; 2025Q4: 11,056 shares; 2026Q1: 11,102 shares; 2026Q2: 8,937 shares; 2026Q3: 9,144 shares 9,144 $3.42M 1.8% +207 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,195 shares; 2025Q1: 36,046 shares; 2025Q2: 3,290 shares; 2025Q3: 10,731 shares; 2025Q4: 16,306 shares; 2026Q1: 18,595 shares; 2026Q2: 18,122 shares; 2026Q3: 21,284 shares 21,284 $2.55M 1.34% +3,162 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; 2024Q4: 16,044 shares; 2025Q1: 15,439 shares; 2025Q2: 5,414 shares; 2025Q3: 21,363 shares; 2025Q4: 26,674 shares; 2026Q1: 28,141 shares; 2026Q2: 27,953 shares; 2026Q3: 28,440 shares 28,440 $2.55M 1.34% +487 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,253 shares; 2025Q1: 75,798 shares; 2025Q2: 22,963 shares; 2025Q3: 27,552 shares; 2025Q4: 29,298 shares; 2026Q1: 28,293 shares; 2026Q2: 28,827 shares; 2026Q3: 30,204 shares 30,204 $2.45M 1.29% +1,377 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,317 shares; 2025Q1: 53,377 shares; 2025Q2: 8,462 shares; 2025Q3: 16,800 shares; 2025Q4: 24,612 shares; 2026Q1: 26,415 shares; 2026Q2: 26,007 shares; 2026Q3: 30,112 shares 30,112 $2.38M 1.25% +4,105 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,512 shares; 2026Q1: 10,529 shares; 2026Q2: 10,547 shares; 2026Q3: 10,567 shares 10,567 $1.76M 0.92% +20 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,918 shares; 2025Q1: 2,062 shares; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 3,574 shares; 2026Q3: 3,524 shares 3,524 $1.76M 0.92% -50 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,628 shares; 2025Q1: 3,628 shares; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: 6,966 shares; 2026Q1: 6,966 shares; 2026Q2: 5,762 shares; 2026Q3: 5,762 shares 5,762 $1.51M 0.79% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.78% 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; 2024Q4: 12,495 shares; 2025Q1: 12,495 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 9,574 shares; 2026Q1: 9,577 shares; 2026Q2: 9,580 shares; 2026Q3: 9,583 shares 9,583 $1.36M 0.72% +3 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,226 shares; 2025Q1: 36,117 shares; 2025Q2: 1,795 shares; 2025Q3: 1,823 shares; 2025Q4: 9,573 shares; 2026Q1: 9,480 shares; 2026Q2: 4,380 shares; 2026Q3: 4,051 shares 4,051 $1.35M 0.71% -329 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; 2024Q4: 336,760 shares; 2025Q1: 339,545 shares; 2025Q2: 19,393 shares; 2025Q3: 19,475 shares; 2025Q4: 49,587 shares; 2026Q1: 49,694 shares; 2026Q2: 44,595 shares; 2026Q3: 44,635 shares 44,635 $1.34M 0.7% +40 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; 2024Q4: 20,616 shares; 2025Q1: 20,748 shares; 2025Q2: 3,450 shares; 2025Q3: 3,955 shares; 2025Q4: 4,747 shares; 2026Q1: 3,963 shares; 2026Q2: 15,602 shares; 2026Q3: 16,118 shares 16,118 $1.26M 0.66% +516 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,683 shares; 2025Q4: 3,963 shares; 2026Q1: 3,963 shares; 2026Q2: 3,683 shares; 2026Q3: 3,683 shares 3,683 $1.12M 0.59% 0 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,966 shares; 2025Q4: 26,852 shares; 2026Q1: 30,636 shares; 2026Q2: 27,488 shares; 2026Q3: 40,177 shares 40,177 $1.07M 0.56% +12,689 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,235 shares; 2025Q1: 6,139 shares; 2025Q2: 5,332 shares; 2025Q3: 5,332 shares; 2025Q4: 5,490 shares; 2026Q1: 5,490 shares; 2026Q2: 5,372 shares; 2026Q3: 5,372 shares 5,372 $999K 0.52% 0 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; 2024Q4: 2,821 shares; 2025Q1: 2,688 shares; 2025Q2: not reported; 2025Q3: 4,469 shares; 2025Q4: 4,671 shares; 2026Q1: 4,621 shares; 2026Q2: 5,500 shares; 2026Q3: 5,529 shares 5,529 $858K 0.45% +29 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,155 shares; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 6,207 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares; 2026Q2: 6,230 shares; 2026Q3: 6,577 shares 6,577 $833K 0.44% +347 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; 2024Q4: 19,124 shares; 2025Q1: 19,416 shares; 2025Q2: 1,900 shares; 2025Q3: 2,830 shares; 2025Q4: 3,698 shares; 2026Q1: 2,831 shares; 2026Q2: 2,823 shares; 2026Q3: 2,901 shares 2,901 $825K 0.43% +78 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,928 shares; 2025Q1: 9,057 shares; 2025Q2: 330 shares; 2025Q3: 574 shares; 2025Q4: 978 shares; 2026Q1: 1,009 shares; 2026Q2: 904 shares; 2026Q3: 1,002 shares 1,002 $767K 0.4% +98 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; 2024Q4: 5,804 shares; 2025Q1: 5,824 shares; 2025Q2: not reported; 2025Q3: 4,918 shares; 2025Q4: 5,714 shares; 2026Q1: 5,421 shares; 2026Q2: 4,971 shares; 2026Q3: 4,971 shares 4,971 $722K 0.38% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares; 2026Q3: 21,000 shares 21,000 $683K 0.36% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,889 shares; 2025Q4: 5,889 shares; 2026Q1: 5,889 shares; 2026Q2: 5,889 shares; 2026Q3: 5,889 shares 5,889 $677K 0.36% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 1,819 shares; 2026Q3: 1,819 shares 1,819 $626K 0.33% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: not reported; 2025Q3: 6,133 shares; 2025Q4: 6,217 shares; 2026Q1: 6,216 shares; 2026Q2: 6,133 shares; 2026Q3: 6,133 shares 6,133 $606K 0.32% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,153 shares; 2025Q1: 4,163 shares; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 11,330 shares; 2026Q1: 11,330 shares; 2026Q2: 2,884 shares; 2026Q3: 2,436 shares 2,436 $556K 0.29% -448 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,220 shares; 2025Q1: 2,160 shares; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,282 shares; 2026Q2: 2,282 shares; 2026Q3: 2,282 shares 2,282 $521K 0.27% 0 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; 2024Q4: 10,274 shares; 2025Q1: 10,281 shares; 2025Q2: 7,939 shares; 2025Q3: 7,939 shares; 2025Q4: 7,939 shares; 2026Q1: 7,939 shares; 2026Q2: 7,939 shares; 2026Q3: 7,236 shares 7,236 $481K 0.25% -703 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,288 shares; 2025Q1: 4,261 shares; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 1,678 shares; 2026Q1: 1,609 shares; 2026Q2: 1,021 shares; 2026Q3: 920 shares 920 $472K 0.25% -101 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; 2024Q4: 18,319 shares; 2025Q1: 15,930 shares; 2025Q2: 7,428 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares; 2026Q2: 7,428 shares; 2026Q3: 7,428 shares 7,428 $415K 0.22% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,892 shares; 2025Q1: 1,928 shares; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares; 2026Q3: 2,807 shares 2,807 $386K 0.2% +1,072 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; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,420 shares; 2025Q3: 10,420 shares; 2025Q4: 10,035 shares; 2026Q1: 10,035 shares; 2026Q2: 10,035 shares; 2026Q3: 10,035 shares 10,035 $371K 0.2% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 4,501 shares; 2026Q1: 4,501 shares; 2026Q2: 4,280 shares; 2026Q3: 4,280 shares 4,280 $367K 0.19% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,746 shares; 2025Q1: 4,736 shares; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 3,246 shares; 2026Q1: 3,247 shares; 2026Q2: 3,248 shares; 2026Q3: 3,250 shares 3,250 $356K 0.19% +2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,085 shares; 2025Q1: 2,053 shares; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 1,527 shares; 2026Q1: 1,530 shares; 2026Q2: 1,535 shares; 2026Q3: 2,570 shares 2,570 $354K 0.19% +1,035 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,642 shares; 2026Q1: 1,642 shares; 2026Q2: 1,576 shares; 2026Q3: 1,576 shares 1,576 $350K 0.18% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 732 shares; 2026Q3: 696 shares 696 $343K 0.18% -36 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $329K 0.17% 0 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; 2024Q4: 7,775 shares; 2025Q1: 8,029 shares; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 586 shares; 2026Q1: 795 shares; 2026Q2: 648 shares; 2026Q3: 899 shares 899 $316K 0.17% +251 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; 2024Q4: 70,761 shares; 2025Q1: 72,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,670 shares; 2026Q1: 7,767 shares; 2026Q2: 7,854 shares; 2026Q3: 11,476 shares 11,476 $315K 0.17% +3,622 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,896 shares; 2025Q4: 5,343 shares; 2026Q1: 5,343 shares; 2026Q2: 4,996 shares; 2026Q3: 4,996 shares 4,996 $312K 0.16% 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; 2024Q4: not reported; 2025Q1: 3,699 shares; 2025Q2: not reported; 2025Q3: 3,201 shares; 2025Q4: 4,091 shares; 2026Q1: 4,093 shares; 2026Q2: 4,095 shares; 2026Q3: 4,097 shares 4,097 $295K 0.15% +2 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,681 shares; 2025Q1: 79,407 shares; 2025Q2: 4,625 shares; 2025Q3: 4,640 shares; 2025Q4: 4,655 shares; 2026Q1: 4,670 shares; 2026Q2: 4,541 shares; 2026Q3: 4,553 shares 4,553 $291K 0.15% +12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,648 shares; 2025Q1: 45,021 shares; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 2,271 shares; 2026Q1: 2,275 shares; 2026Q2: 1,128 shares; 2026Q3: 1,131 shares 1,131 $281K 0.15% +3 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; 2024Q4: 87,415 shares; 2025Q1: 89,336 shares; 2025Q2: 7,554 shares; 2025Q3: 8,485 shares; 2025Q4: 8,506 shares; 2026Q1: 8,526 shares; 2026Q2: 8,096 shares; 2026Q3: 8,103 shares 8,103 $276K 0.14% +7 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; 2024Q4: 1,669 shares; 2025Q1: 1,490 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,372 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares; 2026Q3: 1,384 shares 1,384 $271K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: 1,100 shares; 2026Q3: 1,150 shares 1,150 $253K 0.13% +50 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,433 shares; 2025Q1: 33,891 shares; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 309 shares; 2026Q1: 396 shares; 2026Q2: not reported; 2026Q3: 1,999 shares 1,999 $250K 0.13% new 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; 2024Q4: 3,367 shares; 2025Q1: 3,210 shares; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,243 shares; 2026Q3: 1,243 shares 1,243 $237K 0.12% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,615 shares; 2025Q1: 12,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,106 shares 1,106 $232K 0.12% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 510 shares; 2026Q1: 465 shares; 2026Q2: 398 shares; 2026Q3: 348 shares 348 $224K 0.12% -50 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 645 shares; 2026Q3: 630 shares 630 $221K 0.12% -15 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; 2024Q4: 4,379 shares; 2025Q1: 4,297 shares; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 232 shares; 2026Q1: 224 shares; 2026Q2: not reported; 2026Q3: 284 shares 284 $217K 0.11% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,922 shares; 2025Q1: 135,844 shares; 2025Q2: not reported; 2025Q3: 4,511 shares; 2025Q4: 4,537 shares; 2026Q1: 3,770 shares; 2026Q2: 3,793 shares; 2026Q3: 3,816 shares 3,816 $211K 0.11% +23 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 2,987 shares; 2026Q1: 3,024 shares; 2026Q2: not reported; 2026Q3: 2,894 shares 2,894 $201K 0.11% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,193 shares; 2025Q1: 9,886 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 4,797 shares; 2026Q1: 4,797 shares; 2026Q2: not reported; 2026Q3: 1,928 shares 1,928 $200K 0.11% new Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,092 shares; 2025Q2: 20,092 shares; 2025Q3: 20,092 shares; 2025Q4: 20,092 shares; 2026Q1: 20,092 shares; 2026Q2: 20,092 shares; 2026Q3: 28,984 shares 28,984 $197K 0.1% +8,892 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; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 2,337 shares; 2026Q1: 2,337 shares; 2026Q2: 1,900 shares; 2026Q3: 1,650 shares 1,650 $178K 0.09% -250 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 778 shares; 2026Q1: 286 shares; 2026Q2: not reported; 2026Q3: 250 shares 250 $175K 0.09% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,099 shares; 2025Q1: 3,183 shares; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: not reported; 2026Q3: 1,051 shares 1,051 $169K 0.09% new 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; 2024Q4: 4,196 shares; 2025Q1: 3,846 shares; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: not reported; 2026Q3: 2,480 shares 2,480 $167K 0.09% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,218 shares; 2026Q1: 7,680 shares; 2026Q2: 7,680 shares; 2026Q3: 6,450 shares 6,450 $164K 0.09% -1,230 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: not reported; 2026Q3: 851 shares 851 $152K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: not reported; 2026Q3: 341 shares 341 $147K 0.08% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: not reported; 2026Q3: 915 shares 915 $142K 0.07% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 801 shares; 2026Q2: not reported; 2026Q3: 791 shares 791 $135K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 615 shares; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 517 shares; 2026Q1: 482 shares; 2026Q2: 206 shares; 2026Q3: 156 shares 156 $126K 0.07% -50 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 1,047 shares; 2026Q1: 1,037 shares; 2026Q2: not reported; 2026Q3: 728 shares 728 $123K 0.06% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,466 shares; 2026Q1: 5,763 shares; 2026Q2: not reported; 2026Q3: 5,637 shares 5,637 $123K 0.06% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,506 shares; 2026Q1: 2,392 shares; 2026Q2: not reported; 2026Q3: 2,392 shares 2,392 $122K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 348 shares; 2026Q1: 358 shares; 2026Q2: not reported; 2026Q3: 133 shares 133 $121K 0.06% new Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 2,696 shares; 2026Q2: not reported; 2026Q3: 2,696 shares 2,696 $117K 0.06% new 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; 2024Q4: 2,176 shares; 2025Q1: 2,197 shares; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 1,131 shares; 2026Q1: 1,128 shares; 2026Q2: not reported; 2026Q3: 450 shares 450 $112K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares; 2026Q2: not reported; 2026Q3: 2,471 shares 2,471 $99.1K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: not reported; 2026Q3: 590 shares 590 $96.8K 0.05% new 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; 2024Q4: 1,751 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: not reported; 2026Q3: 407 shares 407 $95K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: not reported; 2026Q3: 1,229 shares 1,229 $93.9K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 3,199 shares; 2026Q1: 3,391 shares; 2026Q2: not reported; 2026Q3: 1,727 shares 1,727 $92.2K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: not reported; 2026Q3: 136 shares 136 $91.8K 0.05% new 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; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: not reported; 2026Q3: 120 shares 120 $87K 0.05% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,938 shares; 2025Q1: 5,901 shares; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: not reported; 2026Q3: 242 shares 242 $86.4K 0.05% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,216 shares 1,216 $84.2K 0.04% new Timeline JSCP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,801 shares 1,801 $82.8K 0.04% new 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; 2024Q4: 3,109 shares; 2025Q1: 2,914 shares; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: not reported; 2026Q3: 250 shares 250 $82.7K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 867 shares; 2026Q1: 743 shares; 2026Q2: not reported; 2026Q3: 701 shares 701 $82.6K 0.04% new Timeline IBGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,530 shares 3,530 $79.5K 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 708 shares; 2026Q1: 681 shares; 2026Q2: not reported; 2026Q3: 681 shares 681 $79K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: not reported; 2026Q3: 947 shares 947 $78.6K 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $75.8K 0.04% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: not reported; 2026Q3: 257 shares 257 $75.8K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 675 shares; 2026Q2: not reported; 2026Q3: 675 shares 675 $73.5K 0.04% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,767 shares; 2025Q1: 13,227 shares; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: not reported; 2026Q3: 865 shares 865 $73K 0.04% new 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; 2024Q4: 47,789 shares; 2025Q1: 47,343 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,936 shares 1,936 $70.6K 0.04% new 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; 2024Q4: 3,970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 265 shares; 2026Q1: 180 shares; 2026Q2: not reported; 2026Q3: 191 shares 191 $70.1K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $67.2K 0.04% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: not reported; 2026Q3: 1,230 shares 1,230 $66.5K 0.03% new Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 2,291 shares; 2026Q2: not reported; 2026Q3: 2,188 shares 2,188 $66.3K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares; 2026Q1: 605 shares; 2026Q2: not reported; 2026Q3: 605 shares 605 $66.2K 0.03% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: not reported; 2026Q3: 136 shares 136 $65.3K 0.03% new Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares; 2026Q1: 2,710 shares; 2026Q2: not reported; 2026Q3: 2,833 shares 2,833 $65.1K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: not reported; 2026Q3: 584 shares 584 $64.8K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares; 2026Q2: not reported; 2026Q3: 1,549 shares 1,549 $64.5K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 823 shares; 2026Q1: 789 shares; 2026Q2: not reported; 2026Q3: 789 shares 789 $63.6K 0.03% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: not reported; 2026Q3: 455 shares 455 $61.5K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: not reported; 2026Q3: 1,370 shares 1,370 $59.8K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 359 shares; 2026Q2: not reported; 2026Q3: 350 shares 350 $58.4K 0.03% new Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: not reported; 2026Q3: 1,157 shares 1,157 $57.6K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,036 shares 3,036 $57.1K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: not reported; 2026Q3: 600 shares 600 $51.2K 0.03% new Timeline BAB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: not reported; 2026Q3: 2,010 shares 2,010 $50.9K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: not reported; 2026Q3: 126 shares 126 $50K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: not reported; 2026Q3: 500 shares 500 $47K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: not reported; 2026Q3: 2,439 shares 2,439 $46.6K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,868 shares; 2026Q1: 1,625 shares; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $46.5K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: not reported; 2026Q3: 26 shares 26 $45.2K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 513 shares; 2026Q1: 525 shares; 2026Q2: not reported; 2026Q3: 489 shares 489 $43.4K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,947 shares; 2025Q1: 2,861 shares; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 155 shares; 2026Q2: not reported; 2026Q3: 155 shares 155 $43.1K 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 2,028 shares; 2026Q2: not reported; 2026Q3: 1,849 shares 1,849 $42.3K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 384 shares; 2026Q1: 392 shares; 2026Q2: not reported; 2026Q3: 300 shares 300 $41.2K 0.02% new Timeline IBGC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,750 shares 1,750 $39.9K 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,289 shares; 2025Q1: 7,617 shares; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 605 shares; 2026Q1: 634 shares; 2026Q2: not reported; 2026Q3: 653 shares 653 $38.7K 0.02% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: not reported; 2026Q3: 109 shares 109 $37.1K 0.02% new Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares; 2026Q2: not reported; 2026Q3: 2,214 shares 2,214 $36.8K 0.02% new Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: not reported; 2026Q3: 2,325 shares 2,325 $36.7K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: not reported; 2026Q3: 62 shares 62 $32.4K 0.02% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,536 shares 3,536 $32.1K 0.02% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,337 shares 1,337 $32.1K 0.02% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: not reported; 2026Q3: 2,460 shares 2,460 $31.1K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,571 shares; 2025Q1: 12,180 shares; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: not reported; 2026Q3: 492 shares 492 $31K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: not reported; 2026Q3: 231 shares 231 $30K 0.02% new Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,907 shares 3,907 $29K 0.02% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares; 2026Q2: not reported; 2026Q3: 2,930 shares 2,930 $28.7K 0.02% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,518 shares 2,518 $28.3K 0.01% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,073 shares 2,073 $28.3K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 724 shares; 2026Q1: 696 shares; 2026Q2: not reported; 2026Q3: 696 shares 696 $27.5K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 141 shares; 2026Q1: 116 shares; 2026Q2: not reported; 2026Q3: 75 shares 75 $26.7K 0.01% new Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,779 shares 2,779 $25.5K 0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares; 2026Q1: 1,143 shares; 2026Q2: not reported; 2026Q3: 1,251 shares 1,251 $24.4K 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; 2024Q4: 8,913 shares; 2025Q1: 8,980 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 341 shares; 2026Q2: not reported; 2026Q3: 383 shares 383 $23.6K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: 439 shares; 2026Q1: 401 shares; 2026Q2: not reported; 2026Q3: 125 shares 125 $23.2K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: not reported; 2026Q3: 83 shares 83 $21.9K 0.01% new Timeline XLB 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; 2024Q4: 2,613 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 488 shares; 2026Q1: 435 shares; 2026Q2: not reported; 2026Q3: 435 shares 435 $21.2K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 1,036 shares; 2026Q2: not reported; 2026Q3: 946 shares 946 $21.1K 0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,045 shares; 2026Q2: not reported; 2026Q3: 956 shares 956 $20.9K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,043 shares; 2026Q1: 1,066 shares; 2026Q2: not reported; 2026Q3: 979 shares 979 $20.8K 0.01% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,405 shares; 2025Q1: 1,339 shares; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 504 shares; 2026Q1: 514 shares; 2026Q2: not reported; 2026Q3: 73 shares 73 $20.8K 0.01% new Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $20.5K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 249 shares 249 $20K 0.01% new Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 554 shares 554 $19.8K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: not reported; 2026Q3: 87 shares 87 $19.7K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 482 shares; 2026Q1: 400 shares; 2026Q2: not reported; 2026Q3: 350 shares 350 $19.2K 0.01% new Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 838 shares 838 $19.2K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 76 shares; 2026Q1: 78 shares; 2026Q2: not reported; 2026Q3: 69 shares 69 $19K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 145 shares; 2026Q2: not reported; 2026Q3: 200 shares 200 $18.7K 0.01% new Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,127 shares; 2026Q1: 2,140 shares; 2026Q2: not reported; 2026Q3: 2,163 shares 2,163 $17.4K 0.01% new Timeline FTSL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: not reported; 2026Q3: 366 shares 366 $16.3K 0.01% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 787 shares; 2026Q2: not reported; 2026Q3: 859 shares 859 $16.3K 0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $15.4K 0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,627 shares; 2025Q1: 1,702 shares; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: not reported; 2026Q3: 75 shares 75 $15.3K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,433 shares 1,433 $15K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: not reported; 2026Q3: 148 shares 148 $15K 0.01% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 91 shares 91 $14.8K 0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 94 shares 94 $14.2K 0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,585 shares; 2025Q1: 14,213 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: not reported; 2026Q3: 195 shares 195 $13.8K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 39 shares; 2026Q1: 36 shares; 2026Q2: not reported; 2026Q3: 48 shares 48 $12.7K 0.01% new Timeline BSCQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 595 shares; 2026Q2: not reported; 2026Q3: 641 shares 641 $12.5K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: not reported; 2026Q3: 38 shares 38 $12.1K 0.01% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: not reported; 2026Q3: 200 shares 200 $12K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $11.9K 0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 307 shares; 2026Q1: 308 shares; 2026Q2: not reported; 2026Q3: 310 shares 310 $11.4K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 175 shares; 2026Q2: not reported; 2026Q3: 175 shares 175 $11.3K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 41 shares; 2026Q2: not reported; 2026Q3: 41 shares 41 $11.2K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: not reported; 2026Q3: 200 shares 200 $11.1K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,533 shares; 2025Q1: 2,501 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: not reported; 2026Q3: 79 shares 79 $10.8K 0.01% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,277 shares; 2025Q1: 7,280 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $10.4K 0.01% new Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,154 shares 1,154 $9.2K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: not reported; 2026Q3: 206 shares 206 $9.06K <0.01% 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; 2024Q4: 5,852 shares; 2025Q1: 5,852 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $8.61K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 223 shares; 2026Q2: not reported; 2026Q3: 288 shares 288 $8.44K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: not reported; 2026Q3: 15 shares 15 $8.27K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $8.01K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: not reported; 2026Q3: 21 shares 21 $7.79K <0.01% new Timeline XRPT VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: not reported; 2026Q3: 202 shares 202 $7.59K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: not reported; 2026Q3: 107 shares 107 $7.33K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: not reported; 2026Q3: 80 shares 80 $7.21K <0.01% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: not reported; 2026Q3: 53 shares 53 $7.19K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: not reported; 2026Q3: 36 shares 36 $7.02K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: not reported; 2026Q3: 17 shares 17 $6.91K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $6.78K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 362 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $6.47K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 74 shares; 2026Q1: 61 shares; 2026Q2: not reported; 2026Q3: 30 shares 30 $6.22K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 30 shares; 2026Q2: not reported; 2026Q3: 30 shares 30 $6.21K <0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: not reported; 2026Q3: 13 shares 13 $5.88K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $5.7K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $5.65K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: not reported; 2026Q3: 17 shares 17 $5.61K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 77 shares; 2026Q2: not reported; 2026Q3: 53 shares 53 $5.54K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 95 shares; 2026Q1: 40 shares; 2026Q2: not reported; 2026Q3: 40 shares 40 $5.36K <0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: not reported; 2026Q3: 136 shares 136 $5.19K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: not reported; 2026Q3: 41 shares 41 $5.17K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 80 shares; 2026Q2: not reported; 2026Q3: 80 shares 80 $5.17K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 337 shares; 2026Q2: not reported; 2026Q3: 142 shares 142 $5.01K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $4.87K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: not reported; 2026Q3: 92 shares 92 $4.83K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 37 shares; 2026Q2: not reported; 2026Q3: 23 shares 23 $4.81K <0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 180 shares; 2026Q1: 130 shares; 2026Q2: not reported; 2026Q3: 25 shares 25 $4.68K <0.01% new Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $4.55K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: not reported; 2026Q3: 4 shares 4 $4.26K <0.01% new Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $4.25K <0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares; 2026Q1: 1,688 shares; 2026Q2: not reported; 2026Q3: 146 shares 146 $4.15K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: not reported; 2026Q3: 44 shares 44 $4.15K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: not reported; 2026Q3: 14 shares 14 $4K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 83 shares; 2026Q1: 148 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $3.68K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: not reported; 2026Q3: 40 shares 40 $3.63K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 140 shares; 2026Q1: 143 shares; 2026Q2: not reported; 2026Q3: 13 shares 13 $3.58K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 90 shares; 2026Q1: 70 shares; 2026Q2: not reported; 2026Q3: 85 shares 85 $3.49K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 13 shares; 2026Q1: 7 shares; 2026Q2: not reported; 2026Q3: 3 shares 3 $3.25K <0.01% new Timeline AGL AGILON HEALTH INC More: the full row for AGILON HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: not reported; 2026Q3: 40 shares 40 $3.18K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: not reported; 2026Q3: 32 shares 32 $3.01K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 181 shares 181 $3.01K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 69 shares; 2026Q2: not reported; 2026Q3: 42 shares 42 $2.93K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: not reported; 2026Q3: 8 shares 8 $2.84K <0.01% new Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.78K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 782 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 17 shares; 2026Q2: not reported; 2026Q3: 7 shares 7 $2.76K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 219 shares; 2026Q2: not reported; 2026Q3: 51 shares 51 $2.66K <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.59K <0.01% new Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: not reported; 2026Q3: 500 shares 500 $2.56K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: not reported; 2026Q3: 53 shares 53 $2.48K <0.01% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.46K <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: not reported; 2026Q3: 125 shares 125 $2.38K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 131 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.28K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 153 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.27K <0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: not reported; 2026Q3: 46 shares 46 $2.26K <0.01% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.26K <0.01% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $2.25K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: not reported; 2026Q3: 77 shares 77 $2.11K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: not reported; 2026Q3: 10 shares 10 $2.07K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29 shares 29 $2.01K <0.01% new Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: not reported; 2026Q3: 952 shares 952 $1.94K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.89K <0.01% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.85K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.82K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: not reported; 2026Q3: 3 shares 3 $1.78K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 217 shares; 2026Q1: 445 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.77K <0.01% new Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 70 shares 70 $1.71K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15 shares 15 $1.69K <0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: not reported; 2026Q3: 400 shares 400 $1.69K <0.01% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.63K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 119 shares; 2026Q1: 132 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $1.6K <0.01% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20 shares 20 $1.57K <0.01% new 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; 2024Q4: 106,052 shares; 2025Q1: 108,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 37 shares; 2026Q2: not reported; 2026Q3: 48 shares 48 $1.57K <0.01% new 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; 2024Q4: 37,875 shares; 2025Q1: 36,537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 36 shares; 2026Q2: not reported; 2026Q3: 46 shares 46 $1.53K <0.01% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: not reported; 2026Q3: 500 shares 500 $1.44K <0.01% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.4K <0.01% new Timeline LEE LEE ENTERPRISES INC More: the full row for LEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: not reported; 2026Q3: 200 shares 200 $1.39K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: not reported; 2026Q3: 27 shares 27 $1.33K <0.01% new Timeline QQQJ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30 shares 30 $1.32K <0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 300 shares; 2026Q2: not reported; 2026Q3: 300 shares 300 $1.31K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19 shares 19 $1.27K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: not reported; 2026Q3: 12 shares 12 $1.26K <0.01% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21 shares 21 $1.23K <0.01% new Timeline FXN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 55 shares 55 $1.2K <0.01% new Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45 shares 45 $1.19K <0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19 shares 19 $1.17K <0.01% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13 shares 13 $1.15K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.15K <0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: not reported; 2026Q3: 25 shares 25 $1.11K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $1.1K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: not reported; 2026Q3: 15 shares 15 $1.09K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 37 shares; 2026Q2: not reported; 2026Q3: 48 shares 48 $1.06K <0.01% new Timeline ADV ADVANTAGE SOLUTIONS INC More: the full row for ADVANTAGE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: not reported; 2026Q3: 40 shares 40 $1.04K <0.01% new Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $1.03K <0.01% new Timeline EQAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18 shares 18 $1.03K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 163 shares; 2026Q2: not reported; 2026Q3: 84 shares 84 $1.02K <0.01% new Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: not reported; 2026Q3: 500 shares 500 $1.01K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $909 <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $906 <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,036 shares; 2025Q1: 4,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: not reported; 2026Q3: 8 shares 8 $854 <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $833 <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 7 shares; 2026Q2: not reported; 2026Q3: 9 shares 9 $696 <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: not reported; 2026Q3: 50 shares 50 $694 <0.01% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 100 shares 100 $675 <0.01% new Timeline PPA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $619 <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10 shares 10 $601 <0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: not reported; 2026Q3: 9 shares 9 $565 <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $422 <0.01% new 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; 2024Q4: 115,879 shares; 2025Q1: 108,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 9 shares; 2026Q2: not reported; 2026Q3: 11 shares 11 $396 <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 10 shares; 2026Q2: not reported; 2026Q3: 13 shares 13 $327 <0.01% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: not reported; 2026Q3: 5 shares 5 $250 <0.01% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: not reported; 2026Q3: 1 shares 1 $242 <0.01% new Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $121 <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 296 shares; 2026Q2: not reported; 2026Q3: 3 shares 3 $39 <0.01% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: not reported; 2026Q3: 9 shares 9 $27 <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: not reported; 2026Q3: 2 shares 2 $23 <0.01% new Timeline