NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,823 shares; 2024Q4: 187,800 shares; 2025Q1: 190,403 shares; 2025Q2: 206,491 shares; 2025Q3: 181,056 shares; 2025Q4: 201,199 shares; 2026Q1: 199,553 shares; 2026Q2: 200,224 shares 200,224 $40.1M 4.59% +671 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,750 shares; 2024Q4: 105,209 shares; 2025Q1: 536,149 shares; 2025Q2: 683,161 shares; 2025Q3: 698,573 shares; 2025Q4: 740,978 shares; 2026Q1: 763,350 shares; 2026Q2: 774,332 shares 774,332 $39M 4.47% +10,982 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 542,448 shares; 2025Q1: 804,452 shares; 2025Q2: 1,012,493 shares; 2025Q3: 1,095,151 shares; 2025Q4: 1,140,550 shares; 2026Q1: 1,214,293 shares; 2026Q2: 1,262,818 shares 1,262,818 $35.3M 4.04% +48,525 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285,179 shares; 2024Q4: 969,702 shares; 2025Q1: 951,776 shares; 2025Q2: 965,630 shares; 2025Q3: 1,024,923 shares; 2025Q4: 1,062,335 shares; 2026Q1: 1,111,212 shares; 2026Q2: 1,140,512 shares 1,140,512 $34.2M 3.92% +29,300 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,141,717 shares; 2025Q1: 961,933 shares; 2025Q2: 959,465 shares; 2025Q3: 1,031,379 shares; 2025Q4: 1,072,706 shares; 2026Q1: 1,136,477 shares; 2026Q2: 1,188,621 shares 1,188,621 $33.7M 3.86% +52,144 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 736,572 shares; 2025Q1: 765,263 shares; 2025Q2: 824,404 shares; 2025Q3: 876,567 shares; 2025Q4: 913,722 shares; 2026Q1: 970,711 shares; 2026Q2: 1,008,318 shares 1,008,318 $33.7M 3.86% +37,607 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 541,322 shares; 2026Q2: 568,549 shares 568,549 $33.1M 3.79% +27,227 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,696 shares; 2024Q4: 137,515 shares; 2025Q1: 138,819 shares; 2025Q2: 130,922 shares; 2025Q3: 214,436 shares; 2025Q4: 219,265 shares; 2026Q1: 225,580 shares; 2026Q2: 216,793 shares 216,793 $25.8M 2.95% -8,787 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,477 shares; 2024Q4: 214,941 shares; 2025Q1: 150,423 shares; 2025Q2: 173,145 shares; 2025Q3: 228,740 shares; 2025Q4: 242,611 shares; 2026Q1: 248,102 shares; 2026Q2: 247,850 shares 247,850 $23.9M 2.74% -252 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,496 shares; 2024Q4: 79,103 shares; 2025Q1: 74,789 shares; 2025Q2: 68,788 shares; 2025Q3: 64,688 shares; 2025Q4: 65,301 shares; 2026Q1: 68,551 shares; 2026Q2: 69,713 shares 69,713 $20.2M 2.31% +1,162 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,257 shares; 2024Q4: 157,909 shares; 2025Q1: 142,307 shares; 2025Q2: 148,913 shares; 2025Q3: 158,398 shares; 2025Q4: 176,223 shares; 2026Q1: 175,675 shares; 2026Q2: 175,929 shares 175,929 $14.4M 1.65% +254 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,742 shares; 2024Q4: 43,835 shares; 2025Q1: 40,468 shares; 2025Q2: 38,984 shares; 2025Q3: 38,946 shares; 2025Q4: 40,706 shares; 2026Q1: 41,219 shares; 2026Q2: 38,122 shares 38,122 $14.2M 1.63% -3,097 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,714 shares; 2024Q4: 225,257 shares; 2025Q1: 233,015 shares; 2025Q2: 237,086 shares; 2025Q3: 231,955 shares; 2025Q4: 229,002 shares; 2026Q1: 237,162 shares; 2026Q2: 234,616 shares 234,616 $13.3M 1.52% -2,546 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,526 shares; 2024Q4: 46,015 shares; 2025Q1: 35,906 shares; 2025Q2: 31,261 shares; 2025Q3: 30,757 shares; 2025Q4: 31,786 shares; 2026Q1: 33,359 shares; 2026Q2: 34,005 shares 34,005 $12.8M 1.47% +646 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,150 shares; 2024Q4: 92,413 shares; 2025Q1: 173,272 shares; 2025Q2: 228,260 shares; 2025Q3: 232,618 shares; 2025Q4: 246,368 shares; 2026Q1: 254,362 shares; 2026Q2: 263,359 shares 263,359 $12.1M 1.39% +8,997 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,676 shares; 2024Q4: 205,909 shares; 2025Q1: 174,885 shares; 2025Q2: 182,459 shares; 2025Q3: 194,737 shares; 2025Q4: 274,432 shares; 2026Q1: 284,426 shares; 2026Q2: 281,934 shares 281,934 $11.9M 1.36% -2,492 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,853 shares; 2024Q4: 32,615 shares; 2025Q1: 31,112 shares; 2025Q2: 31,236 shares; 2025Q3: 28,920 shares; 2025Q4: 29,525 shares; 2026Q1: 30,596 shares; 2026Q2: 32,536 shares 32,536 $11.6M 1.33% +1,940 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,707 shares; 2024Q4: 153,715 shares; 2025Q1: 164,761 shares; 2025Q2: 210,743 shares; 2025Q3: 213,278 shares; 2025Q4: 232,998 shares; 2026Q1: 240,977 shares; 2026Q2: 242,586 shares 242,586 $11.6M 1.33% +1,609 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,319 shares; 2024Q4: 116,858 shares; 2025Q1: 111,434 shares; 2025Q2: 115,604 shares; 2025Q3: 114,781 shares; 2025Q4: 119,681 shares; 2026Q1: 122,400 shares; 2026Q2: 127,686 shares 127,686 $11.5M 1.32% +5,286 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,542 shares; 2025Q2: 81,569 shares; 2025Q3: 82,761 shares; 2025Q4: 87,375 shares; 2026Q1: 88,966 shares; 2026Q2: 90,194 shares 90,194 $11.3M 1.29% +1,228 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,375 shares; 2024Q4: 48,354 shares; 2025Q1: 44,168 shares; 2025Q2: 44,100 shares; 2025Q3: 41,955 shares; 2025Q4: 44,246 shares; 2026Q1: 45,065 shares; 2026Q2: 44,398 shares 44,398 $10.6M 1.21% -667 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,379 shares; 2024Q4: 54,188 shares; 2025Q1: 81,326 shares; 2025Q2: 80,358 shares; 2025Q3: 81,181 shares; 2025Q4: 84,917 shares; 2026Q1: 88,738 shares; 2026Q2: 92,704 shares 92,704 $10.5M 1.2% +3,966 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,041 shares; 2024Q4: 30,440 shares; 2025Q1: 29,066 shares; 2025Q2: 29,143 shares; 2025Q3: 29,198 shares; 2025Q4: 30,031 shares; 2026Q1: 30,773 shares; 2026Q2: 30,997 shares 30,997 $10.1M 1.16% +224 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,294 shares; 2024Q4: 9,236 shares; 2025Q1: 10,209 shares; 2025Q2: 9,676 shares; 2025Q3: 9,180 shares; 2025Q4: 9,092 shares; 2026Q1: 9,764 shares; 2026Q2: 9,417 shares 9,417 $10M 1.15% -347 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 12,414 shares; 2025Q1: 11,225 shares; 2025Q2: 12,601 shares; 2025Q3: 13,324 shares; 2025Q4: 13,387 shares; 2026Q1: 13,803 shares; 2026Q2: 12,645 shares 12,645 $9.14M 1.05% -1,158 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,327 shares; 2024Q4: 9,541 shares; 2025Q1: 44,813 shares; 2025Q2: 69,769 shares; 2025Q3: 77,849 shares; 2025Q4: 82,479 shares; 2026Q1: 91,287 shares; 2026Q2: 90,312 shares 90,312 $7.94M 0.91% -975 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,941 shares; 2024Q4: 89,636 shares; 2025Q1: 94,154 shares; 2025Q2: 94,001 shares; 2025Q3: 92,553 shares; 2025Q4: 92,129 shares; 2026Q1: 89,564 shares; 2026Q2: 84,208 shares 84,208 $7.68M 0.88% -5,356 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 7,728 shares; 2025Q1: 38,581 shares; 2025Q2: 63,921 shares; 2025Q3: 70,905 shares; 2025Q4: 73,420 shares; 2026Q1: 81,887 shares; 2026Q2: 81,365 shares 81,365 $7.6M 0.87% -522 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,358 shares; 2024Q4: 241,980 shares; 2025Q1: 133,478 shares; 2025Q2: 115,012 shares; 2025Q3: 107,420 shares; 2025Q4: 105,327 shares; 2026Q1: 100,594 shares; 2026Q2: 96,747 shares 96,747 $7.33M 0.84% -3,847 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,438 shares; 2025Q2: 17,502 shares; 2025Q3: 17,055 shares; 2025Q4: 17,075 shares; 2026Q1: 17,281 shares; 2026Q2: 16,017 shares 16,017 $6.94M 0.79% -1,264 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,555 shares; 2024Q4: 13,556 shares; 2025Q1: 11,504 shares; 2025Q2: 11,321 shares; 2025Q3: 11,449 shares; 2025Q4: 12,560 shares; 2026Q1: 12,126 shares; 2026Q2: 12,083 shares 12,083 $6.81M 0.78% -43 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,347 shares; 2024Q4: 137,146 shares; 2025Q1: 132,557 shares; 2025Q2: 141,439 shares; 2025Q3: 149,539 shares; 2025Q4: 170,790 shares; 2026Q1: 176,470 shares; 2026Q2: 178,307 shares 178,307 $6.57M 0.75% +1,837 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,321 shares; 2025Q3: 26,960 shares; 2025Q4: 24,660 shares; 2026Q1: 30,235 shares; 2026Q2: 63,533 shares 63,533 $6.4M 0.73% +33,298 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 4,746 shares; 2025Q1: 4,909 shares; 2025Q2: 5,447 shares; 2025Q3: 5,642 shares; 2025Q4: 5,901 shares; 2026Q1: 5,511 shares; 2026Q2: 5,652 shares 5,652 $5.72M 0.65% +141 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,560 shares; 2024Q4: 45,502 shares; 2025Q1: 54,324 shares; 2025Q2: 55,862 shares; 2025Q3: 47,657 shares; 2025Q4: 48,030 shares; 2026Q1: 49,261 shares; 2026Q2: 64,250 shares 64,250 $5.64M 0.65% +14,989 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,187 shares; 2024Q4: 75,961 shares; 2025Q1: 71,958 shares; 2025Q2: 61,457 shares; 2025Q3: 66,654 shares; 2025Q4: 69,243 shares; 2026Q1: 69,948 shares; 2026Q2: 68,732 shares 68,732 $5.59M 0.64% -1,216 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 6,250 shares; 2025Q1: 8,373 shares; 2025Q2: 8,375 shares; 2025Q3: 8,783 shares; 2025Q4: 9,215 shares; 2026Q1: 9,946 shares; 2026Q2: 9,999 shares 9,999 $5.09M 0.58% +53 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,740 shares; 2024Q4: 23,216 shares; 2025Q1: 23,061 shares; 2025Q2: 20,845 shares; 2025Q3: 19,689 shares; 2025Q4: 19,890 shares; 2026Q1: 20,177 shares; 2026Q2: 19,775 shares 19,775 $5.02M 0.58% -402 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,357 shares; 2024Q4: 12,574 shares; 2025Q1: 21,135 shares; 2025Q2: 23,690 shares; 2025Q3: 23,710 shares; 2025Q4: 24,560 shares; 2026Q1: 23,693 shares; 2026Q2: 23,965 shares 23,965 $5.01M 0.57% +272 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,498 shares; 2024Q4: 46,165 shares; 2025Q1: 39,197 shares; 2025Q2: 36,923 shares; 2025Q3: 37,407 shares; 2025Q4: 38,017 shares; 2026Q1: 34,872 shares; 2026Q2: 35,786 shares 35,786 $4.89M 0.56% +914 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 1,221 shares; 2025Q1: 926 shares; 2025Q2: 34,078 shares; 2025Q3: 36,569 shares; 2025Q4: 38,028 shares; 2026Q1: 40,899 shares; 2026Q2: 46,066 shares 46,066 $4.77M 0.55% +5,167 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,417 shares; 2025Q2: 17,934 shares; 2025Q3: 18,483 shares; 2025Q4: 18,946 shares; 2026Q1: 20,685 shares; 2026Q2: 20,670 shares 20,670 $4.74M 0.54% -15 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 337 shares; 2025Q1: 6,163 shares; 2025Q2: 7,079 shares; 2025Q3: 7,133 shares; 2025Q4: 7,721 shares; 2026Q1: 10,330 shares; 2026Q2: 10,817 shares 10,817 $4.61M 0.53% +487 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 2,788 shares; 2025Q1: 14,479 shares; 2025Q2: 16,757 shares; 2025Q3: 19,132 shares; 2025Q4: 19,301 shares; 2026Q1: 21,540 shares; 2026Q2: 38,181 shares 38,181 $4.48M 0.51% +16,641 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,231 shares; 2024Q4: 35,712 shares; 2025Q1: 19,652 shares; 2025Q2: 29,941 shares; 2025Q3: 35,765 shares; 2025Q4: 45,019 shares; 2026Q1: 45,846 shares; 2026Q2: 48,409 shares 48,409 $4.44M 0.51% +2,563 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 5,413 shares; 2025Q1: 3,803 shares; 2025Q2: 3,652 shares; 2025Q3: 3,527 shares; 2025Q4: 3,645 shares; 2026Q1: 3,365 shares; 2026Q2: 3,673 shares 3,673 $4.41M 0.5% +308 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,230 shares; 2024Q4: 85,411 shares; 2025Q1: 82,540 shares; 2025Q2: 84,146 shares; 2025Q3: 82,643 shares; 2025Q4: 83,311 shares; 2026Q1: 89,313 shares; 2026Q2: 98,020 shares 98,020 $4.35M 0.5% +8,707 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,113 shares; 2024Q4: 47,239 shares; 2025Q1: 45,960 shares; 2025Q2: 38,422 shares; 2025Q3: 38,450 shares; 2025Q4: 38,829 shares; 2026Q1: 38,497 shares; 2026Q2: 74,556 shares 74,556 $4.19M 0.48% +36,059 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 13,682 shares; 2025Q1: 13,152 shares; 2025Q2: 12,749 shares; 2025Q3: 14,095 shares; 2025Q4: 14,659 shares; 2026Q1: 17,412 shares; 2026Q2: 15,171 shares 15,171 $4.13M 0.47% -2,241 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,118 shares; 2024Q4: 36,257 shares; 2025Q1: 67,849 shares; 2025Q2: 68,703 shares; 2025Q3: 61,985 shares; 2025Q4: 79,935 shares; 2026Q1: 80,255 shares; 2026Q2: 80,989 shares 80,989 $4.11M 0.47% +734 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,524 shares; 2024Q4: 9,004 shares; 2025Q1: 9,915 shares; 2025Q2: 9,467 shares; 2025Q3: 9,700 shares; 2025Q4: 9,835 shares; 2026Q1: 11,653 shares; 2026Q2: 11,144 shares 11,144 $4.04M 0.46% -509 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 9,199 shares; 2025Q1: 9,537 shares; 2025Q2: 9,295 shares; 2025Q3: 9,305 shares; 2025Q4: 9,801 shares; 2026Q1: 12,045 shares; 2026Q2: 11,623 shares 11,623 $3.99M 0.46% -422 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 103 shares; 2025Q1: 6,227 shares; 2025Q2: 8,385 shares; 2025Q3: 6,917 shares; 2025Q4: 8,536 shares; 2026Q1: 8,880 shares; 2026Q2: 9,386 shares 9,386 $3.95M 0.45% +506 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,744 shares; 2024Q4: 36,384 shares; 2025Q1: 31,827 shares; 2025Q2: 31,957 shares; 2025Q3: 32,367 shares; 2025Q4: 32,755 shares; 2026Q1: 35,271 shares; 2026Q2: 37,897 shares 37,897 $3.94M 0.45% +2,626 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,960 shares; 2024Q4: 20,833 shares; 2025Q1: 20,862 shares; 2025Q2: 21,666 shares; 2025Q3: 21,820 shares; 2025Q4: 22,441 shares; 2026Q1: 25,761 shares; 2026Q2: 26,058 shares 26,058 $3.82M 0.44% +297 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,948 shares; 2025Q1: 1,659 shares; 2025Q2: 1,600 shares; 2025Q3: 1,647 shares; 2025Q4: 1,684 shares; 2026Q1: 1,378 shares; 2026Q2: 12,502 shares 12,502 $3.77M 0.43% +11,124 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,761 shares; 2024Q4: 12,770 shares; 2025Q1: 11,578 shares; 2025Q2: 10,631 shares; 2025Q3: 10,161 shares; 2025Q4: 10,359 shares; 2026Q1: 9,893 shares; 2026Q2: 10,201 shares 10,201 $3.6M 0.41% +308 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,069 shares; 2025Q3: 2,317 shares; 2025Q4: 2,450 shares; 2026Q1: 2,721 shares; 2026Q2: 2,571 shares 2,571 $3.5M 0.4% -150 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,481 shares; 2024Q4: 70,122 shares; 2025Q1: 70,126 shares; 2025Q2: 69,847 shares; 2025Q3: 69,847 shares; 2025Q4: 69,847 shares; 2026Q1: 69,844 shares; 2026Q2: 69,645 shares 69,645 $3.47M 0.4% -199 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,060 shares; 2024Q4: 7,562 shares; 2025Q1: 5,450 shares; 2025Q2: 5,137 shares; 2025Q3: 5,095 shares; 2025Q4: 5,355 shares; 2026Q1: 7,088 shares; 2026Q2: 8,308 shares 8,308 $3.45M 0.4% +1,220 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,114 shares; 2024Q4: 11,503 shares; 2025Q1: 10,482 shares; 2025Q2: 10,130 shares; 2025Q3: 10,807 shares; 2025Q4: 11,903 shares; 2026Q1: 12,499 shares; 2026Q2: 9,633 shares 9,633 $3.4M 0.39% -2,866 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; 2024Q3: 250 shares; 2024Q4: 272 shares; 2025Q1: 250 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 263 shares; 2026Q1: not reported; 2026Q2: 2,938 shares 2,938 $3.39M 0.39% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,534 shares; 2024Q4: 14,588 shares; 2025Q1: 14,622 shares; 2025Q2: 54,416 shares; 2025Q3: 57,419 shares; 2025Q4: 65,005 shares; 2026Q1: 59,032 shares; 2026Q2: 65,371 shares 65,371 $3.38M 0.39% +6,339 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,033 shares; 2024Q4: 33,611 shares; 2025Q1: 54,886 shares; 2025Q2: 62,143 shares; 2025Q3: 64,776 shares; 2025Q4: 66,809 shares; 2026Q1: 71,204 shares; 2026Q2: 70,241 shares 70,241 $3.32M 0.38% -963 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 4,703 shares; 2025Q1: 9,263 shares; 2025Q2: 8,141 shares; 2025Q3: 7,938 shares; 2025Q4: 7,753 shares; 2026Q1: 7,244 shares; 2026Q2: 5,061 shares 5,061 $3.32M 0.38% -2,183 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,440 shares; 2024Q4: 47,456 shares; 2025Q1: 76,163 shares; 2025Q2: 83,365 shares; 2025Q3: 94,533 shares; 2025Q4: 96,223 shares; 2026Q1: 103,066 shares; 2026Q2: 102,299 shares 102,299 $3.3M 0.38% -767 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,070 shares; 2024Q4: 7,790 shares; 2025Q1: 8,268 shares; 2025Q2: 9,267 shares; 2025Q3: 8,085 shares; 2025Q4: 8,032 shares; 2026Q1: 21,629 shares; 2026Q2: 19,772 shares 19,772 $3.28M 0.38% -1,857 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,016 shares; 2024Q4: 43,210 shares; 2025Q1: 27,209 shares; 2025Q2: 27,864 shares; 2025Q3: 27,938 shares; 2025Q4: 29,178 shares; 2026Q1: 29,251 shares; 2026Q2: 27,789 shares 27,789 $3.15M 0.36% -1,462 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,443 shares; 2025Q1: 12,787 shares; 2025Q2: 15,655 shares; 2025Q3: 25,592 shares; 2025Q4: 27,347 shares; 2026Q1: 29,087 shares; 2026Q2: 32,380 shares 32,380 $3.12M 0.36% +3,293 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,753 shares; 2024Q4: 5,832 shares; 2025Q1: 5,280 shares; 2025Q2: 5,769 shares; 2025Q3: 5,573 shares; 2025Q4: 5,898 shares; 2026Q1: 6,263 shares; 2026Q2: 6,058 shares 6,058 $3.11M 0.36% -205 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,201 shares 10,201 $3.04M 0.35% 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; 2024Q3: 8,446 shares; 2024Q4: 8,525 shares; 2025Q1: 7,176 shares; 2025Q2: 7,310 shares; 2025Q3: 7,025 shares; 2025Q4: 7,286 shares; 2026Q1: 9,467 shares; 2026Q2: 11,056 shares 11,056 $2.99M 0.34% +1,589 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 8,952 shares; 2025Q1: 9,040 shares; 2025Q2: 7,949 shares; 2025Q3: 7,841 shares; 2025Q4: 8,141 shares; 2026Q1: 8,339 shares; 2026Q2: 8,627 shares 8,627 $2.94M 0.34% +288 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,271 shares; 2024Q4: 34,392 shares; 2025Q1: 31,891 shares; 2025Q2: 31,550 shares; 2025Q3: 31,598 shares; 2025Q4: 31,492 shares; 2026Q1: 34,166 shares; 2026Q2: 34,463 shares 34,463 $2.84M 0.32% +297 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 859 shares; 2025Q3: 359 shares; 2025Q4: 489 shares; 2026Q1: not reported; 2026Q2: 4,809 shares 4,809 $2.79M 0.32% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,636 shares; 2024Q4: 165,512 shares; 2025Q1: 154,224 shares; 2025Q2: 131,432 shares; 2025Q3: 110,281 shares; 2025Q4: 107,352 shares; 2026Q1: 95,202 shares; 2026Q2: 87,157 shares 87,157 $2.76M 0.32% -8,045 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,605 shares; 2024Q4: 39,185 shares; 2025Q1: 38,575 shares; 2025Q2: 41,754 shares; 2025Q3: 42,241 shares; 2025Q4: 43,295 shares; 2026Q1: 43,192 shares; 2026Q2: 40,028 shares 40,028 $2.75M 0.31% -3,164 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; 2024Q3: 6,983 shares; 2024Q4: 6,839 shares; 2025Q1: 7,112 shares; 2025Q2: 7,219 shares; 2025Q3: 7,365 shares; 2025Q4: 7,755 shares; 2026Q1: 8,057 shares; 2026Q2: 8,300 shares 8,300 $2.74M 0.31% +243 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,291 shares; 2025Q1: 69,085 shares; 2025Q2: 70,474 shares; 2025Q3: 70,635 shares; 2025Q4: 72,663 shares; 2026Q1: 73,369 shares; 2026Q2: 68,476 shares 68,476 $2.72M 0.31% -4,893 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 1,028 shares; 2025Q1: 1,108 shares; 2025Q2: 1,117 shares; 2025Q3: 1,089 shares; 2025Q4: 1,102 shares; 2026Q1: 1,155 shares; 2026Q2: 22,107 shares 22,107 $2.64M 0.3% +20,952 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; 2024Q3: 3,080 shares; 2024Q4: 4,573 shares; 2025Q1: 4,834 shares; 2025Q2: 5,176 shares; 2025Q3: 5,327 shares; 2025Q4: 5,762 shares; 2026Q1: 6,679 shares; 2026Q2: 6,842 shares 6,842 $2.57M 0.29% +163 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,476 shares; 2024Q4: 11,830 shares; 2025Q1: 15,295 shares; 2025Q2: 43,195 shares; 2025Q3: 49,103 shares; 2025Q4: 48,755 shares; 2026Q1: 58,462 shares; 2026Q2: 62,234 shares 62,234 $2.57M 0.29% +3,772 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 4,315 shares; 2025Q1: 2,805 shares; 2025Q2: 2,789 shares; 2025Q3: 3,064 shares; 2025Q4: 3,315 shares; 2026Q1: 3,192 shares; 2026Q2: 2,742 shares 2,742 $2.57M 0.29% -450 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,765 shares; 2025Q1: 2,327 shares; 2025Q2: 3,332 shares; 2025Q3: 3,083 shares; 2025Q4: 3,353 shares; 2026Q1: 3,359 shares; 2026Q2: 3,374 shares 3,374 $2.48M 0.28% +15 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,488 shares; 2024Q4: 75,291 shares; 2025Q1: 97,268 shares; 2025Q2: 137,934 shares; 2025Q3: 142,972 shares; 2025Q4: 147,199 shares; 2026Q1: 178,681 shares; 2026Q2: 174,640 shares 174,640 $2.47M 0.28% -4,041 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 6,451 shares; 2025Q1: 1,991 shares; 2025Q2: 2,281 shares; 2025Q3: 4,058 shares; 2025Q4: 4,157 shares; 2026Q1: 14,436 shares; 2026Q2: 12,909 shares 12,909 $2.45M 0.28% -1,527 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 14,663 shares; 2025Q1: 14,526 shares; 2025Q2: 14,567 shares; 2025Q3: 14,350 shares; 2025Q4: 14,931 shares; 2026Q1: 15,413 shares; 2026Q2: 15,932 shares 15,932 $2.41M 0.28% +519 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,394 shares; 2024Q4: 5,977 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,108 shares; 2025Q4: 3,847 shares; 2026Q1: not reported; 2026Q2: 17,185 shares 17,185 $2.4M 0.27% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,918 shares; 2024Q4: 13,192 shares; 2025Q1: 14,137 shares; 2025Q2: 16,063 shares; 2025Q3: 15,286 shares; 2025Q4: 15,581 shares; 2026Q1: 16,821 shares; 2026Q2: 87,377 shares 87,377 $2.4M 0.27% +70,556 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,055 shares; 2025Q2: 15,846 shares; 2025Q3: 32,096 shares; 2025Q4: 43,299 shares; 2026Q1: 62,548 shares; 2026Q2: 58,588 shares 58,588 $2.3M 0.26% -3,960 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,692 shares; 2024Q4: 5,794 shares; 2025Q1: 5,590 shares; 2025Q2: 5,518 shares; 2025Q3: 5,626 shares; 2025Q4: 5,405 shares; 2026Q1: 5,391 shares; 2026Q2: 6,119 shares 6,119 $2.26M 0.26% +728 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,860 shares; 2025Q2: 27,861 shares; 2025Q3: 31,632 shares; 2025Q4: 41,641 shares; 2026Q1: 44,165 shares; 2026Q2: 46,690 shares 46,690 $2.26M 0.26% +2,525 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,109 shares; 2024Q4: 40,161 shares; 2025Q1: 42,832 shares; 2025Q2: 44,504 shares; 2025Q3: 37,567 shares; 2025Q4: 40,779 shares; 2026Q1: 44,835 shares; 2026Q2: 21,665 shares 21,665 $2.07M 0.24% -23,170 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,456 shares; 2024Q4: 1,490 shares; 2025Q1: 4,105 shares; 2025Q2: 6,204 shares; 2025Q3: 7,172 shares; 2025Q4: 7,166 shares; 2026Q1: 7,474 shares; 2026Q2: 7,259 shares 7,259 $2.04M 0.23% -215 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,773 shares; 2024Q4: 17,233 shares; 2025Q1: 17,570 shares; 2025Q2: 19,957 shares; 2025Q3: 20,423 shares; 2025Q4: 22,676 shares; 2026Q1: 24,170 shares; 2026Q2: 23,015 shares 23,015 $2.02M 0.23% -1,155 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,092 shares; 2024Q4: 12,698 shares; 2025Q1: 12,201 shares; 2025Q2: 12,545 shares; 2025Q3: 12,631 shares; 2025Q4: 12,670 shares; 2026Q1: 14,461 shares; 2026Q2: 14,187 shares 14,187 $1.99M 0.23% -274 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,072 shares; 2024Q4: 29,480 shares; 2025Q1: 7,668 shares; 2025Q2: 7,759 shares; 2025Q3: 7,325 shares; 2025Q4: 7,389 shares; 2026Q1: 7,740 shares; 2026Q2: 7,796 shares 7,796 $1.96M 0.22% +56 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,324 shares; 2024Q4: 30,145 shares; 2025Q1: 31,162 shares; 2025Q2: 32,915 shares; 2025Q3: 32,140 shares; 2025Q4: 32,242 shares; 2026Q1: 33,989 shares; 2026Q2: 34,072 shares 34,072 $1.94M 0.22% +83 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 921 shares; 2025Q1: 1,017 shares; 2025Q2: 2,847 shares; 2025Q3: 2,787 shares; 2025Q4: 2,773 shares; 2026Q1: 2,784 shares; 2026Q2: 2,801 shares 2,801 $1.92M 0.22% +17 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,111 shares; 2024Q4: 28,075 shares; 2025Q1: 33,328 shares; 2025Q2: 40,240 shares; 2025Q3: 38,678 shares; 2025Q4: 41,506 shares; 2026Q1: 43,552 shares; 2026Q2: 45,698 shares 45,698 $1.89M 0.22% +2,146 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,123 shares; 2024Q4: 29,755 shares; 2025Q1: 35,278 shares; 2025Q2: 39,125 shares; 2025Q3: 41,101 shares; 2025Q4: 40,906 shares; 2026Q1: 44,284 shares; 2026Q2: 44,653 shares 44,653 $1.89M 0.22% +369 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 6,274 shares; 2025Q1: 13,412 shares; 2025Q2: 22,609 shares; 2025Q3: 12,874 shares; 2025Q4: 12,568 shares; 2026Q1: 14,413 shares; 2026Q2: 14,542 shares 14,542 $1.84M 0.21% +129 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 17,814 shares; 2025Q1: 16,185 shares; 2025Q2: 14,504 shares; 2025Q3: 16,512 shares; 2025Q4: 17,304 shares; 2026Q1: 18,466 shares; 2026Q2: 20,034 shares 20,034 $1.84M 0.21% +1,568 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 250 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 644 shares; 2026Q1: 1,811 shares; 2026Q2: 9,198 shares 9,198 $1.75M 0.2% +7,387 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 7,417 shares; 2025Q1: 14,637 shares; 2025Q2: 20,445 shares; 2025Q3: 21,201 shares; 2025Q4: 21,636 shares; 2026Q1: 24,293 shares; 2026Q2: 24,214 shares 24,214 $1.65M 0.19% -79 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,293 shares; 2024Q4: 28,418 shares; 2025Q1: 28,944 shares; 2025Q2: 23,571 shares; 2025Q3: 24,178 shares; 2025Q4: 24,523 shares; 2026Q1: 48,346 shares; 2026Q2: 28,159 shares 28,159 $1.59M 0.18% -20,187 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,306 shares; 2024Q4: 7,627 shares; 2025Q1: 9,599 shares; 2025Q2: 12,558 shares; 2025Q3: 11,360 shares; 2025Q4: 11,406 shares; 2026Q1: 12,751 shares; 2026Q2: 12,825 shares 12,825 $1.5M 0.17% +74 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 2,679 shares; 2025Q1: 3,180 shares; 2025Q2: 3,529 shares; 2025Q3: 3,684 shares; 2025Q4: 3,751 shares; 2026Q1: 5,123 shares; 2026Q2: 5,417 shares 5,417 $1.47M 0.17% +294 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 7,619 shares; 2025Q1: 12,819 shares; 2025Q2: 13,945 shares; 2025Q3: 15,920 shares; 2025Q4: 15,947 shares; 2026Q1: 16,858 shares; 2026Q2: 16,568 shares 16,568 $1.37M 0.16% -290 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,335 shares; 2024Q4: 28,997 shares; 2025Q1: 66,554 shares; 2025Q2: 63,786 shares; 2025Q3: 60,449 shares; 2025Q4: 60,747 shares; 2026Q1: 46,006 shares; 2026Q2: 32,918 shares 32,918 $1.33M 0.15% -13,088 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,916 shares; 2024Q4: 5,431 shares; 2025Q1: 5,431 shares; 2025Q2: 5,431 shares; 2025Q3: 5,357 shares; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares; 2026Q2: 5,210 shares 5,210 $1.31M 0.15% -44 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,186 shares; 2024Q4: 25,620 shares; 2025Q1: 26,196 shares; 2025Q2: 20,831 shares; 2025Q3: 21,202 shares; 2025Q4: 21,472 shares; 2026Q1: 22,087 shares; 2026Q2: 21,281 shares 21,281 $1.31M 0.15% -806 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,221 shares; 2025Q1: 2,396 shares; 2025Q2: 2,389 shares; 2025Q3: 7,814 shares; 2025Q4: 10,018 shares; 2026Q1: 8,511 shares; 2026Q2: 8,776 shares 8,776 $1.29M 0.15% +265 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 1,581 shares; 2025Q1: 1,582 shares; 2025Q2: 1,770 shares; 2025Q3: 1,607 shares; 2025Q4: 1,647 shares; 2026Q1: 1,699 shares; 2026Q2: 1,704 shares 1,704 $1.27M 0.15% +5 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,287 shares; 2024Q4: 18,871 shares; 2025Q1: 18,468 shares; 2025Q2: 15,004 shares; 2025Q3: 14,160 shares; 2025Q4: 13,551 shares; 2026Q1: 13,357 shares; 2026Q2: 12,074 shares 12,074 $1.26M 0.14% -1,283 Timeline SPDG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,779 shares; 2024Q4: 38,963 shares; 2025Q1: 39,653 shares; 2025Q2: 32,377 shares; 2025Q3: 30,760 shares; 2025Q4: 29,912 shares; 2026Q1: 29,001 shares; 2026Q2: 27,009 shares 27,009 $1.25M 0.14% -1,992 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 976 shares; 2025Q1: 5,278 shares; 2025Q2: 6,183 shares; 2025Q3: 6,202 shares; 2025Q4: 6,246 shares; 2026Q1: 6,160 shares; 2026Q2: 6,561 shares 6,561 $1.21M 0.14% +401 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; 2024Q3: 5,183 shares; 2024Q4: 17,063 shares; 2025Q1: 17,909 shares; 2025Q2: 23,091 shares; 2025Q3: 22,513 shares; 2025Q4: 21,259 shares; 2026Q1: 20,887 shares; 2026Q2: 20,943 shares 20,943 $1.21M 0.14% +56 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 4,725 shares; 2025Q1: 866 shares; 2025Q2: 939 shares; 2025Q3: 999 shares; 2025Q4: 1,044 shares; 2026Q1: 2,211 shares; 2026Q2: 2,300 shares 2,300 $1.19M 0.14% +89 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 4,302 shares; 2025Q1: 5,476 shares; 2025Q2: 8,273 shares; 2025Q3: 7,842 shares; 2025Q4: 7,990 shares; 2026Q1: 7,835 shares; 2026Q2: 7,365 shares 7,365 $1.16M 0.13% -470 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,996 shares; 2024Q4: 17,634 shares; 2025Q1: 48,349 shares; 2025Q2: 44,521 shares; 2025Q3: 44,706 shares; 2025Q4: 44,628 shares; 2026Q1: 46,655 shares; 2026Q2: 47,796 shares 47,796 $1.15M 0.13% +1,141 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: 13,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 27,786 shares 27,786 $1.15M 0.13% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,414 shares; 2024Q4: 9,840 shares; 2025Q1: 11,605 shares; 2025Q2: 11,576 shares; 2025Q3: 12,661 shares; 2025Q4: 12,555 shares; 2026Q1: 12,345 shares; 2026Q2: 13,436 shares 13,436 $1.11M 0.13% +1,091 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,118 shares; 2024Q4: 15,394 shares; 2025Q1: 7,387 shares; 2025Q2: 8,880 shares; 2025Q3: 8,070 shares; 2025Q4: 7,949 shares; 2026Q1: 8,113 shares; 2026Q2: 8,196 shares 8,196 $1.11M 0.13% +83 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 908 shares; 2025Q3: 953 shares; 2025Q4: 982 shares; 2026Q1: 1,142 shares; 2026Q2: 1,148 shares 1,148 $1.1M 0.13% +6 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,073 shares; 2025Q3: 4,391 shares; 2025Q4: 4,528 shares; 2026Q1: 5,328 shares; 2026Q2: 5,299 shares 5,299 $1.09M 0.13% -29 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 7,528 shares; 2025Q1: 7,443 shares; 2025Q2: 9,479 shares; 2025Q3: 10,709 shares; 2025Q4: 10,968 shares; 2026Q1: 13,559 shares; 2026Q2: 6,923 shares 6,923 $1.08M 0.12% -6,636 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 146 shares; 2025Q1: 2,434 shares; 2025Q2: 2,376 shares; 2025Q3: 2,481 shares; 2025Q4: 2,633 shares; 2026Q1: 1,904 shares; 2026Q2: 1,949 shares 1,949 $1.02M 0.12% +45 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; 2024Q3: 6,077 shares; 2024Q4: 6,155 shares; 2025Q1: 6,048 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 5,684 shares; 2026Q1: 6,268 shares; 2026Q2: 6,096 shares 6,096 $1.02M 0.12% -172 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,764 shares; 2024Q4: 262,285 shares; 2025Q1: 248,486 shares; 2025Q2: 261,414 shares; 2025Q3: 281,625 shares; 2025Q4: 291,782 shares; 2026Q1: 9,430 shares; 2026Q2: 9,041 shares 9,041 $998K 0.11% -389 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,824 shares; 2024Q4: 10,691 shares; 2025Q1: 10,297 shares; 2025Q2: 9,400 shares; 2025Q3: 9,294 shares; 2025Q4: 9,625 shares; 2026Q1: 2,076 shares; 2026Q2: 1,962 shares 1,962 $982K 0.11% -114 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,443 shares; 2025Q1: 1,306 shares; 2025Q2: 1,528 shares; 2025Q3: 1,714 shares; 2025Q4: 9,472 shares; 2026Q1: 15,099 shares; 2026Q2: 9,783 shares 9,783 $971K 0.11% -5,316 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,955 shares 5,955 $919K 0.11% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,846 shares; 2024Q4: 96,166 shares; 2025Q1: 51,838 shares; 2025Q2: 46,310 shares; 2025Q3: 41,874 shares; 2025Q4: 37,510 shares; 2026Q1: 36,357 shares; 2026Q2: 34,602 shares 34,602 $886K 0.1% -1,755 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,114 shares; 2025Q1: 1,086 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 461 shares; 2026Q1: 1,129 shares; 2026Q2: 1,167 shares 1,167 $874K 0.1% +38 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,091 shares; 2024Q4: 61,207 shares; 2025Q1: 67,359 shares; 2025Q2: 70,950 shares; 2025Q3: 41,341 shares; 2025Q4: 44,750 shares; 2026Q1: 44,044 shares; 2026Q2: 33,574 shares 33,574 $824K 0.09% -10,470 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,176 shares; 2025Q1: 1,183 shares; 2025Q2: 1,189 shares; 2025Q3: 1,193 shares; 2025Q4: 1,197 shares; 2026Q1: 2,906 shares; 2026Q2: 2,815 shares 2,815 $719K 0.08% -91 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 210 shares; 2025Q1: 69 shares; 2025Q2: 169 shares; 2025Q3: 2,924 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares; 2026Q2: 2,889 shares 2,889 $711K 0.08% 0 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; 2024Q3: 12,254 shares; 2024Q4: 13,546 shares; 2025Q1: 27,295 shares; 2025Q2: 26,840 shares; 2025Q3: 29,659 shares; 2025Q4: 29,661 shares; 2026Q1: 23,442 shares; 2026Q2: 26,181 shares 26,181 $694K 0.08% +2,739 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; 2024Q3: 227 shares; 2024Q4: 527 shares; 2025Q1: 673 shares; 2025Q2: 960 shares; 2025Q3: 739 shares; 2025Q4: 989 shares; 2026Q1: not reported; 2026Q2: 5,904 shares 5,904 $689K 0.08% 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; 2024Q3: 6,177 shares; 2024Q4: 8,033 shares; 2025Q1: 9,060 shares; 2025Q2: 9,025 shares; 2025Q3: 9,267 shares; 2025Q4: 9,305 shares; 2026Q1: 9,351 shares; 2026Q2: 9,390 shares 9,390 $676K 0.08% +39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,491 shares; 2024Q4: 7,576 shares; 2025Q1: 3,533 shares; 2025Q2: 3,338 shares; 2025Q3: 3,247 shares; 2025Q4: 3,144 shares; 2026Q1: 2,771 shares; 2026Q2: 2,899 shares 2,899 $639K 0.07% +128 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,524 shares; 2024Q4: 12,610 shares; 2025Q1: 12,616 shares; 2025Q2: 12,616 shares; 2025Q3: 12,616 shares; 2025Q4: 13,493 shares; 2026Q1: 11,952 shares; 2026Q2: 11,999 shares 11,999 $625K 0.07% +47 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 2,982 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,409 shares; 2025Q4: 2,409 shares; 2026Q1: 2,409 shares; 2026Q2: 2,409 shares 2,409 $616K 0.07% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,413 shares; 2024Q4: 175,006 shares; 2025Q1: 191,082 shares; 2025Q2: 175,611 shares; 2025Q3: 18,469 shares; 2025Q4: 17,951 shares; 2026Q1: 8,918 shares; 2026Q2: 8,500 shares 8,500 $614K 0.07% -418 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 6,085 shares; 2026Q1: 8,588 shares; 2026Q2: 8,555 shares 8,555 $580K 0.07% -33 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,139 shares; 2024Q4: 14,491 shares; 2025Q1: 10,660 shares; 2025Q2: 10,192 shares; 2025Q3: 8,668 shares; 2025Q4: 8,517 shares; 2026Q1: 7,833 shares; 2026Q2: 9,581 shares 9,581 $565K 0.06% +1,748 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,234 shares; 2025Q3: 2,139 shares; 2025Q4: 1,826 shares; 2026Q1: 1,846 shares; 2026Q2: 1,853 shares 1,853 $557K 0.06% +7 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,645 shares; 2024Q4: 8,638 shares; 2025Q1: 7,589 shares; 2025Q2: 7,055 shares; 2025Q3: 5,368 shares; 2025Q4: 5,359 shares; 2026Q1: 5,017 shares; 2026Q2: 4,815 shares 4,815 $548K 0.06% -202 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 3,514 shares; 2025Q1: 3,484 shares; 2025Q2: 2,946 shares; 2025Q3: 2,753 shares; 2025Q4: 2,752 shares; 2026Q1: 1,628 shares; 2026Q2: 1,206 shares 1,206 $520K 0.06% -422 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,335 shares; 2025Q1: 2,346 shares; 2025Q2: 2,365 shares; 2025Q3: 2,383 shares; 2025Q4: 2,405 shares; 2026Q1: not reported; 2026Q2: 7,049 shares 7,049 $517K 0.06% 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; 2024Q3: 764 shares; 2024Q4: 883 shares; 2025Q1: 1,004 shares; 2025Q2: 1,032 shares; 2025Q3: 1,078 shares; 2025Q4: 1,126 shares; 2026Q1: 1,194 shares; 2026Q2: 1,252 shares 1,252 $510K 0.06% +58 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,593 shares; 2024Q4: 5,593 shares; 2025Q1: 5,593 shares; 2025Q2: 5,874 shares; 2025Q3: 5,874 shares; 2025Q4: 5,663 shares; 2026Q1: 5,663 shares; 2026Q2: 5,272 shares 5,272 $509K 0.06% -391 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,227 shares; 2026Q2: 6,250 shares 6,250 $487K 0.06% +23 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 353 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares 233 $464K 0.05% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,111 shares; 2025Q1: 2,115 shares; 2025Q2: 8,276 shares; 2025Q3: 8,760 shares; 2025Q4: 9,074 shares; 2026Q1: 9,949 shares; 2026Q2: 11,398 shares 11,398 $458K 0.05% +1,449 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889,733 shares; 2024Q4: 40,332 shares; 2025Q1: 24,502 shares; 2025Q2: 29,844 shares; 2025Q3: 25,689 shares; 2025Q4: 24,531 shares; 2026Q1: 22,532 shares; 2026Q2: 21,785 shares 21,785 $444K 0.05% -747 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 395 shares; 2025Q2: 396 shares; 2025Q3: 398 shares; 2025Q4: 991 shares; 2026Q1: 8,932 shares; 2026Q2: 10,975 shares 10,975 $426K 0.05% +2,043 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $419K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,007 shares; 2024Q4: 4,004 shares; 2025Q1: 3,951 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,935 shares 3,935 $409K 0.05% +60 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,744 shares; 2025Q1: 1,662 shares; 2025Q2: 1,796 shares; 2025Q3: 1,446 shares; 2025Q4: 1,504 shares; 2026Q1: 1,411 shares; 2026Q2: 1,312 shares 1,312 $397K 0.05% -99 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,283 shares; 2025Q2: 6,146 shares; 2025Q3: 6,163 shares; 2025Q4: 6,191 shares; 2026Q1: 6,199 shares; 2026Q2: 10,413 shares 10,413 $388K 0.04% +4,214 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,235 shares; 2025Q1: 1,041 shares; 2025Q2: 1,386 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 2,421 shares; 2026Q2: 2,690 shares 2,690 $385K 0.04% +269 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 4,745 shares; 2025Q2: 4,745 shares; 2025Q3: 4,745 shares; 2025Q4: 4,622 shares; 2026Q1: 4,561 shares; 2026Q2: 4,561 shares 4,561 $366K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,795 shares; 2024Q4: 17,382 shares; 2025Q1: 15,526 shares; 2025Q2: 15,763 shares; 2025Q3: 1,145 shares; 2025Q4: 637 shares; 2026Q1: 1,364 shares; 2026Q2: 1,228 shares 1,228 $366K 0.04% -136 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 9,985 shares; 2025Q1: 9,972 shares; 2025Q2: 9,952 shares; 2025Q3: 11,539 shares; 2025Q4: 13,091 shares; 2026Q1: 14,713 shares; 2026Q2: 14,333 shares 14,333 $366K 0.04% -380 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 187 shares; 2025Q1: 1,321 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares; 2026Q2: 6,667 shares 6,667 $364K 0.04% +394 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,135 shares; 2024Q4: 9,857 shares; 2025Q1: 9,433 shares; 2025Q2: 8,884 shares; 2025Q3: 9,123 shares; 2025Q4: 9,611 shares; 2026Q1: 1,454 shares; 2026Q2: 1,597 shares 1,597 $358K 0.04% +143 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,448 shares 13,448 $345K 0.04% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,149 shares; 2025Q1: 1,550 shares; 2025Q2: 1,152 shares; 2025Q3: 1,153 shares; 2025Q4: 1,154 shares; 2026Q1: 1,156 shares; 2026Q2: 1,157 shares 1,157 $330K 0.04% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 9,995 shares; 2025Q1: 7,541 shares; 2025Q2: 7,328 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares; 2026Q1: 6,937 shares; 2026Q2: 6,936 shares 6,936 $330K 0.04% -1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 4,008 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $329K 0.04% 0 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; 2024Q3: 1,182 shares; 2024Q4: 1,092 shares; 2025Q1: 3,390 shares; 2025Q2: 3,517 shares; 2025Q3: 3,981 shares; 2025Q4: 3,902 shares; 2026Q1: 827 shares; 2026Q2: 823 shares 823 $327K 0.04% -4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: 3,430 shares; 2025Q1: 3,321 shares; 2025Q2: 3,261 shares; 2025Q3: 2,303 shares; 2025Q4: 2,305 shares; 2026Q1: 2,263 shares; 2026Q2: 2,197 shares 2,197 $326K 0.04% -66 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 90 shares; 2025Q1: 81 shares; 2025Q2: 113 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 552 shares; 2026Q2: 649 shares 649 $325K 0.04% +97 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 843 shares 843 $325K 0.04% -12 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 3,233 shares; 2025Q3: 3,239 shares; 2025Q4: 3,450 shares; 2026Q1: 5,818 shares; 2026Q2: 5,875 shares 5,875 $317K 0.04% +57 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 289 shares; 2025Q3: 176 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $316K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 1,310 shares; 2026Q1: not reported; 2026Q2: 2,665 shares 2,665 $313K 0.04% 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; 2024Q3: 1,366 shares; 2024Q4: 1,396 shares; 2025Q1: 1,167 shares; 2025Q2: 966 shares; 2025Q3: 1,035 shares; 2025Q4: 1,114 shares; 2026Q1: 881 shares; 2026Q2: 990 shares 990 $312K 0.04% +109 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares; 2026Q2: 318 shares 318 $311K 0.04% +89 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 659 shares; 2025Q1: 694 shares; 2025Q2: 705 shares; 2025Q3: 662 shares; 2025Q4: 660 shares; 2026Q1: 651 shares; 2026Q2: 639 shares 639 $305K 0.03% -12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 401 shares; 2026Q2: 481 shares 481 $305K 0.03% +80 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,844 shares; 2024Q4: 30,559 shares; 2025Q1: 31,297 shares; 2025Q2: 32,061 shares; 2025Q3: 32,853 shares; 2025Q4: 33,688 shares; 2026Q1: 34,604 shares; 2026Q2: 35,554 shares 35,554 $304K 0.03% +950 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,291 shares; 2024Q4: 6,063 shares; 2025Q1: 4,662 shares; 2025Q2: 4,457 shares; 2025Q3: 3,877 shares; 2025Q4: 2,226 shares; 2026Q1: 2,194 shares; 2026Q2: 2,118 shares 2,118 $302K 0.03% -76 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,436 shares; 2024Q4: 114,974 shares; 2025Q1: 4,183 shares; 2025Q2: 4,478 shares; 2025Q3: 2,988 shares; 2025Q4: 2,853 shares; 2026Q1: 2,425 shares; 2026Q2: 2,749 shares 2,749 $300K 0.03% +324 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,331 shares; 2026Q2: 6,346 shares 6,346 $296K 0.03% +15 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 177 shares; 2025Q1: 167 shares; 2025Q2: 168 shares; 2025Q3: 465 shares; 2025Q4: 466 shares; 2026Q1: not reported; 2026Q2: 3,396 shares 3,396 $290K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 9,824 shares; 2025Q1: 673 shares; 2025Q2: 844 shares; 2025Q3: 589 shares; 2025Q4: 762 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $285K 0.03% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,562 shares; 2025Q1: 3,566 shares; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares; 2026Q2: 5,160 shares 5,160 $281K 0.03% +59 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $273K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,031 shares; 2025Q1: 1,013 shares; 2025Q2: 1,248 shares; 2025Q3: 967 shares; 2025Q4: 921 shares; 2026Q1: 922 shares; 2026Q2: 926 shares 926 $272K 0.03% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,507 shares; 2024Q4: 5,201 shares; 2025Q1: 4,816 shares; 2025Q2: 4,895 shares; 2025Q3: 4,845 shares; 2025Q4: 3,960 shares; 2026Q1: 3,950 shares; 2026Q2: 3,936 shares 3,936 $269K 0.03% -14 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: not reported; 2026Q2: 6,294 shares 6,294 $266K 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; 2024Q3: 265 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 630 shares; 2026Q1: not reported; 2026Q2: 2,438 shares 2,438 $261K 0.03% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 538 shares; 2025Q1: 505 shares; 2025Q2: 522 shares; 2025Q3: 505 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 3,133 shares 3,133 $259K 0.03% +2,611 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 468 shares; 2025Q4: 654 shares; 2026Q1: not reported; 2026Q2: 770 shares 770 $258K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,187 shares; 2025Q1: 1,197 shares; 2025Q2: 3,212 shares; 2025Q3: 813 shares; 2025Q4: 2,070 shares; 2026Q1: 2,069 shares; 2026Q2: 1,884 shares 1,884 $258K 0.03% -185 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,305 shares; 2025Q1: 1,308 shares; 2025Q2: 1,307 shares; 2025Q3: 1,311 shares; 2025Q4: 1,317 shares; 2026Q1: 1,074 shares; 2026Q2: 1,076 shares 1,076 $255K 0.03% +2 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 21,467 shares; 2025Q2: 17,412 shares; 2025Q3: 18,396 shares; 2025Q4: 18,871 shares; 2026Q1: 26,768 shares; 2026Q2: 2,132 shares 2,132 $250K 0.03% -24,636 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,452 shares 1,452 $249K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,028 shares; 2025Q1: 2,263 shares; 2025Q2: 2,316 shares; 2025Q3: 27,561 shares; 2025Q4: 27,725 shares; 2026Q1: 28,150 shares; 2026Q2: 31,296 shares 31,296 $247K 0.03% +3,146 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,010 shares; 2025Q2: 2,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $246K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,620 shares; 2024Q4: 4,712 shares; 2025Q1: 4,744 shares; 2025Q2: 5,349 shares; 2025Q3: 5,260 shares; 2025Q4: 4,966 shares; 2026Q1: 4,794 shares; 2026Q2: 4,610 shares 4,610 $242K 0.03% -184 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,003 shares; 2024Q4: 6,409 shares; 2025Q1: 5,358 shares; 2025Q2: 5,208 shares; 2025Q3: 4,702 shares; 2025Q4: 4,165 shares; 2026Q1: 3,647 shares; 2026Q2: 3,624 shares 3,624 $238K 0.03% -23 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 539 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 531 shares; 2026Q1: not reported; 2026Q2: 2,660 shares 2,660 $234K 0.03% new Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 2,968 shares; 2025Q4: 3,016 shares; 2026Q1: 3,031 shares; 2026Q2: 3,060 shares 3,060 $234K 0.03% +29 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,170 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 8,780 shares; 2026Q1: 8,780 shares; 2026Q2: 8,780 shares 8,780 $228K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,297 shares; 2024Q4: 22,809 shares; 2025Q1: 1,529 shares; 2025Q2: 2,056 shares; 2025Q3: 1,442 shares; 2025Q4: 1,360 shares; 2026Q1: not reported; 2026Q2: 1,770 shares 1,770 $227K 0.03% 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; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 3,012 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,940 shares 2,940 $226K 0.03% -20 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,822 shares; 2025Q4: 9,852 shares; 2026Q1: 9,852 shares; 2026Q2: 9,852 shares 9,852 $223K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,290 shares; 2025Q1: 1,300 shares; 2025Q2: 1,313 shares; 2025Q3: 1,324 shares; 2025Q4: 1,339 shares; 2026Q1: 1,350 shares; 2026Q2: 1,366 shares 1,366 $214K 0.02% +16 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 40 shares; 2026Q1: not reported; 2026Q2: 5,227 shares 5,227 $210K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 679 shares; 2025Q3: 503 shares; 2025Q4: 590 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $209K 0.02% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $207K 0.02% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,664 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,341 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $207K 0.02% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,060 shares; 2024Q4: 6,748 shares; 2025Q1: 4,526 shares; 2025Q2: 3,958 shares; 2025Q3: 3,189 shares; 2025Q4: 2,817 shares; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $201K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,398 shares; 2025Q1: 1,326 shares; 2025Q2: 1,596 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $198K 0.02% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,132 shares; 2024Q4: 9,459 shares; 2025Q1: 9,890 shares; 2025Q2: 10,252 shares; 2025Q3: 10,759 shares; 2025Q4: 10,936 shares; 2026Q1: 11,362 shares; 2026Q2: 11,828 shares 11,828 $198K 0.02% +466 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,530 shares; 2024Q4: 4,533 shares; 2025Q1: 4,415 shares; 2025Q2: 4,421 shares; 2025Q3: 4,227 shares; 2025Q4: 2,650 shares; 2026Q1: not reported; 2026Q2: 2,508 shares 2,508 $193K 0.02% new 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; 2024Q3: 1,514 shares; 2024Q4: 1,523 shares; 2025Q1: 1,533 shares; 2025Q2: 1,316 shares; 2025Q3: 1,121 shares; 2025Q4: 457 shares; 2026Q1: not reported; 2026Q2: 977 shares 977 $193K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,100 shares; 2024Q4: 17,242 shares; 2025Q1: 15,829 shares; 2025Q2: 13,065 shares; 2025Q3: 13,452 shares; 2025Q4: 14,316 shares; 2026Q1: 16,449 shares; 2026Q2: 2,110 shares 2,110 $191K 0.02% -14,339 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,032 shares; 2025Q4: 7,141 shares; 2026Q1: not reported; 2026Q2: 7,278 shares 7,278 $185K 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: not reported; 2026Q2: 2,419 shares 2,419 $184K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,496 shares; 2026Q1: not reported; 2026Q2: 3,558 shares 3,558 $183K 0.02% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,749 shares 1,749 $183K 0.02% new Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 3,595 shares; 2025Q3: 1,190 shares; 2025Q4: 2,980 shares; 2026Q1: not reported; 2026Q2: 4,373 shares 4,373 $180K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 5,676 shares; 2025Q1: 5,257 shares; 2025Q2: 5,264 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,548 shares; 2026Q2: 2,965 shares 2,965 $180K 0.02% -583 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares; 2026Q1: not reported; 2026Q2: 2,162 shares 2,162 $179K 0.02% new Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $171K 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,637 shares 1,637 $167K 0.02% new Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,211 shares; 2025Q2: 5,194 shares; 2025Q3: 5,213 shares; 2025Q4: 5,215 shares; 2026Q1: not reported; 2026Q2: 4,477 shares 4,477 $167K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 422 shares 422 $166K 0.02% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 4,209 shares; 2025Q1: 4,252 shares; 2025Q2: 4,293 shares; 2025Q3: 4,363 shares; 2025Q4: 4,433 shares; 2026Q1: not reported; 2026Q2: 4,554 shares 4,554 $166K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 3,356 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,071 shares; 2026Q2: 3,072 shares 3,072 $164K 0.02% +1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: not reported; 2026Q2: 311 shares 311 $164K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 1,346 shares; 2025Q1: 932 shares; 2025Q2: 1,373 shares; 2025Q3: 933 shares; 2025Q4: 995 shares; 2026Q1: not reported; 2026Q2: 997 shares 997 $163K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 715 shares 715 $160K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $160K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 714 shares 714 $158K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 2,149 shares; 2025Q1: 2,177 shares; 2025Q2: 2,107 shares; 2025Q3: 2,213 shares; 2025Q4: 2,229 shares; 2026Q1: not reported; 2026Q2: 571 shares 571 $158K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,035 shares; 2025Q1: 1,039 shares; 2025Q2: 1,043 shares; 2025Q3: 1,048 shares; 2025Q4: 1,054 shares; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $157K 0.02% 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; 2024Q3: 2,638 shares; 2024Q4: 2,527 shares; 2025Q1: 2,443 shares; 2025Q2: 2,923 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: not reported; 2026Q2: 2,618 shares 2,618 $154K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 466 shares; 2025Q1: 448 shares; 2025Q2: 144 shares; 2025Q3: 117 shares; 2025Q4: 1,196 shares; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $153K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,013 shares 3,013 $151K 0.02% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 2,200 shares; 2026Q1: not reported; 2026Q2: 2,810 shares 2,810 $151K 0.02% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,727 shares; 2025Q1: 1,743 shares; 2025Q2: 1,769 shares; 2025Q3: 1,795 shares; 2025Q4: 1,829 shares; 2026Q1: not reported; 2026Q2: 1,876 shares 1,876 $150K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 147 shares; 2025Q1: 5,019 shares; 2025Q2: 3,569 shares; 2025Q3: 3,740 shares; 2025Q4: 3,852 shares; 2026Q1: 3,664 shares; 2026Q2: 198 shares 198 $150K 0.02% -3,466 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,688 shares; 2024Q4: 2,999 shares; 2025Q1: 2,154 shares; 2025Q2: 2,211 shares; 2025Q3: 1,848 shares; 2025Q4: 1,851 shares; 2026Q1: not reported; 2026Q2: 2,064 shares 2,064 $147K 0.02% 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; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 3,016 shares 3,016 $146K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: not reported; 2026Q2: 64 shares 64 $146K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,289 shares; 2025Q3: 2,961 shares; 2025Q4: 1,802 shares; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $145K 0.02% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,423 shares; 2024Q4: 16,628 shares; 2025Q1: 12,871 shares; 2025Q2: 12,792 shares; 2025Q3: 12,792 shares; 2025Q4: 4,870 shares; 2026Q1: not reported; 2026Q2: 2,890 shares 2,890 $144K 0.02% new 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; 2024Q3: 470 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 528 shares; 2025Q3: 150 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 471 shares 471 $144K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: not reported; 2026Q2: 632 shares 632 $141K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,051 shares; 2026Q1: 6,012 shares; 2026Q2: 2,790 shares 2,790 $141K 0.02% -3,222 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: not reported; 2026Q2: 847 shares 847 $141K 0.02% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 730 shares 730 $137K 0.02% 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; 2024Q3: 961 shares; 2024Q4: 960 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 739 shares; 2026Q1: not reported; 2026Q2: 839 shares 839 $136K 0.02% 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; 2024Q3: 14 shares; 2024Q4: 24 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,006 shares; 2025Q4: 4,006 shares; 2026Q1: not reported; 2026Q2: 4,006 shares 4,006 $136K 0.02% new Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,004 shares 2,004 $133K 0.02% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,112 shares; 2024Q4: 4,871 shares; 2025Q1: 3,873 shares; 2025Q2: 3,915 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares; 2026Q1: not reported; 2026Q2: 1,934 shares 1,934 $133K 0.02% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413 shares; 2024Q4: 2,419 shares; 2025Q1: 2,429 shares; 2025Q2: 2,436 shares; 2025Q3: 2,445 shares; 2025Q4: 2,461 shares; 2026Q1: not reported; 2026Q2: 2,399 shares 2,399 $131K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares; 2026Q1: not reported; 2026Q2: 444 shares 444 $129K 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; 2024Q3: 6,982 shares; 2024Q4: 1,474 shares; 2025Q1: 1,038 shares; 2025Q2: 1,559 shares; 2025Q3: 1,171 shares; 2025Q4: 1,160 shares; 2026Q1: not reported; 2026Q2: 1,184 shares 1,184 $127K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: not reported; 2026Q2: 821 shares 821 $125K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: not reported; 2026Q2: 195 shares 195 $125K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $123K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,312 shares; 2024Q4: 12,288 shares; 2025Q1: 7,680 shares; 2025Q2: 7,819 shares; 2025Q3: 7,968 shares; 2025Q4: 8,124 shares; 2026Q1: not reported; 2026Q2: 6,316 shares 6,316 $121K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 491 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 532 shares; 2025Q4: 533 shares; 2026Q1: not reported; 2026Q2: 534 shares 534 $119K 0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: not reported; 2026Q2: 1,640 shares 1,640 $119K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,260 shares; 2024Q4: 9,531 shares; 2025Q1: 7,547 shares; 2025Q2: 6,500 shares; 2025Q3: 7,477 shares; 2025Q4: 5,701 shares; 2026Q1: not reported; 2026Q2: 5,694 shares 5,694 $118K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: not reported; 2026Q2: 92 shares 92 $118K 0.01% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: not reported; 2026Q2: 2,850 shares 2,850 $116K 0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: not reported; 2026Q2: 2,728 shares 2,728 $115K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 602 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 606 shares; 2026Q1: not reported; 2026Q2: 607 shares 607 $114K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: not reported; 2026Q2: 263 shares 263 $112K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: not reported; 2026Q2: 1,122 shares 1,122 $110K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 747 shares; 2025Q4: 1,079 shares; 2026Q1: not reported; 2026Q2: 1,079 shares 1,079 $110K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,143 shares 4,143 $110K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,935 shares; 2025Q1: 2,013 shares; 2025Q2: 1,618 shares; 2025Q3: 1,657 shares; 2025Q4: 1,404 shares; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $109K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 87 shares; 2025Q1: 481 shares; 2025Q2: 493 shares; 2025Q3: 436 shares; 2025Q4: 439 shares; 2026Q1: not reported; 2026Q2: 447 shares 447 $108K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 721 shares; 2025Q1: 678 shares; 2025Q2: 844 shares; 2025Q3: 678 shares; 2025Q4: 844 shares; 2026Q1: not reported; 2026Q2: 844 shares 844 $108K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 5,387 shares; 2025Q1: 5,467 shares; 2025Q2: 6,172 shares; 2025Q3: 8,153 shares; 2025Q4: 8,746 shares; 2026Q1: 9,743 shares; 2026Q2: 312 shares 312 $106K 0.01% -9,431 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 3,986 shares; 2025Q1: 2,451 shares; 2025Q2: 2,358 shares; 2025Q3: 1,910 shares; 2025Q4: 1,383 shares; 2026Q1: not reported; 2026Q2: 1,363 shares 1,363 $105K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 378 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: not reported; 2026Q2: 278 shares 278 $102K 0.01% new Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,204 shares 1,204 $99.9K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 336 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $99.8K 0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 3,583 shares; 2025Q1: 1,956 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,019 shares; 2026Q1: not reported; 2026Q2: 967 shares 967 $99.4K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,415 shares; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $99K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 1,929 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,934 shares; 2025Q4: 1,936 shares; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $95.9K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 4,104 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 364 shares; 2026Q1: not reported; 2026Q2: 364 shares 364 $94.8K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: not reported; 2026Q2: 878 shares 878 $94.6K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 10,068 shares; 2026Q1: 10,068 shares; 2026Q2: 10,068 shares 10,068 $94.5K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 864 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 685 shares; 2026Q1: not reported; 2026Q2: 685 shares 685 $92.8K 0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $89.9K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: not reported; 2026Q2: 553 shares 553 $89.6K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 1,120 shares; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $88.4K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 661 shares; 2025Q1: 664 shares; 2025Q2: 672 shares; 2025Q3: 669 shares; 2025Q4: 678 shares; 2026Q1: not reported; 2026Q2: 643 shares 643 $87.9K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 752 shares; 2026Q1: not reported; 2026Q2: 750 shares 750 $87.6K 0.01% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,185 shares; 2025Q1: 1,528 shares; 2025Q2: 2,030 shares; 2025Q3: 2,182 shares; 2025Q4: 998 shares; 2026Q1: not reported; 2026Q2: 1,056 shares 1,056 $86.6K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $85.9K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 432 shares; 2025Q2: 434 shares; 2025Q3: 435 shares; 2025Q4: 576 shares; 2026Q1: not reported; 2026Q2: 538 shares 538 $85.4K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 486 shares; 2025Q1: 480 shares; 2025Q2: 477 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: not reported; 2026Q2: 466 shares 466 $83.3K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,071 shares; 2025Q1: 3,103 shares; 2025Q2: 3,133 shares; 2025Q3: 3,165 shares; 2025Q4: 3,206 shares; 2026Q1: not reported; 2026Q2: 3,294 shares 3,294 $81.8K 0.01% 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; 2024Q3: 673 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $81.3K 0.01% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares 3,105 $81.3K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $81K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 3,398 shares; 2025Q1: 2,761 shares; 2025Q2: 2,763 shares; 2025Q3: 2,611 shares; 2025Q4: 2,091 shares; 2026Q1: not reported; 2026Q2: 1,351 shares 1,351 $80.7K 0.01% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares 213 $79.1K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 81 shares 81 $78.2K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 72 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: not reported; 2026Q2: 888 shares 888 $76.7K 0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $75.9K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 684 shares; 2026Q1: not reported; 2026Q2: 684 shares 684 $75.1K 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 542 shares; 2025Q1: 492 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: not reported; 2026Q2: 456 shares 456 $74.6K 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,989 shares; 2024Q4: 3,366 shares; 2025Q1: 2,088 shares; 2025Q2: 2,011 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares; 2026Q1: not reported; 2026Q2: 1,987 shares 1,987 $73.6K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: not reported; 2026Q2: 443 shares 443 $73.3K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 607 shares; 2025Q4: 360 shares; 2026Q1: not reported; 2026Q2: 361 shares 361 $72.9K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 465 shares; 2026Q1: not reported; 2026Q2: 389 shares 389 $72K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,389 shares; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: not reported; 2026Q2: 3,389 shares 3,389 $71.9K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 857 shares; 2025Q1: 555 shares; 2025Q2: 857 shares; 2025Q3: 559 shares; 2025Q4: 561 shares; 2026Q1: not reported; 2026Q2: 492 shares 492 $71.8K 0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: not reported; 2026Q2: 847 shares 847 $70.9K 0.01% new Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,581 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,579 shares; 2026Q1: not reported; 2026Q2: 3,014 shares 3,014 $69K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,301 shares; 2025Q1: 3,561 shares; 2025Q2: 2,155 shares; 2025Q3: 2,154 shares; 2025Q4: 2,154 shares; 2026Q1: not reported; 2026Q2: 2,152 shares 2,152 $68.8K 0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 104 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 102 shares; 2026Q1: not reported; 2026Q2: 782 shares 782 $67.4K 0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 627 shares; 2025Q3: 633 shares; 2025Q4: 637 shares; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $66.9K 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; 2024Q3: 8,804 shares; 2024Q4: 8,394 shares; 2025Q1: 4,710 shares; 2025Q2: 4,727 shares; 2025Q3: 4,670 shares; 2025Q4: 4,682 shares; 2026Q1: not reported; 2026Q2: 4,704 shares 4,704 $65.4K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 371 shares; 2025Q1: 396 shares; 2025Q2: 841 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: not reported; 2026Q2: 430 shares 430 $65K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 2,055 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: not reported; 2026Q2: 907 shares 907 $64.9K 0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 550 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 465 shares; 2026Q1: not reported; 2026Q2: 466 shares 466 $64.1K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 333 shares; 2025Q1: 299 shares; 2025Q2: 405 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: not reported; 2026Q2: 292 shares 292 $63.5K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares 335 $63.5K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 727 shares; 2025Q1: 679 shares; 2025Q2: 660 shares; 2025Q3: 471 shares; 2025Q4: 472 shares; 2026Q1: not reported; 2026Q2: 806 shares 806 $63.1K 0.01% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: not reported; 2026Q2: 1,538 shares 1,538 $62.4K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 435 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 387 shares; 2026Q1: not reported; 2026Q2: 287 shares 287 $62.1K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: not reported; 2026Q2: 346 shares 346 $61.7K 0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 573 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: not reported; 2026Q2: 548 shares 548 $61.4K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: not reported; 2026Q2: 545 shares 545 $61.2K 0.01% new Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,485 shares; 2024Q4: 6,944 shares; 2025Q1: 5,442 shares; 2025Q2: 5,254 shares; 2025Q3: 2,941 shares; 2025Q4: 2,942 shares; 2026Q1: not reported; 2026Q2: 2,248 shares 2,248 $61K 0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 365 shares; 2025Q3: 303 shares; 2025Q4: 186 shares; 2026Q1: not reported; 2026Q2: 747 shares 747 $60.2K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $60.2K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $60.2K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,469 shares; 2024Q4: 24,279 shares; 2025Q1: 11,806 shares; 2025Q2: 13,196 shares; 2025Q3: 11,687 shares; 2025Q4: 12,423 shares; 2026Q1: not reported; 2026Q2: 258 shares 258 $60.1K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 245 shares; 2025Q4: 247 shares; 2026Q1: not reported; 2026Q2: 248 shares 248 $60K 0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,332 shares; 2024Q4: 13,786 shares; 2025Q1: 10,803 shares; 2025Q2: 8,659 shares; 2025Q3: 5,932 shares; 2025Q4: 5,932 shares; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $59.8K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: not reported; 2026Q2: 188 shares 188 $59.6K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: not reported; 2026Q2: 535 shares 535 $59K 0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $58.6K 0.01% 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; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 100 shares; 2025Q2: 168 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $57.7K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: not reported; 2026Q2: 161 shares 161 $57.1K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 458 shares; 2025Q4: 319 shares; 2026Q1: not reported; 2026Q2: 324 shares 324 $56.2K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 495 shares; 2025Q1: 497 shares; 2025Q2: 499 shares; 2025Q3: 502 shares; 2025Q4: 504 shares; 2026Q1: not reported; 2026Q2: 508 shares 508 $56K 0.01% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,042 shares; 2025Q1: 1,024 shares; 2025Q2: 1,006 shares; 2025Q3: 1,000 shares; 2025Q4: 962 shares; 2026Q1: not reported; 2026Q2: 949 shares 949 $55.5K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: not reported; 2026Q2: 979 shares 979 $55.2K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,448 shares; 2025Q4: 369 shares; 2026Q1: not reported; 2026Q2: 533 shares 533 $53.5K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: not reported; 2026Q2: 1,450 shares 1,450 $52.9K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 4,334 shares; 2025Q1: 5,156 shares; 2025Q2: 1,809 shares; 2025Q3: 1,160 shares; 2025Q4: 820 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $52.7K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: not reported; 2026Q2: 167 shares 167 $52.5K 0.01% new Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 913 shares; 2025Q1: 915 shares; 2025Q2: 917 shares; 2025Q3: 919 shares; 2025Q4: 921 shares; 2026Q1: not reported; 2026Q2: 925 shares 925 $52K 0.01% new Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: not reported; 2026Q2: 5,681 shares 5,681 $51.8K 0.01% new Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: not reported; 2026Q2: 1,141 shares 1,141 $50.7K 0.01% new Timeline MWH SOLV ENERGY INC More: the full row for SOLV ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $50.6K 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; 2024Q3: 348 shares; 2024Q4: 314 shares; 2025Q1: 315 shares; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 334 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $50.4K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: not reported; 2026Q2: 2,183 shares 2,183 $50.3K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: not reported; 2026Q2: 552 shares 552 $50.1K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $49.7K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $49.5K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 247 shares; 2025Q1: 248 shares; 2025Q2: 268 shares; 2025Q3: 246 shares; 2025Q4: 266 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $49.3K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 217 shares; 2026Q1: not reported; 2026Q2: 217 shares 217 $49.3K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 372 shares 372 $49.2K 0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $48.8K 0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 974 shares; 2026Q1: not reported; 2026Q2: 987 shares 987 $48.5K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $48.3K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: not reported; 2026Q2: 328 shares 328 $48K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $47.2K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $47.2K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $46K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 306 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: not reported; 2026Q2: 312 shares 312 $45.7K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 121 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: not reported; 2026Q2: 150 shares 150 $45.5K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 383 shares; 2025Q1: 386 shares; 2025Q2: 389 shares; 2025Q3: 355 shares; 2025Q4: 320 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $43.2K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: not reported; 2026Q2: 207 shares 207 $42.8K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 6,327 shares; 2025Q1: 72 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: not reported; 2026Q2: 457 shares 457 $42.7K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 1,843 shares; 2025Q1: 1,695 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 787 shares; 2026Q1: not reported; 2026Q2: 788 shares 788 $42.7K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: not reported; 2026Q2: 185 shares 185 $42.3K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 196 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 176 shares; 2026Q1: not reported; 2026Q2: 188 shares 188 $42.3K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 737 shares; 2025Q1: 663 shares; 2025Q2: 763 shares; 2025Q3: 404 shares; 2025Q4: 405 shares; 2026Q1: not reported; 2026Q2: 806 shares 806 $42.3K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 358 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: not reported; 2026Q2: 366 shares 366 $41.9K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: 4,053 shares; 2025Q1: 3,056 shares; 2025Q2: 3,203 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares; 2026Q1: not reported; 2026Q2: 7,176 shares 7,176 $41.8K <0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 2,865 shares; 2025Q1: 2,238 shares; 2025Q2: 1,977 shares; 2025Q3: 762 shares; 2025Q4: 763 shares; 2026Q1: not reported; 2026Q2: 388 shares 388 $41.8K <0.01% 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; 2024Q3: 309 shares; 2024Q4: 278 shares; 2025Q1: 246 shares; 2025Q2: 248 shares; 2025Q3: 243 shares; 2025Q4: 244 shares; 2026Q1: not reported; 2026Q2: 228 shares 228 $41.2K <0.01% new Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: not reported; 2026Q2: 276 shares 276 $41.1K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $40.9K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 426 shares; 2025Q2: 427 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: not reported; 2026Q2: 429 shares 429 $40.8K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 5,338 shares; 2025Q1: 738 shares; 2025Q2: 1,164 shares; 2025Q3: 584 shares; 2025Q4: 376 shares; 2026Q1: not reported; 2026Q2: 353 shares 353 $40.5K <0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 592 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $40.4K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: not reported; 2026Q2: 253 shares 253 $39.3K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 2,000 shares; 2025Q1: 958 shares; 2025Q2: 962 shares; 2025Q3: 965 shares; 2025Q4: 861 shares; 2026Q1: not reported; 2026Q2: 867 shares 867 $39.1K <0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $38.5K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: not reported; 2026Q2: 424 shares 424 $37.6K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $37.2K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $37.2K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $37.1K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: not reported; 2026Q2: 125 shares 125 $36.9K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: not reported; 2026Q2: 222 shares 222 $36.3K <0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: not reported; 2026Q2: 216 shares 216 $36K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: not reported; 2026Q2: 464 shares 464 $36K <0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $35.7K <0.01% 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; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $35.5K <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; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: not reported; 2026Q2: 107 shares 107 $35.4K <0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,587 shares; 2024Q4: 5,153 shares; 2025Q1: 3,434 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 809 shares; 2026Q1: not reported; 2026Q2: 809 shares 809 $35.2K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: not reported; 2026Q2: 84 shares 84 $34.9K <0.01% new Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $34.7K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 711 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $34.3K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: not reported; 2026Q2: 203 shares 203 $34.2K <0.01% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,384 shares; 2024Q4: 4,314 shares; 2025Q1: 3,230 shares; 2025Q2: 3,017 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares; 2026Q1: not reported; 2026Q2: 1,578 shares 1,578 $34.2K <0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,388 shares; 2025Q1: 405 shares; 2025Q2: 604 shares; 2025Q3: 122 shares; 2025Q4: 51 shares; 2026Q1: not reported; 2026Q2: 87 shares 87 $33.6K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: not reported; 2026Q2: 125 shares 125 $33.6K <0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: not reported; 2026Q2: 47 shares 47 $33.3K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 2,261 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $33.3K <0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: not reported; 2026Q2: 549 shares 549 $33.1K <0.01% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: not reported; 2026Q2: 507 shares 507 $32.9K <0.01% new Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $32.7K <0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $32.4K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares 377 $32.3K <0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: not reported; 2026Q2: 146 shares 146 $32K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: not reported; 2026Q2: 653 shares 653 $31.7K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 712 shares; 2025Q1: 634 shares; 2025Q2: 1,079 shares; 2025Q3: 374 shares; 2025Q4: 367 shares; 2026Q1: not reported; 2026Q2: 315 shares 315 $31.2K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: not reported; 2026Q2: 86 shares 86 $31K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 232 shares; 2025Q1: 224 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 152 shares; 2026Q1: not reported; 2026Q2: 152 shares 152 $30.5K <0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,798 shares; 2025Q1: 1,636 shares; 2025Q2: 1,853 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: not reported; 2026Q2: 494 shares 494 $30.2K <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 222 shares; 2025Q2: 117 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: not reported; 2026Q2: 119 shares 119 $29.9K <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $29.8K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 124 shares; 2026Q1: not reported; 2026Q2: 124 shares 124 $29.5K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 200 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: not reported; 2026Q2: 147 shares 147 $29.4K <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; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 400 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $29.3K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 491 shares; 2025Q1: 191 shares; 2025Q2: 188 shares; 2025Q3: 189 shares; 2025Q4: 172 shares; 2026Q1: not reported; 2026Q2: 173 shares 173 $29.3K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 474 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: not reported; 2026Q2: 342 shares 342 $29K <0.01% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,863 shares; 2025Q1: 1,534 shares; 2025Q2: 1,543 shares; 2025Q3: 1,548 shares; 2025Q4: 609 shares; 2026Q1: not reported; 2026Q2: 348 shares 348 $28.8K <0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $28.6K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 274 shares; 2025Q1: 294 shares; 2025Q2: 239 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: not reported; 2026Q2: 217 shares 217 $28.3K <0.01% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: 362 shares 362 $28K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 600 shares; 2026Q1: not reported; 2026Q2: 600 shares 600 $28K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 410 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $27.8K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: not reported; 2026Q2: 2,379 shares 2,379 $27.7K <0.01% 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; 2024Q3: 1,815 shares; 2024Q4: 1,330 shares; 2025Q1: 902 shares; 2025Q2: 799 shares; 2025Q3: 780 shares; 2025Q4: 499 shares; 2026Q1: not reported; 2026Q2: 264 shares 264 $27K <0.01% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $26.6K <0.01% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 625 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 315 shares; 2026Q1: not reported; 2026Q2: 669 shares 669 $26.4K <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; 2024Q3: 1,177 shares; 2024Q4: 688 shares; 2025Q1: 666 shares; 2025Q2: 677 shares; 2025Q3: 687 shares; 2025Q4: 697 shares; 2026Q1: not reported; 2026Q2: 713 shares 713 $26.3K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $26.3K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,717 shares; 2025Q1: 2,190 shares; 2025Q2: 2,191 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $25.8K <0.01% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: not reported; 2026Q2: 169 shares 169 $25.2K <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; 2024Q3: 36 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 228 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: not reported; 2026Q2: 114 shares 114 $24.6K <0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $24.2K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: not reported; 2026Q2: 147 shares 147 $24K <0.01% 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; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares; 2026Q1: not reported; 2026Q2: 289 shares 289 $24K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 123 shares 123 $23.9K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 134 shares; 2026Q1: not reported; 2026Q2: 134 shares 134 $23.6K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: not reported; 2026Q2: 145 shares 145 $23.6K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $23.5K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 488 shares; 2025Q1: 292 shares; 2025Q2: 276 shares; 2025Q3: 261 shares; 2025Q4: 222 shares; 2026Q1: not reported; 2026Q2: 216 shares 216 $23.3K <0.01% new Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: not reported; 2025Q4: 459 shares; 2026Q1: not reported; 2026Q2: 459 shares 459 $23.2K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $22.8K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: not reported; 2026Q2: 66 shares 66 $22.6K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: not reported; 2026Q2: 16 shares 16 $22.5K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $22.4K <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; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: not reported; 2026Q2: 482 shares 482 $22.4K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $22.1K <0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $22K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: not reported; 2026Q2: 389 shares 389 $21.9K <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 497 shares; 2025Q4: 409 shares; 2026Q1: not reported; 2026Q2: 261 shares 261 $21.4K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 117 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: not reported; 2026Q2: 96 shares 96 $21.4K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 66 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: not reported; 2026Q2: 67 shares 67 $21.4K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 166 shares; 2025Q2: 257 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: not reported; 2026Q2: 287 shares 287 $20.9K <0.01% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 571 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 574 shares; 2025Q4: 508 shares; 2026Q1: not reported; 2026Q2: 513 shares 513 $20.6K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 1,601 shares; 2025Q1: 1,594 shares; 2025Q2: 881 shares; 2025Q3: 1,321 shares; 2025Q4: 881 shares; 2026Q1: not reported; 2026Q2: 772 shares 772 $20.6K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 142 shares; 2026Q1: not reported; 2026Q2: 142 shares 142 $20.2K <0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $20.1K <0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: not reported; 2026Q2: 398 shares 398 $19.6K <0.01% new Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 594 shares; 2025Q1: 401 shares; 2025Q2: 383 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: not reported; 2026Q2: 366 shares 366 $19.5K <0.01% new Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 2,571 shares; 2025Q1: 2,325 shares; 2025Q2: 2,448 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: not reported; 2026Q2: 558 shares 558 $19.2K <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; 2024Q3: 1,319 shares; 2024Q4: 1,851 shares; 2025Q1: 2,956 shares; 2025Q2: 2,811 shares; 2025Q3: 3,503 shares; 2025Q4: 3,708 shares; 2026Q1: 5,224 shares; 2026Q2: 72 shares 72 $18.8K <0.01% -5,152 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 184 shares; 2026Q1: not reported; 2026Q2: 184 shares 184 $18.7K <0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 640 shares; 2025Q1: 383 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: not reported; 2026Q2: 372 shares 372 $18.7K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,012 shares; 2024Q4: 3,366 shares; 2025Q1: 3,237 shares; 2025Q2: 2,851 shares; 2025Q3: 399 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $18.4K <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 351 shares; 2025Q1: 352 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 177 shares; 2026Q1: not reported; 2026Q2: 178 shares 178 $18.2K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 373 shares; 2025Q3: 259 shares; 2025Q4: 95 shares; 2026Q1: not reported; 2026Q2: 94 shares 94 $18.2K <0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $17.7K <0.01% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 579 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 571 shares; 2025Q4: 365 shares; 2026Q1: not reported; 2026Q2: 366 shares 366 $17.7K <0.01% 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; 2024Q3: 635 shares; 2024Q4: 142 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: not reported; 2026Q2: 44 shares 44 $17.6K <0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: not reported; 2026Q2: 519 shares 519 $17.5K <0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 1,515 shares; 2025Q1: 1,293 shares; 2025Q2: 1,203 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: not reported; 2026Q2: 373 shares 373 $17.5K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 250 shares 250 $17.4K <0.01% new Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $17.4K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 624 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 313 shares; 2026Q1: not reported; 2026Q2: 313 shares 313 $17.4K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 892 shares; 2025Q3: 851 shares; 2025Q4: 501 shares; 2026Q1: not reported; 2026Q2: 155 shares 155 $17.3K <0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 570 shares; 2025Q3: 574 shares; 2025Q4: 588 shares; 2026Q1: not reported; 2026Q2: 593 shares 593 $17.2K <0.01% new Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $17.2K <0.01% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 931 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: not reported; 2026Q2: 237 shares 237 $16.9K <0.01% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares 31 $16.9K <0.01% new Timeline