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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253,424 shares; 2025Q3: 259,111 shares; 2025Q4: 259,396 shares; 2026Q1: 290,204 shares; 2026Q2: 296,733 shares 296,733 $86.2M 10.85% +6,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,569,960 shares; 2025Q3: 1,617,433 shares; 2025Q4: 1,643,186 shares; 2026Q1: 1,798,727 shares; 2026Q2: 1,867,208 shares 1,867,208 $75.1M 9.46% +68,481 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309,618 shares; 2024Q4: 1,356,697 shares; 2025Q1: 1,433,911 shares; 2025Q2: 1,550,283 shares; 2025Q3: 186 shares; 2025Q4: 1,562,526 shares; 2026Q1: 1,696,212 shares; 2026Q2: 1,742,873 shares 1,742,873 $55.1M 6.94% +46,661 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: 195,289 shares; 2024Q4: 458,093 shares; 2025Q1: 476,356 shares; 2025Q2: 511,320 shares; 2025Q3: 78 shares; 2025Q4: 530,941 shares; 2026Q1: 585,094 shares; 2026Q2: 609,041 shares 609,041 $46.1M 5.8% +23,947 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,226 shares; 2024Q4: 371,476 shares; 2025Q1: 399,823 shares; 2025Q2: 435,547 shares; 2025Q3: 443,175 shares; 2025Q4: 433,586 shares; 2026Q1: 471,147 shares; 2026Q2: 481,038 shares 481,038 $41.6M 5.24% +9,891 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: 310,146 shares; 2024Q4: 311,080 shares; 2025Q1: 329,167 shares; 2025Q2: 354,086 shares; 2025Q3: 361,000 shares; 2025Q4: 352,307 shares; 2026Q1: 382,492 shares; 2026Q2: 390,783 shares 390,783 $37.3M 4.7% +8,291 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: 802 shares; 2024Q4: 729 shares; 2025Q1: 1,143 shares; 2025Q2: 706 shares; 2025Q3: 10,839 shares; 2025Q4: 11,541 shares; 2026Q1: 17,958 shares; 2026Q2: 28,527 shares 28,527 $21.4M 2.7% +10,569 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,997 shares; 2024Q4: 163,761 shares; 2025Q1: 164,936 shares; 2025Q2: 173,289 shares; 2025Q3: 176,089 shares; 2025Q4: 169,980 shares; 2026Q1: 178,460 shares; 2026Q2: 180,323 shares 180,323 $21M 2.65% +1,863 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,951 shares; 2024Q4: 141,362 shares; 2025Q1: 151,420 shares; 2025Q2: 167,757 shares; 2025Q3: 172,308 shares; 2025Q4: 174,781 shares; 2026Q1: 200,966 shares; 2026Q2: 208,847 shares 208,847 $20.4M 2.56% +7,881 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,461 shares; 2024Q4: 307,970 shares; 2025Q1: 318,044 shares; 2025Q2: 339,170 shares; 2025Q3: 349,164 shares; 2025Q4: 352,931 shares; 2026Q1: 385,864 shares; 2026Q2: 402,928 shares 402,928 $18.7M 2.35% +17,064 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,648 shares; 2024Q4: 188,711 shares; 2025Q1: 199,717 shares; 2025Q2: 218,908 shares; 2025Q3: 223,113 shares; 2025Q4: 217,577 shares; 2026Q1: 235,621 shares; 2026Q2: 244,171 shares 244,171 $18.4M 2.32% +8,550 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: 106 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 318,008 shares; 2025Q3: 2,064 shares; 2025Q4: 353,192 shares; 2026Q1: 416,262 shares; 2026Q2: 432,725 shares 432,725 $17.7M 2.23% +16,463 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: 134,097 shares; 2024Q4: 123,604 shares; 2025Q1: 133,927 shares; 2025Q2: 34,577 shares; 2025Q3: 32,382 shares; 2025Q4: 27,439 shares; 2026Q1: 25,321 shares; 2026Q2: 24,844 shares 24,844 $17.5M 2.21% -477 Timeline NANR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 188,240 shares; 2026Q1: 198,105 shares; 2026Q2: 206,378 shares 206,378 $16.7M 2.1% +8,273 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,483 shares; 2024Q4: 7,376 shares; 2025Q1: 8,525 shares; 2025Q2: 5,210 shares; 2025Q3: 180,598 shares; 2025Q4: 195,060 shares; 2026Q1: 253,664 shares; 2026Q2: 339,310 shares 339,310 $15.4M 1.94% +85,646 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 130,629 shares; 2026Q1: 142,032 shares; 2026Q2: 146,722 shares 146,722 $15.4M 1.94% +4,690 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,565 shares; 2024Q4: 239,753 shares; 2025Q1: 236,098 shares; 2025Q2: 245,995 shares; 2025Q3: 420 shares; 2025Q4: 246,096 shares; 2026Q1: 292,838 shares; 2026Q2: 302,568 shares 302,568 $15.3M 1.92% +9,730 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: 1,013,244 shares; 2024Q4: 1,065,048 shares; 2025Q1: 1,128,827 shares; 2025Q2: 297,115 shares; 2025Q3: 445 shares; 2025Q4: 232,473 shares; 2026Q1: 218,756 shares; 2026Q2: 211,676 shares 211,676 $14.9M 1.88% -7,080 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: 19,227 shares; 2024Q4: 27,335 shares; 2025Q1: 29,604 shares; 2025Q2: 29,472 shares; 2025Q3: 33,022 shares; 2025Q4: 27,237 shares; 2026Q1: 29,522 shares; 2026Q2: 29,132 shares 29,132 $9.49M 1.2% -390 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: 1,634 shares; 2024Q4: 1,555 shares; 2025Q1: 2,483 shares; 2025Q2: 1,781 shares; 2025Q3: 38,096 shares; 2025Q4: 41,071 shares; 2026Q1: 57,269 shares; 2026Q2: 64,066 shares 64,066 $8.71M 1.1% +6,797 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,021 shares; 2025Q1: 2,261 shares; 2025Q2: 1,146 shares; 2025Q3: 88,144 shares; 2025Q4: 96,169 shares; 2026Q1: 115,299 shares; 2026Q2: 128,033 shares 128,033 $8.68M 1.09% +12,734 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,029 shares; 2024Q4: 21,705 shares; 2025Q1: 28,418 shares; 2025Q2: 29,198 shares; 2025Q3: 23 shares; 2025Q4: 30,818 shares; 2026Q1: 34,056 shares; 2026Q2: 34,580 shares 34,580 $7.33M 0.92% +524 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: 158 shares; 2024Q4: 150 shares; 2025Q1: 484 shares; 2025Q2: 244 shares; 2025Q3: 17,031 shares; 2025Q4: 25,820 shares; 2026Q1: 34,367 shares; 2026Q2: 31,447 shares 31,447 $7.26M 0.91% -2,920 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: 2,646 shares; 2024Q4: 2,609 shares; 2025Q1: 2,939 shares; 2025Q2: 1,715 shares; 2025Q3: 54,296 shares; 2025Q4: 66,848 shares; 2026Q1: 86,362 shares; 2026Q2: 70,119 shares 70,119 $5.54M 0.7% -16,243 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,342 shares; 2024Q4: 100,673 shares; 2025Q1: 101,113 shares; 2025Q2: 106,623 shares; 2025Q3: 105,564 shares; 2025Q4: 110,655 shares; 2026Q1: 110,171 shares; 2026Q2: 114,214 shares 114,214 $5.3M 0.67% +4,043 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 1,248 shares; 2025Q3: 162 shares; 2025Q4: 2,932 shares; 2026Q1: 132,091 shares; 2026Q2: 138,794 shares 138,794 $4.73M 0.6% +6,703 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 2,381 shares; 2025Q1: 2,279 shares; 2025Q2: 1,964 shares; 2025Q3: 25,390 shares; 2025Q4: 32,140 shares; 2026Q1: 166,142 shares; 2026Q2: 194,584 shares 194,584 $4.38M 0.55% +28,442 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 1,218 shares; 2025Q1: 1,316 shares; 2025Q2: 900 shares; 2025Q3: 5,269 shares; 2025Q4: 5,208 shares; 2026Q1: 31,009 shares; 2026Q2: 35,881 shares 35,881 $4.33M 0.55% +4,872 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 960 shares; 2025Q1: 980 shares; 2025Q2: 736 shares; 2025Q3: 26,477 shares; 2025Q4: 29,866 shares; 2026Q1: 38,726 shares; 2026Q2: 44,293 shares 44,293 $4.13M 0.52% +5,567 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 257 shares; 2025Q3: 55,498 shares; 2025Q4: 61,769 shares; 2026Q1: 92,274 shares; 2026Q2: 90,499 shares 90,499 $4.1M 0.52% -1,775 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,445 shares; 2025Q1: 2,060 shares; 2025Q2: 1,516 shares; 2025Q3: 60,345 shares; 2025Q4: 58,398 shares; 2026Q1: 74,083 shares; 2026Q2: 45,023 shares 45,023 $3.58M 0.45% -29,060 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: 4,320 shares; 2024Q4: 5,581 shares; 2025Q1: 13,142 shares; 2025Q2: 12,285 shares; 2025Q3: 14,152 shares; 2025Q4: 13,920 shares; 2026Q1: 14,761 shares; 2026Q2: 14,306 shares 14,306 $3.5M 0.44% -455 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: 1,356 shares; 2024Q4: 1,311 shares; 2025Q1: 1,932 shares; 2025Q2: 1,507 shares; 2025Q3: 10,988 shares; 2025Q4: 5,425 shares; 2026Q1: 5,228 shares; 2026Q2: 5,033 shares 5,033 $3.46M 0.44% -195 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 669 shares; 2025Q2: 623 shares; 2025Q3: 34,511 shares; 2025Q4: 36,901 shares; 2026Q1: 38,424 shares; 2026Q2: 34,856 shares 34,856 $3.4M 0.43% -3,568 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 53,290 shares; 2026Q2: 62,136 shares 62,136 $3.06M 0.39% +8,846 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 83,902 shares; 2026Q2: 87,244 shares 87,244 $3.02M 0.38% +3,342 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: not reported; 2024Q4: 62 shares; 2025Q1: 149 shares; 2025Q2: 62 shares; 2025Q3: 4,268 shares; 2025Q4: 7,266 shares; 2026Q1: 10,522 shares; 2026Q2: 9,333 shares 9,333 $2.93M 0.37% -1,189 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,771 shares; 2024Q4: 92,557 shares; 2025Q1: 94,092 shares; 2025Q2: 100,791 shares; 2025Q3: 101,248 shares; 2025Q4: 106,937 shares; 2026Q1: 104,094 shares; 2026Q2: 107,505 shares 107,505 $2.9M 0.37% +3,411 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: 1,646 shares; 2024Q4: 2,170 shares; 2025Q1: 3,488 shares; 2025Q2: 1,018 shares; 2025Q3: 20,697 shares; 2025Q4: 20,855 shares; 2026Q1: 25,890 shares; 2026Q2: 27,125 shares 27,125 $2.87M 0.36% +1,235 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 629 shares; 2025Q3: 53,442 shares; 2025Q4: 57,642 shares; 2026Q1: 79,733 shares; 2026Q2: 64,951 shares 64,951 $2.78M 0.35% -14,782 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 93,945 shares 93,945 $2.71M 0.34% 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: 251,294 shares; 2024Q4: 224,966 shares; 2025Q1: 220,358 shares; 2025Q2: 221,614 shares; 2025Q3: 732 shares; 2025Q4: 225,867 shares; 2026Q1: 82,366 shares; 2026Q2: 79,107 shares 79,107 $2.6M 0.33% -3,259 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: 873 shares; 2024Q4: 4,907 shares; 2025Q1: 5,326 shares; 2025Q2: 7,102 shares; 2025Q3: 7,733 shares; 2025Q4: 7,092 shares; 2026Q1: 7,358 shares; 2026Q2: 7,337 shares 7,337 $2.55M 0.32% -21 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: 12 shares; 2024Q4: not reported; 2025Q1: 5,651 shares; 2025Q2: 6,286 shares; 2025Q3: 851 shares; 2025Q4: 5,428 shares; 2026Q1: 6,257 shares; 2026Q2: 5,532 shares 5,532 $2.44M 0.31% -725 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,633 shares; 2024Q4: 15,505 shares; 2025Q1: 15,543 shares; 2025Q2: 16,311 shares; 2025Q3: 16,685 shares; 2025Q4: 16,823 shares; 2026Q1: 19,910 shares; 2026Q2: 18,883 shares 18,883 $2.28M 0.29% -1,027 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 196 shares; 2025Q3: 982 shares; 2025Q4: 2,503 shares; 2026Q1: 5,664 shares; 2026Q2: 5,915 shares 5,915 $2.24M 0.28% +251 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,106 shares 44,106 $2.2M 0.28% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 55,505 shares; 2026Q2: 69,238 shares 69,238 $2.18M 0.27% +13,733 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10 shares; 2026Q2: 59,308 shares 59,308 $2.13M 0.27% +59,298 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: 2,657 shares; 2024Q4: 2,623 shares; 2025Q1: 4,540 shares; 2025Q2: 4,607 shares; 2025Q3: 5,406 shares; 2025Q4: 4,867 shares; 2026Q1: 5,351 shares; 2026Q2: 5,285 shares 5,285 $2.06M 0.26% -66 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,734 shares; 2024Q4: 285,729 shares; 2025Q1: 310,707 shares; 2025Q2: 77,610 shares; 2025Q3: 74,855 shares; 2025Q4: 52,496 shares; 2026Q1: 47,905 shares; 2026Q2: 44,430 shares 44,430 $2.02M 0.25% -3,475 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,844 shares; 2024Q4: 7,757 shares; 2025Q1: 7,374 shares; 2025Q2: 7,267 shares; 2025Q3: 7,338 shares; 2025Q4: 6,982 shares; 2026Q1: 6,988 shares; 2026Q2: 6,993 shares 6,993 $1.98M 0.25% +5 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,240 shares; 2025Q2: 42,240 shares; 2025Q3: 798 shares; 2025Q4: 42,921 shares; 2026Q1: 42,922 shares; 2026Q2: 42,921 shares 42,921 $1.96M 0.25% -1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,185 shares; 2024Q4: 5,196 shares; 2025Q1: 5,236 shares; 2025Q2: 5,246 shares; 2025Q3: 5,320 shares; 2025Q4: 5,339 shares; 2026Q1: 5,453 shares; 2026Q2: 5,454 shares 5,454 $1.9M 0.24% +1 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: 2,328 shares; 2024Q4: 2,381 shares; 2025Q1: 3,153 shares; 2025Q2: 3,294 shares; 2025Q3: 2,995 shares; 2025Q4: 4,226 shares; 2026Q1: 5,091 shares; 2026Q2: 5,160 shares 5,160 $1.77M 0.22% +69 Timeline LMUB 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: 33,337 shares; 2026Q2: 34,888 shares 34,888 $1.75M 0.22% +1,551 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,196 shares; 2025Q2: 33,196 shares; 2025Q3: 33,196 shares; 2025Q4: 33,196 shares; 2026Q1: 33,196 shares; 2026Q2: 33,196 shares 33,196 $1.62M 0.2% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,660 shares; 2024Q4: 29,681 shares; 2025Q1: 30,069 shares; 2025Q2: 31,727 shares; 2025Q3: 189 shares; 2025Q4: 32,747 shares; 2026Q1: 31,719 shares; 2026Q2: 32,050 shares 32,050 $1.44M 0.18% +331 Timeline FBCG 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: 496 shares; 2025Q4: 9,458 shares; 2026Q1: 23,532 shares; 2026Q2: 21,713 shares 21,713 $1.32M 0.17% -1,819 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,061 shares; 2024Q4: 14,089 shares; 2025Q1: 14,963 shares; 2025Q2: 15,853 shares; 2025Q3: 14,487 shares; 2025Q4: 12,134 shares; 2026Q1: 13,272 shares; 2026Q2: 13,155 shares 13,155 $1.27M 0.16% -117 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,820 shares; 2026Q2: 25,061 shares 25,061 $1.19M 0.15% +1,241 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: 1,033 shares; 2024Q4: 1,193 shares; 2025Q1: 2,189 shares; 2025Q2: 2,212 shares; 2025Q3: 2,747 shares; 2025Q4: 2,582 shares; 2026Q1: 2,935 shares; 2026Q2: 2,987 shares 2,987 $1.19M 0.15% +52 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 325 shares; 2025Q2: 258 shares; 2025Q3: 878 shares; 2025Q4: 2,662 shares; 2026Q1: 13,086 shares; 2026Q2: 13,453 shares 13,453 $1.18M 0.15% +367 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: 669 shares; 2024Q4: 1,082 shares; 2025Q1: 1,669 shares; 2025Q2: 1,556 shares; 2025Q3: 1,820 shares; 2025Q4: 1,782 shares; 2026Q1: 1,912 shares; 2026Q2: 1,872 shares 1,872 $1.17M 0.15% -40 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: 110 shares; 2025Q3: 110 shares; 2025Q4: 816 shares; 2026Q1: 18,624 shares; 2026Q2: 18,773 shares 18,773 $1.17M 0.15% +149 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: 629 shares; 2024Q4: 592 shares; 2025Q1: 1,064 shares; 2025Q2: 634 shares; 2025Q3: 20,613 shares; 2025Q4: 12,738 shares; 2026Q1: 17,053 shares; 2026Q2: 5,379 shares 5,379 $1.17M 0.15% -11,674 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,333 shares; 2025Q1: 2,855 shares; 2025Q2: 3,001 shares; 2025Q3: 40 shares; 2025Q4: 3,003 shares; 2026Q1: 3,353 shares; 2026Q2: 3,410 shares 3,410 $1.17M 0.15% +57 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: 2,317 shares; 2024Q4: 2,233 shares; 2025Q1: 2,806 shares; 2025Q2: 2,648 shares; 2025Q3: 113 shares; 2025Q4: 2,664 shares; 2026Q1: 2,812 shares; 2026Q2: 3,083 shares 3,083 $1.15M 0.15% +271 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: 6,586 shares; 2024Q4: 6,646 shares; 2025Q1: 6,725 shares; 2025Q2: 7,330 shares; 2025Q3: 8,823 shares; 2025Q4: 18,645 shares; 2026Q1: 18,060 shares; 2026Q2: 18,393 shares 18,393 $1.09M 0.14% +333 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 859 shares; 2025Q1: 1,212 shares; 2025Q2: 802 shares; 2025Q3: 37,244 shares; 2025Q4: 42,596 shares; 2026Q1: 42,781 shares; 2026Q2: 20,954 shares 20,954 $1.09M 0.14% -21,827 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 1,112 shares; 2025Q1: 1,318 shares; 2025Q2: 973 shares; 2025Q3: 22,864 shares; 2025Q4: 24,187 shares; 2026Q1: 11,849 shares; 2026Q2: 14,008 shares 14,008 $1.09M 0.14% +2,159 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: 1,595 shares; 2024Q4: 1,553 shares; 2025Q1: 3,067 shares; 2025Q2: 1,471 shares; 2025Q3: 34 shares; 2025Q4: 1,392 shares; 2026Q1: 1,502 shares; 2026Q2: 1,440 shares 1,440 $1.08M 0.14% -62 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,651 shares; 2026Q2: 5,738 shares 5,738 $1.04M 0.13% +87 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 11,485 shares; 2025Q1: 11,733 shares; 2025Q2: 11,643 shares; 2025Q3: 288 shares; 2025Q4: 11,780 shares; 2026Q1: 12,905 shares; 2026Q2: 12,998 shares 12,998 $1.03M 0.13% +93 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 29,197 shares; 2026Q2: 30,044 shares 30,044 $1.03M 0.13% +847 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares; 2026Q2: 7,901 shares 7,901 $984K 0.12% +482 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: 802 shares; 2024Q4: 786 shares; 2025Q1: 1,029 shares; 2025Q2: 1,158 shares; 2025Q3: 3,769 shares; 2025Q4: 3,451 shares; 2026Q1: 3,664 shares; 2026Q2: 3,637 shares 3,637 $930K 0.12% -27 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 69 shares; 2026Q1: 8,789 shares; 2026Q2: 11,308 shares 11,308 $924K 0.12% +2,519 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,755 shares; 2025Q1: 1,769 shares; 2025Q2: 1,779 shares; 2025Q3: 1,782 shares; 2025Q4: 1,786 shares; 2026Q1: 1,805 shares; 2026Q2: 1,806 shares 1,806 $885K 0.11% +1 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 10,509 shares; 2026Q2: 10,920 shares 10,920 $878K 0.11% +411 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: 5,175 shares; 2024Q4: 4,953 shares; 2025Q1: 8,279 shares; 2025Q2: 5,012 shares; 2025Q3: 603 shares; 2025Q4: 15,298 shares; 2026Q1: 16,446 shares; 2026Q2: 17,158 shares 17,158 $820K 0.1% +712 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: 1,399 shares; 2024Q4: 1,381 shares; 2025Q1: 1,324 shares; 2025Q2: 980 shares; 2025Q3: 1,288 shares; 2025Q4: 1,166 shares; 2026Q1: 15,385 shares; 2026Q2: 8,761 shares 8,761 $817K 0.1% -6,624 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,118 shares; 2026Q2: 9,247 shares 9,247 $816K 0.1% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 357 shares; 2026Q1: 5,485 shares; 2026Q2: 5,734 shares 5,734 $796K 0.1% +249 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 2,787 shares; 2025Q1: 3,838 shares; 2025Q2: 2,837 shares; 2025Q3: 119 shares; 2025Q4: 10,381 shares; 2026Q1: 9,269 shares; 2026Q2: 9,831 shares 9,831 $762K 0.1% +562 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,233 shares; 2025Q1: 2,166 shares; 2025Q2: 1,875 shares; 2025Q3: 1,730 shares; 2025Q4: 1,734 shares; 2026Q1: 1,811 shares; 2026Q2: 1,813 shares 1,813 $741K 0.09% +2 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 596 shares; 2025Q2: 501 shares; 2025Q3: 409 shares; 2025Q4: 460 shares; 2026Q1: 4,257 shares; 2026Q2: 4,457 shares 4,457 $730K 0.09% +200 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: 14,714 shares; 2024Q4: 9,746 shares; 2025Q1: 9,142 shares; 2025Q2: 6,848 shares; 2025Q3: 6,880 shares; 2025Q4: 5,442 shares; 2026Q1: 5,054 shares; 2026Q2: 4,637 shares 4,637 $676K 0.09% -417 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: 6,701 shares; 2024Q4: 6,819 shares; 2025Q1: 5,947 shares; 2025Q2: 6,058 shares; 2025Q3: 6,149 shares; 2025Q4: 6,351 shares; 2026Q1: 9,274 shares; 2026Q2: 9,815 shares 9,815 $673K 0.08% +541 Timeline GSUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,463 shares; 2026Q2: 6,463 shares 6,463 $668K 0.08% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 5,413 shares; 2025Q2: 5,652 shares; 2025Q3: 7,395 shares; 2025Q4: 7,889 shares; 2026Q1: 15,720 shares; 2026Q2: 17,635 shares 17,635 $658K 0.08% +1,915 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,209 shares; 2024Q4: 182,390 shares; 2025Q1: 193,432 shares; 2025Q2: 213,281 shares; 2025Q3: 71 shares; 2025Q4: 11,106 shares; 2026Q1: 10,465 shares; 2026Q2: 10,188 shares 10,188 $656K 0.08% -277 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: 1,108 shares; 2024Q4: 1,044 shares; 2025Q1: 1,141 shares; 2025Q2: 1,109 shares; 2025Q3: 1,263 shares; 2025Q4: 1,234 shares; 2026Q1: 1,293 shares; 2026Q2: 1,269 shares 1,269 $646K 0.08% -24 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,151 shares 4,151 $641K 0.08% 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: 2,456 shares; 2024Q4: 2,285 shares; 2025Q1: 3,902 shares; 2025Q2: 2,291 shares; 2025Q3: 1,430 shares; 2025Q4: 11,303 shares; 2026Q1: 11,027 shares; 2026Q2: 10,511 shares 10,511 $618K 0.08% -516 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: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 187 shares; 2026Q1: 4,120 shares; 2026Q2: 4,324 shares 4,324 $608K 0.08% +204 Timeline SYSB 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: 4,844 shares; 2026Q1: 6,337 shares; 2026Q2: 6,939 shares 6,939 $606K 0.08% +602 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: 814 shares; 2024Q4: 835 shares; 2025Q1: 899 shares; 2025Q2: 838 shares; 2025Q3: 900 shares; 2025Q4: 894 shares; 2026Q1: 1,191 shares; 2026Q2: 1,231 shares 1,231 $602K 0.08% +40 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: 288 shares; 2024Q4: 289 shares; 2025Q1: 363 shares; 2025Q2: 332 shares; 2025Q3: 395 shares; 2025Q4: 435 shares; 2026Q1: 534 shares; 2026Q2: 557 shares 557 $534K 0.07% +23 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: 114 shares; 2024Q4: 107 shares; 2025Q1: 432 shares; 2025Q2: 1,267 shares; 2025Q3: 1,320 shares; 2025Q4: 381 shares; 2026Q1: 438 shares; 2026Q2: 450 shares 450 $523K 0.07% +12 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 42,755 shares; 2026Q1: 10,341 shares; 2026Q2: 8,629 shares 8,629 $490K 0.06% -1,712 Timeline USXF 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: 764 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 464 shares; 2026Q1: 6,954 shares; 2026Q2: 7,249 shares 7,249 $487K 0.06% +295 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: 692 shares; 2024Q4: 572 shares; 2025Q1: 686 shares; 2025Q2: 583 shares; 2025Q3: 1,714 shares; 2025Q4: 2,745 shares; 2026Q1: 5,362 shares; 2026Q2: 4,935 shares 4,935 $482K 0.06% -427 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,138 shares; 2024Q4: 10,600 shares; 2025Q1: 17,488 shares; 2025Q2: 17,479 shares; 2025Q3: 3,077 shares; 2025Q4: 16,891 shares; 2026Q1: 16,831 shares; 2026Q2: 16,662 shares 16,662 $481K 0.06% -169 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: 566 shares; 2024Q4: 581 shares; 2025Q1: 1,146 shares; 2025Q2: 1,658 shares; 2025Q3: 339 shares; 2025Q4: 2,376 shares; 2026Q1: 2,473 shares; 2026Q2: 2,440 shares 2,440 $474K 0.06% -33 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,224 shares; 2024Q4: 19,652 shares; 2025Q1: 19,199 shares; 2025Q2: 19,324 shares; 2025Q3: 129 shares; 2025Q4: 16,932 shares; 2026Q1: 16,932 shares; 2026Q2: 17,034 shares 17,034 $466K 0.06% +102 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: 267 shares; 2024Q4: 295 shares; 2025Q1: 314 shares; 2025Q2: 421 shares; 2025Q3: 38 shares; 2025Q4: 766 shares; 2026Q1: 851 shares; 2026Q2: 836 shares 836 $462K 0.06% -15 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,784 shares; 2024Q4: 7,784 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 165 shares; 2025Q4: 7,788 shares; 2026Q1: 7,788 shares; 2026Q2: 7,788 shares 7,788 $448K 0.06% 0 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: 3,837 shares 3,837 $442K 0.06% new 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: 495 shares; 2024Q4: 504 shares; 2025Q1: 1,026 shares; 2025Q2: 1,027 shares; 2025Q3: 344 shares; 2025Q4: 1,128 shares; 2026Q1: 1,156 shares; 2026Q2: 1,237 shares 1,237 $437K 0.06% +81 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: 482 shares; 2024Q4: 1,081 shares; 2025Q1: 1,177 shares; 2025Q2: 1,473 shares; 2025Q3: 1,568 shares; 2025Q4: 1,261 shares; 2026Q1: 2,003 shares; 2026Q2: 2,111 shares 2,111 $434K 0.05% +108 Timeline SUSC 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: 917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 20,386 shares; 2026Q2: 19,053 shares 19,053 $434K 0.05% -1,333 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,898 shares; 2025Q1: 4,427 shares; 2025Q2: 4,081 shares; 2025Q3: 3,675 shares; 2025Q4: 3,866 shares; 2026Q1: 6,645 shares; 2026Q2: 8,770 shares 8,770 $430K 0.05% +2,125 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: 1,542 shares; 2024Q4: 1,572 shares; 2025Q1: 2,004 shares; 2025Q2: 1,694 shares; 2025Q3: 1,250 shares; 2025Q4: 1,637 shares; 2026Q1: 1,653 shares; 2026Q2: 1,687 shares 1,687 $427K 0.05% +34 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: 552 shares; 2024Q4: 491 shares; 2025Q1: 1,827 shares; 2025Q2: 720 shares; 2025Q3: 21 shares; 2025Q4: 862 shares; 2026Q1: 1,929 shares; 2026Q2: 1,149 shares 1,149 $424K 0.05% -780 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: 441 shares; 2024Q4: 378 shares; 2025Q1: 635 shares; 2025Q2: 426 shares; 2025Q3: 162 shares; 2025Q4: 1,790 shares; 2026Q1: 1,791 shares; 2026Q2: 1,732 shares 1,732 $412K 0.05% -59 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,478 shares; 2025Q4: 3,593 shares; 2026Q1: 3,594 shares; 2026Q2: 3,593 shares 3,593 $408K 0.05% -1 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: 127 shares; 2024Q4: 132 shares; 2025Q1: 202 shares; 2025Q2: 229 shares; 2025Q3: 56 shares; 2025Q4: 458 shares; 2026Q1: 3,545 shares; 2026Q2: 3,518 shares 3,518 $407K 0.05% -27 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,265 shares; 2025Q1: 3,392 shares; 2025Q2: 2,311 shares; 2025Q3: 5,268 shares; 2025Q4: 7,845 shares; 2026Q1: 8,931 shares; 2026Q2: 8,750 shares 8,750 $404K 0.05% -181 Timeline EAGG 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: 176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,448 shares; 2026Q2: 8,631 shares 8,631 $403K 0.05% +2,183 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: 777 shares; 2024Q4: 785 shares; 2025Q1: 1,760 shares; 2025Q2: 2,394 shares; 2025Q3: 296 shares; 2025Q4: 2,421 shares; 2026Q1: 2,658 shares; 2026Q2: 2,677 shares 2,677 $399K 0.05% +19 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 2,121 shares; 2025Q1: 2,922 shares; 2025Q2: 2,902 shares; 2025Q3: 3,322 shares; 2025Q4: 2,685 shares; 2026Q1: 2,980 shares; 2026Q2: 3,033 shares 3,033 $387K 0.05% +53 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,858 shares; 2024Q4: 3,869 shares; 2025Q1: 3,941 shares; 2025Q2: 3,954 shares; 2025Q3: 446 shares; 2025Q4: 3,987 shares; 2026Q1: 4,045 shares; 2026Q2: 4,027 shares 4,027 $375K 0.05% -18 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 58 shares; 2025Q4: 4,957 shares; 2026Q1: 4,867 shares; 2026Q2: 4,816 shares 4,816 $366K 0.05% -51 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: 1,937 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares; 2026Q1: 3,671 shares; 2026Q2: 3,402 shares 3,402 $352K 0.04% -269 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 38 shares; 2025Q1: 363 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 7,082 shares; 2026Q2: 6,742 shares 6,742 $351K 0.04% -340 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: 5,423 shares; 2024Q4: 5,544 shares; 2025Q1: 11,109 shares; 2025Q2: 12,809 shares; 2025Q3: 14,257 shares; 2025Q4: 14,418 shares; 2026Q1: 15,480 shares; 2026Q2: 14,906 shares 14,906 $343K 0.04% -574 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: 546 shares; 2024Q4: 374 shares; 2025Q1: 711 shares; 2025Q2: 1,187 shares; 2025Q3: 1,273 shares; 2025Q4: 1,275 shares; 2026Q1: 2,695 shares; 2026Q2: 3,331 shares 3,331 $342K 0.04% +636 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,317 shares; 2025Q1: 1,814 shares; 2025Q2: 1,345 shares; 2025Q3: 568 shares; 2025Q4: 4,579 shares; 2026Q1: 4,751 shares; 2026Q2: 5,095 shares 5,095 $340K 0.04% +344 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: 67 shares; 2024Q4: 65 shares; 2025Q1: 151 shares; 2025Q2: 78 shares; 2025Q3: 147 shares; 2025Q4: 158 shares; 2026Q1: 179 shares; 2026Q2: 178 shares 178 $321K 0.04% -1 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED 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: 8,015 shares; 2026Q1: 4,251 shares; 2026Q2: 4,203 shares 4,203 $313K 0.04% -48 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: 1,046 shares; 2024Q4: 1,051 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,312 shares; 2025Q4: 826 shares; 2026Q1: 876 shares; 2026Q2: 939 shares 939 $311K 0.04% +63 Timeline ANGL 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: 20,967 shares; 2024Q4: 18,433 shares; 2025Q1: 16,657 shares; 2025Q2: 14,729 shares; 2025Q3: 58 shares; 2025Q4: 13,396 shares; 2026Q1: 11,772 shares; 2026Q2: 10,719 shares 10,719 $310K 0.04% -1,053 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: 118 shares; 2024Q4: 82 shares; 2025Q1: 440 shares; 2025Q2: 382 shares; 2025Q3: 40 shares; 2025Q4: 719 shares; 2026Q1: 767 shares; 2026Q2: 705 shares 705 $297K 0.04% -62 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: 13 shares; 2024Q4: 8 shares; 2025Q1: 42 shares; 2025Q2: 964 shares; 2025Q3: 1,225 shares; 2025Q4: 1,000 shares; 2026Q1: 1,031 shares; 2026Q2: 1,034 shares 1,034 $294K 0.04% +3 Timeline EVUS 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: 101 shares; 2026Q1: 7,295 shares; 2026Q2: 8,068 shares 8,068 $287K 0.04% +773 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: 308 shares; 2024Q4: 296 shares; 2025Q1: 499 shares; 2025Q2: 405 shares; 2025Q3: 1,218 shares; 2025Q4: 637 shares; 2026Q1: 682 shares; 2026Q2: 663 shares 663 $286K 0.04% -19 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 923 shares; 2025Q1: 681 shares; 2025Q2: 1,188 shares; 2025Q3: 30,483 shares; 2025Q4: 34,426 shares; 2026Q1: 47,008 shares; 2026Q2: 5,731 shares 5,731 $285K 0.04% -41,277 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: 206 shares; 2024Q4: 212 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 310 shares; 2025Q4: 285 shares; 2026Q1: 343 shares; 2026Q2: 311 shares 311 $277K 0.03% -32 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: 2,285 shares; 2024Q4: 2,331 shares; 2025Q1: 3,675 shares; 2025Q2: 2,884 shares; 2025Q3: 26 shares; 2025Q4: 2,339 shares; 2026Q1: 2,758 shares; 2026Q2: 2,528 shares 2,528 $276K 0.03% -230 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 161 shares; 2025Q1: 180 shares; 2025Q2: 229 shares; 2025Q3: 59 shares; 2025Q4: 7,728 shares; 2026Q1: 7,724 shares; 2026Q2: 7,724 shares 7,724 $275K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 703 shares; 2025Q1: 728 shares; 2025Q2: 653 shares; 2025Q3: 730 shares; 2025Q4: 795 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $275K 0.03% 0 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: 205 shares; 2024Q4: 379 shares; 2025Q1: 872 shares; 2025Q2: 799 shares; 2025Q3: 140 shares; 2025Q4: 740 shares; 2026Q1: 789 shares; 2026Q2: 817 shares 817 $274K 0.03% +28 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: 6,207 shares; 2024Q4: 6,266 shares; 2025Q1: 6,727 shares; 2025Q2: 5,148 shares; 2025Q3: 5,477 shares; 2025Q4: 5,453 shares; 2026Q1: 5,600 shares; 2026Q2: 4,748 shares 4,748 $274K 0.03% -852 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,467 shares; 2026Q1: 1,264 shares; 2026Q2: 1,175 shares 1,175 $272K 0.03% -89 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: 495 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 551 shares; 2025Q4: 541 shares; 2026Q1: 522 shares; 2026Q2: 515 shares 515 $271K 0.03% -7 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: 2,454 shares; 2024Q4: 1,072 shares; 2025Q1: 1,152 shares; 2025Q2: 922 shares; 2025Q3: 526,662 shares; 2025Q4: 1,284 shares; 2026Q1: 1,666 shares; 2026Q2: 1,674 shares 1,674 $271K 0.03% +8 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: 729 shares; 2024Q4: 517 shares; 2025Q1: 961 shares; 2025Q2: 976 shares; 2025Q3: 3 shares; 2025Q4: 1,438 shares; 2026Q1: 1,472 shares; 2026Q2: 1,494 shares 1,494 $269K 0.03% +22 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,637 shares; 2026Q1: 8,651 shares; 2026Q2: 9,050 shares 9,050 $269K 0.03% +399 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: 319 shares; 2024Q4: 204 shares; 2025Q1: 287 shares; 2025Q2: 208 shares; 2025Q3: 15,810 shares; 2025Q4: 1,984 shares; 2026Q1: 5,667 shares; 2026Q2: 5,235 shares 5,235 $261K 0.03% -432 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,062 shares; 2025Q1: 1,603 shares; 2025Q2: 1,233 shares; 2025Q3: 2,222 shares; 2025Q4: 2,167 shares; 2026Q1: 2,481 shares; 2026Q2: 2,314 shares 2,314 $260K 0.03% -167 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 17 shares; 2025Q3: 25 shares; 2025Q4: 104 shares; 2026Q1: 2,801 shares; 2026Q2: 2,810 shares 2,810 $258K 0.03% +9 Timeline GSIE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,449 shares; 2026Q2: 5,449 shares 5,449 $252K 0.03% 0 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,255 shares; 2024Q4: 154,661 shares; 2025Q1: 171,765 shares; 2025Q2: 193,649 shares; 2025Q3: 11,581 shares; 2025Q4: 4,205 shares; 2026Q1: 3,484 shares; 2026Q2: 3,116 shares 3,116 $245K 0.03% -368 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: 2,229 shares; 2024Q4: 2,238 shares; 2025Q1: 2,502 shares; 2025Q2: 2,111 shares; 2025Q3: 39 shares; 2025Q4: 2,462 shares; 2026Q1: 2,528 shares; 2026Q2: 2,509 shares 2,509 $240K 0.03% -19 Timeline DMXF 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: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 2,873 shares 2,873 $240K 0.03% +271 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: 3,458 shares; 2024Q4: 1,863 shares; 2025Q1: 1,897 shares; 2025Q2: 1,858 shares; 2025Q3: 1,674 shares; 2025Q4: 1,768 shares; 2026Q1: 1,323 shares; 2026Q2: 1,181 shares 1,181 $239K 0.03% -142 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,303 shares; 2025Q1: 2,309 shares; 2025Q2: 2,109 shares; 2025Q3: 2,116 shares; 2025Q4: 2,216 shares; 2026Q1: 2,914 shares; 2026Q2: 3,068 shares 3,068 $232K 0.03% +154 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: 130 shares; 2024Q4: 140 shares; 2025Q1: 311 shares; 2025Q2: 328 shares; 2025Q3: 469 shares; 2025Q4: 427 shares; 2026Q1: 447 shares; 2026Q2: 436 shares 436 $232K 0.03% -11 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: 131 shares; 2024Q4: 134 shares; 2025Q1: 198 shares; 2025Q2: 196 shares; 2025Q3: 329 shares; 2025Q4: 312 shares; 2026Q1: 375 shares; 2026Q2: 418 shares 418 $232K 0.03% +43 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,030 shares; 2024Q4: 25,233 shares; 2025Q1: 25,671 shares; 2025Q2: 25,955 shares; 2025Q3: 91 shares; 2025Q4: 28,364 shares; 2026Q1: 9,796 shares; 2026Q2: 10,001 shares 10,001 $232K 0.03% +205 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 869 shares; 2026Q1: 880 shares; 2026Q2: 877 shares 877 $229K 0.03% -3 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: 61 shares; 2024Q4: 63 shares; 2025Q1: 260 shares; 2025Q2: 196 shares; 2025Q3: 244 shares; 2025Q4: 204 shares; 2026Q1: 235 shares; 2026Q2: 228 shares 228 $225K 0.03% -7 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 1,853 shares; 2025Q4: 1,900 shares; 2026Q1: 1,929 shares; 2026Q2: 2,316 shares 2,316 $223K 0.03% +387 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares; 2026Q2: 1,531 shares 1,531 $218K 0.03% 0 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 326 shares; 2025Q2: 443 shares; 2025Q3: 544 shares; 2025Q4: 500 shares; 2026Q1: 587 shares; 2026Q2: 639 shares 639 $218K 0.03% +52 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,320 shares; 2024Q4: 10,398 shares; 2025Q1: 10,490 shares; 2025Q2: 11,114 shares; 2025Q3: 11,195 shares; 2025Q4: 11,319 shares; 2026Q1: 11,390 shares; 2026Q2: 11,469 shares 11,469 $216K 0.03% +79 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: 2,379 shares; 2024Q4: 2,309 shares; 2025Q1: 4,325 shares; 2025Q2: 3,125 shares; 2025Q3: 74 shares; 2025Q4: 4,379 shares; 2026Q1: 5,466 shares; 2026Q2: 4,850 shares 4,850 $215K 0.03% -616 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 1,016 shares; 2025Q1: 904 shares; 2025Q2: 908 shares; 2025Q3: 912 shares; 2025Q4: 917 shares; 2026Q1: 964 shares; 2026Q2: 967 shares 967 $215K 0.03% +3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,846 shares; 2025Q1: 2,680 shares; 2025Q2: 2,609 shares; 2025Q3: 2,948 shares; 2025Q4: 2,123 shares; 2026Q1: 2,487 shares; 2026Q2: 2,533 shares 2,533 $208K 0.03% +46 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 4,124 shares; 2025Q1: 4,140 shares; 2025Q2: 4,154 shares; 2025Q3: 4,166 shares; 2025Q4: 4,177 shares; 2026Q1: 4,189 shares; 2026Q2: 4,207 shares 4,207 $208K 0.03% +18 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: 244 shares; 2024Q4: 823 shares; 2025Q1: 2,449 shares; 2025Q2: 2,213 shares; 2025Q3: 2,996 shares; 2025Q4: 3,261 shares; 2026Q1: 3,325 shares; 2026Q2: 3,590 shares 3,590 $201K 0.03% +265 Timeline GCOR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,936 shares; 2026Q2: 4,936 shares 4,936 $200K 0.03% 0 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: 1,699 shares; 2024Q4: 1,801 shares; 2025Q1: 2,805 shares; 2025Q2: 2,820 shares; 2025Q3: 3,689 shares; 2025Q4: 2,891 shares; 2026Q1: 3,192 shares; 2026Q2: 3,143 shares 3,143 $194K 0.02% -49 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: 1,220 shares; 2024Q4: 1,280 shares; 2025Q1: 2,346 shares; 2025Q2: 2,262 shares; 2025Q3: 12 shares; 2025Q4: 2,476 shares; 2026Q1: 2,619 shares; 2026Q2: 2,640 shares 2,640 $191K 0.02% +21 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: 578 shares; 2024Q4: 487 shares; 2025Q1: 585 shares; 2025Q2: 602 shares; 2025Q3: 871 shares; 2025Q4: 930 shares; 2026Q1: 1,051 shares; 2026Q2: 987 shares 987 $190K 0.02% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 264 shares; 2026Q1: 2,271 shares; 2026Q2: 2,211 shares 2,211 $189K 0.02% -60 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 602 shares; 2025Q1: 2,086 shares; 2025Q2: 1,907 shares; 2025Q3: 295,259 shares; 2025Q4: 2,220 shares; 2026Q1: 2,106 shares; 2026Q2: 2,246 shares 2,246 $186K 0.02% +140 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: 2,264 shares; 2025Q1: 3,658 shares; 2025Q2: 2,325 shares; 2025Q3: 750 shares; 2025Q4: 2,041 shares; 2026Q1: 2,046 shares; 2026Q2: 2,344 shares 2,344 $184K 0.02% +298 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: 2,220 shares; 2024Q4: 2,199 shares; 2025Q1: 2,127 shares; 2025Q2: 2,134 shares; 2025Q3: 33 shares; 2025Q4: 8,781 shares; 2026Q1: 6,999 shares; 2026Q2: 5,552 shares 5,552 $184K 0.02% -1,447 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 4,210 shares; 2025Q1: 4,233 shares; 2025Q2: 4,244 shares; 2025Q3: 4,258 shares; 2025Q4: 4,270 shares; 2026Q1: 4,336 shares; 2026Q2: 4,243 shares 4,243 $183K 0.02% -93 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: 107 shares; 2024Q4: 109 shares; 2025Q1: 247 shares; 2025Q2: 163 shares; 2025Q3: 183 shares; 2025Q4: 189 shares; 2026Q1: 223 shares; 2026Q2: 188 shares 188 $174K 0.02% -35 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 42,240 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $174K 0.02% 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: 252 shares; 2024Q4: 239 shares; 2025Q1: 391 shares; 2025Q2: 494 shares; 2025Q3: 1,402 shares; 2025Q4: 1,153 shares; 2026Q1: 1,217 shares; 2026Q2: 1,194 shares 1,194 $173K 0.02% -23 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: 40 shares; 2024Q4: 49 shares; 2025Q1: 72 shares; 2025Q2: 82 shares; 2025Q3: 138 shares; 2025Q4: 120 shares; 2026Q1: 156 shares; 2026Q2: 155 shares 155 $170K 0.02% -1 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: 1,034 shares; 2024Q4: 1,084 shares; 2025Q1: 1,625 shares; 2025Q2: 1,340 shares; 2025Q3: 130 shares; 2025Q4: 1,706 shares; 2026Q1: 2,065 shares; 2026Q2: 1,778 shares 1,778 $170K 0.02% -287 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,665 shares; 2026Q2: 4,677 shares 4,677 $168K 0.02% +12 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: 4,426 shares; 2025Q2: 4,726 shares; 2025Q3: 5,181 shares; 2025Q4: 5,431 shares; 2026Q1: 8,202 shares; 2026Q2: 11,555 shares 11,555 $168K 0.02% +3,353 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: 260 shares; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 99 shares; 2025Q3: 111 shares; 2025Q4: 2,202 shares; 2026Q1: 7,415 shares; 2026Q2: 6,376 shares 6,376 $167K 0.02% -1,039 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,228 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 3,038 shares 3,038 $166K 0.02% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 133 shares; 2025Q1: 433 shares; 2025Q2: 243 shares; 2025Q3: 534 shares; 2025Q4: 523 shares; 2026Q1: 1,738 shares; 2026Q2: 2,187 shares 2,187 $165K 0.02% +449 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: 3 shares; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 209 shares; 2025Q3: 5,925 shares; 2025Q4: 631 shares; 2026Q1: 685 shares; 2026Q2: 1,615 shares 1,615 $164K 0.02% +930 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 314 shares; 2025Q2: 175 shares; 2025Q3: 200 shares; 2025Q4: 2,307 shares; 2026Q1: 2,913 shares; 2026Q2: 2,371 shares 2,371 $162K 0.02% -542 Timeline NUMG 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: 3,476 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares; 2025Q2: 3,478 shares; 2025Q3: 3,445 shares; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares; 2026Q2: 3,479 shares 3,479 $159K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 554 shares; 2025Q3: 933 shares; 2025Q4: 691 shares; 2026Q1: 1,509 shares; 2026Q2: 1,497 shares 1,497 $157K 0.02% -12 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: 163 shares; 2024Q4: 161 shares; 2025Q1: 289 shares; 2025Q2: 300 shares; 2025Q3: 328 shares; 2025Q4: 334 shares; 2026Q1: 368 shares; 2026Q2: 385 shares 385 $157K 0.02% +17 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: 109 shares; 2024Q4: 129 shares; 2025Q1: 368 shares; 2025Q2: 204 shares; 2025Q3: 400 shares; 2025Q4: 472 shares; 2026Q1: 614 shares; 2026Q2: 704 shares 704 $154K 0.02% +90 Timeline TFI 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: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 498 shares; 2026Q1: 3,354 shares; 2026Q2: 3,358 shares 3,358 $151K 0.02% +4 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 297 shares; 2025Q1: 299 shares; 2025Q2: 302 shares; 2025Q3: 262 shares; 2025Q4: 1,684 shares; 2026Q1: 1,488 shares; 2026Q2: 1,486 shares 1,486 $147K 0.02% -2 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: 666 shares; 2024Q4: 777 shares; 2025Q1: 1,252 shares; 2025Q2: 1,087 shares; 2025Q3: 232 shares; 2025Q4: 1,672 shares; 2026Q1: 1,772 shares; 2026Q2: 1,696 shares 1,696 $147K 0.02% -76 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 91 shares; 2025Q2: 68 shares; 2025Q3: 154 shares; 2025Q4: 129 shares; 2026Q1: 138 shares; 2026Q2: 132 shares 132 $139K 0.02% -6 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: 40 shares; 2024Q4: 42 shares; 2025Q1: 91 shares; 2025Q2: 57 shares; 2025Q3: 7,784 shares; 2025Q4: 152 shares; 2026Q1: 155 shares; 2026Q2: 142 shares 142 $138K 0.02% -13 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: 354 shares; 2024Q4: 420 shares; 2025Q1: 522 shares; 2025Q2: 461 shares; 2025Q3: 441 shares; 2025Q4: 328 shares; 2026Q1: 436 shares; 2026Q2: 433 shares 433 $138K 0.02% -3 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: 469 shares; 2024Q4: 476 shares; 2025Q1: 429 shares; 2025Q2: 563 shares; 2025Q3: 572 shares; 2025Q4: 476 shares; 2026Q1: 499 shares; 2026Q2: 498 shares 498 $137K 0.02% -1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 166 shares; 2025Q1: 197 shares; 2025Q2: 149 shares; 2025Q3: 100 shares; 2025Q4: 762 shares; 2026Q1: 739 shares; 2026Q2: 958 shares 958 $134K 0.02% +219 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 21 shares; 2025Q1: 42 shares; 2025Q2: 1,745 shares; 2025Q3: 1,749 shares; 2025Q4: 1,742 shares; 2026Q1: 1,768 shares; 2026Q2: 1,771 shares 1,771 $132K 0.02% +3 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: 324 shares; 2024Q4: 343 shares; 2025Q1: 577 shares; 2025Q2: 574 shares; 2025Q3: 769 shares; 2025Q4: 763 shares; 2026Q1: 986 shares; 2026Q2: 988 shares 988 $131K 0.02% +2 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 180 shares; 2025Q2: 492 shares; 2025Q3: 4,264 shares; 2025Q4: 492 shares; 2026Q1: 1,139 shares; 2026Q2: 1,100 shares 1,100 $129K 0.02% -39 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 315 shares; 2025Q1: 427 shares; 2025Q2: 403 shares; 2025Q3: 289 shares; 2025Q4: 547 shares; 2026Q1: 651 shares; 2026Q2: 662 shares 662 $129K 0.02% +11 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: 514 shares; 2024Q4: 519 shares; 2025Q1: 961 shares; 2025Q2: 621 shares; 2025Q3: 1,014 shares; 2025Q4: 766 shares; 2026Q1: 896 shares; 2026Q2: 828 shares 828 $129K 0.02% -68 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: 272 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 307 shares; 2025Q3: 453 shares; 2025Q4: 420 shares; 2026Q1: 549 shares; 2026Q2: 485 shares 485 $128K 0.02% -64 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 305 shares; 2025Q2: 297 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 352 shares; 2026Q2: 329 shares 329 $127K 0.02% -23 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: 254 shares; 2024Q4: 252 shares; 2025Q1: 297 shares; 2025Q2: 251 shares; 2025Q3: 36 shares; 2025Q4: 281 shares; 2026Q1: 282 shares; 2026Q2: 296 shares 296 $127K 0.02% +14 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: 523 shares; 2024Q4: 511 shares; 2025Q1: 938 shares; 2025Q2: 802 shares; 2025Q3: 294 shares; 2025Q4: 1,065 shares; 2026Q1: 1,055 shares; 2026Q2: 1,047 shares 1,047 $124K 0.02% -8 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: 531 shares; 2024Q4: 534 shares; 2025Q1: 536 shares; 2025Q2: 538 shares; 2025Q3: 298 shares; 2025Q4: 542 shares; 2026Q1: 545 shares; 2026Q2: 546 shares 546 $123K 0.02% +1 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,322 shares; 2025Q1: 2,490 shares; 2025Q2: 2,234 shares; 2025Q3: 1,216 shares; 2025Q4: 2,109 shares; 2026Q1: 2,591 shares; 2026Q2: 2,279 shares 2,279 $122K 0.02% -312 Timeline DWAS 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: 3,594 shares; 2024Q4: 3,728 shares; 2025Q1: 3,760 shares; 2025Q2: 4,140 shares; 2025Q3: 4,188 shares; 2025Q4: 4,668 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $121K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 54 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 66 shares; 2025Q4: 104 shares; 2026Q1: 141 shares; 2026Q2: 642 shares 642 $121K 0.02% +501 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 2,040 shares; 2026Q2: 2,079 shares 2,079 $121K 0.02% +39 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: 63 shares; 2024Q4: 84 shares; 2025Q1: 315 shares; 2025Q2: 305 shares; 2025Q3: 354 shares; 2025Q4: 400 shares; 2026Q1: 756 shares; 2026Q2: 756 shares 756 $119K 0.01% 0 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 120 shares; 2025Q2: 113 shares; 2025Q3: 26 shares; 2025Q4: 610 shares; 2026Q1: 711 shares; 2026Q2: 1,244 shares 1,244 $119K 0.01% +533 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: 121 shares; 2024Q4: 54 shares; 2025Q1: 91 shares; 2025Q2: 102 shares; 2025Q3: 5 shares; 2025Q4: 139 shares; 2026Q1: 348 shares; 2026Q2: 403 shares 403 $119K 0.01% +55 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,755 shares 4,755 $118K 0.01% new 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: 23 shares; 2024Q4: 19 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 45 shares; 2025Q4: 44 shares; 2026Q1: 60 shares; 2026Q2: 549 shares 549 $118K 0.01% +489 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: 236 shares; 2024Q4: 237 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 2,672 shares; 2025Q4: 232 shares; 2026Q1: 1,415 shares; 2026Q2: 1,440 shares 1,440 $118K 0.01% +25 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 305 shares; 2025Q1: 743 shares; 2025Q2: 695 shares; 2025Q3: 1,033 shares; 2025Q4: 859 shares; 2026Q1: 955 shares; 2026Q2: 883 shares 883 $115K 0.01% -72 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 267 shares; 2025Q1: 295 shares; 2025Q2: 219 shares; 2025Q3: 7 shares; 2025Q4: 492 shares; 2026Q1: 488 shares; 2026Q2: 470 shares 470 $115K 0.01% -18 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: 162 shares; 2024Q4: 160 shares; 2025Q1: 850 shares; 2025Q2: 762 shares; 2025Q3: 1,671 shares; 2025Q4: 677 shares; 2026Q1: 665 shares; 2026Q2: 482 shares 482 $115K 0.01% -183 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 746 shares; 2025Q1: 1,079 shares; 2025Q2: 955 shares; 2025Q3: 745 shares; 2025Q4: 1,159 shares; 2026Q1: 1,469 shares; 2026Q2: 1,624 shares 1,624 $114K 0.01% +155 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: 1,759 shares; 2024Q4: 1,819 shares; 2025Q1: 2,549 shares; 2025Q2: 3,991 shares; 2025Q3: 152 shares; 2025Q4: 4,346 shares; 2026Q1: 4,813 shares; 2026Q2: 4,546 shares 4,546 $113K 0.01% -267 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 132 shares; 2025Q1: 216 shares; 2025Q2: 190 shares; 2025Q3: 246 shares; 2025Q4: 234 shares; 2026Q1: 313 shares; 2026Q2: 299 shares 299 $112K 0.01% -14 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: 836 shares; 2024Q4: 970 shares; 2025Q1: 1,414 shares; 2025Q2: 1,511 shares; 2025Q3: 2,470 shares; 2025Q4: 2,134 shares; 2026Q1: 2,351 shares; 2026Q2: 2,231 shares 2,231 $111K 0.01% -120 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,014 shares; 2025Q1: 1,274 shares; 2025Q2: 1,051 shares; 2025Q3: 1,596 shares; 2025Q4: 918 shares; 2026Q1: 1,006 shares; 2026Q2: 932 shares 932 $111K 0.01% -74 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: 405 shares; 2024Q4: 374 shares; 2025Q1: 759 shares; 2025Q2: 740 shares; 2025Q3: 745 shares; 2025Q4: 752 shares; 2026Q1: 4,118 shares; 2026Q2: 3,865 shares 3,865 $110K 0.01% -253 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: 71 shares; 2024Q4: 60 shares; 2025Q1: 123 shares; 2025Q2: 178 shares; 2025Q3: 22 shares; 2025Q4: 195 shares; 2026Q1: 239 shares; 2026Q2: 207 shares 207 $109K 0.01% -32 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: 343 shares; 2024Q4: 357 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 596 shares; 2025Q4: 269 shares; 2026Q1: 332 shares; 2026Q2: 447 shares 447 $109K 0.01% +115 Timeline GEM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,179 shares; 2026Q2: 2,179 shares 2,179 $108K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 38 shares; 2025Q1: 67 shares; 2025Q2: 51 shares; 2025Q3: 102 shares; 2025Q4: 98 shares; 2026Q1: 174 shares; 2026Q2: 163 shares 163 $108K 0.01% -11 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,362 shares; 2025Q4: 2,620 shares; 2026Q1: 1,129 shares; 2026Q2: 1,132 shares 1,132 $108K 0.01% +3 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: 17 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 100 shares; 2025Q4: 121 shares; 2026Q1: 124 shares; 2026Q2: 118 shares 118 $107K 0.01% -6 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: 112 shares; 2024Q4: 167 shares; 2025Q1: 748 shares; 2025Q2: 867 shares; 2025Q3: 268 shares; 2025Q4: 1,065 shares; 2026Q1: 1,215 shares; 2026Q2: 1,222 shares 1,222 $107K 0.01% +7 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 773 shares; 2025Q1: 750 shares; 2025Q2: 752 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 879 shares; 2026Q2: 990 shares 990 $107K 0.01% +111 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,207 shares 1,207 $105K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 520 shares; 2025Q3: 2,545 shares; 2025Q4: 2,182 shares; 2026Q1: 1,296 shares; 2026Q2: 1,398 shares 1,398 $105K 0.01% +102 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 187 shares; 2025Q1: 260 shares; 2025Q2: 51 shares; 2025Q3: 2,363 shares; 2025Q4: 1,764 shares; 2026Q1: 1,404 shares; 2026Q2: 968 shares 968 $103K 0.01% -436 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 2,745 shares; 2026Q2: 1,094 shares 1,094 $103K 0.01% -1,651 Timeline VPL 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: 761 shares; 2024Q4: 581 shares; 2025Q1: 2,065 shares; 2025Q2: 1,259 shares; 2025Q3: 1,169 shares; 2025Q4: 1,411 shares; 2026Q1: 901 shares; 2026Q2: 913 shares 913 $101K 0.01% +12 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: 855 shares; 2024Q4: 862 shares; 2025Q1: 899 shares; 2025Q2: 928 shares; 2025Q3: 940 shares; 2025Q4: 943 shares; 2026Q1: 1,040 shares; 2026Q2: 1,032 shares 1,032 $98.6K 0.01% -8 Timeline GIGB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,185 shares; 2026Q2: 2,185 shares 2,185 $98.5K 0.01% 0 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: 701 shares; 2024Q4: 476 shares; 2025Q1: 1,130 shares; 2025Q2: 1,061 shares; 2025Q3: 1,244 shares; 2025Q4: 1,060 shares; 2026Q1: 1,022 shares; 2026Q2: 900 shares 900 $98.2K 0.01% -122 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: 1,015 shares; 2024Q4: 981 shares; 2025Q1: 6,318 shares; 2025Q2: 2,478 shares; 2025Q3: 2,484 shares; 2025Q4: 3,309 shares; 2026Q1: 4,759 shares; 2026Q2: 4,172 shares 4,172 $98.1K 0.01% -587 Timeline FIVA 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: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,650 shares; 2026Q2: 2,515 shares 2,515 $97.8K 0.01% +865 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: 791 shares; 2024Q4: 793 shares; 2025Q1: 1,069 shares; 2025Q2: 798 shares; 2025Q3: 2,931 shares; 2025Q4: 3,080 shares; 2026Q1: 3,129 shares; 2026Q2: 3,307 shares 3,307 $97.3K 0.01% +178 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: 397 shares; 2024Q4: 416 shares; 2025Q1: 729 shares; 2025Q2: 840 shares; 2025Q3: 703 shares; 2025Q4: 730 shares; 2026Q1: 888 shares; 2026Q2: 771 shares 771 $97.1K 0.01% -117 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 60 shares; 2025Q1: 687 shares; 2025Q2: 663 shares; 2025Q3: 142 shares; 2025Q4: 618 shares; 2026Q1: 676 shares; 2026Q2: 686 shares 686 $96.1K 0.01% +10 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: 232 shares; 2024Q4: 95 shares; 2025Q1: 1,248 shares; 2025Q2: 444 shares; 2025Q3: 724 shares; 2025Q4: 778 shares; 2026Q1: 765 shares; 2026Q2: 825 shares 825 $96K 0.01% +60 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: 245 shares; 2025Q1: 245 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 958 shares; 2026Q2: 3,280 shares 3,280 $95.6K 0.01% +2,322 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: 153 shares; 2024Q4: 157 shares; 2025Q1: 672 shares; 2025Q2: 579 shares; 2025Q3: 698 shares; 2025Q4: 682 shares; 2026Q1: 713 shares; 2026Q2: 718 shares 718 $95.5K 0.01% +5 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: 1,612 shares; 2024Q4: 2,183 shares; 2025Q1: 2,890 shares; 2025Q2: 2,539 shares; 2025Q3: 3,322 shares; 2025Q4: 2,505 shares; 2026Q1: 2,788 shares; 2026Q2: 2,926 shares 2,926 $95.1K 0.01% +138 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: 661 shares; 2024Q4: 320 shares; 2025Q1: 1,006 shares; 2025Q2: 617 shares; 2025Q3: 677 shares; 2025Q4: 556 shares; 2026Q1: 513 shares; 2026Q2: 595 shares 595 $94.9K 0.01% +82 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: 558 shares; 2024Q4: 506 shares; 2025Q1: 649 shares; 2025Q2: 578 shares; 2025Q3: 317 shares; 2025Q4: 544 shares; 2026Q1: 774 shares; 2026Q2: 689 shares 689 $93.5K 0.01% -85 Timeline PEY 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: 11,312 shares; 2024Q4: 10,123 shares; 2025Q1: 10,188 shares; 2025Q2: 9,514 shares; 2025Q3: 9,624 shares; 2025Q4: 6,962 shares; 2026Q1: 3,718 shares; 2026Q2: 3,745 shares 3,745 $91.3K 0.01% +27 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares; 2026Q2: 965 shares 965 $91.3K 0.01% -23 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares; 2026Q2: 4,566 shares 4,566 $91.1K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 196 shares; 2025Q1: 392 shares; 2025Q2: 295 shares; 2025Q3: 511 shares; 2025Q4: 507 shares; 2026Q1: 586 shares; 2026Q2: 568 shares 568 $91.1K 0.01% -18 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 715 shares; 2025Q1: 848 shares; 2025Q2: 751 shares; 2025Q3: 975 shares; 2025Q4: 998 shares; 2026Q1: 1,041 shares; 2026Q2: 947 shares 947 $90.6K 0.01% -94 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,586 shares; 2025Q1: 2,628 shares; 2025Q2: 2,772 shares; 2025Q3: 1,429 shares; 2025Q4: 3,156 shares; 2026Q1: 688 shares; 2026Q2: 692 shares 692 $90.5K 0.01% +4 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: 194 shares; 2024Q4: 222 shares; 2025Q1: 678 shares; 2025Q2: 556 shares; 2025Q3: 715 shares; 2025Q4: 732 shares; 2026Q1: 938 shares; 2026Q2: 1,099 shares 1,099 $90K 0.01% +161 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: 536 shares; 2024Q4: 501 shares; 2025Q1: 672 shares; 2025Q2: 580 shares; 2025Q3: 135 shares; 2025Q4: 302 shares; 2026Q1: 293 shares; 2026Q2: 504 shares 504 $88.5K 0.01% +211 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: 1,525 shares; 2024Q4: 1,365 shares; 2025Q1: 1,353 shares; 2025Q2: 993 shares; 2025Q3: 2,085 shares; 2025Q4: 648 shares; 2026Q1: 592 shares; 2026Q2: 868 shares 868 $87.3K 0.01% +276 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 43 shares; 2025Q1: 368 shares; 2025Q2: 309 shares; 2025Q3: 117 shares; 2025Q4: 657 shares; 2026Q1: 831 shares; 2026Q2: 832 shares 832 $87.3K 0.01% +1 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: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $86.1K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 158 shares; 2025Q3: 978 shares; 2025Q4: 166 shares; 2026Q1: 190 shares; 2026Q2: 181 shares 181 $85.7K 0.01% -9 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: 259 shares; 2024Q4: 260 shares; 2025Q1: 801 shares; 2025Q2: 803 shares; 2025Q3: 252 shares; 2025Q4: 807 shares; 2026Q1: 809 shares; 2026Q2: 1,045 shares 1,045 $85.4K 0.01% +236 Timeline GGUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $85.4K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 196 shares; 2025Q1: 292 shares; 2025Q2: 258 shares; 2025Q3: 588 shares; 2025Q4: 249 shares; 2026Q1: 273 shares; 2026Q2: 264 shares 264 $84.6K 0.01% -9 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: 501 shares; 2024Q4: 504 shares; 2025Q1: 667 shares; 2025Q2: 493 shares; 2025Q3: 2,086 shares; 2025Q4: 2,095 shares; 2026Q1: 346 shares; 2026Q2: 345 shares 345 $84K 0.01% -1 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: 966 shares; 2024Q4: 930 shares; 2025Q1: 795 shares; 2025Q2: 812 shares; 2025Q3: 167 shares; 2025Q4: 867 shares; 2026Q1: 978 shares; 2026Q2: 939 shares 939 $83.9K 0.01% -39 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 828 shares; 2025Q2: 339 shares; 2025Q3: 423 shares; 2025Q4: 406 shares; 2026Q1: 473 shares; 2026Q2: 478 shares 478 $83.6K 0.01% +5 Timeline ILCG 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: 603 shares; 2025Q4: 494 shares; 2026Q1: 238 shares; 2026Q2: 730 shares 730 $83.4K 0.01% +492 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 112 shares; 2026Q2: 102 shares 102 $83.4K 0.01% -10 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 223 shares; 2025Q1: 360 shares; 2025Q2: 288 shares; 2025Q3: 455 shares; 2025Q4: 426 shares; 2026Q1: 373 shares; 2026Q2: 340 shares 340 $82.5K 0.01% -33 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,828 shares; 2025Q2: 2,786 shares; 2025Q3: 2,784 shares; 2025Q4: 2,013 shares; 2026Q1: 2,042 shares; 2026Q2: 1,693 shares 1,693 $82.5K 0.01% -349 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 607 shares 607 $81.7K 0.01% +11 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: 509 shares; 2026Q2: 477 shares 477 $80.9K 0.01% -32 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: 231 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 274 shares; 2025Q3: 401 shares; 2025Q4: 353 shares; 2026Q1: 465 shares; 2026Q2: 395 shares 395 $80.6K 0.01% -70 Timeline SPLB 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: 67 shares; 2025Q4: 36 shares; 2026Q1: 3,370 shares; 2026Q2: 3,729 shares 3,729 $80.6K 0.01% +359 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: 227 shares; 2024Q4: 243 shares; 2025Q1: 463 shares; 2025Q2: 1,934 shares; 2025Q3: 327,803 shares; 2025Q4: 723 shares; 2026Q1: 824 shares; 2026Q2: 796 shares 796 $80.2K 0.01% -28 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: 108 shares; 2024Q4: 111 shares; 2025Q1: 167 shares; 2025Q2: 134 shares; 2025Q3: 363 shares; 2025Q4: 211 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $80.2K 0.01% 0 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: 70 shares; 2024Q4: 71 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 184 shares; 2025Q4: 175 shares; 2026Q1: 221 shares; 2026Q2: 219 shares 219 $80.2K 0.01% -2 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: 5 shares; 2024Q4: 4 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 434 shares; 2026Q2: 451 shares 451 $80.1K 0.01% +17 Timeline ICF 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: 1,274 shares; 2025Q4: 1,281 shares; 2026Q1: 1,153 shares; 2026Q2: 1,159 shares 1,159 $80.1K 0.01% +6 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,844 shares; 2026Q2: 1,845 shares 1,845 $80K 0.01% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 495 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 442 shares; 2025Q4: 457 shares; 2026Q1: 701 shares; 2026Q2: 711 shares 711 $79.7K 0.01% +10 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 470 shares; 2025Q1: 666 shares; 2025Q2: 577 shares; 2025Q3: 63 shares; 2025Q4: 1,207 shares; 2026Q1: 1,523 shares; 2026Q2: 1,430 shares 1,430 $79.4K 0.01% -93 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 261 shares; 2025Q1: 437 shares; 2025Q2: 1,071 shares; 2025Q3: 1,163 shares; 2025Q4: 1,111 shares; 2026Q1: 1,263 shares; 2026Q2: 1,216 shares 1,216 $79.1K 0.01% -47 Timeline WDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 931 shares; 2026Q2: 948 shares 948 $78.5K 0.01% +17 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: 1,404 shares; 2024Q4: 1,393 shares; 2025Q1: 1,350 shares; 2025Q2: 1,346 shares; 2025Q3: 49 shares; 2025Q4: 1,254 shares; 2026Q1: 1,259 shares; 2026Q2: 1,264 shares 1,264 $78.1K 0.01% +5 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 123 shares; 2025Q4: 108 shares; 2026Q1: 117 shares; 2026Q2: 103 shares 103 $77.8K 0.01% -14 Timeline GSID 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $77.7K 0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 1,411 shares; 2026Q2: 1,468 shares 1,468 $77.5K 0.01% +57 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: 13 shares; 2024Q4: 12 shares; 2025Q1: 96 shares; 2025Q2: 157 shares; 2025Q3: 19 shares; 2025Q4: 185 shares; 2026Q1: 203 shares; 2026Q2: 208 shares 208 $77.3K 0.01% +5 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 23 shares; 2025Q3: 72 shares; 2025Q4: 111 shares; 2026Q1: 130 shares; 2026Q2: 120 shares 120 $77.2K 0.01% -10 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 94 shares; 2025Q4: 243 shares; 2026Q1: 317 shares; 2026Q2: 314 shares 314 $77K 0.01% -3 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: 1,163 shares; 2024Q4: 1,199 shares; 2025Q1: 1,328 shares; 2025Q2: 1,780 shares; 2025Q3: 1,831 shares; 2025Q4: 1,493 shares; 2026Q1: 1,580 shares; 2026Q2: 1,646 shares 1,646 $76.9K 0.01% +66 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: 115 shares; 2024Q4: 79 shares; 2025Q1: 119 shares; 2025Q2: 168 shares; 2025Q3: 2 shares; 2025Q4: 321 shares; 2026Q1: 502 shares; 2026Q2: 501 shares 501 $76.7K 0.01% -1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 791 shares; 2025Q1: 644 shares; 2025Q2: 606 shares; 2025Q3: 104 shares; 2025Q4: 570 shares; 2026Q1: 489 shares; 2026Q2: 490 shares 490 $76.5K 0.01% +1 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: 64 shares; 2024Q4: 17 shares; 2025Q1: 47 shares; 2025Q2: 48 shares; 2025Q3: 21 shares; 2025Q4: 537 shares; 2026Q1: 370 shares; 2026Q2: 348 shares 348 $76.4K 0.01% -22 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 356 shares; 2025Q1: 776 shares; 2025Q2: 398 shares; 2025Q3: 7 shares; 2025Q4: 982 shares; 2026Q1: 1,175 shares; 2026Q2: 1,174 shares 1,174 $75.7K 0.01% -1 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: 118 shares; 2024Q4: 205 shares; 2025Q1: 390 shares; 2025Q2: 453 shares; 2025Q3: 824 shares; 2025Q4: 730 shares; 2026Q1: 682 shares; 2026Q2: 604 shares 604 $75.2K 0.01% -78 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 165 shares; 2025Q1: 168 shares; 2025Q2: 3,103 shares; 2025Q3: 5,234 shares; 2025Q4: 2,305 shares; 2026Q1: 2,430 shares; 2026Q2: 2,463 shares 2,463 $75K 0.01% +33 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 25 shares; 2025Q1: 31 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 70 shares; 2026Q1: 466 shares; 2026Q2: 449 shares 449 $74.6K 0.01% -17 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 496 shares; 2025Q1: 509 shares; 2025Q2: 448 shares; 2025Q3: 82 shares; 2025Q4: 556 shares; 2026Q1: 591 shares; 2026Q2: 588 shares 588 $74.5K 0.01% -3 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,960 shares; 2026Q1: 2,961 shares; 2026Q2: 2,960 shares 2,960 $73.8K 0.01% -1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 257 shares; 2025Q1: 227 shares; 2025Q2: 528 shares; 2025Q3: 95 shares; 2025Q4: 524 shares; 2026Q1: 889 shares; 2026Q2: 874 shares 874 $73K 0.01% -15 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 99 shares; 2025Q2: 84 shares; 2025Q3: 28 shares; 2025Q4: 296 shares; 2026Q1: 481 shares; 2026Q2: 657 shares 657 $72.8K 0.01% +176 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 845 shares; 2025Q2: 754 shares; 2025Q3: 1,000 shares; 2025Q4: 820 shares; 2026Q1: 830 shares; 2026Q2: 746 shares 746 $71.4K 0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 736 shares; 2026Q1: 796 shares; 2026Q2: 602 shares 602 $70.9K 0.01% -194 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: 592 shares; 2024Q4: 546 shares; 2025Q1: 615 shares; 2025Q2: 596 shares; 2025Q3: 551 shares; 2025Q4: 558 shares; 2026Q1: 570 shares; 2026Q2: 594 shares 594 $70.7K 0.01% +24 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: 328 shares; 2024Q4: 324 shares; 2025Q1: 253 shares; 2025Q2: 193 shares; 2025Q3: 1,054 shares; 2025Q4: 730 shares; 2026Q1: 326 shares; 2026Q2: 282 shares 282 $69.7K 0.01% -44 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 159 shares; 2025Q1: 313 shares; 2025Q2: 230 shares; 2025Q3: 8,000 shares; 2025Q4: 259 shares; 2026Q1: 268 shares; 2026Q2: 282 shares 282 $69.3K 0.01% +14 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: 133 shares; 2024Q4: 140 shares; 2025Q1: 1,180 shares; 2025Q2: 212 shares; 2025Q3: 336 shares; 2025Q4: 344 shares; 2026Q1: 436 shares; 2026Q2: 449 shares 449 $69.2K 0.01% +13 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,357 shares; 2025Q4: 1,281 shares; 2026Q1: 1,301 shares; 2026Q2: 1,281 shares 1,281 $69.1K 0.01% -20 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 249 shares; 2025Q2: 208 shares; 2025Q3: 1,198 shares; 2025Q4: 271 shares; 2026Q1: 290 shares; 2026Q2: 336 shares 336 $68.8K 0.01% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 166 shares; 2025Q4: 278 shares; 2026Q1: 791 shares; 2026Q2: 788 shares 788 $68.7K 0.01% -3 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,948 shares; 2025Q1: 1,917 shares; 2025Q2: 1,313 shares; 2025Q3: 8,126 shares; 2025Q4: 9,213 shares; 2026Q1: 1,383 shares; 2026Q2: 719 shares 719 $68.3K 0.01% -664 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 272 shares; 2026Q2: 253 shares 253 $68.1K 0.01% -19 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: 37 shares; 2024Q4: 35 shares; 2025Q1: 47 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 49 shares; 2026Q2: 50 shares 50 $67.8K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 329 shares; 2025Q1: 396 shares; 2025Q2: 730 shares; 2025Q3: 1,282 shares; 2025Q4: 1,286 shares; 2026Q1: 1,469 shares; 2026Q2: 1,492 shares 1,492 $67.6K 0.01% +23 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: 35 shares; 2024Q4: 40 shares; 2025Q1: 66 shares; 2025Q2: 86 shares; 2025Q3: 264 shares; 2025Q4: 99 shares; 2026Q1: 132 shares; 2026Q2: 121 shares 121 $67.4K 0.01% -11 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 49 shares; 2025Q2: 50 shares; 2025Q3: 344 shares; 2025Q4: 97 shares; 2026Q1: 109 shares; 2026Q2: 142 shares 142 $67.3K 0.01% +33 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 1,158 shares; 2025Q4: 799 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $66.8K 0.01% 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: 37 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 1,271 shares; 2026Q2: 1,281 shares 1,281 $66.7K 0.01% +10 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $66.7K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 301 shares; 2025Q1: 370 shares; 2025Q2: 311 shares; 2025Q3: 77 shares; 2025Q4: 417 shares; 2026Q1: 420 shares; 2026Q2: 372 shares 372 $66.7K 0.01% -48 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: 26 shares; 2024Q4: 50 shares; 2025Q1: 104 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 106 shares; 2026Q1: 98 shares; 2026Q2: 122 shares 122 $66.5K 0.01% +24 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 309 shares; 2025Q1: 842 shares; 2025Q2: 708 shares; 2025Q3: 56 shares; 2025Q4: 1,251 shares; 2026Q1: 1,053 shares; 2026Q2: 1,378 shares 1,378 $66.4K 0.01% +325 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 1,101 shares; 2025Q4: 1,107 shares; 2026Q1: 1,049 shares; 2026Q2: 1,052 shares 1,052 $65.2K 0.01% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 88 shares; 2026Q2: 76 shares 76 $65.2K 0.01% -12 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: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 2,315 shares; 2025Q2: 2,399 shares; 2025Q3: 124 shares; 2025Q4: 2,539 shares; 2026Q1: 2,524 shares; 2026Q2: 2,517 shares 2,517 $65.1K 0.01% -7 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 699 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares; 2026Q1: 1,287 shares; 2026Q2: 1,301 shares 1,301 $64.7K 0.01% +14 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: 128 shares; 2024Q4: 116 shares; 2025Q1: 262 shares; 2025Q2: 117 shares; 2025Q3: 504 shares; 2025Q4: 121 shares; 2026Q1: 1,187 shares; 2026Q2: 1,303 shares 1,303 $64.7K 0.01% +116 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,525 shares; 2025Q1: 1,413 shares; 2025Q2: 4,369 shares; 2025Q3: 3,094 shares; 2025Q4: 3,011 shares; 2026Q1: 3,034 shares; 2026Q2: 3,056 shares 3,056 $63.7K 0.01% +22 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 262 shares; 2025Q1: 266 shares; 2025Q2: 276 shares; 2025Q3: 39 shares; 2025Q4: 264 shares; 2026Q1: 690 shares; 2026Q2: 635 shares 635 $63.5K 0.01% -55 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: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 211 shares; 2026Q1: 418 shares; 2026Q2: 403 shares 403 $63.1K 0.01% -15 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: 100 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 113 shares; 2025Q3: 182 shares; 2025Q4: 203 shares; 2026Q1: 208 shares; 2026Q2: 185 shares 185 $63K 0.01% -23 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: 127 shares; 2024Q4: 131 shares; 2025Q1: 189 shares; 2025Q2: 135 shares; 2025Q3: 11 shares; 2025Q4: 275 shares; 2026Q1: 597 shares; 2026Q2: 555 shares 555 $63K 0.01% -42 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: 222 shares; 2024Q4: 250 shares; 2025Q1: 493 shares; 2025Q2: 265 shares; 2025Q3: 747 shares; 2025Q4: 513 shares; 2026Q1: 676 shares; 2026Q2: 605 shares 605 $62.9K 0.01% -71 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 260 shares; 2025Q1: 282 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 498 shares; 2026Q1: 595 shares; 2026Q2: 610 shares 610 $62.9K 0.01% +15 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,482 shares 1,482 $62.8K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 62 shares; 2025Q1: 113 shares; 2025Q2: 67 shares; 2025Q3: 50 shares; 2025Q4: 248 shares; 2026Q1: 274 shares; 2026Q2: 263 shares 263 $62.6K 0.01% -11 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 15 shares; 2025Q4: 13,944 shares; 2026Q1: 1,711 shares; 2026Q2: 1,133 shares 1,133 $62.1K 0.01% -578 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 59 shares; 2025Q1: 125 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 124 shares; 2026Q1: 116 shares; 2026Q2: 130 shares 130 $61.4K 0.01% +14 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: 327 shares; 2024Q4: 338 shares; 2025Q1: 665 shares; 2025Q2: 421 shares; 2025Q3: 103 shares; 2025Q4: 458 shares; 2026Q1: 461 shares; 2026Q2: 376 shares 376 $61.2K 0.01% -85 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 30,449 shares; 2025Q4: 546 shares; 2026Q1: 547 shares; 2026Q2: 386 shares 386 $61.2K 0.01% -161 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,370 shares; 2025Q1: 1,321 shares; 2025Q2: 1,317 shares; 2025Q3: 1,605,768 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,255 shares 1,255 $61.1K 0.01% +7 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: 64 shares; 2024Q4: 292 shares; 2025Q1: 628 shares; 2025Q2: 155 shares; 2025Q3: 202 shares; 2025Q4: 477 shares; 2026Q1: 314 shares; 2026Q2: 290 shares 290 $60.5K 0.01% -24 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 188 shares; 2025Q2: 125 shares; 2025Q3: 377 shares; 2025Q4: 378 shares; 2026Q1: 393 shares; 2026Q2: 355 shares 355 $60.1K 0.01% -38 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 2,524 shares; 2025Q1: 2,489 shares; 2025Q2: 2,556 shares; 2025Q3: 2,588 shares; 2025Q4: 2,639 shares; 2026Q1: 2,715 shares; 2026Q2: 2,751 shares 2,751 $60K 0.01% +36 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 187 shares; 2025Q1: 494 shares; 2025Q2: 353 shares; 2025Q3: 87 shares; 2025Q4: 969 shares; 2026Q1: 1,143 shares; 2026Q2: 1,137 shares 1,137 $59.9K 0.01% -6 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 160 shares; 2025Q2: 139 shares; 2025Q3: 218 shares; 2025Q4: 190 shares; 2026Q1: 179 shares; 2026Q2: 178 shares 178 $59.7K 0.01% -1 Timeline FDMO 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 626 shares; 2026Q2: 625 shares 625 $59.4K 0.01% -1 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 79 shares; 2026Q2: 81 shares 81 $59.4K 0.01% +2 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: 820 shares; 2025Q4: 820 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $59.2K 0.01% 0 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: 49 shares; 2024Q4: 177 shares; 2025Q1: 187 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,303 shares; 2026Q1: 1,373 shares; 2026Q2: 1,354 shares 1,354 $58.7K 0.01% -19 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 195 shares; 2026Q2: 170 shares 170 $58.4K 0.01% -25 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: 242 shares; 2024Q4: 201 shares; 2025Q1: 416 shares; 2025Q2: 412 shares; 2025Q3: 489 shares; 2025Q4: 536 shares; 2026Q1: 513 shares; 2026Q2: 511 shares 511 $58.3K 0.01% -2 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: 88 shares; 2024Q4: 87 shares; 2025Q1: 127 shares; 2025Q2: 128 shares; 2025Q3: 7 shares; 2025Q4: 151 shares; 2026Q1: 186 shares; 2026Q2: 188 shares 188 $58.2K 0.01% +2 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: 192 shares; 2024Q4: 208 shares; 2025Q1: 363 shares; 2025Q2: 286 shares; 2025Q3: 499 shares; 2025Q4: 384 shares; 2026Q1: 423 shares; 2026Q2: 408 shares 408 $58.1K 0.01% -15 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 477 shares; 2025Q1: 509 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 512 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $58K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 117 shares; 2025Q1: 144 shares; 2025Q2: 156 shares; 2025Q3: 2 shares; 2025Q4: 277 shares; 2026Q1: 429 shares; 2026Q2: 453 shares 453 $58K 0.01% +24 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 642 shares; 2025Q1: 1,909 shares; 2025Q2: 1,757 shares; 2025Q3: 1,866 shares; 2025Q4: 1,975 shares; 2026Q1: 1,994 shares; 2026Q2: 1,800 shares 1,800 $58K 0.01% -194 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: 117 shares; 2024Q4: 121 shares; 2025Q1: 115 shares; 2025Q2: 176 shares; 2025Q3: 159 shares; 2025Q4: 247 shares; 2026Q1: 287 shares; 2026Q2: 274 shares 274 $57.9K 0.01% -13 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: not reported; 2026Q2: 3,109 shares 3,109 $57.6K 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: 78 shares; 2024Q4: 75 shares; 2025Q1: 208 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: 216 shares; 2026Q1: 236 shares; 2026Q2: 202 shares 202 $57.6K 0.01% -34 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: 1,051 shares; 2024Q4: 1,063 shares; 2025Q1: 1,084 shares; 2025Q2: 90 shares; 2025Q3: 164 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 112 shares 112 $57.6K 0.01% -12 Timeline GSSC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $57K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 111 shares; 2025Q2: 62 shares; 2025Q3: 558 shares; 2025Q4: 512 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $56.7K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 49 shares; 2025Q2: 116 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 282 shares; 2026Q2: 280 shares 280 $56.3K 0.01% -2 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 91 shares; 2025Q1: 117 shares; 2025Q2: 135 shares; 2025Q3: 151 shares; 2025Q4: 152 shares; 2026Q1: 169 shares; 2026Q2: 175 shares 175 $56.2K 0.01% +6 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: not reported; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 45 shares; 2025Q4: 44 shares; 2026Q1: 46 shares; 2026Q2: 40 shares 40 $56.1K 0.01% -6 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: 12 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $56K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 865 shares; 2025Q1: 854 shares; 2025Q2: 869 shares; 2025Q3: 872 shares; 2025Q4: 911 shares; 2026Q1: 1,097 shares; 2026Q2: 1,133 shares 1,133 $55.9K 0.01% +36 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: 174 shares; 2024Q4: 157 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 16 shares; 2025Q4: 172 shares; 2026Q1: 191 shares; 2026Q2: 195 shares 195 $55.7K 0.01% +4 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 376 shares; 2025Q4: 1,526 shares; 2026Q1: 1,650 shares; 2026Q2: 1,756 shares 1,756 $55.6K 0.01% +106 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 519 shares; 2025Q1: 884 shares; 2025Q2: 845 shares; 2025Q3: 865 shares; 2025Q4: 779 shares; 2026Q1: 895 shares; 2026Q2: 900 shares 900 $54.8K 0.01% +5 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: 39 shares; 2024Q4: 43 shares; 2025Q1: 182 shares; 2025Q2: 174 shares; 2025Q3: 218 shares; 2025Q4: 235 shares; 2026Q1: 222 shares; 2026Q2: 192 shares 192 $54.7K 0.01% -30 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 59 shares; 2025Q1: 83 shares; 2025Q2: 94 shares; 2025Q3: 576 shares; 2025Q4: 232 shares; 2026Q1: 183 shares; 2026Q2: 202 shares 202 $54.1K 0.01% +19 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 61 shares; 2025Q1: 419 shares; 2025Q2: 429 shares; 2025Q3: 481 shares; 2025Q4: 482 shares; 2026Q1: 510 shares; 2026Q2: 482 shares 482 $53.9K 0.01% -28 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: 465 shares; 2024Q4: 452 shares; 2025Q1: 532 shares; 2025Q2: 499 shares; 2025Q3: 532 shares; 2025Q4: 209 shares; 2026Q1: 454 shares; 2026Q2: 499 shares 499 $53.9K 0.01% +45 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 78 shares; 2025Q1: 117 shares; 2025Q2: 198 shares; 2025Q3: 154 shares; 2025Q4: 428 shares; 2026Q1: 465 shares; 2026Q2: 443 shares 443 $53.7K 0.01% -22 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 633 shares; 2025Q3: 70 shares; 2025Q4: 710 shares; 2026Q1: 779 shares; 2026Q2: 621 shares 621 $53.7K 0.01% -158 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: 135 shares; 2024Q4: 138 shares; 2025Q1: 310 shares; 2025Q2: 295 shares; 2025Q3: 304 shares; 2025Q4: 277 shares; 2026Q1: 370 shares; 2026Q2: 304 shares 304 $53.5K 0.01% -66 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,143 shares; 2025Q1: 1,001 shares; 2025Q2: 1,015 shares; 2025Q3: 71 shares; 2025Q4: 1,032 shares; 2026Q1: 1,073 shares; 2026Q2: 1,051 shares 1,051 $53.1K 0.01% -22 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 74 shares; 2025Q1: 145 shares; 2025Q2: 121 shares; 2025Q3: 16 shares; 2025Q4: 328 shares; 2026Q1: 347 shares; 2026Q2: 314 shares 314 $52.8K 0.01% -33 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: 94 shares; 2024Q4: 170 shares; 2025Q1: 181 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 591 shares; 2026Q1: 635 shares; 2026Q2: 848 shares 848 $52.6K 0.01% +213 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 11 shares; 2025Q1: 33 shares; 2025Q2: 52 shares; 2025Q3: 638 shares; 2025Q4: 57 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $52.5K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 42 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 39 shares; 2026Q1: 51 shares; 2026Q2: 50 shares 50 $51.5K 0.01% -1 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: 3 shares; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 199 shares; 2025Q3: 4,521 shares; 2025Q4: 4,461 shares; 2026Q1: 874 shares; 2026Q2: 665 shares 665 $51.3K 0.01% -209 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: 743 shares; 2024Q4: 598 shares; 2025Q1: 1,220 shares; 2025Q2: 164 shares; 2025Q3: 443 shares; 2025Q4: 334 shares; 2026Q1: 275 shares; 2026Q2: 615 shares 615 $51.3K 0.01% +340 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 92 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 469 shares; 2025Q4: 231 shares; 2026Q1: 281 shares; 2026Q2: 287 shares 287 $51.1K 0.01% +6 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 74 shares; 2025Q2: 46 shares; 2025Q3: 128 shares; 2025Q4: 197 shares; 2026Q1: 219 shares; 2026Q2: 222 shares 222 $51K 0.01% +3 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: 7 shares; 2025Q3: 100 shares; 2025Q4: 416 shares; 2026Q1: 481 shares; 2026Q2: 508 shares 508 $51K 0.01% +27 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,040 shares; 2026Q1: 3,399 shares; 2026Q2: 3,826 shares 3,826 $51K 0.01% +427 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: 129 shares; 2024Q4: 128 shares; 2025Q1: 193 shares; 2025Q2: 126 shares; 2025Q3: 8 shares; 2025Q4: 176 shares; 2026Q1: 216 shares; 2026Q2: 198 shares 198 $50K 0.01% -18 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: 40 shares; 2024Q4: 43 shares; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 81 shares; 2026Q1: 156 shares; 2026Q2: 133 shares 133 $49.1K 0.01% -23 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 1,084 shares; 2025Q4: 8,465 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $48.9K 0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $48.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 785 shares; 2026Q2: 610 shares 610 $48.5K 0.01% -175 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,870 shares 1,870 $48.5K 0.01% +16 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 108 shares; 2025Q4: 112 shares; 2026Q1: 114 shares; 2026Q2: 117 shares 117 $48.3K 0.01% +3 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 43 shares; 2025Q1: 164 shares; 2025Q2: 181 shares; 2025Q3: 183 shares; 2025Q4: 191 shares; 2026Q1: 242 shares; 2026Q2: 230 shares 230 $48K 0.01% -12 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 142 shares; 2025Q2: 144 shares; 2025Q3: 166 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 170 shares 170 $47.9K 0.01% -13 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: 124 shares; 2024Q4: 129 shares; 2025Q1: 248 shares; 2025Q2: 199 shares; 2025Q3: 214 shares; 2025Q4: 221 shares; 2026Q1: 292 shares; 2026Q2: 280 shares 280 $47.8K 0.01% -12 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: 13 shares; 2026Q1: 361 shares; 2026Q2: 344 shares 344 $47.7K 0.01% -17 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 324 shares; 2025Q2: 344 shares; 2025Q3: 10 shares; 2025Q4: 354 shares; 2026Q1: 399 shares; 2026Q2: 406 shares 406 $47.6K 0.01% +7 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2 shares; 2026Q1: 329 shares; 2026Q2: 766 shares 766 $47.5K 0.01% +437 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares; 2026Q1: 328 shares; 2026Q2: 327 shares 327 $47.4K 0.01% -1 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: 617 shares; 2024Q4: 129 shares; 2025Q1: 158 shares; 2025Q2: 92 shares; 2025Q3: 2,388 shares; 2025Q4: 116 shares; 2026Q1: 1,353 shares; 2026Q2: 585 shares 585 $47.1K 0.01% -768 Timeline RINF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,032 shares; 2025Q1: 1,375 shares; 2025Q2: 1,386 shares; 2025Q3: 250 shares; 2025Q4: 1,418 shares; 2026Q1: 1,428 shares; 2026Q2: 1,438 shares 1,438 $46.9K 0.01% +10 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,256 shares; 2025Q1: 1,130 shares; 2025Q2: 1,175 shares; 2025Q3: 1,221 shares; 2025Q4: 1,105 shares; 2026Q1: 1,238 shares; 2026Q2: 1,143 shares 1,143 $46.8K 0.01% -95 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: 1,513 shares; 2024Q4: 1,381 shares; 2025Q1: 1,340 shares; 2025Q2: 1,366 shares; 2025Q3: 272 shares; 2025Q4: 1,113 shares; 2026Q1: 1,134 shares; 2026Q2: 1,147 shares 1,147 $46.3K 0.01% +13 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 122 shares; 2025Q1: 378 shares; 2025Q2: 163 shares; 2025Q3: 498 shares; 2025Q4: 489 shares; 2026Q1: 507 shares; 2026Q2: 506 shares 506 $46.2K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 24 shares; 2025Q3: 10 shares; 2025Q4: 282 shares; 2026Q1: 315 shares; 2026Q2: 318 shares 318 $45.6K 0.01% +3 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 866 shares; 2025Q3: 49 shares; 2025Q4: 1,592 shares; 2026Q1: 1,887 shares; 2026Q2: 1,737 shares 1,737 $45.3K 0.01% -150 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: 655 shares; 2024Q4: 787 shares; 2025Q1: 1,131 shares; 2025Q2: 975 shares; 2025Q3: 1,015 shares; 2025Q4: 617 shares; 2026Q1: 801 shares; 2026Q2: 744 shares 744 $45.2K 0.01% -57 Timeline FELG 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: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $45.1K 0.01% 0 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: 13 shares; 2024Q4: 15 shares; 2025Q1: 302 shares; 2025Q2: 363 shares; 2025Q3: 364 shares; 2025Q4: 366 shares; 2026Q1: 486 shares; 2026Q2: 490 shares 490 $44.9K 0.01% +4 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: 31 shares; 2024Q4: 28 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 93 shares; 2025Q4: 100 shares; 2026Q1: 132 shares; 2026Q2: 133 shares 133 $44.8K 0.01% +1 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $44.7K 0.01% 0 Timeline FMDE 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: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 1,102 shares; 2026Q2: 1,103 shares 1,103 $44.7K 0.01% +1 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 598 shares; 2025Q1: 616 shares; 2025Q2: 628 shares; 2025Q3: 14 shares; 2025Q4: 1,247 shares; 2026Q1: 1,388 shares; 2026Q2: 1,529 shares 1,529 $44.7K 0.01% +141 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: 225 shares; 2024Q4: 212 shares; 2025Q1: 259 shares; 2025Q2: 209 shares; 2025Q3: 2 shares; 2025Q4: 159 shares; 2026Q1: 193 shares; 2026Q2: 210 shares 210 $44.4K 0.01% +17 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: 92 shares; 2024Q4: 77 shares; 2025Q1: 173 shares; 2025Q2: 124 shares; 2025Q3: 239 shares; 2025Q4: 258 shares; 2026Q1: 330 shares; 2026Q2: 312 shares 312 $44.4K 0.01% -18 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 40 shares; 2025Q4: 1,300 shares; 2026Q1: 2,167 shares; 2026Q2: 2,167 shares 2,167 $43.7K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 121 shares; 2025Q1: 133 shares; 2025Q2: 88 shares; 2025Q3: 80 shares; 2025Q4: 99 shares; 2026Q1: 137 shares; 2026Q2: 450 shares 450 $43.7K 0.01% +313 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: 28 shares; 2024Q4: 46 shares; 2025Q1: 58 shares; 2025Q2: 99 shares; 2025Q3: 87 shares; 2025Q4: 89 shares; 2026Q1: 179 shares; 2026Q2: 207 shares 207 $43.7K 0.01% +28 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 30 shares; 2025Q1: 308 shares; 2025Q2: 314 shares; 2025Q3: 472 shares; 2025Q4: 753 shares; 2026Q1: 745 shares; 2026Q2: 865 shares 865 $43.4K 0.01% +120 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 872 shares; 2025Q1: 1,090 shares; 2025Q2: 1,689 shares; 2025Q3: 2,431 shares; 2025Q4: 2,804 shares; 2026Q1: 3,404 shares; 2026Q2: 3,105 shares 3,105 $42.7K 0.01% -299 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 8 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 3,445 shares 3,445 $42.6K 0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $42.5K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 121 shares; 2025Q4: 120 shares; 2026Q1: 214 shares; 2026Q2: 186 shares 186 $42.5K 0.01% -28 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,589 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares; 2026Q2: 3,729 shares 3,729 $42.3K 0.01% 0 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: 215 shares; 2024Q4: 233 shares; 2025Q1: 269 shares; 2025Q2: 491 shares; 2025Q3: 10 shares; 2025Q4: 518 shares; 2026Q1: 591 shares; 2026Q2: 595 shares 595 $42.3K 0.01% +4 Timeline IBB 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: 202 shares; 2026Q1: 206 shares; 2026Q2: 225 shares 225 $42.1K 0.01% +19 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 980 shares; 2025Q1: 977 shares; 2025Q2: 906 shares; 2025Q3: 1,274 shares; 2025Q4: 1,615 shares; 2026Q1: 1,737 shares; 2026Q2: 1,876 shares 1,876 $42K 0.01% +139 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 19 shares; 2025Q1: 129 shares; 2025Q2: 126 shares; 2025Q3: 73 shares; 2025Q4: 123 shares; 2026Q1: 162 shares; 2026Q2: 148 shares 148 $42K 0.01% -14 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $42K 0.01% 0 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: 20 shares; 2024Q4: 31 shares; 2025Q1: 67 shares; 2025Q2: 49 shares; 2025Q3: 392 shares; 2025Q4: 77 shares; 2026Q1: 74 shares; 2026Q2: 69 shares 69 $41.9K 0.01% -5 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 11 shares; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 854 shares 854 $41.9K 0.01% +71 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 65 shares; 2025Q2: 30 shares; 2025Q3: 212 shares; 2025Q4: 128 shares; 2026Q1: 118 shares; 2026Q2: 103 shares 103 $41.8K 0.01% -15 Timeline GTIP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $41.7K 0.01% 0 Timeline SMMD 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: 1,210 shares; 2025Q1: 1,230 shares; 2025Q2: 1,210 shares; 2025Q3: 1,397 shares; 2025Q4: 710 shares; 2026Q1: 451 shares; 2026Q2: 461 shares 461 $41.2K 0.01% +10 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: 63 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 34 shares; 2026Q1: 775 shares; 2026Q2: 376 shares 376 $41.1K 0.01% -399 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: 144 shares; 2024Q4: 158 shares; 2025Q1: 168 shares; 2025Q2: 133 shares; 2025Q3: 3 shares; 2025Q4: 176 shares; 2026Q1: 344 shares; 2026Q2: 332 shares 332 $41.1K 0.01% -12 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 240 shares; 2025Q1: 330 shares; 2025Q2: 334 shares; 2025Q3: 146 shares; 2025Q4: 402 shares; 2026Q1: 389 shares; 2026Q2: 307 shares 307 $40.9K 0.01% -82 Timeline BOND 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: 750 shares; 2024Q4: 688 shares; 2025Q1: 612 shares; 2025Q2: 551 shares; 2025Q3: 325 shares; 2025Q4: 318 shares; 2026Q1: 447 shares; 2026Q2: 450 shares 450 $40.8K 0.01% +3 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 478 shares; 2026Q2: 492 shares 492 $40.7K 0.01% +14 Timeline TOPT 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: 1,206 shares; 2026Q2: 1,206 shares 1,206 $40.2K 0.01% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 293 shares; 2025Q1: 490 shares; 2025Q2: 491 shares; 2025Q3: 492 shares; 2025Q4: 441 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $40.1K 0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 22 shares; 2026Q1: 541 shares; 2026Q2: 725 shares 725 $39.8K 0.01% +184 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 269 shares; 2025Q1: 509 shares; 2025Q2: 564 shares; 2025Q3: 1,597 shares; 2025Q4: 1,701 shares; 2026Q1: 1,935 shares; 2026Q2: 1,516 shares 1,516 $39.8K 0.01% -419 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 125 shares; 2025Q1: 875 shares; 2025Q2: 878 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $39.7K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 39 shares; 2025Q1: 133 shares; 2025Q2: 150 shares; 2025Q3: 241 shares; 2025Q4: 182 shares; 2026Q1: 235 shares; 2026Q2: 255 shares 255 $39.5K <0.01% +20 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: 18 shares; 2024Q4: 41 shares; 2025Q1: 140 shares; 2025Q2: 225 shares; 2025Q3: 141 shares; 2025Q4: 268 shares; 2026Q1: 330 shares; 2026Q2: 378 shares 378 $39.5K <0.01% +48 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 480 shares; 2026Q1: 419 shares; 2026Q2: 238 shares 238 $39.4K <0.01% -181 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 785 shares; 2025Q2: 674 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $39.2K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 127 shares; 2025Q2: 70 shares; 2025Q3: 10,506 shares; 2025Q4: 11,435 shares; 2026Q1: 449 shares; 2026Q2: 106 shares 106 $39.1K <0.01% -343 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 11 shares; 2025Q3: 173 shares; 2025Q4: 172 shares; 2026Q1: 188 shares; 2026Q2: 177 shares 177 $39K <0.01% -11 Timeline GNR 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: 504 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 526 shares; 2025Q3: 79 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 540 shares 540 $38.7K <0.01% +6 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 142 shares; 2026Q2: 134 shares 134 $38K <0.01% -8 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 747 shares 747 $38K <0.01% +632 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,538 shares; 2025Q4: 20,538 shares; 2026Q1: 1,633 shares; 2026Q2: 1,656 shares 1,656 $37.8K <0.01% +23 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: 74 shares; 2024Q4: 80 shares; 2025Q1: 125 shares; 2025Q2: 163 shares; 2025Q3: 88 shares; 2025Q4: 237 shares; 2026Q1: 480 shares; 2026Q2: 508 shares 508 $37.8K <0.01% +28 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 45 shares; 2025Q1: 100 shares; 2025Q2: 106 shares; 2025Q3: 169 shares; 2025Q4: 175 shares; 2026Q1: 206 shares; 2026Q2: 151 shares 151 $37.6K <0.01% -55 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 187 shares; 2025Q1: 222 shares; 2025Q2: 348 shares; 2025Q3: 1,242 shares; 2025Q4: 640 shares; 2026Q1: 661 shares; 2026Q2: 890 shares 890 $37.5K <0.01% +229 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 110 shares; 2025Q1: 103 shares; 2025Q2: 81 shares; 2025Q3: 57 shares; 2025Q4: 55 shares; 2026Q1: 105 shares; 2026Q2: 104 shares 104 $37.3K <0.01% -1 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 303 shares; 2026Q1: 304 shares; 2026Q2: 306 shares 306 $37.2K <0.01% +2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 19 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 11,772 shares; 2025Q4: 99 shares; 2026Q1: 120 shares; 2026Q2: 118 shares 118 $36.8K <0.01% -2 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: 459 shares; 2025Q2: 467 shares; 2025Q3: 805 shares; 2025Q4: 473 shares; 2026Q1: 474 shares; 2026Q2: 655 shares 655 $36.8K <0.01% +181 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 19 shares; 2025Q4: 10 shares; 2026Q1: 194 shares; 2026Q2: 199 shares 199 $36.4K <0.01% +5 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 198 shares; 2026Q1: 196 shares; 2026Q2: 195 shares 195 $36.3K <0.01% -1 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 43 shares; 2025Q1: 184 shares; 2025Q2: 73 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 425 shares; 2026Q2: 367 shares 367 $36.2K <0.01% -58 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares; 2026Q2: 731 shares 731 $36K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 6 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 91 shares; 2026Q2: 86 shares 86 $35.9K <0.01% -5 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 384 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 244 shares; 2025Q4: 411 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $35.9K <0.01% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 723 shares; 2026Q2: 723 shares 723 $35.9K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $35.7K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 4 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 30 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares; 2026Q2: 1,216 shares 1,216 $35.6K <0.01% 0 Timeline IYT 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: 384 shares; 2026Q2: 403 shares 403 $35.5K <0.01% +19 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 303 shares; 2025Q4: 636 shares; 2026Q1: 701 shares; 2026Q2: 770 shares 770 $35.4K <0.01% +69 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 256 shares; 2025Q4: 446 shares; 2026Q1: 456 shares; 2026Q2: 481 shares 481 $35.1K <0.01% +25 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: 20 shares; 2024Q4: 30 shares; 2025Q1: 46 shares; 2025Q2: 67 shares; 2025Q3: 427 shares; 2025Q4: 81 shares; 2026Q1: 130 shares; 2026Q2: 116 shares 116 $34.9K <0.01% -14 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 263 shares; 2025Q1: 291 shares; 2025Q2: 307 shares; 2025Q3: 322 shares; 2025Q4: 333 shares; 2026Q1: 402 shares; 2026Q2: 413 shares 413 $34.8K <0.01% +11 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: 421 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 356 shares; 2025Q3: 404 shares; 2025Q4: 341 shares; 2026Q1: 342 shares; 2026Q2: 359 shares 359 $34.8K <0.01% +17 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $34.7K <0.01% 0 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: 156 shares; 2024Q4: 103 shares; 2025Q1: 192 shares; 2025Q2: 463 shares; 2025Q3: 7 shares; 2025Q4: 533 shares; 2026Q1: 876 shares; 2026Q2: 725 shares 725 $34.5K <0.01% -151 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 73 shares; 2025Q3: 87 shares; 2025Q4: 86 shares; 2026Q1: 106 shares; 2026Q2: 123 shares 123 $34.5K <0.01% +17 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 472 shares; 2025Q1: 499 shares; 2025Q2: 571 shares; 2025Q3: 27 shares; 2025Q4: 632 shares; 2026Q1: 2,099 shares; 2026Q2: 2,010 shares 2,010 $34.3K <0.01% -89 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $34.2K <0.01% 0 Timeline