IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,159 shares; 2024Q4: 180,239 shares; 2025Q1: 185,268 shares; 2025Q2: not reported; 2025Q3: 196,850 shares; 2025Q4: 200,342 shares; 2026Q1: 216,422 shares; 2026Q2: 214,948 shares 214,948 $161M 11.66% -1,474 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,112,068 shares; 2025Q1: 1,112,068 shares; 2025Q2: 1,112,068 shares; 2025Q3: 1,112,068 shares; 2025Q4: 2,147,815 shares; 2026Q1: 2,754,179 shares; 2026Q2: 3,307,188 shares 3,307,188 $141M 10.22% +553,009 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: 755,274 shares; 2024Q4: 814,395 shares; 2025Q1: 850,319 shares; 2025Q2: 877,935 shares; 2025Q3: 901,549 shares; 2025Q4: 930,710 shares; 2026Q1: 1,013,534 shares; 2026Q2: 1,043,164 shares 1,043,164 $80.4M 5.83% +29,630 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: 97,766 shares; 2024Q4: 96,893 shares; 2025Q1: 95,335 shares; 2025Q2: 96,140 shares; 2025Q3: 101,813 shares; 2025Q4: 100,755 shares; 2026Q1: 100,267 shares; 2026Q2: 104,579 shares 104,579 $78.1M 5.66% +4,312 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: 193,109 shares; 2024Q4: 480,786 shares; 2025Q1: 512,575 shares; 2025Q2: 510,399 shares; 2025Q3: 527,740 shares; 2025Q4: 551,109 shares; 2026Q1: 613,832 shares; 2026Q2: 660,188 shares 660,188 $63.8M 4.62% +46,356 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,186 shares; 2025Q3: 576,530 shares; 2025Q4: 604,549 shares; 2026Q1: 672,981 shares; 2026Q2: 691,686 shares 691,686 $50.8M 3.68% +18,705 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,066 shares; 2024Q4: 311,510 shares; 2025Q1: 321,907 shares; 2025Q2: 322,980 shares; 2025Q3: 322,429 shares; 2025Q4: 322,408 shares; 2026Q1: 364,577 shares; 2026Q2: 364,656 shares 364,656 $48.2M 3.49% +79 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713,164 shares; 2024Q4: 720,466 shares; 2025Q1: 727,917 shares; 2025Q2: 727,837 shares; 2025Q3: 737,695 shares; 2025Q4: 754,413 shares; 2026Q1: 763,453 shares; 2026Q2: 778,666 shares 778,666 $42.5M 3.08% +15,213 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,626 shares; 2024Q4: 389,686 shares; 2025Q1: 569,669 shares; 2025Q2: 575,987 shares; 2025Q3: 939,484 shares; 2025Q4: 760,896 shares; 2026Q1: 675,334 shares; 2026Q2: 847,303 shares 847,303 $42M 3.04% +171,969 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 52 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 55 shares 55 $41.2M 2.98% -1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,391 shares; 2024Q4: 50,964 shares; 2025Q1: 50,953 shares; 2025Q2: 50,435 shares; 2025Q3: 50,119 shares; 2025Q4: 50,125 shares; 2026Q1: 50,125 shares; 2026Q2: 50,124 shares 50,124 $35.3M 2.55% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,202 shares; 2025Q4: 59,553 shares; 2026Q1: 83,595 shares; 2026Q2: 87,611 shares 87,611 $32.7M 2.37% +4,016 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,363 shares; 2025Q3: 105,986 shares; 2025Q4: 102,757 shares; 2026Q1: 105,084 shares; 2026Q2: 102,418 shares 102,418 $29.6M 2.15% -2,666 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: 140,520 shares; 2024Q4: 146,477 shares; 2025Q1: 237,821 shares; 2025Q2: 208,789 shares; 2025Q3: 209,284 shares; 2025Q4: 215,722 shares; 2026Q1: 235,253 shares; 2026Q2: 256,075 shares 256,075 $27.6M 2% +20,822 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: 82,664 shares; 2024Q4: 103,190 shares; 2025Q1: 114,402 shares; 2025Q2: 136,696 shares; 2025Q3: 141,940 shares; 2025Q4: 147,896 shares; 2026Q1: 173,848 shares; 2026Q2: 180,397 shares 180,397 $26.8M 1.94% +6,549 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,356 shares; 2024Q4: 106,356 shares; 2025Q1: 85,790 shares; 2025Q2: 85,513 shares; 2025Q3: 85,513 shares; 2025Q4: 85,513 shares; 2026Q1: 85,513 shares; 2026Q2: 85,513 shares 85,513 $25.9M 1.88% 0 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: 41,473 shares; 2024Q4: 38,649 shares; 2025Q1: 38,256 shares; 2025Q2: 38,244 shares; 2025Q3: 39,198 shares; 2025Q4: 39,103 shares; 2026Q1: 39,362 shares; 2026Q2: 40,172 shares 40,172 $23.3M 1.69% +810 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,939 shares; 2024Q4: 79,970 shares; 2025Q1: 79,517 shares; 2025Q2: 73,134 shares; 2025Q3: 72,492 shares; 2025Q4: 71,464 shares; 2026Q1: 71,080 shares; 2026Q2: 69,179 shares 69,179 $20.8M 1.51% -1,901 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,054 shares; 2024Q4: 24,004 shares; 2025Q1: 20,403 shares; 2025Q2: 20,378 shares; 2025Q3: 20,379 shares; 2025Q4: 20,552 shares; 2026Q1: 20,552 shares; 2026Q2: 164,416 shares 164,416 $19.7M 1.42% +143,864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,933 shares; 2025Q4: 53,165 shares; 2026Q1: 53,101 shares; 2026Q2: 54,038 shares 54,038 $19.1M 1.38% +937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,618 shares; 2025Q4: 114,341 shares; 2026Q1: 104,185 shares; 2026Q2: 105,557 shares 105,557 $17.5M 1.27% +1,372 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: 18,969 shares; 2024Q4: 19,054 shares; 2025Q1: 18,968 shares; 2025Q2: 19,693 shares; 2025Q3: 20,048 shares; 2025Q4: 19,394 shares; 2026Q1: 19,047 shares; 2026Q2: 19,375 shares 19,375 $14.3M 1.03% +328 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: 25,798 shares; 2024Q4: 25,593 shares; 2025Q1: 11,345 shares; 2025Q2: 13,498 shares; 2025Q3: 25,708 shares; 2025Q4: 25,385 shares; 2026Q1: 25,601 shares; 2026Q2: 26,858 shares 26,858 $13.4M 0.97% +1,257 Timeline HELO 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: 132,739 shares; 2025Q3: 138,048 shares; 2025Q4: 151,244 shares; 2026Q1: 179,671 shares; 2026Q2: 183,760 shares 183,760 $12.4M 0.9% +4,089 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,859 shares; 2024Q4: 140,859 shares; 2025Q1: 149,269 shares; 2025Q2: 148,434 shares; 2025Q3: 147,533 shares; 2025Q4: 140,223 shares; 2026Q1: 132,896 shares; 2026Q2: 132,891 shares 132,891 $10.9M 0.79% -5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,529 shares; 2024Q4: 71,911 shares; 2025Q1: 74,186 shares; 2025Q2: 79,079 shares; 2025Q3: 85,035 shares; 2025Q4: 85,022 shares; 2026Q1: 84,977 shares; 2026Q2: 84,025 shares 84,025 $8.73M 0.63% -952 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: 68,490 shares; 2024Q4: 66,498 shares; 2025Q1: 68,837 shares; 2025Q2: 67,100 shares; 2025Q3: 65,189 shares; 2025Q4: 68,052 shares; 2026Q1: 103,225 shares; 2026Q2: 105,358 shares 105,358 $8.73M 0.63% +2,133 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,794,106 shares 3,794,106 $8.59M 0.62% new 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: 25,392 shares; 2024Q4: 25,517 shares; 2025Q1: 15,261 shares; 2025Q2: 14,207 shares; 2025Q3: 12,224 shares; 2025Q4: 11,582 shares; 2026Q1: 11,754 shares; 2026Q2: 11,876 shares 11,876 $8.16M 0.59% +122 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: not reported; 2024Q4: 197,453 shares; 2025Q1: 199,496 shares; 2025Q2: 31,092 shares; 2025Q3: 35,144 shares; 2025Q4: 35,302 shares; 2026Q1: 35,666 shares; 2026Q2: 40,213 shares 40,213 $8.05M 0.58% +4,547 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,077 shares; 2025Q4: 28,015 shares; 2026Q1: 20,729 shares; 2026Q2: 21,790 shares 21,790 $7.79M 0.56% +1,061 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,389 shares; 2025Q3: 91,413 shares; 2025Q4: 92,980 shares; 2026Q1: 93,118 shares; 2026Q2: 93,675 shares 93,675 $7.74M 0.56% +557 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: 95,747 shares; 2024Q4: 92,251 shares; 2025Q1: 92,251 shares; 2025Q2: 99,390 shares; 2025Q3: 90,865 shares; 2025Q4: 95,472 shares; 2026Q1: 119,211 shares; 2026Q2: 121,090 shares 121,090 $7.23M 0.52% +1,879 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,925 shares; 2025Q3: 27,184 shares; 2025Q4: 25,897 shares; 2026Q1: 28,228 shares; 2026Q2: 29,559 shares 29,559 $7.05M 0.51% +1,331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,054 shares; 2025Q4: 17,143 shares; 2026Q1: 17,244 shares; 2026Q2: 17,862 shares 17,862 $6.13M 0.44% +618 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: 49,995 shares; 2024Q4: 43,956 shares; 2025Q1: 44,230 shares; 2025Q2: 44,283 shares; 2025Q3: 41,864 shares; 2025Q4: 39,308 shares; 2026Q1: 13,573 shares; 2026Q2: 14,032 shares 14,032 $5.9M 0.43% +459 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: 54,599 shares; 2024Q4: 54,625 shares; 2025Q1: 57,339 shares; 2025Q2: 56,355 shares; 2025Q3: 55,951 shares; 2025Q4: 60,147 shares; 2026Q1: 58,720 shares; 2026Q2: 58,758 shares 58,758 $5.67M 0.41% +38 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,817 shares; 2025Q2: 5,534 shares; 2025Q3: 9,991 shares; 2025Q4: 10,901 shares; 2026Q1: 69,695 shares; 2026Q2: 105,330 shares 105,330 $5.32M 0.39% +35,635 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: 15,315 shares; 2024Q4: 15,531 shares; 2025Q1: 15,527 shares; 2025Q2: 13,056 shares; 2025Q3: 14,418 shares; 2025Q4: 14,415 shares; 2026Q1: 15,190 shares; 2026Q2: 12,955 shares 12,955 $4.79M 0.35% -2,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,517 shares; 2025Q4: 12,603 shares; 2026Q1: 12,730 shares; 2026Q2: 13,043 shares 13,043 $4.27M 0.31% +313 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,892 shares; 2024Q4: 144,441 shares; 2025Q1: 140,535 shares; 2025Q2: 82,588 shares; 2025Q3: 91,098 shares; 2025Q4: 68,160 shares; 2026Q1: 62,249 shares; 2026Q2: 80,466 shares 80,466 $4.07M 0.29% +18,217 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,238 shares; 2024Q4: 75,120 shares; 2025Q1: 75,120 shares; 2025Q2: 75,122 shares; 2025Q3: 75,120 shares; 2025Q4: 75,122 shares; 2026Q1: 75,134 shares; 2026Q2: 75,202 shares 75,202 $4M 0.29% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,862 shares; 2025Q4: 5,888 shares; 2026Q1: 6,102 shares; 2026Q2: 6,659 shares 6,659 $3.75M 0.27% +557 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: 30,343 shares; 2024Q4: 88,441 shares; 2025Q1: 88,935 shares; 2025Q2: 95,571 shares; 2025Q3: 95,177 shares; 2025Q4: 97,242 shares; 2026Q1: 103,487 shares; 2026Q2: 108,015 shares 108,015 $3.43M 0.25% +4,528 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,675 shares; 2024Q4: 34,028 shares; 2025Q1: 33,698 shares; 2025Q2: 33,160 shares; 2025Q3: 33,289 shares; 2025Q4: 37,072 shares; 2026Q1: 38,059 shares; 2026Q2: 39,586 shares 39,586 $3.26M 0.24% +1,527 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,318 shares; 2025Q4: 18,336 shares; 2026Q1: 18,421 shares; 2026Q2: 18,904 shares 18,904 $3.21M 0.23% +483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,273 shares; 2025Q4: 42,899 shares; 2026Q1: 43,438 shares; 2026Q2: 44,491 shares 44,491 $3.18M 0.23% +1,053 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: 7,395 shares; 2024Q4: 7,095 shares; 2025Q1: 6,853 shares; 2025Q2: 6,559 shares; 2025Q3: 6,988 shares; 2025Q4: 6,823 shares; 2026Q1: 6,673 shares; 2026Q2: 24,743 shares 24,743 $3.07M 0.22% +18,070 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,433 shares; 2025Q2: 9,433 shares; 2025Q3: 9,433 shares; 2025Q4: 9,433 shares; 2026Q1: 33,134 shares; 2026Q2: 33,134 shares 33,134 $3.02M 0.22% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares; 2025Q4: 6,429 shares; 2026Q1: 6,648 shares; 2026Q2: 7,723 shares 7,723 $2.92M 0.21% +1,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,356 shares; 2025Q4: 10,246 shares; 2026Q1: 10,571 shares; 2026Q2: 11,954 shares 11,954 $2.83M 0.2% +1,383 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: 7,265 shares; 2024Q4: 7,098 shares; 2025Q1: 6,990 shares; 2025Q2: 6,898 shares; 2025Q3: 7,202 shares; 2025Q4: 13,797 shares; 2026Q1: 13,737 shares; 2026Q2: 14,376 shares 14,376 $2.74M 0.2% +639 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,599 shares; 2024Q4: 34,774 shares; 2025Q1: 34,829 shares; 2025Q2: 34,634 shares; 2025Q3: 35,863 shares; 2025Q4: 35,883 shares; 2026Q1: 35,868 shares; 2026Q2: 38,133 shares 38,133 $2.61M 0.19% +2,265 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: 45,492 shares; 2024Q4: 25,442 shares; 2025Q1: 25,727 shares; 2025Q2: 26,558 shares; 2025Q3: 27,134 shares; 2025Q4: 27,368 shares; 2026Q1: 31,102 shares; 2026Q2: 33,384 shares 33,384 $2.53M 0.18% +2,282 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,218 shares; 2024Q4: 31,565 shares; 2025Q1: 33,737 shares; 2025Q2: 35,789 shares; 2025Q3: 28,892 shares; 2025Q4: 38,406 shares; 2026Q1: 42,625 shares; 2026Q2: 44,499 shares 44,499 $2.51M 0.18% +1,874 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 12,484 shares; 2026Q1: 12,484 shares; 2026Q2: 12,484 shares 12,484 $2.49M 0.18% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 7,240 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 23,627 shares; 2025Q4: 23,393 shares; 2026Q1: 23,393 shares; 2026Q2: 23,393 shares 23,393 $2.49M 0.18% 0 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: 29,027 shares; 2024Q4: 29,257 shares; 2025Q1: 29,257 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 30,847 shares; 2026Q1: 31,766 shares; 2026Q2: 31,991 shares 31,991 $2.28M 0.17% +225 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: 36,354 shares; 2024Q4: 31,986 shares; 2025Q1: 25,516 shares; 2025Q2: 25,503 shares; 2025Q3: 16,383 shares; 2025Q4: 16,349 shares; 2026Q1: 16,420 shares; 2026Q2: 16,055 shares 16,055 $2.24M 0.16% -365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,659 shares; 2026Q1: 2,784 shares; 2026Q2: 2,889 shares 2,889 $2.09M 0.15% +105 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: 176,685 shares; 2024Q4: 173,853 shares; 2025Q1: 167,865 shares; 2025Q2: 66,495 shares; 2025Q3: 70,109 shares; 2025Q4: 64,870 shares; 2026Q1: 64,594 shares; 2026Q2: 67,621 shares 67,621 $2.06M 0.15% +3,027 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: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,121 shares; 2025Q4: 5,121 shares; 2026Q1: 5,244 shares; 2026Q2: 5,248 shares 5,248 $1.93M 0.14% +4 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: 5,528 shares; 2024Q4: 5,523 shares; 2025Q1: 5,457 shares; 2025Q2: 5,464 shares; 2025Q3: 5,634 shares; 2025Q4: 5,632 shares; 2026Q1: 5,663 shares; 2026Q2: 5,708 shares 5,708 $1.93M 0.14% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,880 shares; 2025Q4: 3,394 shares; 2026Q1: 3,440 shares; 2026Q2: 3,755 shares 3,755 $1.93M 0.14% +315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares; 2025Q4: 8,482 shares; 2026Q1: 8,632 shares; 2026Q2: 10,446 shares 10,446 $1.84M 0.13% +1,814 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: 3,931 shares; 2024Q4: 4,011 shares; 2025Q1: 3,411 shares; 2025Q2: 5,414 shares; 2025Q3: 5,279 shares; 2025Q4: 10,909 shares; 2026Q1: 13,029 shares; 2026Q2: 13,225 shares 13,225 $1.82M 0.13% +196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,610 shares; 2026Q1: 1,630 shares; 2026Q2: 1,707 shares 1,707 $1.82M 0.13% +77 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: 6,818 shares; 2024Q4: 6,425 shares; 2025Q1: 6,217 shares; 2025Q2: 6,022 shares; 2025Q3: 5,420 shares; 2025Q4: 5,108 shares; 2026Q1: 4,630 shares; 2026Q2: 3,957 shares 3,957 $1.79M 0.13% -673 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: 1,805 shares; 2024Q4: 1,832 shares; 2025Q1: 1,803 shares; 2025Q2: 1,714 shares; 2025Q3: 1,775 shares; 2025Q4: 1,784 shares; 2026Q1: 1,860 shares; 2026Q2: 1,888 shares 1,888 $1.77M 0.13% +28 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: 4,974 shares; 2024Q4: 4,974 shares; 2025Q1: 5,113 shares; 2025Q2: 7,214 shares; 2025Q3: 5,437 shares; 2025Q4: 4,838 shares; 2026Q1: 4,965 shares; 2026Q2: 21,322 shares 21,322 $1.72M 0.12% +16,357 Timeline DMAX 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: 37,807 shares; 2025Q2: 37,807 shares; 2025Q3: 37,807 shares; 2025Q4: 37,807 shares; 2026Q1: 75,690 shares; 2026Q2: 57,241 shares 57,241 $1.56M 0.11% -18,449 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: 1,178 shares; 2024Q4: 607 shares; 2025Q1: 616 shares; 2025Q2: 603 shares; 2025Q3: 1,063 shares; 2025Q4: 1,115 shares; 2026Q1: 1,139 shares; 2026Q2: 1,306 shares 1,306 $1.51M 0.11% +167 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: 4,686 shares; 2024Q4: 4,588 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,139 shares; 2025Q4: 4,666 shares; 2026Q1: 4,682 shares; 2026Q2: 4,811 shares 4,811 $1.35M 0.1% +129 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: 15,562 shares; 2024Q4: 46,719 shares; 2025Q1: 48,621 shares; 2025Q2: 48,880 shares; 2025Q3: 49,372 shares; 2025Q4: 45,411 shares; 2026Q1: 45,891 shares; 2026Q2: 45,910 shares 45,910 $1.35M 0.1% +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: 11,348 shares; 2024Q4: 10,256 shares; 2025Q1: 10,021 shares; 2025Q2: 9,790 shares; 2025Q3: 9,627 shares; 2025Q4: 9,684 shares; 2026Q1: 9,825 shares; 2026Q2: 10,490 shares 10,490 $1.35M 0.1% +665 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,050 shares 26,050 $1.33M 0.1% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 16,256 shares; 2025Q4: 16,256 shares; 2026Q1: 16,256 shares; 2026Q2: 16,256 shares 16,256 $1.32M 0.1% 0 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: not reported; 2024Q4: 16,497 shares; 2025Q1: 15,150 shares; 2025Q2: 15,226 shares; 2025Q3: 15,073 shares; 2025Q4: 13,397 shares; 2026Q1: 8,121 shares; 2026Q2: 8,505 shares 8,505 $1.29M 0.09% +384 Timeline MMAX 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: 61,748 shares; 2025Q3: 61,748 shares; 2025Q4: 61,748 shares; 2026Q1: 61,748 shares; 2026Q2: 47,527 shares 47,527 $1.29M 0.09% -14,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares; 2025Q4: 605 shares; 2026Q1: 2,620 shares; 2026Q2: 2,616 shares 2,616 $1.25M 0.09% -4 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: 9,583 shares; 2024Q4: 8,399 shares; 2025Q1: 8,429 shares; 2025Q2: 8,756 shares; 2025Q3: 8,635 shares; 2025Q4: 7,985 shares; 2026Q1: 8,120 shares; 2026Q2: 8,333 shares 8,333 $1.22M 0.09% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,508 shares; 2025Q4: 19,657 shares; 2026Q1: 19,954 shares; 2026Q2: 20,888 shares 20,888 $1.19M 0.09% +934 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,138 shares; 2025Q4: 6,422 shares; 2026Q1: 18,244 shares; 2026Q2: 7,936 shares 7,936 $1.16M 0.08% -10,308 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 848 shares; 2026Q1: 882 shares; 2026Q2: 962 shares 962 $1.15M 0.08% +80 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: 3,258 shares; 2024Q4: 2,742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,782 shares; 2026Q1: 2,861 shares; 2026Q2: 3,040 shares 3,040 $1.14M 0.08% +179 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: 8,292 shares; 2024Q4: 7,858 shares; 2025Q1: 7,865 shares; 2025Q2: 7,980 shares; 2025Q3: 8,720 shares; 2025Q4: 8,725 shares; 2026Q1: 8,843 shares; 2026Q2: 9,724 shares 9,724 $1.1M 0.08% +881 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: 6,101 shares; 2024Q4: 5,812 shares; 2025Q1: 5,642 shares; 2025Q2: 5,631 shares; 2025Q3: 5,607 shares; 2025Q4: 5,568 shares; 2026Q1: 5,450 shares; 2026Q2: 5,759 shares 5,759 $1.09M 0.08% +309 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,426 shares; 2024Q4: 1,575 shares; 2025Q1: 1,628 shares; 2025Q2: 1,629 shares; 2025Q3: 1,513 shares; 2025Q4: 3,400 shares; 2026Q1: 5,014 shares; 2026Q2: 5,086 shares 5,086 $1.08M 0.08% +72 Timeline SMAX 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: 34,392 shares; 2025Q2: 34,392 shares; 2025Q3: 34,392 shares; 2025Q4: 38,118 shares; 2026Q1: 38,118 shares; 2026Q2: 38,118 shares 38,118 $1.06M 0.08% 0 Timeline MAXJ 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: 36,295 shares; 2025Q4: 36,295 shares; 2026Q1: 36,295 shares; 2026Q2: 36,295 shares 36,295 $1.06M 0.08% 0 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: 15,401 shares; 2024Q4: 15,401 shares; 2025Q1: 15,545 shares; 2025Q2: 14,822 shares; 2025Q3: 14,843 shares; 2025Q4: 14,146 shares; 2026Q1: 14,125 shares; 2026Q2: 13,577 shares 13,577 $1.05M 0.08% -548 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: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,207 shares; 2026Q1: 4,207 shares; 2026Q2: 4,117 shares 4,117 $1.01M 0.07% -90 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,606 shares; 2025Q4: 8,651 shares; 2026Q1: 8,606 shares; 2026Q2: 8,571 shares 8,571 $979K 0.07% -35 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,002 shares; 2024Q4: 172,002 shares; 2025Q1: 172,002 shares; 2025Q2: 172,002 shares; 2025Q3: 172,002 shares; 2025Q4: 172,002 shares; 2026Q1: 172,002 shares; 2026Q2: 172,002 shares 172,002 $965K 0.07% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 509 shares; 2025Q1: 2,536 shares; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 9,306 shares; 2026Q1: 12,037 shares; 2026Q2: 15,662 shares 15,662 $963K 0.07% +3,625 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: 11,917 shares; 2024Q4: 11,635 shares; 2025Q1: 12,644 shares; 2025Q2: 7,645 shares; 2025Q3: 7,998 shares; 2025Q4: 7,959 shares; 2026Q1: 8,447 shares; 2026Q2: 9,348 shares 9,348 $902K 0.07% +901 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 10,192 shares; 2025Q3: 10,192 shares; 2025Q4: 10,192 shares; 2026Q1: 10,232 shares; 2026Q2: 10,232 shares 10,232 $891K 0.06% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,761 shares; 2024Q4: 4,761 shares; 2025Q1: 4,761 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares; 2026Q2: 4,761 shares 4,761 $885K 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 1,241 shares; 2025Q3: 1,213 shares; 2025Q4: 2,419 shares; 2026Q1: 2,704 shares; 2026Q2: 3,876 shares 3,876 $880K 0.06% +1,172 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: 8,362 shares; 2024Q4: 25,153 shares; 2025Q1: 25,878 shares; 2025Q2: 34,599 shares; 2025Q3: 34,743 shares; 2025Q4: 29,967 shares; 2026Q1: 29,033 shares; 2026Q2: 29,076 shares 29,076 $842K 0.06% +43 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: 1,070 shares; 2024Q4: 2,138 shares; 2025Q1: 1,949 shares; 2025Q2: 2,125 shares; 2025Q3: 2,227 shares; 2025Q4: 2,242 shares; 2026Q1: 2,368 shares; 2026Q2: 2,446 shares 2,446 $834K 0.06% +78 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: 3,927 shares; 2024Q4: 3,086 shares; 2025Q1: 3,036 shares; 2025Q2: 3,074 shares; 2025Q3: 3,094 shares; 2025Q4: 2,822 shares; 2026Q1: 2,859 shares; 2026Q2: 3,263 shares 3,263 $829K 0.06% +404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,168 shares; 2025Q4: 4,210 shares; 2026Q1: 4,292 shares; 2026Q2: 4,466 shares 4,466 $808K 0.06% +174 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 731 shares; 2025Q2: 825 shares; 2025Q3: 1,218 shares; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 8,467 shares 8,467 $776K 0.06% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,773 shares; 2025Q4: 3,791 shares; 2026Q1: 1,998 shares; 2026Q2: 2,187 shares 2,187 $771K 0.06% +189 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: not reported; 2024Q4: 435 shares; 2025Q1: 866 shares; 2025Q2: 1,415 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares 1,833 $751K 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 2,656 shares; 2025Q1: 2,444 shares; 2025Q2: 2,459 shares; 2025Q3: 2,570 shares; 2025Q4: 2,597 shares; 2026Q1: 2,684 shares; 2026Q2: 2,981 shares 2,981 $750K 0.05% +297 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: 642 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 1,511 shares; 2025Q3: 1,614 shares; 2025Q4: 1,648 shares; 2026Q1: 1,244 shares; 2026Q2: 8,480 shares 8,480 $730K 0.05% +7,236 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: 160 shares; 2024Q4: 143 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 152 shares; 2026Q2: 4,009 shares 4,009 $714K 0.05% +3,857 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares; 2026Q2: 1,236 shares 1,236 $713K 0.05% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,693 shares; 2025Q1: 5,692 shares; 2025Q2: 5,685 shares; 2025Q3: 6,599 shares; 2025Q4: 6,624 shares; 2026Q1: 6,919 shares; 2026Q2: 6,033 shares 6,033 $710K 0.05% -886 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: 2,460 shares; 2024Q4: 2,357 shares; 2025Q1: 2,332 shares; 2025Q2: 2,338 shares; 2025Q3: 2,263 shares; 2025Q4: 2,240 shares; 2026Q1: 2,256 shares; 2026Q2: 2,368 shares 2,368 $706K 0.05% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 4,146 shares; 2025Q4: 4,178 shares; 2026Q1: 3,746 shares; 2026Q2: 5,872 shares 5,872 $690K 0.05% +2,126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,148 shares; 2025Q4: 3,177 shares; 2026Q1: 3,209 shares; 2026Q2: 3,175 shares 3,175 $687K 0.05% -34 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,537 shares; 2024Q4: 20,239 shares; 2025Q1: 20,239 shares; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares; 2026Q1: 20,239 shares; 2026Q2: 20,239 shares 20,239 $687K 0.05% 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: 5,452 shares; 2024Q4: 5,110 shares; 2025Q1: 5,144 shares; 2025Q2: 5,200 shares; 2025Q3: 5,247 shares; 2025Q4: 5,301 shares; 2026Q1: 5,361 shares; 2026Q2: 5,391 shares 5,391 $682K 0.05% +30 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,323 shares; 2025Q2: 5,363 shares; 2025Q3: 7,263 shares; 2025Q4: 7,263 shares; 2026Q1: 7,263 shares; 2026Q2: 7,263 shares 7,263 $677K 0.05% 0 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: 116 shares; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 634 shares; 2025Q3: 1,313 shares; 2025Q4: 1,833 shares; 2026Q1: 4,002 shares; 2026Q2: 7,589 shares 7,589 $667K 0.05% +3,587 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: 10,042 shares; 2024Q4: 20,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,153 shares; 2025Q3: 20,503 shares; 2025Q4: 17,518 shares; 2026Q1: 17,817 shares; 2026Q2: 18,403 shares 18,403 $664K 0.05% +586 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: 7,761 shares; 2024Q4: 15,858 shares; 2025Q1: 15,736 shares; 2025Q2: 21,249 shares; 2025Q3: 21,249 shares; 2025Q4: 21,780 shares; 2026Q1: 22,715 shares; 2026Q2: 23,681 shares 23,681 $656K 0.05% +966 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: 800 shares; 2024Q4: 672 shares; 2025Q1: 662 shares; 2025Q2: 583 shares; 2025Q3: 580 shares; 2025Q4: 493 shares; 2026Q1: 509 shares; 2026Q2: 558 shares 558 $656K 0.05% +49 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: 1,410 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,376 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,409 shares; 2026Q2: 1,415 shares 1,415 $649K 0.05% +6 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 832 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 5,902 shares; 2026Q2: 6,328 shares 6,328 $647K 0.05% +426 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,794 shares; 2024Q4: 10,794 shares; 2025Q1: 10,794 shares; 2025Q2: 10,794 shares; 2025Q3: 11,905 shares; 2025Q4: 11,905 shares; 2026Q1: 11,905 shares; 2026Q2: 11,905 shares 11,905 $639K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,377 shares; 2024Q4: 6,145 shares; 2025Q1: 3,697 shares; 2025Q2: 3,793 shares; 2025Q3: 3,871 shares; 2025Q4: 3,806 shares; 2026Q1: 3,785 shares; 2026Q2: 3,889 shares 3,889 $617K 0.04% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 1,178 shares; 2026Q1: 1,203 shares; 2026Q2: 2,387 shares 2,387 $610K 0.04% +1,184 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: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,084 shares; 2026Q1: 5,973 shares; 2026Q2: 5,973 shares 5,973 $591K 0.04% 0 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: 1,324 shares; 2024Q4: 1,287 shares; 2025Q1: 1,588 shares; 2025Q2: 3,028 shares; 2025Q3: 3,039 shares; 2025Q4: 2,650 shares; 2026Q1: 2,632 shares; 2026Q2: 2,664 shares 2,664 $585K 0.04% +32 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,472 shares; 2026Q1: 3,480 shares; 2026Q2: 3,488 shares 3,488 $573K 0.04% +8 Timeline BBEU 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: 7,368 shares; 2024Q4: 7,249 shares; 2025Q1: 7,249 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 7,249 shares; 2026Q1: 7,249 shares; 2026Q2: 7,249 shares 7,249 $564K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,082 shares; 2025Q1: 2,057 shares; 2025Q2: 2,116 shares; 2025Q3: 2,014 shares; 2025Q4: 2,020 shares; 2026Q1: 2,031 shares; 2026Q2: 2,318 shares 2,318 $552K 0.04% +287 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: 3,665 shares; 2024Q4: 3,669 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,242 shares; 2025Q4: 3,251 shares; 2026Q1: 3,281 shares; 2026Q2: 3,336 shares 3,336 $540K 0.04% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 2,237 shares; 2026Q1: 2,258 shares; 2026Q2: 2,565 shares 2,565 $536K 0.04% +307 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 12,305 shares; 2026Q1: 11,896 shares; 2026Q2: 11,971 shares 11,971 $532K 0.04% +75 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: 3,679 shares; 2024Q4: 4,235 shares; 2025Q1: 4,264 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,350 shares; 2026Q1: 4,379 shares; 2026Q2: 4,494 shares 4,494 $525K 0.04% +115 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: 9,986 shares; 2024Q4: 9,945 shares; 2025Q1: 10,059 shares; 2025Q2: 9,908 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares; 2026Q1: 4,458 shares; 2026Q2: 4,458 shares 4,458 $524K 0.04% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $517K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 948 shares; 2025Q4: 893 shares; 2026Q1: 5,497 shares; 2026Q2: 5,072 shares 5,072 $511K 0.04% -425 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,554 shares; 2025Q3: 3,367 shares; 2025Q4: 3,367 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $509K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 893 shares; 2026Q1: 910 shares; 2026Q2: 988 shares 988 $509K 0.04% +78 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: 452 shares; 2024Q4: 154 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 677 shares; 2025Q4: 684 shares; 2026Q1: 705 shares; 2026Q2: 665 shares 665 $507K 0.04% -40 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: 6,477 shares; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,254 shares; 2026Q1: 4,279 shares; 2026Q2: 4,319 shares 4,319 $507K 0.04% +40 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: 2,346 shares; 2024Q4: 2,056 shares; 2025Q1: 2,591 shares; 2025Q2: 2,455 shares; 2025Q3: 2,249 shares; 2025Q4: 1,929 shares; 2026Q1: 1,902 shares; 2026Q2: 1,867 shares 1,867 $505K 0.04% -35 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: 1,452 shares; 2024Q4: 1,283 shares; 2025Q1: 1,277 shares; 2025Q2: 1,294 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares; 2026Q1: 1,335 shares; 2026Q2: 1,376 shares 1,376 $498K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 2,285 shares; 2026Q1: 1,223 shares; 2026Q2: 1,437 shares 1,437 $495K 0.04% +214 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 986 shares; 2025Q3: 1,140 shares; 2025Q4: 947 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $491K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,943 shares; 2025Q4: 3,006 shares; 2026Q1: 2,988 shares; 2026Q2: 3,510 shares 3,510 $491K 0.04% +522 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: 572 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 525 shares; 2025Q3: 640 shares; 2025Q4: 650 shares; 2026Q1: 675 shares; 2026Q2: 676 shares 676 $482K 0.03% +1 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: 323 shares; 2024Q4: 311 shares; 2025Q1: 340 shares; 2025Q2: 329 shares; 2025Q3: 441 shares; 2025Q4: 450 shares; 2026Q1: 458 shares; 2026Q2: 464 shares 464 $470K 0.03% +6 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 2,510 shares; 2025Q1: 3,830 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 2,750 shares; 2026Q1: 2,350 shares; 2026Q2: 1,750 shares 1,750 $467K 0.03% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 858 shares; 2026Q2: 926 shares 926 $464K 0.03% +68 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 2,473 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares; 2026Q2: 7,864 shares 7,864 $463K 0.03% +1,319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,657 shares; 2025Q4: 7,757 shares; 2026Q1: 7,815 shares; 2026Q2: 7,950 shares 7,950 $458K 0.03% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 736 shares; 2026Q1: 752 shares; 2026Q2: 868 shares 868 $450K 0.03% +116 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: 851 shares; 2024Q4: 1,464 shares; 2025Q1: 1,539 shares; 2025Q2: 1,196 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares; 2026Q2: 1,821 shares 1,821 $441K 0.03% -58 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: 4,565 shares; 2024Q4: 5,258 shares; 2025Q1: 2,785 shares; 2025Q2: 1,650 shares; 2025Q3: 1,684 shares; 2025Q4: 3,626 shares; 2026Q1: 6,222 shares; 2026Q2: 8,134 shares 8,134 $432K 0.03% +1,912 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: 5,593 shares; 2025Q1: 5,658 shares; 2025Q2: 5,731 shares; 2025Q3: 5,796 shares; 2025Q4: 5,855 shares; 2026Q1: 5,916 shares; 2026Q2: 5,970 shares 5,970 $428K 0.03% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,885 shares; 2026Q1: 1,908 shares; 2026Q2: 1,927 shares 1,927 $425K 0.03% +19 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: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 31 shares; 2026Q2: 652 shares 652 $416K 0.03% +621 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: 498 shares; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 557 shares; 2025Q4: 529 shares; 2026Q1: 530 shares; 2026Q2: 543 shares 543 $410K 0.03% +13 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,025 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,731 shares; 2025Q3: 11,790 shares; 2025Q4: 11,825 shares; 2026Q1: 11,801 shares; 2026Q2: 11,718 shares 11,718 $408K 0.03% -83 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: 14,687 shares; 2024Q4: 14,417 shares; 2025Q1: 7,217 shares; 2025Q2: 7,217 shares; 2025Q3: 7,894 shares; 2025Q4: 7,378 shares; 2026Q1: 7,182 shares; 2026Q2: 7,374 shares 7,374 $395K 0.03% +192 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,264 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares; 2026Q2: 3,565 shares 3,565 $393K 0.03% +16 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,431 shares; 2024Q4: 11,431 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 9,150 shares; 2026Q2: 9,150 shares 9,150 $391K 0.03% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,546 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares; 2026Q1: 7,546 shares; 2026Q2: 7,546 shares 7,546 $377K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,387 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares; 2026Q2: 2,360 shares 2,360 $370K 0.03% +972 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,040 shares; 2025Q1: 1,045 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,045 shares; 2026Q1: 1,082 shares; 2026Q2: 1,106 shares 1,106 $348K 0.03% +24 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: 4,691 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,635 shares; 2025Q3: 3,498 shares; 2025Q4: 3,530 shares; 2026Q1: 3,624 shares; 2026Q2: 3,830 shares 3,830 $336K 0.02% +206 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $336K 0.02% 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: 1,961 shares 1,961 $335K 0.02% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares; 2026Q2: 2,111 shares 2,111 $331K 0.02% 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 973 shares; 2025Q3: 980 shares; 2025Q4: 956 shares; 2026Q1: 926 shares; 2026Q2: 896 shares 896 $328K 0.02% -30 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 3,464 shares 3,464 $328K 0.02% +2,894 Timeline INDA 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: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,623 shares; 2026Q2: 6,623 shares 6,623 $327K 0.02% 0 Timeline BUFG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,497 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares; 2026Q1: 11,115 shares; 2026Q2: 11,115 shares 11,115 $326K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares; 2026Q1: 4,698 shares; 2026Q2: 4,701 shares 4,701 $325K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 3,415 shares; 2026Q1: 3,558 shares; 2026Q2: 3,918 shares 3,918 $324K 0.02% +360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 30 shares; 2026Q2: 1,058 shares 1,058 $319K 0.02% +1,028 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: 10,079 shares; 2024Q4: 10,165 shares; 2025Q1: 10,308 shares; 2025Q2: 9,292 shares; 2025Q3: 9,441 shares; 2025Q4: 8,489 shares; 2026Q1: 8,507 shares; 2026Q2: 8,581 shares 8,581 $317K 0.02% +74 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: 87 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 92 shares; 2026Q2: 99 shares 99 $316K 0.02% +7 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: 14,470 shares; 2024Q4: 13,217 shares; 2025Q1: 13,103 shares; 2025Q2: 13,319 shares; 2025Q3: 11,918 shares; 2025Q4: 12,253 shares; 2026Q1: 12,286 shares; 2026Q2: 13,048 shares 13,048 $314K 0.02% +762 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: 1,270 shares; 2024Q4: 818 shares; 2025Q1: 756 shares; 2025Q2: 770 shares; 2025Q3: 2,284 shares; 2025Q4: 2,465 shares; 2026Q1: 2,608 shares; 2026Q2: 2,691 shares 2,691 $314K 0.02% +83 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 2,448 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,394 shares; 2026Q2: 3,774 shares 3,774 $310K 0.02% +1,380 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 2,642 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,596 shares; 2025Q4: 1,896 shares; 2026Q1: 1,485 shares; 2026Q2: 1,364 shares 1,364 $304K 0.02% -121 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 716 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $295K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares; 2026Q2: 1,439 shares 1,439 $295K 0.02% +120 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $292K 0.02% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $290K 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110,692 shares; 2024Q4: 20,426 shares; 2025Q1: 20,426 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $287K 0.02% 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: 200 shares; 2024Q4: 502 shares; 2025Q1: 7,316 shares; 2025Q2: 792 shares; 2025Q3: 1,148 shares; 2025Q4: 8,179 shares; 2026Q1: 8,347 shares; 2026Q2: 8,479 shares 8,479 $282K 0.02% +132 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 2,534 shares; 2025Q1: 2,548 shares; 2025Q2: 2,564 shares; 2025Q3: 2,580 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares; 2026Q2: 2,618 shares 2,618 $280K 0.02% +22 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: 563 shares; 2024Q4: 400 shares; 2025Q1: 399 shares; 2025Q2: 392 shares; 2025Q3: 501 shares; 2025Q4: 504 shares; 2026Q1: 500 shares; 2026Q2: 563 shares 563 $280K 0.02% +63 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: 3,491 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,684 shares 3,684 $278K 0.02% +498 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 64 shares; 2025Q4: 68 shares; 2026Q1: 64 shares; 2026Q2: 140 shares 140 $277K 0.02% +76 Timeline FNDB 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: 2,948 shares; 2024Q4: 8,843 shares; 2025Q1: 8,843 shares; 2025Q2: 8,843 shares; 2025Q3: 8,843 shares; 2025Q4: 8,843 shares; 2026Q1: 8,843 shares; 2026Q2: 8,843 shares 8,843 $269K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 7,039 shares; 2025Q1: 7,054 shares; 2025Q2: 7,113 shares; 2025Q3: 7,083 shares; 2025Q4: 7,097 shares; 2026Q1: 7,112 shares; 2026Q2: 7,270 shares 7,270 $264K 0.02% +158 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 115 shares; 2025Q3: 206 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 3,982 shares 3,982 $261K 0.02% +3,771 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: 87 shares; 2024Q4: 347 shares; 2025Q1: 348 shares; 2025Q2: 7,467 shares; 2025Q3: 7,698 shares; 2025Q4: 7,698 shares; 2026Q1: 7,699 shares; 2026Q2: 7,699 shares 7,699 $261K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 507 shares; 2026Q1: 537 shares; 2026Q2: 610 shares 610 $260K 0.02% +73 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,220 shares; 2025Q1: 1,231 shares; 2025Q2: 1,270 shares; 2025Q3: 1,226 shares; 2025Q4: 1,228 shares; 2026Q1: 1,260 shares; 2026Q2: 1,165 shares 1,165 $260K 0.02% -95 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009 $258K 0.02% 0 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 964 shares; 2025Q2: 3,913 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,180 shares; 2026Q2: 1,179 shares 1,179 $257K 0.02% -1 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: 791 shares; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 785 shares; 2025Q3: 774 shares; 2025Q4: 777 shares; 2026Q1: 789 shares; 2026Q2: 814 shares 814 $255K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 650 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 613 shares 613 $255K 0.02% +113 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 136,052 shares; 2025Q4: 136,052 shares; 2026Q1: 136,052 shares; 2026Q2: 136,052 shares 136,052 $254K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 2,461 shares; 2025Q1: 2,409 shares; 2025Q2: 2,091 shares; 2025Q3: 1,871 shares; 2025Q4: 1,919 shares; 2026Q1: 1,815 shares; 2026Q2: 1,858 shares 1,858 $252K 0.02% +43 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: 3,618 shares; 2024Q4: 3,518 shares; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,090 shares; 2025Q4: 3,110 shares; 2026Q1: 3,056 shares; 2026Q2: 2,611 shares 2,611 $251K 0.02% -445 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares; 2026Q2: 4,640 shares 4,640 $251K 0.02% 0 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: 515 shares; 2024Q4: 419 shares; 2025Q1: 415 shares; 2025Q2: 437 shares; 2025Q3: 419 shares; 2025Q4: 420 shares; 2026Q1: 430 shares; 2026Q2: 492 shares 492 $251K 0.02% +62 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,705 shares; 2025Q3: 1,724 shares; 2025Q4: 1,736 shares; 2026Q1: 1,608 shares; 2026Q2: 1,564 shares 1,564 $250K 0.02% -44 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,543 shares; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 11,543 shares; 2025Q4: 11,543 shares; 2026Q1: 11,543 shares; 2026Q2: 11,543 shares 11,543 $248K 0.02% 0 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: 896 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 2,128 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $247K 0.02% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 32 shares; 2026Q1: not reported; 2026Q2: 6,052 shares 6,052 $241K 0.02% new Timeline OPTXW SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares; 2026Q2: 93,000 shares 93,000 $237K 0.02% +56,000 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,093 shares; 2025Q1: 3,093 shares; 2025Q2: 3,093 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares; 2026Q2: 3,093 shares 3,093 $236K 0.02% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 3,082 shares; 2025Q1: 3,097 shares; 2025Q2: 3,112 shares; 2025Q3: 3,127 shares; 2025Q4: 3,140 shares; 2026Q1: 3,153 shares; 2026Q2: 3,166 shares 3,166 $236K 0.02% +13 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: 1,958 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,701 shares; 2025Q3: 1,595 shares; 2025Q4: 1,356 shares; 2026Q1: 1,337 shares; 2026Q2: 1,519 shares 1,519 $233K 0.02% +182 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 7,870 shares 7,870 $231K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 700 shares; 2025Q1: 677 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 677 shares; 2026Q1: 689 shares; 2026Q2: 725 shares 725 $228K 0.02% +36 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 3,795 shares 3,795 $227K 0.02% +2,054 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: not reported; 2024Q4: 678 shares; 2025Q1: 330 shares; 2025Q2: 333 shares; 2025Q3: 322 shares; 2025Q4: 435 shares; 2026Q1: 464 shares; 2026Q2: 545 shares 545 $222K 0.02% +81 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: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 868 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,888 shares 1,888 $221K 0.02% +74 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 697 shares; 2025Q3: 757 shares; 2025Q4: 1,015 shares; 2026Q1: 2,227 shares; 2026Q2: 2,832 shares 2,832 $214K 0.02% +605 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: 278 shares; 2024Q4: 590 shares; 2025Q1: 182 shares; 2025Q2: 886 shares; 2025Q3: 958 shares; 2025Q4: 1,327 shares; 2026Q1: 850 shares; 2026Q2: 1,797 shares 1,797 $214K 0.02% +947 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 10,596 shares; 2026Q1: 10,550 shares; 2026Q2: 10,629 shares 10,629 $213K 0.02% +79 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: 1,420 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 6,785 shares; 2025Q3: 6,785 shares; 2025Q4: 6,785 shares; 2026Q1: 6,785 shares; 2026Q2: 6,785 shares 6,785 $211K 0.02% 0 Timeline LWAY LIFEWAY FOODS INC More: the full row for LIFEWAY FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $209K 0.02% new Timeline BBCA 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: 2,582 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $209K 0.02% 0 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 13,000 shares; 2026Q1: 25,000 shares; 2026Q2: 45,246 shares 45,246 $208K 0.02% +20,246 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 550 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,327 shares 2,327 $207K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,688 shares; 2025Q1: 1,696 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $205K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,500 shares 1,500 $205K 0.01% +500 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: 1,875 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,740 shares 1,740 $204K 0.01% 0 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: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares; 2026Q2: 2,988 shares 2,988 $203K 0.01% +293 Timeline LSF LAIRD SUPERFOOD INC More: the full row for LAIRD SUPERFOOD 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: 16,000 shares; 2026Q1: 43,002 shares; 2026Q2: 43,002 shares 43,002 $202K 0.01% 0 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: 1,647 shares; 2024Q4: 1,202 shares; 2025Q1: 1,110 shares; 2025Q2: 1,018 shares; 2025Q3: 1,193 shares; 2025Q4: 1,221 shares; 2026Q1: 1,259 shares; 2026Q2: 1,274 shares 1,274 $200K 0.01% +15 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: not reported; 2026Q2: 1,390 shares 1,390 $197K 0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $194K 0.01% 0 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI 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: 37,744 shares; 2025Q4: not reported; 2026Q1: 31,150 shares; 2026Q2: 31,150 shares 31,150 $189K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 1,754 shares; 2025Q1: 1,763 shares; 2025Q2: 1,859 shares; 2025Q3: 7,630 shares; 2025Q4: 7,705 shares; 2026Q1: 7,918 shares; 2026Q2: 7,705 shares 7,705 $189K 0.01% -213 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 441 shares; 2025Q4: 387 shares; 2026Q1: 526 shares; 2026Q2: 557 shares 557 $186K 0.01% +31 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: 937 shares; 2026Q2: 967 shares 967 $183K 0.01% +30 Timeline HEI-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 702 shares 702 $181K 0.01% +103 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: 2,257 shares; 2024Q4: 1,472 shares; 2025Q1: 738 shares; 2025Q2: 875 shares; 2025Q3: 1,950 shares; 2025Q4: 2,079 shares; 2026Q1: 2,098 shares; 2026Q2: 2,479 shares 2,479 $179K 0.01% +381 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 505 shares; 2025Q3: 513 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 521 shares 521 $179K 0.01% +28 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 1,771 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares; 2026Q2: 1,811 shares 1,811 $179K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 620 shares; 2025Q1: 605 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 629 shares 629 $177K 0.01% +29 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 5,089 shares; 2026Q1: 5,089 shares; 2026Q2: 5,089 shares 5,089 $176K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 3,126 shares 3,126 $176K 0.01% +1,563 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares 780 $175K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 3,171 shares; 2026Q1: 3,421 shares; 2026Q2: 4,097 shares 4,097 $173K 0.01% +676 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 254 shares; 2026Q1: 267 shares; 2026Q2: 206 shares 206 $173K 0.01% -61 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 674 shares; 2025Q3: 706 shares; 2025Q4: 724 shares; 2026Q1: 1,212 shares; 2026Q2: 2,274 shares 2,274 $173K 0.01% +1,062 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 776 shares 776 $172K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $168K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $168K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,400 shares; 2025Q3: 1,423 shares; 2025Q4: 1,430 shares; 2026Q1: 1,436 shares; 2026Q2: 1,456 shares 1,456 $167K 0.01% +20 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 1,999 shares; 2026Q1: 2,019 shares; 2026Q2: 2,050 shares 2,050 $164K 0.01% +31 Timeline DBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,748 shares; 2026Q2: 6,048 shares 6,048 $161K 0.01% +1,300 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: 584 shares; 2024Q4: 708 shares; 2025Q1: 700 shares; 2025Q2: 965 shares; 2025Q3: 1,125 shares; 2025Q4: 1,142 shares; 2026Q1: 1,175 shares; 2026Q2: 1,172 shares 1,172 $160K 0.01% -3 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: 1,402 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,302 shares; 2025Q4: 1,356 shares; 2026Q1: 1,566 shares; 2026Q2: 2,209 shares 2,209 $159K 0.01% +643 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 1,860 shares 1,860 $159K 0.01% +1,820 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares; 2026Q2: 2,056 shares 2,056 $158K 0.01% +246 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: 150 shares; 2024Q4: 130 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 111 shares; 2026Q2: 115 shares 115 $156K 0.01% +4 Timeline WAB WABTEC More: the full row for WABTEC 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: 391 shares; 2025Q4: 402 shares; 2026Q1: 416 shares; 2026Q2: 579 shares 579 $156K 0.01% +163 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $155K 0.01% 0 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,070 shares 3,070 $154K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 2,010 shares 2,010 $154K 0.01% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 652 shares; 2026Q1: 550 shares; 2026Q2: 555 shares 555 $153K 0.01% +5 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,133 shares; 2025Q1: 929 shares; 2025Q2: 936 shares; 2025Q3: 942 shares; 2025Q4: 951 shares; 2026Q1: 957 shares; 2026Q2: 963 shares 963 $150K 0.01% +6 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares; 2026Q2: 4,142 shares 4,142 $150K 0.01% +60 Timeline CNVS CINEVERSE CORP More: the full row for CINEVERSE 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: 21,000 shares; 2026Q2: 50,000 shares 50,000 $148K 0.01% +29,000 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: 7,574 shares; 2024Q4: 5,718 shares; 2025Q1: 5,730 shares; 2025Q2: 6,287 shares; 2025Q3: 6,189 shares; 2025Q4: 6,333 shares; 2026Q1: 6,298 shares; 2026Q2: 7,151 shares 7,151 $148K 0.01% +853 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,568 shares; 2025Q4: 2,587 shares; 2026Q1: 2,572 shares; 2026Q2: 2,655 shares 2,655 $147K 0.01% +83 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: 878 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 570 shares; 2025Q3: 551 shares; 2025Q4: 558 shares; 2026Q1: 568 shares; 2026Q2: 595 shares 595 $147K 0.01% +27 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: 277 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 270 shares; 2026Q1: 295 shares; 2026Q2: 296 shares 296 $145K 0.01% +1 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $145K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 186 shares; 2025Q3: 117 shares; 2025Q4: 144 shares; 2026Q1: 249 shares; 2026Q2: 335 shares 335 $145K 0.01% +86 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $142K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,207 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 2,605 shares 2,605 $141K 0.01% +408 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 797 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $140K 0.01% 0 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: 338 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 310 shares; 2025Q3: 367 shares; 2025Q4: 374 shares; 2026Q1: 384 shares; 2026Q2: 422 shares 422 $139K 0.01% +38 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 1,841 shares 1,841 $139K 0.01% 0 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: 5,000 shares; 2024Q4: 5,011 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $139K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $138K 0.01% new Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,000 shares 60,000 $136K 0.01% new Timeline AVEX AEVEX CORP More: the full row for AEVEX 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: 6,500 shares 6,500 $136K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 34 shares; 2025Q1: 531 shares; 2025Q2: 33 shares; 2025Q3: 68 shares; 2025Q4: 63 shares; 2026Q1: 150 shares; 2026Q2: 3,105 shares 3,105 $134K 0.01% +2,955 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 680 shares; 2025Q1: 495 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 460 shares 460 $133K 0.01% +130 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: 955 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 839 shares; 2025Q3: 842 shares; 2025Q4: 405 shares; 2026Q1: 429 shares; 2026Q2: 484 shares 484 $132K 0.01% +55 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $131K 0.01% 0 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: 1,675 shares; 2024Q4: 1,115 shares; 2025Q1: 584 shares; 2025Q2: 726 shares; 2025Q3: 700 shares; 2025Q4: 731 shares; 2026Q1: 781 shares; 2026Q2: 1,032 shares 1,032 $130K 0.01% +251 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $129K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 535 shares; 2025Q2: 537 shares; 2025Q3: 684 shares; 2025Q4: 604 shares; 2026Q1: 598 shares; 2026Q2: 659 shares 659 $128K 0.01% +61 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,692 shares; 2025Q1: 1,699 shares; 2025Q2: 2,641 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $128K 0.01% 0 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: 861 shares; 2024Q4: 629 shares; 2025Q1: 660 shares; 2025Q2: 704 shares; 2025Q3: 684 shares; 2025Q4: 696 shares; 2026Q1: 1,159 shares; 2026Q2: 1,371 shares 1,371 $126K 0.01% +212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $125K 0.01% new Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares; 2026Q2: 4,577 shares 4,577 $125K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 2,000 shares 2,000 $125K 0.01% +1,200 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 3,242 shares; 2026Q2: 4,005 shares 4,005 $125K 0.01% +763 Timeline OPTX SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 10,000 shares 10,000 $124K 0.01% +4,000 Timeline GWX 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: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 2,829 shares; 2026Q2: 2,829 shares 2,829 $124K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 988 shares; 2025Q1: 1,021 shares; 2025Q2: 989 shares; 2025Q3: 1,031 shares; 2025Q4: 1,060 shares; 2026Q1: 1,145 shares; 2026Q2: 1,185 shares 1,185 $123K 0.01% +40 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $122K 0.01% 0 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: 3 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 424 shares; 2025Q3: 452 shares; 2025Q4: 453 shares; 2026Q1: 452 shares; 2026Q2: 485 shares 485 $120K 0.01% +33 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $120K 0.01% new Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,000 shares 23,000 $120K 0.01% new 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: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 513 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $120K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,605 shares; 2026Q2: 1,638 shares 1,638 $117K 0.01% +33 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: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 438 shares; 2025Q4: 448 shares; 2026Q1: 468 shares; 2026Q2: 477 shares 477 $117K 0.01% +9 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $116K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 2,082 shares; 2025Q4: 2,096 shares; 2026Q1: 2,115 shares; 2026Q2: 2,139 shares 2,139 $116K 0.01% +24 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,583 shares; 2026Q2: 1,578 shares 1,578 $116K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,591 shares; 2026Q1: 1,063 shares; 2026Q2: 1,132 shares 1,132 $116K 0.01% +69 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 139 shares; 2026Q1: 123 shares; 2026Q2: 1,504 shares 1,504 $116K 0.01% +1,381 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $115K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,257 shares; 2026Q1: 1,260 shares; 2026Q2: 1,349 shares 1,349 $114K 0.01% +89 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 28 shares; 2026Q2: 374 shares 374 $113K 0.01% +346 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: 1,853 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,797 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 1,657 shares 1,657 $113K 0.01% +26 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: 848 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,166 shares; 2026Q1: 1,174 shares; 2026Q2: 1,186 shares 1,186 $112K 0.01% +12 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: 371 shares; 2024Q4: 221 shares; 2025Q1: 217 shares; 2025Q2: 219 shares; 2025Q3: 221 shares; 2025Q4: 232 shares; 2026Q1: 250 shares; 2026Q2: 281 shares 281 $112K 0.01% +31 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: 409 shares; 2024Q4: 969 shares; 2025Q1: 268 shares; 2025Q2: 828 shares; 2025Q3: 904 shares; 2025Q4: 1,276 shares; 2026Q1: 739 shares; 2026Q2: 1,824 shares 1,824 $111K 0.01% +1,085 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $109K 0.01% 0 Timeline PERF PERFECT CORP More: the full row for PERFECT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,963 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,000 shares; 2026Q2: 65,740 shares 65,740 $109K 0.01% +24,740 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 77 shares; 2026Q2: 112 shares 112 $108K 0.01% +35 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 2,079 shares 2,079 $106K 0.01% +2,000 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 243 shares; 2025Q4: 250 shares; 2026Q1: 283 shares; 2026Q2: 249 shares 249 $106K 0.01% -34 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 250 shares; 2025Q1: 230 shares; 2025Q2: 228 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 193 shares; 2026Q2: 205 shares 205 $104K 0.01% +12 Timeline TOYO TOYO CO LTD More: the full row for TOYO CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $104K 0.01% new Timeline IOO 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: 756 shares; 2026Q1: 756 shares; 2026Q2: 756 shares 756 $103K 0.01% 0 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: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 5,711 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares 2,035 $103K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $102K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $102K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 620 shares 620 $101K 0.01% +93 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,898 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 328 shares; 2025Q4: 418 shares; 2026Q1: 355 shares; 2026Q2: 538 shares 538 $99.7K 0.01% +183 Timeline BBAX 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: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $99K 0.01% 0 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $98.7K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 734 shares; 2025Q3: 412 shares; 2025Q4: 1,081 shares; 2026Q1: 214 shares; 2026Q2: 1,953 shares 1,953 $98.4K 0.01% +1,739 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY 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: 23,000 shares 23,000 $97.8K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $97.7K 0.01% 0 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 640 shares; 2025Q2: 652 shares; 2025Q3: 640 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,918 shares 1,918 $97.5K 0.01% +638 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,108 shares; 2025Q1: 860 shares; 2025Q2: 807 shares; 2025Q3: 1,100 shares; 2025Q4: 1,111 shares; 2026Q1: 1,142 shares; 2026Q2: 1,252 shares 1,252 $96.5K 0.01% +110 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: 564 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 1,614 shares; 2025Q3: 2,052 shares; 2025Q4: 2,058 shares; 2026Q1: 2,061 shares; 2026Q2: 2,035 shares 2,035 $96.5K 0.01% -26 Timeline LVO LIVEONE INC More: the full row for LIVEONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $96K 0.01% new 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: 1,107 shares; 2024Q4: 1,105 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 817 shares 817 $95.8K 0.01% +51 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,097 shares; 2025Q1: 960 shares; 2025Q2: 1,075 shares; 2025Q3: 1,264 shares; 2025Q4: 1,390 shares; 2026Q1: 2,197 shares; 2026Q2: 2,324 shares 2,324 $95.4K 0.01% +127 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,943 shares; 2024Q4: 9,943 shares; 2025Q1: 9,943 shares; 2025Q2: 9,943 shares; 2025Q3: 9,943 shares; 2025Q4: not reported; 2026Q1: 9,943 shares; 2026Q2: 9,943 shares 9,943 $94.3K 0.01% 0 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares 1,999 $94K 0.01% 0 Timeline NRDY NERDY INC More: the full row for NERDY 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: 15,000 shares; 2026Q1: 50,000 shares; 2026Q2: 102,108 shares 102,108 $93.5K 0.01% +52,108 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $93.2K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 1,406 shares; 2025Q1: 1,182 shares; 2025Q2: 1,210 shares; 2025Q3: 1,182 shares; 2025Q4: 1,086 shares; 2026Q1: 1,011 shares; 2026Q2: 889 shares 889 $92.4K 0.01% -122 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: 1,993 shares; 2024Q4: 1,602 shares; 2025Q1: 1,633 shares; 2025Q2: 1,601 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,593 shares; 2026Q2: 1,593 shares 1,593 $92.1K 0.01% 0 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 146 shares; 2025Q2: 153 shares; 2025Q3: 801 shares; 2025Q4: 805 shares; 2026Q1: 841 shares; 2026Q2: 775 shares 775 $91.7K 0.01% -66 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 253 shares; 2025Q4: 257 shares; 2026Q1: 284 shares; 2026Q2: 537 shares 537 $91.3K 0.01% +253 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: 2,040 shares; 2024Q4: 1,836 shares; 2025Q1: 1,309 shares; 2025Q2: 1,312 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,460 shares; 2026Q2: 1,462 shares 1,462 $91K 0.01% +2 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: 2,255 shares; 2024Q4: 1,261 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 986 shares; 2026Q2: 974 shares 974 $89.3K 0.01% -12 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 2,000 shares; 2026Q1: 3,000 shares; 2026Q2: 6,000 shares 6,000 $88.9K 0.01% +3,000 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $88.5K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 574 shares 574 $87.5K 0.01% +65 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 285 shares 285 $86.1K 0.01% +85 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $85.4K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares; 2026Q2: 1,355 shares 1,355 $84.9K 0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares; 2026Q2: 2,084 shares 2,084 $84.7K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 194 shares; 2025Q4: 197 shares; 2026Q1: 214 shares; 2026Q2: 286 shares 286 $84.4K 0.01% +72 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $83.4K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares; 2026Q2: 2,277 shares 2,277 $83.1K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 290 shares; 2025Q4: 292 shares; 2026Q1: 272 shares; 2026Q2: 305 shares 305 $82.5K 0.01% +33 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 36 shares 36 $81.9K 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 954 shares; 2026Q1: 871 shares; 2026Q2: 902 shares 902 $81.8K 0.01% +31 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $81.2K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 400 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 400 shares; 2025Q4: 420 shares; 2026Q1: 482 shares; 2026Q2: 595 shares 595 $80.6K 0.01% +113 Timeline ADBE ADOBE INC More: the full row for ADOBE 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: 2,065 shares; 2025Q4: 1,071 shares; 2026Q1: 355 shares; 2026Q2: 389 shares 389 $79.8K 0.01% +34 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: 590 shares; 2024Q4: 413 shares; 2025Q1: 424 shares; 2025Q2: 421 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 440 shares; 2026Q2: 418 shares 418 $79.6K 0.01% -22 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 500 shares; 2025Q4: 505 shares; 2026Q1: 524 shares; 2026Q2: 622 shares 622 $78.6K 0.01% +98 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: 627 shares; 2024Q4: 10 shares; 2025Q1: 83 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $78.4K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 364 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 269 shares; 2025Q4: 276 shares; 2026Q1: 281 shares; 2026Q2: 300 shares 300 $78.1K 0.01% +19 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: 2,580 shares; 2024Q4: 1,789 shares; 2025Q1: 1,625 shares; 2025Q2: 2,183 shares; 2025Q3: 1,552 shares; 2025Q4: 625 shares; 2026Q1: 820 shares; 2026Q2: 939 shares 939 $76.4K 0.01% +119 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $75.3K 0.01% 0 Timeline VHT 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $74.8K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,128 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $73.5K 0.01% 0 Timeline BCHT BIRCHTECH CORP More: the full row for BIRCHTECH 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: 16,600 shares; 2026Q2: 35,600 shares 35,600 $73K 0.01% +19,000 Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $72K 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 751 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $71.9K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 1,007 shares; 2026Q1: 1,005 shares; 2026Q2: 996 shares 996 $71.6K 0.01% -9 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: 928 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 652 shares 652 $71.3K 0.01% -250 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 420 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $70.7K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $70.3K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 371 shares; 2025Q4: 371 shares; 2026Q1: 260 shares; 2026Q2: 482 shares 482 $70.3K 0.01% +222 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 607 shares; 2025Q2: 708 shares; 2025Q3: 798 shares; 2025Q4: 1,644 shares; 2026Q1: 1,428 shares; 2026Q2: 1,522 shares 1,522 $69K <0.01% +94 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 147 shares; 2025Q2: 151 shares; 2025Q3: 198 shares; 2025Q4: 299 shares; 2026Q1: 275 shares; 2026Q2: 1,294 shares 1,294 $68.9K <0.01% +1,019 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 35 shares; 2025Q2: 47 shares; 2025Q3: 96 shares; 2025Q4: 104 shares; 2026Q1: 161 shares; 2026Q2: 230 shares 230 $68.5K <0.01% +69 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: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 161 shares; 2026Q1: 714 shares; 2026Q2: 746 shares 746 $68.5K <0.01% +32 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 188 shares; 2025Q1: 200 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $68.2K <0.01% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares 1,592 $68K <0.01% 0 Timeline CEPT CANTOR EQUITY PARTNERS II IN More: the full row for CANTOR EQUITY PARTNERS II IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $67.1K <0.01% new 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $67K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,439 shares; 2026Q1: 1,463 shares; 2026Q2: 1,372 shares 1,372 $65.8K <0.01% -91 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $65.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 257 shares; 2026Q1: 392 shares; 2026Q2: 1,365 shares 1,365 $65.6K <0.01% +973 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,000 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares; 2026Q2: 2,384 shares 2,384 $65.3K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 407 shares; 2026Q1: 403 shares; 2026Q2: 400 shares 400 $64.9K <0.01% -3 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $64.8K <0.01% new 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: 113 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 2 shares; 2025Q3: 122 shares; 2025Q4: 126 shares; 2026Q1: 171 shares; 2026Q2: 238 shares 238 $64K <0.01% +67 Timeline ADSE ADS TEC ENERGY PLC More: the full row for ADS TEC ENERGY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $63.8K <0.01% 0 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,389 shares 2,389 $63.2K <0.01% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,256 shares; 2026Q2: 2,256 shares 2,256 $62.9K <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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 125 shares; 2025Q4: 157 shares; 2026Q1: 271 shares; 2026Q2: 431 shares 431 $62.3K <0.01% +160 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: 1,396 shares; 2024Q4: 1,087 shares; 2025Q1: 1,100 shares; 2025Q2: 535 shares; 2025Q3: 613 shares; 2025Q4: 621 shares; 2026Q1: 625 shares; 2026Q2: 662 shares 662 $62K <0.01% +37 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 354 shares; 2026Q2: 546 shares 546 $61.6K <0.01% +192 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $61.5K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 1,870 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 370 shares; 2026Q2: 659 shares 659 $60.1K <0.01% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 117 shares; 2026Q1: 172 shares; 2026Q2: 321 shares 321 $59.4K <0.01% +149 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 357 shares; 2025Q4: 360 shares; 2026Q1: 389 shares; 2026Q2: 548 shares 548 $58.6K <0.01% +159 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $58.3K <0.01% 0 Timeline DLPN DOLPHIN ENTMT INC More: the full row for DOLPHIN ENTMT 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: 15,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $57.5K <0.01% 0 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: 537 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 163 shares; 2025Q4: 180 shares; 2026Q1: 204 shares; 2026Q2: 260 shares 260 $57.4K <0.01% +56 Timeline MRLN MERLIN INC More: the full row for MERLIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $56.9K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 46 shares; 2026Q1: 63 shares; 2026Q2: 79 shares 79 $56.9K <0.01% +16 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $56.6K <0.01% 0 Timeline SPSM 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: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 240 shares; 2026Q2: 976 shares 976 $56.3K <0.01% +736 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $55.9K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 50 shares; 2025Q2: 53 shares; 2025Q3: 162 shares; 2025Q4: 171 shares; 2026Q1: 207 shares; 2026Q2: 219 shares 219 $55.7K <0.01% +12 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,294 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 483 shares; 2025Q4: 420 shares; 2026Q1: 361 shares; 2026Q2: 658 shares 658 $54.7K <0.01% +297 Timeline SCHO 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: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $53.3K <0.01% 0 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: 845 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $52.9K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 38 shares 38 $52.6K <0.01% +28 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: 98 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 18 shares; 2026Q2: 234 shares 234 $52.5K <0.01% +216 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 948 shares 948 $52K <0.01% +14 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 559 shares; 2026Q2: 515 shares 515 $51.5K <0.01% -44 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $51.5K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 739 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 728 shares 728 $51K <0.01% +2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 534 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $50.7K <0.01% 0 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: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,831 shares; 2025Q2: 1,833 shares; 2025Q3: 1,710 shares; 2025Q4: 870 shares; 2026Q1: 984 shares; 2026Q2: 1,033 shares 1,033 $50.7K <0.01% +49 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 1,010 shares; 2026Q1: 985 shares; 2026Q2: 671 shares 671 $50K <0.01% -314 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 368 shares; 2025Q4: 457 shares; 2026Q1: 366 shares; 2026Q2: 465 shares 465 $49.8K <0.01% +99 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 861 shares; 2026Q2: 777 shares 777 $49.7K <0.01% -84 Timeline ICOP 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: 1,010 shares; 2026Q2: 1,010 shares 1,010 $49.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 269 shares; 2026Q1: 283 shares; 2026Q2: 517 shares 517 $49.7K <0.01% +234 Timeline AME AMETEK INC More: the full row for AMETEK 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: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 204 shares 204 $49.4K <0.01% +155 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 81 shares; 2025Q4: 80 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $49.2K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $49K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 521 shares; 2025Q4: 536 shares; 2026Q1: 231 shares; 2026Q2: 272 shares 272 $48.9K <0.01% +41 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 748 shares; 2025Q2: 754 shares; 2025Q3: 745 shares; 2025Q4: 717 shares; 2026Q1: 205 shares; 2026Q2: 187 shares 187 $48.8K <0.01% -18 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 648 shares 648 $48.6K <0.01% -223 Timeline RDVY 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: 1,635 shares; 2024Q4: 746 shares; 2025Q1: 748 shares; 2025Q2: 3,019 shares; 2025Q3: 3,020 shares; 2025Q4: 3,021 shares; 2026Q1: 754 shares; 2026Q2: 598 shares 598 $48.5K <0.01% -156 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 1,564 shares; 2026Q1: 710 shares; 2026Q2: 2,168 shares 2,168 $48.4K <0.01% +1,458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 48 shares; 2026Q1: 63 shares; 2026Q2: 130 shares 130 $48.2K <0.01% +67 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,966 shares; 2024Q4: 19,966 shares; 2025Q1: 11,966 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 12,432 shares; 2026Q1: 20,432 shares; 2026Q2: 4,432 shares 4,432 $48.2K <0.01% -16,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 394 shares; 2026Q1: 459 shares; 2026Q2: 646 shares 646 $48K <0.01% +187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,773 shares; 2026Q1: 1,120 shares; 2026Q2: 2,101 shares 2,101 $47.9K <0.01% +981 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 201 shares 201 $47.8K <0.01% +189 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $47.7K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $47.6K <0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 26 shares; 2026Q2: 82 shares 82 $47K <0.01% +56 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: 57 shares; 2024Q4: 56 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 78 shares; 2026Q2: 272 shares 272 $46K <0.01% +194 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 619 shares 619 $45.7K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 8 shares; 2026Q2: 47 shares 47 $45.4K <0.01% +39 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: 65 shares; 2025Q4: 171 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $45.1K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 278 shares 278 $44.6K <0.01% +131 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: 284 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 54 shares; 2025Q3: 74 shares; 2025Q4: 86 shares; 2026Q1: 120 shares; 2026Q2: 204 shares 204 $44.6K <0.01% +84 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 60 shares; 2026Q1: 75 shares; 2026Q2: 82 shares 82 $44.5K <0.01% +7 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $42.9K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 50 shares 50 $42.9K <0.01% +6 Timeline QEFA 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: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $42.8K <0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 34 shares; 2026Q2: 54 shares 54 $42.8K <0.01% +20 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: 191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 167 shares 167 $42.7K <0.01% +16 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC 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: 225 shares; 2025Q4: 450 shares; 2026Q1: 465 shares; 2026Q2: 429 shares 429 $42.7K <0.01% -36 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 140 shares; 2026Q1: 130 shares; 2026Q2: 167 shares 167 $42.7K <0.01% +37 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 302 shares 302 $41.4K <0.01% +182 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: 1,404 shares; 2024Q4: 247 shares; 2025Q1: 298 shares; 2025Q2: 273 shares; 2025Q3: 256 shares; 2025Q4: 304 shares; 2026Q1: 394 shares; 2026Q2: 523 shares 523 $41K <0.01% +129 Timeline AISP AIRSHIP AI HLDGS INC More: the full row for AIRSHIP AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,000 shares 17,000 $40.6K <0.01% new Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 856 shares 856 $40.5K <0.01% +400 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 277 shares; 2026Q1: 265 shares; 2026Q2: 355 shares 355 $40.3K <0.01% +90 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,149 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 12,799 shares; 2025Q3: 12,799 shares; 2025Q4: 12,799 shares; 2026Q1: 12,799 shares; 2026Q2: 12,799 shares 12,799 $40.1K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,089 shares; 2025Q3: 473 shares; 2025Q4: 43 shares; 2026Q1: 136 shares; 2026Q2: 461 shares 461 $39.8K <0.01% +325 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares; 2026Q2: 1,032 shares 1,032 $39.3K <0.01% +419 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 537 shares; 2026Q2: 559 shares 559 $39.2K <0.01% +22 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $39K <0.01% 0 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: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 716 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $39K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 86 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 460 shares 460 $38.9K <0.01% +3 Timeline CPRT COPART INC More: the full row for COPART 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: 1,956 shares; 2025Q4: 1,978 shares; 2026Q1: 1,120 shares; 2026Q2: 1,371 shares 1,371 $38.6K <0.01% +251 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 28 shares; 2025Q2: 33 shares; 2025Q3: 107 shares; 2025Q4: 111 shares; 2026Q1: 113 shares; 2026Q2: 148 shares 148 $38.5K <0.01% +35 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $38.3K <0.01% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $38.1K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 83 shares; 2026Q1: 109 shares; 2026Q2: 578 shares 578 $38K <0.01% +469 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $38K <0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,315 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $37.9K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 41 shares; 2026Q2: 95 shares 95 $37.7K <0.01% +54 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,273 shares; 2025Q1: 987 shares; 2025Q2: 1,000 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 2,291 shares; 2026Q2: 3,417 shares 3,417 $37.5K <0.01% +1,126 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 3,285 shares; 2025Q1: 2,470 shares; 2025Q2: 2,458 shares; 2025Q3: 2,599 shares; 2025Q4: 2,646 shares; 2026Q1: 2,709 shares; 2026Q2: 2,693 shares 2,693 $37.4K <0.01% -16 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $37.3K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 411 shares; 2026Q2: 371 shares 371 $37.2K <0.01% -40 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: 588 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $37.1K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 366 shares; 2025Q3: 300 shares; 2025Q4: 31 shares; 2026Q1: 186 shares; 2026Q2: 607 shares 607 $36.8K <0.01% +421 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: 167 shares; 2024Q4: 86 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 168 shares; 2025Q4: 177 shares; 2026Q1: 200 shares; 2026Q2: 224 shares 224 $36.5K <0.01% +24 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: 256 shares; 2024Q4: 110 shares; 2025Q1: 115 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 82 shares; 2026Q2: 107 shares 107 $36.5K <0.01% +25 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: 36 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 10 shares; 2025Q3: 41 shares; 2025Q4: 51 shares; 2026Q1: 81 shares; 2026Q2: 97 shares 97 $36.4K <0.01% +16 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $36.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 669 shares 669 $35.3K <0.01% +8 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 361 shares; 2026Q1: 79 shares; 2026Q2: 678 shares 678 $35.1K <0.01% +599 Timeline