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: 34,719 shares; 2024Q4: 36,978 shares; 2025Q1: 36,978 shares; 2025Q2: 39,982 shares; 2025Q3: 42,120 shares; 2025Q4: 81,881 shares; 2026Q1: 77,531 shares; 2026Q2: 77,222 shares 77,222 $14.7M 4.03% -309 Timeline CLOI 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: 192,287 shares; 2024Q4: 166,431 shares; 2025Q1: 166,431 shares; 2025Q2: 246,417 shares; 2025Q3: 253,678 shares; 2025Q4: 259,273 shares; 2026Q1: 259,309 shares; 2026Q2: 272,492 shares 272,492 $14.4M 3.95% +13,183 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: 163,084 shares; 2024Q4: 152,233 shares; 2025Q1: 152,233 shares; 2025Q2: 145,891 shares; 2025Q3: 153,327 shares; 2025Q4: 157,367 shares; 2026Q1: 133,679 shares; 2026Q2: 137,912 shares 137,912 $14.3M 3.92% +4,233 Timeline AFIF HORIZON FDS More: the full row for HORIZON 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: 1,441,393 shares 1,441,393 $13.6M 3.71% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,674 shares; 2024Q4: 33,362 shares; 2025Q1: 33,362 shares; 2025Q2: 31,291 shares; 2025Q3: 30,309 shares; 2025Q4: 29,005 shares; 2026Q1: 26,832 shares; 2026Q2: 130,172 shares 130,172 $11.4M 3.13% +103,340 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: 128,913 shares; 2024Q4: 134,850 shares; 2025Q1: 134,850 shares; 2025Q2: 131,958 shares; 2025Q3: 140,603 shares; 2025Q4: 143,571 shares; 2026Q1: 109,462 shares; 2026Q2: 110,605 shares 110,605 $11.3M 3.1% +1,143 Timeline UCON 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: 447,060 shares; 2024Q4: 379,516 shares; 2025Q1: 379,516 shares; 2025Q2: 353,683 shares; 2025Q3: 356,779 shares; 2025Q4: 359,545 shares; 2026Q1: 416,747 shares; 2026Q2: 428,366 shares 428,366 $10.7M 2.92% +11,619 Timeline LMBS 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: 216,611 shares; 2024Q4: 188,450 shares; 2025Q1: 188,450 shares; 2025Q2: 170,698 shares; 2025Q3: 173,032 shares; 2025Q4: 174,461 shares; 2026Q1: 186,130 shares; 2026Q2: 192,500 shares 192,500 $9.58M 2.62% +6,370 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: 23,342 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 15,113 shares; 2025Q3: 15,076 shares; 2025Q4: 14,243 shares; 2026Q1: 11,095 shares; 2026Q2: 10,966 shares 10,966 $8.08M 2.21% -129 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: 92 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,927 shares; 2026Q2: 84,918 shares 84,918 $8.03M 2.2% +3,991 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,688 shares; 2024Q4: 76,319 shares; 2025Q1: 76,319 shares; 2025Q2: 70,767 shares; 2025Q3: 72,618 shares; 2025Q4: 74,116 shares; 2026Q1: 74,210 shares; 2026Q2: 78,314 shares 78,314 $7.22M 1.98% +4,104 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,300 shares; 2026Q2: 282,152 shares 282,152 $6.87M 1.88% +11,852 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: 26,642 shares; 2025Q1: 26,642 shares; 2025Q2: 35,388 shares; 2025Q3: 34,848 shares; 2025Q4: 18,554 shares; 2026Q1: 17,564 shares; 2026Q2: 13,707 shares 13,707 $5.94M 1.63% -3,857 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: 11,859 shares; 2024Q4: 9,360 shares; 2025Q1: 9,360 shares; 2025Q2: 8,313 shares; 2025Q3: 10,006 shares; 2025Q4: 10,564 shares; 2026Q1: 13,298 shares; 2026Q2: 15,781 shares 15,781 $5.89M 1.61% +2,483 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: 53,150 shares; 2024Q4: 46,826 shares; 2025Q1: 46,826 shares; 2025Q2: 46,003 shares; 2025Q3: 48,482 shares; 2025Q4: 48,379 shares; 2026Q1: 52,377 shares; 2026Q2: 54,364 shares 54,364 $5.82M 1.59% +1,987 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: 33,415 shares; 2024Q4: 23,274 shares; 2025Q1: 23,274 shares; 2025Q2: 14,218 shares; 2025Q3: 14,949 shares; 2025Q4: 14,911 shares; 2026Q1: 16,308 shares; 2026Q2: 23,105 shares 23,105 $5.51M 1.51% +6,797 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 186,499 shares; 2026Q1: 172,319 shares; 2026Q2: 181,283 shares 181,283 $5.44M 1.49% +8,964 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: 22,490 shares; 2024Q4: 17,818 shares; 2025Q1: 17,818 shares; 2025Q2: 14,526 shares; 2025Q3: 14,424 shares; 2025Q4: 12,101 shares; 2026Q1: 12,373 shares; 2026Q2: 14,743 shares 14,743 $5.27M 1.44% +2,370 Timeline QQEW 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: 52,230 shares; 2024Q4: 49,534 shares; 2025Q1: 49,534 shares; 2025Q2: 48,973 shares; 2025Q3: 53,179 shares; 2025Q4: 56,737 shares; 2026Q1: 31,183 shares; 2026Q2: 32,425 shares 32,425 $5.18M 1.42% +1,242 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,231 shares 126,231 $5.01M 1.37% new 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: 10,318 shares; 2024Q4: 9,651 shares; 2025Q1: 9,651 shares; 2025Q2: 8,636 shares; 2025Q3: 8,722 shares; 2025Q4: 9,051 shares; 2026Q1: 9,755 shares; 2026Q2: 39,829 shares 39,829 $4.95M 1.35% +30,074 Timeline FIXD 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: 98,716 shares; 2024Q4: 81,131 shares; 2025Q1: 81,131 shares; 2025Q2: 77,179 shares; 2025Q3: 76,174 shares; 2025Q4: 76,839 shares; 2026Q1: 112,043 shares; 2026Q2: 112,766 shares 112,766 $4.92M 1.35% +723 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,025 shares; 2024Q4: 65,680 shares; 2025Q1: 65,680 shares; 2025Q2: 65,897 shares; 2025Q3: 72,205 shares; 2025Q4: 83,862 shares; 2026Q1: 76,302 shares; 2026Q2: 80,778 shares 80,778 $4.84M 1.32% +4,476 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: 60,537 shares; 2024Q4: 53,289 shares; 2025Q1: 53,289 shares; 2025Q2: 51,311 shares; 2025Q3: 53,066 shares; 2025Q4: 51,735 shares; 2026Q1: 39,710 shares; 2026Q2: 40,532 shares 40,532 $4.82M 1.32% +822 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: 21,713 shares; 2024Q4: 18,228 shares; 2025Q1: 18,228 shares; 2025Q2: 32,519 shares; 2025Q3: 33,490 shares; 2025Q4: 40,450 shares; 2026Q1: 48,373 shares; 2026Q2: 51,602 shares 51,602 $4.19M 1.15% +3,229 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: 33,530 shares; 2024Q4: 21,873 shares; 2025Q1: 21,873 shares; 2025Q2: 21,159 shares; 2025Q3: 24,204 shares; 2025Q4: 23,156 shares; 2026Q1: 25,110 shares; 2026Q2: 26,069 shares 26,069 $4.14M 1.13% +959 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: 15,900 shares; 2024Q4: 10,226 shares; 2025Q1: 10,226 shares; 2025Q2: 14,189 shares; 2025Q3: 12,023 shares; 2025Q4: 32,213 shares; 2026Q1: 32,150 shares; 2026Q2: 32,816 shares 32,816 $3.85M 1.05% +666 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,593 shares; 2024Q4: 171,146 shares; 2025Q1: 171,146 shares; 2025Q2: 101,249 shares; 2025Q3: 105,088 shares; 2025Q4: 108,647 shares; 2026Q1: 100,599 shares; 2026Q2: 104,033 shares 104,033 $3.81M 1.04% +3,434 Timeline HYLS 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: 80,288 shares; 2024Q4: 66,151 shares; 2025Q1: 66,151 shares; 2025Q2: 63,102 shares; 2025Q3: 62,297 shares; 2025Q4: 62,301 shares; 2026Q1: 88,982 shares; 2026Q2: 89,822 shares 89,822 $3.65M 1% +840 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: 51,943 shares; 2024Q4: 20,840 shares; 2025Q1: 20,840 shares; 2025Q2: 11,155 shares; 2025Q3: 11,868 shares; 2025Q4: 11,400 shares; 2026Q1: 11,033 shares; 2026Q2: 12,101 shares 12,101 $3.5M 0.96% +1,068 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: 38,760 shares; 2024Q4: 34,906 shares; 2025Q1: 34,906 shares; 2025Q2: 35,443 shares; 2025Q3: 38,499 shares; 2025Q4: 42,175 shares; 2026Q1: 31,578 shares; 2026Q2: 33,466 shares 33,466 $3.48M 0.95% +1,888 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,090 shares; 2025Q1: 52,090 shares; 2025Q2: 172,656 shares; 2025Q3: 173,517 shares; 2025Q4: 115,267 shares; 2026Q1: 154,862 shares; 2026Q2: 155,270 shares 155,270 $3.45M 0.94% +408 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: 20,287 shares; 2024Q4: 15,492 shares; 2025Q1: 15,492 shares; 2025Q2: 11,493 shares; 2025Q3: 11,645 shares; 2025Q4: 11,738 shares; 2026Q1: 14,812 shares; 2026Q2: 22,710 shares 22,710 $3.44M 0.94% +7,898 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: 1,856 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,722 shares; 2025Q3: 1,813 shares; 2025Q4: 1,787 shares; 2026Q1: 1,190 shares; 2026Q2: 4,756 shares 4,756 $3.44M 0.94% +3,566 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: 3,898 shares; 2024Q4: 10,348 shares; 2025Q1: 10,348 shares; 2025Q2: 14,531 shares; 2025Q3: 14,465 shares; 2025Q4: 10,602 shares; 2026Q1: 11,851 shares; 2026Q2: 10,174 shares 10,174 $3.41M 0.93% -1,677 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,622 shares; 2024Q4: 9,254 shares; 2025Q1: 9,254 shares; 2025Q2: 7,247 shares; 2025Q3: 7,445 shares; 2025Q4: 9,098 shares; 2026Q1: 15,216 shares; 2026Q2: 27,655 shares 27,655 $3.39M 0.93% +12,439 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: 15,883 shares; 2024Q4: 12,662 shares; 2025Q1: 12,662 shares; 2025Q2: 9,053 shares; 2025Q3: 8,956 shares; 2025Q4: 7,518 shares; 2026Q1: 8,658 shares; 2026Q2: 8,691 shares 8,691 $3.28M 0.9% +33 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 20,265 shares; 2025Q3: 20,670 shares; 2025Q4: 21,999 shares; 2026Q1: 27,687 shares; 2026Q2: 27,644 shares 27,644 $3.25M 0.89% -43 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,531 shares; 2024Q4: 7,177 shares; 2025Q1: 7,177 shares; 2025Q2: 5,344 shares; 2025Q3: 5,455 shares; 2025Q4: 5,884 shares; 2026Q1: 7,646 shares; 2026Q2: 9,350 shares 9,350 $3.21M 0.88% +1,704 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: 14,976 shares; 2024Q4: 11,914 shares; 2025Q1: 11,914 shares; 2025Q2: 9,455 shares; 2025Q3: 9,414 shares; 2025Q4: 8,720 shares; 2026Q1: 9,945 shares; 2026Q2: 7,784 shares 7,784 $3.09M 0.85% -2,161 Timeline SDVY 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: 108,159 shares; 2024Q4: 85,464 shares; 2025Q1: 85,464 shares; 2025Q2: 82,114 shares; 2025Q3: 79,359 shares; 2025Q4: 77,938 shares; 2026Q1: 73,270 shares; 2026Q2: 71,493 shares 71,493 $3.08M 0.84% -1,777 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: 1,541 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 1,482 shares; 2025Q3: 1,513 shares; 2025Q4: 24,315 shares; 2026Q1: 36,753 shares; 2026Q2: 42,558 shares 42,558 $3.04M 0.83% +5,805 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: 3,912 shares; 2026Q2: 17,311 shares 17,311 $2.81M 0.77% +13,399 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,647 shares; 2024Q4: 84,247 shares; 2025Q1: 84,247 shares; 2025Q2: 110,923 shares; 2025Q3: 116,644 shares; 2025Q4: 122,763 shares; 2026Q1: 110,428 shares; 2026Q2: 113,177 shares 113,177 $2.78M 0.76% +2,749 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 18 shares; 2026Q1: 8,862 shares; 2026Q2: 7,100 shares 7,100 $2.74M 0.75% -1,762 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: 69,954 shares; 2024Q4: 83,692 shares; 2025Q1: 83,692 shares; 2025Q2: 79,466 shares; 2025Q3: 83,930 shares; 2025Q4: 85,700 shares; 2026Q1: 48,626 shares; 2026Q2: 49,682 shares 49,682 $2.66M 0.73% +1,056 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,718 shares; 2026Q1: 11,486 shares; 2026Q2: 12,893 shares 12,893 $2.6M 0.71% +1,407 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 10,065 shares; 2025Q1: 10,065 shares; 2025Q2: 9,671 shares; 2025Q3: 9,935 shares; 2025Q4: 9,640 shares; 2026Q1: 10,198 shares; 2026Q2: 10,553 shares 10,553 $2.56M 0.7% +355 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: 25,555 shares; 2024Q4: 25,829 shares; 2025Q1: 25,829 shares; 2025Q2: 22,844 shares; 2025Q3: 22,662 shares; 2025Q4: 23,390 shares; 2026Q1: 30,817 shares; 2026Q2: 31,546 shares 31,546 $2.56M 0.7% +729 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: 17,980 shares; 2024Q4: 15,136 shares; 2025Q1: 15,136 shares; 2025Q2: 14,284 shares; 2025Q3: 16,898 shares; 2025Q4: 15,165 shares; 2026Q1: 13,405 shares; 2026Q2: 13,760 shares 13,760 $2.55M 0.7% +355 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: 26,857 shares; 2024Q4: 22,312 shares; 2025Q1: 22,312 shares; 2025Q2: 15,907 shares; 2025Q3: 16,085 shares; 2025Q4: 16,780 shares; 2026Q1: 27,946 shares; 2026Q2: 34,944 shares 34,944 $2.52M 0.69% +6,998 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: 38,355 shares; 2024Q4: 14,918 shares; 2025Q1: 14,918 shares; 2025Q2: 11,409 shares; 2025Q3: 12,224 shares; 2025Q4: 12,732 shares; 2026Q1: 27,918 shares; 2026Q2: 29,285 shares 29,285 $2.43M 0.67% +1,367 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 9,035 shares; 2025Q3: 8,994 shares; 2025Q4: 7,064 shares; 2026Q1: 8,571 shares; 2026Q2: 8,742 shares 8,742 $2.35M 0.64% +171 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,035 shares; 2024Q4: 17,579 shares; 2025Q1: 17,579 shares; 2025Q2: 16,818 shares; 2025Q3: 17,487 shares; 2025Q4: 17,944 shares; 2026Q1: 25,858 shares; 2026Q2: 27,146 shares 27,146 $2.12M 0.58% +1,288 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: 3,037 shares; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,648 shares; 2025Q3: 1,666 shares; 2025Q4: 1,585 shares; 2026Q1: 1,587 shares; 2026Q2: 7,977 shares 7,977 $2.03M 0.55% +6,390 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: 6,475 shares; 2024Q4: 6,474 shares; 2025Q1: 6,474 shares; 2025Q2: 6,444 shares; 2025Q3: 6,484 shares; 2025Q4: 6,445 shares; 2026Q1: 6,440 shares; 2026Q2: 4,593 shares 4,593 $1.96M 0.54% -1,847 Timeline XME 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: 19,049 shares; 2025Q1: 19,049 shares; 2025Q2: 19,245 shares; 2025Q3: 19,785 shares; 2025Q4: 18,690 shares; 2026Q1: 17,392 shares; 2026Q2: 18,039 shares 18,039 $1.93M 0.53% +647 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,241 shares; 2025Q4: 4,707 shares; 2026Q1: 7,180 shares; 2026Q2: 9,668 shares 9,668 $1.88M 0.51% +2,488 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: 6,493 shares; 2024Q4: 4,849 shares; 2025Q1: 4,849 shares; 2025Q2: 4,834 shares; 2025Q3: 4,922 shares; 2025Q4: 4,949 shares; 2026Q1: 5,084 shares; 2026Q2: 5,162 shares 5,162 $1.82M 0.5% +78 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: 123 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 168 shares; 2026Q1: 162 shares; 2026Q2: 12,848 shares 12,848 $1.8M 0.49% +12,686 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,739 shares; 2024Q4: 36,364 shares; 2025Q1: 36,364 shares; 2025Q2: 36,230 shares; 2025Q3: 34,884 shares; 2025Q4: 33,383 shares; 2026Q1: 31,457 shares; 2026Q2: 30,379 shares 30,379 $1.79M 0.49% -1,078 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: 872 shares; 2024Q4: 7,383 shares; 2025Q1: 7,383 shares; 2025Q2: 8,798 shares; 2025Q3: 8,571 shares; 2025Q4: 10,188 shares; 2026Q1: 14,484 shares; 2026Q2: 17,791 shares 17,791 $1.63M 0.45% +3,307 Timeline FTCS 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: 26,999 shares; 2024Q4: 20,080 shares; 2025Q1: 20,080 shares; 2025Q2: 19,894 shares; 2025Q3: 19,308 shares; 2025Q4: 19,017 shares; 2026Q1: 17,735 shares; 2026Q2: 17,261 shares 17,261 $1.62M 0.44% -474 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,666 shares; 2025Q3: 57,463 shares; 2025Q4: 63,597 shares; 2026Q1: 59,512 shares; 2026Q2: 61,209 shares 61,209 $1.59M 0.43% +1,697 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: 19,404 shares; 2024Q4: 19,135 shares; 2025Q1: 19,135 shares; 2025Q2: 3,503 shares; 2025Q3: 5,681 shares; 2025Q4: 5,404 shares; 2026Q1: 7,444 shares; 2026Q2: 7,782 shares 7,782 $1.56M 0.43% +338 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: 8,186 shares; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 4,168 shares; 2025Q3: 4,435 shares; 2025Q4: 4,403 shares; 2026Q1: 4,409 shares; 2026Q2: 4,240 shares 4,240 $1.55M 0.42% -169 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: 11,020 shares; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,147 shares; 2025Q3: 7,924 shares; 2025Q4: 7,582 shares; 2026Q1: 7,007 shares; 2026Q2: 6,760 shares 6,760 $1.44M 0.39% -247 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,380 shares; 2026Q2: 86,092 shares 86,092 $1.43M 0.39% +7,712 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: 6,466 shares; 2024Q4: 4,307 shares; 2025Q1: 4,307 shares; 2025Q2: 3,707 shares; 2025Q3: 4,485 shares; 2025Q4: 4,570 shares; 2026Q1: 3,975 shares; 2026Q2: 3,959 shares 3,959 $1.4M 0.38% -16 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,902 shares; 2024Q4: 29,126 shares; 2025Q1: 29,126 shares; 2025Q2: 35,349 shares; 2025Q3: 37,301 shares; 2025Q4: 36,000 shares; 2026Q1: 18,276 shares; 2026Q2: 18,468 shares 18,468 $1.36M 0.37% +192 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; 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: 24,706 shares; 2026Q1: 27,093 shares; 2026Q2: 21,671 shares 21,671 $1.31M 0.36% -5,422 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 40,321 shares; 2025Q4: 28,647 shares; 2026Q1: 28,647 shares; 2026Q2: 60,176 shares 60,176 $1.3M 0.36% +31,529 Timeline FTSM 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: 19,854 shares; 2024Q4: 15,877 shares; 2025Q1: 15,877 shares; 2025Q2: 15,124 shares; 2025Q3: 14,929 shares; 2025Q4: 14,676 shares; 2026Q1: 20,615 shares; 2026Q2: 20,693 shares 20,693 $1.24M 0.34% +78 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,468 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $1.23M 0.34% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 2,926 shares; 2025Q3: 2,939 shares; 2025Q4: 1,825 shares; 2026Q1: 2,574 shares; 2026Q2: 4,640 shares 4,640 $1.21M 0.33% +2,066 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,041 shares; 2026Q2: 24,266 shares 24,266 $1.2M 0.33% +2,225 Timeline PSP 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: 16,197 shares; 2024Q4: 13,112 shares; 2025Q1: 13,112 shares; 2025Q2: 17,269 shares; 2025Q3: 18,197 shares; 2025Q4: 19,347 shares; 2026Q1: 19,155 shares; 2026Q2: 20,341 shares 20,341 $1.13M 0.31% +1,186 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: 905 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 681 shares; 2025Q3: 792 shares; 2025Q4: 808 shares; 2026Q1: 1,183 shares; 2026Q2: 1,175 shares 1,175 $1.1M 0.3% -8 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,126 shares; 2024Q4: 8,627 shares; 2025Q1: 8,627 shares; 2025Q2: 8,092 shares; 2025Q3: 7,691 shares; 2025Q4: 7,954 shares; 2026Q1: 9,986 shares; 2026Q2: 10,290 shares 10,290 $1.09M 0.3% +304 Timeline RDVI 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: 8,999 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: 14,823 shares; 2025Q3: 20,074 shares; 2025Q4: 19,376 shares; 2026Q1: 20,436 shares; 2026Q2: 33,916 shares 33,916 $997K 0.27% +13,480 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: 6,566 shares; 2024Q4: 6,565 shares; 2025Q1: 6,565 shares; 2025Q2: 4,937 shares; 2025Q3: 5,028 shares; 2025Q4: 4,969 shares; 2026Q1: 4,973 shares; 2026Q2: 5,041 shares 5,041 $957K 0.26% +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: 389 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 531 shares; 2025Q3: 537 shares; 2025Q4: 859 shares; 2026Q1: 1,630 shares; 2026Q2: 1,695 shares 1,695 $955K 0.26% +65 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: 2,828 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 3,134 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,514 shares; 2026Q2: 2,514 shares 2,514 $926K 0.25% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,507 shares; 2024Q4: 15,582 shares; 2025Q1: 15,582 shares; 2025Q2: 14,988 shares; 2025Q3: 15,531 shares; 2025Q4: 3,265 shares; 2026Q1: 2,864 shares; 2026Q2: 2,751 shares 2,751 $800K 0.22% -113 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,530 shares; 2024Q4: 21,811 shares; 2025Q1: 21,811 shares; 2025Q2: 21,285 shares; 2025Q3: 21,299 shares; 2025Q4: 21,046 shares; 2026Q1: 20,137 shares; 2026Q2: 19,728 shares 19,728 $795K 0.22% -409 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: 4,479 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,011 shares; 2025Q3: 2,993 shares; 2025Q4: 3,202 shares; 2026Q1: 3,345 shares; 2026Q2: 3,155 shares 3,155 $765K 0.21% -190 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: 2,100 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 2,170 shares; 2025Q3: 2,189 shares; 2025Q4: 2,180 shares; 2026Q1: 2,183 shares; 2026Q2: 2,235 shares 2,235 $732K 0.2% +52 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $674K 0.18% 0 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,959 shares; 2024Q4: 62,364 shares; 2025Q1: 62,364 shares; 2025Q2: 58,509 shares; 2025Q3: 56,215 shares; 2025Q4: 18,207 shares; 2026Q1: 17,346 shares; 2026Q2: 16,073 shares 16,073 $658K 0.18% -1,273 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,025 shares; 2024Q4: 8,644 shares; 2025Q1: 8,644 shares; 2025Q2: 8,229 shares; 2025Q3: 8,414 shares; 2025Q4: 8,857 shares; 2026Q1: 9,325 shares; 2026Q2: 9,377 shares 9,377 $646K 0.18% +52 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 5,059 shares; 2025Q3: 5,372 shares; 2025Q4: 5,412 shares; 2026Q1: 5,653 shares; 2026Q2: 5,796 shares 5,796 $623K 0.17% +143 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,510 shares; 2024Q4: 201,314 shares; 2025Q1: 201,314 shares; 2025Q2: 161,392 shares; 2025Q3: 160,694 shares; 2025Q4: 158,398 shares; 2026Q1: 226,821 shares; 2026Q2: 22,748 shares 22,748 $615K 0.17% -204,073 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 753 shares; 2025Q3: 780 shares; 2025Q4: 2,678 shares; 2026Q1: 792 shares; 2026Q2: 778 shares 778 $581K 0.16% -14 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: 272 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 799 shares; 2025Q3: 1,518 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,538 shares 1,538 $569K 0.16% +3 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: 570 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 767 shares; 2025Q3: 806 shares; 2025Q4: 895 shares; 2026Q1: 1,064 shares; 2026Q2: 1,107 shares 1,107 $569K 0.16% +43 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: 3,710 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,548 shares; 2025Q3: 2,518 shares; 2025Q4: 2,515 shares; 2026Q1: 2,517 shares; 2026Q2: 2,349 shares 2,349 $556K 0.15% -168 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,875 shares; 2025Q3: 1,876 shares; 2025Q4: 1,606 shares; 2026Q1: 1,608 shares; 2026Q2: 1,616 shares 1,616 $513K 0.14% +8 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: 2,325 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,653 shares; 2025Q3: 1,666 shares; 2025Q4: 1,699 shares; 2026Q1: 1,327 shares; 2026Q2: 1,364 shares 1,364 $510K 0.14% +37 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,490 shares; 2025Q3: 1,607 shares; 2025Q4: 1,605 shares; 2026Q1: 1,729 shares; 2026Q2: 1,924 shares 1,924 $484K 0.13% +195 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,938 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 19,283 shares; 2025Q3: 14,835 shares; 2025Q4: 14,835 shares; 2026Q1: 15,359 shares; 2026Q2: 15,359 shares 15,359 $463K 0.13% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,202 shares; 2025Q3: 2,934 shares; 2025Q4: 3,230 shares; 2026Q1: 3,019 shares; 2026Q2: 3,027 shares 3,027 $449K 0.12% +8 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 638 shares 638 $438K 0.12% +88 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,952 shares; 2026Q2: 2,848 shares 2,848 $436K 0.12% -104 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,326 shares; 2025Q3: 4,329 shares; 2025Q4: 4,331 shares; 2026Q1: 4,335 shares; 2026Q2: 4,339 shares 4,339 $428K 0.12% +4 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: 6,727 shares; 2024Q4: 18,288 shares; 2025Q1: 18,288 shares; 2025Q2: 16,252 shares; 2025Q3: 15,308 shares; 2025Q4: 15,480 shares; 2026Q1: 13,498 shares; 2026Q2: 13,557 shares 13,557 $422K 0.12% +59 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: 426 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 360 shares; 2025Q3: 373 shares; 2025Q4: 371 shares; 2026Q1: 335 shares; 2026Q2: 342 shares 342 $411K 0.11% +7 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: 9,285 shares; 2024Q4: 9,436 shares; 2025Q1: 9,436 shares; 2025Q2: 8,840 shares; 2025Q3: 8,901 shares; 2025Q4: 8,978 shares; 2026Q1: 9,142 shares; 2026Q2: 9,265 shares 9,265 $392K 0.11% +123 Timeline LGLV 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: 4,213 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,254 shares; 2025Q3: 2,504 shares; 2025Q4: 2,437 shares; 2026Q1: 2,442 shares; 2026Q2: 2,146 shares 2,146 $389K 0.11% -296 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 14,584 shares; 2026Q2: 16,184 shares 16,184 $373K 0.1% +1,600 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 2,413 shares; 2025Q1: 2,413 shares; 2025Q2: 2,423 shares; 2025Q3: 2,428 shares; 2025Q4: 2,433 shares; 2026Q1: 2,441 shares; 2026Q2: 2,450 shares 2,450 $372K 0.1% +9 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,629 shares; 2024Q4: 9,884 shares; 2025Q1: 9,884 shares; 2025Q2: 7,699 shares; 2025Q3: 8,689 shares; 2025Q4: 8,544 shares; 2026Q1: 8,566 shares; 2026Q2: 8,476 shares 8,476 $352K 0.1% -90 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: 7,401 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 3,416 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,285 shares; 2026Q2: 6,063 shares 6,063 $341K 0.09% +2,778 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,004 shares; 2025Q3: 1,022 shares; 2025Q4: 1,023 shares; 2026Q1: 1,027 shares; 2026Q2: 986 shares 986 $338K 0.09% -41 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: 2,440 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,016 shares; 2025Q3: 2,047 shares; 2025Q4: 2,154 shares; 2026Q1: 1,456 shares; 2026Q2: 1,450 shares 1,450 $320K 0.09% -6 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: 739 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 752 shares; 2025Q3: 901 shares; 2025Q4: 841 shares; 2026Q1: 759 shares; 2026Q2: 760 shares 760 $320K 0.09% +1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,493 shares; 2024Q4: 8,221 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares; 2025Q4: 8,421 shares; 2026Q1: 8,277 shares; 2026Q2: 8,277 shares 8,277 $316K 0.09% 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: 3,566 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 1,084 shares; 2025Q3: 1,090 shares; 2025Q4: 1,096 shares; 2026Q1: 1,103 shares; 2026Q2: 1,109 shares 1,109 $300K 0.08% +6 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 1,367 shares; 2026Q2: 1,415 shares 1,415 $292K 0.08% +48 Timeline SPGP 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: 2,285 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 2,093 shares; 2025Q3: 2,101 shares; 2025Q4: 2,230 shares; 2026Q1: 2,374 shares; 2026Q2: 2,379 shares 2,379 $291K 0.08% +5 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 147 shares; 2025Q3: 837 shares; 2025Q4: 407 shares; 2026Q1: 384 shares; 2026Q2: 385 shares 385 $289K 0.08% +1 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: 450 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 266 shares 266 $283K 0.08% +19 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: 8,655 shares; 2024Q4: 8,621 shares; 2025Q1: 8,621 shares; 2025Q2: 10,586 shares; 2025Q3: 10,555 shares; 2025Q4: 6,746 shares; 2026Q1: 9,750 shares; 2026Q2: 486 shares 486 $282K 0.08% -9,264 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,327 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 1,573 shares; 2025Q3: 1,576 shares; 2025Q4: 1,546 shares; 2026Q1: 1,552 shares; 2026Q2: 1,650 shares 1,650 $277K 0.08% +98 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: 3,660 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,131 shares; 2025Q3: 2,139 shares; 2025Q4: 2,078 shares; 2026Q1: 2,093 shares; 2026Q2: 2,109 shares 2,109 $267K 0.07% +16 Timeline SPMO 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: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,646 shares; 2025Q3: 1,658 shares; 2025Q4: 1,646 shares; 2026Q1: 1,647 shares; 2026Q2: 1,648 shares 1,648 $266K 0.07% +1 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: 33,933 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 15,827 shares; 2025Q3: 16,557 shares; 2025Q4: 16,596 shares; 2026Q1: 2,350 shares; 2026Q2: 2,239 shares 2,239 $254K 0.07% -111 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: 1,260 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,277 shares; 2025Q3: 1,281 shares; 2025Q4: 1,286 shares; 2026Q1: 2,128 shares; 2026Q2: 2,282 shares 2,282 $252K 0.07% +154 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116,582 shares; 2025Q1: 116,582 shares; 2025Q2: 152,595 shares; 2025Q3: 156,334 shares; 2025Q4: 159,453 shares; 2026Q1: 4,894 shares; 2026Q2: 4,906 shares 4,906 $248K 0.07% +12 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 226 shares; 2025Q3: 234 shares; 2025Q4: 1,255 shares; 2026Q1: 2,345 shares; 2026Q2: 2,453 shares 2,453 $244K 0.07% +108 Timeline GAUG 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: 13,135 shares; 2024Q4: 13,135 shares; 2025Q1: 13,135 shares; 2025Q2: 13,130 shares; 2025Q3: 13,130 shares; 2025Q4: 12,083 shares; 2026Q1: 5,843 shares; 2026Q2: 5,843 shares 5,843 $242K 0.07% 0 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: 526 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 439 shares; 2025Q3: 461 shares; 2025Q4: 497 shares; 2026Q1: 564 shares; 2026Q2: 592 shares 592 $241K 0.07% +28 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 2,084 shares 2,084 $215K 0.06% +1,001 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: 304 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $215K 0.06% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 7,449 shares 7,449 $213K 0.06% new Timeline QTEC 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: 782 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 642 shares; 2025Q3: 700 shares; 2025Q4: 674 shares; 2026Q1: 673 shares; 2026Q2: 635 shares 635 $213K 0.06% -38 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,138 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,069 shares; 2025Q3: 3,075 shares; 2025Q4: 3,082 shares; 2026Q1: 3,095 shares; 2026Q2: 3,107 shares 3,107 $212K 0.06% +12 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $211K 0.06% new 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: 604 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 404 shares; 2026Q2: 401 shares 401 $201K 0.05% -3 Timeline PFXF 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: 1,573 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 3,589 shares; 2025Q3: 5,108 shares; 2025Q4: 5,234 shares; 2026Q1: 5,634 shares; 2026Q2: 10,842 shares 10,842 $193K 0.05% +5,208 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: 12,848 shares; 2024Q4: 11,971 shares; 2025Q1: 11,971 shares; 2025Q2: 12,425 shares; 2025Q3: 12,841 shares; 2025Q4: 9,439 shares; 2026Q1: 9,445 shares; 2026Q2: 9,317 shares 9,317 $193K 0.05% -128 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: 679 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 482 shares; 2025Q3: 503 shares; 2025Q4: 509 shares; 2026Q1: 522 shares; 2026Q2: 525 shares 525 $190K 0.05% +3 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: 379 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 185 shares; 2025Q3: 335 shares; 2025Q4: 186 shares; 2026Q1: 161 shares; 2026Q2: 162 shares 162 $188K 0.05% +1 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: 56,777 shares; 2024Q4: 48,429 shares; 2025Q1: 48,429 shares; 2025Q2: 44,610 shares; 2025Q3: 45,655 shares; 2025Q4: 46,631 shares; 2026Q1: 1,610 shares; 2026Q2: 1,599 shares 1,599 $188K 0.05% -11 Timeline FDL 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: 3,835 shares; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,887 shares; 2025Q3: 3,907 shares; 2025Q4: 3,925 shares; 2026Q1: 3,888 shares; 2026Q2: 3,673 shares 3,673 $179K 0.05% -215 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: 514 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 570 shares; 2025Q3: 558 shares; 2025Q4: 568 shares; 2026Q1: 595 shares; 2026Q2: 585 shares 585 $176K 0.05% -10 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: 470 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 402 shares; 2025Q3: 420 shares; 2025Q4: 373 shares; 2026Q1: 421 shares; 2026Q2: 439 shares 439 $175K 0.05% +18 Timeline FDN 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: 1,029 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 724 shares; 2025Q3: 716 shares; 2025Q4: 707 shares; 2026Q1: 703 shares; 2026Q2: 649 shares 649 $172K 0.05% -54 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: 37,302 shares; 2024Q4: 12,758 shares; 2025Q1: 12,758 shares; 2025Q2: 1,370 shares; 2025Q3: 1,296 shares; 2025Q4: 1,260 shares; 2026Q1: 1,222 shares; 2026Q2: 1,136 shares 1,136 $167K 0.05% -86 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: 720 shares 720 $161K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $159K 0.04% new 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 432 shares; 2026Q2: 558 shares 558 $157K 0.04% +126 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: 695 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 559 shares; 2025Q3: 561 shares; 2025Q4: 562 shares; 2026Q1: 566 shares; 2026Q2: 569 shares 569 $154K 0.04% +3 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 514 shares; 2025Q3: 518 shares; 2025Q4: 521 shares; 2026Q1: 525 shares; 2026Q2: 2,546 shares 2,546 $154K 0.04% +2,021 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 876 shares; 2025Q3: 736 shares; 2025Q4: 715 shares; 2026Q1: 727 shares; 2026Q2: 1,093 shares 1,093 $149K 0.04% +366 Timeline DEED 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: 9,699 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 6,748 shares; 2025Q3: 6,775 shares; 2025Q4: 6,783 shares; 2026Q1: 6,806 shares; 2026Q2: 6,874 shares 6,874 $147K 0.04% +68 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: 882 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 686 shares; 2025Q3: 742 shares; 2025Q4: 792 shares; 2026Q1: 1,499 shares; 2026Q2: 1,483 shares 1,483 $143K 0.04% -16 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: 2,031 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $140K 0.04% new Timeline FVD 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: 5,262 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,941 shares; 2025Q3: 2,948 shares; 2025Q4: 2,955 shares; 2026Q1: 2,966 shares; 2026Q2: 2,894 shares 2,894 $139K 0.04% -72 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: 14,059 shares; 2024Q4: 11,449 shares; 2025Q1: 11,449 shares; 2025Q2: 9,581 shares; 2025Q3: 9,782 shares; 2025Q4: 10,497 shares; 2026Q1: 14,912 shares; 2026Q2: 753 shares 753 $139K 0.04% -14,159 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,704 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,018 shares; 2025Q3: 1,982 shares; 2025Q4: 1,974 shares; 2026Q1: 1,842 shares; 2026Q2: 1,814 shares 1,814 $136K 0.04% -28 Timeline KNGZ 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: 3,215 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares; 2026Q2: 3,380 shares 3,380 $135K 0.04% 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: 2,325 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,309 shares; 2025Q3: 1,573 shares; 2025Q4: 1,864 shares; 2026Q1: 1,867 shares; 2026Q2: 1,488 shares 1,488 $131K 0.04% -379 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,340 shares; 2025Q3: 1,344 shares; 2025Q4: 1,350 shares; 2026Q1: 1,354 shares; 2026Q2: 1,358 shares 1,358 $130K 0.04% +4 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: 1,730 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,458 shares; 2025Q3: 1,401 shares; 2025Q4: 1,444 shares; 2026Q1: 1,560 shares; 2026Q2: 1,613 shares 1,613 $129K 0.04% +53 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: 2,462 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,260 shares; 2025Q3: 2,130 shares; 2025Q4: 2,135 shares; 2026Q1: 2,147 shares; 2026Q2: 2,263 shares 2,263 $129K 0.04% +116 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: 135 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 346 shares 346 $128K 0.04% +210 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 924 shares; 2025Q3: 1,401 shares; 2025Q4: 1,412 shares; 2026Q1: 1,899 shares; 2026Q2: 1,738 shares 1,738 $128K 0.03% -161 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: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,628 shares; 2026Q2: 1,632 shares 1,632 $126K 0.03% +4 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 240 shares; 2025Q3: 315 shares; 2025Q4: 284 shares; 2026Q1: 281 shares; 2026Q2: 246 shares 246 $126K 0.03% -35 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: 3,508 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 1,343 shares; 2025Q3: 1,347 shares; 2025Q4: 1,346 shares; 2026Q1: 1,350 shares; 2026Q2: 1,357 shares 1,357 $124K 0.03% +7 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 5,249 shares; 2025Q3: 11,474 shares; 2025Q4: 11,474 shares; 2026Q1: 11,474 shares; 2026Q2: 11,474 shares 11,474 $123K 0.03% 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: 956 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 524 shares; 2025Q3: 516 shares; 2025Q4: 515 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $117K 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 3,158 shares; 2026Q2: 3,158 shares 3,158 $116K 0.03% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,741 shares; 2025Q3: 1,749 shares; 2025Q4: 1,758 shares; 2026Q1: 1,768 shares; 2026Q2: 1,779 shares 1,779 $115K 0.03% +11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,671 shares; 2025Q3: 1,680 shares; 2025Q4: 1,567 shares; 2026Q1: 1,115 shares; 2026Q2: 1,123 shares 1,123 $115K 0.03% +8 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: 1,688 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 781 shares; 2025Q3: 843 shares; 2025Q4: 722 shares; 2026Q1: 724 shares; 2026Q2: 726 shares 726 $115K 0.03% +2 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: 2,167 shares; 2024Q4: 2,229 shares; 2025Q1: 2,229 shares; 2025Q2: 866 shares; 2025Q3: 868 shares; 2025Q4: 862 shares; 2026Q1: 842 shares; 2026Q2: 844 shares 844 $114K 0.03% +2 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: 631 shares; 2025Q1: 631 shares; 2025Q2: 633 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $108K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 760 shares; 2026Q1: 724 shares; 2026Q2: 725 shares 725 $106K 0.03% +1 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: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,097 shares; 2025Q3: 654 shares; 2025Q4: 612 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $104K 0.03% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,079 shares; 2024Q4: 144,194 shares; 2025Q1: 144,194 shares; 2025Q2: 4,412 shares; 2025Q3: 4,431 shares; 2025Q4: 4,345 shares; 2026Q1: 3,508 shares; 2026Q2: 3,548 shares 3,548 $104K 0.03% +40 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: 2,274 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,065 shares; 2025Q3: 1,308 shares; 2025Q4: 1,055 shares; 2026Q1: 1,057 shares; 2026Q2: 1,032 shares 1,032 $102K 0.03% -25 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,297 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,526 shares; 2025Q3: 2,491 shares; 2025Q4: 2,391 shares; 2026Q1: 2,097 shares; 2026Q2: 2,018 shares 2,018 $101K 0.03% -79 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: not reported; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares; 2026Q2: 1,040 shares 1,040 $96K 0.03% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 986 shares; 2026Q2: 1,093 shares 1,093 $95.9K 0.03% +107 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: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 180 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $95K 0.03% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 9,776 shares; 2025Q1: 9,776 shares; 2025Q2: 9,776 shares; 2025Q3: 9,776 shares; 2025Q4: 9,776 shares; 2026Q1: 9,776 shares; 2026Q2: 9,776 shares 9,776 $94.8K 0.03% 0 Timeline FSEP 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: 15,913 shares; 2024Q4: 14,798 shares; 2025Q1: 14,798 shares; 2025Q2: 8,571 shares; 2025Q3: 6,006 shares; 2025Q4: 5,769 shares; 2026Q1: 1,718 shares; 2026Q2: 1,718 shares 1,718 $94.6K 0.03% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $93.6K 0.03% 0 Timeline FAUG 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: 17,411 shares; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 15,819 shares; 2025Q3: 8,502 shares; 2025Q4: 8,502 shares; 2026Q1: 2,962 shares; 2026Q2: 1,596 shares 1,596 $90.2K 0.02% -1,366 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: 292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,804 shares; 2025Q2: 18,753 shares; 2025Q3: 20,073 shares; 2025Q4: 41,643 shares; 2026Q1: 2,469 shares; 2026Q2: 1,671 shares 1,671 $88.8K 0.02% -798 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: 568 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 77 shares; 2025Q3: 122 shares; 2025Q4: 161 shares; 2026Q1: 95 shares; 2026Q2: 396 shares 396 $85.7K 0.02% +301 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 134 shares 134 $85.1K 0.02% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,207 shares; 2025Q3: 954 shares; 2025Q4: 1,279 shares; 2026Q1: 1,304 shares; 2026Q2: 1,363 shares 1,363 $84.5K 0.02% +59 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: 446 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 452 shares; 2025Q3: 454 shares; 2025Q4: 456 shares; 2026Q1: 458 shares; 2026Q2: 462 shares 462 $83.8K 0.02% +4 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: 283 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 142 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 943 shares 943 $81.2K 0.02% +786 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 1,963 shares; 2026Q2: 1,963 shares 1,963 $80.1K 0.02% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 740 shares; 2025Q3: 741 shares; 2025Q4: 736 shares; 2026Q1: 738 shares; 2026Q2: 683 shares 683 $78.5K 0.02% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 283 shares; 2026Q1: 183 shares; 2026Q2: 1,185 shares 1,185 $77.8K 0.02% +1,002 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: 403 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 275 shares; 2025Q3: 276 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 282 shares 282 $76.8K 0.02% +2 Timeline JETS 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 2,290 shares 2,290 $76.1K 0.02% +1,508 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: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 75 shares 75 $75.9K 0.02% +66 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: 207 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 757 shares; 2025Q3: 812 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 455 shares 455 $75.5K 0.02% +2 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: 378 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 391 shares; 2025Q3: 1,716 shares; 2025Q4: 509 shares; 2026Q1: 756 shares; 2026Q2: 763 shares 763 $73.8K 0.02% +7 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: 3,323 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,446 shares; 2025Q4: 2,107 shares; 2026Q1: 2,115 shares; 2026Q2: 1,181 shares 1,181 $71.8K 0.02% -934 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 815 shares; 2026Q2: 816 shares 816 $71.1K 0.02% +1 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $71K 0.02% 0 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: 1,196 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 847 shares; 2026Q1: 852 shares; 2026Q2: 858 shares 858 $70.5K 0.02% +6 Timeline FID 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: 3,281 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,204 shares; 2025Q3: 3,230 shares; 2025Q4: 3,242 shares; 2026Q1: 3,263 shares; 2026Q2: 3,155 shares 3,155 $67.7K 0.02% -108 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,044 shares; 2025Q3: 1,055 shares; 2025Q4: 1,066 shares; 2026Q1: 1,076 shares; 2026Q2: 2,202 shares 2,202 $66.5K 0.02% +1,126 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 925 shares; 2025Q3: 904 shares; 2025Q4: 735 shares; 2026Q1: 535 shares; 2026Q2: 536 shares 536 $62.6K 0.02% +1 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $62.1K 0.02% new Timeline FMAR 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: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $61.9K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 273 shares 273 $61.2K 0.02% +2 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 276 shares 276 $61K 0.02% new Timeline QYLD 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: 3,907 shares; 2024Q4: 3,906 shares; 2025Q1: 3,906 shares; 2025Q2: 3,532 shares; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares; 2026Q1: 3,253 shares; 2026Q2: 3,253 shares 3,253 $60K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 532 shares 532 $58.9K 0.02% +4 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,514 shares; 2025Q1: 2,514 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $58.8K 0.02% 0 Timeline XAR 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 214 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $58.5K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 339 shares; 2025Q3: 605 shares; 2025Q4: 505 shares; 2026Q1: 507 shares; 2026Q2: 440 shares 440 $58K 0.02% -67 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,840 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 2,029 shares; 2025Q3: 2,725 shares; 2025Q4: 2,686 shares; 2026Q1: 2,693 shares; 2026Q2: 2,255 shares 2,255 $57.6K 0.02% -438 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 569 shares; 2025Q3: 570 shares; 2025Q4: 573 shares; 2026Q1: 577 shares; 2026Q2: 580 shares 580 $57.1K 0.02% +3 Timeline IXN 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: 387 shares; 2026Q2: 387 shares 387 $56K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 574 shares; 2026Q1: 573 shares; 2026Q2: 579 shares 579 $55.4K 0.02% +6 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: 426 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 285 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 255 shares; 2026Q2: 251 shares 251 $55.2K 0.02% -4 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 1,681 shares; 2025Q3: 1,776 shares; 2025Q4: 1,650 shares; 2026Q1: 1,059 shares; 2026Q2: 1,096 shares 1,096 $53.1K 0.01% +37 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: 1,002 shares; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 939 shares; 2025Q3: 944 shares; 2025Q4: 901 shares; 2026Q1: 176 shares; 2026Q2: 127 shares 127 $53K 0.01% -49 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: 1,670 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 673 shares; 2025Q3: 676 shares; 2025Q4: 679 shares; 2026Q1: 682 shares; 2026Q2: 685 shares 685 $52K 0.01% +3 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,157 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,073 shares; 2025Q3: 1,085 shares; 2025Q4: 1,097 shares; 2026Q1: 1,111 shares; 2026Q2: 1,124 shares 1,124 $51.1K 0.01% +13 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,636 shares; 2024Q4: 17,637 shares; 2025Q1: 17,637 shares; 2025Q2: 12,550 shares; 2025Q3: 13,255 shares; 2025Q4: 16,276 shares; 2026Q1: 23,714 shares; 2026Q2: 1,188 shares 1,188 $50.7K 0.01% -22,526 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 923 shares; 2026Q2: 932 shares 932 $50.5K 0.01% +9 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: 900 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 907 shares; 2025Q4: 909 shares; 2026Q1: 914 shares; 2026Q2: 920 shares 920 $50.5K 0.01% +6 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: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $50.5K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $50.4K 0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $50.1K 0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 405 shares; 2025Q3: 1,121 shares; 2025Q4: 1,122 shares; 2026Q1: 1,131 shares; 2026Q2: 1,141 shares 1,141 $49.6K 0.01% +10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 375 shares 375 $49K 0.01% +2 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: 821 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 649 shares; 2025Q3: 650 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 654 shares 654 $49K 0.01% +2 Timeline EUFN 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: 1,211 shares; 2026Q2: 1,246 shares 1,246 $48.6K 0.01% +35 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $48.3K 0.01% 0 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: 2,372 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,308 shares; 2025Q3: 1,510 shares; 2025Q4: 1,420 shares; 2026Q1: 1,372 shares; 2026Q2: 1,383 shares 1,383 $48.1K 0.01% +11 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,057 shares; 2025Q3: 2,070 shares; 2025Q4: 2,087 shares; 2026Q1: 2,100 shares; 2026Q2: 2,124 shares 2,124 $48.1K 0.01% +24 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 8,914 shares; 2025Q3: 9,078 shares; 2025Q4: 12,722 shares; 2026Q1: 16,611 shares; 2026Q2: 384 shares 384 $47.3K 0.01% -16,227 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: 210 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 103 shares 103 $46.8K 0.01% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 276 shares; 2025Q3: 257 shares; 2025Q4: 388 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336 $46.2K 0.01% +1 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: 1,109 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $46.1K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 47 shares; 2026Q1: 31 shares; 2026Q2: 38 shares 38 $45.5K 0.01% +7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 822 shares; 2025Q3: 832 shares; 2025Q4: 844 shares; 2026Q1: 851 shares; 2026Q2: 860 shares 860 $45.1K 0.01% +9 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,189 shares; 2025Q1: 2,189 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $44.9K 0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $44.4K 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: 36,233 shares; 2024Q4: 29,726 shares; 2025Q1: 29,726 shares; 2025Q2: 1,819 shares; 2025Q3: 1,825 shares; 2025Q4: 1,732 shares; 2026Q1: 1,740 shares; 2026Q2: 1,767 shares 1,767 $43.4K 0.01% +27 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: 115 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $42.3K 0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 2,000 shares 2,000 $42.1K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares; 2026Q2: 503 shares 503 $41.7K 0.01% +114 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: 1,368 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,342 shares; 2025Q3: 1,347 shares; 2025Q4: 1,352 shares; 2026Q1: 1,354 shares; 2026Q2: 1,358 shares 1,358 $41.4K 0.01% +4 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 73 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $39K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $38.7K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $38.1K 0.01% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,157 shares; 2025Q3: 2,171 shares; 2025Q4: 2,150 shares; 2026Q1: 2,158 shares; 2026Q2: 2,030 shares 2,030 $37.7K 0.01% -128 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: 720 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 724 shares; 2025Q3: 725 shares; 2025Q4: 629 shares; 2026Q1: 639 shares; 2026Q2: 642 shares 642 $37.2K 0.01% +3 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: 305 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 309 shares; 2025Q3: 311 shares; 2025Q4: 313 shares; 2026Q1: 314 shares; 2026Q2: 316 shares 316 $37.1K 0.01% +2 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $37.1K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $37K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 335 shares; 2025Q3: 336 shares; 2025Q4: 338 shares; 2026Q1: 341 shares; 2026Q2: 342 shares 342 $37K 0.01% +1 Timeline EMLP 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: 899 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 873 shares; 2025Q3: 876 shares; 2025Q4: 879 shares; 2026Q1: 882 shares; 2026Q2: 850 shares 850 $37K 0.01% -32 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: not reported; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 308 shares; 2026Q1: 310 shares; 2026Q2: 311 shares 311 $36.9K 0.01% +1 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: 214 shares 214 $36.6K 0.01% new Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $35.9K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 99 shares 99 $35.4K 0.01% +23 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: 436 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 419 shares; 2025Q3: 450 shares; 2025Q4: 459 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $35K 0.01% 0 Timeline DIVO 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: not reported; 2026Q1: not reported; 2026Q2: 761 shares 761 $34.8K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 214 shares 214 $34.8K 0.01% +101 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 385 shares 385 $34.2K 0.01% -96 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,281 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 455 shares; 2025Q3: 459 shares; 2025Q4: 471 shares; 2026Q1: 467 shares; 2026Q2: 474 shares 474 $34.1K 0.01% +7 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares; 2026Q2: 442 shares 442 $33.9K 0.01% -24 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 138 shares 138 $33.4K 0.01% +1 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 313 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 315 shares; 2026Q2: 316 shares 316 $33K 0.01% +1 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: 558 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 544 shares; 2025Q3: 551 shares; 2025Q4: 557 shares; 2026Q1: 563 shares; 2026Q2: 569 shares 569 $32.8K 0.01% +6 Timeline BANK OF AMER CORP 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $32.6K 0.01% 0 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,339 shares; 2025Q3: 1,342 shares; 2025Q4: 1,346 shares; 2026Q1: 1,350 shares; 2026Q2: 1,354 shares 1,354 $32.6K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 347 shares 347 $32.4K 0.01% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 674 shares; 2026Q2: 676 shares 676 $32.1K 0.01% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 64 shares 64 $31.7K 0.01% +1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 405 shares; 2025Q3: 409 shares; 2025Q4: 412 shares; 2026Q1: 418 shares; 2026Q2: 423 shares 423 $31.5K 0.01% +5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,644 shares; 2024Q4: 21,203 shares; 2025Q1: 21,203 shares; 2025Q2: 617 shares; 2025Q3: 659 shares; 2025Q4: 666 shares; 2026Q1: 558 shares; 2026Q2: 333 shares 333 $31.5K 0.01% -225 Timeline XTN 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: 286 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $30.6K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $30.2K 0.01% new Timeline KNG 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: 995 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 885 shares; 2025Q3: 891 shares; 2025Q4: 772 shares; 2026Q1: 688 shares; 2026Q2: 593 shares 593 $30K 0.01% -95 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $29.9K 0.01% 0 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 261 shares 261 $29.8K 0.01% +1 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 1,009 shares 1,009 $29.6K 0.01% +1,009 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 429 shares 429 $29.5K 0.01% +7 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: 60 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 61 shares 61 $29.3K 0.01% +1 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares; 2026Q2: 576 shares 576 $28.3K 0.01% +8 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $28.3K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $27.8K 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: 209 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 213 shares; 2025Q3: 244 shares; 2025Q4: 220 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $27.4K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $26.3K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $25.9K 0.01% 0 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $25.2K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 282 shares 282 $25K 0.01% +3 Timeline FDCF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $25K 0.01% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $24.9K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $24.8K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,378 shares; 2025Q3: 1,450 shares; 2025Q4: 1,506 shares; 2026Q1: 172 shares; 2026Q2: 257 shares 257 $24.7K 0.01% +85 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $24.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $24.5K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 106 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $24.4K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 381 shares; 2025Q3: 384 shares; 2025Q4: 388 shares; 2026Q1: 390 shares; 2026Q2: 392 shares 392 $24.4K 0.01% +2 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 1,739 shares 1,739 $24.2K 0.01% +1,590 Timeline IXJ 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: 242 shares; 2026Q2: 244 shares 244 $24K 0.01% +2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 209 shares; 2025Q3: 211 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 217 shares 217 $23.9K 0.01% +4 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: 87 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $23.8K 0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $23.2K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 432 shares 432 $22.6K 0.01% +432 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $22.4K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 813 shares; 2025Q3: 907 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 840 shares 840 $22.4K 0.01% -36 Timeline IYF 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: 175 shares; 2026Q2: 175 shares 175 $22.4K 0.01% 0 Timeline PTH 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $22.4K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 240 shares; 2025Q3: 298 shares; 2025Q4: 294 shares; 2026Q1: 276 shares; 2026Q2: 232 shares 232 $22.2K 0.01% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 639 shares; 2026Q2: 310 shares 310 $22.1K 0.01% -329 Timeline CHWY CHEWY INC More: the full row for CHEWY 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 $21.6K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $20.5K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 122 shares 122 $20.2K 0.01% +100 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 809 shares; 2025Q3: 765 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 504 shares 504 $19.9K 0.01% -225 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: 2,944 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,566 shares; 2025Q3: 634 shares; 2025Q4: 689 shares; 2026Q1: 114 shares; 2026Q2: 97 shares 97 $19.9K 0.01% -17 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 169 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 173 shares; 2026Q2: 175 shares 175 $19.7K 0.01% +2 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: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 531 shares 531 $19.6K 0.01% new 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: 39 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 92 shares 92 $19.4K 0.01% +1 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: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $19.2K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $19K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: 183 shares 183 $18.9K 0.01% new Timeline IAI 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: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $18.8K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $18.8K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 1,473 shares 1,473 $18.8K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $18.7K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $18.3K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $18.2K <0.01% 0 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: 450 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 535 shares; 2025Q3: 537 shares; 2025Q4: 418 shares; 2026Q1: 291 shares; 2026Q2: 81 shares 81 $18.2K <0.01% -210 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $18K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 124 shares; 2026Q1: 600 shares; 2026Q2: 298 shares 298 $17.8K <0.01% -302 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $17.5K <0.01% 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 99 shares; 2025Q4: 106 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $16.9K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $16.5K <0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $16.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 50 shares; 2026Q2: 55 shares 55 $16.1K <0.01% +5 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 543 shares 543 $16.1K <0.01% +543 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $15.5K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $15.2K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 91 shares; 2025Q3: 307 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 118 shares 118 $15.2K <0.01% +39 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 91 shares 91 $15K <0.01% +1 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: 1,659 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 429 shares; 2025Q4: 501 shares; 2026Q1: 428 shares; 2026Q2: 252 shares 252 $14.9K <0.01% -176 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: 116 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 160 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $14.6K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 35 shares 35 $14.6K <0.01% +1 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $14.6K <0.01% new 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $14.3K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 185 shares; 2026Q2: 189 shares 189 $14.2K <0.01% +4 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: 993 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,112 shares; 2025Q3: 1,154 shares; 2025Q4: 1,195 shares; 2026Q1: 1,234 shares; 2026Q2: 1,277 shares 1,277 $13.9K <0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 75 shares 75 $13.4K <0.01% +72 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 1,000 shares; 2026Q1: 1,002 shares; 2026Q2: 1,005 shares 1,005 $13.3K <0.01% +3 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: 309 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 316 shares; 2025Q3: 319 shares; 2025Q4: 321 shares; 2026Q1: 324 shares; 2026Q2: 326 shares 326 $13.2K <0.01% +2 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 606 shares; 2025Q4: 479 shares; 2026Q1: 480 shares; 2026Q2: 339 shares 339 $13K <0.01% -141 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $13K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 50 shares; 2025Q3: 115 shares; 2025Q4: 40 shares; 2026Q1: 65 shares; 2026Q2: 88 shares 88 $12.9K <0.01% +23 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: 67 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 216 shares; 2026Q1: 207 shares; 2026Q2: 208 shares 208 $12.6K <0.01% +1 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: 134,898 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 691 shares; 2025Q3: 694 shares; 2025Q4: 681 shares; 2026Q1: 263 shares; 2026Q2: 265 shares 265 $12.6K <0.01% +2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 252 shares; 2026Q1: 256 shares; 2026Q2: 260 shares 260 $12.4K <0.01% +4 Timeline CLIP 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: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 120 shares 120 $12.1K <0.01% +1 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 234 shares 234 $12K <0.01% +1 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $11.9K <0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 746 shares; 2025Q3: 800 shares; 2025Q4: 903 shares; 2026Q1: 1,148 shares; 2026Q2: 94 shares 94 $11.7K <0.01% -1,054 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 360 shares 360 $11.5K <0.01% +155 Timeline EXI 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: 56 shares; 2026Q2: 56 shares 56 $11.3K <0.01% 0 Timeline IVOO 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: 1,045 shares; 2025Q4: 85 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $11.2K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 9 shares; 2026Q1: 163 shares; 2026Q2: 114 shares 114 $11K <0.01% -49 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 222 shares; 2025Q3: 225 shares; 2025Q4: 229 shares; 2026Q1: 231 shares; 2026Q2: 234 shares 234 $10.7K <0.01% +3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $10.7K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,643 shares; 2024Q4: 11,496 shares; 2025Q1: 11,496 shares; 2025Q2: 10,131 shares; 2025Q3: 265 shares; 2025Q4: 206 shares; 2026Q1: 162 shares; 2026Q2: 76 shares 76 $10.5K <0.01% -86 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 239 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 244 shares; 2026Q2: 245 shares 245 $10.4K <0.01% +1 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $10.3K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 3,044 shares; 2025Q1: 3,044 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares; 2026Q2: 1,693 shares 1,693 $9.72K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $9.59K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 87 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 86 shares; 2026Q2: 87 shares 87 $9.52K <0.01% +1 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $9.5K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 132 shares; 2025Q3: 123 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 71 shares 71 $9.4K <0.01% -43 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 152 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $9.3K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES 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: 145 shares; 2026Q2: 147 shares 147 $9.28K <0.01% +2 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $9.26K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 391 shares 391 $9.24K <0.01% +262 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 408 shares; 2025Q3: 411 shares; 2025Q4: 413 shares; 2026Q1: 108 shares; 2026Q2: 109 shares 109 $9.12K <0.01% +1 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: 108 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 108 shares 108 $8.97K <0.01% +1 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: 200 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $8.89K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 220 shares; 2025Q3: 420 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 1,855 shares 1,855 $8.77K <0.01% +1,500 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $8.67K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 29 shares 29 $8.67K <0.01% +1 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 112 shares; 2026Q2: 113 shares 113 $8.65K <0.01% +1 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $8.65K <0.01% 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: 1,449 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 35 shares; 2026Q2: 36 shares 36 $8.59K <0.01% +1 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: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $8.55K <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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $8.42K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $8.34K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 1,657 shares; 2026Q2: 1,657 shares 1,657 $8.27K <0.01% 0 Timeline DTCR 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: 569 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 689 shares; 2025Q3: 572 shares; 2025Q4: 692 shares; 2026Q1: 421 shares; 2026Q2: 271 shares 271 $8.26K <0.01% -150 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 107 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.24K <0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $8.11K <0.01% 0 Timeline FSIG 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: 44,771 shares; 2024Q4: 39,681 shares; 2025Q1: 39,681 shares; 2025Q2: 35,474 shares; 2025Q3: 34,586 shares; 2025Q4: 35,865 shares; 2026Q1: 819 shares; 2026Q2: 419 shares 419 $7.91K <0.01% -400 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,628 shares; 2026Q1: 1,655 shares; 2026Q2: 1,685 shares 1,685 $7.79K <0.01% +30 Timeline IFLN 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: 156,473 shares; 2024Q4: 213,858 shares; 2025Q1: 213,858 shares; 2025Q2: 744 shares; 2025Q3: 679 shares; 2025Q4: 567 shares; 2026Q1: 415 shares; 2026Q2: 421 shares 421 $7.7K <0.01% +6 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 65 shares 65 $7.6K <0.01% +1 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: not reported; 2026Q2: 110 shares 110 $7.31K <0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $7.11K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 187 shares; 2025Q3: 288 shares; 2025Q4: 190 shares; 2026Q1: 241 shares; 2026Q2: 90 shares 90 $7.05K <0.01% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $6.93K <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $6.78K <0.01% 0 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: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $6.75K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 16 shares 16 $6.57K <0.01% +1 Timeline MVAL 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: 172 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $6.46K <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: 160 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $6.43K <0.01% 0 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: 6,161 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 28 shares; 2026Q2: 19 shares 19 $6.38K <0.01% -9 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $6.32K <0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $6.32K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $6.27K <0.01% new 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: 217 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $6.25K <0.01% 0 Timeline LMTL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $6.17K <0.01% new 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: 8,067 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 8,098 shares; 2025Q3: 8,449 shares; 2025Q4: 172 shares; 2026Q1: 157 shares; 2026Q2: 125 shares 125 $6.17K <0.01% -32 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD 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 $6.15K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 29 shares 29 $5.88K <0.01% +1 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $5.83K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 117 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $5.64K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 20 shares 20 $5.6K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68 shares 68 $5.56K <0.01% new Timeline IGF 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: 81 shares; 2026Q1: 81 shares; 2026Q2: 82 shares 82 $5.49K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: not reported; 2026Q2: 10 shares 10 $5.47K <0.01% new Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $5.47K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $5.42K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 89 shares; 2025Q3: 97 shares; 2025Q4: 67 shares; 2026Q1: 61 shares; 2026Q2: 51 shares 51 $5.38K <0.01% -10 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE 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: 3,000 shares 3,000 $5.22K <0.01% new Timeline NXTG 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: 109 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 95 shares; 2025Q3: 70 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 33 shares 33 $5.18K <0.01% -29 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203 shares 203 $5.13K <0.01% new 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: 535 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $5.05K <0.01% 0 Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $5.03K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 695 shares; 2025Q4: 96 shares; 2026Q1: 97 shares; 2026Q2: 98 shares 98 $4.9K <0.01% +1 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $4.85K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 142 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 145 shares; 2026Q2: 149 shares 149 $4.69K <0.01% +4 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $4.66K <0.01% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 83 shares; 2026Q2: 84 shares 84 $4.5K <0.01% +1 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 900 shares 900 $4.4K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $4.38K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $4.34K <0.01% 0 Timeline SKYY 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: 103 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 67 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 32 shares 32 $4.3K <0.01% -28 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: 4 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $4.23K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $4.22K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 9 shares 9 $4.21K <0.01% +1 Timeline SNSR 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: 261 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 226 shares; 2025Q3: 177 shares; 2025Q4: 153 shares; 2026Q1: 154 shares; 2026Q2: 83 shares 83 $4.16K <0.01% -71 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; 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: 283 shares; 2026Q2: 185 shares 185 $4.13K <0.01% -98 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 535 shares; 2025Q3: 568 shares; 2025Q4: 625 shares; 2026Q1: 13 shares; 2026Q2: 11 shares 11 $4.07K <0.01% -2 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $4.04K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 104 shares; 2026Q1: 97 shares; 2026Q2: 98 shares 98 $4.04K <0.01% +1 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $3.96K <0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $3.91K <0.01% 0 Timeline BUG 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: 329 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 279 shares; 2025Q3: 218 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 102 shares 102 $3.9K <0.01% -89 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; 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: 49 shares; 2026Q1: 49 shares; 2026Q2: 50 shares 50 $3.89K <0.01% +1 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: 332 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 245 shares; 2025Q3: 247 shares; 2025Q4: 210 shares; 2026Q1: 54 shares; 2026Q2: 60 shares 60 $3.85K <0.01% +6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 47 shares; 2026Q2: 49 shares 49 $3.81K <0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $3.8K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $3.8K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $3.76K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $3.73K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 17 shares 17 $3.72K <0.01% +1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 344 shares; 2025Q3: 370 shares; 2025Q4: 410 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.69K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 38 shares; 2026Q1: 21 shares; 2026Q2: 22 shares 22 $3.69K <0.01% +1 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 92 shares; 2026Q2: 94 shares 94 $3.6K <0.01% +2 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $3.54K <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: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 22 shares 22 $3.52K <0.01% +1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $3.48K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 39 shares; 2025Q3: 33 shares; 2025Q4: 34 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.43K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.34K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 10 shares 10 $3.31K <0.01% -78 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: 188 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 76 shares 76 $3.29K <0.01% +1 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $3.16K <0.01% 0 Timeline FIW 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: 90 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 59 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 28 shares 28 $3.1K <0.01% -24 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,444 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 61 shares; 2025Q3: 87 shares; 2025Q4: 50 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $3.05K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $3.05K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 35 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $3.01K <0.01% 0 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: 616 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 1 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $2.96K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.94K <0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 58 shares 58 $2.93K <0.01% -2 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $2.84K <0.01% 0 Timeline FAPR 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: 2,731 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $2.8K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 21 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $2.78K <0.01% 0 Timeline EWU 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: 103 shares; 2026Q2: 60 shares 60 $2.77K <0.01% -43 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $2.76K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.72K <0.01% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $2.72K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 47 shares 47 $2.66K <0.01% -7 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 9 shares 9 $2.66K <0.01% +1 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $2.59K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $2.56K <0.01% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS 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: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $2.52K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 150 shares 150 $2.51K <0.01% +1 Timeline