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: 71,245 shares; 2024Q4: 82,897 shares; 2025Q1: 84,958 shares; 2025Q2: 109,122 shares; 2025Q3: 123,777 shares; 2025Q4: 119,887 shares; 2026Q1: 106,274 shares; 2026Q2: 97,277 shares 97,277 $66.9M 13.68% -8,997 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: 131,960 shares; 2024Q4: 153,876 shares; 2025Q1: 157,847 shares; 2025Q2: 449,134 shares; 2025Q3: 586,647 shares; 2025Q4: 651,491 shares; 2026Q1: 728,621 shares; 2026Q2: 728,761 shares 728,761 $61M 12.47% +140 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174,115 shares; 2026Q2: 2,221,653 shares 2,221,653 $51.4M 10.52% +47,538 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: 36,532 shares; 2024Q4: 57,918 shares; 2025Q1: 85,059 shares; 2025Q2: 253,624 shares; 2025Q3: 384,458 shares; 2025Q4: 376,980 shares; 2026Q1: 564,778 shares; 2026Q2: 782,279 shares 782,279 $21.3M 4.35% +217,501 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,417 shares; 2024Q4: 11,394 shares; 2025Q1: 38,983 shares; 2025Q2: 78,252 shares; 2025Q3: 50,813 shares; 2025Q4: 57,382 shares; 2026Q1: 63,623 shares; 2026Q2: 65,265 shares 65,265 $19.8M 4.04% +1,642 Timeline PCEB FUNDVANTAGE TR More: the full row for FUNDVANTAGE 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: 652,856 shares 652,856 $16M 3.27% new 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: 11,750 shares; 2024Q4: 12,064 shares; 2025Q1: 11,933 shares; 2025Q2: 35,577 shares; 2025Q3: 35,885 shares; 2025Q4: 36,382 shares; 2026Q1: 36,196 shares; 2026Q2: 36,535 shares 36,535 $13.5M 2.76% +339 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: 26,301 shares; 2024Q4: 30,773 shares; 2025Q1: 27,014 shares; 2025Q2: 26,310 shares; 2025Q3: 27,740 shares; 2025Q4: 30,784 shares; 2026Q1: 42,020 shares; 2026Q2: 42,563 shares 42,563 $12.3M 2.52% +543 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,672 shares; 2025Q4: 75,052 shares; 2026Q1: 111,150 shares; 2026Q2: 116,420 shares 116,420 $11.2M 2.28% +5,270 Timeline CIBR 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: 51,548 shares; 2024Q4: 59,604 shares; 2025Q1: 67,390 shares; 2025Q2: 79,217 shares; 2025Q3: 94,997 shares; 2025Q4: 103,229 shares; 2026Q1: 117,655 shares; 2026Q2: 118,022 shares 118,022 $10.6M 2.18% +367 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 190 shares; 2026Q1: 39,536 shares; 2026Q2: 50,901 shares 50,901 $7.73M 1.58% +11,365 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: 377 shares; 2024Q4: 783 shares; 2025Q1: 1,709 shares; 2025Q2: 5,414 shares; 2025Q3: 5,294 shares; 2025Q4: 6,202 shares; 2026Q1: 9,565 shares; 2026Q2: 9,229 shares 9,229 $6.91M 1.41% -336 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 4,207 shares; 2025Q1: 3,712 shares; 2025Q2: 5,029 shares; 2025Q3: 4,943 shares; 2025Q4: 18,629 shares; 2026Q1: 90,250 shares; 2026Q2: 117,399 shares 117,399 $6.72M 1.37% +27,149 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: 289 shares; 2024Q4: 462 shares; 2025Q1: 457 shares; 2025Q2: 9,086 shares; 2025Q3: 9,087 shares; 2025Q4: 90,909 shares; 2026Q1: 90,971 shares; 2026Q2: 90,631 shares 90,631 $6.47M 1.32% -340 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,317 shares; 2024Q4: 119,199 shares; 2025Q1: 101,912 shares; 2025Q2: 89,751 shares; 2025Q3: 65,344 shares; 2025Q4: 58,475 shares; 2026Q1: 52,521 shares; 2026Q2: 44,668 shares 44,668 $6.36M 1.3% -7,853 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: 10,816 shares; 2024Q4: 12,654 shares; 2025Q1: 14,191 shares; 2025Q2: 14,973 shares; 2025Q3: 15,631 shares; 2025Q4: 15,620 shares; 2026Q1: 16,617 shares; 2026Q2: 16,439 shares 16,439 $5.81M 1.19% -178 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: 108,654 shares; 2024Q4: 143,308 shares; 2025Q1: 236,760 shares; 2025Q2: 370,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,749 shares; 2026Q2: 78,285 shares 78,285 $5.74M 1.17% -12,464 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: 26,457 shares; 2024Q4: 29,299 shares; 2025Q1: 25,035 shares; 2025Q2: 23,995 shares; 2025Q3: 22,958 shares; 2025Q4: 24,371 shares; 2026Q1: 26,693 shares; 2026Q2: 27,720 shares 27,720 $5.55M 1.13% +1,027 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 1,274 shares; 2025Q4: 2,385 shares; 2026Q1: 3,948 shares; 2026Q2: 27,197 shares 27,197 $5.48M 1.12% +23,249 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,544 shares; 2024Q4: 19,194 shares; 2025Q1: 20,018 shares; 2025Q2: 28,200 shares; 2025Q3: 23,745 shares; 2025Q4: 23,592 shares; 2026Q1: 35,637 shares; 2026Q2: 25,386 shares 25,386 $4.85M 0.99% -10,251 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 150 shares; 2025Q2: 40,654 shares; 2025Q3: 40,639 shares; 2025Q4: 40,619 shares; 2026Q1: 40,619 shares; 2026Q2: 40,619 shares 40,619 $4.64M 0.95% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,252 shares; 2024Q4: 32,244 shares; 2025Q1: 31,881 shares; 2025Q2: 31,874 shares; 2025Q3: 32,284 shares; 2025Q4: 76,530 shares; 2026Q1: 77,006 shares; 2026Q2: 76,896 shares 76,896 $4.38M 0.9% -110 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: 6,770 shares; 2024Q4: 10,041 shares; 2025Q1: 8,170 shares; 2025Q2: 8,454 shares; 2025Q3: 9,984 shares; 2025Q4: 10,505 shares; 2026Q1: 10,619 shares; 2026Q2: 11,255 shares 11,255 $4.2M 0.86% +636 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 3,472 shares; 2025Q1: 3,308 shares; 2025Q2: 27,293 shares; 2025Q3: 27,071 shares; 2025Q4: 26,839 shares; 2026Q1: 28,468 shares; 2026Q2: 28,156 shares 28,156 $4.18M 0.85% -312 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,134 shares; 2024Q4: 41,114 shares; 2025Q1: 37,631 shares; 2025Q2: 40,477 shares; 2025Q3: 36,398 shares; 2025Q4: 35,973 shares; 2026Q1: 37,145 shares; 2026Q2: 39,555 shares 39,555 $4.07M 0.83% +2,410 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: 99,179 shares; 2024Q4: 128,360 shares; 2025Q1: 120,787 shares; 2025Q2: 112,283 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,393 shares; 2026Q2: 43,685 shares 43,685 $4.02M 0.82% -4,708 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: 6,393 shares; 2024Q4: 8,474 shares; 2025Q1: 6,950 shares; 2025Q2: 8,036 shares; 2025Q3: 6,227 shares; 2025Q4: 5,933 shares; 2026Q1: 5,697 shares; 2026Q2: 5,285 shares 5,285 $3.95M 0.81% -412 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: 6,185 shares; 2024Q4: 7,587 shares; 2025Q1: 8,131 shares; 2025Q2: 8,234 shares; 2025Q3: 8,328 shares; 2025Q4: 8,277 shares; 2026Q1: 8,712 shares; 2026Q2: 9,791 shares 9,791 $3.5M 0.72% +1,079 Timeline EWZ 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: 9,236 shares; 2026Q2: 93,751 shares 93,751 $3.25M 0.67% +84,515 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,323 shares; 2024Q4: 104,112 shares; 2025Q1: 104,540 shares; 2025Q2: 106,182 shares; 2025Q3: 108,169 shares; 2025Q4: 99,280 shares; 2026Q1: 111,003 shares; 2026Q2: 113,506 shares 113,506 $2.73M 0.56% +2,503 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 113 shares; 2025Q1: 318 shares; 2025Q2: 1,435 shares; 2025Q3: 1,358 shares; 2025Q4: 1,590 shares; 2026Q1: 2,745 shares; 2026Q2: 21,752 shares 21,752 $2.6M 0.53% +19,007 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: 8,365 shares; 2025Q3: 12,285 shares; 2025Q4: 11,325 shares; 2026Q1: 5,924 shares; 2026Q2: 23,808 shares 23,808 $2.4M 0.49% +17,884 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: 6,281 shares; 2024Q4: 8,858 shares; 2025Q1: 6,674 shares; 2025Q2: 7,113 shares; 2025Q3: 6,515 shares; 2025Q4: 9,305 shares; 2026Q1: 8,532 shares; 2026Q2: 9,178 shares 9,178 $2.19M 0.45% +646 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 9,070 shares; 2025Q1: 10,720 shares; 2025Q2: 14,899 shares; 2025Q3: 15,780 shares; 2025Q4: 15,755 shares; 2026Q1: 18,501 shares; 2026Q2: 21,320 shares 21,320 $2.06M 0.42% +2,819 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: 4,272 shares; 2024Q4: 994 shares; 2025Q1: 3,600 shares; 2025Q2: 5,391 shares; 2025Q3: 3,698 shares; 2025Q4: 3,723 shares; 2026Q1: 3,768 shares; 2026Q2: 3,927 shares 3,927 $2.02M 0.41% +159 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,467 shares; 2024Q4: 6,800 shares; 2025Q1: 5,661 shares; 2025Q2: 4,746 shares; 2025Q3: 4,476 shares; 2025Q4: 4,402 shares; 2026Q1: 4,327 shares; 2026Q2: 4,278 shares 4,278 $1.82M 0.37% -49 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: 1,646 shares; 2024Q4: 1,707 shares; 2025Q1: 1,665 shares; 2025Q2: 1,664 shares; 2025Q3: 6,145 shares; 2025Q4: 6,067 shares; 2026Q1: 6,069 shares; 2026Q2: 6,097 shares 6,097 $1.82M 0.37% +28 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,283 shares; 2025Q2: 31,331 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,837 shares; 2026Q2: 33,551 shares 33,551 $1.7M 0.35% -15,286 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: 1,705 shares; 2024Q4: 2,341 shares; 2025Q1: 1,963 shares; 2025Q2: 1,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares; 2026Q2: 34,380 shares 34,380 $1.67M 0.34% +33,629 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 2,736 shares; 2025Q1: 1,692 shares; 2025Q2: 1,795 shares; 2025Q3: 1,777 shares; 2025Q4: 1,975 shares; 2026Q1: 2,308 shares; 2026Q2: 1,948 shares 1,948 $1.43M 0.29% -360 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: 3,978 shares; 2024Q4: 3,864 shares; 2025Q1: 4,220 shares; 2025Q2: 4,305 shares; 2025Q3: 4,128 shares; 2025Q4: 4,082 shares; 2026Q1: 3,762 shares; 2026Q2: 3,970 shares 3,970 $1.36M 0.28% +208 Timeline VNQI 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: 1,898 shares; 2025Q2: 50,939 shares; 2025Q3: 55,241 shares; 2025Q4: 66,314 shares; 2026Q1: 67,130 shares; 2026Q2: 29,505 shares 29,505 $1.32M 0.27% -37,625 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: 962 shares; 2025Q1: 923 shares; 2025Q2: 964 shares; 2025Q3: 965 shares; 2025Q4: 3,089 shares; 2026Q1: 14,497 shares; 2026Q2: 23,682 shares 23,682 $1.26M 0.26% +9,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 367 shares; 2026Q1: 17,528 shares; 2026Q2: 16,679 shares 16,679 $1.25M 0.26% -849 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: 2,486 shares; 2024Q4: 2,471 shares; 2025Q1: 2,486 shares; 2025Q2: 2,918 shares; 2025Q3: 2,870 shares; 2025Q4: 2,648 shares; 2026Q1: 3,244 shares; 2026Q2: 3,320 shares 3,320 $1.22M 0.25% +76 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,067 shares; 2026Q2: 22,827 shares 22,827 $1.22M 0.25% -8,240 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: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 641 shares; 2025Q3: 640 shares; 2025Q4: 7,542 shares; 2026Q1: 7,500 shares; 2026Q2: 7,525 shares 7,525 $1.18M 0.24% +25 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: 1,884 shares; 2024Q4: 1,898 shares; 2025Q1: 2,056 shares; 2025Q2: 1,909 shares; 2025Q3: 1,899 shares; 2025Q4: 1,958 shares; 2026Q1: 2,082 shares; 2026Q2: 2,398 shares 2,398 $1.15M 0.23% +316 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: 219 shares; 2025Q1: 371 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 122 shares; 2026Q1: 2,625 shares; 2026Q2: 2,619 shares 2,619 $1.14M 0.23% -6 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 358 shares; 2026Q1: 2,601 shares; 2026Q2: 6,914 shares 6,914 $1.13M 0.23% +4,313 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: 396 shares; 2024Q4: 715 shares; 2025Q1: 396 shares; 2025Q2: 451 shares; 2025Q3: 3,682 shares; 2025Q4: 9,050 shares; 2026Q1: 17,264 shares; 2026Q2: 14,835 shares 14,835 $1.06M 0.22% -2,429 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: 710 shares; 2024Q4: 881 shares; 2025Q1: 545 shares; 2025Q2: 3,727 shares; 2025Q3: 3,874 shares; 2025Q4: 3,898 shares; 2026Q1: 3,874 shares; 2026Q2: 4,061 shares 4,061 $1.02M 0.21% +187 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: 392 shares; 2024Q4: 496 shares; 2025Q1: 578 shares; 2025Q2: 1,583 shares; 2025Q3: 1,593 shares; 2025Q4: 1,892 shares; 2026Q1: 1,905 shares; 2026Q2: 1,931 shares 1,931 $966K 0.2% +26 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: 3,142 shares; 2024Q4: 3,250 shares; 2025Q1: 3,052 shares; 2025Q2: 3,300 shares; 2025Q3: 3,551 shares; 2025Q4: 3,568 shares; 2026Q1: 3,559 shares; 2026Q2: 3,664 shares 3,664 $931K 0.19% +105 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: 1,532 shares; 2024Q4: 2,525 shares; 2025Q1: 1,698 shares; 2025Q2: 1,626 shares; 2025Q3: 1,618 shares; 2025Q4: 1,644 shares; 2026Q1: 1,627 shares; 2026Q2: 1,647 shares 1,647 $928K 0.19% +20 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,226 shares; 2024Q4: 13,985 shares; 2025Q1: 7,176 shares; 2025Q2: 7,076 shares; 2025Q3: 7,056 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares; 2026Q2: 7,056 shares 7,056 $899K 0.18% 0 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: 643 shares; 2024Q4: 582 shares; 2025Q1: 574 shares; 2025Q2: 582 shares; 2025Q3: 480 shares; 2025Q4: 542 shares; 2026Q1: 677 shares; 2026Q2: 730 shares 730 $877K 0.18% +53 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: 31 shares; 2024Q4: 24 shares; 2025Q1: 20 shares; 2025Q2: 15 shares; 2025Q3: 16 shares; 2025Q4: 17 shares; 2026Q1: 288 shares; 2026Q2: 2,878 shares 2,878 $869K 0.18% +2,590 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: 597 shares; 2024Q4: 735 shares; 2025Q1: 624 shares; 2025Q2: 1,332 shares; 2025Q3: 1,459 shares; 2025Q4: 1,824 shares; 2026Q1: 5,006 shares; 2026Q2: 2,617 shares 2,617 $857K 0.18% -2,389 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: 26,607 shares; 2026Q2: 18,264 shares 18,264 $843K 0.17% -8,343 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526 shares; 2024Q4: 2,193 shares; 2025Q1: 1,302 shares; 2025Q2: 1,492 shares; 2025Q3: 5,543 shares; 2025Q4: 5,399 shares; 2026Q1: 5,790 shares; 2026Q2: 4,556 shares 4,556 $842K 0.17% -1,234 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,776 shares; 2024Q4: 32,821 shares; 2025Q1: 26,336 shares; 2025Q2: 21,691 shares; 2025Q3: 14,168 shares; 2025Q4: 13,987 shares; 2026Q1: 12,883 shares; 2026Q2: 14,869 shares 14,869 $831K 0.17% +1,986 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,576 shares; 2026Q2: 15,743 shares 15,743 $811K 0.17% +167 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: 293 shares; 2024Q4: 209 shares; 2025Q1: 4,322 shares; 2025Q2: 4,582 shares; 2025Q3: 3,909 shares; 2025Q4: 1,496 shares; 2026Q1: 1,507 shares; 2026Q2: 9,147 shares 9,147 $788K 0.16% +7,640 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: 2,325 shares; 2024Q4: 2,627 shares; 2025Q1: 2,373 shares; 2025Q2: 2,862 shares; 2025Q3: 3,294 shares; 2025Q4: 3,008 shares; 2026Q1: 3,173 shares; 2026Q2: 3,322 shares 3,322 $786K 0.16% +149 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: 606 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 36,314 shares; 2026Q1: 49,386 shares; 2026Q2: 49,386 shares 49,386 $784K 0.16% 0 Timeline KSTR KRANESHARES TRUST More: the full row for KRANESHARES 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: 23,222 shares; 2026Q2: 23,222 shares 23,222 $751K 0.15% 0 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: 2,600 shares; 2024Q4: 5,306 shares; 2025Q1: 17,403 shares; 2025Q2: 19,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares; 2026Q2: 7,140 shares 7,140 $707K 0.14% -727 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: 904 shares; 2024Q4: 1,182 shares; 2025Q1: 1,038 shares; 2025Q2: 1,352 shares; 2025Q3: 1,449 shares; 2025Q4: 4,319 shares; 2026Q1: 1,595 shares; 2026Q2: 1,834 shares 1,834 $693K 0.14% +239 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 22,099 shares; 2025Q2: 24,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares; 2026Q2: 8,763 shares 8,763 $693K 0.14% +3,070 Timeline VSS 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: 29 shares; 2025Q2: 3,622 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares; 2026Q1: 4,704 shares; 2026Q2: 4,290 shares 4,290 $662K 0.14% -414 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: 55,900 shares; 2026Q1: 12,403 shares; 2026Q2: 29,198 shares 29,198 $652K 0.13% +16,795 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: 2,832 shares; 2024Q4: 2,846 shares; 2025Q1: 2,887 shares; 2025Q2: 3,186 shares; 2025Q3: 3,218 shares; 2025Q4: 5,065 shares; 2026Q1: 3,198 shares; 2026Q2: 3,295 shares 3,295 $625K 0.13% +97 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,074 shares; 2025Q1: 1,061 shares; 2025Q2: 1,062 shares; 2025Q3: 1,117 shares; 2025Q4: 1,123 shares; 2026Q1: 1,717 shares; 2026Q2: 1,716 shares 1,716 $622K 0.13% -1 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: 155 shares; 2024Q4: 163 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 154 shares; 2025Q4: 170 shares; 2026Q1: 119 shares; 2026Q2: 3,412 shares 3,412 $608K 0.12% +3,293 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: 893 shares; 2024Q4: 172 shares; 2025Q1: 970 shares; 2025Q2: 953 shares; 2025Q3: 1,329 shares; 2025Q4: 1,347 shares; 2026Q1: 1,738 shares; 2026Q2: 1,612 shares 1,612 $603K 0.12% -126 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: 413 shares; 2024Q4: 330 shares; 2025Q1: 319 shares; 2025Q2: 224 shares; 2025Q3: 225 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 294 shares 294 $586K 0.12% +72 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1,332 shares; 2025Q3: 2,757 shares; 2025Q4: 2,978 shares; 2026Q1: 5,751 shares; 2026Q2: 5,619 shares 5,619 $575K 0.12% -132 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,139 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 2,497 shares; 2026Q1: 3,211 shares; 2026Q2: 5,805 shares 5,805 $561K 0.11% +2,594 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 5,286 shares; 2026Q2: 6,796 shares 6,796 $556K 0.11% +1,510 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: 3,682 shares; 2024Q4: 3,691 shares; 2025Q1: 3,819 shares; 2025Q2: 4,151 shares; 2025Q3: 4,357 shares; 2025Q4: 5,190 shares; 2026Q1: 6,346 shares; 2026Q2: 6,705 shares 6,705 $555K 0.11% +359 Timeline FELV 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: 13,372 shares; 2025Q4: 13,680 shares; 2026Q1: 13,739 shares; 2026Q2: 13,785 shares 13,785 $553K 0.11% +46 Timeline IFGL 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: 220 shares; 2025Q4: 6,332 shares; 2026Q1: 35,605 shares; 2026Q2: 24,349 shares 24,349 $543K 0.11% -11,256 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: 555 shares; 2024Q4: 453 shares; 2025Q1: 419 shares; 2025Q2: 794 shares; 2025Q3: 422 shares; 2025Q4: 2,318 shares; 2026Q1: 1,257 shares; 2026Q2: 835 shares 835 $485K 0.1% -422 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: 631 shares; 2024Q4: 2,239 shares; 2025Q1: 10,808 shares; 2025Q2: 9,338 shares; 2025Q3: 3,236 shares; 2025Q4: 2,952 shares; 2026Q1: 2,911 shares; 2026Q2: 2,915 shares 2,915 $479K 0.1% +4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 15,505 shares; 2025Q2: 20,061 shares; 2025Q3: 17,863 shares; 2025Q4: 15,242 shares; 2026Q1: 18,420 shares; 2026Q2: 17,244 shares 17,244 $478K 0.1% -1,176 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 540 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 1,122 shares 1,122 $460K 0.09% +514 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,574 shares; 2025Q1: 1,242 shares; 2025Q2: 3,002 shares; 2025Q3: 3,400 shares; 2025Q4: 3,046 shares; 2026Q1: 3,652 shares; 2026Q2: 3,859 shares 3,859 $453K 0.09% +207 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 931 shares; 2025Q2: 135 shares; 2025Q3: 438 shares; 2025Q4: 5,742 shares; 2026Q1: 6,463 shares; 2026Q2: 6,504 shares 6,504 $445K 0.09% +41 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,074 shares; 2026Q1: 2,085 shares; 2026Q2: 2,085 shares 2,085 $430K 0.09% 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: 225 shares; 2024Q4: 238 shares; 2025Q1: 243 shares; 2025Q2: 246 shares; 2025Q3: 340 shares; 2025Q4: 350 shares; 2026Q1: 353 shares; 2026Q2: 360 shares 360 $424K 0.09% +7 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 343 shares; 2025Q4: 3,451 shares; 2026Q1: 5,735 shares; 2026Q2: 5,749 shares 5,749 $419K 0.09% +14 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: 121 shares; 2024Q4: 137 shares; 2025Q1: 131 shares; 2025Q2: 86 shares; 2025Q3: 1,540 shares; 2025Q4: 1,541 shares; 2026Q1: 1,531 shares; 2026Q2: 1,535 shares 1,535 $415K 0.08% +4 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: 222 shares; 2024Q4: 98 shares; 2025Q1: 165 shares; 2025Q2: 106 shares; 2025Q3: 2,097 shares; 2025Q4: 2,104 shares; 2026Q1: 2,109 shares; 2026Q2: 2,162 shares 2,162 $412K 0.08% +53 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: 171 shares; 2024Q4: 47 shares; 2025Q1: 174 shares; 2025Q2: 192 shares; 2025Q3: 194 shares; 2025Q4: 198 shares; 2026Q1: 396 shares; 2026Q2: 400 shares 400 $405K 0.08% +4 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,039 shares; 2026Q2: 17,215 shares 17,215 $404K 0.08% +6,176 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: 1,221 shares; 2024Q4: 1,656 shares; 2025Q1: 1,368 shares; 2025Q2: 1,468 shares; 2025Q3: 1,469 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $401K 0.08% 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: 795 shares; 2024Q4: 1,032 shares; 2025Q1: 1,021 shares; 2025Q2: 1,416 shares; 2025Q3: 3,605 shares; 2025Q4: 3,312 shares; 2026Q1: 3,465 shares; 2026Q2: 4,117 shares 4,117 $396K 0.08% +652 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 1,725 shares; 2025Q4: 2,174 shares; 2026Q1: 2,207 shares; 2026Q2: 2,249 shares 2,249 $392K 0.08% +42 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 3,753 shares; 2025Q3: 1,401 shares; 2025Q4: 973 shares; 2026Q1: 1,759 shares; 2026Q2: 4,824 shares 4,824 $389K 0.08% +3,065 Timeline IHY 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: 14,049 shares; 2025Q2: 117,876 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,068 shares; 2026Q2: 17,636 shares 17,636 $379K 0.08% -314,432 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,907 shares; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: 12,441 shares; 2026Q2: 10,137 shares 10,137 $373K 0.08% -2,304 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares; 2026Q2: 480 shares 480 $367K 0.08% +6 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,017 shares; 2025Q1: 986 shares; 2025Q2: 947 shares; 2025Q3: 978 shares; 2025Q4: 980 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $364K 0.07% 0 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: 607 shares; 2024Q4: 842 shares; 2025Q1: 462 shares; 2025Q2: 523 shares; 2025Q3: 626 shares; 2025Q4: 1,006 shares; 2026Q1: 938 shares; 2026Q2: 1,029 shares 1,029 $363K 0.07% +91 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: 161 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 929 shares; 2026Q2: 4,076 shares 4,076 $358K 0.07% +3,147 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,483 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,478 shares; 2025Q4: 1,481 shares; 2026Q1: 1,555 shares; 2026Q2: 1,553 shares 1,553 $346K 0.07% -2 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: 560 shares; 2024Q4: 594 shares; 2025Q1: 630 shares; 2025Q2: 755 shares; 2025Q3: 1,929 shares; 2025Q4: 1,935 shares; 2026Q1: 1,994 shares; 2026Q2: 2,085 shares 2,085 $346K 0.07% +91 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 53 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 1,029 shares; 2025Q4: 1,032 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $337K 0.07% 0 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: 627 shares; 2024Q4: 1,002 shares; 2025Q1: 627 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $328K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 911 shares; 2025Q1: 526 shares; 2025Q2: 543 shares; 2025Q3: 557 shares; 2025Q4: 560 shares; 2026Q1: 652 shares; 2026Q2: 637 shares 637 $325K 0.07% -15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 827 shares; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 839 shares; 2026Q1: 836 shares; 2026Q2: 839 shares 839 $315K 0.06% +3 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: 169 shares; 2024Q4: 205 shares; 2025Q1: 185 shares; 2025Q2: 184 shares; 2025Q3: 285 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 292 shares 292 $311K 0.06% -3 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,799 shares; 2025Q1: 889 shares; 2025Q2: 891 shares; 2025Q3: 893 shares; 2025Q4: 741 shares; 2026Q1: 756 shares; 2026Q2: 726 shares 726 $306K 0.06% -30 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: 705 shares; 2024Q4: 720 shares; 2025Q1: 716 shares; 2025Q2: 715 shares; 2025Q3: 716 shares; 2025Q4: 735 shares; 2026Q1: 731 shares; 2026Q2: 758 shares 758 $302K 0.06% +27 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: 2,367 shares; 2024Q4: 2,455 shares; 2025Q1: 2,437 shares; 2025Q2: 2,680 shares; 2025Q3: 2,687 shares; 2025Q4: 3,058 shares; 2026Q1: 2,941 shares; 2026Q2: 2,923 shares 2,923 $299K 0.06% -18 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: 45 shares; 2024Q4: 1,329 shares; 2025Q1: 1,744 shares; 2025Q2: 1,543 shares; 2025Q3: 2,144 shares; 2025Q4: 3,748 shares; 2026Q1: 3,780 shares; 2026Q2: 3,850 shares 3,850 $297K 0.06% +70 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: 1,805 shares; 2024Q4: 3,419 shares; 2025Q1: 1,852 shares; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 1,929 shares; 2026Q1: 1,930 shares; 2026Q2: 1,872 shares 1,872 $296K 0.06% -58 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 599 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 3,572 shares 3,572 $295K 0.06% +2,977 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: 238 shares; 2024Q4: 301 shares; 2025Q1: 266 shares; 2025Q2: 893 shares; 2025Q3: 1,007 shares; 2025Q4: 1,016 shares; 2026Q1: 1,001 shares; 2026Q2: 1,032 shares 1,032 $290K 0.06% +31 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: 240 shares; 2024Q4: 288 shares; 2025Q1: 252 shares; 2025Q2: 250 shares; 2025Q3: 253 shares; 2025Q4: 267 shares; 2026Q1: 281 shares; 2026Q2: 310 shares 310 $290K 0.06% +29 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,845 shares; 2024Q4: 6,845 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 4,371 shares; 2025Q4: 4,371 shares; 2026Q1: 2,187 shares; 2026Q2: 2,187 shares 2,187 $289K 0.06% 0 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: 634 shares; 2024Q4: 642 shares; 2025Q1: 639 shares; 2025Q2: 638 shares; 2025Q3: 639 shares; 2025Q4: 641 shares; 2026Q1: 638 shares; 2026Q2: 637 shares 637 $289K 0.06% -1 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: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares; 2026Q2: 2,612 shares 2,612 $288K 0.06% +35 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: not reported; 2026Q2: 13,555 shares 13,555 $274K 0.06% new 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: 633 shares; 2024Q4: 666 shares; 2025Q1: 658 shares; 2025Q2: 989 shares; 2025Q3: 993 shares; 2025Q4: 1,012 shares; 2026Q1: 1,232 shares; 2026Q2: 1,241 shares 1,241 $274K 0.06% +9 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,777 shares; 2026Q2: 2,586 shares 2,586 $273K 0.06% -3,191 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: not reported; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 786 shares; 2025Q3: 573 shares; 2025Q4: 2,328 shares; 2026Q1: 5,022 shares; 2026Q2: 4,527 shares 4,527 $270K 0.06% -495 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: 2,380 shares; 2024Q4: 1,113 shares; 2025Q1: 1,243 shares; 2025Q2: 3,168 shares; 2025Q3: 3,654 shares; 2025Q4: 1,407 shares; 2026Q1: 4,902 shares; 2026Q2: 1,931 shares 1,931 $269K 0.06% -2,971 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 6,416 shares; 2026Q1: 9,100 shares; 2026Q2: 9,246 shares 9,246 $264K 0.05% +146 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: 704 shares; 2024Q4: 772 shares; 2025Q1: 775 shares; 2025Q2: 1,000 shares; 2025Q3: 1,004 shares; 2025Q4: 223 shares; 2026Q1: 222 shares; 2026Q2: 1,090 shares 1,090 $264K 0.05% +868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $258K 0.05% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 2,714 shares; 2026Q1: 6,966 shares; 2026Q2: 7,086 shares 7,086 $256K 0.05% +120 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: 4,218 shares; 2026Q2: 2,817 shares 2,817 $249K 0.05% -1,401 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: 265 shares; 2024Q4: 280 shares; 2025Q1: 274 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 367 shares; 2026Q1: 381 shares; 2026Q2: 391 shares 391 $249K 0.05% +10 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: 1,459 shares; 2024Q4: 1,671 shares; 2025Q1: 1,125 shares; 2025Q2: 1,204 shares; 2025Q3: 1,577 shares; 2025Q4: 1,672 shares; 2026Q1: 1,689 shares; 2026Q2: 2,179 shares 2,179 $247K 0.05% +490 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,286 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,636 shares; 2026Q1: 8,636 shares; 2026Q2: 8,956 shares 8,956 $244K 0.05% +320 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 123 shares; 2025Q2: 169 shares; 2025Q3: 203 shares; 2025Q4: 924 shares; 2026Q1: 242 shares; 2026Q2: 250 shares 250 $242K 0.05% +8 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: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 3,113 shares; 2026Q2: 3,115 shares 3,115 $242K 0.05% +2 Timeline MOO 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: 3,000 shares 3,000 $238K 0.05% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,650 shares; 2026Q2: 4,930 shares 4,930 $234K 0.05% +280 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares; 2026Q2: 5,452 shares 5,452 $233K 0.05% 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: 1,135 shares; 2024Q4: 1,024 shares; 2025Q1: 800 shares; 2025Q2: 1,132 shares; 2025Q3: 1,092 shares; 2025Q4: 1,050 shares; 2026Q1: 3,145 shares; 2026Q2: 1,158 shares 1,158 $232K 0.05% -1,987 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: 3,352 shares; 2025Q2: 5,338 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares; 2026Q2: 2,994 shares 2,994 $230K 0.05% -157 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $226K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $225K 0.05% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,179 shares; 2026Q2: 7,179 shares 7,179 $224K 0.05% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: 2,365 shares; 2025Q1: 1,577 shares; 2025Q2: 1,769 shares; 2025Q3: 1,702 shares; 2025Q4: 1,430 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $223K 0.05% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 6,071 shares; 2026Q2: 6,071 shares 6,071 $220K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares; 2026Q2: 2,419 shares 2,419 $207K 0.04% +350 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: 2,800 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 3,290 shares; 2025Q3: 3,522 shares; 2025Q4: 3,516 shares; 2026Q1: 3,364 shares; 2026Q2: 1,502 shares 1,502 $207K 0.04% -1,862 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: 507 shares; 2024Q4: 664 shares; 2025Q1: 460 shares; 2025Q2: 1,055 shares; 2025Q3: 995 shares; 2025Q4: 987 shares; 2026Q1: 988 shares; 2026Q2: 1,303 shares 1,303 $204K 0.04% +315 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 75 shares; 2025Q1: 67 shares; 2025Q2: 25 shares; 2025Q3: 816 shares; 2025Q4: 825 shares; 2026Q1: 823 shares; 2026Q2: 821 shares 821 $204K 0.04% -2 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 508 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $204K 0.04% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 962 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 960 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 928 shares 928 $198K 0.04% +11 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: 451 shares; 2024Q4: 464 shares; 2025Q1: 456 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 440 shares; 2026Q2: 443 shares 443 $198K 0.04% +3 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 2,400 shares; 2025Q1: 1,200 shares; 2025Q2: 2,338 shares; 2025Q3: 2,347 shares; 2025Q4: 2,356 shares; 2026Q1: 2,362 shares; 2026Q2: 2,370 shares 2,370 $197K 0.04% +8 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: 2,700 shares; 2024Q4: 5,400 shares; 2025Q1: 2,700 shares; 2025Q2: 3,141 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares; 2026Q1: 4,112 shares; 2026Q2: 3,671 shares 3,671 $197K 0.04% -441 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: 263 shares; 2025Q1: 6,358 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares; 2025Q4: 1,123 shares; 2026Q1: 1,126 shares; 2026Q2: 1,144 shares 1,144 $194K 0.04% +18 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: 256 shares; 2024Q4: 312 shares; 2025Q1: 287 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 152 shares; 2026Q1: 156 shares; 2026Q2: 167 shares 167 $193K 0.04% +11 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: 827 shares; 2024Q4: 706 shares; 2025Q1: 857 shares; 2025Q2: 1,518 shares; 2025Q3: 1,387 shares; 2025Q4: 1,103 shares; 2026Q1: 1,502 shares; 2026Q2: 1,313 shares 1,313 $192K 0.04% -189 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 330 shares; 2025Q1: 417 shares; 2025Q2: 418 shares; 2025Q3: 419 shares; 2025Q4: 5,612 shares; 2026Q1: 5,612 shares; 2026Q2: 6,513 shares 6,513 $192K 0.04% +901 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 1,008 shares 1,008 $190K 0.04% +93 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 640 shares; 2025Q3: 821 shares; 2025Q4: 871 shares; 2026Q1: 944 shares; 2026Q2: 517 shares 517 $189K 0.04% -427 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: 259 shares; 2024Q4: 777 shares; 2025Q1: 1,502 shares; 2025Q2: 1,864 shares; 2025Q3: 2,447 shares; 2025Q4: 6,846 shares; 2026Q1: 5,967 shares; 2026Q2: 5,966 shares 5,966 $189K 0.04% -1 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,921 shares; 2026Q1: 1,934 shares; 2026Q2: 1,961 shares 1,961 $186K 0.04% +27 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 99 shares; 2025Q3: 177 shares; 2025Q4: 1,143 shares; 2026Q1: 1,261 shares; 2026Q2: 1,267 shares 1,267 $183K 0.04% +6 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 786 shares; 2026Q1: 797 shares; 2026Q2: 799 shares 799 $182K 0.04% +2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 528 shares 528 $182K 0.04% 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: 390 shares; 2024Q4: 888 shares; 2025Q1: 2,367 shares; 2025Q2: 2,297 shares; 2025Q3: 1,167 shares; 2025Q4: 1,173 shares; 2026Q1: 1,147 shares; 2026Q2: 1,156 shares 1,156 $181K 0.04% +9 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: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,625 shares; 2025Q3: 1,838 shares; 2025Q4: 757 shares; 2026Q1: 830 shares; 2026Q2: 819 shares 819 $174K 0.04% -11 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: 827 shares; 2024Q4: 866 shares; 2025Q1: 862 shares; 2025Q2: 897 shares; 2025Q3: 972 shares; 2025Q4: 692 shares; 2026Q1: 613 shares; 2026Q2: 636 shares 636 $172K 0.04% +23 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: 1,692 shares; 2025Q4: 1,695 shares; 2026Q1: 1,700 shares; 2026Q2: 1,704 shares 1,704 $170K 0.03% +4 Timeline FTHI 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: 354,438 shares; 2024Q4: 405,109 shares; 2025Q1: 417,159 shares; 2025Q2: 54,545 shares; 2025Q3: 19,290 shares; 2025Q4: 15,700 shares; 2026Q1: 8,901 shares; 2026Q2: 7,102 shares 7,102 $169K 0.03% -1,799 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: 3,177 shares; 2024Q4: 3,289 shares; 2025Q1: 3,264 shares; 2025Q2: 2,874 shares; 2025Q3: 3,516 shares; 2025Q4: 3,539 shares; 2026Q1: 3,547 shares; 2026Q2: 3,534 shares 3,534 $168K 0.03% -13 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: 1,089 shares; 2024Q4: 583 shares; 2025Q1: 527 shares; 2025Q2: 1,466 shares; 2025Q3: 3,499 shares; 2025Q4: 3,379 shares; 2026Q1: 3,734 shares; 2026Q2: 3,867 shares 3,867 $163K 0.03% +133 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,065 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 2,824 shares 2,824 $159K 0.03% +1,412 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,751 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,052 shares; 2025Q4: 1,053 shares; 2026Q1: 1,173 shares; 2026Q2: 1,397 shares 1,397 $157K 0.03% +224 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: 683 shares 683 $153K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,288 shares; 2025Q3: 30,288 shares; 2025Q4: 30,288 shares; 2026Q1: 30,288 shares; 2026Q2: 30,288 shares 30,288 $151K 0.03% 0 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: 651 shares 651 $144K 0.03% new Timeline PKW 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $142K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,652 shares; 2026Q2: 2,652 shares 2,652 $142K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $138K 0.03% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 2,025 shares; 2025Q2: 1,925 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares; 2026Q1: 1,659 shares; 2026Q2: 1,700 shares 1,700 $137K 0.03% +41 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 2 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $137K 0.03% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 5,097 shares; 2026Q1: 5,108 shares; 2026Q2: 5,119 shares 5,119 $136K 0.03% +11 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: 1,960 shares; 2026Q2: 1,960 shares 1,960 $135K 0.03% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares; 2026Q2: 3,410 shares 3,410 $134K 0.03% 0 Timeline FTQI 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: 20,229 shares; 2025Q3: 6,123 shares; 2025Q4: 6,042 shares; 2026Q1: 6,042 shares; 2026Q2: 6,042 shares 6,042 $133K 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,442 shares; 2026Q2: 1,342 shares 1,342 $132K 0.03% -100 Timeline VGLT 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: 339,723 shares; 2024Q4: 363,212 shares; 2025Q1: 399,905 shares; 2025Q2: 503,149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,048 shares; 2026Q2: 2,382 shares 2,382 $131K 0.03% +334 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,431 shares 2,431 $131K 0.03% -94 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: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 1,175 shares; 2026Q1: 1,405 shares; 2026Q2: 1,385 shares 1,385 $129K 0.03% -20 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: not reported; 2024Q4: 1,200 shares; 2025Q1: 400 shares; 2025Q2: 1,309 shares; 2025Q3: 1,424 shares; 2025Q4: 2,848 shares; 2026Q1: 2,848 shares; 2026Q2: 2,848 shares 2,848 $129K 0.03% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,005 shares; 2026Q2: 2,578 shares 2,578 $128K 0.03% -3,427 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $128K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 72 shares; 2025Q1: 87 shares; 2025Q2: 55 shares; 2025Q3: 58 shares; 2025Q4: 321 shares; 2026Q1: 1,275 shares; 2026Q2: 1,257 shares 1,257 $125K 0.03% -18 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: 1,995 shares; 2024Q4: 648 shares; 2025Q1: 364 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $125K 0.03% 0 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,437 shares; 2026Q2: 3,437 shares 3,437 $124K 0.03% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 295 shares; 2025Q1: 277 shares; 2025Q2: 279 shares; 2025Q3: 2,651 shares; 2025Q4: 2,663 shares; 2026Q1: 2,669 shares; 2026Q2: 2,663 shares 2,663 $124K 0.03% -6 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 148 shares; 2026Q1: 133 shares; 2026Q2: 313 shares 313 $123K 0.03% +180 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: 418 shares; 2024Q4: 612 shares; 2025Q1: 376 shares; 2025Q2: 1,514 shares; 2025Q3: 213 shares; 2025Q4: 486 shares; 2026Q1: 329 shares; 2026Q2: 292 shares 292 $122K 0.02% -37 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: 240 shares; 2024Q4: 261 shares; 2025Q1: 299 shares; 2025Q2: 379 shares; 2025Q3: 595 shares; 2025Q4: 639 shares; 2026Q1: 631 shares; 2026Q2: 669 shares 669 $121K 0.02% +38 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748 shares; 2025Q3: 3,143 shares; 2025Q4: 1,445 shares; 2026Q1: 1,138 shares; 2026Q2: 4,410 shares 4,410 $121K 0.02% +3,272 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares; 2026Q2: 1,796 shares 1,796 $121K 0.02% -19 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,771 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares 1,371 $119K 0.02% 0 Timeline QABA 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: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 222 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $115K 0.02% 0 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: 45 shares; 2024Q4: 38 shares; 2025Q1: 44 shares; 2025Q2: 10 shares; 2025Q3: 72 shares; 2025Q4: 75 shares; 2026Q1: 322 shares; 2026Q2: 320 shares 320 $114K 0.02% -2 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,103 shares; 2025Q4: 2,216 shares; 2026Q1: 2,225 shares; 2026Q2: 2,233 shares 2,233 $114K 0.02% +8 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: 347 shares; 2024Q4: 421 shares; 2025Q1: 354 shares; 2025Q2: 458 shares; 2025Q3: 439 shares; 2025Q4: 755 shares; 2026Q1: 1,055 shares; 2026Q2: 513 shares 513 $111K 0.02% -542 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: 511 shares; 2024Q4: 905 shares; 2025Q1: 534 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 429 shares; 2026Q1: 433 shares; 2026Q2: 428 shares 428 $109K 0.02% -5 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: 664 shares; 2024Q4: 391 shares; 2025Q1: 452 shares; 2025Q2: 445 shares; 2025Q3: 48 shares; 2025Q4: 67 shares; 2026Q1: 1,891 shares; 2026Q2: 1,889 shares 1,889 $109K 0.02% -2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 433 shares; 2025Q1: 910 shares; 2025Q2: 1,480 shares; 2025Q3: 1,186 shares; 2025Q4: 1,279 shares; 2026Q1: 1,086 shares; 2026Q2: 1,327 shares 1,327 $108K 0.02% +241 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 64 shares; 2025Q1: 2,085 shares; 2025Q2: 1,931 shares; 2025Q3: 55 shares; 2025Q4: 200 shares; 2026Q1: 378 shares; 2026Q2: 439 shares 439 $107K 0.02% +61 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: 1,449 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,363 shares; 2026Q2: 1,368 shares 1,368 $107K 0.02% -1,995 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares; 2026Q2: 961 shares 961 $106K 0.02% +782 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: 1,276 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares; 2026Q2: 852 shares 852 $104K 0.02% -107 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: 127 shares; 2024Q4: 43 shares; 2025Q1: 30 shares; 2025Q2: 265 shares; 2025Q3: 30 shares; 2025Q4: 2,429 shares; 2026Q1: 438 shares; 2026Q2: 433 shares 433 $103K 0.02% -5 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: 300 shares; 2024Q4: 600 shares; 2025Q1: 300 shares; 2025Q2: 647 shares; 2025Q3: 777 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $103K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,074 shares; 2025Q1: 1,024 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,032 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $102K 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 2,370 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $101K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $101K 0.02% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 180 shares; 2025Q1: 178 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 177 shares; 2026Q2: 176 shares 176 $98.8K 0.02% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 2,550 shares 2,550 $97.5K 0.02% +300 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 1,325 shares; 2026Q1: 1,321 shares; 2026Q2: 1,350 shares 1,350 $97.2K 0.02% +29 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: 39 shares; 2024Q4: 55 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 46 shares; 2026Q1: 191 shares; 2026Q2: 189 shares 189 $96.4K 0.02% -2 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: 820 shares; 2024Q4: 999 shares; 2025Q1: 843 shares; 2025Q2: 884 shares; 2025Q3: 1,146 shares; 2025Q4: 1,516 shares; 2026Q1: 421 shares; 2026Q2: 116 shares 116 $95.3K 0.02% -305 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $95.2K 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: 837 shares; 2024Q4: 1,316 shares; 2025Q1: 448 shares; 2025Q2: 450 shares; 2025Q3: 755 shares; 2025Q4: 768 shares; 2026Q1: 774 shares; 2026Q2: 993 shares 993 $95.1K 0.02% +219 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 1,041 shares; 2025Q1: 907 shares; 2025Q2: 1,370 shares; 2025Q3: 1,072 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 1,972 shares 1,972 $94.6K 0.02% +1,432 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 3,208 shares 3,208 $93.1K 0.02% +3,180 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,746 shares 1,746 $92.1K 0.02% +125 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares; 2026Q2: 4,108 shares 4,108 $91.8K 0.02% 0 Timeline PPH 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: 2,833 shares; 2025Q3: 1,986 shares; 2025Q4: 4,026 shares; 2026Q1: 811 shares; 2026Q2: 813 shares 813 $89K 0.02% +2 Timeline VFH 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: 0 shares; 2024Q4: 58 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 130 shares; 2025Q4: 679 shares; 2026Q1: 672 shares; 2026Q2: 675 shares 675 $89K 0.02% +3 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: 989 shares; 2024Q4: 992 shares; 2025Q1: 996 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares; 2026Q1: 1,006 shares; 2026Q2: 1,009 shares 1,009 $88.7K 0.02% +3 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: 882 shares; 2024Q4: 368 shares; 2025Q1: 340 shares; 2025Q2: 229 shares; 2025Q3: 419 shares; 2025Q4: 455 shares; 2026Q1: 546 shares; 2026Q2: 690 shares 690 $88.7K 0.02% +144 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: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 228 shares; 2026Q2: 712 shares 712 $88.4K 0.02% +484 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: 2,552 shares; 2024Q4: 1,957 shares; 2025Q1: 1,801 shares; 2025Q2: 2,960 shares; 2025Q3: 4,279 shares; 2025Q4: 4,363 shares; 2026Q1: 4,466 shares; 2026Q2: 4,269 shares 4,269 $88.4K 0.02% -197 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: 100 shares; 2024Q4: 400 shares; 2025Q1: 926 shares; 2025Q2: 599 shares; 2025Q3: 600 shares; 2025Q4: 885 shares; 2026Q1: 884 shares; 2026Q2: 1,163 shares 1,163 $88.2K 0.02% +279 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 932 shares; 2026Q2: 1,923 shares 1,923 $87.1K 0.02% +991 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 1,631 shares; 2026Q2: 695 shares 695 $86.7K 0.02% -936 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 915 shares; 2025Q1: 934 shares; 2025Q2: 1,001 shares; 2025Q3: 1,002 shares; 2025Q4: 1,011 shares; 2026Q1: 1,017 shares; 2026Q2: 1,018 shares 1,018 $86.2K 0.02% +1 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 757 shares 757 $85.5K 0.02% -187 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,637 shares 1,637 $84.8K 0.02% -347 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 54 shares; 2026Q1: 32 shares; 2026Q2: 1,385 shares 1,385 $83.3K 0.02% +1,353 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: 584 shares; 2024Q4: 1,079 shares; 2025Q1: 807 shares; 2025Q2: 827 shares; 2025Q3: 815 shares; 2025Q4: 772 shares; 2026Q1: 507 shares; 2026Q2: 565 shares 565 $82.9K 0.02% +58 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 467 shares; 2025Q1: 453 shares; 2025Q2: 488 shares; 2025Q3: 583 shares; 2025Q4: 424 shares; 2026Q1: 730 shares; 2026Q2: 652 shares 652 $82.4K 0.02% -78 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: 5 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 604 shares; 2025Q4: 333 shares; 2026Q1: 352 shares; 2026Q2: 224 shares 224 $82.3K 0.02% -128 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $81.4K 0.02% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $81.1K 0.02% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: 755 shares; 2026Q2: 1,726 shares 1,726 $80.9K 0.02% +971 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $80.7K 0.02% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,301 shares; 2024Q4: 3,644 shares; 2025Q1: 1,094 shares; 2025Q2: 1,661 shares; 2025Q3: 1,638 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $80K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 236 shares; 2025Q1: 96 shares; 2025Q2: 95 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 361 shares 361 $79.4K 0.02% -1 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $79.3K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares; 2026Q2: 2,630 shares 2,630 $78.9K 0.02% +2,254 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 99 shares; 2026Q1: 116 shares; 2026Q2: 151 shares 151 $78.5K 0.02% +35 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 622 shares; 2025Q3: 623 shares; 2025Q4: 1,029 shares; 2026Q1: 1,031 shares; 2026Q2: 573 shares 573 $78.5K 0.02% -458 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: 213 shares; 2024Q4: 117 shares; 2025Q1: 97 shares; 2025Q2: 70 shares; 2025Q3: 66 shares; 2025Q4: 80 shares; 2026Q1: 91 shares; 2026Q2: 108 shares 108 $78.2K 0.02% +17 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $77.2K 0.02% new 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: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $76.1K 0.02% 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: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 1,449 shares 1,449 $76K 0.02% +626 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 34 shares; 2025Q1: 32 shares; 2025Q2: 20 shares; 2025Q3: 81 shares; 2025Q4: 72 shares; 2026Q1: 71 shares; 2026Q2: 77 shares 77 $75.4K 0.02% +6 Timeline SFEB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $75.1K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 14 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 14 shares; 2026Q2: 199 shares 199 $75K 0.02% +185 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: 129 shares; 2024Q4: 357 shares; 2025Q1: 347 shares; 2025Q2: 345 shares; 2025Q3: 244 shares; 2025Q4: 248 shares; 2026Q1: 249 shares; 2026Q2: 273 shares 273 $74.5K 0.02% +24 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 286 shares; 2025Q1: 272 shares; 2025Q2: 271 shares; 2025Q3: 386 shares; 2025Q4: 400 shares; 2026Q1: 410 shares; 2026Q2: 409 shares 409 $73.5K 0.02% -1 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: 337 shares; 2024Q4: 368 shares; 2025Q1: 604 shares; 2025Q2: 540 shares; 2025Q3: 542 shares; 2025Q4: 549 shares; 2026Q1: 479 shares; 2026Q2: 507 shares 507 $72.7K 0.01% +28 Timeline AAXJ 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: 1,155 shares; 2026Q2: 607 shares 607 $72.5K 0.01% -548 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: 136 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 286 shares 286 $72.3K 0.01% -100 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 3,312 shares; 2025Q1: 1,863 shares; 2025Q2: 1,390 shares; 2025Q3: 1,669 shares; 2025Q4: 1,602 shares; 2026Q1: 1,498 shares; 2026Q2: 1,274 shares 1,274 $72K 0.01% -224 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $71.9K 0.01% 0 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: 957 shares; 2025Q3: 957 shares; 2025Q4: 725 shares; 2026Q1: 723 shares; 2026Q2: 729 shares 729 $71.8K 0.01% +6 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,258 shares 2,258 $71.5K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 197 shares; 2025Q1: 153 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 197 shares; 2026Q1: 183 shares; 2026Q2: 210 shares 210 $71.3K 0.01% +27 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 691 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $71.3K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 893 shares; 2025Q1: 896 shares; 2025Q2: 1,554 shares; 2025Q3: 1,559 shares; 2025Q4: 1,563 shares; 2026Q1: 1,867 shares; 2026Q2: 1,571 shares 1,571 $70.4K 0.01% -296 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 247 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $70.1K 0.01% 0 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: 325 shares; 2024Q4: 356 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 461 shares; 2025Q4: 468 shares; 2026Q1: 422 shares; 2026Q2: 430 shares 430 $69.7K 0.01% +8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 93 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 89 shares; 2026Q1: 31 shares; 2026Q2: 220 shares 220 $69.4K 0.01% +189 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: 2,629 shares; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $68.7K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,656 shares; 2026Q2: 1,330 shares 1,330 $66.8K 0.01% -326 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 559 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $66.8K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 2,630 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 655 shares; 2026Q2: 1,799 shares 1,799 $66.6K 0.01% +1,144 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 158 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $65.5K 0.01% 0 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $65.4K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 62 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 43 shares; 2025Q4: 46 shares; 2026Q1: 49 shares; 2026Q2: 296 shares 296 $65.4K 0.01% +247 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: 946 shares; 2024Q4: 787 shares; 2025Q1: 782 shares; 2025Q2: 758 shares; 2025Q3: 748 shares; 2025Q4: 915 shares; 2026Q1: 350 shares; 2026Q2: 334 shares 334 $65.1K 0.01% -16 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,543 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 2,240 shares 2,240 $64.9K 0.01% +1,943 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,217 shares; 2026Q2: 1,197 shares 1,197 $64.7K 0.01% -20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 120 shares; 2025Q1: 78 shares; 2025Q2: 185 shares; 2025Q3: 427 shares; 2025Q4: 434 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $64.7K 0.01% 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 226 shares; 2025Q4: 222 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $64.5K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 721 shares 721 $64.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $63.7K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 56 shares; 2025Q1: 78 shares; 2025Q2: 46 shares; 2025Q3: 712 shares; 2025Q4: 715 shares; 2026Q1: 716 shares; 2026Q2: 717 shares 717 $63.7K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $63.3K 0.01% 0 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: 533 shares; 2024Q4: 120 shares; 2025Q1: 84 shares; 2025Q2: 141 shares; 2025Q3: 99 shares; 2025Q4: 772 shares; 2026Q1: 109 shares; 2026Q2: 122 shares 122 $61.9K 0.01% +13 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 128 shares; 2025Q1: 105 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 223 shares; 2026Q1: 230 shares; 2026Q2: 271 shares 271 $61.7K 0.01% +41 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 12 shares; 2025Q3: 1,008 shares; 2025Q4: 1,010 shares; 2026Q1: 1,011 shares; 2026Q2: 1,009 shares 1,009 $61.7K 0.01% -2 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 1 shares; 2026Q2: 19 shares 19 $61.5K 0.01% +18 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,343 shares 1,343 $61.1K 0.01% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $59.6K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 585 shares; 2026Q1: 595 shares; 2026Q2: 699 shares 699 $58.2K 0.01% +104 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $58.2K 0.01% 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: 106 shares; 2024Q4: 208 shares; 2025Q1: 119 shares; 2025Q2: 243 shares; 2025Q3: 140 shares; 2025Q4: 143 shares; 2026Q1: 29 shares; 2026Q2: 258 shares 258 $58K 0.01% +229 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 163 shares; 2025Q1: 88 shares; 2025Q2: 431 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 1,354 shares 1,354 $57.8K 0.01% +936 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 608 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $56.9K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 53 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 36 shares; 2026Q1: 38 shares; 2026Q2: 325 shares 325 $55.2K 0.01% +287 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 163 shares; 2025Q1: 149 shares; 2025Q2: 150 shares; 2025Q3: 335 shares; 2025Q4: 342 shares; 2026Q1: 349 shares; 2026Q2: 374 shares 374 $54.7K 0.01% +25 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: 48 shares; 2025Q4: 711 shares; 2026Q1: 816 shares; 2026Q2: 818 shares 818 $54.5K 0.01% +2 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,963 shares; 2025Q2: 2,995 shares; 2025Q3: 2,665 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $54.3K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 125 shares; 2025Q1: 77 shares; 2025Q2: 31 shares; 2025Q3: 20 shares; 2025Q4: 331 shares; 2026Q1: 338 shares; 2026Q2: 400 shares 400 $54.2K 0.01% +62 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $54.1K 0.01% new 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: 870 shares; 2024Q4: 939 shares; 2025Q1: 1,030 shares; 2025Q2: 911 shares; 2025Q3: 1,007 shares; 2025Q4: 1,022 shares; 2026Q1: 427 shares; 2026Q2: 424 shares 424 $53.7K 0.01% -3 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: 327 shares; 2024Q4: 527 shares; 2025Q1: 327 shares; 2025Q2: 326 shares; 2025Q3: 327 shares; 2025Q4: 654 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $53.2K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 3,330 shares; 2025Q2: 3,111 shares; 2025Q3: 2,653 shares; 2025Q4: 1,103 shares; 2026Q1: 437 shares; 2026Q2: 344 shares 344 $53.1K 0.01% -93 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 909 shares; 2026Q1: 862 shares; 2026Q2: 644 shares 644 $53K 0.01% -218 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 35 shares; 2025Q1: 602 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $52.5K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 332 shares; 2025Q1: 308 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 324 shares; 2026Q1: 331 shares; 2026Q2: 346 shares 346 $52.5K 0.01% +15 Timeline FSTA 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: 974 shares; 2025Q3: 980 shares; 2025Q4: 986 shares; 2026Q1: 991 shares; 2026Q2: 997 shares 997 $52.4K 0.01% +6 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 1,118 shares 1,118 $52.3K 0.01% -246 Timeline EPP 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: 55 shares; 2025Q4: 842 shares; 2026Q1: 975 shares; 2026Q2: 976 shares 976 $52K 0.01% +1 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 629 shares 629 $51.9K 0.01% +227 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: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 186 shares; 2026Q2: 298 shares 298 $51.7K 0.01% +112 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: 116 shares; 2024Q4: 187 shares; 2025Q1: 116 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 190 shares; 2026Q1: 175 shares; 2026Q2: 246 shares 246 $51.5K 0.01% +71 Timeline XMMO 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: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $51.4K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $51.2K 0.01% new Timeline VUSB 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: 1,018 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $50.7K 0.01% 0 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: 766 shares; 2024Q4: 1,516 shares; 2025Q1: 766 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 765 shares; 2026Q1: 795 shares; 2026Q2: 1,049 shares 1,049 $50K 0.01% +254 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,301 shares; 2025Q1: 2,035 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,950 shares; 2026Q1: 2,011 shares; 2026Q2: 2,008 shares 2,008 $50K 0.01% -3 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares; 2026Q2: 2,428 shares 2,428 $49.9K 0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 433 shares; 2025Q1: 435 shares; 2025Q2: 436 shares; 2025Q3: 439 shares; 2025Q4: 440 shares; 2026Q1: 441 shares; 2026Q2: 442 shares 442 $49.7K 0.01% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,470 shares; 2025Q1: 5,605 shares; 2025Q2: 7,935 shares; 2025Q3: 4,372 shares; 2025Q4: 697 shares; 2026Q1: 238 shares; 2026Q2: 165 shares 165 $49.5K 0.01% -73 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: 571 shares; 2024Q4: 847 shares; 2025Q1: 833 shares; 2025Q2: 953 shares; 2025Q3: 948 shares; 2025Q4: 965 shares; 2026Q1: 585 shares; 2026Q2: 544 shares 544 $49.4K 0.01% -41 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: 168 shares; 2024Q4: 272 shares; 2025Q1: 168 shares; 2025Q2: 166 shares; 2025Q3: 319 shares; 2025Q4: 341 shares; 2026Q1: 360 shares; 2026Q2: 352 shares 352 $49.3K 0.01% -8 Timeline FPE 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: 22,237 shares; 2024Q4: 24,137 shares; 2025Q1: 20,207 shares; 2025Q2: 20,404 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares; 2026Q2: 2,742 shares 2,742 $49K 0.01% -972 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: 1,813 shares; 2024Q4: 331 shares; 2025Q1: 326 shares; 2025Q2: 1,629 shares; 2025Q3: 328 shares; 2025Q4: 501 shares; 2026Q1: 343 shares; 2026Q2: 360 shares 360 $48.9K 0.01% +17 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 372 shares; 2026Q1: 365 shares; 2026Q2: 355 shares 355 $48.8K 0.01% -10 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 51 shares; 2026Q1: 277 shares; 2026Q2: 505 shares 505 $48K 0.01% +228 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 61 shares; 2025Q4: 60 shares; 2026Q1: 63 shares; 2026Q2: 308 shares 308 $47.6K 0.01% +245 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: 842 shares; 2026Q1: 849 shares; 2026Q2: 943 shares 943 $46.4K 0.01% +94 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 37 shares; 2025Q1: 34 shares; 2025Q2: 12 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 59 shares; 2026Q2: 64 shares 64 $46.4K 0.01% +5 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 277 shares; 2025Q1: 275 shares; 2025Q2: 258 shares; 2025Q3: 260 shares; 2025Q4: 263 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $46.3K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 315 shares; 2025Q1: 292 shares; 2025Q2: 291 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: 262 shares; 2026Q2: 277 shares 277 $46.3K 0.01% +15 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $45.8K 0.01% 0 Timeline FEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,794 shares; 2026Q2: 1,555 shares 1,555 $45.2K 0.01% -20,239 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 278 shares; 2026Q1: 600 shares; 2026Q2: 800 shares 800 $45K 0.01% +200 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: 153 shares; 2024Q4: 165 shares; 2025Q1: 162 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 137 shares; 2026Q1: 143 shares; 2026Q2: 142 shares 142 $44.8K 0.01% -1 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 728 shares; 2026Q1: 733 shares; 2026Q2: 740 shares 740 $44.6K 0.01% +7 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: 37 shares; 2024Q4: 74 shares; 2025Q1: 94 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 75 shares; 2026Q1: 95 shares; 2026Q2: 130 shares 130 $44.5K 0.01% +35 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: 275 shares; 2024Q4: 286 shares; 2025Q1: 330 shares; 2025Q2: 1,445 shares; 2025Q3: 1,703 shares; 2025Q4: 1,989 shares; 2026Q1: 1,619 shares; 2026Q2: 618 shares 618 $44.5K 0.01% -1,001 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares; 2026Q2: 1,009 shares 1,009 $44.1K 0.01% +300 Timeline SCHC 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: 197 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 915 shares; 2026Q1: 914 shares; 2026Q2: 916 shares 916 $44.1K 0.01% +2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 381 shares; 2025Q1: 350 shares; 2025Q2: 132 shares; 2025Q3: 134 shares; 2025Q4: 143 shares; 2026Q1: 780 shares; 2026Q2: 700 shares 700 $44.1K 0.01% -80 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: 850 shares; 2024Q4: 723 shares; 2025Q1: 847 shares; 2025Q2: 712 shares; 2025Q3: 708 shares; 2025Q4: 560 shares; 2026Q1: 559 shares; 2026Q2: 556 shares 556 $43.5K 0.01% -3 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $42.1K 0.01% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 245 shares; 2026Q1: 250 shares; 2026Q2: 754 shares 754 $41.9K 0.01% +504 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 141 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 332 shares; 2026Q1: 519 shares; 2026Q2: 333 shares 333 $41.5K 0.01% -186 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $40.6K 0.01% 0 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $40.3K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 214 shares 214 $40K 0.01% +206 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: 155 shares; 2024Q4: 195 shares; 2025Q1: 180 shares; 2025Q2: 260 shares; 2025Q3: 261 shares; 2025Q4: 192 shares; 2026Q1: 198 shares; 2026Q2: 314 shares 314 $39.8K 0.01% +116 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 102 shares; 2025Q1: 92 shares; 2025Q2: 91 shares; 2025Q3: 467 shares; 2025Q4: 474 shares; 2026Q1: 466 shares; 2026Q2: 469 shares 469 $39.7K 0.01% +3 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39.5K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 76 shares; 2025Q1: 71 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 140 shares; 2026Q1: 13 shares; 2026Q2: 150 shares 150 $39.3K 0.01% +137 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 386 shares 386 $39.3K 0.01% +100 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: 301 shares; 2024Q4: 311 shares; 2025Q1: 362 shares; 2025Q2: 631 shares; 2025Q3: 1,456 shares; 2025Q4: 2,712 shares; 2026Q1: 1,211 shares; 2026Q2: 1,229 shares 1,229 $39.3K 0.01% +18 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 499 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39.2K 0.01% 0 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 1,000 shares 1,000 $38.9K 0.01% +200 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; 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: 200 shares; 2026Q2: 200 shares 200 $38.8K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $38.7K 0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,531 shares; 2025Q1: 2,063 shares; 2025Q2: 8,483 shares; 2025Q3: 8,434 shares; 2025Q4: 8,524 shares; 2026Q1: 8,524 shares; 2026Q2: 1,571 shares 1,571 $38.4K 0.01% -6,953 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: 713 shares; 2024Q4: 70 shares; 2025Q1: 45 shares; 2025Q2: 44 shares; 2025Q3: 41 shares; 2025Q4: 60 shares; 2026Q1: 33 shares; 2026Q2: 232 shares 232 $38.1K 0.01% +199 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,630 shares; 2025Q2: 25,109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares; 2026Q2: 1,671 shares 1,671 $38.1K 0.01% -1,486 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 102 shares 102 $38K 0.01% +98 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 151 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 127 shares 127 $37.8K 0.01% -81 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: 293 shares; 2025Q1: 295 shares; 2025Q2: 776 shares; 2025Q3: 493 shares; 2025Q4: 990 shares; 2026Q1: 993 shares; 2026Q2: 712 shares 712 $37.8K 0.01% -281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares; 2026Q2: 732 shares 732 $37.4K 0.01% -400 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 61 shares; 2025Q1: 77 shares; 2025Q2: 37 shares; 2025Q3: 118 shares; 2025Q4: 122 shares; 2026Q1: 117 shares; 2026Q2: 150 shares 150 $37.1K 0.01% +33 Timeline JPIB 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: 3,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares; 2026Q2: 767 shares 767 $37.1K 0.01% -141 Timeline SLVP 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: not reported; 2026Q2: 1,200 shares 1,200 $37K 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $36.7K 0.01% 0 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: 969 shares; 2026Q1: 967 shares; 2026Q2: 467 shares 467 $36.3K 0.01% -500 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $36K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $36K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 196 shares; 2025Q1: 177 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 65 shares; 2026Q1: 72 shares; 2026Q2: 84 shares 84 $35.9K 0.01% +12 Timeline FV 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: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $35.9K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares; 2026Q2: 333 shares 333 $35.8K 0.01% +79 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 210 shares; 2026Q2: 171 shares 171 $35.8K 0.01% -39 Timeline EMLC 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: 265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares; 2026Q2: 1,388 shares 1,388 $35.5K 0.01% +1,089 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 459 shares; 2026Q1: 764 shares; 2026Q2: 462 shares 462 $35.4K 0.01% -302 Timeline EFAV 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: 32 shares; 2025Q3: 32 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $35.3K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $35K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $34.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $34.7K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 206 shares; 2026Q2: 212 shares 212 $34.7K 0.01% +6 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: 1,889 shares; 2024Q4: 3,145 shares; 2025Q1: 375 shares; 2025Q2: 283 shares; 2025Q3: 252 shares; 2025Q4: 346 shares; 2026Q1: 317 shares; 2026Q2: 392 shares 392 $34.4K 0.01% +75 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares; 2026Q2: 268 shares 268 $34.3K 0.01% -471 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2026Q2: 1,242 shares 1,242 $33.9K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $33.7K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: 401 shares; 2025Q2: 524 shares; 2025Q3: 525 shares; 2025Q4: 2,334 shares; 2026Q1: 2,294 shares; 2026Q2: 993 shares 993 $33.6K 0.01% -1,301 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $33.4K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 230 shares; 2026Q2: 405 shares 405 $33.3K 0.01% +175 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 135 shares; 2025Q3: 133 shares; 2025Q4: 131 shares; 2026Q1: 129 shares; 2026Q2: 136 shares 136 $33.1K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 342 shares 342 $33K 0.01% +313 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 441 shares; 2025Q1: 409 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 253 shares; 2026Q1: 245 shares; 2026Q2: 183 shares 183 $32.3K 0.01% -62 Timeline FSMD 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: 609 shares 609 $32.2K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares; 2026Q2: 636 shares 636 $32.2K 0.01% +139 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 124 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 344 shares 344 $32.1K 0.01% +282 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: 362 shares; 2024Q4: 303 shares; 2025Q1: 749 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 357 shares; 2026Q1: 291 shares; 2026Q2: 307 shares 307 $31.9K 0.01% +16 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $31.7K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 131 shares; 2025Q1: 117 shares; 2025Q2: 47 shares; 2025Q3: 44 shares; 2025Q4: 55 shares; 2026Q1: 56 shares; 2026Q2: 79 shares 79 $31.6K 0.01% +23 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 1,350 shares; 2025Q1: 1,925 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $31.2K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $31K 0.01% new Timeline USIG 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: 570 shares; 2026Q2: 602 shares 602 $30.9K 0.01% +32 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $30.3K 0.01% 0 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: 50 shares; 2024Q4: 100 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $30.3K 0.01% 0 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: 303 shares; 2024Q4: 496 shares; 2025Q1: 527 shares; 2025Q2: 422 shares; 2025Q3: 424 shares; 2025Q4: 459 shares; 2026Q1: 429 shares; 2026Q2: 365 shares 365 $30.2K 0.01% -64 Timeline IWC 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: 150 shares; 2026Q2: 150 shares 150 $30K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 13 shares 13 $29.9K 0.01% +5 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 298 shares; 2025Q1: 296 shares; 2025Q2: 229 shares; 2025Q3: 265 shares; 2025Q4: 267 shares; 2026Q1: 246 shares; 2026Q2: 252 shares 252 $29.8K 0.01% +6 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: 178 shares; 2026Q1: 413 shares; 2026Q2: 331 shares 331 $29.4K 0.01% -82 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares; 2026Q1: 3,454 shares; 2026Q2: 1,536 shares 1,536 $29.4K 0.01% -1,918 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 106 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $29.1K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 86 shares; 2025Q1: 77 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 37 shares; 2026Q1: 47 shares; 2026Q2: 45 shares 45 $29K 0.01% -2 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: 97 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $28.8K 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: 218 shares; 2024Q4: 253 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 467 shares; 2026Q1: 218 shares; 2026Q2: 377 shares 377 $28.5K 0.01% +159 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 27 shares; 2026Q2: 62 shares 62 $28.5K 0.01% +35 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $28.4K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; 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: 203 shares; 2026Q2: 203 shares 203 $28.4K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 325 shares; 2025Q3: 326 shares; 2025Q4: 327 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $28.3K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $28.2K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 67 shares; 2025Q1: 62 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 38 shares; 2026Q2: 57 shares 57 $28K 0.01% +19 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 346 shares; 2025Q4: 379 shares; 2026Q1: 376 shares; 2026Q2: 386 shares 386 $27.9K 0.01% +10 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 400 shares; 2025Q1: 402 shares; 2025Q2: 404 shares; 2025Q3: 407 shares; 2025Q4: 412 shares; 2026Q1: 405 shares; 2026Q2: 407 shares 407 $27.6K 0.01% +2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 184 shares; 2026Q2: 185 shares 185 $27.3K 0.01% +1 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 127 shares; 2026Q1: not reported; 2026Q2: 436 shares 436 $26.8K 0.01% new 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: 129 shares; 2024Q4: 160 shares; 2025Q1: 145 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 172 shares; 2026Q1: 174 shares; 2026Q2: 159 shares 159 $26.7K 0.01% -15 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: 108 shares; 2024Q4: 141 shares; 2025Q1: 108 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 92 shares; 2026Q1: 118 shares; 2026Q2: 428 shares 428 $26.6K 0.01% +310 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: 2,000 shares; 2024Q4: 4,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $26.6K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 66 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $26.5K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $26.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $25.7K 0.01% 0 Timeline IGIB 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: 128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $25.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $25.6K 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: 168 shares; 2024Q4: 190 shares; 2025Q1: 182 shares; 2025Q2: 64 shares; 2025Q3: 59 shares; 2025Q4: 63 shares; 2026Q1: 57 shares; 2026Q2: 353 shares 353 $25.4K 0.01% +296 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 66 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 186 shares; 2026Q2: 184 shares 184 $25.1K 0.01% -2 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: 34 shares; 2024Q4: 55 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 38 shares; 2026Q1: 40 shares; 2026Q2: 73 shares 73 $25K 0.01% +33 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 158 shares; 2025Q3: 157 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 162 shares 162 $25K 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares; 2026Q2: 302 shares 302 $25K 0.01% +93 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 333 shares; 2025Q4: 337 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336 $24.8K 0.01% +1 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 390 shares 390 $24.6K 0.01% +352 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 86 shares; 2025Q1: 74 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 21 shares; 2026Q2: 25 shares 25 $24.5K 0.01% +4 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 5,768 shares; 2025Q3: 5,103 shares; 2025Q4: 2,328 shares; 2026Q1: 2,036 shares; 2026Q2: 1,173 shares 1,173 $24K <0.01% -863 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 284 shares 284 $24K <0.01% -547 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 318 shares; 2025Q4: 47 shares; 2026Q1: 180 shares; 2026Q2: 250 shares 250 $24K <0.01% +70 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 386 shares 386 $22.8K <0.01% +81 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 34 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 30 shares 30 $22.8K <0.01% -2 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $22.8K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $22.4K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 100 shares; 2025Q1: 118 shares; 2025Q2: 21 shares; 2025Q3: 19 shares; 2025Q4: 117 shares; 2026Q1: 141 shares; 2026Q2: 168 shares 168 $21.8K <0.01% +27 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 250 shares; 2026Q2: 149 shares 149 $21.8K <0.01% -101 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 596 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $21.8K <0.01% 0 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: 82 shares; 2025Q1: 74 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $21.7K <0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 407 shares; 2026Q1: 407 shares; 2026Q2: 409 shares 409 $21.5K <0.01% +2 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: 1,831 shares; 2024Q4: 581 shares; 2025Q1: 518 shares; 2025Q2: 269 shares; 2025Q3: 162 shares; 2025Q4: 171 shares; 2026Q1: 161 shares; 2026Q2: 199 shares 199 $21.5K <0.01% +38 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,430 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419 shares 419 $21.4K <0.01% new Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $21.2K <0.01% 0 Timeline PRFZ 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: 102 shares; 2024Q4: 103 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 378 shares; 2026Q2: 379 shares 379 $21.1K <0.01% +1 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.1K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $21K <0.01% 0 Timeline USRT 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: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $20.9K <0.01% 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: 70 shares; 2024Q4: 86 shares; 2025Q1: 80 shares; 2025Q2: 84 shares; 2025Q3: 95 shares; 2025Q4: 181 shares; 2026Q1: 47 shares; 2026Q2: 51 shares 51 $20.8K <0.01% +4 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: 325 shares; 2024Q4: 345 shares; 2025Q1: 351 shares; 2025Q2: 272 shares; 2025Q3: 396 shares; 2025Q4: 337 shares; 2026Q1: 316 shares; 2026Q2: 319 shares 319 $20.4K <0.01% +3 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $20.4K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145 $19.7K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $19.6K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 98 shares; 2026Q2: 97 shares 97 $19.4K <0.01% -1 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 400 shares 400 $18.9K <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: 52 shares; 2024Q4: 65 shares; 2025Q1: 60 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 55 shares; 2026Q1: 57 shares; 2026Q2: 56 shares 56 $18.7K <0.01% -1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 191 shares; 2025Q1: 224 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 238 shares; 2026Q1: 237 shares; 2026Q2: 248 shares 248 $18.5K <0.01% +11 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 6 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $18.5K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $18.4K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 188 shares; 2025Q1: 177 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 187 shares; 2026Q1: 180 shares; 2026Q2: 189 shares 189 $18.2K <0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $18.2K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $18.2K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $18.2K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 25 shares 25 $18K <0.01% +2 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: 50 shares; 2024Q4: 52 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 65 shares; 2026Q1: 68 shares; 2026Q2: 66 shares 66 $17.9K <0.01% -2 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $17.8K <0.01% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $17.7K <0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 2,076 shares; 2026Q2: 450 shares 450 $17.4K <0.01% -1,626 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 350 shares 350 $17.4K <0.01% +227 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 450 shares 450 $17.2K <0.01% -350 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $16.7K <0.01% 0 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: 544 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 537 shares; 2025Q3: 384 shares; 2025Q4: 377 shares; 2026Q1: 303 shares; 2026Q2: 294 shares 294 $16.6K <0.01% -9 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 772 shares 772 $16.5K <0.01% +27 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: 620 shares; 2026Q1: 632 shares; 2026Q2: 644 shares 644 $16.5K <0.01% +12 Timeline