AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,961 shares; 2024Q4: 610,442 shares; 2025Q1: 78,156 shares; 2025Q2: 77,411 shares; 2025Q3: 93,681 shares; 2025Q4: 88,473 shares; 2026Q1: 76,556 shares; 2026Q2: 71,730 shares 71,730 $20.8M 4.67% -4,826 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: 13,326 shares; 2024Q4: 13,409 shares; 2025Q1: 14,375 shares; 2025Q2: 16,130 shares; 2025Q3: 16,808 shares; 2025Q4: 22,820 shares; 2026Q1: 19,140 shares; 2026Q2: 15,611 shares 15,611 $11.7M 2.63% -3,529 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: 50,012 shares; 2024Q4: 749,580 shares; 2025Q1: 50,186 shares; 2025Q2: 44,773 shares; 2025Q3: 62,900 shares; 2025Q4: 58,967 shares; 2026Q1: 38,915 shares; 2026Q2: 49,426 shares 49,426 $9.89M 2.23% +10,511 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: 186,266 shares; 2024Q4: 184,306 shares; 2025Q1: 194,859 shares; 2025Q2: 197,065 shares; 2025Q3: 169,393 shares; 2025Q4: 205,971 shares; 2026Q1: 211,594 shares; 2026Q2: 231,691 shares 231,691 $8.86M 1.99% +20,097 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: 36,890 shares; 2024Q4: 36,643 shares; 2025Q1: 37,309 shares; 2025Q2: 37,154 shares; 2025Q3: 36,343 shares; 2025Q4: 35,653 shares; 2026Q1: 35,364 shares; 2026Q2: 32,446 shares 32,446 $8.18M 1.84% -2,918 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: not reported; 2024Q4: 52,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares; 2025Q4: 1,908 shares; 2026Q1: 3,800 shares; 2026Q2: 6,072 shares 6,072 $7.01M 1.58% +2,272 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: 50,150 shares; 2024Q4: 130,451 shares; 2025Q1: 1,515 shares; 2025Q2: 1,513 shares; 2025Q3: 3,472 shares; 2025Q4: 3,389 shares; 2026Q1: 3,409 shares; 2026Q2: 4,661 shares 4,661 $5.59M 1.26% +1,252 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,810 shares; 2025Q4: 212,418 shares; 2026Q1: 355,968 shares; 2026Q2: 206,224 shares 206,224 $5.45M 1.23% -149,744 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: 47,453 shares; 2024Q4: 133,980 shares; 2025Q1: 7,194 shares; 2025Q2: 7,320 shares; 2025Q3: 14,891 shares; 2025Q4: 14,117 shares; 2026Q1: 10,666 shares; 2026Q2: 14,815 shares 14,815 $5.29M 1.19% +4,149 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: 59,387 shares; 2024Q4: 273,747 shares; 2025Q1: 22,002 shares; 2025Q2: 18,361 shares; 2025Q3: 47,501 shares; 2025Q4: 47,332 shares; 2026Q1: 19,120 shares; 2026Q2: 18,878 shares 18,878 $4.5M 1.01% -242 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: 121,747 shares; 2024Q4: 433,798 shares; 2025Q1: 14,431 shares; 2025Q2: 13,167 shares; 2025Q3: 61,216 shares; 2025Q4: 60,150 shares; 2026Q1: 13,847 shares; 2026Q2: 11,857 shares 11,857 $4.42M 1% -1,990 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: 22,023 shares; 2024Q4: 212,034 shares; 2025Q1: 13,966 shares; 2025Q2: 14,018 shares; 2025Q3: 18,892 shares; 2025Q4: 18,280 shares; 2026Q1: 13,692 shares; 2026Q2: 13,153 shares 13,153 $4.31M 0.97% -539 Timeline RSPT 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: 75,040 shares; 2024Q4: 75,040 shares; 2025Q1: 75,040 shares; 2025Q2: 75,040 shares; 2025Q3: 73,240 shares; 2025Q4: 68,610 shares; 2026Q1: 68,612 shares; 2026Q2: 62,304 shares 62,304 $4.02M 0.91% -6,308 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: 35,213 shares; 2024Q4: 72,384 shares; 2025Q1: 12,332 shares; 2025Q2: 12,098 shares; 2025Q3: 16,123 shares; 2025Q4: 15,822 shares; 2026Q1: 11,679 shares; 2026Q2: 11,293 shares 11,293 $3.98M 0.9% -386 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 130,695 shares; 2026Q1: 154,486 shares; 2026Q2: 202,430 shares 202,430 $3.98M 0.9% +47,944 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: 33,183 shares; 2024Q4: 46,338 shares; 2025Q1: 20,750 shares; 2025Q2: 17,679 shares; 2025Q3: 57,739 shares; 2025Q4: 57,855 shares; 2026Q1: 20,499 shares; 2026Q2: 33,743 shares 33,743 $3.96M 0.89% +13,244 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: 17,327 shares; 2024Q4: 142,080 shares; 2025Q1: 17,817 shares; 2025Q2: 13,942 shares; 2025Q3: 18,836 shares; 2025Q4: 17,877 shares; 2026Q1: 10,046 shares; 2026Q2: 11,031 shares 11,031 $3.9M 0.88% +985 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: 82,488 shares; 2024Q4: 83,283 shares; 2025Q1: 90,464 shares; 2025Q2: 93,230 shares; 2025Q3: 86,462 shares; 2025Q4: 100,409 shares; 2026Q1: 97,719 shares; 2026Q2: 67,443 shares 67,443 $3.61M 0.81% -30,276 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: 35,054 shares; 2024Q4: 202,702 shares; 2025Q1: 7,264 shares; 2025Q2: 7,338 shares; 2025Q3: 21,792 shares; 2025Q4: 22,250 shares; 2026Q1: 9,241 shares; 2026Q2: 6,013 shares 6,013 $3.39M 0.76% -3,228 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: 15,548 shares; 2024Q4: 15,595 shares; 2025Q1: 9,841 shares; 2025Q2: 10,207 shares; 2025Q3: 36,404 shares; 2025Q4: 35,588 shares; 2026Q1: 9,237 shares; 2026Q2: 8,318 shares 8,318 $3.06M 0.69% -919 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,325 shares; 2024Q4: 8,525 shares; 2025Q1: 8,825 shares; 2025Q2: 8,825 shares; 2025Q3: 9,200 shares; 2025Q4: 9,000 shares; 2026Q1: 9,100 shares; 2026Q2: 8,380 shares 8,380 $2.97M 0.67% -720 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: 40,756 shares; 2025Q4: 54,736 shares; 2026Q1: 57,489 shares; 2026Q2: 66,438 shares 66,438 $2.93M 0.66% +8,949 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 4,429 shares; 2025Q1: 4,470 shares; 2025Q2: 4,391 shares; 2025Q3: 4,409 shares; 2025Q4: 4,264 shares; 2026Q1: 4,302 shares; 2026Q2: 3,832 shares 3,832 $2.87M 0.65% -470 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,514 shares 91,514 $2.85M 0.64% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,573 shares; 2025Q3: 5,633 shares; 2025Q4: 5,407 shares; 2026Q1: 7,185 shares; 2026Q2: 6,596 shares 6,596 $2.85M 0.64% -589 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: 5,294 shares; 2024Q4: 5,295 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 5,539 shares; 2025Q4: 5,576 shares; 2026Q1: 5,543 shares; 2026Q2: 22,914 shares 22,914 $2.85M 0.64% +17,371 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: 8,096 shares; 2024Q4: 8,498 shares; 2025Q1: 7,762 shares; 2025Q2: 8,819 shares; 2025Q3: 8,922 shares; 2025Q4: 8,883 shares; 2026Q1: 9,179 shares; 2026Q2: 9,292 shares 9,292 $2.79M 0.63% +113 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: 1,286 shares; 2024Q4: 202,883 shares; 2025Q1: 2,376 shares; 2025Q2: 2,696 shares; 2025Q3: 39,928 shares; 2025Q4: 39,921 shares; 2026Q1: 2,793 shares; 2026Q2: 3,740 shares 3,740 $2.75M 0.62% +947 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: 36,544 shares; 2024Q4: 38,026 shares; 2025Q1: 18,841 shares; 2025Q2: 12,042 shares; 2025Q3: 12,051 shares; 2025Q4: 9,604 shares; 2026Q1: 20,448 shares; 2026Q2: 31,231 shares 31,231 $2.74M 0.62% +10,783 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,709 shares; 2024Q4: 30,709 shares; 2025Q1: 30,709 shares; 2025Q2: 30,709 shares; 2025Q3: 29,561 shares; 2025Q4: 29,561 shares; 2026Q1: 30,025 shares; 2026Q2: 30,025 shares 30,025 $2.72M 0.61% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,515 shares; 2024Q4: 18,470 shares; 2025Q1: 5,344 shares; 2025Q2: 4,891 shares; 2025Q3: 120,144 shares; 2025Q4: 125,250 shares; 2026Q1: 16,013 shares; 2026Q2: 14,688 shares 14,688 $2.71M 0.61% -1,325 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,518 shares; 2024Q4: 52,064 shares; 2025Q1: 59,110 shares; 2025Q2: 60,644 shares; 2025Q3: 63,981 shares; 2025Q4: 57,040 shares; 2026Q1: 58,817 shares; 2026Q2: 65,230 shares 65,230 $2.68M 0.6% +6,413 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: 14,658 shares; 2024Q4: 13,731 shares; 2025Q1: 13,575 shares; 2025Q2: 13,039 shares; 2025Q3: 12,449 shares; 2025Q4: 14,032 shares; 2026Q1: 13,997 shares; 2026Q2: 13,997 shares 13,997 $2.66M 0.6% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 14,687 shares; 2025Q1: 2,634 shares; 2025Q2: 2,654 shares; 2025Q3: 2,820 shares; 2025Q4: 3,357 shares; 2026Q1: 4,576 shares; 2026Q2: 4,493 shares 4,493 $2.61M 0.59% -83 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 1,349 shares; 2025Q2: 2,340 shares; 2025Q3: 10,305 shares; 2025Q4: 10,428 shares; 2026Q1: 1,086 shares; 2026Q2: 8,586 shares 8,586 $2.59M 0.58% +7,500 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,737 shares; 2025Q4: 15,563 shares; 2026Q1: 14,782 shares; 2026Q2: 15,282 shares 15,282 $2.57M 0.58% +500 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,319 shares; 2025Q4: not reported; 2026Q1: 2,406 shares; 2026Q2: 5,743 shares 5,743 $2.49M 0.56% +3,337 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: 2,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,751 shares; 2025Q4: 12,332 shares; 2026Q1: 12,045 shares; 2026Q2: 12,603 shares 12,603 $2.44M 0.55% +558 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,229 shares; 2025Q4: 85,638 shares; 2026Q1: 87,498 shares; 2026Q2: 98,159 shares 98,159 $2.42M 0.55% +10,661 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,724 shares; 2025Q4: 75,976 shares; 2026Q1: 79,657 shares; 2026Q2: 92,415 shares 92,415 $2.4M 0.54% +12,758 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,526 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,020 shares; 2025Q4: not reported; 2026Q1: 2,003 shares; 2026Q2: 3,285 shares 3,285 $2.38M 0.53% +1,282 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: 72,445 shares; 2024Q4: 107,339 shares; 2025Q1: 2,400 shares; 2025Q2: 2,422 shares; 2025Q3: 8,681 shares; 2025Q4: 8,726 shares; 2026Q1: 2,576 shares; 2026Q2: 6,248 shares 6,248 $2.36M 0.53% +3,672 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,100 shares 122,100 $2.3M 0.52% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,456 shares; 2025Q4: 52,232 shares; 2026Q1: 51,512 shares; 2026Q2: 56,187 shares 56,187 $2.26M 0.51% +4,675 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,510 shares; 2024Q4: 37,936 shares; 2025Q1: 37,025 shares; 2025Q2: 36,145 shares; 2025Q3: 35,965 shares; 2025Q4: 35,866 shares; 2026Q1: 35,470 shares; 2026Q2: 33,476 shares 33,476 $2.24M 0.51% -1,994 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: 7,632 shares; 2024Q4: 90,874 shares; 2025Q1: 5,282 shares; 2025Q2: 5,302 shares; 2025Q3: 9,582 shares; 2025Q4: 9,283 shares; 2026Q1: 5,384 shares; 2026Q2: 8,572 shares 8,572 $2.18M 0.49% +3,188 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,786 shares; 2024Q4: 18,571 shares; 2025Q1: 18,687 shares; 2025Q2: 18,885 shares; 2025Q3: 22,499 shares; 2025Q4: 25,389 shares; 2026Q1: 23,526 shares; 2026Q2: 24,056 shares 24,056 $2.14M 0.48% +530 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: 20,021 shares; 2024Q4: 26,172 shares; 2025Q1: 20,341 shares; 2025Q2: 20,472 shares; 2025Q3: 23,778 shares; 2025Q4: 23,493 shares; 2026Q1: 21,265 shares; 2026Q2: 18,924 shares 18,924 $2.14M 0.48% -2,341 Timeline FNY 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: 11,541 shares; 2025Q4: 18,995 shares; 2026Q1: 17,948 shares; 2026Q2: 18,745 shares 18,745 $2.08M 0.47% +797 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,303 shares; 2024Q4: 88,305 shares; 2025Q1: 14,308 shares; 2025Q2: 14,262 shares; 2025Q3: 38,062 shares; 2025Q4: 37,577 shares; 2026Q1: 14,060 shares; 2026Q2: 13,999 shares 13,999 $2.05M 0.46% -61 Timeline REMX 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: 26,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,981 shares 22,981 $2.03M 0.46% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,410 shares; 2024Q4: 15,673 shares; 2025Q1: 16,890 shares; 2025Q2: 17,217 shares; 2025Q3: 28,949 shares; 2025Q4: 21,904 shares; 2026Q1: 24,200 shares; 2026Q2: 20,544 shares 20,544 $2.03M 0.46% -3,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,145 shares; 2025Q4: 16,635 shares; 2026Q1: 15,276 shares; 2026Q2: 15,714 shares 15,714 $2M 0.45% +438 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: 25,881 shares; 2024Q4: 131,919 shares; 2025Q1: 9,948 shares; 2025Q2: 11,805 shares; 2025Q3: 12,703 shares; 2025Q4: 12,481 shares; 2026Q1: 16,535 shares; 2026Q2: 15,535 shares 15,535 $2M 0.45% -1,000 Timeline CZA 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: 9,821 shares; 2025Q4: 15,926 shares; 2026Q1: 15,254 shares; 2026Q2: 16,047 shares 16,047 $1.97M 0.44% +793 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: 26,776 shares; 2024Q4: 126,940 shares; 2025Q1: 11,493 shares; 2025Q2: 11,521 shares; 2025Q3: 23,167 shares; 2025Q4: 23,042 shares; 2026Q1: 11,863 shares; 2026Q2: 11,765 shares 11,765 $1.95M 0.44% -98 Timeline JPME 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: 9,871 shares; 2025Q4: 16,177 shares; 2026Q1: 14,887 shares; 2026Q2: 15,560 shares 15,560 $1.93M 0.44% +673 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 8,356 shares; 2025Q1: 8,322 shares; 2025Q2: 8,120 shares; 2025Q3: 37,724 shares; 2025Q4: 21,171 shares; 2026Q1: 21,382 shares; 2026Q2: 23,385 shares 23,385 $1.92M 0.43% +2,003 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: 1,252 shares; 2024Q4: 1,252 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 11,746 shares; 2025Q4: 11,837 shares; 2026Q1: 11,838 shares; 2026Q2: 5,578 shares 5,578 $1.92M 0.43% -6,260 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: 22,242 shares; 2024Q4: 135,470 shares; 2025Q1: 21,423 shares; 2025Q2: 21,454 shares; 2025Q3: 21,720 shares; 2025Q4: 19,608 shares; 2026Q1: 19,541 shares; 2026Q2: 19,700 shares 19,700 $1.9M 0.43% +159 Timeline RWL 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: 12,165 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,817 shares; 2026Q1: 14,609 shares; 2026Q2: 14,770 shares 14,770 $1.89M 0.42% +161 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,853 shares; 2025Q4: 34,999 shares; 2026Q1: 34,040 shares; 2026Q2: 35,343 shares 35,343 $1.89M 0.42% +1,303 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: 7,540 shares; 2024Q4: 7,418 shares; 2025Q1: 8,275 shares; 2025Q2: 8,499 shares; 2025Q3: 8,619 shares; 2025Q4: 8,873 shares; 2026Q1: 8,829 shares; 2026Q2: 8,287 shares 8,287 $1.88M 0.42% -542 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: 1,373 shares; 2024Q4: 7,624 shares; 2025Q1: 1,507 shares; 2025Q2: 1,485 shares; 2025Q3: 2,670 shares; 2025Q4: 2,664 shares; 2026Q1: 1,556 shares; 2026Q2: 1,751 shares 1,751 $1.86M 0.42% +195 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: 26,710 shares; 2024Q4: 37,809 shares; 2025Q1: 6,874 shares; 2025Q2: 6,891 shares; 2025Q3: 9,938 shares; 2025Q4: 10,432 shares; 2026Q1: 7,197 shares; 2026Q2: 6,849 shares 6,849 $1.85M 0.42% -348 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,512 shares; 2024Q4: 28,705 shares; 2025Q1: 28,505 shares; 2025Q2: 28,505 shares; 2025Q3: 28,405 shares; 2025Q4: 28,405 shares; 2026Q1: 28,020 shares; 2026Q2: 27,084 shares 27,084 $1.83M 0.41% -936 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: not reported; 2024Q4: 265,692 shares; 2025Q1: 4,675 shares; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: not reported; 2026Q1: 5,608 shares; 2026Q2: 5,304 shares 5,304 $1.81M 0.41% -304 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,783 shares; 2025Q4: 35,425 shares; 2026Q1: 34,361 shares; 2026Q2: 36,271 shares 36,271 $1.76M 0.4% +1,910 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,220 shares; 2024Q4: 6,496 shares; 2025Q1: 5,620 shares; 2025Q2: 5,737 shares; 2025Q3: 17,704 shares; 2025Q4: 18,463 shares; 2026Q1: 17,415 shares; 2026Q2: 20,318 shares 20,318 $1.76M 0.4% +2,903 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,288 shares; 2025Q2: 9,170 shares; 2025Q3: 8,508 shares; 2025Q4: 11,787 shares; 2026Q1: 11,184 shares; 2026Q2: 13,735 shares 13,735 $1.74M 0.39% +2,551 Timeline FDT 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: 11,923 shares; 2025Q4: 18,742 shares; 2026Q1: 17,336 shares; 2026Q2: 18,226 shares 18,226 $1.73M 0.39% +890 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,350 shares; 2024Q4: 16,430 shares; 2025Q1: 16,564 shares; 2025Q2: 16,716 shares; 2025Q3: 30,246 shares; 2025Q4: 30,407 shares; 2026Q1: 30,514 shares; 2026Q2: 30,647 shares 30,647 $1.72M 0.39% +133 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: not reported; 2024Q4: 1,896 shares; 2025Q1: 1,353 shares; 2025Q2: 1,355 shares; 2025Q3: 8,103 shares; 2025Q4: 8,059 shares; 2026Q1: 1,378 shares; 2026Q2: 1,449 shares 1,449 $1.7M 0.38% +71 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,614 shares; 2025Q4: 23,037 shares; 2026Q1: 21,909 shares; 2026Q2: 23,421 shares 23,421 $1.68M 0.38% +1,512 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,369 shares; 2024Q4: 41,369 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,731 shares; 2025Q4: 9,638 shares; 2026Q1: 9,871 shares; 2026Q2: 10,289 shares 10,289 $1.68M 0.38% +418 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,310 shares; 2024Q4: 43,882 shares; 2025Q1: 19,605 shares; 2025Q2: 20,876 shares; 2025Q3: 38,532 shares; 2025Q4: 37,181 shares; 2026Q1: 18,949 shares; 2026Q2: 12,263 shares 12,263 $1.68M 0.38% -6,686 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,189 shares; 2024Q4: 37,182 shares; 2025Q1: 37,464 shares; 2025Q2: 38,318 shares; 2025Q3: 42,323 shares; 2025Q4: 41,015 shares; 2026Q1: 42,777 shares; 2026Q2: 45,661 shares 45,661 $1.67M 0.38% +2,884 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 25,224 shares; 2025Q4: 39,679 shares; 2026Q1: 38,443 shares; 2026Q2: 41,112 shares 41,112 $1.66M 0.37% +2,669 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: 14,432 shares; 2024Q4: 14,832 shares; 2025Q1: 14,534 shares; 2025Q2: 14,540 shares; 2025Q3: 14,635 shares; 2025Q4: 13,942 shares; 2026Q1: 14,838 shares; 2026Q2: 14,917 shares 14,917 $1.65M 0.37% +79 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,063 shares; 2025Q4: 42,445 shares; 2026Q1: 44,516 shares; 2026Q2: 47,217 shares 47,217 $1.61M 0.36% +2,701 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: 28,010 shares; 2025Q1: 11,705 shares; 2025Q2: not reported; 2025Q3: 14,391 shares; 2025Q4: 13,343 shares; 2026Q1: 13,192 shares; 2026Q2: 9,372 shares 9,372 $1.59M 0.36% -3,820 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,420 shares; 2024Q4: 41,786 shares; 2025Q1: 42,064 shares; 2025Q2: 42,315 shares; 2025Q3: 43,317 shares; 2025Q4: 44,675 shares; 2026Q1: 45,041 shares; 2026Q2: 45,419 shares 45,419 $1.57M 0.35% +378 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,003 shares; 2025Q1: 3,756 shares; 2025Q2: 3,761 shares; 2025Q3: 16,121 shares; 2025Q4: 16,133 shares; 2026Q1: 4,025 shares; 2026Q2: 4,191 shares 4,191 $1.57M 0.35% +166 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,818 shares; 2024Q4: 29,536 shares; 2025Q1: 30,477 shares; 2025Q2: 30,117 shares; 2025Q3: 35,951 shares; 2025Q4: 39,682 shares; 2026Q1: 36,598 shares; 2026Q2: 37,609 shares 37,609 $1.54M 0.35% +1,011 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: 3,169 shares; 2024Q4: 58,282 shares; 2025Q1: 3,704 shares; 2025Q2: 3,815 shares; 2025Q3: 3,782 shares; 2025Q4: 3,803 shares; 2026Q1: 3,843 shares; 2026Q2: 3,564 shares 3,564 $1.5M 0.34% -279 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: 1,122 shares; 2024Q4: 44,906 shares; 2025Q1: 2,597 shares; 2025Q2: 2,891 shares; 2025Q3: 5,121 shares; 2025Q4: 4,298 shares; 2026Q1: 1,967 shares; 2026Q2: 1,470 shares 1,470 $1.49M 0.33% -497 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,100 shares; 2024Q4: 16,000 shares; 2025Q1: 16,019 shares; 2025Q2: 16,030 shares; 2025Q3: 15,983 shares; 2025Q4: 16,106 shares; 2026Q1: 16,206 shares; 2026Q2: 15,950 shares 15,950 $1.45M 0.33% -256 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,722 shares; 2024Q4: 9,375 shares; 2025Q1: 9,162 shares; 2025Q2: 9,218 shares; 2025Q3: 9,266 shares; 2025Q4: 8,862 shares; 2026Q1: 8,726 shares; 2026Q2: 8,653 shares 8,653 $1.44M 0.32% -73 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: 18,699 shares; 2024Q4: 21,856 shares; 2025Q1: 1,260 shares; 2025Q2: 2,436 shares; 2025Q3: 5,901 shares; 2025Q4: 5,625 shares; 2026Q1: 2,450 shares; 2026Q2: 3,408 shares 3,408 $1.42M 0.32% +958 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,853 shares; 2024Q4: 13,437 shares; 2025Q1: 14,003 shares; 2025Q2: 14,160 shares; 2025Q3: 17,393 shares; 2025Q4: 20,111 shares; 2026Q1: 18,743 shares; 2026Q2: 19,261 shares 19,261 $1.41M 0.32% +518 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: 33,529 shares; 2024Q4: 226,263 shares; 2025Q1: 3,426 shares; 2025Q2: 3,386 shares; 2025Q3: 10,372 shares; 2025Q4: 10,265 shares; 2026Q1: 3,421 shares; 2026Q2: 5,575 shares 5,575 $1.4M 0.32% +2,154 Timeline SCHZ 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: 25,233 shares; 2024Q4: 59,727 shares; 2025Q1: 66,719 shares; 2025Q2: 57,829 shares; 2025Q3: 59,104 shares; 2025Q4: 54,799 shares; 2026Q1: 56,858 shares; 2026Q2: 60,286 shares 60,286 $1.39M 0.31% +3,428 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: 17,672 shares; 2024Q4: 451,935 shares; 2025Q1: 18,050 shares; 2025Q2: 18,293 shares; 2025Q3: 18,523 shares; 2025Q4: 18,471 shares; 2026Q1: 17,879 shares; 2026Q2: 17,915 shares 17,915 $1.38M 0.31% +36 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: 49,879 shares; 2024Q4: 113,750 shares; 2025Q1: 4,157 shares; 2025Q2: 4,580 shares; 2025Q3: 15,787 shares; 2025Q4: 16,542 shares; 2026Q1: 4,380 shares; 2026Q2: 3,893 shares 3,893 $1.34M 0.3% -487 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares; 2026Q2: 2,035 shares 2,035 $1.3M 0.29% +994 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: 9,420 shares; 2024Q4: 9,598 shares; 2025Q1: 10,666 shares; 2025Q2: 10,695 shares; 2025Q3: 10,019 shares; 2025Q4: 9,480 shares; 2026Q1: 9,557 shares; 2026Q2: 9,337 shares 9,337 $1.28M 0.29% -220 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: 83,288 shares; 2024Q4: 83,944 shares; 2025Q1: 24,923 shares; 2025Q2: 25,829 shares; 2025Q3: 29,374 shares; 2025Q4: 27,406 shares; 2026Q1: 39,800 shares; 2026Q2: 56,188 shares 56,188 $1.28M 0.29% +16,388 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,270 shares; 2025Q4: 23,420 shares; 2026Q1: 22,867 shares; 2026Q2: 23,830 shares 23,830 $1.24M 0.28% +963 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares; 2026Q2: 1,277 shares 1,277 $1.23M 0.28% +523 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,192 shares; 2024Q4: 3,193 shares; 2025Q1: 3,286 shares; 2025Q2: 3,190 shares; 2025Q3: 3,206 shares; 2025Q4: 6,471 shares; 2026Q1: 6,190 shares; 2026Q2: 6,135 shares 6,135 $1.17M 0.26% -55 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 21,894 shares; 2025Q4: 33,743 shares; 2026Q1: 31,074 shares; 2026Q2: 32,597 shares 32,597 $1.17M 0.26% +1,523 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: 30,520 shares; 2024Q4: 45,096 shares; 2025Q1: 19,380 shares; 2025Q2: 19,764 shares; 2025Q3: 49,399 shares; 2025Q4: 49,818 shares; 2026Q1: 20,227 shares; 2026Q2: 20,396 shares 20,396 $1.16M 0.26% +169 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: 17,924 shares; 2024Q4: 17,924 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 24,681 shares; 2025Q4: 24,665 shares; 2026Q1: 948 shares; 2026Q2: 9,697 shares 9,697 $1.16M 0.26% +8,749 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 13,908 shares; 2025Q2: 17,591 shares; 2025Q3: 19,459 shares; 2025Q4: 18,121 shares; 2026Q1: 25,105 shares; 2026Q2: 26,589 shares 26,589 $1.16M 0.26% +1,484 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,022 shares; 2024Q4: 32,240 shares; 2025Q1: 35,229 shares; 2025Q2: 35,660 shares; 2025Q3: 38,070 shares; 2025Q4: 43,999 shares; 2026Q1: 45,574 shares; 2026Q2: 49,431 shares 49,431 $1.11M 0.25% +3,857 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,408 shares; 2025Q1: 2,413 shares; 2025Q2: 2,414 shares; 2025Q3: 2,164 shares; 2025Q4: 6,564 shares; 2026Q1: 3,960 shares; 2026Q2: 2,540 shares 2,540 $1.11M 0.25% -1,420 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: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 7,560 shares; 2025Q2: 8,852 shares; 2025Q3: 9,589 shares; 2025Q4: 9,715 shares; 2026Q1: 10,513 shares; 2026Q2: 10,597 shares 10,597 $1.1M 0.25% +84 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,579 shares; 2025Q4: 18,712 shares; 2026Q1: 2,005 shares; 2026Q2: 7,798 shares 7,798 $1.09M 0.25% +5,793 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: 19,002 shares; 2024Q4: 62,652 shares; 2025Q1: 13,439 shares; 2025Q2: 13,543 shares; 2025Q3: 13,538 shares; 2025Q4: 13,045 shares; 2026Q1: 13,678 shares; 2026Q2: 13,130 shares 13,130 $1.09M 0.24% -548 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,023 shares; 2025Q2: 2,003 shares; 2025Q3: 11,259 shares; 2025Q4: 11,269 shares; 2026Q1: 11,269 shares; 2026Q2: 12,591 shares 12,591 $1.08M 0.24% +1,322 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: 6,161 shares; 2024Q4: 7,219 shares; 2025Q1: 6,618 shares; 2025Q2: 6,675 shares; 2025Q3: 6,668 shares; 2025Q4: 6,620 shares; 2026Q1: 6,605 shares; 2026Q2: 6,619 shares 6,619 $1.07M 0.24% +14 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,537 shares; 2025Q4: 19,537 shares; 2026Q1: 19,537 shares; 2026Q2: 19,537 shares 19,537 $1.07M 0.24% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 7,040 shares; 2025Q1: 1,101 shares; 2025Q2: 4,273 shares; 2025Q3: 1,085 shares; 2025Q4: 1,086 shares; 2026Q1: 1,522 shares; 2026Q2: 2,925 shares 2,925 $1.06M 0.24% +1,403 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,853 shares 3,853 $1.03M 0.23% 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: 26,221 shares; 2024Q4: 106,827 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 5,043 shares; 2025Q4: not reported; 2026Q1: 2,353 shares; 2026Q2: 2,386 shares 2,386 $1.02M 0.23% +33 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,261 shares; 2024Q4: 9,407 shares; 2025Q1: 10,398 shares; 2025Q2: 10,793 shares; 2025Q3: 11,936 shares; 2025Q4: 13,685 shares; 2026Q1: 14,224 shares; 2026Q2: 15,608 shares 15,608 $1.01M 0.23% +1,384 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: 3,639 shares; 2024Q4: 3,644 shares; 2025Q1: 1,185 shares; 2025Q2: 1,192 shares; 2025Q3: 1,024 shares; 2025Q4: 1,030 shares; 2026Q1: 2,764 shares; 2026Q2: 2,810 shares 2,810 $995K 0.22% +46 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,791 shares; 2025Q1: 6,476 shares; 2025Q2: 8,310 shares; 2025Q3: 9,229 shares; 2025Q4: 8,569 shares; 2026Q1: 8,800 shares; 2026Q2: 9,735 shares 9,735 $995K 0.22% +935 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,246 shares; 2024Q4: 17,527 shares; 2025Q1: 20,738 shares; 2025Q2: 15,728 shares; 2025Q3: 12,591 shares; 2025Q4: 11,761 shares; 2026Q1: 12,533 shares; 2026Q2: 20,365 shares 20,365 $940K 0.21% +7,832 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 7,261 shares; 2025Q1: 8,097 shares; 2025Q2: 8,317 shares; 2025Q3: 9,058 shares; 2025Q4: 10,491 shares; 2026Q1: 10,868 shares; 2026Q2: 11,969 shares 11,969 $938K 0.21% +1,101 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: 33,055 shares; 2025Q1: 1,219 shares; 2025Q2: 776 shares; 2025Q3: 9,086 shares; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 1,225 shares 1,225 $935K 0.21% -37 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: 11,096 shares; 2024Q4: 7,603 shares; 2025Q1: 10,634 shares; 2025Q2: 14,306 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,692 shares; 2026Q2: 9,683 shares 9,683 $931K 0.21% -9 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: 10,519 shares; 2024Q4: 113,539 shares; 2025Q1: 2,104 shares; 2025Q2: 1,972 shares; 2025Q3: 2,008 shares; 2025Q4: 1,867 shares; 2026Q1: 1,667 shares; 2026Q2: 1,938 shares 1,938 $926K 0.21% +271 Timeline RSPH 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: 33,010 shares; 2024Q4: 31,900 shares; 2025Q1: 30,880 shares; 2025Q2: 29,780 shares; 2025Q3: 29,210 shares; 2025Q4: 29,110 shares; 2026Q1: 28,895 shares; 2026Q2: 27,830 shares 27,830 $924K 0.21% -1,065 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,809 shares; 2025Q2: 5,658 shares; 2025Q3: 5,760 shares; 2025Q4: 5,726 shares; 2026Q1: 5,452 shares; 2026Q2: 4,896 shares 4,896 $922K 0.21% -556 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,606 shares; 2024Q4: 284,606 shares; 2025Q1: 8,315 shares; 2025Q2: 8,315 shares; 2025Q3: 8,315 shares; 2025Q4: 8,315 shares; 2026Q1: 8,305 shares; 2026Q2: 8,283 shares 8,283 $912K 0.21% -22 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 11,942 shares; 2025Q4: 11,811 shares; 2026Q1: 11,234 shares; 2026Q2: 11,543 shares 11,543 $896K 0.2% +309 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: 7,395 shares; 2024Q4: 293,071 shares; 2025Q1: 6,622 shares; 2025Q2: 6,421 shares; 2025Q3: 6,435 shares; 2025Q4: 6,029 shares; 2026Q1: 5,960 shares; 2026Q2: 5,961 shares 5,961 $884K 0.2% +1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,717 shares; 2024Q4: 300,670 shares; 2025Q1: 5,902 shares; 2025Q2: 5,893 shares; 2025Q3: 5,894 shares; 2025Q4: 4,985 shares; 2026Q1: 4,680 shares; 2026Q2: 4,662 shares 4,662 $877K 0.2% -18 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,941 shares; 2024Q4: 9,311 shares; 2025Q1: 6,857 shares; 2025Q2: 6,857 shares; 2025Q3: 5,657 shares; 2025Q4: 5,657 shares; 2026Q1: 5,657 shares; 2026Q2: 5,418 shares 5,418 $857K 0.19% -239 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,542 shares; 2026Q2: 3,289 shares 3,289 $857K 0.19% -253 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,028 shares; 2024Q4: 1,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,697 shares; 2026Q1: 1,798 shares; 2026Q2: 1,765 shares 1,765 $854K 0.19% -33 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: 1,971 shares; 2024Q4: 1,911 shares; 2025Q1: 2,561 shares; 2025Q2: 2,562 shares; 2025Q3: 10,135 shares; 2025Q4: 10,088 shares; 2026Q1: 10,093 shares; 2026Q2: 10,592 shares 10,592 $853K 0.19% +499 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,770 shares; 2024Q4: 12,670 shares; 2025Q1: 12,270 shares; 2025Q2: 12,270 shares; 2025Q3: 11,970 shares; 2025Q4: 11,555 shares; 2026Q1: 11,555 shares; 2026Q2: 11,305 shares 11,305 $847K 0.19% -250 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: 14,956 shares; 2024Q4: 16,042 shares; 2025Q1: 3,340 shares; 2025Q2: 3,386 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,598 shares; 2026Q2: 2,563 shares 2,563 $846K 0.19% -35 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES 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: 22,295 shares; 2025Q4: 30,132 shares; 2026Q1: 31,154 shares; 2026Q2: 35,369 shares 35,369 $841K 0.19% +4,215 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,619 shares; 2024Q4: 7,260 shares; 2025Q1: 6,980 shares; 2025Q2: 2,983 shares; 2025Q3: 6,635 shares; 2025Q4: 5,616 shares; 2026Q1: 4,175 shares; 2026Q2: 3,533 shares 3,533 $839K 0.19% -642 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 9,080 shares; 2025Q1: 9,080 shares; 2025Q2: 8,880 shares; 2025Q3: 9,030 shares; 2025Q4: 8,687 shares; 2026Q1: 10,161 shares; 2026Q2: 7,819 shares 7,819 $818K 0.18% -2,342 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $817K 0.18% new 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: 9,237 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 9,267 shares; 2026Q1: 9,267 shares; 2026Q2: 9,280 shares 9,280 $814K 0.18% +13 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: 34,815 shares; 2024Q4: 34,939 shares; 2025Q1: 6,222 shares; 2025Q2: 6,147 shares; 2025Q3: 6,107 shares; 2025Q4: 6,163 shares; 2026Q1: 6,179 shares; 2026Q2: 5,988 shares 5,988 $811K 0.18% -191 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: 7,205 shares; 2024Q4: 83,130 shares; 2025Q1: 1,662 shares; 2025Q2: 1,637 shares; 2025Q3: 1,617 shares; 2025Q4: 1,467 shares; 2026Q1: 1,548 shares; 2026Q2: 1,619 shares 1,619 $810K 0.18% +71 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,601 shares; 2024Q4: 42,924 shares; 2025Q1: 41,357 shares; 2025Q2: 41,046 shares; 2025Q3: 41,047 shares; 2025Q4: 40,638 shares; 2026Q1: 40,634 shares; 2026Q2: 40,540 shares 40,540 $805K 0.18% -94 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,764 shares; 2025Q1: not reported; 2025Q2: 3,658 shares; 2025Q3: 3,598 shares; 2025Q4: 3,544 shares; 2026Q1: 3,538 shares; 2026Q2: 3,445 shares 3,445 $803K 0.18% -93 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: 3,875 shares; 2024Q4: 5,170 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,903 shares; 2025Q4: 3,016 shares; 2026Q1: 3,238 shares; 2026Q2: 7,017 shares 7,017 $801K 0.18% +3,779 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 2,942 shares; 2025Q2: 3,550 shares; 2025Q3: 3,914 shares; 2025Q4: 3,767 shares; 2026Q1: 3,779 shares; 2026Q2: 5,556 shares 5,556 $795K 0.18% +1,777 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,726 shares; 2024Q4: 50,543 shares; 2025Q1: 58,542 shares; 2025Q2: 59,627 shares; 2025Q3: 30,334 shares; 2025Q4: 17,735 shares; 2026Q1: 18,593 shares; 2026Q2: 19,375 shares 19,375 $791K 0.18% +782 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: 3,557 shares; 2024Q4: 17,983 shares; 2025Q1: 3,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares; 2026Q1: 2,257 shares; 2026Q2: 2,333 shares 2,333 $789K 0.18% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,094 shares 1,094 $780K 0.18% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 6,093 shares; 2025Q1: 6,461 shares; 2025Q2: 6,466 shares; 2025Q3: 6,616 shares; 2025Q4: 6,897 shares; 2026Q1: 6,997 shares; 2026Q2: 6,105 shares 6,105 $778K 0.18% -892 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: 17,285 shares; 2024Q4: 21,638 shares; 2025Q1: 807 shares; 2025Q2: 826 shares; 2025Q3: 39,649 shares; 2025Q4: 39,576 shares; 2026Q1: 791 shares; 2026Q2: 810 shares 810 $758K 0.17% +19 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: 15,358 shares; 2024Q4: 14,434 shares; 2025Q1: 14,419 shares; 2025Q2: 14,461 shares; 2025Q3: 20,038 shares; 2025Q4: 19,721 shares; 2026Q1: 14,300 shares; 2026Q2: 14,075 shares 14,075 $755K 0.17% -225 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: not reported; 2024Q4: 34,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 326 shares; 2026Q1: 1,540 shares; 2026Q2: 998 shares 998 $754K 0.17% -542 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: 148,418 shares; 2024Q4: 148,909 shares; 2025Q1: 10,033 shares; 2025Q2: 10,782 shares; 2025Q3: 14,907 shares; 2025Q4: 14,605 shares; 2026Q1: 14,486 shares; 2026Q2: 10,505 shares 10,505 $749K 0.17% -3,981 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,648 shares; 2025Q4: 18,016 shares; 2026Q1: 9,176 shares; 2026Q2: 6,407 shares 6,407 $748K 0.17% -2,769 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,320 shares; 2026Q2: 3,903 shares 3,903 $745K 0.17% -417 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,501 shares 1,501 $743K 0.17% new 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: not reported; 2024Q4: 25,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,873 shares; 2026Q2: 3,099 shares 3,099 $737K 0.17% +226 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 6,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,489 shares; 2026Q2: 2,853 shares 2,853 $729K 0.16% +1,364 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,165 shares; 2024Q4: 78,969 shares; 2025Q1: 89,375 shares; 2025Q2: 92,846 shares; 2025Q3: 28,657 shares; 2025Q4: 15,143 shares; 2026Q1: 15,105 shares; 2026Q2: 14,912 shares 14,912 $715K 0.16% -193 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: 4,148 shares; 2024Q4: 4,607 shares; 2025Q1: 4,154 shares; 2025Q2: 4,150 shares; 2025Q3: 4,169 shares; 2025Q4: 4,163 shares; 2026Q1: 4,163 shares; 2026Q2: 4,166 shares 4,166 $707K 0.16% +3 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: 50,311 shares; 2024Q4: 215,471 shares; 2025Q1: 1,774 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,218 shares; 2026Q1: 1,881 shares; 2026Q2: 1,887 shares 1,887 $698K 0.16% +6 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 7,827 shares; 2025Q1: 11,868 shares; 2025Q2: 12,691 shares; 2025Q3: 12,906 shares; 2025Q4: 12,194 shares; 2026Q1: 10,916 shares; 2026Q2: 10,221 shares 10,221 $695K 0.16% -695 Timeline MTGP 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: 7,316 shares; 2025Q2: 9,602 shares; 2025Q3: 10,770 shares; 2025Q4: 9,594 shares; 2026Q1: 14,041 shares; 2026Q2: 15,736 shares 15,736 $695K 0.16% +1,695 Timeline QGRW 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: 7,150 shares; 2025Q3: 8,232 shares; 2025Q4: 6,373 shares; 2026Q1: 8,438 shares; 2026Q2: 10,389 shares 10,389 $686K 0.15% +1,951 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,591 shares; 2024Q4: 9,602 shares; 2025Q1: 6,859 shares; 2025Q2: 14,601 shares; 2025Q3: 19,383 shares; 2025Q4: 17,339 shares; 2026Q1: 14,924 shares; 2026Q2: 14,224 shares 14,224 $683K 0.15% -700 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 4,954 shares; 2025Q1: not reported; 2025Q2: 6,253 shares; 2025Q3: 6,563 shares; 2025Q4: 4,211 shares; 2026Q1: 5,059 shares; 2026Q2: 6,310 shares 6,310 $683K 0.15% +1,251 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,780 shares; 2024Q4: 80,392 shares; 2025Q1: 93,763 shares; 2025Q2: 98,073 shares; 2025Q3: 133,096 shares; 2025Q4: 120,843 shares; 2026Q1: 16,137 shares; 2026Q2: 15,792 shares 15,792 $682K 0.15% -345 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,889 shares; 2024Q4: 127,175 shares; 2025Q1: 137,183 shares; 2025Q2: 137,848 shares; 2025Q3: 55,016 shares; 2025Q4: 28,879 shares; 2026Q1: 30,333 shares; 2026Q2: 30,118 shares 30,118 $682K 0.15% -215 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,329 shares; 2024Q4: 44,524 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 2,331 shares; 2025Q4: 2,422 shares; 2026Q1: 2,903 shares; 2026Q2: 5,481 shares 5,481 $682K 0.15% +2,578 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,502 shares; 2024Q4: 11,388 shares; 2025Q1: 6,919 shares; 2025Q2: 7,566 shares; 2025Q3: 8,260 shares; 2025Q4: 6,466 shares; 2026Q1: 7,544 shares; 2026Q2: 7,121 shares 7,121 $681K 0.15% -423 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 4,209 shares; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,950 shares; 2025Q4: 2,948 shares; 2026Q1: 2,977 shares; 2026Q2: 2,967 shares 2,967 $681K 0.15% -10 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,681 shares; 2024Q4: 6,681 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares; 2026Q2: 4,719 shares 4,719 $677K 0.15% -1,610 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: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $672K 0.15% 0 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: 11,426 shares; 2024Q4: 11,597 shares; 2025Q1: 10,777 shares; 2025Q2: 10,589 shares; 2025Q3: 10,943 shares; 2025Q4: 8,366 shares; 2026Q1: 8,413 shares; 2026Q2: 8,481 shares 8,481 $670K 0.15% +68 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,527 shares; 2024Q4: 11,653 shares; 2025Q1: 16,057 shares; 2025Q2: 16,157 shares; 2025Q3: 16,145 shares; 2025Q4: 16,115 shares; 2026Q1: 16,216 shares; 2026Q2: 16,274 shares 16,274 $662K 0.15% +58 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: 16,119 shares; 2024Q4: 45,301 shares; 2025Q1: 2,388 shares; 2025Q2: 7,645 shares; 2025Q3: 8,615 shares; 2025Q4: 7,570 shares; 2026Q1: 6,391 shares; 2026Q2: 6,453 shares 6,453 $659K 0.15% +62 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: 11,652 shares; 2024Q4: 15,413 shares; 2025Q1: 4,884 shares; 2025Q2: 6,193 shares; 2025Q3: 7,006 shares; 2025Q4: 7,030 shares; 2026Q1: 11,836 shares; 2026Q2: 4,474 shares 4,474 $656K 0.15% -7,362 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: not reported; 2024Q4: 13,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,680 shares 4,680 $653K 0.15% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 8,271 shares; 2025Q1: 1,550 shares; 2025Q2: 1,813 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares; 2026Q2: 1,420 shares 1,420 $652K 0.15% -173 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: 36,435 shares; 2024Q4: 36,441 shares; 2025Q1: 34,010 shares; 2025Q2: 34,016 shares; 2025Q3: 46,308 shares; 2025Q4: 46,314 shares; 2026Q1: 34,035 shares; 2026Q2: 34,041 shares 34,041 $651K 0.15% +6 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 7,408 shares; 2025Q3: 9,367 shares; 2025Q4: 7,977 shares; 2026Q1: 9,475 shares; 2026Q2: 13,708 shares 13,708 $643K 0.14% +4,233 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: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 1,693 shares; 2025Q3: 3,574 shares; 2025Q4: 3,618 shares; 2026Q1: 1,570 shares; 2026Q2: 2,282 shares 2,282 $642K 0.14% +712 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,561 shares; 2026Q2: 3,723 shares 3,723 $641K 0.14% -2,838 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: 18,696 shares; 2024Q4: 31,983 shares; 2025Q1: 5,173 shares; 2025Q2: 4,797 shares; 2025Q3: 11,009 shares; 2025Q4: 8,991 shares; 2026Q1: 2,862 shares; 2026Q2: 2,863 shares 2,863 $641K 0.14% +1 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: 82,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,142 shares 2,142 $638K 0.14% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697 shares; 2024Q4: 701 shares; 2025Q1: 703 shares; 2025Q2: 702 shares; 2025Q3: 9,258 shares; 2025Q4: 9,325 shares; 2026Q1: 9,393 shares; 2026Q2: 927 shares 927 $636K 0.14% -8,466 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,240 shares; 2024Q4: 34,934 shares; 2025Q1: 35,556 shares; 2025Q2: 36,467 shares; 2025Q3: 21,947 shares; 2025Q4: 11,930 shares; 2026Q1: 11,678 shares; 2026Q2: 11,467 shares 11,467 $626K 0.14% -211 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,491 shares; 2024Q4: 16,320 shares; 2025Q1: 16,442 shares; 2025Q2: 16,906 shares; 2025Q3: 16,914 shares; 2025Q4: 16,920 shares; 2026Q1: 16,994 shares; 2026Q2: 17,003 shares 17,003 $625K 0.14% +9 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 11,055 shares; 2026Q2: 11,010 shares 11,010 $623K 0.14% -45 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,617 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,469 shares 3,469 $623K 0.14% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 2,227 shares; 2025Q3: 2,428 shares; 2025Q4: 1,699 shares; 2026Q1: 2,079 shares; 2026Q2: 2,821 shares 2,821 $616K 0.14% +742 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: 11,705 shares; 2024Q4: 58,894 shares; 2025Q1: 11,035 shares; 2025Q2: 13,964 shares; 2025Q3: 12,780 shares; 2025Q4: 11,109 shares; 2026Q1: 8,895 shares; 2026Q2: 7,413 shares 7,413 $614K 0.14% -1,482 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,024 shares 2,024 $613K 0.14% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,104 shares 2,104 $609K 0.14% new 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: 3,076 shares; 2024Q4: 2,781 shares; 2025Q1: 2,852 shares; 2025Q2: 2,902 shares; 2025Q3: 2,979 shares; 2025Q4: 5,973 shares; 2026Q1: 5,701 shares; 2026Q2: 5,193 shares 5,193 $609K 0.14% -508 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,105 shares; 2025Q1: 1,534 shares; 2025Q2: 1,993 shares; 2025Q3: 2,189 shares; 2025Q4: 2,003 shares; 2026Q1: 1,176 shares; 2026Q2: 1,145 shares 1,145 $606K 0.14% -31 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,093 shares; 2025Q1: 6,362 shares; 2025Q2: 7,345 shares; 2025Q3: 8,567 shares; 2025Q4: 7,439 shares; 2026Q1: 7,603 shares; 2026Q2: 8,800 shares 8,800 $603K 0.14% +1,197 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY 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: 18,059 shares; 2025Q4: 20,544 shares; 2026Q1: 20,240 shares; 2026Q2: 20,740 shares 20,740 $603K 0.14% +500 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,777 shares; 2026Q1: 973 shares; 2026Q2: 436 shares 436 $602K 0.14% -537 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: 7,542 shares; 2024Q4: 7,542 shares; 2025Q1: 7,049 shares; 2025Q2: 7,059 shares; 2025Q3: 7,882 shares; 2025Q4: 7,897 shares; 2026Q1: 8,778 shares; 2026Q2: 8,795 shares 8,795 $602K 0.14% +17 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,597 shares 4,597 $600K 0.14% new 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: not reported; 2024Q4: 11,663 shares; 2025Q1: not reported; 2025Q2: 2,653 shares; 2025Q3: 75,480 shares; 2025Q4: 75,433 shares; 2026Q1: 13,615 shares; 2026Q2: 8,281 shares 8,281 $598K 0.13% -5,334 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,802 shares; 2024Q4: 35,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares; 2026Q2: 3,514 shares 3,514 $594K 0.13% +2,277 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,154 shares 5,154 $592K 0.13% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,861 shares; 2024Q4: 17,423 shares; 2025Q1: 17,418 shares; 2025Q2: 17,208 shares; 2025Q3: 17,396 shares; 2025Q4: 19,946 shares; 2026Q1: 20,115 shares; 2026Q2: 19,992 shares 19,992 $588K 0.13% -123 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,552 shares; 2024Q4: 18,966 shares; 2025Q1: 19,549 shares; 2025Q2: 20,805 shares; 2025Q3: 21,069 shares; 2025Q4: 15,946 shares; 2026Q1: 16,501 shares; 2026Q2: 15,556 shares 15,556 $587K 0.13% -945 Timeline SOXX 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: 709 shares; 2026Q2: 911 shares 911 $584K 0.13% +202 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,661 shares 1,661 $581K 0.13% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,228 shares; 2024Q4: 10,277 shares; 2025Q1: 10,430 shares; 2025Q2: 10,070 shares; 2025Q3: 9,970 shares; 2025Q4: 9,728 shares; 2026Q1: 10,245 shares; 2026Q2: 10,250 shares 10,250 $580K 0.13% +5 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: 15,449 shares; 2024Q4: 17,509 shares; 2025Q1: 1,369 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,384 shares; 2026Q2: 1,458 shares 1,458 $579K 0.13% +74 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,456 shares 36,456 $579K 0.13% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 3,708 shares; 2026Q2: 4,747 shares 4,747 $576K 0.13% +1,039 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: 7,212 shares; 2024Q4: 7,198 shares; 2025Q1: 7,198 shares; 2025Q2: 7,323 shares; 2025Q3: 7,287 shares; 2025Q4: 7,031 shares; 2026Q1: 7,091 shares; 2026Q2: 6,882 shares 6,882 $572K 0.13% -209 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,117 shares; 2025Q4: 3,247 shares; 2026Q1: 2,143 shares; 2026Q2: 2,011 shares 2,011 $569K 0.13% -132 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: 4,025 shares; 2024Q4: 36,885 shares; 2025Q1: 3,752 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,473 shares 5,473 $566K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,123 shares 9,123 $557K 0.13% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,320 shares; 2026Q1: 2,331 shares; 2026Q2: 2,332 shares 2,332 $555K 0.12% +1 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: 6,416 shares; 2024Q4: 6,376 shares; 2025Q1: 6,179 shares; 2025Q2: 6,199 shares; 2025Q3: 6,311 shares; 2025Q4: 12,319 shares; 2026Q1: 12,319 shares; 2026Q2: 10,894 shares 10,894 $554K 0.12% -1,425 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,768 shares; 2025Q1: 1,076 shares; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 2,254 shares; 2026Q2: 2,399 shares 2,399 $552K 0.12% +145 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: 100,500 shares; 2024Q4: 100,886 shares; 2025Q1: 110,384 shares; 2025Q2: 114,908 shares; 2025Q3: 45,799 shares; 2025Q4: 20,883 shares; 2026Q1: 20,748 shares; 2026Q2: 19,257 shares 19,257 $551K 0.12% -1,491 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,092 shares 16,092 $546K 0.12% new 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: 1,384 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $546K 0.12% 0 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: 18,718 shares; 2024Q4: 19,867 shares; 2025Q1: 2,029 shares; 2025Q2: 1,976 shares; 2025Q3: 2,047 shares; 2025Q4: 1,956 shares; 2026Q1: 1,993 shares; 2026Q2: 2,001 shares 2,001 $544K 0.12% +8 Timeline RSPF 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: 7,975 shares; 2024Q4: 7,704 shares; 2025Q1: 7,704 shares; 2025Q2: 7,598 shares; 2025Q3: 7,302 shares; 2025Q4: 7,202 shares; 2026Q1: 7,202 shares; 2026Q2: 6,985 shares 6,985 $542K 0.12% -217 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,399 shares 1,399 $541K 0.12% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,684 shares 3,684 $539K 0.12% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,125 shares; 2026Q1: 1,512 shares; 2026Q2: 1,602 shares 1,602 $536K 0.12% +90 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: 10,531 shares; 2024Q4: 10,531 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 5,606 shares; 2025Q4: 5,506 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $530K 0.12% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 4,989 shares; 2025Q1: 5,737 shares; 2025Q2: 5,633 shares; 2025Q3: 5,898 shares; 2025Q4: 4,779 shares; 2026Q1: 5,137 shares; 2026Q2: 5,588 shares 5,588 $528K 0.12% +451 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares; 2026Q2: 2,940 shares 2,940 $522K 0.12% +56 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: 2,878 shares; 2024Q4: 84,191 shares; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 271 shares; 2025Q4: 266 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $519K 0.12% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 418 shares; 2026Q1: 1,647 shares; 2026Q2: 1,007 shares 1,007 $519K 0.12% -640 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: not reported; 2024Q4: 72,478 shares; 2025Q1: 1,657 shares; 2025Q2: 1,694 shares; 2025Q3: 4,944 shares; 2025Q4: 5,048 shares; 2026Q1: 2,702 shares; 2026Q2: 2,725 shares 2,725 $517K 0.12% +23 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,547 shares; 2024Q4: 5,553 shares; 2025Q1: 5,714 shares; 2025Q2: 5,443 shares; 2025Q3: 5,460 shares; 2025Q4: 5,537 shares; 2026Q1: 5,487 shares; 2026Q2: 5,487 shares 5,487 $512K 0.12% 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: 4,631 shares; 2024Q4: 4,642 shares; 2025Q1: 5,612 shares; 2025Q2: 6,046 shares; 2025Q3: 5,501 shares; 2025Q4: 3,634 shares; 2026Q1: 3,565 shares; 2026Q2: 2,313 shares 2,313 $507K 0.11% -1,252 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 2,711 shares; 2026Q1: 2,606 shares; 2026Q2: 2,566 shares 2,566 $500K 0.11% -40 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 1,618 shares; 2025Q4: 1,032 shares; 2026Q1: 1,506 shares; 2026Q2: 2,061 shares 2,061 $494K 0.11% +555 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,288 shares; 2024Q4: 34,734 shares; 2025Q1: 35,574 shares; 2025Q2: 36,066 shares; 2025Q3: 17,187 shares; 2025Q4: 6,447 shares; 2026Q1: 5,770 shares; 2026Q2: 5,478 shares 5,478 $492K 0.11% -292 Timeline BWZ 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: 13,529 shares; 2026Q1: 14,743 shares; 2026Q2: 18,397 shares 18,397 $492K 0.11% +3,654 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: 15,937 shares; 2024Q4: 19,393 shares; 2025Q1: not reported; 2025Q2: 1,593 shares; 2025Q3: 1,175 shares; 2025Q4: not reported; 2026Q1: 3,168 shares; 2026Q2: 1,232 shares 1,232 $490K 0.11% -1,936 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,445 shares; 2025Q1: 4,497 shares; 2025Q2: 4,495 shares; 2025Q3: 4,482 shares; 2025Q4: 4,507 shares; 2026Q1: 4,522 shares; 2026Q2: 4,260 shares 4,260 $488K 0.11% -262 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 14,625 shares; 2025Q4: 13,110 shares; 2026Q1: 6,530 shares; 2026Q2: 5,962 shares 5,962 $484K 0.11% -568 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,077 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,130 shares; 2026Q1: 2,092 shares; 2026Q2: 2,116 shares 2,116 $471K 0.11% +24 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,832 shares; 2026Q2: 6,159 shares 6,159 $469K 0.11% +2,327 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: 82,232 shares; 2024Q4: 82,218 shares; 2025Q1: 2,236 shares; 2025Q2: 2,233 shares; 2025Q3: 11,544 shares; 2025Q4: 11,615 shares; 2026Q1: 2,339 shares; 2026Q2: 2,192 shares 2,192 $466K 0.11% -147 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $466K 0.1% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 55,563 shares; 2025Q1: 5,552 shares; 2025Q2: 5,552 shares; 2025Q3: 5,564 shares; 2025Q4: 5,583 shares; 2026Q1: 6,154 shares; 2026Q2: 5,541 shares 5,541 $463K 0.1% -613 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares; 2026Q1: 9,280 shares; 2026Q2: 9,288 shares 9,288 $463K 0.1% +8 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: 12,877 shares; 2024Q4: 115,895 shares; 2025Q1: 7,705 shares; 2025Q2: 7,917 shares; 2025Q3: 23,149 shares; 2025Q4: 25,111 shares; 2026Q1: 6,508 shares; 2026Q2: 5,665 shares 5,665 $460K 0.1% -843 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 104,614 shares; 2025Q1: 2,425 shares; 2025Q2: 2,422 shares; 2025Q3: 8,275 shares; 2025Q4: 8,280 shares; 2026Q1: 2,073 shares; 2026Q2: 2,069 shares 2,069 $456K 0.1% -4 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,327 shares; 2024Q4: 66,541 shares; 2025Q1: 68,189 shares; 2025Q2: 69,125 shares; 2025Q3: 32,723 shares; 2025Q4: 12,270 shares; 2026Q1: 10,977 shares; 2026Q2: 10,388 shares 10,388 $450K 0.1% -589 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,636 shares; 2024Q4: 61,481 shares; 2025Q1: 62,778 shares; 2025Q2: 63,496 shares; 2025Q3: 30,079 shares; 2025Q4: 11,338 shares; 2026Q1: 10,169 shares; 2026Q2: 9,650 shares 9,650 $447K 0.1% -519 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: 4,867 shares; 2024Q4: 14,673 shares; 2025Q1: 14,673 shares; 2025Q2: 14,519 shares; 2025Q3: 14,365 shares; 2025Q4: 14,209 shares; 2026Q1: 14,167 shares; 2026Q2: 14,025 shares 14,025 $436K 0.1% -142 Timeline PPTY 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: 69,025 shares; 2024Q4: 69,037 shares; 2025Q1: 74,347 shares; 2025Q2: 76,899 shares; 2025Q3: 31,876 shares; 2025Q4: 13,648 shares; 2026Q1: 13,359 shares; 2026Q2: 12,612 shares 12,612 $432K 0.1% -747 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: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 861 shares; 2026Q1: 897 shares; 2026Q2: 822 shares 822 $429K 0.1% -75 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,822 shares; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 339 shares; 2026Q1: 3,462 shares; 2026Q2: 1,637 shares 1,637 $427K 0.1% -1,825 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: 5,564 shares; 2024Q4: 6,081 shares; 2025Q1: 5,561 shares; 2025Q2: 5,882 shares; 2025Q3: 5,868 shares; 2025Q4: 5,577 shares; 2026Q1: 5,459 shares; 2026Q2: 5,613 shares 5,613 $424K 0.1% +154 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,413 shares 5,413 $417K 0.09% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,891 shares; 2024Q4: 13,281 shares; 2025Q1: 8,891 shares; 2025Q2: 8,891 shares; 2025Q3: 8,891 shares; 2025Q4: 8,391 shares; 2026Q1: 8,391 shares; 2026Q2: 8,406 shares 8,406 $415K 0.09% +15 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: 15,911 shares; 2024Q4: 15,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,391 shares 1,391 $415K 0.09% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,079 shares; 2026Q2: 22,689 shares 22,689 $410K 0.09% -11,390 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: 7,731 shares; 2024Q4: 9,560 shares; 2025Q1: 11,161 shares; 2025Q2: 11,614 shares; 2025Q3: 12,445 shares; 2025Q4: 12,628 shares; 2026Q1: 7,227 shares; 2026Q2: 6,735 shares 6,735 $409K 0.09% -492 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; 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: 27,317 shares 27,317 $408K 0.09% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,344 shares 6,344 $407K 0.09% new Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,996 shares 7,996 $389K 0.09% new 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: 6,629 shares; 2026Q1: 7,673 shares; 2026Q2: 8,419 shares 8,419 $389K 0.09% +746 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,163 shares; 2024Q4: 24,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,427 shares 6,427 $388K 0.09% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,674 shares; 2026Q2: 10,584 shares 10,584 $387K 0.09% +2,910 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 474 shares; 2025Q1: 604 shares; 2025Q2: 531 shares; 2025Q3: 540 shares; 2025Q4: 541 shares; 2026Q1: 542 shares; 2026Q2: 545 shares 545 $384K 0.09% +3 Timeline WIP 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: 9,711 shares; 2024Q4: 10,274 shares; 2025Q1: 11,952 shares; 2025Q2: 12,383 shares; 2025Q3: 12,881 shares; 2025Q4: 11,548 shares; 2026Q1: 10,938 shares; 2026Q2: 9,726 shares 9,726 $383K 0.09% -1,212 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: 10,886 shares; 2024Q4: 128,294 shares; 2025Q1: 5,975 shares; 2025Q2: 2,211 shares; 2025Q3: 13,632 shares; 2025Q4: 12,703 shares; 2026Q1: not reported; 2026Q2: 3,964 shares 3,964 $382K 0.09% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 4,427 shares; 2025Q1: 4,651 shares; 2025Q2: 4,433 shares; 2025Q3: 4,462 shares; 2025Q4: 4,458 shares; 2026Q1: 4,444 shares; 2026Q2: 4,641 shares 4,641 $377K 0.08% +197 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 1,692 shares 1,692 $376K 0.08% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,195 shares; 2026Q2: 4,206 shares 4,206 $376K 0.08% +11 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,883 shares; 2026Q2: 2,133 shares 2,133 $375K 0.08% +250 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: 10,465 shares; 2024Q4: 10,839 shares; 2025Q1: 10,733 shares; 2025Q2: 10,551 shares; 2025Q3: 10,660 shares; 2025Q4: 10,392 shares; 2026Q1: 10,677 shares; 2026Q2: 10,238 shares 10,238 $371K 0.08% -439 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,705 shares; 2025Q2: 2,875 shares; 2025Q3: 2,108 shares; 2025Q4: not reported; 2026Q1: 4,112 shares; 2026Q2: 2,415 shares 2,415 $368K 0.08% -1,697 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,388 shares; 2026Q2: 2,336 shares 2,336 $367K 0.08% -52 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,309 shares; 2024Q4: 22,309 shares; 2025Q1: 22,309 shares; 2025Q2: 22,309 shares; 2025Q3: 22,309 shares; 2025Q4: 15,130 shares; 2026Q1: 15,130 shares; 2026Q2: 15,130 shares 15,130 $367K 0.08% 0 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,299 shares 7,299 $364K 0.08% new 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: 6,848 shares; 2024Q4: 14,759 shares; 2025Q1: 14,064 shares; 2025Q2: 13,915 shares; 2025Q3: 13,858 shares; 2025Q4: 14,647 shares; 2026Q1: 14,740 shares; 2026Q2: 14,885 shares 14,885 $359K 0.08% +145 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,682 shares; 2025Q4: 1,238 shares; 2026Q1: 1,239 shares; 2026Q2: 1,279 shares 1,279 $356K 0.08% +40 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,417 shares; 2024Q4: 39,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,473 shares; 2025Q4: 8,503 shares; 2026Q1: 8,505 shares; 2026Q2: 10,937 shares 10,937 $356K 0.08% +2,432 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: not reported; 2025Q4: 3,069 shares; 2026Q1: 4,868 shares; 2026Q2: 3,691 shares 3,691 $356K 0.08% -1,177 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,882 shares; 2025Q3: 9,257 shares; 2025Q4: 8,075 shares; 2026Q1: 8,648 shares; 2026Q2: 10,359 shares 10,359 $356K 0.08% +1,711 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,415 shares; 2025Q3: 2,744 shares; 2025Q4: 2,549 shares; 2026Q1: 3,355 shares; 2026Q2: 3,528 shares 3,528 $354K 0.08% +173 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,365 shares 12,365 $347K 0.08% new 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: not reported; 2024Q4: 206,218 shares; 2025Q1: 382 shares; 2025Q2: 215 shares; 2025Q3: 355 shares; 2025Q4: 1,340 shares; 2026Q1: not reported; 2026Q2: 3,487 shares 3,487 $346K 0.08% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,420 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,513 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares; 2026Q2: 1,515 shares 1,515 $344K 0.08% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,483 shares; 2026Q2: 8,030 shares 8,030 $343K 0.08% -11,453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $341K 0.08% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 12,998 shares; 2025Q3: 14,286 shares; 2025Q4: 11,143 shares; 2026Q1: 11,678 shares; 2026Q2: 7,419 shares 7,419 $338K 0.08% -4,259 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 2,387 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,129 shares; 2025Q4: 1,126 shares; 2026Q1: 1,125 shares; 2026Q2: 1,126 shares 1,126 $332K 0.07% +1 Timeline FNX 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: 15,586 shares; 2024Q4: 14,172 shares; 2025Q1: 14,501 shares; 2025Q2: 14,716 shares; 2025Q3: 7,588 shares; 2025Q4: 2,664 shares; 2026Q1: 2,382 shares; 2026Q2: 2,266 shares 2,266 $332K 0.07% -116 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: 1,056 shares; 2025Q1: 1,403 shares; 2025Q2: 1,257 shares; 2025Q3: 1,435 shares; 2025Q4: 1,238 shares; 2026Q1: 1,093 shares; 2026Q2: 1,087 shares 1,087 $329K 0.07% -6 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 556 shares; 2026Q1: 554 shares; 2026Q2: 571 shares 571 $329K 0.07% +17 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: 6,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,828 shares 1,828 $322K 0.07% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES 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: 21,368 shares; 2026Q2: 18,350 shares 18,350 $321K 0.07% -3,018 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares 1,793 $317K 0.07% new 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: 10,266 shares; 2024Q4: 49,622 shares; 2025Q1: 10,572 shares; 2025Q2: 10,838 shares; 2025Q3: 12,310 shares; 2025Q4: 10,733 shares; 2026Q1: 8,908 shares; 2026Q2: 13,097 shares 13,097 $315K 0.07% +4,189 Timeline QVMM 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: 57,263 shares; 2024Q4: 54,210 shares; 2025Q1: 55,613 shares; 2025Q2: 56,526 shares; 2025Q3: 27,615 shares; 2025Q4: 10,347 shares; 2026Q1: 9,198 shares; 2026Q2: 8,712 shares 8,712 $314K 0.07% -486 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,959 shares; 2025Q4: 3,653 shares; 2026Q1: 2,979 shares; 2026Q2: 1,279 shares 1,279 $310K 0.07% -1,700 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,384 shares; 2026Q2: 12,093 shares 12,093 $309K 0.07% +3,709 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,356 shares 8,356 $309K 0.07% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,014 shares 4,014 $307K 0.07% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,205 shares; 2026Q2: 8,125 shares 8,125 $306K 0.07% +920 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115,668 shares; 2025Q1: 6,599 shares; 2025Q2: 4,981 shares; 2025Q3: 6,334 shares; 2025Q4: 6,348 shares; 2026Q1: 6,728 shares; 2026Q2: 6,025 shares 6,025 $304K 0.07% -703 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: 7,535 shares; 2024Q4: 9,038 shares; 2025Q1: 1,913 shares; 2025Q2: 1,715 shares; 2025Q3: 6,632 shares; 2025Q4: 5,052 shares; 2026Q1: 1,634 shares; 2026Q2: 2,318 shares 2,318 $301K 0.07% +684 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,791 shares 5,791 $301K 0.07% new Timeline RMIF 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: 83,449 shares; 2024Q4: 88,667 shares; 2025Q1: 101,285 shares; 2025Q2: 106,132 shares; 2025Q3: 116,987 shares; 2025Q4: 10,799 shares; 2026Q1: 12,136 shares; 2026Q2: 12,427 shares 12,427 $300K 0.07% +291 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: 6,508 shares; 2024Q4: 6,508 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,257 shares; 2026Q1: 1,260 shares; 2026Q2: 1,261 shares 1,261 $298K 0.07% +1 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS 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: not reported; 2026Q1: not reported; 2026Q2: 9,828 shares 9,828 $298K 0.07% new 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: not reported; 2024Q4: 19,729 shares; 2025Q1: 10,407 shares; 2025Q2: 9,750 shares; 2025Q3: 14,624 shares; 2025Q4: 8,349 shares; 2026Q1: 6,142 shares; 2026Q2: 1,924 shares 1,924 $296K 0.07% -4,218 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 6,581 shares; 2025Q1: 8,640 shares; 2025Q2: 9,616 shares; 2025Q3: 9,881 shares; 2025Q4: 9,303 shares; 2026Q1: 9,459 shares; 2026Q2: 5,555 shares 5,555 $291K 0.07% -3,904 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,027 shares; 2024Q4: 12,270 shares; 2025Q1: 12,842 shares; 2025Q2: 15,602 shares; 2025Q3: 12,224 shares; 2025Q4: 11,625 shares; 2026Q1: 12,796 shares; 2026Q2: 11,338 shares 11,338 $289K 0.07% -1,458 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,244 shares; 2026Q1: 2,612 shares; 2026Q2: 2,828 shares 2,828 $288K 0.06% +216 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,697 shares; 2025Q2: 12,757 shares; 2025Q3: 12,815 shares; 2025Q4: 12,876 shares; 2026Q1: 12,945 shares; 2026Q2: 13,011 shares 13,011 $287K 0.06% +66 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,455 shares 5,455 $286K 0.06% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 9,524 shares; 2025Q4: 9,475 shares; 2026Q1: 13,181 shares; 2026Q2: 11,386 shares 11,386 $285K 0.06% -1,795 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,727 shares; 2025Q2: 14,143 shares; 2025Q3: 16,702 shares; 2025Q4: 11,144 shares; 2026Q1: not reported; 2026Q2: 10,504 shares 10,504 $285K 0.06% new 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: 5,525 shares; 2024Q4: 5,620 shares; 2025Q1: 5,597 shares; 2025Q2: 5,538 shares; 2025Q3: 5,584 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares; 2026Q2: 5,682 shares 5,682 $283K 0.06% +5 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,960 shares; 2025Q4: 10,375 shares; 2026Q1: 8,177 shares; 2026Q2: 3,029 shares 3,029 $283K 0.06% -5,148 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,539 shares; 2025Q4: 3,075 shares; 2026Q1: not reported; 2026Q2: 5,390 shares 5,390 $282K 0.06% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $281K 0.06% new 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: not reported; 2024Q4: 46,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $281K 0.06% new Timeline FLQM 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: 30,467 shares; 2024Q4: 28,793 shares; 2025Q1: 29,442 shares; 2025Q2: 29,809 shares; 2025Q3: 14,656 shares; 2025Q4: 5,506 shares; 2026Q1: 4,934 shares; 2026Q2: 4,808 shares 4,808 $278K 0.06% -126 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,880 shares; 2024Q4: not reported; 2025Q1: 6,132 shares; 2025Q2: 6,094 shares; 2025Q3: 6,072 shares; 2025Q4: 6,059 shares; 2026Q1: 6,054 shares; 2026Q2: 6,058 shares 6,058 $277K 0.06% +4 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,449 shares 9,449 $276K 0.06% new Timeline MBI MBIA INC More: the full row for MBIA 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: 42,300 shares 42,300 $276K 0.06% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,385 shares; 2024Q4: 16,261 shares; 2025Q1: 14,720 shares; 2025Q2: 15,674 shares; 2025Q3: 13,125 shares; 2025Q4: 10,630 shares; 2026Q1: 11,257 shares; 2026Q2: 10,723 shares 10,723 $275K 0.06% -534 Timeline OSPN ONESPAN INC More: the full row for ONESPAN 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: 19,150 shares 19,150 $275K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,132 shares; 2024Q4: 47,791 shares; 2025Q1: 4,354 shares; 2025Q2: 3,136 shares; 2025Q3: 6,260 shares; 2025Q4: 6,113 shares; 2026Q1: 2,984 shares; 2026Q2: 3,005 shares 3,005 $273K 0.06% +21 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: not reported; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $272K 0.06% new Timeline RSPD 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: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,410 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares; 2026Q2: 4,858 shares 4,858 $272K 0.06% -258 Timeline PSI 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: 1,434 shares 1,434 $269K 0.06% new 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: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,491 shares; 2026Q2: 1,664 shares 1,664 $269K 0.06% -827 Timeline FLSP 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: 37,558 shares; 2024Q4: 38,283 shares; 2025Q1: 41,995 shares; 2025Q2: 44,670 shares; 2025Q3: 17,043 shares; 2025Q4: 8,489 shares; 2026Q1: 9,736 shares; 2026Q2: 9,696 shares 9,696 $268K 0.06% -40 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: 1,899 shares; 2024Q4: 70,230 shares; 2025Q1: 1,939 shares; 2025Q2: 2,453 shares; 2025Q3: 2,973 shares; 2025Q4: 2,891 shares; 2026Q1: 3,262 shares; 2026Q2: 1,307 shares 1,307 $268K 0.06% -1,955 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $268K 0.06% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,556 shares 1,556 $266K 0.06% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,001 shares 5,001 $264K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,890 shares; 2025Q1: 1,965 shares; 2025Q2: 2,258 shares; 2025Q3: 1,479 shares; 2025Q4: 1,807 shares; 2026Q1: 799 shares; 2026Q2: 513 shares 513 $263K 0.06% -286 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 4,907 shares; 2025Q4: 5,047 shares; 2026Q1: 4,952 shares; 2026Q2: 4,982 shares 4,982 $263K 0.06% +30 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares; 2026Q2: 3,426 shares 3,426 $263K 0.06% +425 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,846 shares; 2025Q4: 14,076 shares; 2026Q1: 11,229 shares; 2026Q2: 5,000 shares 5,000 $261K 0.06% -6,229 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares; 2026Q2: 613 shares 613 $260K 0.06% -391 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,495 shares; 2025Q4: 6,332 shares; 2026Q1: 6,492 shares; 2026Q2: 4,892 shares 4,892 $258K 0.06% -1,600 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,620 shares; 2026Q2: 2,613 shares 2,613 $258K 0.06% -7 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,781 shares 15,781 $258K 0.06% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,431 shares 1,431 $257K 0.06% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,536 shares; 2025Q1: 7,676 shares; 2025Q2: 7,486 shares; 2025Q3: 7,418 shares; 2025Q4: 5,589 shares; 2026Q1: 5,903 shares; 2026Q2: 5,752 shares 5,752 $257K 0.06% -151 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 1,495 shares; 2026Q2: 1,526 shares 1,526 $256K 0.06% +31 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,048 shares; 2025Q1: 3,265 shares; 2025Q2: 1,379 shares; 2025Q3: 1,205 shares; 2025Q4: 1,275 shares; 2026Q1: 3,587 shares; 2026Q2: 1,631 shares 1,631 $256K 0.06% -1,956 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 2,674 shares; 2025Q1: 2,840 shares; 2025Q2: 2,374 shares; 2025Q3: 2,582 shares; 2025Q4: 2,335 shares; 2026Q1: 2,336 shares; 2026Q2: 2,342 shares 2,342 $255K 0.06% +6 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $254K 0.06% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $254K 0.06% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $252K 0.06% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,826 shares; 2026Q2: 2,131 shares 2,131 $252K 0.06% +305 Timeline RDWR RADWARE LTD More: the full row for RADWARE 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: 8,126 shares 8,126 $251K 0.06% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,547 shares 4,547 $249K 0.06% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,882 shares 2,882 $248K 0.06% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,472 shares 9,472 $248K 0.06% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,348 shares; 2025Q1: 2,272 shares; 2025Q2: 2,372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $248K 0.06% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $247K 0.06% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,165 shares 18,165 $246K 0.06% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,456 shares; 2024Q4: 24,061 shares; 2025Q1: 24,561 shares; 2025Q2: 24,704 shares; 2025Q3: 13,333 shares; 2025Q4: 4,897 shares; 2026Q1: 4,379 shares; 2026Q2: 4,141 shares 4,141 $246K 0.06% -238 Timeline WAFD WAFD INC More: the full row for WAFD 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: 6,388 shares 6,388 $245K 0.06% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,872 shares 4,872 $245K 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,134 shares; 2024Q4: 21,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,559 shares; 2026Q1: 1,553 shares; 2026Q2: 1,614 shares 1,614 $245K 0.06% +61 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,898 shares 1,898 $243K 0.05% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,936 shares; 2024Q4: 12,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,805 shares; 2026Q1: 8,758 shares; 2026Q2: 8,744 shares 8,744 $242K 0.05% -14 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,292 shares 3,292 $242K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 898 shares 898 $242K 0.05% new Timeline GDXJ 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: 2,453 shares 2,453 $241K 0.05% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: 25,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares; 2026Q2: 334 shares 334 $241K 0.05% -717 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,394 shares 11,394 $241K 0.05% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,063 shares 1,063 $238K 0.05% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $237K 0.05% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,093 shares; 2024Q4: 33,544 shares; 2025Q1: 11,057 shares; 2025Q2: 11,271 shares; 2025Q3: 36,182 shares; 2025Q4: 30,113 shares; 2026Q1: 9,832 shares; 2026Q2: 5,557 shares 5,557 $235K 0.05% -4,275 Timeline EEMV 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: 3,118 shares; 2026Q2: 3,118 shares 3,118 $235K 0.05% 0 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,483 shares 9,483 $234K 0.05% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,071 shares; 2026Q1: 7,074 shares; 2026Q2: 1,070 shares 1,070 $233K 0.05% -6,004 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100 $233K 0.05% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,039 shares; 2026Q2: 2,039 shares 2,039 $233K 0.05% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,065 shares; 2024Q4: 24,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,026 shares 2,026 $233K 0.05% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,933 shares; 2026Q2: 759 shares 759 $230K 0.05% -2,174 Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,600 shares 8,600 $229K 0.05% new Timeline FLQS 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: 30,992 shares; 2024Q4: 29,049 shares; 2025Q1: 29,362 shares; 2025Q2: 29,587 shares; 2025Q3: 15,781 shares; 2025Q4: 5,482 shares; 2026Q1: 4,833 shares; 2026Q2: 4,658 shares 4,658 $227K 0.05% -175 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,867 shares 3,867 $227K 0.05% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,945 shares; 2024Q4: 35,880 shares; 2025Q1: 36,687 shares; 2025Q2: 37,224 shares; 2025Q3: 17,508 shares; 2025Q4: 6,706 shares; 2026Q1: 5,932 shares; 2026Q2: 5,554 shares 5,554 $225K 0.05% -378 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 45 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 37 shares; 2026Q2: 33 shares 33 $225K 0.05% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,072 shares 1,072 $224K 0.05% new Timeline JAVA 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: 2,791 shares; 2026Q1: 2,822 shares; 2026Q2: 2,814 shares 2,814 $223K 0.05% -8 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares; 2026Q2: 2,811 shares 2,811 $223K 0.05% -37 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,857 shares 2,857 $222K 0.05% new Timeline GSWO 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: 23,522 shares; 2024Q4: 22,496 shares; 2025Q1: 22,976 shares; 2025Q2: 23,186 shares; 2025Q3: 11,027 shares; 2025Q4: 4,169 shares; 2026Q1: 3,717 shares; 2026Q2: 3,469 shares 3,469 $220K 0.05% -248 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $219K 0.05% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: not reported; 2026Q2: 850 shares 850 $218K 0.05% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,310 shares; 2025Q4: not reported; 2026Q1: 10,392 shares; 2026Q2: 8,728 shares 8,728 $217K 0.05% -1,664 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,595 shares 23,595 $217K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,932 shares; 2025Q1: 952 shares; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 963 shares; 2026Q1: 959 shares; 2026Q2: 968 shares 968 $216K 0.05% +9 Timeline QWLD 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: 9,148 shares; 2024Q4: 8,789 shares; 2025Q1: 8,980 shares; 2025Q2: 9,125 shares; 2025Q3: 4,324 shares; 2025Q4: 1,647 shares; 2026Q1: 1,467 shares; 2026Q2: 1,419 shares 1,419 $216K 0.05% -48 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares 1,123 $213K 0.05% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,131 shares; 2024Q4: 67,584 shares; 2025Q1: 5,621 shares; 2025Q2: 6,773 shares; 2025Q3: 7,222 shares; 2025Q4: 6,218 shares; 2026Q1: not reported; 2026Q2: 3,561 shares 3,561 $213K 0.05% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares 3,040 $212K 0.05% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $212K 0.05% new Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,055 shares 1,055 $212K 0.05% new Timeline RSPS 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: 9,400 shares; 2024Q4: 7,940 shares; 2025Q1: 7,565 shares; 2025Q2: 7,565 shares; 2025Q3: 7,565 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares; 2026Q2: 7,020 shares 7,020 $210K 0.05% -340 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,164 shares 4,164 $210K 0.05% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,110 shares; 2025Q4: 8,632 shares; 2026Q1: 8,632 shares; 2026Q2: 8,632 shares 8,632 $209K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 9,802 shares; 2025Q2: 10,081 shares; 2025Q3: 29,162 shares; 2025Q4: 28,730 shares; 2026Q1: 9,732 shares; 2026Q2: 10,020 shares 10,020 $207K 0.05% +288 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 723 shares 723 $207K 0.05% new Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 26,555 shares 26,555 $207K 0.05% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $207K 0.05% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,921 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,431 shares 2,431 $206K 0.05% new Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,266 shares; 2026Q2: 1,561 shares 1,561 $205K 0.05% -1,705 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,840 shares 3,840 $205K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,385 shares 2,385 $204K 0.05% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 3,941 shares; 2026Q1: 3,971 shares; 2026Q2: 4,019 shares 4,019 $204K 0.05% +48 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,108 shares 5,108 $200K 0.05% new Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA 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: not reported; 2026Q1: not reported; 2026Q2: 12,329 shares 12,329 $196K 0.04% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,856 shares; 2024Q4: 14,856 shares; 2025Q1: 14,856 shares; 2025Q2: 14,856 shares; 2025Q3: 14,856 shares; 2025Q4: 14,856 shares; 2026Q1: 14,856 shares; 2026Q2: 14,856 shares 14,856 $177K 0.04% 0 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL 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: 27,135 shares 27,135 $170K 0.04% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 17,026 shares 17,026 $145K 0.03% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 12,897 shares 12,897 $144K 0.03% new Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,955 shares; 2026Q2: 17,829 shares 17,829 $144K 0.03% -2,126 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,397 shares 13,397 $143K 0.03% new Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,809 shares 12,809 $140K 0.03% new Timeline NEXN NEXXEN INTL LTD More: the full row for NEXXEN INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,114 shares 15,114 $136K 0.03% new Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,685 shares 13,685 $129K 0.03% new Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL 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: 16,928 shares 16,928 $128K 0.03% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,382 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares; 2025Q3: 20,382 shares; 2025Q4: 20,382 shares; 2026Q1: 20,382 shares; 2026Q2: 20,811 shares 20,811 $128K 0.03% +429 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,799 shares 11,799 $126K 0.03% new Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS 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: 11,324 shares 11,324 $124K 0.03% new Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 14,830 shares; 2026Q2: 15,221 shares 15,221 $115K 0.03% +391 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 13,819 shares 13,819 $108K 0.02% new Timeline TASK TASKUS INC More: the full row for TASKUS 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: 21,510 shares 21,510 $101K 0.02% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,096 shares; 2025Q2: 10,439 shares; 2025Q3: 10,781 shares; 2025Q4: 11,093 shares; 2026Q1: 11,443 shares; 2026Q2: 11,797 shares 11,797 $101K 0.02% +354 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,059 shares 17,059 $97.9K 0.02% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; 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: 16,182 shares 16,182 $93.5K 0.02% new Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,450 shares; 2024Q4: 14,685 shares; 2025Q1: 18,344 shares; 2025Q2: 18,887 shares; 2025Q3: 18,504 shares; 2025Q4: 11,994 shares; 2026Q1: 12,208 shares; 2026Q2: 12,323 shares 12,323 $91.2K 0.02% +115 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA 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: not reported; 2026Q2: 10,163 shares 10,163 $84K 0.02% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,447 shares 12,447 $74.6K 0.02% new Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $69.5K 0.02% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,984 shares 10,984 $59.4K 0.01% new Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,707 shares 10,707 $56.5K 0.01% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,700 shares; 2024Q4: 13,300 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares; 2026Q2: 35,000 shares 35,000 $39.9K 0.01% 0 Timeline