GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775,453 shares; 2024Q4: 789,615 shares; 2025Q1: 819,459 shares; 2025Q2: 852,241 shares; 2025Q3: 861,151 shares; 2025Q4: 830,563 shares; 2026Q1: 847,450 shares; 2026Q2: 789,342 shares 789,342 $112M 10.62% -58,108 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415,358 shares; 2024Q4: 1,511,904 shares; 2025Q1: 1,633,867 shares; 2025Q2: 1,636,336 shares; 2025Q3: 1,696,259 shares; 2025Q4: 1,664,646 shares; 2026Q1: 1,694,569 shares; 2026Q2: 1,734,115 shares 1,734,115 $71.5M 6.78% +39,546 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: 1,156,918 shares; 2024Q4: 1,213,397 shares; 2025Q1: 1,284,016 shares; 2025Q2: 1,288,458 shares; 2025Q3: 1,323,264 shares; 2025Q4: 1,331,851 shares; 2026Q1: 1,367,022 shares; 2026Q2: 1,412,055 shares 1,412,055 $64.5M 6.12% +45,033 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: 398,327 shares; 2024Q4: 821,463 shares; 2025Q1: 2,128,204 shares; 2025Q2: 2,255,724 shares; 2025Q3: 2,289,295 shares; 2025Q4: 2,200,040 shares; 2026Q1: 2,234,687 shares; 2026Q2: 2,059,466 shares 2,059,466 $60.6M 5.75% -175,221 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780,750 shares; 2024Q4: 796,999 shares; 2025Q1: 831,001 shares; 2025Q2: 870,301 shares; 2025Q3: 891,463 shares; 2025Q4: 885,460 shares; 2026Q1: 892,828 shares; 2026Q2: 808,540 shares 808,540 $60.6M 5.75% -84,288 Timeline SCHV 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: 186 shares; 2025Q2: 186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726,176 shares; 2026Q2: 1,721,114 shares 1,721,114 $59.9M 5.68% -5,062 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,606 shares; 2024Q4: 107,969 shares; 2025Q1: 123,727 shares; 2025Q2: 118,438 shares; 2025Q3: 121,190 shares; 2025Q4: 116,015 shares; 2026Q1: 116,424 shares; 2026Q2: 137,398 shares 137,398 $56.3M 5.34% +20,974 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: 473,239 shares; 2024Q4: 480,917 shares; 2025Q1: 501,022 shares; 2025Q2: 520,851 shares; 2025Q3: 530,408 shares; 2025Q4: 517,140 shares; 2026Q1: 523,190 shares; 2026Q2: 474,926 shares 474,926 $42.3M 4.01% -48,264 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,606 shares; 2024Q4: 505,855 shares; 2025Q1: 524,419 shares; 2025Q2: 472,407 shares; 2025Q3: 483,564 shares; 2025Q4: 513,784 shares; 2026Q1: 541,119 shares; 2026Q2: 571,537 shares 571,537 $42M 3.98% +30,418 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 709 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 128,314 shares; 2026Q2: 124,872 shares 124,872 $37.9M 3.59% -3,442 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732,886 shares 732,886 $29.5M 2.79% 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: 128,078 shares; 2024Q4: 131,222 shares; 2025Q1: 136,161 shares; 2025Q2: 137,178 shares; 2025Q3: 140,062 shares; 2025Q4: 140,571 shares; 2026Q1: 142,132 shares; 2026Q2: 134,689 shares 134,689 $29.4M 2.78% -7,443 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: 451,519 shares; 2024Q4: 328,811 shares; 2025Q1: 361,111 shares; 2025Q2: 366,570 shares; 2025Q3: 365,041 shares; 2025Q4: 495,309 shares; 2026Q1: 485,232 shares; 2026Q2: 335,568 shares 335,568 $27.8M 2.64% -149,664 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 220,435 shares; 2025Q1: 14,062 shares; 2025Q2: 18,817 shares; 2025Q3: 18,548 shares; 2025Q4: 18,387 shares; 2026Q1: 18,386 shares; 2026Q2: 292,420 shares 292,420 $26.8M 2.54% +274,034 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: 384,948 shares; 2024Q4: 748,544 shares; 2025Q1: 723,599 shares; 2025Q2: 1,094,909 shares; 2025Q3: 655,090 shares; 2025Q4: 613,494 shares; 2026Q1: 965,577 shares; 2026Q2: 952,542 shares 952,542 $26.4M 2.5% -13,035 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 92 shares; 2026Q2: 703,698 shares 703,698 $26.1M 2.47% +703,606 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: 13,537 shares; 2024Q4: 14,155 shares; 2025Q1: 26,059 shares; 2025Q2: 3,572 shares; 2025Q3: 18,746 shares; 2025Q4: 18,794 shares; 2026Q1: 5,028 shares; 2026Q2: 28,168 shares 28,168 $21.1M 2% +23,140 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,547 shares; 2024Q4: 471,524 shares; 2025Q1: 479,049 shares; 2025Q2: 314,012 shares; 2025Q3: 321,392 shares; 2025Q4: 339,541 shares; 2026Q1: 365,832 shares; 2026Q2: 383,190 shares 383,190 $19.4M 1.84% +17,358 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: 30,540 shares; 2024Q4: 30,925 shares; 2025Q1: 32,776 shares; 2025Q2: 33,747 shares; 2025Q3: 34,824 shares; 2025Q4: 33,671 shares; 2026Q1: 35,083 shares; 2026Q2: 140,360 shares 140,360 $11.3M 1.07% +105,277 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,618 shares; 2025Q1: 113,194 shares; 2025Q2: not reported; 2025Q3: 113,557 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,385 shares 123,385 $11.2M 1.06% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,762 shares; 2024Q4: 116,850 shares; 2025Q1: 130,616 shares; 2025Q2: 134,168 shares; 2025Q3: 136,430 shares; 2025Q4: 129,779 shares; 2026Q1: 129,012 shares; 2026Q2: 130,752 shares 130,752 $11M 1.04% +1,740 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,900 shares; 2026Q2: 166,508 shares 166,508 $10.1M 0.96% +2,608 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,997 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,296 shares 155,296 $9.3M 0.88% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,068 shares; 2024Q4: 22,691 shares; 2025Q1: 22,401 shares; 2025Q2: 20,732 shares; 2025Q3: 25,630 shares; 2025Q4: 25,560 shares; 2026Q1: 25,748 shares; 2026Q2: 28,077 shares 28,077 $8.12M 0.77% +2,329 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,193 shares; 2024Q4: 110,044 shares; 2025Q1: 117,048 shares; 2025Q2: 114,398 shares; 2025Q3: 120,596 shares; 2025Q4: 133,130 shares; 2026Q1: 144,846 shares; 2026Q2: 159,347 shares 159,347 $7.7M 0.73% +14,501 Timeline JPIE 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: 202,584 shares; 2024Q4: 197,302 shares; 2025Q1: 191,441 shares; 2025Q2: 181,823 shares; 2025Q3: 176,344 shares; 2025Q4: 171,463 shares; 2026Q1: 168,663 shares; 2026Q2: 163,468 shares 163,468 $7.53M 0.71% -5,195 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: 20,689 shares; 2024Q4: 22,950 shares; 2025Q1: 22,855 shares; 2025Q2: 28,016 shares; 2025Q3: 31,670 shares; 2025Q4: 32,070 shares; 2026Q1: 36,010 shares; 2026Q2: 36,066 shares 36,066 $7.22M 0.68% +56 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,993 shares; 2024Q4: 6,793 shares; 2025Q1: 6,793 shares; 2025Q2: 6,793 shares; 2025Q3: 6,793 shares; 2025Q4: 101,484 shares; 2026Q1: 140,921 shares; 2026Q2: 167,659 shares 167,659 $5.34M 0.51% +26,738 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,240 shares; 2024Q4: 43,128 shares; 2025Q1: 64,725 shares; 2025Q2: 63,306 shares; 2025Q3: 62,925 shares; 2025Q4: 63,307 shares; 2026Q1: 67,907 shares; 2026Q2: 73,079 shares 73,079 $4.94M 0.47% +5,172 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: 10,699 shares; 2024Q4: 11,049 shares; 2025Q1: 11,116 shares; 2025Q2: 11,239 shares; 2025Q3: 11,277 shares; 2025Q4: 11,272 shares; 2026Q1: 11,503 shares; 2026Q2: 11,693 shares 11,693 $3.83M 0.36% +190 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: 8,917 shares; 2024Q4: 9,030 shares; 2025Q1: 8,815 shares; 2025Q2: 9,299 shares; 2025Q3: 11,236 shares; 2025Q4: 11,804 shares; 2026Q1: 11,688 shares; 2026Q2: 12,230 shares 12,230 $2.91M 0.28% +542 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: 27,322 shares; 2024Q4: 27,097 shares; 2025Q1: 26,828 shares; 2025Q2: 26,434 shares; 2025Q3: 24,828 shares; 2025Q4: 24,833 shares; 2026Q1: 21,044 shares; 2026Q2: 21,152 shares 21,152 $2.89M 0.27% +108 Timeline PRN 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: 27,205 shares; 2024Q4: 26,825 shares; 2025Q1: 15,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,682 shares 10,682 $2.78M 0.26% new 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: 5,769 shares; 2024Q4: 5,847 shares; 2025Q1: 5,549 shares; 2025Q2: 6,086 shares; 2025Q3: 6,393 shares; 2025Q4: 6,306 shares; 2026Q1: 6,420 shares; 2026Q2: 6,753 shares 6,753 $2.52M 0.24% +333 Timeline IYZ 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: 57,424 shares; 2026Q2: 58,105 shares 58,105 $2.46M 0.23% +681 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: 15,375 shares; 2026Q2: 13,019 shares 13,019 $2.45M 0.23% -2,356 Timeline MXI 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: 20,034 shares; 2026Q2: 22,615 shares 22,615 $2.39M 0.23% +2,581 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,923 shares; 2024Q4: 89,900 shares; 2025Q1: 85,595 shares; 2025Q2: 84,005 shares; 2025Q3: 83,791 shares; 2025Q4: 83,791 shares; 2026Q1: 83,791 shares; 2026Q2: 83,791 shares 83,791 $2.39M 0.23% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,630 shares; 2024Q4: 106,627 shares; 2025Q1: 103,469 shares; 2025Q2: 97,836 shares; 2025Q3: 90,227 shares; 2025Q4: 86,079 shares; 2026Q1: 85,074 shares; 2026Q2: 82,591 shares 82,591 $2.39M 0.23% -2,483 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: 6,171 shares; 2024Q4: 6,678 shares; 2025Q1: 7,268 shares; 2025Q2: 6,936 shares; 2025Q3: 5,927 shares; 2025Q4: 5,943 shares; 2026Q1: 6,171 shares; 2026Q2: 5,762 shares 5,762 $2.18M 0.21% -409 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 8,870 shares 8,870 $2.15M 0.2% +8,774 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: 4,496 shares; 2024Q4: 3,998 shares; 2025Q1: 4,016 shares; 2025Q2: 4,626 shares; 2025Q3: 4,529 shares; 2025Q4: 4,825 shares; 2026Q1: 4,868 shares; 2026Q2: 4,936 shares 4,936 $2.08M 0.2% +68 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: 9,852 shares; 2024Q4: 10,682 shares; 2025Q1: 11,098 shares; 2025Q2: 11,809 shares; 2025Q3: 11,728 shares; 2025Q4: 11,766 shares; 2026Q1: 13,566 shares; 2026Q2: 17,382 shares 17,382 $2.04M 0.19% +3,816 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,386 shares; 2026Q2: 20,771 shares 20,771 $1.98M 0.19% -3,615 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: 4,555 shares; 2024Q4: 4,613 shares; 2025Q1: 4,362 shares; 2025Q2: 5,187 shares; 2025Q3: 5,206 shares; 2025Q4: 5,351 shares; 2026Q1: 5,490 shares; 2026Q2: 5,502 shares 5,502 $1.97M 0.19% +12 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: 1,061 shares; 2024Q4: 1,055 shares; 2025Q1: 972 shares; 2025Q2: 367 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 12,000 shares 12,000 $1.9M 0.18% +11,720 Timeline XTL 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: 3,457 shares; 2025Q4: 10,246 shares; 2026Q1: 9,959 shares; 2026Q2: 7,977 shares 7,977 $1.81M 0.17% -1,982 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 8,451 shares; 2025Q1: 15,471 shares; 2025Q2: 16,971 shares; 2025Q3: 17,221 shares; 2025Q4: 16,221 shares; 2026Q1: 16,221 shares; 2026Q2: 16,221 shares 16,221 $1.79M 0.17% 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: 1,438 shares; 2024Q4: 1,323 shares; 2025Q1: 1,490 shares; 2025Q2: 2,580 shares; 2025Q3: 5,570 shares; 2025Q4: 5,081 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $1.78M 0.17% 0 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: 7,586 shares; 2024Q4: 8,259 shares; 2025Q1: 8,344 shares; 2025Q2: 7,810 shares; 2025Q3: 8,038 shares; 2025Q4: 8,099 shares; 2026Q1: 8,193 shares; 2026Q2: 8,245 shares 8,245 $1.72M 0.16% +52 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: 3,769 shares; 2024Q4: 3,860 shares; 2025Q1: 3,743 shares; 2025Q2: 3,920 shares; 2025Q3: 3,926 shares; 2025Q4: 3,887 shares; 2026Q1: 4,018 shares; 2026Q2: 4,714 shares 4,714 $1.67M 0.16% +696 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: 1,306 shares; 2024Q4: 1,316 shares; 2025Q1: 1,506 shares; 2025Q2: 3,268 shares; 2025Q3: 4,599 shares; 2025Q4: 4,382 shares; 2026Q1: 4,387 shares; 2026Q2: 4,414 shares 4,414 $1.63M 0.15% +27 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: 2,032 shares; 2024Q4: 1,959 shares; 2025Q1: 2,023 shares; 2025Q2: 2,040 shares; 2025Q3: 2,093 shares; 2025Q4: 2,080 shares; 2026Q1: 2,078 shares; 2026Q2: 2,759 shares 2,759 $1.55M 0.15% +681 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: 5,078 shares; 2024Q4: 5,516 shares; 2025Q1: 6,092 shares; 2025Q2: 5,555 shares; 2025Q3: 5,566 shares; 2025Q4: 5,551 shares; 2026Q1: 6,021 shares; 2026Q2: 6,071 shares 6,071 $1.53M 0.14% +50 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: 100 shares; 2025Q1: 20,496 shares; 2025Q2: 26,951 shares; 2025Q3: 24,489 shares; 2025Q4: 23,546 shares; 2026Q1: 18,354 shares; 2026Q2: 14,797 shares 14,797 $1.45M 0.14% -3,557 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,301 shares; 2024Q4: 8,199 shares; 2025Q1: 8,388 shares; 2025Q2: 7,948 shares; 2025Q3: 7,965 shares; 2025Q4: 9,498 shares; 2026Q1: 9,516 shares; 2026Q2: 9,534 shares 9,534 $1.4M 0.13% +18 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,462 shares; 2024Q4: 6,446 shares; 2025Q1: 5,589 shares; 2025Q2: 5,542 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 7,174 shares; 2026Q2: 4,917 shares 4,917 $1.39M 0.13% -2,257 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 335 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 335 shares; 2026Q1: 316 shares; 2026Q2: 3,032 shares 3,032 $1.35M 0.13% +2,716 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: 4,691 shares; 2024Q4: 5,063 shares; 2025Q1: 5,217 shares; 2025Q2: 4,814 shares; 2025Q3: 4,693 shares; 2025Q4: 4,598 shares; 2026Q1: 4,518 shares; 2026Q2: 4,518 shares 4,518 $1.35M 0.13% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,766 shares; 2025Q1: 1,809 shares; 2025Q2: 1,704 shares; 2025Q3: 1,720 shares; 2025Q4: 1,732 shares; 2026Q1: 1,758 shares; 2026Q2: 1,765 shares 1,765 $1.26M 0.12% +7 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: 2,961 shares; 2024Q4: 2,861 shares; 2025Q1: 2,761 shares; 2025Q2: 3,004 shares; 2025Q3: 3,014 shares; 2025Q4: 2,714 shares; 2026Q1: 2,704 shares; 2026Q2: 2,908 shares 2,908 $1.25M 0.12% +204 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: 2 shares; 2024Q4: 10,587 shares; 2025Q1: 5,580 shares; 2025Q2: 172 shares; 2025Q3: 3,420 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 3,266 shares 3,266 $1.21M 0.11% +3,150 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: 13,340 shares; 2024Q4: 15,600 shares; 2025Q1: 15,888 shares; 2025Q2: 15,294 shares; 2025Q3: 15,105 shares; 2025Q4: 14,079 shares; 2026Q1: 14,205 shares; 2026Q2: 14,230 shares 14,230 $1.17M 0.11% +25 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: 1,039 shares; 2024Q4: 1,023 shares; 2025Q1: 974 shares; 2025Q2: 979 shares; 2025Q3: 938 shares; 2025Q4: 946 shares; 2026Q1: 909 shares; 2026Q2: 933 shares 933 $1.12M 0.11% +24 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 1,199 shares; 2025Q4: 1,210 shares; 2026Q1: 91,087 shares; 2026Q2: 58,350 shares 58,350 $1.12M 0.11% -32,737 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: 6,438 shares; 2024Q4: 7,514 shares; 2025Q1: 7,602 shares; 2025Q2: 7,095 shares; 2025Q3: 7,349 shares; 2025Q4: 6,936 shares; 2026Q1: 7,073 shares; 2026Q2: 6,568 shares 6,568 $1.09M 0.1% -505 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,427 shares; 2024Q4: 18,759 shares; 2025Q1: 19,159 shares; 2025Q2: 19,770 shares; 2025Q3: 20,270 shares; 2025Q4: 20,698 shares; 2026Q1: 20,798 shares; 2026Q2: 20,798 shares 20,798 $1.06M 0.1% 0 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: 10,560 shares; 2024Q4: 11,450 shares; 2025Q1: 11,664 shares; 2025Q2: 11,121 shares; 2025Q3: 11,087 shares; 2025Q4: 11,167 shares; 2026Q1: 11,712 shares; 2026Q2: 12,284 shares 12,284 $1M 0.1% +572 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,479 shares; 2024Q4: 23,464 shares; 2025Q1: 23,416 shares; 2025Q2: 22,156 shares; 2025Q3: 22,542 shares; 2025Q4: 22,417 shares; 2026Q1: 21,917 shares; 2026Q2: 21,917 shares 21,917 $998K 0.09% 0 Timeline XES 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: 8,856 shares 8,856 $993K 0.09% 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: 1,417 shares; 2024Q4: 1,433 shares; 2025Q1: 1,420 shares; 2025Q2: 6,151 shares; 2025Q3: 6,348 shares; 2025Q4: 6,384 shares; 2026Q1: 6,469 shares; 2026Q2: 6,542 shares 6,542 $991K 0.09% +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: 2,116 shares; 2024Q4: 2,207 shares; 2025Q1: 2,224 shares; 2025Q2: 803 shares; 2025Q3: 886 shares; 2025Q4: 902 shares; 2026Q1: 2,190 shares; 2026Q2: 2,332 shares 2,332 $969K 0.09% +142 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: 377 shares; 2024Q4: 396 shares; 2025Q1: 479 shares; 2025Q2: 471 shares; 2025Q3: 753 shares; 2025Q4: 744 shares; 2026Q1: 781 shares; 2026Q2: 831 shares 831 $959K 0.09% +50 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: 2,645 shares; 2024Q4: 2,691 shares; 2025Q1: 2,574 shares; 2025Q2: 2,418 shares; 2025Q3: 2,474 shares; 2025Q4: 2,166 shares; 2026Q1: 1,860 shares; 2026Q2: 1,906 shares 1,906 $954K 0.09% +46 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,556 shares; 2024Q4: 9,506 shares; 2025Q1: 10,306 shares; 2025Q2: 10,806 shares; 2025Q3: 9,421 shares; 2025Q4: 9,346 shares; 2026Q1: 9,346 shares; 2026Q2: 9,393 shares 9,393 $947K 0.09% +47 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,513 shares 17,513 $933K 0.09% new 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: 5,232 shares; 2024Q4: 5,244 shares; 2025Q1: 4,877 shares; 2025Q2: 4,598 shares; 2025Q3: 4,482 shares; 2025Q4: 6,812 shares; 2026Q1: 6,776 shares; 2026Q2: 8,210 shares 8,210 $930K 0.09% +1,434 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,609 shares; 2025Q4: 13,395 shares; 2026Q1: 13,446 shares; 2026Q2: 12,070 shares 12,070 $924K 0.09% -1,376 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: 6,389 shares; 2024Q4: 7,276 shares; 2025Q1: 7,484 shares; 2025Q2: 7,063 shares; 2025Q3: 7,112 shares; 2025Q4: 7,104 shares; 2026Q1: 7,361 shares; 2026Q2: 7,239 shares 7,239 $915K 0.09% -122 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: 5,643 shares; 2025Q1: 3,947 shares; 2025Q2: 3,631 shares; 2025Q3: 2,386 shares; 2025Q4: 2,566 shares; 2026Q1: 2,631 shares; 2026Q2: 2,003 shares 2,003 $868K 0.08% -628 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: 868 shares; 2024Q4: 737 shares; 2025Q1: 917 shares; 2025Q2: 849 shares; 2025Q3: 1,384 shares; 2025Q4: 2,702 shares; 2026Q1: 3,542 shares; 2026Q2: 3,299 shares 3,299 $838K 0.08% -243 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: 2,121 shares; 2024Q4: 2,296 shares; 2025Q1: 2,344 shares; 2025Q2: 2,218 shares; 2025Q3: 2,233 shares; 2025Q4: 2,241 shares; 2026Q1: 2,211 shares; 2026Q2: 2,319 shares 2,319 $818K 0.08% +108 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: 3,699 shares; 2024Q4: 4,139 shares; 2025Q1: 4,283 shares; 2025Q2: 4,053 shares; 2025Q3: 4,070 shares; 2025Q4: 4,073 shares; 2026Q1: 4,134 shares; 2026Q2: 4,377 shares 4,377 $798K 0.08% +243 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,686 shares; 2024Q4: 6,270 shares; 2025Q1: 6,426 shares; 2025Q2: 6,100 shares; 2025Q3: 6,130 shares; 2025Q4: 6,116 shares; 2026Q1: 6,182 shares; 2026Q2: 6,198 shares 6,198 $785K 0.07% +16 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: 912 shares; 2024Q4: 892 shares; 2025Q1: 916 shares; 2025Q2: 911 shares; 2025Q3: 904 shares; 2025Q4: 993 shares; 2026Q1: 1,018 shares; 2026Q2: 1,040 shares 1,040 $752K 0.07% +22 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 11,411 shares; 2025Q1: 11,484 shares; 2025Q2: 11,185 shares; 2025Q3: 11,337 shares; 2025Q4: 12,062 shares; 2026Q1: 12,067 shares; 2026Q2: 12,767 shares 12,767 $727K 0.07% +700 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,112 shares; 2024Q4: 2,117 shares; 2025Q1: 2,115 shares; 2025Q2: 2,111 shares; 2025Q3: 2,113 shares; 2025Q4: 2,109 shares; 2026Q1: 2,107 shares; 2026Q2: 2,108 shares 2,108 $726K 0.07% +1 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: 804 shares; 2024Q4: 810 shares; 2025Q1: 821 shares; 2025Q2: 1,362 shares; 2025Q3: 1,367 shares; 2025Q4: 2,284 shares; 2026Q1: 2,327 shares; 2026Q2: 2,613 shares 2,613 $711K 0.07% +286 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 4,097 shares; 2025Q3: 3,936 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares; 2026Q2: 3,936 shares 3,936 $703K 0.07% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,780 shares; 2025Q1: 2,863 shares; 2025Q2: 2,772 shares; 2025Q3: 2,788 shares; 2025Q4: 2,781 shares; 2026Q1: 2,822 shares; 2026Q2: 2,828 shares 2,828 $696K 0.07% +6 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: 2,343 shares; 2024Q4: 2,624 shares; 2025Q1: 2,687 shares; 2025Q2: 2,565 shares; 2025Q3: 2,585 shares; 2025Q4: 2,581 shares; 2026Q1: 2,605 shares; 2026Q2: 2,615 shares 2,615 $681K 0.06% +10 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 198 shares; 2025Q1: 161 shares; 2025Q2: 1,362 shares; 2025Q3: 2,174 shares; 2025Q4: 2,151 shares; 2026Q1: 1,804 shares; 2026Q2: 1,813 shares 1,813 $680K 0.06% +9 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 5,434 shares; 2025Q1: 5,574 shares; 2025Q2: 5,240 shares; 2025Q3: 5,273 shares; 2025Q4: 5,265 shares; 2026Q1: 5,337 shares; 2026Q2: 5,349 shares 5,349 $680K 0.06% +12 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,871 shares; 2024Q4: 6,380 shares; 2025Q1: 6,319 shares; 2025Q2: 6,203 shares; 2025Q3: 6,228 shares; 2025Q4: 5,789 shares; 2026Q1: 6,057 shares; 2026Q2: 6,382 shares 6,382 $664K 0.06% +325 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 7,187 shares; 2025Q1: 7,331 shares; 2025Q2: 6,870 shares; 2025Q3: 6,912 shares; 2025Q4: 6,902 shares; 2026Q1: 7,000 shares; 2026Q2: 7,022 shares 7,022 $656K 0.06% +22 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: 773 shares; 2024Q4: 4,869 shares; 2025Q1: 5,033 shares; 2025Q2: 6,273 shares; 2025Q3: 6,305 shares; 2025Q4: 6,111 shares; 2026Q1: 6,192 shares; 2026Q2: 6,368 shares 6,368 $651K 0.06% +176 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: 1,819 shares; 2024Q4: 1,770 shares; 2025Q1: 1,695 shares; 2025Q2: 1,688 shares; 2025Q3: 1,678 shares; 2025Q4: 1,609 shares; 2026Q1: 1,592 shares; 2026Q2: 1,608 shares 1,608 $639K 0.06% +16 Timeline PBW 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 51,496 shares; 2026Q1: 50,997 shares; 2026Q2: 16,141 shares 16,141 $630K 0.06% -34,856 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 7,800 shares 7,800 $616K 0.06% +7,500 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: 4,147 shares; 2024Q4: 4,187 shares; 2025Q1: 4,337 shares; 2025Q2: 4,086 shares; 2025Q3: 4,055 shares; 2025Q4: 3,884 shares; 2026Q1: 4,103 shares; 2026Q2: 4,164 shares 4,164 $611K 0.06% +61 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,479 shares; 2025Q1: 1,249 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares; 2025Q4: 1,175 shares; 2026Q1: 1,194 shares; 2026Q2: 1,191 shares 1,191 $607K 0.06% -3 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: 490 shares; 2024Q4: 491 shares; 2025Q1: 477 shares; 2025Q2: 544 shares; 2025Q3: 786 shares; 2025Q4: 712 shares; 2026Q1: 642 shares; 2026Q2: 645 shares 645 $603K 0.06% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 900 shares; 2025Q1: 863 shares; 2025Q2: 1,024 shares; 2025Q3: 955 shares; 2025Q4: 1,020 shares; 2026Q1: 1,181 shares; 2026Q2: 1,260 shares 1,260 $603K 0.06% +79 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: 654 shares; 2024Q4: 689 shares; 2025Q1: 747 shares; 2025Q2: 689 shares; 2025Q3: 691 shares; 2025Q4: 2,335 shares; 2026Q1: 2,307 shares; 2026Q2: 2,138 shares 2,138 $601K 0.06% -169 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,430 shares; 2025Q1: 1,464 shares; 2025Q2: 1,393 shares; 2025Q3: 1,407 shares; 2025Q4: 1,535 shares; 2026Q1: 1,560 shares; 2026Q2: 1,624 shares 1,624 $588K 0.06% +64 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,231 shares; 2024Q4: 7,281 shares; 2025Q1: 7,705 shares; 2025Q2: 9,192 shares; 2025Q3: 14,728 shares; 2025Q4: 15,028 shares; 2026Q1: 17,518 shares; 2026Q2: 17,636 shares 17,636 $587K 0.06% +118 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,062 shares 7,062 $584K 0.06% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 6,502 shares; 2025Q1: 6,258 shares; 2025Q2: 6,233 shares; 2025Q3: 6,418 shares; 2025Q4: 6,437 shares; 2026Q1: 6,957 shares; 2026Q2: 6,970 shares 6,970 $581K 0.06% +13 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: 1,003 shares; 2024Q4: 1,039 shares; 2025Q1: 1,029 shares; 2025Q2: 949 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 822 shares; 2026Q2: 1,437 shares 1,437 $571K 0.05% +615 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: 694 shares; 2024Q4: 1,388 shares; 2025Q1: 1,499 shares; 2025Q2: 1,444 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,444 shares; 2026Q2: 1,606 shares 1,606 $548K 0.05% +162 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 8,369 shares; 2025Q4: 8,332 shares; 2026Q1: 8,072 shares; 2026Q2: 2,249 shares 2,249 $545K 0.05% -5,823 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 451 shares; 2025Q2: 429 shares; 2025Q3: 431 shares; 2025Q4: 545 shares; 2026Q1: 554 shares; 2026Q2: 564 shares 564 $542K 0.05% +10 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 538 shares; 2025Q1: 547 shares; 2025Q2: 510 shares; 2025Q3: 521 shares; 2025Q4: 514 shares; 2026Q1: 1,012 shares; 2026Q2: 1,017 shares 1,017 $528K 0.05% +5 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $527K 0.05% 0 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,501 shares; 2024Q4: 76,830 shares; 2025Q1: 62,408 shares; 2025Q2: 63,881 shares; 2025Q3: 63,443 shares; 2025Q4: 64,619 shares; 2026Q1: 64,619 shares; 2026Q2: 64,619 shares 64,619 $525K 0.05% 0 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: 700 shares; 2024Q4: 682 shares; 2025Q1: 753 shares; 2025Q2: 6,142 shares; 2025Q3: 6,090 shares; 2025Q4: 5,685 shares; 2026Q1: 6,111 shares; 2026Q2: 5,759 shares 5,759 $523K 0.05% -352 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: 6,107 shares; 2024Q4: 5,973 shares; 2025Q1: 5,413 shares; 2025Q2: 5,354 shares; 2025Q3: 5,231 shares; 2025Q4: 4,896 shares; 2026Q1: 4,834 shares; 2026Q2: 5,315 shares 5,315 $513K 0.05% +481 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: 10,495 shares; 2024Q4: 10,613 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 681 shares 681 $510K 0.05% +611 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,822 shares 5,822 $502K 0.05% new 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: 3,491 shares; 2024Q4: 3,824 shares; 2025Q1: 3,437 shares; 2025Q2: 3,744 shares; 2025Q3: 3,791 shares; 2025Q4: 3,704 shares; 2026Q1: 3,734 shares; 2026Q2: 3,783 shares 3,783 $489K 0.05% +49 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: 203 shares; 2024Q4: 200 shares; 2025Q1: 206 shares; 2025Q2: 214 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 225 shares; 2026Q2: 241 shares 241 $479K 0.05% +16 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 6,262 shares; 2025Q1: 6,460 shares; 2025Q2: 6,377 shares; 2025Q3: 7,876 shares; 2025Q4: 7,767 shares; 2026Q1: 6,034 shares; 2026Q2: 5,993 shares 5,993 $473K 0.04% -41 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 1,605 shares; 2025Q1: 1,660 shares; 2025Q2: 1,546 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,580 shares; 2026Q2: 1,584 shares 1,584 $464K 0.04% +4 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: 560 shares; 2024Q4: 630 shares; 2025Q1: 652 shares; 2025Q2: 613 shares; 2025Q3: 617 shares; 2025Q4: 620 shares; 2026Q1: 795 shares; 2026Q2: 796 shares 796 $459K 0.04% +1 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: 351 shares; 2024Q4: 335 shares; 2025Q1: 791 shares; 2025Q2: 1,143 shares; 2025Q3: 1,165 shares; 2025Q4: 1,204 shares; 2026Q1: 1,214 shares; 2026Q2: 1,219 shares 1,219 $456K 0.04% +5 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: 2,199 shares; 2024Q4: 2,306 shares; 2025Q1: 2,871 shares; 2025Q2: 2,940 shares; 2025Q3: 2,932 shares; 2025Q4: 2,965 shares; 2026Q1: 3,098 shares; 2026Q2: 3,098 shares 3,098 $454K 0.04% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 34 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 1,154 shares; 2025Q4: 1,621 shares; 2026Q1: 1,647 shares; 2026Q2: 2,053 shares 2,053 $453K 0.04% +406 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: 504 shares; 2024Q4: 511 shares; 2025Q1: 520 shares; 2025Q2: 563 shares; 2025Q3: 816 shares; 2025Q4: 825 shares; 2026Q1: 826 shares; 2026Q2: 825 shares 825 $424K 0.04% -1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 316 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 1,848 shares; 2026Q2: 1,855 shares 1,855 $421K 0.04% +7 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: 652 shares; 2024Q4: 53 shares; 2025Q1: 87 shares; 2025Q2: 4,804 shares; 2025Q3: 4,744 shares; 2025Q4: 4,419 shares; 2026Q1: 4,357 shares; 2026Q2: 4,033 shares 4,033 $419K 0.04% -324 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 494 shares; 2025Q3: 5,498 shares; 2025Q4: 5,506 shares; 2026Q1: 5,688 shares; 2026Q2: 5,617 shares 5,617 $418K 0.04% -71 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 798 shares; 2025Q1: 809 shares; 2025Q2: 806 shares; 2025Q3: 813 shares; 2025Q4: 823 shares; 2026Q1: 826 shares; 2026Q2: 827 shares 827 $406K 0.04% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,746 shares; 2024Q4: 1,834,971 shares; 2025Q1: 1,902,447 shares; 2025Q2: 1,985,739 shares; 2025Q3: 1,997,526 shares; 2025Q4: 1,832,835 shares; 2026Q1: 12,639 shares; 2026Q2: 11,803 shares 11,803 $399K 0.04% -836 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: 723,868 shares; 2024Q4: 13,987 shares; 2025Q1: 780,670 shares; 2025Q2: 793,995 shares; 2025Q3: 809,563 shares; 2025Q4: 864,501 shares; 2026Q1: 915,870 shares; 2026Q2: 14,726 shares 14,726 $394K 0.04% -901,144 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 403 shares 403 $389K 0.04% +3 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: 5,036 shares; 2025Q2: 957 shares; 2025Q3: 5,382 shares; 2025Q4: 5,674 shares; 2026Q1: 5,674 shares; 2026Q2: 7,231 shares 7,231 $381K 0.04% +1,557 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: 30 shares; 2024Q4: 36 shares; 2025Q1: 63 shares; 2025Q2: 47 shares; 2025Q3: 44 shares; 2025Q4: 2,261 shares; 2026Q1: 2,301 shares; 2026Q2: 2,350 shares 2,350 $380K 0.04% +49 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: 512 shares; 2024Q4: 404 shares; 2025Q1: 395 shares; 2025Q2: 399 shares; 2025Q3: 400 shares; 2025Q4: 1,205 shares; 2026Q1: 906 shares; 2026Q2: 852 shares 852 $373K 0.04% -54 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,779 shares; 2025Q1: 4,009 shares; 2025Q2: 4,028 shares; 2025Q3: 4,053 shares; 2025Q4: 4,796 shares; 2026Q1: 4,663 shares; 2026Q2: 4,800 shares 4,800 $372K 0.04% +137 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 4,947 shares; 2025Q1: 5,126 shares; 2025Q2: 4,792 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares; 2026Q1: 4,948 shares; 2026Q2: 4,882 shares 4,882 $364K 0.03% -66 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 477 shares; 2026Q2: 552 shares 552 $362K 0.03% +75 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 883 shares; 2025Q1: 891 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 839 shares; 2026Q1: 845 shares; 2026Q2: 839 shares 839 $349K 0.03% -6 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: not reported; 2026Q1: 7,480 shares; 2026Q2: 7,218 shares 7,218 $347K 0.03% -262 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 3,160 shares; 2025Q1: 3,287 shares; 2025Q2: 3,078 shares; 2025Q3: 3,098 shares; 2025Q4: 3,087 shares; 2026Q1: 3,112 shares; 2026Q2: 3,119 shares 3,119 $346K 0.03% +7 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: 16 shares; 2024Q4: 7 shares; 2025Q1: 34 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 18 shares; 2026Q2: 1,130 shares 1,130 $341K 0.03% +1,112 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $332K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,858 shares; 2024Q4: 4,016 shares; 2025Q1: 3,693 shares; 2025Q2: 3,357 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares; 2026Q1: 3,331 shares; 2026Q2: 3,336 shares 3,336 $330K 0.03% +5 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $322K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $322K 0.03% 0 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: 47 shares; 2024Q4: 39 shares; 2025Q1: 30 shares; 2025Q2: 39 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 46 shares; 2026Q2: 646 shares 646 $320K 0.03% +600 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 305 shares; 2025Q1: 291 shares; 2025Q2: 283 shares; 2025Q3: 438 shares; 2025Q4: 4,492 shares; 2026Q1: 4,743 shares; 2026Q2: 4,458 shares 4,458 $318K 0.03% -285 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,325 shares; 2025Q2: 1,415 shares; 2025Q3: 1,422 shares; 2025Q4: 1,647 shares; 2026Q1: 1,557 shares; 2026Q2: 1,544 shares 1,544 $310K 0.03% -13 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 241 shares; 2025Q2: 1,841 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,815 shares; 2026Q2: 1,817 shares 1,817 $303K 0.03% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,467 shares; 2026Q1: 1,487 shares; 2026Q2: 1,490 shares 1,490 $300K 0.03% +3 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,636 shares; 2025Q1: 2,716 shares; 2025Q2: 3,103 shares; 2025Q3: 3,203 shares; 2025Q4: 3,098 shares; 2026Q1: 3,287 shares; 2026Q2: 3,236 shares 3,236 $299K 0.03% -51 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,335 shares; 2024Q4: 16,515 shares; 2025Q1: 16,851 shares; 2025Q2: 5,810 shares; 2025Q3: 6,196 shares; 2025Q4: 6,200 shares; 2026Q1: 6,203 shares; 2026Q2: 6,250 shares 6,250 $292K 0.03% +47 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 907 shares; 2025Q1: 938 shares; 2025Q2: 821 shares; 2025Q3: 828 shares; 2025Q4: 851 shares; 2026Q1: 842 shares; 2026Q2: 844 shares 844 $288K 0.03% +2 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: 27,322 shares; 2024Q4: 27,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,133 shares 1,133 $286K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 795 shares; 2025Q1: 664 shares; 2025Q2: 790 shares; 2025Q3: 721 shares; 2025Q4: 767 shares; 2026Q1: 1,248 shares; 2026Q2: 1,280 shares 1,280 $277K 0.03% +32 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,127 shares 1,127 $274K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,722 shares; 2025Q1: 1,778 shares; 2025Q2: 1,835 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 3,019 shares 3,019 $265K 0.03% +1,193 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 270 shares; 2025Q1: 268 shares; 2025Q2: 239 shares; 2025Q3: 245 shares; 2025Q4: 253 shares; 2026Q1: 256 shares; 2026Q2: 258 shares 258 $252K 0.02% +2 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: not reported; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 700 shares; 2026Q1: 652 shares; 2026Q2: 839 shares 839 $252K 0.02% +187 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: 865 shares; 2024Q4: 849 shares; 2025Q1: 835 shares; 2025Q2: 837 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 837 shares; 2026Q2: 958 shares 958 $245K 0.02% +121 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,724 shares; 2024Q4: 3,066 shares; 2025Q1: 3,157 shares; 2025Q2: 2,963 shares; 2025Q3: 2,982 shares; 2025Q4: 2,983 shares; 2026Q1: 3,022 shares; 2026Q2: 3,029 shares 3,029 $242K 0.02% +7 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 669 shares; 2025Q1: 661 shares; 2025Q2: 665 shares; 2025Q3: 888 shares; 2025Q4: 838 shares; 2026Q1: 820 shares; 2026Q2: 831 shares 831 $229K 0.02% +11 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: 864 shares; 2024Q4: 835 shares; 2025Q1: 846 shares; 2025Q2: 819 shares; 2025Q3: 830 shares; 2025Q4: 840 shares; 2026Q1: 862 shares; 2026Q2: 661 shares 661 $227K 0.02% -201 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: 54,970 shares; 2024Q4: 56,760 shares; 2025Q1: 59,166 shares; 2025Q2: 62,366 shares; 2025Q3: 63,915 shares; 2025Q4: 62,122 shares; 2026Q1: 282 shares; 2026Q2: 326 shares 326 $224K 0.02% +44 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: 809 shares; 2024Q4: 822 shares; 2025Q1: 829 shares; 2025Q2: 859 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 1,171 shares 1,171 $222K 0.02% +320 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 459 shares; 2025Q1: 481 shares; 2025Q2: 669 shares; 2025Q3: 5,979 shares; 2025Q4: 5,725 shares; 2026Q1: 5,502 shares; 2026Q2: 5,005 shares 5,005 $216K 0.02% -497 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: 118 shares; 2024Q4: 115 shares; 2025Q1: 108 shares; 2025Q2: 104 shares; 2025Q3: 112 shares; 2025Q4: 461 shares; 2026Q1: 465 shares; 2026Q2: 483 shares 483 $206K 0.02% +18 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: 454 shares; 2024Q4: 465 shares; 2025Q1: 584 shares; 2025Q2: 540 shares; 2025Q3: 549 shares; 2025Q4: 536 shares; 2026Q1: 540 shares; 2026Q2: 643 shares 643 $203K 0.02% +103 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $196K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 682 shares; 2025Q1: 585 shares; 2025Q2: 8,685 shares; 2025Q3: 8,685 shares; 2025Q4: 6,085 shares; 2026Q1: 6,085 shares; 2026Q2: 14,085 shares 14,085 $196K 0.02% +8,000 Timeline VONE 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 629 shares; 2026Q2: 569 shares 569 $193K 0.02% -60 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 81 shares; 2025Q1: 77 shares; 2025Q2: 283 shares; 2025Q3: 287 shares; 2025Q4: 299 shares; 2026Q1: 301 shares; 2026Q2: 302 shares 302 $192K 0.02% +1 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: 494 shares; 2024Q4: 67 shares; 2025Q1: 2,185 shares; 2025Q2: 3,037 shares; 2025Q3: 3,271 shares; 2025Q4: 2,846 shares; 2026Q1: 2,541 shares; 2026Q2: 2,634 shares 2,634 $190K 0.02% +93 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 242 shares; 2025Q2: 219 shares; 2025Q3: 227 shares; 2025Q4: 235 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $189K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $185K 0.02% 0 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: 405 shares; 2024Q4: 409 shares; 2025Q1: 1,057 shares; 2025Q2: 817 shares; 2025Q3: 1,053 shares; 2025Q4: 504 shares; 2026Q1: 1,243 shares; 2026Q2: 1,315 shares 1,315 $184K 0.02% +72 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: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,693 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares; 2026Q2: 4,939 shares 4,939 $182K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 774 shares; 2025Q1: 716 shares; 2025Q2: 854 shares; 2025Q3: 925 shares; 2025Q4: 1,597 shares; 2026Q1: 1,533 shares; 2026Q2: 2,119 shares 2,119 $175K 0.02% +586 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 1,558 shares; 2025Q1: 1,579 shares; 2025Q2: 1,349 shares; 2025Q3: 1,407 shares; 2025Q4: 1,510 shares; 2026Q1: 1,529 shares; 2026Q2: 1,270 shares 1,270 $172K 0.02% -259 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,448 shares; 2025Q3: 3,460 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,456 shares 3,456 $164K 0.02% +16 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 502 shares; 2025Q1: 504 shares; 2025Q2: 450 shares; 2025Q3: 462 shares; 2025Q4: 477 shares; 2026Q1: 487 shares; 2026Q2: 491 shares 491 $162K 0.02% +4 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: 118 shares; 2024Q4: 137 shares; 2025Q1: 163 shares; 2025Q2: 176 shares; 2025Q3: 291 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 1,675 shares 1,675 $161K 0.02% +1,378 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 38 shares; 2025Q2: 570 shares; 2025Q3: 1,646 shares; 2025Q4: 1,686 shares; 2026Q1: 1,703 shares; 2026Q2: 1,720 shares 1,720 $158K 0.02% +17 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: 1,489 shares; 2024Q4: 1,502 shares; 2025Q1: 1,500 shares; 2025Q2: 757 shares; 2025Q3: 764 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 920 shares 920 $156K 0.01% +155 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $151K 0.01% new 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: 3,843 shares; 2024Q4: 3,843 shares; 2025Q1: 3,843 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $150K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 42 shares; 2025Q1: 37 shares; 2025Q2: 71 shares; 2025Q3: 97 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 196 shares 196 $150K 0.01% +49 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 587 shares 587 $144K 0.01% +510 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: 127 shares; 2024Q4: 154 shares; 2025Q1: 135 shares; 2025Q2: 139 shares; 2025Q3: 138 shares; 2025Q4: 136 shares; 2026Q1: 139 shares; 2026Q2: 140 shares 140 $142K 0.01% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,466 shares; 2025Q1: 1,479 shares; 2025Q2: 1,501 shares; 2025Q3: 1,497 shares; 2025Q4: 1,379 shares; 2026Q1: 1,472 shares; 2026Q2: 1,479 shares 1,479 $142K 0.01% +7 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 174 shares; 2026Q2: 363 shares 363 $142K 0.01% +189 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 62 shares 62 $141K 0.01% +15 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: 80 shares; 2024Q4: 83 shares; 2025Q1: 85 shares; 2025Q2: 79 shares; 2025Q3: 469 shares; 2025Q4: 490 shares; 2026Q1: 495 shares; 2026Q2: 496 shares 496 $139K 0.01% +1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 913 shares; 2025Q1: 1,128 shares; 2025Q2: 1,151 shares; 2025Q3: 933 shares; 2025Q4: 940 shares; 2026Q1: 696 shares; 2026Q2: 747 shares 747 $138K 0.01% +51 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,481 shares; 2025Q1: 1,433 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 2,584 shares; 2026Q1: 2,568 shares; 2026Q2: 2,644 shares 2,644 $136K 0.01% +76 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $133K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $132K 0.01% new 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: 200 shares; 2024Q4: 543 shares; 2025Q1: 932 shares; 2025Q2: 1,054 shares; 2025Q3: 996 shares; 2025Q4: 1,140 shares; 2026Q1: 1,156 shares; 2026Q2: 1,134 shares 1,134 $132K 0.01% -22 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $130K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares 349 $128K 0.01% new 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: 475 shares; 2024Q4: 467 shares; 2025Q1: 454 shares; 2025Q2: 455 shares; 2025Q3: 456 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 463 shares 463 $125K 0.01% +6 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,718 shares; 2025Q2: 1,579 shares; 2025Q3: 1,814 shares; 2025Q4: 1,860 shares; 2026Q1: 692 shares; 2026Q2: 728 shares 728 $124K 0.01% +36 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,265 shares; 2024Q4: 7,333 shares; 2025Q1: 7,824 shares; 2025Q2: 7,649 shares; 2025Q3: 6,545 shares; 2025Q4: 5,463 shares; 2026Q1: 5,991 shares; 2026Q2: 5,844 shares 5,844 $121K 0.01% -147 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 560 shares; 2025Q2: 636 shares; 2025Q3: 635 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 573 shares 573 $117K 0.01% +13 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $115K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,358 shares; 2025Q1: 1,352 shares; 2025Q2: 1,356 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $115K 0.01% 0 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 23 shares; 2026Q2: 152 shares 152 $115K 0.01% +129 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: 1,099 shares; 2024Q4: 1,218 shares; 2025Q1: 1,245 shares; 2025Q2: 1,105 shares; 2025Q3: 69 shares; 2025Q4: 91 shares; 2026Q1: 1,480 shares; 2026Q2: 914 shares 914 $114K 0.01% -566 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: 419 shares; 2024Q4: 563 shares; 2025Q1: 550 shares; 2025Q2: 175 shares; 2025Q3: 172 shares; 2025Q4: 100 shares; 2026Q1: 104 shares; 2026Q2: 106 shares 106 $113K 0.01% +2 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: 3,661 shares; 2024Q4: 3,868 shares; 2025Q1: 4,243 shares; 2025Q2: 3,686 shares; 2025Q3: 3,574 shares; 2025Q4: 3,663 shares; 2026Q1: 4,559 shares; 2026Q2: 4,666 shares 4,666 $112K 0.01% +107 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: 493 shares; 2024Q4: 497 shares; 2025Q1: 455 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 453 shares; 2026Q2: 508 shares 508 $112K 0.01% +55 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: 375 shares; 2024Q4: 338 shares; 2025Q1: 673 shares; 2025Q2: 4,535 shares; 2025Q3: 3,392 shares; 2025Q4: 3,395 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $108K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 572 shares; 2025Q1: 675 shares; 2025Q2: 725 shares; 2025Q3: 719 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares; 2026Q2: 1,457 shares 1,457 $106K 0.01% +200 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares 2,330 $106K 0.01% 0 Timeline FRMI FERMI INC More: the full row for FERMI 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: 11,400 shares 11,400 $104K 0.01% new Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,475 shares; 2024Q4: 9,475 shares; 2025Q1: 9,475 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares; 2026Q1: 9,475 shares; 2026Q2: 9,475 shares 9,475 $102K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 854 shares; 2025Q1: 868 shares; 2025Q2: 725 shares; 2025Q3: 690 shares; 2025Q4: 671 shares; 2026Q1: 1,061 shares; 2026Q2: 1,058 shares 1,058 $101K 0.01% -3 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: 585 shares 585 $100K 0.01% new 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: 109 shares; 2024Q4: 105 shares; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 93 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $99.9K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 312 shares 312 $99.5K 0.01% +4 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,056 shares; 2025Q1: 1,048 shares; 2025Q2: 1,065 shares; 2025Q3: 1,080 shares; 2025Q4: 1,073 shares; 2026Q1: 1,075 shares; 2026Q2: 1,080 shares 1,080 $99.1K 0.01% +5 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: 118 shares; 2025Q1: 118 shares; 2025Q2: 155 shares; 2025Q3: 118 shares; 2025Q4: 318 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $96.7K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,291 shares; 2025Q3: 1,301 shares; 2025Q4: 1,249 shares; 2026Q1: 1,177 shares; 2026Q2: 1,277 shares 1,277 $96.4K 0.01% +100 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: 119 shares; 2024Q4: 120 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 130 shares 130 $93.4K 0.01% +10 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: 471 shares; 2024Q4: 477 shares; 2025Q1: 349 shares; 2025Q2: 293 shares; 2025Q3: 349 shares; 2025Q4: 374 shares; 2026Q1: 575 shares; 2026Q2: 662 shares 662 $92.6K 0.01% +87 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: 4,178 shares; 2024Q4: 1,580 shares; 2025Q1: 1,474 shares; 2025Q2: 2,053 shares; 2025Q3: 1,910 shares; 2025Q4: 1,420 shares; 2026Q1: 1,429 shares; 2026Q2: 1,456 shares 1,456 $91.6K 0.01% +27 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,418 shares; 2024Q4: 3,812 shares; 2025Q1: 2,229 shares; 2025Q2: 1,807 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $89.4K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 349 shares; 2025Q1: 464 shares; 2025Q2: 513 shares; 2025Q3: 536 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 562 shares 562 $88.1K 0.01% +14 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 426 shares; 2025Q1: 336 shares; 2025Q2: 434 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 409 shares; 2026Q2: 424 shares 424 $87.8K 0.01% +15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 196 shares; 2025Q2: 180 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 334 shares 334 $85.3K 0.01% -46 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $85.3K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 1,356 shares; 2026Q1: 750 shares; 2026Q2: 844 shares 844 $85K 0.01% +94 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 166 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 252 shares 252 $84.4K 0.01% +90 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: not reported; 2026Q2: 526 shares 526 $83.5K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG 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: 1,697 shares 1,697 $83.3K 0.01% new 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: 977 shares; 2024Q4: 1,008 shares; 2025Q1: 984 shares; 2025Q2: 969 shares; 2025Q3: 1,299 shares; 2025Q4: 1,099 shares; 2026Q1: 1,037 shares; 2026Q2: 853 shares 853 $82.8K 0.01% -184 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares; 2026Q2: 425 shares 425 $80.6K 0.01% +8 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 937 shares; 2025Q2: 953 shares; 2025Q3: 687 shares; 2025Q4: 688 shares; 2026Q1: 695 shares; 2026Q2: 708 shares 708 $79.1K 0.01% +13 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,433 shares; 2025Q3: 2,314 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares; 2026Q2: 2,145 shares 2,145 $78.8K 0.01% -136 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $77.5K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 406 shares; 2025Q1: 440 shares; 2025Q2: 411 shares; 2025Q3: 397 shares; 2025Q4: 493 shares; 2026Q1: 390 shares; 2026Q2: 491 shares 491 $77.2K 0.01% +101 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $75.7K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 804 shares; 2025Q1: 806 shares; 2025Q2: 1,009 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $75.5K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 2,131 shares; 2025Q1: 2,159 shares; 2025Q2: 2,202 shares; 2025Q3: 2,246 shares; 2025Q4: 2,299 shares; 2026Q1: 2,326 shares; 2026Q2: 6,344 shares 6,344 $74.9K 0.01% +4,018 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $74.1K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 655 shares 655 $73.6K 0.01% +19 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 2,920 shares; 2025Q3: 3,018 shares; 2025Q4: 2,792 shares; 2026Q1: 3,050 shares; 2026Q2: 2,792 shares 2,792 $72.5K 0.01% -258 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: 61,749 shares; 2024Q4: 61,353 shares; 2025Q1: not reported; 2025Q2: 75,507 shares; 2025Q3: 77,503 shares; 2025Q4: 78,488 shares; 2026Q1: 217 shares; 2026Q2: 209 shares 209 $71.9K 0.01% -8 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $71.7K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $71.2K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $70.9K 0.01% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,801 shares; 2024Q4: 411,846 shares; 2025Q1: 1,025 shares; 2025Q2: 1,005 shares; 2025Q3: 408,374 shares; 2025Q4: 451,872 shares; 2026Q1: 1,493 shares; 2026Q2: 1,430 shares 1,430 $70.5K 0.01% -63 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares; 2026Q2: 2,704 shares 2,704 $70.1K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,039 shares; 2025Q1: 1,092 shares; 2025Q2: 1,138 shares; 2025Q3: 1,146 shares; 2025Q4: 995 shares; 2026Q1: 1,000 shares; 2026Q2: 950 shares 950 $64.9K 0.01% -50 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: 161 shares; 2024Q4: 169 shares; 2025Q1: 165 shares; 2025Q2: 161 shares; 2025Q3: 168 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 184 shares 184 $64.4K 0.01% +14 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: 166 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 264 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $64.3K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 312 shares; 2025Q1: 315 shares; 2025Q2: 379 shares; 2025Q3: 372 shares; 2025Q4: 454 shares; 2026Q1: 371 shares; 2026Q2: 379 shares 379 $63.8K 0.01% +8 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 20 shares; 2026Q1: 23 shares; 2026Q2: 723 shares 723 $62.9K 0.01% +700 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: 441 shares; 2024Q4: 404 shares; 2025Q1: 361 shares; 2025Q2: 362 shares; 2025Q3: 384 shares; 2025Q4: 573 shares; 2026Q1: 532 shares; 2026Q2: 548 shares 548 $62.6K 0.01% +16 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 11,669 shares; 2025Q4: 11,648 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $62.3K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 1,196 shares; 2025Q3: 1,175 shares; 2025Q4: 1,180 shares; 2026Q1: 1,185 shares; 2026Q2: 1,190 shares 1,190 $61.8K 0.01% +5 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: 669 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 180 shares; 2025Q3: 178 shares; 2025Q4: 185 shares; 2026Q1: 178 shares; 2026Q2: 181 shares 181 $61.2K 0.01% +3 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,630 shares 1,630 $60.1K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 729 shares; 2025Q4: 858 shares; 2026Q1: 814 shares; 2026Q2: 1,318 shares 1,318 $59.6K 0.01% +504 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 277 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $59.5K 0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $59.5K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,386 shares; 2024Q4: 215,509 shares; 2025Q1: 221,971 shares; 2025Q2: 211,899 shares; 2025Q3: 217,410 shares; 2025Q4: 246,051 shares; 2026Q1: 666 shares; 2026Q2: 632 shares 632 $59.1K 0.01% -34 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $58.7K 0.01% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $58.2K 0.01% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 305 shares 305 $58.1K 0.01% +161 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares; 2026Q2: 3,349 shares 3,349 $58.1K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 102 shares; 2025Q1: 125 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 138 shares; 2026Q1: 133 shares; 2026Q2: 230 shares 230 $57.2K 0.01% +97 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 643 shares 643 $57.1K 0.01% +301 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: 223 shares; 2024Q4: 446 shares; 2025Q1: 459 shares; 2025Q2: 446 shares; 2025Q3: 478 shares; 2025Q4: 473 shares; 2026Q1: 487 shares; 2026Q2: 490 shares 490 $56.3K 0.01% +3 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $55.1K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,058 shares; 2025Q2: 3,040 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $54.9K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 1,135 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $54.2K 0.01% 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: 80,234 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 644 shares; 2025Q3: 510 shares; 2025Q4: 22,373 shares; 2026Q1: 22,373 shares; 2026Q2: 901 shares 901 $53.8K 0.01% -21,472 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,180 shares; 2024Q4: 10,833 shares; 2025Q1: 9,980 shares; 2025Q2: 3,778 shares; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares; 2026Q1: 2,888 shares; 2026Q2: 2,164 shares 2,164 $53.1K 0.01% -724 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,458 shares; 2025Q1: 1,813 shares; 2025Q2: 1,570 shares; 2025Q3: 1,774 shares; 2025Q4: 1,554 shares; 2026Q1: 1,578 shares; 2026Q2: 1,217 shares 1,217 $51.5K <0.01% -361 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 262 shares; 2025Q1: 303 shares; 2025Q2: 259 shares; 2025Q3: 725 shares; 2025Q4: 767 shares; 2026Q1: 322 shares; 2026Q2: 307 shares 307 $51.5K <0.01% -15 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,225 shares; 2025Q1: 1,077 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 895 shares; 2026Q2: 942 shares 942 $51.1K <0.01% +47 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,239 shares; 2026Q1: 1,355 shares; 2026Q2: 1,873 shares 1,873 $50.8K <0.01% +518 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $50.4K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 91 shares; 2025Q1: 88 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $50K <0.01% 0 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: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares; 2026Q2: 1,996 shares 1,996 $49.6K <0.01% +5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 184 shares; 2025Q1: 181 shares; 2025Q2: 180 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $48.7K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 1,282 shares; 2025Q1: 1,864 shares; 2025Q2: 1,713 shares; 2025Q3: 1,110 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,316 shares 1,316 $48.6K <0.01% +106 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: 58 shares; 2024Q4: 26 shares; 2025Q1: 162 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 637 shares; 2026Q1: 265 shares; 2026Q2: 517 shares 517 $48.3K <0.01% +252 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 405 shares; 2025Q1: 378 shares; 2025Q2: 170 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $47.3K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $46.6K <0.01% 0 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED 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: 1,099 shares; 2026Q2: 1,099 shares 1,099 $46.5K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $46.3K <0.01% new 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: 206 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 275 shares; 2026Q2: 260 shares 260 $45.9K <0.01% -15 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $45.9K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 433 shares; 2026Q2: 589 shares 589 $45.8K <0.01% +156 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: 128 shares; 2024Q4: 139 shares; 2025Q1: 82 shares; 2025Q2: 109 shares; 2025Q3: 199 shares; 2025Q4: 192 shares; 2026Q1: 217 shares; 2026Q2: 257 shares 257 $45.4K <0.01% +40 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 659 shares 659 $45.1K <0.01% +642 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: not reported; 2026Q2: 813 shares 813 $43.6K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 683 shares; 2025Q1: 689 shares; 2025Q2: 650 shares; 2025Q3: 553 shares; 2025Q4: 568 shares; 2026Q1: 625 shares; 2026Q2: 196 shares 196 $42.8K <0.01% -429 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $42.5K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 92 shares; 2025Q2: 111 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 113 shares 113 $41.9K <0.01% +3 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $41.3K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 252 shares; 2025Q1: 261 shares; 2025Q2: 208 shares; 2025Q3: 226 shares; 2025Q4: 241 shares; 2026Q1: 243 shares; 2026Q2: 82 shares 82 $41.1K <0.01% -161 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 99 shares; 2025Q1: 322 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 444 shares; 2026Q1: 466 shares; 2026Q2: 474 shares 474 $41.1K <0.01% +8 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 581 shares; 2025Q1: 584 shares; 2025Q2: 587 shares; 2025Q3: 590 shares; 2025Q4: 593 shares; 2026Q1: 595 shares; 2026Q2: 596 shares 596 $40.8K <0.01% +1 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 1,503 shares; 2025Q1: 3,257 shares; 2025Q2: 2,451 shares; 2025Q3: 2,388 shares; 2025Q4: 2,507 shares; 2026Q1: 2,348 shares; 2026Q2: 2,018 shares 2,018 $40.7K <0.01% -330 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: 25 shares; 2024Q4: 1,035 shares; 2025Q1: 30 shares; 2025Q2: 747 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 55 shares 55 $40.6K <0.01% +25 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 669 shares 669 $40.2K <0.01% -5 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 354 shares; 2025Q1: 632 shares; 2025Q2: 660 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 636 shares; 2026Q2: 649 shares 649 $40.1K <0.01% +13 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 60 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $39.7K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 63 shares; 2025Q1: 101 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 86 shares; 2026Q2: 246 shares 246 $39.3K <0.01% +160 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $39.2K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 2,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares 1,706 $38.8K <0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 720 shares; 2026Q1: 497 shares; 2026Q2: 493 shares 493 $38.4K <0.01% -4 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 2,821 shares; 2025Q1: 1,091 shares; 2025Q2: 1,980 shares; 2025Q3: 1,077 shares; 2025Q4: 1,676 shares; 2026Q1: 808 shares; 2026Q2: 1,908 shares 1,908 $38.3K <0.01% +1,100 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: 6,984 shares; 2024Q4: 7,770 shares; 2025Q1: 8,012 shares; 2025Q2: 7,594 shares; 2025Q3: 7,638 shares; 2025Q4: 7,613 shares; 2026Q1: 458 shares; 2026Q2: 449 shares 449 $38K <0.01% -9 Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 718 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $37.7K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,891 shares; 2024Q4: 4,323 shares; 2025Q1: 4,472 shares; 2025Q2: 4,071 shares; 2025Q3: 251 shares; 2025Q4: 263 shares; 2026Q1: 269 shares; 2026Q2: 275 shares 275 $37.3K <0.01% +6 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $36.6K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,082 shares; 2025Q1: 998 shares; 2025Q2: 373 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 168 shares 168 $36.3K <0.01% -118 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: 782 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $36.2K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,042 shares 1,042 $36.1K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161 shares 161 $36K <0.01% 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: 348 shares; 2024Q4: 450 shares; 2025Q1: 335 shares; 2025Q2: 281 shares; 2025Q3: 230 shares; 2025Q4: 231 shares; 2026Q1: 236 shares; 2026Q2: 232 shares 232 $36K <0.01% -4 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: 19 shares; 2024Q4: 23 shares; 2025Q1: 19 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 29 shares; 2026Q1: 353 shares; 2026Q2: 332 shares 332 $35.9K <0.01% -21 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: 700 shares; 2024Q4: 702 shares; 2025Q1: 803 shares; 2025Q2: 1,105 shares; 2025Q3: 980 shares; 2025Q4: 700 shares; 2026Q1: 617 shares; 2026Q2: 670 shares 670 $35.8K <0.01% +53 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161 shares 161 $35.6K <0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $35.4K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 163 shares; 2026Q2: 163 shares 163 $34.9K <0.01% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031 shares; 2024Q4: 2,018 shares; 2025Q1: 1,859 shares; 2025Q2: 703 shares; 2025Q3: 807 shares; 2025Q4: 815 shares; 2026Q1: 821 shares; 2026Q2: 820 shares 820 $34.7K <0.01% -1 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $34.6K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 1,250 shares 1,250 $34.3K <0.01% +1,000 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 3,816 shares; 2025Q1: 3,934 shares; 2025Q2: 3,692 shares; 2025Q3: 3,639 shares; 2025Q4: 3,629 shares; 2026Q1: 342 shares; 2026Q2: 347 shares 347 $34.1K <0.01% +5 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 488 shares; 2025Q1: 1,527 shares; 2025Q2: 1,457 shares; 2025Q3: 1,115 shares; 2025Q4: 1,061 shares; 2026Q1: 984 shares; 2026Q2: 2,471 shares 2,471 $34.1K <0.01% +1,487 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 82 shares; 2025Q1: 104 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 117 shares 117 $34K <0.01% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $33.9K <0.01% 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: 144 shares; 2024Q4: 144 shares; 2025Q1: 155 shares; 2025Q2: 144 shares; 2025Q3: 141 shares; 2025Q4: 131 shares; 2026Q1: 138 shares; 2026Q2: 152 shares 152 $33.9K <0.01% +14 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS 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: 1,957 shares; 2026Q2: 1,957 shares 1,957 $33.9K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $33.9K <0.01% 0 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $33.8K <0.01% 0 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS 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: 5,896 shares; 2026Q1: 5,896 shares; 2026Q2: 5,896 shares 5,896 $33.6K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $33.5K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,706 shares; 2025Q1: 1,571 shares; 2025Q2: 593 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $33.4K <0.01% 0 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS 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: 326 shares 326 $33.2K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares; 2026Q2: 723 shares 723 $32.8K <0.01% +167 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 3,850 shares; 2025Q1: 5,050 shares; 2025Q2: 5,092 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,050 shares 5,050 $32.7K <0.01% 0 Timeline SKYQ SKY QUARRY INC More: the full row for SKY QUARRY 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: 8,900 shares 8,900 $32.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392 shares 392 $32.6K <0.01% new Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $32.5K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 168 shares; 2025Q1: 170 shares; 2025Q2: 215 shares; 2025Q3: 222 shares; 2025Q4: 213 shares; 2026Q1: 289 shares; 2026Q2: 383 shares 383 $32.4K <0.01% +94 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 302 shares; 2026Q1: 2,910 shares; 2026Q2: 2,914 shares 2,914 $32.4K <0.01% +4 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 373 shares 373 $32K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 485 shares; 2025Q1: 546 shares; 2025Q2: 596 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 1,000 shares 1,000 $32K <0.01% +254 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT 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: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $31.9K <0.01% 0 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: 205 shares; 2024Q4: 116 shares; 2025Q1: 490 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 258 shares; 2026Q2: 261 shares 261 $31.7K <0.01% +3 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $31.2K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 138 shares; 2025Q4: 167 shares; 2026Q1: 179 shares; 2026Q2: 227 shares 227 $31.1K <0.01% +48 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 22 shares 22 $30.5K <0.01% +2 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX 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: 1,238 shares 1,238 $30.3K <0.01% new Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $30.2K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,223 shares; 2025Q1: 1,173 shares; 2025Q2: 1,611 shares; 2025Q3: 1,578 shares; 2025Q4: 1,624 shares; 2026Q1: 1,012 shares; 2026Q2: 957 shares 957 $30K <0.01% -55 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $30K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 1,260 shares 1,260 $29.8K <0.01% +320 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 464 shares; 2025Q1: 472 shares; 2025Q2: 485 shares; 2025Q3: 494 shares; 2025Q4: 504 shares; 2026Q1: 513 shares; 2026Q2: 525 shares 525 $29.7K <0.01% +12 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 378 shares; 2026Q2: 380 shares 380 $29.6K <0.01% +2 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 1,002 shares; 2025Q1: 1,021 shares; 2025Q2: 1,039 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $28.8K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 65 shares; 2025Q1: 76 shares; 2025Q2: 82 shares; 2025Q3: 85 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $28.7K <0.01% 0 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $28.6K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $28.5K <0.01% 0 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 663 shares 663 $28.3K <0.01% +235 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL 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: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $28.3K <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,659 shares; 2024Q4: 8,605 shares; 2025Q1: 7,926 shares; 2025Q2: 3,001 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 779 shares 779 $28.2K <0.01% +26 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 168 shares; 2025Q1: 305 shares; 2025Q2: 220 shares; 2025Q3: 147 shares; 2025Q4: 183 shares; 2026Q1: 158 shares; 2026Q2: 383 shares 383 $28.1K <0.01% +225 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $27.9K <0.01% 0 Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A Quarterly shares; oldest to newest; scale is this 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: 2,272 shares 2,272 $27.8K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares; 2026Q2: 2,828 shares 2,828 $27.7K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 2,404 shares; 2025Q2: 1,526 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,227 shares; 2026Q2: 1,141 shares 1,141 $27.3K <0.01% -86 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,724 shares; 2025Q1: 1,773 shares; 2025Q2: 1,823 shares; 2025Q3: 1,875 shares; 2025Q4: 1,926 shares; 2026Q1: 1,980 shares; 2026Q2: 2,038 shares 2,038 $27.2K <0.01% +58 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,892 shares; 2025Q1: 1,915 shares; 2025Q2: 1,954 shares; 2025Q3: 1,993 shares; 2025Q4: 2,044 shares; 2026Q1: 2,069 shares; 2026Q2: 2,109 shares 2,109 $26.9K <0.01% +40 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this 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: 588 shares 588 $26.7K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 75 shares; 2025Q1: 71 shares; 2025Q2: 241 shares; 2025Q3: 247 shares; 2025Q4: 244 shares; 2026Q1: 235 shares; 2026Q2: 65 shares 65 $26.5K <0.01% -170 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 1,093 shares; 2025Q1: 1,008 shares; 2025Q2: 392 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $26.4K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 737 shares 737 $26.3K <0.01% new Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 215 shares; 2025Q1: 115 shares; 2025Q2: 116 shares; 2025Q3: 136 shares; 2025Q4: 298 shares; 2026Q1: 493 shares; 2026Q2: 331 shares 331 $26.3K <0.01% -162 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: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $26K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $26K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 2,167 shares; 2025Q2: 2,211 shares; 2025Q3: 2,255 shares; 2025Q4: 2,299 shares; 2026Q1: 2,343 shares; 2026Q2: 2,386 shares 2,386 $25.9K <0.01% +43 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,273 shares; 2025Q3: 1,272 shares; 2025Q4: 762 shares; 2026Q1: 727 shares; 2026Q2: 959 shares 959 $25.6K <0.01% +232 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,629 shares; 2025Q1: 3,383 shares; 2025Q2: 1,279 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 984 shares 984 $25.3K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 148 shares; 2025Q1: 166 shares; 2025Q2: 136 shares; 2025Q3: 126 shares; 2025Q4: 118 shares; 2026Q1: 119 shares; 2026Q2: 112 shares 112 $25.3K <0.01% -7 Timeline GSST 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $25.3K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $25.1K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,709 shares; 2025Q1: 3,419 shares; 2025Q2: 1,274 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972 $24.9K <0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 556 shares; 2025Q4: 572 shares; 2026Q1: 588 shares; 2026Q2: 604 shares 604 $24.6K <0.01% +16 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: 450 shares; 2025Q1: 458 shares; 2025Q2: 436 shares; 2025Q3: 445 shares; 2025Q4: 454 shares; 2026Q1: 463 shares; 2026Q2: 472 shares 472 $24.5K <0.01% +9 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 61 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $24.5K <0.01% 0 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,595 shares; 2025Q2: 7,450 shares; 2025Q3: 5,732 shares; 2025Q4: 5,732 shares; 2026Q1: 5,732 shares; 2026Q2: 5,732 shares 5,732 $24.4K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 196 shares; 2025Q2: 184 shares; 2025Q3: 189 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 190 shares 190 $24.3K <0.01% +9 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 323 shares; 2025Q1: 203 shares; 2025Q2: 857 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 711 shares 711 $24.2K <0.01% -50 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK 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: 1,040 shares 1,040 $24.1K <0.01% new Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 1,568 shares 1,568 $24.1K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 232 shares; 2026Q2: 264 shares 264 $24.1K <0.01% +32 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 24 shares; 2025Q1: 21 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $24K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 79 shares; 2025Q1: 100 shares; 2025Q2: 81 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 98 shares; 2026Q2: 100 shares 100 $23.8K <0.01% +2 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: 371 shares; 2024Q4: 368 shares; 2025Q1: 403 shares; 2025Q2: 370 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 287 shares; 2026Q2: 305 shares 305 $23.5K <0.01% +18 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $23K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 39 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $23K <0.01% 0 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this 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: 550 shares 550 $22.8K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $22.8K <0.01% new 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: 111,359 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 33,198 shares; 2025Q4: 33,436 shares; 2026Q1: 200 shares; 2026Q2: 294 shares 294 $22.7K <0.01% +94 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: 1,351 shares; 2026Q2: 1,385 shares 1,385 $22.6K <0.01% +34 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: 51 shares; 2024Q4: 52 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $22.5K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 2,258 shares 2,258 $22.4K <0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $22.4K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 136 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708 shares; 2026Q2: 724 shares 724 $22.3K <0.01% +16 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $22.3K <0.01% 0 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,670 shares; 2025Q1: 4,301 shares; 2025Q2: 1,627 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares; 2026Q2: 789 shares 789 $22.3K <0.01% -454 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 125 shares 125 $22.3K <0.01% +118 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: 186 shares; 2024Q4: 139 shares; 2025Q1: 205 shares; 2025Q2: 222 shares; 2025Q3: 214 shares; 2025Q4: 219 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $22.2K <0.01% 0 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $22.1K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094 shares; 2024Q4: 1,605 shares; 2025Q1: 1,616 shares; 2025Q2: 1,633 shares; 2025Q3: 1,650 shares; 2025Q4: 815 shares; 2026Q1: 819 shares; 2026Q2: 379 shares 379 $22.1K <0.01% -440 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 13 shares 13 $22.1K <0.01% -3 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: not reported; 2026Q2: 589 shares 589 $22K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 47 shares; 2025Q1: 196 shares; 2025Q2: 209 shares; 2025Q3: 191 shares; 2025Q4: 89 shares; 2026Q1: 169 shares; 2026Q2: 184 shares 184 $21.9K <0.01% +15 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: 79 shares; 2024Q4: 88 shares; 2025Q1: 86 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 98 shares 98 $21.9K <0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 124 shares 124 $21.8K <0.01% +117 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245 shares 245 $21.7K <0.01% new Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $21.7K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,336 shares; 2025Q1: 1,365 shares; 2025Q2: 1,396 shares; 2025Q3: 1,429 shares; 2025Q4: 1,463 shares; 2026Q1: 1,499 shares; 2026Q2: 1,536 shares 1,536 $21.6K <0.01% +37 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,347 shares; 2025Q1: 1,381 shares; 2025Q2: 1,418 shares; 2025Q3: 1,452 shares; 2025Q4: 1,484 shares; 2026Q1: 1,513 shares; 2026Q2: 1,546 shares 1,546 $21.6K <0.01% +33 Timeline NP NEPTUNE INS HLDGS INC More: the full row for NEPTUNE INS 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: 684 shares; 2026Q2: 684 shares 684 $21.5K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $21.3K <0.01% 0 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP 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: 536 shares 536 $21.2K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 1,005 shares; 2025Q1: 1,018 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares; 2025Q4: 1,085 shares; 2026Q1: 1,097 shares; 2026Q2: 1,732 shares 1,732 $21.1K <0.01% +635 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 64 shares; 2025Q1: 96 shares; 2025Q2: 83 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 67 shares 67 $21.1K <0.01% -19 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,321 shares; 2025Q1: 1,350 shares; 2025Q2: 1,029 shares; 2025Q3: 1,053 shares; 2025Q4: 1,078 shares; 2026Q1: 1,107 shares; 2026Q2: 1,136 shares 1,136 $21K <0.01% +29 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558 shares; 2024Q4: 1,599 shares; 2025Q1: 1,641 shares; 2025Q2: 1,686 shares; 2025Q3: 1,732 shares; 2025Q4: 1,782 shares; 2026Q1: 1,835 shares; 2026Q2: 1,890 shares 1,890 $20.9K <0.01% +55 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 800 shares 800 $20.6K <0.01% new Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 771 shares; 2025Q1: 710 shares; 2025Q2: 268 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $20.6K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 44 shares 44 $20.5K <0.01% new Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS 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: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $20.4K <0.01% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $20.4K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 82 shares; 2025Q1: 84 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 95 shares 95 $20.2K <0.01% +6 Timeline RSPA 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: not reported; 2026Q2: 376 shares 376 $20.1K <0.01% new Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 241 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $20.1K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 57 shares; 2025Q1: 40 shares; 2025Q2: 84 shares; 2025Q3: 82 shares; 2025Q4: 73 shares; 2026Q1: 85 shares; 2026Q2: 111 shares 111 $19.9K <0.01% +26 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $19.9K <0.01% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 1,492 shares 1,492 $19.8K <0.01% +19 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $19.8K <0.01% 0 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: 199 shares; 2024Q4: 222 shares; 2025Q1: 211 shares; 2025Q2: 236 shares; 2025Q3: 241 shares; 2025Q4: 232 shares; 2026Q1: 832 shares; 2026Q2: 236 shares 236 $19.7K <0.01% -596 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: 171 shares; 2024Q4: 159 shares; 2025Q1: 110 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $19.7K <0.01% 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $19.5K <0.01% 0 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE 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: 744 shares 744 $19.5K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 55 shares; 2025Q1: 24 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $19.5K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 49 shares; 2025Q2: 68 shares; 2025Q3: 75 shares; 2025Q4: 515 shares; 2026Q1: 157 shares; 2026Q2: 195 shares 195 $19.4K <0.01% +38 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: 76 shares; 2024Q4: 60 shares; 2025Q1: 77 shares; 2025Q2: 64 shares; 2025Q3: 57 shares; 2025Q4: 62 shares; 2026Q1: 49 shares; 2026Q2: 50 shares 50 $19.3K <0.01% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 524 shares; 2025Q2: 233 shares; 2025Q3: 417 shares; 2025Q4: 185 shares; 2026Q1: 459 shares; 2026Q2: 199 shares 199 $19.3K <0.01% -260 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: 114 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $19.3K <0.01% 0 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS 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: 197 shares 197 $19.1K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 548 shares; 2025Q1: 160 shares; 2025Q2: 193 shares; 2025Q3: 120 shares; 2025Q4: 126 shares; 2026Q1: 96 shares; 2026Q2: 100 shares 100 $19.1K <0.01% +4 Timeline TMFC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $19.1K <0.01% 0 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 66 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $19K <0.01% 0 Timeline CAST FREECAST INC More: the full row for FREECAST 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: 2,800 shares 2,800 $18.8K <0.01% new Timeline JQUA 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $18.7K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 106 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 110 shares 110 $18.7K <0.01% -17 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 102 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $18.7K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 461 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 1,054 shares; 2026Q2: 1,095 shares 1,095 $18.5K <0.01% +41 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 671 shares; 2025Q1: 618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares 381 $18.5K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 269 shares; 2025Q1: 922 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $18.4K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 46 shares; 2026Q2: 112 shares 112 $18.3K <0.01% +66 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 608 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $18.2K <0.01% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $18.2K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 197 shares; 2025Q1: 248 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 314 shares; 2026Q2: 342 shares 342 $18.1K <0.01% +28 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 154 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $18K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 181 shares; 2025Q2: 126 shares; 2025Q3: 157 shares; 2025Q4: 126 shares; 2026Q1: 143 shares; 2026Q2: 157 shares 157 $17.9K <0.01% +14 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 67 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 55 shares; 2026Q2: 57 shares 57 $17.9K <0.01% +2 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 64 shares; 2026Q2: 64 shares 64 $17.8K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,373 shares; 2025Q1: 2,136 shares; 2025Q2: 1,972 shares; 2025Q3: 2,032 shares; 2025Q4: 2,101 shares; 2026Q1: 2,097 shares; 2026Q2: 392 shares 392 $17.6K <0.01% -1,705 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 104 shares; 2025Q1: 126 shares; 2025Q2: 154 shares; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $17.5K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,239 shares; 2025Q1: 896 shares; 2025Q2: 1,845 shares; 2025Q3: 1,719 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares; 2026Q2: 679 shares 679 $17K <0.01% -863 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $16.9K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 263 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $16.6K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares; 2026Q2: 1,734 shares 1,734 $16.6K <0.01% -157 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 298 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $16.6K <0.01% 0 Timeline RIME ALGORHYTHM HLDGS INC More: the full row for ALGORHYTHM 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: 28,884 shares 28,884 $16.5K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 43 shares; 2026Q1: 224 shares; 2026Q2: 124 shares 124 $16.5K <0.01% -100 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: 80 shares; 2024Q4: 72 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $16.5K <0.01% 0 Timeline PMTS CPI CARD GROUP INC More: the full row for CPI CARD 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: 793 shares 793 $16.5K <0.01% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,933 shares; 2025Q1: 1,782 shares; 2025Q2: 658 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 486 shares 486 $16.3K <0.01% new Timeline CMRC COMMERCE.COM INC More: the full row for COMMERCE.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: 5,494 shares 5,494 $16.3K <0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74 shares 74 $16.2K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 92 shares; 2025Q1: 62 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 91 shares; 2026Q2: 119 shares 119 $15.9K <0.01% +28 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: 781 shares; 2024Q4: 821 shares; 2025Q1: 781 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 949 shares; 2026Q2: 999 shares 999 $15.9K <0.01% +50 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: 2,525 shares; 2024Q4: 2,506 shares; 2025Q1: 114 shares; 2025Q2: 105 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 459 shares; 2026Q2: 461 shares 461 $15.7K <0.01% +2 Timeline