ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,974 shares; 2024Q4: 143,280 shares; 2025Q1: 143,752 shares; 2025Q2: 151,777 shares; 2025Q3: 157,988 shares; 2025Q4: 148,643 shares; 2026Q1: 153,842 shares; 2026Q2: 156,657 shares 156,657 $25.7M 11.91% +2,815 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,337 shares; 2024Q4: 243,078 shares; 2025Q1: 233,784 shares; 2025Q2: 249,737 shares; 2025Q3: 257,057 shares; 2025Q4: 244,365 shares; 2026Q1: 247,404 shares; 2026Q2: 247,084 shares 247,084 $8.93M 4.13% -320 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: 7,623 shares; 2024Q4: 7,602 shares; 2025Q1: 83,913 shares; 2025Q2: 91,018 shares; 2025Q3: 97,922 shares; 2025Q4: 95,000 shares; 2026Q1: 96,109 shares; 2026Q2: 98,239 shares 98,239 $7.58M 3.5% +2,130 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,791 shares; 2024Q4: 39,730 shares; 2025Q1: 44,176 shares; 2025Q2: 47,049 shares; 2025Q3: 50,823 shares; 2025Q4: 54,894 shares; 2026Q1: 57,336 shares; 2026Q2: 60,547 shares 60,547 $6.19M 2.86% +3,211 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 1,565 shares; 2025Q2: 1,566 shares; 2025Q3: 138,541 shares; 2025Q4: 136,762 shares; 2026Q1: 136,747 shares; 2026Q2: 133,965 shares 133,965 $5.99M 2.77% -2,782 Timeline HEFA 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: 10 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 112,470 shares; 2025Q4: 112,097 shares; 2026Q1: 116,371 shares; 2026Q2: 120,140 shares 120,140 $5.64M 2.61% +3,769 Timeline RSPM 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: 105,135 shares; 2024Q4: 105,079 shares; 2025Q1: 110,854 shares; 2025Q2: 117,680 shares; 2025Q3: 125,599 shares; 2025Q4: 128,356 shares; 2026Q1: 127,927 shares; 2026Q2: 130,830 shares 130,830 $5.06M 2.34% +2,903 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,107 shares; 2024Q4: 70,022 shares; 2025Q1: 80,957 shares; 2025Q2: 86,063 shares; 2025Q3: 189,198 shares; 2025Q4: 103,432 shares; 2026Q1: 108,647 shares; 2026Q2: 116,854 shares 116,854 $4.96M 2.29% +8,207 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: 146 shares; 2024Q4: 180 shares; 2025Q1: 5,634 shares; 2025Q2: 4,476 shares; 2025Q3: 3,616 shares; 2025Q4: 4,112 shares; 2026Q1: 44,879 shares; 2026Q2: 46,836 shares 46,836 $4.72M 2.18% +1,957 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: 60,878 shares; 2024Q4: 62,371 shares; 2025Q1: 71,142 shares; 2025Q2: 76,984 shares; 2025Q3: 83,752 shares; 2025Q4: 84,415 shares; 2026Q1: 90,376 shares; 2026Q2: 95,678 shares 95,678 $4.63M 2.14% +5,302 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,384 shares; 2024Q4: 39,856 shares; 2025Q1: 39,057 shares; 2025Q2: 40,496 shares; 2025Q3: 40,769 shares; 2025Q4: 39,922 shares; 2026Q1: 40,007 shares; 2026Q2: 41,638 shares 41,638 $4.46M 2.06% +1,631 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,833 shares; 2024Q4: 57,415 shares; 2025Q1: 154,097 shares; 2025Q2: 70,053 shares; 2025Q3: 75,480 shares; 2025Q4: 165,186 shares; 2026Q1: 84,162 shares; 2026Q2: 89,209 shares 89,209 $4.44M 2.05% +5,047 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,972 shares; 2025Q1: not reported; 2025Q2: 47,608 shares; 2025Q3: not reported; 2025Q4: 42,557 shares; 2026Q1: not reported; 2026Q2: 35,970 shares 35,970 $4.38M 2.03% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,413 shares; 2024Q4: 105,116 shares; 2025Q1: 104,357 shares; 2025Q2: 109,934 shares; 2025Q3: 123,188 shares; 2025Q4: 119,056 shares; 2026Q1: 122,714 shares; 2026Q2: 131,197 shares 131,197 $4.35M 2.01% +8,483 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 357 shares; 2025Q1: 379 shares; 2025Q2: 438 shares; 2025Q3: 497 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,075 shares 85,075 $4.34M 2.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 188 shares; 2025Q2: 46,590 shares; 2025Q3: 187 shares; 2025Q4: 43,768 shares; 2026Q1: 97 shares; 2026Q2: 45,013 shares 45,013 $4.34M 2.01% +44,916 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,169 shares; 2026Q1: 25,197 shares; 2026Q2: 29,155 shares 29,155 $3.41M 1.58% +3,958 Timeline RSPU 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: 40,104 shares; 2024Q4: 39,912 shares; 2025Q1: 39,360 shares; 2025Q2: 40,192 shares; 2025Q3: 41,690 shares; 2025Q4: 39,756 shares; 2026Q1: 40,751 shares; 2026Q2: 41,873 shares 41,873 $3.4M 1.57% +1,122 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: 111,359 shares; 2024Q4: 222,718 shares; 2025Q1: 170,003 shares; 2025Q2: 166,900 shares; 2025Q3: 164,888 shares; 2025Q4: 137,318 shares; 2026Q1: 138,487 shares; 2026Q2: 139,626 shares 139,626 $3.23M 1.49% +1,139 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: 19,399 shares; 2024Q4: 19,802 shares; 2025Q1: 22,334 shares; 2025Q2: 24,685 shares; 2025Q3: 26,461 shares; 2025Q4: 28,316 shares; 2026Q1: 29,524 shares; 2026Q2: 31,728 shares 31,728 $2.97M 1.37% +2,204 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: 22,241 shares; 2024Q4: 22,861 shares; 2025Q1: 26,103 shares; 2025Q2: 28,511 shares; 2025Q3: 79,672 shares; 2025Q4: 32,117 shares; 2026Q1: 33,359 shares; 2026Q2: 35,669 shares 35,669 $2.95M 1.36% +2,310 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,518 shares; 2024Q4: 141,105 shares; 2025Q1: 40,245 shares; 2025Q2: 43,750 shares; 2025Q3: 47,183 shares; 2025Q4: 51,556 shares; 2026Q1: 56,043 shares; 2026Q2: 58,748 shares 58,748 $2.37M 1.1% +2,705 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,805 shares; 2024Q4: 160,505 shares; 2025Q1: 100,166 shares; 2025Q2: 99,246 shares; 2025Q3: 34,564 shares; 2025Q4: 29,261 shares; 2026Q1: 29,358 shares; 2026Q2: 28,629 shares 28,629 $2.16M 1% -729 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: 578 shares; 2024Q4: 4,648 shares; 2025Q1: 4,942 shares; 2025Q2: 4,053 shares; 2025Q3: 4,057 shares; 2025Q4: 4,061 shares; 2026Q1: 4,089 shares; 2026Q2: 7,371 shares 7,371 $2.13M 0.99% +3,282 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,360 shares; 2024Q4: 24,188 shares; 2025Q1: 21,968 shares; 2025Q2: 21,691 shares; 2025Q3: 21,621 shares; 2025Q4: 20,845 shares; 2026Q1: 21,249 shares; 2026Q2: 21,703 shares 21,703 $2.09M 0.97% +454 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: 3,478 shares; 2024Q4: 47,425 shares; 2025Q1: 2,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,740 shares; 2026Q2: 20,609 shares 20,609 $2.07M 0.96% -41,131 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,528 shares; 2024Q4: 43,599 shares; 2025Q1: 40,514 shares; 2025Q2: 41,903 shares; 2025Q3: 42,760 shares; 2025Q4: 40,021 shares; 2026Q1: 40,424 shares; 2026Q2: 31,446 shares 31,446 $2.03M 0.94% -8,978 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,861 shares; 2024Q4: 96,506 shares; 2025Q1: 78,921 shares; 2025Q2: 76,181 shares; 2025Q3: 26,768 shares; 2025Q4: 22,776 shares; 2026Q1: 22,482 shares; 2026Q2: 21,968 shares 21,968 $1.93M 0.89% -514 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,972 shares; 2024Q4: 48,337 shares; 2025Q1: 49,413 shares; 2025Q2: 50,174 shares; 2025Q3: 53,064 shares; 2025Q4: 55,026 shares; 2026Q1: 57,517 shares; 2026Q2: 60,761 shares 60,761 $1.82M 0.84% +3,244 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: 13,874 shares; 2024Q4: 14,174 shares; 2025Q1: 16,069 shares; 2025Q2: 70,687 shares; 2025Q3: 18,310 shares; 2025Q4: 19,993 shares; 2026Q1: 20,840 shares; 2026Q2: 22,374 shares 22,374 $1.77M 0.82% +1,534 Timeline RSPN 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: 29,084 shares; 2024Q4: 28,966 shares; 2025Q1: 27,118 shares; 2025Q2: 27,611 shares; 2025Q3: 28,416 shares; 2025Q4: 27,018 shares; 2026Q1: 27,206 shares; 2026Q2: 27,621 shares 27,621 $1.77M 0.82% +415 Timeline EQAL 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: 125 shares; 2025Q1: 16,037 shares; 2025Q2: 46,037 shares; 2025Q3: 45,899 shares; 2025Q4: 50,093 shares; 2026Q1: 29,319 shares; 2026Q2: 29,344 shares 29,344 $1.74M 0.8% +25 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,621 shares; 2024Q4: 37,977 shares; 2025Q1: 32,824 shares; 2025Q2: 31,147 shares; 2025Q3: 30,129 shares; 2025Q4: 31,023 shares; 2026Q1: 31,683 shares; 2026Q2: 31,674 shares 31,674 $1.6M 0.74% -9 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,258 shares; 2024Q4: 26,235 shares; 2025Q1: 25,625 shares; 2025Q2: 26,306 shares; 2025Q3: 27,045 shares; 2025Q4: 25,901 shares; 2026Q1: 26,731 shares; 2026Q2: 28,111 shares 28,111 $1.57M 0.73% +1,380 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,836 shares 41,836 $1.24M 0.57% new Timeline PPLI PEOPLE INC More: the full row for PEOPLE 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: 25,963 shares; 2026Q1: not reported; 2026Q2: 26,622 shares 26,622 $1.23M 0.57% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 1,407 shares; 2025Q1: 5,537 shares; 2025Q2: 21,825 shares; 2025Q3: 22,276 shares; 2025Q4: 22,906 shares; 2026Q1: 108,067 shares; 2026Q2: 23,482 shares 23,482 $1.18M 0.55% -84,585 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING 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: not reported; 2026Q1: not reported; 2026Q2: 21,564 shares 21,564 $1.18M 0.54% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,212 shares 74,212 $1.17M 0.54% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,376 shares 2,376 $1.17M 0.54% new Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 26,917 shares 26,917 $1.16M 0.54% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $1.15M 0.53% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,676 shares 84,676 $1.15M 0.53% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,921 shares; 2026Q1: not reported; 2026Q2: 14,950 shares 14,950 $1.14M 0.53% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $1.14M 0.53% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 3,124 shares; 2026Q1: 3,521 shares; 2026Q2: 3,180 shares 3,180 $1.14M 0.53% -341 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 44,687 shares; 2026Q2: 43,011 shares 43,011 $1.14M 0.53% -1,676 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,273 shares; 2025Q1: 13,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 7,723 shares 7,723 $1.13M 0.52% +7,030 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,916 shares 2,916 $1.13M 0.52% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,881 shares 22,881 $1.13M 0.52% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,427 shares 23,427 $1.11M 0.52% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,610 shares 4,610 $1.11M 0.51% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,615 shares; 2026Q1: not reported; 2026Q2: 10,374 shares 10,374 $1.11M 0.51% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS 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: 53,616 shares 53,616 $1.1M 0.51% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 14,806 shares 14,806 $1.1M 0.51% +13,442 Timeline LEA LEAR CORP More: the full row for LEAR 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: 8,153 shares 8,153 $1.09M 0.51% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,385 shares 51,385 $1.09M 0.5% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares; 2026Q2: 8,040 shares 8,040 $1.09M 0.5% +7,298 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,295 shares 16,295 $1.08M 0.5% new 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: not reported; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,036 shares 1,036 $1.08M 0.5% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,069 shares 23,069 $1.07M 0.5% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,047 shares 9,047 $1.07M 0.5% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,447 shares 9,447 $1.06M 0.49% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,752 shares; 2026Q1: not reported; 2026Q2: 113,104 shares 113,104 $1.06M 0.49% new Timeline XPO XPO INC More: the full row for XPO 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: 5,169 shares 5,169 $1.06M 0.49% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,382 shares; 2025Q4: not reported; 2026Q1: 16,883 shares; 2026Q2: 16,863 shares 16,863 $1.06M 0.49% -20 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,227 shares 14,227 $1.06M 0.49% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 21,121 shares; 2026Q1: 13,714 shares; 2026Q2: 15,947 shares 15,947 $1.06M 0.49% +2,233 Timeline NOV NOV INC More: the full row for NOV 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: 56,714 shares 56,714 $1.05M 0.49% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,942 shares 4,942 $1.05M 0.49% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,030 shares 6,030 $1.05M 0.49% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,859 shares 20,859 $1.04M 0.48% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,336 shares; 2026Q1: not reported; 2026Q2: 31,844 shares 31,844 $1.04M 0.48% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,285 shares 24,285 $1.03M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,084 shares 3,084 $1.03M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 3,255 shares 3,255 $1.02M 0.47% +3,243 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,736 shares; 2025Q2: not reported; 2025Q3: 8,579 shares; 2025Q4: 84,609 shares; 2026Q1: 7,155 shares; 2026Q2: 89,142 shares 89,142 $1.01M 0.47% +81,987 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,812 shares 28,812 $985K 0.46% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,290 shares; 2024Q4: 14,290 shares; 2025Q1: 14,290 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares; 2025Q4: 7,281 shares; 2026Q1: 7,281 shares; 2026Q2: 7,281 shares 7,281 $967K 0.45% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,123 shares; 2025Q3: 18,561 shares; 2025Q4: 18,669 shares; 2026Q1: 19,046 shares; 2026Q2: 19,074 shares 19,074 $945K 0.44% +28 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: 46 shares; 2024Q4: 9,966 shares; 2025Q1: 9,966 shares; 2025Q2: 39,352 shares; 2025Q3: 39,677 shares; 2025Q4: 27,612 shares; 2026Q1: 12,800 shares; 2026Q2: 12,353 shares 12,353 $907K 0.42% -447 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,250 shares; 2026Q2: 4,257 shares 4,257 $906K 0.42% +7 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: 12,687 shares; 2024Q4: 12,866 shares; 2025Q1: 16,250 shares; 2025Q2: 16,020 shares; 2025Q3: 16,144 shares; 2025Q4: 16,034 shares; 2026Q1: 12,638 shares; 2026Q2: 12,658 shares 12,658 $902K 0.42% +20 Timeline SCHP 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: 23,043 shares; 2024Q4: 46,281 shares; 2025Q1: 37,196 shares; 2025Q2: 35,191 shares; 2025Q3: 34,345 shares; 2025Q4: 31,847 shares; 2026Q1: 32,133 shares; 2026Q2: 31,527 shares 31,527 $835K 0.39% -606 Timeline SHM 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: 19,466 shares; 2024Q4: 19,575 shares; 2025Q1: 18,676 shares; 2025Q2: 18,386 shares; 2025Q3: 17,962 shares; 2025Q4: 17,788 shares; 2026Q1: 19,154 shares; 2026Q2: 16,705 shares 16,705 $801K 0.37% -2,449 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,463 shares; 2024Q4: 19,758 shares; 2025Q1: 20,275 shares; 2025Q2: 16,046 shares; 2025Q3: 16,047 shares; 2025Q4: 16,111 shares; 2026Q1: 16,388 shares; 2026Q2: 16,523 shares 16,523 $783K 0.36% +135 Timeline RSPG 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: 8,020 shares; 2024Q4: 7,960 shares; 2025Q1: 6,983 shares; 2025Q2: 7,144 shares; 2025Q3: 7,327 shares; 2025Q4: 7,069 shares; 2026Q1: 7,092 shares; 2026Q2: 6,416 shares 6,416 $629K 0.29% -676 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 9,726 shares; 2025Q1: 8,398 shares; 2025Q2: 8,272 shares; 2025Q3: 8,116 shares; 2025Q4: 7,713 shares; 2026Q1: 7,808 shares; 2026Q2: 7,663 shares 7,663 $594K 0.27% -145 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,831 shares; 2024Q4: 28,317 shares; 2025Q1: 25,384 shares; 2025Q2: 25,116 shares; 2025Q3: 25,094 shares; 2025Q4: 24,015 shares; 2026Q1: 24,589 shares; 2026Q2: 24,257 shares 24,257 $574K 0.27% -332 Timeline MLPA 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: 12,060 shares; 2024Q4: 11,813 shares; 2025Q1: 11,497 shares; 2025Q2: 11,338 shares; 2025Q3: 11,600 shares; 2025Q4: 11,272 shares; 2026Q1: 10,704 shares; 2026Q2: 10,490 shares 10,490 $557K 0.26% -214 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: 2,028 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 2,169 shares; 2025Q3: 2,172 shares; 2025Q4: 2,472 shares; 2026Q1: 2,538 shares; 2026Q2: 2,569 shares 2,569 $514K 0.24% +31 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 648 shares; 2026Q2: 609 shares 609 $390K 0.18% -39 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 12,022 shares; 2025Q1: 11,370 shares; 2025Q2: 11,366 shares; 2025Q3: 11,442 shares; 2025Q4: 10,066 shares; 2026Q1: 8,442 shares; 2026Q2: 8,215 shares 8,215 $376K 0.17% -227 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,923 shares; 2024Q4: 4,999 shares; 2025Q1: 4,095 shares; 2025Q2: 3,951 shares; 2025Q3: 47,536 shares; 2025Q4: 3,881 shares; 2026Q1: 3,927 shares; 2026Q2: 3,929 shares 3,929 $371K 0.17% +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: 1,648 shares; 2024Q4: 1,596 shares; 2025Q1: 1,614 shares; 2025Q2: 1,601 shares; 2025Q3: 1,581 shares; 2025Q4: 1,434 shares; 2026Q1: 1,241 shares; 2026Q2: 1,236 shares 1,236 $371K 0.17% -5 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: 306 shares; 2024Q4: 313 shares; 2025Q1: 3,413 shares; 2025Q2: 306 shares; 2025Q3: 1,967 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $352K 0.16% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares; 2025Q1: 11,595 shares; 2025Q2: 6,806 shares; 2025Q3: 6,806 shares; 2025Q4: 6,277 shares; 2026Q1: 6,277 shares; 2026Q2: 6,277 shares 6,277 $351K 0.16% 0 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: 2,457 shares; 2024Q4: 2,450 shares; 2025Q1: 2,189 shares; 2025Q2: 2,171 shares; 2025Q3: 2,287 shares; 2025Q4: 2,107 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $339K 0.16% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 1,301 shares; 2025Q3: 1,342 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares 1,261 $317K 0.15% 0 Timeline PGX 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: 39,062 shares; 2024Q4: 31,620 shares; 2025Q1: 28,940 shares; 2025Q2: 28,916 shares; 2025Q3: 27,893 shares; 2025Q4: 29,051 shares; 2026Q1: 28,973 shares; 2026Q2: 29,121 shares 29,121 $316K 0.15% +148 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,369 shares; 2024Q4: 21,000 shares; 2025Q1: 17,008 shares; 2025Q2: 14,856 shares; 2025Q3: 15,128 shares; 2025Q4: 12,373 shares; 2026Q1: 13,038 shares; 2026Q2: 13,044 shares 13,044 $315K 0.15% +6 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: 1,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 54 shares; 2026Q2: 1,805 shares 1,805 $286K 0.13% +1,751 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261 shares; 2025Q2: 3,634 shares; 2025Q3: 3,616 shares; 2025Q4: 3,756 shares; 2026Q1: 2,962 shares; 2026Q2: 2,993 shares 2,993 $259K 0.12% +31 Timeline SJNK 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: 20,312 shares; 2024Q4: 20,378 shares; 2025Q1: 11,293 shares; 2025Q2: 11,712 shares; 2025Q3: 11,628 shares; 2025Q4: 11,683 shares; 2026Q1: 8,857 shares; 2026Q2: 9,111 shares 9,111 $228K 0.11% +254 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: 545 shares; 2024Q4: 1,280 shares; 2025Q1: 1,078 shares; 2025Q2: 1,303 shares; 2025Q3: 1,364 shares; 2025Q4: 862 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $225K 0.1% 0 Timeline PCY 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: 16,039 shares; 2024Q4: 11,897 shares; 2025Q1: 11,107 shares; 2025Q2: 11,062 shares; 2025Q3: 10,767 shares; 2025Q4: 10,030 shares; 2026Q1: 10,128 shares; 2026Q2: 10,092 shares 10,092 $218K 0.1% -36 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $217K 0.1% 0 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: 3,996 shares; 2024Q4: 3,997 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 4,068 shares; 2025Q4: 4,019 shares; 2026Q1: 3,133 shares; 2026Q2: 3,107 shares 3,107 $213K 0.1% -26 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: 2,291 shares; 2024Q4: 73,772 shares; 2025Q1: 6,997 shares; 2025Q2: 7,041 shares; 2025Q3: 7,142 shares; 2025Q4: 7,174 shares; 2026Q1: 7,790 shares; 2026Q2: 7,258 shares 7,258 $210K 0.1% -532 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: 185 shares; 2024Q4: 1,270 shares; 2025Q1: 212 shares; 2025Q2: 227 shares; 2025Q3: 335 shares; 2025Q4: 242 shares; 2026Q1: 261 shares; 2026Q2: 262 shares 262 $196K 0.09% +1 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,733 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: 8,864 shares; 2025Q3: 8,868 shares; 2025Q4: 8,955 shares; 2026Q1: 8,956 shares; 2026Q2: 8,956 shares 8,956 $192K 0.09% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 414 shares; 2026Q1: not reported; 2026Q2: 292 shares 292 $192K 0.09% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares; 2026Q2: 1,716 shares 1,716 $186K 0.09% -542 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,671 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,047 shares 2,047 $184K 0.09% new 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 570 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 953 shares 953 $182K 0.08% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,862 shares; 2025Q4: 1,566 shares; 2026Q1: 1,359 shares; 2026Q2: 876 shares 876 $177K 0.08% -483 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,134 shares; 2026Q1: not reported; 2026Q2: 8,531 shares 8,531 $175K 0.08% new Timeline LIT 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: 2,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,321 shares; 2026Q1: not reported; 2026Q2: 2,197 shares 2,197 $172K 0.08% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,724 shares 10,724 $170K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 431 shares; 2026Q2: 432 shares 432 $161K 0.07% +1 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,129 shares; 2024Q4: 11,249 shares; 2025Q1: 10,221 shares; 2025Q2: 10,118 shares; 2025Q3: 9,821 shares; 2025Q4: 9,031 shares; 2026Q1: 9,011 shares; 2026Q2: 8,806 shares 8,806 $161K 0.07% -205 Timeline IBHG 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: 7,424 shares; 2026Q1: 7,319 shares; 2026Q2: 7,077 shares 7,077 $156K 0.07% -242 Timeline BKLN 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: 9,922 shares; 2024Q4: 9,966 shares; 2025Q1: 9,070 shares; 2025Q2: 10,358 shares; 2025Q3: 10,075 shares; 2025Q4: 7,668 shares; 2026Q1: 7,670 shares; 2026Q2: 7,561 shares 7,561 $154K 0.07% -109 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: 1,598 shares; 2024Q4: 1,303 shares; 2025Q1: 1,438 shares; 2025Q2: 1,529 shares; 2025Q3: 1,651 shares; 2025Q4: 1,529 shares; 2026Q1: 1,552 shares; 2026Q2: 1,452 shares 1,452 $144K 0.07% -100 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: 956 shares; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares; 2026Q1: 3,894 shares; 2026Q2: 3,894 shares 3,894 $132K 0.06% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $124K 0.06% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 222 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $117K 0.05% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 230 shares; 2025Q3: 233 shares; 2025Q4: 254 shares; 2026Q1: 279 shares; 2026Q2: 314 shares 314 $111K 0.05% +35 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 1,406 shares; 2025Q1: 1,359 shares; 2025Q2: 1,158 shares; 2025Q3: 1,200 shares; 2025Q4: 872 shares; 2026Q1: 85,742 shares; 2026Q2: 1,879 shares 1,879 $95.1K 0.04% -83,863 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: 1,265 shares; 2024Q4: 643 shares; 2025Q1: 623 shares; 2025Q2: 530 shares; 2025Q3: 548 shares; 2025Q4: 401 shares; 2026Q1: 1,083 shares; 2026Q2: 860 shares 860 $94.9K 0.04% -223 Timeline GBIL 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: 1,397 shares; 2024Q4: 709 shares; 2025Q1: 687 shares; 2025Q2: 586 shares; 2025Q3: 605 shares; 2025Q4: 440 shares; 2026Q1: 1,195 shares; 2026Q2: 947 shares 947 $94.9K 0.04% -248 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $85.1K 0.04% 0 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: 285 shares; 2024Q4: 285 shares; 2025Q1: 327 shares; 2025Q2: 435 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 83 shares 83 $77.9K 0.04% +11 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: not reported; 2025Q1: 740 shares; 2025Q2: 9,258 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 666 shares 666 $77.8K 0.04% +635 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $77.7K 0.04% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $76.5K 0.04% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,466 shares; 2026Q2: 406 shares 406 $76.5K 0.04% -6,060 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: 4,242 shares; 2024Q4: 48,355 shares; 2025Q1: 4,242 shares; 2025Q2: 4,242 shares; 2025Q3: 4,242 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares; 2026Q2: 4,099 shares 4,099 $74.1K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares 1,419 $74K 0.03% 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: not reported; 2024Q4: 443 shares; 2025Q1: not reported; 2025Q2: 8,072 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 763 shares 763 $73.4K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares 1,572 $73.3K 0.03% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 138 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $71.2K 0.03% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $70.5K 0.03% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 1,041 shares 1,041 $70.1K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 128 shares 128 $66.4K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 776 shares 776 $65.7K 0.03% new 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: 287 shares; 2024Q4: 360 shares; 2025Q1: 381 shares; 2025Q2: 438 shares; 2025Q3: 495 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,287 shares 1,287 $65.2K 0.03% new 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: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 3,509 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,102 shares; 2026Q1: 4,027 shares; 2026Q2: 1,102 shares 1,102 $57.1K 0.03% -2,925 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $46.2K 0.02% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,531 shares 1,531 $43.7K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,210 shares 1,210 $42.8K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 572 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $40.5K 0.02% 0 Timeline VCLT 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: 304 shares; 2025Q2: 304 shares; 2025Q3: 309 shares; 2025Q4: 468 shares; 2026Q1: 489 shares; 2026Q2: 527 shares 527 $39.7K 0.02% +38 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: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 4,572 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $38.3K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 263 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $36.5K 0.02% 0 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: 22,479 shares; 2024Q4: 10,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 5,504 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $35.5K 0.02% 0 Timeline HYMB 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: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,818 shares; 2025Q2: 2,876 shares; 2025Q3: 3,031 shares; 2025Q4: 3,031 shares; 2026Q1: 5,290 shares; 2026Q2: 1,394 shares 1,394 $35.5K 0.02% -3,896 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,204 shares; 2026Q2: 1,366 shares 1,366 $35.3K 0.02% -3,838 Timeline MEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,671 shares; 2026Q2: 691 shares 691 $34.8K 0.02% -1,980 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 289 shares; 2025Q1: 298 shares; 2025Q2: 268 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $32.2K 0.01% 0 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: 2 shares; 2024Q4: 1,970 shares; 2025Q1: 13 shares; 2025Q2: 28 shares; 2025Q3: 30 shares; 2025Q4: 45 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $31.5K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 110 shares 110 $30.4K 0.01% +35 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $30.1K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 2,787 shares; 2026Q1: 77 shares; 2026Q2: 79 shares 79 $29.9K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $28.7K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,451 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 178 shares; 2026Q1: 180 shares; 2026Q2: 202 shares 202 $23.7K 0.01% +22 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 217 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $22.3K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 4,852 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $20.3K 0.01% 0 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: 1,480 shares; 2024Q4: 2,996 shares; 2025Q1: 2,920 shares; 2025Q2: 2,741 shares; 2025Q3: 758 shares; 2025Q4: 700 shares; 2026Q1: 705 shares; 2026Q2: 722 shares 722 $20K 0.01% +17 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 62 shares 62 $19.6K 0.01% +1 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $19.1K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 319 shares 319 $18.1K 0.01% +2 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,420 shares; 2025Q3: 22,391 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $18.1K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 749 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $18K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99 shares 99 $17.4K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 365 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $17.2K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $17.1K 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: 192 shares; 2024Q4: 559 shares; 2025Q1: 202 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $16.1K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,101 shares; 2024Q4: 2,097 shares; 2025Q1: 2,004 shares; 2025Q2: 2,012 shares; 2025Q3: 452 shares; 2025Q4: 417 shares; 2026Q1: 422 shares; 2026Q2: 442 shares 442 $16K 0.01% +20 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $15.9K 0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $14.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 31 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $14.3K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 82 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $14K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $13.8K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $12.3K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 746 shares; 2025Q1: 57 shares; 2025Q2: 55 shares; 2025Q3: 53 shares; 2025Q4: 106 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $11.8K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 2,566 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 175 shares 175 $11.5K 0.01% +140 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 245 shares 245 $11.1K 0.01% +95 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $10.8K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 120 shares 120 $10.7K <0.01% +20 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $8.66K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 76 shares; 2026Q2: 75 shares 75 $7.62K <0.01% -1 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: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $7.49K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,497 shares; 2025Q1: 90 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 80 shares; 2026Q1: 742 shares; 2026Q2: 40 shares 40 $7.41K <0.01% -702 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $7.4K <0.01% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $6.83K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $6.78K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $6.72K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 1,994 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 162 shares 162 $5.39K <0.01% -58 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 150 shares 150 $5.2K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.04K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,492 shares; 2025Q1: 21,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,119 shares; 2026Q1: not reported; 2026Q2: 50 shares 50 $5.01K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $4.83K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 105 shares 105 $4.8K <0.01% +20 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $4.77K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $4.67K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 182 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $4.62K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $4.52K <0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.3K <0.01% 0 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: 518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $4.01K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $3.88K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $3.82K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 101 shares 101 $3.43K <0.01% +1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 5,684 shares; 2025Q4: 6,266 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $3.36K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 849 shares; 2025Q1: 897 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 43 shares 43 $3.07K <0.01% -90 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 34 shares 34 $2.78K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 5,755 shares; 2026Q1: 431 shares; 2026Q2: 15 shares 15 $2.65K <0.01% -416 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: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.56K <0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $2.54K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,786 shares; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $2.42K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $2.09K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 19 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $2.02K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $2.01K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,354 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $1.79K <0.01% new 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $1.5K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $1.5K <0.01% 0 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 502 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.34K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.27K <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 163 shares; 2025Q4: 195 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $1.26K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $1.26K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.2K <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $1.13K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,586 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.11K <0.01% 0 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares 43 $951 <0.01% new 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: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $825 <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 365 shares; 2026Q1: 148 shares; 2026Q2: 100 shares 100 $824 <0.01% -48 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 60 shares; 2026Q2: 60 shares 60 $799 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $689 <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $685 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 7,589 shares; 2026Q1: 157 shares; 2026Q2: 4 shares 4 $646 <0.01% -153 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 8 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $619 <0.01% 0 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $576 <0.01% 0 Timeline SPRB SPRUCE BIOSCIENCES INC More: the full row for SPRUCE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $378 <0.01% new Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 39 shares 39 $233 <0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $201 <0.01% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,928 shares; 2024Q4: 8,982 shares; 2025Q1: 8,264 shares; 2025Q2: 8,032 shares; 2025Q3: 7,719 shares; 2025Q4: 20 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $161 <0.01% 0 Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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 shares 5 $71 <0.01% new Timeline EUV CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $56 <0.01% new Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT 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 shares 2 $35 <0.01% new Timeline BRUN BOOST RUN INC More: the full row for BOOST RUN 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 shares 1 $30 <0.01% new Timeline BATL BATTALION OIL CORP More: the full row for BATTALION OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $13 <0.01% 0 Timeline NNBR NN INC More: the full row for NN 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 shares 2 $8 <0.01% new Timeline MRLN MERLIN INC More: the full row for MERLIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $6 <0.01% new Timeline