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GHP Investment Advisors, Inc.

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13F filer, CIK 1401561, Denver, CO

GHP Investment Advisors, Inc. reported $2,680,697,636 across 1,321 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-15. Its ten largest share positions make up 14.52% of the portfolio.

Accepted , ingested 13F-HR 0001140361-26-039674

Period
2026-09-30
Reported value
$2.68B
Holdings
1,321
Top 10 weight
14.52%
New
34
Sold out
107

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+75,518$12.3M
APHadded+70,347$5.93M
NFLXadded+64,646$4.5M
VEEVadded+10,151$2.9M
TEVAnew+60,394$2.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-74,906-$10.2M
ORCLreduced-36,965-$5.08M
AMATreduced-4,295-$2.2M
TEVAexited-60,364-$2.05M
ESEreduced-5,826-$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001140361-26-039674, largest first. % of portfolio is the value over $2,680,697,636, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 442 shares; 2025Q3: 446 shares; 2025Q4: 450 shares; 2026Q1: 457 shares; 2026Q2: 461 shares; 2026Q3: 386 shares 386$77.4K<0.01%-75Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares; 2026Q2: 2,135 shares; 2026Q3: 2,135 shares 2,135$76.6K<0.01%0Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 2,100 shares; 2026Q2: 2,101 shares; 2026Q3: 2,122 shares 2,122$76.3K<0.01%+21Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 2,867 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares; 2026Q2: 1,280 shares; 2026Q3: 1,168 shares 1,168$74.9K<0.01%-112Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,104 shares; 2025Q1: 4,108 shares; 2025Q2: 4,112 shares; 2025Q3: 4,114 shares; 2025Q4: 4,118 shares; 2026Q1: 2,420 shares; 2026Q2: 2,420 shares; 2026Q3: 2,420 shares 2,420$74.8K<0.01%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 808 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 865 shares; 2026Q2: 865 shares; 2026Q3: 873 shares 873$74.1K<0.01%+8Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 26 shares 26$73.6K<0.01%-6Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,392 shares; 2025Q1: 6,601 shares; 2025Q2: 6,691 shares; 2025Q3: 6,762 shares; 2025Q4: 6,834 shares; 2026Q1: 6,874 shares; 2026Q2: 6,076 shares; 2026Q3: 6,090 shares 6,090$73.4K<0.01%+14Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 728 shares; 2026Q2: 728 shares; 2026Q3: 728 shares 728$70.8K<0.01%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 485 shares; 2025Q1: 358 shares; 2025Q2: 1,403 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 460 shares; 2026Q2: 1,260 shares; 2026Q3: 1,028 shares 1,028$70.4K<0.01%-232Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 648 shares; 2025Q1: 479 shares; 2025Q2: 483 shares; 2025Q3: 444 shares; 2025Q4: 449 shares; 2026Q1: 453 shares; 2026Q2: 557 shares; 2026Q3: 460 shares 460$70K<0.01%-97Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares; 2026Q3: 1,028 shares 1,028$69.2K<0.01%0Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,441 shares; 2025Q1: 2,449 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares; 2025Q4: 2,094 shares; 2026Q1: 1,348 shares; 2026Q2: 1,201 shares; 2026Q3: 1,096 shares 1,096$66.6K<0.01%-105Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300$66.4K<0.01%0Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 361 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345$65.8K<0.01%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 230 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares; 2026Q1: 1,259 shares; 2026Q2: 1,271 shares; 2026Q3: 1,070 shares 1,070$64.8K<0.01%-201Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158$64K<0.01%0Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,407 shares; 2026Q1: 5,407 shares; 2026Q2: 5,407 shares; 2026Q3: 5,407 shares 5,407$63.3K<0.01%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 344 shares; 2026Q1: 239 shares; 2026Q2: 279 shares; 2026Q3: 239 shares 239$63.1K<0.01%-40Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 265 shares; 2025Q3: 325 shares; 2025Q4: 401 shares; 2026Q1: 402 shares; 2026Q2: 429 shares; 2026Q3: 414 shares 414$62.8K<0.01%-15Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,020 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 216 shares 216$62.2K<0.01%0Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares; 2026Q3: 2,415 shares 2,415$61.8K<0.01%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,114 shares; 2025Q1: 1,120 shares; 2025Q2: 1,127 shares; 2025Q3: 1,133 shares; 2025Q4: 1,140 shares; 2026Q1: 1,148 shares; 2026Q2: 1,155 shares; 2026Q3: 912 shares 912$61.4K<0.01%-243Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 78 shares; 2026Q3: 66 shares 66$60.9K<0.01%-12Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,222 shares; 2025Q1: 3,075 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 3,075 shares; 2026Q1: 3,105 shares; 2026Q2: 3,075 shares; 2026Q3: 3,075 shares 3,075$60.8K<0.01%0Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,150 shares 1,150$60.5K<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 1,409 shares; 2026Q2: 1,294 shares; 2026Q3: 1,099 shares 1,099$60.3K<0.01%-195Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 504 shares; 2026Q1: 602 shares; 2026Q2: 602 shares; 2026Q3: 602 shares 602$59.8K<0.01%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares; 2026Q3: 224 shares 224$59.8K<0.01%0Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390 shares; 2026Q2: 390 shares; 2026Q3: 390 shares 390$59.5K<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 791 shares; 2025Q1: 758 shares; 2025Q2: 648 shares; 2025Q3: 594 shares; 2025Q4: 382 shares; 2026Q1: 383 shares; 2026Q2: 384 shares; 2026Q3: 384 shares 384$59.1K<0.01%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288 shares; 2025Q1: 27 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 702 shares 702$58.6K<0.01%+2Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares; 2026Q3: 699 shares 699$58.4K<0.01%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000$58K<0.01%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 1,002 shares; 2026Q2: 1,017 shares; 2026Q3: 1,022 shares 1,022$57.1K<0.01%+5Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451$56.7K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,720 shares; 2025Q1: 2,726 shares; 2025Q2: 2,331 shares; 2025Q3: 2,336 shares; 2025Q4: 2,342 shares; 2026Q1: 2,343 shares; 2026Q2: 2,343 shares; 2026Q3: 2,344 shares 2,344$56.2K<0.01%+1Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 970 shares; 2026Q2: 1,020 shares; 2026Q3: 995 shares 995$56K<0.01%-25Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 561 shares; 2026Q3: 561 shares 561$55.9K<0.01%0Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100$55.5K<0.01%0Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares; 2026Q3: 276 shares 276$55.3K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 125 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 105 shares 105$55.1K<0.01%-63Timeline
BBBLACKBERRY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares; 2026Q3: 6,000 shares 6,000$54.2K<0.01%0Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 422 shares; 2026Q2: 423 shares; 2026Q3: 424 shares 424$54.2K<0.01%+1Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,000 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares; 2026Q3: 1,008 shares 1,008$54.2K<0.01%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 301 shares; 2026Q2: 220 shares; 2026Q3: 167 shares 167$54K<0.01%-53Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,568 shares; 2025Q1: 3,471 shares; 2025Q2: 3,474 shares; 2025Q3: 2,900 shares; 2025Q4: 2,840 shares; 2026Q1: 2,055 shares; 2026Q2: 1,902 shares; 2026Q3: 666 shares 666$54K<0.01%-1,236Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 263 shares; 2026Q2: 264 shares; 2026Q3: 266 shares 266$53.9K<0.01%+2Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares; 2026Q2: 588 shares; 2026Q3: 588 shares 588$53.7K<0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 1,730 shares; 2025Q3: 1,288 shares; 2025Q4: 1,114 shares; 2026Q1: 854 shares; 2026Q2: 629 shares; 2026Q3: 533 shares 533$52.9K<0.01%-96Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,004 shares; 2026Q1: 1,011 shares; 2026Q2: 1,098 shares; 2026Q3: 1,122 shares 1,122$52.2K<0.01%+24Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,517 shares; 2025Q1: 1,452 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 473 shares; 2026Q2: 473 shares; 2026Q3: 473 shares 473$52K<0.01%0Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 335 shares 335$51.1K<0.01%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 149 shares; 2026Q1: 153 shares; 2026Q2: 148 shares; 2026Q3: 148 shares 148$50.3K<0.01%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 753 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 920 shares; 2026Q3: 750 shares 750$50K<0.01%-170Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 657 shares; 2026Q3: 582 shares 582$49.8K<0.01%-75Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 240 shares; 2026Q1: 244 shares; 2026Q2: 271 shares; 2026Q3: 271 shares 271$49.7K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,255 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,230 shares; 2025Q4: 1,248 shares; 2026Q1: 1,971 shares; 2026Q2: 1,996 shares; 2026Q3: 1,584 shares 1,584$49K<0.01%-412Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313 shares; 2025Q1: 317 shares; 2025Q2: 258 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 171 shares; 2026Q2: 171 shares; 2026Q3: 148 shares 148$48.8K<0.01%-23Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 610 shares; 2026Q1: 560 shares; 2026Q2: 553 shares; 2026Q3: 553 shares 553$48.7K<0.01%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 465 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 472 shares; 2026Q1: 504 shares; 2026Q2: 504 shares; 2026Q3: 504 shares 504$47.9K<0.01%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 933 shares; 2026Q3: 933 shares 933$47.7K<0.01%0Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares; 2026Q2: 496 shares; 2026Q3: 496 shares 496$47.5K<0.01%0Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares; 2026Q3: 1,186 shares 1,186$47K<0.01%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133$46.8K<0.01%0Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 1,010 shares; 2026Q2: 1,024 shares; 2026Q3: 1,039 shares 1,039$46.6K<0.01%+15Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 494 shares; 2026Q2: 594 shares; 2026Q3: 594 shares 594$46.3K<0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 432 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 431 shares; 2026Q1: 435 shares; 2026Q2: 435 shares; 2026Q3: 352 shares 352$45.8K<0.01%-83Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 485 shares; 2025Q1: 487 shares; 2025Q2: 489 shares; 2025Q3: 490 shares; 2025Q4: 491 shares; 2026Q1: 493 shares; 2026Q2: 494 shares; 2026Q3: 496 shares 496$45.6K<0.01%+2Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares; 2026Q3: 2,164 shares 2,164$45.2K<0.01%0Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,099 shares; 2025Q1: 1,131 shares; 2025Q2: 1,154 shares; 2025Q3: 1,175 shares; 2025Q4: 1,200 shares; 2026Q1: 1,230 shares; 2026Q2: 1,256 shares; 2026Q3: 1,284 shares 1,284$44.8K<0.01%+28Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares; 2026Q3: 342 shares 342$44.4K<0.01%0Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 297 shares; 2026Q3: 297 shares 297$43.4K<0.01%0Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: 202 shares; 2026Q3: 202 shares 202$43.2K<0.01%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 759 shares; 2026Q2: 673 shares; 2026Q3: 479 shares 479$42.9K<0.01%-194Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,012 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares; 2026Q3: 1,033 shares 1,033$42.9K<0.01%0Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 440 shares 440$42.8K<0.01%0Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 1,109 shares; 2026Q2: 1,123 shares; 2026Q3: 1,137 shares 1,137$42.6K<0.01%+14Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 272 shares; 2026Q3: 272 shares 272$42.2K<0.01%0Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 107 shares; 2026Q2: 98 shares; 2026Q3: 83 shares 83$41.8K<0.01%-15Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 593 shares; 2026Q2: 593 shares; 2026Q3: 593 shares 593$40.9K<0.01%0Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares; 2026Q2: 717 shares; 2026Q3: 717 shares 717$40.7K<0.01%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 127 shares 127$40.4K<0.01%-108Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,467 shares; 2025Q1: 7,515 shares; 2025Q2: 7,557 shares; 2025Q3: 7,587 shares; 2025Q4: 7,621 shares; 2026Q1: 7,659 shares; 2026Q2: 7,698 shares; 2026Q3: 7,728 shares 7,728$40.3K<0.01%+30Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,308 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 575 shares 575$40.3K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 433 shares; 2026Q1: 437 shares; 2026Q2: 703 shares; 2026Q3: 616 shares 616$40.3K<0.01%-87Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 964 shares; 2025Q1: 1,026 shares; 2025Q2: 586 shares; 2025Q3: 676 shares; 2025Q4: 296 shares; 2026Q1: 326 shares; 2026Q2: 384 shares; 2026Q3: 215 shares 215$40.2K<0.01%-169Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197$40.2K<0.01%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 142 shares 142$40.2K<0.01%-71Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares; 2026Q3: 1,608 shares 1,608$40.1K<0.01%0Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140$39.9K<0.01%0Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 915 shares 915$39.9K<0.01%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,325 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; 2026Q3: 1,117 shares 1,117$39.8K<0.01%+117Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243 shares; 2025Q1: 381 shares; 2025Q2: 513 shares; 2025Q3: 724 shares; 2025Q4: 838 shares; 2026Q1: 898 shares; 2026Q2: 895 shares; 2026Q3: 839 shares 839$39.7K<0.01%-56Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 378 shares; 2026Q2: 378 shares; 2026Q3: 378 shares 378$39.5K<0.01%0Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 381 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares; 2026Q3: 556 shares 556$39K<0.01%+397Timeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares; 2026Q3: 1,306 shares 1,306$38.9K<0.01%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: 642 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,202 shares; 2026Q1: 780 shares; 2026Q2: 780 shares; 2026Q3: 780 shares 780$38.6K<0.01%0Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,673 shares; 2025Q1: 1,688 shares; 2025Q2: 1,710 shares; 2025Q3: 1,724 shares; 2025Q4: 1,733 shares; 2026Q1: 1,748 shares; 2026Q2: 1,773 shares; 2026Q3: 1,786 shares 1,786$38.2K<0.01%+13Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 529 shares; 2026Q1: 429 shares; 2026Q2: 429 shares; 2026Q3: 429 shares 429$38.1K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares; 2026Q2: 183 shares; 2026Q3: 183 shares 183$37.9K<0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,461 shares; 2025Q1: 2,390 shares; 2025Q2: 2,451 shares; 2025Q3: 2,367 shares; 2025Q4: 2,366 shares; 2026Q1: 2,371 shares; 2026Q2: 1,060 shares; 2026Q3: 1,068 shares 1,068$37.8K<0.01%+8Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400$37.7K<0.01%0Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,009 shares; 2026Q3: 1,012 shares 1,012$37.6K<0.01%+3Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,414 shares; 2025Q1: 1,436 shares; 2025Q2: 855 shares; 2025Q3: 859 shares; 2025Q4: 899 shares; 2026Q1: 867 shares; 2026Q2: 870 shares; 2026Q3: 761 shares 761$37.1K<0.01%-109Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451$36.9K<0.01%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 312 shares; 2026Q3: 312 shares 312$36.8K<0.01%0Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares; 2026Q3: 408 shares 408$36.6K<0.01%+1Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 159 shares; 2026Q3: 159 shares 159$36.3K<0.01%0Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125$35.2K<0.01%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares; 2026Q2: 466 shares; 2026Q3: 466 shares 466$34.2K<0.01%0Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,588 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,255 shares; 2026Q2: 2,275 shares; 2026Q3: 2,275 shares 2,275$34K<0.01%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,320 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 780 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 566 shares; 2026Q3: 566 shares 566$33.5K<0.01%0Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769 shares; 2026Q2: 769 shares; 2026Q3: 769 shares 769$33.4K<0.01%0Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 37 shares 37$33.2K<0.01%-15Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400$33.2K<0.01%0Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,239 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 901 shares; 2026Q2: 901 shares; 2026Q3: 901 shares 901$33.2K<0.01%0Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares; 2026Q3: 1,750 shares 1,750$33.1K<0.01%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166$32.9K<0.01%0Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 172 shares; 2026Q2: 172 shares; 2026Q3: 127 shares 127$32.7K<0.01%-45Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 509 shares; 2025Q3: 511 shares; 2025Q4: 513 shares; 2026Q1: 515 shares; 2026Q2: 516 shares; 2026Q3: 518 shares 518$32.7K<0.01%+2Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares; 2026Q3: 446 shares 446$31.3K<0.01%0Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 383 shares; 2026Q3: 383 shares 383$31.2K<0.01%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50$31.2K<0.01%0Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 262 shares; 2026Q3: 262 shares 262$31.2K<0.01%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 252 shares; 2026Q2: 252 shares; 2026Q3: 281 shares 281$31.1K<0.01%+29Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 915 shares 915$30.5K<0.01%0Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares; 2026Q3: 224 shares 224$30.3K<0.01%0Timeline
ICFIICF INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,575 shares; 2025Q1: 46,520 shares; 2025Q2: 1,752 shares; 2025Q3: 1,585 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 363 shares; 2026Q3: 363 shares 363$30.2K<0.01%0Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400$29.9K<0.01%0Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares; 2026Q3: 1,525 shares 1,525$29.8K<0.01%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 712 shares 712$29.6K<0.01%+112Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares; 2026Q3: 142 shares 142$29.5K<0.01%0Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347 shares; 2026Q2: 347 shares; 2026Q3: 347 shares 347$29.1K<0.01%0Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 339 shares; 2026Q2: 339 shares; 2026Q3: 339 shares 339$28.1K<0.01%0Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,344 shares; 2025Q1: 5,344 shares; 2025Q2: 5,344 shares; 2025Q3: 5,344 shares; 2025Q4: 5,344 shares; 2026Q1: 5,344 shares; 2026Q2: 5,344 shares; 2026Q3: 5,344 shares 5,344$28K<0.01%0Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400$27.4K<0.01%0Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 230 shares; 2026Q2: 263 shares; 2026Q3: 276 shares 276$27.3K<0.01%+13Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 285 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 126 shares 126$26.9K<0.01%+1Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166$26.8K<0.01%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214 shares; 2025Q1: 263 shares; 2025Q2: 275 shares; 2025Q3: 276 shares; 2025Q4: 92 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 128 shares 128$26.5K<0.01%+1Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 26 shares 26$26.3K<0.01%-8Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 2,243 shares 2,243$26.2K<0.01%+2,242Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75$26K<0.01%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 790 shares 790$26K<0.01%+240Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 549 shares; 2026Q3: 200 shares 200$25.9K<0.01%-349Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 112 shares; 2026Q2: 122 shares; 2026Q3: 124 shares 124$25.7K<0.01%+2Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 133 shares; 2026Q1: 289 shares; 2026Q2: 302 shares; 2026Q3: 285 shares 285$25.5K<0.01%-17Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares; 2026Q2: 506 shares; 2026Q3: 511 shares 511$25.4K<0.01%+5Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,244 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 895 shares; 2026Q2: 553 shares; 2026Q3: 434 shares 434$25K<0.01%-119Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 658 shares; 2026Q1: 154 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154$24.7K<0.01%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 569 shares; 2026Q1: 562 shares; 2026Q2: 562 shares; 2026Q3: 562 shares 562$24.7K<0.01%0Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares; 2026Q3: 1,346 shares 1,346$24.5K<0.01%0Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 401 shares; 2025Q2: 403 shares; 2025Q3: 405 shares; 2025Q4: 407 shares; 2026Q1: 409 shares; 2026Q2: 412 shares; 2026Q3: 414 shares 414$24.4K<0.01%+2Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares; 2026Q2: 552 shares; 2026Q3: 559 shares 559$24.2K<0.01%+7Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 130 shares; 2025Q4: 86 shares; 2026Q1: 378 shares; 2026Q2: 421 shares; 2026Q3: 430 shares 430$24.2K<0.01%+9Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351 shares; 2025Q1: 352 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 354 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355$24.1K<0.01%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,536 shares; 2025Q1: 1,368 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 311 shares; 2026Q3: 311 shares 311$23.9K<0.01%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 135 shares; 2026Q1: 150 shares; 2026Q2: 263 shares; 2026Q3: 342 shares 342$23.8K<0.01%+79Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,078 shares; 2025Q1: 1,785 shares; 2025Q2: 2,513 shares; 2025Q3: 1,700 shares; 2025Q4: 1,157 shares; 2026Q1: 853 shares; 2026Q2: 853 shares; 2026Q3: 853 shares 853$23.5K<0.01%0Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares; 2026Q3: 518 shares 518$23.1K<0.01%0Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,285 shares; 2025Q3: 2,348 shares; 2025Q4: 2,415 shares; 2026Q1: 2,491 shares; 2026Q2: 2,566 shares; 2026Q3: 2,673 shares 2,673$23K<0.01%+107Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 628 shares; 2025Q1: 630 shares; 2025Q2: 376 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 174 shares 174$23K<0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 326 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares; 2026Q3: 295 shares 295$22.9K<0.01%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$22.5K<0.01%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$22.2K<0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 464 shares; 2025Q3: 465 shares; 2025Q4: 467 shares; 2026Q1: 469 shares; 2026Q2: 471 shares; 2026Q3: 474 shares 474$22K<0.01%+3Timeline
NACPTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355$21.6K<0.01%0Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300$21.6K<0.01%0Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 1,103 shares; 2025Q3: 1,123 shares; 2025Q4: 1,144 shares; 2026Q1: 1,167 shares; 2026Q2: 1,193 shares; 2026Q3: 1,217 shares 1,217$21.5K<0.01%+24Timeline
CRGOFREIGHTOS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,200 shares; 2026Q2: 22,200 shares; 2026Q3: 22,200 shares 22,200$21.1K<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,133 shares; 2025Q1: 1,147 shares; 2025Q2: 1,163 shares; 2025Q3: 1,176 shares; 2025Q4: 1,194 shares; 2026Q1: 1,189 shares; 2026Q2: 1,189 shares; 2026Q3: 1,189 shares 1,189$21.1K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares; 2026Q1: 338 shares; 2026Q2: 338 shares; 2026Q3: 338 shares 338$21K<0.01%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 133 shares 133$21K<0.01%+33Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 509 shares 509$20.9K<0.01%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 109 shares; 2026Q2: 117 shares; 2026Q3: 117 shares 117$20.9K<0.01%0Timeline
CCSICONSENSUS CLOUD SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 599 shares; 2026Q3: 599 shares 599$20.9K<0.01%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 205 shares; 2026Q2: 205 shares; 2026Q3: 205 shares 205$20.8K<0.01%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85$20.8K<0.01%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265$20.7K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 102 shares; 2026Q2: 102 shares; 2026Q3: 102 shares 102$20.6K<0.01%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 56 shares; 2026Q3: 120 shares 120$20.5K<0.01%+64Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 972 shares; 2025Q1: 786 shares; 2025Q2: 785 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 829 shares; 2026Q2: 548 shares; 2026Q3: 551 shares 551$20.2K<0.01%+3Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,099 shares; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares; 2026Q3: 1,128 shares 1,128$19.9K<0.01%0Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153$19.8K<0.01%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161$19.8K<0.01%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500$19.7K<0.01%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 177 shares; 2025Q4: 176 shares; 2026Q1: 206 shares; 2026Q2: 221 shares; 2026Q3: 75 shares 75$19.1K<0.01%-146Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 715 shares; 2025Q3: 347 shares; 2025Q4: 486 shares; 2026Q1: 372 shares; 2026Q2: 372 shares; 2026Q3: 372 shares 372$18.8K<0.01%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 287 shares; 2026Q2: 287 shares; 2026Q3: 287 shares 287$18.5K<0.01%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 120 shares; 2026Q1: 135 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38$18.5K<0.01%0Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47$18.3K<0.01%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares; 2026Q3: 289 shares 289$18.3K<0.01%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 86 shares 86$18K<0.01%+82Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares; 2026Q3: 202 shares 202$17.9K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 420 shares; 2026Q2: 420 shares; 2026Q3: 420 shares 420$17.8K<0.01%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 238 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189$17.8K<0.01%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares; 2026Q3: 196 shares 196$17.6K<0.01%0Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 975 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450$17.6K<0.01%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 70 shares; 2026Q1: 125 shares; 2026Q2: 95 shares; 2026Q3: 64 shares 64$17.5K<0.01%-31Timeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares; 2026Q3: 708 shares 708$17.4K<0.01%0Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares; 2026Q3: 3,285 shares 3,285$17.3K<0.01%0Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 890 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401$17.3K<0.01%0Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600$16.7K<0.01%0Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 2,093 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 667 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares; 2026Q3: 1,205 shares 1,205$16.7K<0.01%+10Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 380 shares 380$16.5K<0.01%-120Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 768 shares; 2026Q1: 673 shares; 2026Q2: 676 shares; 2026Q3: 123 shares 123$16.4K<0.01%-553Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares; 2026Q3: 116 shares 116$16.4K<0.01%0Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145$16.2K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 441 shares; 2025Q2: 376 shares; 2025Q3: 379 shares; 2025Q4: 382 shares; 2026Q1: 387 shares; 2026Q2: 392 shares; 2026Q3: 396 shares 396$16.2K<0.01%+4Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 37 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 33 shares; 2026Q2: 33 shares; 2026Q3: 21 shares 21$16.1K<0.01%-12Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 337 shares; 2026Q2: 352 shares; 2026Q3: 289 shares 289$16K<0.01%-63Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares; 2026Q3: 318 shares 318$16K<0.01%0Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$15.7K<0.01%0Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 171 shares; 2026Q3: 171 shares 171$15.6K<0.01%0Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 374 shares 374$15.4K<0.01%newTimeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339 shares; 2025Q1: 332 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 480 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 180 shares 180$15.4K<0.01%-315Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$15.2K<0.01%0Timeline
AVKADVENT CONV & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300$14.9K<0.01%0Timeline
WOMNTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340$14.9K<0.01%0Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000$14.8K<0.01%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 136 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121$14.7K<0.01%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 95 shares; 2025Q4: 93 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105$14.5K<0.01%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 917 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 444 shares; 2026Q1: 320 shares; 2026Q2: 320 shares; 2026Q3: 320 shares 320$14.5K<0.01%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 671 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300$14K<0.01%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 321 shares 321$13.9K<0.01%+313Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 250 shares 250$13.6K<0.01%+223Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 105 shares 105$13.6K<0.01%+100Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210$13.6K<0.01%0Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 177 shares 177$13.4K<0.01%+158Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 30 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275$13.4K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 291 shares; 2026Q2: 291 shares; 2026Q3: 291 shares 291$13.2K<0.01%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79$13.2K<0.01%0Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110$13.2K<0.01%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 156 shares; 2025Q2: 221 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140$13.2K<0.01%0Timeline
JHAIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 368 shares 368$13.1K<0.01%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares; 2026Q3: 147 shares 147$12.4K<0.01%0Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares; 2026Q3: 101 shares 101$12.3K<0.01%0Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 730 shares; 2026Q2: 741 shares; 2026Q3: 746 shares 746$12K<0.01%+5Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,218 shares; 2025Q1: 2,268 shares; 2025Q2: 2,330 shares; 2025Q3: 2,382 shares; 2025Q4: 2,442 shares; 2026Q1: 2,471 shares; 2026Q2: 2,505 shares; 2026Q3: 1,972 shares 1,972$11.6K<0.01%-533Timeline
PBYIPUMA BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares; 2026Q3: 1,170 shares 1,170$11.6K<0.01%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 35 shares 35$11.6K<0.01%-26Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 216 shares 216$11.5K<0.01%0Timeline
NCVVIRTUS CONVERTIBLE & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750$11.3K<0.01%0Timeline
ASAASA GOLD AND PRECIOUS MTLS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$11.2K<0.01%0Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 266 shares 266$11.1K<0.01%newTimeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 488 shares; 2025Q1: 490 shares; 2025Q2: 491 shares; 2025Q3: 493 shares; 2025Q4: 494 shares; 2026Q1: 496 shares; 2026Q2: 498 shares; 2026Q3: 499 shares 499$11K<0.01%+1Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66 shares 66$10.8K<0.01%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 564 shares; 2025Q3: 569 shares; 2025Q4: 573 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 107 shares 107$10.8K<0.01%+52Timeline
NCZVIRTUS CONVERTIBLE & INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750$10.6K<0.01%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 219 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 54 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54$10.4K<0.01%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 211 shares; 2026Q2: 211 shares; 2026Q3: 211 shares 211$10.2K<0.01%0Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292 shares; 2025Q1: 258 shares; 2025Q2: 259 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 263 shares; 2026Q2: 264 shares; 2026Q3: 266 shares 266$10.1K<0.01%+2Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 418 shares 418$9.97K<0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 8 shares 8$9.97K<0.01%-20Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares; 2026Q3: 917 shares 917$9.93K<0.01%0Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250$9.81K<0.01%0Timeline
KCKINGSOFT CLOUD HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 1,071 shares; 2026Q3: 1,071 shares 1,071$9.77K<0.01%0Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares; 2026Q2: 147 shares; 2026Q3: 147 shares 147$9.73K<0.01%0Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 2,119 shares; 2026Q1: 2,749 shares; 2026Q2: 3,681 shares; 2026Q3: 101 shares 101$9.72K<0.01%-3,580Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 13 shares; 2026Q3: 10 shares 10$9.71K<0.01%-3Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 615 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 624 shares; 2026Q2: 376 shares; 2026Q3: 272 shares 272$9.6K<0.01%-104Timeline
YSSYORK SPACE SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,109 shares 1,109$9.59K<0.01%newTimeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares; 2026Q3: 171 shares 171$9.39K<0.01%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares; 2026Q3: 102 shares 102$9.18K<0.01%0Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 64 shares 64$9.13K<0.01%0Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 30 shares; 2026Q2: 35 shares; 2026Q3: 120 shares 120$8.99K<0.01%+85Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 377 shares; 2025Q1: 380 shares; 2025Q2: 382 shares; 2025Q3: 306 shares; 2025Q4: 309 shares; 2026Q1: 187 shares; 2026Q2: 188 shares; 2026Q3: 189 shares 189$8.85K<0.01%+1Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 139 shares; 2026Q3: 139 shares 139$8.76K<0.01%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85$8.71K<0.01%0Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 441 shares; 2026Q2: 441 shares; 2026Q3: 441 shares 441$8.39K<0.01%0Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 2,228 shares; 2026Q2: 1,229 shares; 2026Q3: 1,229 shares 1,229$8.38K<0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 242 shares; 2026Q2: 242 shares; 2026Q3: 40 shares 40$8.36K<0.01%-202Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares; 2026Q3: 200 shares 200$8.32K<0.01%+85Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 143 shares 143$8.26K<0.01%+28Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51$8.2K<0.01%0Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 814 shares; 2026Q3: 564 shares 564$8.11K<0.01%-250Timeline
STCESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122$8.07K<0.01%0Timeline
GBXGREENBRIER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201$8.05K<0.01%0Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 265 shares; 2026Q2: 270 shares; 2026Q3: 170 shares 170$7.9K<0.01%-100Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12$7.88K<0.01%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 304 shares; 2026Q2: 304 shares; 2026Q3: 304 shares 304$7.86K<0.01%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 380 shares; 2026Q2: 420 shares; 2026Q3: 500 shares 500$7.86K<0.01%+80Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 61 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51$7.7K<0.01%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 36 shares 36$7.51K<0.01%+27Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 668 shares; 2026Q3: 668 shares 668$7.34K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 755 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 367 shares; 2026Q2: 367 shares; 2026Q3: 367 shares 367$7.33K<0.01%0Timeline
SLQTSELECTQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,990 shares; 2026Q2: 17,990 shares; 2026Q3: 17,990 shares 17,990$7.29K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 323 shares 323$7.17K<0.01%+135Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 306 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 319 shares; 2026Q2: 319 shares; 2026Q3: 323 shares 323$7.16K<0.01%+4Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares; 2026Q3: 168 shares 168$6.99K<0.01%+84Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 451 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75$6.96K<0.01%0Timeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95$6.95K<0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50$6.86K<0.01%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110$6.76K<0.01%0Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104$6.62K<0.01%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$6.47K<0.01%0
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 117 shares; 2026Q2: 117 shares; 2026Q3: 117 shares 117$6.47K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 760 shares 760$6.3K<0.01%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 110 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 152 shares 152$6.22K<0.01%+15Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$5.71K<0.01%0Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 547 shares; 2026Q3: 550 shares 550$5.68K<0.01%+3Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65$5.67K<0.01%0Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 269 shares; 2025Q4: 272 shares; 2026Q1: 275 shares; 2026Q2: 280 shares; 2026Q3: 283 shares 283$5.64K<0.01%+3Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$5.63K<0.01%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48$5.63K<0.01%0Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares; 2026Q3: 75 shares 75$5.54K<0.01%+15Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 124 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 35 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$5.54K<0.01%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41$5.48K<0.01%0Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76$5.45K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 32 shares; 2026Q2: 7 shares; 2026Q3: 29 shares 29$5.41K<0.01%+22Timeline
INDVINDIVIOR PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150 shares 150$5.38K<0.01%newTimeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40$5.34K<0.01%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41$5.31K<0.01%0Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 106 shares; 2025Q4: 115 shares; 2026Q1: 118 shares; 2026Q2: 122 shares; 2026Q3: 125 shares 125$5.18K<0.01%+3Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 215 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106$5.15K<0.01%0Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 289 shares 289$5.14K<0.01%+10Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108$5.12K<0.01%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: not reported; 2026Q2: 33 shares; 2026Q3: 16 shares 16$5.02K<0.01%-17Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 91 shares 91$4.94K<0.01%+62Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214$4.94K<0.01%0Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 502 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$4.89K<0.01%0Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares; 2026Q3: 87 shares 87$4.82K<0.01%0Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$4.81K<0.01%0Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337$4.74K<0.01%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 21 shares 21$4.67K<0.01%-3Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17$4.67K<0.01%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111$4.66K<0.01%0Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 322 shares; 2025Q3: 331 shares; 2025Q4: 340 shares; 2026Q1: 349 shares; 2026Q2: 358 shares; 2026Q3: 368 shares 368$4.64K<0.01%+10Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 13 shares; 2026Q3: 16 shares 16$4.61K<0.01%+3Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$4.55K<0.01%0Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401$4.49K<0.01%0Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51$4.42K<0.01%0Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62$4.41K<0.01%0Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44$4.37K<0.01%0Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189$4.3K<0.01%0Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 68 shares 68$4.29K<0.01%+59Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 42 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41$4.28K<0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22 shares 22$4.25K<0.01%newTimeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300$4.24K<0.01%0Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares; 2026Q3: 110 shares 110$4.12K<0.01%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 53 shares 53$4.08K<0.01%+23Timeline
PRGSPROGRESS SOFTWARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,572 shares; 2025Q1: 106,989 shares; 2025Q2: 116,501 shares; 2025Q3: 95,251 shares; 2025Q4: 78,268 shares; 2026Q1: 75,925 shares; 2026Q2: 198 shares; 2026Q3: 102 shares 102$4.08K<0.01%-96Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190$4.07K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 441 shares; 2026Q2: 441 shares; 2026Q3: 441 shares 441$3.97K<0.01%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares; 2026Q3: 22 shares 22$3.85K<0.01%+4Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60$3.84K<0.01%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45 shares 45$3.84K<0.01%newTimeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$3.79K<0.01%0Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares; 2026Q3: 21 shares 21$3.76K<0.01%0Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$3.75K<0.01%0Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24$3.71K<0.01%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111$3.68K<0.01%0Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56$3.6K<0.01%0Timeline
NYXHNYXOAH S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares; 2026Q3: 2,590 shares 2,590$3.58K<0.01%0Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36$3.42K<0.01%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$3.39K<0.01%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$3.34K<0.01%0Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84 shares; 2026Q3: 84 shares 84$3.27K<0.01%0Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10$3.26K<0.01%0Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67$3.23K<0.01%0Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 73 shares; 2025Q4: 3,593 shares; 2026Q1: 147 shares; 2026Q2: 145 shares; 2026Q3: 147 shares 147$3.18K<0.01%+2Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17$3.11K<0.01%0Timeline
CMPSCOMPASS PATHWAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250$3.11K<0.01%0Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 465 shares; 2026Q3: 100 shares 100$3.08K<0.01%-365Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 545 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 404 shares; 2026Q2: 404 shares; 2026Q3: 187 shares 187$3.02K<0.01%-217Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21$2.98K<0.01%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44$2.96K<0.01%0Timeline
OBEOBSIDIAN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares; 2026Q3: 285 shares 285$2.94K<0.01%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$2.93K<0.01%0Timeline
MSTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109 shares; 2026Q2: 142 shares; 2026Q3: 175 shares 175$2.81K<0.01%+33Timeline
WLTHWEALTHFRONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 250 shares; 2026Q3: 270 shares 270$2.8K<0.01%+20Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8$2.79K<0.01%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 45 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 37 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$2.77K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 326 shares; 2026Q1: 270 shares; 2026Q2: 241 shares; 2026Q3: 245 shares 245$2.76K<0.01%+4Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2$2.69K<0.01%0Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 47 shares; 2025Q3: 66 shares; 2025Q4: 82 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 36 shares 36$2.62K<0.01%-47Timeline
XJQCXNUVEEN CR STRATEGIES INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550$2.61K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107$2.6K<0.01%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 37 shares; 2026Q3: 30 shares 30$2.59K<0.01%-7Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22$2.55K<0.01%0Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52 shares; 2026Q3: 52 shares 52$2.51K<0.01%0Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500$2.48K<0.01%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65 shares 65$2.48K<0.01%newTimeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares; 2026Q3: 428 shares 428$2.42K<0.01%0Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 5 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$2.42K<0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 170 shares; 2026Q1: 167 shares; 2026Q2: 167 shares; 2026Q3: 5 shares 5$2.38K<0.01%-162Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 83 shares 83$2.38K<0.01%0Timeline
OPTUOPTIMUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,400 shares 2,400$2.38K<0.01%newTimeline
SPYHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 31 shares; 2026Q3: 42 shares 42$2.34K<0.01%+11Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24$2.34K<0.01%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$2.31K<0.01%0Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85$2.2K<0.01%0Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 581 shares; 2026Q2: 241 shares; 2026Q3: 241 shares 241$2.19K<0.01%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares; 2026Q3: 97 shares 97$2.17K<0.01%0Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 173 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$2.17K<0.01%0Timeline
IIFMORGAN STANLEY INDIA INVT FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$2.15K<0.01%0Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5$2.11K<0.01%0Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32$2.11K<0.01%0Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$2.04K<0.01%0Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 102 shares; 2026Q2: 119 shares; 2026Q3: 20 shares 20$2.03K<0.01%-99Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 120 shares 120$1.99K<0.01%newTimeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$1.98K<0.01%0Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54$1.92K<0.01%0Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 10 shares 10$1.84K<0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 498 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 531 shares; 2026Q2: 531 shares; 2026Q3: 33 shares 33$1.79K<0.01%-498Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11$1.77K<0.01%0Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153$1.77K<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 81 shares; 2026Q3: 54 shares 54$1.71K<0.01%-27Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1$1.66K<0.01%0Timeline
BXBLBOXABL INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500$1.64K<0.01%newTimeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62$1.53K<0.01%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 120 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 48 shares 48$1.53K<0.01%-214Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41$1.51K<0.01%0Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45$1.5K<0.01%0Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 40 shares 40$1.49K<0.01%+1Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 3 shares 3$1.48K<0.01%+2Timeline
AIEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30$1.47K<0.01%0Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 131 shares; 2026Q2: 131 shares; 2026Q3: 12 shares 12$1.39K<0.01%-119Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50$1.39K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 157 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 73 shares 73$1.38K<0.01%-75Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8$1.38K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 105 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$1.37K<0.01%0Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56$1.37K<0.01%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5$1.37K<0.01%0Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$1.33K<0.01%0Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 33 shares; 2026Q3: 33 shares 33$1.33K<0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 372 shares; 2025Q4: 367 shares; 2026Q1: 384 shares; 2026Q2: 384 shares; 2026Q3: 19 shares 19$1.33K<0.01%-365Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56$1.32K<0.01%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30$1.32K<0.01%0Timeline
FUBOFUBOTV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146$1.31K<0.01%0Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 16 shares 16$1.31K<0.01%-158Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35$1.3K<0.01%0Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: not reported; 2026Q3: 60 shares 60$1.27K<0.01%newTimeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: not reported; 2026Q3: 57 shares 57$1.26K<0.01%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17$1.25K<0.01%0Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3$1.24K<0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 308 shares; 2026Q1: 146 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$1.22K<0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27$1.18K<0.01%0Timeline
SFYFTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18$1.17K<0.01%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5$1.17K<0.01%0Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 121 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$1.13K<0.01%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4$1.11K<0.01%newTimeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42$1.11K<0.01%0Timeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares; 2026Q3: 130 shares 130$999<0.01%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 4 shares 4$966<0.01%-15Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1$959<0.01%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 23 shares 23$944<0.01%+1Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15$939<0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4$935<0.01%0Timeline
OMAHTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares; 2026Q3: 53 shares 53$927<0.01%0Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106$915<0.01%0Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79$910<0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 82 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 4 shares 4$904<0.01%-31Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16$883<0.01%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 28 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$882<0.01%0Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$867<0.01%0Timeline
ANIKANIKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44$866<0.01%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16$854<0.01%0Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares; 2026Q2: 59 shares; 2026Q3: 59 shares 59$832<0.01%0Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 318 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28$822<0.01%0Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$822<0.01%0Timeline
DDD3D SYS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225$810<0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7$806<0.01%0Timeline
NTCTNETSCOUT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$804<0.01%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4$798<0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 253 shares; 2026Q1: 209 shares; 2026Q2: 209 shares; 2026Q3: 7 shares 7$796<0.01%-202Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13$790<0.01%0Timeline
VVXV2X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11$779<0.01%0Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 4 shares 4$758<0.01%-151Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3$741<0.01%0Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$733<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22$726<0.01%0Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78$714<0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 389 shares; 2026Q2: 389 shares; 2026Q3: 10 shares 10$710<0.01%-379Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10$701<0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$700<0.01%0Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$692<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$685<0.01%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3$685<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 31 shares; 2026Q1: 50 shares; 2026Q2: 68 shares; 2026Q3: 49 shares 49$667<0.01%-19Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68$666<0.01%0Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45$660<0.01%0Timeline
GLIBALIBERTY CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28$648<0.01%0Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80$640<0.01%0Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15$617<0.01%0Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1$609<0.01%0Timeline
HPKHIGHPEAK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 74 shares; 2026Q3: 74 shares 74$604<0.01%0Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16$593<0.01%0Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 95 shares; 2026Q2: 95 shares; 2026Q3: 10 shares 10$584<0.01%-85Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5$581<0.01%0Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$568<0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2$565<0.01%0Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$565<0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$564<0.01%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 6 shares 6$555<0.01%-102Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$552<0.01%0Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2$551<0.01%0Timeline
AXGNAXOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13$545<0.01%0Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$543<0.01%0Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 107. All 107

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP74,906$10.2Mshares
TEVATEVA PHARMACEUTICAL INDS LTD60,364$2.05Mshares
EAELECTRONIC ARTS INC1,703$349Kshares
SPABSPDR SERIES TRUST3,200$81.7Kshares
PDIPIMCO DYNAMIC INCOME FD2,982$49.8Kshares
BLDTOPBUILD COR111$39.4Kshares
LVHDLEGG MASON ETF INVT877$38.6Kshares
CPRXCATALYST PHARMACEUTICALS INC1,201$37.7Kshares
XJHISHARES TR686$35.8Kshares
NXPINXP SEMICONDUCTORS N V124$34.8Kshares
RSSEFIRST TR EXCHNG TRADED FD VI1,420$32.9Kshares
ZSEPINNOVATOR ETFS TRUST1,076$29.7Kshares
ARKKARK ETF TR364$29.4Kshares
XJRISHARES TR553$29.1Kshares
IPGPIPG PHOTONICS CORP200$23.5Kshares
RNRRENAISSANCERE HLDGS LTD74$23.5Kshares
PYLDPIMCO ETF TR854$22.6Kshares
DECKDECKERS OUTDOOR CORP228$22.6Kshares
MACMACERICH CO896$22.6Kshares
RSMRFIRST TR EXCHNG TRADED FD VI926$21.9Kshares
XSEPFIRST TR EXCHNG TRADED FD VI461$20.5Kshares
HUBBHUBBELL INC38$19.9Kshares
DINOHF SINCLAIR CORP266$18.5Kshares
APPAPPLOVIN CORP35$18Kshares
BUFRFIRST TR EXCHNG TRADED FD VI488$17.8Kshares
JHMMJOHN HANCOCK EXCHANGE TRADED223$16.7Kshares
SDVYFIRST TR EXCHANGE TRADED FD378$16.3Kshares
NWENORTHWESTERN ENERGY GROUP IN223$16Kshares
CAIECALAMOS ETF TR578$15.7Kshares
HPHELMERICH & PAYNE INC456$14.9Kshares
WSTWEST PHARMACEUTICAL SVSC INC41$14.7Kshares
EGEVEREST GROUP LTD41$14.6Kshares
UNFIUNITED NAT FOODS INC314$14.3Kshares
MTDMETTLER TOLEDO INTERNATIONAL11$14.1Kshares
PAXSPIMCO ACCESS INCOME FUND939$13.7Kshares
NVRNVR INC2$13.6Kshares
AVAAVISTA CORP327$13.4Kshares
RGLDROYAL GOLD INC66$13.2Kshares
EIGEMPLOYERS HLDGS INC255$12.9Kshares
UVVUNIVERSAL CORP VA MTNS BK EN240$12.5Kshares
SAFTSAFETY INS GROUP INC167$12.5Kshares
ASTSAST SPACEMOBILE INC135$12Kshares
EXEEXPAND ENERGY CORPORATION126$11.5Kshares
MPTMEDICAL PROPERTIES TRUST INC2,475$11.4Kshares
COLBCOLUMBIA BKG SYS INC344$11Kshares
PDECINNOVATOR ETFS TRUST236$10.8Kshares
FIGBFIDELITY MERRIMACK STR TR250$10.7Kshares
PIIPOLARIS INC153$10.5Kshares
RVTYREVVITY INC93$10.3Kshares
HOODROBINHOOD MKTS INC99$9.93Kshares
SONSONOCO PRODS CO174$9.8Kshares
FLCFLAHERTY & CRUMRINE TOTAL RE561$9.48Kshares
YSEPFIRST TR EXCHNG TRADED FD VI342$9.42Kshares
HRHEALTHCARE RLTY TR451$9.1Kshares
BJBJS WHSL CLUB HLDGS INC103$8.98Kshares
KSSKOHLS CORP497$8.81Kshares
MANMANPOWERGROUP INC WIS260$8.78Kshares
ORIOLD REP INTL CORP213$8.72Kshares
EXCEXELON CORP171$7.97Kshares
TOLTOLL BROTHERS INC48$7.91Kshares
XNCRXENCOR INC468$7.54Kshares
FICOFAIR ISAAC CORP6$7.17Kshares
OEFISHARES TR19$6.95Kshares
NSPINSPERITY INC166$6.86Kshares
VALVALARIS LTD92$6.68Kshares
BPREBLUEROCK PVT REAL ESTATE FD500$6.5Kshares
OHIOMEGA HEALTHCARE INVS INC127$6.06Kshares
CRLCHARLES RIV LABS INTL INC26$5.9Kshares
EOGEOG RES INC41$5.32Kshares
CFFNCAPITOL FED FINL INC615$5.23Kshares
RHIROBERT HALF INC.166$5.1Kshares
FGMCFG MERGER II CORP500$5.05Kshares
DMCDEL MONTE CORP177$4.94Kshares
PTYPIMCO CORPORATE & INCOME OPP400$4.81Kshares
LBRDALIBERTY BROADBAND CORP143$4.76Kshares
FMYFIRST TR MTG INCOME FD400$4.7Kshares
BIOBIO RAD LABS INC16$4.7Kshares
KFYKORN FERRY68$4.53Kshares
PAYCPAYCOM SOFTWARE INC36$4.53Kshares
WDWALKER & DUNLOP INC75$4.1Kshares
JPSTJ P MORGAN EXCHANGE TRADED F73$3.7Kshares
AXTAAXALTA COATING SYS LTD81$2.77Kshares
MRPMILLROSE PPTYS INC79$2.37Kshares
TSITCW STRATEGIC INCOME FD INC521$2.35Kshares
PFEBINNOVATOR ETFS TRUST48$2.07Kshares
SPYDSPDR SERIES TRUST17$812shares
CCRNCROSS CTRY HEALTHCARE INC52$687shares
REXRREXFORD INDL RLTY INC20$670shares
GAUZGAUZY LTD1,157$556shares
PODDINSULET CORP4$537shares
WBSWEBSTER FINL CORP5$383shares
SUISUN CMNTYS INC2$240shares
UEURBAN EDGE PPTYS7$161shares
EXREXTRA SPACE STORAGE INC1$146shares
TMHCTAYLOR MORRISON HOME CORP2$144shares
ABATAMERICAN BATTERY TECHNOLOGY50$142shares
UFPIUFP INDUSTRIES INC1$91shares
OLPONE LIBERTY PPTYS INC3$74shares
ONONON HLDG AG2$71shares
ACMAECOM1$70shares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-26-039674 base2026-10-15

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001140361-26-039674 Quarter ended 2026-09-302026-10-15
13F-HR 0001140361-26-028841 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0001140361-26-015752 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0001140361-26-002431 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001140361-25-039935 Quarter ended 2025-09-302025-10-31acceptance time not in the bulk data set
13F-HR 0001140361-25-028706 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0001140361-25-014991 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0001140361-25-002077 Quarter ended 2024-12-312025-01-27acceptance time not in the bulk data set
13F-HR 0001140361-24-044067 Quarter ended 2024-09-302024-10-24acceptance time not in the bulk data set
13F-HR 0001140361-24-036325 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001140361-24-021940 Quarter ended 2024-03-312024-04-25acceptance time not in the bulk data set
13F-HR 0001140361-24-004068 Quarter ended 2023-12-312024-01-26acceptance time not in the bulk data set
13F-HR 0001140361-23-048429 Quarter ended 2023-09-302023-10-17acceptance time not in the bulk data set
13F-HR 0001140361-23-039719 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001140361-23-019540 Quarter ended 2023-03-312023-04-21acceptance time not in the bulk data set
13F-HR 0001140361-23-007503 Quarter ended 2022-12-312023-02-16acceptance time not in the bulk data set
13F-HR/A 0001140361-22-041155 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001140361-22-038784 Quarter ended 2022-09-302022-10-28acceptance time not in the bulk data set
13F-HR 0001567619-22-015538 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001567619-22-009087 Quarter ended 2022-03-312022-04-28acceptance time not in the bulk data set
13F-HR 0001567619-22-003795 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-019901 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001567619-21-015412 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001567619-21-010218 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001567619-21-003342 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001567619-20-019652 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001567619-20-014370 Quarter ended 2020-06-302020-08-06acceptance time not in the bulk data set
13F-HR 0001567619-20-009695 Quarter ended 2020-03-312020-05-13acceptance time not in the bulk data set
13F-HR 0001567619-20-003609 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001567619-19-020683 Quarter ended 2019-09-302019-11-07acceptance time not in the bulk data set
13F-HR 0001567619-19-015654 Quarter ended 2019-06-302019-08-02acceptance time not in the bulk data set
13F-HR 0001567619-19-010319 Quarter ended 2019-03-312019-05-10acceptance time not in the bulk data set
13F-HR 0001567619-19-003535 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001567619-18-004194 Quarter ended 2018-09-302018-10-17acceptance time not in the bulk data set
13F-HR 0001567619-18-001403 Quarter ended 2018-06-302018-08-17acceptance time not in the bulk data set
13F-HR 0001140361-18-019543 Quarter ended 2018-03-312018-04-25acceptance time not in the bulk data set
13F-HR 0001140361-18-008326 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001140361-17-040914 Quarter ended 2017-09-302017-11-03acceptance time not in the bulk data set
13F-HR 0001140361-17-030360 Quarter ended 2017-06-302017-08-07acceptance time not in the bulk data set
13F-HR 0001140361-17-018977 Quarter ended 2017-03-312017-05-09acceptance time not in the bulk data set
13F-HR 0001140361-17-003736 Quarter ended 2016-12-312017-01-31acceptance time not in the bulk data set
13F-HR 0001140361-16-083719 Quarter ended 2016-09-302016-10-27acceptance time not in the bulk data set
13F-HR 0001140361-16-074619 Quarter ended 2016-06-302016-08-03acceptance time not in the bulk data set
13F-HR 0001140361-16-063950 Quarter ended 2016-03-312016-05-09acceptance time not in the bulk data set
13F-HR 0001140361-16-052354 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0001140361-15-039195 Quarter ended 2015-09-302015-11-02acceptance time not in the bulk data set
13F-HR 0001140361-15-028978 Quarter ended 2015-06-302015-07-29acceptance time not in the bulk data set
13F-HR 0001140361-15-017179 Quarter ended 2015-03-312015-05-01acceptance time not in the bulk data set
13F-HR 0001140361-15-005029 Quarter ended 2014-12-312015-02-10acceptance time not in the bulk data set
13F-HR 0001140361-14-041278 Quarter ended 2014-09-302014-11-12acceptance time not in the bulk data set
13F-HR 0001140361-14-030437 Quarter ended 2014-06-302014-08-01acceptance time not in the bulk data set
13F-HR 0001140361-14-017628 Quarter ended 2014-03-312014-04-28acceptance time not in the bulk data set
13F-HR 0001140361-14-006240 Quarter ended 2013-12-312014-02-12acceptance time not in the bulk data set
13F-HR 0001140361-13-041470 Quarter ended 2013-09-302013-11-12acceptance time not in the bulk data set
13F-HR 0001140361-13-031631 Quarter ended 2013-06-302013-08-12acceptance time not in the bulk data set