SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 1,069 shares; 2025Q2: 1,819 shares; 2025Q3: 1,500 shares; 2025Q4: 184,272 shares; 2026Q1: 202,776 shares; 2026Q2: 265,342 shares 265,342 $21.8M 6.81% +62,566 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 85,972 shares; 2026Q1: 96,832 shares; 2026Q2: 140,020 shares 140,020 $16.4M 5.14% +43,188 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,772 shares; 2024Q4: 2,396 shares; 2025Q1: 1,171 shares; 2025Q2: 1,296 shares; 2025Q3: 996 shares; 2025Q4: 88,794 shares; 2026Q1: 98,909 shares; 2026Q2: 145,287 shares 145,287 $13.7M 4.3% +46,378 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,935 shares; 2025Q4: 18,226 shares; 2026Q1: 14,730 shares; 2026Q2: 14,007 shares 14,007 $12M 3.76% -723 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,897 shares; 2024Q4: 33,828 shares; 2025Q1: 9,666 shares; 2025Q2: 9,842 shares; 2025Q3: 10,104 shares; 2025Q4: 14,890 shares; 2026Q1: 15,021 shares; 2026Q2: 15,032 shares 15,032 $11.2M 3.51% +11 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,804 shares; 2026Q1: 59,562 shares; 2026Q2: 69,849 shares 69,849 $10.3M 3.24% +10,287 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,833 shares; 2024Q4: 53,466 shares; 2025Q1: 41,530 shares; 2025Q2: 40,336 shares; 2025Q3: 43,442 shares; 2025Q4: 40,168 shares; 2026Q1: 39,945 shares; 2026Q2: 32,520 shares 32,520 $9.41M 2.94% -7,425 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,180 shares; 2024Q4: 35,271 shares; 2025Q1: 20,209 shares; 2025Q2: 20,314 shares; 2025Q3: 20,617 shares; 2025Q4: 16,360 shares; 2026Q1: 16,378 shares; 2026Q2: 12,679 shares 12,679 $9.34M 2.92% -3,699 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,397 shares; 2024Q4: 9,090 shares; 2025Q1: 5,463 shares; 2025Q2: 4,605 shares; 2025Q3: 4,653 shares; 2025Q4: 7,345 shares; 2026Q1: 7,718 shares; 2026Q2: 7,256 shares 7,256 $7.73M 2.42% -462 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,493 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 29,741 shares; 2026Q2: 130,640 shares 130,640 $7.6M 2.38% +100,899 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares; 2026Q2: 3,278 shares 3,278 $7.45M 2.33% +677 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,915 shares; 2024Q4: 82,114 shares; 2025Q1: 14,002 shares; 2025Q2: 12,301 shares; 2025Q3: 18,688 shares; 2025Q4: 53,261 shares; 2026Q1: 58,911 shares; 2026Q2: 86,064 shares 86,064 $7.36M 2.3% +27,153 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 820 shares; 2025Q4: 3,613 shares; 2026Q1: 5,271 shares; 2026Q2: 5,969 shares 5,969 $6.89M 2.15% +698 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,927 shares; 2024Q4: 12,286 shares; 2025Q1: 12,698 shares; 2025Q2: 12,657 shares; 2025Q3: 12,772 shares; 2025Q4: 14,559 shares; 2026Q1: 14,381 shares; 2026Q2: 9,148 shares 9,148 $6.61M 2.07% -5,233 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,731 shares; 2024Q4: 51,420 shares; 2025Q1: 42,416 shares; 2025Q2: 43,635 shares; 2025Q3: 44,423 shares; 2025Q4: 59,024 shares; 2026Q1: 60,377 shares; 2026Q2: 72,434 shares 72,434 $6.36M 1.99% +12,057 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,198 shares; 2024Q4: 20,228 shares; 2025Q1: 17,853 shares; 2025Q2: 22,266 shares; 2025Q3: 22,896 shares; 2025Q4: 23,016 shares; 2026Q1: 22,731 shares; 2026Q2: 21,685 shares 21,685 $5.17M 1.62% -1,046 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,830 shares; 2025Q1: 1,524 shares; 2025Q2: 5,253 shares; 2025Q3: 5,989 shares; 2025Q4: 7,825 shares; 2026Q1: 9,748 shares; 2026Q2: 8,833 shares 8,833 $5.13M 1.6% -915 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,273 shares; 2024Q4: 11,680 shares; 2025Q1: 11,560 shares; 2025Q2: 21,550 shares; 2025Q3: 27,724 shares; 2025Q4: 24,356 shares; 2026Q1: 22,335 shares; 2026Q2: 23,968 shares 23,968 $4.8M 1.5% +1,633 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 6,426 shares; 2025Q4: 12,658 shares; 2026Q1: 12,945 shares; 2026Q2: 14,076 shares 14,076 $4.71M 1.47% +1,131 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,650 shares; 2025Q1: 5,833 shares; 2025Q2: 5,565 shares; 2025Q3: 7,264 shares; 2025Q4: 10,642 shares; 2026Q1: 10,702 shares; 2026Q2: 9,725 shares 9,725 $4.21M 1.32% -977 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,846 shares; 2024Q4: 46,526 shares; 2025Q1: 39,285 shares; 2025Q2: 36,248 shares; 2025Q3: 40,409 shares; 2025Q4: 40,077 shares; 2026Q1: 39,702 shares; 2026Q2: 34,610 shares 34,610 $4.04M 1.26% -5,092 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,751 shares; 2024Q4: 14,851 shares; 2025Q1: 14,701 shares; 2025Q2: 14,593 shares; 2025Q3: 15,292 shares; 2025Q4: 13,276 shares; 2026Q1: 13,670 shares; 2026Q2: 11,065 shares 11,065 $3.91M 1.22% -2,605 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 2,895 shares; 2025Q1: 2,033 shares; 2025Q2: 2,595 shares; 2025Q3: 2,699 shares; 2025Q4: 3,244 shares; 2026Q1: 3,383 shares; 2026Q2: 3,860 shares 3,860 $3.9M 1.22% +477 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,245 shares; 2024Q4: 14,855 shares; 2025Q1: 12,724 shares; 2025Q2: 15,213 shares; 2025Q3: 15,731 shares; 2025Q4: 14,098 shares; 2026Q1: 13,949 shares; 2026Q2: 10,385 shares 10,385 $3.87M 1.21% -3,564 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,247 shares; 2024Q4: 34,879 shares; 2025Q1: 24,760 shares; 2025Q2: 25,232 shares; 2025Q3: 26,687 shares; 2025Q4: 30,229 shares; 2026Q1: 30,423 shares; 2026Q2: 34,102 shares 34,102 $3.86M 1.21% +3,679 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,577 shares; 2024Q4: 15,698 shares; 2025Q1: 15,206 shares; 2025Q2: 17,830 shares; 2025Q3: 17,178 shares; 2025Q4: 13,739 shares; 2026Q1: 13,574 shares; 2026Q2: 7,652 shares 7,652 $3.83M 1.2% -5,922 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,061 shares; 2024Q4: 12,960 shares; 2025Q1: 9,620 shares; 2025Q2: 8,168 shares; 2025Q3: 6,771 shares; 2025Q4: 22,485 shares; 2026Q1: 25,577 shares; 2026Q2: 28,730 shares 28,730 $3.69M 1.15% +3,153 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,511 shares; 2024Q4: 6,591 shares; 2025Q1: 7,706 shares; 2025Q2: 6,610 shares; 2025Q3: 7,075 shares; 2025Q4: 17,521 shares; 2026Q1: 19,783 shares; 2026Q2: 21,985 shares 21,985 $3.64M 1.14% +2,202 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,555 shares; 2025Q1: 3,046 shares; 2025Q2: 2,984 shares; 2025Q3: 3,646 shares; 2025Q4: 7,496 shares; 2026Q1: 7,582 shares; 2026Q2: 10,267 shares 10,267 $3.47M 1.09% +2,685 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,734 shares; 2024Q4: 7,744 shares; 2025Q1: 7,069 shares; 2025Q2: 7,446 shares; 2025Q3: 7,408 shares; 2025Q4: 8,507 shares; 2026Q1: 8,356 shares; 2026Q2: 6,543 shares 6,543 $3.36M 1.05% -1,813 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,029 shares; 2024Q4: 10,019 shares; 2025Q1: 4,571 shares; 2025Q2: 6,104 shares; 2025Q3: 7,571 shares; 2025Q4: 7,925 shares; 2026Q1: 7,717 shares; 2026Q2: 10,091 shares 10,091 $3.3M 1.03% +2,374 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,715 shares; 2024Q4: 11,329 shares; 2025Q1: 10,635 shares; 2025Q2: 9,477 shares; 2025Q3: 9,718 shares; 2025Q4: 11,382 shares; 2026Q1: 11,822 shares; 2026Q2: 9,332 shares 9,332 $3.2M 1% -2,490 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 10,888 shares; 2025Q1: 6,052 shares; 2025Q2: 6,190 shares; 2025Q3: 8,955 shares; 2025Q4: 8,409 shares; 2026Q1: 8,313 shares; 2026Q2: 8,611 shares 8,611 $3.08M 0.96% +298 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 26,500 shares; 2026Q1: 37,600 shares; 2026Q2: 54,750 shares 54,750 $2.73M 0.85% +17,150 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 749 shares; 2025Q1: 270 shares; 2025Q2: 292 shares; 2025Q3: 328 shares; 2025Q4: 720 shares; 2026Q1: 750 shares; 2026Q2: 8,655 shares 8,655 $2.61M 0.82% +7,905 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,737 shares; 2025Q1: 2,104 shares; 2025Q2: 2,187 shares; 2025Q3: 2,293 shares; 2025Q4: 2,857 shares; 2026Q1: 2,755 shares; 2026Q2: 2,767 shares 2,767 $2.59M 0.81% +12 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,925 shares; 2024Q4: 10,081 shares; 2025Q1: 10,025 shares; 2025Q2: 8,724 shares; 2025Q3: 8,357 shares; 2025Q4: 8,110 shares; 2026Q1: 8,064 shares; 2026Q2: 7,259 shares 7,259 $2.51M 0.78% -805 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,801 shares; 2025Q1: 1,701 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 27,176 shares; 2026Q1: 30,219 shares; 2026Q2: 39,322 shares 39,322 $2.27M 0.71% +9,103 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 147 shares; 2025Q3: 145 shares; 2025Q4: 736 shares; 2026Q1: 1,062 shares; 2026Q2: 1,924 shares 1,924 $2.26M 0.71% +862 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,627 shares; 2024Q4: 15,663 shares; 2025Q1: 15,349 shares; 2025Q2: 14,904 shares; 2025Q3: 13,993 shares; 2025Q4: 11,811 shares; 2026Q1: 13,811 shares; 2026Q2: 10,115 shares 10,115 $2.23M 0.7% -3,696 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 301 shares; 2025Q1: 208 shares; 2025Q2: 228 shares; 2025Q3: 332 shares; 2025Q4: 890 shares; 2026Q1: 909 shares; 2026Q2: 1,111 shares 1,111 $2.21M 0.69% +202 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 8,633 shares; 2025Q1: 8,409 shares; 2025Q2: 7,409 shares; 2025Q3: 7,960 shares; 2025Q4: 9,291 shares; 2026Q1: 5,983 shares; 2026Q2: 6,207 shares 6,207 $2.12M 0.66% +224 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,950 shares; 2025Q1: 4,148 shares; 2025Q2: 5,086 shares; 2025Q3: 7,055 shares; 2025Q4: 8,529 shares; 2026Q1: 8,439 shares; 2026Q2: 5,426 shares 5,426 $1.98M 0.62% -3,013 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,313 shares 13,313 $1.7M 0.53% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 12,183 shares; 2025Q2: 11,649 shares; 2025Q3: 11,353 shares; 2025Q4: 10,654 shares; 2026Q1: 11,295 shares; 2026Q2: 8,717 shares 8,717 $1.65M 0.52% -2,578 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,170 shares; 2025Q3: 4,744 shares; 2025Q4: 4,120 shares; 2026Q1: 4,076 shares; 2026Q2: 2,148 shares 2,148 $1.62M 0.51% -1,928 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 7,096 shares; 2025Q1: 2,576 shares; 2025Q2: 4,296 shares; 2025Q3: 6,380 shares; 2025Q4: 7,407 shares; 2026Q1: 6,824 shares; 2026Q2: 4,263 shares 4,263 $1.61M 0.5% -2,561 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: 4,610 shares; 2025Q3: 4,610 shares; 2025Q4: 4,230 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares 4,380 $1.56M 0.49% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,255 shares 4,255 $1.42M 0.44% new Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,651 shares 1,651 $1.23M 0.38% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 3,896 shares; 2025Q1: 3,103 shares; 2025Q2: 2,832 shares; 2025Q3: 3,007 shares; 2025Q4: 2,888 shares; 2026Q1: 4,908 shares; 2026Q2: 4,799 shares 4,799 $1.22M 0.38% -109 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,552 shares; 2026Q1: 20,973 shares; 2026Q2: 36,965 shares 36,965 $1.19M 0.37% +15,992 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,389 shares; 2025Q1: 13,328 shares; 2025Q2: 14,493 shares; 2025Q3: 19,273 shares; 2025Q4: 14,609 shares; 2026Q1: 14,570 shares; 2026Q2: 6,948 shares 6,948 $1.18M 0.37% -7,622 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,511 shares; 2026Q1: 19,943 shares; 2026Q2: 35,834 shares 35,834 $1.18M 0.37% +15,891 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,931 shares; 2024Q4: 35,876 shares; 2025Q1: 35,576 shares; 2025Q2: 34,557 shares; 2025Q3: 30,915 shares; 2025Q4: 28,504 shares; 2026Q1: 28,003 shares; 2026Q2: 20,674 shares 20,674 $1.12M 0.35% -7,329 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 2,773 shares 2,773 $1.09M 0.34% +787 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,724 shares; 2026Q1: 21,221 shares; 2026Q2: 37,791 shares 37,791 $1.09M 0.34% +16,570 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 3,445 shares 3,445 $1.04M 0.33% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1,643 shares; 2025Q1: 1,164 shares; 2025Q2: 1,361 shares; 2025Q3: 1,339 shares; 2025Q4: 863 shares; 2026Q1: 863 shares; 2026Q2: 868 shares 868 $1.04M 0.33% +5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,613 shares; 2025Q1: 1,529 shares; 2025Q2: 3,903 shares; 2025Q3: 4,187 shares; 2025Q4: 2,310 shares; 2026Q1: 2,383 shares; 2026Q2: 2,129 shares 2,129 $1.02M 0.32% -254 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 709 shares; 2025Q1: 2,575 shares; 2025Q2: 4,700 shares; 2025Q3: 6,150 shares; 2025Q4: 7,190 shares; 2026Q1: 6,730 shares; 2026Q2: 7,026 shares 7,026 $983K 0.31% +296 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 585 shares; 2025Q2: 1,470 shares; 2025Q3: 1,628 shares; 2025Q4: 1,504 shares; 2026Q1: 1,664 shares; 2026Q2: 2,299 shares 2,299 $980K 0.31% +635 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 452 shares; 2025Q1: 239 shares; 2025Q2: 173 shares; 2025Q3: 174 shares; 2025Q4: 124 shares; 2026Q1: 113 shares; 2026Q2: 1,249 shares 1,249 $954K 0.3% +1,136 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 13 shares; 2026Q1: not reported; 2026Q2: 3,058 shares 3,058 $911K 0.28% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 4,200 shares; 2025Q1: 1,710 shares; 2025Q2: 1,844 shares; 2025Q3: 2,208 shares; 2025Q4: 2,869 shares; 2026Q1: 2,867 shares; 2026Q2: 2,066 shares 2,066 $869K 0.27% -801 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,984 shares; 2024Q4: 8,780 shares; 2025Q1: 8,564 shares; 2025Q2: 8,564 shares; 2025Q3: 9,588 shares; 2025Q4: 7,813 shares; 2026Q1: 7,441 shares; 2026Q2: 5,199 shares 5,199 $762K 0.24% -2,242 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $752K 0.24% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,222 shares; 2024Q4: 18,219 shares; 2025Q1: 13,171 shares; 2025Q2: 10,940 shares; 2025Q3: 10,724 shares; 2025Q4: 6,431 shares; 2026Q1: 6,304 shares; 2026Q2: 4,700 shares 4,700 $735K 0.23% -1,604 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,190 shares; 2025Q1: 4,125 shares; 2025Q2: 4,105 shares; 2025Q3: 4,150 shares; 2025Q4: 3,358 shares; 2026Q1: 3,270 shares; 2026Q2: 2,070 shares 2,070 $730K 0.23% -1,200 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,100 shares; 2025Q2: 35,150 shares; 2025Q3: 32,750 shares; 2025Q4: 31,000 shares; 2026Q1: 30,900 shares; 2026Q2: 29,600 shares 29,600 $715K 0.22% -1,300 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,772 shares; 2024Q4: 3,284 shares; 2025Q1: 2,384 shares; 2025Q2: 1,827 shares; 2025Q3: 2,039 shares; 2025Q4: 1,275 shares; 2026Q1: 1,283 shares; 2026Q2: 1,290 shares 1,290 $639K 0.2% +7 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,107 shares 6,107 $587K 0.18% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,665 shares; 2024Q4: 3,342 shares; 2025Q1: 2,948 shares; 2025Q2: 2,915 shares; 2025Q3: 3,463 shares; 2025Q4: 15,111 shares; 2026Q1: 821 shares; 2026Q2: 7,456 shares 7,456 $583K 0.18% +6,635 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,088 shares; 2024Q4: 28,088 shares; 2025Q1: 28,088 shares; 2025Q2: 27,948 shares; 2025Q3: 27,035 shares; 2025Q4: 23,484 shares; 2026Q1: 23,354 shares; 2026Q2: 18,053 shares 18,053 $577K 0.18% -5,301 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares; 2026Q2: 3,477 shares 3,477 $569K 0.18% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 165 shares; 2025Q4: 155 shares; 2026Q1: 153 shares; 2026Q2: 3,189 shares 3,189 $568K 0.18% +3,036 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,062 shares; 2026Q1: 1,462 shares; 2026Q2: 1,530 shares 1,530 $564K 0.18% +68 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 363 shares; 2025Q3: 83,445 shares; 2025Q4: 47,033 shares; 2026Q1: 16,796 shares; 2026Q2: 16,796 shares 16,796 $558K 0.17% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 285 shares; 2025Q1: 4,195 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,225 shares; 2026Q1: 7,225 shares; 2026Q2: 7,165 shares 7,165 $556K 0.17% -60 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,387 shares; 2024Q4: 33,462 shares; 2025Q1: 31,737 shares; 2025Q2: 31,447 shares; 2025Q3: 30,277 shares; 2025Q4: 12,722 shares; 2026Q1: 12,722 shares; 2026Q2: 12,722 shares 12,722 $531K 0.17% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 12,726 shares; 2025Q1: 12,717 shares; 2025Q2: 11,959 shares; 2025Q3: 11,636 shares; 2025Q4: 9,729 shares; 2026Q1: 9,729 shares; 2026Q2: 6,267 shares 6,267 $531K 0.17% -3,462 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,477 shares; 2024Q4: 24,528 shares; 2025Q1: 4,224 shares; 2025Q2: 4,175 shares; 2025Q3: 3,864 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares; 2026Q2: 1,427 shares 1,427 $528K 0.17% -539 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,365 shares 10,365 $514K 0.16% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,046 shares; 2025Q1: 1,648 shares; 2025Q2: 1,552 shares; 2025Q3: 1,607 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 969 shares 969 $494K 0.15% -285 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,219 shares; 2024Q4: 15,526 shares; 2025Q1: 8,346 shares; 2025Q2: 5,562 shares; 2025Q3: 5,316 shares; 2025Q4: 3,019 shares; 2026Q1: 2,652 shares; 2026Q2: 2,187 shares 2,187 $477K 0.15% -465 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,054 shares; 2024Q4: 16,784 shares; 2025Q1: 15,704 shares; 2025Q2: 7,094 shares; 2025Q3: 7,263 shares; 2025Q4: 6,353 shares; 2026Q1: 6,313 shares; 2026Q2: 5,019 shares 5,019 $458K 0.14% -1,294 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,307 shares; 2024Q4: 6,307 shares; 2025Q1: 4,767 shares; 2025Q2: 4,685 shares; 2025Q3: 4,284 shares; 2025Q4: 2,915 shares; 2026Q1: 4,230 shares; 2026Q2: 3,311 shares 3,311 $448K 0.14% -919 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,104 shares; 2024Q4: 6,540 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,496 shares; 2025Q4: 968 shares; 2026Q1: 903 shares; 2026Q2: 3,582 shares 3,582 $445K 0.14% +2,679 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 6,227 shares; 2025Q1: 5,517 shares; 2025Q2: 5,467 shares; 2025Q3: 5,203 shares; 2025Q4: 4,397 shares; 2026Q1: 4,228 shares; 2026Q2: 1,569 shares 1,569 $427K 0.13% -2,659 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,217 shares; 2024Q4: 12,884 shares; 2025Q1: 9,624 shares; 2025Q2: 9,550 shares; 2025Q3: 9,185 shares; 2025Q4: 3,778 shares; 2026Q1: 3,302 shares; 2026Q2: 2,890 shares 2,890 $424K 0.13% -412 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $415K 0.13% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,638 shares; 2025Q1: 3,218 shares; 2025Q2: 1,815 shares; 2025Q3: 1,965 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,930 shares 1,930 $411K 0.13% +245 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 3,520 shares; 2025Q4: 1,405 shares; 2026Q1: 3,969 shares; 2026Q2: 2,322 shares 2,322 $409K 0.13% -1,647 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,259 shares; 2025Q1: 651 shares; 2025Q2: 754 shares; 2025Q3: 928 shares; 2025Q4: 974 shares; 2026Q1: 1,074 shares; 2026Q2: 797 shares 797 $406K 0.13% -277 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,323 shares; 2025Q1: 947 shares; 2025Q2: 352 shares; 2025Q3: 732 shares; 2025Q4: 1,338 shares; 2026Q1: 1,008 shares; 2026Q2: 2,103 shares 2,103 $401K 0.13% +1,095 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,731 shares; 2025Q2: 1,671 shares; 2025Q3: 1,592 shares; 2025Q4: 1,459 shares; 2026Q1: 1,454 shares; 2026Q2: 690 shares 690 $398K 0.12% -764 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,831 shares; 2025Q1: 1,254 shares; 2025Q2: 1,302 shares; 2025Q3: 1,545 shares; 2025Q4: 1,073 shares; 2026Q1: 844 shares; 2026Q2: 705 shares 705 $397K 0.12% -139 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,554 shares; 2024Q4: 25,854 shares; 2025Q1: 25,296 shares; 2025Q2: 22,323 shares; 2025Q3: 21,323 shares; 2025Q4: 18,345 shares; 2026Q1: 16,775 shares; 2026Q2: 8,167 shares 8,167 $392K 0.12% -8,608 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,521 shares; 2024Q4: 6,441 shares; 2025Q1: 6,391 shares; 2025Q2: 5,694 shares; 2025Q3: 4,394 shares; 2025Q4: 4,061 shares; 2026Q1: 3,554 shares; 2026Q2: 1,352 shares 1,352 $383K 0.12% -2,202 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,533 shares; 2025Q3: 1,288 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 954 shares 954 $379K 0.12% -17 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 4,975 shares; 2025Q1: 6,500 shares; 2025Q2: 4,990 shares; 2025Q3: 5,005 shares; 2025Q4: 1,585 shares; 2026Q1: 1,970 shares; 2026Q2: 2,290 shares 2,290 $374K 0.12% +320 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 510 shares 510 $367K 0.11% +135 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,803 shares; 2024Q4: 89,287 shares; 2025Q1: 9,208 shares; 2025Q2: 10,943 shares; 2025Q3: 14,063 shares; 2025Q4: 2,893 shares; 2026Q1: 4,083 shares; 2026Q2: 4,678 shares 4,678 $361K 0.11% +595 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,397 shares; 2025Q1: 1,857 shares; 2025Q2: 3,262 shares; 2025Q3: 8,202 shares; 2025Q4: 6,209 shares; 2026Q1: 4,489 shares; 2026Q2: 4,093 shares 4,093 $360K 0.11% -396 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,753 shares; 2025Q1: 1,731 shares; 2025Q2: 1,572 shares; 2025Q3: 1,464 shares; 2025Q4: 1,339 shares; 2026Q1: 1,321 shares; 2026Q2: 1,006 shares 1,006 $356K 0.11% -315 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,845 shares 3,845 $353K 0.11% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 2,285 shares; 2025Q1: 7,625 shares; 2025Q2: 13,465 shares; 2025Q3: 12,415 shares; 2025Q4: 11,180 shares; 2026Q1: 11,180 shares; 2026Q2: 11,030 shares 11,030 $350K 0.11% -150 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 1,615 shares; 2025Q2: 1,415 shares; 2025Q3: 1,310 shares; 2025Q4: 944 shares; 2026Q1: 779 shares; 2026Q2: 3,927 shares 3,927 $345K 0.11% +3,148 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,650 shares; 2025Q1: 1,550 shares; 2025Q2: 5,555 shares; 2025Q3: 5,225 shares; 2025Q4: 1,520 shares; 2026Q1: 1,770 shares; 2026Q2: 1,857 shares 1,857 $344K 0.11% +87 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,436 shares; 2025Q1: 3,291 shares; 2025Q2: 3,291 shares; 2025Q3: 3,141 shares; 2025Q4: 2,644 shares; 2026Q1: 2,470 shares; 2026Q2: 1,703 shares 1,703 $342K 0.11% -767 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 999 shares; 2025Q1: 899 shares; 2025Q2: 749 shares; 2025Q3: 1,249 shares; 2025Q4: 1,182 shares; 2026Q1: 4,182 shares; 2026Q2: 3,744 shares 3,744 $340K 0.11% -438 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $338K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,810 shares; 2025Q1: 1,827 shares; 2025Q2: 1,842 shares; 2025Q3: 1,938 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,241 shares 1,241 $335K 0.1% -169 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,335 shares; 2026Q1: 1,320 shares; 2026Q2: 1,230 shares 1,230 $333K 0.1% -90 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,870 shares; 2025Q3: 21,400 shares; 2025Q4: 25,510 shares; 2026Q1: 24,510 shares; 2026Q2: 23,700 shares 23,700 $327K 0.1% -810 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,050 shares 6,050 $309K 0.1% -300 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492 shares; 2024Q4: 2,382 shares; 2025Q1: 1,942 shares; 2025Q2: 1,892 shares; 2025Q3: 1,890 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,489 shares 1,489 $307K 0.1% -1 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,734 shares 1,734 $305K 0.1% -13 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $301K 0.09% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,725 shares; 2024Q4: 44,575 shares; 2025Q1: 43,085 shares; 2025Q2: 31,390 shares; 2025Q3: 30,755 shares; 2025Q4: 10,476 shares; 2026Q1: 10,476 shares; 2026Q2: 8,776 shares 8,776 $299K 0.09% -1,700 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 513 shares; 2025Q4: 413 shares; 2026Q1: 466 shares; 2026Q2: 462 shares 462 $293K 0.09% -4 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 840 shares; 2025Q2: 640 shares; 2025Q3: 1,740 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,140 shares 1,140 $291K 0.09% -100 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,112 shares; 2024Q4: 36,006 shares; 2025Q1: 27,958 shares; 2025Q2: 17,442 shares; 2025Q3: 16,452 shares; 2025Q4: 6,045 shares; 2026Q1: 5,565 shares; 2026Q2: 5,378 shares 5,378 $291K 0.09% -187 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,405 shares; 2025Q3: 1,196 shares; 2025Q4: 1,038 shares; 2026Q1: 945 shares; 2026Q2: 741 shares 741 $287K 0.09% -204 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,702 shares; 2025Q3: 2,692 shares; 2025Q4: 2,194 shares; 2026Q1: 1,962 shares; 2026Q2: 1,827 shares 1,827 $286K 0.09% -135 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,617 shares; 2024Q4: 41,387 shares; 2025Q1: 9,492 shares; 2025Q2: 9,292 shares; 2025Q3: 9,242 shares; 2025Q4: 6,348 shares; 2026Q1: 6,348 shares; 2026Q2: 6,348 shares 6,348 $282K 0.09% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,860 shares; 2024Q4: 14,675 shares; 2025Q1: 13,805 shares; 2025Q2: 13,505 shares; 2025Q3: 12,640 shares; 2025Q4: 3,500 shares; 2026Q1: 3,620 shares; 2026Q2: 2,920 shares 2,920 $282K 0.09% -700 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 852 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 844 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 625 shares 625 $260K 0.08% -140 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,964 shares; 2025Q1: 5,464 shares; 2025Q2: 2,324 shares; 2025Q3: 2,244 shares; 2025Q4: 775 shares; 2026Q1: 1,105 shares; 2026Q2: 2,730 shares 2,730 $246K 0.08% +1,625 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 100 shares; 2025Q2: 640 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,025 shares; 2026Q2: 1,135 shares 1,135 $246K 0.08% +110 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,930 shares; 2025Q1: 440 shares; 2025Q2: 405 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 310 shares; 2026Q2: 371 shares 371 $243K 0.08% +61 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 4,750 shares; 2025Q3: 4,950 shares; 2025Q4: 3,750 shares; 2026Q1: 3,140 shares; 2026Q2: 3,000 shares 3,000 $226K 0.07% -140 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,674 shares; 2025Q1: 1,368 shares; 2025Q2: 1,180 shares; 2025Q3: 910 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 536 shares 536 $223K 0.07% -22 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $220K 0.07% 0 JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 263 shares; 2026Q1: 1,378 shares; 2026Q2: 1,494 shares 1,494 $218K 0.07% +116 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,390 shares; 2025Q2: 3,415 shares; 2025Q3: 3,795 shares; 2025Q4: 1,331 shares; 2026Q1: 686 shares; 2026Q2: 1,651 shares 1,651 $217K 0.07% +965 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares; 2026Q2: 1,326 shares 1,326 $217K 0.07% -314 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,974 shares; 2026Q2: 2,974 shares 2,974 $212K 0.07% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,680 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 8,000 shares; 2026Q1: 7,000 shares; 2026Q2: 8,500 shares 8,500 $210K 0.07% +1,500 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 4,867 shares; 2025Q1: 3,954 shares; 2025Q2: 3,959 shares; 2025Q3: 3,917 shares; 2025Q4: 2,900 shares; 2026Q1: 2,375 shares; 2026Q2: 1,355 shares 1,355 $206K 0.06% -1,020 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 450 shares; 2025Q1: 752 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 753 shares; 2026Q1: 719 shares; 2026Q2: 479 shares 479 $199K 0.06% -240 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,278 shares; 2025Q1: 4,188 shares; 2025Q2: 3,895 shares; 2025Q3: 3,194 shares; 2025Q4: 785 shares; 2026Q1: 786 shares; 2026Q2: 787 shares 787 $198K 0.06% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 785 shares; 2025Q1: 820 shares; 2025Q2: 717 shares; 2025Q3: 706 shares; 2025Q4: 606 shares; 2026Q1: 581 shares; 2026Q2: 525 shares 525 $196K 0.06% -56 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,359 shares; 2025Q1: 1,999 shares; 2025Q2: 1,766 shares; 2025Q3: 1,353 shares; 2025Q4: 871 shares; 2026Q1: 851 shares; 2026Q2: 1,252 shares 1,252 $196K 0.06% +401 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,150 shares; 2024Q4: 5,700 shares; 2025Q1: 1,500 shares; 2025Q2: 2,725 shares; 2025Q3: 3,440 shares; 2025Q4: 4,680 shares; 2026Q1: 4,880 shares; 2026Q2: 4,580 shares 4,580 $196K 0.06% -300 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $194K 0.06% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 945 shares; 2025Q1: 1,170 shares; 2025Q2: 2,255 shares; 2025Q3: 2,205 shares; 2025Q4: 895 shares; 2026Q1: 1,044 shares; 2026Q2: 780 shares 780 $189K 0.06% -264 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,130 shares; 2025Q1: 529 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $186K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 2,200 shares; 2025Q4: 2,654 shares; 2026Q1: 2,485 shares; 2026Q2: 1,449 shares 1,449 $183K 0.06% -1,036 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 4,300 shares; 2025Q2: 4,600 shares; 2025Q3: 3,827 shares; 2025Q4: 2,750 shares; 2026Q1: 2,812 shares; 2026Q2: 2,412 shares 2,412 $182K 0.06% -400 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 258 shares; 2025Q1: 138 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $176K 0.06% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 3,651 shares; 2025Q1: 3,401 shares; 2025Q2: 3,401 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares; 2026Q2: 3,526 shares 3,526 $176K 0.05% +125 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,771 shares; 2024Q4: 43,238 shares; 2025Q1: 5,138 shares; 2025Q2: 1,197 shares; 2025Q3: 2,146 shares; 2025Q4: 1,993 shares; 2026Q1: 1,254 shares; 2026Q2: 1,167 shares 1,167 $173K 0.05% -87 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares; 2026Q2: 2,998 shares 2,998 $173K 0.05% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,087 shares; 2024Q4: 20,759 shares; 2025Q1: 4,918 shares; 2025Q2: 5,755 shares; 2025Q3: 9,189 shares; 2025Q4: 2,144 shares; 2026Q1: 1,519 shares; 2026Q2: 1,669 shares 1,669 $172K 0.05% +150 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 4,225 shares; 2025Q1: 3,695 shares; 2025Q2: 1,085 shares; 2025Q3: 1,055 shares; 2025Q4: 780 shares; 2026Q1: 880 shares; 2026Q2: 780 shares 780 $171K 0.05% -100 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 409 shares; 2025Q1: 307 shares; 2025Q2: 807 shares; 2025Q3: 1,212 shares; 2025Q4: 1,006 shares; 2026Q1: 1,249 shares; 2026Q2: 1,295 shares 1,295 $164K 0.05% +46 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $163K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,156 shares; 2025Q1: 2,151 shares; 2025Q2: 2,031 shares; 2025Q3: 1,853 shares; 2025Q4: 1,194 shares; 2026Q1: 1,172 shares; 2026Q2: 585 shares 585 $161K 0.05% -587 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 915 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $160K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $160K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 1,092 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,470 shares; 2026Q2: 1,344 shares 1,344 $158K 0.05% -126 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 8,875 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 871 shares; 2025Q4: 478 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $157K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 523 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 704 shares; 2026Q1: 481 shares; 2026Q2: 1,924 shares 1,924 $155K 0.05% +1,443 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 2,885 shares; 2025Q2: 4,060 shares; 2025Q3: 4,110 shares; 2025Q4: 760 shares; 2026Q1: 885 shares; 2026Q2: 570 shares 570 $153K 0.05% -315 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,109 shares 1,109 $150K 0.05% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,865 shares; 2025Q2: 1,882 shares; 2025Q3: 1,847 shares; 2025Q4: 1,782 shares; 2026Q1: 1,782 shares; 2026Q2: 1,237 shares 1,237 $147K 0.05% -545 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 1,008 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares 1,708 $145K 0.05% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $137K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,240 shares; 2025Q1: 1,515 shares; 2025Q2: 1,215 shares; 2025Q3: 3,215 shares; 2025Q4: 2,969 shares; 2026Q1: 2,369 shares; 2026Q2: 2,369 shares 2,369 $135K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,843 shares; 2025Q1: 3,512 shares; 2025Q2: 3,468 shares; 2025Q3: 3,393 shares; 2025Q4: 1,337 shares; 2026Q1: 501 shares; 2026Q2: 506 shares 506 $132K 0.04% +5 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 647 shares; 2025Q1: 633 shares; 2025Q2: 568 shares; 2025Q3: 586 shares; 2025Q4: 430 shares; 2026Q1: 272 shares; 2026Q2: 262 shares 262 $130K 0.04% -10 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,695 shares; 2025Q1: 935 shares; 2025Q2: 7,990 shares; 2025Q3: 9,585 shares; 2025Q4: 2,275 shares; 2026Q1: 2,160 shares; 2026Q2: 1,410 shares 1,410 $128K 0.04% -750 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,460 shares; 2026Q2: 1,290 shares 1,290 $127K 0.04% -170 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 4,415 shares; 2025Q1: 4,315 shares; 2025Q2: 5,975 shares; 2025Q3: 6,235 shares; 2025Q4: 1,380 shares; 2026Q1: 1,280 shares; 2026Q2: 1,180 shares 1,180 $126K 0.04% -100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,349 shares; 2024Q4: 28,752 shares; 2025Q1: 8,103 shares; 2025Q2: 5,956 shares; 2025Q3: 4,137 shares; 2025Q4: 3,467 shares; 2026Q1: 3,320 shares; 2026Q2: 1,580 shares 1,580 $126K 0.04% -1,740 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,741 shares; 2024Q4: 3,165 shares; 2025Q1: 3,085 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,247 shares; 2026Q1: 2,905 shares; 2026Q2: 894 shares 894 $125K 0.04% -2,011 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,228 shares; 2025Q1: 3,228 shares; 2025Q2: 2,953 shares; 2025Q3: 2,607 shares; 2025Q4: 2,117 shares; 2026Q1: 2,005 shares; 2026Q2: 637 shares 637 $123K 0.04% -1,368 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,460 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $123K 0.04% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,505 shares; 2025Q3: 2,428 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares; 2026Q2: 1,668 shares 1,668 $121K 0.04% -675 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 732 shares; 2025Q3: 632 shares; 2025Q4: 517 shares; 2026Q1: 581 shares; 2026Q2: 331 shares 331 $120K 0.04% -250 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 2,256 shares; 2025Q1: 2,248 shares; 2025Q2: 2,041 shares; 2025Q3: 1,991 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares; 2026Q2: 1,791 shares 1,791 $119K 0.04% -171 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 82 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 1,380 shares 1,380 $119K 0.04% +1,150 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $114K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,221 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares; 2026Q2: 1,196 shares 1,196 $114K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,263 shares; 2024Q4: 34,993 shares; 2025Q1: 3,126 shares; 2025Q2: 2,984 shares; 2025Q3: 2,448 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares; 2026Q2: 1,818 shares 1,818 $109K 0.03% -145 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $105K 0.03% 0 Timeline METCB RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,647 shares; 2024Q4: 15,079 shares; 2025Q1: 15,181 shares; 2025Q2: 11,806 shares; 2025Q3: 11,942 shares; 2025Q4: 12,108 shares; 2026Q1: 12,275 shares; 2026Q2: 12,312 shares 12,312 $105K 0.03% +37 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,255 shares; 2025Q1: 2,455 shares; 2025Q2: 1,958 shares; 2025Q3: 1,895 shares; 2025Q4: 7,428 shares; 2026Q1: 1,732 shares; 2026Q2: 1,088 shares 1,088 $105K 0.03% -644 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,702 shares; 2024Q4: 1,604 shares; 2025Q1: 1,483 shares; 2025Q2: 1,421 shares; 2025Q3: 1,429 shares; 2025Q4: 700 shares; 2026Q1: 437 shares; 2026Q2: 357 shares 357 $105K 0.03% -80 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,470 shares; 2026Q2: 2,470 shares 2,470 $105K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 350 shares; 2025Q1: 1,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 895 shares; 2026Q1: 410 shares; 2026Q2: 654 shares 654 $104K 0.03% +244 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 158 shares 158 $101K 0.03% -17 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,188 shares; 2024Q4: 7,088 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $101K 0.03% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,270 shares 2,270 $96.2K 0.03% -55 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,400 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 1,600 shares 1,600 $94.3K 0.03% +1,300 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $93.2K 0.03% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 1,238 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 950 shares; 2025Q4: 412 shares; 2026Q1: 415 shares; 2026Q2: 306 shares 306 $92.7K 0.03% -109 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 460 shares; 2025Q3: 455 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 315 shares 315 $91.7K 0.03% -62 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $90.7K 0.03% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,052 shares; 2025Q1: 727 shares; 2025Q2: 747 shares; 2025Q3: 753 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 547 shares 547 $90.1K 0.03% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $89.4K 0.03% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,480 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $87.3K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,138 shares; 2024Q4: 3,038 shares; 2025Q1: 2,897 shares; 2025Q2: 2,672 shares; 2025Q3: 2,411 shares; 2025Q4: 1,062 shares; 2026Q1: 722 shares; 2026Q2: 551 shares 551 $87.1K 0.03% -171 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 525 shares 525 $84.8K 0.03% +375 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 3,414 shares; 2025Q2: 1,214 shares; 2025Q3: 2,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,176 shares 1,176 $84.6K 0.03% +62 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: not reported; 2026Q1: 431 shares; 2026Q2: 350 shares 350 $83.3K 0.03% -81 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85 shares 85 $82K 0.03% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $79K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,751 shares; 2025Q2: 2,441 shares; 2025Q3: 2,319 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 565 shares 565 $77.2K 0.02% -494 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 440 shares; 2026Q2: 431 shares 431 $76.5K 0.02% -9 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,134 shares; 2024Q4: 38,647 shares; 2025Q1: 24,455 shares; 2025Q2: 11,412 shares; 2025Q3: 11,612 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 1,940 shares 1,940 $75.3K 0.02% -1,400 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 313 shares 313 $74.3K 0.02% -87 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 306 shares; 2025Q4: not reported; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $73.7K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 426 shares; 2025Q1: 225 shares; 2025Q2: 725 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,733 shares 1,733 $73.4K 0.02% +208 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,734 shares; 2024Q4: 5,734 shares; 2025Q1: 5,579 shares; 2025Q2: 6,304 shares; 2025Q3: 6,553 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 876 shares 876 $71.2K 0.02% +131 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: 10,333 shares; 2025Q1: 3,915 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $69.9K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 3,699 shares; 2025Q1: 2,526 shares; 2025Q2: 4,237 shares; 2025Q3: 2,107 shares; 2025Q4: 1,143 shares; 2026Q1: 1,057 shares; 2026Q2: 246 shares 246 $69.2K 0.02% -811 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $68.2K 0.02% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 7,058 shares; 2025Q1: 7,058 shares; 2025Q2: 5,429 shares; 2025Q3: 15,296 shares; 2025Q4: 5,429 shares; 2026Q1: 5,429 shares; 2026Q2: 5,061 shares 5,061 $67K 0.02% -368 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $66.5K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,045 shares; 2025Q1: 2,576 shares; 2025Q2: 4,276 shares; 2025Q3: 8,076 shares; 2025Q4: 12,446 shares; 2026Q1: 3,126 shares; 2026Q2: 3,126 shares 3,126 $64.7K 0.02% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 1,300 shares 1,300 $64.1K 0.02% +700 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663 shares; 2024Q4: 763 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $63.5K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 400 shares; 2026Q1: 1,460 shares; 2026Q2: 1,380 shares 1,380 $62.6K 0.02% -80 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 910 shares 910 $58.7K 0.02% +840 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,257 shares; 2025Q1: 2,137 shares; 2025Q2: 1,992 shares; 2025Q3: 1,657 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $57.2K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 294 shares 294 $57.2K 0.02% -51 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 629 shares 629 $57.1K 0.02% -878 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 440 shares 440 $57.1K 0.02% -4 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 2,100 shares; 2025Q3: 1,100 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $56.6K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 384 shares 384 $55.6K 0.02% +220 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 61 shares; 2025Q1: 660 shares; 2025Q2: 262 shares; 2025Q3: 576 shares; 2025Q4: 598 shares; 2026Q1: 427 shares; 2026Q2: 324 shares 324 $54.3K 0.02% -103 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 1,347 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $53.8K 0.02% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026 $53.6K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,769 shares; 2024Q4: 13,806 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,287 shares; 2025Q4: 384 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $53.3K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,609 shares; 2024Q4: 22,024 shares; 2025Q1: 11,258 shares; 2025Q2: 7,913 shares; 2025Q3: 7,610 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $51K 0.02% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $50.5K 0.02% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,244 shares; 2025Q1: 254 shares; 2025Q2: 239 shares; 2025Q3: 229 shares; 2025Q4: 277 shares; 2026Q1: 592 shares; 2026Q2: 177 shares 177 $49.5K 0.02% -415 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 3,075 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 100 shares 100 $49.1K 0.02% +85 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $46.8K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $46.5K 0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 605 shares; 2025Q1: 186 shares; 2025Q2: 183 shares; 2025Q3: 228 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $45.6K 0.01% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $45.4K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $45.4K 0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $45.3K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,913 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,268 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $45K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $42.5K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 1,242 shares; 2025Q2: 1,358 shares; 2025Q3: 791 shares; 2025Q4: 6,485 shares; 2026Q1: 570 shares; 2026Q2: 223 shares 223 $42.5K 0.01% -347 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,379 shares; 2024Q4: 6,339 shares; 2025Q1: 6,324 shares; 2025Q2: 5,564 shares; 2025Q3: 4,960 shares; 2025Q4: 3,530 shares; 2026Q1: 3,476 shares; 2026Q2: 286 shares 286 $42.3K 0.01% -3,190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 951 shares; 2026Q2: 451 shares 451 $42.1K 0.01% -500 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,748 shares; 2024Q4: 5,502 shares; 2025Q1: 5,002 shares; 2025Q2: 4,206 shares; 2025Q3: 4,171 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares; 2026Q2: 969 shares 969 $41.8K 0.01% -604 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $41.1K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,852 shares; 2025Q4: 1,994 shares; 2026Q1: 15 shares; 2026Q2: 85 shares 85 $41.1K 0.01% +70 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $41K 0.01% 0 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $40.4K 0.01% 0 PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $40.2K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 1,903 shares; 2025Q1: 804 shares; 2025Q2: 879 shares; 2025Q3: 504 shares; 2025Q4: 1,137 shares; 2026Q1: 2,637 shares; 2026Q2: 637 shares 637 $40.1K 0.01% -2,000 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,636 shares; 2024Q4: 52,931 shares; 2025Q1: 4,891 shares; 2025Q2: 4,477 shares; 2025Q3: 3,763 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 400 shares 400 $38.6K 0.01% -304 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,278 shares; 2024Q4: 10,058 shares; 2025Q1: 4,408 shares; 2025Q2: 3,258 shares; 2025Q3: 2,795 shares; 2025Q4: 2,275 shares; 2026Q1: 2,125 shares; 2026Q2: 400 shares 400 $38.5K 0.01% -1,725 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,200 shares; 2025Q1: 3,000 shares; 2025Q2: 2,050 shares; 2025Q3: 1,950 shares; 2025Q4: 150 shares; 2026Q1: 100 shares; 2026Q2: 300 shares 300 $38.3K 0.01% +200 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $38.1K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,565 shares; 2025Q1: 375 shares; 2025Q2: 135 shares; 2025Q3: 357 shares; 2025Q4: 485 shares; 2026Q1: 400 shares; 2026Q2: 150 shares 150 $37.8K 0.01% -250 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $37.8K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 152 shares; 2026Q1: 352 shares; 2026Q2: 196 shares 196 $35.5K 0.01% -156 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $35K 0.01% new Timeline FFTY CAPITAL-FORCE ETF TR More: the full row for CAPITAL-FORCE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $34.8K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $33.8K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,577 shares; 2024Q4: 6,521 shares; 2025Q1: 836 shares; 2025Q2: 636 shares; 2025Q3: 631 shares; 2025Q4: 245 shares; 2026Q1: 220 shares; 2026Q2: 205 shares 205 $33.7K 0.01% -15 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 728 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 43 shares; 2025Q4: 480 shares; 2026Q1: 881 shares; 2026Q2: 451 shares 451 $32.2K 0.01% -430 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 494 shares; 2025Q3: 460 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 387 shares 387 $31.9K 0.01% -71 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 848 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 189 shares 189 $31.9K 0.01% -352 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $31.6K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 235 shares; 2025Q3: 232 shares; 2025Q4: 210 shares; 2026Q1: 168 shares; 2026Q2: 92 shares 92 $31.1K 0.01% -76 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $30.8K 0.01% new Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,551 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $30.8K 0.01% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 667 shares 667 $30.5K 0.01% -733 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,432 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $30.1K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 64 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $29.6K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $29.1K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $28.7K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 348 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 208 shares 208 $28.4K 0.01% -139 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 595 shares; 2025Q1: 4,195 shares; 2025Q2: 1,395 shares; 2025Q3: 1,614 shares; 2025Q4: 395 shares; 2026Q1: 895 shares; 2026Q2: 607 shares 607 $28.2K 0.01% -288 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,537 shares; 2026Q2: 461 shares 461 $27.7K 0.01% -1,076 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 306 shares; 2025Q1: 82 shares; 2025Q2: 549 shares; 2025Q3: 764 shares; 2025Q4: 315 shares; 2026Q1: 191 shares; 2026Q2: 111 shares 111 $27.7K 0.01% -80 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 237 shares; 2025Q1: 75 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 265 shares; 2026Q1: 85 shares; 2026Q2: 90 shares 90 $27.4K 0.01% +5 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 386 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 180 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $26.7K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $26.3K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares; 2026Q2: 290 shares 290 $25.7K 0.01% -52 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $25.4K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $24.9K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 197 shares 197 $24K 0.01% -226 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 531 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $23.2K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 320 shares; 2025Q1: 122 shares; 2025Q2: 128 shares; 2025Q3: 514 shares; 2025Q4: 395 shares; 2026Q1: 312 shares; 2026Q2: 102 shares 102 $22.7K 0.01% -210 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 923 shares 923 $22.7K 0.01% +178 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $22.5K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares; 2026Q2: 494 shares 494 $21.3K 0.01% -758 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 76 shares 76 $21.3K 0.01% +5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 2,448 shares; 2025Q1: 1,150 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $21.2K 0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $20.5K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 67 shares 67 $20K 0.01% -19 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 75 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $20K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 1,000 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $19.5K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 2,956 shares; 2025Q3: 536 shares; 2025Q4: 456 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $19.4K 0.01% 0 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $18.9K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 183 shares 183 $18.7K 0.01% +17 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 925 shares; 2025Q1: 450 shares; 2025Q2: 5,050 shares; 2025Q3: 5,500 shares; 2025Q4: 1,452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $18.6K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,385 shares; 2025Q4: 640 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $18.5K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $18.1K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 59 shares 59 $17.8K 0.01% -1 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $17.7K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 630 shares; 2025Q4: 730 shares; 2026Q1: 830 shares; 2026Q2: 530 shares 530 $17.6K 0.01% -300 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $16.9K 0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 213 shares 213 $16.9K 0.01% -5 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $16.5K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,641 shares; 2025Q3: 880 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 380 shares 380 $16.2K 0.01% -265 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 1,054 shares; 2025Q1: 929 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $15.7K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 95 shares 95 $15.6K <0.01% -38 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 680 shares; 2025Q3: 597 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 117 shares 117 $15.5K <0.01% -433 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.5K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 1,671 shares; 2025Q3: 2,061 shares; 2025Q4: 614 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $15.1K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $14.9K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 1,691 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 1,163 shares; 2026Q2: 611 shares 611 $14.7K <0.01% -552 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $14.6K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $14.3K <0.01% 0 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 250 shares 250 $14.2K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14.1K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 22 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 10 shares 10 $13.6K <0.01% -15 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 532 shares; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.1K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares 1,326 $12.7K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 51 shares 51 $12.6K <0.01% +17 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 4,220 shares; 2025Q3: 6,430 shares; 2025Q4: 2,260 shares; 2026Q1: 1,160 shares; 2026Q2: 150 shares 150 $12.3K <0.01% -1,010 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,128 shares; 2024Q4: 340 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 124 shares; 2025Q4: 87 shares; 2026Q1: 387 shares; 2026Q2: 117 shares 117 $12.1K <0.01% -270 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $11.9K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $11.6K <0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 318 shares; 2025Q1: 568 shares; 2025Q2: 316 shares; 2025Q3: 272 shares; 2025Q4: 174 shares; 2026Q1: 119 shares; 2026Q2: 93 shares 93 $11.6K <0.01% -26 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $11.1K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 8 shares 8 $10.7K <0.01% -10 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 50 shares 50 $10.6K <0.01% -50 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 40 shares 40 $9.92K <0.01% -40 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,020 shares; 2024Q4: 30,378 shares; 2025Q1: 2,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,035 shares; 2025Q4: 635 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $9.76K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 706 shares; 2025Q1: 244 shares; 2025Q2: 237 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 35 shares 35 $9.44K <0.01% -2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 191 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 142 shares 142 $9.09K <0.01% -46 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 17 shares 17 $8.82K <0.01% -17 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $8.39K <0.01% new Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 741 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 639 shares; 2026Q2: 305 shares 305 $8.37K <0.01% -334 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 109 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 28 shares 28 $8.29K <0.01% -67 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $8.08K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 934 shares; 2025Q1: 644 shares; 2025Q2: 560 shares; 2025Q3: 535 shares; 2025Q4: 427 shares; 2026Q1: 358 shares; 2026Q2: 39 shares 39 $8K <0.01% -319 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,955 shares; 2024Q4: 23,030 shares; 2025Q1: 10,664 shares; 2025Q2: 9,514 shares; 2025Q3: 3,146 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 300 shares 300 $7.85K <0.01% -2,000 Timeline BRUN BOOST RUN INC More: the full row for BOOST RUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $7.76K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 13 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 8 shares 8 $7.69K <0.01% +3 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 1,450 shares; 2025Q1: 2,850 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.41K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 270 shares 270 $7.4K <0.01% +111 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $7.39K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $7.32K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 61 shares 61 $7.25K <0.01% +53 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 865 shares; 2025Q4: 120 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.24K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 253 shares; 2025Q3: 209 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 81 shares 81 $7.18K <0.01% -26 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,007 shares; 2024Q4: 16,160 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,612 shares; 2025Q4: 272 shares; 2026Q1: 547 shares; 2026Q2: 72 shares 72 $7.13K <0.01% -475 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $6.8K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $6.65K <0.01% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $6.39K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $6.23K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 130 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $6.2K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 345 shares 345 $6.01K <0.01% -1 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,498 shares; 2024Q4: 4,498 shares; 2025Q1: 4,498 shares; 2025Q2: 4,273 shares; 2025Q3: 4,273 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 55 shares 55 $5.93K <0.01% -1,350 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $5.77K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $5.44K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $5.42K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,989 shares; 2025Q1: 2,889 shares; 2025Q2: 2,789 shares; 2025Q3: 2,689 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 100 shares 100 $5.36K <0.01% -37 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares; 2026Q2: 20 shares 20 $5.21K <0.01% -575 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $5.21K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 8,330 shares; 2025Q2: 6,225 shares; 2025Q3: 5,525 shares; 2025Q4: 100 shares; 2026Q1: 700 shares; 2026Q2: 100 shares 100 $5.18K <0.01% -600 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.16K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $4.9K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $4.89K <0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 61 shares 61 $4.83K <0.01% -222 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 853 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 729 shares; 2026Q2: 69 shares 69 $4.73K <0.01% -660 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 6,215 shares; 2025Q1: 7,835 shares; 2025Q2: 9,840 shares; 2025Q3: 9,390 shares; 2025Q4: 3,130 shares; 2026Q1: 1,050 shares; 2026Q2: 50 shares 50 $4.49K <0.01% -1,000 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 125 shares; 2025Q2: 100 shares; 2025Q3: 300 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $4.44K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,428 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $4.32K <0.01% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $4.29K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $4.23K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $4.14K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $4.06K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $3.96K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82 shares 82 $3.94K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $3.9K <0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 1,000 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.89K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $3.85K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $3.82K <0.01% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 872 shares; 2025Q1: 390 shares; 2025Q2: 340 shares; 2025Q3: 300 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $3.77K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $3.62K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $3.58K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,550 shares; 2024Q4: 10,702 shares; 2025Q1: 873 shares; 2025Q2: 448 shares; 2025Q3: 440 shares; 2025Q4: 268 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $3.38K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $3.33K <0.01% 0 Timeline TSLQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.33K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 35 shares; 2025Q4: 14 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $3.26K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 1,808 shares; 2025Q3: 846 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 122 shares 122 $3.21K <0.01% -220 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.2K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $3.2K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 1,149 shares; 2025Q1: 962 shares; 2025Q2: 1,387 shares; 2025Q3: 877 shares; 2025Q4: 1,191 shares; 2026Q1: 72 shares; 2026Q2: 8 shares 8 $3.18K <0.01% -64 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 20 shares 20 $3.18K <0.01% -80 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 5,210 shares; 2025Q1: 5,260 shares; 2025Q2: 4,320 shares; 2025Q3: 3,540 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $3.07K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $3.04K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $3.01K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 50 shares 50 $2.97K <0.01% -609 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $2.9K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.62K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $2.58K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $2.56K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 61 shares 61 $2.5K <0.01% +60 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 58 shares; 2026Q2: 8 shares 8 $2.46K <0.01% -50 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 21 shares 21 $2.4K <0.01% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $2.32K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $2.3K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 6 shares 6 $2.25K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $2.24K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $2.23K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 1,200 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.23K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 61 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.99K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.97K <0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.65K <0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,620 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.64K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 41 shares; 2025Q3: 54 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 3 shares 3 $1.5K <0.01% -27 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $1.41K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.38K <0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,604 shares; 2024Q4: 7,782 shares; 2025Q1: 721 shares; 2025Q2: 671 shares; 2025Q3: 621 shares; 2025Q4: 151 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $1.31K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.25K <0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.22K <0.01% 0 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $1.2K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.11K <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.11K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.09K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 6 shares 6 $1.05K <0.01% -3 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $1.04K <0.01% 0 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,027 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $1.04K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $886 <0.01% 0 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $878 <0.01% new Timeline IBO IMPACT BIOMEDICAL INC More: the full row for IMPACT BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares; 2026Q2: 1,818 shares 1,818 $836 <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $806 <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $716 <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,274 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 862 shares; 2026Q2: 20 shares 20 $696 <0.01% -842 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $676 <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,111 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 107 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 3 shares 3 $486 <0.01% -4 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $443 <0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $442 <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $431 <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $416 <0.01% new Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $382 <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $283 <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $270 <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $226 <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $163 <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 3 shares 3 $155 <0.01% -122 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,572 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $126 <0.01% 0 Amount filed as zero, left out of ratios. Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $89 <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $53 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $41 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $20 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $11 <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $5 <0.01% 0 Timeline