NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50,448 shares; 2024Q2: 507,914 shares; 2024Q3: 512,110 shares; 2024Q4: 520,914 shares; 2025Q1: 513,402 shares; 2025Q2: 490,025 shares; 2025Q3: 439,437 shares; 2025Q4: 50,877 shares 50,877 $9.49M 8.08% -388,560 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 137,473 shares; 2024Q2: 134,734 shares; 2024Q3: 136,934 shares; 2024Q4: 131,109 shares; 2025Q1: 124,397 shares; 2025Q2: 120,858 shares; 2025Q3: 110,110 shares; 2025Q4: 21,349 shares 21,349 $5.8M 4.94% -88,761 Timeline XLG 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; 2024Q1: 867,229 shares; 2024Q2: 927,894 shares; 2024Q3: 1,085,593 shares; 2024Q4: 1,174,985 shares; 2025Q1: 1,236,013 shares; 2025Q2: 1,333,341 shares; 2025Q3: 1,353,307 shares; 2025Q4: 84,420 shares 84,420 $5M 4.26% -1,268,887 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; 2024Q1: 14,731 shares; 2024Q2: 16,231 shares; 2024Q3: 26,898 shares; 2024Q4: 37,745 shares; 2025Q1: 44,370 shares; 2025Q2: 50,965 shares; 2025Q3: 48,919 shares; 2025Q4: 8,924 shares 8,924 $4.35M 3.71% -39,995 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; 2024Q1: 93,182 shares; 2024Q2: 97,632 shares; 2024Q3: 99,197 shares; 2024Q4: 99,335 shares; 2025Q1: 98,831 shares; 2025Q2: 99,074 shares; 2025Q3: 98,467 shares; 2025Q4: 16,998 shares 16,998 $3.92M 3.34% -81,469 Timeline RDVY 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; 2024Q1: 55,493 shares; 2024Q2: 45,269 shares; 2024Q3: 55,817 shares; 2024Q4: 107,939 shares; 2025Q1: 212,404 shares; 2025Q2: 255,823 shares; 2025Q3: 261,668 shares; 2025Q4: 49,700 shares 49,700 $3.45M 2.94% -211,968 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 59,762 shares; 2024Q2: 60,768 shares; 2024Q3: 58,949 shares; 2024Q4: 55,326 shares; 2025Q1: 38,845 shares; 2025Q2: 35,760 shares; 2025Q3: 35,420 shares; 2025Q4: 6,299 shares 6,299 $3.05M 2.59% -29,121 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,518 shares; 2024Q2: 3,593 shares; 2024Q3: 38,102 shares; 2024Q4: 40,472 shares; 2025Q1: 62,530 shares; 2025Q2: 73,571 shares; 2025Q3: 80,729 shares; 2025Q4: 8,474 shares 8,474 $2.93M 2.5% -72,255 Timeline IPKW 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,810 shares; 2025Q3: 146,000 shares; 2025Q4: 39,447 shares 39,447 $2.19M 1.87% -106,553 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,637 shares; 2024Q2: 22,213 shares; 2024Q3: 24,537 shares; 2024Q4: 24,310 shares; 2025Q1: 24,086 shares; 2025Q2: 24,297 shares; 2025Q3: 24,571 shares; 2025Q4: 6,150 shares 6,150 $1.92M 1.64% -18,421 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 54,691 shares; 2024Q4: 96,247 shares; 2025Q1: 114,957 shares; 2025Q2: 138,769 shares; 2025Q3: 151,131 shares; 2025Q4: 38,646 shares 38,646 $1.88M 1.6% -112,485 Timeline BUFH 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,252 shares; 2025Q3: 66,781 shares; 2025Q4: 87,462 shares 87,462 $1.82M 1.55% +20,681 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; 2024Q1: 62,790 shares; 2024Q2: 61,636 shares; 2024Q3: 58,806 shares; 2024Q4: 56,455 shares; 2025Q1: 51,088 shares; 2025Q2: 50,693 shares; 2025Q3: 49,244 shares; 2025Q4: 2,353 shares 2,353 $1.77M 1.51% -46,891 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,842 shares; 2025Q2: 233,555 shares; 2025Q3: 230,916 shares; 2025Q4: 113,690 shares 113,690 $1.74M 1.49% -117,226 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,807 shares; 2025Q1: 22,321 shares; 2025Q2: 23,335 shares; 2025Q3: 24,713 shares; 2025Q4: 9,497 shares 9,497 $1.63M 1.38% -15,216 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,082 shares; 2024Q2: 8,860 shares; 2024Q3: 70,513 shares; 2024Q4: 74,997 shares; 2025Q1: 46,451 shares; 2025Q2: 63,996 shares; 2025Q3: 63,589 shares; 2025Q4: 31,000 shares 31,000 $1.56M 1.33% -32,589 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,373 shares; 2024Q2: 6,620 shares; 2024Q3: 2,654 shares; 2024Q4: 2,107 shares; 2025Q1: 2,005 shares; 2025Q2: 901 shares; 2025Q3: 903 shares; 2025Q4: 15,150 shares 15,150 $1.51M 1.29% +14,247 Timeline XSMO 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; 2024Q1: not reported; 2024Q2: 190 shares; 2024Q3: 40,236 shares; 2024Q4: 61,536 shares; 2025Q1: 69,116 shares; 2025Q2: 83,672 shares; 2025Q3: 82,726 shares; 2025Q4: 21,020 shares 21,020 $1.51M 1.29% -61,706 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; 2024Q1: 69,465 shares; 2024Q2: 73,673 shares; 2024Q3: 79,501 shares; 2024Q4: 79,611 shares; 2025Q1: 68,891 shares; 2025Q2: 65,437 shares; 2025Q3: 65,179 shares; 2025Q4: 2,422 shares 2,422 $1.49M 1.27% -62,757 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; 2024Q1: 17,755 shares; 2024Q2: 17,864 shares; 2024Q3: 16,875 shares; 2024Q4: 15,437 shares; 2025Q1: 14,739 shares; 2025Q2: 15,668 shares; 2025Q3: 14,997 shares; 2025Q4: 2,750 shares 2,750 $1.38M 1.18% -12,247 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; 2024Q1: 2,631 shares; 2024Q2: 2,821 shares; 2024Q3: 2,830 shares; 2024Q4: 2,912 shares; 2025Q1: 2,646 shares; 2025Q2: 2,735 shares; 2025Q3: 2,715 shares; 2025Q4: 1,213 shares 1,213 $1.3M 1.11% -1,502 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; 2024Q1: 5,863 shares; 2024Q2: 6,428 shares; 2024Q3: 6,575 shares; 2024Q4: 6,354 shares; 2025Q1: 6,333 shares; 2025Q2: 6,394 shares; 2025Q3: 6,650 shares; 2025Q4: 1,938 shares 1,938 $1.28M 1.09% -4,712 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; 2024Q1: 9,125 shares; 2024Q2: 9,114 shares; 2024Q3: 8,328 shares; 2024Q4: 7,155 shares; 2025Q1: 6,869 shares; 2025Q2: 6,748 shares; 2025Q3: 6,666 shares; 2025Q4: 1,307 shares 1,307 $1.13M 0.96% -5,359 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,958 shares; 2024Q2: 12,762 shares; 2024Q3: 13,695 shares; 2024Q4: 11,945 shares; 2025Q1: 11,278 shares; 2025Q2: 12,218 shares; 2025Q3: 11,993 shares; 2025Q4: 2,454 shares 2,454 $1.1M 0.94% -9,539 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,070 shares; 2025Q2: 16,919 shares; 2025Q3: 20,452 shares; 2025Q4: 14,531 shares 14,531 $1.07M 0.91% -5,921 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,496 shares; 2025Q1: 22,199 shares; 2025Q2: 22,886 shares; 2025Q3: 23,879 shares; 2025Q4: 8,047 shares 8,047 $1.05M 0.9% -15,832 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,120 shares; 2024Q2: 7,472 shares; 2024Q3: 9,858 shares; 2024Q4: 13,354 shares; 2025Q1: 17,371 shares; 2025Q2: 20,737 shares; 2025Q3: 22,184 shares; 2025Q4: 1,455 shares 1,455 $997K 0.85% -20,729 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,197 shares; 2024Q2: 14,915 shares; 2024Q3: 15,207 shares; 2024Q4: 16,248 shares; 2025Q1: 16,372 shares; 2025Q2: 16,239 shares; 2025Q3: 16,689 shares; 2025Q4: 3,161 shares 3,161 $992K 0.84% -13,528 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 2,079 shares; 2025Q3: 4,056 shares; 2025Q4: 19,598 shares 19,598 $989K 0.84% +15,542 Timeline AIRR 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,607 shares; 2024Q4: 17,905 shares; 2025Q1: 39,407 shares; 2025Q2: 48,115 shares; 2025Q3: 46,741 shares; 2025Q4: 9,910 shares 9,910 $974K 0.83% -36,831 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; 2024Q1: 729 shares; 2024Q2: 1,108 shares; 2024Q3: 1,470 shares; 2024Q4: 1,469 shares; 2025Q1: 1,627 shares; 2025Q2: 3,820 shares; 2025Q3: 4,295 shares; 2025Q4: 2,450 shares 2,450 $971K 0.83% -1,845 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,516 shares; 2024Q2: 3,704 shares; 2024Q3: 3,990 shares; 2024Q4: 3,705 shares; 2025Q1: 3,447 shares; 2025Q2: 3,455 shares; 2025Q3: 3,507 shares; 2025Q4: 10,350 shares 10,350 $970K 0.83% +6,843 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,877 shares; 2024Q2: 17,637 shares; 2024Q3: 17,763 shares; 2024Q4: 17,884 shares; 2025Q1: 17,667 shares; 2025Q2: 17,653 shares; 2025Q3: 17,666 shares; 2025Q4: 6,084 shares 6,084 $938K 0.8% -11,582 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; 2024Q1: 23,818 shares; 2024Q2: 23,863 shares; 2024Q3: 26,518 shares; 2024Q4: 27,928 shares; 2025Q1: 42,670 shares; 2025Q2: 46,319 shares; 2025Q3: 58,548 shares; 2025Q4: 5,103 shares 5,103 $907K 0.77% -53,445 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,970 shares; 2024Q2: 24,607 shares; 2024Q3: 26,024 shares; 2024Q4: 25,527 shares; 2025Q1: 25,011 shares; 2025Q2: 24,843 shares; 2025Q3: 25,423 shares; 2025Q4: 6,986 shares 6,986 $778K 0.66% -18,437 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 522 shares; 2024Q2: 3,566 shares; 2024Q3: 165,310 shares; 2024Q4: 135,547 shares; 2025Q1: 151,569 shares; 2025Q2: 149,335 shares; 2025Q3: 153,185 shares; 2025Q4: 7,521 shares 7,521 $751K 0.64% -145,664 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,617 shares; 2024Q2: 13,719 shares; 2024Q3: 13,444 shares; 2024Q4: 12,681 shares; 2025Q1: 12,541 shares; 2025Q2: 12,382 shares; 2025Q3: 12,074 shares; 2025Q4: 3,287 shares 3,287 $751K 0.64% -8,787 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; 2024Q1: 16,152 shares; 2024Q2: 18,736 shares; 2024Q3: 16,431 shares; 2024Q4: 16,395 shares; 2025Q1: 20,453 shares; 2025Q2: 20,741 shares; 2025Q3: 22,253 shares; 2025Q4: 1,560 shares 1,560 $731K 0.62% -20,693 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,098 shares; 2024Q2: 14,712 shares; 2024Q3: 15,474 shares; 2024Q4: 15,649 shares; 2025Q1: 15,416 shares; 2025Q2: 15,379 shares; 2025Q3: 15,592 shares; 2025Q4: 4,521 shares 4,521 $728K 0.62% -11,071 Timeline BUFX 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,730 shares; 2025Q3: 35,779 shares; 2025Q4: 34,211 shares 34,211 $727K 0.62% -1,568 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; 2024Q1: 18,792 shares; 2024Q2: 17,616 shares; 2024Q3: 12,902 shares; 2024Q4: 12,480 shares; 2025Q1: 11,992 shares; 2025Q2: 12,163 shares; 2025Q3: 12,123 shares; 2025Q4: 1,062 shares 1,062 $724K 0.62% -11,061 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 719 shares; 2024Q2: 724 shares; 2024Q3: 733 shares; 2024Q4: 119 shares; 2025Q1: 9,801 shares; 2025Q2: 19,337 shares; 2025Q3: 26,548 shares; 2025Q4: 12,746 shares 12,746 $645K 0.55% -13,802 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 2,109 shares; 2025Q3: 2,260 shares; 2025Q4: 1,434 shares 1,434 $638K 0.54% -826 Timeline BUFR 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; 2024Q1: 8,138 shares; 2024Q2: 8,138 shares; 2024Q3: 52,728 shares; 2024Q4: 58,245 shares; 2025Q1: 58,128 shares; 2025Q2: 80,304 shares; 2025Q3: 84,649 shares; 2025Q4: 17,716 shares 17,716 $607K 0.52% -66,933 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,117 shares; 2024Q2: 5,307 shares; 2024Q3: 5,235 shares; 2024Q4: 4,731 shares; 2025Q1: 4,311 shares; 2025Q2: 4,412 shares; 2025Q3: 4,399 shares; 2025Q4: 1,043 shares 1,043 $598K 0.51% -3,356 Timeline BUFQ 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; 2024Q1: 5,880 shares; 2024Q2: 6,554 shares; 2024Q3: 6,554 shares; 2024Q4: 6,554 shares; 2025Q1: 6,646 shares; 2025Q2: 32,562 shares; 2025Q3: 35,943 shares; 2025Q4: 16,486 shares 16,486 $591K 0.5% -19,457 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,246 shares; 2024Q2: 53,459 shares; 2024Q3: 48,381 shares; 2024Q4: 43,716 shares; 2025Q1: 33,952 shares; 2025Q2: 29,927 shares; 2025Q3: 28,320 shares; 2025Q4: 5,703 shares 5,703 $591K 0.5% -22,617 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,947 shares; 2024Q2: 8,336 shares; 2024Q3: 7,653 shares; 2024Q4: 7,264 shares; 2025Q1: 6,549 shares; 2025Q2: 5,854 shares; 2025Q3: 5,813 shares; 2025Q4: 3,780 shares 3,780 $579K 0.49% -2,033 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; 2024Q1: 93,278 shares; 2024Q2: 84,808 shares; 2024Q3: 74,645 shares; 2024Q4: 44,281 shares; 2025Q1: 49,202 shares; 2025Q2: 52,536 shares; 2025Q3: 51,170 shares; 2025Q4: 9,567 shares 9,567 $573K 0.49% -41,603 Timeline FTCS 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; 2024Q1: 62,570 shares; 2024Q2: 58,634 shares; 2024Q3: 78,545 shares; 2024Q4: 77,902 shares; 2025Q1: 72,473 shares; 2025Q2: 75,890 shares; 2025Q3: 72,948 shares; 2025Q4: 6,177 shares 6,177 $571K 0.49% -66,771 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 389,795 shares; 2024Q2: 391,405 shares; 2024Q3: 373,962 shares; 2024Q4: 364,688 shares; 2025Q1: 325,046 shares; 2025Q2: 308,776 shares; 2025Q3: 295,622 shares; 2025Q4: 6,278 shares 6,278 $561K 0.48% -289,344 Timeline FVD 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; 2024Q1: 58,802 shares; 2024Q2: 54,784 shares; 2024Q3: 81,215 shares; 2024Q4: 119,806 shares; 2025Q1: 100,115 shares; 2025Q2: 86,288 shares; 2025Q3: 91,117 shares; 2025Q4: 11,886 shares 11,886 $548K 0.47% -79,231 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,278 shares; 2024Q2: 5,179 shares; 2024Q3: 5,185 shares; 2024Q4: 5,029 shares; 2025Q1: 4,879 shares; 2025Q2: 4,884 shares; 2025Q3: 4,878 shares; 2025Q4: 1,677 shares 1,677 $543K 0.46% -3,201 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,385 shares; 2024Q2: 109,357 shares; 2024Q3: 155,811 shares; 2024Q4: 190,106 shares; 2025Q1: 267,122 shares; 2025Q2: 284,339 shares; 2025Q3: 302,051 shares; 2025Q4: 8,962 shares 8,962 $526K 0.45% -293,089 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,231 shares; 2024Q2: 9,161 shares; 2024Q3: 8,766 shares; 2024Q4: 8,016 shares; 2025Q1: 8,063 shares; 2025Q2: 7,899 shares; 2025Q3: 7,743 shares; 2025Q4: 1,472 shares 1,472 $516K 0.44% -6,271 Timeline RDVI 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; 2024Q1: 38,406 shares; 2024Q2: 42,473 shares; 2024Q3: 42,802 shares; 2024Q4: 42,431 shares; 2025Q1: 50,405 shares; 2025Q2: 58,683 shares; 2025Q3: 67,727 shares; 2025Q4: 18,807 shares 18,807 $494K 0.42% -48,920 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; 2024Q1: 10,866 shares; 2024Q2: 14,453 shares; 2024Q3: 13,033 shares; 2024Q4: 12,302 shares; 2025Q1: 11,462 shares; 2025Q2: 12,272 shares; 2025Q3: 12,224 shares; 2025Q4: 2,572 shares 2,572 $491K 0.42% -9,652 Timeline BUFD 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55,279 shares; 2024Q4: 60,458 shares; 2025Q1: 57,307 shares; 2025Q2: 66,202 shares; 2025Q3: 68,155 shares; 2025Q4: 17,313 shares 17,313 $489K 0.42% -50,842 Timeline XIJN 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,731 shares; 2025Q3: 15,815 shares; 2025Q4: 14,183 shares 14,183 $440K 0.37% -1,632 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; 2024Q1: 24,925 shares; 2024Q2: 31,446 shares; 2024Q3: 25,206 shares; 2024Q4: 21,413 shares; 2025Q1: 9,626 shares; 2025Q2: 8,463 shares; 2025Q3: 8,423 shares; 2025Q4: 2,044 shares 2,044 $438K 0.37% -6,379 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,636 shares; 2025Q2: 105,157 shares; 2025Q3: 106,780 shares; 2025Q4: 6,117 shares 6,117 $434K 0.37% -100,663 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; 2024Q1: 6,441 shares; 2024Q2: 6,313 shares; 2024Q3: 6,067 shares; 2024Q4: 6,060 shares; 2025Q1: 6,181 shares; 2025Q2: 6,011 shares; 2025Q3: 5,949 shares; 2025Q4: 1,935 shares 1,935 $425K 0.36% -4,014 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,658 shares; 2024Q2: 6,484 shares; 2024Q3: 6,049 shares; 2024Q4: 5,038 shares; 2025Q1: 4,726 shares; 2025Q2: 4,913 shares; 2025Q3: 4,641 shares; 2025Q4: 1,548 shares 1,548 $410K 0.35% -3,093 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; 2024Q1: 3,068 shares; 2024Q2: 6,214 shares; 2024Q3: 158,131 shares; 2024Q4: 165,881 shares; 2025Q1: 175,363 shares; 2025Q2: 177,156 shares; 2025Q3: 181,733 shares; 2025Q4: 8,041 shares 8,041 $407K 0.35% -173,692 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; 2024Q1: 5,272 shares; 2024Q2: 5,493 shares; 2024Q3: 5,354 shares; 2024Q4: 6,589 shares; 2025Q1: 7,043 shares; 2025Q2: 6,488 shares; 2025Q3: 5,970 shares; 2025Q4: 802 shares 802 $388K 0.33% -5,168 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,834 shares; 2024Q2: 13,480 shares; 2024Q3: 9,717 shares; 2024Q4: 7,015 shares; 2025Q1: 5,825 shares; 2025Q2: 5,601 shares; 2025Q3: 5,157 shares; 2025Q4: 1,241 shares 1,241 $379K 0.32% -3,916 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,693 shares; 2024Q2: 15,062 shares; 2024Q3: 15,073 shares; 2024Q4: 15,080 shares; 2025Q1: 13,678 shares; 2025Q2: 13,596 shares; 2025Q3: 13,597 shares; 2025Q4: 11,977 shares 11,977 $371K 0.32% -1,620 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; 2024Q1: 9,233 shares; 2024Q2: 9,203 shares; 2024Q3: 7,658 shares; 2024Q4: 5,620 shares; 2025Q1: 4,617 shares; 2025Q2: 4,618 shares; 2025Q3: 4,267 shares; 2025Q4: 1,512 shares 1,512 $365K 0.31% -2,755 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,620 shares; 2024Q2: 4,562 shares; 2024Q3: 4,226 shares; 2024Q4: 3,813 shares; 2025Q1: 3,702 shares; 2025Q2: 3,663 shares; 2025Q3: 3,574 shares; 2025Q4: 1,018 shares 1,018 $356K 0.3% -2,556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,275 shares; 2024Q2: 2,270 shares; 2024Q3: 2,194 shares; 2024Q4: 2,126 shares; 2025Q1: 2,104 shares; 2025Q2: 2,107 shares; 2025Q3: 2,067 shares; 2025Q4: 619 shares 619 $353K 0.3% -1,448 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,592 shares; 2024Q2: 9,556 shares; 2024Q3: 9,898 shares; 2024Q4: 10,260 shares; 2025Q1: 9,832 shares; 2025Q2: 9,501 shares; 2025Q3: 8,281 shares; 2025Q4: 2,945 shares 2,945 $332K 0.28% -5,336 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 1,351 shares 1,351 $327K 0.28% -4,409 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; 2024Q1: 2,483 shares; 2024Q2: 2,614 shares; 2024Q3: 2,633 shares; 2024Q4: 2,467 shares; 2025Q1: 2,429 shares; 2025Q2: 2,359 shares; 2025Q3: 2,604 shares; 2025Q4: 990 shares 990 $315K 0.27% -1,614 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,989 shares; 2024Q4: 6,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares 6,300 $314K 0.27% 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; 2024Q1: 19,391 shares; 2024Q2: 19,237 shares; 2024Q3: 14,300 shares; 2024Q4: 10,334 shares; 2025Q1: 8,683 shares; 2025Q2: 8,326 shares; 2025Q3: 8,033 shares; 2025Q4: 1,517 shares 1,517 $314K 0.27% -6,516 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,619 shares; 2024Q2: 2,650 shares; 2024Q3: 2,722 shares; 2024Q4: 2,970 shares; 2025Q1: 3,225 shares; 2025Q2: 3,179 shares; 2025Q3: 15,103 shares; 2025Q4: 1,556 shares 1,556 $303K 0.26% -13,547 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; 2024Q1: 3,549 shares; 2024Q2: 3,522 shares; 2024Q3: 3,323 shares; 2024Q4: 3,004 shares; 2025Q1: 2,900 shares; 2025Q2: 2,675 shares; 2025Q3: 2,621 shares; 2025Q4: 863 shares 863 $297K 0.25% -1,758 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; 2024Q1: 4,699 shares; 2024Q2: 4,154 shares; 2024Q3: 4,141 shares; 2024Q4: 4,121 shares; 2025Q1: 4,172 shares; 2025Q2: 4,232 shares; 2025Q3: 4,195 shares; 2025Q4: 1,274 shares 1,274 $295K 0.25% -2,921 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; 2024Q1: 60,970 shares; 2024Q2: 58,429 shares; 2024Q3: 39,886 shares; 2024Q4: 27,639 shares; 2025Q1: 22,218 shares; 2025Q2: 20,834 shares; 2025Q3: 19,862 shares; 2025Q4: 4,197 shares 4,197 $293K 0.25% -15,665 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,847 shares; 2024Q2: 3,847 shares; 2024Q3: 3,868 shares; 2024Q4: 3,782 shares; 2025Q1: 3,653 shares; 2025Q2: 3,808 shares; 2025Q3: 3,854 shares; 2025Q4: 1,394 shares 1,394 $290K 0.25% -2,460 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; 2024Q1: 47,816 shares; 2024Q2: 42,328 shares; 2024Q3: 47,495 shares; 2024Q4: 48,819 shares; 2025Q1: 48,632 shares; 2025Q2: 50,577 shares; 2025Q3: 54,346 shares; 2025Q4: 2,566 shares 2,566 $274K 0.23% -51,780 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,142 shares; 2024Q2: 2,194 shares; 2024Q3: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,092 shares; 2025Q2: 2,067 shares; 2025Q3: 2,017 shares; 2025Q4: 616 shares 616 $264K 0.22% -1,401 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,514 shares; 2024Q2: 2,514 shares; 2024Q3: 2,514 shares; 2024Q4: 2,514 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares 2,514 $256K 0.22% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 673 shares; 2024Q2: 679 shares; 2024Q3: 2,667 shares; 2024Q4: 2,628 shares; 2025Q1: 2,553 shares; 2025Q2: 2,236 shares; 2025Q3: 2,302 shares; 2025Q4: 1,339 shares 1,339 $252K 0.21% -963 Timeline FTCB 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,687 shares; 2024Q4: 39,199 shares; 2025Q1: 37,421 shares; 2025Q2: 40,536 shares; 2025Q3: 40,501 shares; 2025Q4: 11,773 shares 11,773 $250K 0.21% -28,728 Timeline UXJL 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,524 shares 7,524 $248K 0.21% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,160 shares 10,160 $246K 0.21% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,732 shares; 2024Q2: 3,707 shares; 2024Q3: 3,621 shares; 2024Q4: 17,983 shares; 2025Q1: 17,733 shares; 2025Q2: 17,908 shares; 2025Q3: 17,724 shares; 2025Q4: 4,909 shares 4,909 $246K 0.21% -12,815 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 253,584 shares; 2024Q2: 122,984 shares; 2024Q3: 113,667 shares; 2024Q4: 117,279 shares; 2025Q1: 113,322 shares; 2025Q2: 117,355 shares; 2025Q3: 119,884 shares; 2025Q4: 4,315 shares 4,315 $245K 0.21% -115,569 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; 2024Q1: 23,499 shares; 2024Q2: 13,281 shares; 2024Q3: 12,210 shares; 2024Q4: 11,888 shares; 2025Q1: 10,932 shares; 2025Q2: 9,507 shares; 2025Q3: 9,569 shares; 2025Q4: 3,155 shares 3,155 $245K 0.21% -6,414 Timeline DFII 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,635 shares; 2025Q3: 13,842 shares; 2025Q4: 13,618 shares 13,618 $243K 0.21% -224 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,582 shares; 2024Q2: 6,557 shares; 2024Q3: 6,096 shares; 2024Q4: 5,286 shares; 2025Q1: 5,019 shares; 2025Q2: 4,937 shares; 2025Q3: 4,880 shares; 2025Q4: 1,408 shares 1,408 $241K 0.21% -3,472 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; 2024Q1: 1,665 shares; 2024Q2: 1,716 shares; 2024Q3: 1,616 shares; 2024Q4: 2,226 shares; 2025Q1: 2,384 shares; 2025Q2: 2,439 shares; 2025Q3: 3,038 shares; 2025Q4: 783 shares 783 $238K 0.2% -2,255 Timeline IGLD 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 12,214 shares; 2025Q4: 9,267 shares 9,267 $232K 0.2% -2,947 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; 2024Q1: 13,249 shares; 2024Q2: 12,823 shares; 2024Q3: 13,234 shares; 2024Q4: 15,107 shares; 2025Q1: 16,273 shares; 2025Q2: 16,282 shares; 2025Q3: 16,293 shares; 2025Q4: 7,441 shares 7,441 $225K 0.19% -8,852 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,708 shares; 2024Q2: 5,708 shares; 2024Q3: 5,726 shares; 2024Q4: 5,737 shares; 2025Q1: 5,748 shares; 2025Q2: 5,758 shares; 2025Q3: 5,762 shares; 2025Q4: 3,807 shares 3,807 $224K 0.19% -1,955 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; 2024Q1: 37,504 shares; 2024Q2: 35,586 shares; 2024Q3: 34,434 shares; 2024Q4: 67,592 shares; 2025Q1: 47,601 shares; 2025Q2: 47,599 shares; 2025Q3: 52,388 shares; 2025Q4: 1,209 shares 1,209 $223K 0.19% -51,179 Timeline UCON 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; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 30,915 shares; 2024Q4: 73,676 shares; 2025Q1: 172,086 shares; 2025Q2: 132,105 shares; 2025Q3: 127,050 shares; 2025Q4: 8,753 shares 8,753 $220K 0.19% -118,297 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56,193 shares; 2024Q4: 63,569 shares; 2025Q1: 72,905 shares; 2025Q2: 74,884 shares; 2025Q3: 77,143 shares; 2025Q4: 4,666 shares 4,666 $220K 0.19% -72,477 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,516 shares; 2024Q2: 4,966 shares; 2024Q3: 18,707 shares; 2024Q4: 19,504 shares; 2025Q1: 19,241 shares; 2025Q2: 19,823 shares; 2025Q3: 19,408 shares; 2025Q4: 4,334 shares 4,334 $217K 0.18% -15,074 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; 2024Q1: 3,659 shares; 2024Q2: 3,659 shares; 2024Q3: 6,243 shares; 2024Q4: 6,271 shares; 2025Q1: 6,137 shares; 2025Q2: 6,107 shares; 2025Q3: 6,007 shares; 2025Q4: 857 shares 857 $211K 0.18% -5,150 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,953 shares; 2024Q2: 29,226 shares; 2024Q3: 23,127 shares; 2024Q4: 19,244 shares; 2025Q1: 15,784 shares; 2025Q2: 15,153 shares; 2025Q3: 14,425 shares; 2025Q4: 1,982 shares 1,982 $209K 0.18% -12,443 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 486 shares; 2024Q2: 454 shares; 2024Q3: 5,336 shares; 2024Q4: 5,568 shares; 2025Q1: 5,593 shares; 2025Q2: 6,134 shares; 2025Q3: 7,347 shares; 2025Q4: 1,829 shares 1,829 $207K 0.18% -5,518 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; 2024Q1: 45,449 shares; 2024Q2: 60,145 shares; 2024Q3: 61,271 shares; 2024Q4: 64,203 shares; 2025Q1: 63,869 shares; 2025Q2: 63,977 shares; 2025Q3: 67,241 shares; 2025Q4: 813 shares 813 $206K 0.18% -66,428 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; 2024Q1: 3,414 shares; 2024Q2: 3,388 shares; 2024Q3: 3,412 shares; 2024Q4: 3,442 shares; 2025Q1: 3,330 shares; 2025Q2: 3,354 shares; 2025Q3: 3,464 shares; 2025Q4: 765 shares 765 $198K 0.17% -2,699 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,517 shares; 2024Q2: 2,558 shares; 2024Q3: 2,558 shares; 2024Q4: 2,490 shares; 2025Q1: 2,198 shares; 2025Q2: 2,179 shares; 2025Q3: 2,095 shares; 2025Q4: 847 shares 847 $191K 0.16% -1,248 Timeline CRPT 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,104 shares; 2025Q3: 12,922 shares; 2025Q4: 12,529 shares 12,529 $188K 0.16% -393 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,239 shares; 2024Q2: 54,282 shares; 2024Q3: 37,508 shares; 2024Q4: 36,864 shares; 2025Q1: 44,126 shares; 2025Q2: 44,537 shares; 2025Q3: 43,396 shares; 2025Q4: 12,686 shares 12,686 $188K 0.16% -30,710 Timeline GJUN 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 10,087 shares; 2025Q4: 4,637 shares 4,637 $184K 0.16% -5,450 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; 2024Q1: 13,374 shares; 2024Q2: 12,352 shares; 2024Q3: 11,419 shares; 2024Q4: 10,902 shares; 2025Q1: 10,597 shares; 2025Q2: 10,606 shares; 2025Q3: 10,557 shares; 2025Q4: 2,353 shares 2,353 $181K 0.15% -8,204 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,413 shares; 2024Q2: 24,255 shares; 2024Q3: 23,042 shares; 2024Q4: 23,170 shares; 2025Q1: 22,931 shares; 2025Q2: 22,783 shares; 2025Q3: 19,759 shares; 2025Q4: 1,735 shares 1,735 $181K 0.15% -18,024 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; 2024Q1: 8,841 shares; 2024Q2: 9,111 shares; 2024Q3: 9,398 shares; 2024Q4: 8,778 shares; 2025Q1: 8,760 shares; 2025Q2: 8,429 shares; 2025Q3: 8,643 shares; 2025Q4: 3,037 shares 3,037 $177K 0.15% -5,606 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,330 shares; 2024Q2: 20,661 shares; 2024Q3: 14,955 shares; 2024Q4: 11,172 shares; 2025Q1: 9,257 shares; 2025Q2: 8,513 shares; 2025Q3: 7,768 shares; 2025Q4: 1,219 shares 1,219 $175K 0.15% -6,549 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 13,937 shares; 2024Q4: 29,985 shares; 2025Q1: 61,916 shares; 2025Q2: 70,919 shares; 2025Q3: 78,996 shares; 2025Q4: 1,028 shares 1,028 $166K 0.14% -77,968 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; 2024Q1: 13,164 shares; 2024Q2: 13,601 shares; 2024Q3: 14,535 shares; 2024Q4: 14,423 shares; 2025Q1: 13,208 shares; 2025Q2: 11,968 shares; 2025Q3: 11,897 shares; 2025Q4: 1,135 shares 1,135 $163K 0.14% -10,762 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; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 73 shares; 2024Q4: 895 shares; 2025Q1: 4,809 shares; 2025Q2: 6,830 shares; 2025Q3: 14,050 shares; 2025Q4: 224 shares 224 $146K 0.12% -13,826 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,055 shares; 2024Q2: 2,603 shares; 2024Q3: 2,589 shares; 2024Q4: 2,380 shares; 2025Q1: 2,452 shares; 2025Q2: 2,418 shares; 2025Q3: 2,334 shares; 2025Q4: 299 shares 299 $142K 0.12% -2,035 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; 2024Q1: 71,125 shares; 2024Q2: 69,859 shares; 2024Q3: 49,017 shares; 2024Q4: 31,928 shares; 2025Q1: 24,860 shares; 2025Q2: 23,738 shares; 2025Q3: 22,117 shares; 2025Q4: 3,451 shares 3,451 $141K 0.12% -18,666 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,358 shares; 2025Q1: 7,629 shares; 2025Q2: 7,661 shares; 2025Q3: 7,557 shares; 2025Q4: 2,712 shares 2,712 $140K 0.12% -4,845 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; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 3,466 shares; 2025Q1: 32,326 shares; 2025Q2: 36,021 shares; 2025Q3: 42,452 shares; 2025Q4: 859 shares 859 $139K 0.12% -41,593 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,533 shares; 2024Q2: 5,718 shares; 2024Q3: 5,788 shares; 2024Q4: 5,697 shares; 2025Q1: 5,745 shares; 2025Q2: 5,801 shares; 2025Q3: 5,801 shares; 2025Q4: 1,481 shares 1,481 $136K 0.12% -4,320 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; 2024Q1: 777 shares; 2024Q2: 1,128 shares; 2024Q3: 1,200 shares; 2024Q4: 1,113 shares; 2025Q1: 1,069 shares; 2025Q2: 1,059 shares; 2025Q3: 896 shares; 2025Q4: 297 shares 297 $135K 0.11% -599 Timeline XMHQ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,499 shares; 2024Q4: 17,466 shares; 2025Q1: 18,977 shares; 2025Q2: 19,895 shares; 2025Q3: 20,748 shares; 2025Q4: 1,277 shares 1,277 $131K 0.11% -19,471 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,967 shares; 2024Q2: 4,805 shares; 2024Q3: 5,498 shares; 2024Q4: 5,184 shares; 2025Q1: 4,584 shares; 2025Q2: 4,541 shares; 2025Q3: 3,916 shares; 2025Q4: 1,267 shares 1,267 $130K 0.11% -2,649 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,970 shares; 2024Q2: 17,414 shares; 2024Q3: 13,046 shares; 2024Q4: 10,816 shares; 2025Q1: 9,498 shares; 2025Q2: 7,812 shares; 2025Q3: 7,004 shares; 2025Q4: 1,516 shares 1,516 $129K 0.11% -5,488 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,322 shares; 2024Q2: 1,419 shares; 2024Q3: 1,385 shares; 2024Q4: 1,371 shares; 2025Q1: 1,352 shares; 2025Q2: 1,342 shares; 2025Q3: 1,343 shares; 2025Q4: 391 shares 391 $128K 0.11% -952 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,091 shares; 2024Q2: 1,474 shares; 2024Q3: 2,435 shares; 2024Q4: 2,371 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,226 shares; 2025Q4: 728 shares 728 $127K 0.11% -1,498 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; 2024Q1: 29,057 shares; 2024Q2: 5,777 shares; 2024Q3: 5,539 shares; 2024Q4: 5,172 shares; 2025Q1: 5,138 shares; 2025Q2: 5,157 shares; 2025Q3: 5,159 shares; 2025Q4: 1,016 shares 1,016 $125K 0.11% -4,143 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,322 shares; 2024Q2: 1,299 shares; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 291 shares 291 $124K 0.11% -965 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; 2024Q1: 44 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 52 shares; 2025Q4: 23 shares 23 $123K 0.11% -29 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,064 shares; 2024Q2: 2,972 shares; 2024Q3: 3,032 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,093 shares; 2025Q3: 2,959 shares; 2025Q4: 1,435 shares 1,435 $121K 0.1% -1,524 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 656 shares; 2025Q1: 612 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 146 shares 146 $120K 0.1% -468 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,195 shares; 2024Q2: 5,495 shares; 2024Q3: 5,495 shares; 2024Q4: 5,495 shares; 2025Q1: 5,495 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 2,320 shares 2,320 $119K 0.1% -3,175 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,970 shares; 2024Q2: 6,158 shares; 2024Q3: 6,286 shares; 2024Q4: 5,704 shares; 2025Q1: 4,809 shares; 2025Q2: 4,661 shares; 2025Q3: 4,542 shares; 2025Q4: 776 shares 776 $118K 0.1% -3,766 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 178 shares; 2024Q2: 356 shares; 2024Q3: 357 shares; 2024Q4: 358 shares; 2025Q1: 361 shares; 2025Q2: 726 shares; 2025Q3: 1,942 shares; 2025Q4: 862 shares 862 $116K 0.1% -1,080 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; 2024Q1: 2,273 shares; 2024Q2: 2,180 shares; 2024Q3: 2,073 shares; 2024Q4: 1,927 shares; 2025Q1: 1,744 shares; 2025Q2: 1,306 shares; 2025Q3: 1,277 shares; 2025Q4: 349 shares 349 $115K 0.1% -928 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,194 shares; 2024Q2: 3,974 shares; 2024Q3: 11,039 shares; 2024Q4: 11,516 shares; 2025Q1: 12,243 shares; 2025Q2: 11,853 shares; 2025Q3: 12,020 shares; 2025Q4: 2,565 shares 2,565 $114K 0.1% -9,455 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; 2024Q1: 6,737 shares; 2024Q2: 6,711 shares; 2024Q3: 6,983 shares; 2024Q4: 6,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,247 shares; 2025Q3: 6,173 shares; 2025Q4: 984 shares 984 $112K 0.1% -5,189 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; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,429 shares; 2025Q3: 1,940 shares; 2025Q4: 391 shares 391 $112K 0.1% -1,549 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,697 shares; 2024Q2: 1,697 shares; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,607 shares 1,607 $112K 0.09% +10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,135 shares; 2024Q2: 6,010 shares; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,593 shares; 2025Q2: 5,546 shares; 2025Q3: 5,546 shares; 2025Q4: 1,276 shares 1,276 $111K 0.09% -4,270 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; 2024Q1: 1,307 shares; 2024Q2: 1,485 shares; 2024Q3: 1,132 shares; 2024Q4: 767 shares; 2025Q1: 691 shares; 2025Q2: 676 shares; 2025Q3: 611 shares; 2025Q4: 192 shares 192 $109K 0.09% -419 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,524 shares; 2024Q2: 5,487 shares; 2024Q3: 5,194 shares; 2024Q4: 4,692 shares; 2025Q1: 4,670 shares; 2025Q2: 4,426 shares; 2025Q3: 4,274 shares; 2025Q4: 1,089 shares 1,089 $106K 0.09% -3,185 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; 2024Q1: 3,495 shares; 2024Q2: 5,081 shares; 2024Q3: 12,351 shares; 2024Q4: 15,831 shares; 2025Q1: 6,367 shares; 2025Q2: 4,202 shares; 2025Q3: 4,788 shares; 2025Q4: 295 shares 295 $106K 0.09% -4,493 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,699 shares; 2024Q2: 10,334 shares; 2024Q3: 11,635 shares; 2024Q4: 9,138 shares; 2025Q1: 14,976 shares; 2025Q2: 16,979 shares; 2025Q3: 16,171 shares; 2025Q4: 882 shares 882 $106K 0.09% -15,289 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,584 shares; 2024Q2: 1,440 shares; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $105K 0.09% 0 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; 2024Q1: 42,933 shares; 2024Q2: 41,483 shares; 2024Q3: 42,819 shares; 2024Q4: 45,291 shares; 2025Q1: 39,609 shares; 2025Q2: 38,683 shares; 2025Q3: 38,070 shares; 2025Q4: 2,206 shares 2,206 $103K 0.09% -35,864 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,682 shares; 2024Q2: 2,682 shares; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 16,652 shares; 2025Q2: 20,288 shares; 2025Q3: 16,652 shares; 2025Q4: 16,097 shares 16,097 $101K 0.09% -555 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; 2024Q1: 4,175 shares; 2024Q2: 4,266 shares; 2024Q3: 5,145 shares; 2024Q4: 4,455 shares; 2025Q1: 7,173 shares; 2025Q2: 7,122 shares; 2025Q3: 7,064 shares; 2025Q4: 315 shares 315 $101K 0.09% -6,749 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; 2024Q1: 2,140 shares; 2024Q2: 6,585 shares; 2024Q3: 6,260 shares; 2024Q4: 6,798 shares; 2025Q1: 14,333 shares; 2025Q2: 12,831 shares; 2025Q3: 13,083 shares; 2025Q4: 2,303 shares 2,303 $101K 0.09% -10,780 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,566 shares; 2024Q2: 1,630 shares; 2024Q3: 1,631 shares; 2024Q4: 1,598 shares; 2025Q1: 1,754 shares; 2025Q2: 1,742 shares; 2025Q3: 1,692 shares; 2025Q4: 603 shares 603 $98.4K 0.08% -1,089 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $97.4K 0.08% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,937 shares; 2024Q2: 3,737 shares; 2024Q3: 2,082 shares; 2024Q4: 2,082 shares; 2025Q1: 6,072 shares; 2025Q2: 6,146 shares; 2025Q3: 6,072 shares; 2025Q4: 5,328 shares 5,328 $97.1K 0.08% -744 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 309 shares; 2024Q2: 550 shares; 2024Q3: 819 shares; 2024Q4: 779 shares; 2025Q1: 646 shares; 2025Q2: 507 shares; 2025Q3: 557 shares; 2025Q4: 314 shares 314 $96.7K 0.08% -243 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; 2024Q1: 2,857 shares; 2024Q2: 2,879 shares; 2024Q3: 2,831 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,396 shares; 2025Q3: 2,396 shares; 2025Q4: 831 shares 831 $95.8K 0.08% -1,565 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,413 shares; 2024Q2: 4,220 shares; 2024Q3: 4,712 shares; 2024Q4: 4,805 shares; 2025Q1: 4,594 shares; 2025Q2: 4,839 shares; 2025Q3: 4,895 shares; 2025Q4: 1,393 shares 1,393 $93.6K 0.08% -3,502 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,395 shares; 2024Q2: 1,455 shares; 2024Q3: 1,867 shares; 2024Q4: 1,817 shares; 2025Q1: 1,767 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 615 shares 615 $92.7K 0.08% -987 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 512 shares; 2024Q2: 594 shares; 2024Q3: 631 shares; 2024Q4: 571 shares; 2025Q1: 500 shares; 2025Q2: 447 shares; 2025Q3: 431 shares; 2025Q4: 119 shares 119 $91.8K 0.08% -312 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 940 shares; 2024Q2: 940 shares; 2024Q3: 940 shares; 2024Q4: 955 shares; 2025Q1: 940 shares; 2025Q2: 920 shares; 2025Q3: 1,245 shares; 2025Q4: 375 shares 375 $90.7K 0.08% -870 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,618 shares; 2024Q2: 4,708 shares; 2024Q3: 4,836 shares; 2024Q4: 4,176 shares; 2025Q1: 4,101 shares; 2025Q2: 4,126 shares; 2025Q3: 4,156 shares; 2025Q4: 1,115 shares 1,115 $90.7K 0.08% -3,041 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,607 shares; 2024Q2: 2,784 shares; 2024Q3: 2,720 shares; 2024Q4: 2,641 shares; 2025Q1: 2,515 shares; 2025Q2: 2,566 shares; 2025Q3: 2,607 shares; 2025Q4: 511 shares 511 $89.7K 0.08% -2,096 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,685 shares; 2024Q2: 6,205 shares; 2024Q3: 6,655 shares; 2024Q4: 6,035 shares; 2025Q1: 6,043 shares; 2025Q2: 6,322 shares; 2025Q3: 6,322 shares; 2025Q4: 2,350 shares 2,350 $85.2K 0.07% -3,972 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 6,348 shares; 2025Q4: 1,185 shares 1,185 $85K 0.07% -5,163 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,360 shares; 2024Q2: 33,455 shares; 2024Q3: 29,283 shares; 2024Q4: 17,289 shares; 2025Q1: 8,107 shares; 2025Q2: 6,543 shares; 2025Q3: 5,993 shares; 2025Q4: 1,851 shares 1,851 $83.9K 0.07% -4,142 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 64,050 shares; 2024Q2: 61,080 shares; 2024Q3: 60,437 shares; 2024Q4: 60,301 shares; 2025Q1: 46,448 shares; 2025Q2: 43,325 shares; 2025Q3: 43,143 shares; 2025Q4: 1,888 shares 1,888 $83.8K 0.07% -41,255 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,053 shares; 2024Q2: 20,053 shares; 2024Q3: 18,552 shares; 2024Q4: 16,077 shares; 2025Q1: 13,946 shares; 2025Q2: 14,275 shares; 2025Q3: 12,455 shares; 2025Q4: 3,357 shares 3,357 $83.6K 0.07% -9,098 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 888 shares; 2024Q2: 1,139 shares; 2024Q3: 1,313 shares; 2024Q4: 1,214 shares; 2025Q1: 1,228 shares; 2025Q2: 1,183 shares; 2025Q3: 1,184 shares; 2025Q4: 424 shares 424 $83.4K 0.07% -760 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; 2024Q1: 12,134 shares; 2024Q2: 13,297 shares; 2024Q3: 12,275 shares; 2024Q4: 11,609 shares; 2025Q1: 10,313 shares; 2025Q2: 8,281 shares; 2025Q3: 7,258 shares; 2025Q4: 530 shares 530 $82K 0.07% -6,728 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,810 shares; 2025Q2: 26,810 shares; 2025Q3: 26,810 shares; 2025Q4: 26,810 shares 26,810 $81.5K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,271 shares; 2024Q2: 13,552 shares; 2024Q3: 13,311 shares; 2024Q4: 13,024 shares; 2025Q1: 11,697 shares; 2025Q2: 11,080 shares; 2025Q3: 10,767 shares; 2025Q4: 558 shares 558 $80.4K 0.07% -10,209 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 508 shares; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 509 shares; 2025Q1: 464 shares; 2025Q2: 494 shares; 2025Q3: 522 shares; 2025Q4: 198 shares 198 $79.5K 0.07% -324 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,044 shares; 2024Q2: 6,764 shares; 2024Q3: 6,834 shares; 2024Q4: 6,119 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares; 2025Q3: 6,391 shares; 2025Q4: 2,235 shares 2,235 $79.4K 0.07% -4,156 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; 2024Q1: 2,881 shares; 2024Q2: 4,076 shares; 2024Q3: 4,076 shares; 2024Q4: 4,061 shares; 2025Q1: 4,147 shares; 2025Q2: 3,564 shares; 2025Q3: 3,178 shares; 2025Q4: 258 shares 258 $77.8K 0.07% -2,920 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; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 337 shares; 2024Q4: 261 shares; 2025Q1: 314 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 88 shares 88 $77.4K 0.07% -200 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; 2024Q1: 7,181 shares; 2024Q2: 12,944 shares; 2024Q3: 18,671 shares; 2024Q4: 17,023 shares; 2025Q1: 17,212 shares; 2025Q2: 18,609 shares; 2025Q3: 19,526 shares; 2025Q4: 2,755 shares 2,755 $75.7K 0.06% -16,771 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,891 shares; 2024Q2: 3,891 shares; 2024Q3: 3,821 shares; 2024Q4: 3,645 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,325 shares; 2025Q4: 898 shares 898 $75.3K 0.06% -2,427 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,458 shares; 2024Q2: 1,449 shares; 2024Q3: 1,430 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 336 shares 336 $75K 0.06% -925 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; 2024Q1: 8,523 shares; 2024Q2: 7,907 shares; 2024Q3: 4,936 shares; 2024Q4: 2,789 shares; 2025Q1: 1,995 shares; 2025Q2: 1,984 shares; 2025Q3: 1,859 shares; 2025Q4: 248 shares 248 $73.5K 0.06% -1,611 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,250 shares; 2024Q2: 4,330 shares; 2024Q3: 4,424 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,591 shares; 2025Q3: 4,761 shares; 2025Q4: 1,191 shares 1,191 $72.9K 0.06% -3,570 Timeline HYLS 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; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,185 shares; 2025Q2: 2,199 shares; 2025Q3: 2,214 shares; 2025Q4: 1,709 shares 1,709 $71.5K 0.06% -505 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; 2024Q1: 103,031 shares; 2024Q2: 109,316 shares; 2024Q3: 110,628 shares; 2024Q4: 112,410 shares; 2025Q1: 126,710 shares; 2025Q2: 129,779 shares; 2025Q3: 140,471 shares; 2025Q4: 1,864 shares 1,864 $71.4K 0.06% -138,607 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; 2024Q1: 3,104 shares; 2024Q2: 4,440 shares; 2024Q3: 4,423 shares; 2024Q4: 4,303 shares; 2025Q1: 4,178 shares; 2025Q2: 3,676 shares; 2025Q3: 3,801 shares; 2025Q4: 252 shares 252 $70.3K 0.06% -3,549 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; 2024Q1: 3,656 shares; 2024Q2: 3,535 shares; 2024Q3: 3,536 shares; 2024Q4: 3,462 shares; 2025Q1: 3,298 shares; 2025Q2: 3,321 shares; 2025Q3: 3,181 shares; 2025Q4: 658 shares 658 $69.2K 0.06% -2,523 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,890 shares; 2024Q2: 1,890 shares; 2024Q3: 3,690 shares; 2024Q4: 4,488 shares; 2025Q1: 4,584 shares; 2025Q2: 4,726 shares; 2025Q3: 4,846 shares; 2025Q4: 339 shares 339 $67.8K 0.06% -4,507 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,091 shares; 2024Q2: 18,080 shares; 2024Q3: 17,109 shares; 2024Q4: 17,171 shares; 2025Q1: 73,823 shares; 2025Q2: 78,295 shares; 2025Q3: 60,987 shares; 2025Q4: 2,857 shares 2,857 $67.6K 0.06% -58,130 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,043 shares; 2025Q4: 1,465 shares 1,465 $66.5K 0.06% -3,578 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 46,104 shares; 2024Q2: 44,469 shares; 2024Q3: 42,703 shares; 2024Q4: 45,876 shares; 2025Q1: 35,321 shares; 2025Q2: 29,884 shares; 2025Q3: 28,750 shares; 2025Q4: 1,964 shares 1,964 $66.4K 0.06% -26,786 Timeline SPLV 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; 2024Q1: 23,473 shares; 2024Q2: 17,461 shares; 2024Q3: 14,511 shares; 2024Q4: 13,990 shares; 2025Q1: 13,142 shares; 2025Q2: 12,946 shares; 2025Q3: 12,546 shares; 2025Q4: 929 shares 929 $66.3K 0.06% -11,617 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; 2024Q1: 1,713 shares; 2024Q2: 1,506 shares; 2024Q3: 1,571 shares; 2024Q4: 1,392 shares; 2025Q1: 1,450 shares; 2025Q2: 1,416 shares; 2025Q3: 1,375 shares; 2025Q4: 378 shares 378 $65.7K 0.06% -997 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,152 shares; 2024Q2: 9,152 shares; 2024Q3: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,452 shares; 2025Q2: 10,302 shares; 2025Q3: 11,437 shares; 2025Q4: 2,275 shares 2,275 $65.5K 0.06% -9,162 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,992 shares; 2024Q2: 37,893 shares; 2024Q3: 21,184 shares; 2024Q4: 20,184 shares; 2025Q1: 15,350 shares; 2025Q2: 15,479 shares; 2025Q3: 13,935 shares; 2025Q4: 6,720 shares 6,720 $65K 0.06% -7,215 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; 2024Q1: 14,189 shares; 2024Q2: 14,345 shares; 2024Q3: 5,407 shares; 2024Q4: 4,748 shares; 2025Q1: 4,159 shares; 2025Q2: 4,500 shares; 2025Q3: 4,502 shares; 2025Q4: 1,200 shares 1,200 $64.7K 0.06% -3,302 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,485 shares; 2024Q2: 2,429 shares; 2024Q3: 2,184 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,201 shares; 2025Q3: 2,202 shares; 2025Q4: 970 shares 970 $64.1K 0.05% -1,232 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,106 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 249 shares 249 $64K 0.05% -840 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; 2024Q1: 4,305 shares; 2024Q2: 6,430 shares; 2024Q3: 6,492 shares; 2024Q4: 5,793 shares; 2025Q1: 5,796 shares; 2025Q2: 5,745 shares; 2025Q3: 5,465 shares; 2025Q4: 785 shares 785 $62K 0.05% -4,680 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; 2024Q1: 35,237 shares; 2024Q2: 34,053 shares; 2024Q3: 31,701 shares; 2024Q4: 30,051 shares; 2025Q1: 25,998 shares; 2025Q2: 25,405 shares; 2025Q3: 24,277 shares; 2025Q4: 282 shares 282 $62K 0.05% -23,995 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,549 shares; 2024Q2: 3,225 shares; 2024Q3: 3,030 shares; 2024Q4: 2,663 shares; 2025Q1: 2,600 shares; 2025Q2: 2,601 shares; 2025Q3: 2,492 shares; 2025Q4: 624 shares 624 $61.9K 0.05% -1,868 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; 2024Q1: 4,925 shares; 2024Q2: 5,772 shares; 2024Q3: 6,785 shares; 2024Q4: 5,838 shares; 2025Q1: 5,540 shares; 2025Q2: 5,108 shares; 2025Q3: 4,821 shares; 2025Q4: 1,201 shares 1,201 $61.1K 0.05% -3,620 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; 2024Q1: 693 shares; 2024Q2: 759 shares; 2024Q3: 759 shares; 2024Q4: 1,903 shares; 2025Q1: 19,644 shares; 2025Q2: 26,190 shares; 2025Q3: 7,383 shares; 2025Q4: 713 shares 713 $60.6K 0.05% -6,670 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; 2024Q1: 17,292 shares; 2024Q2: 19,777 shares; 2024Q3: 14,000 shares; 2024Q4: 12,912 shares; 2025Q1: 12,499 shares; 2025Q2: 12,669 shares; 2025Q3: 12,300 shares; 2025Q4: 2,013 shares 2,013 $60.2K 0.05% -10,287 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; 2024Q1: 14,126 shares; 2024Q2: 13,975 shares; 2024Q3: 10,673 shares; 2024Q4: 6,995 shares; 2025Q1: 4,149 shares; 2025Q2: 3,852 shares; 2025Q3: 3,391 shares; 2025Q4: 294 shares 294 $59.7K 0.05% -3,097 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648 $59.1K 0.05% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 299 shares; 2024Q2: 404 shares; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 106 shares 106 $56.5K 0.05% -266 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,339 shares; 2024Q2: 8,539 shares; 2024Q3: 7,817 shares; 2024Q4: 7,117 shares; 2025Q1: 7,117 shares; 2025Q2: 7,117 shares; 2025Q3: 7,257 shares; 2025Q4: 1,174 shares 1,174 $56.2K 0.05% -6,083 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 680 shares; 2025Q3: 787 shares; 2025Q4: 522 shares 522 $55.5K 0.05% -265 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,754 shares; 2024Q2: 33,606 shares; 2024Q3: 18,540 shares; 2024Q4: 9,215 shares; 2025Q1: 5,941 shares; 2025Q2: 5,357 shares; 2025Q3: 4,310 shares; 2025Q4: 503 shares 503 $55.5K 0.05% -3,807 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; 2024Q1: 8,644 shares; 2024Q2: 9,640 shares; 2024Q3: 10,299 shares; 2024Q4: 9,947 shares; 2025Q1: 8,869 shares; 2025Q2: 9,354 shares; 2025Q3: 10,082 shares; 2025Q4: 2,216 shares 2,216 $55K 0.05% -7,866 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; 2024Q1: 786 shares; 2024Q2: 769 shares; 2024Q3: 771 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 656 shares; 2025Q3: 685 shares; 2025Q4: 204 shares 204 $54.6K 0.05% -481 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,370 shares; 2024Q2: 33,405 shares; 2024Q3: 32,479 shares; 2024Q4: 31,840 shares; 2025Q1: 32,715 shares; 2025Q2: 29,989 shares; 2025Q3: 29,387 shares; 2025Q4: 3,275 shares 3,275 $54K 0.05% -26,112 Timeline AFGR 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $53.9K 0.05% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,303 shares; 2025Q1: 2,178 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 1,400 shares 1,400 $53.7K 0.05% -781 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 384 shares; 2025Q2: 464 shares; 2025Q3: 2,171 shares; 2025Q4: 1,073 shares 1,073 $53.3K 0.05% -1,098 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 883 shares; 2024Q2: 883 shares; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,176 shares 2,176 $52.7K 0.04% +73 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 12,665 shares; 2025Q3: 16,295 shares; 2025Q4: 5,030 shares 5,030 $52.6K 0.04% -11,265 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; 2024Q1: 20,161 shares; 2024Q2: 18,575 shares; 2024Q3: 13,329 shares; 2024Q4: 9,326 shares; 2025Q1: 8,019 shares; 2025Q2: 7,609 shares; 2025Q3: 6,409 shares; 2025Q4: 1,121 shares 1,121 $52.1K 0.04% -5,288 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 190 shares; 2024Q2: 169 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 43 shares 43 $51.9K 0.04% -113 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; 2024Q1: 984 shares; 2024Q2: 1,715 shares; 2024Q3: 1,589 shares; 2024Q4: 1,654 shares; 2025Q1: 1,658 shares; 2025Q2: 1,506 shares; 2025Q3: 2,216 shares; 2025Q4: 627 shares 627 $51.4K 0.04% -1,589 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 366 shares; 2024Q2: 484 shares; 2024Q3: 486 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 145 shares 145 $50.9K 0.04% -324 Timeline SKYY 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; 2024Q1: 5,544 shares; 2024Q2: 4,833 shares; 2024Q3: 2,523 shares; 2024Q4: 1,702 shares; 2025Q1: 1,566 shares; 2025Q2: 845 shares; 2025Q3: 636 shares; 2025Q4: 386 shares 386 $50.2K 0.04% -250 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,691 shares; 2024Q2: 24,287 shares; 2024Q3: 17,279 shares; 2024Q4: 9,591 shares; 2025Q1: 6,328 shares; 2025Q2: 5,599 shares; 2025Q3: 4,909 shares; 2025Q4: 549 shares 549 $49.4K 0.04% -4,360 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 96,022 shares; 2024Q2: 88,920 shares; 2024Q3: 86,718 shares; 2024Q4: 82,483 shares; 2025Q1: 60,073 shares; 2025Q2: 59,625 shares; 2025Q3: 58,297 shares; 2025Q4: 2,199 shares 2,199 $49.3K 0.04% -56,098 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 278 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 84 shares 84 $48.8K 0.04% -206 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 788 shares; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 807 shares; 2025Q2: 1,814 shares; 2025Q3: 2,114 shares; 2025Q4: 1,214 shares 1,214 $48.7K 0.04% -900 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,063 shares; 2024Q3: 1,020 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 194 shares 194 $48.7K 0.04% -780 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,988 shares; 2024Q2: 4,022 shares; 2024Q3: 3,360 shares; 2024Q4: 46,993 shares; 2025Q1: 40,426 shares; 2025Q2: 60,021 shares; 2025Q3: 60,111 shares; 2025Q4: 1,889 shares 1,889 $48.6K 0.04% -58,222 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,749 shares; 2024Q2: 20,602 shares; 2024Q3: 14,436 shares; 2024Q4: 7,509 shares; 2025Q1: 4,348 shares; 2025Q2: 3,912 shares; 2025Q3: 3,125 shares; 2025Q4: 506 shares 506 $48.6K 0.04% -2,619 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 89,794 shares; 2024Q2: 81,213 shares; 2024Q3: 74,396 shares; 2024Q4: 70,849 shares; 2025Q1: 39,238 shares; 2025Q2: 29,676 shares; 2025Q3: 27,211 shares; 2025Q4: 1,674 shares 1,674 $48.3K 0.04% -25,537 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 2,315 shares; 2024Q4: 1,690 shares; 2025Q1: 1,691 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 595 shares 595 $48.2K 0.04% -1,228 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 608 shares; 2024Q2: 514 shares; 2024Q3: 514 shares; 2024Q4: 1,384 shares; 2025Q1: 1,484 shares; 2025Q2: 1,428 shares; 2025Q3: 1,328 shares; 2025Q4: 539 shares 539 $46.6K 0.04% -789 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; 2024Q1: 5,185 shares; 2024Q2: 5,231 shares; 2024Q3: 5,257 shares; 2024Q4: 5,091 shares; 2025Q1: 5,304 shares; 2025Q2: 4,909 shares; 2025Q3: 4,888 shares; 2025Q4: 563 shares 563 $45.2K 0.04% -4,325 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; 2024Q1: 687 shares; 2024Q2: 687 shares; 2024Q3: 722 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 746 shares; 2025Q3: 802 shares; 2025Q4: 277 shares 277 $45.1K 0.04% -525 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,257 shares; 2024Q2: 8,266 shares; 2024Q3: 8,275 shares; 2024Q4: 8,308 shares; 2025Q1: 6,414 shares; 2025Q2: 6,422 shares; 2025Q3: 10,154 shares; 2025Q4: 624 shares 624 $44.7K 0.04% -9,530 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 65 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,787 shares; 2025Q4: 389 shares 389 $44.6K 0.04% -1,398 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; 2024Q1: 115,464 shares; 2024Q2: 121,176 shares; 2024Q3: 98,931 shares; 2024Q4: 52,462 shares; 2025Q1: 33,895 shares; 2025Q2: 30,683 shares; 2025Q3: 21,942 shares; 2025Q4: 3,269 shares 3,269 $42.9K 0.04% -18,673 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,148 shares; 2024Q2: 1,213 shares; 2024Q3: 1,216 shares; 2024Q4: 1,206 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares; 2025Q3: 1,225 shares; 2025Q4: 338 shares 338 $42.3K 0.04% -887 Timeline FJUN 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 736 shares 736 $42K 0.04% -759 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; 2024Q1: 20,101 shares; 2024Q2: 21,655 shares; 2024Q3: 21,895 shares; 2024Q4: 22,891 shares; 2025Q1: 22,859 shares; 2025Q2: 22,241 shares; 2025Q3: 22,421 shares; 2025Q4: 766 shares 766 $42K 0.04% -21,655 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 6,818 shares; 2025Q4: 2,230 shares 2,230 $41.8K 0.04% -4,588 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,065 shares; 2024Q2: 11,209 shares; 2024Q3: 1,364 shares; 2024Q4: 2,306 shares; 2025Q1: 4,407 shares; 2025Q2: 4,615 shares; 2025Q3: 9,787 shares; 2025Q4: 1,149 shares 1,149 $41.6K 0.04% -8,638 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,080 shares; 2024Q2: 6,389 shares; 2024Q3: 4,882 shares; 2024Q4: 4,287 shares; 2025Q1: 3,335 shares; 2025Q2: 2,619 shares; 2025Q3: 2,623 shares; 2025Q4: 1,365 shares 1,365 $40.4K 0.03% -1,258 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 922 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 266 shares 266 $40.2K 0.03% -607 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,195 shares; 2024Q2: 34,554 shares; 2024Q3: 33,747 shares; 2024Q4: 32,247 shares; 2025Q1: 24,661 shares; 2025Q2: 23,526 shares; 2025Q3: 23,013 shares; 2025Q4: 3,401 shares 3,401 $38.2K 0.03% -19,612 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 6,524 shares; 2025Q3: 10,138 shares; 2025Q4: 2,673 shares 2,673 $37.9K 0.03% -7,465 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; 2024Q1: 1,871 shares; 2024Q2: 1,841 shares; 2024Q3: 1,646 shares; 2024Q4: 1,641 shares; 2025Q1: 1,491 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 360 shares 360 $36.8K 0.03% -926 Timeline GDEC 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 973 shares 973 $36.8K 0.03% -3,748 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; 2024Q1: 2,789 shares; 2024Q2: 4,659 shares; 2024Q3: 8,559 shares; 2024Q4: 8,318 shares; 2025Q1: 8,307 shares; 2025Q2: 8,339 shares; 2025Q3: 8,241 shares; 2025Q4: 635 shares 635 $36.6K 0.03% -7,606 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,582 shares; 2024Q2: 2,625 shares; 2024Q3: 2,925 shares; 2024Q4: 2,405 shares; 2025Q1: 2,180 shares; 2025Q2: 2,273 shares; 2025Q3: 2,253 shares; 2025Q4: 653 shares 653 $36.2K 0.03% -1,600 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,310 shares; 2024Q2: 1,741 shares; 2024Q3: 2,524 shares; 2024Q4: 2,658 shares; 2025Q1: 2,623 shares; 2025Q2: 2,488 shares; 2025Q3: 5,594 shares; 2025Q4: 301 shares 301 $36.2K 0.03% -5,293 Timeline XLE 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; 2024Q1: 17,986 shares; 2024Q2: 24,645 shares; 2024Q3: 30,375 shares; 2024Q4: 27,712 shares; 2025Q1: 18,814 shares; 2025Q2: 12,758 shares; 2025Q3: 11,464 shares; 2025Q4: 800 shares 800 $35.8K 0.03% -10,664 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 404 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 404 shares 404 $35.6K 0.03% -46 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; 2024Q1: 4,550 shares; 2024Q2: 4,271 shares; 2024Q3: 4,363 shares; 2024Q4: 3,698 shares; 2025Q1: 3,960 shares; 2025Q2: 2,743 shares; 2025Q3: 2,097 shares; 2025Q4: 645 shares 645 $35.5K 0.03% -1,452 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,175 shares; 2024Q2: 4,164 shares; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,317 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 545 shares 545 $35.1K 0.03% -672 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; 2024Q1: 3,176 shares; 2024Q2: 3,446 shares; 2024Q3: 1,188 shares; 2024Q4: 1,448 shares; 2025Q1: 1,325 shares; 2025Q2: 1,538 shares; 2025Q3: 973 shares; 2025Q4: 332 shares 332 $35K 0.03% -641 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,966 shares; 2024Q2: 2,036 shares; 2024Q3: 2,036 shares; 2024Q4: 1,736 shares; 2025Q1: 1,738 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 314 shares 314 $34.4K 0.03% -1,431 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $34.4K 0.03% new 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; 2024Q1: 3,526 shares; 2024Q2: 9,916 shares; 2024Q3: 16,988 shares; 2024Q4: 22,171 shares; 2025Q1: 22,467 shares; 2025Q2: 20,950 shares; 2025Q3: 8,582 shares; 2025Q4: 310 shares 310 $33.9K 0.03% -8,272 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,281 shares; 2024Q2: 2,508 shares; 2024Q3: 2,414 shares; 2024Q4: 2,352 shares; 2025Q1: 2,379 shares; 2025Q2: 2,292 shares; 2025Q3: 2,380 shares; 2025Q4: 185 shares 185 $33.8K 0.03% -2,195 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 741 shares; 2024Q4: 1,042 shares; 2025Q1: 1,117 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 380 shares 380 $33.3K 0.03% -738 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; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 37 shares; 2024Q4: 59 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 90 shares; 2025Q4: 31 shares 31 $33.2K 0.03% -59 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,121 shares; 2024Q2: 15,117 shares; 2024Q3: 8,248 shares; 2024Q4: 4,023 shares; 2025Q1: 2,236 shares; 2025Q2: 1,945 shares; 2025Q3: 1,557 shares; 2025Q4: 159 shares 159 $32.8K 0.03% -1,398 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,725 shares; 2024Q2: 2,425 shares; 2024Q3: 2,471 shares; 2024Q4: 2,331 shares; 2025Q1: 2,444 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 660 shares 660 $32.4K 0.03% -1,165 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159 $32.3K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,534 shares; 2024Q2: 1,259 shares; 2024Q3: 1,137 shares; 2024Q4: 1,187 shares; 2025Q1: 1,053 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 438 shares 438 $32.3K 0.03% -621 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; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 156 shares; 2025Q3: 209 shares; 2025Q4: 89 shares 89 $31.4K 0.03% -120 Timeline FIXD 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; 2024Q1: 3,465 shares; 2024Q2: 1,965 shares; 2024Q3: 1,600 shares; 2024Q4: 950 shares; 2025Q1: 16,158 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 700 shares 700 $31K 0.03% -250 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,518 shares; 2024Q2: 7,035 shares; 2024Q3: 7,041 shares; 2024Q4: 7,032 shares; 2025Q1: 7,102 shares; 2025Q2: 6,809 shares; 2025Q3: 6,455 shares; 2025Q4: 960 shares 960 $30.8K 0.03% -5,495 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,294 shares; 2024Q2: 1,454 shares; 2024Q3: 1,140 shares; 2024Q4: 178 shares; 2025Q1: 208 shares; 2025Q2: 334 shares; 2025Q3: 329 shares; 2025Q4: 66 shares 66 $30.8K 0.03% -263 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; 2024Q1: 2,056 shares; 2024Q2: 1,485 shares; 2024Q3: 1,404 shares; 2024Q4: 1,281 shares; 2025Q1: 1,761 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 382 shares 382 $30.3K 0.03% -1,408 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,072 shares; 2024Q2: 944 shares; 2024Q3: 816 shares; 2024Q4: 801 shares; 2025Q1: 768 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 210 shares 210 $29.7K 0.03% -537 Timeline FRI 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,097 shares; 2025Q3: 2,103 shares; 2025Q4: 1,055 shares 1,055 $28.8K 0.02% -1,048 Timeline FTGS 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; 2024Q1: not reported; 2024Q2: 1,318 shares; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,618 shares; 2025Q2: 11,134 shares; 2025Q3: 17,073 shares; 2025Q4: 815 shares 815 $28.8K 0.02% -16,258 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; 2024Q1: 1,439 shares; 2024Q2: 2,452 shares; 2024Q3: 2,683 shares; 2024Q4: 2,333 shares; 2025Q1: 2,328 shares; 2025Q2: 3,886 shares; 2025Q3: 3,884 shares; 2025Q4: 457 shares 457 $28.5K 0.02% -3,427 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 368 shares; 2024Q2: 369 shares; 2024Q3: 429 shares; 2024Q4: 226 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 181 shares; 2025Q4: 157 shares 157 $28.5K 0.02% -24 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 450 shares 450 $28.5K 0.02% -981 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 335 shares; 2024Q2: 1,564 shares; 2024Q3: 2,099 shares; 2024Q4: 1,449 shares; 2025Q1: 994 shares; 2025Q2: 2,838 shares; 2025Q3: 3,288 shares; 2025Q4: 803 shares 803 $28.2K 0.02% -2,485 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 551 shares; 2024Q2: 551 shares; 2024Q3: 1,945 shares; 2024Q4: 4,081 shares; 2025Q1: 4,610 shares; 2025Q2: 4,685 shares; 2025Q3: 6,405 shares; 2025Q4: 433 shares 433 $27.9K 0.02% -5,972 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; 2024Q1: 820 shares; 2024Q2: 665 shares; 2024Q3: 2,441 shares; 2024Q4: 1,460 shares; 2025Q1: 1,128 shares; 2025Q2: 1,317 shares; 2025Q3: 1,209 shares; 2025Q4: 264 shares 264 $27.7K 0.02% -945 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; 2024Q1: 808 shares; 2024Q2: 1,016 shares; 2024Q3: 70,363 shares; 2024Q4: 82,644 shares; 2025Q1: 2,491 shares; 2025Q2: 75,487 shares; 2025Q3: 75,822 shares; 2025Q4: 364 shares 364 $27.3K 0.02% -75,458 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,535 shares 2,535 $27.3K 0.02% +35 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,879 shares; 2024Q2: 15,882 shares; 2024Q3: 15,859 shares; 2024Q4: 12,855 shares; 2025Q1: 11,113 shares; 2025Q2: 11,337 shares; 2025Q3: 11,207 shares; 2025Q4: 582 shares 582 $27.2K 0.02% -10,625 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,266 shares; 2024Q2: 31,199 shares; 2024Q3: 28,089 shares; 2024Q4: 27,667 shares; 2025Q1: 20,884 shares; 2025Q2: 16,208 shares; 2025Q3: 13,959 shares; 2025Q4: 451 shares 451 $27.1K 0.02% -13,508 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 575 shares; 2025Q4: 80 shares 80 $27K 0.02% -495 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; 2024Q1: 7,370 shares; 2024Q2: 6,497 shares; 2024Q3: 6,200 shares; 2024Q4: 6,212 shares; 2025Q1: 4,854 shares; 2025Q2: 4,803 shares; 2025Q3: 4,688 shares; 2025Q4: 327 shares 327 $27K 0.02% -4,361 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $27K 0.02% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,651 shares; 2025Q2: 3,634 shares; 2025Q3: 3,584 shares; 2025Q4: 920 shares 920 $26.9K 0.02% -2,664 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,671 shares; 2024Q2: 3,671 shares; 2024Q3: 3,671 shares; 2024Q4: 3,516 shares; 2025Q1: 3,116 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 1,030 shares 1,030 $26.7K 0.02% -2,092 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,090 shares; 2025Q2: 24,116 shares; 2025Q3: 24,371 shares; 2025Q4: 850 shares 850 $26.4K 0.02% -23,521 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 482 shares; 2024Q2: 522 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 135 shares 135 $26.4K 0.02% -305 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,440 shares; 2024Q2: 19,620 shares; 2024Q3: 11,983 shares; 2024Q4: 6,957 shares; 2025Q1: 4,260 shares; 2025Q2: 3,835 shares; 2025Q3: 3,351 shares; 2025Q4: 280 shares 280 $26.2K 0.02% -3,071 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,785 shares; 2024Q2: 1,725 shares; 2024Q3: 1,730 shares; 2024Q4: 1,474 shares; 2025Q1: 1,294 shares; 2025Q2: 1,065 shares; 2025Q3: 1,042 shares; 2025Q4: 259 shares 259 $26.1K 0.02% -783 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 181 shares; 2024Q2: 182 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 181 shares 181 $26.1K 0.02% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,504 shares; 2024Q2: 22,101 shares; 2024Q3: 12,753 shares; 2024Q4: 6,629 shares; 2025Q1: 4,653 shares; 2025Q2: 3,980 shares; 2025Q3: 3,496 shares; 2025Q4: 201 shares 201 $25.9K 0.02% -3,295 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; 2024Q1: 262 shares; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 521 shares; 2025Q1: 688 shares; 2025Q2: 706 shares; 2025Q3: 667 shares; 2025Q4: 100 shares 100 $25.7K 0.02% -567 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,764 shares; 2024Q2: 2,396 shares; 2024Q3: 2,267 shares; 2024Q4: 1,951 shares; 2025Q1: 1,610 shares; 2025Q2: 1,115 shares; 2025Q3: 935 shares; 2025Q4: 404 shares 404 $25.6K 0.02% -531 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,560 shares; 2024Q2: 1,460 shares; 2024Q3: 1,522 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,065 shares; 2025Q3: 665 shares; 2025Q4: 261 shares 261 $25.5K 0.02% -404 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 96 shares; 2024Q2: 1,352 shares; 2024Q3: 1,464 shares; 2024Q4: 1,504 shares; 2025Q1: 1,686 shares; 2025Q2: 1,582 shares; 2025Q3: 1,976 shares; 2025Q4: 81 shares 81 $24.4K 0.02% -1,895 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 214 shares; 2024Q2: 276 shares; 2024Q3: 230 shares; 2024Q4: 270 shares; 2025Q1: 216 shares; 2025Q2: 219 shares; 2025Q3: 132 shares; 2025Q4: 111 shares 111 $24.3K 0.02% -21 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 346 shares 346 $23.7K 0.02% -14 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 50 shares 50 $23.5K 0.02% -2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 218 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 942 shares; 2025Q1: 1,372 shares; 2025Q2: 1,373 shares; 2025Q3: 1,615 shares; 2025Q4: 186 shares 186 $22.9K 0.02% -1,429 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 671 shares; 2024Q2: 489 shares; 2024Q3: 458 shares; 2024Q4: 455 shares; 2025Q1: 387 shares; 2025Q2: 465 shares; 2025Q3: 454 shares; 2025Q4: 182 shares 182 $22.9K 0.02% -272 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,153 shares; 2024Q2: 42,275 shares; 2024Q3: 15,480 shares; 2024Q4: 14,496 shares; 2025Q1: 12,235 shares; 2025Q2: 11,992 shares; 2025Q3: 10,169 shares; 2025Q4: 392 shares 392 $22.7K 0.02% -9,777 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 94 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $22.7K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 665 shares; 2024Q2: 710 shares; 2024Q3: 759 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 510 shares; 2025Q3: 335 shares; 2025Q4: 78 shares 78 $22.5K 0.02% -257 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 391 shares; 2024Q2: 581 shares; 2024Q3: 2,945 shares; 2024Q4: 1,454 shares; 2025Q1: 1,049 shares; 2025Q2: 785 shares; 2025Q3: 795 shares; 2025Q4: 191 shares 191 $22.2K 0.02% -604 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,675 shares; 2024Q2: 1,924 shares; 2024Q3: 1,608 shares; 2024Q4: 1,593 shares; 2025Q1: 1,598 shares; 2025Q2: 1,264 shares; 2025Q3: 1,200 shares; 2025Q4: 113 shares 113 $22.1K 0.02% -1,087 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,150 shares; 2024Q2: 6,150 shares; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares 4,050 $21.9K 0.02% 0 Timeline GMAR 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 525 shares 525 $21.5K 0.02% -1,356 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,298 shares; 2024Q2: 10,852 shares; 2024Q3: 7,600 shares; 2024Q4: 4,490 shares; 2025Q1: 3,792 shares; 2025Q2: 3,435 shares; 2025Q3: 3,043 shares; 2025Q4: 487 shares 487 $21.1K 0.02% -2,556 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,069 shares; 2024Q2: 1,429 shares; 2024Q3: 1,429 shares; 2024Q4: 4,509 shares; 2025Q1: 3,620 shares; 2025Q2: 3,639 shares; 2025Q3: 4,089 shares; 2025Q4: 220 shares 220 $20.5K 0.02% -3,869 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 459 shares; 2024Q2: 816 shares; 2024Q3: 1,001 shares; 2024Q4: 764 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 705 shares; 2025Q4: 268 shares 268 $20.4K 0.02% -437 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; 2024Q1: 477 shares; 2024Q2: 560 shares; 2024Q3: 562 shares; 2024Q4: 563 shares; 2025Q1: 531 shares; 2025Q2: 568 shares; 2025Q3: 569 shares; 2025Q4: 82 shares 82 $20.3K 0.02% -487 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; 2024Q1: 13,342 shares; 2024Q2: 13,342 shares; 2024Q3: 11,127 shares; 2024Q4: 9,809 shares; 2025Q1: 7,118 shares; 2025Q2: 7,118 shares; 2025Q3: 7,606 shares; 2025Q4: 421 shares 421 $20.1K 0.02% -7,185 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 113 shares; 2024Q2: 108 shares; 2024Q3: 1,085 shares; 2024Q4: 1,120 shares; 2025Q1: 1,132 shares; 2025Q2: 1,163 shares; 2025Q3: 1,120 shares; 2025Q4: 130 shares 130 $19.8K 0.02% -990 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $19.7K 0.02% 0 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; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 482 shares; 2025Q3: 420 shares; 2025Q4: 290 shares 290 $19.5K 0.02% -130 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 2,050 shares; 2024Q4: 7,005 shares; 2025Q1: 23,046 shares; 2025Q2: 44,540 shares; 2025Q3: 47,435 shares; 2025Q4: 5,050 shares 5,050 $19.4K 0.02% -42,385 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 868 shares; 2024Q2: 837 shares; 2024Q3: 807 shares; 2024Q4: 737 shares; 2025Q1: 725 shares; 2025Q2: 695 shares; 2025Q3: 645 shares; 2025Q4: 110 shares 110 $19.4K 0.02% -535 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 808 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,222 shares; 2025Q3: 1,223 shares; 2025Q4: 90 shares 90 $19.3K 0.02% -1,133 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 548 shares; 2024Q2: 613 shares; 2024Q3: 613 shares; 2024Q4: 614 shares; 2025Q1: 692 shares; 2025Q2: 621 shares; 2025Q3: 596 shares; 2025Q4: 67 shares 67 $19.3K 0.02% -529 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; 2024Q1: 5,391 shares; 2024Q2: 5,178 shares; 2024Q3: 5,252 shares; 2024Q4: 5,467 shares; 2025Q1: 5,641 shares; 2025Q2: 5,364 shares; 2025Q3: 5,573 shares; 2025Q4: 123 shares 123 $19.1K 0.02% -5,450 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 766 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 676 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 412 shares 412 $18.9K 0.02% -266 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; 2024Q1: 1,140 shares; 2024Q2: 1,120 shares; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 954 shares; 2025Q4: 45 shares 45 $18.6K 0.02% -909 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 352 shares; 2025Q4: 275 shares 275 $18.5K 0.02% -77 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 2,263 shares; 2025Q4: 266 shares 266 $18.4K 0.02% -1,997 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 107,411 shares; 2024Q2: 43,887 shares; 2024Q3: 42,342 shares; 2024Q4: 42,077 shares; 2025Q1: 38,528 shares; 2025Q2: 36,218 shares; 2025Q3: 35,154 shares; 2025Q4: 196 shares 196 $18.4K 0.02% -34,958 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $18.1K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,389 shares; 2024Q2: 1,084 shares; 2024Q3: 1,112 shares; 2024Q4: 1,064 shares; 2025Q1: 1,076 shares; 2025Q2: 844 shares; 2025Q3: 3,965 shares; 2025Q4: 309 shares 309 $18.1K 0.02% -3,656 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,133 shares; 2024Q2: 11,703 shares; 2024Q3: 9,878 shares; 2024Q4: 9,434 shares; 2025Q1: 7,507 shares; 2025Q2: 7,268 shares; 2025Q3: 6,260 shares; 2025Q4: 405 shares 405 $17.9K 0.02% -5,855 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,080 shares; 2024Q2: 3,938 shares; 2024Q3: 5,191 shares; 2024Q4: 5,780 shares; 2025Q1: 5,851 shares; 2025Q2: 6,123 shares; 2025Q3: 6,029 shares; 2025Q4: 270 shares 270 $17.8K 0.02% -5,759 Timeline GJUL 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,435 shares; 2025Q2: 8,435 shares; 2025Q3: 8,435 shares; 2025Q4: 428 shares 428 $17.7K 0.02% -8,007 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; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 78 shares 78 $17.6K 0.01% -236 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,360 shares; 2024Q4: 545 shares; 2025Q1: 1,857 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 380 shares 380 $17.5K 0.01% -1,238 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 811 shares; 2024Q2: 655 shares; 2024Q3: 647 shares; 2024Q4: 532 shares; 2025Q1: 536 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 325 shares 325 $17.3K 0.01% -428 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 59 shares; 2024Q2: 98 shares; 2024Q3: 112 shares; 2024Q4: 98 shares; 2025Q1: 397 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 210 shares 210 $17.2K 0.01% -606 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; 2024Q1: not reported; 2024Q2: 456 shares; 2024Q3: 592 shares; 2024Q4: 824 shares; 2025Q1: 2,689 shares; 2025Q2: 7,500 shares; 2025Q3: 16,479 shares; 2025Q4: 345 shares 345 $17.1K 0.01% -16,134 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 208 shares; 2024Q2: 331 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 68 shares 68 $17.1K 0.01% -155 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,582 shares; 2024Q2: 2,644 shares; 2024Q3: 1,882 shares; 2024Q4: 1,071 shares; 2025Q1: 824 shares; 2025Q2: 796 shares; 2025Q3: 429 shares; 2025Q4: 64 shares 64 $16.5K 0.01% -365 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,020 shares; 2025Q4: 190 shares 190 $16.4K 0.01% -830 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,648 shares; 2024Q2: 1,648 shares; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,674 shares 1,674 $16.3K 0.01% +26 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 182 shares; 2024Q2: 195 shares; 2024Q3: 212 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 516 shares; 2025Q3: 611 shares; 2025Q4: 71 shares 71 $16.1K 0.01% -540 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 177 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 54 shares 54 $16K 0.01% -87 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $15.6K 0.01% 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; 2024Q1: 1,919 shares; 2024Q2: 1,644 shares; 2024Q3: 1,744 shares; 2024Q4: 1,644 shares; 2025Q1: 1,594 shares; 2025Q2: 1,607 shares; 2025Q3: 1,807 shares; 2025Q4: 130 shares 130 $15.1K 0.01% -1,677 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 236 shares; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 157 shares; 2025Q4: 96 shares 96 $15.1K 0.01% -61 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; 2024Q1: 628 shares; 2024Q2: 549 shares; 2024Q3: 551 shares; 2024Q4: 528 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 441 shares; 2025Q4: 71 shares 71 $15K 0.01% -370 Timeline JEPQ 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; 2024Q1: 310 shares; 2024Q2: 1,357 shares; 2024Q3: 1,363 shares; 2024Q4: 1,369 shares; 2025Q1: 1,375 shares; 2025Q2: 1,383 shares; 2025Q3: 1,389 shares; 2025Q4: 254 shares 254 $14.7K 0.01% -1,135 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,094 shares; 2024Q2: 1,094 shares; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,244 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 275 shares 275 $14.4K 0.01% -410 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,532 shares; 2024Q2: 15,542 shares; 2024Q3: 12,588 shares; 2024Q4: 9,683 shares; 2025Q1: 4,587 shares; 2025Q2: 4,046 shares; 2025Q3: 3,048 shares; 2025Q4: 215 shares 215 $14.4K 0.01% -2,833 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 993 shares; 2024Q2: 281 shares; 2024Q3: 299 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 158 shares 158 $14.3K 0.01% -123 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 171 shares; 2024Q2: 143 shares; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 102 shares; 2025Q4: 84 shares 84 $14.2K 0.01% -18 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 39 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 44 shares; 2025Q4: 7 shares 7 $14.1K 0.01% -37 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 472 shares; 2024Q2: 1,129 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,091 shares; 2025Q2: 1,097 shares; 2025Q3: 959 shares; 2025Q4: 216 shares 216 $14.1K 0.01% -743 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,589 shares; 2024Q2: 2,565 shares; 2024Q3: 2,465 shares; 2024Q4: 2,467 shares; 2025Q1: 2,129 shares; 2025Q2: 2,100 shares; 2025Q3: 1,978 shares; 2025Q4: 229 shares 229 $14K 0.01% -1,749 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 932 shares 932 $14K 0.01% new 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; 2024Q1: 101 shares; 2024Q2: 109 shares; 2024Q3: 98 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 150 shares 150 $13.7K 0.01% -735 Timeline RFG 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; 2024Q1: 1,910 shares; 2024Q2: 1,630 shares; 2024Q3: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 255 shares 255 $13.4K 0.01% -1,160 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,624 shares; 2024Q2: 20,614 shares; 2024Q3: 18,926 shares; 2024Q4: 15,993 shares; 2025Q1: 14,807 shares; 2025Q2: 14,825 shares; 2025Q3: 3,263 shares; 2025Q4: 350 shares 350 $13.3K 0.01% -2,913 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $13.3K 0.01% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $13.2K 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; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 96 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 25 shares 25 $13.1K 0.01% -73 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; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 177 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 35 shares 35 $12.9K 0.01% -105 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,962 shares; 2024Q2: 3,695 shares; 2024Q3: 2,726 shares; 2024Q4: 2,171 shares; 2025Q1: 2,204 shares; 2025Q2: 1,859 shares; 2025Q3: 1,704 shares; 2025Q4: 175 shares 175 $12.9K 0.01% -1,529 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,116 shares; 2024Q2: 1,116 shares; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,145 shares 1,145 $12.8K 0.01% +29 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,279 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,114 shares 1,114 $12.7K 0.01% +35 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; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 1,046 shares; 2024Q4: 1,063 shares; 2025Q1: 964 shares; 2025Q2: 980 shares; 2025Q3: 1,282 shares; 2025Q4: 47 shares 47 $12.7K 0.01% -1,235 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,584 shares; 2024Q2: 4,469 shares; 2024Q3: 4,495 shares; 2024Q4: 4,516 shares; 2025Q1: 3,053 shares; 2025Q2: 3,077 shares; 2025Q3: 2,555 shares; 2025Q4: 312 shares 312 $12.5K 0.01% -2,243 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 68 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 180 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $12.4K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 464 shares; 2024Q2: 727 shares; 2024Q3: 737 shares; 2024Q4: 738 shares; 2025Q1: 789 shares; 2025Q2: 795 shares; 2025Q3: 929 shares; 2025Q4: 58 shares 58 $12.3K 0.01% -871 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 278 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 166 shares; 2025Q1: 152 shares; 2025Q2: 100 shares; 2025Q3: 94 shares; 2025Q4: 32 shares 32 $12.2K 0.01% -62 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 3,590 shares; 2025Q4: 1,055 shares 1,055 $12.1K 0.01% -2,535 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25 shares; 2024Q2: 96 shares; 2024Q3: 111 shares; 2024Q4: 96 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 25 shares 25 $11.7K 0.01% -50 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $11.7K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,155 shares; 2024Q2: 4,790 shares; 2024Q3: 4,699 shares; 2024Q4: 4,534 shares; 2025Q1: 4,553 shares; 2025Q2: 4,126 shares; 2025Q3: 3,383 shares; 2025Q4: 485 shares 485 $11.4K 0.01% -2,898 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; 2024Q1: 175 shares; 2024Q2: 168 shares; 2024Q3: 169 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 11 shares 11 $11.2K 0.01% -161 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,467 shares; 2024Q2: 4,386 shares; 2024Q3: 4,328 shares; 2024Q4: 3,968 shares; 2025Q1: 3,597 shares; 2025Q2: 1,822 shares; 2025Q3: 1,766 shares; 2025Q4: 276 shares 276 $11.1K 0.01% -1,490 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares; 2025Q4: 486 shares 486 $11.1K 0.01% -2,453 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,944 shares; 2024Q2: 1,944 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 400 shares 400 $10.8K 0.01% -351 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,960 shares; 2024Q2: 1,960 shares; 2024Q3: 1,460 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,180 shares; 2025Q4: 240 shares 240 $10.6K 0.01% -940 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 215 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 197 shares; 2025Q4: 195 shares 195 $10.6K 0.01% -2 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,451 shares; 2024Q2: 1,459 shares; 2024Q3: 1,173 shares; 2024Q4: 1,179 shares; 2025Q1: 962 shares; 2025Q2: 825 shares; 2025Q3: 830 shares; 2025Q4: 300 shares 300 $10.4K 0.01% -530 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 268 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 140 shares 140 $10.3K 0.01% -244 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 50 shares 50 $10.1K 0.01% -300 Timeline FXO 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; 2024Q1: 12,158 shares; 2024Q2: 11,635 shares; 2024Q3: 11,739 shares; 2024Q4: 11,126 shares; 2025Q1: 10,940 shares; 2025Q2: 12,529 shares; 2025Q3: 15,097 shares; 2025Q4: 168 shares 168 $10.1K 0.01% -14,929 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; 2024Q1: 185 shares; 2024Q2: 426 shares; 2024Q3: 643 shares; 2024Q4: 508 shares; 2025Q1: 534 shares; 2025Q2: 514 shares; 2025Q3: 589 shares; 2025Q4: 56 shares 56 $9.93K 0.01% -533 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 316 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 292 shares; 2025Q4: 34 shares 34 $9.9K 0.01% -258 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $9.71K 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 65 shares; 2025Q4: 135 shares 135 $9.67K 0.01% +70 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; 2024Q1: 5,312 shares; 2024Q2: 5,445 shares; 2024Q3: 5,130 shares; 2024Q4: 3,362 shares; 2025Q1: 3,245 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 60 shares 60 $9.62K 0.01% -3,167 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 365 shares; 2024Q2: 550 shares; 2024Q3: 780 shares; 2024Q4: 410 shares; 2025Q1: 513 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 150 shares 150 $9.61K 0.01% -373 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 2,361 shares; 2025Q2: 3,573 shares; 2025Q3: 3,834 shares; 2025Q4: 250 shares 250 $9.55K 0.01% -3,584 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; 2024Q1: 490 shares; 2024Q2: 1,576 shares; 2024Q3: 1,578 shares; 2024Q4: 1,633 shares; 2025Q1: 1,876 shares; 2025Q2: 1,881 shares; 2025Q3: 1,799 shares; 2025Q4: 69 shares 69 $9.53K 0.01% -1,730 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 932 shares; 2024Q2: 932 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,080 shares; 2025Q2: 1,088 shares; 2025Q3: 1,089 shares; 2025Q4: 142 shares 142 $9.52K 0.01% -947 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,656 shares; 2024Q2: 1,656 shares; 2024Q3: 1,225 shares; 2024Q4: 624 shares; 2025Q1: 380 shares; 2025Q2: 362 shares; 2025Q3: 310 shares; 2025Q4: 44 shares 44 $9.45K 0.01% -266 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 891 shares; 2024Q2: 959 shares; 2024Q3: 905 shares; 2024Q4: 906 shares; 2025Q1: 1,372 shares; 2025Q2: 1,383 shares; 2025Q3: 1,273 shares; 2025Q4: 69 shares 69 $9.45K 0.01% -1,204 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $9.43K 0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 999 shares; 2024Q2: 999 shares; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 285 shares 285 $9.42K 0.01% -500 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 77 shares; 2024Q2: 98 shares; 2024Q3: 99 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 14 shares 14 $9.27K 0.01% -86 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,197 shares; 2024Q2: 7,132 shares; 2024Q3: 7,164 shares; 2024Q4: 6,510 shares; 2025Q1: 6,337 shares; 2025Q2: 6,246 shares; 2025Q3: 275 shares; 2025Q4: 125 shares 125 $9.2K 0.01% -150 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $9.07K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 399 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 225 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 139 shares 139 $9K 0.01% -57 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,657 shares; 2024Q2: 1,252 shares; 2024Q3: 938 shares; 2024Q4: 483 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 158 shares 158 $8.91K 0.01% -26 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $8.82K 0.01% 0 Timeline XISE 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 290 shares 290 $8.82K 0.01% -244 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $8.71K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 714 shares; 2024Q3: 629 shares; 2024Q4: 527 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 429 shares; 2025Q4: 108 shares 108 $8.56K 0.01% -321 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,323 shares; 2024Q2: 1,856 shares; 2024Q3: 1,856 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 561 shares 561 $8.56K 0.01% +11 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $8.44K 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; 2024Q1: 831 shares; 2024Q2: 676 shares; 2024Q3: 436 shares; 2024Q4: 391 shares; 2025Q1: 354 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 59 shares 59 $8.4K 0.01% -156 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 230 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 100 shares 100 $8.34K 0.01% -135 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,325 shares; 2024Q3: 1,475 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 230 shares 230 $8.33K 0.01% -850 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; 2024Q1: 468 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 571 shares; 2025Q2: 506 shares; 2025Q3: 481 shares; 2025Q4: 36 shares 36 $8.24K 0.01% -445 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,435 shares; 2024Q2: 5,980 shares; 2024Q3: 10,662 shares; 2024Q4: 770 shares; 2025Q1: 11,912 shares; 2025Q2: 12,267 shares; 2025Q3: 11,847 shares; 2025Q4: 223 shares 223 $8.23K 0.01% -11,624 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 182 shares; 2024Q2: 204 shares; 2024Q3: 214 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 51 shares 51 $8.22K 0.01% -140 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 45 shares 45 $8.11K 0.01% -2 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,438 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 449 shares 449 $8.09K 0.01% -1,989 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 308 shares; 2024Q2: 615 shares; 2024Q3: 617 shares; 2024Q4: 490 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 489 shares; 2025Q4: 152 shares 152 $7.97K 0.01% -337 Timeline PCEF 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; 2024Q1: 10,101 shares; 2024Q2: 10,145 shares; 2024Q3: 8,949 shares; 2024Q4: 8,318 shares; 2025Q1: 8,360 shares; 2025Q2: 6,305 shares; 2025Q3: 6,305 shares; 2025Q4: 400 shares 400 $7.95K 0.01% -5,905 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 107 shares 107 $7.91K 0.01% +29 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 50 shares 50 $7.86K 0.01% -40 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 295 shares; 2024Q2: 195 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 78 shares 78 $7.85K 0.01% -47 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; 2024Q1: 14,745 shares; 2024Q2: 14,542 shares; 2024Q3: 14,844 shares; 2024Q4: 8,388 shares; 2025Q1: 26,242 shares; 2025Q2: 54,918 shares; 2025Q3: 49,636 shares; 2025Q4: 153 shares 153 $7.79K 0.01% -49,483 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 190 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 61 shares 61 $7.76K 0.01% -130 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 536 shares 536 $7.76K 0.01% +11 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 149 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 97 shares; 2025Q4: 19 shares 19 $7.67K 0.01% -78 Timeline FIW 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; 2024Q1: 2,648 shares; 2024Q2: 2,624 shares; 2024Q3: 2,670 shares; 2024Q4: 2,994 shares; 2025Q1: 3,040 shares; 2025Q2: 3,394 shares; 2025Q3: 4,072 shares; 2025Q4: 70 shares 70 $7.61K 0.01% -4,002 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 850 shares 850 $7.47K 0.01% -1,000 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,530 shares; 2024Q2: 2,598 shares; 2024Q3: 2,320 shares; 2024Q4: 2,230 shares; 2025Q1: 2,196 shares; 2025Q2: 1,442 shares; 2025Q3: 1,001 shares; 2025Q4: 50 shares 50 $7.41K 0.01% -951 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 349 shares; 2024Q2: 479 shares; 2024Q3: 479 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 312 shares; 2025Q4: 54 shares 54 $7.17K 0.01% -258 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; 2024Q1: 2,214 shares; 2024Q2: 2,196 shares; 2024Q3: 2,111 shares; 2024Q4: 2,411 shares; 2025Q1: 2,356 shares; 2025Q2: 2,733 shares; 2025Q3: 3,391 shares; 2025Q4: 34 shares 34 $7.02K 0.01% -3,357 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 125 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 265 shares 265 $6.91K 0.01% -265 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,819 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 782 shares; 2025Q4: 246 shares 246 $6.91K 0.01% -536 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,134 shares; 2024Q2: 1,088 shares; 2024Q3: 1,108 shares; 2024Q4: 1,096 shares; 2025Q1: 1,008 shares; 2025Q2: 1,002 shares; 2025Q3: 930 shares; 2025Q4: 30 shares 30 $6.83K 0.01% -900 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 26 shares 26 $6.66K 0.01% -60 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $6.64K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 743 shares; 2024Q2: 1,090 shares; 2024Q3: 1,120 shares; 2024Q4: 1,127 shares; 2025Q1: 1,132 shares; 2025Q2: 1,138 shares; 2025Q3: 1,231 shares; 2025Q4: 93 shares 93 $6.64K 0.01% -1,138 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares 81 $6.61K 0.01% new Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 429 shares; 2024Q2: 429 shares; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $6.6K 0.01% 0 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; 2024Q1: 743 shares; 2024Q2: 743 shares; 2024Q3: 891 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,005 shares; 2025Q3: 1,006 shares; 2025Q4: 163 shares 163 $6.55K 0.01% -843 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,294 shares; 2024Q2: 5,288 shares; 2024Q3: 4,839 shares; 2024Q4: 4,230 shares; 2025Q1: 2,266 shares; 2025Q2: 2,116 shares; 2025Q3: 2,332 shares; 2025Q4: 270 shares 270 $6.55K 0.01% -2,062 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; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 69 shares; 2025Q4: 19 shares 19 $6.46K 0.01% -50 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 39 shares; 2025Q4: 6 shares 6 $6.42K 0.01% -33 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $6.41K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 548 shares; 2024Q2: 555 shares; 2024Q3: 395 shares; 2024Q4: 117 shares; 2025Q1: 120 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 100 shares 100 $6.25K 0.01% -42 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 183 shares; 2024Q2: 183 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $6.25K 0.01% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $6.14K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 635 shares; 2024Q2: 313 shares; 2024Q3: 204 shares; 2024Q4: 168 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 269 shares; 2025Q4: 101 shares 101 $6.06K 0.01% -168 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 244 shares; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 70 shares 70 $6.04K 0.01% -71 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $5.95K 0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 50 shares 50 $5.93K 0.01% -60 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,425 shares; 2024Q2: 2,496 shares; 2024Q3: 2,297 shares; 2024Q4: 1,698 shares; 2025Q1: 1,602 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 110 shares 110 $5.92K 0.01% -1,515 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 815 shares; 2024Q2: 817 shares; 2024Q3: 940 shares; 2024Q4: 944 shares; 2025Q1: 1,002 shares; 2025Q2: 1,012 shares; 2025Q3: 956 shares; 2025Q4: 75 shares 75 $5.8K <0.01% -881 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 307 shares; 2024Q2: 313 shares; 2024Q3: 318 shares; 2024Q4: 327 shares; 2025Q1: 333 shares; 2025Q2: 339 shares; 2025Q3: 345 shares; 2025Q4: 356 shares 356 $5.73K <0.01% +11 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 309 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 311 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 235 shares; 2025Q4: 84 shares 84 $5.71K <0.01% -151 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 30 shares 30 $5.65K <0.01% -1 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 887 shares; 2024Q2: 727 shares; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 326 shares 326 $5.62K <0.01% -499 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 25 shares 25 $5.46K <0.01% -38 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 225 shares; 2025Q1: 399 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 25 shares 25 $5.35K <0.01% -339 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 141 shares; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 132 shares; 2025Q4: 78 shares 78 $5.33K <0.01% -54 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 65 shares; 2024Q4: 60 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 60 shares 60 $5.33K <0.01% -58 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 207 shares; 2024Q2: 104 shares; 2024Q3: 218 shares; 2024Q4: 226 shares; 2025Q1: 230 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 94 shares 94 $5.32K <0.01% -130 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,111 shares; 2024Q2: 6,111 shares; 2024Q3: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 496 shares 496 $5.32K <0.01% -4,619 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares 100 $5.31K <0.01% -100 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $5.22K <0.01% 0 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; 2024Q1: 1,198 shares; 2024Q2: 1,276 shares; 2024Q3: 1,398 shares; 2024Q4: 1,626 shares; 2025Q1: 1,971 shares; 2025Q2: 1,779 shares; 2025Q3: 1,883 shares; 2025Q4: 44 shares 44 $5.22K <0.01% -1,839 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,571 shares; 2024Q2: 1,639 shares; 2024Q3: 1,339 shares; 2024Q4: 1,255 shares; 2025Q1: 1,098 shares; 2025Q2: 422 shares; 2025Q3: 323 shares; 2025Q4: 85 shares 85 $5.11K <0.01% -238 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102 shares; 2024Q2: 103 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 25 shares 25 $5.04K <0.01% -40 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 550 shares; 2025Q4: 150 shares 150 $5K <0.01% -400 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 863 shares; 2024Q2: 968 shares; 2024Q3: 1,023 shares; 2024Q4: 1,026 shares; 2025Q1: 1,346 shares; 2025Q2: 1,278 shares; 2025Q3: 1,736 shares; 2025Q4: 54 shares 54 $4.83K <0.01% -1,682 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 111 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 110 shares 110 $4.79K <0.01% -37 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 125 shares 125 $4.77K <0.01% -275 Timeline QQQJ 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; 2024Q1: not reported; 2024Q2: 73 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 962 shares; 2025Q2: 979 shares; 2025Q3: 980 shares; 2025Q4: 128 shares 128 $4.72K <0.01% -852 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 108 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 104 shares 104 $4.71K <0.01% -23 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 351 shares; 2024Q2: 645 shares; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 681 shares; 2025Q2: 657 shares; 2025Q3: 464 shares; 2025Q4: 100 shares 100 $4.67K <0.01% -364 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 813 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares 114 $4.66K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,666 shares; 2024Q2: 1,666 shares; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares 516 $4.59K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 419 shares; 2024Q2: 214 shares; 2024Q3: 284 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 125 shares 125 $4.58K <0.01% -122 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $4.47K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70 shares; 2024Q2: 267 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 264 shares; 2025Q2: 271 shares; 2025Q3: 307 shares; 2025Q4: 13 shares 13 $4.43K <0.01% -294 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,492 shares; 2024Q2: 4,737 shares; 2024Q3: 4,748 shares; 2024Q4: 6,017 shares; 2025Q1: 5,216 shares; 2025Q2: 4,777 shares; 2025Q3: 4,731 shares; 2025Q4: 230 shares 230 $4.35K <0.01% -4,501 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 209 shares; 2024Q4: 128 shares; 2025Q1: 60 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 20 shares 20 $4.34K <0.01% -48 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,191 shares; 2024Q2: 947 shares; 2024Q3: 894 shares; 2024Q4: 909 shares; 2025Q1: 958 shares; 2025Q2: 1,232 shares; 2025Q3: 2,598 shares; 2025Q4: 63 shares 63 $4.24K <0.01% -2,535 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,112 shares; 2024Q2: 54,641 shares; 2024Q3: 31,035 shares; 2024Q4: 15,286 shares; 2025Q1: 7,856 shares; 2025Q2: 5,935 shares; 2025Q3: 3,423 shares; 2025Q4: 244 shares 244 $4.22K <0.01% -3,179 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,478 shares; 2024Q2: 4,676 shares; 2024Q3: 3,030 shares; 2024Q4: 2,830 shares; 2025Q1: 2,357 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 146 shares 146 $4.21K <0.01% -2,117 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 150 shares 150 $4.18K <0.01% -34 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; 2024Q1: 82 shares; 2024Q2: 52 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $4.17K <0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 81 shares 81 $4.11K <0.01% -419 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,136 shares; 2024Q2: 1,346 shares; 2024Q3: 1,415 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 837 shares; 2025Q3: 714 shares; 2025Q4: 42 shares 42 $4.07K <0.01% -672 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 316 shares 316 $3.97K <0.01% +6 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 120 shares; 2024Q2: 1,710 shares; 2024Q3: 1,710 shares; 2024Q4: 1,390 shares; 2025Q1: 1,085 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 160 shares 160 $3.91K <0.01% -943 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 35 shares 35 $3.86K <0.01% -150 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; 2024Q1: 8,761 shares; 2024Q2: 9,749 shares; 2024Q3: 8,492 shares; 2024Q4: 26,085 shares; 2025Q1: 24,823 shares; 2025Q2: 22,911 shares; 2025Q3: 22,331 shares; 2025Q4: 140 shares 140 $3.83K <0.01% -22,191 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; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 12 shares 12 $3.79K <0.01% -13 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; 2024Q1: 953 shares; 2024Q2: 1,253 shares; 2024Q3: 970 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 999 shares; 2025Q3: 959 shares; 2025Q4: 32 shares 32 $3.75K <0.01% -927 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $3.58K <0.01% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $3.53K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 54 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 14 shares 14 $3.4K <0.01% -25 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 14 shares 14 $3.4K <0.01% -120 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 644 shares; 2024Q2: 781 shares; 2024Q3: 761 shares; 2024Q4: 3,154 shares; 2025Q1: 3,705 shares; 2025Q2: 4,068 shares; 2025Q3: 4,269 shares; 2025Q4: 104 shares 104 $3.39K <0.01% -4,165 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,026 shares; 2024Q2: 1,981 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,818 shares; 2025Q2: 1,868 shares; 2025Q3: 1,204 shares; 2025Q4: 250 shares 250 $3.37K <0.01% -954 Timeline