IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,945 shares; 2024Q4: 504,903 shares; 2025Q1: 498,733 shares; 2025Q2: 497,168 shares; 2025Q3: 501,871 shares; 2025Q4: 500,569 shares; 2026Q1: 502,323 shares; 2026Q2: 492,680 shares 492,680 $369M 16.05% -9,643 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113,051 shares; 2024Q4: 6,084,006 shares; 2025Q1: 6,018,612 shares; 2025Q2: 6,002,518 shares; 2025Q3: 5,479,423 shares; 2025Q4: 5,441,149 shares; 2026Q1: 5,417,096 shares; 2026Q2: 5,356,465 shares 5,356,465 $316M 13.76% -60,631 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270,070 shares; 2024Q4: 3,349,515 shares; 2025Q1: 3,390,727 shares; 2025Q2: 3,401,663 shares; 2025Q3: 3,482,847 shares; 2025Q4: 3,559,478 shares; 2026Q1: 3,626,489 shares; 2026Q2: 3,621,832 shares 3,621,832 $274M 11.91% -4,657 Timeline WAMA WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,953,723 shares; 2026Q2: 7,039,294 shares 7,039,294 $184M 8.01% +85,571 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170,348 shares; 2024Q4: 2,219,910 shares; 2025Q1: 2,236,824 shares; 2025Q2: 2,229,034 shares; 2025Q3: 2,258,919 shares; 2025Q4: 2,271,502 shares; 2026Q1: 2,262,667 shares; 2026Q2: 2,212,917 shares 2,212,917 $183M 7.97% -49,750 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,761,999 shares; 2024Q4: 1,833,592 shares; 2025Q1: 1,826,096 shares; 2025Q2: 1,803,253 shares; 2025Q3: 1,823,815 shares; 2025Q4: 1,852,854 shares; 2026Q1: 1,860,132 shares; 2026Q2: 1,858,958 shares 1,858,958 $180M 7.81% -1,174 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,032,083 shares; 2024Q4: 3,125,795 shares; 2025Q1: 3,141,165 shares; 2025Q2: 3,147,199 shares; 2025Q3: 3,123,131 shares; 2025Q4: 3,119,691 shares; 2026Q1: 3,120,693 shares; 2026Q2: 3,134,042 shares 3,134,042 $146M 6.35% +13,349 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860,524 shares; 2024Q4: 3,142,298 shares; 2025Q1: 3,182,108 shares; 2025Q2: 3,195,954 shares; 2025Q3: 3,262,856 shares; 2025Q4: 3,330,873 shares; 2026Q1: 3,339,669 shares; 2026Q2: 3,417,256 shares 3,417,256 $140M 6.09% +77,587 Timeline AIMS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048,593 shares; 2026Q2: 3,043,310 shares 3,043,310 $89.8M 3.91% -5,283 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304,413 shares; 2024Q4: 1,272,422 shares; 2025Q1: 1,226,171 shares; 2025Q2: 1,190,150 shares; 2025Q3: 1,150,856 shares; 2025Q4: 1,111,346 shares; 2026Q1: 1,087,714 shares; 2026Q2: 1,056,615 shares 1,056,615 $72.3M 3.14% -31,099 Timeline WIMA WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531,615 shares; 2026Q2: 1,600,768 shares 1,600,768 $67.4M 2.93% +69,153 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565,077 shares; 2025Q3: 1,583,808 shares; 2025Q4: 1,588,335 shares; 2026Q1: 1,156,018 shares; 2026Q2: 1,114,235 shares 1,114,235 $56.1M 2.44% -41,783 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,044 shares; 2024Q4: 451,833 shares; 2025Q1: 420,890 shares; 2025Q2: 398,553 shares; 2025Q3: 385,169 shares; 2025Q4: 382,888 shares; 2026Q1: 375,064 shares; 2026Q2: 369,979 shares 369,979 $30.4M 1.32% -5,085 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,312 shares; 2024Q4: 352,360 shares; 2025Q1: 353,170 shares; 2025Q2: 359,468 shares; 2025Q3: 366,299 shares; 2025Q4: 368,657 shares; 2026Q1: 85,512 shares; 2026Q2: 81,697 shares 81,697 $24.5M 1.07% -3,815 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,741 shares; 2024Q4: 97,464 shares; 2025Q1: 101,167 shares; 2025Q2: 92,149 shares; 2025Q3: 89,910 shares; 2025Q4: 87,235 shares; 2026Q1: 84,985 shares; 2026Q2: 82,329 shares 82,329 $16.5M 0.72% -2,656 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,136 shares; 2024Q4: 233,179 shares; 2025Q1: 227,560 shares; 2025Q2: 218,619 shares; 2025Q3: 212,124 shares; 2025Q4: 200,749 shares; 2026Q1: 194,501 shares; 2026Q2: 190,170 shares 190,170 $13.5M 0.59% -4,331 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,633 shares; 2024Q4: 36,388 shares; 2025Q1: 34,248 shares; 2025Q2: 36,927 shares; 2025Q3: 35,733 shares; 2025Q4: 33,092 shares; 2026Q1: 30,906 shares; 2026Q2: 30,154 shares 30,154 $10.2M 0.44% -752 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,224 shares; 2024Q4: 289,167 shares; 2025Q1: 297,990 shares; 2025Q2: 301,420 shares; 2025Q3: 303,574 shares; 2025Q4: 311,525 shares; 2026Q1: 298,169 shares; 2026Q2: 299,343 shares 299,343 $7.94M 0.35% +1,174 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,192 shares; 2024Q4: 76,129 shares; 2025Q1: 78,815 shares; 2025Q2: 77,972 shares; 2025Q3: 76,763 shares; 2025Q4: 76,187 shares; 2026Q1: 72,059 shares; 2026Q2: 71,174 shares 71,174 $6.56M 0.29% -885 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,990 shares; 2024Q4: 46,209 shares; 2025Q1: 46,010 shares; 2025Q2: 41,738 shares; 2025Q3: 42,057 shares; 2025Q4: 39,994 shares; 2026Q1: 40,008 shares; 2026Q2: 38,183 shares 38,183 $6.25M 0.27% -1,825 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,062 shares; 2024Q4: 123,395 shares; 2025Q1: 124,468 shares; 2025Q2: 126,901 shares; 2025Q3: 128,391 shares; 2025Q4: 132,653 shares; 2026Q1: 127,589 shares; 2026Q2: 129,182 shares 129,182 $6.25M 0.27% +1,593 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,129 shares; 2024Q4: 508,479 shares; 2025Q1: 16,178 shares; 2025Q2: 466,465 shares; 2025Q3: 473,717 shares; 2025Q4: 474,141 shares; 2026Q1: 18,987 shares; 2026Q2: 15,153 shares 15,153 $6.21M 0.27% -3,834 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,089 shares; 2024Q4: 20,941 shares; 2025Q1: 18,252 shares; 2025Q2: 18,164 shares; 2025Q3: 19,089 shares; 2025Q4: 17,803 shares; 2026Q1: 15,454 shares; 2026Q2: 14,354 shares 14,354 $6.12M 0.27% -1,100 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,438 shares; 2024Q4: 54,788 shares; 2025Q1: 52,625 shares; 2025Q2: 50,714 shares; 2025Q3: 49,625 shares; 2025Q4: 50,379 shares; 2026Q1: 45,358 shares; 2026Q2: 58,956 shares 58,956 $5.94M 0.26% +13,598 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219,891 shares; 2024Q4: 27,015 shares; 2025Q1: 1,198,109 shares; 2025Q2: 395,385 shares; 2025Q3: 420,689 shares; 2025Q4: 435,373 shares; 2026Q1: 55,185 shares; 2026Q2: 52,830 shares 52,830 $5.49M 0.24% -2,355 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,500 shares; 2024Q4: 26,500 shares; 2025Q1: 26,504 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares; 2026Q1: 26,500 shares; 2026Q2: 26,504 shares 26,504 $3.79M 0.16% +4 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,968 shares; 2024Q4: 16,071 shares; 2025Q1: 16,047 shares; 2025Q2: 16,289 shares; 2025Q3: 17,484 shares; 2025Q4: 13,125 shares; 2026Q1: 11,691 shares; 2026Q2: 11,718 shares 11,718 $3.39M 0.15% +27 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,985 shares; 2024Q4: 9,015 shares; 2025Q1: 9,051 shares; 2025Q2: 47,486 shares; 2025Q3: 48,601 shares; 2025Q4: 48,716 shares; 2026Q1: 48,809 shares; 2026Q2: 48,912 shares 48,912 $3.05M 0.13% +103 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: 7,806 shares; 2025Q1: 8,415 shares; 2025Q2: 8,356 shares; 2025Q3: 8,837 shares; 2025Q4: 8,230 shares; 2026Q1: 8,235 shares; 2026Q2: 7,682 shares 7,682 $2.75M 0.12% -553 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,605 shares; 2024Q4: 23,274 shares; 2025Q1: 27,315 shares; 2025Q2: 25,047 shares; 2025Q3: 25,499 shares; 2025Q4: 25,378 shares; 2026Q1: 25,261 shares; 2026Q2: 26,102 shares 26,102 $2.68M 0.12% +841 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,564 shares; 2024Q4: 33,575 shares; 2025Q1: 40,615 shares; 2025Q2: 39,822 shares; 2025Q3: 37,729 shares; 2025Q4: 36,119 shares; 2026Q1: 20,743 shares; 2026Q2: 20,329 shares 20,329 $2.47M 0.11% -414 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 6,849 shares; 2025Q2: 15,969 shares; 2025Q3: 15,349 shares; 2025Q4: 13,546 shares; 2026Q1: 13,558 shares; 2026Q2: 12,619 shares 12,619 $2.23M 0.1% -939 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,773 shares; 2024Q4: 15,426 shares; 2025Q1: 10,466 shares; 2025Q2: 8,315 shares; 2025Q3: 8,815 shares; 2025Q4: 8,453 shares; 2026Q1: 7,970 shares; 2026Q2: 5,419 shares 5,419 $2.02M 0.09% -2,551 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 2,459 shares; 2025Q1: 2,489 shares; 2025Q2: 2,444 shares; 2025Q3: 2,804 shares; 2025Q4: 2,607 shares; 2026Q1: 2,534 shares; 2026Q2: 2,563 shares 2,563 $1.89M 0.08% +29 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: 1,848 shares; 2025Q1: 1,876 shares; 2025Q2: 1,848 shares; 2025Q3: 1,845 shares; 2025Q4: 1,800 shares; 2026Q1: 1,746 shares; 2026Q2: 1,549 shares 1,549 $1.86M 0.08% -197 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,854 shares; 2025Q1: 4,861 shares; 2025Q2: 4,545 shares; 2025Q3: 4,509 shares; 2025Q4: 4,436 shares; 2026Q1: 4,350 shares; 2026Q2: 4,296 shares 4,296 $1.71M 0.07% -54 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,037 shares; 2024Q4: 34,572 shares; 2025Q1: 35,099 shares; 2025Q2: 33,350 shares; 2025Q3: 33,292 shares; 2025Q4: 32,764 shares; 2026Q1: 31,874 shares; 2026Q2: 30,686 shares 30,686 $1.68M 0.07% -1,188 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,949 shares; 2025Q1: 5,523 shares; 2025Q2: 4,701 shares; 2025Q3: 5,164 shares; 2025Q4: 4,709 shares; 2026Q1: 4,712 shares; 2026Q2: 4,676 shares 4,676 $1.65M 0.07% -36 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 188 shares; 2025Q2: 5,071 shares; 2025Q3: 5,242 shares; 2025Q4: 4,511 shares; 2026Q1: 4,511 shares; 2026Q2: 4,312 shares 4,312 $1.52M 0.07% -199 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,109 shares; 2024Q4: 19,109 shares; 2025Q1: 19,109 shares; 2025Q2: 19,109 shares; 2025Q3: 19,185 shares; 2025Q4: 19,109 shares; 2026Q1: 19,109 shares; 2026Q2: 19,109 shares 19,109 $1.32M 0.06% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 417 shares; 2025Q2: 224 shares; 2025Q3: 1,736 shares; 2025Q4: 271 shares; 2026Q1: 4,757 shares; 2026Q2: 4,875 shares 4,875 $1.16M 0.05% +118 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 29 shares; 2025Q3: 7,951 shares; 2025Q4: 7,804 shares; 2026Q1: 7,804 shares; 2026Q2: 6,755 shares 6,755 $1.13M 0.05% -1,049 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 8,591 shares; 2025Q1: 7,746 shares; 2025Q2: 7,533 shares; 2025Q3: 7,330 shares; 2025Q4: 7,048 shares; 2026Q1: 7,039 shares; 2026Q2: 6,948 shares 6,948 $1.07M 0.05% -91 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 657 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 753 shares; 2025Q4: 2,541 shares; 2026Q1: 2,630 shares; 2026Q2: 2,573 shares 2,573 $952K 0.04% -57 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,597 shares; 2024Q4: 16,731 shares; 2025Q1: 17,244 shares; 2025Q2: 14,581 shares; 2025Q3: 15,035 shares; 2025Q4: 14,419 shares; 2026Q1: 14,519 shares; 2026Q2: 14,513 shares 14,513 $866K 0.04% -6 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 810 shares; 2025Q1: 694 shares; 2025Q2: 642 shares; 2025Q3: 986 shares; 2025Q4: 1,036 shares; 2026Q1: 920 shares; 2026Q2: 1,148 shares 1,148 $858K 0.04% +228 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,205 shares; 2024Q4: 36,235 shares; 2025Q1: 36,235 shares; 2025Q2: 36,235 shares; 2025Q3: 36,235 shares; 2025Q4: 36,235 shares; 2026Q1: 35,099 shares; 2026Q2: 19,292 shares 19,292 $785K 0.03% -15,807 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 1,209 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,394 shares; 2026Q1: 1,384 shares; 2026Q2: 6,156 shares 6,156 $764K 0.03% +4,772 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 895 shares; 2025Q1: 901 shares; 2025Q2: 890 shares; 2025Q3: 871 shares; 2025Q4: 1,248 shares; 2026Q1: 1,173 shares; 2026Q2: 8,301 shares 8,301 $715K 0.03% +7,128 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,424 shares; 2024Q4: 20,273 shares; 2025Q1: 19,742 shares; 2025Q2: 14,679 shares; 2025Q3: 14,151 shares; 2025Q4: 11,953 shares; 2026Q1: 11,916 shares; 2026Q2: 10,756 shares 10,756 $715K 0.03% -1,160 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 846 shares; 2025Q1: 1,666 shares; 2025Q2: 873 shares; 2025Q3: 1,028 shares; 2025Q4: 1,026 shares; 2026Q1: 898 shares; 2026Q2: 971 shares 971 $667K 0.03% +73 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,734 shares; 2025Q1: 1,598 shares; 2025Q2: 1,534 shares; 2025Q3: 1,718 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: 1,544 shares 1,544 $649K 0.03% +22 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 271 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 1,733 shares 1,733 $638K 0.03% +1,491 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,041 shares; 2024Q4: 12,519 shares; 2025Q1: 7,340 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 6,969 shares; 2026Q1: 6,948 shares; 2026Q2: 6,979 shares 6,979 $624K 0.03% +31 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,925 shares; 2024Q4: 18,925 shares; 2025Q1: 18,925 shares; 2025Q2: 18,925 shares; 2025Q3: 18,997 shares; 2025Q4: 21,725 shares; 2026Q1: 21,725 shares; 2026Q2: 21,725 shares 21,725 $621K 0.03% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,120 shares; 2024Q4: 10,034 shares; 2025Q1: 9,201 shares; 2025Q2: 4,530 shares; 2025Q3: 5,766 shares; 2025Q4: 5,130 shares; 2026Q1: 5,004 shares; 2026Q2: 4,685 shares 4,685 $620K 0.03% -319 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,253 shares; 2025Q2: 2,250 shares; 2025Q3: 2,260 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,252 shares 2,252 $573K 0.02% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,646 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,675 shares; 2026Q2: 5,774 shares 5,774 $572K 0.02% +1,099 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,568 shares 7,568 $571K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 2,566 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,563 shares 2,563 $565K 0.02% +3 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,615 shares; 2025Q1: 2,776 shares; 2025Q2: 2,683 shares; 2025Q3: 2,720 shares; 2025Q4: 3,851 shares; 2026Q1: 4,196 shares; 2026Q2: 4,547 shares 4,547 $515K 0.02% +351 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $489K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $488K 0.02% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,479 shares; 2024Q4: 7,462 shares; 2025Q1: 6,964 shares; 2025Q2: 7,026 shares; 2025Q3: 7,020 shares; 2025Q4: 6,994 shares; 2026Q1: 7,139 shares; 2026Q2: 7,139 shares 7,139 $471K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 259 shares; 2025Q2: 120 shares; 2025Q3: 7,659 shares; 2025Q4: 7,584 shares; 2026Q1: 7,584 shares; 2026Q2: 7,604 shares 7,604 $459K 0.02% +20 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,537 shares; 2024Q4: 6,101 shares; 2025Q1: 6,223 shares; 2025Q2: 5,788 shares; 2025Q3: 3,994 shares; 2025Q4: 4,708 shares; 2026Q1: 4,692 shares; 2026Q2: 4,651 shares 4,651 $445K 0.02% -41 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 6,904 shares; 2025Q2: 1,245 shares; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: not reported; 2026Q2: 8,466 shares 8,466 $428K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 563 shares; 2026Q2: 1,502 shares 1,502 $401K 0.02% +939 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,582 shares; 2025Q3: 1,657 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $396K 0.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 319 shares; 2025Q2: 293 shares; 2025Q3: 551 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,206 shares 1,206 $395K 0.02% +24 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,619 shares; 2025Q1: 1,623 shares; 2025Q2: 1,626 shares; 2025Q3: 1,629 shares; 2025Q4: 3,264 shares; 2026Q1: 3,270 shares; 2026Q2: 3,276 shares 3,276 $384K 0.02% +6 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 1,665 shares 1,665 $384K 0.02% -2,335 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,935 shares; 2025Q1: 1,961 shares; 2025Q2: 11,420 shares; 2025Q3: 10,849 shares; 2025Q4: 7,346 shares; 2026Q1: 6,640 shares; 2026Q2: 4,912 shares 4,912 $341K 0.01% -1,728 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,133 shares; 2026Q2: 1,112 shares 1,112 $337K 0.01% -21 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,783 shares; 2025Q1: 1,788 shares; 2025Q2: 1,793 shares; 2025Q3: 1,800 shares; 2025Q4: 1,805 shares; 2026Q1: 1,810 shares; 2026Q2: 1,814 shares 1,814 $336K 0.01% +4 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,570 shares; 2025Q1: 8,990 shares; 2025Q2: 5,590 shares; 2025Q3: 6,790 shares; 2025Q4: 6,701 shares; 2026Q1: 6,922 shares; 2026Q2: 6,922 shares 6,922 $329K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,542 shares; 2025Q3: 1,449 shares; 2025Q4: 1,438 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $320K 0.01% 0 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 8,947 shares; 2025Q1: 8,323 shares; 2025Q2: 8,291 shares; 2025Q3: 8,289 shares; 2025Q4: 8,289 shares; 2026Q1: 8,610 shares; 2026Q2: 8,610 shares 8,610 $312K 0.01% 0 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $292K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,467 shares; 2024Q4: 43,658 shares; 2025Q1: 6,118 shares; 2025Q2: 6,118 shares; 2025Q3: 8,882 shares; 2025Q4: 9,242 shares; 2026Q1: 9,242 shares; 2026Q2: 12,102 shares 12,102 $280K 0.01% +2,860 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 6,506 shares; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $277K 0.01% 0 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,379 shares; 2024Q4: 24,347 shares; 2025Q1: 21,153 shares; 2025Q2: 8,309 shares; 2025Q3: 8,101 shares; 2025Q4: 6,668 shares; 2026Q1: 6,558 shares; 2026Q2: 5,689 shares 5,689 $277K 0.01% -869 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,136 shares; 2026Q1: 5,136 shares; 2026Q2: 5,136 shares 5,136 $272K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 1,414 shares 1,414 $269K 0.01% +850 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 111 shares; 2025Q2: 50 shares; 2025Q3: 1,241 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,070 shares 1,070 $269K 0.01% +20 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 5,384 shares 5,384 $265K 0.01% +4,892 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 59 shares; 2025Q2: 49 shares; 2025Q3: 258 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 855 shares 855 $255K 0.01% +6 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,000 shares; 2026Q1: 1,079 shares; 2026Q2: 1,085 shares 1,085 $235K 0.01% +6 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176 shares; 2024Q4: 3,176 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 2,441 shares 2,441 $233K 0.01% -82 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 426 shares; 2025Q2: 749 shares; 2025Q3: 786 shares; 2025Q4: 712 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $230K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 10,050 shares; 2025Q3: 20,050 shares; 2025Q4: 20,050 shares; 2026Q1: 20,050 shares; 2026Q2: 16,550 shares 16,550 $222K 0.01% -3,500 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 524 shares; 2025Q2: 1,481 shares; 2025Q3: 3,762 shares; 2025Q4: 4,337 shares; 2026Q1: 4,337 shares; 2026Q2: 4,333 shares 4,333 $221K 0.01% -4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 904 shares; 2025Q4: 975 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $220K 0.01% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,720 shares; 2025Q3: 13,248 shares; 2025Q4: 13,248 shares; 2026Q1: 13,248 shares; 2026Q2: 13,068 shares 13,068 $212K 0.01% -180 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,306 shares 1,306 $211K 0.01% +6 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 4,390 shares; 2025Q2: 4,090 shares; 2025Q3: 4,635 shares; 2025Q4: 4,419 shares; 2026Q1: 3,740 shares; 2026Q2: 3,729 shares 3,729 $209K 0.01% -11 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 591 shares; 2025Q3: 543 shares; 2025Q4: 928 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $201K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,198 shares; 2026Q2: 2,426 shares 2,426 $200K 0.01% -772 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,787 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,195 shares; 2026Q1: 3,173 shares; 2026Q2: 3,174 shares 3,174 $199K 0.01% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,208 shares; 2025Q1: 1,258 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,232 shares; 2026Q2: 1,223 shares 1,223 $193K 0.01% -9 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 875 shares; 2026Q1: 870 shares; 2026Q2: 793 shares 793 $193K 0.01% -77 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares; 2026Q2: 1,595 shares 1,595 $187K 0.01% -201 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,702 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares; 2026Q1: 5,710 shares; 2026Q2: 5,710 shares 5,710 $183K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 333 shares; 2025Q1: 283 shares; 2025Q2: 365 shares; 2025Q3: 530 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 365 shares 365 $183K 0.01% +9 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 360 shares; 2025Q2: 289 shares; 2025Q3: 423 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 316 shares 316 $178K 0.01% +27 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 631 shares 631 $178K 0.01% +3 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares; 2026Q2: 5,097 shares 5,097 $177K 0.01% -223 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,167 shares; 2025Q2: 3,000 shares; 2025Q3: 4,179 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,097 shares 3,097 $176K 0.01% +97 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 400 shares; 2025Q4: 455 shares; 2026Q1: 401 shares; 2026Q2: 2,155 shares 2,155 $174K 0.01% +1,754 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 1,344 shares 1,344 $172K 0.01% +1,274 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,127 shares; 2025Q1: 2,051 shares; 2025Q2: 2,325 shares; 2025Q3: 2,051 shares; 2025Q4: 2,051 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $169K 0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 3,825 shares; 2025Q1: 3,641 shares; 2025Q2: 3,595 shares; 2025Q3: 3,602 shares; 2025Q4: 1,882 shares; 2026Q1: 1,731 shares; 2026Q2: 1,715 shares 1,715 $167K 0.01% -16 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,837 shares; 2026Q1: 7,837 shares; 2026Q2: 7,837 shares 7,837 $161K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $155K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 291 shares; 2025Q2: 244 shares; 2025Q3: 429 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 256 shares 256 $149K 0.01% +12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 95 shares; 2025Q2: 71 shares; 2025Q3: 759 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 711 shares 711 $149K 0.01% +12 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $147K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,465 shares; 2026Q2: 4,322 shares 4,322 $146K 0.01% -143 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,127 shares; 2024Q4: 8,925 shares; 2025Q1: 3,688 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $146K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,945 shares; 2025Q1: 3,900 shares; 2025Q2: 3,808 shares; 2025Q3: 3,776 shares; 2025Q4: 3,776 shares; 2026Q1: 3,486 shares; 2026Q2: 3,486 shares 3,486 $144K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 377 shares; 2025Q2: 310 shares; 2025Q3: 635 shares; 2025Q4: 361 shares; 2026Q1: 331 shares; 2026Q2: 373 shares 373 $141K 0.01% +42 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 2,081 shares; 2025Q2: 1,574 shares; 2025Q3: 1,356 shares; 2025Q4: 1,665 shares; 2026Q1: 1,798 shares; 2026Q2: 1,786 shares 1,786 $138K 0.01% -12 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares 215 $137K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares; 2026Q1: 13,500 shares; 2026Q2: 13,800 shares 13,800 $135K 0.01% +300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 310 shares; 2025Q2: 274 shares; 2025Q3: 383 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 277 shares 277 $132K 0.01% +3 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 361 shares; 2026Q1: 358 shares; 2026Q2: 357 shares 357 $130K 0.01% -1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,328 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares; 2026Q2: 4,328 shares 4,328 $127K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: 280 shares; 2025Q2: 147 shares; 2025Q3: 1,922 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: 1,565 shares 1,565 $127K 0.01% +43 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $127K 0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $125K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 171 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 137 shares; 2026Q1: 130 shares; 2026Q2: 1,038 shares 1,038 $124K 0.01% +908 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: 1,462 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,281 shares; 2026Q2: 1,251 shares 1,251 $121K 0.01% -30 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,664 shares; 2025Q1: 5,664 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares; 2026Q2: 4,082 shares 4,082 $118K 0.01% -1,582 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 5,472 shares; 2026Q1: 5,472 shares; 2026Q2: 5,472 shares 5,472 $117K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $117K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 730 shares 730 $116K 0.01% +530 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 1,026 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $114K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $110K <0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 861 shares; 2025Q3: 1,140 shares; 2025Q4: 1,125 shares; 2026Q1: 764 shares; 2026Q2: 738 shares 738 $110K <0.01% -26 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 109 shares; 2025Q3: 493 shares; 2025Q4: 447 shares; 2026Q1: 400 shares; 2026Q2: 403 shares 403 $109K <0.01% +3 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: 319 shares; 2025Q2: 189 shares; 2025Q3: 370 shares; 2025Q4: 825 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $108K <0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 140 shares; 2025Q2: 80 shares; 2025Q3: 622 shares; 2025Q4: 456 shares; 2026Q1: 686 shares; 2026Q2: 650 shares 650 $108K <0.01% -36 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $106K <0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $104K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 6 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 252 shares 252 $103K <0.01% +2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 44 shares; 2025Q2: 15 shares; 2025Q3: 54 shares; 2025Q4: 265 shares; 2026Q1: 258 shares; 2026Q2: 272 shares 272 $101K <0.01% +14 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: 761 shares; 2025Q2: 205 shares; 2025Q3: 1,816 shares; 2025Q4: 187 shares; 2026Q1: 137 shares; 2026Q2: 491 shares 491 $98.3K <0.01% +354 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 151 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $98K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 45 shares; 2025Q3: 51 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 49 shares 49 $97.2K <0.01% +4 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares; 2026Q1: 3,538 shares; 2026Q2: 3,538 shares 3,538 $96.2K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 128 shares; 2025Q2: 124 shares; 2025Q3: 132 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 101 shares 101 $94.4K <0.01% -10 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $93.7K <0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,739 shares 1,739 $93.5K <0.01% -21 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 92 shares; 2025Q2: 22 shares; 2025Q3: 1,339 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,026 shares 1,026 $93.1K <0.01% +4 Timeline AMUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 314 shares 314 $90.8K <0.01% -304 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $90.2K <0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 894 shares 894 $87.8K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,350 shares 2,350 $86.4K <0.01% +200 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; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,257 shares; 2026Q2: 1,052 shares 1,052 $85.3K <0.01% -205 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares; 2026Q2: 1,676 shares 1,676 $83.4K <0.01% +66 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $82.6K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 86 shares; 2025Q2: 74 shares; 2025Q3: 122 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 77 shares 77 $82.4K <0.01% +3 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $79.9K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 885 shares 885 $77.8K <0.01% +708 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,640 shares 1,640 $77.4K <0.01% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $77.2K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 3 shares; 2025Q3: 12 shares; 2025Q4: 65 shares; 2026Q1: 62 shares; 2026Q2: 65 shares 65 $76.4K <0.01% +3 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $75.8K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 288 shares; 2025Q2: 163 shares; 2025Q3: 333 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 174 shares 174 $75.5K <0.01% +11 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 704 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $75.3K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 116 shares; 2025Q2: 114 shares; 2025Q3: 168 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 118 shares 118 $74.5K <0.01% +4 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $74.3K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $73.8K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,800 shares 1,800 $73.4K <0.01% +550 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: 12,435 shares; 2025Q1: 12,935 shares; 2025Q2: 13,485 shares; 2025Q3: 16,385 shares; 2025Q4: 16,385 shares; 2026Q1: 16,385 shares; 2026Q2: 14,000 shares 14,000 $72.8K <0.01% -2,385 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329 $72.7K <0.01% new 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; 2024Q3: not reported; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,790 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $72.5K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $72.4K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 95 shares; 2025Q2: 150 shares; 2025Q3: 190 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 139 shares 139 $71.5K <0.01% +15 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 9,000 shares 9,000 $70.9K <0.01% -4,000 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 548 shares; 2025Q2: 533 shares; 2025Q3: 600 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 534 shares 534 $70.8K <0.01% +1 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $69.8K <0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 852 shares; 2026Q1: 1,202 shares; 2026Q2: 848 shares 848 $68.7K <0.01% -354 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,269 shares; 2025Q1: 8,699 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 1,999 shares; 2026Q1: 2,459 shares; 2026Q2: 2,459 shares 2,459 $68.1K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 750 shares; 2026Q2: 878 shares 878 $67.2K <0.01% +128 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $66.3K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $65.6K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $63.8K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $63.3K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $62.8K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 9,952 shares; 2025Q3: 10,096 shares; 2025Q4: 10,096 shares; 2026Q1: 10,096 shares; 2026Q2: 10,663 shares 10,663 $62.2K <0.01% +567 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares; 2026Q2: 1,093 shares 1,093 $62.1K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $61.6K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $61.5K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 784 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 1,090 shares 1,090 $61.2K <0.01% +545 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; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 221 shares; 2025Q2: 220 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares; 2026Q2: 628 shares 628 $59.9K <0.01% -220 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 419 shares 419 $59.5K <0.01% -79 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,950 shares 1,950 $57.7K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $52.9K <0.01% new Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $51.7K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $51.4K <0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $50.4K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 159 shares; 2025Q2: 123 shares; 2025Q3: 187 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 1,051 shares 1,051 $50K <0.01% +928 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 68 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 66 shares 66 $47.7K <0.01% +5 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 43 shares; 2025Q3: 554 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 533 shares 533 $46.8K <0.01% +23 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 187 shares; 2026Q2: 167 shares 167 $45.1K <0.01% -20 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $45.1K <0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 21 shares; 2025Q2: 212 shares; 2025Q3: 276 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 164 shares 164 $44.6K <0.01% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: 2,565 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,055 shares 2,055 $42.5K <0.01% +55 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $42.4K <0.01% 0 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $42.3K <0.01% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares 534 $41.7K <0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 509 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $41.7K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $40.2K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 869 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $40K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 419 shares; 2025Q2: 731 shares; 2025Q3: 6,408 shares; 2025Q4: 296 shares; 2026Q1: 221 shares; 2026Q2: 165 shares 165 $40K <0.01% -56 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 247 shares; 2025Q2: 246 shares; 2025Q3: 256 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 247 shares 247 $39.4K <0.01% +1 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,394 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $39.3K <0.01% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $38.5K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $37.6K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 181 shares; 2025Q2: 166 shares; 2025Q3: 244 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $37K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $36.8K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $35.7K <0.01% new Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,109 shares; 2025Q1: 4,065 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 1,592 shares 1,592 $35.5K <0.01% -1,813 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 309 shares; 2025Q2: 285 shares; 2025Q3: 428 shares; 2025Q4: 283 shares; 2026Q1: 270 shares; 2026Q2: 242 shares 242 $35.5K <0.01% -28 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $35.1K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $35K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,066 shares; 2024Q4: 7,066 shares; 2025Q1: 7,067 shares; 2025Q2: 76 shares; 2025Q3: 102 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 69 shares 69 $33.8K <0.01% +3 Timeline FTC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $33.7K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $33.7K <0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 124 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $32.4K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 564 shares; 2025Q2: 508 shares; 2025Q3: 650 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 515 shares 515 $32.4K <0.01% +7 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; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $31.8K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 295 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $31.6K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $29.7K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $29.2K <0.01% new Timeline TSMG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $28.9K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $28.5K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $27.3K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 503 shares 503 $26.8K <0.01% +3 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $26.3K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 98 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 101 shares 101 $25.8K <0.01% +5 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $25.8K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 561 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 531 shares 531 $25.5K <0.01% -18 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $25.3K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $25K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 66 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $23.5K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 188 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $22.9K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $22.3K <0.01% 0 Timeline FEZ 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; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $22.3K <0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $22.2K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 225 shares 225 $22.2K <0.01% -235 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 76 shares; 2025Q2: 68 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 583 shares 583 $21.5K <0.01% +15 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; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 258 shares 258 $21.3K <0.01% +215 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 572 shares 572 $21.1K <0.01% -79 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $21.1K <0.01% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $20.5K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122 shares 122 $20K <0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 174 shares; 2025Q2: 112 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 50 shares 50 $19.8K <0.01% -15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $19.8K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 24 shares; 2025Q2: 22 shares; 2025Q3: 89 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 25 shares 25 $19.3K <0.01% +3 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; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 348 shares; 2025Q2: 325 shares; 2025Q3: 521 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 330 shares 330 $19.1K <0.01% +5 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $18.5K <0.01% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $17.5K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $17.3K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 70 shares 70 $17.2K <0.01% -3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 34 shares 34 $17.1K <0.01% +2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $17K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 78 shares 78 $16K <0.01% -41 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; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 300 shares 300 $15.9K <0.01% +150 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $15.9K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $15.8K <0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 81 shares; 2025Q2: 73 shares; 2025Q3: 215 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 83 shares 83 $15.7K <0.01% +10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 130 shares; 2025Q2: 108 shares; 2025Q3: 271 shares; 2025Q4: 105 shares; 2026Q1: 93 shares; 2026Q2: 97 shares 97 $15.2K <0.01% +4 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 176 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 191 shares 191 $14.8K <0.01% +29 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,119 shares; 2024Q4: not reported; 2025Q1: 17,473 shares; 2025Q2: 7,205 shares; 2025Q3: 7,284 shares; 2025Q4: 7,592 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $14.8K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $14.5K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 86 shares; 2025Q1: 104 shares; 2025Q2: 54 shares; 2025Q3: 134 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 34 shares 34 $14K <0.01% -7 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 132 shares; 2025Q3: 140 shares; 2025Q4: 132 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $13.8K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 88 shares 88 $13.6K <0.01% +1 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 510 shares 510 $13.6K <0.01% +27 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $13.3K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 879 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 952 shares 952 $13.1K <0.01% +276 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $13K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 153 shares 153 $13K <0.01% +12 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $12.8K <0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 716 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $12.4K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 26 shares; 2025Q2: 13 shares; 2025Q3: 42 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 174 shares 174 $12.4K <0.01% +44 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 178 shares; 2025Q2: 112 shares; 2025Q3: 309 shares; 2025Q4: 112 shares; 2026Q1: 67 shares; 2026Q2: 106 shares 106 $12.4K <0.01% +39 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $12.2K <0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $12.2K <0.01% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $11.6K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $11.4K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 140 shares; 2025Q2: 133 shares; 2025Q3: 162 shares; 2025Q4: 278 shares; 2026Q1: 148 shares; 2026Q2: 94 shares 94 $11.1K <0.01% -54 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $11.1K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 190 shares; 2025Q2: 140 shares; 2025Q3: 454 shares; 2025Q4: 74 shares; 2026Q1: 63 shares; 2026Q2: 73 shares 73 $11K <0.01% +10 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170 shares 170 $10.9K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: 27 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $10.8K <0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 5 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 58 shares 58 $10.4K <0.01% +56 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 107 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $10.3K <0.01% +1 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $10K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $9.88K <0.01% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $9.64K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 28 shares; 2025Q3: 87 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $9.61K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 53 shares; 2025Q2: 41 shares; 2025Q3: 97 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 51 shares 51 $9.38K <0.01% +10 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $9.09K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 120 shares; 2025Q2: 116 shares; 2025Q3: 233 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 122 shares 122 $8.92K <0.01% +6 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $8.38K <0.01% 0 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $8.34K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $8.29K <0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $8.28K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $8.27K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $8.21K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76 shares; 2025Q1: 144 shares; 2025Q2: 76 shares; 2025Q3: 198 shares; 2025Q4: 76 shares; 2026Q1: 51 shares; 2026Q2: 64 shares 64 $8.12K <0.01% +13 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $7.99K <0.01% 0 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $7.97K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 253 shares 253 $7.95K <0.01% +44 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $7.43K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 35 shares; 2025Q2: 26 shares; 2025Q3: 41 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 27 shares 27 $7.06K <0.01% +1 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 89 shares 89 $6.9K <0.01% +26 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 126 shares; 2025Q3: 54 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $6.78K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 279 shares; 2025Q2: 748 shares; 2025Q3: 301 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 51 shares 51 $6.5K <0.01% +16 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $6.46K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $6.38K <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 11 shares; 2025Q3: 114 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 14 shares 14 $6.12K <0.01% +3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $5.94K <0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $5.84K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,064 shares; 2024Q4: 4,064 shares; 2025Q1: 4,067 shares; 2025Q2: 64 shares; 2025Q3: 97 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 67 shares 67 $5.49K <0.01% +3 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.36K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 72 shares; 2025Q2: 43 shares; 2025Q3: 54 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 44 shares 44 $5.32K <0.01% +1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $5.3K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $5.04K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $4.94K <0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29 shares 29 $4.94K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 22 shares; 2025Q4: 15 shares; 2026Q1: 9 shares; 2026Q2: 10 shares 10 $4.91K <0.01% +1 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $4.87K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $4.8K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $4.79K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $4.71K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.53K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 21 shares; 2025Q2: 13 shares; 2025Q3: 18 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 14 shares 14 $4.46K <0.01% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $4.46K <0.01% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 81 shares; 2025Q2: 6 shares; 2025Q3: 1,928 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $4.42K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $4.39K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 156 shares 156 $4.28K <0.01% +15 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $4.08K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $4.06K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $3.98K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $3.85K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 140 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 133 shares 133 $3.6K <0.01% +10 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 116 shares; 2025Q2: 115 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 61 shares; 2026Q2: 71 shares 71 $3.56K <0.01% +10 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $3.52K <0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 32 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 28 shares 28 $3.44K <0.01% +2 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $3.43K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 64 shares; 2025Q2: 22 shares; 2025Q3: 93 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 32 shares 32 $3.36K <0.01% +10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 63 shares; 2025Q2: 50 shares; 2025Q3: 58 shares; 2025Q4: 50 shares; 2026Q1: 30 shares; 2026Q2: 34 shares 34 $3.33K <0.01% +4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 34 shares; 2025Q2: 16 shares; 2025Q3: 72 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 17 shares 17 $3.22K <0.01% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $3.18K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares 118 $3.17K <0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 233 shares; 2026Q1: not reported; 2026Q2: 37 shares 37 $3.03K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $2.97K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $2.93K <0.01% new Timeline QEFA 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; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 27 shares; 2026Q2: 29 shares 29 $2.8K <0.01% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $2.78K <0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 14 shares 14 $2.56K <0.01% -86 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $2.42K <0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $2.36K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $2.34K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $2.34K <0.01% new 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; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 46 shares; 2025Q2: 21 shares; 2025Q3: 55 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 26 shares 26 $2.33K <0.01% +5 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $2.31K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $2.25K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 52 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $2.21K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $2.13K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 24 shares 24 $2.11K <0.01% +1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $2.1K <0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 43 shares; 2025Q3: 94 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $2.07K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $2.06K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $2.01K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.98K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $1.96K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,802 shares; 2025Q4: 3,802 shares; 2026Q1: 3,802 shares; 2026Q2: 3,802 shares 3,802 $1.96K <0.01% 0 Timeline ITDC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $1.95K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.92K <0.01% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: 13 shares 13 $1.91K <0.01% -794 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.87K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.82K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 75 shares; 2025Q2: 31 shares; 2025Q3: 238 shares; 2025Q4: 968 shares; 2026Q1: 157 shares; 2026Q2: 13 shares 13 $1.79K <0.01% -144 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $1.79K <0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.78K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $1.77K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.71K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $1.62K <0.01% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 12 shares 12 $1.62K <0.01% +2 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $1.59K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $1.58K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.55K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.55K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.52K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.51K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.5K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $1.49K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.48K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.48K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $1.45K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.44K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.42K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $1.41K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $1.4K <0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $1.38K <0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1.37K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.3K <0.01% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $1.29K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.27K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $1.26K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.26K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $1.25K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.24K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.21K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1.18K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.15K <0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $1.15K <0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.14K <0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.11K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $1.1K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $1.1K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $1.08K <0.01% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.08K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.06K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.05K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $1.04K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $1.02K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.02K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $993 <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $990 <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $977 <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $966 <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $964 <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $949 <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $932 <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $926 <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 23 shares; 2025Q2: 3 shares; 2025Q3: 38 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $921 <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $921 <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $894 <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $892 <0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $891 <0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629,049 shares; 2025Q2: 2,097 shares; 2025Q3: 2,029 shares; 2025Q4: 1 shares; 2026Q1: 772 shares; 2026Q2: 10 shares 10 $889 <0.01% -762 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $883 <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $877 <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $872 <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $865 <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65 shares 65 $860 <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $850 <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $836 <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $828 <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $810 <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 6 shares 6 $807 <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $806 <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $802 <0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $776 <0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $774 <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $774 <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $773 <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $773 <0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $767 <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $760 <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $753 <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $744 <0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $737 <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $737 <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $713 <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $713 <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $704 <0.01% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $703 <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $701 <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $701 <0.01% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $701 <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $695 <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $673 <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $670 <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $667 <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $665 <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $661 <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $657 <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $656 <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $653 <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 11 shares; 2025Q2: 9 shares; 2025Q3: 29 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $649 <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $648 <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $644 <0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $641 <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $633 <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $631 <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $629 <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $620 <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $616 <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $610 <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $601 <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 193 shares; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $600 <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $589 <0.01% new Timeline