USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 79,725 shares; 2025Q2: 261,883 shares; 2025Q3: 231,719 shares; 2025Q4: 247,301 shares; 2026Q1: 203,798 shares; 2026Q2: 509,989 shares 509,989 $25.7M 9.76% +306,191 Timeline MUST 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 loaded; 2024Q4: 686,919 shares; 2025Q1: 810,238 shares; 2025Q2: 821,593 shares; 2025Q3: 872,432 shares; 2025Q4: 956,523 shares; 2026Q1: 1,060,246 shares; 2026Q2: 1,188,853 shares 1,188,853 $24.7M 9.4% +128,607 Timeline AVLC 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 loaded; 2024Q4: 172,733 shares; 2025Q1: 164,368 shares; 2025Q2: 82,338 shares; 2025Q3: 89,465 shares; 2025Q4: 94,069 shares; 2026Q1: 96,042 shares; 2026Q2: 102,825 shares 102,825 $9.25M 3.52% +6,783 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: not loaded; 2024Q4: 11,512 shares; 2025Q1: 12,182 shares; 2025Q2: 38,401 shares; 2025Q3: 31,823 shares; 2025Q4: 31,620 shares; 2026Q1: 31,482 shares; 2026Q2: 31,260 shares 31,260 $9.05M 3.44% -222 Timeline AVEM 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 loaded; 2024Q4: 90,556 shares; 2025Q1: 93,611 shares; 2025Q2: 89,640 shares; 2025Q3: 91,761 shares; 2025Q4: 92,150 shares; 2026Q1: 93,215 shares; 2026Q2: 92,606 shares 92,606 $8.94M 3.4% -609 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 160,021 shares; 2025Q1: 162,657 shares; 2025Q2: 130,774 shares; 2025Q3: 131,065 shares; 2025Q4: 129,638 shares; 2026Q1: 131,316 shares; 2026Q2: 135,365 shares 135,365 $8.53M 3.24% +4,049 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,374 shares; 2025Q2: 146,358 shares; 2025Q3: 152,724 shares; 2025Q4: 160,489 shares; 2026Q1: 151,403 shares; 2026Q2: 156,507 shares 156,507 $6.35M 2.41% +5,104 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89,354 shares; 2025Q1: 94,854 shares; 2025Q2: 95,957 shares; 2025Q3: 104,946 shares; 2025Q4: 109,954 shares; 2026Q1: 112,063 shares; 2026Q2: 116,915 shares 116,915 $6.06M 2.3% +4,852 Timeline AVIV 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 loaded; 2024Q4: 38,555 shares; 2025Q1: 48,472 shares; 2025Q2: 57,275 shares; 2025Q3: 62,673 shares; 2025Q4: 67,408 shares; 2026Q1: 70,886 shares; 2026Q2: 76,215 shares 76,215 $5.9M 2.24% +5,329 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 loaded; 2024Q4: 1,895 shares; 2025Q1: 1,898 shares; 2025Q2: 1,914 shares; 2025Q3: 1,824 shares; 2025Q4: 1,822 shares; 2026Q1: 1,829 shares; 2026Q2: 18,229 shares 18,229 $5.5M 2.09% +16,400 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,283 shares; 2025Q1: 27,142 shares; 2025Q2: 43,527 shares; 2025Q3: 44,903 shares; 2025Q4: 45,003 shares; 2026Q1: 45,938 shares; 2026Q2: 47,088 shares 47,088 $4.85M 1.84% +1,150 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,771 shares; 2025Q3: 65,116 shares; 2025Q4: 73,966 shares; 2026Q1: 74,700 shares; 2026Q2: 64,904 shares 64,904 $4.32M 1.64% -9,796 Timeline AVSC 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 loaded; 2024Q4: 63,552 shares; 2025Q1: 62,118 shares; 2025Q2: 45,576 shares; 2025Q3: 58,808 shares; 2025Q4: 60,518 shares; 2026Q1: 59,444 shares; 2026Q2: 56,564 shares 56,564 $4.15M 1.58% -2,880 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,681 shares; 2026Q1: 134,170 shares; 2026Q2: 202,803 shares 202,803 $4.1M 1.56% +68,633 Timeline VTES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,015 shares; 2025Q3: 31,930 shares; 2025Q4: 32,724 shares; 2026Q1: 37,453 shares; 2026Q2: 34,656 shares 34,656 $3.51M 1.33% -2,797 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 loaded; 2024Q4: 19,757 shares; 2025Q1: 21,651 shares; 2025Q2: 22,084 shares; 2025Q3: 23,659 shares; 2025Q4: 25,769 shares; 2026Q1: 25,863 shares; 2026Q2: 27,292 shares 27,292 $3.4M 1.29% +1,429 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,410 shares; 2025Q1: 75,906 shares; 2025Q2: 75,396 shares; 2025Q3: 73,549 shares; 2025Q4: 73,437 shares; 2026Q1: 73,162 shares; 2026Q2: 72,261 shares 72,261 $3.29M 1.25% -901 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,475 shares; 2025Q1: 40,095 shares; 2025Q2: 40,707 shares; 2025Q3: 38,237 shares; 2025Q4: 38,202 shares; 2026Q1: 36,564 shares; 2026Q2: 28,970 shares 28,970 $3.28M 1.25% -7,594 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,193 shares; 2025Q1: 7,899 shares; 2025Q2: 7,973 shares; 2025Q3: 8,260 shares; 2025Q4: 8,682 shares; 2026Q1: 9,717 shares; 2026Q2: 9,223 shares 9,223 $3.27M 1.24% -494 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,346 shares; 2025Q1: 48,914 shares; 2025Q2: 48,560 shares; 2025Q3: 49,857 shares; 2025Q4: 49,664 shares; 2026Q1: 50,001 shares; 2026Q2: 49,464 shares 49,464 $3.2M 1.22% -537 Timeline BIZD 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 loaded; 2024Q4: 532,719 shares; 2025Q1: 598,790 shares; 2025Q2: 618,099 shares; 2025Q3: 613,651 shares; 2025Q4: 471,720 shares; 2026Q1: 322,299 shares; 2026Q2: 246,918 shares 246,918 $3.13M 1.19% -75,381 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,921 shares; 2025Q1: 170,436 shares; 2025Q2: 163,211 shares; 2025Q3: 177,629 shares; 2025Q4: 184,164 shares; 2026Q1: 195,465 shares; 2026Q2: 195,797 shares 195,797 $2.94M 1.12% +332 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,994 shares; 2025Q1: 35,722 shares; 2025Q2: 32,923 shares; 2025Q3: 33,621 shares; 2025Q4: 33,134 shares; 2026Q1: 33,087 shares; 2026Q2: 31,609 shares 31,609 $2.82M 1.07% -1,478 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: not loaded; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,991 shares; 2025Q3: 1,988 shares; 2025Q4: 1,994 shares; 2026Q1: 3,485 shares; 2026Q2: 3,466 shares 3,466 $2.59M 0.98% -19 Timeline FNDF 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 loaded; 2024Q4: 75,648 shares; 2025Q1: 62,607 shares; 2025Q2: 54,106 shares; 2025Q3: 53,242 shares; 2025Q4: 52,295 shares; 2026Q1: 48,110 shares; 2026Q2: 47,776 shares 47,776 $2.52M 0.96% -334 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 loaded; 2024Q4: 6,762 shares; 2025Q1: 7,075 shares; 2025Q2: 8,444 shares; 2025Q3: 6,282 shares; 2025Q4: 6,307 shares; 2026Q1: 6,400 shares; 2026Q2: 6,300 shares 6,300 $2.38M 0.9% -100 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 loaded; 2024Q4: 33,753 shares; 2025Q1: 37,377 shares; 2025Q2: 39,683 shares; 2025Q3: 41,341 shares; 2025Q4: 41,902 shares; 2026Q1: 44,367 shares; 2026Q2: 46,555 shares 46,555 $2.38M 0.9% +2,188 Timeline AVRE 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 loaded; 2024Q4: 35,169 shares; 2025Q1: 23,676 shares; 2025Q2: 19,743 shares; 2025Q3: 21,266 shares; 2025Q4: 22,165 shares; 2026Q1: 27,474 shares; 2026Q2: 48,491 shares 48,491 $2.3M 0.87% +21,017 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 loaded; 2024Q4: 10,865 shares; 2025Q1: 11,790 shares; 2025Q2: 20,771 shares; 2025Q3: 10,088 shares; 2025Q4: 8,863 shares; 2026Q1: 11,292 shares; 2026Q2: 11,237 shares 11,237 $2.25M 0.85% -55 Timeline PINK 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 loaded; 2024Q4: 28,299 shares; 2025Q1: 39,177 shares; 2025Q2: 41,295 shares; 2025Q3: 43,300 shares; 2025Q4: 49,040 shares; 2026Q1: 49,135 shares; 2026Q2: 54,235 shares 54,235 $2.12M 0.81% +5,100 Timeline AVMV 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 loaded; 2024Q4: 23,466 shares; 2025Q1: 25,969 shares; 2025Q2: 20,265 shares; 2025Q3: 21,584 shares; 2025Q4: 22,090 shares; 2026Q1: 22,509 shares; 2026Q2: 26,120 shares 26,120 $2.1M 0.8% +3,611 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: not loaded; 2024Q4: 6,975 shares; 2025Q1: 6,847 shares; 2025Q2: 7,961 shares; 2025Q3: 5,467 shares; 2025Q4: 5,564 shares; 2026Q1: 5,593 shares; 2026Q2: 5,510 shares 5,510 $1.95M 0.74% -83 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,283 shares; 2025Q4: 2,434 shares; 2026Q1: 2,540 shares; 2026Q2: 2,516 shares 2,516 $1.82M 0.69% -24 Timeline INCO 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 loaded; 2024Q4: 17,361 shares; 2025Q1: 21,242 shares; 2025Q2: 37,340 shares; 2025Q3: 39,865 shares; 2025Q4: 41,831 shares; 2026Q1: 41,726 shares; 2026Q2: 30,301 shares 30,301 $1.81M 0.69% -11,425 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 loaded; 2024Q4: 2,487 shares; 2025Q1: 2,486 shares; 2025Q2: 2,433 shares; 2025Q3: 2,359 shares; 2025Q4: 2,399 shares; 2026Q1: 2,390 shares; 2026Q2: 2,359 shares 2,359 $1.78M 0.68% -31 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,095 shares; 2025Q1: not reported; 2025Q2: 46,297 shares; 2025Q3: 52,080 shares; 2025Q4: 56,552 shares; 2026Q1: 53,323 shares; 2026Q2: 39,458 shares 39,458 $1.67M 0.64% -13,865 Timeline VNQI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,740 shares; 2025Q3: 35,177 shares; 2025Q4: 37,080 shares; 2026Q1: 40,546 shares; 2026Q2: 37,243 shares 37,243 $1.67M 0.64% -3,303 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129,857 shares; 2025Q1: 129,842 shares; 2025Q2: 126,646 shares; 2025Q3: 125,065 shares; 2025Q4: 123,282 shares; 2026Q1: 123,282 shares; 2026Q2: 120,879 shares 120,879 $1.54M 0.59% -2,403 Timeline AVLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,324 shares; 2026Q2: 16,775 shares 16,775 $1.53M 0.58% +13,451 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,087 shares; 2025Q4: 59,515 shares; 2026Q1: 64,498 shares; 2026Q2: 54,983 shares 54,983 $1.5M 0.57% -9,515 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,892 shares; 2025Q1: 3,974 shares; 2025Q2: 4,041 shares; 2025Q3: 4,011 shares; 2025Q4: 4,063 shares; 2026Q1: 4,129 shares; 2026Q2: 4,111 shares 4,111 $1.44M 0.55% -18 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 loaded; 2024Q4: 54,953 shares; 2025Q1: 52,813 shares; 2025Q2: 63,826 shares; 2025Q3: 54,697 shares; 2025Q4: 56,487 shares; 2026Q1: 58,900 shares; 2026Q2: 57,415 shares 57,415 $1.44M 0.55% -1,485 Timeline INDS 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 loaded; 2024Q4: 62,003 shares; 2025Q1: 54,297 shares; 2025Q2: 21,278 shares; 2025Q3: 23,389 shares; 2025Q4: 24,753 shares; 2026Q1: 32,226 shares; 2026Q2: 35,703 shares 35,703 $1.44M 0.55% +3,477 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 loaded; 2024Q4: 4,989 shares; 2025Q1: 5,209 shares; 2025Q2: 5,358 shares; 2025Q3: 5,578 shares; 2025Q4: 5,905 shares; 2026Q1: 6,026 shares; 2026Q2: 5,787 shares 5,787 $1.37M 0.52% -239 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: not loaded; 2024Q4: 2,784 shares; 2025Q1: 2,828 shares; 2025Q2: 2,706 shares; 2025Q3: 2,735 shares; 2025Q4: 2,834 shares; 2026Q1: 2,915 shares; 2026Q2: 2,797 shares 2,797 $1.37M 0.52% -118 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,050 shares; 2026Q2: 49,119 shares 49,119 $1.34M 0.51% +69 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,083 shares; 2026Q1: 155,260 shares; 2026Q2: 148,448 shares 148,448 $1.2M 0.46% -6,812 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,765 shares; 2025Q1: 11,765 shares; 2025Q2: 11,650 shares; 2025Q3: 11,040 shares; 2025Q4: 10,715 shares; 2026Q1: 10,715 shares; 2026Q2: 11,115 shares 11,115 $1.2M 0.45% +400 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,265 shares; 2026Q1: 32,275 shares; 2026Q2: 37,908 shares 37,908 $1.19M 0.45% +5,633 Timeline IBND 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 loaded; 2024Q4: 24,240 shares; 2025Q1: 20,952 shares; 2025Q2: 26,289 shares; 2025Q3: 34,342 shares; 2025Q4: 37,391 shares; 2026Q1: 37,107 shares; 2026Q2: 35,087 shares 35,087 $1.09M 0.42% -2,020 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,661 shares 39,661 $1.08M 0.41% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 3,426 shares; 2025Q2: 3,439 shares; 2025Q3: 3,685 shares; 2025Q4: 3,896 shares; 2026Q1: 4,025 shares; 2026Q2: 3,749 shares 3,749 $1.06M 0.4% -276 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,313 shares; 2026Q1: 13,715 shares; 2026Q2: 12,966 shares 12,966 $1.06M 0.4% -749 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,016 shares 12,016 $1.04M 0.39% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,620 shares; 2025Q1: 3,632 shares; 2025Q2: 6,086 shares; 2025Q3: 2,606 shares; 2025Q4: 2,578 shares; 2026Q1: 2,628 shares; 2026Q2: 2,810 shares 2,810 $1M 0.38% +182 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,220 shares; 2025Q1: 15,717 shares; 2025Q2: 20,681 shares; 2025Q3: 25,733 shares; 2025Q4: 28,745 shares; 2026Q1: 27,528 shares; 2026Q2: 24,127 shares 24,127 $990K 0.38% -3,401 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 878 shares; 2025Q1: 1,778 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $981K 0.37% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,024 shares; 2025Q4: 1,084 shares; 2026Q1: 1,101 shares; 2026Q2: 903 shares 903 $962K 0.37% -198 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,691 shares; 2026Q2: 22,623 shares 22,623 $958K 0.36% +3,932 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,049 shares 6,049 $956K 0.36% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,656 shares; 2026Q1: 48,650 shares; 2026Q2: 50,068 shares 50,068 $955K 0.36% +1,418 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,104 shares; 2025Q1: 66,921 shares; 2025Q2: 61,955 shares; 2025Q3: 66,723 shares; 2025Q4: 24,832 shares; 2026Q1: 24,722 shares; 2026Q2: 24,117 shares 24,117 $954K 0.36% -605 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,698 shares; 2025Q1: 4,393 shares; 2025Q2: 7,592 shares; 2025Q3: 4,151 shares; 2025Q4: 4,144 shares; 2026Q1: 3,693 shares; 2026Q2: 2,378 shares 2,378 $887K 0.34% -1,315 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,596 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares; 2026Q2: 1,839 shares 1,839 $878K 0.33% +29 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,867 shares; 2026Q1: 46,348 shares; 2026Q2: 46,961 shares 46,961 $870K 0.33% +613 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 loaded; 2024Q4: 6,852 shares; 2025Q1: 6,756 shares; 2025Q2: 6,979 shares; 2025Q3: 6,680 shares; 2025Q4: 6,751 shares; 2026Q1: 6,844 shares; 2026Q2: 6,524 shares 6,524 $865K 0.33% -320 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 613 shares; 2025Q2: 607 shares; 2025Q3: 628 shares; 2025Q4: 626 shares; 2026Q1: 635 shares; 2026Q2: 502 shares 502 $852K 0.32% -133 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,260 shares; 2025Q2: 5,174 shares; 2025Q3: 5,159 shares; 2025Q4: 5,282 shares; 2026Q1: 5,336 shares; 2026Q2: 4,950 shares 4,950 $842K 0.32% -386 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 3,352 shares; 2025Q3: 3,866 shares; 2025Q4: 4,157 shares; 2026Q1: 4,312 shares; 2026Q2: 4,058 shares 4,058 $818K 0.31% -254 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,072 shares; 2025Q3: 6,072 shares; 2025Q4: 6,072 shares; 2026Q1: 6,072 shares; 2026Q2: 4,072 shares 4,072 $815K 0.31% -2,000 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,455 shares 29,455 $804K 0.31% new Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,170 shares; 2026Q2: 6,513 shares 6,513 $780K 0.3% +4,343 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,995 shares; 2026Q2: 80,490 shares 80,490 $763K 0.29% +31,495 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,019 shares; 2025Q1: 1,888 shares; 2025Q2: 1,868 shares; 2025Q3: 1,767 shares; 2025Q4: 1,781 shares; 2026Q1: 1,610 shares; 2026Q2: 1,434 shares 1,434 $755K 0.29% -176 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,650 shares 7,650 $751K 0.29% new Timeline AVES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,885 shares; 2026Q1: 11,747 shares; 2026Q2: 10,797 shares 10,797 $708K 0.27% -950 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,795 shares; 2025Q1: 34,820 shares; 2025Q2: 44,270 shares; 2025Q3: 46,550 shares; 2025Q4: 60,565 shares; 2026Q1: 63,740 shares; 2026Q2: 83,217 shares 83,217 $675K 0.26% +19,477 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 loaded; 2024Q4: 1,904 shares; 2025Q1: 2,002 shares; 2025Q2: 2,728 shares; 2025Q3: 2,061 shares; 2025Q4: 2,101 shares; 2026Q1: 2,017 shares; 2026Q2: 1,913 shares 1,913 $656K 0.25% -104 Timeline EMIF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,878 shares; 2026Q1: 34,991 shares; 2026Q2: 24,749 shares 24,749 $651K 0.25% -10,242 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,748 shares; 2025Q1: 47,383 shares; 2025Q2: 55,175 shares; 2025Q3: 87,665 shares; 2025Q4: 93,535 shares; 2026Q1: 92,609 shares; 2026Q2: 105,449 shares 105,449 $640K 0.24% +12,840 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 14,565 shares; 2026Q2: 12,650 shares 12,650 $640K 0.24% -1,915 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,796 shares 23,796 $639K 0.24% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 1,710 shares; 2026Q2: 1,535 shares 1,535 $638K 0.24% -175 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,455 shares; 2025Q1: 13,230 shares; 2025Q2: 12,675 shares; 2025Q3: 11,125 shares; 2025Q4: 10,288 shares; 2026Q1: 10,348 shares; 2026Q2: 11,385 shares 11,385 $638K 0.24% +1,037 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 loaded; 2024Q4: 4,064 shares; 2025Q1: 3,903 shares; 2025Q2: 3,279 shares; 2025Q3: 3,458 shares; 2025Q4: 5,274 shares; 2026Q1: 4,556 shares; 2026Q2: 3,330 shares 3,330 $634K 0.24% -1,226 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 loaded; 2024Q4: 45,383 shares; 2025Q1: 30,915 shares; 2025Q2: 10,970 shares; 2025Q3: 9,520 shares; 2025Q4: 5,408 shares; 2026Q1: 5,388 shares; 2026Q2: 5,423 shares 5,423 $633K 0.24% +35 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 6,020 shares; 2025Q2: 6,449 shares; 2025Q3: 6,020 shares; 2025Q4: 6,020 shares; 2026Q1: 9,030 shares; 2026Q2: 9,030 shares 9,030 $630K 0.24% 0 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 loaded; 2024Q4: 1,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 1,770 shares; 2026Q2: 1,639 shares 1,639 $615K 0.23% -131 Timeline CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,285 shares; 2025Q4: 8,166 shares; 2026Q1: 10,110 shares; 2026Q2: 8,249 shares 8,249 $602K 0.23% -1,861 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,313 shares; 2025Q1: 10,630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,742 shares; 2026Q1: 46,852 shares; 2026Q2: 44,413 shares 44,413 $572K 0.22% -2,439 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 loaded; 2024Q4: 2,804 shares; 2025Q1: 2,940 shares; 2025Q2: 2,998 shares; 2025Q3: 2,321 shares; 2025Q4: 2,342 shares; 2026Q1: 2,326 shares; 2026Q2: 2,244 shares 2,244 $570K 0.22% -82 Timeline HYD 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 loaded; 2024Q4: 4,700 shares; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: 9,775 shares; 2026Q1: 10,835 shares; 2026Q2: 10,990 shares 10,990 $566K 0.22% +155 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,625 shares; 2026Q1: 36,082 shares; 2026Q2: 35,485 shares 35,485 $560K 0.21% -597 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 6,375 shares; 2026Q1: 6,951 shares; 2026Q2: 10,058 shares 10,058 $542K 0.21% +3,107 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 loaded; 2024Q4: 1,242 shares; 2025Q1: 1,307 shares; 2025Q2: 1,691 shares; 2025Q3: 1,259 shares; 2025Q4: 1,187 shares; 2026Q1: 1,176 shares; 2026Q2: 1,051 shares 1,051 $540K 0.21% -125 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,187 shares; 2025Q1: 5,269 shares; 2025Q2: 4,948 shares; 2025Q3: 5,158 shares; 2025Q4: 5,315 shares; 2026Q1: 5,318 shares; 2026Q2: 3,751 shares 3,751 $534K 0.2% -1,567 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 329 shares; 2025Q4: 399 shares; 2026Q1: 415 shares; 2026Q2: 384 shares 384 $522K 0.2% -31 Timeline EDV 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 loaded; 2024Q4: 15,272 shares; 2025Q1: 23,680 shares; 2025Q2: 3,900 shares; 2025Q3: 6,490 shares; 2025Q4: 9,314 shares; 2026Q1: 8,292 shares; 2026Q2: 7,956 shares 7,956 $518K 0.2% -336 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,324 shares; 2026Q1: 45,368 shares; 2026Q2: 47,587 shares 47,587 $517K 0.2% +2,219 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 loaded; 2024Q4: 2,939 shares; 2025Q1: 3,088 shares; 2025Q2: 5,568 shares; 2025Q3: 3,399 shares; 2025Q4: 3,549 shares; 2026Q1: 3,654 shares; 2026Q2: 3,296 shares 3,296 $517K 0.2% -358 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 999 shares; 2026Q2: 5,924 shares 5,924 $510K 0.19% +4,925 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,580 shares; 2025Q2: 1,269 shares; 2025Q3: 1,327 shares; 2025Q4: 1,316 shares; 2026Q1: 1,272 shares; 2026Q2: 1,221 shares 1,221 $491K 0.19% -51 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,922 shares 10,922 $491K 0.19% new Timeline AVUQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 12,503 shares; 2026Q2: 7,156 shares 7,156 $472K 0.18% -5,347 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 loaded; 2024Q4: 5,484 shares; 2025Q1: 5,743 shares; 2025Q2: 5,322 shares; 2025Q3: 1,566 shares; 2025Q4: 1,640 shares; 2026Q1: 1,929 shares; 2026Q2: 1,959 shares 1,959 $467K 0.18% +30 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,963 shares; 2025Q1: 5,016 shares; 2025Q2: 4,904 shares; 2025Q3: 4,859 shares; 2025Q4: 5,088 shares; 2026Q1: 5,200 shares; 2026Q2: 3,721 shares 3,721 $446K 0.17% -1,479 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 loaded; 2024Q4: 2,167 shares; 2025Q1: 2,180 shares; 2025Q2: 2,222 shares; 2025Q3: 2,215 shares; 2025Q4: 2,293 shares; 2026Q1: 2,383 shares; 2026Q2: 2,173 shares 2,173 $446K 0.17% -210 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,841 shares; 2025Q1: 11,234 shares; 2025Q2: 11,617 shares; 2025Q3: 12,365 shares; 2025Q4: 12,909 shares; 2026Q1: 13,274 shares; 2026Q2: 11,231 shares 11,231 $444K 0.17% -2,043 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,710 shares; 2025Q1: 5,785 shares; 2025Q2: 11,472 shares; 2025Q3: 11,377 shares; 2025Q4: 11,027 shares; 2026Q1: 11,074 shares; 2026Q2: 9,135 shares 9,135 $439K 0.17% -1,939 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: not loaded; 2024Q4: 9,403 shares; 2025Q1: 9,479 shares; 2025Q2: 9,090 shares; 2025Q3: 7,779 shares; 2025Q4: 7,703 shares; 2026Q1: 5,903 shares; 2026Q2: 6,083 shares 6,083 $433K 0.16% +180 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,233 shares; 2026Q2: 15,616 shares 15,616 $433K 0.16% +1,383 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,523 shares; 2025Q4: 1,707 shares; 2026Q1: 1,793 shares; 2026Q2: 1,570 shares 1,570 $423K 0.16% -223 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 loaded; 2024Q4: 612 shares; 2025Q1: 694 shares; 2025Q2: 1,790 shares; 2025Q3: 727 shares; 2025Q4: 746 shares; 2026Q1: 743 shares; 2026Q2: 731 shares 731 $412K 0.16% -12 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,491 shares; 2025Q1: 9,405 shares; 2025Q2: 9,442 shares; 2025Q3: 9,756 shares; 2025Q4: 9,880 shares; 2026Q1: 8,927 shares; 2026Q2: 6,473 shares 6,473 $402K 0.15% -2,454 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,977 shares; 2025Q1: 15,698 shares; 2025Q2: 15,776 shares; 2025Q3: 15,559 shares; 2025Q4: 15,609 shares; 2026Q1: 15,609 shares; 2026Q2: 15,310 shares 15,310 $397K 0.15% -299 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: not loaded; 2024Q4: 9,316 shares; 2025Q1: 10,857 shares; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 399 shares; 2026Q1: 496 shares; 2026Q2: 539 shares 539 $397K 0.15% +43 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,411 shares; 2026Q1: 6,345 shares; 2026Q2: 2,862 shares 2,862 $395K 0.15% -3,483 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,678 shares; 2025Q2: 2,580 shares; 2025Q3: 2,595 shares; 2025Q4: 2,658 shares; 2026Q1: 2,765 shares; 2026Q2: 2,611 shares 2,611 $388K 0.15% -154 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 loaded; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 725 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $387K 0.15% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $382K 0.15% new Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,490 shares; 2025Q1: 8,776 shares; 2025Q2: 9,375 shares; 2025Q3: 10,061 shares; 2025Q4: 10,681 shares; 2026Q1: 8,714 shares; 2026Q2: 7,123 shares 7,123 $380K 0.14% -1,591 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,024 shares; 2026Q2: 1,024 shares 1,024 $375K 0.14% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,213 shares; 2025Q1: 9,940 shares; 2025Q2: 9,567 shares; 2025Q3: 9,954 shares; 2025Q4: 10,290 shares; 2026Q1: 10,423 shares; 2026Q2: 9,053 shares 9,053 $367K 0.14% -1,370 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 loaded; 2024Q4: 3,665 shares; 2025Q1: 3,609 shares; 2025Q2: 4,206 shares; 2025Q3: 3,854 shares; 2025Q4: 3,964 shares; 2026Q1: 3,919 shares; 2026Q2: 3,799 shares 3,799 $366K 0.14% -120 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,095 shares; 2025Q4: 9,417 shares; 2026Q1: 10,136 shares; 2026Q2: 7,798 shares 7,798 $364K 0.14% -2,338 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,647 shares; 2025Q1: 6,778 shares; 2025Q2: 4,372 shares; 2025Q3: 2,867 shares; 2025Q4: 2,976 shares; 2026Q1: 3,135 shares; 2026Q2: 4,475 shares 4,475 $358K 0.14% +1,340 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,049 shares; 2025Q1: 1,027 shares; 2025Q2: 991 shares; 2025Q3: 1,044 shares; 2025Q4: 1,112 shares; 2026Q1: 1,110 shares; 2026Q2: 856 shares 856 $355K 0.14% -254 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 3,675 shares; 2025Q3: 4,648 shares; 2025Q4: 5,273 shares; 2026Q1: 5,362 shares; 2026Q2: 3,752 shares 3,752 $355K 0.13% -1,610 Timeline AVUS 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 loaded; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 3,482 shares; 2025Q3: 2,774 shares; 2025Q4: 2,725 shares; 2026Q1: 2,517 shares; 2026Q2: 2,756 shares 2,756 $353K 0.13% +239 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $342K 0.13% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,885 shares; 2025Q3: 2,017 shares; 2025Q4: 2,159 shares; 2026Q1: 2,145 shares; 2026Q2: 1,564 shares 1,564 $329K 0.13% -581 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 loaded; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,031 shares; 2026Q1: 1,592 shares; 2026Q2: 1,492 shares 1,492 $325K 0.12% -100 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 loaded; 2024Q4: 2,015 shares; 2025Q1: 2,341 shares; 2025Q2: 3,246 shares; 2025Q3: 2,271 shares; 2025Q4: 2,276 shares; 2026Q1: 2,273 shares; 2026Q2: 2,309 shares 2,309 $316K 0.12% +36 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 loaded; 2024Q4: 8,797 shares; 2025Q1: 2,248 shares; 2025Q2: 3,311 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $314K 0.12% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,287 shares; 2025Q1: 43,965 shares; 2025Q2: 54,332 shares; 2025Q3: 51,785 shares; 2025Q4: 50,197 shares; 2026Q1: 45,703 shares; 2026Q2: 29,215 shares 29,215 $306K 0.12% -16,488 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,800 shares; 2025Q1: 19,800 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 10,000 shares 10,000 $305K 0.12% -1,200 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $303K 0.12% 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 loaded; 2024Q4: 617 shares; 2025Q1: 663 shares; 2025Q2: 2,135 shares; 2025Q3: 746 shares; 2025Q4: 736 shares; 2026Q1: 631 shares; 2026Q2: 602 shares 602 $301K 0.11% -29 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 loaded; 2024Q4: 1,402 shares; 2025Q1: 1,352 shares; 2025Q2: 861 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $295K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: 1,142 shares; 2025Q2: 752 shares; 2025Q3: 867 shares; 2025Q4: 815 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $295K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,727 shares; 2025Q4: 5,338 shares; 2026Q1: 5,848 shares; 2026Q2: 5,087 shares 5,087 $293K 0.11% -761 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,258 shares; 2025Q3: 8,265 shares; 2025Q4: 7,540 shares; 2026Q1: 6,778 shares; 2026Q2: 2,684 shares 2,684 $293K 0.11% -4,094 Timeline AVDS 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 loaded; 2024Q4: 7,689 shares; 2025Q1: 4,184 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares; 2026Q2: 3,843 shares 3,843 $289K 0.11% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $289K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $280K 0.11% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares; 2026Q2: 740 shares 740 $274K 0.1% +100 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,895 shares; 2026Q2: 6,790 shares 6,790 $268K 0.1% -3,105 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 loaded; 2024Q4: 822 shares; 2025Q1: 851 shares; 2025Q2: 999 shares; 2025Q3: 867 shares; 2025Q4: 9,145 shares; 2026Q1: 9,333 shares; 2026Q2: 3,727 shares 3,727 $266K 0.1% -5,606 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,269 shares; 2026Q2: 4,449 shares 4,449 $266K 0.1% +180 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,571 shares; 2025Q1: 17,888 shares; 2025Q2: 18,396 shares; 2025Q3: 18,219 shares; 2025Q4: 18,574 shares; 2026Q1: 18,284 shares; 2026Q2: 10,583 shares 10,583 $263K 0.1% -7,701 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 loaded; 2024Q4: 9,381 shares; 2025Q1: 9,551 shares; 2025Q2: 9,369 shares; 2025Q3: 9,439 shares; 2025Q4: 9,439 shares; 2026Q1: 9,439 shares; 2026Q2: 8,935 shares 8,935 $263K 0.1% -504 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,392 shares; 2025Q1: 5,855 shares; 2025Q2: 6,638 shares; 2025Q3: 6,477 shares; 2025Q4: 7,112 shares; 2026Q1: 7,067 shares; 2026Q2: 3,718 shares 3,718 $260K 0.1% -3,349 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,341 shares; 2025Q1: 6,840 shares; 2025Q2: 6,650 shares; 2025Q3: 6,759 shares; 2025Q4: 5,206 shares; 2026Q1: not reported; 2026Q2: 3,223 shares 3,223 $259K 0.1% 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 loaded; 2024Q4: 2,326 shares; 2025Q1: 2,080 shares; 2025Q2: 1,645 shares; 2025Q3: 1,738 shares; 2025Q4: 1,931 shares; 2026Q1: 2,041 shares; 2026Q2: 1,322 shares 1,322 $255K 0.1% -719 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,711 shares; 2025Q1: 8,232 shares; 2025Q2: 8,294 shares; 2025Q3: 8,451 shares; 2025Q4: 8,346 shares; 2026Q1: 8,292 shares; 2026Q2: 6,442 shares 6,442 $249K 0.09% -1,850 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: not loaded; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 2,000 shares 2,000 $248K 0.09% +1,500 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,288 shares; 2025Q1: 30,462 shares; 2025Q2: 31,157 shares; 2025Q3: 35,300 shares; 2025Q4: 38,389 shares; 2026Q1: 37,508 shares; 2026Q2: 23,013 shares 23,013 $248K 0.09% -14,495 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 538 shares; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 551 shares 551 $235K 0.09% -26 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,150 shares 16,150 $231K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,508 shares; 2026Q2: 1,508 shares 1,508 $221K 0.08% 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 loaded; 2024Q4: not reported; 2025Q1: 242 shares; 2025Q2: 517 shares; 2025Q3: 237 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 234 shares 234 $219K 0.08% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $215K 0.08% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,426 shares; 2026Q2: 5,755 shares 5,755 $214K 0.08% -1,671 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,251 shares; 2025Q4: 1,161 shares; 2026Q1: 1,086 shares; 2026Q2: 986 shares 986 $213K 0.08% -100 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,757 shares; 2025Q1: 11,757 shares; 2025Q2: 12,177 shares; 2025Q3: 11,757 shares; 2025Q4: 11,757 shares; 2026Q1: 11,757 shares; 2026Q2: 11,757 shares 11,757 $171K 0.07% 0 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,451 shares; 2026Q1: 49,376 shares; 2026Q2: 29,251 shares 29,251 $162K 0.06% -20,125 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,000 shares 18,000 $142K 0.05% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,295 shares; 2025Q2: 13,620 shares; 2025Q3: 20,760 shares; 2025Q4: 20,835 shares; 2026Q1: 17,585 shares; 2026Q2: 15,860 shares 15,860 $91.8K 0.03% -1,725 Timeline YEXT YEXT INC More: the full row for YEXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,183 shares; 2025Q1: 58,062 shares; 2025Q2: 55,855 shares; 2025Q3: 57,362 shares; 2025Q4: 59,248 shares; 2026Q1: 45,037 shares; 2026Q2: 11,347 shares 11,347 $53K 0.02% -33,690 Timeline NTRB NUTRIBAND INC More: the full row for NUTRIBAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,561 shares; 2025Q1: 11,521 shares; 2025Q2: 11,521 shares; 2025Q3: 11,521 shares; 2025Q4: 11,426 shares; 2026Q1: 11,366 shares; 2026Q2: 11,366 shares 11,366 $36.3K 0.01% 0 Timeline ZONE ZONE FRONTIER INC More: the full row for ZONE FRONTIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: not reported; 2026Q2: 18,700 shares 18,700 $15.3K 0.01% new Timeline