PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721,948 shares 721,948 $37M 7.56% new 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: 467,829 shares; 2024Q4: 310,957 shares; 2025Q1: 333,975 shares; 2025Q2: 444,430 shares; 2025Q3: 461,847 shares; 2025Q4: 657,333 shares; 2026Q1: 787,994 shares; 2026Q2: 651,468 shares 651,468 $32.9M 6.73% -136,526 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: 172,694 shares; 2024Q4: 172,717 shares; 2025Q1: 174,504 shares; 2025Q2: 175,687 shares; 2025Q3: 158,642 shares; 2025Q4: 154,360 shares; 2026Q1: 156,251 shares; 2026Q2: 159,366 shares 159,366 $31.9M 6.51% +3,115 Timeline FLXR 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: not reported; 2025Q4: not reported; 2026Q1: 21,629 shares; 2026Q2: 674,889 shares 674,889 $26.5M 5.4% +653,260 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: 32,175 shares; 2024Q4: 34,349 shares; 2025Q1: 34,532 shares; 2025Q2: 35,121 shares; 2025Q3: 36,302 shares; 2025Q4: 34,457 shares; 2026Q1: 37,259 shares; 2026Q2: 37,706 shares 37,706 $25.9M 5.29% +447 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: 123,831 shares; 2024Q4: 121,584 shares; 2025Q1: 130,866 shares; 2025Q2: 153,764 shares; 2025Q3: 179,739 shares; 2025Q4: 189,912 shares; 2026Q1: 217,519 shares; 2026Q2: 247,779 shares 247,779 $23.9M 4.89% +30,260 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: 15,422 shares; 2024Q4: 16,298 shares; 2025Q1: 29,372 shares; 2025Q2: 39,744 shares; 2025Q3: 41,094 shares; 2025Q4: 44,354 shares; 2026Q1: 60,126 shares; 2026Q2: 70,971 shares 70,971 $21.5M 4.39% +10,845 Timeline FNDX 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: 39,820 shares; 2024Q4: 189,158 shares; 2025Q1: 303,999 shares; 2025Q2: 363,166 shares; 2025Q3: 376,330 shares; 2025Q4: 386,049 shares; 2026Q1: 548,912 shares; 2026Q2: 659,630 shares 659,630 $20.5M 4.19% +110,718 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: 64,330 shares; 2024Q4: 64,207 shares; 2025Q1: 64,362 shares; 2025Q2: 62,418 shares; 2025Q3: 62,440 shares; 2025Q4: 62,812 shares; 2026Q1: 64,428 shares; 2026Q2: 64,175 shares 64,175 $18.6M 3.79% -253 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: 159,289 shares; 2024Q4: 143,316 shares; 2025Q1: 119,233 shares; 2025Q2: 98,215 shares; 2025Q3: 100,261 shares; 2025Q4: 108,771 shares; 2026Q1: 113,162 shares; 2026Q2: 115,623 shares 115,623 $12.3M 2.51% +2,461 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: 39,335 shares; 2024Q4: 39,306 shares; 2025Q1: 39,496 shares; 2025Q2: 40,056 shares; 2025Q3: 40,264 shares; 2025Q4: 43,233 shares; 2026Q1: 43,896 shares; 2026Q2: 47,042 shares 47,042 $11.2M 2.29% +3,146 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: 22,701 shares; 2024Q4: 22,903 shares; 2025Q1: 23,044 shares; 2025Q2: 23,443 shares; 2025Q3: 34,488 shares; 2025Q4: 33,851 shares; 2026Q1: 27,389 shares; 2026Q2: 27,580 shares 27,580 $10.3M 2.1% +191 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: 18,879 shares; 2024Q4: 23,164 shares; 2025Q1: 23,242 shares; 2025Q2: 23,213 shares; 2025Q3: 23,359 shares; 2025Q4: 21,999 shares; 2026Q1: 23,161 shares; 2026Q2: 24,059 shares 24,059 $8.6M 1.76% +898 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: 17,137 shares; 2024Q4: 18,437 shares; 2025Q1: 18,378 shares; 2025Q2: 17,464 shares; 2025Q3: 17,529 shares; 2025Q4: 17,589 shares; 2026Q1: 18,498 shares; 2026Q2: 19,482 shares 19,482 $8.19M 1.67% +984 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,459 shares; 2024Q4: 193,000 shares; 2025Q1: 187,779 shares; 2025Q2: 238,126 shares; 2025Q3: 251,207 shares; 2025Q4: 268,486 shares; 2026Q1: 291,761 shares; 2026Q2: 343,024 shares 343,024 $7.81M 1.6% +51,263 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,629 shares; 2024Q4: 152,907 shares; 2025Q1: 137,223 shares; 2025Q2: 120,089 shares; 2025Q3: 124,320 shares; 2025Q4: 179,112 shares; 2026Q1: 204,702 shares; 2026Q2: 146,736 shares 146,736 $7.8M 1.59% -57,966 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: 13,271 shares; 2024Q4: 13,282 shares; 2025Q1: 13,319 shares; 2025Q2: 13,378 shares; 2025Q3: 13,441 shares; 2025Q4: 13,484 shares; 2026Q1: 13,770 shares; 2026Q2: 13,849 shares 13,849 $7.8M 1.59% +79 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,528 shares; 2024Q4: 7,544 shares; 2025Q1: 7,559 shares; 2025Q2: 7,545 shares; 2025Q3: 7,575 shares; 2025Q4: 7,595 shares; 2026Q1: 7,558 shares; 2026Q2: 7,561 shares 7,561 $7.65M 1.56% +3 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: 94,809 shares; 2024Q4: 100,417 shares; 2025Q1: 99,182 shares; 2025Q2: 104,144 shares; 2025Q3: 99,258 shares; 2025Q4: 95,607 shares; 2026Q1: 86,768 shares; 2026Q2: 89,572 shares 89,572 $7.42M 1.52% +2,804 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: 18,870 shares; 2024Q4: 18,917 shares; 2025Q1: 18,875 shares; 2025Q2: 19,038 shares; 2025Q3: 19,045 shares; 2025Q4: 17,274 shares; 2026Q1: 19,771 shares; 2026Q2: 20,436 shares 20,436 $7.22M 1.47% +665 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: 13,074 shares; 2024Q4: 13,099 shares; 2025Q1: 13,983 shares; 2025Q2: 14,578 shares; 2025Q3: 14,520 shares; 2025Q4: 18,478 shares; 2026Q1: 19,145 shares; 2026Q2: 19,206 shares 19,206 $6.29M 1.28% +61 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,507 shares; 2025Q4: 31,818 shares; 2026Q1: 42,316 shares; 2026Q2: 85,123 shares 85,123 $6.21M 1.27% +42,807 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: 17,219 shares; 2024Q4: 17,139 shares; 2025Q1: 11,423 shares; 2025Q2: 7,258 shares; 2025Q3: 7,556 shares; 2025Q4: 5,955 shares; 2026Q1: 6,543 shares; 2026Q2: 7,862 shares 7,862 $5.79M 1.18% +1,319 Timeline CLIP 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: 59,127 shares; 2024Q4: 55,283 shares; 2025Q1: 68,565 shares; 2025Q2: 67,149 shares; 2025Q3: 61,112 shares; 2025Q4: 59,886 shares; 2026Q1: 62,427 shares; 2026Q2: 57,284 shares 57,284 $5.75M 1.17% -5,143 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: 6,980 shares; 2024Q4: 6,624 shares; 2025Q1: 6,530 shares; 2025Q2: 5,993 shares; 2025Q3: 5,610 shares; 2025Q4: 5,691 shares; 2026Q1: 5,562 shares; 2026Q2: 46,125 shares 46,125 $5.51M 1.13% +40,563 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: 45,708 shares; 2024Q4: 62,733 shares; 2025Q1: 61,331 shares; 2025Q2: 62,821 shares; 2025Q3: 63,102 shares; 2025Q4: 64,071 shares; 2026Q1: 72,742 shares; 2026Q2: 74,761 shares 74,761 $5.33M 1.09% +2,019 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: 9,748 shares; 2024Q4: 10,633 shares; 2025Q1: 10,638 shares; 2025Q2: 10,411 shares; 2025Q3: 10,265 shares; 2025Q4: 10,114 shares; 2026Q1: 9,794 shares; 2026Q2: 10,471 shares 10,471 $5.24M 1.07% +677 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: 118 shares; 2024Q4: 98 shares; 2025Q1: 152 shares; 2025Q2: 130 shares; 2025Q3: 166 shares; 2025Q4: 8,286 shares; 2026Q1: 8,395 shares; 2026Q2: 8,440 shares 8,440 $4.9M 1% +45 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,298 shares; 2024Q4: 7,893 shares; 2025Q1: 6,138 shares; 2025Q2: 3,989 shares; 2025Q3: 3,859 shares; 2025Q4: 4,485 shares; 2026Q1: 6,246 shares; 2026Q2: 35,537 shares 35,537 $4.41M 0.9% +29,291 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,507 shares; 2024Q4: 66,427 shares; 2025Q1: 62,803 shares; 2025Q2: 59,051 shares; 2025Q3: 58,103 shares; 2025Q4: 63,151 shares; 2026Q1: 63,622 shares; 2026Q2: 74,269 shares 74,269 $3.79M 0.77% +10,647 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: 7,642 shares; 2024Q4: 7,569 shares; 2025Q1: 7,481 shares; 2025Q2: 7,584 shares; 2025Q3: 7,433 shares; 2025Q4: 3,956 shares; 2026Q1: 3,920 shares; 2026Q2: 3,831 shares 3,831 $3.58M 0.73% -89 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: 4,977 shares; 2024Q4: 4,922 shares; 2025Q1: 4,666 shares; 2025Q2: 5,052 shares; 2025Q3: 6,368 shares; 2025Q4: 7,644 shares; 2026Q1: 8,449 shares; 2026Q2: 9,160 shares 9,160 $3.39M 0.69% +711 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: 33,756 shares; 2024Q4: 34,952 shares; 2025Q1: 41,027 shares; 2025Q2: 41,232 shares; 2025Q3: 41,759 shares; 2025Q4: 42,508 shares; 2026Q1: 41,459 shares; 2026Q2: 41,162 shares 41,162 $3.11M 0.63% -297 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: 7,545 shares; 2024Q4: 7,235 shares; 2025Q1: 6,954 shares; 2025Q2: 6,830 shares; 2025Q3: 7,173 shares; 2025Q4: 6,954 shares; 2026Q1: 9,197 shares; 2026Q2: 9,267 shares 9,267 $2.81M 0.57% +70 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: 9,162 shares; 2024Q4: 8,490 shares; 2025Q1: 8,305 shares; 2025Q2: 9,058 shares; 2025Q3: 9,003 shares; 2025Q4: 8,828 shares; 2026Q1: 6,328 shares; 2026Q2: 7,524 shares 7,524 $2.77M 0.57% +1,196 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: 704 shares; 2024Q4: 527 shares; 2025Q1: 1,435 shares; 2025Q2: 1,450 shares; 2025Q3: 622 shares; 2025Q4: 1,305 shares; 2026Q1: 30,152 shares; 2026Q2: 28,957 shares 28,957 $2.65M 0.54% -1,195 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,518 shares; 2025Q3: 6,288 shares; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares; 2026Q2: 46,505 shares 46,505 $2.63M 0.54% +44,002 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,029 shares; 2024Q4: 71,530 shares; 2025Q1: 71,694 shares; 2025Q2: 75,581 shares; 2025Q3: 74,432 shares; 2025Q4: 69,785 shares; 2026Q1: 74,169 shares; 2026Q2: 76,459 shares 76,459 $2.44M 0.5% +2,290 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,755 shares; 2026Q2: 41,755 shares 41,755 $2.33M 0.48% 0 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: 13,654 shares; 2024Q4: 15,764 shares; 2025Q1: 15,872 shares; 2025Q2: 15,704 shares; 2025Q3: 15,728 shares; 2025Q4: 15,731 shares; 2026Q1: 15,749 shares; 2026Q2: 15,788 shares 15,788 $2.31M 0.47% +39 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: 2,360 shares; 2024Q4: 2,362 shares; 2025Q1: 2,135 shares; 2025Q2: 2,325 shares; 2025Q3: 2,274 shares; 2025Q4: 2,231 shares; 2026Q1: 4,441 shares; 2026Q2: 3,078 shares 3,078 $2.3M 0.47% -1,363 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: 5,823 shares; 2024Q4: 5,848 shares; 2025Q1: 5,849 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,854 shares; 2026Q1: 5,878 shares; 2026Q2: 6,254 shares 6,254 $2.12M 0.43% +376 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,999 shares; 2024Q4: 446,293 shares; 2025Q1: 493,859 shares; 2025Q2: 507,322 shares; 2025Q3: 448,028 shares; 2025Q4: 521,073 shares; 2026Q1: 733,716 shares; 2026Q2: 40,191 shares 40,191 $2.03M 0.41% -693,525 Timeline WSML 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: 19,078 shares; 2026Q2: 57,455 shares 57,455 $2.03M 0.41% +38,377 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: 4,569 shares; 2024Q4: 4,575 shares; 2025Q1: 4,583 shares; 2025Q2: 4,602 shares; 2025Q3: 4,654 shares; 2025Q4: 4,648 shares; 2026Q1: 4,659 shares; 2026Q2: 4,668 shares 4,668 $1.99M 0.41% +9 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: 2,334 shares; 2024Q4: 2,321 shares; 2025Q1: 2,319 shares; 2025Q2: 2,368 shares; 2025Q3: 2,575 shares; 2025Q4: 2,376 shares; 2026Q1: 1,834 shares; 2026Q2: 1,839 shares 1,839 $1.77M 0.36% +5 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: 35,992 shares; 2024Q4: 36,118 shares; 2025Q1: 36,287 shares; 2025Q2: 36,126 shares; 2025Q3: 40,281 shares; 2025Q4: 36,488 shares; 2026Q1: 35,086 shares; 2026Q2: 34,812 shares 34,812 $1.76M 0.36% -274 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: 327 shares; 2024Q4: 314 shares; 2025Q1: 804 shares; 2025Q2: 678 shares; 2025Q3: 688 shares; 2025Q4: 692 shares; 2026Q1: 1,418 shares; 2026Q2: 2,325 shares 2,325 $1.74M 0.35% +907 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,065 shares 15,065 $1.51M 0.31% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,189 shares 55,189 $1.33M 0.27% new Timeline SHLD 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: 250 shares; 2025Q2: 3,425 shares; 2025Q3: 12,752 shares; 2025Q4: 22,025 shares; 2026Q1: 23,015 shares; 2026Q2: 21,990 shares 21,990 $1.31M 0.27% -1,025 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: 943 shares; 2024Q4: 1,190 shares; 2025Q1: 1,254 shares; 2025Q2: 1,031 shares; 2025Q3: 1,122 shares; 2025Q4: 1,489 shares; 2026Q1: 2,330 shares; 2026Q2: 2,427 shares 2,427 $1.16M 0.24% +97 Timeline BILS 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: 3,843 shares; 2024Q4: 3,203 shares; 2025Q1: 1,821 shares; 2025Q2: 1,791 shares; 2025Q3: 867 shares; 2025Q4: 870 shares; 2026Q1: 15,339 shares; 2026Q2: 11,302 shares 11,302 $1.12M 0.23% -4,037 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 27,285 shares; 2026Q1: 27,393 shares; 2026Q2: 27,308 shares 27,308 $1.12M 0.23% -85 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: 21,949 shares; 2024Q4: 21,761 shares; 2025Q1: 20,496 shares; 2025Q2: 20,051 shares; 2025Q3: 17,802 shares; 2025Q4: 9,046 shares; 2026Q1: 6,199 shares; 2026Q2: 6,186 shares 6,186 $1.11M 0.23% -13 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: 1,354 shares; 2024Q4: 3,041 shares; 2025Q1: 2,677 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,771 shares; 2026Q1: 2,671 shares; 2026Q2: 39,894 shares 39,894 $1.11M 0.23% +37,223 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: 360 shares; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,461 shares 35,461 $1.04M 0.21% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares; 2026Q2: 1,469 shares 1,469 $964K 0.2% +986 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: 59 shares; 2024Q4: 16 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 38 shares; 2025Q4: 25 shares; 2026Q1: 322 shares; 2026Q2: 1,739 shares 1,739 $864K 0.18% +1,417 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: 33 shares; 2024Q4: 46 shares; 2025Q1: 52 shares; 2025Q2: 70 shares; 2025Q3: 132 shares; 2025Q4: 146 shares; 2026Q1: 397 shares; 2026Q2: 715 shares 715 $840K 0.17% +318 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 32 shares; 2026Q2: 3,420 shares 3,420 $827K 0.17% +3,388 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: 10,158 shares; 2024Q4: 11,146 shares; 2025Q1: 11,148 shares; 2025Q2: 11,187 shares; 2025Q3: 11,189 shares; 2025Q4: 1,197 shares; 2026Q1: 1,296 shares; 2026Q2: 4,252 shares 4,252 $786K 0.16% +2,956 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: 259 shares; 2024Q4: 270 shares; 2025Q1: 341 shares; 2025Q2: 674 shares; 2025Q3: 825 shares; 2025Q4: 1,135 shares; 2026Q1: 1,742 shares; 2026Q2: 2,046 shares 2,046 $773K 0.16% +304 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: 1,405 shares; 2024Q4: 1,351 shares; 2025Q1: 1,554 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,902 shares; 2026Q1: 2,283 shares; 2026Q2: 3,520 shares 3,520 $767K 0.16% +1,237 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: 325 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,438 shares; 2026Q2: 3,538 shares 3,538 $753K 0.15% +1,100 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,250 shares; 2025Q4: 875 shares; 2026Q1: not reported; 2026Q2: 14,029 shares 14,029 $750K 0.15% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,555 shares; 2026Q2: 8,247 shares 8,247 $747K 0.15% +1,692 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: 67 shares; 2024Q4: 89 shares; 2025Q1: 208 shares; 2025Q2: 244 shares; 2025Q3: 507 shares; 2025Q4: 600 shares; 2026Q1: 638 shares; 2026Q2: 1,869 shares 1,869 $699K 0.14% +1,231 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 16,551 shares 16,551 $693K 0.14% 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: 14,375 shares; 2024Q4: 28,776 shares; 2025Q1: 28,764 shares; 2025Q2: 28,783 shares; 2025Q3: 28,766 shares; 2025Q4: 199 shares; 2026Q1: 1,985 shares; 2026Q2: 2,030 shares 2,030 $692K 0.14% +45 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 31,891 shares 31,891 $662K 0.14% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,084 shares; 2024Q4: 21,981 shares; 2025Q1: 32,577 shares; 2025Q2: 35,182 shares; 2025Q3: 35,951 shares; 2025Q4: 38,083 shares; 2026Q1: 48,630 shares; 2026Q2: 51,037 shares 51,037 $576K 0.12% +2,407 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 24,098 shares 24,098 $571K 0.12% 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: 898 shares; 2024Q4: 876 shares; 2025Q1: 847 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 834 shares; 2026Q1: 870 shares; 2026Q2: 1,017 shares 1,017 $531K 0.11% +147 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 72 shares; 2026Q1: 12 shares; 2026Q2: 2,650 shares 2,650 $505K 0.1% +2,638 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 2,457 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 4,412 shares; 2025Q4: 9,611 shares; 2026Q1: 9,784 shares; 2026Q2: 10,071 shares 10,071 $457K 0.09% +287 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: 255 shares; 2024Q4: 298 shares; 2025Q1: 502 shares; 2025Q2: 402 shares; 2025Q3: 314 shares; 2025Q4: 319 shares; 2026Q1: 342 shares; 2026Q2: 366 shares 366 $423K 0.09% +24 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: 193 shares; 2024Q4: 166 shares; 2025Q1: 252 shares; 2025Q2: 277 shares; 2025Q3: 441 shares; 2025Q4: 605 shares; 2026Q1: 661 shares; 2026Q2: 1,635 shares 1,635 $415K 0.08% +974 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: 1,857 shares; 2024Q4: 1,734 shares; 2025Q1: 1,700 shares; 2025Q2: 1,706 shares; 2025Q3: 1,712 shares; 2025Q4: 1,718 shares; 2026Q1: 2,005 shares; 2026Q2: 1,704 shares 1,704 $413K 0.08% -301 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,411 shares; 2024Q4: 11,411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,649 shares; 2026Q2: 16,421 shares 16,421 $393K 0.08% -4,228 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 507 shares; 2025Q3: 514 shares; 2025Q4: 457 shares; 2026Q1: 585 shares; 2026Q2: 1,477 shares 1,477 $385K 0.08% +892 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 900 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $382K 0.08% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,560 shares 7,560 $376K 0.08% new 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 392 shares; 2025Q3: 2,838 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares; 2026Q2: 6,508 shares 6,508 $349K 0.07% +2,120 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: 6,858 shares; 2025Q1: 6,891 shares; 2025Q2: 6,240 shares; 2025Q3: 6,288 shares; 2025Q4: 6,306 shares; 2026Q1: 6,336 shares; 2026Q2: 5,893 shares 5,893 $340K 0.07% -443 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 2,380 shares; 2025Q3: 2,561 shares; 2025Q4: 2,823 shares; 2026Q1: 2,738 shares; 2026Q2: 3,858 shares 3,858 $315K 0.06% +1,120 Timeline SCHA 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: 180 shares; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,701 shares 8,701 $314K 0.06% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 5,376 shares; 2025Q1: 3,712 shares; 2025Q2: 3,473 shares; 2025Q3: 2,009 shares; 2025Q4: 2,027 shares; 2026Q1: 2,971 shares; 2026Q2: 3,049 shares 3,049 $307K 0.06% +78 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: 693 shares; 2024Q4: 710 shares; 2025Q1: 731 shares; 2025Q2: 762 shares; 2025Q3: 730 shares; 2025Q4: 1,390 shares; 2026Q1: 1,807 shares; 2026Q2: 4,260 shares 4,260 $304K 0.06% +2,453 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,224 shares 8,224 $303K 0.06% 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: 15,195 shares; 2024Q4: 15,308 shares; 2025Q1: 15,560 shares; 2025Q2: 15,561 shares; 2025Q3: 15,667 shares; 2025Q4: 697 shares; 2026Q1: 696 shares; 2026Q2: 3,165 shares 3,165 $303K 0.06% +2,469 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: 290 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 351 shares; 2025Q3: 327 shares; 2025Q4: 229 shares; 2026Q1: 110 shares; 2026Q2: 5,377 shares 5,377 $286K 0.06% +5,267 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,078 shares; 2026Q2: 4,278 shares 4,278 $274K 0.06% +1,200 Timeline SCHE 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: 175 shares; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 7,433 shares 7,433 $270K 0.06% +7,346 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,745 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares; 2026Q2: 1,709 shares 1,709 $267K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 13 shares; 2025Q1: 25 shares; 2025Q2: 31 shares; 2025Q3: 43 shares; 2025Q4: 55 shares; 2026Q1: 161 shares; 2026Q2: 642 shares 642 $262K 0.05% +481 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 0 shares; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $240K 0.05% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $239K 0.05% new Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP 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: 3,761 shares; 2025Q4: 3,786 shares; 2026Q1: 3,817 shares; 2026Q2: 3,841 shares 3,841 $238K 0.05% +24 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: 559 shares; 2024Q4: 643 shares; 2025Q1: 743 shares; 2025Q2: 584 shares; 2025Q3: 636 shares; 2025Q4: 678 shares; 2026Q1: 810 shares; 2026Q2: 1,417 shares 1,417 $235K 0.05% +607 Timeline SPTS 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: not reported; 2026Q2: 8,070 shares 8,070 $234K 0.05% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 923 shares; 2025Q1: 928 shares; 2025Q2: 321 shares; 2025Q3: 275 shares; 2025Q4: 145 shares; 2026Q1: 80 shares; 2026Q2: 920 shares 920 $223K 0.05% +840 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: 1,288 shares 1,288 $220K 0.04% new Timeline GNR 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: not reported; 2026Q1: 3,240 shares; 2026Q2: 3,240 shares 3,240 $218K 0.04% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 45 shares; 2025Q1: 69 shares; 2025Q2: 74 shares; 2025Q3: 117 shares; 2025Q4: 132 shares; 2026Q1: 149 shares; 2026Q2: 180 shares 180 $216K 0.04% +31 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: 491 shares; 2024Q4: 359 shares; 2025Q1: 467 shares; 2025Q2: 497 shares; 2025Q3: 1,002 shares; 2025Q4: 1,009 shares; 2026Q1: 1,080 shares; 2026Q2: 1,106 shares 1,106 $210K 0.04% +26 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: 339 shares; 2024Q4: 599 shares; 2025Q1: 697 shares; 2025Q2: 857 shares; 2025Q3: 884 shares; 2025Q4: 1,035 shares; 2026Q1: 1,283 shares; 2026Q2: 1,750 shares 1,750 $206K 0.04% +467 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: 471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,910 shares; 2026Q2: 2,400 shares 2,400 $205K 0.04% -2,510 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: 157 shares; 2024Q4: 198 shares; 2025Q1: 217 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 328 shares; 2026Q2: 688 shares 688 $205K 0.04% +360 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: 5,936 shares; 2024Q4: 5,962 shares; 2025Q1: 5,986 shares; 2025Q2: 6,006 shares; 2025Q3: 6,056 shares; 2025Q4: 461 shares; 2026Q1: 505 shares; 2026Q2: 565 shares 565 $199K 0.04% +60 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 9,450 shares; 2025Q3: 9,550 shares; 2025Q4: 6,800 shares; 2026Q1: 6,700 shares; 2026Q2: 5,265 shares 5,265 $198K 0.04% -1,435 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: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,079 shares; 2025Q2: 3,090 shares; 2025Q3: 3,131 shares; 2025Q4: 654 shares; 2026Q1: 652 shares; 2026Q2: 707 shares 707 $191K 0.04% +55 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $190K 0.04% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares; 2026Q2: 2,114 shares 2,114 $190K 0.04% 0 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: 600 shares; 2024Q4: 872 shares; 2025Q1: 933 shares; 2025Q2: 1,228 shares; 2025Q3: 1,207 shares; 2025Q4: 1,414 shares; 2026Q1: 1,513 shares; 2026Q2: 1,677 shares 1,677 $190K 0.04% +164 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: 197 shares; 2024Q4: 181 shares; 2025Q1: 242 shares; 2025Q2: 350 shares; 2025Q3: 352 shares; 2025Q4: 340 shares; 2026Q1: 510 shares; 2026Q2: 550 shares 550 $189K 0.04% +40 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: 57 shares; 2024Q4: 53 shares; 2025Q1: 426 shares; 2025Q2: 266 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 955 shares; 2026Q2: 1,347 shares 1,347 $188K 0.04% +392 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 2,302 shares 2,302 $188K 0.04% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 94 shares; 2025Q1: 95 shares; 2025Q2: 130 shares; 2025Q3: 117 shares; 2025Q4: 98 shares; 2026Q1: 152 shares; 2026Q2: 782 shares 782 $186K 0.04% +630 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: not reported; 2026Q1: 545 shares; 2026Q2: 2,884 shares 2,884 $177K 0.04% +2,339 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: 10,669 shares; 2024Q4: 10,549 shares; 2025Q1: 10,738 shares; 2025Q2: 11,218 shares; 2025Q3: 11,143 shares; 2025Q4: 1,755 shares; 2026Q1: 1,790 shares; 2026Q2: 2,175 shares 2,175 $177K 0.04% +385 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,680 shares; 2024Q4: 116,680 shares; 2025Q1: 116,680 shares; 2025Q2: 116,680 shares; 2025Q3: 116,681 shares; 2025Q4: 116,681 shares; 2026Q1: 116,680 shares; 2026Q2: 116,680 shares 116,680 $175K 0.04% 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: 776 shares 776 $174K 0.04% new 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: 776 shares 776 $172K 0.04% new 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: 49 shares; 2024Q4: 60 shares; 2025Q1: 50 shares; 2025Q2: 75 shares; 2025Q3: 78 shares; 2025Q4: 116 shares; 2026Q1: 192 shares; 2026Q2: 221 shares 221 $160K 0.03% +29 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: 738 shares; 2024Q4: 724 shares; 2025Q1: 768 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 453 shares; 2026Q1: 514 shares; 2026Q2: 528 shares 528 $157K 0.03% +14 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $156K 0.03% 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: 4,045 shares; 2024Q4: 4,043 shares; 2025Q1: 4,077 shares; 2025Q2: 4,102 shares; 2025Q3: 4,171 shares; 2025Q4: 167 shares; 2026Q1: 189 shares; 2026Q2: 429 shares 429 $155K 0.03% +240 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: 26 shares; 2024Q4: 31 shares; 2025Q1: 60 shares; 2025Q2: 111 shares; 2025Q3: 139 shares; 2025Q4: 142 shares; 2026Q1: 92 shares; 2026Q2: 549 shares 549 $154K 0.03% +457 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $154K 0.03% new Timeline PWRD 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,199 shares 1,199 $147K 0.03% new 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: 1,841 shares; 2024Q4: 1,879 shares; 2025Q1: 1,974 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,043 shares; 2026Q1: 1,766 shares; 2026Q2: 1,787 shares 1,787 $147K 0.03% +21 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: 1 shares; 2024Q4: 8 shares; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 23 shares; 2025Q4: 43 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $145K 0.03% 0 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 761 shares 761 $141K 0.03% +653 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $138K 0.03% new 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 38 shares; 2025Q3: 146 shares; 2025Q4: 275 shares; 2026Q1: 15 shares; 2026Q2: 870 shares 870 $138K 0.03% +855 Timeline VOX 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: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $137K 0.03% new 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: 3,015 shares; 2024Q4: 3,062 shares; 2025Q1: 3,089 shares; 2025Q2: 3,066 shares; 2025Q3: 3,087 shares; 2025Q4: 64 shares; 2026Q1: 612 shares; 2026Q2: 632 shares 632 $137K 0.03% +20 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: 275 shares; 2024Q4: 307 shares; 2025Q1: 404 shares; 2025Q2: 490 shares; 2025Q3: 535 shares; 2025Q4: 539 shares; 2026Q1: 1,062 shares; 2026Q2: 1,170 shares 1,170 $137K 0.03% +108 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 15,700 shares; 2026Q2: 6,700 shares 6,700 $136K 0.03% -9,000 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 486 shares; 2025Q1: 552 shares; 2025Q2: 556 shares; 2025Q3: 557 shares; 2025Q4: 560 shares; 2026Q1: 561 shares; 2026Q2: 564 shares 564 $131K 0.03% +3 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,407 shares; 2026Q2: 3,222 shares 3,222 $131K 0.03% -185 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: 54 shares; 2024Q4: 120 shares; 2025Q1: 91 shares; 2025Q2: 197 shares; 2025Q3: 244 shares; 2025Q4: 252 shares; 2026Q1: 276 shares; 2026Q2: 734 shares 734 $129K 0.03% +458 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: 69 shares; 2024Q4: 676 shares; 2025Q1: 684 shares; 2025Q2: 672 shares; 2025Q3: 142 shares; 2025Q4: 177 shares; 2026Q1: 254 shares; 2026Q2: 297 shares 297 $129K 0.03% +43 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: 78 shares; 2024Q4: 81 shares; 2025Q1: 93 shares; 2025Q2: 101 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 40 shares; 2026Q2: 424 shares 424 $128K 0.03% +384 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 940 shares; 2025Q1: 896 shares; 2025Q2: 927 shares; 2025Q3: 1,145 shares; 2025Q4: 1,098 shares; 2026Q1: 1,108 shares; 2026Q2: 1,114 shares 1,114 $127K 0.03% +6 Timeline MXF MEXICO FD INC More: the full row for MEXICO FD 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: 5,748 shares 5,748 $126K 0.03% 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: 3,119 shares; 2024Q4: 3,151 shares; 2025Q1: 3,144 shares; 2025Q2: 3,047 shares; 2025Q3: 3,113 shares; 2025Q4: 507 shares; 2026Q1: 823 shares; 2026Q2: 835 shares 835 $122K 0.02% +12 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: 93 shares; 2024Q4: 200 shares; 2025Q1: 219 shares; 2025Q2: 221 shares; 2025Q3: 222 shares; 2025Q4: 258 shares; 2026Q1: 326 shares; 2026Q2: 291 shares 291 $121K 0.02% -35 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: 10,379 shares; 2024Q4: 10,353 shares; 2025Q1: 10,290 shares; 2025Q2: 10,600 shares; 2025Q3: 10,673 shares; 2025Q4: 768 shares; 2026Q1: 954 shares; 2026Q2: 932 shares 932 $120K 0.02% -22 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 79 shares; 2025Q1: 61 shares; 2025Q2: 87 shares; 2025Q3: 96 shares; 2025Q4: 107 shares; 2026Q1: 1,652 shares; 2026Q2: 1,102 shares 1,102 $118K 0.02% -550 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST 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: 3,874 shares 3,874 $118K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 576 shares; 2025Q1: 577 shares; 2025Q2: 570 shares; 2025Q3: 1,182 shares; 2025Q4: 1,189 shares; 2026Q1: 1,285 shares; 2026Q2: 1,242 shares 1,242 $117K 0.02% -43 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $116K 0.02% new 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: 968 shares; 2024Q4: 985 shares; 2025Q1: 971 shares; 2025Q2: 980 shares; 2025Q3: 657 shares; 2025Q4: 631 shares; 2026Q1: 677 shares; 2026Q2: 739 shares 739 $116K 0.02% +62 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 113 shares; 2025Q3: 115 shares; 2025Q4: 28 shares; 2026Q1: 360 shares; 2026Q2: 369 shares 369 $116K 0.02% +9 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: 334 shares; 2024Q4: 844 shares; 2025Q1: 1,157 shares; 2025Q2: 621 shares; 2025Q3: 767 shares; 2025Q4: 801 shares; 2026Q1: 1,113 shares; 2026Q2: 1,953 shares 1,953 $111K 0.02% +840 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 20,982 shares; 2026Q2: 11,500 shares 11,500 $109K 0.02% -9,482 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: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $106K 0.02% 0 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: 81 shares; 2024Q4: 76 shares; 2025Q1: 127 shares; 2025Q2: 144 shares; 2025Q3: 290 shares; 2025Q4: 322 shares; 2026Q1: 347 shares; 2026Q2: 419 shares 419 $106K 0.02% +72 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares; 2026Q1: 2,514 shares; 2026Q2: 2,535 shares 2,535 $106K 0.02% +21 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: 51 shares; 2024Q4: 88 shares; 2025Q1: 84 shares; 2025Q2: 108 shares; 2025Q3: 156 shares; 2025Q4: 171 shares; 2026Q1: 136 shares; 2026Q2: 205 shares 205 $105K 0.02% +69 Timeline VDC 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: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares; 2026Q2: 467 shares 467 $105K 0.02% +421 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 1,837 shares; 2026Q2: 2,079 shares 2,079 $102K 0.02% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares; 2026Q2: 2,982 shares 2,982 $101K 0.02% +698 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: 24 shares; 2024Q4: 211 shares; 2025Q1: 68 shares; 2025Q2: 24 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 79 shares; 2026Q2: 93 shares 93 $99.3K 0.02% +14 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 310 shares; 2025Q2: 321 shares; 2025Q3: 919 shares; 2025Q4: 769 shares; 2026Q1: 333 shares; 2026Q2: 329 shares 329 $98.9K 0.02% -4 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: 2,914 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,329 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $98.7K 0.02% 0 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: 98 shares; 2024Q4: 114 shares; 2025Q1: 367 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 265 shares; 2026Q2: 386 shares 386 $98.6K 0.02% +121 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: 11,478 shares; 2024Q4: 11,479 shares; 2025Q1: 11,548 shares; 2025Q2: 11,583 shares; 2025Q3: 11,584 shares; 2025Q4: 1,231 shares; 2026Q1: 931 shares; 2026Q2: 962 shares 962 $98.3K 0.02% +31 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,252 shares; 2024Q4: 7,506 shares; 2025Q1: 332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $96.4K 0.02% 0 Timeline SHY 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: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 1,165 shares 1,165 $95.7K 0.02% +271 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS 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: not reported; 2026Q1: not reported; 2026Q2: 1,856 shares 1,856 $95.7K 0.02% new Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE 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: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $94.5K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 124 shares; 2025Q1: 3,376 shares; 2025Q2: 2,725 shares; 2025Q3: 684 shares; 2025Q4: 134 shares; 2026Q1: 276 shares; 2026Q2: 280 shares 280 $93.8K 0.02% +4 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 reported; 2024Q4: 703 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 3,527 shares 3,527 $91.5K 0.02% +2,880 Timeline TRUD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,504 shares 3,504 $90.9K 0.02% new 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: 168 shares; 2024Q4: 75 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 104 shares; 2026Q2: 353 shares 353 $89.8K 0.02% +249 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 6,741 shares; 2025Q3: 7,570 shares; 2025Q4: 7,994 shares; 2026Q1: 4,433 shares; 2026Q2: 3,650 shares 3,650 $89.3K 0.02% -783 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: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares; 2026Q2: 896 shares 896 $88.7K 0.02% -1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 56 shares; 2025Q1: 44 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 68 shares; 2026Q2: 1,568 shares 1,568 $88.4K 0.02% +1,500 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 1,500 shares 1,500 $85.2K 0.02% 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: 3,330 shares; 2024Q4: 3,024 shares; 2025Q1: 3,078 shares; 2025Q2: 3,091 shares; 2025Q3: 3,200 shares; 2025Q4: 367 shares; 2026Q1: 408 shares; 2026Q2: 895 shares 895 $82.6K 0.02% +487 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: 13,481 shares; 2024Q4: 13,659 shares; 2025Q1: 13,815 shares; 2025Q2: 13,756 shares; 2025Q3: 13,763 shares; 2025Q4: 769 shares; 2026Q1: 941 shares; 2026Q2: 991 shares 991 $81.9K 0.02% +50 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: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 238 shares 238 $81.7K 0.02% +56 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: 58 shares; 2024Q4: 74 shares; 2025Q1: 88 shares; 2025Q2: 93 shares; 2025Q3: 116 shares; 2025Q4: 127 shares; 2026Q1: 123 shares; 2026Q2: 129 shares 129 $81.6K 0.02% +6 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 892 shares; 2025Q4: 739 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $81.4K 0.02% 0 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: 13 shares; 2024Q4: 38 shares; 2025Q1: 32 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 23 shares; 2026Q1: 330 shares; 2026Q2: 363 shares 363 $81.3K 0.02% +33 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 9 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 333 shares; 2026Q1: 320 shares; 2026Q2: 323 shares 323 $80.7K 0.02% +3 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 695 shares; 2026Q1: 526 shares; 2026Q2: 544 shares 544 $80.7K 0.02% +18 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 45 shares; 2026Q1: 37 shares; 2026Q2: 244 shares 244 $77.5K 0.02% +207 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: 142 shares; 2024Q4: 174 shares; 2025Q1: 314 shares; 2025Q2: 309 shares; 2025Q3: 418 shares; 2025Q4: 423 shares; 2026Q1: 436 shares; 2026Q2: 553 shares 553 $77.4K 0.02% +117 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: 118 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 97 shares; 2026Q2: 323 shares 323 $76.4K 0.02% +226 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: 51 shares; 2025Q4: 49 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $75.8K 0.02% 0 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: 58 shares; 2024Q4: 63 shares; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 590 shares; 2025Q4: 607 shares; 2026Q1: 617 shares; 2026Q2: 596 shares 596 $74.2K 0.02% -21 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: 181 shares; 2024Q4: 225 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 354 shares; 2025Q4: 361 shares; 2026Q1: 425 shares; 2026Q2: 410 shares 410 $74.1K 0.02% -15 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: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $73.5K 0.02% new 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: 227 shares; 2024Q4: 262 shares; 2025Q1: 310 shares; 2025Q2: 293 shares; 2025Q3: 487 shares; 2025Q4: 573 shares; 2026Q1: 758 shares; 2026Q2: 827 shares 827 $72.6K 0.01% +69 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: 75 shares; 2024Q4: 164 shares; 2025Q1: 129 shares; 2025Q2: 140 shares; 2025Q3: 231 shares; 2025Q4: 279 shares; 2026Q1: 327 shares; 2026Q2: 468 shares 468 $71K 0.01% +141 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 43 shares; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 61 shares; 2025Q4: 55 shares; 2026Q1: 324 shares; 2026Q2: 319 shares 319 $69.7K 0.01% -5 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 50 shares; 2026Q2: 85 shares 85 $67.6K 0.01% +35 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 489 shares; 2025Q1: 524 shares; 2025Q2: 547 shares; 2025Q3: 583 shares; 2025Q4: 588 shares; 2026Q1: 523 shares; 2026Q2: 515 shares 515 $66K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $64.9K 0.01% 0 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: 9,874 shares; 2024Q4: 9,760 shares; 2025Q1: 10,003 shares; 2025Q2: 9,969 shares; 2025Q3: 10,011 shares; 2025Q4: 600 shares; 2026Q1: 629 shares; 2026Q2: 664 shares 664 $63.9K 0.01% +35 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 59 shares; 2026Q2: 746 shares 746 $61.3K 0.01% +687 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 1,034 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $60.4K 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: 314 shares 314 $59.4K 0.01% new 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: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 3,140 shares; 2026Q2: 3,140 shares 3,140 $59.3K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 500 shares 500 $58.7K 0.01% -1 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: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 989 shares; 2025Q3: 633 shares; 2025Q4: 625 shares; 2026Q1: 183 shares; 2026Q2: 653 shares 653 $57.4K 0.01% +470 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,108 shares 5,108 $57K 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 86 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 148 shares; 2026Q2: 509 shares 509 $56.9K 0.01% +361 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,601 shares; 2024Q4: 1,147 shares; 2025Q1: 1,463 shares; 2025Q2: 913 shares; 2025Q3: 969 shares; 2025Q4: 1,147 shares; 2026Q1: 3,140 shares; 2026Q2: 2,356 shares 2,356 $56.7K 0.01% -784 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: 3,468 shares; 2024Q4: 3,541 shares; 2025Q1: 3,562 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 292 shares; 2026Q1: 426 shares; 2026Q2: 446 shares 446 $56.3K 0.01% +20 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 94 shares; 2025Q3: 160 shares; 2025Q4: 161 shares; 2026Q1: 201 shares; 2026Q2: 216 shares 216 $56.3K 0.01% +15 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 1,480 shares 1,480 $56.2K 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: 28 shares; 2024Q4: 26 shares; 2025Q1: 50 shares; 2025Q2: 33 shares; 2025Q3: 52 shares; 2025Q4: 41 shares; 2026Q1: 101 shares; 2026Q2: 108 shares 108 $56.1K 0.01% +7 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: 6,589 shares; 2024Q4: 164 shares; 2025Q1: 327 shares; 2025Q2: 319 shares; 2025Q3: 337 shares; 2025Q4: 344 shares; 2026Q1: 354 shares; 2026Q2: 542 shares 542 $56.1K 0.01% +188 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: 38 shares; 2024Q4: 21 shares; 2025Q1: 29 shares; 2025Q2: 26 shares; 2025Q3: 59 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 109 shares 109 $54.7K 0.01% +41 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $54.5K 0.01% 0 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: 325 shares; 2024Q4: 395 shares; 2025Q1: 465 shares; 2025Q2: 574 shares; 2025Q3: 572 shares; 2025Q4: 630 shares; 2026Q1: 569 shares; 2026Q2: 593 shares 593 $53.8K 0.01% +24 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 3,463 shares; 2026Q2: 1,005 shares 1,005 $52.7K 0.01% -2,458 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,152 shares; 2025Q1: 2,130 shares; 2025Q2: 2,088 shares; 2025Q3: 2,080 shares; 2025Q4: 1,380 shares; 2026Q1: 1,489 shares; 2026Q2: 2,894 shares 2,894 $52.3K 0.01% +1,405 Timeline TRUC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,093 shares 2,093 $52K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 559 shares; 2025Q4: 560 shares; 2026Q1: 541 shares; 2026Q2: 957 shares 957 $51.9K 0.01% +416 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: 6 shares; 2024Q4: 23 shares; 2025Q1: 204 shares; 2025Q2: 351 shares; 2025Q3: 165 shares; 2025Q4: 195 shares; 2026Q1: 362 shares; 2026Q2: 129 shares 129 $51.3K 0.01% -233 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: 81 shares; 2024Q4: 133 shares; 2025Q1: 175 shares; 2025Q2: 191 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 192 shares; 2026Q2: 240 shares 240 $50.3K 0.01% +48 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 2,094 shares 2,094 $49.8K 0.01% new 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: 89 shares; 2024Q4: 112 shares; 2025Q1: 99 shares; 2025Q2: 115 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 184 shares; 2026Q2: 202 shares 202 $49.8K 0.01% +18 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: 15 shares; 2024Q4: 23 shares; 2025Q1: 34 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 126 shares; 2026Q2: 114 shares 114 $49.2K 0.01% -12 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: 1,327 shares; 2024Q4: 1,336 shares; 2025Q1: 998 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $49.1K 0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $48.6K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 99 shares; 2025Q1: 79 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 2,031 shares 2,031 $48.6K 0.01% +2,005 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $48.2K 0.01% 0 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: 102 shares; 2024Q4: 59 shares; 2025Q1: 63 shares; 2025Q2: 61 shares; 2025Q3: 103 shares; 2025Q4: 106 shares; 2026Q1: 125 shares; 2026Q2: 152 shares 152 $47.8K 0.01% +27 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: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 21 shares 21 $47.7K 0.01% +8 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 157 shares; 2026Q2: 219 shares 219 $47.3K 0.01% +62 Timeline GOP TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares; 2026Q2: 1,036 shares 1,036 $46.5K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares; 2026Q2: 1,000 shares 1,000 $46.2K 0.01% -119 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: 590 shares; 2024Q4: 190 shares; 2025Q1: 326 shares; 2025Q2: 392 shares; 2025Q3: 400 shares; 2025Q4: 421 shares; 2026Q1: 517 shares; 2026Q2: 477 shares 477 $44.6K 0.01% -40 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: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $44.4K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $44.2K 0.01% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,527 shares; 2024Q4: 1,927 shares; 2025Q1: 1,661 shares; 2025Q2: 1,627 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $44.1K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 515 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 399 shares 399 $44K 0.01% -3 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $43.9K 0.01% new Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,129 shares 2,129 $43.9K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $43.6K 0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $43.3K 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $42.8K 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: 63 shares; 2024Q4: 71 shares; 2025Q1: 66 shares; 2025Q2: 74 shares; 2025Q3: 81 shares; 2025Q4: 74 shares; 2026Q1: 81 shares; 2026Q2: 87 shares 87 $42.7K 0.01% +6 Timeline XJR 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: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $42.7K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares; 2026Q2: 2,021 shares 2,021 $42.7K 0.01% +20 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: 36 shares; 2024Q4: 45 shares; 2025Q1: 51 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 79 shares; 2026Q1: 83 shares; 2026Q2: 128 shares 128 $42.3K 0.01% +45 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: 31 shares; 2024Q4: 22 shares; 2025Q1: 47 shares; 2025Q2: 102 shares; 2025Q3: 300 shares; 2025Q4: 395 shares; 2026Q1: 433 shares; 2026Q2: 456 shares 456 $41.8K 0.01% +23 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 42 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 65 shares 65 $41.6K 0.01% +42 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 25 shares; 2025Q2: 20 shares; 2025Q3: 28 shares; 2025Q4: 12 shares; 2026Q1: 60 shares; 2026Q2: 119 shares 119 $41K 0.01% +59 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 102 shares 102 $40.9K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 825 shares; 2025Q1: 931 shares; 2025Q2: 1,450 shares; 2025Q3: 1,241 shares; 2025Q4: 1,210 shares; 2026Q1: 1,660 shares; 2026Q2: 1,974 shares 1,974 $40.9K 0.01% +314 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: 10,200 shares; 2024Q4: 10,193 shares; 2025Q1: 10,215 shares; 2025Q2: 10,295 shares; 2025Q3: 10,296 shares; 2025Q4: 229 shares; 2026Q1: 248 shares; 2026Q2: 332 shares 332 $40.8K 0.01% +84 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 93 shares; 2025Q1: 62 shares; 2025Q2: 133 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 422 shares; 2026Q2: 438 shares 438 $40.6K 0.01% +16 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: 73 shares; 2024Q4: 27 shares; 2025Q1: 48 shares; 2025Q2: 42 shares; 2025Q3: 47 shares; 2025Q4: 237 shares; 2026Q1: 227 shares; 2026Q2: 197 shares 197 $40.4K 0.01% -30 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 650 shares; 2026Q2: 400 shares 400 $39.8K 0.01% -250 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 625 shares; 2025Q3: 353 shares; 2025Q4: 426 shares; 2026Q1: 436 shares; 2026Q2: 414 shares 414 $39.7K 0.01% -22 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: 139 shares; 2024Q4: 66 shares; 2025Q1: 159 shares; 2025Q2: 290 shares; 2025Q3: 258 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 253 shares 253 $39.6K 0.01% -10 Timeline VDE 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: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $39.6K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $39.6K 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: 88 shares; 2024Q4: 233 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 467 shares; 2025Q4: 477 shares; 2026Q1: 422 shares; 2026Q2: 416 shares 416 $39.6K 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $39.5K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $39K 0.01% 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: 10 shares; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: 34 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 47 shares; 2026Q2: 51 shares 51 $38.9K 0.01% +4 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $38.7K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 39 shares; 2025Q1: 45 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 60 shares; 2026Q1: 66 shares; 2026Q2: 108 shares 108 $38.3K 0.01% +42 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: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 214 shares 214 $38.1K 0.01% +211 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 96 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 118 shares; 2025Q4: 207 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $38.1K 0.01% 0 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: 75 shares; 2024Q4: 100 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 143 shares; 2025Q4: 155 shares; 2026Q1: 147 shares; 2026Q2: 167 shares 167 $38K 0.01% +20 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: 36 shares; 2024Q4: 63 shares; 2025Q1: 174 shares; 2025Q2: 165 shares; 2025Q3: 633 shares; 2025Q4: 507 shares; 2026Q1: 501 shares; 2026Q2: 515 shares 515 $37.8K 0.01% +14 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 103 shares; 2025Q1: 113 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 127 shares; 2026Q1: 132 shares; 2026Q2: 138 shares 138 $37.3K 0.01% +6 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $36.8K 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: 594 shares; 2024Q4: 680 shares; 2025Q1: 1,289 shares; 2025Q2: 1,333 shares; 2025Q3: 1,766 shares; 2025Q4: 1,873 shares; 2026Q1: 1,862 shares; 2026Q2: 1,847 shares 1,847 $36.7K 0.01% -15 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: 83 shares; 2024Q4: 30 shares; 2025Q1: 51 shares; 2025Q2: 31 shares; 2025Q3: 63 shares; 2025Q4: 76 shares; 2026Q1: 70 shares; 2026Q2: 166 shares 166 $36.7K 0.01% +96 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: 10,109 shares; 2024Q4: 10,065 shares; 2025Q1: 10,134 shares; 2025Q2: 10,192 shares; 2025Q3: 10,387 shares; 2025Q4: 431 shares; 2026Q1: 436 shares; 2026Q2: 440 shares 440 $36.7K 0.01% +4 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: 88 shares; 2024Q4: 135 shares; 2025Q1: 167 shares; 2025Q2: 207 shares; 2025Q3: 345 shares; 2025Q4: 359 shares; 2026Q1: 470 shares; 2026Q2: 507 shares 507 $36.5K 0.01% +37 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: 10 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 16 shares; 2026Q2: 79 shares 79 $36.3K 0.01% +63 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: 2,238 shares; 2024Q4: 2,159 shares; 2025Q1: 2,368 shares; 2025Q2: 2,352 shares; 2025Q3: 2,578 shares; 2025Q4: 421 shares; 2026Q1: 480 shares; 2026Q2: 463 shares 463 $35.9K 0.01% -17 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 297 shares; 2025Q1: 325 shares; 2025Q2: 301 shares; 2025Q3: 306 shares; 2025Q4: 310 shares; 2026Q1: 447 shares; 2026Q2: 479 shares 479 $35.6K 0.01% +32 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 285 shares 285 $35.2K 0.01% +210 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: 350 shares; 2025Q4: 350 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $35.1K 0.01% 0 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: 162 shares; 2024Q4: 158 shares; 2025Q1: 221 shares; 2025Q2: 159 shares; 2025Q3: 160 shares; 2025Q4: 250 shares; 2026Q1: 270 shares; 2026Q2: 258 shares 258 $35K 0.01% -12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $34.8K 0.01% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY 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: 350 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,370 shares 4,370 $34.4K 0.01% +120 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE 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: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $34.2K 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: 68 shares; 2024Q4: 56 shares; 2025Q1: 164 shares; 2025Q2: 173 shares; 2025Q3: 148 shares; 2025Q4: 243 shares; 2026Q1: 339 shares; 2026Q2: 327 shares 327 $34K 0.01% -12 Timeline ACWI 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: 214 shares 214 $33.6K 0.01% new 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: 18,387 shares; 2024Q4: 18,117 shares; 2025Q1: 17,284 shares; 2025Q2: 16,611 shares; 2025Q3: 15,199 shares; 2025Q4: 12,891 shares; 2026Q1: 10,503 shares; 2026Q2: 264 shares 264 $33.3K 0.01% -10,239 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: not reported; 2026Q2: 1,491 shares 1,491 $33.3K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 336 shares; 2025Q1: 305 shares; 2025Q2: 336 shares; 2025Q3: 103 shares; 2025Q4: 112 shares; 2026Q1: 832 shares; 2026Q2: 771 shares 771 $33.3K 0.01% -61 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: 1,138 shares; 2025Q2: 1,212 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,258 shares; 2026Q2: 1,238 shares 1,238 $33.3K 0.01% -20 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 243 shares; 2025Q1: 258 shares; 2025Q2: 260 shares; 2025Q3: 266 shares; 2025Q4: 268 shares; 2026Q1: 346 shares; 2026Q2: 292 shares 292 $33K 0.01% -54 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: 4,865 shares; 2024Q4: 4,879 shares; 2025Q1: 4,888 shares; 2025Q2: 4,865 shares; 2025Q3: 4,866 shares; 2025Q4: 33 shares; 2026Q1: 77 shares; 2026Q2: 147 shares 147 $32.8K 0.01% +70 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $32.7K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $32.4K 0.01% 0 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: 101 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 238 shares; 2026Q1: 218 shares; 2026Q2: 237 shares 237 $32.4K 0.01% +19 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: 62 shares; 2024Q4: 57 shares; 2025Q1: 116 shares; 2025Q2: 43 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 103 shares; 2026Q2: 119 shares 119 $32.3K 0.01% +16 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $32.3K 0.01% 0 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: 44 shares; 2025Q1: 26 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 130 shares; 2026Q1: 172 shares; 2026Q2: 190 shares 190 $32.3K 0.01% +18 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $32K 0.01% new 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: 5 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 24 shares; 2025Q4: 31 shares; 2026Q1: 57 shares; 2026Q2: 61 shares 61 $31.4K 0.01% +4 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: 41 shares; 2024Q4: 80 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 165 shares; 2026Q2: 217 shares 217 $31.4K 0.01% +52 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: 12,118 shares; 2024Q4: 10,576 shares; 2025Q1: 294 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 466 shares; 2026Q2: 407 shares 407 $31.4K 0.01% -59 Timeline OKLO OKLO INC More: the full row for OKLO 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: 598 shares 598 $31.3K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 353 shares 353 $31.3K 0.01% +314 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES 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: 112 shares; 2026Q2: 112 shares 112 $30.9K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 20 shares; 2025Q1: 27 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 79 shares; 2026Q1: 43 shares; 2026Q2: 472 shares 472 $30.2K 0.01% +429 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $30.2K 0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 532 shares; 2025Q1: 162 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 667 shares 667 $30.1K 0.01% -7 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: 11 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 45 shares; 2026Q2: 47 shares 47 $30K 0.01% +2 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT 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: 3,538 shares 3,538 $29.8K 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: 7 shares; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 24 shares; 2026Q1: 28 shares; 2026Q2: 39 shares 39 $29.5K 0.01% +11 Timeline HAVERTY FURNITURE COS INC HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE 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: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $29.4K 0.01% 0 DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 23 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 186 shares; 2025Q4: 174 shares; 2026Q1: 256 shares; 2026Q2: 232 shares 232 $29.4K 0.01% -24 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 282 shares; 2026Q2: 286 shares 286 $29.1K 0.01% +4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 34 shares; 2025Q1: 45 shares; 2025Q2: 42 shares; 2025Q3: 67 shares; 2025Q4: 63 shares; 2026Q1: 96 shares; 2026Q2: 116 shares 116 $28.9K 0.01% +20 Timeline XHB 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: not reported; 2026Q2: 250 shares 250 $28.9K 0.01% new 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: 631 shares; 2024Q4: 565 shares; 2025Q1: 410 shares; 2025Q2: 342 shares; 2025Q3: 491 shares; 2025Q4: 478 shares; 2026Q1: 583 shares; 2026Q2: 606 shares 606 $28.8K 0.01% +23 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: 40 shares; 2024Q4: 41 shares; 2025Q1: 74 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: 47 shares; 2026Q1: 66 shares; 2026Q2: 72 shares 72 $28.6K 0.01% +6 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: 33 shares; 2024Q4: 73 shares; 2025Q1: 129 shares; 2025Q2: 79 shares; 2025Q3: 196 shares; 2025Q4: 229 shares; 2026Q1: 303 shares; 2026Q2: 297 shares 297 $28.2K 0.01% -6 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $28.2K 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: 20,390 shares; 2024Q4: 20,428 shares; 2025Q1: 20,320 shares; 2025Q2: 20,384 shares; 2025Q3: 20,688 shares; 2025Q4: 566 shares; 2026Q1: 919 shares; 2026Q2: 661 shares 661 $28K 0.01% -258 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: 126 shares; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 574 shares; 2025Q3: 842 shares; 2025Q4: 905 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $27.9K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $27.8K 0.01% new Timeline DFUV 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: 498 shares; 2026Q2: 498 shares 498 $27.4K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,490 shares 5,490 $27.4K 0.01% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD 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: 330 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares; 2026Q2: 3,835 shares 3,835 $27.3K 0.01% +105 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $27.3K 0.01% new Timeline XAR 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: not reported; 2026Q2: 95 shares 95 $27K 0.01% new 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: 40 shares; 2024Q4: 47 shares; 2025Q1: 475 shares; 2025Q2: 498 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 514 shares 514 $26.9K 0.01% -11 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 222 shares; 2025Q1: 262 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 274 shares; 2026Q1: 276 shares; 2026Q2: 357 shares 357 $26.5K 0.01% +81 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 480 shares; 2025Q1: 482 shares; 2025Q2: 486 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $26.4K 0.01% 0 Timeline QQQD 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: 700 shares; 2026Q2: 2,000 shares 2,000 $26.4K 0.01% +1,300 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: 8,468 shares; 2024Q4: 8,591 shares; 2025Q1: 8,678 shares; 2025Q2: 8,591 shares; 2025Q3: 8,599 shares; 2025Q4: 200 shares; 2026Q1: 202 shares; 2026Q2: 419 shares 419 $26.3K 0.01% +217 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: 241 shares; 2024Q4: 318 shares; 2025Q1: 256 shares; 2025Q2: 388 shares; 2025Q3: 397 shares; 2025Q4: 410 shares; 2026Q1: 594 shares; 2026Q2: 436 shares 436 $26.3K 0.01% -158 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: 173 shares; 2024Q4: 717 shares; 2025Q1: 622 shares; 2025Q2: 725 shares; 2025Q3: 647 shares; 2025Q4: 795 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $26.1K 0.01% 0 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: 9 shares; 2024Q4: 13 shares; 2025Q1: 16 shares; 2025Q2: 10 shares; 2025Q3: 30 shares; 2025Q4: 31 shares; 2026Q1: 49 shares; 2026Q2: 51 shares 51 $26.1K 0.01% +2 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: 3,486 shares; 2024Q4: 3,461 shares; 2025Q1: 3,483 shares; 2025Q2: 3,518 shares; 2025Q3: 3,492 shares; 2025Q4: 137 shares; 2026Q1: 158 shares; 2026Q2: 159 shares 159 $26.1K 0.01% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 226 shares; 2025Q1: 191 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 293 shares; 2026Q1: 411 shares; 2026Q2: 522 shares 522 $26K 0.01% +111 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: 510 shares; 2024Q4: 313 shares; 2025Q1: 347 shares; 2025Q2: 430 shares; 2025Q3: 469 shares; 2025Q4: 523 shares; 2026Q1: 435 shares; 2026Q2: 448 shares 448 $25.9K 0.01% +13 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 66 shares; 2025Q1: 128 shares; 2025Q2: 60 shares; 2025Q3: 122 shares; 2025Q4: 134 shares; 2026Q1: 176 shares; 2026Q2: 191 shares 191 $25.9K 0.01% +15 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: 202 shares; 2024Q4: 299 shares; 2025Q1: 394 shares; 2025Q2: 168 shares; 2025Q3: 148 shares; 2025Q4: 307 shares; 2026Q1: 509 shares; 2026Q2: 449 shares 449 $25.9K 0.01% -60 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: 797 shares; 2024Q4: 867 shares; 2025Q1: 1,624 shares; 2025Q2: 1,724 shares; 2025Q3: 1,855 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $25.6K 0.01% 0 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: 43 shares; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 298 shares; 2025Q3: 312 shares; 2025Q4: 288 shares; 2026Q1: 441 shares; 2026Q2: 354 shares 354 $25.5K 0.01% -87 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 591 shares; 2025Q1: 612 shares; 2025Q2: 623 shares; 2025Q3: 605 shares; 2025Q4: 2,620 shares; 2026Q1: 2,101 shares; 2026Q2: 254 shares 254 $25.2K 0.01% -1,847 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: 153 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 309 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $25.1K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 326 shares; 2025Q1: 807 shares; 2025Q2: 810 shares; 2025Q3: 927 shares; 2025Q4: 1,699 shares; 2026Q1: 1,788 shares; 2026Q2: 1,671 shares 1,671 $25.1K 0.01% -117 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 208 shares; 2025Q1: 237 shares; 2025Q2: 260 shares; 2025Q3: 282 shares; 2025Q4: 275 shares; 2026Q1: 276 shares; 2026Q2: 403 shares 403 $24.9K 0.01% +127 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: 2,393 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 544 shares; 2025Q3: 535 shares; 2025Q4: 452 shares; 2026Q1: 495 shares; 2026Q2: 520 shares 520 $24.9K 0.01% +25 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: 41 shares; 2024Q4: 24 shares; 2025Q1: 32 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 78 shares; 2026Q1: 75 shares; 2026Q2: 95 shares 95 $24.3K <0.01% +20 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 144 shares; 2025Q1: 246 shares; 2025Q2: 285 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 326 shares; 2026Q2: 517 shares 517 $24.1K <0.01% +191 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK 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: 541 shares; 2025Q4: 524 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $23.9K <0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA 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: 3,175 shares 3,175 $23.7K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 134 shares; 2025Q1: 150 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 149 shares; 2026Q1: 291 shares; 2026Q2: 312 shares 312 $23.7K <0.01% +21 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: 48 shares; 2024Q4: 27 shares; 2025Q1: 26 shares; 2025Q2: 21 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 59 shares; 2026Q2: 75 shares 75 $23.6K <0.01% +16 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: 8 shares; 2024Q4: 10 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 19 shares; 2026Q2: 24 shares 24 $23.5K <0.01% +5 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: 77 shares; 2024Q4: 436 shares; 2025Q1: 651 shares; 2025Q2: 897 shares; 2025Q3: 1,316 shares; 2025Q4: 1,037 shares; 2026Q1: 1,207 shares; 2026Q2: 1,167 shares 1,167 $23.4K <0.01% -40 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: 326 shares; 2026Q1: 403 shares; 2026Q2: 389 shares 389 $23.4K <0.01% -14 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 248 shares; 2025Q1: 393 shares; 2025Q2: 317 shares; 2025Q3: 668 shares; 2025Q4: 470 shares; 2026Q1: 923 shares; 2026Q2: 948 shares 948 $23.3K <0.01% +25 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: 23 shares; 2025Q1: 42 shares; 2025Q2: 29 shares; 2025Q3: 36 shares; 2025Q4: 29 shares; 2026Q1: 185 shares; 2026Q2: 246 shares 246 $23K <0.01% +61 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 24 shares; 2025Q2: 11 shares; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 46 shares; 2026Q2: 59 shares 59 $22.9K <0.01% +13 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 369 shares 369 $22.8K <0.01% -7 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: 152 shares; 2024Q4: 140 shares; 2025Q1: 194 shares; 2025Q2: 150 shares; 2025Q3: 79 shares; 2025Q4: 152 shares; 2026Q1: 148 shares; 2026Q2: 135 shares 135 $22.7K <0.01% -13 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: 52 shares; 2024Q4: 50 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 90 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 101 shares 101 $22.6K <0.01% +2 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: 290 shares; 2024Q4: 230 shares; 2025Q1: 814 shares; 2025Q2: 842 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $22.4K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,308 shares; 2024Q4: 9,150 shares; 2025Q1: 9,130 shares; 2025Q2: 9,242 shares; 2025Q3: 9,249 shares; 2025Q4: 394 shares; 2026Q1: 459 shares; 2026Q2: 544 shares 544 $22.3K <0.01% +85 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 345 shares; 2026Q2: 334 shares 334 $22.1K <0.01% -11 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: 5,116 shares; 2024Q4: 35 shares; 2025Q1: 56 shares; 2025Q2: 106 shares; 2025Q3: 141 shares; 2025Q4: 106 shares; 2026Q1: 136 shares; 2026Q2: 155 shares 155 $22.1K <0.01% +19 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 83 shares; 2025Q1: 67 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 193 shares; 2026Q2: 194 shares 194 $22.1K <0.01% +1 Timeline DFAS 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: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $22.1K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 36 shares; 2026Q1: 33 shares; 2026Q2: 129 shares 129 $22K <0.01% +96 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN 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: 3,270 shares 3,270 $21.9K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 124 shares; 2025Q1: 102 shares; 2025Q2: 149 shares; 2025Q3: 153 shares; 2025Q4: 149 shares; 2026Q1: 167 shares; 2026Q2: 262 shares 262 $21.9K <0.01% +95 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: 763 shares 763 $21.8K <0.01% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $21.4K <0.01% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 472 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 868 shares; 2026Q2: 902 shares 902 $21.3K <0.01% +34 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $21.1K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 8 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $20.9K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 60 shares; 2025Q4: 62 shares; 2026Q1: 66 shares; 2026Q2: 75 shares 75 $20.9K <0.01% +9 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: 16 shares; 2024Q4: 37 shares; 2025Q1: 62 shares; 2025Q2: 95 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 90 shares; 2026Q2: 104 shares 104 $20.9K <0.01% +14 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 19 shares; 2025Q3: 10 shares; 2025Q4: 30 shares; 2026Q1: 87 shares; 2026Q2: 97 shares 97 $20.6K <0.01% +10 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $20.6K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $20.2K <0.01% 0 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES 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: 200 shares 200 $20.2K <0.01% new 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: 305 shares; 2024Q4: 382 shares; 2025Q1: 421 shares; 2025Q2: 458 shares; 2025Q3: 584 shares; 2025Q4: 421 shares; 2026Q1: 424 shares; 2026Q2: 629 shares 629 $20.1K <0.01% +205 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: 14 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 13 shares; 2025Q3: 32 shares; 2025Q4: 43 shares; 2026Q1: 47 shares; 2026Q2: 48 shares 48 $20K <0.01% +1 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $19.9K <0.01% 0 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: 24 shares; 2024Q4: 61 shares; 2025Q1: 84 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 136 shares 136 $19.9K <0.01% +29 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 78 shares; 2025Q1: 84 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 260 shares; 2026Q2: 284 shares 284 $19.9K <0.01% +24 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 120 shares; 2025Q1: 150 shares; 2025Q2: 104 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 177 shares; 2026Q2: 185 shares 185 $19.8K <0.01% +8 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 42 shares; 2025Q1: 56 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 56 shares; 2026Q1: 65 shares; 2026Q2: 70 shares 70 $19.7K <0.01% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $19.6K <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: 9 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 25 shares; 2026Q1: 26 shares; 2026Q2: 82 shares 82 $19.5K <0.01% +56 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 1,160 shares; 2025Q1: 1,161 shares; 2025Q2: 589 shares; 2025Q3: 490 shares; 2025Q4: 492 shares; 2026Q1: 394 shares; 2026Q2: 396 shares 396 $19.5K <0.01% +2 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: 76 shares; 2024Q4: 64 shares; 2025Q1: 106 shares; 2025Q2: 41 shares; 2025Q3: 99 shares; 2025Q4: 42 shares; 2026Q1: 47 shares; 2026Q2: 149 shares 149 $19.4K <0.01% +102 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: 33 shares; 2024Q4: 30 shares; 2025Q1: 107 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 70 shares; 2026Q2: 114 shares 114 $19.3K <0.01% +44 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: 2 shares; 2026Q1: 14 shares; 2026Q2: 20 shares 20 $19.3K <0.01% +6 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 49 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 71 shares 71 $19.1K <0.01% +16 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: 138 shares; 2024Q4: 151 shares; 2025Q1: 200 shares; 2025Q2: 225 shares; 2025Q3: 525 shares; 2025Q4: 579 shares; 2026Q1: 360 shares; 2026Q2: 382 shares 382 $18.9K <0.01% +22 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 22 shares; 2026Q2: 41 shares 41 $18.8K <0.01% +19 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: 15 shares; 2024Q4: 11 shares; 2025Q1: 22 shares; 2025Q2: 18 shares; 2025Q3: 11 shares; 2025Q4: 6 shares; 2026Q1: 27 shares; 2026Q2: 59 shares 59 $18.8K <0.01% +32 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 144 shares; 2025Q1: 147 shares; 2025Q2: 137 shares; 2025Q3: 250 shares; 2025Q4: 137 shares; 2026Q1: 121 shares; 2026Q2: 128 shares 128 $18.7K <0.01% +7 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 15 shares; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 41 shares; 2025Q4: 76 shares; 2026Q1: 85 shares; 2026Q2: 112 shares 112 $18.7K <0.01% +27 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: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $18.4K <0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 285 shares; 2025Q4: 735 shares; 2026Q1: 200 shares; 2026Q2: 230 shares 230 $18.3K <0.01% +30 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 11 shares; 2025Q1: 26 shares; 2025Q2: 10 shares; 2025Q3: 15 shares; 2025Q4: 13 shares; 2026Q1: 99 shares; 2026Q2: 112 shares 112 $18.2K <0.01% +13 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: 97 shares; 2024Q4: 137 shares; 2025Q1: 148 shares; 2025Q2: 203 shares; 2025Q3: 249 shares; 2025Q4: 174 shares; 2026Q1: 193 shares; 2026Q2: 215 shares 215 $18.2K <0.01% +22 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: 5 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 30 shares; 2025Q3: 74 shares; 2025Q4: 79 shares; 2026Q1: 123 shares; 2026Q2: 151 shares 151 $18.1K <0.01% +28 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: 2 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 13 shares; 2025Q4: 19 shares; 2026Q1: 14 shares; 2026Q2: 16 shares 16 $18.1K <0.01% +2 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 62 shares; 2025Q1: 51 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 76 shares; 2026Q1: 77 shares; 2026Q2: 82 shares 82 $18.1K <0.01% +5 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 11 shares; 2025Q4: 21 shares; 2026Q1: 29 shares; 2026Q2: 53 shares 53 $18.1K <0.01% +24 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: 60 shares; 2024Q4: 276 shares; 2025Q1: 1,409 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,587 shares; 2026Q1: 1,789 shares; 2026Q2: 1,862 shares 1,862 $17.8K <0.01% +73 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $17.7K <0.01% 0 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: 11 shares; 2025Q1: 8 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 32 shares; 2026Q2: 130 shares 130 $17.7K <0.01% +98 Timeline IYR 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: 171 shares 171 $17.5K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $17.4K <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: 8 shares; 2024Q4: 17 shares; 2025Q1: 9 shares; 2025Q2: 22 shares; 2025Q3: 31 shares; 2025Q4: 24 shares; 2026Q1: 43 shares; 2026Q2: 46 shares 46 $17.3K <0.01% +3 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $17K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,384 shares; 2024Q4: 7,326 shares; 2025Q1: 7,385 shares; 2025Q2: 7,360 shares; 2025Q3: 7,388 shares; 2025Q4: 82 shares; 2026Q1: 93 shares; 2026Q2: 89 shares 89 $17K <0.01% -4 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: 63 shares; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 236 shares; 2025Q3: 230 shares; 2025Q4: 167 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $17K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 45 shares; 2025Q1: 36 shares; 2025Q2: 9 shares; 2025Q3: 182 shares; 2025Q4: 176 shares; 2026Q1: 202 shares; 2026Q2: 237 shares 237 $17K <0.01% +35 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 69 shares; 2025Q1: 68 shares; 2025Q2: 102 shares; 2025Q3: 387 shares; 2025Q4: 535 shares; 2026Q1: 502 shares; 2026Q2: 498 shares 498 $16.9K <0.01% -4 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: 31 shares; 2024Q4: 47 shares; 2025Q1: 63 shares; 2025Q2: 48 shares; 2025Q3: 49 shares; 2025Q4: 53 shares; 2026Q1: 76 shares; 2026Q2: 101 shares 101 $16.9K <0.01% +25 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 32 shares; 2026Q1: 39 shares; 2026Q2: 45 shares 45 $16.7K <0.01% +6 Timeline XLB 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: 328 shares 328 $16.7K <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: 4 shares; 2024Q4: 17 shares; 2025Q1: 27 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 86 shares; 2026Q2: 105 shares 105 $16.7K <0.01% +19 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: 12 shares; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 20 shares; 2026Q1: 81 shares; 2026Q2: 70 shares 70 $16.6K <0.01% -11 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES 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: 749 shares; 2026Q2: 213 shares 213 $16.5K <0.01% -536 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 10 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 37 shares; 2026Q1: 147 shares; 2026Q2: 227 shares 227 $16.4K <0.01% +80 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 142 shares; 2025Q1: 163 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 294 shares; 2026Q1: 222 shares; 2026Q2: 239 shares 239 $16.3K <0.01% +17 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 18 shares; 2025Q3: 30 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 32 shares 32 $16.3K <0.01% +9 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: 954 shares; 2025Q1: 829 shares; 2025Q2: 717 shares; 2025Q3: 889 shares; 2025Q4: 1,053 shares; 2026Q1: 1,102 shares; 2026Q2: 979 shares 979 $15.8K <0.01% -123 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 89 shares; 2025Q2: 110 shares; 2025Q3: 234 shares; 2025Q4: 162 shares; 2026Q1: 380 shares; 2026Q2: 369 shares 369 $15.7K <0.01% -11 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: 3,379 shares; 2024Q4: 3,394 shares; 2025Q1: 3,442 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 97 shares 97 $15.7K <0.01% +6 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 1,348 shares; 2026Q2: 1,348 shares 1,348 $15.6K <0.01% 0 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: 692 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 200 shares; 2026Q1: 212 shares; 2026Q2: 224 shares 224 $15.6K <0.01% +12 Timeline DFIS 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: 443 shares 443 $15.5K <0.01% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.5K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 10 shares; 2026Q2: 128 shares 128 $15.5K <0.01% +118 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 25 shares; 2026Q1: 31 shares; 2026Q2: 39 shares 39 $15.2K <0.01% +8 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $15.2K <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: 9 shares; 2024Q4: 17 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 34 shares; 2026Q1: 41 shares; 2026Q2: 46 shares 46 $15.2K <0.01% +5 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: 18 shares; 2024Q4: 37 shares; 2025Q1: 46 shares; 2025Q2: 79 shares; 2025Q3: 143 shares; 2025Q4: 159 shares; 2026Q1: 144 shares; 2026Q2: 158 shares 158 $15.2K <0.01% +14 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: 52 shares; 2024Q4: 88 shares; 2025Q1: 78 shares; 2025Q2: 145 shares; 2025Q3: 196 shares; 2025Q4: 191 shares; 2026Q1: 114 shares; 2026Q2: 128 shares 128 $15.1K <0.01% +14 Timeline DUG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $14.9K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 169 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 207 shares; 2025Q4: 296 shares; 2026Q1: 200 shares; 2026Q2: 190 shares 190 $14.9K <0.01% -10 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: 10 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 28 shares; 2026Q2: 108 shares 108 $14.8K <0.01% +80 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 500 shares; 2026Q2: 1,500 shares 1,500 $14.8K <0.01% +1,000 Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO 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 $14.8K <0.01% 0 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: 20 shares; 2024Q4: 8 shares; 2025Q1: 41 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 99 shares; 2026Q1: 140 shares; 2026Q2: 147 shares 147 $14.7K <0.01% +7 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 40 shares; 2025Q1: 47 shares; 2025Q2: 17 shares; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 70 shares; 2026Q2: 97 shares 97 $14.7K <0.01% +27 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $14.5K <0.01% 0 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: 40 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 45 shares; 2026Q1: 103 shares; 2026Q2: 91 shares 91 $14.5K <0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $14.5K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 60 shares; 2025Q3: 139 shares; 2025Q4: 148 shares; 2026Q1: 142 shares; 2026Q2: 157 shares 157 $14.5K <0.01% +15 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 453 shares; 2025Q1: 441 shares; 2025Q2: 508 shares; 2025Q3: 418 shares; 2025Q4: 563 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $14.4K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO 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: 1,150 shares 1,150 $14.3K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 115 shares; 2025Q1: 51 shares; 2025Q2: 112 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 116 shares; 2026Q2: 135 shares 135 $14.2K <0.01% +19 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 293 shares 293 $14.1K <0.01% new 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: 143 shares; 2024Q4: 148 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 142 shares; 2025Q4: 92 shares; 2026Q1: 62 shares; 2026Q2: 70 shares 70 $14.1K <0.01% +8 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 21 shares; 2025Q1: 338 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 212 shares; 2026Q1: 176 shares; 2026Q2: 179 shares 179 $14.1K <0.01% +3 Timeline M MACYS INC More: the full row for MACYS 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: 554 shares; 2026Q2: 597 shares 597 $14.1K <0.01% +43 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $14.1K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 535 shares; 2025Q1: 3,441 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares; 2026Q2: 4,009 shares 4,009 $13.9K <0.01% -258 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 38 shares; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 95 shares; 2025Q4: 55 shares; 2026Q1: 170 shares; 2026Q2: 182 shares 182 $13.8K <0.01% +12 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS 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: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $13.8K <0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 152 shares; 2025Q1: 14 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $13.8K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 23 shares; 2025Q1: 40 shares; 2025Q2: 19 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 59 shares; 2026Q2: 79 shares 79 $13.8K <0.01% +20 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: 130 shares; 2024Q4: 150 shares; 2025Q1: 228 shares; 2025Q2: 130 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 205 shares; 2026Q2: 247 shares 247 $13.7K <0.01% +42 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 40 shares; 2026Q2: 168 shares 168 $13.7K <0.01% +128 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 56 shares 56 $13.6K <0.01% +37 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 49 shares; 2026Q2: 74 shares 74 $13.5K <0.01% +25 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 581 shares 581 $13.4K <0.01% +440 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: 52 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 55 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $13.3K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 119 shares; 2026Q2: 91 shares 91 $13.3K <0.01% -28 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: 1,919 shares; 2024Q4: 1,873 shares; 2025Q1: 1,880 shares; 2025Q2: 1,903 shares; 2025Q3: 1,879 shares; 2025Q4: 26 shares; 2026Q1: 45 shares; 2026Q2: 48 shares 48 $13.2K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $13.2K <0.01% 0 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $13.2K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $13.2K <0.01% new Timeline BXP BXP INC More: the full row for BXP 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: 52 shares; 2025Q4: 52 shares; 2026Q1: 180 shares; 2026Q2: 199 shares 199 $13.2K <0.01% +19 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP 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: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $13.2K <0.01% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN 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: 2,732 shares 2,732 $12.9K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 71 shares; 2025Q4: 45 shares; 2026Q1: 75 shares; 2026Q2: 54 shares 54 $12.9K <0.01% -21 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,723 shares; 2024Q4: 7,712 shares; 2025Q1: 646 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 1,202 shares; 2026Q1: 838 shares; 2026Q2: 927 shares 927 $12.9K <0.01% +89 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 161 shares; 2025Q1: 307 shares; 2025Q2: 357 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $12.8K <0.01% 0 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS 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: 264 shares 264 $12.8K <0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY 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: 27 shares; 2026Q2: 34 shares 34 $12.8K <0.01% +7 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 47 shares; 2026Q2: 50 shares 50 $12.8K <0.01% +3 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $12.8K <0.01% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares; 2026Q2: 264 shares 264 $12.8K <0.01% +4 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 78 shares; 2025Q1: 98 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 109 shares 109 $12.8K <0.01% +30 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: 52 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 25 shares; 2026Q1: 40 shares; 2026Q2: 105 shares 105 $12.8K <0.01% +65 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 984 shares 984 $12.7K <0.01% +816 Timeline MBB 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: 7 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 240 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $12.7K <0.01% 0 Timeline