IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,534 shares; 2024Q4: 15,438 shares; 2025Q1: 15,447 shares; 2025Q2: 15,785 shares; 2025Q3: not reported; 2025Q4: 17,110 shares; 2026Q1: 17,456 shares; 2026Q2: 17,574 shares 17,574 $399K 0.02% +118 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,641 shares; 2024Q4: 14,294 shares; 2025Q1: 14,301 shares; 2025Q2: 14,756 shares; 2025Q3: not reported; 2025Q4: 16,011 shares; 2026Q1: 16,340 shares; 2026Q2: 16,454 shares 16,454 $397K 0.02% +114 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,927 shares; 2024Q4: 24,484 shares; 2025Q1: 24,765 shares; 2025Q2: 25,981 shares; 2025Q3: 26,332 shares; 2025Q4: 26,529 shares; 2026Q1: 26,830 shares; 2026Q2: 17,752 shares 17,752 $396K 0.02% -9,078 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,520 shares; 2025Q4: 3,719 shares; 2026Q1: 3,952 shares; 2026Q2: 4,021 shares 4,021 $395K 0.02% +69 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,915 shares; 2024Q4: 3,822 shares; 2025Q1: 3,826 shares; 2025Q2: 3,918 shares; 2025Q3: 22,209 shares; 2025Q4: 3,643 shares; 2026Q1: 3,547 shares; 2026Q2: 3,553 shares 3,553 $389K 0.02% +6 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: 3,440 shares; 2024Q4: 3,413 shares; 2025Q1: 3,424 shares; 2025Q2: 3,224 shares; 2025Q3: 3,306 shares; 2025Q4: 3,318 shares; 2026Q1: 3,430 shares; 2026Q2: 3,441 shares 3,441 $389K 0.02% +11 Timeline GSEW 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: 3,282 shares; 2026Q2: 4,114 shares 4,114 $388K 0.02% +832 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: 4,493 shares; 2024Q4: 4,039 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,967 shares; 2025Q4: 3,967 shares; 2026Q1: 4,360 shares; 2026Q2: 4,044 shares 4,044 $388K 0.02% -316 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,011 shares; 2025Q4: 3,553 shares; 2026Q1: 4,331 shares; 2026Q2: 4,334 shares 4,334 $387K 0.02% +3 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,460 shares; 2025Q4: 7,848 shares; 2026Q1: 9,373 shares; 2026Q2: 9,373 shares 9,373 $385K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,165 shares; 2024Q4: 21,512 shares; 2025Q1: 30,671 shares; 2025Q2: 33,005 shares; 2025Q3: 35,472 shares; 2025Q4: 34,855 shares; 2026Q1: 34,794 shares; 2026Q2: 35,100 shares 35,100 $379K 0.02% +306 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: 14,688 shares; 2024Q4: 14,078 shares; 2025Q1: 14,204 shares; 2025Q2: 14,244 shares; 2025Q3: 13,104 shares; 2025Q4: 11,585 shares; 2026Q1: 11,777 shares; 2026Q2: 11,840 shares 11,840 $379K 0.02% +63 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,671 shares; 2024Q4: 15,671 shares; 2025Q1: 15,671 shares; 2025Q2: 15,671 shares; 2025Q3: 15,671 shares; 2025Q4: 15,671 shares; 2026Q1: 15,671 shares; 2026Q2: 9,122 shares 9,122 $377K 0.02% -6,549 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: 180 shares; 2024Q4: 203 shares; 2025Q1: 223 shares; 2025Q2: 4,395 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 4,163 shares; 2026Q2: 4,080 shares 4,080 $376K 0.02% -83 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 1,956 shares; 2026Q1: 1,958 shares; 2026Q2: 2,014 shares 2,014 $373K 0.02% +56 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: 6,708 shares; 2024Q4: 13,416 shares; 2025Q1: 13,416 shares; 2025Q2: 13,416 shares; 2025Q3: 13,416 shares; 2025Q4: 13,416 shares; 2026Q1: 13,416 shares; 2026Q2: 13,416 shares 13,416 $372K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,652 shares; 2025Q1: 2,764 shares; 2025Q2: 3,487 shares; 2025Q3: 4,829 shares; 2025Q4: 4,982 shares; 2026Q1: 5,201 shares; 2026Q2: 5,544 shares 5,544 $371K 0.02% +343 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,475 shares; 2024Q4: 29,475 shares; 2025Q1: 36,725 shares; 2025Q2: 86,550 shares; 2025Q3: 86,550 shares; 2025Q4: 85,350 shares; 2026Q1: 92,550 shares; 2026Q2: 95,550 shares 95,550 $368K 0.02% +3,000 Timeline KNG 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: 9,665 shares; 2024Q4: 9,288 shares; 2025Q1: 8,368 shares; 2025Q2: 8,536 shares; 2025Q3: 8,880 shares; 2025Q4: 7,465 shares; 2026Q1: 7,068 shares; 2026Q2: 7,181 shares 7,181 $363K 0.02% +113 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,829 shares; 2025Q3: 3,792 shares; 2025Q4: 3,497 shares; 2026Q1: 3,498 shares; 2026Q2: 3,508 shares 3,508 $361K 0.02% +10 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,842 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,457 shares; 2025Q3: 5,463 shares; 2025Q4: 5,467 shares; 2026Q1: 5,507 shares; 2026Q2: 6,651 shares 6,651 $354K 0.02% +1,144 Timeline VGK 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: 3,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,355 shares; 2025Q3: 4,358 shares; 2025Q4: 3,985 shares; 2026Q1: 3,988 shares; 2026Q2: 3,991 shares 3,991 $353K 0.02% +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: 3,334 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 3,371 shares; 2026Q1: 3,371 shares; 2026Q2: 3,400 shares 3,400 $353K 0.02% +29 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: 1,711 shares; 2024Q4: 1,749 shares; 2025Q1: 1,290 shares; 2025Q2: 1,111 shares; 2025Q3: 1,259 shares; 2025Q4: 1,212 shares; 2026Q1: 1,342 shares; 2026Q2: 1,276 shares 1,276 $352K 0.02% -66 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,963 shares; 2024Q4: 4,775 shares; 2025Q1: 4,788 shares; 2025Q2: 4,699 shares; 2025Q3: 4,656 shares; 2025Q4: 4,564 shares; 2026Q1: 4,674 shares; 2026Q2: 4,682 shares 4,682 $351K 0.02% +8 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; 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: 7,738 shares; 2026Q2: 7,869 shares 7,869 $350K 0.02% +131 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 3,182 shares; 2025Q1: 3,254 shares; 2025Q2: 3,045 shares; 2025Q3: 3,050 shares; 2025Q4: 3,114 shares; 2026Q1: 3,019 shares; 2026Q2: 2,998 shares 2,998 $350K 0.02% -21 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: 4,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467 shares; 2025Q3: 3,473 shares; 2025Q4: 3,449 shares; 2026Q1: 3,712 shares; 2026Q2: 3,717 shares 3,717 $347K 0.02% +5 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,410 shares; 2025Q1: 1,394 shares; 2025Q2: 1,374 shares; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $347K 0.02% 0 Timeline RSPN 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: 7,000 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,800 shares; 2025Q3: 6,650 shares; 2025Q4: 6,275 shares; 2026Q1: 5,990 shares; 2026Q2: 5,416 shares 5,416 $347K 0.02% -574 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $345K 0.02% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,470 shares; 2025Q3: 6,728 shares; 2025Q4: 6,730 shares; 2026Q1: 6,947 shares; 2026Q2: 7,286 shares 7,286 $344K 0.02% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,233 shares; 2026Q2: 6,071 shares 6,071 $342K 0.02% -162 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,565 shares; 2025Q1: 10,565 shares; 2025Q2: 10,565 shares; 2025Q3: 10,565 shares; 2025Q4: 10,565 shares; 2026Q1: 21,065 shares; 2026Q2: 19,065 shares 19,065 $342K 0.02% -2,000 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: 1,625 shares; 2024Q4: 1,523 shares; 2025Q1: 1,523 shares; 2025Q2: 1,523 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $341K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 3,742 shares; 2025Q4: 3,551 shares; 2026Q1: 3,508 shares; 2026Q2: 3,528 shares 3,528 $340K 0.02% +20 Timeline GPIQ 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: 3,883 shares; 2025Q4: 4,344 shares; 2026Q1: 4,764 shares; 2026Q2: 5,739 shares 5,739 $340K 0.02% +975 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,979 shares; 2026Q1: 38,019 shares; 2026Q2: 38,777 shares 38,777 $340K 0.02% +758 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: 1,983 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 2,207 shares; 2025Q3: 1,706 shares; 2025Q4: 1,708 shares; 2026Q1: not reported; 2026Q2: 2,114 shares 2,114 $335K 0.02% new Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,271 shares; 2024Q4: 8,035 shares; 2025Q1: 9,764 shares; 2025Q2: 10,486 shares; 2025Q3: 10,504 shares; 2025Q4: 10,656 shares; 2026Q1: 10,201 shares; 2026Q2: 9,832 shares 9,832 $334K 0.02% -369 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,863 shares; 2024Q4: 7,896 shares; 2025Q1: 7,343 shares; 2025Q2: 7,332 shares; 2025Q3: 7,256 shares; 2025Q4: 7,262 shares; 2026Q1: 6,823 shares; 2026Q2: 6,733 shares 6,733 $333K 0.02% -90 Timeline CATH 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: 6,100 shares; 2024Q4: 6,000 shares; 2025Q1: 6,350 shares; 2025Q2: 6,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $327K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 4,959 shares; 2025Q1: 3,808 shares; 2025Q2: 3,793 shares; 2025Q3: 3,923 shares; 2025Q4: 3,758 shares; 2026Q1: 3,660 shares; 2026Q2: 3,669 shares 3,669 $327K 0.02% +9 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 614 shares; 2025Q1: 692 shares; 2025Q2: 1,008 shares; 2025Q3: 869 shares; 2025Q4: 873 shares; 2026Q1: 864 shares; 2026Q2: 813 shares 813 $327K 0.02% -51 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,661 shares; 2024Q4: 13,362 shares; 2025Q1: 9,591 shares; 2025Q2: 8,499 shares; 2025Q3: 8,465 shares; 2025Q4: 8,326 shares; 2026Q1: 13,047 shares; 2026Q2: 8,840 shares 8,840 $327K 0.02% -4,207 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares; 2026Q1: 4,373 shares; 2026Q2: 4,186 shares 4,186 $325K 0.02% -187 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,462 shares; 2025Q4: 3,421 shares; 2026Q1: 3,014 shares; 2026Q2: 2,822 shares 2,822 $322K 0.02% -192 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 6,718 shares; 2025Q2: 6,725 shares; 2025Q3: 6,731 shares; 2025Q4: 6,736 shares; 2026Q1: 6,860 shares; 2026Q2: 6,767 shares 6,767 $322K 0.02% -93 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,760 shares; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares 1,952 $322K 0.02% 0 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: 3,754 shares; 2024Q4: 3,789 shares; 2025Q1: 3,459 shares; 2025Q2: 3,181 shares; 2025Q3: 2,981 shares; 2025Q4: 2,849 shares; 2026Q1: 2,831 shares; 2026Q2: 2,604 shares 2,604 $316K 0.02% -227 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 7,260 shares; 2026Q2: 7,260 shares 7,260 $314K 0.02% 0 Timeline FTSL 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: 5,180 shares; 2024Q4: 5,275 shares; 2025Q1: 6,624 shares; 2025Q2: 7,103 shares; 2025Q3: 7,182 shares; 2025Q4: 7,257 shares; 2026Q1: 7,333 shares; 2026Q2: 6,904 shares 6,904 $309K 0.02% -429 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; 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: 1,136 shares 1,136 $309K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,632 shares; 2025Q1: 1,431 shares; 2025Q2: 1,451 shares; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,765 shares; 2026Q2: 1,085 shares 1,085 $307K 0.02% -680 Timeline FRMI FERMI INC More: the full row for FERMI 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: 33,481 shares 33,481 $307K 0.02% new 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: 6,578 shares; 2024Q4: 6,415 shares; 2025Q1: 5,795 shares; 2025Q2: 3,978 shares; 2025Q3: 4,265 shares; 2025Q4: 3,986 shares; 2026Q1: 3,914 shares; 2026Q2: 3,933 shares 3,933 $305K 0.01% +19 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,113 shares; 2025Q3: 11,128 shares; 2025Q4: 8,670 shares; 2026Q1: 8,683 shares; 2026Q2: 8,247 shares 8,247 $303K 0.01% -436 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME 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: 18,218 shares; 2025Q3: 20,062 shares; 2025Q4: 27,754 shares; 2026Q1: 26,201 shares; 2026Q2: 27,374 shares 27,374 $302K 0.01% +1,173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 1,917 shares 1,917 $300K 0.01% +553 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 4,774 shares; 2025Q1: 5,364 shares; 2025Q2: 5,677 shares; 2025Q3: 5,574 shares; 2025Q4: not reported; 2026Q1: 5,367 shares; 2026Q2: 5,681 shares 5,681 $299K 0.01% +314 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 2,338 shares; 2025Q1: 2,717 shares; 2025Q2: 2,724 shares; 2025Q3: 2,566 shares; 2025Q4: 2,458 shares; 2026Q1: 2,316 shares; 2026Q2: 2,086 shares 2,086 $299K 0.01% -230 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: 1,738 shares; 2024Q4: 1,733 shares; 2025Q1: 1,976 shares; 2025Q2: 1,958 shares; 2025Q3: 1,984 shares; 2025Q4: 2,008 shares; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares 2,034 $297K 0.01% 0 Timeline IBTP 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: 9,871 shares; 2025Q1: 9,871 shares; 2025Q2: 9,923 shares; 2025Q3: 10,001 shares; 2025Q4: 11,080 shares; 2026Q1: 11,381 shares; 2026Q2: 11,472 shares 11,472 $291K 0.01% +91 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: 3,300 shares; 2024Q4: 3,138 shares; 2025Q1: 3,141 shares; 2025Q2: 3,260 shares; 2025Q3: 3,279 shares; 2025Q4: not reported; 2026Q1: 2,363 shares; 2026Q2: 2,293 shares 2,293 $290K 0.01% -70 Timeline IBDZ 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: 11,096 shares 11,096 $289K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,298 shares; 2025Q1: 5,042 shares; 2025Q2: 4,008 shares; 2025Q3: 3,784 shares; 2025Q4: 3,774 shares; 2026Q1: 3,783 shares; 2026Q2: 3,702 shares 3,702 $288K 0.01% -81 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,006 shares; 2025Q2: 1,999 shares; 2025Q3: 2,002 shares; 2025Q4: 1,995 shares; 2026Q1: 12,459 shares; 2026Q2: 12,414 shares 12,414 $288K 0.01% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 3,001 shares; 2026Q1: not reported; 2026Q2: 2,852 shares 2,852 $287K 0.01% new Timeline RWL 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: 2,545 shares; 2024Q4: 2,549 shares; 2025Q1: 2,364 shares; 2025Q2: 2,342 shares; 2025Q3: 2,296 shares; 2025Q4: 2,259 shares; 2026Q1: 2,197 shares; 2026Q2: 2,200 shares 2,200 $281K 0.01% +3 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 312 shares; 2026Q1: 232 shares; 2026Q2: 202 shares 202 $280K 0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,435 shares; 2026Q1: 1,432 shares; 2026Q2: 1,334 shares 1,334 $276K 0.01% -98 Timeline DTCR 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: 10,199 shares; 2024Q4: 10,199 shares; 2025Q1: 10,271 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,441 shares; 2026Q2: 9,041 shares 9,041 $275K 0.01% -400 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 427 shares 427 $273K 0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,543 shares; 2024Q4: 31,014 shares; 2025Q1: 31,502 shares; 2025Q2: 32,004 shares; 2025Q3: 30,157 shares; 2025Q4: 28,344 shares; 2026Q1: 28,837 shares; 2026Q2: 28,299 shares 28,299 $273K 0.01% -538 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 5,599 shares; 2025Q1: 6,571 shares; 2025Q2: 6,592 shares; 2025Q3: 7,282 shares; 2025Q4: 8,821 shares; 2026Q1: 8,329 shares; 2026Q2: 8,602 shares 8,602 $272K 0.01% +273 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,138 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 1,191 shares 1,191 $270K 0.01% +2 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $269K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,213 shares; 2025Q2: 4,341 shares; 2025Q3: 4,460 shares; 2025Q4: 4,764 shares; 2026Q1: 4,845 shares; 2026Q2: 4,849 shares 4,849 $269K 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: 1,307 shares; 2024Q4: 1,333 shares; 2025Q1: 1,374 shares; 2025Q2: 1,455 shares; 2025Q3: 1,625 shares; 2025Q4: 1,708 shares; 2026Q1: 1,906 shares; 2026Q2: 1,604 shares 1,604 $269K 0.01% -302 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 870 shares; 2025Q4: 756 shares; 2026Q1: 782 shares; 2026Q2: 754 shares 754 $269K 0.01% -28 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,774 shares; 2025Q4: 4,783 shares; 2026Q1: 4,933 shares; 2026Q2: 4,971 shares 4,971 $269K 0.01% +38 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 219 shares; 2026Q2: 210 shares 210 $268K 0.01% -9 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares; 2026Q2: 2,123 shares 2,123 $267K 0.01% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 6,987 shares; 2026Q2: 6,987 shares 6,987 $266K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 940 shares; 2025Q4: 976 shares; 2026Q1: 953 shares; 2026Q2: 705 shares 705 $265K 0.01% -248 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,462 shares 3,462 $264K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,528 shares; 2026Q2: 3,533 shares 3,533 $263K 0.01% +5 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,533 shares; 2024Q4: 2,528 shares; 2025Q1: 2,785 shares; 2025Q2: 3,083 shares; 2025Q3: 3,293 shares; 2025Q4: 2,326 shares; 2026Q1: 2,508 shares; 2026Q2: 2,749 shares 2,749 $260K 0.01% +241 Timeline SPGM 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: 3,163 shares; 2024Q4: 3,534 shares; 2025Q1: 4,799 shares; 2025Q2: 5,781 shares; 2025Q3: 4,332 shares; 2025Q4: 4,367 shares; 2026Q1: 4,669 shares; 2026Q2: 3,025 shares 3,025 $259K 0.01% -1,644 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $258K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: 12,707 shares; 2025Q2: 12,715 shares; 2025Q3: 12,722 shares; 2025Q4: 12,729 shares; 2026Q1: 1,764 shares; 2026Q2: 1,770 shares 1,770 $256K 0.01% +6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares; 2026Q2: 2,767 shares 2,767 $255K 0.01% +197 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,314 shares; 2024Q4: 3,328 shares; 2025Q1: 3,045 shares; 2025Q2: 3,060 shares; 2025Q3: 3,075 shares; 2025Q4: 3,090 shares; 2026Q1: 3,105 shares; 2026Q2: 3,119 shares 3,119 $253K 0.01% +14 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,641 shares; 2024Q4: 6,688 shares; 2025Q1: 6,544 shares; 2025Q2: 5,655 shares; 2025Q3: 5,663 shares; 2025Q4: 5,672 shares; 2026Q1: 5,701 shares; 2026Q2: 5,186 shares 5,186 $252K 0.01% -515 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: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,907 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $252K 0.01% new Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 10,459 shares; 2025Q4: 11,648 shares; 2026Q1: 11,666 shares; 2026Q2: 11,692 shares 11,692 $250K 0.01% +26 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,433 shares; 2025Q3: 9,600 shares; 2025Q4: 9,510 shares; 2026Q1: 9,510 shares; 2026Q2: 8,244 shares 8,244 $248K 0.01% -1,266 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,259 shares; 2024Q4: 17,511 shares; 2025Q1: 17,043 shares; 2025Q2: 16,783 shares; 2025Q3: 15,914 shares; 2025Q4: 12,931 shares; 2026Q1: 12,782 shares; 2026Q2: 12,953 shares 12,953 $247K 0.01% +171 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,136 shares; 2026Q1: 2,138 shares; 2026Q2: 2,140 shares 2,140 $246K 0.01% +2 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: 1,616 shares 1,616 $244K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 5,759 shares; 2025Q1: 5,700 shares; 2025Q2: 5,701 shares; 2025Q3: 5,176 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares; 2026Q2: 4,958 shares 4,958 $243K 0.01% -219 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143 shares 143 $243K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,816 shares; 2024Q4: 9,658 shares; 2025Q1: 9,728 shares; 2025Q2: 8,515 shares; 2025Q3: 7,833 shares; 2025Q4: 6,332 shares; 2026Q1: 4,677 shares; 2026Q2: 3,882 shares 3,882 $242K 0.01% -795 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,227 shares; 2025Q3: 3,258 shares; 2025Q4: 3,223 shares; 2026Q1: 3,228 shares; 2026Q2: 2,520 shares 2,520 $242K 0.01% -708 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: 25,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares; 2026Q2: 4,513 shares 4,513 $241K 0.01% +1,149 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 1,116 shares; 2025Q3: 1,015 shares; 2025Q4: 880 shares; 2026Q1: 954 shares; 2026Q2: 723 shares 723 $240K 0.01% -231 Timeline VPU 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: 1,207 shares 1,207 $236K 0.01% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,601 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,506 shares 2,506 $235K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares; 2026Q2: 1,907 shares 1,907 $233K 0.01% +203 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,584 shares; 2024Q4: 9,411 shares; 2025Q1: 9,441 shares; 2025Q2: 9,470 shares; 2025Q3: 9,500 shares; 2025Q4: 9,539 shares; 2026Q1: 9,576 shares; 2026Q2: 9,373 shares 9,373 $233K 0.01% -203 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 784 shares; 2026Q1: 514 shares; 2026Q2: 519 shares 519 $232K 0.01% +5 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 21,198 shares; 2025Q4: 14,510 shares; 2026Q1: 14,662 shares; 2026Q2: 15,250 shares 15,250 $231K 0.01% +588 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,802 shares; 2024Q4: 4,947 shares; 2025Q1: 5,414 shares; 2025Q2: 7,647 shares; 2025Q3: 6,882 shares; 2025Q4: 5,768 shares; 2026Q1: 8,232 shares; 2026Q2: 8,190 shares 8,190 $231K 0.01% -42 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,847 shares 2,847 $231K 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 790 shares 790 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 945 shares 945 $229K 0.01% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,580 shares; 2024Q4: 15,833 shares; 2025Q1: 16,101 shares; 2025Q2: 14,646 shares; 2025Q3: 13,855 shares; 2025Q4: 14,086 shares; 2026Q1: 14,327 shares; 2026Q2: 14,566 shares 14,566 $226K 0.01% +239 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,906 shares; 2025Q3: 3,133 shares; 2025Q4: 3,268 shares; 2026Q1: 3,521 shares; 2026Q2: 3,275 shares 3,275 $226K 0.01% -246 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 676 shares 676 $225K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 4,490 shares; 2025Q4: 4,589 shares; 2026Q1: 4,464 shares; 2026Q2: 4,466 shares 4,466 $224K 0.01% +2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,591 shares; 2025Q1: 5,591 shares; 2025Q2: 5,521 shares; 2025Q3: 5,400 shares; 2025Q4: 4,882 shares; 2026Q1: 4,685 shares; 2026Q2: 5,256 shares 5,256 $224K 0.01% +571 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $219K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,701 shares; 2025Q4: not reported; 2026Q1: 2,701 shares; 2026Q2: 2,701 shares 2,701 $217K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $216K 0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,839 shares 2,839 $214K 0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,075 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,576 shares 9,576 $213K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757 shares; 2026Q2: 757 shares 757 $212K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 149 shares; 2026Q2: 106 shares 106 $211K 0.01% -43 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: 3,625 shares; 2024Q4: 3,378 shares; 2025Q1: 3,279 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,554 shares 1,554 $210K 0.01% +3 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares; 2025Q4: 10,110 shares; 2026Q1: 10,470 shares; 2026Q2: 10,471 shares 10,471 $210K 0.01% +1 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 16,700 shares; 2025Q3: 19,175 shares; 2025Q4: 20,475 shares; 2026Q1: 24,475 shares; 2026Q2: 26,550 shares 26,550 $209K 0.01% +2,075 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 664 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 682 shares; 2026Q2: 732 shares 732 $206K 0.01% +50 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares; 2026Q2: 492 shares 492 $204K 0.01% +1 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 1,033 shares; 2026Q2: 759 shares 759 $203K 0.01% -274 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 2,619 shares 2,619 $203K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,538 shares; 2024Q4: 13,176 shares; 2025Q1: 13,315 shares; 2025Q2: 13,464 shares; 2025Q3: 13,608 shares; 2025Q4: 13,751 shares; 2026Q1: 13,900 shares; 2026Q2: 13,543 shares 13,543 $202K 0.01% -357 Timeline FPEI 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: 10,659 shares; 2024Q4: 10,736 shares; 2025Q1: 10,813 shares; 2025Q2: 10,894 shares; 2025Q3: 10,974 shares; 2025Q4: 10,552 shares; 2026Q1: 10,232 shares; 2026Q2: 10,305 shares 10,305 $199K 0.01% +73 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 5,030 shares; 2025Q4: 7,837 shares; 2026Q1: 12,285 shares; 2026Q2: 14,285 shares 14,285 $190K 0.01% +2,000 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS 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: 23,425 shares 23,425 $161K 0.01% new 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: 17,731 shares; 2024Q4: 18,936 shares; 2025Q1: 20,727 shares; 2025Q2: 26,570 shares; 2025Q3: 28,936 shares; 2025Q4: 29,546 shares; 2026Q1: 30,103 shares; 2026Q2: 31,149 shares 31,149 $155K 0.01% +1,046 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,478 shares; 2026Q1: 18,542 shares; 2026Q2: 18,647 shares 18,647 $148K 0.01% +105 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,886 shares; 2024Q4: 12,016 shares; 2025Q1: 10,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,876 shares; 2026Q1: 10,477 shares; 2026Q2: 10,544 shares 10,544 $111K 0.01% +67 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 11,905 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $36.4K <0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $34.9K <0.01% 0 Timeline