IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,033 shares; 2024Q4: 268,175 shares; 2025Q1: 221,167 shares; 2025Q2: 240,710 shares; 2025Q3: 352,580 shares; 2025Q4: 364,404 shares; 2026Q1: 241,784 shares; 2026Q2: 232,149 shares 232,149 $174M 13.16% -9,635 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: 2,266,280 shares; 2024Q4: 2,176,759 shares; 2025Q1: 2,053,058 shares; 2025Q2: 1,995,889 shares; 2025Q3: 2,096,584 shares; 2025Q4: 2,257,447 shares; 2026Q1: 2,506,993 shares; 2026Q2: 2,430,445 shares 2,430,445 $122M 9.27% -76,548 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: 59 shares; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 32,447 shares; 2025Q3: 7,609 shares; 2025Q4: 1,267 shares; 2026Q1: 847,272 shares; 2026Q2: 924,007 shares 924,007 $93M 7.04% +76,735 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708,211 shares; 2026Q2: 769,910 shares 769,910 $68.7M 5.2% +61,699 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,387 shares; 2024Q4: 771,486 shares; 2025Q1: 794,715 shares; 2025Q2: 787,509 shares; 2025Q3: 783,300 shares; 2025Q4: 819,258 shares; 2026Q1: 802,743 shares; 2026Q2: 794,124 shares 794,124 $61.2M 4.64% -8,619 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709,256 shares; 2024Q4: 762,866 shares; 2025Q1: 833,243 shares; 2025Q2: 827,232 shares; 2025Q3: 860,987 shares; 2025Q4: 885,173 shares; 2026Q1: 851,280 shares; 2026Q2: 815,885 shares 815,885 $55.1M 4.17% -35,395 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,654 shares; 2024Q4: 83,904 shares; 2025Q1: 90,922 shares; 2025Q2: 91,250 shares; 2025Q3: 94,566 shares; 2025Q4: 94,079 shares; 2026Q1: 97,746 shares; 2026Q2: 581,566 shares 581,566 $50.1M 3.79% +483,820 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: 1,097,660 shares; 2024Q4: 1,041,290 shares; 2025Q1: 1,010,439 shares; 2025Q2: 996,962 shares; 2025Q3: 793,680 shares; 2025Q4: 803,623 shares; 2026Q1: 794,939 shares; 2026Q2: 796,899 shares 796,899 $41.3M 3.12% +1,960 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: 377,012 shares; 2024Q4: 418,571 shares; 2025Q1: 455,580 shares; 2025Q2: 481,406 shares; 2025Q3: 470,986 shares; 2025Q4: 472,679 shares; 2026Q1: 521,916 shares; 2026Q2: 535,325 shares 535,325 $38.1M 2.89% +13,409 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,739 shares; 2024Q4: 820,432 shares; 2025Q1: 649,504 shares; 2025Q2: 391,605 shares; 2025Q3: 382,790 shares; 2025Q4: 374,604 shares; 2026Q1: 358,066 shares; 2026Q2: 338,932 shares 338,932 $35.2M 2.67% -19,134 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,850 shares; 2024Q4: 322,850 shares; 2025Q1: 317,650 shares; 2025Q2: 314,601 shares; 2025Q3: 471,900 shares; 2025Q4: 419,794 shares; 2026Q1: 419,794 shares; 2026Q2: 699,242 shares 699,242 $29.6M 2.24% +279,448 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,040 shares; 2024Q4: 251,923 shares; 2025Q1: 238,751 shares; 2025Q2: 244,412 shares; 2025Q3: 243,173 shares; 2025Q4: 240,445 shares; 2026Q1: 231,595 shares; 2026Q2: 224,178 shares 224,178 $26.7M 2.02% -7,417 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: 30,767 shares; 2024Q4: 30,768 shares; 2025Q1: 32,446 shares; 2025Q2: 62,964 shares; 2025Q3: 63,063 shares; 2025Q4: 62,597 shares; 2026Q1: 77,840 shares; 2026Q2: 75,027 shares 75,027 $25.8M 1.95% -2,813 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: 217,892 shares; 2024Q4: 217,248 shares; 2025Q1: 216,612 shares; 2025Q2: 216,507 shares; 2025Q3: 216,415 shares; 2025Q4: 214,894 shares; 2026Q1: 214,718 shares; 2026Q2: 214,727 shares 214,727 $25.2M 1.91% +9 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: 126,821 shares; 2024Q4: 121,104 shares; 2025Q1: 102,119 shares; 2025Q2: 99,431 shares; 2025Q3: 96,797 shares; 2025Q4: 96,219 shares; 2026Q1: 92,589 shares; 2026Q2: 90,466 shares 90,466 $21.4M 1.62% -2,123 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,369 shares; 2024Q4: 553,912 shares; 2025Q1: 448,764 shares; 2025Q2: 405,048 shares; 2025Q3: 391,733 shares; 2025Q4: 386,322 shares; 2026Q1: 370,177 shares; 2026Q2: 378,322 shares 378,322 $20M 1.51% +8,145 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,686 shares; 2024Q4: 293,000 shares; 2025Q1: 304,456 shares; 2025Q2: 316,007 shares; 2025Q3: 302,608 shares; 2025Q4: 302,683 shares; 2026Q1: 303,865 shares; 2026Q2: 303,085 shares 303,085 $18.1M 1.37% -780 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: 111 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 190,101 shares; 2025Q3: 217,943 shares; 2025Q4: 222,779 shares; 2026Q1: 219,166 shares; 2026Q2: 196,648 shares 196,648 $17.7M 1.34% -22,518 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,410 shares; 2024Q4: 27,168 shares; 2025Q1: 30,663 shares; 2025Q2: 51,935 shares; 2025Q3: 50,775 shares; 2025Q4: 50,375 shares; 2026Q1: 49,982 shares; 2026Q2: 195,423 shares 195,423 $15.7M 1.19% +145,441 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: 35,703 shares; 2024Q4: 34,633 shares; 2025Q1: 33,320 shares; 2025Q2: 37,842 shares; 2025Q3: 42,157 shares; 2025Q4: 83,149 shares; 2026Q1: 139,795 shares; 2026Q2: 162,121 shares 162,121 $14.2M 1.08% +22,326 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: 115,392 shares; 2024Q4: 116,647 shares; 2025Q1: 114,860 shares; 2025Q2: 105,757 shares; 2025Q3: 103,871 shares; 2025Q4: 102,013 shares; 2026Q1: 99,452 shares; 2026Q2: 91,345 shares 91,345 $13.5M 1.03% -8,107 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: 25,959 shares; 2024Q4: 25,973 shares; 2025Q1: 26,161 shares; 2025Q2: 26,069 shares; 2025Q3: 32,348 shares; 2025Q4: 32,497 shares; 2026Q1: 32,620 shares; 2026Q2: 32,543 shares 32,543 $12.1M 0.92% -77 Timeline PRF 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: 286,120 shares; 2024Q4: 281,848 shares; 2025Q1: 247,768 shares; 2025Q2: 237,809 shares; 2025Q3: 236,336 shares; 2025Q4: 232,544 shares; 2026Q1: 218,649 shares; 2026Q2: 210,945 shares 210,945 $11.4M 0.86% -7,704 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: 14,989 shares; 2024Q4: 14,854 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,364 shares; 2026Q1: 13,733 shares; 2026Q2: 13,519 shares 13,519 $9.77M 0.74% -214 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: 169,859 shares; 2024Q4: 165,999 shares; 2025Q1: 160,052 shares; 2025Q2: 151,425 shares; 2025Q3: 146,781 shares; 2025Q4: 142,714 shares; 2026Q1: 130,749 shares; 2026Q2: 128,823 shares 128,823 $9.73M 0.74% -1,926 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: 74,167 shares; 2024Q4: 71,409 shares; 2025Q1: 71,420 shares; 2025Q2: 70,762 shares; 2025Q3: 69,898 shares; 2025Q4: 69,643 shares; 2026Q1: 68,673 shares; 2026Q2: 65,771 shares 65,771 $9.18M 0.7% -2,902 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: 32,220 shares; 2024Q4: 30,695 shares; 2025Q1: 30,399 shares; 2025Q2: 30,682 shares; 2025Q3: 30,413 shares; 2025Q4: 30,000 shares; 2026Q1: 29,394 shares; 2026Q2: 31,180 shares 31,180 $9.02M 0.68% +1,786 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,457 shares; 2024Q4: 527,866 shares; 2025Q1: 384,094 shares; 2025Q2: 340,424 shares; 2025Q3: 335,572 shares; 2025Q4: 331,663 shares; 2026Q1: 322,548 shares; 2026Q2: 148,319 shares 148,319 $8.55M 0.65% -174,229 Timeline MDYG 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: 118,963 shares; 2024Q4: 117,025 shares; 2025Q1: 111,675 shares; 2025Q2: 103,453 shares; 2025Q3: 101,536 shares; 2025Q4: 98,866 shares; 2026Q1: 85,630 shares; 2026Q2: 75,077 shares 75,077 $8.42M 0.64% -10,553 Timeline MDYV 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: 134,411 shares; 2024Q4: 126,724 shares; 2025Q1: 117,815 shares; 2025Q2: 108,014 shares; 2025Q3: 103,469 shares; 2025Q4: 98,958 shares; 2026Q1: 88,612 shares; 2026Q2: 85,995 shares 85,995 $8.16M 0.62% -2,617 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,405 shares; 2024Q4: 123,555 shares; 2025Q1: 113,638 shares; 2025Q2: 105,356 shares; 2025Q3: 101,831 shares; 2025Q4: 98,980 shares; 2026Q1: 96,068 shares; 2026Q2: 85,265 shares 85,265 $7.96M 0.6% -10,803 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,405 shares; 2024Q4: 68,448 shares; 2025Q1: 64,417 shares; 2025Q2: 65,342 shares; 2025Q3: 66,006 shares; 2025Q4: 70,302 shares; 2026Q1: 74,628 shares; 2026Q2: 74,525 shares 74,525 $7.66M 0.58% -103 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,510 shares; 2024Q4: 336,102 shares; 2025Q1: 271,981 shares; 2025Q2: 244,293 shares; 2025Q3: 235,769 shares; 2025Q4: 221,946 shares; 2026Q1: 182,698 shares; 2026Q2: 181,385 shares 181,385 $7.59M 0.57% -1,313 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: 7,957 shares; 2024Q4: 7,855 shares; 2025Q1: 8,880 shares; 2025Q2: 31,217 shares; 2025Q3: 30,681 shares; 2025Q4: 30,821 shares; 2026Q1: 29,595 shares; 2026Q2: 24,310 shares 24,310 $7.37M 0.56% -5,285 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,160 shares; 2024Q4: 74,930 shares; 2025Q1: 73,118 shares; 2025Q2: 72,456 shares; 2025Q3: 69,983 shares; 2025Q4: 68,709 shares; 2026Q1: 63,759 shares; 2026Q2: 61,696 shares 61,696 $7.25M 0.55% -2,063 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,853 shares; 2024Q4: 65,853 shares; 2025Q1: 65,853 shares; 2025Q2: 65,853 shares; 2025Q3: 65,853 shares; 2025Q4: 65,853 shares; 2026Q1: 62,452 shares; 2026Q2: 62,452 shares 62,452 $6.76M 0.51% 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: 99,235 shares; 2024Q4: 87,969 shares; 2025Q1: 73,398 shares; 2025Q2: 68,721 shares; 2025Q3: 62,637 shares; 2025Q4: 59,182 shares; 2026Q1: 56,531 shares; 2026Q2: 55,779 shares 55,779 $5.38M 0.41% -752 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,533 shares; 2024Q4: 37,327 shares; 2025Q1: 36,420 shares; 2025Q2: 35,960 shares; 2025Q3: 35,131 shares; 2025Q4: 35,375 shares; 2026Q1: 34,147 shares; 2026Q2: 33,379 shares 33,379 $4.93M 0.37% -768 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,708 shares; 2024Q4: 845,129 shares; 2025Q1: 804,897 shares; 2025Q2: 347,478 shares; 2025Q3: 288,042 shares; 2025Q4: 246,152 shares; 2026Q1: 177,201 shares; 2026Q2: 153,033 shares 153,033 $4.85M 0.37% -24,168 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: 134,782 shares; 2024Q4: 123,196 shares; 2025Q1: 119,422 shares; 2025Q2: 104,239 shares; 2025Q3: 117,495 shares; 2025Q4: 97,569 shares; 2026Q1: 90,994 shares; 2026Q2: 92,273 shares 92,273 $4.67M 0.35% +1,279 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,671 shares; 2024Q4: 57,337 shares; 2025Q1: 55,637 shares; 2025Q2: 56,339 shares; 2025Q3: 56,019 shares; 2025Q4: 55,390 shares; 2026Q1: 54,858 shares; 2026Q2: 54,755 shares 54,755 $4.59M 0.35% -103 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,755 shares; 2024Q4: 26,198 shares; 2025Q1: 25,367 shares; 2025Q2: 25,329 shares; 2025Q3: 25,040 shares; 2025Q4: 24,632 shares; 2026Q1: 23,002 shares; 2026Q2: 22,428 shares 22,428 $4.43M 0.34% -574 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: 4,680 shares; 2024Q4: 4,596 shares; 2025Q1: 4,575 shares; 2025Q2: 4,614 shares; 2025Q3: 4,614 shares; 2025Q4: 4,611 shares; 2026Q1: 4,597 shares; 2026Q2: 36,349 shares 36,349 $4.34M 0.33% +31,752 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,859 shares; 2024Q4: 78,323 shares; 2025Q1: 86,388 shares; 2025Q2: 81,126 shares; 2025Q3: 81,784 shares; 2025Q4: 91,019 shares; 2026Q1: 86,178 shares; 2026Q2: 82,878 shares 82,878 $4.32M 0.33% -3,300 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,352 shares; 2024Q4: 94,618 shares; 2025Q1: 87,589 shares; 2025Q2: 82,601 shares; 2025Q3: 97,029 shares; 2025Q4: 100,962 shares; 2026Q1: 85,643 shares; 2026Q2: 75,662 shares 75,662 $4.3M 0.33% -9,981 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: 125,769 shares; 2024Q4: 117,044 shares; 2025Q1: 100,282 shares; 2025Q2: 89,933 shares; 2025Q3: 80,364 shares; 2025Q4: 73,143 shares; 2026Q1: 57,661 shares; 2026Q2: 52,392 shares 52,392 $4.16M 0.31% -5,269 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: 10,396 shares; 2024Q4: 10,286 shares; 2025Q1: 10,344 shares; 2025Q2: 11,515 shares; 2025Q3: 11,517 shares; 2025Q4: 11,287 shares; 2026Q1: 11,103 shares; 2026Q2: 11,025 shares 11,025 $4.08M 0.31% -78 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,441 shares; 2024Q4: 54,441 shares; 2025Q1: 54,441 shares; 2025Q2: 54,441 shares; 2025Q3: 54,441 shares; 2025Q4: 54,441 shares; 2026Q1: 54,097 shares; 2026Q2: 53,891 shares 53,891 $4.07M 0.31% -206 Timeline VCSH 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: 53,228 shares; 2024Q4: 54,631 shares; 2025Q1: 54,410 shares; 2025Q2: 55,445 shares; 2025Q3: 53,556 shares; 2025Q4: 50,254 shares; 2026Q1: 49,030 shares; 2026Q2: 48,901 shares 48,901 $3.86M 0.29% -129 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,839 shares; 2024Q4: 150,387 shares; 2025Q1: 108,263 shares; 2025Q2: 102,445 shares; 2025Q3: 98,089 shares; 2025Q4: 91,140 shares; 2026Q1: 66,106 shares; 2026Q2: 62,238 shares 62,238 $3.78M 0.29% -3,868 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,091 shares; 2024Q4: 38,091 shares; 2025Q1: 38,091 shares; 2025Q2: 38,091 shares; 2025Q3: 37,753 shares; 2025Q4: 36,753 shares; 2026Q1: 35,753 shares; 2026Q2: 35,753 shares 35,753 $3.74M 0.28% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,580 shares; 2024Q4: 58,249 shares; 2025Q1: 64,876 shares; 2025Q2: 66,229 shares; 2025Q3: 67,556 shares; 2025Q4: 73,620 shares; 2026Q1: 76,619 shares; 2026Q2: 77,229 shares 77,229 $3.66M 0.28% +610 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: 10,306 shares; 2024Q4: 10,296 shares; 2025Q1: 10,306 shares; 2025Q2: 10,606 shares; 2025Q3: 10,582 shares; 2025Q4: 10,233 shares; 2026Q1: 10,354 shares; 2026Q2: 10,237 shares 10,237 $3.62M 0.27% -117 Timeline DFEM 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: 159,192 shares; 2024Q4: 134,309 shares; 2025Q1: 116,985 shares; 2025Q2: 104,829 shares; 2025Q3: 96,940 shares; 2025Q4: 89,983 shares; 2026Q1: 85,189 shares; 2026Q2: 83,714 shares 83,714 $3.4M 0.26% -1,475 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: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 9,758 shares; 2025Q2: 9,184 shares; 2025Q3: 9,384 shares; 2025Q4: 9,305 shares; 2026Q1: 9,360 shares; 2026Q2: 9,478 shares 9,478 $3.39M 0.26% +118 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,328 shares; 2024Q4: 38,006 shares; 2025Q1: 31,476 shares; 2025Q2: 28,740 shares; 2025Q3: 28,404 shares; 2025Q4: 27,856 shares; 2026Q1: 25,892 shares; 2026Q2: 25,502 shares 25,502 $3.17M 0.24% -390 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: 11,712 shares; 2024Q4: 12,048 shares; 2025Q1: 11,189 shares; 2025Q2: 10,720 shares; 2025Q3: 11,529 shares; 2025Q4: 11,807 shares; 2026Q1: 11,760 shares; 2026Q2: 13,028 shares 13,028 $3.11M 0.24% +1,268 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: 7,176 shares; 2024Q4: 4,655 shares; 2025Q1: 758,389 shares; 2025Q2: 800,386 shares; 2025Q3: 24,890 shares; 2025Q4: 11,838 shares; 2026Q1: 33,590 shares; 2026Q2: 33,496 shares 33,496 $3.07M 0.23% -94 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: 8,543 shares; 2024Q4: 8,629 shares; 2025Q1: 8,626 shares; 2025Q2: 8,585 shares; 2025Q3: 8,451 shares; 2025Q4: 8,540 shares; 2026Q1: 8,558 shares; 2026Q2: 8,578 shares 8,578 $2.81M 0.21% +20 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: 2,559 shares; 2024Q4: 3,350 shares; 2025Q1: 3,635 shares; 2025Q2: 3,798 shares; 2025Q3: 3,736 shares; 2025Q4: 3,713 shares; 2026Q1: 3,659 shares; 2026Q2: 3,605 shares 3,605 $2.69M 0.2% -54 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,312 shares; 2024Q4: 71,227 shares; 2025Q1: 62,960 shares; 2025Q2: 58,980 shares; 2025Q3: 56,575 shares; 2025Q4: 54,244 shares; 2026Q1: 48,380 shares; 2026Q2: 46,431 shares 46,431 $2.62M 0.2% -1,949 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: 11,892 shares; 2024Q4: 12,492 shares; 2025Q1: 14,230 shares; 2025Q2: 11,418 shares; 2025Q3: 12,188 shares; 2025Q4: 12,229 shares; 2026Q1: 12,643 shares; 2026Q2: 12,982 shares 12,982 $2.6M 0.2% +339 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,354 shares; 2024Q4: 44,161 shares; 2025Q1: 41,335 shares; 2025Q2: 41,467 shares; 2025Q3: 38,028 shares; 2025Q4: 43,870 shares; 2026Q1: 43,118 shares; 2026Q2: 42,317 shares 42,317 $2.31M 0.18% -801 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: 9,097 shares; 2024Q4: 9,071 shares; 2025Q1: 9,296 shares; 2025Q2: 9,296 shares; 2025Q3: 9,373 shares; 2025Q4: 9,201 shares; 2026Q1: 9,022 shares; 2026Q2: 9,004 shares 9,004 $2.27M 0.17% -18 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: 28,588 shares; 2024Q4: 28,564 shares; 2025Q1: 28,560 shares; 2025Q2: 29,706 shares; 2025Q3: 28,427 shares; 2025Q4: 28,268 shares; 2026Q1: 27,701 shares; 2026Q2: 27,701 shares 27,701 $2.17M 0.16% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,575 shares; 2024Q4: 32,966 shares; 2025Q1: 32,821 shares; 2025Q2: 32,694 shares; 2025Q3: 29,237 shares; 2025Q4: 29,128 shares; 2026Q1: 28,393 shares; 2026Q2: 27,928 shares 27,928 $2.09M 0.16% -465 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,317 shares; 2024Q4: 57,172 shares; 2025Q1: 54,414 shares; 2025Q2: 54,414 shares; 2025Q3: 54,125 shares; 2025Q4: 52,778 shares; 2026Q1: 50,701 shares; 2026Q2: 49,918 shares 49,918 $2.03M 0.15% -783 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: 10,289 shares; 2024Q4: 10,187 shares; 2025Q1: 10,287 shares; 2025Q2: 10,140 shares; 2025Q3: 10,073 shares; 2025Q4: 9,991 shares; 2026Q1: 8,411 shares; 2026Q2: 7,699 shares 7,699 $1.96M 0.15% -712 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: 4,686 shares; 2024Q4: 4,632 shares; 2025Q1: 4,619 shares; 2025Q2: 4,525 shares; 2025Q3: 4,603 shares; 2025Q4: 4,603 shares; 2026Q1: 4,429 shares; 2026Q2: 4,505 shares 4,505 $1.87M 0.14% +76 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: 10,112 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,126 shares; 2026Q1: 10,101 shares; 2026Q2: 10,042 shares 10,042 $1.86M 0.14% -59 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,398 shares; 2024Q4: 61,209 shares; 2025Q1: 51,777 shares; 2025Q2: 50,845 shares; 2025Q3: 49,716 shares; 2025Q4: 48,803 shares; 2026Q1: 42,833 shares; 2026Q2: 42,817 shares 42,817 $1.77M 0.13% -16 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 398 shares; 2025Q4: 443 shares; 2026Q1: 525 shares; 2026Q2: 4,308 shares 4,308 $1.63M 0.12% +3,783 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: 16,937 shares; 2024Q4: 16,782 shares; 2025Q1: 15,163 shares; 2025Q2: 15,258 shares; 2025Q3: 15,018 shares; 2025Q4: 14,838 shares; 2026Q1: 13,853 shares; 2026Q2: 13,754 shares 13,754 $1.62M 0.12% -99 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,697 shares; 2024Q4: 9,539 shares; 2025Q1: 9,449 shares; 2025Q2: 9,449 shares; 2025Q3: 9,549 shares; 2025Q4: 9,484 shares; 2026Q1: 8,764 shares; 2026Q2: 11,807 shares 11,807 $1.61M 0.12% +3,043 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 2 shares 2 $1.5M 0.11% -1 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,938 shares; 2024Q4: 19,909 shares; 2025Q1: 21,858 shares; 2025Q2: 18,335 shares; 2025Q3: 18,365 shares; 2025Q4: 18,470 shares; 2026Q1: 18,001 shares; 2026Q2: 17,980 shares 17,980 $1.48M 0.11% -21 Timeline SLYG 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: 35,428 shares; 2024Q4: 34,806 shares; 2025Q1: 22,350 shares; 2025Q2: 16,394 shares; 2025Q3: 15,637 shares; 2025Q4: 14,864 shares; 2026Q1: 13,338 shares; 2026Q2: 12,175 shares 12,175 $1.45M 0.11% -1,163 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,748 shares; 2024Q4: 20,672 shares; 2025Q1: 16,775 shares; 2025Q2: 12,937 shares; 2025Q3: 11,621 shares; 2025Q4: 11,535 shares; 2026Q1: 11,555 shares; 2026Q2: 11,622 shares 11,622 $1.45M 0.11% +67 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: 3,068 shares; 2024Q4: 3,018 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 3,434 shares; 2025Q4: 4,516 shares; 2026Q1: 4,390 shares; 2026Q2: 4,367 shares 4,367 $1.44M 0.11% -23 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: 12,508 shares; 2024Q4: 13,690 shares; 2025Q1: 13,349 shares; 2025Q2: 13,099 shares; 2025Q3: 13,099 shares; 2025Q4: 13,144 shares; 2026Q1: 14,557 shares; 2026Q2: 14,557 shares 14,557 $1.41M 0.11% 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: 14,996 shares; 2024Q4: 15,001 shares; 2025Q1: 15,451 shares; 2025Q2: 14,868 shares; 2025Q3: 14,868 shares; 2025Q4: 14,754 shares; 2026Q1: 14,601 shares; 2026Q2: 14,601 shares 14,601 $1.41M 0.11% 0 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: 5,306 shares; 2024Q4: 5,102 shares; 2025Q1: 4,987 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,941 shares; 2026Q1: 4,663 shares; 2026Q2: 5,155 shares 5,155 $1.39M 0.11% +492 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,410 shares; 2024Q4: 55,534 shares; 2025Q1: 51,814 shares; 2025Q2: 48,237 shares; 2025Q3: 48,764 shares; 2025Q4: 55,040 shares; 2026Q1: 57,934 shares; 2026Q2: 58,470 shares 58,470 $1.35M 0.1% +536 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: 15,375 shares; 2024Q4: 15,268 shares; 2025Q1: 14,923 shares; 2025Q2: 14,855 shares; 2025Q3: 14,805 shares; 2025Q4: 14,676 shares; 2026Q1: 14,591 shares; 2026Q2: 14,643 shares 14,643 $1.35M 0.1% +52 Timeline AIQ 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: 1,410 shares; 2024Q4: 1,378 shares; 2025Q1: 1,327 shares; 2025Q2: 1,829 shares; 2025Q3: 2,168 shares; 2025Q4: 19,614 shares; 2026Q1: 19,639 shares; 2026Q2: 19,639 shares 19,639 $1.29M 0.1% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $1.21M 0.09% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 34 shares; 2026Q1: 34 shares; 2026Q2: 7,430 shares 7,430 $1.2M 0.09% +7,396 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 8,133 shares; 2025Q1: 7,663 shares; 2025Q2: 7,539 shares; 2025Q3: 7,414 shares; 2025Q4: 7,370 shares; 2026Q1: 7,112 shares; 2026Q2: 6,643 shares 6,643 $1.19M 0.09% -469 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: 1,024 shares; 2024Q4: 1,016 shares; 2025Q1: 1,313 shares; 2025Q2: 1,289 shares; 2025Q3: 1,279 shares; 2025Q4: 1,662 shares; 2026Q1: 1,648 shares; 2026Q2: 1,611 shares 1,611 $1.19M 0.09% -37 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,725 shares; 2024Q4: 95,646 shares; 2025Q1: 81,522 shares; 2025Q2: 69,362 shares; 2025Q3: 26,672 shares; 2025Q4: 27,117 shares; 2026Q1: 27,441 shares; 2026Q2: 24,189 shares 24,189 $1.17M 0.09% -3,252 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: 13,476 shares; 2024Q4: 13,192 shares; 2025Q1: 12,858 shares; 2025Q2: 12,858 shares; 2025Q3: 12,839 shares; 2025Q4: 12,860 shares; 2026Q1: 12,679 shares; 2026Q2: 12,629 shares 12,629 $1.15M 0.09% -50 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: 2,031 shares; 2024Q4: 2,004 shares; 2025Q1: 1,794 shares; 2025Q2: 1,779 shares; 2025Q3: 1,945 shares; 2025Q4: 2,005 shares; 2026Q1: 2,013 shares; 2026Q2: 2,018 shares 2,018 $1.14M 0.09% +5 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 3,267 shares; 2025Q1: 3,523 shares; 2025Q2: 3,879 shares; 2025Q3: 4,151 shares; 2025Q4: 4,356 shares; 2026Q1: 4,529 shares; 2026Q2: 4,721 shares 4,721 $1.11M 0.08% +192 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: 13,508 shares; 2024Q4: 13,673 shares; 2025Q1: 13,423 shares; 2025Q2: 13,154 shares; 2025Q3: 13,141 shares; 2025Q4: 13,424 shares; 2026Q1: 13,361 shares; 2026Q2: 13,361 shares 13,361 $1.11M 0.08% 0 Timeline GDX 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: 15,104 shares; 2024Q4: 15,104 shares; 2025Q1: 15,104 shares; 2025Q2: 14,898 shares; 2025Q3: 14,898 shares; 2025Q4: 14,898 shares; 2026Q1: 14,539 shares; 2026Q2: 14,539 shares 14,539 $1.1M 0.08% 0 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: 19,197 shares; 2024Q4: 19,009 shares; 2025Q1: 18,896 shares; 2025Q2: 18,896 shares; 2025Q3: 18,477 shares; 2025Q4: 18,269 shares; 2026Q1: 18,072 shares; 2026Q2: 18,925 shares 18,925 $1.08M 0.08% +853 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: 1,882 shares; 2024Q4: 1,797 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,739 shares; 2026Q1: 1,689 shares; 2026Q2: 1,694 shares 1,694 $1.07M 0.08% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,136 shares; 2024Q4: 9,136 shares; 2025Q1: 9,088 shares; 2025Q2: 9,009 shares; 2025Q3: 8,936 shares; 2025Q4: 8,782 shares; 2026Q1: 8,113 shares; 2026Q2: 7,778 shares 7,778 $1.07M 0.08% -335 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,955 shares; 2024Q4: 42,645 shares; 2025Q1: 35,616 shares; 2025Q2: 38,563 shares; 2025Q3: 38,036 shares; 2025Q4: 40,358 shares; 2026Q1: 42,139 shares; 2026Q2: 42,716 shares 42,716 $1.07M 0.08% +577 Timeline SMOG 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: 2,788 shares; 2024Q4: 6,296 shares; 2025Q1: 6,389 shares; 2025Q2: 6,477 shares; 2025Q3: 6,941 shares; 2025Q4: 6,969 shares; 2026Q1: 7,294 shares; 2026Q2: 7,224 shares 7,224 $1.06M 0.08% -70 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: 4,350 shares; 2024Q4: 3,844 shares; 2025Q1: 3,844 shares; 2025Q2: 3,842 shares; 2025Q3: 3,784 shares; 2025Q4: 3,771 shares; 2026Q1: 3,623 shares; 2026Q2: 3,302 shares 3,302 $1.01M 0.08% -321 Timeline PWV 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: 26,317 shares; 2024Q4: 25,378 shares; 2025Q1: 21,265 shares; 2025Q2: 20,777 shares; 2025Q3: 19,359 shares; 2025Q4: 18,718 shares; 2026Q1: 15,092 shares; 2026Q2: 13,332 shares 13,332 $1.01M 0.08% -1,760 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: 7,727 shares; 2024Q4: 7,702 shares; 2025Q1: 7,074 shares; 2025Q2: 7,074 shares; 2025Q3: 6,657 shares; 2025Q4: 6,474 shares; 2026Q1: 6,249 shares; 2026Q2: 6,281 shares 6,281 $984K 0.07% +32 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: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 6,267 shares; 2025Q2: 6,167 shares; 2025Q3: 6,559 shares; 2025Q4: 6,590 shares; 2026Q1: 6,624 shares; 2026Q2: 6,658 shares 6,658 $976K 0.07% +34 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: 17,071 shares; 2024Q4: 16,935 shares; 2025Q1: 16,935 shares; 2025Q2: 18,907 shares; 2025Q3: 18,907 shares; 2025Q4: 18,907 shares; 2026Q1: 18,907 shares; 2026Q2: 18,907 shares 18,907 $964K 0.07% 0 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: 22,834 shares; 2024Q4: 25,192 shares; 2025Q1: 21,816 shares; 2025Q2: 26,250 shares; 2025Q3: 25,774 shares; 2025Q4: 27,667 shares; 2026Q1: 26,949 shares; 2026Q2: 17,447 shares 17,447 $920K 0.07% -9,502 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: 6,016 shares; 2024Q4: 5,366 shares; 2025Q1: 5,011 shares; 2025Q2: 4,554 shares; 2025Q3: 4,406 shares; 2025Q4: 5,004 shares; 2026Q1: 5,004 shares; 2026Q2: 5,682 shares 5,682 $920K 0.07% +678 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,891 shares; 2024Q4: 7,285 shares; 2025Q1: 6,319 shares; 2025Q2: 6,516 shares; 2025Q3: 6,708 shares; 2025Q4: 6,759 shares; 2026Q1: 6,119 shares; 2026Q2: 5,930 shares 5,930 $915K 0.07% -189 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,901 shares; 2024Q4: 30,164 shares; 2025Q1: 29,343 shares; 2025Q2: 27,645 shares; 2025Q3: 25,338 shares; 2025Q4: 24,128 shares; 2026Q1: 23,518 shares; 2026Q2: 22,736 shares 22,736 $915K 0.07% -782 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,498 shares; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 8,170 shares; 2026Q1: 8,170 shares; 2026Q2: 8,170 shares 8,170 $879K 0.07% 0 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,286 shares; 2024Q4: 22,056 shares; 2025Q1: 20,346 shares; 2025Q2: 20,040 shares; 2025Q3: 18,881 shares; 2025Q4: 18,646 shares; 2026Q1: 17,984 shares; 2026Q2: 17,498 shares 17,498 $850K 0.06% -486 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $846K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,246 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,224 shares; 2026Q1: 1,182 shares; 2026Q2: 1,210 shares 1,210 $831K 0.06% +28 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: 6,489 shares; 2024Q4: 7,662 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares; 2026Q1: 7,594 shares; 2026Q2: 7,507 shares 7,507 $828K 0.06% -87 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: 42,174 shares; 2024Q4: 42,948 shares; 2025Q1: 38,111 shares; 2025Q2: 36,139 shares; 2025Q3: 29,001 shares; 2025Q4: 24,818 shares; 2026Q1: 17,866 shares; 2026Q2: 16,063 shares 16,063 $812K 0.06% -1,803 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares; 2026Q2: 1,763 shares 1,763 $809K 0.06% -14 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: 1,298 shares; 2024Q4: 1,330 shares; 2025Q1: 1,212 shares; 2025Q2: 1,569 shares; 2025Q3: 1,688 shares; 2025Q4: 1,751 shares; 2026Q1: 1,768 shares; 2026Q2: 1,918 shares 1,918 $807K 0.06% +150 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,383 shares; 2024Q4: 21,463 shares; 2025Q1: 18,964 shares; 2025Q2: 15,902 shares; 2025Q3: 14,862 shares; 2025Q4: 14,767 shares; 2026Q1: 14,652 shares; 2026Q2: 14,615 shares 14,615 $786K 0.06% -37 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: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,806 shares; 2025Q2: 7,579 shares; 2025Q3: 7,579 shares; 2025Q4: 7,478 shares; 2026Q1: 7,478 shares; 2026Q2: 7,478 shares 7,478 $777K 0.06% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,486 shares; 2024Q4: 13,367 shares; 2025Q1: 12,662 shares; 2025Q2: 11,912 shares; 2025Q3: 11,912 shares; 2025Q4: 10,919 shares; 2026Q1: 10,189 shares; 2026Q2: 9,346 shares 9,346 $760K 0.06% -843 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,241 shares; 2024Q4: 22,324 shares; 2025Q1: 18,581 shares; 2025Q2: 16,941 shares; 2025Q3: 16,271 shares; 2025Q4: 16,215 shares; 2026Q1: 15,165 shares; 2026Q2: 15,165 shares 15,165 $756K 0.06% 0 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: 2,566 shares; 2024Q4: 3,070 shares; 2025Q1: 3,003 shares; 2025Q2: 2,988 shares; 2025Q3: 2,687 shares; 2025Q4: 2,665 shares; 2026Q1: 2,631 shares; 2026Q2: 2,486 shares 2,486 $747K 0.06% -145 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: 6,433 shares; 2024Q4: 6,857 shares; 2025Q1: 6,273 shares; 2025Q2: 6,605 shares; 2025Q3: 7,279 shares; 2025Q4: 7,303 shares; 2026Q1: 5,624 shares; 2026Q2: 5,381 shares 5,381 $712K 0.05% -243 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: 5,788 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,740 shares; 2026Q1: 5,441 shares; 2026Q2: 5,494 shares 5,494 $706K 0.05% +53 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: 4,260 shares; 2024Q4: 4,340 shares; 2025Q1: 4,515 shares; 2025Q2: 4,340 shares; 2025Q3: 4,458 shares; 2025Q4: 4,483 shares; 2026Q1: 4,790 shares; 2026Q2: 4,256 shares 4,256 $705K 0.05% -534 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: 12,493 shares; 2024Q4: 11,016 shares; 2025Q1: 9,130 shares; 2025Q2: 9,013 shares; 2025Q3: 8,953 shares; 2025Q4: 8,416 shares; 2026Q1: 8,314 shares; 2026Q2: 8,314 shares 8,314 $687K 0.05% 0 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: 2,083 shares; 2024Q4: 2,008 shares; 2025Q1: 2,009 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,939 shares; 2026Q1: 1,975 shares; 2026Q2: 2,002 shares 2,002 $687K 0.05% +27 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 696 shares; 2026Q2: 706 shares 706 $679K 0.05% +10 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: 4,478 shares; 2024Q4: 4,459 shares; 2025Q1: 4,391 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,396 shares; 2026Q1: 4,347 shares; 2026Q2: 4,548 shares 4,548 $667K 0.05% +201 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: 3,562 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $660K 0.05% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 2,144 shares 2,144 $649K 0.05% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 6,116 shares; 2025Q1: 5,781 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,588 shares; 2026Q1: 5,061 shares; 2026Q2: 4,736 shares 4,736 $647K 0.05% -325 Timeline SLYV 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: 19,467 shares; 2024Q4: 18,547 shares; 2025Q1: 12,765 shares; 2025Q2: 8,931 shares; 2025Q3: 8,311 shares; 2025Q4: 8,192 shares; 2026Q1: 6,651 shares; 2026Q2: 5,825 shares 5,825 $636K 0.05% -826 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,044 shares; 2024Q4: 7,200 shares; 2025Q1: 6,621 shares; 2025Q2: 6,324 shares; 2025Q3: 5,824 shares; 2025Q4: 5,868 shares; 2026Q1: 6,288 shares; 2026Q2: 6,477 shares 6,477 $632K 0.05% +189 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: 1,990 shares; 2024Q4: 1,518 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 32,479 shares; 2026Q2: 6,373 shares 6,373 $631K 0.05% -26,106 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 965 shares; 2025Q1: 943 shares; 2025Q2: 933 shares; 2025Q3: 924 shares; 2025Q4: 920 shares; 2026Q1: 887 shares; 2026Q2: 878 shares 878 $618K 0.05% -9 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: 1,082 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares; 2026Q2: 4,970 shares 4,970 $617K 0.05% +3,727 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: 4,484 shares; 2024Q4: 4,440 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,273 shares; 2026Q1: 4,253 shares; 2026Q2: 4,283 shares 4,283 $541K 0.04% +30 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 444 shares; 2025Q4: 449 shares; 2026Q1: 448 shares; 2026Q2: 450 shares 450 $540K 0.04% +2 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: 1,623 shares; 2024Q4: 1,454 shares; 2025Q1: 1,494 shares; 2025Q2: 1,524 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,496 shares; 2026Q2: 1,503 shares 1,503 $530K 0.04% +7 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: 4,168 shares; 2024Q4: 4,146 shares; 2025Q1: 3,877 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,755 shares; 2026Q1: 3,771 shares; 2026Q2: 3,848 shares 3,848 $521K 0.04% +77 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: 11,445 shares; 2024Q4: 11,445 shares; 2025Q1: 11,445 shares; 2025Q2: 10,775 shares; 2025Q3: 10,605 shares; 2025Q4: 10,737 shares; 2026Q1: 9,980 shares; 2026Q2: 9,556 shares 9,556 $511K 0.04% -424 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: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,685 shares; 2025Q2: 3,650 shares; 2025Q3: 3,500 shares; 2025Q4: 3,513 shares; 2026Q1: 3,488 shares; 2026Q2: 3,469 shares 3,469 $497K 0.04% -19 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: 7,451 shares; 2024Q4: 6,903 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,187 shares; 2025Q4: 4,427 shares; 2026Q1: 3,341 shares; 2026Q2: 3,255 shares 3,255 $471K 0.04% -86 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: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,859 shares; 2026Q1: 1,965 shares; 2026Q2: 1,815 shares 1,815 $464K 0.04% -150 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,843 shares; 2025Q1: 2,673 shares; 2025Q2: 2,666 shares; 2025Q3: 2,748 shares; 2025Q4: 3,241 shares; 2026Q1: 3,264 shares; 2026Q2: 3,244 shares 3,244 $462K 0.03% -20 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,717 shares; 2025Q1: 2,563 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,478 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $459K 0.03% 0 Timeline MOTI 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: 39,870 shares; 2024Q4: 35,377 shares; 2025Q1: 28,509 shares; 2025Q2: 21,978 shares; 2025Q3: 21,978 shares; 2025Q4: 21,702 shares; 2026Q1: 21,702 shares; 2026Q2: 13,772 shares 13,772 $458K 0.03% -7,930 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: 7,634 shares; 2024Q4: 7,596 shares; 2025Q1: 7,154 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares; 2025Q4: 7,287 shares; 2026Q1: 7,287 shares; 2026Q2: 8,195 shares 8,195 $444K 0.03% +908 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: 3,301 shares; 2025Q1: 3,251 shares; 2025Q2: 3,347 shares; 2025Q3: 3,251 shares; 2025Q4: 3,361 shares; 2026Q1: 3,395 shares; 2026Q2: 3,369 shares 3,369 $440K 0.03% -26 Timeline SSII SS INNOVATIONS INTERNATIONAL More: the full row for SS INNOVATIONS INTERNATIONAL Quarterly shares; 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: 87,703 shares; 2026Q1: 116,937 shares; 2026Q2: 102,291 shares 102,291 $425K 0.03% -14,646 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: 10,786 shares; 2024Q4: 10,786 shares; 2025Q1: 11,786 shares; 2025Q2: 10,386 shares; 2025Q3: 10,286 shares; 2025Q4: 10,421 shares; 2026Q1: 9,115 shares; 2026Q2: 8,844 shares 8,844 $420K 0.03% -271 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: 5,654 shares; 2024Q4: 5,438 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 3,678 shares; 2025Q4: 3,737 shares; 2026Q1: 4,291 shares; 2026Q2: 3,998 shares 3,998 $414K 0.03% -293 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: 1,562 shares; 2024Q4: 1,763 shares; 2025Q1: 4,327 shares; 2025Q2: 4,302 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,105 shares; 2026Q2: 2,593 shares 2,593 $406K 0.03% -1,512 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,868 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 3,702 shares; 2026Q1: 3,446 shares; 2026Q2: 3,446 shares 3,446 $404K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 9,036 shares; 2025Q3: 8,727 shares; 2025Q4: 8,786 shares; 2026Q1: 8,351 shares; 2026Q2: 8,351 shares 8,351 $401K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,628 shares; 2025Q3: 1,548 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,637 shares 1,637 $397K 0.03% -12 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,807 shares; 2024Q4: 17,091 shares; 2025Q1: 11,076 shares; 2025Q2: 10,427 shares; 2025Q3: 10,301 shares; 2025Q4: 9,976 shares; 2026Q1: 9,344 shares; 2026Q2: 8,228 shares 8,228 $394K 0.03% -1,116 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,048 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $371K 0.03% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,806 shares; 2025Q4: 4,806 shares; 2026Q1: 4,806 shares; 2026Q2: 4,806 shares 4,806 $357K 0.03% 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: 1,512 shares; 2024Q4: 1,488 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,308 shares; 2025Q4: 1,312 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $357K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 661 shares; 2025Q1: 621 shares; 2025Q2: 566 shares; 2025Q3: 610 shares; 2025Q4: 637 shares; 2026Q1: 657 shares; 2026Q2: 663 shares 663 $341K 0.03% +6 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,121 shares; 2024Q4: 25,485 shares; 2025Q1: 27,275 shares; 2025Q2: 21,252 shares; 2025Q3: 21,252 shares; 2025Q4: 21,252 shares; 2026Q1: 21,252 shares; 2026Q2: 21,252 shares 21,252 $338K 0.03% 0 Timeline DCOR 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: 4,051 shares 4,051 $332K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,427 shares; 2024Q4: 5,422 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares; 2026Q1: 4,932 shares; 2026Q2: 4,932 shares 4,932 $332K 0.03% 0 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: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 4,041 shares; 2026Q1: 4,041 shares; 2026Q2: 4,061 shares 4,061 $326K 0.02% +20 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,683 shares; 2024Q4: 12,556 shares; 2025Q1: 12,533 shares; 2025Q2: 12,334 shares; 2025Q3: 11,324 shares; 2025Q4: 11,473 shares; 2026Q1: 9,966 shares; 2026Q2: 9,268 shares 9,268 $323K 0.02% -698 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,797 shares; 2024Q4: 4,904 shares; 2025Q1: 4,193 shares; 2025Q2: 3,546 shares; 2025Q3: 3,412 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares; 2026Q2: 3,151 shares 3,151 $318K 0.02% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 297 shares; 2025Q2: 307 shares; 2025Q3: 327 shares; 2025Q4: 297 shares; 2026Q1: 323 shares; 2026Q2: 327 shares 327 $306K 0.02% +4 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 6,079 shares; 2025Q2: 5,900 shares; 2025Q3: 5,298 shares; 2025Q4: 5,329 shares; 2026Q1: 5,281 shares; 2026Q2: 5,281 shares 5,281 $304K 0.02% 0 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 897 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 1,217 shares 1,217 $302K 0.02% +6 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: 1,238 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,080 shares; 2026Q2: 1,083 shares 1,083 $299K 0.02% +3 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: 1,333 shares 1,333 $298K 0.02% new 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: 6,683 shares; 2024Q4: 7,174 shares; 2025Q1: 7,174 shares; 2025Q2: 7,174 shares; 2025Q3: 7,174 shares; 2025Q4: 4,803 shares; 2026Q1: 4,803 shares; 2026Q2: 4,877 shares 4,877 $295K 0.02% +74 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: 1,329 shares 1,329 $294K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: 6,863 shares; 2025Q1: 6,863 shares; 2025Q2: 6,863 shares; 2025Q3: 7,415 shares; 2025Q4: 6,863 shares; 2026Q1: 6,955 shares; 2026Q2: 6,863 shares 6,863 $293K 0.02% -92 Timeline PRN 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: 1,502 shares; 2024Q4: 1,487 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,391 shares; 2025Q4: 1,367 shares; 2026Q1: 1,197 shares; 2026Q2: 1,123 shares 1,123 $293K 0.02% -74 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: 1,004 shares; 2024Q4: 970 shares; 2025Q1: 995 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 1,026 shares; 2026Q1: 974 shares; 2026Q2: 927 shares 927 $276K 0.02% -47 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: 5,162 shares; 2024Q4: 4,508 shares; 2025Q1: 4,328 shares; 2025Q2: 4,260 shares; 2025Q3: 4,174 shares; 2025Q4: 4,089 shares; 2026Q1: 4,089 shares; 2026Q2: 4,089 shares 4,089 $275K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,076 shares; 2024Q4: 7,797 shares; 2025Q1: 6,402 shares; 2025Q2: 6,186 shares; 2025Q3: 6,018 shares; 2025Q4: 6,030 shares; 2026Q1: 5,827 shares; 2026Q2: 4,856 shares 4,856 $272K 0.02% -971 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: 2,158 shares; 2024Q4: 2,071 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,698 shares; 2025Q4: 1,665 shares; 2026Q1: 1,564 shares; 2026Q2: 1,213 shares 1,213 $264K 0.02% -351 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 1,841 shares 1,841 $263K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 239 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 239 shares; 2025Q4: 251 shares; 2026Q1: 246 shares; 2026Q2: 237 shares 237 $252K 0.02% -9 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 613 shares 613 $251K 0.02% -60 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: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,545 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $244K 0.02% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,505 shares 6,505 $242K 0.02% 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 729 shares; 2025Q4: 734 shares; 2026Q1: 688 shares; 2026Q2: 657 shares 657 $238K 0.02% -31 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: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,214 shares; 2026Q1: 2,313 shares; 2026Q2: 2,213 shares 2,213 $226K 0.02% -100 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: 1,303 shares 1,303 $223K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,618 shares 1,618 $221K 0.02% +9 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: 314 shares; 2024Q4: 313 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 389 shares; 2026Q1: 420 shares; 2026Q2: 461 shares 461 $220K 0.02% +41 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: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,271 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares; 2026Q2: 4,370 shares 4,370 $220K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,272 shares; 2025Q1: 1,982 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,856 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares 1,813 $213K 0.02% 0 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 203 shares; 2026Q1: 200 shares; 2026Q2: 208 shares 208 $210K 0.02% +8 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: 9,914 shares; 2024Q4: 10,045 shares; 2025Q1: 6,761 shares; 2025Q2: 6,713 shares; 2025Q3: 6,477 shares; 2025Q4: 6,169 shares; 2026Q1: 5,883 shares; 2026Q2: 5,094 shares 5,094 $209K 0.02% -789 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: 455 shares; 2024Q4: 508 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 379 shares; 2025Q4: 395 shares; 2026Q1: 685 shares; 2026Q2: 720 shares 720 $202K 0.02% +35 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: 1,365 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,248 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares 1,664 $194K 0.01% 0 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 490 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $194K 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: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 1,312 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares 1,321 $193K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 416 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 1,018 shares; 2026Q1: 978 shares; 2026Q2: 1,003 shares 1,003 $191K 0.01% +25 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,612 shares; 2025Q1: 2,052 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 1,890 shares; 2026Q1: 1,535 shares; 2026Q2: 1,647 shares 1,647 $187K 0.01% +112 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: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $183K 0.01% 0 Timeline GRID 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: 19 shares; 2025Q3: 246 shares; 2025Q4: 615 shares; 2026Q1: 768 shares; 2026Q2: 923 shares 923 $177K 0.01% +155 Timeline PSL 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: 2,516 shares; 2024Q4: 2,434 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 1,657 shares; 2026Q1: 1,600 shares; 2026Q2: 1,558 shares 1,558 $174K 0.01% -42 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: 2,624 shares; 2024Q4: 1,449 shares; 2025Q1: 1,053 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,890 shares; 2026Q1: 1,841 shares; 2026Q2: 1,837 shares 1,837 $172K 0.01% -4 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: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 691 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $172K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,670 shares; 2026Q1: 9,670 shares; 2026Q2: 9,670 shares 9,670 $171K 0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $171K 0.01% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares; 2025Q4: 2,731 shares; 2026Q1: 1,781 shares; 2026Q2: 1,792 shares 1,792 $167K 0.01% +11 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: 8,042 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 8,643 shares; 2026Q1: 8,092 shares; 2026Q2: 6,949 shares 6,949 $167K 0.01% -1,143 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares; 2026Q2: 2,179 shares 2,179 $166K 0.01% +18 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares; 2026Q2: 1,432 shares 1,432 $154K 0.01% 0 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 306 shares; 2025Q3: 295 shares; 2025Q4: 357 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $152K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 936 shares; 2026Q1: 886 shares; 2026Q2: 891 shares 891 $151K 0.01% +5 Timeline RFV 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $148K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,665 shares; 2025Q1: 1,132 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 923 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $142K 0.01% 0 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: 3,643 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,161 shares; 2026Q1: 3,084 shares; 2026Q2: 3,347 shares 3,347 $142K 0.01% +263 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $136K 0.01% 0 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: 533 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $132K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,283 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $132K 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 349 shares 349 $131K 0.01% +27 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 277 shares; 2026Q2: 301 shares 301 $130K 0.01% +24 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,830 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,444 shares 1,444 $130K 0.01% -271 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares; 2026Q2: 2,918 shares 2,918 $129K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $128K 0.01% 0 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: 5,638 shares; 2024Q4: 5,391 shares; 2025Q1: 5,424 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 6,018 shares; 2026Q1: 6,018 shares; 2026Q2: 6,052 shares 6,052 $125K 0.01% +34 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $125K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $123K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 336 shares; 2025Q1: 308 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 362 shares; 2026Q2: 335 shares 335 $123K 0.01% -27 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $122K 0.01% 0 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: 472 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares; 2026Q2: 1,262 shares 1,262 $121K 0.01% 0 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: 1,233 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,233 shares; 2025Q4: 1,289 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $120K 0.01% 0 Timeline DFAX 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $114K 0.01% 0 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 106 shares; 2025Q2: 110 shares; 2025Q3: 79 shares; 2025Q4: 85 shares; 2026Q1: 94 shares; 2026Q2: 97 shares 97 $114K 0.01% +3 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,623 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,374 shares 1,374 $114K 0.01% -242 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $112K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 222 shares; 2026Q1: 252 shares; 2026Q2: 247 shares 247 $110K 0.01% -5 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 536 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 577 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $109K 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: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 350 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $109K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $104K 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 205 shares; 2026Q1: 200 shares; 2026Q2: 458 shares 458 $104K 0.01% +258 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 451 shares; 2025Q3: 443 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 419 shares 419 $103K 0.01% -12 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 193 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $102K 0.01% 0 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: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $102K 0.01% 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: 862 shares; 2024Q4: 862 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $102K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $102K 0.01% 0 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: 433 shares; 2024Q4: 480 shares; 2025Q1: 620 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 465 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461 $99.8K 0.01% 0 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: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 2,323 shares 2,323 $99.1K 0.01% 0 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: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,086 shares; 2026Q1: 2,046 shares; 2026Q2: 2,058 shares 2,058 $95.9K 0.01% +12 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: 3,556 shares; 2025Q3: 3,356 shares; 2025Q4: 3,211 shares; 2026Q1: 2,611 shares; 2026Q2: 2,611 shares 2,611 $95.9K 0.01% 0 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 334 shares 334 $94.4K 0.01% -5 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: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 187 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $92.8K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 756 shares; 2025Q4: 756 shares; 2026Q1: 378 shares; 2026Q2: 189 shares 189 $92.7K 0.01% -189 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $91.5K 0.01% 0 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: 1,016 shares; 2024Q4: 866 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 422 shares 422 $91.2K 0.01% -174 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $90.8K 0.01% 0 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: 99 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 2,440 shares 2,440 $90.2K 0.01% +2,356 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $87.6K 0.01% 0 Timeline SPIP 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: 5,435 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares; 2026Q1: 3,369 shares; 2026Q2: 3,369 shares 3,369 $86.5K 0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,016 shares; 2026Q2: 1,011 shares 1,011 $86.2K 0.01% -5 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: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $84.9K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $83.6K 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 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 $83.5K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 2,502 shares; 2025Q4: 8,589 shares; 2026Q1: 8,589 shares; 2026Q2: 2,502 shares 2,502 $83.3K 0.01% -6,087 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: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 246 shares 246 $83.2K 0.01% +15 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,683 shares; 2026Q1: 467 shares; 2026Q2: 489 shares 489 $82.7K 0.01% +22 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $80.8K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 458 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 457 shares 457 $80.8K 0.01% +17 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: 2,187 shares; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $80.3K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $80.3K 0.01% 0 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: 1,500 shares; 2024Q4: 1,300 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 962 shares 962 $79.3K 0.01% +12 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $76.5K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 1,025 shares 1,025 $76.2K 0.01% +45 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $76.2K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 833 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 594 shares 594 $75.9K 0.01% -41 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: 722 shares; 2025Q3: 726 shares; 2025Q4: 731 shares; 2026Q1: 1,254 shares; 2026Q2: 1,388 shares 1,388 $75K 0.01% +134 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,612 shares; 2026Q2: 3,340 shares 3,340 $73.7K 0.01% +1,728 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 314 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $72.1K 0.01% 0 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: 826 shares; 2024Q4: 2,478 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares; 2026Q2: 2,067 shares 2,067 $72K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,107 shares; 2025Q1: 1,286 shares; 2025Q2: 1,256 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 966 shares; 2026Q2: 688 shares 688 $71.5K 0.01% -278 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $71.5K 0.01% new 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 260 shares; 2026Q2: 262 shares 262 $71.3K 0.01% +2 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: 794 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares; 2026Q2: 2,277 shares 2,277 $70.8K 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 144 shares; 2026Q1: 140 shares; 2026Q2: 144 shares 144 $70.7K 0.01% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,576 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $69.7K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,307 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares; 2025Q3: 1,346 shares; 2025Q4: 1,361 shares; 2026Q1: 1,376 shares; 2026Q2: 1,386 shares 1,386 $69.1K 0.01% +10 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares; 2026Q2: 2,038 shares 2,038 $69K 0.01% 0 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 775 shares; 2026Q2: 1,932 shares 1,932 $67.8K 0.01% +1,157 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 231 shares; 2026Q1: 232 shares; 2026Q2: 382 shares 382 $67.6K 0.01% +150 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $67.6K 0.01% 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: 339 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 296 shares 296 $66.3K 0.01% +7 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 3,064 shares; 2026Q1: 2,982 shares; 2026Q2: 2,982 shares 2,982 $65.4K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 4,069 shares; 2025Q1: 3,716 shares; 2025Q2: 3,719 shares; 2025Q3: 2,926 shares; 2025Q4: 2,928 shares; 2026Q1: 1,918 shares; 2026Q2: 1,919 shares 1,919 $64.9K <0.01% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $64.9K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 712 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $64.7K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 1,992 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,409 shares; 2025Q4: 2,216 shares; 2026Q1: 2,216 shares; 2026Q2: 2,216 shares 2,216 $64.2K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,071 shares; 2025Q1: 1,023 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 871 shares 871 $63.9K <0.01% -52 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $61.4K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $60.2K <0.01% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 188 shares; 2026Q1: 153 shares; 2026Q2: 168 shares 168 $59.5K <0.01% +15 Timeline GDXJ 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $59K <0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $58.9K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $57.9K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 325 shares 325 $57.9K <0.01% +312 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 708 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $57.6K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $57.2K <0.01% 0 Timeline IWS 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: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $55.8K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 495 shares 495 $55.7K <0.01% +9 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: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,381 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 895 shares; 2026Q1: 757 shares; 2026Q2: 742 shares 742 $55.6K <0.01% -15 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $55.1K <0.01% 0 Timeline STXE 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: 1,342 shares; 2024Q4: 1,271 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $54.8K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114 $54.6K <0.01% 0 Timeline NANR 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: 1,393 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 835 shares; 2025Q3: 818 shares; 2025Q4: 779 shares; 2026Q1: 753 shares; 2026Q2: 723 shares 723 $54.6K <0.01% -30 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 684 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $54.6K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 965 shares 965 $54.2K <0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $52.8K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 625 shares; 2025Q3: 745 shares; 2025Q4: 815 shares; 2026Q1: 763 shares; 2026Q2: 765 shares 765 $52K <0.01% +2 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $51.9K <0.01% 0 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $51.8K <0.01% 0 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $51.8K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $50.9K <0.01% 0 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: 64 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 119 shares; 2026Q2: 99 shares 99 $50.4K <0.01% -20 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: 240 shares; 2026Q2: 265 shares 265 $50.2K <0.01% +25 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 834 shares; 2025Q4: 853 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $49.8K <0.01% 0 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: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $48.6K <0.01% 0 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: 592 shares 592 $48.3K <0.01% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 559 shares; 2025Q1: 560 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $47.7K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $47.6K <0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 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 $47.5K <0.01% 0 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: 555 shares; 2024Q4: 779 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $47.4K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares; 2026Q2: 1,047 shares 1,047 $47.2K <0.01% -2,000 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $46.5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,579 shares; 2024Q4: 3,013 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,261 shares; 2026Q1: 2,253 shares; 2026Q2: 2,253 shares 2,253 $46.2K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $45.9K <0.01% 0 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares; 2026Q2: 736 shares 736 $45.6K <0.01% -306 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $45.5K <0.01% 0 Timeline STXF 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: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,009 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 965 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $45.1K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 39 shares 39 $45K <0.01% +17 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: 794 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 1,144 shares; 2025Q4: 3,299 shares; 2026Q1: 3,278 shares; 2026Q2: 3,233 shares 3,233 $44.9K <0.01% -45 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 169 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $44.6K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $43.5K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $43.1K <0.01% 0 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 758 shares; 2025Q2: 759 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 622 shares 622 $43K <0.01% -164 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $42.7K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $42.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $41.8K <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: not reported; 2026Q2: 21 shares 21 $41.6K <0.01% new Timeline DFSI 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: 922 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $41.6K <0.01% 0 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: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 148 shares; 2026Q1: 126 shares; 2026Q2: 129 shares 129 $41.1K <0.01% +3 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 252 shares 252 $40.3K <0.01% -8 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 446 shares; 2025Q2: 474 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $40.2K <0.01% 0 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: 246 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 263 shares 263 $39.8K <0.01% -6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 55 shares 55 $39.6K <0.01% +52 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 339 shares; 2026Q1: 295 shares; 2026Q2: 507 shares 507 $39.1K <0.01% +212 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: 301 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $39.1K <0.01% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 922 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $39.1K <0.01% 0 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 132 shares 132 $37.1K <0.01% +39 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 763 shares; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $36.9K <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: 760 shares; 2024Q4: 780 shares; 2025Q1: 786 shares; 2025Q2: 789 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 521 shares; 2026Q2: 524 shares 524 $36.4K <0.01% +3 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 98 shares; 2026Q1: 76 shares; 2026Q2: 85 shares 85 $36.2K <0.01% +9 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 400 shares; 2025Q3: 552 shares; 2025Q4: 617 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $36.1K <0.01% 0 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 87 shares; 2026Q2: 69 shares 69 $35.8K <0.01% -18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 50 shares 50 $35.7K <0.01% -9 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 646 shares; 2025Q1: 653 shares; 2025Q2: 661 shares; 2025Q3: 669 shares; 2025Q4: 759 shares; 2026Q1: 768 shares; 2026Q2: 777 shares 777 $35.5K <0.01% +9 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 827 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $35.4K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 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 $34.7K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $34.4K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $34.4K <0.01% 0 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $34.4K <0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $34.3K <0.01% 0 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: 3,012 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 439 shares 439 $34.2K <0.01% -676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $33.8K <0.01% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $33.6K <0.01% 0 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: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $33.5K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 434 shares 434 $33.2K <0.01% -232 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $33.1K <0.01% 0 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: 1,150 shares 1,150 $32.9K <0.01% new 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: 2,246 shares; 2024Q4: 1,288 shares; 2025Q1: 408 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $32.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 200 shares; 2026Q2: 239 shares 239 $32.4K <0.01% +39 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $32.3K <0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 375 shares; 2025Q4: 409 shares; 2026Q1: 315 shares; 2026Q2: 316 shares 316 $32.2K <0.01% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $31.8K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 250 shares; 2026Q2: 193 shares 193 $30.9K <0.01% -57 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 189 shares 189 $30.8K <0.01% -23 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 162 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 111 shares; 2026Q2: 60 shares 60 $30.6K <0.01% -51 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 368 shares 368 $30.4K <0.01% -32 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 86 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 125 shares 125 $30.4K <0.01% -79 Timeline GARP 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: 16 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $30.2K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 131 shares 131 $30.1K <0.01% +6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 237 shares 237 $30K <0.01% +14 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $30K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 255 shares; 2025Q4: 49 shares; 2026Q1: 21 shares; 2026Q2: 51 shares 51 $29.6K <0.01% +30 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 3,487 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares; 2025Q4: 3,487 shares; 2026Q1: 3,487 shares; 2026Q2: 3,487 shares 3,487 $29.1K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 520 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $29.1K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 507 shares; 2025Q1: 511 shares; 2025Q2: 516 shares; 2025Q3: 519 shares; 2025Q4: 576 shares; 2026Q1: 476 shares; 2026Q2: 480 shares 480 $29K <0.01% +4 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $28.8K <0.01% 0 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: 602 shares; 2026Q1: 302 shares; 2026Q2: 320 shares 320 $28.4K <0.01% +18 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,552 shares; 2026Q1: 7,932 shares; 2026Q2: 94 shares 94 $28K <0.01% -7,838 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $28K <0.01% 0 Timeline DFAC 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: 726 shares; 2024Q4: 726 shares; 2025Q1: 628 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $27.9K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $27.5K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 3,917 shares; 2025Q3: 2,564 shares; 2025Q4: 1,060 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $26.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 422 shares 422 $26.3K <0.01% +19 Timeline FAN 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $26.3K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $25.8K <0.01% 0 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: 1,207 shares; 2024Q4: 1,193 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,043 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $25.6K <0.01% 0 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 81 shares; 2026Q1: 76 shares; 2026Q2: 127 shares 127 $25.5K <0.01% +51 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $25.4K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 305 shares 305 $25.1K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 190 shares 190 $25K <0.01% +90 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: 2,229 shares; 2026Q1: 2,229 shares; 2026Q2: 2,229 shares 2,229 $24.9K <0.01% 0 Timeline DFSB 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: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $24.7K <0.01% 0 Timeline IOO 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: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $24.3K <0.01% 0 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 538 shares; 2025Q2: 359 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 230 shares; 2026Q2: 224 shares 224 $24.1K <0.01% -6 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $23.6K <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: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $23.5K <0.01% 0 Timeline STXD 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $23.4K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $23.2K <0.01% 0 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: 1,000 shares; 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 $23.1K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.9K <0.01% 0 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22.8K <0.01% 0 Timeline PID 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $22.8K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $22.4K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 275 shares; 2025Q4: 280 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $22.3K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.3K <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: 553 shares; 2024Q4: 553 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $21.7K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 268 shares 268 $21.7K <0.01% -32 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: 492 shares; 2026Q1: 253 shares; 2026Q2: 278 shares 278 $21.6K <0.01% +25 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 65 shares; 2026Q2: 69 shares 69 $21.6K <0.01% +4 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: 585 shares 585 $21.6K <0.01% new 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 232 shares; 2025Q4: 715 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $21K <0.01% 0 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $21K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 326 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $20.9K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 112 shares; 2026Q1: 135 shares; 2026Q2: 109 shares 109 $20.8K <0.01% -26 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: 2,162 shares; 2024Q4: 2,224 shares; 2025Q1: 2,288 shares; 2025Q2: 2,565 shares; 2025Q3: 2,639 shares; 2025Q4: 2,862 shares; 2026Q1: 2,796 shares; 2026Q2: 2,882 shares 2,882 $20.6K <0.01% +86 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 503 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461 $19.9K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 7 shares; 2026Q2: 10 shares 10 $19.9K <0.01% +3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $19.8K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $19.5K <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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 172 shares 172 $19.2K <0.01% +8 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $19.2K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 240 shares; 2026Q2: 268 shares 268 $19.1K <0.01% +28 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: 346 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $19.1K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $19K <0.01% 0 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $19K <0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 25 shares; 2026Q2: 25 shares 25 $19K <0.01% 0 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $18.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 374 shares 374 $18.6K <0.01% -376 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $18.5K <0.01% 0 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: 15 shares; 2024Q4: 25 shares; 2025Q1: 115 shares; 2025Q2: 100 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $18.5K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 425 shares; 2026Q2: 425 shares 425 $18.4K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $18.3K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $18.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 49 shares 49 $18.2K <0.01% +12 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: 250 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $18.1K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 214 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $17.9K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $17.6K <0.01% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $16.9K <0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 200 shares 200 $16.7K <0.01% -133 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: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $16.6K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $16.4K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares; 2026Q2: 329 shares 329 $16.2K <0.01% +1 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $16.2K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $15.9K <0.01% 0 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $15.4K <0.01% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $15.2K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 50 shares 50 $15.1K <0.01% +48 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 337 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $15K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $14.8K <0.01% 0 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $14.8K <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY 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: 579 shares 579 $14.5K <0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 206 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 150 shares 150 $14.4K <0.01% -23 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 118 shares 118 $14.2K <0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $14.2K <0.01% 0 Timeline XMMO 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 67 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 101 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $14.1K <0.01% 0 Timeline DFSE 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: 339 shares; 2026Q1: 339 shares; 2026Q2: 287 shares 287 $14K <0.01% -52 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $14K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 220 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $14K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $13.8K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,706 shares; 2025Q1: 3,400 shares; 2025Q2: 3,060 shares; 2025Q3: 1,908 shares; 2025Q4: 510 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $13.7K <0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $13.7K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $13.5K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $13.4K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $13.3K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $13.2K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $13.1K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $13K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 61 shares 61 $13K <0.01% +4 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $13K <0.01% 0 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $12.9K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $12.7K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $12.6K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 74 shares 74 $12.6K <0.01% +29 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 186 shares 186 $12.3K <0.01% +30 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $12.2K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $12K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $11.9K <0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $11.9K <0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $11.8K <0.01% 0 Timeline