AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,478 shares; 2025Q1: 61,514 shares; 2025Q2: 61,808 shares; 2025Q3: 61,327 shares; 2025Q4: 59,258 shares; 2026Q1: 57,584 shares; 2026Q2: 55,579 shares; 2026Q3: 52,899 shares 52,899 $17.6M 6.93% -2,680 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; 2024Q4: 506,215 shares; 2025Q1: 527,942 shares; 2025Q2: 534,786 shares; 2025Q3: 547,201 shares; 2025Q4: 543,716 shares; 2026Q1: 554,386 shares; 2026Q2: 519,599 shares; 2026Q3: 464,265 shares 464,265 $16.7M 6.56% -55,334 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; 2024Q4: 106,014 shares; 2025Q1: 234,686 shares; 2025Q2: 247,459 shares; 2025Q3: 290,285 shares; 2025Q4: 304,926 shares; 2026Q1: 277,840 shares; 2026Q2: 266,220 shares; 2026Q3: 245,374 shares 245,374 $12M 4.72% -20,846 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,896 shares; 2025Q1: 59,613 shares; 2025Q2: 58,472 shares; 2025Q3: 56,352 shares; 2025Q4: 53,976 shares; 2026Q1: 51,976 shares; 2026Q2: 50,473 shares; 2026Q3: 48,856 shares 48,856 $11.2M 4.39% -1,617 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; 2024Q4: 27,140 shares; 2025Q1: 28,840 shares; 2025Q2: 26,858 shares; 2025Q3: 27,612 shares; 2025Q4: 27,768 shares; 2026Q1: 26,225 shares; 2026Q2: 19,616 shares; 2026Q3: 13,352 shares 13,352 $10.2M 4.01% -6,264 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; 2024Q4: 2,394 shares; 2025Q1: 2,407 shares; 2025Q2: 2,435 shares; 2025Q3: 2,217 shares; 2025Q4: 2,219 shares; 2026Q1: 2,210 shares; 2026Q2: 6,725 shares; 2026Q3: 12,829 shares 12,829 $8.99M 3.54% +6,104 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,930 shares; 2025Q1: 23,593 shares; 2025Q2: 23,503 shares; 2025Q3: 22,479 shares; 2025Q4: 23,703 shares; 2026Q1: 23,384 shares; 2026Q2: 22,429 shares; 2026Q3: 22,227 shares 22,227 $7.57M 2.98% -202 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,651 shares; 2025Q1: 118,327 shares; 2025Q2: 117,633 shares; 2025Q3: 85,281 shares; 2025Q4: 81,881 shares; 2026Q1: 94,001 shares; 2026Q2: 199,338 shares; 2026Q3: 244,801 shares 244,801 $7.49M 2.95% +45,463 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 277,829 shares; 2025Q1: 304,371 shares; 2025Q2: 313,304 shares; 2025Q3: 335,016 shares; 2025Q4: 348,578 shares; 2026Q1: 368,644 shares; 2026Q2: 370,730 shares; 2026Q3: 348,950 shares 348,950 $7.48M 2.94% -21,780 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,095 shares; 2025Q1: 119,448 shares; 2025Q2: 122,783 shares; 2025Q3: 128,027 shares; 2025Q4: 129,117 shares; 2026Q1: 127,046 shares; 2026Q2: 111,040 shares; 2026Q3: 100,765 shares 100,765 $7.42M 2.92% -10,275 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares; 2026Q1: 22,948 shares; 2026Q2: 39,687 shares; 2026Q3: 45,928 shares 45,928 $7.13M 2.8% +6,241 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; 2024Q4: 4,850 shares; 2025Q1: 4,600 shares; 2025Q2: 4,528 shares; 2025Q3: 4,286 shares; 2025Q4: 4,027 shares; 2026Q1: 4,076 shares; 2026Q2: 6,065 shares; 2026Q3: 8,585 shares 8,585 $6.35M 2.5% +2,520 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; 2024Q4: 11,347 shares; 2025Q1: 11,591 shares; 2025Q2: 11,511 shares; 2025Q3: 9,523 shares; 2025Q4: 9,528 shares; 2026Q1: 10,910 shares; 2026Q2: 10,997 shares; 2026Q3: 10,339 shares 10,339 $6.3M 2.48% -658 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; 2024Q4: 118,068 shares; 2025Q1: 22,258 shares; 2025Q2: 22,258 shares; 2025Q3: 21,443 shares; 2025Q4: 21,443 shares; 2026Q1: 21,443 shares; 2026Q2: 69,451 shares; 2026Q3: 104,504 shares 104,504 $5.62M 2.21% +35,053 Timeline JIRE 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; 2024Q4: not reported; 2025Q1: 52,848 shares; 2025Q2: 66,401 shares; 2025Q3: 75,320 shares; 2025Q4: 79,310 shares; 2026Q1: 88,160 shares; 2026Q2: 81,885 shares; 2026Q3: 62,803 shares 62,803 $5.16M 2.03% -19,082 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; 2024Q4: 17,592 shares; 2025Q1: 17,683 shares; 2025Q2: 21,393 shares; 2025Q3: 20,590 shares; 2025Q4: 22,224 shares; 2026Q1: 20,129 shares; 2026Q2: 17,837 shares; 2026Q3: 16,393 shares 16,393 $4.08M 1.61% -1,444 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,882 shares; 2025Q1: 12,144 shares; 2025Q2: 12,980 shares; 2025Q3: 11,663 shares; 2025Q4: 11,405 shares; 2026Q1: 11,455 shares; 2026Q2: 11,325 shares; 2026Q3: 11,268 shares 11,268 $3.88M 1.53% -57 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,122 shares; 2026Q2: 42,874 shares; 2026Q3: 152,193 shares 152,193 $3.82M 1.5% +109,319 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,676 shares; 2025Q4: 13,188 shares; 2026Q1: 35,667 shares; 2026Q2: 47,021 shares; 2026Q3: 48,952 shares 48,952 $3.62M 1.43% +1,931 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,788 shares; 2025Q1: 55,113 shares; 2025Q2: 54,470 shares; 2025Q3: 51,124 shares; 2025Q4: 50,144 shares; 2026Q1: 57,105 shares; 2026Q2: 58,170 shares; 2026Q3: 95,512 shares 95,512 $3.34M 1.32% +37,342 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,483 shares; 2025Q1: 7,674 shares; 2025Q2: 7,836 shares; 2025Q3: 7,345 shares; 2025Q4: 7,522 shares; 2026Q1: 6,998 shares; 2026Q2: 6,701 shares; 2026Q3: 6,499 shares 6,499 $3.33M 1.31% -202 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; 2024Q4: 33,461 shares; 2025Q1: 17,318 shares; 2025Q2: 16,253 shares; 2025Q3: 16,213 shares; 2025Q4: 17,295 shares; 2026Q1: 14,046 shares; 2026Q2: 15,809 shares; 2026Q3: 14,014 shares 14,014 $3.27M 1.29% -1,795 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; 2024Q4: 6,597 shares; 2025Q1: 6,620 shares; 2025Q2: 6,047 shares; 2025Q3: 5,622 shares; 2025Q4: 5,602 shares; 2026Q1: 5,498 shares; 2026Q2: 5,455 shares; 2026Q3: 4,925 shares 4,925 $3.01M 1.19% -530 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; 2024Q4: 5,694 shares; 2025Q1: 7,295 shares; 2025Q2: 7,097 shares; 2025Q3: 7,216 shares; 2025Q4: 13,690 shares; 2026Q1: 13,691 shares; 2026Q2: 14,195 shares; 2026Q3: 13,980 shares 13,980 $2.74M 1.08% -215 Timeline JIVE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,992 shares; 2026Q2: 21,960 shares; 2026Q3: 26,069 shares 26,069 $2.48M 0.98% +4,109 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,777 shares; 2025Q1: 29,056 shares; 2025Q2: 29,940 shares; 2025Q3: 26,908 shares; 2025Q4: 27,127 shares; 2026Q1: 24,696 shares; 2026Q2: 21,270 shares; 2026Q3: 21,490 shares 21,490 $2.41M 0.95% +220 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 1,250 shares; 2026Q1: 1,193 shares; 2026Q2: 1,215 shares; 2026Q3: 1,200 shares 1,200 $2.09M 0.82% -15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,913 shares; 2025Q1: 11,744 shares; 2025Q2: 8,587 shares; 2025Q3: 6,637 shares; 2025Q4: 6,669 shares; 2026Q1: 6,128 shares; 2026Q2: 5,653 shares; 2026Q3: 5,430 shares 5,430 $1.93M 0.76% -223 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; 2024Q4: 4,515 shares; 2025Q1: 5,039 shares; 2025Q2: 4,571 shares; 2025Q3: 4,565 shares; 2025Q4: 4,092 shares; 2026Q1: 3,621 shares; 2026Q2: 3,397 shares; 2026Q3: 3,300 shares 3,300 $1.68M 0.66% -97 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; 2024Q4: 699 shares; 2025Q1: 813 shares; 2025Q2: 2,053 shares; 2025Q3: 2,223 shares; 2025Q4: 1,805 shares; 2026Q1: 1,580 shares; 2026Q2: 1,464 shares; 2026Q3: 1,328 shares 1,328 $1.54M 0.6% -136 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,260 shares; 2025Q1: 66,869 shares; 2025Q2: 70,697 shares; 2025Q3: 81,945 shares; 2025Q4: 93,542 shares; 2026Q1: 86,789 shares; 2026Q2: 78,995 shares; 2026Q3: 56,319 shares 56,319 $1.33M 0.53% -22,676 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,416 shares; 2025Q4: 8,416 shares; 2026Q1: 8,666 shares; 2026Q2: 8,416 shares; 2026Q3: 8,616 shares 8,616 $1.31M 0.51% +200 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; 2024Q4: 1,538 shares; 2025Q1: 1,690 shares; 2025Q2: 1,866 shares; 2025Q3: 2,007 shares; 2025Q4: 2,099 shares; 2026Q1: 2,384 shares; 2026Q2: 2,204 shares; 2026Q3: 1,719 shares 1,719 $1.25M 0.49% -485 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,130 shares; 2025Q1: 20,130 shares; 2025Q2: 20,330 shares; 2025Q3: 19,830 shares; 2025Q4: 19,230 shares; 2026Q1: 19,130 shares; 2026Q2: 19,130 shares; 2026Q3: 19,130 shares 19,130 $1.17M 0.46% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,645 shares; 2025Q1: 115,179 shares; 2025Q2: 163,840 shares; 2025Q3: 163,498 shares; 2025Q4: 171,380 shares; 2026Q1: 174,506 shares; 2026Q2: 178,005 shares; 2026Q3: 186,155 shares 186,155 $1.14M 0.45% +8,150 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,125 shares; 2025Q1: 2,075 shares; 2025Q2: 2,000 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,110 shares; 2026Q2: 2,040 shares; 2026Q3: 2,140 shares 2,140 $1.13M 0.45% +100 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,400 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 17,869 shares; 2026Q2: 16,400 shares; 2026Q3: 16,400 shares 16,400 $1.08M 0.42% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,036 shares; 2025Q1: 4,963 shares; 2025Q2: 4,773 shares; 2025Q3: 4,796 shares; 2025Q4: 4,590 shares; 2026Q1: 3,302 shares; 2026Q2: 3,105 shares; 2026Q3: 3,173 shares 3,173 $1.04M 0.41% +68 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; 2024Q4: 14,601 shares; 2025Q1: 15,474 shares; 2025Q2: 18,381 shares; 2025Q3: 17,216 shares; 2025Q4: 17,544 shares; 2026Q1: 17,544 shares; 2026Q2: 17,563 shares; 2026Q3: 17,542 shares 17,542 $1.04M 0.41% -21 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; 2024Q4: 7,348 shares; 2025Q1: 6,932 shares; 2025Q2: 6,054 shares; 2025Q3: 5,452 shares; 2025Q4: 5,444 shares; 2026Q1: 5,755 shares; 2026Q2: 5,515 shares; 2026Q3: 5,390 shares 5,390 $1.01M 0.4% -125 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; 2024Q4: 3,451 shares; 2025Q1: 3,353 shares; 2025Q2: 3,429 shares; 2025Q3: 2,569 shares; 2025Q4: 2,243 shares; 2026Q1: 2,234 shares; 2026Q2: 2,060 shares; 2026Q3: 1,964 shares 1,964 $1M 0.4% -96 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,200 shares; 2025Q2: 4,362 shares; 2025Q3: 4,058 shares; 2025Q4: 4,139 shares; 2026Q1: 4,052 shares; 2026Q2: 4,092 shares; 2026Q3: 3,828 shares 3,828 $1M 0.39% -264 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,222 shares; 2025Q3: 15,319 shares; 2025Q4: 16,182 shares; 2026Q1: 17,246 shares; 2026Q2: 23,464 shares; 2026Q3: 37,517 shares 37,517 $973K 0.38% +14,053 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 407 shares; 2025Q4: 648 shares; 2026Q1: 1,006 shares; 2026Q2: 1,003 shares; 2026Q3: 1,020 shares 1,020 $969K 0.38% +17 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,620 shares; 2025Q3: 4,595 shares; 2025Q4: 3,423 shares; 2026Q1: 2,581 shares; 2026Q2: 2,571 shares; 2026Q3: 2,544 shares 2,544 $962K 0.38% -27 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,610 shares; 2026Q1: 7,960 shares; 2026Q2: 7,590 shares; 2026Q3: 6,429 shares 6,429 $951K 0.37% -1,161 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,752 shares; 2025Q4: 34,707 shares; 2026Q1: 36,751 shares; 2026Q2: 24,563 shares; 2026Q3: 17,022 shares 17,022 $946K 0.37% -7,541 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,563 shares; 2025Q1: 45,433 shares; 2025Q2: 42,779 shares; 2025Q3: 50,222 shares; 2025Q4: 49,560 shares; 2026Q1: 42,955 shares; 2026Q2: 28,342 shares; 2026Q3: 22,360 shares 22,360 $936K 0.37% -5,982 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,565 shares; 2025Q1: 5,180 shares; 2025Q2: 4,732 shares; 2025Q3: 4,332 shares; 2025Q4: 4,339 shares; 2026Q1: 4,344 shares; 2026Q2: 4,647 shares; 2026Q3: 4,652 shares 4,652 $901K 0.35% +5 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,383 shares; 2025Q1: 16,562 shares; 2025Q2: 16,562 shares; 2025Q3: 21,003 shares; 2025Q4: 21,003 shares; 2026Q1: 22,338 shares; 2026Q2: 23,760 shares; 2026Q3: 24,415 shares 24,415 $895K 0.35% +655 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,576 shares; 2026Q1: 2,234 shares; 2026Q2: 2,151 shares; 2026Q3: 1,947 shares 1,947 $885K 0.35% -204 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,049 shares; 2025Q4: 36,384 shares; 2026Q1: 38,477 shares; 2026Q2: 24,269 shares; 2026Q3: 16,521 shares 16,521 $878K 0.35% -7,748 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,545 shares; 2025Q1: 8,545 shares; 2025Q2: 8,656 shares; 2025Q3: 8,354 shares; 2025Q4: 8,378 shares; 2026Q1: 8,384 shares; 2026Q2: 8,390 shares; 2026Q3: 8,391 shares 8,391 $865K 0.34% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,866 shares; 2025Q1: 14,546 shares; 2025Q2: 15,630 shares; 2025Q3: 14,546 shares; 2025Q4: 15,733 shares; 2026Q1: 15,733 shares; 2026Q2: 15,733 shares; 2026Q3: 16,095 shares 16,095 $859K 0.34% +362 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; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,049 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,758 shares; 2026Q2: 2,187 shares; 2026Q3: 2,222 shares 2,222 $832K 0.33% +35 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,531 shares; 2025Q1: 1,436 shares; 2025Q2: 1,191 shares; 2025Q3: 1,202 shares; 2025Q4: 1,205 shares; 2026Q1: 1,247 shares; 2026Q2: 1,103 shares; 2026Q3: 1,003 shares 1,003 $814K 0.32% -100 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,506 shares; 2025Q1: 2,516 shares; 2025Q2: 2,527 shares; 2025Q3: 2,349 shares; 2025Q4: 2,513 shares; 2026Q1: 2,530 shares; 2026Q2: 2,523 shares; 2026Q3: 2,525 shares 2,525 $789K 0.31% +2 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 15,450 shares; 2025Q4: 17,718 shares; 2026Q1: 18,315 shares; 2026Q2: 16,944 shares; 2026Q3: 16,844 shares 16,844 $747K 0.29% -100 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; 2024Q4: 912 shares; 2025Q1: 1,119 shares; 2025Q2: 1,155 shares; 2025Q3: 1,024 shares; 2025Q4: 1,027 shares; 2026Q1: 833 shares; 2026Q2: 885 shares; 2026Q3: 815 shares 815 $742K 0.29% -70 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,685 shares; 2025Q1: 2,697 shares; 2025Q2: 2,864 shares; 2025Q3: 2,877 shares; 2025Q4: 2,700 shares; 2026Q1: 2,274 shares; 2026Q2: 2,209 shares; 2026Q3: 2,012 shares 2,012 $723K 0.28% -197 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; 2024Q4: 2,054 shares; 2025Q1: 2,061 shares; 2025Q2: 2,374 shares; 2025Q3: 2,351 shares; 2025Q4: 2,356 shares; 2026Q1: 2,364 shares; 2026Q2: 2,230 shares; 2026Q3: 2,164 shares 2,164 $716K 0.28% -66 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,135 shares; 2026Q1: 21,023 shares; 2026Q2: 19,558 shares; 2026Q3: 19,290 shares 19,290 $713K 0.28% -268 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,004 shares; 2025Q3: 115,969 shares; 2025Q4: 115,969 shares; 2026Q1: 121,694 shares; 2026Q2: 118,616 shares; 2026Q3: 132,501 shares 132,501 $697K 0.27% +13,885 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,364 shares; 2025Q1: 6,266 shares; 2025Q2: 6,267 shares; 2025Q3: 6,790 shares; 2025Q4: 6,272 shares; 2026Q1: 6,622 shares; 2026Q2: 6,240 shares; 2026Q3: 6,242 shares 6,242 $693K 0.27% +2 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 3,314 shares; 2026Q2: 3,314 shares; 2026Q3: 3,464 shares 3,464 $690K 0.27% +150 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,774 shares; 2026Q2: 17,793 shares; 2026Q3: 18,614 shares 18,614 $685K 0.27% +821 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: not reported; 2026Q2: 7,993 shares; 2026Q3: 8,886 shares 8,886 $665K 0.26% +893 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,460 shares; 2025Q1: 6,460 shares; 2025Q2: 6,460 shares; 2025Q3: 6,460 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares; 2026Q2: 6,060 shares; 2026Q3: 6,010 shares 6,010 $665K 0.26% -50 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; 2024Q4: 5,736 shares; 2025Q1: 5,235 shares; 2025Q2: 5,235 shares; 2025Q3: 5,335 shares; 2025Q4: 5,323 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares; 2026Q3: 5,219 shares 5,219 $633K 0.25% -3 Timeline BIB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares; 2026Q1: 5,565 shares; 2026Q2: 5,315 shares; 2026Q3: 5,315 shares 5,315 $614K 0.24% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,410 shares; 2025Q1: 6,150 shares; 2025Q2: 6,120 shares; 2025Q3: 6,245 shares; 2025Q4: 5,995 shares; 2026Q1: 6,633 shares; 2026Q2: 6,045 shares; 2026Q3: 3,010 shares 3,010 $611K 0.24% -3,035 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,612 shares; 2025Q4: 11,713 shares; 2026Q1: 12,573 shares; 2026Q2: 13,213 shares; 2026Q3: 13,318 shares 13,318 $591K 0.23% +105 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,548 shares; 2026Q2: 2,504 shares; 2026Q3: 2,497 shares 2,497 $589K 0.23% -7 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,649 shares; 2025Q1: 2,851 shares; 2025Q2: 2,783 shares; 2025Q3: 2,061 shares; 2025Q4: 2,062 shares; 2026Q1: 2,063 shares; 2026Q2: 2,063 shares; 2026Q3: 2,114 shares 2,114 $587K 0.23% +51 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,553 shares; 2025Q1: 1,565 shares; 2025Q2: 1,682 shares; 2025Q3: 1,360 shares; 2025Q4: 1,369 shares; 2026Q1: 1,384 shares; 2026Q2: 1,393 shares; 2026Q3: 1,390 shares 1,390 $586K 0.23% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,491 shares; 2025Q4: 8,062 shares; 2026Q1: 6,859 shares; 2026Q2: 6,831 shares; 2026Q3: 7,584 shares 7,584 $574K 0.23% +753 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,100 shares; 2025Q2: 2,112 shares; 2025Q3: 1,916 shares; 2025Q4: 1,810 shares; 2026Q1: 1,428 shares; 2026Q2: 1,436 shares; 2026Q3: 1,430 shares 1,430 $568K 0.22% -6 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; 2024Q4: 13,962 shares; 2025Q1: 17,604 shares; 2025Q2: 10,730 shares; 2025Q3: 11,059 shares; 2025Q4: 14,117 shares; 2026Q1: 14,137 shares; 2026Q2: 15,180 shares; 2026Q3: 17,232 shares 17,232 $562K 0.22% +2,052 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,735 shares; 2026Q2: 2,685 shares; 2026Q3: 2,885 shares 2,885 $561K 0.22% +200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,460 shares; 2026Q1: 2,462 shares; 2026Q2: 2,463 shares; 2026Q3: 2,463 shares 2,463 $548K 0.22% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,267 shares; 2025Q1: 32,347 shares; 2025Q2: 34,477 shares; 2025Q3: 34,811 shares; 2025Q4: 36,060 shares; 2026Q1: 37,053 shares; 2026Q2: 38,225 shares; 2026Q3: 38,901 shares 38,901 $546K 0.21% +676 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,693 shares; 2025Q1: 16,490 shares; 2025Q2: 16,414 shares; 2025Q3: 16,655 shares; 2025Q4: 16,747 shares; 2026Q1: 16,925 shares; 2026Q2: 15,696 shares; 2026Q3: 15,155 shares 15,155 $543K 0.21% -541 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares; 2026Q3: 3,559 shares 3,559 $537K 0.21% +2,759 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,458 shares; 2025Q1: 5,891 shares; 2025Q2: 5,991 shares; 2025Q3: 5,403 shares; 2025Q4: 4,978 shares; 2026Q1: 4,953 shares; 2026Q2: 4,953 shares; 2026Q3: 4,734 shares 4,734 $535K 0.21% -219 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; 2024Q4: 1,962 shares; 2025Q1: 1,960 shares; 2025Q2: 1,389 shares; 2025Q3: 1,398 shares; 2025Q4: 1,425 shares; 2026Q1: 2,148 shares; 2026Q2: 1,834 shares; 2026Q3: 1,839 shares 1,839 $523K 0.21% +5 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,800 shares 25,800 $523K 0.21% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,842 shares; 2025Q1: 22,926 shares; 2025Q2: 32,931 shares; 2025Q3: 38,542 shares; 2025Q4: 42,337 shares; 2026Q1: 47,550 shares; 2026Q2: 53,431 shares; 2026Q3: 53,406 shares 53,406 $520K 0.2% -25 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,700 shares; 2025Q1: 16,900 shares; 2025Q2: 16,400 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares; 2026Q1: 14,400 shares; 2026Q2: 13,442 shares; 2026Q3: 12,102 shares 12,102 $517K 0.2% -1,340 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,000 shares; 2025Q1: 30,100 shares; 2025Q2: 30,100 shares; 2025Q3: 22,751 shares; 2025Q4: 22,301 shares; 2026Q1: 22,301 shares; 2026Q2: 22,001 shares; 2026Q3: 21,026 shares 21,026 $506K 0.2% -975 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,357 shares; 2026Q1: 4,363 shares; 2026Q2: 4,370 shares; 2026Q3: 5,368 shares 5,368 $506K 0.2% +998 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,099 shares; 2025Q1: 5,804 shares; 2025Q2: 5,113 shares; 2025Q3: 5,523 shares; 2025Q4: 5,538 shares; 2026Q1: 5,456 shares; 2026Q2: 5,360 shares; 2026Q3: 5,370 shares 5,370 $504K 0.2% +10 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,530 shares; 2025Q1: 8,200 shares; 2025Q2: 8,388 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 7,350 shares; 2026Q2: 7,350 shares; 2026Q3: 8,600 shares 8,600 $503K 0.2% +1,250 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; 2024Q4: 1,964 shares; 2025Q1: 1,829 shares; 2025Q2: 1,130 shares; 2025Q3: 1,272 shares; 2025Q4: 1,374 shares; 2026Q1: 1,385 shares; 2026Q2: 1,486 shares; 2026Q3: 1,485 shares 1,485 $502K 0.2% -1 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; 2024Q4: 1,534 shares; 2025Q1: 1,177 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,361 shares; 2026Q2: 1,306 shares; 2026Q3: 1,306 shares 1,306 $497K 0.2% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 1,259 shares; 2025Q4: 1,054 shares; 2026Q1: 1,386 shares; 2026Q2: 1,305 shares; 2026Q3: 1,386 shares 1,386 $487K 0.19% +81 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,500 shares; 2025Q2: 4,019 shares; 2025Q3: 3,350 shares; 2025Q4: 2,850 shares; 2026Q1: 2,750 shares; 2026Q2: 1,680 shares; 2026Q3: 1,680 shares 1,680 $487K 0.19% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,900 shares; 2025Q1: 4,867 shares; 2025Q2: 5,052 shares; 2025Q3: 4,878 shares; 2025Q4: 4,778 shares; 2026Q1: 4,778 shares; 2026Q2: 4,778 shares; 2026Q3: 4,778 shares 4,778 $474K 0.19% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,511 shares; 2025Q3: 47,511 shares; 2025Q4: 47,511 shares; 2026Q1: 48,011 shares; 2026Q2: 47,511 shares; 2026Q3: 47,511 shares 47,511 $449K 0.18% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,121 shares; 2025Q1: 2,148 shares; 2025Q2: 2,287 shares; 2025Q3: 2,293 shares; 2025Q4: 2,068 shares; 2026Q1: 2,096 shares; 2026Q2: 2,215 shares; 2026Q3: 2,236 shares 2,236 $449K 0.18% +21 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; 2024Q4: 2,407 shares; 2025Q1: 2,220 shares; 2025Q2: 2,443 shares; 2025Q3: 2,255 shares; 2025Q4: 2,261 shares; 2026Q1: 2,308 shares; 2026Q2: 2,784 shares; 2026Q3: 2,984 shares 2,984 $445K 0.17% +200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares; 2026Q3: 1,651 shares 1,651 $436K 0.17% +102 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,950 shares; 2025Q2: 12,983 shares; 2025Q3: 14,137 shares; 2025Q4: 14,124 shares; 2026Q1: 14,766 shares; 2026Q2: 15,357 shares; 2026Q3: 15,506 shares 15,506 $431K 0.17% +149 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,531 shares; 2025Q1: 2,617 shares; 2025Q2: 2,638 shares; 2025Q3: 2,258 shares; 2025Q4: 2,271 shares; 2026Q1: 2,288 shares; 2026Q2: 2,278 shares; 2026Q3: 2,279 shares 2,279 $429K 0.17% +1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 544 shares; 2026Q2: 544 shares; 2026Q3: 543 shares 543 $416K 0.16% -1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,325 shares; 2025Q1: 6,396 shares; 2025Q2: 6,257 shares; 2025Q3: 5,351 shares; 2025Q4: 4,355 shares; 2026Q1: 3,940 shares; 2026Q2: 2,543 shares; 2026Q3: 1,809 shares 1,809 $415K 0.16% -734 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; 2024Q4: 11,308 shares; 2025Q1: 11,342 shares; 2025Q2: 11,383 shares; 2025Q3: 11,431 shares; 2025Q4: 11,481 shares; 2026Q1: 11,510 shares; 2026Q2: 12,146 shares; 2026Q3: 12,191 shares 12,191 $415K 0.16% +45 Timeline BANK OF AMER CORP 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; 2024Q4: 305 shares; 2025Q1: 286 shares; 2025Q2: 311 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 325 shares; 2026Q2: 330 shares; 2026Q3: 333 shares 333 $406K 0.16% +3 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,175 shares; 2025Q1: 1,125 shares; 2025Q2: 1,225 shares; 2025Q3: 1,100 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares; 2026Q3: 1,075 shares 1,075 $384K 0.15% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares; 2026Q3: 221 shares 221 $382K 0.15% +25 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; 2024Q4: 3,584 shares; 2025Q1: 2,128 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: not reported; 2026Q1: 1,352 shares; 2026Q2: 4,828 shares; 2026Q3: 2,286 shares 2,286 $382K 0.15% -2,542 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,650 shares; 2025Q1: 1,654 shares; 2025Q2: 2,544 shares; 2025Q3: 2,262 shares; 2025Q4: 2,068 shares; 2026Q1: 1,880 shares; 2026Q2: 1,871 shares; 2026Q3: 1,760 shares 1,760 $365K 0.14% -111 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,250 shares; 2026Q2: 2,722 shares; 2026Q3: 2,750 shares 2,750 $364K 0.14% +28 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares; 2026Q3: 6,100 shares 6,100 $361K 0.14% 0 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; 2024Q4: not reported; 2025Q1: 5,073 shares; 2025Q2: 4,928 shares; 2025Q3: 3,699 shares; 2025Q4: 3,780 shares; 2026Q1: not reported; 2026Q2: 2,538 shares; 2026Q3: 4,323 shares 4,323 $355K 0.14% +1,785 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,065 shares; 2025Q1: 2,949 shares; 2025Q2: 2,729 shares; 2025Q3: 2,091 shares; 2025Q4: 2,304 shares; 2026Q1: 2,145 shares; 2026Q2: 2,072 shares; 2026Q3: 1,892 shares 1,892 $348K 0.14% -180 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,832 shares 38,832 $348K 0.14% new 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; 2024Q4: 403 shares; 2025Q1: 525 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares; 2026Q2: 953 shares; 2026Q3: 944 shares 944 $346K 0.14% -9 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,619 shares; 2025Q1: 5,975 shares; 2025Q2: 6,356 shares; 2025Q3: 6,203 shares; 2025Q4: 6,014 shares; 2026Q1: 5,807 shares; 2026Q2: 5,822 shares; 2026Q3: 3,387 shares 3,387 $346K 0.14% -2,435 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,710 shares; 2025Q3: 4,769 shares; 2025Q4: 5,903 shares; 2026Q1: 4,869 shares; 2026Q2: 5,154 shares; 2026Q3: 7,182 shares 7,182 $342K 0.13% +2,028 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 695 shares; 2026Q2: 728 shares; 2026Q3: 738 shares 738 $337K 0.13% +10 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares; 2026Q3: 4,420 shares 4,420 $334K 0.13% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,721 shares; 2026Q1: 20,314 shares; 2026Q2: 25,714 shares; 2026Q3: 19,311 shares 19,311 $327K 0.13% -6,403 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,419 shares; 2025Q1: 12,591 shares; 2025Q2: 12,822 shares; 2025Q3: 9,821 shares; 2025Q4: 9,294 shares; 2026Q1: 8,150 shares; 2026Q2: 8,271 shares; 2026Q3: 8,480 shares 8,480 $317K 0.12% +209 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; 2024Q4: 5,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,265 shares; 2025Q4: 4,740 shares; 2026Q1: 4,758 shares; 2026Q2: 5,154 shares; 2026Q3: 5,173 shares 5,173 $316K 0.12% +19 Timeline FLMX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,237 shares; 2025Q4: 8,394 shares; 2026Q1: 9,163 shares; 2026Q2: 8,963 shares; 2026Q3: 9,137 shares 9,137 $316K 0.12% +174 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,010 shares; 2025Q4: 5,010 shares; 2026Q1: 5,210 shares; 2026Q2: 5,210 shares; 2026Q3: 5,410 shares 5,410 $316K 0.12% +200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 1,661 shares; 2026Q1: 1,344 shares; 2026Q2: 1,226 shares; 2026Q3: 1,036 shares 1,036 $315K 0.12% -190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467 shares; 2025Q3: 2,968 shares; 2025Q4: 2,974 shares; 2026Q1: 2,689 shares; 2026Q2: 2,696 shares; 2026Q3: 2,704 shares 2,704 $312K 0.12% +8 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,863 shares; 2026Q2: 3,028 shares; 2026Q3: 2,831 shares 2,831 $310K 0.12% -197 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,286 shares; 2025Q1: 19,508 shares; 2025Q2: 19,118 shares; 2025Q3: 18,498 shares; 2025Q4: 21,917 shares; 2026Q1: 18,934 shares; 2026Q2: 7,973 shares; 2026Q3: 7,476 shares 7,476 $306K 0.12% -497 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 1,974 shares; 2025Q2: 1,977 shares; 2025Q3: 1,833 shares; 2025Q4: 1,830 shares; 2026Q1: 1,823 shares; 2026Q2: 1,828 shares; 2026Q3: 1,828 shares 1,828 $300K 0.12% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,041 shares; 2025Q2: 20,943 shares; 2025Q3: 19,753 shares; 2025Q4: 17,701 shares; 2026Q1: 15,526 shares; 2026Q2: 8,549 shares; 2026Q3: 5,202 shares 5,202 $299K 0.12% -3,347 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares; 2026Q3: 3,750 shares 3,750 $293K 0.12% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares; 2026Q2: 2,010 shares; 2026Q3: 2,000 shares 2,000 $291K 0.11% -10 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,853 shares; 2026Q2: 2,403 shares; 2026Q3: 2,383 shares 2,383 $289K 0.11% -20 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 534 shares; 2025Q2: 791 shares; 2025Q3: 780 shares; 2025Q4: 5,458 shares; 2026Q1: 5,849 shares; 2026Q2: 4,601 shares; 2026Q3: 4,081 shares 4,081 $284K 0.11% -520 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $283K 0.11% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 577 shares; 2025Q1: 578 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 575 shares; 2026Q1: 572 shares; 2026Q2: 672 shares; 2026Q3: 662 shares 662 $280K 0.11% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,779 shares; 2026Q3: 2,310 shares 2,310 $278K 0.11% -469 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,286 shares; 2025Q1: 2,465 shares; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares; 2026Q2: 1,345 shares; 2026Q3: 1,353 shares 1,353 $276K 0.11% +8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,017 shares; 2025Q3: 2,543 shares; 2025Q4: 2,323 shares; 2026Q1: 2,186 shares; 2026Q2: 2,028 shares; 2026Q3: 1,954 shares 1,954 $268K 0.11% -74 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,923 shares 2,923 $268K 0.11% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,700 shares; 2026Q1: 22,185 shares; 2026Q2: 17,552 shares; 2026Q3: 17,847 shares 17,847 $266K 0.1% +295 Timeline VPL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,195 shares; 2026Q3: 2,295 shares 2,295 $266K 0.1% -900 Timeline BND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,873 shares; 2026Q1: 2,901 shares; 2026Q2: 2,921 shares; 2026Q3: 3,768 shares 3,768 $264K 0.1% +847 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares; 2026Q3: 2,310 shares 2,310 $261K 0.1% +50 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 660 shares; 2026Q3: 660 shares 660 $252K 0.1% 0 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,650 shares 12,650 $248K 0.1% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,159 shares; 2026Q3: 10,916 shares 10,916 $246K 0.1% -243 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,805 shares 10,805 $246K 0.1% new Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,850 shares; 2026Q3: 3,850 shares 3,850 $242K 0.1% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,830 shares 2,830 $241K 0.09% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,536 shares 1,536 $238K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 1,872 shares; 2026Q3: 1,872 shares 1,872 $235K 0.09% 0 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; 2024Q4: 1,117 shares; 2025Q1: 1,069 shares; 2025Q2: 1,070 shares; 2025Q3: 1,071 shares; 2025Q4: 2,942 shares; 2026Q1: 2,145 shares; 2026Q2: 2,147 shares; 2026Q3: 2,149 shares 2,149 $234K 0.09% +2 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,139 shares; 2026Q1: 6,962 shares; 2026Q2: not reported; 2026Q3: 6,961 shares 6,961 $232K 0.09% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 909 shares; 2026Q2: 867 shares; 2026Q3: 861 shares 861 $228K 0.09% -6 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,500 shares 3,500 $228K 0.09% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,854 shares; 2025Q1: 57,151 shares; 2025Q2: 65,951 shares; 2025Q3: 64,494 shares; 2025Q4: 81,051 shares; 2026Q1: 69,374 shares; 2026Q2: 47,806 shares; 2026Q3: 44,975 shares 44,975 $224K 0.09% -2,831 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 707 shares; 2025Q1: 624 shares; 2025Q2: 717 shares; 2025Q3: 759 shares; 2025Q4: 709 shares; 2026Q1: 696 shares; 2026Q2: 705 shares; 2026Q3: 446 shares 446 $222K 0.09% -259 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 413 shares; 2026Q2: 383 shares; 2026Q3: 293 shares 293 $221K 0.09% -90 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,670 shares; 2025Q1: 13,520 shares; 2025Q2: 11,477 shares; 2025Q3: 8,737 shares; 2025Q4: 8,242 shares; 2026Q1: 7,895 shares; 2026Q2: 6,427 shares; 2026Q3: 5,968 shares 5,968 $221K 0.09% -459 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,467 shares; 2025Q3: 2,474 shares; 2025Q4: 2,479 shares; 2026Q1: not reported; 2026Q2: 1,863 shares; 2026Q3: 1,836 shares 1,836 $220K 0.09% -27 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,782 shares; 2025Q1: 4,691 shares; 2025Q2: 4,866 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares; 2026Q1: 5,888 shares; 2026Q2: 5,779 shares; 2026Q3: 5,852 shares 5,852 $220K 0.09% +73 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares; 2026Q2: 6,113 shares; 2026Q3: 5,946 shares 5,946 $218K 0.09% -167 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,643 shares; 2026Q1: 4,721 shares; 2026Q2: 4,471 shares; 2026Q3: 3,870 shares 3,870 $218K 0.09% -601 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,255 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100 $216K 0.09% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares; 2026Q3: 967 shares 967 $215K 0.08% +50 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,270 shares 1,270 $214K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,453 shares; 2025Q3: 4,136 shares; 2025Q4: 4,154 shares; 2026Q1: 3,834 shares; 2026Q2: 3,881 shares; 2026Q3: 3,905 shares 3,905 $213K 0.08% +24 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,743 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: not reported; 2026Q3: 1,742 shares 1,742 $212K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 907 shares 907 $210K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 933 shares 933 $205K 0.08% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,101 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,093 shares 2,093 $205K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: not reported; 2026Q3: 417 shares 417 $203K 0.08% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,394 shares; 2026Q2: 4,431 shares; 2026Q3: 4,467 shares 4,467 $203K 0.08% +36 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,441 shares; 2025Q2: 15,641 shares; 2025Q3: 18,615 shares; 2025Q4: 15,175 shares; 2026Q1: 15,862 shares; 2026Q2: 13,458 shares; 2026Q3: 12,956 shares 12,956 $102K 0.04% -502 Timeline