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; 2023Q4: 28,783 shares; 2024Q1: 30,375 shares; 2024Q2: 31,852 shares; 2024Q3: 36,269 shares; 2024Q4: 38,842 shares; 2025Q1: 43,831 shares; 2025Q2: 45,264 shares; 2025Q3: 47,275 shares 47,275 $29M 10.74% +2,011 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; 2023Q4: 55,079 shares; 2024Q1: 55,232 shares; 2024Q2: 54,009 shares; 2024Q3: 53,427 shares; 2024Q4: 51,996 shares; 2025Q1: 51,472 shares; 2025Q2: 50,262 shares; 2025Q3: 48,969 shares 48,969 $24.6M 9.13% -1,293 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; 2023Q4: 123,984 shares; 2024Q1: 132,939 shares; 2024Q2: 142,035 shares; 2024Q3: 144,279 shares; 2024Q4: 156,180 shares; 2025Q1: 159,960 shares; 2025Q2: 163,530 shares; 2025Q3: 168,156 shares 168,156 $16.7M 6.18% +4,626 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 161,461 shares; 2024Q1: 143,038 shares; 2024Q2: 140,266 shares; 2024Q3: 137,107 shares; 2024Q4: 125,395 shares; 2025Q1: 141,154 shares; 2025Q2: 147,790 shares; 2025Q3: 133,816 shares 133,816 $13.5M 5% -13,974 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; 2023Q4: 22,165 shares; 2024Q1: 24,089 shares; 2024Q2: 23,763 shares; 2024Q3: 24,227 shares; 2024Q4: 24,211 shares; 2025Q1: 24,846 shares; 2025Q2: 23,302 shares; 2025Q3: 23,620 shares 23,620 $11.3M 4.2% +318 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; 2023Q4: 25,541 shares; 2024Q1: 26,254 shares; 2024Q2: 27,445 shares; 2024Q3: 29,823 shares; 2024Q4: 31,750 shares; 2025Q1: 31,799 shares; 2025Q2: 30,694 shares; 2025Q3: 31,693 shares 31,693 $9.31M 3.45% +999 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 143,887 shares; 2024Q1: 140,116 shares; 2024Q2: 140,921 shares; 2024Q3: 139,842 shares; 2024Q4: 137,283 shares; 2025Q1: 137,037 shares; 2025Q2: 134,700 shares; 2025Q3: 134,121 shares 134,121 $7.49M 2.78% -579 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; 2023Q4: 8,751 shares; 2024Q1: 9,690 shares; 2024Q2: 14,665 shares; 2024Q3: 15,992 shares; 2024Q4: 18,632 shares; 2025Q1: 19,452 shares; 2025Q2: 21,369 shares; 2025Q3: 22,129 shares 22,129 $7.26M 2.69% +760 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; 2023Q4: 60,056 shares; 2024Q1: 60,271 shares; 2024Q2: 73,190 shares; 2024Q3: 73,376 shares; 2024Q4: 73,930 shares; 2025Q1: 76,440 shares; 2025Q2: 78,944 shares; 2025Q3: 79,851 shares 79,851 $7.15M 2.65% +907 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; 2023Q4: 20,227 shares; 2024Q1: 20,427 shares; 2024Q2: 20,427 shares; 2024Q3: 20,427 shares; 2024Q4: 20,427 shares; 2025Q1: 20,427 shares; 2025Q2: 20,427 shares; 2025Q3: 20,083 shares 20,083 $6.58M 2.44% -344 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 107,470 shares; 2024Q1: 112,722 shares; 2024Q2: 116,586 shares; 2024Q3: 129,481 shares; 2024Q4: 263,124 shares; 2025Q1: 262,559 shares; 2025Q2: 264,940 shares; 2025Q3: 274,365 shares 274,365 $6.39M 2.37% +9,425 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 66,983 shares; 2024Q1: 65,250 shares; 2024Q2: 61,754 shares; 2024Q3: 60,485 shares; 2024Q4: 62,289 shares; 2025Q1: 62,392 shares; 2025Q2: 63,897 shares; 2025Q3: 63,955 shares 63,955 $6.08M 2.26% +58 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 141,627 shares; 2024Q1: 139,229 shares; 2024Q2: 138,117 shares; 2024Q3: 144,924 shares; 2024Q4: 134,875 shares; 2025Q1: 133,244 shares; 2025Q2: 126,108 shares; 2025Q3: 127,093 shares 127,093 $5.78M 2.14% +985 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 84,473 shares; 2024Q1: 85,794 shares; 2024Q2: 83,653 shares; 2024Q3: 83,754 shares; 2024Q4: 82,154 shares; 2025Q1: 81,934 shares; 2025Q2: 81,834 shares; 2025Q3: 81,634 shares 81,634 $5.58M 2.07% -200 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 101,499 shares; 2024Q1: 107,498 shares; 2024Q2: 113,160 shares; 2024Q3: 113,439 shares; 2024Q4: 114,444 shares; 2025Q1: 108,714 shares; 2025Q2: 106,331 shares; 2025Q3: 105,374 shares 105,374 $4.92M 1.82% -957 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; 2023Q4: 12,401 shares; 2024Q1: 12,111 shares; 2024Q2: 12,438 shares; 2024Q3: 13,934 shares; 2024Q4: 14,523 shares; 2025Q1: 14,630 shares; 2025Q2: 14,590 shares; 2025Q3: 15,224 shares 15,224 $3.87M 1.44% +634 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; 2023Q4: 24,463 shares; 2024Q1: 23,097 shares; 2024Q2: 22,341 shares; 2024Q3: 22,436 shares; 2024Q4: 22,482 shares; 2025Q1: 21,518 shares; 2025Q2: 17,661 shares; 2025Q3: 17,867 shares 17,867 $3.73M 1.38% +206 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 83,061 shares; 2024Q1: 86,254 shares; 2024Q2: 93,197 shares; 2024Q3: 93,506 shares; 2024Q4: 97,061 shares; 2025Q1: 99,348 shares; 2025Q2: 102,419 shares; 2025Q3: 102,738 shares 102,738 $3.52M 1.31% +319 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,275 shares; 2024Q1: 24,552 shares; 2024Q2: 43,157 shares; 2024Q3: 44,065 shares; 2024Q4: 48,545 shares; 2025Q1: 50,061 shares; 2025Q2: 49,514 shares; 2025Q3: 48,342 shares 48,342 $3.5M 1.3% -1,172 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; 2023Q4: 13,345 shares; 2024Q1: 13,605 shares; 2024Q2: 13,605 shares; 2024Q3: 13,675 shares; 2024Q4: 13,705 shares; 2025Q1: 13,905 shares; 2025Q2: 13,905 shares; 2025Q3: 13,862 shares 13,862 $3.07M 1.14% -43 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,714 shares; 2024Q1: 4,744 shares; 2024Q2: 4,627 shares; 2024Q3: 4,569 shares; 2024Q4: 4,666 shares; 2025Q1: 4,555 shares; 2025Q2: 4,558 shares; 2025Q3: 4,520 shares 4,520 $3.03M 1.12% -38 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; 2023Q4: 38,536 shares; 2024Q1: 37,973 shares; 2024Q2: 38,833 shares; 2024Q3: 48,385 shares; 2024Q4: 103,939 shares; 2025Q1: 103,050 shares; 2025Q2: 99,758 shares; 2025Q3: 110,723 shares 110,723 $2.78M 1.03% +10,965 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,717 shares; 2024Q1: 7,995 shares; 2024Q2: 7,995 shares; 2024Q3: 7,817 shares; 2024Q4: 7,817 shares; 2025Q1: 7,727 shares; 2025Q2: 7,727 shares; 2025Q3: 7,727 shares 7,727 $2.67M 0.99% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,422 shares; 2024Q1: 1,454 shares; 2024Q2: 1,454 shares; 2024Q3: 1,454 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,378 shares 1,378 $2.65M 0.98% -86 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,113 shares; 2024Q1: 10,328 shares; 2024Q2: 10,328 shares; 2024Q3: 10,328 shares; 2024Q4: 10,329 shares; 2025Q1: 10,249 shares; 2025Q2: 10,449 shares; 2025Q3: 10,639 shares 10,639 $2.59M 0.96% +190 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; 2023Q4: 50,006 shares; 2024Q1: 50,650 shares; 2024Q2: 49,320 shares; 2024Q3: 52,474 shares; 2024Q4: 53,221 shares; 2025Q1: 52,888 shares; 2025Q2: 51,652 shares; 2025Q3: 53,010 shares 53,010 $2.48M 0.92% +1,358 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46,007 shares; 2024Q1: 44,505 shares; 2024Q2: 36,248 shares; 2024Q3: 36,034 shares; 2024Q4: 31,669 shares; 2025Q1: 29,207 shares; 2025Q2: 29,189 shares; 2025Q3: 29,262 shares 29,262 $2.33M 0.86% +73 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; 2023Q4: 7,571 shares; 2024Q1: 7,575 shares; 2024Q2: 7,579 shares; 2024Q3: 7,583 shares; 2024Q4: 7,583 shares; 2025Q1: 7,583 shares; 2025Q2: 7,583 shares; 2025Q3: 7,583 shares 7,583 $2.21M 0.82% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,377 shares; 2024Q1: 18,487 shares; 2024Q2: 17,012 shares; 2024Q3: 16,885 shares; 2024Q4: 16,843 shares; 2025Q1: 16,125 shares; 2025Q2: 15,584 shares; 2025Q3: 15,100 shares 15,100 $2.15M 0.8% -484 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; 2023Q4: 36,061 shares; 2024Q1: 36,743 shares; 2024Q2: 44,444 shares; 2024Q3: 44,447 shares; 2024Q4: 42,802 shares; 2025Q1: 41,422 shares; 2025Q2: 41,413 shares; 2025Q3: 40,637 shares 40,637 $2.07M 0.77% -776 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; 2023Q4: 40,130 shares; 2024Q1: 48,389 shares; 2024Q2: 54,412 shares; 2024Q3: 54,419 shares; 2024Q4: 57,697 shares; 2025Q1: 60,945 shares; 2025Q2: 64,386 shares; 2025Q3: 64,425 shares 64,425 $2.07M 0.77% +39 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; 2023Q4: 27,872 shares; 2024Q1: 27,293 shares; 2024Q2: 26,506 shares; 2024Q3: 26,360 shares; 2024Q4: 26,389 shares; 2025Q1: 29,277 shares; 2025Q2: 27,153 shares; 2025Q3: 27,710 shares 27,710 $2.06M 0.76% +557 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; 2023Q4: 16,142 shares; 2024Q1: 16,326 shares; 2024Q2: 16,727 shares; 2024Q3: 17,779 shares; 2024Q4: 18,321 shares; 2025Q1: 19,594 shares; 2025Q2: 23,575 shares; 2025Q3: 27,018 shares 27,018 $1.98M 0.74% +3,443 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,534 shares; 2024Q1: 16,534 shares; 2024Q2: 16,522 shares; 2024Q3: 16,702 shares; 2024Q4: 18,163 shares; 2025Q1: 17,999 shares; 2025Q2: 17,938 shares; 2025Q3: 17,938 shares 17,938 $1.98M 0.73% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,300 shares; 2024Q1: 9,200 shares; 2024Q2: 9,200 shares; 2024Q3: 9,217 shares; 2024Q4: 9,217 shares; 2025Q1: 7,273 shares; 2025Q2: 7,500 shares; 2025Q3: 8,700 shares 8,700 $1.63M 0.61% +1,200 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,470 shares; 2024Q1: 28,339 shares; 2024Q2: 27,783 shares; 2024Q3: 27,783 shares; 2024Q4: 27,783 shares; 2025Q1: 27,783 shares; 2025Q2: 27,783 shares; 2025Q3: 27,783 shares 27,783 $1.6M 0.59% 0 Timeline EWX 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; 2023Q4: 26,933 shares; 2024Q1: 26,509 shares; 2024Q2: 26,989 shares; 2024Q3: 27,758 shares; 2024Q4: 26,938 shares; 2025Q1: 26,200 shares; 2025Q2: 24,116 shares; 2025Q3: 23,314 shares 23,314 $1.57M 0.58% -802 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,973 shares; 2024Q1: 19,941 shares; 2024Q2: 15,866 shares; 2024Q3: 15,991 shares; 2024Q4: 16,198 shares; 2025Q1: 15,998 shares; 2025Q2: 18,436 shares; 2025Q3: 18,304 shares 18,304 $1.55M 0.58% -132 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 6,400 shares; 2025Q1: 9,800 shares; 2025Q2: 14,900 shares; 2025Q3: 15,160 shares 15,160 $1.55M 0.57% +260 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; 2023Q4: 13,292 shares; 2024Q1: 31,815 shares; 2024Q2: 41,822 shares; 2024Q3: 50,720 shares; 2024Q4: 52,995 shares; 2025Q1: 40,540 shares; 2025Q2: 44,619 shares; 2025Q3: 49,051 shares 49,051 $1.54M 0.57% +4,432 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; 2023Q4: 4,700 shares; 2024Q1: 4,805 shares; 2024Q2: 4,957 shares; 2024Q3: 5,862 shares; 2024Q4: 6,684 shares; 2025Q1: 7,530 shares; 2025Q2: 10,581 shares; 2025Q3: 10,664 shares 10,664 $1.5M 0.56% +83 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 36,932 shares; 2024Q1: 37,694 shares; 2024Q2: 36,989 shares; 2024Q3: 47,574 shares; 2024Q4: 50,512 shares; 2025Q1: 46,267 shares; 2025Q2: 44,786 shares; 2025Q3: 50,348 shares 50,348 $1.49M 0.55% +5,562 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,940 shares; 2024Q1: 5,940 shares; 2024Q2: 5,940 shares; 2024Q3: 5,940 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares 5,940 $1.46M 0.54% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,375 shares; 2024Q1: 11,085 shares; 2024Q2: 11,520 shares; 2024Q3: 11,504 shares; 2024Q4: 10,249 shares; 2025Q1: 9,349 shares; 2025Q2: 9,072 shares; 2025Q3: 9,072 shares 9,072 $1.25M 0.46% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,707 shares; 2024Q1: 12,186 shares; 2024Q2: 11,383 shares; 2024Q3: 12,491 shares; 2024Q4: 13,576 shares; 2025Q1: 12,328 shares; 2025Q2: 14,728 shares; 2025Q3: 14,718 shares 14,718 $1.22M 0.45% -10 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; 2023Q4: not reported; 2024Q1: 3,546 shares; 2024Q2: 6,367 shares; 2024Q3: 8,016 shares; 2024Q4: 12,545 shares; 2025Q1: 12,591 shares; 2025Q2: 15,554 shares; 2025Q3: 16,342 shares 16,342 $1.18M 0.44% +788 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; 2023Q4: 45,222 shares; 2024Q1: 43,419 shares; 2024Q2: 40,712 shares; 2024Q3: 34,782 shares; 2024Q4: 34,771 shares; 2025Q1: 31,770 shares; 2025Q2: 31,770 shares; 2025Q3: 31,685 shares 31,685 $1.17M 0.44% -85 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,548 shares; 2024Q1: 22,548 shares; 2024Q2: 22,548 shares; 2024Q3: 23,469 shares; 2024Q4: 23,225 shares; 2025Q1: 23,225 shares; 2025Q2: 23,225 shares; 2025Q3: 23,225 shares 23,225 $1.11M 0.41% 0 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; 2023Q4: 4,180 shares; 2024Q1: 4,180 shares; 2024Q2: 4,390 shares; 2024Q3: 4,730 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,732 shares; 2025Q3: 5,732 shares 5,732 $1.07M 0.4% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,964 shares; 2024Q1: 27,099 shares; 2024Q2: 27,099 shares; 2024Q3: 27,477 shares; 2024Q4: 26,850 shares; 2025Q1: 26,850 shares; 2025Q2: 26,850 shares; 2025Q3: 26,879 shares 26,879 $1.06M 0.39% +29 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,676 shares; 2024Q1: 21,318 shares; 2024Q2: 19,671 shares; 2024Q3: 23,155 shares; 2024Q4: 23,283 shares; 2025Q1: 20,892 shares; 2025Q2: 20,325 shares; 2025Q3: 22,539 shares 22,539 $1.06M 0.39% +2,214 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,928 shares; 2024Q1: 14,506 shares; 2024Q2: 14,498 shares; 2024Q3: 14,548 shares; 2024Q4: 14,595 shares; 2025Q1: 16,263 shares; 2025Q2: 16,103 shares; 2025Q3: 16,069 shares 16,069 $1.05M 0.39% -34 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 232 shares; 2024Q1: 645 shares; 2024Q2: 555 shares; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,915 shares 1,915 $992K 0.37% +12 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,905 shares; 2024Q1: 5,179 shares; 2024Q2: 4,283 shares; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,118 shares; 2025Q2: 3,861 shares; 2025Q3: 3,758 shares 3,758 $964K 0.36% -103 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,185 shares; 2024Q1: 7,200 shares; 2024Q2: 7,223 shares; 2024Q3: 7,239 shares; 2024Q4: 7,262 shares; 2025Q1: 6,845 shares; 2025Q2: 10,954 shares; 2025Q3: 10,939 shares 10,939 $926K 0.34% -15 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,098 shares; 2024Q1: 26,096 shares; 2024Q2: 28,572 shares; 2024Q3: 31,114 shares; 2024Q4: 32,314 shares; 2025Q1: 29,904 shares; 2025Q2: 26,740 shares; 2025Q3: 27,919 shares 27,919 $889K 0.33% +1,179 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; 2023Q4: not reported; 2024Q1: 3,452 shares; 2024Q2: 3,452 shares; 2024Q3: 3,452 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 9,945 shares; 2025Q3: 22,384 shares 22,384 $863K 0.32% +12,439 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,668 shares; 2024Q1: 6,668 shares; 2024Q2: 6,668 shares; 2024Q3: 8,868 shares; 2024Q4: 16,898 shares; 2025Q1: 16,898 shares; 2025Q2: 16,898 shares; 2025Q3: 16,898 shares 16,898 $814K 0.3% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,297 shares; 2024Q1: 26,295 shares; 2024Q2: 22,031 shares; 2024Q3: 21,852 shares; 2024Q4: 21,451 shares; 2025Q1: 15,869 shares; 2025Q2: 12,924 shares; 2025Q3: 12,624 shares 12,624 $806K 0.3% -300 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 50,515 shares; 2024Q1: 36,291 shares; 2024Q2: 36,309 shares; 2024Q3: 36,309 shares; 2024Q4: 38,903 shares; 2025Q1: 36,603 shares; 2025Q2: 27,803 shares; 2025Q3: 28,755 shares 28,755 $805K 0.3% +952 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; 2023Q4: 15,032 shares; 2024Q1: 15,037 shares; 2024Q2: 14,801 shares; 2024Q3: 14,805 shares; 2024Q4: 14,810 shares; 2025Q1: 14,814 shares; 2025Q2: 14,818 shares; 2025Q3: 14,822 shares 14,822 $798K 0.3% +4 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; 2023Q4: 3,382 shares; 2024Q1: 2,453 shares; 2024Q2: 3,530 shares; 2024Q3: 3,534 shares; 2024Q4: 3,580 shares; 2025Q1: 3,583 shares; 2025Q2: 3,583 shares; 2025Q3: 3,656 shares 3,656 $789K 0.29% +73 Timeline 1/100 Berkshire Hath A 1/100 Berkshire Hath A More: the full row for 1/100 Berkshire Hath A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $751K 0.28% 0 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; 2023Q4: 28,038 shares; 2024Q1: 25,733 shares; 2024Q2: 26,536 shares; 2024Q3: 26,989 shares; 2024Q4: 28,901 shares; 2025Q1: 27,917 shares; 2025Q2: 18,523 shares; 2025Q3: 17,514 shares 17,514 $749K 0.28% -1,009 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $727K 0.27% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,970 shares; 2024Q1: 18,391 shares; 2024Q2: 14,767 shares; 2024Q3: 14,509 shares; 2024Q4: 14,024 shares; 2025Q1: 12,274 shares; 2025Q2: 11,403 shares; 2025Q3: 11,403 shares 11,403 $651K 0.24% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 340 shares 340 $647K 0.24% -40 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,758 shares; 2024Q1: 4,739 shares; 2024Q2: 4,763 shares; 2024Q3: 5,270 shares; 2024Q4: 5,279 shares; 2025Q1: 5,329 shares; 2025Q2: 5,182 shares; 2025Q3: 5,002 shares 5,002 $594K 0.22% -180 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; 2023Q4: 4,669 shares; 2024Q1: 4,166 shares; 2024Q2: 4,166 shares; 2024Q3: 4,166 shares; 2024Q4: 3,846 shares; 2025Q1: 3,846 shares; 2025Q2: 3,846 shares; 2025Q3: 3,055 shares 3,055 $584K 0.22% -791 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 8,070 shares; 2024Q3: 9,080 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,199 shares; 2025Q3: 13,199 shares 13,199 $564K 0.21% 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; 2023Q4: 92 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $534K 0.2% 0 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; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $513K 0.19% 0 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; 2023Q4: 7,075 shares; 2024Q1: 7,094 shares; 2024Q2: 7,075 shares; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares 6,075 $503K 0.19% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $490K 0.18% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,754 shares; 2024Q1: 4,394 shares; 2024Q2: 3,960 shares; 2024Q3: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,000 shares; 2025Q3: 4,050 shares 4,050 $484K 0.18% +50 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; 2023Q4: not reported; 2024Q1: 5,865 shares; 2024Q2: 5,715 shares; 2024Q3: 5,715 shares; 2024Q4: 5,825 shares; 2025Q1: 5,725 shares; 2025Q2: 6,649 shares; 2025Q3: 6,649 shares 6,649 $484K 0.18% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 421 shares; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares; 2024Q3: 1,800 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares 1,871 $476K 0.18% 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; 2023Q4: 3,275 shares; 2024Q1: 3,285 shares; 2024Q2: 3,135 shares; 2024Q3: 3,135 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,510 shares 2,510 $473K 0.18% -350 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; 2023Q4: 9,081 shares; 2024Q1: 9,307 shares; 2024Q2: 9,513 shares; 2024Q3: 9,540 shares; 2024Q4: 9,905 shares; 2025Q1: 9,591 shares; 2025Q2: 9,811 shares; 2025Q3: 9,297 shares 9,297 $472K 0.17% -514 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,640 shares; 2024Q3: 4,640 shares; 2024Q4: 4,670 shares; 2025Q1: 4,690 shares; 2025Q2: 4,790 shares; 2025Q3: 4,790 shares 4,790 $446K 0.17% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $435K 0.16% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares 2,840 $414K 0.15% 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; 2023Q4: not reported; 2024Q1: 356 shares; 2024Q2: 356 shares; 2024Q3: 1,179 shares; 2024Q4: 9,394 shares; 2025Q1: 9,320 shares; 2025Q2: 9,320 shares; 2025Q3: 9,181 shares 9,181 $403K 0.15% -139 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; 2023Q4: 5,798 shares; 2024Q1: 5,796 shares; 2024Q2: 8,857 shares; 2024Q3: 8,306 shares; 2024Q4: 8,360 shares; 2025Q1: 7,944 shares; 2025Q2: 7,368 shares; 2025Q3: 7,370 shares 7,370 $399K 0.15% +2 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,230 shares; 2024Q1: 5,200 shares; 2024Q2: 5,230 shares; 2024Q3: 5,230 shares; 2024Q4: 5,330 shares; 2025Q1: 5,430 shares; 2025Q2: 5,200 shares; 2025Q3: 4,700 shares 4,700 $375K 0.14% -500 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,279 shares; 2024Q1: 3,284 shares; 2024Q2: 3,284 shares; 2024Q3: 3,292 shares; 2024Q4: 3,309 shares; 2025Q1: 3,317 shares; 2025Q2: 3,325 shares; 2025Q3: 3,333 shares 3,333 $368K 0.14% +8 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,146 shares; 2024Q1: 6,336 shares; 2024Q2: 6,336 shares; 2024Q3: 6,331 shares; 2024Q4: 6,299 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares 6,200 $356K 0.13% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 753 shares; 2024Q1: 4,028 shares; 2024Q2: 4,028 shares; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 3,903 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares 3,903 $353K 0.13% 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; 2023Q4: 3,175 shares; 2024Q1: 3,175 shares; 2024Q2: 3,175 shares; 2024Q3: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares 3,075 $352K 0.13% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 154 shares; 2024Q1: 106 shares; 2024Q2: 99 shares; 2024Q3: 98 shares; 2024Q4: 92 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,294 shares 3,294 $352K 0.13% +1 Timeline DIAGEO PLC DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,560 shares; 2024Q1: 3,460 shares; 2024Q2: 3,460 shares; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares 3,460 $331K 0.12% 0 DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,348 shares; 2024Q3: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 7,348 shares; 2025Q3: 7,348 shares 7,348 $328K 0.12% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,354 shares; 2024Q1: 6,898 shares; 2024Q2: 6,133 shares; 2024Q3: 6,133 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,600 shares 6,600 $320K 0.12% +500 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 11,225 shares; 2025Q1: 11,225 shares; 2025Q2: 11,225 shares; 2025Q3: 11,225 shares 11,225 $290K 0.11% 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; 2023Q4: 846 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $289K 0.11% 0 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; 2023Q4: 4,162 shares; 2024Q1: 2,850 shares; 2024Q2: 2,796 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $286K 0.11% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,292 shares; 2024Q1: 8,292 shares; 2024Q2: 8,292 shares; 2024Q3: 8,292 shares; 2024Q4: 8,292 shares; 2025Q1: 8,092 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares 7,992 $284K 0.11% 0 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; 2023Q4: 687 shares; 2024Q1: 714 shares; 2024Q2: 777 shares; 2024Q3: 811 shares; 2024Q4: 855 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 922 shares 922 $284K 0.11% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $278K 0.1% 0 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; 2023Q4: 2,670 shares; 2024Q1: 1,610 shares; 2024Q2: 1,442 shares; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares 1,442 $274K 0.1% 0 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37,026 shares; 2024Q1: 27,389 shares; 2024Q2: 21,673 shares; 2024Q3: 20,093 shares; 2024Q4: 14,769 shares; 2025Q1: 11,983 shares; 2025Q2: 12,020 shares; 2025Q3: 12,064 shares 12,064 $272K 0.1% +44 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,515 shares; 2024Q3: 1,740 shares; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares 1,514 $259K 0.1% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,246 shares; 2024Q1: 3,377 shares; 2024Q2: 4,082 shares; 2024Q3: 5,210 shares; 2024Q4: 3,328 shares; 2025Q1: 4,375 shares; 2025Q2: 4,052 shares; 2025Q3: 3,333 shares 3,333 $244K 0.09% -719 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,097 shares; 2024Q1: 9,687 shares; 2024Q2: 9,822 shares; 2024Q3: 9,822 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,321 shares; 2025Q3: 5,616 shares 5,616 $243K 0.09% +295 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,673 shares; 2024Q1: 2,673 shares; 2024Q2: 2,311 shares; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares 2,311 $226K 0.08% 0 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; 2023Q4: 3,709 shares; 2024Q1: 3,900 shares; 2024Q2: 4,156 shares; 2024Q3: 4,384 shares; 2024Q4: 9,346 shares; 2025Q1: 9,065 shares; 2025Q2: 8,273 shares; 2025Q3: 7,996 shares 7,996 $223K 0.08% -277 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,838 shares; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares; 2024Q3: 4,875 shares; 2024Q4: 4,800 shares; 2025Q1: 4,813 shares; 2025Q2: 4,827 shares; 2025Q3: 4,842 shares 4,842 $220K 0.08% +15 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,580 shares; 2024Q1: 2,580 shares; 2024Q2: 2,580 shares; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $206K 0.08% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,260 shares; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares 2,260 $201K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,180 shares; 2025Q2: 1,852 shares; 2025Q3: 1,881 shares 1,881 $189K 0.07% +29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,012 shares; 2024Q1: 2,013 shares; 2024Q2: 2,027 shares; 2024Q3: 2,105 shares; 2024Q4: 2,102 shares; 2025Q1: 2,211 shares; 2025Q2: 1,766 shares; 2025Q3: 1,748 shares 1,748 $186K 0.07% -18 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,715 shares; 2024Q1: 4,045 shares; 2024Q2: 3,545 shares; 2024Q3: 3,945 shares; 2024Q4: 3,815 shares; 2025Q1: 940 shares; 2025Q2: 840 shares; 2025Q3: 1,725 shares 1,725 $165K 0.06% +885 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares 3,125 $141K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares 1,601 $140K 0.05% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 2,035 shares; 2025Q3: 3,823 shares 3,823 $138K 0.05% +1,788 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,450 shares; 2024Q1: 4,450 shares; 2024Q2: 4,470 shares; 2024Q3: 4,470 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600 $128K 0.05% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares 1,653 $127K 0.05% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 645 shares; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 645 shares; 2024Q4: 700 shares; 2025Q1: 800 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $126K 0.05% 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; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares 103 $124K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,471 shares; 2024Q1: 1,423 shares; 2024Q2: 1,337 shares; 2024Q3: 1,506 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares 4,576 $121K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,180 shares; 2024Q1: 2,180 shares; 2024Q2: 2,180 shares; 2024Q3: 2,180 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $120K 0.04% 0 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; 2023Q4: 131 shares; 2024Q1: 977 shares; 2024Q2: 978 shares; 2024Q3: 980 shares; 2024Q4: 552 shares; 2025Q1: 553 shares; 2025Q2: 554 shares; 2025Q3: 555 shares 555 $119K 0.04% +1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 420 shares; 2024Q1: 420 shares; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares 420 $119K 0.04% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $118K 0.04% 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; 2023Q4: 363 shares; 2024Q1: 615 shares; 2024Q2: 617 shares; 2024Q3: 619 shares; 2024Q4: 621 shares; 2025Q1: 623 shares; 2025Q2: 625 shares; 2025Q3: 377 shares 377 $113K 0.04% -248 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 258 shares; 2024Q3: 258 shares; 2024Q4: 218 shares; 2025Q1: 238 shares; 2025Q2: 262 shares; 2025Q3: 238 shares 238 $106K 0.04% -24 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 258 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares 516 $105K 0.04% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 779 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,335 shares; 2025Q3: 4,352 shares 4,352 $104K 0.04% +2,017 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 404 shares; 2025Q2: 563 shares; 2025Q3: 533 shares 533 $99.4K 0.04% -30 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares 303 $94.7K 0.04% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,546 shares; 2024Q1: 1,546 shares; 2024Q2: 1,546 shares; 2024Q3: 1,546 shares; 2024Q4: 1,810 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $93.9K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 832 shares; 2024Q1: 832 shares; 2024Q2: 832 shares; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares 832 $79.8K 0.03% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares 617 $74.1K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 760 shares; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares 800 $71.8K 0.03% -200 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,566 shares; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares 1,530 $70.9K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares 836 $70.3K 0.03% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares 1,179 $68.3K 0.03% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,440 shares 1,440 $66.4K 0.02% +440 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares 786 $65.3K 0.02% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 743 shares; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares 723 $64.1K 0.02% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480 $62.6K 0.02% 0 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,633 shares; 2024Q1: 14,419 shares; 2024Q2: 14,637 shares; 2024Q3: 10,415 shares; 2024Q4: 10,497 shares; 2025Q1: 10,419 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $60.3K 0.02% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,708 shares; 2024Q1: 10,708 shares; 2024Q2: 10,708 shares; 2024Q3: 10,708 shares; 2024Q4: 10,708 shares; 2025Q1: 10,708 shares; 2025Q2: 10,708 shares; 2025Q3: 10,708 shares 10,708 $57.7K 0.02% 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; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $56.2K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares 232 $53.7K 0.02% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares 281 $53.1K 0.02% 0 Timeline PRNDY PERNOD RICARD S A More: the full row for PERNOD RICARD S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares 2,650 $52.4K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 88 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares 440 $50.6K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $50.6K 0.02% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares 304 $49.8K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 80 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $48.1K 0.02% 0 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; 2023Q4: not reported; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 65 shares 65 $47.7K 0.02% -21 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $46.5K 0.02% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $45.1K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $44.3K 0.02% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 164 shares; 2025Q3: 164 shares 164 $42.7K 0.02% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares 257 $41.5K 0.02% 0 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; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares 142 $39.7K 0.01% 0 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares 1,396 $38.1K 0.01% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 3,425 shares; 2024Q2: 3,425 shares; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares 3,425 $37.2K 0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares 989 $36.8K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 1,031 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $36.6K 0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares 426 $36.1K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $35.6K 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; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 214 shares 214 $34.6K 0.01% +10 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; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: 788 shares; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 645 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563 $33.7K 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; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $32.6K 0.01% 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; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 131 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares 131 $31.7K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares 935 $31.2K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares 615 $31.1K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192 $30.5K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 327 shares 327 $30.4K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares 1,580 $29.9K 0.01% 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; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $29.7K 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; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $29K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $27.7K 0.01% 0 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; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $26.8K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $26.7K 0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,817 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $26.6K 0.01% 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; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $25.8K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares 206 $25.5K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $24.3K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $22.8K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $22.7K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $21.7K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 274 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares 822 $21.6K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares 574 $21.4K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares 230 $19K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 280 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares 560 $17.4K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 5,247 shares; 2024Q4: 14,647 shares; 2025Q1: 7,647 shares; 2025Q2: 347 shares; 2025Q3: 347 shares 347 $17.4K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 225 shares; 2024Q1: 219 shares; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares 206 $17K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 431 shares; 2024Q1: 631 shares; 2024Q2: 631 shares; 2024Q3: 631 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares 431 $16.9K 0.01% 0 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; 2023Q4: 302 shares; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares 302 $16.8K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $15.7K 0.01% 0 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; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $15.4K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares 205 $15.2K 0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares 665 $14.8K 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares 99 $14.4K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 323 shares 323 $14K 0.01% 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; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $13.9K 0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares 323 $13.9K 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $13.8K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares 189 $13.5K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 96 shares 96 $13K <0.01% 0 Timeline PXH 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares 505 $12.8K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $12.1K <0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $11.7K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 443 shares; 2024Q1: 443 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares 443 $10.2K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 560 shares; 2024Q4: 566 shares; 2025Q1: 573 shares; 2025Q2: 581 shares; 2025Q3: 588 shares 588 $10K <0.01% +7 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; 2023Q4: 1,557 shares; 2024Q1: 2,702 shares; 2024Q2: 2,652 shares; 2024Q3: 4,209 shares; 2024Q4: 2,227 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $9.88K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $8.78K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 469 shares; 2024Q1: 448 shares; 2024Q2: 423 shares; 2024Q3: 402 shares; 2024Q4: 377 shares; 2025Q1: 355 shares; 2025Q2: 334 shares; 2025Q3: 154 shares 154 $8.38K <0.01% -180 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $8.17K <0.01% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $8.06K <0.01% 0 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares 22 $8.04K <0.01% new Timeline XLP 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $7.99K <0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $7.07K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares 158 $7.03K <0.01% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $6.55K <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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 470 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $6.5K <0.01% 0 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares 49 $6.33K <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; 2023Q4: not reported; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares 186 $5.84K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares 126 $5.54K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $5.47K <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; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $5.01K <0.01% 0 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; 2023Q4: 539 shares; 2024Q1: 550 shares; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 99 shares; 2025Q3: 99 shares 99 $2.93K <0.01% 0 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $2.67K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $2.28K <0.01% 0 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; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 1,234 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $1.4K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $875 <0.01% 0 Timeline WALT DISNEY CO WALT DISNEY CO More: the full row for WALT DISNEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $559 <0.01% 0 HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $528 <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $506 <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $421 <0.01% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 58 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $204 <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $76 <0.01% 0 Timeline