GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,206 shares; 2024Q4: 10,982 shares; 2025Q1: 11,170 shares; 2025Q2: 11,405 shares; 2025Q3: 11,478 shares; 2025Q4: 11,495 shares; 2026Q1: 11,650 shares; 2026Q2: 11,289 shares 11,289 $13.3M 4.1% -361 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,716 shares; 2024Q4: 17,716 shares; 2025Q1: 18,736 shares; 2025Q2: 18,261 shares; 2025Q3: 18,261 shares; 2025Q4: 18,438 shares; 2026Q1: 19,217 shares; 2026Q2: 14,700 shares 14,700 $12.3M 3.81% -4,517 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,130 shares; 2024Q4: 54,380 shares; 2025Q1: 58,052 shares; 2025Q2: 61,144 shares; 2025Q3: 61,642 shares; 2025Q4: 64,458 shares; 2026Q1: 65,235 shares; 2026Q2: 58,994 shares 58,994 $11.8M 3.65% -6,241 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: 7,148 shares; 2025Q1: 6,972 shares; 2025Q2: 7,272 shares; 2025Q3: 7,202 shares; 2025Q4: 7,365 shares; 2026Q1: 7,669 shares; 2026Q2: 7,679 shares 7,679 $8.18M 2.53% +10 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,735 shares; 2024Q4: 28,000 shares; 2025Q1: 28,750 shares; 2025Q2: 29,916 shares; 2025Q3: 29,661 shares; 2025Q4: 21,683 shares; 2026Q1: 22,542 shares; 2026Q2: 20,418 shares 20,418 $7.71M 2.38% -2,124 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 280 shares; 2025Q1: 610 shares; 2025Q2: 812 shares; 2025Q3: 822 shares; 2025Q4: 5,367 shares; 2026Q1: 6,542 shares; 2026Q2: 6,433 shares 6,433 $7.43M 2.29% -109 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,880 shares; 2024Q4: 56,980 shares; 2025Q1: 58,582 shares; 2025Q2: 57,605 shares; 2025Q3: 58,627 shares; 2025Q4: 58,812 shares; 2026Q1: 60,520 shares; 2026Q2: 60,435 shares 60,435 $7.05M 2.18% -85 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,924 shares; 2025Q1: 38,294 shares; 2025Q2: 38,294 shares; 2025Q3: 38,294 shares; 2025Q4: 38,387 shares; 2026Q1: 39,387 shares; 2026Q2: 39,572 shares 39,572 $6.72M 2.08% +185 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,458 shares; 2024Q4: 22,658 shares; 2025Q1: 23,573 shares; 2025Q2: 24,373 shares; 2025Q3: 19,073 shares; 2025Q4: 19,049 shares; 2026Q1: 19,934 shares; 2026Q2: 20,066 shares 20,066 $6.72M 2.08% +132 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,395 shares; 2024Q4: 18,395 shares; 2025Q1: 18,735 shares; 2025Q2: 18,735 shares; 2025Q3: 18,575 shares; 2025Q4: 18,487 shares; 2026Q1: 17,883 shares; 2026Q2: 17,676 shares 17,676 $6.45M 1.99% -207 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,576 shares; 2024Q4: 266,001 shares; 2025Q1: 262,501 shares; 2025Q2: 259,501 shares; 2025Q3: 254,401 shares; 2025Q4: 254,401 shares; 2026Q1: 245,801 shares; 2026Q2: 225,579 shares 225,579 $5.98M 1.85% -20,222 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,052 shares; 2024Q4: 11,063 shares; 2025Q1: 11,168 shares; 2025Q2: 11,178 shares; 2025Q3: 11,030 shares; 2025Q4: 11,200 shares; 2026Q1: 11,691 shares; 2026Q2: 11,697 shares 11,697 $5.59M 1.73% +6 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 17,460 shares; 2025Q4: 17,995 shares; 2026Q1: 18,808 shares; 2026Q2: 19,328 shares 19,328 $5.34M 1.65% +520 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,968 shares; 2024Q4: 12,968 shares; 2025Q1: 2 shares; 2025Q2: 704 shares; 2025Q3: 1,308 shares; 2025Q4: 7,108 shares; 2026Q1: 8,978 shares; 2026Q2: 9,160 shares 9,160 $5.32M 1.64% +182 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,388 shares; 2025Q1: 3,463 shares; 2025Q2: 3,611 shares; 2025Q3: 3,690 shares; 2025Q4: 3,862 shares; 2026Q1: 3,976 shares; 2026Q2: 3,978 shares 3,978 $4.77M 1.47% +2 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,857 shares; 2024Q4: 16,867 shares; 2025Q1: 16,580 shares; 2025Q2: 16,765 shares; 2025Q3: 17,384 shares; 2025Q4: 18,228 shares; 2026Q1: 18,906 shares; 2026Q2: 18,992 shares 18,992 $4.53M 1.4% +86 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,182 shares; 2024Q4: 34,212 shares; 2025Q1: 36,222 shares; 2025Q2: 36,013 shares; 2025Q3: 35,963 shares; 2025Q4: 36,986 shares; 2026Q1: 38,571 shares; 2026Q2: 38,731 shares 38,731 $4.39M 1.35% +160 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,238 shares; 2024Q4: 9,238 shares; 2025Q1: 9,588 shares; 2025Q2: 9,588 shares; 2025Q3: 9,526 shares; 2025Q4: 9,528 shares; 2026Q1: 10,023 shares; 2026Q2: 10,179 shares 10,179 $4.34M 1.34% +156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 1,995 shares; 2025Q1: 2,086 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,061 shares; 2026Q1: 2,111 shares; 2026Q2: 2,126 shares 2,126 $4.23M 1.31% +15 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,935 shares; 2026Q2: 15,030 shares 15,030 $4.09M 1.26% +95 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,056 shares; 2024Q4: 12,124 shares; 2025Q1: 11,284 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,236 shares; 2026Q1: 11,236 shares; 2026Q2: 11,236 shares 11,236 $3.83M 1.18% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,790 shares; 2026Q2: 5,926 shares 5,926 $3.79M 1.17% +136 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,956 shares; 2024Q4: 6,976 shares; 2025Q1: 7,256 shares; 2025Q2: 7,615 shares; 2025Q3: 7,649 shares; 2025Q4: 7,902 shares; 2026Q1: 7,967 shares; 2026Q2: 7,557 shares 7,557 $3.78M 1.17% -410 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,730 shares; 2025Q2: 9,630 shares; 2025Q3: 9,566 shares; 2025Q4: 10,083 shares; 2026Q1: 10,650 shares; 2026Q2: 10,695 shares 10,695 $3.78M 1.17% +45 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,672 shares; 2024Q4: 23,672 shares; 2025Q1: 23,674 shares; 2025Q2: 23,672 shares; 2025Q3: 23,242 shares; 2025Q4: 23,159 shares; 2026Q1: 23,039 shares; 2026Q2: 23,379 shares 23,379 $3.42M 1.06% +340 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 7,951 shares; 2025Q1: 7,930 shares; 2025Q2: 7,920 shares; 2025Q3: 8,233 shares; 2025Q4: 8,789 shares; 2026Q1: 9,124 shares; 2026Q2: 9,117 shares 9,117 $3.4M 1.05% -7 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 4,393 shares; 2026Q2: 4,393 shares 4,393 $3.29M 1.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 9,115 shares; 2025Q2: 9,115 shares; 2025Q3: 9,143 shares; 2025Q4: 9,657 shares; 2026Q1: 9,712 shares; 2026Q2: 9,712 shares 9,712 $3.18M 0.98% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,219 shares; 2025Q2: 3,194 shares; 2025Q3: 3,171 shares; 2025Q4: 3,147 shares; 2026Q1: 3,207 shares; 2026Q2: 3,207 shares 3,207 $3.14M 0.97% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,930 shares; 2024Q4: 67,030 shares; 2025Q1: 69,395 shares; 2025Q2: 66,940 shares; 2025Q3: 66,330 shares; 2025Q4: 66,505 shares; 2026Q1: 67,805 shares; 2026Q2: 69,355 shares 69,355 $3.13M 0.97% +1,550 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,965 shares; 2024Q4: 6,005 shares; 2025Q1: 7,206 shares; 2025Q2: 7,203 shares; 2025Q3: 7,232 shares; 2025Q4: 7,332 shares; 2026Q1: 7,503 shares; 2026Q2: 7,755 shares 7,755 $3.06M 0.94% +252 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,300 shares 6,300 $3.05M 0.94% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,151 shares; 2024Q4: 19,152 shares; 2025Q1: 21,833 shares; 2025Q2: 21,807 shares; 2025Q3: 23,033 shares; 2025Q4: 30,418 shares; 2026Q1: 33,976 shares; 2026Q2: 34,421 shares 34,421 $2.85M 0.88% +445 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 2,952 shares 2,952 $2.85M 0.88% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,442 shares; 2025Q3: 3,498 shares; 2025Q4: 3,630 shares; 2026Q1: 3,666 shares; 2026Q2: 3,895 shares 3,895 $2.8M 0.87% +229 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,393 shares; 2024Q4: 16,328 shares; 2025Q1: 16,788 shares; 2025Q2: 16,788 shares; 2025Q3: 16,838 shares; 2025Q4: 17,596 shares; 2026Q1: 18,851 shares; 2026Q2: 18,908 shares 18,908 $2.73M 0.84% +57 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,525 shares; 2024Q4: 8,540 shares; 2025Q1: 9,259 shares; 2025Q2: 8,894 shares; 2025Q3: 8,979 shares; 2025Q4: 8,914 shares; 2026Q1: 9,076 shares; 2026Q2: 9,076 shares 9,076 $2.73M 0.84% 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; 2024Q3: 8,934 shares; 2024Q4: 8,934 shares; 2025Q1: 8,636 shares; 2025Q2: 8,092 shares; 2025Q3: 8,082 shares; 2025Q4: 9,253 shares; 2026Q1: 9,354 shares; 2026Q2: 9,354 shares 9,354 $2.71M 0.84% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,971 shares; 2024Q4: 32,971 shares; 2025Q1: 32,820 shares; 2025Q2: 33,704 shares; 2025Q3: 33,811 shares; 2025Q4: 33,629 shares; 2026Q1: 35,796 shares; 2026Q2: 36,195 shares 36,195 $2.58M 0.8% +399 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,659 shares; 2025Q1: 2,663 shares; 2025Q2: 2,658 shares; 2025Q3: 2,663 shares; 2025Q4: 2,675 shares; 2026Q1: 2,725 shares; 2026Q2: 2,751 shares 2,751 $2.57M 0.79% +26 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 3,996 shares; 2025Q1: 4,066 shares; 2025Q2: 4,047 shares; 2025Q3: 4,017 shares; 2025Q4: 3,941 shares; 2026Q1: 4,066 shares; 2026Q2: 4,046 shares 4,046 $2.57M 0.79% -20 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,442 shares; 2025Q2: 9,442 shares; 2025Q3: 9,412 shares; 2025Q4: 9,353 shares; 2026Q1: 9,302 shares; 2026Q2: 9,302 shares 9,302 $2.42M 0.75% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,396 shares; 2024Q4: 10,396 shares; 2025Q1: 10,396 shares; 2025Q2: 10,196 shares; 2025Q3: 10,096 shares; 2025Q4: 9,921 shares; 2026Q1: 10,271 shares; 2026Q2: 10,271 shares 10,271 $2.39M 0.74% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,430 shares; 2024Q4: 132,780 shares; 2025Q1: 136,465 shares; 2025Q2: 130,360 shares; 2025Q3: 129,345 shares; 2025Q4: 125,605 shares; 2026Q1: 123,545 shares; 2026Q2: 122,830 shares 122,830 $2.34M 0.72% -715 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,008 shares; 2024Q4: 21,008 shares; 2025Q1: 25,058 shares; 2025Q2: 25,059 shares; 2025Q3: 25,359 shares; 2025Q4: 25,364 shares; 2026Q1: 25,384 shares; 2026Q2: 25,534 shares 25,534 $2.18M 0.67% +150 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,055 shares; 2025Q1: 36,465 shares; 2025Q2: 37,520 shares; 2025Q3: 38,042 shares; 2025Q4: 38,135 shares; 2026Q1: 40,545 shares; 2026Q2: 40,705 shares 40,705 $2.13M 0.66% +160 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 17,319 shares; 2026Q1: 21,933 shares; 2026Q2: 21,933 shares 21,933 $2.09M 0.65% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,039 shares; 2024Q4: 18,039 shares; 2025Q1: 18,439 shares; 2025Q2: 18,694 shares; 2025Q3: 18,794 shares; 2025Q4: 18,724 shares; 2026Q1: 18,854 shares; 2026Q2: 18,854 shares 18,854 $2.08M 0.64% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 9,430 shares; 2025Q3: 9,430 shares; 2025Q4: 9,335 shares; 2026Q1: 9,335 shares; 2026Q2: 9,285 shares 9,285 $2.05M 0.63% -50 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 5,417 shares; 2025Q2: 5,432 shares; 2025Q3: 5,442 shares; 2025Q4: 5,689 shares; 2026Q1: 5,705 shares; 2026Q2: 5,717 shares 5,717 $2.02M 0.62% +12 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,131 shares; 2025Q4: 5,229 shares; 2026Q1: 5,688 shares; 2026Q2: 5,688 shares 5,688 $1.99M 0.61% 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; 2024Q3: 30,007 shares; 2024Q4: 30,007 shares; 2025Q1: 30,787 shares; 2025Q2: 30,112 shares; 2025Q3: 29,512 shares; 2025Q4: 30,027 shares; 2026Q1: 31,362 shares; 2026Q2: 31,132 shares 31,132 $1.96M 0.6% -230 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,005 shares; 2024Q4: 13,005 shares; 2025Q1: 13,355 shares; 2025Q2: 13,713 shares; 2025Q3: 13,632 shares; 2025Q4: 13,835 shares; 2026Q1: 13,835 shares; 2026Q2: 14,237 shares 14,237 $1.95M 0.6% +402 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; 2024Q3: 2,320 shares; 2024Q4: 2,325 shares; 2025Q1: 3,414 shares; 2025Q2: 3,684 shares; 2025Q3: 3,684 shares; 2025Q4: 3,653 shares; 2026Q1: 3,698 shares; 2026Q2: 3,458 shares 3,458 $1.94M 0.6% -240 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,870 shares; 2025Q1: 10,379 shares; 2025Q2: 10,279 shares; 2025Q3: 10,333 shares; 2025Q4: 10,461 shares; 2026Q1: 11,356 shares; 2026Q2: 11,441 shares 11,441 $1.92M 0.59% +85 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 7,570 shares; 2025Q1: 7,290 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 6,751 shares; 2026Q2: 6,751 shares 6,751 $1.9M 0.59% 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; 2024Q3: 9,658 shares; 2024Q4: 9,658 shares; 2025Q1: 9,658 shares; 2025Q2: 8,918 shares; 2025Q3: 8,918 shares; 2025Q4: 8,867 shares; 2026Q1: 8,837 shares; 2026Q2: 8,837 shares 8,837 $1.85M 0.57% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 13,294 shares; 2026Q2: 13,064 shares 13,064 $1.83M 0.56% -230 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 10,781 shares; 2025Q2: 10,781 shares; 2025Q3: 10,781 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares 10,950 $1.8M 0.56% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,794 shares; 2025Q2: 1,734 shares; 2025Q3: 1,719 shares; 2025Q4: 1,730 shares; 2026Q1: 1,727 shares; 2026Q2: 1,727 shares 1,727 $1.8M 0.56% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 10,162 shares; 2025Q1: 10,162 shares; 2025Q2: 9,940 shares; 2025Q3: 9,740 shares; 2025Q4: 9,781 shares; 2026Q1: 9,726 shares; 2026Q2: 9,726 shares 9,726 $1.8M 0.56% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 8,205 shares; 2025Q1: 8,136 shares; 2025Q2: 8,110 shares; 2025Q3: 7,980 shares; 2025Q4: 7,915 shares; 2026Q1: 8,020 shares; 2026Q2: 8,020 shares 8,020 $1.77M 0.55% 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; 2024Q3: 14,940 shares; 2024Q4: 44,820 shares; 2025Q1: 46,021 shares; 2025Q2: 47,021 shares; 2025Q3: 47,846 shares; 2025Q4: 47,846 shares; 2026Q1: 47,846 shares; 2026Q2: 47,816 shares 47,816 $1.76M 0.54% -30 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,129 shares; 2024Q4: 19,154 shares; 2025Q1: 18,554 shares; 2025Q2: 10,909 shares; 2025Q3: 10,454 shares; 2025Q4: 11,299 shares; 2026Q1: 11,209 shares; 2026Q2: 10,933 shares 10,933 $1.73M 0.53% -276 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,782 shares; 2025Q3: 26,942 shares; 2025Q4: 28,645 shares; 2026Q1: 30,105 shares; 2026Q2: 30,205 shares 30,205 $1.7M 0.53% +100 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,122 shares; 2024Q4: 9,122 shares; 2025Q1: 9,690 shares; 2025Q2: 9,420 shares; 2025Q3: 9,335 shares; 2025Q4: 9,409 shares; 2026Q1: 9,384 shares; 2026Q2: 9,399 shares 9,399 $1.69M 0.52% +15 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,970 shares; 2024Q4: 15,971 shares; 2025Q1: 16,033 shares; 2025Q2: 15,409 shares; 2025Q3: 15,634 shares; 2025Q4: 15,634 shares; 2026Q1: 15,749 shares; 2026Q2: 15,769 shares 15,769 $1.64M 0.51% +20 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,720 shares 5,720 $1.64M 0.51% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,875 shares; 2024Q4: 14,850 shares; 2025Q1: 13,900 shares; 2025Q2: 13,400 shares; 2025Q3: 13,270 shares; 2025Q4: 13,470 shares; 2026Q1: 13,470 shares; 2026Q2: 13,490 shares 13,490 $1.61M 0.5% +20 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,034 shares; 2025Q4: 4,112 shares; 2026Q1: 4,157 shares; 2026Q2: 4,014 shares 4,014 $1.6M 0.49% -143 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,595 shares; 2024Q4: 17,660 shares; 2025Q1: 17,667 shares; 2025Q2: 17,667 shares; 2025Q3: 17,795 shares; 2025Q4: 17,927 shares; 2026Q1: 18,457 shares; 2026Q2: 19,292 shares 19,292 $1.49M 0.46% +835 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,645 shares; 2024Q4: 17,585 shares; 2025Q1: 18,060 shares; 2025Q2: 18,060 shares; 2025Q3: 18,080 shares; 2025Q4: 18,275 shares; 2026Q1: 18,295 shares; 2026Q2: 18,310 shares 18,310 $1.44M 0.45% +15 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,858 shares; 2025Q2: 8,858 shares; 2025Q3: 8,753 shares; 2025Q4: 8,774 shares; 2026Q1: 8,772 shares; 2026Q2: 8,632 shares 8,632 $1.43M 0.44% -140 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,551 shares; 2025Q1: 1,506 shares; 2025Q2: 1,492 shares; 2025Q3: 1,470 shares; 2025Q4: 1,449 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $1.42M 0.44% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 13,850 shares 13,850 $1.41M 0.43% +13,840 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,202 shares; 2024Q4: 16,202 shares; 2025Q1: 17,932 shares; 2025Q2: 18,833 shares; 2025Q3: 18,963 shares; 2025Q4: 19,157 shares; 2026Q1: 22,196 shares; 2026Q2: 23,138 shares 23,138 $1.38M 0.43% +942 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 1,734 shares; 2025Q2: 1,736 shares; 2025Q3: 1,914 shares; 2025Q4: 2,281 shares; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares 2,393 $1.35M 0.42% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 106 shares; 2025Q1: 4,745 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 5,001 shares; 2026Q1: 5,107 shares; 2026Q2: 5,167 shares 5,167 $1.32M 0.41% +60 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 7,875 shares; 2025Q2: 7,710 shares; 2025Q3: 7,690 shares; 2025Q4: 7,705 shares; 2026Q1: 8,193 shares; 2026Q2: 8,263 shares 8,263 $1.31M 0.4% +70 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,086 shares; 2024Q4: 11,086 shares; 2025Q1: 10,986 shares; 2025Q2: 10,815 shares; 2025Q3: 10,415 shares; 2025Q4: 10,415 shares; 2026Q1: 10,415 shares; 2026Q2: 10,415 shares 10,415 $1.27M 0.39% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,330 shares; 2024Q4: 11,330 shares; 2025Q1: 11,680 shares; 2025Q2: 7,552 shares; 2025Q3: 7,552 shares; 2025Q4: 7,932 shares; 2026Q1: 8,862 shares; 2026Q2: 9,862 shares 9,862 $1.2M 0.37% +1,000 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,031 shares 6,031 $1.17M 0.36% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 10,078 shares; 2025Q1: 10,768 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 11,508 shares; 2026Q1: 11,518 shares; 2026Q2: 11,518 shares 11,518 $1.17M 0.36% 0 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,780 shares; 2026Q2: 12,565 shares 12,565 $1.15M 0.35% -215 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 11,885 shares; 2025Q1: 11,885 shares; 2025Q2: 12,165 shares; 2025Q3: 12,125 shares; 2025Q4: 12,224 shares; 2026Q1: 12,684 shares; 2026Q2: 12,714 shares 12,714 $1.12M 0.34% +30 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,030 shares; 2024Q4: 10,830 shares; 2025Q1: 11,505 shares; 2025Q2: 11,680 shares; 2025Q3: 11,680 shares; 2025Q4: 11,680 shares; 2026Q1: 11,680 shares; 2026Q2: 11,680 shares 11,680 $1.11M 0.34% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,995 shares; 2026Q2: 14,360 shares 14,360 $1.08M 0.33% -2,635 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 37 shares; 2026Q1: 625 shares; 2026Q2: 635 shares 635 $1.08M 0.33% +10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 1,063 shares 1,063 $1.08M 0.33% -56 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,129 shares; 2025Q1: 2,250 shares; 2025Q2: 2,186 shares; 2025Q3: 2,152 shares; 2025Q4: 2,152 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $1.06M 0.33% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,417 shares; 2024Q4: 24,417 shares; 2025Q1: 26,527 shares; 2025Q2: 25,927 shares; 2025Q3: 25,927 shares; 2025Q4: 26,122 shares; 2026Q1: 26,072 shares; 2026Q2: 26,102 shares 26,102 $1.05M 0.33% +30 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,197 shares; 2025Q2: 1,214 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,434 shares; 2026Q2: 1,448 shares 1,448 $995K 0.31% +14 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,593 shares; 2024Q4: 5,593 shares; 2025Q1: 5,663 shares; 2025Q2: 5,368 shares; 2025Q3: 5,193 shares; 2025Q4: 5,161 shares; 2026Q1: 5,226 shares; 2026Q2: 5,111 shares 5,111 $974K 0.3% -115 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,665 shares; 2024Q4: 29,330 shares; 2025Q1: 29,376 shares; 2025Q2: 29,376 shares; 2025Q3: 29,376 shares; 2025Q4: 32,096 shares; 2026Q1: 34,588 shares; 2026Q2: 34,588 shares 34,588 $958K 0.3% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,260 shares; 2025Q2: 2,268 shares; 2025Q3: 2,280 shares; 2025Q4: 2,812 shares; 2026Q1: 2,777 shares; 2026Q2: 2,652 shares 2,652 $948K 0.29% -125 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,800 shares; 2024Q4: 65,800 shares; 2025Q1: 68,790 shares; 2025Q2: 68,790 shares; 2025Q3: 68,655 shares; 2025Q4: 68,355 shares; 2026Q1: 69,555 shares; 2026Q2: 70,405 shares 70,405 $941K 0.29% +850 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 6,809 shares; 2025Q1: 6,809 shares; 2025Q2: 6,309 shares; 2025Q3: 6,309 shares; 2025Q4: 6,309 shares; 2026Q1: 6,317 shares; 2026Q2: 6,317 shares 6,317 $925K 0.29% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,920 shares; 2024Q4: 5,920 shares; 2025Q1: 10,422 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,693 shares; 2026Q1: 11,301 shares; 2026Q2: 11,790 shares 11,790 $909K 0.28% +489 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,930 shares; 2024Q4: 6,930 shares; 2025Q1: 6,930 shares; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares; 2025Q4: 6,597 shares; 2026Q1: 6,597 shares; 2026Q2: 5,189 shares 5,189 $870K 0.27% -1,408 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,190 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,105 shares; 2026Q1: 2,970 shares; 2026Q2: 3,170 shares 3,170 $862K 0.27% +200 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,886 shares; 2025Q3: 2,826 shares; 2025Q4: 2,891 shares; 2026Q1: 2,691 shares; 2026Q2: 2,691 shares 2,691 $847K 0.26% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,578 shares; 2024Q4: 32,890 shares; 2025Q1: 32,890 shares; 2025Q2: 32,890 shares; 2025Q3: 32,840 shares; 2025Q4: 32,490 shares; 2026Q1: 32,790 shares; 2026Q2: 26,775 shares 26,775 $846K 0.26% -6,015 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,423 shares; 2024Q4: 5,423 shares; 2025Q1: 5,423 shares; 2025Q2: 5,423 shares; 2025Q3: 5,423 shares; 2025Q4: 5,598 shares; 2026Q1: 5,598 shares; 2026Q2: 5,423 shares 5,423 $822K 0.25% -175 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,080 shares; 2024Q4: 24,160 shares; 2025Q1: 22,960 shares; 2025Q2: 22,960 shares; 2025Q3: 22,960 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares; 2026Q2: 22,660 shares 22,660 $819K 0.25% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 11,545 shares; 2025Q4: 12,144 shares; 2026Q1: 13,509 shares; 2026Q2: 14,996 shares 14,996 $799K 0.25% +1,487 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 8,049 shares; 2025Q2: 7,799 shares; 2025Q3: 7,799 shares; 2025Q4: 7,947 shares; 2026Q1: 7,897 shares; 2026Q2: 6,260 shares 6,260 $789K 0.24% -1,637 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,908 shares; 2025Q3: 29,908 shares; 2025Q4: 30,459 shares; 2026Q1: 30,379 shares; 2026Q2: 31,979 shares 31,979 $770K 0.24% +1,600 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,060 shares; 2025Q2: 12,240 shares; 2025Q3: 12,225 shares; 2025Q4: 12,418 shares; 2026Q1: 13,208 shares; 2026Q2: 13,263 shares 13,263 $768K 0.24% +55 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,210 shares; 2024Q4: 15,665 shares; 2025Q1: 15,845 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,083 shares; 2026Q1: 14,433 shares; 2026Q2: 11,510 shares 11,510 $737K 0.23% -2,923 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,493 shares; 2024Q4: 17,494 shares; 2025Q1: 16,668 shares; 2025Q2: 14,646 shares; 2025Q3: 13,897 shares; 2025Q4: 14,197 shares; 2026Q1: 14,591 shares; 2026Q2: 11,799 shares 11,799 $666K 0.21% -2,792 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 3,756 shares; 2025Q1: 3,926 shares; 2025Q2: 4,001 shares; 2025Q3: 4,007 shares; 2025Q4: 4,046 shares; 2026Q1: 4,522 shares; 2026Q2: 3,898 shares 3,898 $643K 0.2% -624 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares; 2026Q1: 4,355 shares; 2026Q2: 4,330 shares 4,330 $596K 0.18% -25 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,714 shares; 2025Q1: 4,701 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares; 2026Q2: 4,036 shares 4,036 $592K 0.18% -394 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,277 shares; 2024Q4: 15,277 shares; 2025Q1: 15,265 shares; 2025Q2: 15,265 shares; 2025Q3: 15,265 shares; 2025Q4: 15,265 shares; 2026Q1: 15,265 shares; 2026Q2: 15,265 shares 15,265 $581K 0.18% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 759 shares; 2025Q2: 747 shares; 2025Q3: 745 shares; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 770 shares 770 $575K 0.18% +46 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,102 shares; 2025Q2: 1,098 shares; 2025Q3: 1,105 shares; 2025Q4: 5,645 shares; 2026Q1: 5,525 shares; 2026Q2: 5,530 shares 5,530 $549K 0.17% +5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,555 shares; 2024Q4: 11,555 shares; 2025Q1: 12,008 shares; 2025Q2: 12,008 shares; 2025Q3: 11,883 shares; 2025Q4: 11,769 shares; 2026Q1: 11,769 shares; 2026Q2: 9,178 shares 9,178 $531K 0.16% -2,591 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,229 shares; 2024Q4: 6,229 shares; 2025Q1: 6,229 shares; 2025Q2: 6,229 shares; 2025Q3: 6,229 shares; 2025Q4: 6,417 shares; 2026Q1: 6,417 shares; 2026Q2: 6,270 shares 6,270 $518K 0.16% -147 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 190 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $498K 0.15% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5,829 shares; 2025Q1: 5,353 shares; 2025Q2: 5,353 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 5,048 shares; 2026Q2: 4,728 shares 4,728 $492K 0.15% -320 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $469K 0.14% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,868 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,726 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,678 shares; 2026Q2: 2,702 shares 2,702 $455K 0.14% -976 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,757 shares; 2026Q2: 9,757 shares 9,757 $444K 0.14% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 2,159 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 1,995 shares 1,995 $441K 0.14% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,655 shares; 2024Q4: 10,656 shares; 2025Q1: 10,256 shares; 2025Q2: 8,657 shares; 2025Q3: 8,382 shares; 2025Q4: 8,382 shares; 2026Q1: 8,382 shares; 2026Q2: 8,317 shares 8,317 $436K 0.13% -65 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 1,872 shares; 2025Q2: 1,871 shares; 2025Q3: 1,821 shares; 2025Q4: 1,852 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $427K 0.13% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,023 shares; 2024Q4: 14,023 shares; 2025Q1: 14,023 shares; 2025Q2: 14,023 shares; 2025Q3: 14,023 shares; 2025Q4: 14,162 shares; 2026Q1: 14,162 shares; 2026Q2: 9,696 shares 9,696 $414K 0.13% -4,466 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 3,000 shares 3,000 $373K 0.12% +2,250 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 4,697 shares; 2025Q4: 4,439 shares; 2026Q1: 4,237 shares; 2026Q2: 4,237 shares 4,237 $367K 0.11% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,585 shares; 2025Q4: 6,585 shares; 2026Q1: 6,585 shares; 2026Q2: 6,585 shares 6,585 $332K 0.1% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares; 2025Q4: 6,664 shares; 2026Q1: 6,664 shares; 2026Q2: 6,664 shares 6,664 $323K 0.1% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 2,159 shares; 2026Q2: 4,159 shares 4,159 $314K 0.1% +2,000 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 3,888 shares 3,888 $313K 0.1% +2,916 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,272 shares; 2025Q2: 8,257 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares; 2026Q1: 8,142 shares; 2026Q2: 8,142 shares 8,142 $311K 0.1% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,333 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 4,331 shares; 2026Q1: 4,243 shares; 2026Q2: 4,243 shares 4,243 $311K 0.1% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 16,300 shares; 2025Q4: 16,900 shares; 2026Q1: 16,900 shares; 2026Q2: 16,900 shares 16,900 $303K 0.09% 0 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,411 shares; 2024Q4: 8,411 shares; 2025Q1: 8,411 shares; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 8,411 shares; 2026Q1: 8,411 shares; 2026Q2: 8,276 shares 8,276 $298K 0.09% -135 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 610 shares; 2026Q1: 590 shares; 2026Q2: 565 shares 565 $290K 0.09% -25 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,425 shares; 2026Q2: 1,440 shares 1,440 $285K 0.09% +15 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,001 shares; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,373 shares; 2026Q1: 2,329 shares; 2026Q2: 2,306 shares 2,306 $282K 0.09% -23 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 164 shares; 2025Q1: 229 shares; 2025Q2: 227 shares; 2025Q3: 237 shares; 2025Q4: 226 shares; 2026Q1: 311 shares; 2026Q2: 380 shares 380 $280K 0.09% +69 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,871 shares 1,871 $277K 0.09% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 720 shares; 2025Q2: 616 shares; 2025Q3: 622 shares; 2025Q4: 522 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $274K 0.08% 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; 2024Q3: 1,522 shares; 2024Q4: 1,727 shares; 2025Q1: 1,907 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 2,047 shares; 2026Q1: 2,162 shares; 2026Q2: 2,266 shares 2,266 $266K 0.08% +104 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,874 shares; 2026Q1: 2,793 shares; 2026Q2: 2,793 shares 2,793 $253K 0.08% 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; 2024Q3: 2,685 shares; 2024Q4: 8,057 shares; 2025Q1: 8,058 shares; 2025Q2: 8,254 shares; 2025Q3: 8,429 shares; 2025Q4: 8,429 shares; 2026Q1: 8,429 shares; 2026Q2: 8,429 shares 8,429 $248K 0.08% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,731 shares; 2025Q4: 1,765 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $239K 0.07% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 280 shares; 2025Q4: 310 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $239K 0.07% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 5,912 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares; 2026Q2: 2,547 shares 2,547 $238K 0.07% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,133 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $225K 0.07% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $222K 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,341 shares; 2025Q4: 6,341 shares; 2026Q1: 6,341 shares; 2026Q2: 6,341 shares 6,341 $221K 0.07% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,158 shares; 2025Q2: 1,098 shares; 2025Q3: 1,326 shares; 2025Q4: 1,098 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $221K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 695 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $216K 0.07% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $201K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,300 shares; 2026Q1: 2,095 shares; 2026Q2: 2,095 shares 2,095 $201K 0.06% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 941 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 910 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $190K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 265 shares; 2025Q3: 268 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 2,660 shares 2,660 $190K 0.06% -510 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $185K 0.06% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,918 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $184K 0.06% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $184K 0.06% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $175K 0.05% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares; 2026Q1: 5,210 shares; 2026Q2: 5,210 shares 5,210 $173K 0.05% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $173K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 728 shares 728 $165K 0.05% -1 Timeline VOOV 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; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 750 shares 750 $164K 0.05% -7 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 1,884 shares 1,884 $162K 0.05% +1,570 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,190 shares; 2024Q4: 18,190 shares; 2025Q1: 18,115 shares; 2025Q2: 2,390 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $161K 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 240 shares; 2026Q2: 340 shares 340 $153K 0.05% +100 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $151K 0.05% 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; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 56 shares; 2025Q2: 63 shares; 2025Q3: 541 shares; 2025Q4: 521 shares; 2026Q1: 662 shares; 2026Q2: 671 shares 671 $146K 0.05% +9 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,900 shares 26,900 $140K 0.04% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $136K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,364 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $135K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,571 shares; 2025Q2: 1,451 shares; 2025Q3: 1,284 shares; 2025Q4: 1,359 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $132K 0.04% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,588 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,588 shares; 2026Q2: 2,588 shares 2,588 $130K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $130K 0.04% 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; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 523 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $119K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 70 shares; 2025Q3: 97 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $114K 0.04% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $111K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $105K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 376 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 406 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $104K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 528 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 705 shares 705 $103K 0.03% +3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 233 shares 233 $101K 0.03% +113 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares 2,460 $99.7K 0.03% 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; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $97.1K 0.03% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $91K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $88.6K 0.03% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $86.1K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $79.6K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 850 shares 850 $79.3K 0.02% +150 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $78.3K 0.02% 0 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $75.9K 0.02% 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; 2024Q3: 102 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 102 shares 102 $73.7K 0.02% -63 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,127 shares; 2025Q1: 1,090 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $71.9K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $69.8K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares; 2026Q2: 1,199 shares 1,199 $64.4K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $61.4K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $58.2K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 545 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $57.9K 0.02% 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; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $55.5K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $54.7K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 2,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $54.6K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 400 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $54.4K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $53.6K 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $52.9K 0.02% 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; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 111 shares; 2025Q2: 264 shares; 2025Q3: 267 shares; 2025Q4: 345 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $52.6K 0.02% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $52.1K 0.02% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $49K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $48K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $47.6K 0.01% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $47.4K 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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $46.5K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $45.8K 0.01% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares 1,298 $43.8K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 230 shares 230 $42.6K 0.01% -20 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 350 shares 350 $42.5K 0.01% -119 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $42.1K 0.01% 0 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; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $40.8K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $40.4K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 130 shares 130 $39.2K 0.01% +117 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,489 shares; 2025Q1: 7,489 shares; 2025Q2: 7,489 shares; 2025Q3: 7,489 shares; 2025Q4: 7,489 shares; 2026Q1: 7,489 shares; 2026Q2: 7,489 shares 7,489 $38K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $35.4K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $34.7K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 1,311 shares; 2025Q1: 1,646 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $33.7K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $33.5K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 837 shares; 2025Q2: 898 shares; 2025Q3: 1,693 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,368 shares 1,368 $33.1K 0.01% -50 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $32.9K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 135 shares 135 $32.1K 0.01% -45 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 133 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.3K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 111 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 134 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $31.1K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30.6K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $30.6K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $30.4K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $30.1K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $30K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $29.2K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 66 shares 66 $28.9K 0.01% +15 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 22,145 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 805 shares 805 $28.5K 0.01% +50 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $28.3K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $25.9K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,060 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $25.9K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $25.7K 0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $25K 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; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 297 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $24.7K 0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,630 shares 1,630 $24.5K 0.01% new 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; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 286 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $23.9K 0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $22.2K 0.01% 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; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $21.6K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $21.1K 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; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 145 shares; 2025Q4: 453 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $21K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $20.9K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 872 shares; 2026Q1: 872 shares; 2026Q2: 1,000 shares 1,000 $20.7K 0.01% +128 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20.5K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 82 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $20.3K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $20.2K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 244 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $19.5K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 711 shares; 2025Q4: 1,300 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $19.5K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 205 shares; 2025Q1: 266 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 218 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $19.3K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $18.5K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $18.5K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $18.5K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $16.7K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $16.7K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $16.6K 0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 1,300 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $16.5K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $16K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: not reported; 2026Q2: 60 shares 60 $15.7K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $15.6K <0.01% 0 Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $15.1K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 27 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 200 shares; 2026Q2: 215 shares 215 $14.9K <0.01% +15 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; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $13.7K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $13.2K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $12.3K <0.01% 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; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 35 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11.3K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $10.8K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $10.3K <0.01% 0 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,000 shares 1,000 $10.2K <0.01% -125 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 100 shares 100 $9.6K <0.01% -7 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $9.51K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $8.87K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 161 shares; 2025Q3: 181 shares; 2025Q4: 511 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $8.26K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $7.55K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $7.17K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 17 shares; 2025Q4: 64 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $6.65K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 26 shares 26 $6.54K <0.01% -130 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $6.43K <0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $6.06K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $5.87K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $5.81K <0.01% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $5.57K <0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.32K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $5.12K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $4.93K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 170 shares; 2026Q2: 20 shares 20 $4.91K <0.01% -150 Timeline AOUT AMERICAN OUTDOOR BRANDS INC More: the full row for AMERICAN OUTDOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $4.78K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $4.33K <0.01% 0 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; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.96K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $3.9K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $3.83K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 36 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.62K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $3.49K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.27K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $3.06K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 299 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $3.05K <0.01% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.93K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $2.65K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $2.55K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.55K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.25K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $2.18K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 39 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $1.79K <0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.68K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $1.51K <0.01% 0 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $1.47K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.46K <0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,065 shares; 2024Q4: 24,235 shares; 2025Q1: 23,620 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1.22K <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 4,611 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 9 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $948 <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $922 <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $725 <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $604 <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $301 <0.01% 0 Timeline