CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,427 shares; 2025Q1: 223,863 shares; 2025Q2: 220,201 shares; 2025Q3: 241,069 shares; 2025Q4: 308,377 shares; 2026Q1: 368,478 shares; 2026Q2: 523,933 shares; 2026Q3: 605,349 shares 605,349 $12.8M 4.31% +81,416 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,102 shares; 2025Q1: 33,459 shares; 2025Q2: 32,973 shares; 2025Q3: 33,092 shares; 2025Q4: 31,128 shares; 2026Q1: 31,102 shares; 2026Q2: 29,783 shares; 2026Q3: 29,876 shares 29,876 $9.95M 3.35% +93 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,815 shares; 2025Q1: 173,060 shares; 2025Q2: 168,654 shares; 2025Q3: 185,030 shares; 2025Q4: 235,176 shares; 2026Q1: 257,275 shares; 2026Q2: 329,266 shares; 2026Q3: 359,008 shares 359,008 $9.06M 3.05% +29,742 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,513 shares; 2025Q1: 130,211 shares; 2025Q2: 129,821 shares; 2025Q3: 135,499 shares; 2025Q4: 137,199 shares; 2026Q1: 138,998 shares; 2026Q2: 142,701 shares; 2026Q3: 150,897 shares 150,897 $7.6M 2.56% +8,196 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,919 shares; 2025Q1: 14,089 shares; 2025Q2: 13,942 shares; 2025Q3: 14,132 shares; 2025Q4: 12,697 shares; 2026Q1: 13,311 shares; 2026Q2: 13,317 shares; 2026Q3: 14,434 shares 14,434 $7.4M 2.49% +1,117 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,407 shares; 2025Q1: 119,364 shares; 2025Q2: 120,179 shares; 2025Q3: 123,476 shares; 2025Q4: 122,103 shares; 2026Q1: 130,786 shares; 2026Q2: 131,187 shares; 2026Q3: 146,944 shares 146,944 $7.18M 2.41% +15,757 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,753 shares; 2025Q1: 20,885 shares; 2025Q2: 20,569 shares; 2025Q3: 20,819 shares; 2025Q4: 19,476 shares; 2026Q1: 19,450 shares; 2026Q2: 18,864 shares; 2026Q3: 18,838 shares 18,838 $6.42M 2.16% -26 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,213 shares; 2025Q1: 23,607 shares; 2025Q2: 24,463 shares; 2025Q3: 24,731 shares; 2025Q4: 25,359 shares; 2026Q1: 25,345 shares; 2026Q2: 25,488 shares; 2026Q3: 25,687 shares 25,687 $5.87M 1.97% +199 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,253 shares; 2025Q1: 13,201 shares; 2025Q2: 13,304 shares; 2025Q3: 13,620 shares; 2025Q4: 13,393 shares; 2026Q1: 13,449 shares; 2026Q2: 13,415 shares; 2026Q3: 13,336 shares 13,336 $5.62M 1.89% -79 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,178 shares; 2025Q1: 65,556 shares; 2025Q2: 64,506 shares; 2025Q3: 66,975 shares; 2025Q4: 66,318 shares; 2026Q1: 69,171 shares; 2026Q2: 72,736 shares; 2026Q3: 76,443 shares 76,443 $5.1M 1.72% +3,707 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,940 shares; 2025Q1: 107,088 shares; 2025Q2: 111,116 shares; 2025Q3: 116,912 shares; 2025Q4: 123,114 shares; 2026Q1: 141,796 shares; 2026Q2: 137,305 shares; 2026Q3: 144,400 shares 144,400 $4.95M 1.67% +7,095 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,328 shares; 2025Q1: 31,656 shares; 2025Q2: 31,925 shares; 2025Q3: 30,466 shares; 2025Q4: 32,162 shares; 2026Q1: 32,502 shares; 2026Q2: 32,793 shares; 2026Q3: 32,580 shares 32,580 $4.73M 1.59% -213 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,354 shares; 2025Q1: 17,678 shares; 2025Q2: 14,881 shares; 2025Q3: 14,965 shares; 2025Q4: 14,261 shares; 2026Q1: 14,193 shares; 2026Q2: 13,295 shares; 2026Q3: 13,247 shares 13,247 $4.38M 1.47% -48 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; 2024Q4: 57,409 shares; 2025Q1: 57,067 shares; 2025Q2: 57,071 shares; 2025Q3: 58,582 shares; 2025Q4: 57,589 shares; 2026Q1: 59,376 shares; 2026Q2: 58,956 shares; 2026Q3: 61,962 shares 61,962 $4.38M 1.47% +3,006 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; 2024Q4: 24,544 shares; 2025Q1: 24,649 shares; 2025Q2: 24,546 shares; 2025Q3: 24,260 shares; 2025Q4: 22,205 shares; 2026Q1: 22,041 shares; 2026Q2: 21,452 shares; 2026Q3: 20,117 shares 20,117 $4.35M 1.46% -1,335 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,373 shares; 2025Q1: 47,497 shares; 2025Q2: 47,447 shares; 2025Q3: 48,995 shares; 2025Q4: 47,962 shares; 2026Q1: 50,004 shares; 2026Q2: 45,296 shares; 2026Q3: 50,468 shares 50,468 $4.19M 1.41% +5,172 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,602 shares; 2025Q1: 10,625 shares; 2025Q2: 10,660 shares; 2025Q3: 10,635 shares; 2025Q4: 10,636 shares; 2026Q1: 10,605 shares; 2026Q2: 10,438 shares; 2026Q3: 11,118 shares 11,118 $4.16M 1.4% +680 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,934 shares; 2025Q1: 75,342 shares; 2025Q2: 75,951 shares; 2025Q3: 82,259 shares; 2025Q4: 99,878 shares; 2026Q1: 109,576 shares; 2026Q2: 139,378 shares; 2026Q3: 157,426 shares 157,426 $4.13M 1.39% +18,048 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,181 shares; 2025Q1: 35,491 shares; 2025Q2: 34,465 shares; 2025Q3: 34,508 shares; 2025Q4: 35,121 shares; 2026Q1: 35,298 shares; 2026Q2: 35,160 shares; 2026Q3: 35,603 shares 35,603 $3.83M 1.29% +443 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; 2024Q4: 41,516 shares; 2025Q1: 41,924 shares; 2025Q2: 40,634 shares; 2025Q3: 42,540 shares; 2025Q4: 42,834 shares; 2026Q1: 44,892 shares; 2026Q2: 45,113 shares; 2026Q3: 49,691 shares 49,691 $3.8M 1.28% +4,578 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,021 shares; 2025Q1: 10,451 shares; 2025Q2: 12,785 shares; 2025Q3: 13,139 shares; 2025Q4: 13,164 shares; 2026Q1: 13,364 shares; 2026Q2: 13,759 shares; 2026Q3: 14,491 shares 14,491 $3.61M 1.21% +732 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,796 shares; 2025Q1: 60,097 shares; 2025Q2: 110,178 shares; 2025Q3: 111,442 shares; 2025Q4: 117,470 shares; 2026Q1: 116,492 shares; 2026Q2: 116,490 shares; 2026Q3: 114,382 shares 114,382 $3.56M 1.2% -2,108 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,960 shares; 2025Q1: 82,799 shares; 2025Q2: 82,994 shares; 2025Q3: 83,530 shares; 2025Q4: 84,002 shares; 2026Q1: 84,129 shares; 2026Q2: 83,996 shares; 2026Q3: 84,077 shares 84,077 $3.31M 1.11% +81 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,145 shares; 2025Q1: 60,367 shares; 2025Q2: 60,558 shares; 2025Q3: 62,107 shares; 2025Q4: 60,787 shares; 2026Q1: 63,813 shares; 2026Q2: 65,479 shares; 2026Q3: 73,235 shares 73,235 $3.26M 1.1% +7,756 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,054 shares; 2025Q1: 74,915 shares; 2025Q2: 76,166 shares; 2025Q3: 76,101 shares; 2025Q4: 75,563 shares; 2026Q1: 75,283 shares; 2026Q2: 78,468 shares; 2026Q3: 77,935 shares 77,935 $3.24M 1.09% -533 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,959 shares; 2025Q1: 7,756 shares; 2025Q2: 6,477 shares; 2025Q3: 6,373 shares; 2025Q4: 6,035 shares; 2026Q1: 5,933 shares; 2026Q2: 5,892 shares; 2026Q3: 5,902 shares 5,902 $2.94M 0.99% +10 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,518 shares; 2025Q1: 68,791 shares; 2025Q2: 69,436 shares; 2025Q3: 69,699 shares; 2025Q4: 70,122 shares; 2026Q1: 70,323 shares; 2026Q2: 71,080 shares; 2026Q3: 70,658 shares 70,658 $2.93M 0.98% -422 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; 2024Q4: 50,550 shares; 2025Q1: 49,970 shares; 2025Q2: 47,977 shares; 2025Q3: 51,579 shares; 2025Q4: 51,412 shares; 2026Q1: 54,068 shares; 2026Q2: 54,468 shares; 2026Q3: 58,265 shares 58,265 $2.87M 0.96% +3,797 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,890 shares; 2025Q1: 124,510 shares; 2025Q2: 124,663 shares; 2025Q3: 124,651 shares; 2025Q4: 123,787 shares; 2026Q1: 123,181 shares; 2026Q2: 121,497 shares; 2026Q3: 120,655 shares 120,655 $2.7M 0.91% -842 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,247 shares; 2025Q1: 45,660 shares; 2025Q2: 45,487 shares; 2025Q3: 46,878 shares; 2025Q4: 45,164 shares; 2026Q1: 46,227 shares; 2026Q2: 44,790 shares; 2026Q3: 47,908 shares 47,908 $2.68M 0.9% +3,118 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,335 shares; 2025Q1: 15,788 shares; 2025Q2: 30,803 shares; 2025Q3: 15,555 shares; 2025Q4: 15,397 shares; 2026Q1: 15,408 shares; 2026Q2: 15,262 shares; 2026Q3: 13,224 shares 13,224 $2.65M 0.89% -2,038 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,697 shares; 2025Q1: 8,716 shares; 2025Q2: 8,554 shares; 2025Q3: 8,828 shares; 2025Q4: 8,469 shares; 2026Q1: 8,274 shares; 2026Q2: 7,570 shares; 2026Q3: 7,701 shares 7,701 $2.65M 0.89% +131 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,684 shares; 2025Q1: 11,565 shares; 2025Q2: 9,428 shares; 2025Q3: 9,465 shares; 2025Q4: 9,196 shares; 2026Q1: 8,888 shares; 2026Q2: 8,743 shares; 2026Q3: 8,566 shares 8,566 $2.61M 0.88% -177 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,426 shares; 2025Q1: 3,428 shares; 2025Q2: 3,482 shares; 2025Q3: 3,537 shares; 2025Q4: 3,571 shares; 2026Q1: 3,552 shares; 2026Q2: 3,534 shares; 2026Q3: 3,584 shares 3,584 $2.6M 0.87% +50 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,876 shares; 2025Q1: 6,693 shares; 2025Q2: 6,591 shares; 2025Q3: 6,704 shares; 2025Q4: 6,464 shares; 2026Q1: 6,809 shares; 2026Q2: 6,779 shares; 2026Q3: 7,400 shares 7,400 $2.35M 0.79% +621 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,615 shares; 2025Q1: 87,498 shares; 2025Q2: 87,073 shares; 2025Q3: 88,435 shares; 2025Q4: 90,615 shares; 2026Q1: 91,110 shares; 2026Q2: 83,217 shares; 2026Q3: 93,309 shares 93,309 $2.33M 0.78% +10,092 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,963 shares; 2025Q1: 11,056 shares; 2025Q2: 11,257 shares; 2025Q3: 11,509 shares; 2025Q4: 10,953 shares; 2026Q1: 11,012 shares; 2026Q2: 10,420 shares; 2026Q3: 10,898 shares 10,898 $2.23M 0.75% +478 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,621 shares; 2025Q1: 9,944 shares; 2025Q2: 12,291 shares; 2025Q3: 10,423 shares; 2025Q4: 12,848 shares; 2026Q1: 13,042 shares; 2026Q2: 13,616 shares; 2026Q3: 13,548 shares 13,548 $2.12M 0.71% -68 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,183 shares; 2025Q1: 49,158 shares; 2025Q2: 48,855 shares; 2025Q3: 50,573 shares; 2025Q4: 49,251 shares; 2026Q1: 50,748 shares; 2026Q2: 49,743 shares; 2026Q3: 52,730 shares 52,730 $2.09M 0.7% +2,987 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; 2024Q4: 17,926 shares; 2025Q1: 15,361 shares; 2025Q2: 15,181 shares; 2025Q3: 14,941 shares; 2025Q4: 14,965 shares; 2026Q1: 14,830 shares; 2026Q2: 14,925 shares; 2026Q3: 14,814 shares 14,814 $2.02M 0.68% -111 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,672 shares; 2025Q1: 58,437 shares; 2025Q2: 84,008 shares; 2025Q3: 49,893 shares; 2025Q4: 42,283 shares; 2026Q1: 40,177 shares; 2026Q2: 37,896 shares; 2026Q3: 37,149 shares 37,149 $2.02M 0.68% -747 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,676 shares; 2026Q2: 1,669 shares; 2026Q3: 1,815 shares 1,815 $1.93M 0.65% +146 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,527 shares; 2025Q1: 22,611 shares; 2025Q2: 21,848 shares; 2025Q3: 22,325 shares; 2025Q4: 21,778 shares; 2026Q1: 22,442 shares; 2026Q2: 22,499 shares; 2026Q3: 23,655 shares 23,655 $1.93M 0.65% +1,156 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,104 shares; 2025Q1: 6,122 shares; 2025Q2: 5,884 shares; 2025Q3: 5,904 shares; 2025Q4: 5,528 shares; 2026Q1: 5,521 shares; 2026Q2: 5,375 shares; 2026Q3: 5,303 shares 5,303 $1.91M 0.64% -72 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,771 shares; 2025Q1: 866 shares; 2025Q2: 901 shares; 2025Q3: 1,627 shares; 2025Q4: 1,053 shares; 2026Q1: 935 shares; 2026Q2: 1,441 shares; 2026Q3: 2,456 shares 2,456 $1.87M 0.63% +1,015 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,828 shares 27,828 $1.85M 0.62% new COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,557 shares; 2025Q1: 13,742 shares; 2025Q2: 13,501 shares; 2025Q3: 13,414 shares; 2025Q4: 13,681 shares; 2026Q1: 13,976 shares; 2026Q2: 14,546 shares; 2026Q3: 14,559 shares 14,559 $1.82M 0.61% +13 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,777 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares; 2025Q3: 4,808 shares; 2025Q4: 4,834 shares; 2026Q1: 4,848 shares; 2026Q2: 4,862 shares; 2026Q3: 4,874 shares 4,874 $1.71M 0.58% +12 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,610 shares; 2025Q1: 42,425 shares; 2025Q2: 40,372 shares; 2025Q3: 37,905 shares; 2025Q4: 35,729 shares; 2026Q1: 35,079 shares; 2026Q2: 31,362 shares; 2026Q3: 30,799 shares 30,799 $1.7M 0.57% -563 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 262 shares; 2025Q4: 261 shares; 2026Q1: 257 shares; 2026Q2: 248 shares; 2026Q3: 275 shares 275 $1.69M 0.57% +27 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,135 shares; 2025Q3: 7,219 shares; 2025Q4: 7,906 shares; 2026Q1: 8,202 shares; 2026Q2: 9,180 shares; 2026Q3: 9,123 shares 9,123 $1.68M 0.56% -57 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,172 shares; 2025Q1: 2,638 shares; 2025Q2: 2,349 shares; 2025Q3: 2,209 shares; 2025Q4: 2,348 shares; 2026Q1: 3,054 shares; 2026Q2: 2,747 shares; 2026Q3: 2,692 shares 2,692 $1.65M 0.55% -55 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,889 shares; 2025Q1: 12,850 shares; 2025Q2: 13,121 shares; 2025Q3: 13,252 shares; 2025Q4: 13,528 shares; 2026Q1: 13,899 shares; 2026Q2: 13,914 shares; 2026Q3: 14,369 shares 14,369 $1.61M 0.54% +455 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,319 shares; 2025Q2: 24,725 shares; 2025Q3: 25,676 shares; 2025Q4: 24,960 shares; 2026Q1: 26,245 shares; 2026Q2: 27,670 shares; 2026Q3: 29,401 shares 29,401 $1.57M 0.53% +1,731 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,357 shares; 2025Q1: 17,180 shares; 2025Q2: 17,224 shares; 2025Q3: 17,227 shares; 2025Q4: 17,482 shares; 2026Q1: 17,346 shares; 2026Q2: 15,948 shares; 2026Q3: 19,185 shares 19,185 $1.57M 0.53% +3,237 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,254 shares; 2025Q1: 6,417 shares; 2025Q2: 6,080 shares; 2025Q3: 6,079 shares; 2025Q4: 5,984 shares; 2026Q1: 5,981 shares; 2026Q2: 5,732 shares; 2026Q3: 5,736 shares 5,736 $1.52M 0.51% +4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,628 shares; 2025Q1: 3,727 shares; 2025Q2: 3,771 shares; 2025Q3: 3,917 shares; 2025Q4: 3,750 shares; 2026Q1: 3,710 shares; 2026Q2: 3,231 shares; 2026Q3: 3,312 shares 3,312 $1.51M 0.51% +81 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,292 shares; 2025Q1: 14,884 shares; 2025Q2: 15,524 shares; 2025Q3: 14,691 shares; 2025Q4: 14,620 shares; 2026Q1: 14,412 shares; 2026Q2: 12,345 shares; 2026Q3: 12,313 shares 12,313 $1.48M 0.5% -32 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,923 shares; 2025Q1: 25,235 shares; 2025Q2: 26,214 shares; 2025Q3: 27,000 shares; 2025Q4: 26,585 shares; 2026Q1: 27,567 shares; 2026Q2: 28,011 shares; 2026Q3: 30,704 shares 30,704 $1.46M 0.49% +2,693 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,641 shares; 2025Q1: 1,654 shares; 2025Q2: 1,578 shares; 2025Q3: 1,640 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares; 2026Q2: 1,477 shares; 2026Q3: 1,491 shares 1,491 $1.36M 0.46% +14 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,281 shares; 2026Q3: 8,327 shares 8,327 $1.36M 0.46% +46 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,003 shares; 2025Q1: 8,391 shares; 2025Q2: 8,333 shares; 2025Q3: 8,071 shares; 2025Q4: 8,350 shares; 2026Q1: 7,980 shares; 2026Q2: 11,025 shares; 2026Q3: 12,946 shares 12,946 $1.3M 0.44% +1,921 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,722 shares; 2025Q1: 21,999 shares; 2025Q2: 21,911 shares; 2025Q3: 20,450 shares; 2025Q4: 19,289 shares; 2026Q1: 19,065 shares; 2026Q2: 14,488 shares; 2026Q3: 12,264 shares 12,264 $1.3M 0.44% -2,224 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; 2024Q4: 15,765 shares; 2025Q1: 12,779 shares; 2025Q2: 12,221 shares; 2025Q3: 12,221 shares; 2025Q4: 21,151 shares; 2026Q1: 22,812 shares; 2026Q2: 25,817 shares; 2026Q3: 25,708 shares 25,708 $1.3M 0.44% -109 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 1,266 shares; 2025Q4: 1,937 shares; 2026Q1: 3,192 shares; 2026Q2: 3,309 shares; 2026Q3: 3,406 shares 3,406 $1.2M 0.4% +97 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,648 shares; 2025Q1: 11,687 shares; 2025Q2: 11,723 shares; 2025Q3: 11,757 shares; 2025Q4: 11,791 shares; 2026Q1: 11,830 shares; 2026Q2: 11,871 shares; 2026Q3: 12,215 shares 12,215 $1.19M 0.4% +344 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,853 shares; 2025Q1: 8,950 shares; 2025Q2: 8,138 shares; 2025Q3: 8,349 shares; 2025Q4: 7,912 shares; 2026Q1: 7,569 shares; 2026Q2: 6,257 shares; 2026Q3: 6,382 shares 6,382 $1.19M 0.4% +125 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 2,395 shares; 2025Q4: 2,767 shares; 2026Q1: 2,617 shares; 2026Q2: 3,212 shares; 2026Q3: 3,250 shares 3,250 $1.19M 0.4% +38 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,295 shares; 2025Q1: 3,336 shares; 2025Q2: 3,300 shares; 2025Q3: 3,342 shares; 2025Q4: 3,314 shares; 2026Q1: 3,074 shares; 2026Q2: 3,052 shares; 2026Q3: 3,052 shares 3,052 $1.16M 0.39% 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; 2024Q4: not reported; 2025Q1: 16,542 shares; 2025Q2: 15,176 shares; 2025Q3: 15,765 shares; 2025Q4: 15,218 shares; 2026Q1: 16,050 shares; 2026Q2: 16,315 shares; 2026Q3: 18,089 shares 18,089 $1.14M 0.38% +1,774 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; 2024Q4: 5,049 shares; 2025Q1: 4,341 shares; 2025Q2: 4,298 shares; 2025Q3: 4,311 shares; 2025Q4: 4,288 shares; 2026Q1: 4,289 shares; 2026Q2: 3,867 shares; 2026Q3: 3,998 shares 3,998 $1.14M 0.38% +131 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,157 shares; 2025Q1: 20,382 shares; 2025Q2: 22,732 shares; 2025Q3: 23,992 shares; 2025Q4: 25,218 shares; 2026Q1: 31,385 shares; 2026Q2: 28,656 shares; 2026Q3: 28,379 shares 28,379 $1.13M 0.38% -277 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,100 shares; 2025Q1: 13,177 shares; 2025Q2: 13,121 shares; 2025Q3: 13,113 shares; 2025Q4: 48,647 shares; 2026Q1: 53,463 shares; 2026Q2: 44,077 shares; 2026Q3: 43,912 shares 43,912 $1.11M 0.38% -165 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 4,182 shares; 2025Q3: 4,144 shares; 2025Q4: 4,022 shares; 2026Q1: 3,911 shares; 2026Q2: 3,358 shares; 2026Q3: 3,383 shares 3,383 $1.11M 0.37% +25 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,563 shares; 2025Q1: 7,875 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 10,098 shares; 2026Q1: 10,865 shares; 2026Q2: 13,364 shares; 2026Q3: 14,652 shares 14,652 $1.1M 0.37% +1,288 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,706 shares; 2025Q1: 10,166 shares; 2025Q2: 12,514 shares; 2025Q3: 14,245 shares; 2025Q4: 20,675 shares; 2026Q1: 35,271 shares; 2026Q2: 28,494 shares; 2026Q3: 28,011 shares 28,011 $1.02M 0.34% -483 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,470 shares; 2025Q1: 13,049 shares; 2025Q2: 13,503 shares; 2025Q3: 13,550 shares; 2025Q4: 13,826 shares; 2026Q1: 13,652 shares; 2026Q2: 9,121 shares; 2026Q3: 5,515 shares 5,515 $1.01M 0.34% -3,606 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 920 shares; 2026Q1: 1,058 shares; 2026Q2: 973 shares; 2026Q3: 3,723 shares 3,723 $986K 0.33% +2,750 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,655 shares; 2025Q1: 4,684 shares; 2025Q2: 4,872 shares; 2025Q3: 4,893 shares; 2025Q4: 4,670 shares; 2026Q1: 4,647 shares; 2026Q2: 3,763 shares; 2026Q3: 3,702 shares 3,702 $978K 0.33% -61 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,470 shares; 2025Q1: 13,656 shares; 2025Q2: 17,645 shares; 2025Q3: 15,579 shares; 2025Q4: 18,435 shares; 2026Q1: 18,594 shares; 2026Q2: 18,192 shares; 2026Q3: 18,222 shares 18,222 $963K 0.32% +30 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,222 shares; 2025Q1: 15,416 shares; 2025Q2: 14,711 shares; 2025Q3: 14,267 shares; 2025Q4: 13,162 shares; 2026Q1: 8,873 shares; 2026Q2: 8,550 shares; 2026Q3: 7,950 shares 7,950 $873K 0.29% -600 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,478 shares; 2025Q1: 5,639 shares; 2025Q2: 6,244 shares; 2025Q3: 6,192 shares; 2025Q4: 11,832 shares; 2026Q1: 12,525 shares; 2026Q2: 13,491 shares; 2026Q3: 14,070 shares 14,070 $865K 0.29% +579 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; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 387 shares; 2025Q3: 447 shares; 2025Q4: 442 shares; 2026Q1: 457 shares; 2026Q2: 438 shares; 2026Q3: 468 shares 468 $848K 0.29% +30 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 4,455 shares; 2026Q2: 3,368 shares; 2026Q3: 7,488 shares 7,488 $819K 0.28% +4,120 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 1,017 shares; 2026Q3: 1,099 shares 1,099 $813K 0.27% +82 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,373 shares; 2025Q1: 1,191 shares; 2025Q2: 1,322 shares; 2025Q3: 1,232 shares; 2025Q4: 1,356 shares; 2026Q1: 1,456 shares; 2026Q2: 1,537 shares; 2026Q3: 1,528 shares 1,528 $811K 0.27% -9 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares; 2026Q1: 6,897 shares; 2026Q2: 5,937 shares; 2026Q3: 5,797 shares 5,797 $773K 0.26% -140 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,107 shares; 2025Q1: 15,108 shares; 2025Q2: 14,018 shares; 2025Q3: 12,229 shares; 2025Q4: 12,229 shares; 2026Q1: 11,996 shares; 2026Q2: 11,198 shares; 2026Q3: 10,972 shares 10,972 $770K 0.26% -226 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,781 shares; 2025Q1: 1,985 shares; 2025Q2: 2,258 shares; 2025Q3: 2,248 shares; 2025Q4: 2,247 shares; 2026Q1: 2,342 shares; 2026Q2: 2,233 shares; 2026Q3: 2,155 shares 2,155 $765K 0.26% -78 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,460 shares; 2025Q1: 6,697 shares; 2025Q2: 6,437 shares; 2025Q3: 6,520 shares; 2025Q4: 6,458 shares; 2026Q1: 6,455 shares; 2026Q2: 6,386 shares; 2026Q3: 7,217 shares 7,217 $750K 0.25% +831 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 225 shares; 2026Q2: 7,465 shares; 2026Q3: 10,228 shares 10,228 $714K 0.24% +2,763 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,164 shares; 2025Q1: 9,183 shares; 2025Q2: 9,068 shares; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares; 2026Q1: 8,982 shares; 2026Q2: 8,982 shares; 2026Q3: 9,021 shares 9,021 $714K 0.24% +39 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,485 shares; 2025Q1: 2,487 shares; 2025Q2: 2,525 shares; 2025Q3: 2,663 shares; 2025Q4: 3,625 shares; 2026Q1: 3,540 shares; 2026Q2: 3,500 shares; 2026Q3: 3,635 shares 3,635 $712K 0.24% +135 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 889 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 909 shares; 2026Q2: 909 shares; 2026Q3: 909 shares 909 $696K 0.23% 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; 2024Q4: 4,444 shares; 2025Q1: 4,422 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares; 2026Q2: 4,360 shares; 2026Q3: 4,360 shares 4,360 $677K 0.23% 0 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; 2024Q4: 2,064 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,075 shares; 2025Q4: 2,085 shares; 2026Q1: 2,090 shares; 2026Q2: 8,375 shares; 2026Q3: 8,394 shares 8,394 $658K 0.22% +19 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,936 shares; 2025Q1: 13,261 shares; 2025Q2: 13,414 shares; 2025Q3: 13,571 shares; 2025Q4: 13,704 shares; 2026Q1: 13,838 shares; 2026Q2: 13,977 shares; 2026Q3: 14,135 shares 14,135 $650K 0.22% +158 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; 2024Q4: 1,499 shares; 2025Q1: 1,213 shares; 2025Q2: 1,205 shares; 2025Q3: 1,208 shares; 2025Q4: 1,197 shares; 2026Q1: 1,200 shares; 2026Q2: 1,110 shares; 2026Q3: 1,159 shares 1,159 $633K 0.21% +49 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,422 shares; 2025Q1: 2,493 shares; 2025Q2: 2,298 shares; 2025Q3: 2,408 shares; 2025Q4: 2,406 shares; 2026Q1: 2,451 shares; 2026Q2: 2,533 shares; 2026Q3: 2,728 shares 2,728 $630K 0.21% +195 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 789 shares; 2025Q2: 797 shares; 2025Q3: 798 shares; 2025Q4: 799 shares; 2026Q1: 793 shares; 2026Q2: 732 shares; 2026Q3: 732 shares 732 $625K 0.21% 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; 2024Q4: 4,613 shares; 2025Q1: 4,616 shares; 2025Q2: 5,324 shares; 2025Q3: 5,602 shares; 2025Q4: 5,199 shares; 2026Q1: 5,211 shares; 2026Q2: 5,211 shares; 2026Q3: 4,544 shares 4,544 $624K 0.21% -667 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,419 shares; 2026Q1: 7,445 shares; 2026Q2: 16,008 shares; 2026Q3: 18,140 shares 18,140 $617K 0.21% +2,132 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; 2024Q4: 1,080 shares; 2025Q1: 1,109 shares; 2025Q2: 1,295 shares; 2025Q3: 1,331 shares; 2025Q4: 1,356 shares; 2026Q1: 1,531 shares; 2026Q2: 1,887 shares; 2026Q3: 2,074 shares 2,074 $606K 0.2% +187 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,556 shares; 2025Q1: 2,902 shares; 2025Q2: 2,990 shares; 2025Q3: 2,899 shares; 2025Q4: 2,840 shares; 2026Q1: 2,829 shares; 2026Q2: 2,826 shares; 2026Q3: 2,767 shares 2,767 $602K 0.2% -59 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,126 shares; 2026Q1: 19,489 shares; 2026Q2: 15,771 shares; 2026Q3: 15,995 shares 15,995 $587K 0.2% +224 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares; 2025Q4: 4,683 shares; 2026Q1: 4,679 shares; 2026Q2: 4,834 shares; 2026Q3: 4,883 shares 4,883 $573K 0.19% +49 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 116 shares; 2025Q4: 124 shares; 2026Q1: 163 shares; 2026Q2: 282 shares; 2026Q3: 331 shares 331 $571K 0.19% +49 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,938 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,941 shares; 2025Q4: 1,944 shares; 2026Q1: 1,945 shares; 2026Q2: 1,914 shares; 2026Q3: 1,916 shares 1,916 $545K 0.18% +2 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,323 shares; 2025Q1: 2,324 shares; 2025Q2: 2,446 shares; 2025Q3: 2,474 shares; 2025Q4: 2,476 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares; 2026Q3: 2,356 shares 2,356 $544K 0.18% +1 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 766 shares; 2026Q2: 820 shares; 2026Q3: 4,615 shares 4,615 $544K 0.18% +3,795 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 2,015 shares; 2025Q3: 2,060 shares; 2025Q4: 1,995 shares; 2026Q1: 2,033 shares; 2026Q2: 1,610 shares; 2026Q3: 1,559 shares 1,559 $541K 0.18% -51 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,623 shares; 2025Q1: 6,650 shares; 2025Q2: 6,638 shares; 2025Q3: 6,571 shares; 2025Q4: 6,452 shares; 2026Q1: 6,452 shares; 2026Q2: 6,264 shares; 2026Q3: 6,198 shares 6,198 $534K 0.18% -66 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; 2024Q4: 7,935 shares; 2025Q1: 9,354 shares; 2025Q2: 11,018 shares; 2025Q3: 11,202 shares; 2025Q4: 11,391 shares; 2026Q1: 13,951 shares; 2026Q2: 14,677 shares; 2026Q3: 16,280 shares 16,280 $530K 0.18% +1,603 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,057 shares; 2025Q1: 1,061 shares; 2025Q2: 1,057 shares; 2025Q3: 1,060 shares; 2025Q4: 999 shares; 2026Q1: 1,002 shares; 2026Q2: 753 shares; 2026Q3: 755 shares 755 $529K 0.18% +2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,679 shares; 2025Q1: 9,879 shares; 2025Q2: 9,899 shares; 2025Q3: 10,253 shares; 2025Q4: 10,278 shares; 2026Q1: 10,316 shares; 2026Q2: 10,245 shares; 2026Q3: 9,886 shares 9,886 $528K 0.18% -359 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,209 shares; 2025Q1: 2,210 shares; 2025Q2: 2,441 shares; 2025Q3: 2,524 shares; 2025Q4: 2,583 shares; 2026Q1: 2,734 shares; 2026Q2: 3,029 shares; 2026Q3: 3,123 shares 3,123 $526K 0.18% +94 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 1,770 shares; 2025Q2: 2,064 shares; 2025Q3: 2,212 shares; 2025Q4: 2,256 shares; 2026Q1: 2,523 shares; 2026Q2: 3,136 shares; 2026Q3: 3,550 shares 3,550 $521K 0.18% +414 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,648 shares; 2025Q1: 10,243 shares; 2025Q2: 12,737 shares; 2025Q3: 15,126 shares; 2025Q4: 15,453 shares; 2026Q1: 15,551 shares; 2026Q2: 13,915 shares; 2026Q3: 14,057 shares 14,057 $521K 0.18% +142 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; 2024Q4: 2,617 shares; 2025Q1: 2,579 shares; 2025Q2: 2,533 shares; 2025Q3: 2,590 shares; 2025Q4: 2,563 shares; 2026Q1: 2,603 shares; 2026Q2: 2,660 shares; 2026Q3: 2,836 shares 2,836 $519K 0.17% +176 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,949 shares; 2025Q1: 2,974 shares; 2025Q2: 2,923 shares; 2025Q3: 2,920 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares; 2026Q2: 2,707 shares; 2026Q3: 2,707 shares 2,707 $504K 0.17% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,612 shares; 2025Q1: 3,652 shares; 2025Q2: 3,977 shares; 2025Q3: 4,170 shares; 2025Q4: 4,328 shares; 2026Q1: 4,755 shares; 2026Q2: 5,440 shares; 2026Q3: 6,235 shares 6,235 $503K 0.17% +795 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,858 shares; 2025Q1: 12,886 shares; 2025Q2: 12,927 shares; 2025Q3: 12,433 shares; 2025Q4: 14,439 shares; 2026Q1: 14,226 shares; 2026Q2: 14,146 shares; 2026Q3: 13,390 shares 13,390 $492K 0.17% -756 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,283 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,221 shares; 2026Q2: 2,130 shares; 2026Q3: 2,187 shares 2,187 $486K 0.16% +57 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,638 shares; 2025Q1: 1,624 shares; 2025Q2: 1,634 shares; 2025Q3: 1,644 shares; 2025Q4: 1,654 shares; 2026Q1: 1,659 shares; 2026Q2: 1,664 shares; 2026Q3: 1,665 shares 1,665 $475K 0.16% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,133 shares; 2025Q1: 5,109 shares; 2025Q2: 5,051 shares; 2025Q3: 4,978 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares; 2026Q2: 4,592 shares; 2026Q3: 4,592 shares 4,592 $458K 0.15% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 623 shares; 2026Q2: 846 shares; 2026Q3: 3,366 shares 3,366 $451K 0.15% +2,520 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 369 shares; 2025Q2: 315 shares; 2025Q3: 368 shares; 2025Q4: 342 shares; 2026Q1: 363 shares; 2026Q2: 354 shares; 2026Q3: 389 shares 389 $450K 0.15% +35 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,274 shares; 2025Q1: 3,417 shares; 2025Q2: 3,843 shares; 2025Q3: 4,128 shares; 2025Q4: 8,823 shares; 2026Q1: 9,342 shares; 2026Q2: 10,340 shares; 2026Q3: 11,299 shares 11,299 $446K 0.15% +959 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 698 shares; 2025Q4: 611 shares; 2026Q1: 926 shares; 2026Q2: 1,473 shares; 2026Q3: 1,708 shares 1,708 $434K 0.15% +235 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 shares; 2025Q1: 1,152 shares; 2025Q2: 1,242 shares; 2025Q3: 1,346 shares; 2025Q4: 1,405 shares; 2026Q1: 1,509 shares; 2026Q2: 1,785 shares; 2026Q3: 1,938 shares 1,938 $430K 0.14% +153 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 7,111 shares; 2025Q3: 7,054 shares; 2025Q4: 7,054 shares; 2026Q1: 7,054 shares; 2026Q2: 7,054 shares; 2026Q3: 7,054 shares 7,054 $418K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 836 shares; 2026Q2: 812 shares; 2026Q3: 766 shares 766 $412K 0.14% -46 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,682 shares; 2025Q2: 12,546 shares; 2025Q3: 12,554 shares; 2025Q4: 12,829 shares; 2026Q1: 12,783 shares; 2026Q2: 12,835 shares; 2026Q3: 12,704 shares 12,704 $408K 0.14% -131 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 1,877 shares; 2026Q2: 1,784 shares; 2026Q3: 1,784 shares 1,784 $407K 0.14% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,757 shares; 2026Q1: 7,966 shares; 2026Q2: 6,912 shares; 2026Q3: 7,104 shares 7,104 $372K 0.13% +192 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,979 shares; 2025Q1: 5,688 shares; 2025Q2: 5,676 shares; 2025Q3: 5,695 shares; 2025Q4: 5,780 shares; 2026Q1: 5,775 shares; 2026Q2: 5,656 shares; 2026Q3: 5,708 shares 5,708 $361K 0.12% +52 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,315 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,633 shares; 2025Q4: 1,583 shares; 2026Q1: 1,587 shares; 2026Q2: 1,521 shares; 2026Q3: 1,523 shares 1,523 $355K 0.12% +2 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; 2024Q4: 1,784 shares; 2025Q1: 1,895 shares; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,810 shares; 2026Q1: 3,805 shares; 2026Q2: 3,730 shares; 2026Q3: 3,788 shares 3,788 $354K 0.12% +58 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,585 shares; 2025Q1: 3,589 shares; 2025Q2: 3,568 shares; 2025Q3: 3,627 shares; 2025Q4: 3,515 shares; 2026Q1: 3,484 shares; 2026Q2: 3,480 shares; 2026Q3: 3,272 shares 3,272 $343K 0.12% -208 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; 2024Q4: 6,709 shares; 2025Q1: 6,709 shares; 2025Q2: 6,709 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares; 2026Q1: 6,714 shares; 2026Q2: 6,714 shares; 2026Q3: 6,714 shares 6,714 $337K 0.11% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 3,147 shares; 2025Q3: 3,172 shares; 2025Q4: 3,132 shares; 2026Q1: 2,941 shares; 2026Q2: 1,650 shares; 2026Q3: 1,647 shares 1,647 $335K 0.11% -3 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,870 shares; 2025Q1: 13,870 shares; 2025Q2: 13,870 shares; 2025Q3: 13,870 shares; 2025Q4: 13,870 shares; 2026Q1: 13,870 shares; 2026Q2: 13,870 shares; 2026Q3: 13,870 shares 13,870 $334K 0.11% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,360 shares; 2025Q1: 14,442 shares; 2025Q2: 13,317 shares; 2025Q3: 10,586 shares; 2025Q4: 8,352 shares; 2026Q1: 8,128 shares; 2026Q2: 7,330 shares; 2026Q3: 7,107 shares 7,107 $333K 0.11% -223 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 288 shares; 2026Q3: 13,937 shares 13,937 $333K 0.11% +13,649 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 5,719 shares 5,719 $329K 0.11% +5,659 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 455 shares; 2026Q3: 503 shares 503 $328K 0.11% +48 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,355 shares; 2025Q1: 6,376 shares; 2025Q2: 6,255 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares; 2026Q2: 6,188 shares; 2026Q3: 6,181 shares 6,181 $325K 0.11% -7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares; 2026Q1: 3,237 shares; 2026Q2: 3,939 shares; 2026Q3: 4,627 shares 4,627 $322K 0.11% +688 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 2,104 shares; 2025Q4: 2,110 shares; 2026Q1: 2,114 shares; 2026Q2: 2,119 shares; 2026Q3: 2,124 shares 2,124 $311K 0.1% +5 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; 2024Q4: 1,455 shares; 2025Q1: 1,449 shares; 2025Q2: 1,454 shares; 2025Q3: 1,513 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,576 shares; 2026Q3: 1,577 shares 1,577 $308K 0.1% +1 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; 2024Q4: 160 shares; 2025Q1: 151 shares; 2025Q2: 144 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 151 shares; 2026Q2: 158 shares; 2026Q3: 178 shares 178 $305K 0.1% +20 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; 2024Q4: 2,076 shares; 2025Q1: 2,081 shares; 2025Q2: 2,086 shares; 2025Q3: 1,948 shares; 2025Q4: 1,952 shares; 2026Q1: 1,956 shares; 2026Q2: 1,449 shares; 2026Q3: 1,450 shares 1,450 $302K 0.1% +1 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 997 shares; 2026Q3: 993 shares 993 $298K 0.1% -4 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,705 shares 6,705 $298K 0.1% new MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 835 shares; 2025Q1: 808 shares; 2025Q2: 748 shares; 2025Q3: 738 shares; 2025Q4: 520 shares; 2026Q1: 522 shares; 2026Q2: 512 shares; 2026Q3: 539 shares 539 $297K 0.1% +27 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,834 shares; 2026Q2: 2,403 shares; 2026Q3: 2,895 shares 2,895 $288K 0.1% +492 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,837 shares; 2025Q1: 11,430 shares; 2025Q2: 11,389 shares; 2025Q3: 12,536 shares; 2025Q4: 12,644 shares; 2026Q1: 11,953 shares; 2026Q2: 11,004 shares; 2026Q3: 11,100 shares 11,100 $288K 0.1% +96 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 1,203 shares; 2026Q2: 1,107 shares; 2026Q3: 1,102 shares 1,102 $281K 0.09% -5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,760 shares; 2025Q3: 2,787 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares; 2026Q2: 2,787 shares; 2026Q3: 2,787 shares 2,787 $281K 0.09% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,363 shares; 2025Q1: 4,441 shares; 2025Q2: 4,524 shares; 2025Q3: 4,610 shares; 2025Q4: 4,704 shares; 2026Q1: 4,794 shares; 2026Q2: 4,887 shares; 2026Q3: 4,975 shares 4,975 $280K 0.09% +88 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 541 shares 541 $277K 0.09% +535 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares; 2026Q3: 5,698 shares 5,698 $270K 0.09% +748 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,321 shares; 2025Q4: 3,266 shares; 2026Q1: 3,141 shares; 2026Q2: 1,735 shares; 2026Q3: 1,629 shares 1,629 $261K 0.09% -106 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,678 shares; 2026Q1: 1,913 shares; 2026Q2: 2,128 shares; 2026Q3: 2,396 shares 2,396 $261K 0.09% +268 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,189 shares; 2025Q1: not reported; 2025Q2: 5,194 shares; 2025Q3: 5,207 shares; 2025Q4: 5,170 shares; 2026Q1: 5,182 shares; 2026Q2: 4,891 shares; 2026Q3: 4,890 shares 4,890 $256K 0.09% -1 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; 2024Q4: 1,621 shares; 2025Q1: 1,631 shares; 2025Q2: 1,068 shares; 2025Q3: 1,668 shares; 2025Q4: 1,678 shares; 2026Q1: 1,677 shares; 2026Q2: 1,698 shares; 2026Q3: 1,750 shares 1,750 $254K 0.09% +52 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 1,326 shares; 2025Q4: 1,329 shares; 2026Q1: 1,333 shares; 2026Q2: 1,316 shares; 2026Q3: 1,315 shares 1,315 $251K 0.08% -1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,398 shares; 2026Q3: 2,398 shares 2,398 $251K 0.08% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,684 shares; 2026Q1: 3,681 shares; 2026Q2: 3,695 shares; 2026Q3: 3,695 shares 3,695 $247K 0.08% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares; 2026Q3: 2,450 shares 2,450 $242K 0.08% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 198 shares; 2026Q2: 173 shares; 2026Q3: 582 shares 582 $237K 0.08% +409 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 579 shares; 2026Q3: 1,205 shares 1,205 $235K 0.08% +626 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 2,933 shares; 2026Q1: 2,948 shares; 2026Q2: 2,973 shares; 2026Q3: 2,548 shares 2,548 $234K 0.08% -425 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,363 shares; 2026Q2: 5,303 shares; 2026Q3: 5,304 shares 5,304 $224K 0.08% +1 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,102 shares; 2025Q1: 5,193 shares; 2025Q2: 4,796 shares; 2025Q3: 4,083 shares; 2025Q4: 3,231 shares; 2026Q1: 2,891 shares; 2026Q2: 2,224 shares; 2026Q3: 2,191 shares 2,191 $221K 0.07% -33 Timeline RWJ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,925 shares; 2026Q1: 3,925 shares; 2026Q2: 3,925 shares; 2026Q3: 3,925 shares 3,925 $221K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,052 shares; 2025Q4: 13,935 shares; 2026Q1: 14,035 shares; 2026Q2: 16,657 shares; 2026Q3: 18,772 shares 18,772 $218K 0.07% +2,115 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,509 shares 8,509 $214K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,376 shares; 2025Q4: 4,557 shares; 2026Q1: 4,738 shares; 2026Q2: 3,252 shares; 2026Q3: 3,067 shares 3,067 $210K 0.07% -185 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 1,267 shares; 2026Q2: 4,341 shares; 2026Q3: 4,363 shares 4,363 $206K 0.07% +22 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,227 shares; 2026Q1: 10,140 shares; 2026Q2: 12,821 shares; 2026Q3: 12,750 shares 12,750 $202K 0.07% -71 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; 2024Q4: 11,705 shares; 2025Q1: 11,714 shares; 2025Q2: 11,779 shares; 2025Q3: 9,920 shares; 2025Q4: 8,354 shares; 2026Q1: 8,389 shares; 2026Q2: 8,204 shares; 2026Q3: 8,249 shares 8,249 $201K 0.07% +45 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,120 shares; 2025Q1: 3,154 shares; 2025Q2: 2,925 shares; 2025Q3: 2,848 shares; 2025Q4: 2,850 shares; 2026Q1: 2,824 shares; 2026Q2: 2,780 shares; 2026Q3: 2,811 shares 2,811 $198K 0.07% +31 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,226 shares; 2025Q1: 2,228 shares; 2025Q2: 2,010 shares; 2025Q3: 2,012 shares; 2025Q4: 2,015 shares; 2026Q1: 2,018 shares; 2026Q2: 1,996 shares; 2026Q3: 1,999 shares 1,999 $195K 0.07% +3 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; 2024Q4: 2,479 shares; 2025Q1: 2,425 shares; 2025Q2: 2,297 shares; 2025Q3: 2,287 shares; 2025Q4: 2,283 shares; 2026Q1: 2,262 shares; 2026Q2: 2,160 shares; 2026Q3: 2,166 shares 2,166 $194K 0.07% +6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,842 shares; 2026Q1: 5,778 shares; 2026Q2: 10,831 shares; 2026Q3: 12,075 shares 12,075 $190K 0.06% +1,244 Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,803 shares; 2026Q2: 19,637 shares; 2026Q3: 21,504 shares 21,504 $188K 0.06% +1,867 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,517 shares; 2026Q1: 3,439 shares; 2026Q2: 4,384 shares; 2026Q3: 4,588 shares 4,588 $188K 0.06% +204 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,224 shares; 2025Q3: not reported; 2025Q4: 2,051 shares; 2026Q1: 2,014 shares; 2026Q2: 1,925 shares; 2026Q3: 1,920 shares 1,920 $187K 0.06% -5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares; 2026Q3: 2,380 shares 2,380 $186K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 922 shares; 2026Q2: 860 shares; 2026Q3: 994 shares 994 $185K 0.06% +134 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,786 shares; 2025Q3: 7,324 shares; 2025Q4: 4,822 shares; 2026Q1: 4,862 shares; 2026Q2: 4,165 shares; 2026Q3: 4,184 shares 4,184 $181K 0.06% +19 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 582 shares; 2025Q1: 475 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 198 shares; 2026Q1: 163 shares; 2026Q2: 1,588 shares; 2026Q3: 1,398 shares 1,398 $176K 0.06% -190 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,281 shares 2,281 $175K 0.06% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,321 shares; 2026Q1: 5,321 shares; 2026Q2: 5,321 shares; 2026Q3: 5,400 shares 5,400 $175K 0.06% +79 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,786 shares; 2026Q1: 4,799 shares; 2026Q2: 4,800 shares; 2026Q3: 4,795 shares 4,795 $172K 0.06% -5 Timeline SPMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares; 2026Q3: 1,126 shares 1,126 $171K 0.06% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 1,233 shares; 2026Q2: 1,236 shares; 2026Q3: 1,240 shares 1,240 $169K 0.06% +4 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 94 shares; 2026Q2: 357 shares; 2026Q3: 392 shares 392 $166K 0.06% +35 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,734 shares; 2026Q1: 4,741 shares; 2026Q2: 4,747 shares; 2026Q3: 4,943 shares 4,943 $165K 0.06% +196 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,949 shares; 2025Q1: 2,036 shares; 2025Q2: 2,048 shares; 2025Q3: 2,059 shares; 2025Q4: 1,787 shares; 2026Q1: 1,796 shares; 2026Q2: 1,144 shares; 2026Q3: 1,467 shares 1,467 $164K 0.06% +323 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 434 shares; 2026Q2: 434 shares; 2026Q3: 581 shares 581 $163K 0.05% +147 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,875 shares; 2025Q1: 10,579 shares; 2025Q2: 10,490 shares; 2025Q3: 9,547 shares; 2025Q4: 9,384 shares; 2026Q1: 9,197 shares; 2026Q2: 3,415 shares; 2026Q3: 3,369 shares 3,369 $160K 0.05% -46 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 1,082 shares; 2026Q2: 1,932 shares; 2026Q3: 2,691 shares 2,691 $158K 0.05% +759 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares; 2026Q3: 1,046 shares 1,046 $158K 0.05% +863 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,930 shares; 2026Q1: 1,880 shares; 2026Q2: 1,799 shares; 2026Q3: 1,804 shares 1,804 $157K 0.05% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 308 shares; 2026Q3: 308 shares 308 $157K 0.05% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 728 shares; 2026Q3: 836 shares 836 $156K 0.05% +108 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,319 shares; 2026Q2: 11,098 shares; 2026Q3: 12,221 shares 12,221 $149K 0.05% +1,123 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 56 shares; 2026Q2: 560 shares; 2026Q3: 758 shares 758 $148K 0.05% +198 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,960 shares 2,960 $147K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,579 shares; 2026Q1: 5,016 shares; 2026Q2: 5,218 shares; 2026Q3: 5,256 shares 5,256 $144K 0.05% +38 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares; 2026Q3: 467 shares 467 $143K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 1,530 shares; 2026Q3: 1,531 shares 1,531 $138K 0.05% +1 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 15,524 shares; 2026Q3: 18,688 shares 18,688 $137K 0.05% +3,164 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,752 shares 1,752 $136K 0.05% new FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,714 shares; 2026Q2: 2,714 shares; 2026Q3: 2,714 shares 2,714 $134K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares; 2026Q1: 942 shares; 2026Q2: 886 shares; 2026Q3: 891 shares 891 $133K 0.04% +5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 705 shares; 2026Q1: 593 shares; 2026Q2: 361 shares; 2026Q3: 360 shares 360 $131K 0.04% -1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,149 shares; 2026Q1: 1,185 shares; 2026Q2: 1,158 shares; 2026Q3: 1,297 shares 1,297 $128K 0.04% +139 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,117 shares; 2026Q2: 1,240 shares; 2026Q3: 1,339 shares 1,339 $127K 0.04% +99 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $127K 0.04% 0 Timeline IDMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares; 2026Q3: 2,054 shares 2,054 $125K 0.04% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,632 shares; 2026Q3: 1,582 shares 1,582 $124K 0.04% -50 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 4,803 shares; 2026Q2: 3,396 shares; 2026Q3: 3,429 shares 3,429 $123K 0.04% +33 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares; 2026Q1: 605 shares; 2026Q2: 642 shares; 2026Q3: 692 shares 692 $123K 0.04% +50 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 926 shares; 2026Q1: 774 shares; 2026Q2: 372 shares; 2026Q3: 346 shares 346 $123K 0.04% -26 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 309 shares; 2026Q2: 309 shares; 2026Q3: 309 shares 309 $123K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares; 2026Q3: 799 shares 799 $122K 0.04% +750 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,622 shares; 2026Q2: 1,635 shares; 2026Q3: 1,885 shares 1,885 $118K 0.04% +250 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: 2,172 shares; 2026Q2: 2,213 shares; 2026Q3: 2,255 shares 2,255 $117K 0.04% +42 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares; 2026Q3: 395 shares 395 $114K 0.04% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,374 shares; 2026Q2: 2,369 shares; 2026Q3: 2,633 shares 2,633 $112K 0.04% +264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $111K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 641 shares; 2026Q3: 752 shares 752 $107K 0.04% +111 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares; 2026Q1: 1,590 shares; 2026Q2: 1,332 shares; 2026Q3: 1,338 shares 1,338 $107K 0.04% +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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 417 shares; 2026Q3: 449 shares 449 $106K 0.04% +32 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares; 2026Q1: 2,031 shares; 2026Q2: 2,042 shares; 2026Q3: 1,563 shares 1,563 $105K 0.04% -479 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,554 shares; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 884 shares; 2026Q2: 884 shares; 2026Q3: 1,130 shares 1,130 $103K 0.03% +246 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $102K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 365 shares 365 $101K 0.03% -135 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 626 shares; 2026Q3: 613 shares 613 $100K 0.03% -13 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares; 2026Q1: 1,341 shares; 2026Q2: 1,356 shares; 2026Q3: 1,356 shares 1,356 $100K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,406 shares; 2026Q1: 2,203 shares; 2026Q2: 2,092 shares; 2026Q3: 1,891 shares 1,891 $99.3K 0.03% -201 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares; 2026Q2: 1,937 shares; 2026Q3: 1,953 shares 1,953 $97K 0.03% +16 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 1,456 shares; 2026Q2: 1,318 shares; 2026Q3: 1,333 shares 1,333 $96.8K 0.03% +15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,104 shares; 2026Q3: 3,104 shares 3,104 $96.1K 0.03% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 297 shares; 2026Q2: 564 shares; 2026Q3: 671 shares 671 $95.4K 0.03% +107 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,538 shares; 2026Q1: 4,211 shares; 2026Q2: 3,503 shares; 2026Q3: 3,314 shares 3,314 $94.5K 0.03% -189 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 234 shares; 2026Q2: 235 shares; 2026Q3: 236 shares 236 $93.1K 0.03% +1 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares; 2026Q1: 1,045 shares; 2026Q2: 1,054 shares; 2026Q3: 1,063 shares 1,063 $92.4K 0.03% +9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $89.3K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares; 2026Q3: 810 shares 810 $88.6K 0.03% -15 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,872 shares; 2026Q1: 1,936 shares; 2026Q2: 1,954 shares; 2026Q3: 1,972 shares 1,972 $88.2K 0.03% +18 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 205 shares 205 $88.1K 0.03% -65 Timeline EQAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares; 2026Q3: 1,538 shares 1,538 $88.1K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: 422 shares; 2026Q2: 467 shares; 2026Q3: 1,038 shares 1,038 $87.5K 0.03% +571 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares; 2026Q3: 96 shares 96 $86K 0.03% +30 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares; 2026Q3: 407 shares 407 $85.9K 0.03% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 229 shares; 2026Q2: 247 shares; 2026Q3: 420 shares 420 $85.6K 0.03% +173 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 904 shares; 2026Q2: 907 shares; 2026Q3: 910 shares 910 $85.5K 0.03% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 346 shares 346 $83.4K 0.03% +324 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406 shares; 2026Q1: 420 shares; 2026Q2: 435 shares; 2026Q3: 469 shares 469 $80.1K 0.03% +34 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 514 shares; 2026Q3: 514 shares 514 $79.8K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 294 shares; 2026Q3: 294 shares 294 $77.9K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 441 shares; 2026Q2: 496 shares; 2026Q3: 586 shares 586 $77.5K 0.03% +90 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 364 shares; 2026Q2: 293 shares; 2026Q3: 287 shares 287 $75.1K 0.03% -6 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares; 2026Q3: 772 shares 772 $75K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,284 shares; 2026Q3: 2,285 shares 2,285 $74.5K 0.03% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 309 shares 309 $74.1K 0.02% +282 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 452 shares 452 $73.8K 0.02% +12 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 977 shares; 2026Q3: 977 shares 977 $73.7K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,071 shares; 2026Q3: 1,072 shares 1,072 $72.8K 0.02% +1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,219 shares; 2026Q1: 4,219 shares; 2026Q2: 1,315 shares; 2026Q3: 1,315 shares 1,315 $72.3K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $71.7K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 1,771 shares; 2026Q2: 1,562 shares; 2026Q3: 1,561 shares 1,561 $71.6K 0.02% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 107 shares; 2026Q3: 106 shares 106 $71.4K 0.02% -1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 414 shares; 2026Q2: 414 shares; 2026Q3: 323 shares 323 $71.1K 0.02% -91 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,376 shares; 2026Q2: 2,028 shares; 2026Q3: 2,376 shares 2,376 $70.1K 0.02% +348 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,176 shares; 2026Q1: 1,180 shares; 2026Q2: 1,184 shares; 2026Q3: 1,189 shares 1,189 $70.1K 0.02% +5 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 303 shares; 2026Q3: 303 shares 303 $69.6K 0.02% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 689 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares; 2026Q3: 1,658 shares 1,658 $68.6K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 911 shares; 2026Q2: 840 shares; 2026Q3: 842 shares 842 $65.1K 0.02% +2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares; 2026Q1: 1,200 shares; 2026Q2: 1,115 shares; 2026Q3: 1,123 shares 1,123 $64.8K 0.02% +8 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 468 shares 468 $64.8K 0.02% +439 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares; 2026Q1: 494 shares; 2026Q2: 497 shares; 2026Q3: 499 shares 499 $64.6K 0.02% +2 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 2,176 shares; 2026Q3: 2,176 shares 2,176 $64.4K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 238 shares; 2026Q3: 238 shares 238 $64.1K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 89 shares; 2026Q2: 89 shares; 2026Q3: 84 shares 84 $63.4K 0.02% -5 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,152 shares; 2025Q1: 1,154 shares; 2025Q2: 1,143 shares; 2025Q3: 1,118 shares; 2025Q4: 1,015 shares; 2026Q1: 492 shares; 2026Q2: 387 shares; 2026Q3: 337 shares 337 $61.9K 0.02% -50 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares; 2026Q3: 1,428 shares 1,428 $61K 0.02% -15 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares; 2026Q3: 1,446 shares 1,446 $60.2K 0.02% +723 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares; 2026Q1: 1,447 shares; 2026Q2: 1,884 shares; 2026Q3: 2,032 shares 2,032 $59.6K 0.02% +148 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares; 2026Q3: 382 shares 382 $59.2K 0.02% -24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares; 2026Q2: 1,891 shares; 2026Q3: 1,891 shares 1,891 $59.2K 0.02% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 562 shares; 2025Q1: 587 shares; 2025Q2: 564 shares; 2025Q3: 571 shares; 2025Q4: 576 shares; 2026Q1: 618 shares; 2026Q2: 270 shares; 2026Q3: 196 shares 196 $58.7K 0.02% -74 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 198 shares; 2026Q2: 210 shares; 2026Q3: 213 shares 213 $58.6K 0.02% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares; 2026Q1: 1,362 shares; 2026Q2: 1,233 shares; 2026Q3: 2,263 shares 2,263 $57.7K 0.02% +1,030 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $57K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $56.5K 0.02% 0 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares; 2026Q3: 854 shares 854 $56.4K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares; 2026Q3: 660 shares 660 $56.4K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,872 shares; 2026Q1: 1,872 shares; 2026Q2: 1,872 shares; 2026Q3: 1,872 shares 1,872 $56.2K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 259 shares; 2026Q2: 263 shares; 2026Q3: 215 shares 215 $55.5K 0.02% -48 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $55.1K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,546 shares; 2025Q1: 26,352 shares; 2025Q2: 22,072 shares; 2025Q3: 18,851 shares; 2025Q4: 1,853 shares; 2026Q1: 1,172 shares; 2026Q2: 1,251 shares; 2026Q3: 1,188 shares 1,188 $54.7K 0.02% -63 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $54.7K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 94 shares; 2026Q2: 87 shares; 2026Q3: 72 shares 72 $54.6K 0.02% -15 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 615 shares; 2026Q1: 605 shares; 2026Q2: 430 shares; 2026Q3: 430 shares 430 $54.4K 0.02% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 286 shares; 2026Q2: 182 shares; 2026Q3: 174 shares 174 $54.4K 0.02% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares; 2026Q1: 639 shares; 2026Q2: 664 shares; 2026Q3: 655 shares 655 $53.6K 0.02% -9 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 2,297 shares; 2026Q3: 1,842 shares 1,842 $53.6K 0.02% -455 Timeline XSLV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 1,164 shares; 2026Q2: 1,093 shares; 2026Q3: 1,093 shares 1,093 $53.5K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,075 shares; 2026Q2: 1,321 shares; 2026Q3: 1,421 shares 1,421 $52.5K 0.02% +100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $52.3K 0.02% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 770 shares; 2026Q2: 774 shares; 2026Q3: 777 shares 777 $52.1K 0.02% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 187 shares 187 $52K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 156 shares; 2026Q3: 158 shares 158 $51.4K 0.02% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares; 2026Q3: 577 shares 577 $49.2K 0.02% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $48.5K 0.02% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 389 shares; 2026Q3: 389 shares 389 $47.4K 0.02% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 375 shares; 2026Q2: 377 shares; 2026Q3: 367 shares 367 $47.2K 0.02% -10 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 108 shares; 2026Q2: 120 shares; 2026Q3: 144 shares 144 $46.5K 0.02% +24 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 1,260 shares; 2026Q2: 1,241 shares; 2026Q3: 1,226 shares 1,226 $46.5K 0.02% -15 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 205 shares; 2026Q2: 194 shares; 2026Q3: 285 shares 285 $45.9K 0.02% +91 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 586 shares; 2026Q2: 587 shares; 2026Q3: 589 shares 589 $45.3K 0.02% +2 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares; 2026Q3: 408 shares 408 $45K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares; 2026Q3: 165 shares 165 $44.8K 0.02% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $44.4K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares; 2026Q1: 2,072 shares; 2026Q2: 2,106 shares; 2026Q3: 2,140 shares 2,140 $42.3K 0.01% +34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 111 shares; 2026Q2: 106 shares; 2026Q3: 127 shares 127 $42K 0.01% +21 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares; 2026Q3: 490 shares 490 $41.9K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 584 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $41.7K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 162 shares 162 $41.7K 0.01% +48 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 221 shares 221 $40.8K 0.01% +108 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 93 shares 93 $40.5K 0.01% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares; 2026Q3: 1,356 shares 1,356 $39.8K 0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75 shares 75 $39.7K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares; 2026Q3: 725 shares 725 $39.5K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 68 shares; 2026Q2: 82 shares; 2026Q3: 138 shares 138 $39.4K 0.01% +56 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $39K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $38.7K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 504 shares; 2026Q2: 504 shares; 2026Q3: 548 shares 548 $38.4K 0.01% +44 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $37.8K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $37.7K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 713 shares; 2026Q2: 713 shares; 2026Q3: 713 shares 713 $37.7K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 534 shares 534 $37.2K 0.01% +25 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 227 shares; 2026Q3: 228 shares 228 $37.1K 0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 39 shares; 2026Q2: 54 shares; 2026Q3: 83 shares 83 $37K 0.01% +29 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 640 shares; 2026Q3: 640 shares 640 $37K 0.01% 0 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares; 2026Q3: 986 shares 986 $36.9K 0.01% +120 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares; 2026Q3: 443 shares 443 $36.7K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares; 2026Q3: 1,208 shares 1,208 $36.4K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares; 2026Q3: 22 shares 22 $36.4K 0.01% +20 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 76 shares 76 $36.1K 0.01% +52 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 329 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $35.8K 0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares; 2026Q1: 1,964 shares; 2026Q2: 1,562 shares; 2026Q3: 1,382 shares 1,382 $35.5K 0.01% -180 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 509 shares 509 $35.4K 0.01% -110 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,002 shares; 2026Q3: 2,002 shares 2,002 $35.2K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares; 2026Q3: 159 shares 159 $35.2K 0.01% -152 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares; 2026Q3: 374 shares 374 $35.2K 0.01% +180 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 116 shares; 2026Q2: 99 shares; 2026Q3: 149 shares 149 $35.1K 0.01% +50 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 130 shares; 2026Q2: 143 shares; 2026Q3: 203 shares 203 $34K 0.01% +60 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $33.4K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 614 shares; 2026Q2: 536 shares; 2026Q3: 539 shares 539 $33K 0.01% +3 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 262 shares 262 $32.9K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares; 2026Q3: 608 shares 608 $32.7K 0.01% +292 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $32.5K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares; 2026Q3: 873 shares 873 $32.3K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares; 2026Q1: 1,261 shares; 2026Q2: 962 shares; 2026Q3: 881 shares 881 $31.2K 0.01% -81 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,692 shares; 2026Q1: 794 shares; 2026Q2: 822 shares; 2026Q3: 572 shares 572 $31.2K 0.01% -250 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 111 shares; 2026Q3: 114 shares 114 $31.1K 0.01% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares; 2026Q3: 852 shares 852 $31.1K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 846 shares; 2026Q3: 846 shares 846 $31K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 73 shares; 2026Q3: 59 shares 59 $30.8K 0.01% -14 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $30.8K 0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,226 shares; 2026Q3: 1,234 shares 1,234 $30.3K 0.01% +8 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 645 shares; 2026Q2: 652 shares; 2026Q3: 659 shares 659 $30.1K 0.01% +7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares; 2026Q3: 159 shares 159 $29.9K 0.01% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,023 shares; 2026Q1: 1,003 shares; 2026Q2: 719 shares; 2026Q3: 514 shares 514 $29.8K 0.01% -205 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,908 shares; 2026Q1: 10,346 shares; 2026Q2: 8,472 shares; 2026Q3: 9,658 shares 9,658 $29.6K 0.01% +1,186 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698 shares; 2026Q1: 699 shares; 2026Q2: 699 shares; 2026Q3: 701 shares 701 $29.2K 0.01% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares; 2026Q3: 254 shares 254 $29K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares; 2026Q3: 1,087 shares 1,087 $28.7K 0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares; 2026Q3: 267 shares 267 $28.6K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $28.1K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $28.1K 0.01% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $27.8K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares; 2026Q3: 341 shares 341 $27.7K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 290 shares; 2026Q2: 290 shares; 2026Q3: 326 shares 326 $27.7K 0.01% +36 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 632 shares; 2026Q2: 645 shares; 2026Q3: 1,007 shares 1,007 $27.5K 0.01% +362 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 327 shares; 2026Q3: 358 shares 358 $27.1K 0.01% +31 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,529 shares; 2026Q2: 3,688 shares; 2026Q3: 3,854 shares 3,854 $27.1K 0.01% +166 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 263 shares; 2026Q2: 264 shares; 2026Q3: 265 shares 265 $27K 0.01% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 390 shares; 2026Q3: 489 shares 489 $26.8K 0.01% +99 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 589 shares; 2026Q3: 589 shares 589 $26.7K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares; 2026Q3: 101 shares 101 $26.7K 0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $26.5K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $26.3K 0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares; 2026Q3: 328 shares 328 $25.7K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 172 shares; 2026Q2: 172 shares; 2026Q3: 172 shares 172 $25.5K 0.01% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 205 shares 205 $25.3K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $25.3K 0.01% 0 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: 541 shares; 2026Q2: 546 shares; 2026Q3: 552 shares 552 $25.2K 0.01% +6 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 656 shares; 2026Q1: 662 shares; 2026Q2: 569 shares; 2026Q3: 504 shares 504 $25.1K 0.01% -65 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 284 shares; 2026Q3: 291 shares 291 $25.1K 0.01% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 59 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $25.1K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares; 2026Q3: 1,471 shares 1,471 $25.1K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 348 shares; 2026Q2: 350 shares; 2026Q3: 307 shares 307 $25K 0.01% -43 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: 659 shares; 2026Q2: 661 shares; 2026Q3: 441 shares 441 $24.9K 0.01% -220 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $24.5K 0.01% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: 607 shares; 2026Q2: 613 shares; 2026Q3: 620 shares 620 $24.4K 0.01% +7 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 151 shares; 2026Q2: 152 shares; 2026Q3: 153 shares 153 $24.3K 0.01% +1 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 147 shares; 2026Q2: 133 shares; 2026Q3: 177 shares 177 $24.3K 0.01% +44 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $24K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares; 2026Q3: 372 shares 372 $23.9K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 482 shares; 2026Q3: 486 shares 486 $23.7K 0.01% +4 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 845 shares; 2026Q3: 845 shares 845 $23.3K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 42 shares; 2026Q3: 117 shares 117 $22.8K 0.01% +75 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 83 shares 83 $22.7K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,051 shares 1,051 $22.5K 0.01% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $22.2K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 233 shares 233 $22K 0.01% +150 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares; 2026Q3: 177 shares 177 $21.7K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares; 2026Q3: 618 shares 618 $21.6K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $21.4K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 224 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $21.4K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $21.3K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 1,855 shares; 2026Q2: 1,106 shares; 2026Q3: 1,117 shares 1,117 $21.3K 0.01% +11 Timeline MICROSECTORS GOLD MINERS 3X… MICROSECTORS GOLD MINERS 3X LEVER… More: the full row for MICROSECTORS GOLD MINERS 3X LEVERAGED ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $21.3K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $21.1K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares; 2026Q3: 1,928 shares 1,928 $21K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $20.7K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $20.3K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: 210 shares; 2026Q2: 212 shares; 2026Q3: 214 shares 214 $20.2K 0.01% +2 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 750 shares 750 $20K 0.01% +250 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares; 2026Q3: 308 shares 308 $19.9K 0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 797 shares; 2026Q3: 797 shares 797 $19.8K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 227 shares; 2026Q3: 227 shares 227 $19.8K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares; 2026Q3: 404 shares 404 $19.7K 0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 300 shares 300 $19.3K 0.01% +100 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $19.2K 0.01% 0 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 783 shares; 2026Q2: 793 shares; 2026Q3: 804 shares 804 $18.8K 0.01% +11 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 279 shares 279 $18.8K 0.01% 0 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 226 shares 226 $18.8K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 328 shares 328 $18.6K 0.01% +251 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $18.5K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares; 2026Q3: 329 shares 329 $18.5K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 224 shares; 2026Q2: 224 shares; 2026Q3: 224 shares 224 $18.4K 0.01% 0 Timeline FAAA FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares; 2026Q3: 363 shares 363 $18.2K 0.01% +4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $18.2K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $18.1K 0.01% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares; 2026Q1: 1,309 shares; 2026Q2: 1,334 shares; 2026Q3: 1,357 shares 1,357 $17.9K 0.01% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares; 2026Q1: 131 shares; 2026Q2: 131 shares; 2026Q3: 164 shares 164 $17.8K 0.01% +33 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 241 shares; 2026Q2: 241 shares; 2026Q3: 241 shares 241 $17.7K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 950 shares; 2026Q2: 561 shares; 2026Q3: 557 shares 557 $17.6K 0.01% -4 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 140 shares; 2026Q3: 135 shares 135 $17.6K 0.01% -5 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,163 shares; 2026Q2: 1,212 shares; 2026Q3: 1,269 shares 1,269 $17.6K 0.01% +57 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,386 shares; 2025Q1: 3,592 shares; 2025Q2: 3,505 shares; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 98 shares 98 $17.5K 0.01% +50 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 345 shares; 2026Q2: 349 shares; 2026Q3: 353 shares 353 $17.5K 0.01% +4 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $17.2K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,079 shares; 2026Q1: 2,232 shares; 2026Q2: 3,641 shares; 2026Q3: 390 shares 390 $17.1K 0.01% -3,251 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $16.9K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $16.9K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 85 shares; 2026Q2: 86 shares; 2026Q3: 61 shares 61 $16.8K 0.01% -25 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $16.7K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 186 shares 186 $16.6K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares; 2026Q3: 518 shares 518 $16.6K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 363 shares; 2026Q2: 367 shares; 2026Q3: 371 shares 371 $16.5K 0.01% +4 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,225 shares 1,225 $16.4K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 137 shares 137 $16.3K 0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 2,032 shares; 2026Q2: 2,244 shares; 2026Q3: 2,404 shares 2,404 $16.2K 0.01% +160 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares; 2026Q3: 261 shares 261 $15.9K 0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 508 shares; 2026Q3: 1,017 shares 1,017 $15.8K 0.01% +509 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 413 shares 413 $15.7K 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares; 2026Q3: 317 shares 317 $15.7K 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,394 shares; 2026Q1: 1,453 shares; 2026Q2: 1,497 shares; 2026Q3: 1,543 shares 1,543 $15.7K 0.01% +46 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares; 2026Q3: 94 shares 94 $15.4K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 88 shares 88 $15.2K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $15.1K 0.01% 0 Timeline TAN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares; 2026Q3: 343 shares 343 $15.1K 0.01% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,866 shares; 2026Q1: 1,867 shares; 2026Q2: 1,868 shares; 2026Q3: 1,869 shares 1,869 $15K 0.01% +1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 123 shares; 2026Q3: 117 shares 117 $14.8K <0.01% -6 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $14.8K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares; 2026Q3: 172 shares 172 $14.7K <0.01% 0 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 1,438 shares; 2026Q3: 768 shares 768 $14.6K <0.01% -670 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,098 shares; 2026Q2: 653 shares; 2026Q3: 659 shares 659 $14.3K <0.01% +6 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $14.2K <0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37 shares 37 $14K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 88 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $13.9K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 191 shares; 2026Q2: 193 shares; 2026Q3: 396 shares 396 $13.9K <0.01% +203 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares; 2026Q1: 519 shares; 2026Q2: 524 shares; 2026Q3: 518 shares 518 $13.4K <0.01% -6 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 92 shares; 2026Q3: 105 shares 105 $13.4K <0.01% +13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares; 2026Q3: 156 shares 156 $13.4K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 130 shares 130 $13.1K <0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 20 shares 20 $13.1K <0.01% +18 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $13.1K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $13.1K <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472 shares; 2026Q1: 1,502 shares; 2026Q2: 1,532 shares; 2026Q3: 1,563 shares 1,563 $12.9K <0.01% +31 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 205 shares 205 $12.9K <0.01% +1 Timeline