JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,480 shares; 2025Q1: 15,157 shares; 2025Q2: 15,336 shares; 2025Q3: 19,501 shares; 2025Q4: 22,461 shares; 2026Q1: 26,912 shares; 2026Q2: 321,613 shares 321,613 $16.3M 5.12% +294,701 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134,788 shares; 2025Q1: 179,032 shares; 2025Q2: 211,644 shares; 2025Q3: 240,744 shares; 2025Q4: 274,661 shares; 2026Q1: 316,014 shares; 2026Q2: 325,905 shares 325,905 $9.58M 3.02% +9,891 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,356 shares; 2025Q1: 36,778 shares; 2025Q2: 35,384 shares; 2025Q3: 35,518 shares; 2025Q4: 35,577 shares; 2026Q1: 47,045 shares; 2026Q2: 45,125 shares 45,125 $9.03M 2.85% -1,920 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,210 shares; 2025Q1: 6,872 shares; 2025Q2: 6,928 shares; 2025Q3: 7,302 shares; 2025Q4: 7,654 shares; 2026Q1: 8,139 shares; 2026Q2: 8,772 shares 8,772 $6.58M 2.08% +633 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 6,800 shares; 2025Q4: 5,232 shares; 2026Q1: 5,046 shares; 2026Q2: 8,597 shares 8,597 $5.74M 1.81% +3,551 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,845 shares; 2025Q1: 38,748 shares; 2025Q2: 48,645 shares; 2025Q3: 52,897 shares; 2025Q4: 56,366 shares; 2026Q1: 59,565 shares; 2026Q2: 62,178 shares 62,178 $5.66M 1.79% +2,613 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,443 shares; 2025Q1: 30,601 shares; 2025Q2: 30,203 shares; 2025Q3: 30,715 shares; 2025Q4: 29,900 shares; 2026Q1: 30,316 shares; 2026Q2: 21,029 shares 21,029 $5.01M 1.58% -9,287 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,566 shares; 2025Q1: 25,000 shares; 2025Q2: 25,164 shares; 2025Q3: 25,468 shares; 2025Q4: 26,692 shares; 2026Q1: 26,591 shares; 2026Q2: 13,490 shares 13,490 $4.99M 1.57% -13,101 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,530 shares; 2025Q1: 21,040 shares; 2025Q2: 22,634 shares; 2025Q3: 24,617 shares; 2025Q4: 26,163 shares; 2026Q1: 27,474 shares; 2026Q2: 28,760 shares 28,760 $4.9M 1.54% +1,286 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,290 shares; 2025Q1: 15,448 shares; 2025Q2: 17,021 shares; 2025Q3: 18,908 shares; 2025Q4: 22,554 shares; 2026Q1: 16,826 shares; 2026Q2: 98,709 shares 98,709 $4.64M 1.46% +81,883 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,581 shares; 2025Q1: 15,301 shares; 2025Q2: 15,411 shares; 2025Q3: 15,680 shares; 2025Q4: 16,049 shares; 2026Q1: 17,281 shares; 2026Q2: 14,128 shares 14,128 $4.09M 1.29% -3,153 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; 2024Q3: not loaded; 2024Q4: 121,233 shares; 2025Q1: 122,005 shares; 2025Q2: 102,393 shares; 2025Q3: 103,164 shares; 2025Q4: 93,886 shares; 2026Q1: 97,614 shares; 2026Q2: 99,030 shares 99,030 $4.09M 1.29% +1,416 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,331 shares; 2025Q1: 6,547 shares; 2025Q2: 4,889 shares; 2025Q3: 4,965 shares; 2025Q4: 5,743 shares; 2026Q1: 5,963 shares; 2026Q2: 5,856 shares 5,856 $4.02M 1.27% -107 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,464 shares; 2025Q1: 35,699 shares; 2025Q2: 44,094 shares; 2025Q3: 50,308 shares; 2025Q4: 63,050 shares; 2026Q1: 73,667 shares; 2026Q2: 75,943 shares 75,943 $3.97M 1.25% +2,276 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,638 shares; 2025Q1: 29,088 shares; 2025Q2: 34,017 shares; 2025Q3: 39,021 shares; 2025Q4: 40,956 shares; 2026Q1: 46,756 shares; 2026Q2: 47,862 shares 47,862 $3.94M 1.24% +1,106 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,236 shares; 2025Q3: 38,611 shares; 2025Q4: 49,105 shares; 2026Q1: 60,219 shares; 2026Q2: 64,262 shares 64,262 $3.9M 1.23% +4,043 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; 2024Q3: not loaded; 2024Q4: 9,450 shares; 2025Q1: 21,255 shares; 2025Q2: 21,955 shares; 2025Q3: 23,955 shares; 2025Q4: 69,192 shares; 2026Q1: 122,753 shares; 2026Q2: 134,761 shares 134,761 $3.57M 1.13% +12,008 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,894 shares; 2025Q1: 100,845 shares; 2025Q2: 93,776 shares; 2025Q3: 103,986 shares; 2025Q4: 115,941 shares; 2026Q1: 120,960 shares; 2026Q2: 117,410 shares 117,410 $3.4M 1.07% -3,550 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares; 2026Q1: 13,889 shares; 2026Q2: 13,875 shares 13,875 $3.36M 1.06% -14 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; 2024Q3: not loaded; 2024Q4: 66,382 shares; 2025Q1: 65,322 shares; 2025Q2: 62,494 shares; 2025Q3: 61,353 shares; 2025Q4: 58,506 shares; 2026Q1: 60,006 shares; 2026Q2: 51,935 shares 51,935 $3.23M 1.02% -8,071 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 8,638 shares 8,638 $3.2M 1.01% +8,550 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 64,582 shares 64,582 $2.97M 0.94% +64,558 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 4,204 shares; 2025Q2: 5,382 shares; 2025Q3: 5,529 shares; 2025Q4: 5,670 shares; 2026Q1: 5,646 shares; 2026Q2: 33,567 shares 33,567 $2.89M 0.91% +27,921 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,176 shares; 2025Q1: 28,397 shares; 2025Q2: 28,733 shares; 2025Q3: 29,536 shares; 2025Q4: 31,368 shares; 2026Q1: 32,502 shares; 2026Q2: 33,656 shares 33,656 $2.88M 0.91% +1,154 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,120 shares; 2025Q1: 60,552 shares; 2025Q2: 58,847 shares; 2025Q3: 68,103 shares; 2025Q4: 76,161 shares; 2026Q1: 80,524 shares; 2026Q2: 82,676 shares 82,676 $2.8M 0.88% +2,152 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 8,147 shares 8,147 $2.61M 0.82% +7,597 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,268 shares; 2025Q1: 14,368 shares; 2025Q2: 13,672 shares; 2025Q3: 13,790 shares; 2025Q4: 15,086 shares; 2026Q1: 15,770 shares; 2026Q2: 7,582 shares 7,582 $2.61M 0.82% -8,188 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,669 shares; 2025Q1: 6,951 shares; 2025Q2: 6,685 shares; 2025Q3: 6,464 shares; 2025Q4: 13,216 shares; 2026Q1: 14,246 shares; 2026Q2: 12,933 shares 12,933 $2.46M 0.78% -1,313 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; 2024Q3: not loaded; 2024Q4: 36,813 shares; 2025Q1: 43,059 shares; 2025Q2: 51,675 shares; 2025Q3: 57,332 shares; 2025Q4: 60,708 shares; 2026Q1: 62,424 shares; 2026Q2: 60,276 shares 60,276 $2.42M 0.76% -2,148 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,655 shares; 2025Q1: 42,257 shares; 2025Q2: 44,992 shares; 2025Q3: 45,767 shares; 2025Q4: 47,380 shares; 2026Q1: 53,638 shares; 2026Q2: 54,059 shares 54,059 $2.33M 0.74% +421 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 4,816 shares; 2026Q1: 4,816 shares; 2026Q2: 14,914 shares 14,914 $2.26M 0.71% +10,098 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,789 shares; 2025Q1: 20,014 shares; 2025Q2: 19,918 shares; 2025Q3: 20,435 shares; 2025Q4: 22,836 shares; 2026Q1: 27,621 shares; 2026Q2: 27,696 shares 27,696 $2.24M 0.71% +75 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,151 shares; 2025Q3: 2,131 shares; 2025Q4: 1,891 shares; 2026Q1: 1,785 shares; 2026Q2: 11,775 shares 11,775 $2.23M 0.7% +9,990 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,870 shares; 2025Q1: 25,944 shares; 2025Q2: 29,283 shares; 2025Q3: 31,904 shares; 2025Q4: 35,448 shares; 2026Q1: 43,061 shares; 2026Q2: 45,228 shares 45,228 $2.23M 0.7% +2,167 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,041 shares; 2025Q1: 47,153 shares; 2025Q2: 50,117 shares; 2025Q3: 54,945 shares; 2025Q4: 55,789 shares; 2026Q1: 58,263 shares; 2026Q2: 59,777 shares 59,777 $2.2M 0.69% +1,514 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,240 shares; 2025Q1: 22,645 shares; 2025Q2: 29,704 shares; 2025Q3: 34,065 shares; 2025Q4: 36,639 shares; 2026Q1: 38,203 shares; 2026Q2: 40,008 shares 40,008 $2.16M 0.68% +1,805 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,284 shares; 2025Q4: 45,284 shares; 2026Q1: 45,000 shares; 2026Q2: 45,010 shares 45,010 $2.14M 0.67% +10 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; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 13,650 shares; 2025Q2: 14,479 shares; 2025Q3: 14,579 shares; 2025Q4: 14,364 shares; 2026Q1: 14,068 shares; 2026Q2: 13,213 shares 13,213 $2.09M 0.66% -855 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,744 shares; 2025Q1: 27,956 shares; 2025Q2: 27,980 shares; 2025Q3: 27,909 shares; 2025Q4: 26,823 shares; 2026Q1: 24,960 shares; 2026Q2: 23,533 shares 23,533 $2.07M 0.65% -1,427 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,268 shares; 2025Q1: 50,383 shares; 2025Q2: 45,544 shares; 2025Q3: 41,613 shares; 2025Q4: 39,008 shares; 2026Q1: 37,226 shares; 2026Q2: 25,504 shares 25,504 $2.06M 0.65% -11,722 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,310 shares; 2025Q1: 41,968 shares; 2025Q2: 48,491 shares; 2025Q3: 49,740 shares; 2025Q4: 51,866 shares; 2026Q1: 54,854 shares; 2026Q2: 51,681 shares 51,681 $2.04M 0.64% -3,173 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,787 shares; 2025Q1: 11,787 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares; 2026Q2: 11,787 shares 11,787 $2M 0.63% 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; 2024Q3: not loaded; 2024Q4: 41,294 shares; 2025Q1: 42,751 shares; 2025Q2: 38,074 shares; 2025Q3: 37,021 shares; 2025Q4: 36,991 shares; 2026Q1: 38,289 shares; 2026Q2: 37,389 shares 37,389 $1.97M 0.62% -900 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,762 shares; 2025Q1: 14,846 shares; 2025Q2: 13,383 shares; 2025Q3: 13,269 shares; 2025Q4: 13,198 shares; 2026Q1: 12,831 shares; 2026Q2: 8,961 shares 8,961 $1.96M 0.62% -3,870 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 238 shares; 2025Q1: 263 shares; 2025Q2: 6,799 shares; 2025Q3: 6,799 shares; 2025Q4: 6,799 shares; 2026Q1: 6,799 shares; 2026Q2: 6,756 shares 6,756 $1.84M 0.58% -43 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,159 shares; 2025Q4: 734 shares; 2026Q1: 605 shares; 2026Q2: 97,314 shares 97,314 $1.8M 0.57% +96,709 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,111 shares; 2025Q1: 3,044 shares; 2025Q2: 2,773 shares; 2025Q3: 2,787 shares; 2025Q4: 2,670 shares; 2026Q1: 2,582 shares; 2026Q2: 2,352 shares 2,352 $1.76M 0.56% -230 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,475 shares; 2025Q1: 11,705 shares; 2025Q2: 13,190 shares; 2025Q3: 14,778 shares; 2025Q4: 15,941 shares; 2026Q1: 17,118 shares; 2026Q2: 18,115 shares 18,115 $1.75M 0.55% +997 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,866 shares; 2025Q1: 71,416 shares; 2025Q2: 71,416 shares; 2025Q3: 71,416 shares; 2025Q4: 71,416 shares; 2026Q1: 60,329 shares; 2026Q2: 60,258 shares 60,258 $1.61M 0.51% -71 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,113 shares 27,113 $1.6M 0.51% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 4,761 shares; 2025Q2: 5,634 shares; 2025Q3: 5,995 shares; 2025Q4: 5,297 shares; 2026Q1: 5,421 shares; 2026Q2: 30,225 shares 30,225 $1.6M 0.5% +24,804 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129,096 shares; 2025Q1: 190,834 shares; 2025Q2: 242,492 shares; 2025Q3: 275,692 shares; 2025Q4: 321,751 shares; 2026Q1: 337,876 shares; 2026Q2: 33,435 shares 33,435 $1.59M 0.5% -304,441 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,194 shares 6,194 $1.57M 0.5% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,044 shares; 2025Q1: 4,089 shares; 2025Q2: 4,111 shares; 2025Q3: 4,119 shares; 2025Q4: 3,964 shares; 2026Q1: 4,302 shares; 2026Q2: 4,131 shares 4,131 $1.56M 0.49% -171 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,572 shares 19,572 $1.55M 0.49% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,647 shares; 2025Q1: 42,345 shares; 2025Q2: 37,630 shares; 2025Q3: 37,479 shares; 2025Q4: 35,284 shares; 2026Q1: 33,340 shares; 2026Q2: 33,575 shares 33,575 $1.53M 0.48% +235 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,284 shares; 2025Q1: 11,016 shares; 2025Q2: 10,931 shares; 2025Q3: 11,533 shares; 2025Q4: 12,544 shares; 2026Q1: 13,952 shares; 2026Q2: 12,955 shares 12,955 $1.52M 0.48% -997 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,946 shares; 2026Q2: 20,704 shares 20,704 $1.48M 0.47% +9,758 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,088 shares; 2025Q1: 14,444 shares; 2025Q2: 14,267 shares; 2025Q3: 13,888 shares; 2025Q4: 14,515 shares; 2026Q1: 14,513 shares; 2026Q2: 10,207 shares 10,207 $1.4M 0.44% -4,306 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $1.36M 0.43% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,002 shares; 2025Q1: 44,242 shares; 2025Q2: 43,268 shares; 2025Q3: 42,724 shares; 2025Q4: 42,591 shares; 2026Q1: 45,548 shares; 2026Q2: 42,269 shares 42,269 $1.31M 0.41% -3,279 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 15,063 shares; 2025Q3: 15,063 shares; 2025Q4: 15,063 shares; 2026Q1: 15,063 shares; 2026Q2: 15,063 shares 15,063 $1.31M 0.41% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,005 shares; 2025Q1: 51,450 shares; 2025Q2: 50,964 shares; 2025Q3: 51,835 shares; 2025Q4: 54,302 shares; 2026Q1: 53,486 shares; 2026Q2: 26,635 shares 26,635 $1.28M 0.4% -26,851 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 4,744 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares; 2026Q1: 4,744 shares; 2026Q2: 4,745 shares 4,745 $1.28M 0.4% +1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,144 shares; 2026Q1: 24,882 shares; 2026Q2: 23,649 shares 23,649 $1.26M 0.4% -1,233 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,022 shares; 2025Q1: 5,911 shares; 2025Q2: 6,180 shares; 2025Q3: 6,467 shares; 2025Q4: 6,455 shares; 2026Q1: 6,543 shares; 2026Q2: 15,543 shares 15,543 $1.25M 0.4% +9,000 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 736 shares; 2025Q1: 746 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 4,224 shares; 2026Q2: 4,194 shares 4,194 $1.25M 0.39% -30 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,250 shares; 2025Q1: 26,313 shares; 2025Q2: 31,101 shares; 2025Q3: 36,445 shares; 2025Q4: 30,436 shares; 2026Q1: 7,565 shares; 2026Q2: 16,755 shares 16,755 $1.21M 0.38% +9,190 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,921 shares; 2025Q1: 16,384 shares; 2025Q2: 19,214 shares; 2025Q3: 21,972 shares; 2025Q4: 21,102 shares; 2026Q1: 22,853 shares; 2026Q2: 22,933 shares 22,933 $1.16M 0.36% +80 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,472 shares; 2025Q1: 4,630 shares; 2025Q2: 4,561 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,873 shares; 2026Q2: 3,246 shares 3,246 $1.15M 0.36% -1,627 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,709 shares; 2025Q1: 29,250 shares; 2025Q2: 30,100 shares; 2025Q3: 29,761 shares; 2025Q4: 30,179 shares; 2026Q1: 30,396 shares; 2026Q2: 28,857 shares 28,857 $1.12M 0.35% -1,539 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,304 shares; 2025Q1: 3,259 shares; 2025Q2: 3,512 shares; 2025Q3: 3,517 shares; 2025Q4: 3,594 shares; 2026Q1: 4,029 shares; 2026Q2: 3,975 shares 3,975 $1.12M 0.35% -54 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 3,715 shares 3,715 $1.1M 0.35% +2,415 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,150 shares; 2026Q1: 4,147 shares; 2026Q2: 4,042 shares 4,042 $1.09M 0.34% -105 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,611 shares; 2025Q1: 16,429 shares; 2025Q2: 16,395 shares; 2025Q3: 18,014 shares; 2025Q4: 18,462 shares; 2026Q1: 18,314 shares; 2026Q2: 15,250 shares 15,250 $1.09M 0.34% -3,064 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 19,990 shares; 2026Q1: 42,550 shares; 2026Q2: 48,896 shares 48,896 $1.02M 0.32% +6,346 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 865 shares; 2025Q4: 872 shares; 2026Q1: 937 shares; 2026Q2: 932 shares 932 $994K 0.31% -5 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,760 shares; 2025Q1: 4,829 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,854 shares; 2026Q1: 4,828 shares; 2026Q2: 3,274 shares 3,274 $993K 0.31% -1,554 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,087 shares; 2025Q1: 6,085 shares; 2025Q2: 5,272 shares; 2025Q3: 5,433 shares; 2025Q4: 5,456 shares; 2026Q1: 5,500 shares; 2026Q2: 2,708 shares 2,708 $968K 0.31% -2,792 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 11,845 shares 11,845 $952K 0.3% +11,490 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 5,307 shares; 2025Q2: 5,051 shares; 2025Q3: 5,421 shares; 2025Q4: 5,112 shares; 2026Q1: 4,922 shares; 2026Q2: 3,987 shares 3,987 $942K 0.3% -935 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,576 shares; 2025Q1: 13,739 shares; 2025Q2: 14,899 shares; 2025Q3: 15,869 shares; 2025Q4: 16,161 shares; 2026Q1: 27,747 shares; 2026Q2: 17,989 shares 17,989 $920K 0.29% -9,758 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,633 shares; 2025Q1: 15,263 shares; 2025Q2: 14,577 shares; 2025Q3: 14,389 shares; 2025Q4: 13,953 shares; 2026Q1: 13,891 shares; 2026Q2: 12,890 shares 12,890 $901K 0.28% -1,001 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; 2024Q3: not loaded; 2024Q4: 11,936 shares; 2025Q1: 15,295 shares; 2025Q2: 18,326 shares; 2025Q3: 19,778 shares; 2025Q4: 20,893 shares; 2026Q1: 22,556 shares; 2026Q2: 23,588 shares 23,588 $898K 0.28% +1,032 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,463 shares 9,463 $887K 0.28% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,486 shares; 2025Q1: 2,879 shares; 2025Q2: 3,097 shares; 2025Q3: 3,310 shares; 2025Q4: 3,419 shares; 2026Q1: 3,738 shares; 2026Q2: 3,600 shares 3,600 $875K 0.28% -138 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,348 shares; 2025Q1: 19,179 shares; 2025Q2: 18,492 shares; 2025Q3: 18,209 shares; 2025Q4: 17,516 shares; 2026Q1: 17,220 shares; 2026Q2: 14,640 shares 14,640 $875K 0.28% -2,580 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,763 shares; 2025Q1: 5,136 shares; 2025Q2: 6,836 shares; 2025Q3: 6,837 shares; 2025Q4: 7,017 shares; 2026Q1: 7,257 shares; 2026Q2: 5,963 shares 5,963 $874K 0.28% -1,294 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,982 shares; 2025Q1: 8,583 shares; 2025Q2: 8,294 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares; 2026Q1: 8,251 shares; 2026Q2: 7,602 shares 7,602 $861K 0.27% -649 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 7,088 shares; 2026Q2: 9,601 shares 9,601 $856K 0.27% +2,513 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 167 shares; 2026Q2: 22,709 shares 22,709 $853K 0.27% +22,542 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,347 shares; 2025Q1: 9,482 shares; 2025Q2: 9,553 shares; 2025Q3: 11,540 shares; 2025Q4: 13,415 shares; 2026Q1: 13,299 shares; 2026Q2: 11,498 shares 11,498 $838K 0.26% -1,801 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $837K 0.26% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,263 shares; 2026Q2: 3,246 shares 3,246 $829K 0.26% -17 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,931 shares; 2025Q1: 12,871 shares; 2025Q2: 11,335 shares; 2025Q3: 10,904 shares; 2025Q4: 10,453 shares; 2026Q1: 10,428 shares; 2026Q2: 9,081 shares 9,081 $818K 0.26% -1,347 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,808 shares; 2025Q1: 6,755 shares; 2025Q2: 6,656 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares; 2026Q1: 6,340 shares; 2026Q2: 5,798 shares 5,798 $810K 0.26% -542 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,359 shares; 2025Q2: 1,459 shares; 2025Q3: 784 shares; 2025Q4: 774 shares; 2026Q1: 1,112 shares; 2026Q2: 1,384 shares 1,384 $804K 0.25% +272 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,240 shares; 2025Q2: 2,278 shares; 2025Q3: 2,216 shares; 2025Q4: 2,291 shares; 2026Q1: 2,431 shares; 2026Q2: 2,250 shares 2,250 $794K 0.25% -181 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,517 shares 19,517 $792K 0.25% new 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; 2024Q3: not loaded; 2024Q4: 19,792 shares; 2025Q1: 21,555 shares; 2025Q2: 20,536 shares; 2025Q3: 20,290 shares; 2025Q4: 16,764 shares; 2026Q1: 15,602 shares; 2026Q2: 15,227 shares 15,227 $787K 0.25% -375 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,590 shares; 2025Q1: 2,085 shares; 2025Q2: 2,263 shares; 2025Q3: 2,271 shares; 2025Q4: 2,338 shares; 2026Q1: 2,579 shares; 2026Q2: 1,880 shares 1,880 $782K 0.25% -699 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,047 shares; 2025Q1: 13,547 shares; 2025Q2: 13,089 shares; 2025Q3: 12,835 shares; 2025Q4: 12,837 shares; 2026Q1: 12,783 shares; 2026Q2: 10,530 shares 10,530 $772K 0.24% -2,253 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,403 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,209 shares; 2026Q1: 1,124 shares; 2026Q2: 25,774 shares 25,774 $757K 0.24% +24,650 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,996 shares; 2025Q1: 11,113 shares; 2025Q2: 11,117 shares; 2025Q3: 10,983 shares; 2025Q4: 10,579 shares; 2026Q1: 10,511 shares; 2026Q2: 10,826 shares 10,826 $732K 0.23% +315 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 12,620 shares; 2025Q2: 12,980 shares; 2025Q3: 15,280 shares; 2025Q4: 16,270 shares; 2026Q1: 14,150 shares; 2026Q2: 13,750 shares 13,750 $706K 0.22% -400 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,872 shares; 2025Q1: 16,282 shares; 2025Q2: 21,990 shares; 2025Q3: 22,860 shares; 2025Q4: 25,427 shares; 2026Q1: 27,270 shares; 2026Q2: 27,902 shares 27,902 $664K 0.21% +632 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,806 shares; 2025Q1: 12,683 shares; 2025Q2: 16,025 shares; 2025Q3: 16,028 shares; 2025Q4: 16,732 shares; 2026Q1: 16,964 shares; 2026Q2: 15,566 shares 15,566 $664K 0.21% -1,398 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,540 shares; 2025Q1: 37,464 shares; 2025Q2: 38,140 shares; 2025Q3: 36,923 shares; 2025Q4: 35,467 shares; 2026Q1: 38,164 shares; 2026Q2: 31,974 shares 31,974 $663K 0.21% -6,190 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,431 shares; 2025Q1: 11,721 shares; 2025Q2: 12,019 shares; 2025Q3: 11,205 shares; 2025Q4: 11,570 shares; 2026Q1: 11,703 shares; 2026Q2: 7,882 shares 7,882 $641K 0.2% -3,821 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,286 shares; 2025Q1: 5,236 shares; 2025Q2: 5,039 shares; 2025Q3: 4,463 shares; 2025Q4: 4,188 shares; 2026Q1: 4,140 shares; 2026Q2: 4,284 shares 4,284 $640K 0.2% +144 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; 2024Q3: not loaded; 2024Q4: 14,440 shares; 2025Q1: 13,086 shares; 2025Q2: 13,210 shares; 2025Q3: 13,041 shares; 2025Q4: 12,844 shares; 2026Q1: 11,477 shares; 2026Q2: 8,404 shares 8,404 $617K 0.19% -3,073 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,642 shares; 2025Q1: 1,830 shares; 2025Q2: 1,825 shares; 2025Q3: 1,686 shares; 2025Q4: 1,898 shares; 2026Q1: 1,829 shares; 2026Q2: 1,637 shares 1,637 $613K 0.19% -192 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,744 shares; 2025Q1: 9,982 shares; 2025Q2: 9,366 shares; 2025Q3: 12,902 shares; 2025Q4: 15,159 shares; 2026Q1: 16,309 shares; 2026Q2: 16,779 shares 16,779 $609K 0.19% +470 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; 2024Q3: not loaded; 2024Q4: 3,659 shares; 2025Q1: 4,515 shares; 2025Q2: 4,053 shares; 2025Q3: 3,696 shares; 2025Q4: 8,516 shares; 2026Q1: 11,380 shares; 2026Q2: 11,364 shares 11,364 $604K 0.19% -16 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; 2024Q3: not loaded; 2024Q4: 1,901 shares; 2025Q1: 1,503 shares; 2025Q2: 1,680 shares; 2025Q3: 1,699 shares; 2025Q4: 3,037 shares; 2026Q1: 5,759 shares; 2026Q2: 6,503 shares 6,503 $600K 0.19% +744 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 971 shares; 2025Q1: 1,098 shares; 2025Q2: 1,125 shares; 2025Q3: 1,165 shares; 2025Q4: 1,178 shares; 2026Q1: 1,382 shares; 2026Q2: 1,421 shares 1,421 $598K 0.19% +39 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 3,352 shares 3,352 $597K 0.19% +3,209 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 10,636 shares; 2026Q2: 13,768 shares 13,768 $596K 0.19% +3,132 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 710 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 4,353 shares 4,353 $555K 0.18% +3,674 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,165 shares; 2025Q1: 15,865 shares; 2025Q2: 15,940 shares; 2025Q3: 16,140 shares; 2025Q4: 15,790 shares; 2026Q1: 15,650 shares; 2026Q2: 13,700 shares 13,700 $552K 0.17% -1,950 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,488 shares; 2025Q1: 7,826 shares; 2025Q2: 8,257 shares; 2025Q3: 8,314 shares; 2025Q4: 9,555 shares; 2026Q1: 9,558 shares; 2026Q2: 9,656 shares 9,656 $550K 0.17% +98 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,520 shares; 2025Q1: 21,330 shares; 2025Q2: 21,310 shares; 2025Q3: 20,920 shares; 2025Q4: 15,560 shares; 2026Q1: 13,810 shares; 2026Q2: 10,390 shares 10,390 $529K 0.17% -3,420 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 3,210 shares; 2025Q2: 10,840 shares; 2025Q3: 17,571 shares; 2025Q4: 19,256 shares; 2026Q1: 20,155 shares; 2026Q2: 5,355 shares 5,355 $527K 0.17% -14,800 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,526 shares; 2025Q2: 1,834 shares; 2025Q3: 1,861 shares; 2025Q4: 1,539 shares; 2026Q1: 1,364 shares; 2026Q2: 1,403 shares 1,403 $517K 0.16% +39 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 789 shares; 2025Q1: 856 shares; 2025Q2: 816 shares; 2025Q3: 739 shares; 2025Q4: 790 shares; 2026Q1: 732 shares; 2026Q2: 542 shares 542 $507K 0.16% -190 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,086 shares; 2026Q2: 10,191 shares 10,191 $505K 0.16% +8,105 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 570 shares; 2025Q1: 694 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 838 shares; 2026Q1: 869 shares; 2026Q2: 879 shares 879 $495K 0.16% +10 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,450 shares; 2025Q1: 6,645 shares; 2025Q2: 6,362 shares; 2025Q3: 6,574 shares; 2025Q4: 7,432 shares; 2026Q1: 7,309 shares; 2026Q2: 7,178 shares 7,178 $485K 0.15% -131 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 1,071 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,226 shares; 2026Q1: 1,282 shares; 2026Q2: 1,962 shares 1,962 $483K 0.15% +680 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,468 shares; 2025Q1: 35,528 shares; 2025Q2: 35,968 shares; 2025Q3: 35,866 shares; 2025Q4: 36,252 shares; 2026Q1: 39,054 shares; 2026Q2: 34,616 shares 34,616 $481K 0.15% -4,438 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,285 shares; 2025Q1: 2,805 shares; 2025Q2: 2,713 shares; 2025Q3: 2,710 shares; 2025Q4: 2,633 shares; 2026Q1: 2,546 shares; 2026Q2: 1,877 shares 1,877 $472K 0.15% -669 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $472K 0.15% 0 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 10,725 shares; 2026Q2: 9,725 shares 9,725 $456K 0.14% -1,000 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 11,850 shares 11,850 $450K 0.14% +11,250 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,155 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 1,829 shares; 2025Q4: 1,576 shares; 2026Q1: 1,457 shares; 2026Q2: 1,454 shares 1,454 $450K 0.14% -3 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,632 shares; 2025Q1: 6,945 shares; 2025Q2: 6,901 shares; 2025Q3: 6,902 shares; 2025Q4: 6,903 shares; 2026Q1: 6,886 shares; 2026Q2: 6,214 shares 6,214 $445K 0.14% -672 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 833 shares 833 $445K 0.14% -387 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,461 shares; 2025Q1: 7,619 shares; 2025Q2: 7,474 shares; 2025Q3: 7,719 shares; 2025Q4: 8,104 shares; 2026Q1: 7,827 shares; 2026Q2: 7,834 shares 7,834 $443K 0.14% +7 Timeline GTO 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; 2024Q3: not loaded; 2024Q4: 12,673 shares; 2025Q1: 11,934 shares; 2025Q2: 10,658 shares; 2025Q3: 10,261 shares; 2025Q4: 9,767 shares; 2026Q1: 9,487 shares; 2026Q2: 9,258 shares 9,258 $434K 0.14% -229 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,721 shares; 2025Q1: 2,335 shares; 2025Q2: 2,327 shares; 2025Q3: 2,328 shares; 2025Q4: 2,728 shares; 2026Q1: 3,202 shares; 2026Q2: 3,186 shares 3,186 $431K 0.14% -16 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,542 shares; 2025Q1: 3,014 shares; 2025Q2: 2,895 shares; 2025Q3: 2,891 shares; 2025Q4: 2,878 shares; 2026Q1: 3,091 shares; 2026Q2: 2,913 shares 2,913 $427K 0.13% -178 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,903 shares; 2026Q2: 3,198 shares 3,198 $426K 0.13% +295 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,173 shares; 2026Q2: 1,282 shares 1,282 $423K 0.13% +109 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,219 shares; 2025Q2: 3,001 shares; 2025Q3: 2,756 shares; 2025Q4: 2,378 shares; 2026Q1: 2,162 shares; 2026Q2: 2,118 shares 2,118 $423K 0.13% -44 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,733 shares; 2025Q4: 5,733 shares; 2026Q1: 5,134 shares; 2026Q2: 5,038 shares 5,038 $422K 0.13% -96 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 393 shares; 2025Q1: 434 shares; 2025Q2: 539 shares; 2025Q3: 545 shares; 2025Q4: 1,085 shares; 2026Q1: 1,184 shares; 2026Q2: 1,381 shares 1,381 $419K 0.13% +197 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,115 shares; 2025Q2: 1,171 shares; 2025Q3: 1,172 shares; 2025Q4: 1,099 shares; 2026Q1: 1,250 shares; 2026Q2: 1,141 shares 1,141 $413K 0.13% -109 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,880 shares; 2025Q1: 15,222 shares; 2025Q2: 13,280 shares; 2025Q3: 12,619 shares; 2025Q4: 11,762 shares; 2026Q1: 12,396 shares; 2026Q2: 11,724 shares 11,724 $413K 0.13% -672 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,210 shares; 2025Q1: 2,304 shares; 2025Q2: 2,194 shares; 2025Q3: 2,255 shares; 2025Q4: 2,256 shares; 2026Q1: 2,809 shares; 2026Q2: 2,452 shares 2,452 $407K 0.13% -357 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,225 shares; 2025Q1: 2,081 shares; 2025Q2: 2,487 shares; 2025Q3: 2,636 shares; 2025Q4: 3,155 shares; 2026Q1: 3,139 shares; 2026Q2: 2,382 shares 2,382 $403K 0.13% -757 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,964 shares; 2025Q1: 94,394 shares; 2025Q2: 73,891 shares; 2025Q3: 54,168 shares; 2025Q4: 45,415 shares; 2026Q1: 17,046 shares; 2026Q2: 12,654 shares 12,654 $401K 0.13% -4,392 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 22,700 shares; 2026Q1: 22,700 shares; 2026Q2: 22,700 shares 22,700 $398K 0.13% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 1,040 shares 1,040 $398K 0.13% +1,030 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 584 shares; 2025Q1: 508 shares; 2025Q2: 468 shares; 2025Q3: 337 shares; 2025Q4: 287 shares; 2026Q1: 266 shares; 2026Q2: 4,146 shares 4,146 $396K 0.12% +3,880 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,397 shares; 2025Q1: 6,290 shares; 2025Q2: 6,061 shares; 2025Q3: 5,760 shares; 2025Q4: 6,305 shares; 2026Q1: 2,829 shares; 2026Q2: 2,481 shares 2,481 $394K 0.12% -348 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125,353 shares; 2025Q1: 125,353 shares; 2025Q2: 111,484 shares; 2025Q3: 117,684 shares; 2025Q4: 112,725 shares; 2026Q1: 111,352 shares; 2026Q2: 71,788 shares 71,788 $391K 0.12% -39,564 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,410 shares; 2025Q1: 8,338 shares; 2025Q2: 7,048 shares; 2025Q3: 6,825 shares; 2025Q4: 6,556 shares; 2026Q1: 6,381 shares; 2026Q2: 2,684 shares 2,684 $389K 0.12% -3,697 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; 2024Q3: not loaded; 2024Q4: 3,685 shares; 2025Q1: 4,074 shares; 2025Q2: 4,844 shares; 2025Q3: 5,416 shares; 2025Q4: 6,939 shares; 2026Q1: 7,688 shares; 2026Q2: 8,101 shares 8,101 $382K 0.12% +413 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 321 shares 321 $378K 0.12% -43 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,938 shares; 2025Q1: 2,981 shares; 2025Q2: 2,895 shares; 2025Q3: 2,858 shares; 2025Q4: 3,073 shares; 2026Q1: 3,155 shares; 2026Q2: 2,850 shares 2,850 $377K 0.12% -305 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 7,756 shares 7,756 $377K 0.12% +7,665 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,303 shares; 2025Q1: 16,533 shares; 2025Q2: 17,631 shares; 2025Q3: 16,677 shares; 2025Q4: 16,446 shares; 2026Q1: 17,792 shares; 2026Q2: 15,343 shares 15,343 $376K 0.12% -2,449 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,844 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,356 shares; 2025Q4: 2,357 shares; 2026Q1: 2,476 shares; 2026Q2: 2,676 shares 2,676 $375K 0.12% +200 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,903 shares; 2025Q1: 9,149 shares; 2025Q2: 9,150 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares; 2026Q1: 10,294 shares; 2026Q2: 13,507 shares 13,507 $374K 0.12% +3,213 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 2,411 shares; 2025Q2: 2,271 shares; 2025Q3: 2,070 shares; 2025Q4: 1,641 shares; 2026Q1: 2,596 shares; 2026Q2: 3,141 shares 3,141 $366K 0.12% +545 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,287 shares; 2025Q2: 7,450 shares; 2025Q3: 7,171 shares; 2025Q4: 7,452 shares; 2026Q1: 7,921 shares; 2026Q2: 9,125 shares 9,125 $363K 0.11% +1,204 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,566 shares; 2025Q1: 1,184 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,216 shares; 2026Q1: 1,180 shares; 2026Q2: 5,908 shares 5,908 $363K 0.11% +4,728 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 523 shares; 2025Q4: 524 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $360K 0.11% 0 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,615 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,529 shares; 2025Q4: 5,562 shares; 2026Q1: 5,415 shares; 2026Q2: 5,415 shares 5,415 $355K 0.11% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 2,008 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $351K 0.11% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,792 shares; 2025Q1: 1,610 shares; 2025Q2: 1,511 shares; 2025Q3: 1,406 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares; 2026Q2: 1,662 shares 1,662 $350K 0.11% -95 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; 2024Q3: not loaded; 2024Q4: 10,980 shares; 2025Q1: 26,605 shares; 2025Q2: 45,966 shares; 2025Q3: 41,531 shares; 2025Q4: 40,476 shares; 2026Q1: 21,552 shares; 2026Q2: 6,982 shares 6,982 $350K 0.11% -14,570 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,911 shares; 2025Q1: 17,764 shares; 2025Q2: 15,024 shares; 2025Q3: 14,448 shares; 2025Q4: 13,197 shares; 2026Q1: 13,174 shares; 2026Q2: 8,267 shares 8,267 $348K 0.11% -4,907 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,319 shares; 2025Q1: 10,089 shares; 2025Q2: 9,310 shares; 2025Q3: 9,317 shares; 2025Q4: 9,434 shares; 2026Q1: 8,366 shares; 2026Q2: 6,629 shares 6,629 $346K 0.11% -1,737 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,447 shares; 2025Q1: 8,447 shares; 2025Q2: 8,447 shares; 2025Q3: 8,447 shares; 2025Q4: 8,447 shares; 2026Q1: 8,447 shares; 2026Q2: 8,447 shares 8,447 $337K 0.11% 0 Timeline OBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,900 shares; 2026Q1: 14,100 shares; 2026Q2: 12,800 shares 12,800 $330K 0.1% -1,300 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,797 shares; 2025Q1: 7,921 shares; 2025Q2: 7,899 shares; 2025Q3: 7,015 shares; 2025Q4: 6,309 shares; 2026Q1: 3,888 shares; 2026Q2: 3,577 shares 3,577 $325K 0.1% -311 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,746 shares; 2025Q1: 1,444 shares; 2025Q2: 1,445 shares; 2025Q3: 1,332 shares; 2025Q4: 1,833 shares; 2026Q1: 1,834 shares; 2026Q2: 1,774 shares 1,774 $321K 0.1% -60 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,219 shares; 2025Q1: 4,646 shares; 2025Q2: 4,658 shares; 2025Q3: 4,661 shares; 2025Q4: 4,482 shares; 2026Q1: 4,050 shares; 2026Q2: 4,078 shares 4,078 $314K 0.1% +28 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares; 2026Q2: 10,000 shares 10,000 $314K 0.1% +1,000 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,180 shares; 2025Q1: 6,242 shares; 2025Q2: 6,214 shares; 2025Q3: 6,252 shares; 2025Q4: 6,302 shares; 2026Q1: 6,396 shares; 2026Q2: 3,254 shares 3,254 $314K 0.1% -3,142 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,678 shares; 2025Q1: 7,846 shares; 2025Q2: 6,443 shares; 2025Q3: 5,896 shares; 2025Q4: 6,291 shares; 2026Q1: 5,800 shares; 2026Q2: 5,798 shares 5,798 $311K 0.1% -2 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 244 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 267 shares 267 $308K 0.1% +250 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,518 shares; 2025Q1: 6,182 shares; 2025Q2: 5,275 shares; 2025Q3: 5,080 shares; 2025Q4: 5,146 shares; 2026Q1: 4,684 shares; 2026Q2: 4,387 shares 4,387 $306K 0.1% -297 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 4,177 shares; 2025Q2: 4,366 shares; 2025Q3: 3,970 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 3,419 shares 3,419 $306K 0.1% -79 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,629 shares; 2025Q1: 8,348 shares; 2025Q2: 7,138 shares; 2025Q3: 5,083 shares; 2025Q4: 4,791 shares; 2026Q1: 4,691 shares; 2026Q2: 4,548 shares 4,548 $305K 0.1% -143 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,662 shares; 2025Q1: 11,071 shares; 2025Q2: 11,171 shares; 2025Q3: 11,020 shares; 2025Q4: 9,677 shares; 2026Q1: 8,933 shares; 2026Q2: 7,168 shares 7,168 $304K 0.1% -1,765 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 371 shares; 2025Q4: 428 shares; 2026Q1: 505 shares; 2026Q2: 2,525 shares 2,525 $302K 0.1% +2,020 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,273 shares; 2025Q1: 6,348 shares; 2025Q2: 6,828 shares; 2025Q3: 6,828 shares; 2025Q4: 6,828 shares; 2026Q1: 7,316 shares; 2026Q2: 3,399 shares 3,399 $301K 0.09% -3,917 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 847 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 921 shares; 2026Q1: 917 shares; 2026Q2: 600 shares 600 $300K 0.09% -317 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,551 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,572 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares; 2026Q2: 2,072 shares 2,072 $297K 0.09% -580 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 3,835 shares 3,835 $292K 0.09% +3,817 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 283 shares; 2025Q1: 241 shares; 2025Q2: 5,928 shares; 2025Q3: 9,119 shares; 2025Q4: 11,115 shares; 2026Q1: 11,115 shares; 2026Q2: 10,825 shares 10,825 $283K 0.09% -290 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 4,972 shares; 2025Q2: 4,641 shares; 2025Q3: 4,373 shares; 2025Q4: 4,036 shares; 2026Q1: 3,971 shares; 2026Q2: 3,732 shares 3,732 $283K 0.09% -239 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,034 shares; 2025Q1: 3,130 shares; 2025Q2: 3,103 shares; 2025Q3: 3,052 shares; 2025Q4: 3,029 shares; 2026Q1: 2,953 shares; 2026Q2: 2,722 shares 2,722 $283K 0.09% -231 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 771 shares 771 $281K 0.09% -75 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,940 shares; 2025Q1: 5,212 shares; 2025Q2: 5,228 shares; 2025Q3: 5,250 shares; 2025Q4: 5,215 shares; 2026Q1: 5,236 shares; 2026Q2: 4,591 shares 4,591 $281K 0.09% -645 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,414 shares; 2025Q1: 35,206 shares; 2025Q2: 35,969 shares; 2025Q3: 35,556 shares; 2025Q4: 34,708 shares; 2026Q1: 34,576 shares; 2026Q2: 21,319 shares 21,319 $276K 0.09% -13,257 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,710 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 1,005 shares 1,005 $275K 0.09% -950 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $274K 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 578 shares; 2026Q2: 573 shares 573 $274K 0.09% -5 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 12,143 shares; 2025Q3: 12,895 shares; 2025Q4: 15,178 shares; 2026Q1: 13,243 shares; 2026Q2: 12,700 shares 12,700 $272K 0.09% -543 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,178 shares; 2025Q1: 25,194 shares; 2025Q2: 25,194 shares; 2025Q3: 22,894 shares; 2025Q4: 20,594 shares; 2026Q1: 14,329 shares; 2026Q2: 10,579 shares 10,579 $270K 0.09% -3,750 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 837 shares; 2025Q1: 1,418 shares; 2025Q2: 1,011 shares; 2025Q3: 665 shares; 2025Q4: 906 shares; 2026Q1: 1,451 shares; 2026Q2: 1,437 shares 1,437 $267K 0.08% -14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 647 shares; 2025Q1: 722 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,405 shares 1,405 $260K 0.08% -82 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 646 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $259K 0.08% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 711 shares; 2026Q1: 676 shares; 2026Q2: 666 shares 666 $258K 0.08% -10 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,869 shares; 2025Q1: 2,941 shares; 2025Q2: 2,618 shares; 2025Q3: 2,596 shares; 2025Q4: 3,221 shares; 2026Q1: 3,288 shares; 2026Q2: 3,078 shares 3,078 $253K 0.08% -210 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares; 2026Q2: 1,226 shares 1,226 $251K 0.08% -268 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,974 shares; 2025Q1: 2,742 shares; 2025Q2: 2,690 shares; 2025Q3: 2,697 shares; 2025Q4: 2,562 shares; 2026Q1: 2,566 shares; 2026Q2: 2,424 shares 2,424 $251K 0.08% -142 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,479 shares; 2025Q1: 10,635 shares; 2025Q2: 8,055 shares; 2025Q3: 7,028 shares; 2025Q4: 7,066 shares; 2026Q1: 5,883 shares; 2026Q2: 5,659 shares 5,659 $247K 0.08% -224 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,882 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 1,690 shares 1,690 $247K 0.08% -265 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,699 shares; 2026Q1: 2,554 shares; 2026Q2: 1,388 shares 1,388 $245K 0.08% -1,166 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,302 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 694 shares 694 $238K 0.08% -483 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 402 shares; 2025Q1: 336 shares; 2025Q2: 280 shares; 2025Q3: 361 shares; 2025Q4: 853 shares; 2026Q1: 2,930 shares; 2026Q2: 3,145 shares 3,145 $237K 0.07% +215 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,933 shares; 2025Q1: 3,707 shares; 2025Q2: 3,560 shares; 2025Q3: 3,264 shares; 2025Q4: 3,792 shares; 2026Q1: 3,823 shares; 2026Q2: 3,294 shares 3,294 $237K 0.07% -529 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,446 shares; 2025Q2: 5,450 shares; 2025Q3: 5,478 shares; 2025Q4: 5,337 shares; 2026Q1: 5,685 shares; 2026Q2: 5,549 shares 5,549 $237K 0.07% -136 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 2,537 shares 2,537 $235K 0.07% +1,437 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,363 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,572 shares; 2026Q1: 1,527 shares; 2026Q2: 1,166 shares 1,166 $234K 0.07% -361 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,649 shares; 2025Q2: 22,830 shares; 2025Q3: 22,830 shares; 2025Q4: 21,117 shares; 2026Q1: 20,046 shares; 2026Q2: 12,389 shares 12,389 $232K 0.07% -7,657 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares; 2026Q2: 3,030 shares 3,030 $231K 0.07% +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; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,025 shares 1,025 $228K 0.07% -60 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 479 shares; 2025Q2: 405 shares; 2025Q3: 404 shares; 2025Q4: 392 shares; 2026Q1: 459 shares; 2026Q2: 2,567 shares 2,567 $225K 0.07% +2,108 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,963 shares; 2025Q1: 3,642 shares; 2025Q2: 3,773 shares; 2025Q3: 3,639 shares; 2025Q4: 3,639 shares; 2026Q1: 3,615 shares; 2026Q2: 1,689 shares 1,689 $223K 0.07% -1,926 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 40 shares; 2026Q2: 895 shares 895 $221K 0.07% +855 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,464 shares; 2025Q1: 3,271 shares; 2025Q2: 3,082 shares; 2025Q3: 2,964 shares; 2025Q4: 2,913 shares; 2026Q1: 2,921 shares; 2026Q2: 3,052 shares 3,052 $220K 0.07% +131 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,438 shares; 2025Q1: 7,479 shares; 2025Q2: 5,859 shares; 2025Q3: 5,889 shares; 2025Q4: 4,614 shares; 2026Q1: 4,382 shares; 2026Q2: 2,431 shares 2,431 $219K 0.07% -1,951 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares; 2025Q4: 2,426 shares; 2026Q1: 2,677 shares; 2026Q2: 2,765 shares 2,765 $214K 0.07% +88 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 426 shares; 2025Q1: 454 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 425 shares; 2026Q2: 409 shares 409 $213K 0.07% -16 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,375 shares; 2026Q2: 1,112 shares 1,112 $213K 0.07% -263 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,483 shares; 2025Q2: 3,139 shares; 2025Q3: 3,019 shares; 2025Q4: 2,775 shares; 2026Q1: 2,121 shares; 2026Q2: 2,046 shares 2,046 $213K 0.07% -75 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $211K 0.07% new Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 3,419 shares 3,419 $209K 0.07% +3,275 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $208K 0.07% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 755 shares; 2025Q2: 753 shares; 2025Q3: 752 shares; 2025Q4: 733 shares; 2026Q1: 936 shares; 2026Q2: 3,200 shares 3,200 $205K 0.06% +2,264 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,745 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares; 2025Q4: 13,685 shares; 2026Q1: 13,367 shares; 2026Q2: 2,897 shares 2,897 $205K 0.06% -10,470 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 5,850 shares; 2025Q4: 7,850 shares; 2026Q1: 9,850 shares; 2026Q2: 9,850 shares 9,850 $204K 0.06% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,646 shares; 2025Q3: 1,647 shares; 2025Q4: 1,628 shares; 2026Q1: 1,629 shares; 2026Q2: 2,304 shares 2,304 $203K 0.06% +675 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares; 2026Q2: 2,592 shares 2,592 $202K 0.06% -1,620 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,961 shares; 2025Q1: 35,961 shares; 2025Q2: 32,975 shares; 2025Q3: 34,755 shares; 2025Q4: 32,463 shares; 2026Q1: 31,016 shares; 2026Q2: 11,168 shares 11,168 $200K 0.06% -19,848 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares; 2026Q2: 3,415 shares 3,415 $199K 0.06% -300 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,502 shares 2,502 $198K 0.06% +2 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,501 shares 1,501 $198K 0.06% +1 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 774 shares 774 $197K 0.06% +767 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,794 shares; 2025Q1: 6,323 shares; 2025Q2: 6,367 shares; 2025Q3: 5,336 shares; 2025Q4: 5,820 shares; 2026Q1: 5,820 shares; 2026Q2: 5,322 shares 5,322 $196K 0.06% -498 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; 2024Q3: not loaded; 2024Q4: 3,145 shares; 2025Q1: 3,212 shares; 2025Q2: 3,267 shares; 2025Q3: 3,412 shares; 2025Q4: 3,657 shares; 2026Q1: 3,645 shares; 2026Q2: 3,547 shares 3,547 $195K 0.06% -98 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 1,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,576 shares 5,576 $194K 0.06% +226 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,587 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,187 shares 1,187 $192K 0.06% -200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $192K 0.06% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,153 shares; 2025Q1: 1,845 shares; 2025Q2: 1,189 shares; 2025Q3: 1,149 shares; 2025Q4: 827 shares; 2026Q1: 779 shares; 2026Q2: 778 shares 778 $190K 0.06% -1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,645 shares 1,645 $181K 0.06% +225 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,261 shares; 2025Q1: 2,180 shares; 2025Q2: 2,210 shares; 2025Q3: 2,197 shares; 2025Q4: 2,200 shares; 2026Q1: 2,203 shares; 2026Q2: 1,957 shares 1,957 $180K 0.06% -246 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,500 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,169 shares; 2026Q1: 4,169 shares; 2026Q2: 6,100 shares 6,100 $179K 0.06% +1,931 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,096 shares; 2025Q1: 6,750 shares; 2025Q2: 5,004 shares; 2025Q3: 5,842 shares; 2025Q4: 5,527 shares; 2026Q1: 5,540 shares; 2026Q2: 4,985 shares 4,985 $174K 0.05% -555 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,315 shares; 2025Q1: 7,818 shares; 2025Q2: 8,090 shares; 2025Q3: 7,820 shares; 2025Q4: 7,572 shares; 2026Q1: 7,793 shares; 2026Q2: 7,735 shares 7,735 $173K 0.05% -58 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: 2,369 shares; 2025Q2: 2,244 shares; 2025Q3: 2,229 shares; 2025Q4: 2,201 shares; 2026Q1: 2,197 shares; 2026Q2: 1,423 shares 1,423 $173K 0.05% -774 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares; 2025Q2: 3,150 shares; 2025Q3: 3,208 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares; 2026Q2: 3,284 shares 3,284 $172K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 962 shares; 2025Q1: 964 shares; 2025Q2: 995 shares; 2025Q3: 1,056 shares; 2025Q4: 425 shares; 2026Q1: 396 shares; 2026Q2: 1,800 shares 1,800 $172K 0.05% +1,404 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 793 shares 793 $172K 0.05% +778 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,979 shares; 2025Q1: 9,534 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 7,392 shares; 2026Q1: 7,292 shares; 2026Q2: 4,339 shares 4,339 $171K 0.05% -2,953 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares 633 $171K 0.05% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares; 2026Q2: 1,779 shares 1,779 $169K 0.05% -4,501 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $167K 0.05% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,168 shares; 2025Q3: 16,372 shares; 2025Q4: 16,372 shares; 2026Q1: 16,763 shares; 2026Q2: 16,963 shares 16,963 $165K 0.05% +200 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,743 shares 1,743 $164K 0.05% new 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; 2024Q3: not loaded; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares; 2026Q2: 4,525 shares 4,525 $163K 0.05% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,588 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,536 shares; 2026Q1: 2,516 shares; 2026Q2: 1,947 shares 1,947 $163K 0.05% -569 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 681 shares; 2026Q2: 474 shares 474 $163K 0.05% -207 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 850 shares; 2025Q3: 1,050 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $162K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,923 shares; 2025Q1: 1,973 shares; 2025Q2: 1,923 shares; 2025Q3: 1,922 shares; 2025Q4: 1,865 shares; 2026Q1: 1,747 shares; 2026Q2: 1,774 shares 1,774 $161K 0.05% +27 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 4,309 shares; 2026Q2: 4,316 shares 4,316 $161K 0.05% +7 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 762 shares; 2025Q1: 773 shares; 2025Q2: 798 shares; 2025Q3: 781 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 474 shares 474 $160K 0.05% -311 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,521 shares; 2025Q1: 4,104 shares; 2025Q2: 3,983 shares; 2025Q3: 3,985 shares; 2025Q4: 3,875 shares; 2026Q1: 3,880 shares; 2026Q2: 3,878 shares 3,878 $159K 0.05% -2 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 4,810 shares; 2026Q1: 4,810 shares; 2026Q2: 5,265 shares 5,265 $159K 0.05% +455 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,305 shares 3,305 $159K 0.05% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 282 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 243 shares; 2026Q1: 216 shares; 2026Q2: 246 shares 246 $156K 0.05% +30 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 305 shares; 2026Q1: 350 shares; 2026Q2: 493 shares 493 $155K 0.05% +143 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 188 shares; 2025Q4: 2,330 shares; 2026Q1: 2,471 shares; 2026Q2: 2,172 shares 2,172 $155K 0.05% -299 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,760 shares; 2025Q1: 1,434 shares; 2025Q2: 1,418 shares; 2025Q3: 1,420 shares; 2025Q4: 1,588 shares; 2026Q1: 1,611 shares; 2026Q2: 1,205 shares 1,205 $153K 0.05% -406 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,750 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,330 shares; 2026Q2: 6,100 shares 6,100 $152K 0.05% -230 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares; 2026Q2: 4,117 shares 4,117 $150K 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 81 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $149K 0.05% 0 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; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3,048 shares 3,048 $149K 0.05% +3,045 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 765 shares; 2025Q1: 1,046 shares; 2025Q2: 997 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 696 shares; 2026Q2: 863 shares 863 $149K 0.05% +167 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,279 shares 1,279 $148K 0.05% -110 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; 2024Q3: not loaded; 2024Q4: 2,151 shares; 2025Q1: 1,920 shares; 2025Q2: 1,856 shares; 2025Q3: 1,858 shares; 2025Q4: 1,794 shares; 2026Q1: 1,796 shares; 2026Q2: 1,791 shares 1,791 $144K 0.05% -5 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 649 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 675 shares 675 $144K 0.05% +22 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,178 shares; 2025Q1: 8,091 shares; 2025Q2: 8,656 shares; 2025Q3: 13,395 shares; 2025Q4: 12,311 shares; 2026Q1: 12,529 shares; 2026Q2: 8,580 shares 8,580 $143K 0.05% -3,949 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 638 shares; 2026Q2: 417 shares 417 $142K 0.04% -221 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 788 shares; 2026Q1: 1,326 shares; 2026Q2: 1,466 shares 1,466 $142K 0.04% +140 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,438 shares; 2025Q1: 3,374 shares; 2025Q2: 3,392 shares; 2025Q3: 3,342 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares; 2026Q2: 3,133 shares 3,133 $141K 0.04% -252 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,369 shares; 2025Q1: 1,572 shares; 2025Q2: 1,486 shares; 2025Q3: 1,333 shares; 2025Q4: 1,318 shares; 2026Q1: 1,323 shares; 2026Q2: 649 shares 649 $140K 0.04% -674 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,835 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 2,755 shares; 2025Q4: 2,628 shares; 2026Q1: 2,240 shares; 2026Q2: 2,226 shares 2,226 $140K 0.04% -14 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 3,846 shares 3,846 $140K 0.04% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 652 shares; 2026Q2: 1,144 shares 1,144 $138K 0.04% +492 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; 2024Q3: not loaded; 2024Q4: 1,108 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 452 shares 452 $135K 0.04% -693 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,131 shares; 2025Q1: 3,145 shares; 2025Q2: 3,156 shares; 2025Q3: 3,070 shares; 2025Q4: 3,083 shares; 2026Q1: 3,094 shares; 2026Q2: 3,105 shares 3,105 $135K 0.04% +11 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,339 shares; 2025Q3: 2,356 shares; 2025Q4: 2,223 shares; 2026Q1: 2,181 shares; 2026Q2: 2,007 shares 2,007 $135K 0.04% -174 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,198 shares; 2025Q1: 2,419 shares; 2025Q2: 2,122 shares; 2025Q3: 2,100 shares; 2025Q4: 2,136 shares; 2026Q1: 2,172 shares; 2026Q2: 2,531 shares 2,531 $135K 0.04% +359 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,474 shares; 2025Q1: 13,293 shares; 2025Q2: 13,346 shares; 2025Q3: 12,569 shares; 2025Q4: 7,593 shares; 2026Q1: 9,155 shares; 2026Q2: 5,445 shares 5,445 $134K 0.04% -3,710 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 1,405 shares; 2025Q2: 5,585 shares; 2025Q3: 10,895 shares; 2025Q4: 27,125 shares; 2026Q1: 48,410 shares; 2026Q2: 2,850 shares 2,850 $133K 0.04% -45,560 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,328 shares; 2025Q1: 3,553 shares; 2025Q2: 3,740 shares; 2025Q3: 4,118 shares; 2025Q4: 4,195 shares; 2026Q1: 4,125 shares; 2026Q2: 4,311 shares 4,311 $131K 0.04% +186 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,769 shares; 2025Q2: 1,766 shares; 2025Q3: 1,484 shares; 2025Q4: 2,905 shares; 2026Q1: 2,846 shares; 2026Q2: 2,844 shares 2,844 $129K 0.04% -2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 318 shares; 2026Q2: 250 shares 250 $128K 0.04% -68 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $128K 0.04% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,534 shares; 2025Q1: 56,034 shares; 2025Q2: 58,205 shares; 2025Q3: 56,855 shares; 2025Q4: 56,308 shares; 2026Q1: 56,719 shares; 2026Q2: 13,188 shares 13,188 $127K 0.04% -43,531 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 5,300 shares 5,300 $126K 0.04% +5,100 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; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 645 shares 645 $126K 0.04% -360 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; 2024Q3: not loaded; 2024Q4: 1,212 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,699 shares; 2026Q2: 1,748 shares 1,748 $126K 0.04% +49 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,175 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares; 2025Q4: 966 shares; 2026Q1: 1,031 shares; 2026Q2: 1,077 shares 1,077 $126K 0.04% +46 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,829 shares; 2026Q2: 4,829 shares 4,829 $126K 0.04% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,769 shares; 2025Q2: 2,628 shares; 2025Q3: 2,420 shares; 2025Q4: 2,283 shares; 2026Q1: 2,503 shares; 2026Q2: 2,577 shares 2,577 $125K 0.04% +74 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 853 shares; 2026Q1: 994 shares; 2026Q2: 863 shares 863 $125K 0.04% -131 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $124K 0.04% 0 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,611 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares 1,561 $122K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $122K 0.04% 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; 2024Q3: not loaded; 2024Q4: 940 shares; 2025Q1: 1,062 shares; 2025Q2: 1,066 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares; 2026Q1: 1,576 shares; 2026Q2: 955 shares 955 $121K 0.04% -621 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,863 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares; 2026Q2: 1,937 shares 1,937 $121K 0.04% -1,043 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,226 shares; 2025Q2: 3,237 shares; 2025Q3: 3,100 shares; 2025Q4: 3,111 shares; 2026Q1: 3,122 shares; 2026Q2: 2,084 shares 2,084 $120K 0.04% -1,038 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $120K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,078 shares; 2025Q3: 2,901 shares; 2025Q4: 1,802 shares; 2026Q1: 1,803 shares; 2026Q2: 1,542 shares 1,542 $120K 0.04% -261 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 474 shares 474 $120K 0.04% -110 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,151 shares; 2025Q3: 1,186 shares; 2025Q4: 1,528 shares; 2026Q1: 1,561 shares; 2026Q2: 2,363 shares 2,363 $119K 0.04% +802 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,609 shares; 2025Q1: 10,294 shares; 2025Q2: 8,045 shares; 2025Q3: 6,969 shares; 2025Q4: 6,319 shares; 2026Q1: 3,619 shares; 2026Q2: 3,564 shares 3,564 $119K 0.04% -55 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 689 shares; 2025Q1: 839 shares; 2025Q2: 987 shares; 2025Q3: 1,222 shares; 2025Q4: 1,174 shares; 2026Q1: 1,155 shares; 2026Q2: 1,158 shares 1,158 $118K 0.04% +3 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 171 shares; 2025Q2: 131 shares; 2025Q3: 107 shares; 2025Q4: 103 shares; 2026Q1: 91 shares; 2026Q2: 476 shares 476 $118K 0.04% +385 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,938 shares; 2025Q1: 4,940 shares; 2025Q2: 4,892 shares; 2025Q3: 4,892 shares; 2025Q4: 4,892 shares; 2026Q1: 4,892 shares; 2026Q2: 4,592 shares 4,592 $117K 0.04% -300 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $117K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 1,072 shares; 2026Q2: 480 shares 480 $116K 0.04% -592 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,979 shares; 2025Q1: 2,069 shares; 2025Q2: 2,085 shares; 2025Q3: 2,183 shares; 2025Q4: 2,200 shares; 2026Q1: 2,255 shares; 2026Q2: 1,873 shares 1,873 $116K 0.04% -382 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 169 shares; 2025Q2: 158 shares; 2025Q3: 128 shares; 2025Q4: 108 shares; 2026Q1: 125 shares; 2026Q2: 100 shares 100 $115K 0.04% -25 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,215 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,179 shares; 2025Q4: 2,461 shares; 2026Q1: 2,425 shares; 2026Q2: 2,121 shares 2,121 $115K 0.04% -304 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,782 shares; 2025Q1: 6,782 shares; 2025Q2: 6,782 shares; 2025Q3: 6,782 shares; 2025Q4: 6,582 shares; 2026Q1: 5,365 shares; 2026Q2: 3,735 shares 3,735 $114K 0.04% -1,630 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 407 shares; 2025Q3: 607 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 2,082 shares 2,082 $114K 0.04% +1,485 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 2,655 shares; 2025Q2: 2,540 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,275 shares 2,275 $113K 0.04% -200 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,802 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares; 2026Q1: 5,922 shares; 2026Q2: 5,922 shares 5,922 $113K 0.04% 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; 2024Q3: not loaded; 2024Q4: 2,262 shares; 2025Q1: 2,359 shares; 2025Q2: 2,184 shares; 2025Q3: 2,203 shares; 2025Q4: 2,159 shares; 2026Q1: 2,104 shares; 2026Q2: 1,958 shares 1,958 $113K 0.04% -146 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,669 shares; 2025Q1: 12,728 shares; 2025Q2: 12,452 shares; 2025Q3: 13,324 shares; 2025Q4: 12,762 shares; 2026Q1: 3,350 shares; 2026Q2: 2,540 shares 2,540 $112K 0.04% -810 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 2,147 shares 2,147 $110K 0.03% +1,947 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $109K 0.03% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,149 shares; 2025Q1: 25,149 shares; 2025Q2: 25,149 shares; 2025Q3: 26,125 shares; 2025Q4: 17,915 shares; 2026Q1: 17,915 shares; 2026Q2: 10,238 shares 10,238 $107K 0.03% -7,677 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,062 shares; 2025Q1: 3,284 shares; 2025Q2: 2,823 shares; 2025Q3: 2,721 shares; 2025Q4: 2,050 shares; 2026Q1: 1,827 shares; 2026Q2: 1,880 shares 1,880 $107K 0.03% +53 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 642 shares 642 $107K 0.03% +93 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,412 shares; 2025Q1: 8,396 shares; 2025Q2: 8,396 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares; 2026Q2: 8,354 shares 8,354 $106K 0.03% -42 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $105K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 882 shares; 2025Q1: 928 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,021 shares; 2026Q1: 1,074 shares; 2026Q2: 1,105 shares 1,105 $103K 0.03% +31 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 873 shares; 2025Q4: 951 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $102K 0.03% 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; 2024Q3: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,202 shares; 2025Q2: 1,194 shares; 2025Q3: 916 shares; 2025Q4: 918 shares; 2026Q1: 1,223 shares; 2026Q2: 1,224 shares 1,224 $102K 0.03% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 1,015 shares 1,015 $102K 0.03% +675 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,197 shares; 2025Q1: 2,381 shares; 2025Q2: 2,383 shares; 2025Q3: 2,385 shares; 2025Q4: 2,127 shares; 2026Q1: 2,628 shares; 2026Q2: 1,389 shares 1,389 $101K 0.03% -1,239 Timeline FLDR 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $100K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,872 shares; 2025Q1: 2,674 shares; 2025Q2: 2,385 shares; 2025Q3: 1,520 shares; 2025Q4: 1,449 shares; 2026Q1: 1,086 shares; 2026Q2: 1,152 shares 1,152 $99.6K 0.03% +66 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,787 shares; 2025Q1: 4,116 shares; 2025Q2: 4,537 shares; 2025Q3: 4,641 shares; 2025Q4: 5,438 shares; 2026Q1: 5,639 shares; 2026Q2: 5,859 shares 5,859 $97.8K 0.03% +220 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $97K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $96.9K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 335 shares 335 $95.7K 0.03% +40 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 129 shares; 2025Q4: 635 shares; 2026Q1: 1,147 shares; 2026Q2: 959 shares 959 $95.2K 0.03% -188 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,495 shares; 2025Q1: 1,540 shares; 2025Q2: 1,508 shares; 2025Q3: 1,466 shares; 2025Q4: 1,376 shares; 2026Q1: 1,379 shares; 2026Q2: 866 shares 866 $94.8K 0.03% -513 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,138 shares; 2025Q1: 918 shares; 2025Q2: 912 shares; 2025Q3: 1,063 shares; 2025Q4: 1,114 shares; 2026Q1: 1,122 shares; 2026Q2: 1,173 shares 1,173 $94.2K 0.03% +51 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393 $93.9K 0.03% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,890 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares; 2026Q1: 6,268 shares; 2026Q2: 2,237 shares 2,237 $93.1K 0.03% -4,031 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,006 shares 1,006 $92.3K 0.03% +1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 569 shares; 2025Q2: 559 shares; 2025Q3: 569 shares; 2025Q4: 585 shares; 2026Q1: 514 shares; 2026Q2: 597 shares 597 $92.1K 0.03% +83 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $91.4K 0.03% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,951 shares; 2025Q2: 1,979 shares; 2025Q3: 1,928 shares; 2025Q4: 1,945 shares; 2026Q1: 1,932 shares; 2026Q2: 1,827 shares 1,827 $90.8K 0.03% -105 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 723 shares; 2025Q1: 790 shares; 2025Q2: 731 shares; 2025Q3: 762 shares; 2025Q4: 774 shares; 2026Q1: 763 shares; 2026Q2: 790 shares 790 $89.3K 0.03% +27 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 407 shares; 2025Q1: 758 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 766 shares; 2026Q1: 927 shares; 2026Q2: 899 shares 899 $89K 0.03% -28 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,420 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $88.9K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 258 shares; 2025Q2: 259 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: 1,964 shares; 2026Q2: 1,966 shares 1,966 $86.6K 0.03% +2 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,205 shares 1,205 $85.1K 0.03% +5 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $85K 0.03% 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; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 194 shares 194 $83.7K 0.03% -115 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 502 shares; 2025Q4: 589 shares; 2026Q1: 873 shares; 2026Q2: 1,300 shares 1,300 $82.9K 0.03% +427 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares 1,761 $82.1K 0.03% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 650 shares; 2026Q2: 658 shares 658 $82.1K 0.03% +8 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,109 shares; 2026Q2: 3,084 shares 3,084 $80.5K 0.03% +1,975 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 21 shares; 2026Q1: 18 shares; 2026Q2: 325 shares 325 $78.7K 0.02% +307 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,214 shares; 2025Q2: 1,220 shares; 2025Q3: 925 shares; 2025Q4: 715 shares; 2026Q1: 720 shares; 2026Q2: 824 shares 824 $77.6K 0.02% +104 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,592 shares; 2025Q1: 6,547 shares; 2025Q2: 6,531 shares; 2025Q3: 6,531 shares; 2025Q4: 6,533 shares; 2026Q1: 6,325 shares; 2026Q2: 950 shares 950 $77.6K 0.02% -5,375 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; 2024Q3: not loaded; 2024Q4: 5,725 shares; 2025Q1: 5,617 shares; 2025Q2: 5,760 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares 1,833 $77.6K 0.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,506 shares; 2025Q1: 9,449 shares; 2025Q2: 9,530 shares; 2025Q3: 9,135 shares; 2025Q4: 9,124 shares; 2026Q1: 9,491 shares; 2026Q2: 237 shares 237 $77.6K 0.02% -9,254 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 731 shares; 2026Q2: 1,204 shares 1,204 $77.3K 0.02% +473 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,281 shares; 2025Q1: 7,369 shares; 2025Q2: 7,487 shares; 2025Q3: 7,663 shares; 2025Q4: 8,375 shares; 2026Q1: 9,376 shares; 2026Q2: 238 shares 238 $76.4K 0.02% -9,138 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 429 shares; 2025Q1: 432 shares; 2025Q2: 435 shares; 2025Q3: 465 shares; 2025Q4: 468 shares; 2026Q1: 446 shares; 2026Q2: 449 shares 449 $76K 0.02% +3 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $74.2K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 148 shares 148 $74.2K 0.02% -415 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $73.5K 0.02% 0 Timeline FBND 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; 2024Q3: not loaded; 2024Q4: 1,352 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $73.2K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $73.2K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 149 shares 149 $73.2K 0.02% -8 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 368 shares; 2026Q2: 333 shares 333 $72.9K 0.02% -35 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $72.6K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 580 shares 580 $72K 0.02% -52 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,178 shares; 2025Q1: 2,048 shares; 2025Q2: 2,286 shares; 2025Q3: 2,368 shares; 2025Q4: 1,888 shares; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786 $71.7K 0.02% 0 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; 2024Q3: not loaded; 2024Q4: 746 shares; 2025Q1: 1,043 shares; 2025Q2: 950 shares; 2025Q3: 888 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 517 shares 517 $71.6K 0.02% -2 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 1,020 shares; 2025Q4: 1,302 shares; 2026Q1: 687 shares; 2026Q2: 507 shares 507 $71.6K 0.02% -180 Timeline AIRI AIR INDS GROUP More: the full row for AIR INDS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,944 shares; 2025Q1: 23,486 shares; 2025Q2: 23,486 shares; 2025Q3: 23,486 shares; 2025Q4: 23,486 shares; 2026Q1: 23,486 shares; 2026Q2: 23,486 shares 23,486 $70.9K 0.02% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $70.9K 0.02% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $70.8K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 42 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 70 shares 70 $70.8K 0.02% +30 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 896 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 875 shares; 2026Q1: 830 shares; 2026Q2: 835 shares 835 $70K 0.02% +5 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 155 shares; 2025Q4: 344 shares; 2026Q1: 421 shares; 2026Q2: 576 shares 576 $69.8K 0.02% +155 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,746 shares; 2025Q2: 1,833 shares; 2025Q3: 1,841 shares; 2025Q4: 1,758 shares; 2026Q1: 1,805 shares; 2026Q2: 1,328 shares 1,328 $69.4K 0.02% -477 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; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 452 shares; 2025Q2: 702 shares; 2025Q3: 1,184 shares; 2025Q4: 1,816 shares; 2026Q1: 1,884 shares; 2026Q2: 1,845 shares 1,845 $69.2K 0.02% -39 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,893 shares; 2025Q1: 2,523 shares; 2025Q2: 2,539 shares; 2025Q3: 2,538 shares; 2025Q4: 2,552 shares; 2026Q1: 1,146 shares; 2026Q2: 1,141 shares 1,141 $69K 0.02% -5 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,820 shares; 2025Q3: 2,760 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 1,198 shares 1,198 $68.9K 0.02% -1,615 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,636 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,300 shares 1,300 $68.7K 0.02% -47 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; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $68.7K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,987 shares; 2025Q1: 1,413 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 942 shares; 2026Q1: 922 shares; 2026Q2: 711 shares 711 $68.5K 0.02% -211 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 732 shares 732 $68.4K 0.02% +302 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 6,800 shares 6,800 $68.2K 0.02% +4,400 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 370 shares 370 $68.1K 0.02% -380 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,359 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,211 shares; 2025Q4: 1,107 shares; 2026Q1: 1,017 shares; 2026Q2: 825 shares 825 $67.9K 0.02% -192 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 574 shares 574 $67.3K 0.02% +1 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,606 shares; 2025Q1: 18,413 shares; 2025Q2: 18,413 shares; 2025Q3: 18,413 shares; 2025Q4: 18,413 shares; 2026Q1: 18,413 shares; 2026Q2: 6,280 shares 6,280 $66.9K 0.02% -12,133 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,653 shares; 2025Q1: 26,494 shares; 2025Q2: 26,494 shares; 2025Q3: 25,463 shares; 2025Q4: 13,435 shares; 2026Q1: 13,185 shares; 2026Q2: 6,027 shares 6,027 $66.7K 0.02% -7,158 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 416 shares 416 $66.5K 0.02% -68 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 591 shares 591 $66K 0.02% +1 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; 2024Q3: not loaded; 2024Q4: 5,798 shares; 2025Q1: 8,289 shares; 2025Q2: 10,759 shares; 2025Q3: 11,899 shares; 2025Q4: 13,003 shares; 2026Q1: 13,711 shares; 2026Q2: 227 shares 227 $65.5K 0.02% -13,484 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 750 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 401 shares 401 $65.3K 0.02% -329 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 515 shares 515 $64.1K 0.02% -129 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,049 shares; 2026Q2: 4,919 shares 4,919 $64K 0.02% -3,130 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 263 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 250 shares 250 $63.6K 0.02% -8 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $63.4K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 627 shares 627 $63.3K 0.02% -200 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 906 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $63.1K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,194 shares; 2025Q2: 1,195 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,242 shares; 2026Q2: 1,249 shares 1,249 $62.7K 0.02% +7 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 369 shares; 2026Q2: 832 shares 832 $62.5K 0.02% +463 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,240 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,201 shares 1,201 $61.9K 0.02% -126 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 94 shares; 2026Q2: 64 shares 64 $61.8K 0.02% -30 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 1,000 shares 1,000 $61.5K 0.02% -1,275 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,289 shares; 2025Q1: 6,290 shares; 2025Q2: 6,451 shares; 2025Q3: 6,480 shares; 2025Q4: 5,579 shares; 2026Q1: 5,512 shares; 2026Q2: 1,650 shares 1,650 $61K 0.02% -3,862 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,484 shares; 2025Q1: 3,502 shares; 2025Q2: 3,331 shares; 2025Q3: 3,098 shares; 2025Q4: 3,076 shares; 2026Q1: 3,016 shares; 2026Q2: 2,327 shares 2,327 $61K 0.02% -689 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,948 shares; 2025Q1: 1,964 shares; 2025Q2: 1,991 shares; 2025Q3: 2,017 shares; 2025Q4: 759 shares; 2026Q1: 766 shares; 2026Q2: 776 shares 776 $60.8K 0.02% +10 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,012 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $60.7K 0.02% -100 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 659 shares; 2025Q2: 755 shares; 2025Q3: 841 shares; 2025Q4: 591 shares; 2026Q1: 396 shares; 2026Q2: 386 shares 386 $60.6K 0.02% -10 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; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $60.5K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,671 shares; 2025Q1: 1,710 shares; 2025Q2: 1,660 shares; 2025Q3: 1,421 shares; 2025Q4: 1,422 shares; 2026Q1: 1,432 shares; 2026Q2: 1,431 shares 1,431 $60.4K 0.02% -1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 788 shares; 2025Q2: 793 shares; 2025Q3: 648 shares; 2025Q4: 652 shares; 2026Q1: 656 shares; 2026Q2: 650 shares 650 $60.3K 0.02% -6 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 658 shares; 2025Q1: 551 shares; 2025Q2: 494 shares; 2025Q3: 355 shares; 2025Q4: 685 shares; 2026Q1: 550 shares; 2026Q2: 509 shares 509 $59.6K 0.02% -41 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 204 shares 204 $59.1K 0.02% +149 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 604 shares; 2025Q2: 607 shares; 2025Q3: 810 shares; 2025Q4: 421 shares; 2026Q1: 472 shares; 2026Q2: 544 shares 544 $58.5K 0.02% +72 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 707 shares 707 $58.4K 0.02% +3 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 689 shares 689 $58.3K 0.02% -47 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; 2024Q3: not loaded; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 381 shares 381 $58K 0.02% -710 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,467 shares; 2025Q1: 1,855 shares; 2025Q2: 1,460 shares; 2025Q3: 1,197 shares; 2025Q4: 1,204 shares; 2026Q1: 1,179 shares; 2026Q2: 1,183 shares 1,183 $57.9K 0.02% +4 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,158 shares; 2025Q3: 1,171 shares; 2025Q4: 1,185 shares; 2026Q1: 1,197 shares; 2026Q2: 1,211 shares 1,211 $57.8K 0.02% +14 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,070 shares; 2025Q1: 943 shares; 2025Q2: 931 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 530 shares; 2026Q2: 529 shares 529 $56.8K 0.02% -1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 748 shares 748 $56.4K 0.02% +100 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 206 shares; 2025Q4: 209 shares; 2026Q1: 904 shares; 2026Q2: 712 shares 712 $56.3K 0.02% -192 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $56K 0.02% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $55.7K 0.02% new Timeline XE X-ENERGY INC More: the full row for X-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $53.2K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 421 shares 421 $53.2K 0.02% +1 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $53.1K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,333 shares; 2025Q2: 1,323 shares; 2025Q3: 1,389 shares; 2025Q4: 1,620 shares; 2026Q1: 1,382 shares; 2026Q2: 1,440 shares 1,440 $53K 0.02% +58 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 702 shares 702 $52.9K 0.02% +200 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 793 shares; 2025Q4: 867 shares; 2026Q1: 1,081 shares; 2026Q2: 818 shares 818 $52.7K 0.02% -263 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: 848 shares 848 $52.6K 0.02% -718 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; 2024Q3: not loaded; 2024Q4: 791 shares; 2025Q1: 1,035 shares; 2025Q2: 982 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares; 2026Q2: 220 shares 220 $52.4K 0.02% -819 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 428 shares; 2026Q2: 632 shares 632 $52.4K 0.02% +204 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $51.7K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $51.7K 0.02% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares 1,350 $51.4K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 72 shares 72 $51.4K 0.02% +12 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 3,000 shares; 2026Q1: 13,035 shares; 2026Q2: 1,000 shares 1,000 $51.2K 0.02% -12,035 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $51K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,224 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares; 2026Q2: 1,247 shares 1,247 $50.7K 0.02% +25 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,880 shares; 2025Q1: 3,238 shares; 2025Q2: 3,259 shares; 2025Q3: 3,268 shares; 2025Q4: 3,239 shares; 2026Q1: 3,252 shares; 2026Q2: 430 shares 430 $50.6K 0.02% -2,822 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 607 shares 607 $49.8K 0.02% +500 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 220 shares 220 $49.6K 0.02% -122 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 221 shares 221 $49.5K 0.02% -132 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 656 shares 656 $49.3K 0.02% +236 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,636 shares; 2025Q1: 11,636 shares; 2025Q2: 13,110 shares; 2025Q3: 10,488 shares; 2025Q4: 11,453 shares; 2026Q1: 11,453 shares; 2026Q2: 2,903 shares 2,903 $48.5K 0.02% -8,550 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 745 shares; 2025Q3: 703 shares; 2025Q4: 706 shares; 2026Q1: 1,076 shares; 2026Q2: 1,005 shares 1,005 $48K 0.02% -71 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $47.9K 0.02% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $47.8K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $47.8K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 444 shares; 2025Q1: 484 shares; 2025Q2: 1,709 shares; 2025Q3: 1,717 shares; 2025Q4: 1,391 shares; 2026Q1: 1,166 shares; 2026Q2: 1,175 shares 1,175 $47.3K 0.01% +9 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; 2024Q3: not loaded; 2024Q4: 825 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $47.2K 0.01% 0 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $47.1K 0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $46.4K 0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 392 shares 392 $46.3K 0.01% +197 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,623 shares; 2025Q1: 4,165 shares; 2025Q2: 3,414 shares; 2025Q3: 3,046 shares; 2025Q4: 1,888 shares; 2026Q1: 1,734 shares; 2026Q2: 1,745 shares 1,745 $45.9K 0.01% +11 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 2,939 shares; 2026Q2: 2,339 shares 2,339 $45.8K 0.01% -600 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $45.7K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 753 shares; 2025Q1: 1,125 shares; 2025Q2: 927 shares; 2025Q3: 696 shares; 2025Q4: 653 shares; 2026Q1: 602 shares; 2026Q2: 591 shares 591 $45.7K 0.01% -11 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,019 shares; 2025Q1: 1,083 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $44.6K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 299 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 121 shares 121 $44.2K 0.01% -183 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 886 shares; 2025Q3: 808 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 710 shares 710 $44.1K 0.01% -444 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; 2024Q3: not loaded; 2024Q4: 1,112 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 331 shares 331 $43.9K 0.01% -852 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 427 shares; 2025Q4: 565 shares; 2026Q1: 310 shares; 2026Q2: 1,254 shares 1,254 $43.7K 0.01% +944 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 257 shares; 2025Q4: 275 shares; 2026Q1: 278 shares; 2026Q2: 388 shares 388 $43.4K 0.01% +110 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $42.6K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 943 shares; 2025Q3: 994 shares; 2025Q4: 1,044 shares; 2026Q1: 827 shares; 2026Q2: 372 shares 372 $42.5K 0.01% -455 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 979 shares; 2025Q1: 1,000 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 684 shares; 2026Q1: 710 shares; 2026Q2: 714 shares 714 $42.4K 0.01% +4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 169 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 206 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $41.9K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,052 shares; 2025Q1: 2,777 shares; 2025Q2: 750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,750 shares; 2026Q1: 8,850 shares; 2026Q2: 8,850 shares 8,850 $41.9K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 265 shares; 2026Q1: 323 shares; 2026Q2: 265 shares 265 $41.5K 0.01% -58 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 208 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $41K 0.01% 0 Timeline