RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,217 shares 1,217 $386K <0.01% +7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025 shares; 2025Q4: 3,100 shares; 2026Q1: not reported; 2026Q2: 1,124 shares 1,124 $383K <0.01% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 11,500 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 4,272 shares; 2026Q2: 4,272 shares 4,272 $382K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,014 shares; 2024Q4: 9,086 shares; 2025Q1: 10,873 shares; 2025Q2: 11,726 shares; 2025Q3: 12,536 shares; 2025Q4: 10,223 shares; 2026Q1: 7,114 shares; 2026Q2: 5,457 shares 5,457 $379K <0.01% -1,657 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,337 shares; 2024Q4: 6,166 shares; 2025Q1: 6,166 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,057 shares; 2026Q1: 6,057 shares; 2026Q2: 3,927 shares 3,927 $378K <0.01% -2,130 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,512 shares; 2025Q4: 5,821 shares; 2026Q1: 6,778 shares; 2026Q2: 6,336 shares 6,336 $374K <0.01% -442 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,455 shares; 2024Q4: 13,873 shares; 2025Q1: 12,749 shares; 2025Q2: 12,399 shares; 2025Q3: 12,400 shares; 2025Q4: 12,592 shares; 2026Q1: 3,471 shares; 2026Q2: 3,375 shares 3,375 $373K <0.01% -96 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: 89,719 shares; 2024Q4: 88,958 shares; 2025Q1: 88,547 shares; 2025Q2: 88,535 shares; 2025Q3: 88,687 shares; 2025Q4: 87,029 shares; 2026Q1: 16,477 shares; 2026Q2: 15,688 shares 15,688 $372K <0.01% -789 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,743 shares; 2025Q1: not reported; 2025Q2: 5,749 shares; 2025Q3: 5,749 shares; 2025Q4: 5,749 shares; 2026Q1: 5,681 shares; 2026Q2: 5,681 shares 5,681 $366K <0.01% 0 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: 4,899 shares; 2024Q4: 4,912 shares; 2025Q1: 4,682 shares; 2025Q2: 4,659 shares; 2025Q3: 4,759 shares; 2025Q4: 4,811 shares; 2026Q1: 4,791 shares; 2026Q2: 4,793 shares 4,793 $366K <0.01% +2 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: 12,428 shares; 2024Q4: 12,023 shares; 2025Q1: 14,464 shares; 2025Q2: 14,464 shares; 2025Q3: 13,639 shares; 2025Q4: 13,639 shares; 2026Q1: 17,539 shares; 2026Q2: 19,120 shares 19,120 $366K <0.01% +1,581 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: 6,429 shares; 2024Q4: 5,167 shares; 2025Q1: 4,769 shares; 2025Q2: 5,051 shares; 2025Q3: 4,131 shares; 2025Q4: 3,576 shares; 2026Q1: 3,501 shares; 2026Q2: 3,285 shares 3,285 $361K <0.01% -216 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,550 shares 3,550 $360K <0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares; 2026Q2: 1,892 shares 1,892 $359K <0.01% +352 Timeline PXF 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: 4,317 shares; 2024Q4: 5,189 shares; 2025Q1: 4,753 shares; 2025Q2: 4,753 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 4,753 shares; 2026Q2: 4,690 shares 4,690 $355K <0.01% -63 Timeline AVDS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,688 shares 4,688 $353K <0.01% new Timeline MGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,980 shares 3,980 $350K <0.01% new 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: 4,403 shares; 2024Q4: 4,608 shares; 2025Q1: 4,626 shares; 2025Q2: 4,613 shares; 2025Q3: 4,617 shares; 2025Q4: 4,609 shares; 2026Q1: 4,355 shares; 2026Q2: 4,355 shares 4,355 $348K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,017 shares; 2026Q1: 3,960 shares; 2026Q2: 3,900 shares 3,900 $347K <0.01% -60 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,844 shares; 2025Q1: 8,844 shares; 2025Q2: 8,844 shares; 2025Q3: 8,844 shares; 2025Q4: 8,844 shares; 2026Q1: 8,844 shares; 2026Q2: 8,844 shares 8,844 $345K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,841 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,897 shares; 2025Q4: 1,826 shares; 2026Q1: 1,792 shares; 2026Q2: 1,781 shares 1,781 $344K <0.01% -11 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: not reported; 2025Q1: 5,426 shares; 2025Q2: 5,476 shares; 2025Q3: 5,475 shares; 2025Q4: 4,530 shares; 2026Q1: 3,972 shares; 2026Q2: 3,360 shares 3,360 $342K <0.01% -612 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,584 shares; 2026Q1: 16,707 shares; 2026Q2: 16,833 shares 16,833 $342K <0.01% +126 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,289 shares; 2025Q2: 2,678 shares; 2025Q3: 2,644 shares; 2025Q4: 4,339 shares; 2026Q1: 2,795 shares; 2026Q2: 2,997 shares 2,997 $342K <0.01% +202 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: 4,419 shares; 2024Q4: 3,875 shares; 2025Q1: 3,410 shares; 2025Q2: 3,714 shares; 2025Q3: 3,765 shares; 2025Q4: 3,754 shares; 2026Q1: 3,770 shares; 2026Q2: 3,817 shares 3,817 $338K <0.01% +47 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: 16,552 shares; 2024Q4: 16,082 shares; 2025Q1: 14,566 shares; 2025Q2: 14,696 shares; 2025Q3: 14,572 shares; 2025Q4: 14,589 shares; 2026Q1: 10,538 shares; 2026Q2: 9,584 shares 9,584 $334K <0.01% -954 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,996 shares; 2024Q4: 3,939 shares; 2025Q1: 3,737 shares; 2025Q2: 3,736 shares; 2025Q3: 3,737 shares; 2025Q4: 3,758 shares; 2026Q1: 3,274 shares; 2026Q2: 2,999 shares 2,999 $333K <0.01% -275 Timeline FREL 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: 13,681 shares; 2024Q4: 11,533 shares; 2025Q1: 11,267 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares; 2026Q1: 11,267 shares; 2026Q2: 11,267 shares 11,267 $330K <0.01% 0 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares; 2026Q1: 10,776 shares; 2026Q2: 10,776 shares 10,776 $325K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 1,669 shares; 2025Q4: 1,680 shares; 2026Q1: 1,757 shares; 2026Q2: 1,657 shares 1,657 $323K <0.01% -100 Timeline BBLU 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: 19,546 shares; 2024Q4: 19,546 shares; 2025Q1: 19,546 shares; 2025Q2: 19,546 shares; 2025Q3: 19,546 shares; 2025Q4: 19,546 shares; 2026Q1: 19,546 shares; 2026Q2: 19,546 shares 19,546 $323K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,608 shares; 2025Q2: 1,701 shares; 2025Q3: 1,558 shares; 2025Q4: 1,561 shares; 2026Q1: 1,352 shares; 2026Q2: 1,167 shares 1,167 $322K <0.01% -185 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 1,152 shares; 2025Q1: 983 shares; 2025Q2: 960 shares; 2025Q3: 966 shares; 2025Q4: 894 shares; 2026Q1: 809 shares; 2026Q2: 788 shares 788 $321K <0.01% -21 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,558 shares; 2025Q1: 1,506 shares; 2025Q2: 1,526 shares; 2025Q3: 1,488 shares; 2025Q4: 1,549 shares; 2026Q1: 1,496 shares; 2026Q2: 1,389 shares 1,389 $319K <0.01% -107 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: 4,844 shares; 2024Q4: 5,023 shares; 2025Q1: 4,368 shares; 2025Q2: 4,480 shares; 2025Q3: 4,511 shares; 2025Q4: 4,795 shares; 2026Q1: 2,821 shares; 2026Q2: 2,515 shares 2,515 $318K <0.01% -306 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 9,390 shares; 2025Q1: 9,390 shares; 2025Q2: 9,390 shares; 2025Q3: 9,390 shares; 2025Q4: 9,390 shares; 2026Q1: 9,390 shares; 2026Q2: 6,440 shares 6,440 $317K <0.01% -2,950 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $312K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: not reported; 2026Q2: 1,881 shares 1,881 $311K <0.01% new 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 reported; 2024Q4: 8,569 shares; 2025Q1: 6,406 shares; 2025Q2: 6,378 shares; 2025Q3: 6,106 shares; 2025Q4: 8,219 shares; 2026Q1: 6,106 shares; 2026Q2: 6,106 shares 6,106 $309K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 7,649 shares; 2025Q1: 7,999 shares; 2025Q2: 9,002 shares; 2025Q3: 8,748 shares; 2025Q4: 8,226 shares; 2026Q1: 6,727 shares; 2026Q2: 5,473 shares 5,473 $309K <0.01% -1,254 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: 1,649 shares; 2024Q4: 1,472 shares; 2025Q1: 1,480 shares; 2025Q2: 1,512 shares; 2025Q3: 1,478 shares; 2025Q4: 2,630 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $306K <0.01% 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: 4,631 shares; 2024Q4: 4,953 shares; 2025Q1: 4,372 shares; 2025Q2: 4,238 shares; 2025Q3: 3,207 shares; 2025Q4: 3,211 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $305K <0.01% 0 Timeline VFMF 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: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $305K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 1,028 shares; 2025Q3: 1,025 shares; 2025Q4: 1,029 shares; 2026Q1: 806 shares; 2026Q2: 756 shares 756 $303K <0.01% -50 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,175 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,683 shares; 2026Q1: 2,667 shares; 2026Q2: 2,668 shares 2,668 $303K <0.01% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 756 shares; 2026Q1: 744 shares; 2026Q2: 764 shares 764 $303K <0.01% +20 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares; 2026Q2: 1,236 shares 1,236 $303K <0.01% -8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 1,223 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $303K <0.01% 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: 4,471 shares; 2024Q4: 3,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,785 shares; 2025Q4: 3,842 shares; 2026Q1: 3,225 shares; 2026Q2: 3,228 shares 3,228 $302K <0.01% +3 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: 3,637 shares; 2024Q4: 3,647 shares; 2025Q1: 3,605 shares; 2025Q2: 3,531 shares; 2025Q3: 3,409 shares; 2025Q4: 3,417 shares; 2026Q1: 4,674 shares; 2026Q2: 3,601 shares 3,601 $302K <0.01% -1,073 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 6,359 shares; 2025Q3: 6,372 shares; 2025Q4: 6,372 shares; 2026Q1: 6,440 shares; 2026Q2: 6,428 shares 6,428 $302K <0.01% -12 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 901 shares; 2025Q3: 860 shares; 2025Q4: 865 shares; 2026Q1: not reported; 2026Q2: 757 shares 757 $301K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $296K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,490 shares; 2024Q4: 8,687 shares; 2025Q1: 8,822 shares; 2025Q2: 8,994 shares; 2025Q3: 8,768 shares; 2025Q4: 4,089 shares; 2026Q1: 3,408 shares; 2026Q2: 3,258 shares 3,258 $295K <0.01% -150 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,747 shares; 2024Q4: 2,454 shares; 2025Q1: 2,062 shares; 2025Q2: 1,948 shares; 2025Q3: 1,880 shares; 2025Q4: 1,997 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares 1,782 $294K <0.01% 0 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: 26,471 shares; 2024Q4: 26,676 shares; 2025Q1: 23,490 shares; 2025Q2: 23,489 shares; 2025Q3: 23,461 shares; 2025Q4: 24,048 shares; 2026Q1: 8,572 shares; 2026Q2: 8,029 shares 8,029 $292K <0.01% -543 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,983 shares; 2024Q4: 8,738 shares; 2025Q1: 8,446 shares; 2025Q2: 8,362 shares; 2025Q3: 8,172 shares; 2025Q4: 8,030 shares; 2026Q1: 7,942 shares; 2026Q2: 7,106 shares 7,106 $292K <0.01% -836 Timeline SPMB 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: 14,993 shares; 2024Q4: 14,993 shares; 2025Q1: 14,993 shares; 2025Q2: 15,021 shares; 2025Q3: 15,021 shares; 2025Q4: 14,378 shares; 2026Q1: 15,994 shares; 2026Q2: 13,053 shares 13,053 $291K <0.01% -2,941 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,783 shares; 2025Q3: 12,722 shares; 2025Q4: 12,797 shares; 2026Q1: 12,700 shares; 2026Q2: 10,918 shares 10,918 $291K <0.01% -1,782 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares; 2026Q1: 4,150 shares; 2026Q2: 4,151 shares 4,151 $290K <0.01% +1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,783 shares; 2024Q4: 2,861 shares; 2025Q1: 2,778 shares; 2025Q2: 2,444 shares; 2025Q3: 2,545 shares; 2025Q4: 2,550 shares; 2026Q1: 1,427 shares; 2026Q2: 1,405 shares 1,405 $283K <0.01% -22 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares; 2026Q2: 2,848 shares 2,848 $280K <0.01% +149 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,045 shares; 2026Q1: 2,259 shares; 2026Q2: 2,259 shares 2,259 $279K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,167 shares; 2025Q1: 997 shares; 2025Q2: 1,023 shares; 2025Q3: 984 shares; 2025Q4: 1,100 shares; 2026Q1: 974 shares; 2026Q2: 980 shares 980 $277K <0.01% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,821 shares; 2024Q4: 2,942 shares; 2025Q1: 2,817 shares; 2025Q2: 2,873 shares; 2025Q3: 3,254 shares; 2025Q4: 3,256 shares; 2026Q1: 648 shares; 2026Q2: 667 shares 667 $277K <0.01% +19 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: 14,267 shares; 2024Q4: 20,201 shares; 2025Q1: 21,374 shares; 2025Q2: 20,895 shares; 2025Q3: 22,942 shares; 2025Q4: 6,119 shares; 2026Q1: 5,552 shares; 2026Q2: 5,587 shares 5,587 $277K <0.01% +35 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 6,520 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares; 2026Q1: 6,520 shares; 2026Q2: 6,520 shares 6,520 $277K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,459 shares; 2026Q1: 2,447 shares; 2026Q2: 2,454 shares 2,454 $276K <0.01% +7 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 911 shares 911 $275K <0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares; 2026Q2: 5,147 shares 5,147 $274K <0.01% +1,050 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,360 shares; 2025Q4: 6,588 shares; 2026Q1: 6,242 shares; 2026Q2: 6,415 shares 6,415 $273K <0.01% +173 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares; 2026Q1: 1,214 shares; 2026Q2: 1,147 shares 1,147 $272K <0.01% -67 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 reported; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,952 shares; 2026Q1: 3,493 shares; 2026Q2: 3,496 shares 3,496 $269K <0.01% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $269K <0.01% 0 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: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,555 shares; 2025Q3: 4,555 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,018 shares 4,018 $269K <0.01% -416 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,397 shares 1,397 $267K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,222 shares 6,222 $265K <0.01% new 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: 4,532 shares; 2024Q4: 4,904 shares; 2025Q1: 4,382 shares; 2025Q2: 4,482 shares; 2025Q3: 4,472 shares; 2025Q4: 4,296 shares; 2026Q1: 3,311 shares; 2026Q2: 4,248 shares 4,248 $263K <0.01% +937 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,920 shares; 2026Q2: 10,118 shares 10,118 $263K <0.01% +198 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,146 shares; 2024Q4: 4,695 shares; 2025Q1: 4,348 shares; 2025Q2: 4,500 shares; 2025Q3: 3,911 shares; 2025Q4: 3,934 shares; 2026Q1: 3,782 shares; 2026Q2: 4,089 shares 4,089 $262K <0.01% +307 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 4,390 shares; 2026Q2: 4,931 shares 4,931 $258K <0.01% +541 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,351,924 shares; 2024Q4: 15,352,131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 4,826 shares; 2026Q1: 4,750 shares; 2026Q2: 4,852 shares 4,852 $258K <0.01% +102 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 2,773 shares; 2025Q1: 2,751 shares; 2025Q2: 2,775 shares; 2025Q3: 2,607 shares; 2025Q4: 2,539 shares; 2026Q1: 2,237 shares; 2026Q2: 2,235 shares 2,235 $257K <0.01% -2 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: 24,290 shares; 2024Q4: 29,552 shares; 2025Q1: 30,169 shares; 2025Q2: 28,136 shares; 2025Q3: 16,984 shares; 2025Q4: 16,679 shares; 2026Q1: 16,998 shares; 2026Q2: 18,494 shares 18,494 $257K <0.01% +1,496 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 4,254 shares; 2025Q1: 3,807 shares; 2025Q2: 3,807 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares; 2026Q2: 3,697 shares 3,697 $255K <0.01% 0 Timeline FENY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,636 shares; 2026Q2: 8,636 shares 8,636 $255K <0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 873 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $255K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,234 shares; 2024Q4: 8,418 shares; 2025Q1: 8,234 shares; 2025Q2: 8,234 shares; 2025Q3: 8,234 shares; 2025Q4: 8,234 shares; 2026Q1: 8,234 shares; 2026Q2: 8,234 shares 8,234 $247K <0.01% 0 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: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,951 shares 1,951 $246K <0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 7,321 shares; 2026Q1: 7,321 shares; 2026Q2: 3,621 shares 3,621 $245K <0.01% -3,700 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $244K <0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,079 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,348 shares; 2025Q3: 8,388 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares; 2026Q2: 8,610 shares 8,610 $242K <0.01% +120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,547 shares 2,547 $242K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 645 shares 645 $242K <0.01% -43 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares; 2026Q1: 4,355 shares; 2026Q2: 4,355 shares 4,355 $242K <0.01% 0 Timeline LTPZ 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 reported; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 4,757 shares; 2026Q1: 4,757 shares; 2026Q2: 4,757 shares 4,757 $241K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: 2,371 shares; 2025Q1: 1,992 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 922 shares 922 $240K <0.01% +22 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,895 shares; 2026Q2: 2,895 shares 2,895 $239K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $239K <0.01% new 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: 26,684 shares; 2024Q4: 26,550 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,120 shares; 2026Q1: not reported; 2026Q2: 5,396 shares 5,396 $238K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,646 shares; 2026Q2: 2,672 shares 2,672 $237K <0.01% +26 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $234K <0.01% new 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 reported; 2024Q4: 2,769 shares; 2025Q1: 2,362 shares; 2025Q2: 2,723 shares; 2025Q3: 2,836 shares; 2025Q4: 2,293 shares; 2026Q1: 2,534 shares; 2026Q2: 2,420 shares 2,420 $233K <0.01% -114 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $231K <0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,595 shares; 2026Q2: 13,595 shares 13,595 $231K <0.01% 0 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,935 shares 2,935 $230K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $227K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $226K <0.01% 0 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: 3,701 shares; 2024Q4: 4,153 shares; 2025Q1: not reported; 2025Q2: 3,792 shares; 2025Q3: 3,602 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,471 shares 2,471 $225K <0.01% new 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: 5,291 shares; 2024Q4: 5,868 shares; 2025Q1: 5,918 shares; 2025Q2: 5,647 shares; 2025Q3: 5,674 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022 $224K <0.01% new Timeline SLYG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $222K <0.01% new 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: 9,035 shares; 2024Q4: 9,180 shares; 2025Q1: 10,542 shares; 2025Q2: 9,395 shares; 2025Q3: 10,091 shares; 2025Q4: 9,091 shares; 2026Q1: 9,231 shares; 2026Q2: 9,724 shares 9,724 $222K <0.01% +493 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,027 shares 4,027 $220K <0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,201 shares; 2024Q4: 10,584 shares; 2025Q1: 10,065 shares; 2025Q2: not reported; 2025Q3: 9,344 shares; 2025Q4: 11,253 shares; 2026Q1: 9,075 shares; 2026Q2: 9,075 shares 9,075 $219K <0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,832 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,832 shares; 2025Q3: 9,832 shares; 2025Q4: 9,832 shares; 2026Q1: 9,832 shares; 2026Q2: 4,742 shares 4,742 $219K <0.01% -5,090 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,843 shares; 2025Q1: 5,737 shares; 2025Q2: 6,078 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,291 shares; 2026Q2: 2,941 shares 2,941 $219K <0.01% -350 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180 $218K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 403 shares; 2025Q4: 397 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $217K <0.01% 0 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,828 shares; 2025Q3: 21,828 shares; 2025Q4: 21,828 shares; 2026Q1: 21,828 shares; 2026Q2: 21,828 shares 21,828 $216K <0.01% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,691 shares; 2026Q2: 3,691 shares 3,691 $216K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 2,812 shares; 2025Q4: 2,437 shares; 2026Q1: not reported; 2026Q2: 2,381 shares 2,381 $215K <0.01% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,290 shares; 2026Q2: 5,294 shares 5,294 $215K <0.01% +4 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,472 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,364 shares 5,364 $215K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 6,362 shares; 2026Q1: 6,362 shares; 2026Q2: 6,362 shares 6,362 $213K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,311 shares; 2025Q1: 3,548 shares; 2025Q2: 3,136 shares; 2025Q3: 3,111 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,111 shares 3,111 $211K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,860 shares; 2025Q4: 7,906 shares; 2026Q1: not reported; 2026Q2: 6,985 shares 6,985 $211K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931 shares 2,931 $210K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,627 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $209K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,843 shares; 2025Q1: 5,444 shares; 2025Q2: 5,402 shares; 2025Q3: 5,417 shares; 2025Q4: 5,230 shares; 2026Q1: 5,270 shares; 2026Q2: 4,251 shares 4,251 $209K <0.01% -1,019 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,499 shares; 2024Q4: 13,121 shares; 2025Q1: 12,842 shares; 2025Q2: 12,341 shares; 2025Q3: 5,986 shares; 2025Q4: 5,639 shares; 2026Q1: 5,416 shares; 2026Q2: 5,417 shares 5,417 $208K <0.01% +1 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,432 shares; 2026Q1: not reported; 2026Q2: 3,432 shares 3,432 $206K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,477 shares 4,477 $202K <0.01% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,505 shares; 2025Q4: 6,528 shares; 2026Q1: 6,500 shares; 2026Q2: 6,598 shares 6,598 $200K <0.01% +98 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,367 shares; 2024Q4: 17,473 shares; 2025Q1: 14,504 shares; 2025Q2: 14,507 shares; 2025Q3: 14,507 shares; 2025Q4: 14,568 shares; 2026Q1: 11,482 shares; 2026Q2: 12,030 shares 12,030 $176K <0.01% +548 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,290 shares 11,290 $165K <0.01% new Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,111 shares; 2026Q1: 17,111 shares; 2026Q2: 17,111 shares 17,111 $156K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,479 shares; 2024Q4: 13,256 shares; 2025Q1: 17,310 shares; 2025Q2: 17,359 shares; 2025Q3: 17,409 shares; 2025Q4: 17,474 shares; 2026Q1: 13,806 shares; 2026Q2: 13,856 shares 13,856 $128K <0.01% +50 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $120K <0.01% 0 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,747 shares; 2026Q1: 14,747 shares; 2026Q2: 14,747 shares 14,747 $117K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,571 shares 10,571 $98.6K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares; 2026Q2: 17,200 shares 17,200 $97.4K <0.01% 0 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,218 shares; 2024Q4: 35,218 shares; 2025Q1: 35,218 shares; 2025Q2: 35,218 shares; 2025Q3: 35,218 shares; 2025Q4: 35,218 shares; 2026Q1: 35,218 shares; 2026Q2: 35,218 shares 35,218 $86.6K <0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,347 shares; 2024Q4: 119,357 shares; 2025Q1: 119,347 shares; 2025Q2: 119,347 shares; 2025Q3: 119,347 shares; 2025Q4: 75,889 shares; 2026Q1: 15,141 shares; 2026Q2: 15,141 shares 15,141 $78.1K <0.01% 0 Timeline BTLN GLIMPSE GROUP INC More: the full row for GLIMPSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,143 shares; 2024Q4: 82,143 shares; 2025Q1: 82,143 shares; 2025Q2: 82,143 shares; 2025Q3: 82,143 shares; 2025Q4: 82,143 shares; 2026Q1: 82,143 shares; 2026Q2: 82,143 shares 82,143 $63.2K <0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,334 shares; 2026Q2: 26,334 shares 26,334 $60.8K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,464 shares; 2024Q4: 10,693 shares; 2025Q1: 13,424 shares; 2025Q2: 13,651 shares; 2025Q3: 13,863 shares; 2025Q4: 14,069 shares; 2026Q1: 14,263 shares; 2026Q2: 12,231 shares 12,231 $59.2K <0.01% -2,032 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,696 shares; 2026Q2: 11,696 shares 11,696 $58.4K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $55.8K <0.01% 0 Timeline INMB INMUNE BIO INC More: the full row for INMUNE BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,455 shares; 2025Q3: 15,455 shares; 2025Q4: not reported; 2026Q1: 17,575 shares; 2026Q2: 17,575 shares 17,575 $28.6K <0.01% 0 Timeline BNC BNB STANDARD CORP More: the full row for BNB STANDARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios. 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