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: 225,683 shares; 2024Q4: 222,063 shares; 2025Q1: 227,910 shares; 2025Q2: 238,298 shares; 2025Q3: 239,479 shares; 2025Q4: 239,227 shares; 2026Q1: 149,452 shares; 2026Q2: 151,049 shares 151,049 $55.9M 18.87% +1,597 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: 624,859 shares; 2024Q4: 1,268,759 shares; 2025Q1: 1,226,748 shares; 2025Q2: 1,233,156 shares; 2025Q3: 1,150,964 shares; 2025Q4: 1,162,596 shares; 2026Q1: 682,552 shares; 2026Q2: 703,213 shares 703,213 $19.5M 6.58% +20,661 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: 8,083 shares; 2024Q4: 9,057 shares; 2025Q1: 13,204 shares; 2025Q2: 13,187 shares; 2025Q3: 14,567 shares; 2025Q4: 16,389 shares; 2026Q1: 14,898 shares; 2026Q2: 16,273 shares 16,273 $11.2M 3.77% +1,375 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: 199,620 shares; 2024Q4: 165,321 shares; 2025Q1: 157,594 shares; 2025Q2: 193,918 shares; 2025Q3: 206,372 shares; 2025Q4: 231,875 shares; 2026Q1: 155,349 shares; 2026Q2: 160,413 shares 160,413 $8.46M 2.86% +5,064 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: 125,169 shares; 2024Q4: 125,058 shares; 2025Q1: 119,496 shares; 2025Q2: 112,816 shares; 2025Q3: 108,589 shares; 2025Q4: 107,361 shares; 2026Q1: 93,360 shares; 2026Q2: 95,133 shares 95,133 $7.97M 2.69% +1,773 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: 70,741 shares; 2024Q4: 71,141 shares; 2025Q1: 93,350 shares; 2025Q2: 99,317 shares; 2025Q3: 108,203 shares; 2025Q4: 120,765 shares; 2026Q1: 94,973 shares; 2026Q2: 107,880 shares 107,880 $7.69M 2.59% +12,907 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: 67,988 shares; 2024Q4: 72,474 shares; 2025Q1: 97,903 shares; 2025Q2: 100,672 shares; 2025Q3: 108,805 shares; 2025Q4: 116,301 shares; 2026Q1: 76,486 shares; 2026Q2: 82,561 shares 82,561 $7.61M 2.57% +6,075 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: 18,649 shares; 2024Q4: 18,613 shares; 2025Q1: 18,515 shares; 2025Q2: 18,552 shares; 2025Q3: 18,402 shares; 2025Q4: 18,238 shares; 2026Q1: 9,983 shares; 2026Q2: 9,791 shares 9,791 $7.31M 2.47% -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: 319,659 shares; 2024Q4: 321,393 shares; 2025Q1: 315,961 shares; 2025Q2: 317,991 shares; 2025Q3: 297,095 shares; 2025Q4: 299,921 shares; 2026Q1: 182,533 shares; 2026Q2: 190,814 shares 190,814 $6.92M 2.34% +8,281 Timeline VPLS 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: 100,410 shares; 2024Q4: 105,023 shares; 2025Q1: 112,296 shares; 2025Q2: 117,420 shares; 2025Q3: 122,129 shares; 2025Q4: 125,233 shares; 2026Q1: 82,220 shares; 2026Q2: 87,197 shares 87,197 $6.76M 2.28% +4,977 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,300 shares; 2024Q4: 65,361 shares; 2025Q1: 114,108 shares; 2025Q2: 116,066 shares; 2025Q3: 155,492 shares; 2025Q4: 168,282 shares; 2026Q1: 100,786 shares; 2026Q2: 117,316 shares 117,316 $5.84M 1.97% +16,530 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,846 shares; 2026Q2: 49,598 shares 49,598 $5.74M 1.94% +752 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,671 shares; 2024Q4: 360,128 shares; 2025Q1: 355,779 shares; 2025Q2: 361,995 shares; 2025Q3: 400,712 shares; 2025Q4: 423,510 shares; 2026Q1: 242,245 shares; 2026Q2: 246,838 shares 246,838 $5.71M 1.93% +4,593 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: 14,914 shares; 2024Q4: 16,648 shares; 2025Q1: 19,736 shares; 2025Q2: 20,377 shares; 2025Q3: 23,493 shares; 2025Q4: 26,432 shares; 2026Q1: 134,685 shares; 2026Q2: 142,619 shares 142,619 $5.66M 1.91% +7,934 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: 113,859 shares; 2024Q4: 112,230 shares; 2025Q1: 115,970 shares; 2025Q2: 111,189 shares; 2025Q3: 114,031 shares; 2025Q4: 120,894 shares; 2026Q1: 75,788 shares; 2026Q2: 77,894 shares 77,894 $5.63M 1.9% +2,106 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,001 shares; 2024Q4: 68,100 shares; 2025Q1: 67,984 shares; 2025Q2: 63,844 shares; 2025Q3: 65,201 shares; 2025Q4: 62,034 shares; 2026Q1: 32,750 shares; 2026Q2: 33,616 shares 33,616 $5.52M 1.86% +866 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 15,649 shares; 2025Q1: 17,314 shares; 2025Q2: 13,555 shares; 2025Q3: 15,221 shares; 2025Q4: 15,536 shares; 2026Q1: 7,340 shares; 2026Q2: 7,440 shares 7,440 $5.48M 1.85% +100 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: 56,588 shares; 2024Q4: 58,245 shares; 2025Q1: 103,909 shares; 2025Q2: 120,634 shares; 2025Q3: 147,741 shares; 2025Q4: 159,795 shares; 2026Q1: 103,575 shares; 2026Q2: 118,201 shares 118,201 $5.44M 1.84% +14,626 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: 9,651 shares; 2024Q4: 9,788 shares; 2025Q1: 31,305 shares; 2025Q2: 35,698 shares; 2025Q3: 42,542 shares; 2025Q4: 50,802 shares; 2026Q1: 41,197 shares; 2026Q2: 54,351 shares 54,351 $5.38M 1.82% +13,154 Timeline RPV 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: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 4,496 shares; 2025Q2: 73,345 shares; 2025Q3: 73,836 shares; 2025Q4: 75,036 shares; 2026Q1: 43,953 shares; 2026Q2: 45,079 shares 45,079 $5.13M 1.73% +1,126 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,938 shares 68,938 $5.05M 1.7% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,737 shares; 2025Q2: 4,737 shares; 2025Q3: 4,737 shares; 2025Q4: 160,447 shares; 2026Q1: 99,552 shares; 2026Q2: 102,929 shares 102,929 $5M 1.69% +3,377 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: 87,526 shares; 2024Q4: 67,762 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,340 shares; 2026Q2: 51,616 shares 51,616 $4.57M 1.54% +276 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,686 shares; 2024Q4: 8,339 shares; 2025Q1: 10,170 shares; 2025Q2: 11,594 shares; 2025Q3: 12,405 shares; 2025Q4: 13,536 shares; 2026Q1: 11,272 shares; 2026Q2: 12,622 shares 12,622 $4.33M 1.46% +1,350 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: 31,489 shares; 2024Q4: 32,791 shares; 2025Q1: 46,695 shares; 2025Q2: 52,292 shares; 2025Q3: 54,498 shares; 2025Q4: 59,251 shares; 2026Q1: 40,707 shares; 2026Q2: 44,849 shares 44,849 $3.59M 1.21% +4,142 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: 22,293 shares; 2024Q4: 21,294 shares; 2025Q1: 23,727 shares; 2025Q2: 21,845 shares; 2025Q3: 22,280 shares; 2025Q4: 23,024 shares; 2026Q1: 14,062 shares; 2026Q2: 15,496 shares 15,496 $3.4M 1.15% +1,434 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: 6,214 shares; 2024Q4: 14,556 shares; 2025Q1: 14,354 shares; 2025Q2: 14,088 shares; 2025Q3: 13,250 shares; 2025Q4: 13,166 shares; 2026Q1: 11,731 shares; 2026Q2: 11,710 shares 11,710 $3.39M 1.14% -21 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: 27,700 shares; 2024Q4: 28,414 shares; 2025Q1: 30,994 shares; 2025Q2: 31,208 shares; 2025Q3: 33,456 shares; 2025Q4: 33,511 shares; 2026Q1: 9,531 shares; 2026Q2: 41,277 shares 41,277 $3.33M 1.12% +31,746 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: 100,316 shares; 2024Q4: 98,462 shares; 2025Q1: 101,661 shares; 2025Q2: 116,624 shares; 2025Q3: 105,804 shares; 2025Q4: 100,301 shares; 2026Q1: 29,241 shares; 2026Q2: 32,211 shares 32,211 $3.11M 1.05% +2,970 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,540 shares; 2024Q4: 12,005 shares; 2025Q1: 16,448 shares; 2025Q2: 17,626 shares; 2025Q3: 19,691 shares; 2025Q4: 22,542 shares; 2026Q1: 15,220 shares; 2026Q2: 14,925 shares 14,925 $2.98M 1.01% -295 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: 31,376 shares; 2024Q4: 34,615 shares; 2025Q1: 40,593 shares; 2025Q2: 42,728 shares; 2025Q3: 48,845 shares; 2025Q4: 54,623 shares; 2026Q1: 45,531 shares; 2026Q2: 49,705 shares 49,705 $2.97M 1% +4,174 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,827 shares; 2024Q4: 52,443 shares; 2025Q1: 54,967 shares; 2025Q2: 55,365 shares; 2025Q3: 56,409 shares; 2025Q4: 60,780 shares; 2026Q1: 49,509 shares; 2026Q2: 55,052 shares 55,052 $2.94M 0.99% +5,543 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: 39,939 shares; 2024Q4: 41,420 shares; 2025Q1: 41,350 shares; 2025Q2: 40,386 shares; 2025Q3: 40,826 shares; 2025Q4: 43,472 shares; 2026Q1: 27,842 shares; 2026Q2: 30,830 shares 30,830 $2.7M 0.91% +2,988 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: 1,616 shares; 2024Q4: 1,333 shares; 2025Q1: 858 shares; 2025Q2: 1,191 shares; 2025Q3: 1,264 shares; 2025Q4: 1,343 shares; 2026Q1: 719 shares; 2026Q2: 6,420 shares 6,420 $1.94M 0.65% +5,701 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: 88,766 shares; 2024Q4: 95,843 shares; 2025Q1: 123,009 shares; 2025Q2: 118,249 shares; 2025Q3: 153,888 shares; 2025Q4: 60,883 shares; 2026Q1: 103,159 shares; 2026Q2: 96,943 shares 96,943 $1.62M 0.55% -6,216 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,008 shares; 2025Q3: 24,756 shares; 2025Q4: 24,756 shares; 2026Q1: 18,006 shares; 2026Q2: 15,006 shares 15,006 $1.53M 0.51% -3,000 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: 3,418 shares; 2024Q4: 3,670 shares; 2025Q1: 4,580 shares; 2025Q2: 5,146 shares; 2025Q3: 5,555 shares; 2025Q4: 6,016 shares; 2026Q1: 4,440 shares; 2026Q2: 4,897 shares 4,897 $1.48M 0.5% +457 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: 5,631 shares; 2024Q4: 6,147 shares; 2025Q1: 6,145 shares; 2025Q2: 5,718 shares; 2025Q3: 6,253 shares; 2025Q4: 6,407 shares; 2026Q1: 4,142 shares; 2026Q2: 3,808 shares 3,808 $1.42M 0.48% -334 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 reported; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $1.37M 0.46% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,929 shares; 2025Q2: 29,003 shares; 2025Q3: 31,856 shares; 2025Q4: 32,270 shares; 2026Q1: 4,199 shares; 2026Q2: 4,430 shares 4,430 $1.36M 0.46% +231 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 76,290 shares; 2026Q1: 50,242 shares; 2026Q2: 36,152 shares 36,152 $1.31M 0.44% -14,090 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: 5,640 shares; 2024Q4: 7,599 shares; 2025Q1: 5,646 shares; 2025Q2: 5,640 shares; 2025Q3: 6,621 shares; 2025Q4: 6,610 shares; 2026Q1: 6,521 shares; 2026Q2: 6,521 shares 6,521 $1.3M 0.44% 0 Timeline PIE 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: 32,167 shares; 2024Q4: 35,161 shares; 2025Q1: 39,215 shares; 2025Q2: 41,110 shares; 2025Q3: 43,653 shares; 2025Q4: 48,303 shares; 2026Q1: 36,590 shares; 2026Q2: 37,894 shares 37,894 $1.27M 0.43% +1,304 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 4,669 shares; 2025Q1: 4,831 shares; 2025Q2: 3,598 shares; 2025Q3: 3,635 shares; 2025Q4: 3,478 shares; 2026Q1: 1,860 shares; 2026Q2: 1,687 shares 1,687 $1.21M 0.41% -173 Timeline JBL JABIL INC More: the full row for JABIL 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: 6,537 shares; 2025Q4: 6,444 shares; 2026Q1: 2,798 shares; 2026Q2: 2,945 shares 2,945 $1.14M 0.38% +147 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 7,824 shares 7,824 $1.12M 0.38% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,684 shares; 2026Q2: 10,340 shares 10,340 $1.12M 0.38% -344 Timeline XMLV 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: 12,119 shares; 2024Q4: 13,226 shares; 2025Q1: 12,959 shares; 2025Q2: 97,900 shares; 2025Q3: 94,609 shares; 2025Q4: 16,983 shares; 2026Q1: 14,235 shares; 2026Q2: 16,460 shares 16,460 $1.09M 0.37% +2,225 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: 19,392 shares; 2024Q4: 15,592 shares; 2025Q1: 20,519 shares; 2025Q2: 14,987 shares; 2025Q3: 14,836 shares; 2025Q4: 12,342 shares; 2026Q1: 6,533 shares; 2026Q2: 6,072 shares 6,072 $1.07M 0.36% -461 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,843 shares; 2024Q4: 9,513 shares; 2025Q1: 9,674 shares; 2025Q2: 10,141 shares; 2025Q3: 12,011 shares; 2025Q4: 13,738 shares; 2026Q1: 11,803 shares; 2026Q2: 13,463 shares 13,463 $1.01M 0.34% +1,660 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,414 shares; 2024Q4: 12,414 shares; 2025Q1: 11,845 shares; 2025Q2: 11,845 shares; 2025Q3: 11,845 shares; 2025Q4: 11,845 shares; 2026Q1: 10,610 shares; 2026Q2: 10,610 shares 10,610 $1.01M 0.34% 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,777 shares; 2026Q2: 3,873 shares 3,873 $1.01M 0.34% +96 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: 2,607 shares; 2024Q4: 3,061 shares; 2025Q1: 3,312 shares; 2025Q2: 3,823 shares; 2025Q3: 4,353 shares; 2025Q4: 4,918 shares; 2026Q1: 4,267 shares; 2026Q2: 4,936 shares 4,936 $975K 0.33% +669 Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 11,795 shares 11,795 $972K 0.33% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 14,221 shares 14,221 $944K 0.32% new Timeline TEX TEREX CORP NEW More: the full row for TEREX 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: 12,323 shares; 2026Q2: 12,823 shares 12,823 $928K 0.31% +500 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: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,398 shares; 2026Q2: 11,790 shares 11,790 $909K 0.31% -1,608 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,073 shares; 2025Q3: 15,149 shares; 2025Q4: 14,670 shares; 2026Q1: 6,403 shares; 2026Q2: 8,853 shares 8,853 $905K 0.31% +2,450 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,542 shares 6,542 $894K 0.3% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,678 shares; 2026Q2: 6,064 shares 6,064 $877K 0.3% -614 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: 1,408 shares; 2024Q4: 1,787 shares; 2025Q1: 1,774 shares; 2025Q2: 1,814 shares; 2025Q3: 1,314 shares; 2025Q4: 1,043 shares; 2026Q1: 786 shares; 2026Q2: 914 shares 914 $855K 0.29% +128 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: 32,849 shares; 2024Q4: 32,828 shares; 2025Q1: 32,271 shares; 2025Q2: 3,754 shares; 2025Q3: 3,644 shares; 2025Q4: 3,932 shares; 2026Q1: 2,941 shares; 2026Q2: 3,317 shares 3,317 $806K 0.27% +376 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 4,348 shares; 2026Q2: 3,512 shares 3,512 $806K 0.27% -836 Timeline PDP 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: 22,748 shares; 2024Q4: 22,583 shares; 2025Q1: 22,013 shares; 2025Q2: 21,943 shares; 2025Q3: 22,115 shares; 2025Q4: 21,790 shares; 2026Q1: 6,042 shares; 2026Q2: 5,293 shares 5,293 $803K 0.27% -749 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 52,909 shares; 2025Q4: 50,775 shares; 2026Q1: 28,166 shares; 2026Q2: 21,918 shares 21,918 $796K 0.27% -6,248 Timeline DWAS 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: 4,066 shares; 2024Q4: 4,438 shares; 2025Q1: 5,899 shares; 2025Q2: 7,579 shares; 2025Q3: 7,748 shares; 2025Q4: 8,340 shares; 2026Q1: 5,846 shares; 2026Q2: 6,054 shares 6,054 $771K 0.26% +208 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,871 shares 6,871 $768K 0.26% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $757K 0.26% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,043 shares 13,043 $724K 0.24% new 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: 14,548 shares; 2024Q4: 15,314 shares; 2025Q1: 16,348 shares; 2025Q2: 15,852 shares; 2025Q3: 16,055 shares; 2025Q4: 16,315 shares; 2026Q1: 9,467 shares; 2026Q2: 9,804 shares 9,804 $720K 0.24% +337 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,072 shares; 2024Q4: 6,892 shares; 2025Q1: 7,358 shares; 2025Q2: 7,832 shares; 2025Q3: 8,161 shares; 2025Q4: 8,248 shares; 2026Q1: 5,351 shares; 2026Q2: 5,863 shares 5,863 $689K 0.23% +512 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 20,947 shares 20,947 $681K 0.23% new Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,079 shares; 2024Q4: 22,638 shares; 2025Q1: 24,192 shares; 2025Q2: 18,845 shares; 2025Q3: 16,317 shares; 2025Q4: 13,409 shares; 2026Q1: 7,656 shares; 2026Q2: 7,764 shares 7,764 $653K 0.22% +108 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: 2,994 shares; 2025Q1: 3,783 shares; 2025Q2: 2,668 shares; 2025Q3: 2,848 shares; 2025Q4: 2,841 shares; 2026Q1: 1,047 shares; 2026Q2: 1,504 shares 1,504 $641K 0.22% +457 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $639K 0.22% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 611 shares; 2025Q1: 1,082 shares; 2025Q2: 1,945 shares; 2025Q3: 1,704 shares; 2025Q4: 1,580 shares; 2026Q1: 924 shares; 2026Q2: 840 shares 840 $635K 0.21% -84 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: 12,761 shares; 2024Q4: 12,524 shares; 2025Q1: 12,684 shares; 2025Q2: 13,125 shares; 2025Q3: 12,727 shares; 2025Q4: 12,390 shares; 2026Q1: 7,466 shares; 2026Q2: 7,532 shares 7,532 $624K 0.21% +66 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: 3,885 shares; 2024Q4: 3,906 shares; 2025Q1: 3,917 shares; 2025Q2: 3,933 shares; 2025Q3: 3,819 shares; 2025Q4: 3,845 shares; 2026Q1: 3,847 shares; 2026Q2: 3,748 shares 3,748 $588K 0.2% -99 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,294 shares; 2025Q4: 4,464 shares; 2026Q1: 2,429 shares; 2026Q2: 2,294 shares 2,294 $587K 0.2% -135 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: 16,783 shares; 2024Q4: 15,334 shares; 2025Q1: 15,180 shares; 2025Q2: 7,261 shares; 2025Q3: 6,368 shares; 2025Q4: 9,435 shares; 2026Q1: 7,356 shares; 2026Q2: 5,708 shares 5,708 $584K 0.2% -1,648 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: 3,597 shares; 2024Q4: 3,695 shares; 2025Q1: 3,977 shares; 2025Q2: 2,770 shares; 2025Q3: 2,963 shares; 2025Q4: 2,264 shares; 2026Q1: 857 shares; 2026Q2: 1,165 shares 1,165 $572K 0.19% +308 Timeline GTES GATES INDL CORP LTD More: the full row for GATES INDL CORP 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: not reported; 2026Q2: 18,920 shares 18,920 $529K 0.18% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,107 shares; 2025Q2: 4,107 shares; 2025Q3: 3,841 shares; 2025Q4: 3,272 shares; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192 $466K 0.16% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,969 shares; 2025Q1: 1,922 shares; 2025Q2: 1,909 shares; 2025Q3: 1,872 shares; 2025Q4: 1,840 shares; 2026Q1: 1,649 shares; 2026Q2: 1,266 shares 1,266 $452K 0.15% -383 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: 2,737 shares; 2024Q4: 2,369 shares; 2025Q1: 3,157 shares; 2025Q2: 3,252 shares; 2025Q3: 3,512 shares; 2025Q4: 3,876 shares; 2026Q1: 2,537 shares; 2026Q2: 2,829 shares 2,829 $436K 0.15% +292 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 reported; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $425K 0.14% 0 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: 24,350 shares; 2024Q4: 24,324 shares; 2025Q1: 24,620 shares; 2025Q2: 24,527 shares; 2025Q3: 24,601 shares; 2025Q4: 24,864 shares; 2026Q1: 5,484 shares; 2026Q2: 5,433 shares 5,433 $407K 0.14% -51 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 706 shares; 2025Q1: 774 shares; 2025Q2: 17,298 shares; 2025Q3: 10,325 shares; 2025Q4: 11,212 shares; 2026Q1: 4,233 shares; 2026Q2: 4,138 shares 4,138 $381K 0.13% -95 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $377K 0.13% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 27,442 shares 27,442 $363K 0.12% new Timeline PIZ 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: 17,517 shares; 2024Q4: 16,718 shares; 2025Q1: 15,009 shares; 2025Q2: 14,913 shares; 2025Q3: 14,479 shares; 2025Q4: 14,658 shares; 2026Q1: 6,381 shares; 2026Q2: 6,331 shares 6,331 $354K 0.12% -50 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 reported; 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 $344K 0.12% 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $317K 0.11% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,906 shares 1,906 $293K 0.1% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 247 shares 247 $280K 0.09% -53 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 3,210 shares 3,210 $277K 0.09% +2,675 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: 1,167 shares; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $273K 0.09% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,735 shares; 2025Q1: 2,814 shares; 2025Q2: 2,847 shares; 2025Q3: 2,945 shares; 2025Q4: 2,859 shares; 2026Q1: 2,806 shares; 2026Q2: 2,769 shares 2,769 $267K 0.09% -37 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 reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $255K 0.09% new 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: 2,097 shares; 2024Q4: 1,810 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,364 shares; 2025Q4: 1,242 shares; 2026Q1: 1,062 shares; 2026Q2: 1,040 shares 1,040 $248K 0.08% -22 Timeline IWB 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: 313 shares; 2025Q2: 313 shares; 2025Q3: not reported; 2025Q4: 4,472 shares; 2026Q1: 571 shares; 2026Q2: 571 shares 571 $234K 0.08% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $216K 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 reported; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 797 shares 797 $215K 0.07% -9 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 reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $211K 0.07% new Timeline