AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,953 shares; 2024Q4: 205,967 shares; 2025Q1: 204,405 shares; 2025Q2: 205,135 shares; 2025Q3: 204,751 shares; 2025Q4: 202,383 shares; 2026Q1: 202,058 shares; 2026Q2: 204,066 shares 204,066 $59M 4.88% +2,008 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: 25,243 shares; 2024Q4: 242,261 shares; 2025Q1: 237,685 shares; 2025Q2: 173,956 shares; 2025Q3: 168,060 shares; 2025Q4: 162,136 shares; 2026Q1: 154,474 shares; 2026Q2: 154,662 shares 154,662 $58.4M 4.83% +188 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,355 shares; 2025Q2: 154,980 shares; 2025Q3: 156,690 shares; 2025Q4: 152,162 shares; 2026Q1: 123,557 shares; 2026Q2: 123,512 shares 123,512 $53.5M 4.43% -45 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: 64,167 shares; 2024Q4: 69,806 shares; 2025Q1: 71,186 shares; 2025Q2: 129,044 shares; 2025Q3: 134,335 shares; 2025Q4: 129,750 shares; 2026Q1: 113,925 shares; 2026Q2: 115,350 shares 115,350 $41.2M 3.41% +1,425 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: 16,860 shares; 2024Q4: 161,255 shares; 2025Q1: 159,256 shares; 2025Q2: 203,343 shares; 2025Q3: 200,534 shares; 2025Q4: 199,347 shares; 2026Q1: 192,448 shares; 2026Q2: 194,629 shares 194,629 $38.9M 3.22% +2,181 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: 123,206 shares; 2024Q4: 126,045 shares; 2025Q1: 124,973 shares; 2025Q2: 111,909 shares; 2025Q3: 111,895 shares; 2025Q4: 110,099 shares; 2026Q1: 111,611 shares; 2026Q2: 114,157 shares 114,157 $37.4M 3.09% +2,546 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: 76,219 shares; 2024Q4: 78,561 shares; 2025Q1: 78,611 shares; 2025Q2: 82,131 shares; 2025Q3: 81,880 shares; 2025Q4: 81,707 shares; 2026Q1: 90,089 shares; 2026Q2: 92,778 shares 92,778 $34.6M 2.86% +2,689 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: 229,155 shares; 2024Q4: 243,781 shares; 2025Q1: 246,153 shares; 2025Q2: 268,522 shares; 2025Q3: 270,185 shares; 2025Q4: 263,619 shares; 2026Q1: 261,421 shares; 2026Q2: 264,245 shares 264,245 $31M 2.57% +2,824 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: 27,778 shares; 2024Q4: 29,126 shares; 2025Q1: 28,896 shares; 2025Q2: 40,809 shares; 2025Q3: 41,886 shares; 2025Q4: 40,854 shares; 2026Q1: 44,309 shares; 2026Q2: 46,284 shares 46,284 $26.1M 2.16% +1,975 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: 91,052 shares; 2024Q4: 95,929 shares; 2025Q1: 99,074 shares; 2025Q2: 122,715 shares; 2025Q3: 123,265 shares; 2025Q4: 119,962 shares; 2026Q1: 133,450 shares; 2026Q2: 137,145 shares 137,145 $25.3M 2.1% +3,695 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,697 shares; 2024Q4: 33,474 shares; 2025Q1: 33,585 shares; 2025Q2: 29,495 shares; 2025Q3: 29,980 shares; 2025Q4: 29,805 shares; 2026Q1: 32,022 shares; 2026Q2: 32,613 shares 32,613 $24.9M 2.06% +591 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: 249,773 shares; 2024Q4: 258,369 shares; 2025Q1: 258,310 shares; 2025Q2: 216,674 shares; 2025Q3: 220,025 shares; 2025Q4: 218,372 shares; 2026Q1: 210,975 shares; 2026Q2: 214,717 shares 214,717 $24.3M 2.01% +3,742 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,840 shares; 2024Q4: 55,954 shares; 2025Q1: 61,879 shares; 2025Q2: 93,730 shares; 2025Q3: 95,129 shares; 2025Q4: 96,456 shares; 2026Q1: 89,225 shares; 2026Q2: 91,397 shares 91,397 $23.2M 1.92% +2,172 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: 46,162 shares; 2024Q4: 49,081 shares; 2025Q1: 49,494 shares; 2025Q2: 57,583 shares; 2025Q3: 58,022 shares; 2025Q4: 57,232 shares; 2026Q1: 61,823 shares; 2026Q2: 64,285 shares 64,285 $22.7M 1.87% +2,462 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,991 shares; 2024Q4: 125,839 shares; 2025Q1: 134,426 shares; 2025Q2: 182,798 shares; 2025Q3: 184,470 shares; 2025Q4: 182,075 shares; 2026Q1: 170,964 shares; 2026Q2: 175,548 shares 175,548 $22.6M 1.87% +4,584 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: 77,727 shares; 2024Q4: 77,626 shares; 2025Q1: 77,833 shares; 2025Q2: 51,747 shares; 2025Q3: 51,212 shares; 2025Q4: 50,488 shares; 2026Q1: 49,845 shares; 2026Q2: 51,063 shares 51,063 $21.8M 1.8% +1,218 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: 50,712 shares; 2024Q4: 51,613 shares; 2025Q1: 51,933 shares; 2025Q2: 49,640 shares; 2025Q3: 49,589 shares; 2025Q4: 48,322 shares; 2026Q1: 50,571 shares; 2026Q2: 52,047 shares 52,047 $21.6M 1.79% +1,476 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: 54,729 shares; 2024Q4: 57,919 shares; 2025Q1: 59,008 shares; 2025Q2: 59,330 shares; 2025Q3: 59,862 shares; 2025Q4: 58,586 shares; 2026Q1: 60,508 shares; 2026Q2: 62,199 shares 62,199 $21.2M 1.75% +1,691 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: 110 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 115,439 shares; 2025Q3: 123,548 shares; 2025Q4: 121,153 shares; 2026Q1: 121,636 shares; 2026Q2: 126,408 shares 126,408 $20.6M 1.7% +4,772 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: 85,064 shares; 2024Q4: 93,636 shares; 2025Q1: 93,984 shares; 2025Q2: 79,043 shares; 2025Q3: 79,105 shares; 2025Q4: 81,424 shares; 2026Q1: 83,682 shares; 2026Q2: 84,585 shares 84,585 $20.2M 1.67% +903 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,079 shares; 2025Q1: 112,021 shares; 2025Q2: 158,726 shares; 2025Q3: 216,579 shares; 2025Q4: 282,328 shares; 2026Q1: 352,068 shares; 2026Q2: 413,143 shares 413,143 $20.1M 1.66% +61,075 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,306 shares; 2024Q4: 14,141 shares; 2025Q1: 14,345 shares; 2025Q2: 14,898 shares; 2025Q3: 15,267 shares; 2025Q4: 15,361 shares; 2026Q1: 15,197 shares; 2026Q2: 15,575 shares 15,575 $18.7M 1.54% +378 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,404 shares; 2025Q1: 98,094 shares; 2025Q2: 137,491 shares; 2025Q3: 185,925 shares; 2025Q4: 239,159 shares; 2026Q1: 300,166 shares; 2026Q2: 343,532 shares 343,532 $16.8M 1.39% +43,366 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,312 shares; 2025Q1: 94,266 shares; 2025Q2: 134,010 shares; 2025Q3: 183,979 shares; 2025Q4: 236,718 shares; 2026Q1: 297,279 shares; 2026Q2: 336,640 shares 336,640 $16.5M 1.36% +39,361 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,773 shares; 2024Q4: 65,382 shares; 2025Q1: 66,821 shares; 2025Q2: 67,123 shares; 2025Q3: 67,621 shares; 2025Q4: 67,261 shares; 2026Q1: 70,524 shares; 2026Q2: 72,940 shares 72,940 $16.1M 1.33% +2,416 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: 139,008 shares; 2024Q4: 155,428 shares; 2025Q1: 159,886 shares; 2025Q2: 120,052 shares; 2025Q3: 118,894 shares; 2025Q4: 115,912 shares; 2026Q1: 108,311 shares; 2026Q2: 109,073 shares 109,073 $15.9M 1.32% +762 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: 11,408 shares; 2024Q4: 16,131 shares; 2025Q1: 18,090 shares; 2025Q2: 20,895 shares; 2025Q3: 34,447 shares; 2025Q4: 35,839 shares; 2026Q1: 37,235 shares; 2026Q2: 35,917 shares 35,917 $15.1M 1.25% -1,318 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: 610 shares; 2024Q4: 670 shares; 2025Q1: 675 shares; 2025Q2: 12,799 shares; 2025Q3: 13,739 shares; 2025Q4: 12,389 shares; 2026Q1: 14,711 shares; 2026Q2: 15,448 shares 15,448 $14.5M 1.19% +737 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,817 shares; 2025Q1: 74,534 shares; 2025Q2: 113,004 shares; 2025Q3: 155,105 shares; 2025Q4: 199,054 shares; 2026Q1: 248,562 shares; 2026Q2: 281,252 shares 281,252 $13.9M 1.15% +32,690 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304,836 shares; 2026Q1: 315,683 shares; 2026Q2: 323,876 shares 323,876 $13.7M 1.14% +8,193 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: 30,036 shares; 2024Q4: 32,730 shares; 2025Q1: 34,369 shares; 2025Q2: 45,074 shares; 2025Q3: 45,922 shares; 2025Q4: 45,559 shares; 2026Q1: 45,107 shares; 2026Q2: 46,680 shares 46,680 $13.1M 1.08% +1,573 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: 33,520 shares; 2024Q4: 34,524 shares; 2025Q1: 35,030 shares; 2025Q2: 25,253 shares; 2025Q3: 25,405 shares; 2025Q4: 25,612 shares; 2026Q1: 25,866 shares; 2026Q2: 26,424 shares 26,424 $13M 1.07% +558 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: 923,703 shares; 2024Q4: 915,572 shares; 2025Q1: 903,097 shares; 2025Q2: 901,775 shares; 2025Q3: 897,282 shares; 2025Q4: 896,997 shares; 2026Q1: 895,963 shares; 2026Q2: 914,081 shares 914,081 $12.7M 1.05% +18,118 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: 48,823 shares; 2024Q4: 53,265 shares; 2025Q1: 55,220 shares; 2025Q2: 46,897 shares; 2025Q3: 45,823 shares; 2025Q4: 43,173 shares; 2026Q1: 44,625 shares; 2026Q2: 45,672 shares 45,672 $12.4M 1.03% +1,047 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,162 shares; 2024Q4: 57,317 shares; 2025Q1: 58,312 shares; 2025Q2: 46,975 shares; 2025Q3: 47,219 shares; 2025Q4: 47,209 shares; 2026Q1: 48,729 shares; 2026Q2: 49,591 shares 49,591 $11.8M 0.98% +862 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 189,323 shares; 2025Q4: 196,156 shares; 2026Q1: 218,876 shares; 2026Q2: 226,338 shares 226,338 $11.5M 0.95% +7,462 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: 1,659 shares; 2024Q4: 1,665 shares; 2025Q1: 1,688 shares; 2025Q2: 40,072 shares; 2025Q3: 42,156 shares; 2025Q4: 40,893 shares; 2026Q1: 42,846 shares; 2026Q2: 44,675 shares 44,675 $11.1M 0.92% +1,829 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: 32,664 shares; 2024Q4: 35,606 shares; 2025Q1: 35,988 shares; 2025Q2: 28,873 shares; 2025Q3: 29,232 shares; 2025Q4: 29,560 shares; 2026Q1: 31,485 shares; 2026Q2: 32,101 shares 32,101 $11M 0.91% +616 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,309 shares; 2025Q3: 338,484 shares; 2025Q4: 311,386 shares; 2026Q1: 389,833 shares; 2026Q2: 409,794 shares 409,794 $10.9M 0.9% +19,961 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: 23,320 shares; 2024Q4: 72,559 shares; 2025Q1: 73,129 shares; 2025Q2: 77,788 shares; 2025Q3: 78,584 shares; 2025Q4: 79,146 shares; 2026Q1: 75,680 shares; 2026Q2: 77,135 shares 77,135 $10.5M 0.87% +1,455 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,648 shares; 2024Q4: 67,487 shares; 2025Q1: 68,164 shares; 2025Q2: 71,093 shares; 2025Q3: 69,570 shares; 2025Q4: 68,666 shares; 2026Q1: 67,475 shares; 2026Q2: 65,329 shares 65,329 $9.93M 0.82% -2,146 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: 5,018 shares; 2024Q4: 9,365 shares; 2025Q1: 6,736 shares; 2025Q2: 10,357 shares; 2025Q3: 10,783 shares; 2025Q4: 18,233 shares; 2026Q1: 12,723 shares; 2026Q2: 12,884 shares 12,884 $9.62M 0.8% +161 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,248 shares; 2025Q1: 42,899 shares; 2025Q2: 30,850 shares; 2025Q3: 30,618 shares; 2025Q4: 29,993 shares; 2026Q1: 30,446 shares; 2026Q2: 31,271 shares 31,271 $8.71M 0.72% +825 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,607 shares; 2024Q4: 32,392 shares; 2025Q1: 34,394 shares; 2025Q2: 31,801 shares; 2025Q3: 31,893 shares; 2025Q4: 31,566 shares; 2026Q1: 28,811 shares; 2026Q2: 29,609 shares 29,609 $8.6M 0.71% +798 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: 18,217 shares; 2024Q4: 20,357 shares; 2025Q1: 20,347 shares; 2025Q2: 19,855 shares; 2025Q3: 40,430 shares; 2025Q4: 40,056 shares; 2026Q1: 54,361 shares; 2026Q2: 55,485 shares 55,485 $8.13M 0.67% +1,124 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,933 shares; 2024Q4: 36,411 shares; 2025Q1: 37,021 shares; 2025Q2: 39,884 shares; 2025Q3: 40,526 shares; 2025Q4: 40,302 shares; 2026Q1: 49,818 shares; 2026Q2: 51,333 shares 51,333 $8.04M 0.66% +1,515 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: 12,710 shares; 2024Q4: 14,281 shares; 2025Q1: 13,837 shares; 2025Q2: 23,569 shares; 2025Q3: 23,100 shares; 2025Q4: 23,311 shares; 2026Q1: 22,568 shares; 2026Q2: 22,623 shares 22,623 $7.99M 0.66% +55 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: 6,622 shares; 2024Q4: 6,745 shares; 2025Q1: 6,619 shares; 2025Q2: 6,923 shares; 2025Q3: 6,893 shares; 2025Q4: 6,877 shares; 2026Q1: 6,591 shares; 2026Q2: 6,564 shares 6,564 $6.99M 0.58% -27 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,828 shares; 2024Q4: 37,768 shares; 2025Q1: 39,375 shares; 2025Q2: 41,851 shares; 2025Q3: 42,529 shares; 2025Q4: 42,758 shares; 2026Q1: 42,798 shares; 2026Q2: 44,098 shares 44,098 $6.68M 0.55% +1,300 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: 14,421 shares; 2024Q4: 15,923 shares; 2025Q1: 16,129 shares; 2025Q2: 13,151 shares; 2025Q3: 13,323 shares; 2025Q4: 13,190 shares; 2026Q1: 15,573 shares; 2026Q2: 15,615 shares 15,615 $6.36M 0.53% +42 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,535 shares; 2024Q4: 55,025 shares; 2025Q1: 56,310 shares; 2025Q2: 41,953 shares; 2025Q3: 42,119 shares; 2025Q4: 41,536 shares; 2026Q1: 46,303 shares; 2026Q2: 47,765 shares 47,765 $5.88M 0.49% +1,462 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: 34,838 shares; 2024Q4: 34,299 shares; 2025Q1: 33,920 shares; 2025Q2: 31,122 shares; 2025Q3: 29,636 shares; 2025Q4: 29,456 shares; 2026Q1: 29,539 shares; 2026Q2: 29,475 shares 29,475 $5.59M 0.46% -64 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: 228 shares; 2024Q4: 883 shares; 2025Q1: 957 shares; 2025Q2: 1,034 shares; 2025Q3: 1,195 shares; 2025Q4: 13,855 shares; 2026Q1: 13,743 shares; 2026Q2: 13,746 shares 13,746 $5.09M 0.42% +3 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: 16,520 shares; 2024Q4: 16,412 shares; 2025Q1: 16,201 shares; 2025Q2: 15,500 shares; 2025Q3: 14,651 shares; 2025Q4: 15,192 shares; 2026Q1: 15,109 shares; 2026Q2: 15,032 shares 15,032 $5.08M 0.42% -77 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 reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 954 shares; 2025Q3: 15,093 shares; 2025Q4: 19,058 shares; 2026Q1: 54,361 shares; 2026Q2: 58,745 shares 58,745 $4.81M 0.4% +4,384 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: 316 shares; 2024Q4: 796 shares; 2025Q1: 739 shares; 2025Q2: 4,301 shares; 2025Q3: 4,337 shares; 2025Q4: 4,717 shares; 2026Q1: 4,683 shares; 2026Q2: 4,694 shares 4,694 $4.75M 0.39% +11 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 12,551 shares; 2025Q3: 13,044 shares; 2025Q4: 13,268 shares; 2026Q1: 13,251 shares; 2026Q2: 66,407 shares 66,407 $4.37M 0.36% +53,156 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: 1,312 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 11,386 shares; 2025Q3: 11,326 shares; 2025Q4: 11,286 shares; 2026Q1: 11,525 shares; 2026Q2: 11,937 shares 11,937 $4.07M 0.34% +412 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: 12,932 shares; 2024Q4: 12,462 shares; 2025Q1: 12,296 shares; 2025Q2: 14,687 shares; 2025Q3: 15,738 shares; 2025Q4: 15,558 shares; 2026Q1: 15,642 shares; 2026Q2: 15,537 shares 15,537 $4.05M 0.33% -105 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: 4,135 shares; 2024Q4: 3,718 shares; 2025Q1: 3,340 shares; 2025Q2: 14,780 shares; 2025Q3: 15,701 shares; 2025Q4: 15,858 shares; 2026Q1: 16,011 shares; 2026Q2: 15,922 shares 15,922 $4.01M 0.33% -89 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: 8,404 shares; 2024Q4: 8,974 shares; 2025Q1: 8,964 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares; 2025Q4: 7,935 shares; 2026Q1: 7,411 shares; 2026Q2: 4,824 shares 4,824 $3.61M 0.3% -2,587 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: 36,359 shares; 2024Q4: 31,916 shares; 2025Q1: 28,587 shares; 2025Q2: 14,130 shares; 2025Q3: 14,073 shares; 2025Q4: 13,960 shares; 2026Q1: 13,939 shares; 2026Q2: 13,925 shares 13,925 $3.56M 0.29% -14 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: 36,346 shares; 2024Q4: 42,248 shares; 2025Q1: 47,080 shares; 2025Q2: 11,443 shares; 2025Q3: 6,661 shares; 2025Q4: 6,020 shares; 2026Q1: 6,055 shares; 2026Q2: 6,068 shares 6,068 $3.52M 0.29% +13 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 33 shares; 2025Q1: 31 shares; 2025Q2: 8,334 shares; 2025Q3: 9,026 shares; 2025Q4: 8,263 shares; 2026Q1: 9,544 shares; 2026Q2: 9,950 shares 9,950 $3.43M 0.28% +406 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: 6,596 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 22,350 shares; 2025Q3: 26,508 shares; 2025Q4: 26,772 shares; 2026Q1: 26,940 shares; 2026Q2: 26,864 shares 26,864 $3.39M 0.28% -76 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: 7,946 shares; 2024Q4: 10,624 shares; 2025Q1: 11,556 shares; 2025Q2: 27,147 shares; 2025Q3: 27,319 shares; 2025Q4: 27,680 shares; 2026Q1: 27,279 shares; 2026Q2: 28,192 shares 28,192 $3.29M 0.27% +913 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: 4,649 shares; 2024Q4: 4,837 shares; 2025Q1: 4,602 shares; 2025Q2: 4,551 shares; 2025Q3: 4,556 shares; 2025Q4: 46,123 shares; 2026Q1: 45,266 shares; 2026Q2: 45,306 shares 45,306 $3.23M 0.27% +40 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: 21,063 shares; 2024Q4: 22,998 shares; 2025Q1: 22,766 shares; 2025Q2: 30,619 shares; 2025Q3: 30,315 shares; 2025Q4: 29,910 shares; 2026Q1: 30,393 shares; 2026Q2: 30,550 shares 30,550 $3.12M 0.26% +157 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $2.94M 0.24% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 13,312 shares; 2025Q3: 14,380 shares; 2025Q4: 14,225 shares; 2026Q1: 14,362 shares; 2026Q2: 14,253 shares 14,253 $2.87M 0.24% -109 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,858 shares; 2025Q1: 4,746 shares; 2025Q2: 5,723 shares; 2025Q3: 5,750 shares; 2025Q4: 5,737 shares; 2026Q1: 5,605 shares; 2026Q2: 5,579 shares 5,579 $2.77M 0.23% -26 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 10,711 shares; 2025Q3: 10,710 shares; 2025Q4: 10,632 shares; 2026Q1: 10,310 shares; 2026Q2: 10,286 shares 10,286 $2.77M 0.23% -24 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,007 shares; 2025Q1: 6,921 shares; 2025Q2: 10,052 shares; 2025Q3: 10,030 shares; 2025Q4: 11,185 shares; 2026Q1: 10,769 shares; 2026Q2: 10,707 shares 10,707 $2.74M 0.23% -62 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: 2,670 shares; 2024Q4: 7,917 shares; 2025Q1: 7,124 shares; 2025Q2: 8,421 shares; 2025Q3: 8,890 shares; 2025Q4: 9,911 shares; 2026Q1: 9,979 shares; 2026Q2: 10,088 shares 10,088 $2.58M 0.21% +109 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,019 shares; 2025Q1: 6,524 shares; 2025Q2: 15,241 shares; 2025Q3: 15,225 shares; 2025Q4: 15,204 shares; 2026Q1: 15,169 shares; 2026Q2: 16,140 shares 16,140 $2.56M 0.21% +971 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: 45 shares; 2024Q4: 172 shares; 2025Q1: 6,141 shares; 2025Q2: 13,954 shares; 2025Q3: 18,447 shares; 2025Q4: 18,290 shares; 2026Q1: 24,484 shares; 2026Q2: 28,443 shares 28,443 $2.5M 0.21% +3,959 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 83,134 shares; 2026Q1: 49,304 shares; 2026Q2: 49,304 shares 49,304 $2.48M 0.21% 0 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: 13,863 shares; 2024Q4: 14,083 shares; 2025Q1: 13,780 shares; 2025Q2: 11,122 shares; 2025Q3: 11,133 shares; 2025Q4: 11,078 shares; 2026Q1: 10,767 shares; 2026Q2: 10,705 shares 10,705 $2.46M 0.2% -62 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,390 shares; 2024Q4: 28,997 shares; 2025Q1: 28,523 shares; 2025Q2: 28,760 shares; 2025Q3: 29,638 shares; 2025Q4: 29,490 shares; 2026Q1: 29,997 shares; 2026Q2: 29,808 shares 29,808 $2.22M 0.18% -189 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: 12,367 shares; 2025Q1: 14,532 shares; 2025Q2: 1,658 shares; 2025Q3: 5,410 shares; 2025Q4: 5,478 shares; 2026Q1: 5,381 shares; 2026Q2: 5,382 shares 5,382 $2.2M 0.18% +1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 13,905 shares; 2025Q3: 14,751 shares; 2025Q4: 14,716 shares; 2026Q1: 14,749 shares; 2026Q2: 14,628 shares 14,628 $2.14M 0.18% -121 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15,723 shares; 2026Q1: 15,723 shares; 2026Q2: 15,723 shares 15,723 $2.01M 0.17% 0 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: 470 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 11,228 shares 11,228 $2M 0.17% +10,779 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: 5,030 shares; 2024Q4: 5,613 shares; 2025Q1: 5,111 shares; 2025Q2: 5,106 shares; 2025Q3: 5,198 shares; 2025Q4: 10,683 shares; 2026Q1: 10,695 shares; 2026Q2: 10,369 shares 10,369 $1.98M 0.16% -326 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 19,972 shares; 2025Q4: 32,233 shares; 2026Q1: 44,019 shares; 2026Q2: 39,137 shares 39,137 $1.97M 0.16% -4,882 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: 712 shares; 2024Q4: 1,136 shares; 2025Q1: 1,121 shares; 2025Q2: 2,240 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,636 shares; 2026Q2: 2,636 shares 2,636 $1.94M 0.16% 0 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: 234 shares; 2024Q4: 970 shares; 2025Q1: 1,283 shares; 2025Q2: 10,167 shares; 2025Q3: 10,951 shares; 2025Q4: 8,521 shares; 2026Q1: 8,730 shares; 2026Q2: 11,402 shares 11,402 $1.91M 0.16% +2,672 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 8,672 shares; 2025Q2: 11,496 shares; 2025Q3: 18,351 shares; 2025Q4: 21,802 shares; 2026Q1: 29,296 shares; 2026Q2: 37,960 shares 37,960 $1.79M 0.15% +8,664 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,217 shares; 2024Q4: 7,338 shares; 2025Q1: 7,265 shares; 2025Q2: 12,564 shares; 2025Q3: 12,596 shares; 2025Q4: 12,364 shares; 2026Q1: 12,312 shares; 2026Q2: 12,424 shares 12,424 $1.78M 0.15% +112 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: 19,007 shares; 2024Q4: 23,659 shares; 2025Q1: 24,475 shares; 2025Q2: 20,344 shares; 2025Q3: 20,848 shares; 2025Q4: 21,585 shares; 2026Q1: 22,089 shares; 2026Q2: 22,670 shares 22,670 $1.64M 0.14% +581 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 8,939 shares; 2025Q3: 14,356 shares; 2025Q4: 17,782 shares; 2026Q1: 31,060 shares; 2026Q2: 31,896 shares 31,896 $1.62M 0.13% +836 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,180 shares; 2024Q4: 12,104 shares; 2025Q1: 11,917 shares; 2025Q2: 7,942 shares; 2025Q3: 7,922 shares; 2025Q4: 7,888 shares; 2026Q1: 7,842 shares; 2026Q2: 7,834 shares 7,834 $1.61M 0.13% -8 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: 26,806 shares; 2024Q4: 27,027 shares; 2025Q1: 27,027 shares; 2025Q2: 26,733 shares; 2025Q3: 26,809 shares; 2025Q4: 25,568 shares; 2026Q1: 25,698 shares; 2026Q2: 27,548 shares 27,548 $1.59M 0.13% +1,850 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares 5,174 $1.56M 0.13% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,349 shares; 2025Q1: 8,883 shares; 2025Q2: 11,841 shares; 2025Q3: 18,975 shares; 2025Q4: 22,523 shares; 2026Q1: 30,283 shares; 2026Q2: 33,814 shares 33,814 $1.54M 0.13% +3,531 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 2,964 shares; 2025Q3: 2,951 shares; 2025Q4: 3,139 shares; 2026Q1: 3,121 shares; 2026Q2: 3,214 shares 3,214 $1.48M 0.12% +93 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: 1,551 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,500 shares 1,500 $1.45M 0.12% +11 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 481 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 528 shares; 2025Q4: 2,928 shares; 2026Q1: 3,132 shares; 2026Q2: 3,186 shares 3,186 $1.37M 0.11% +54 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,847 shares; 2026Q1: 1,852 shares; 2026Q2: 1,852 shares 1,852 $1.34M 0.11% 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: 3,246 shares; 2024Q4: 3,883 shares; 2025Q1: 3,774 shares; 2025Q2: 4,106 shares; 2025Q3: 4,213 shares; 2025Q4: 4,462 shares; 2026Q1: 4,452 shares; 2026Q2: 4,529 shares 4,529 $1.25M 0.1% +77 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: 29 shares; 2024Q4: 775 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 12,328 shares; 2026Q1: 12,328 shares; 2026Q2: 12,365 shares 12,365 $1.18M 0.1% +37 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,202 shares; 2026Q1: 3,202 shares; 2026Q2: 3,202 shares 3,202 $1.16M 0.1% 0 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: 743 shares; 2024Q4: 1,357 shares; 2025Q1: 1,260 shares; 2025Q2: 1,264 shares; 2025Q3: 1,291 shares; 2025Q4: 1,758 shares; 2026Q1: 1,618 shares; 2026Q2: 1,684 shares 1,684 $1.16M 0.1% +66 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: 8,143 shares; 2024Q4: 9,437 shares; 2025Q1: 8,679 shares; 2025Q2: 8,300 shares; 2025Q3: 6,700 shares; 2025Q4: 5,987 shares; 2026Q1: 5,603 shares; 2026Q2: 7,849 shares 7,849 $1.15M 0.1% +2,246 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,674 shares; 2024Q4: 6,170 shares; 2025Q1: 5,862 shares; 2025Q2: 6,589 shares; 2025Q3: 6,507 shares; 2025Q4: 6,456 shares; 2026Q1: 6,419 shares; 2026Q2: 6,418 shares 6,418 $1.13M 0.09% -1 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: 1,423 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,880 shares; 2025Q3: 1,929 shares; 2025Q4: 2,010 shares; 2026Q1: 2,224 shares; 2026Q2: 2,224 shares 2,224 $1.11M 0.09% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 2,249 shares; 2025Q1: 3,749 shares; 2025Q2: 3,787 shares; 2025Q3: 3,837 shares; 2025Q4: 2,966 shares; 2026Q1: 2,962 shares; 2026Q2: 3,171 shares 3,171 $1.06M 0.09% +209 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: 14,155 shares; 2024Q4: 15,482 shares; 2025Q1: 14,987 shares; 2025Q2: 10,681 shares; 2025Q3: 10,992 shares; 2025Q4: 14,360 shares; 2026Q1: 13,531 shares; 2026Q2: 13,567 shares 13,567 $1.05M 0.09% +36 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: 25 shares; 2024Q4: 737 shares; 2025Q1: 783 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $1.02M 0.08% 0 Timeline AVIV 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: 642 shares; 2024Q4: 2,545 shares; 2025Q1: 3,366 shares; 2025Q2: 4,078 shares; 2025Q3: 4,145 shares; 2025Q4: 5,144 shares; 2026Q1: 11,210 shares; 2026Q2: 13,190 shares 13,190 $1.02M 0.08% +1,980 Timeline DFAW 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: 4,287 shares; 2025Q1: 7,792 shares; 2025Q2: 11,274 shares; 2025Q3: 11,865 shares; 2025Q4: 12,277 shares; 2026Q1: 11,703 shares; 2026Q2: 12,033 shares 12,033 $996K 0.08% +330 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: 7,529 shares; 2024Q4: 6,214 shares; 2025Q1: 5,582 shares; 2025Q2: 5,176 shares; 2025Q3: 5,903 shares; 2025Q4: 5,771 shares; 2026Q1: 7,583 shares; 2026Q2: 5,816 shares 5,816 $964K 0.08% -1,767 Timeline AVGE 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: 3,750 shares; 2025Q1: 6,800 shares; 2025Q2: 8,193 shares; 2025Q3: 8,698 shares; 2025Q4: 8,740 shares; 2026Q1: 8,933 shares; 2026Q2: 9,626 shares 9,626 $954K 0.08% +693 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 20,026 shares; 2025Q3: 20,103 shares; 2025Q4: 17,262 shares; 2026Q1: 17,875 shares; 2026Q2: 22,269 shares 22,269 $950K 0.08% +4,394 Timeline AVEM 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: 1,063 shares; 2024Q4: 2,225 shares; 2025Q1: 2,896 shares; 2025Q2: 3,500 shares; 2025Q3: 3,429 shares; 2025Q4: 4,211 shares; 2026Q1: 8,001 shares; 2026Q2: 9,556 shares 9,556 $922K 0.08% +1,555 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: 635 shares; 2024Q4: 2,272 shares; 2025Q1: 3,003 shares; 2025Q2: 3,714 shares; 2025Q3: 3,362 shares; 2025Q4: 4,193 shares; 2026Q1: 7,550 shares; 2026Q2: 8,905 shares 8,905 $918K 0.08% +1,355 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: 2,140 shares; 2024Q4: 2,440 shares; 2025Q1: 2,406 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,482 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $890K 0.07% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 3,143 shares; 2025Q1: 3,064 shares; 2025Q2: 2,753 shares; 2025Q3: 2,783 shares; 2025Q4: 2,776 shares; 2026Q1: 2,784 shares; 2026Q2: 3,482 shares 3,482 $886K 0.07% +698 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: 2,836 shares; 2024Q4: 2,913 shares; 2025Q1: 2,917 shares; 2025Q2: 3,088 shares; 2025Q3: 3,092 shares; 2025Q4: 3,105 shares; 2026Q1: 3,109 shares; 2026Q2: 3,130 shares 3,130 $880K 0.07% +21 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 5,187 shares; 2026Q1: 5,187 shares; 2026Q2: 4,987 shares 4,987 $866K 0.07% -200 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,325 shares; 2025Q3: 5,446 shares; 2025Q4: 4,792 shares; 2026Q1: 4,829 shares; 2026Q2: 5,034 shares 5,034 $855K 0.07% +205 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: 4,470 shares; 2024Q4: 4,721 shares; 2025Q1: 4,711 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares; 2025Q4: 5,694 shares; 2026Q1: 5,744 shares; 2026Q2: 5,864 shares 5,864 $819K 0.07% +120 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: 3,841 shares; 2024Q4: 3,349 shares; 2025Q1: 3,313 shares; 2025Q2: 3,293 shares; 2025Q3: 3,244 shares; 2025Q4: 3,232 shares; 2026Q1: 3,249 shares; 2026Q2: 2,913 shares 2,913 $787K 0.07% -336 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: 12,011 shares; 2024Q4: 10,701 shares; 2025Q1: 10,197 shares; 2025Q2: 10,644 shares; 2025Q3: 9,891 shares; 2025Q4: 9,520 shares; 2026Q1: 9,347 shares; 2026Q2: 9,454 shares 9,454 $768K 0.06% +107 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,950 shares; 2025Q1: 5,508 shares; 2025Q2: 3,839 shares; 2025Q3: 3,907 shares; 2025Q4: 4,044 shares; 2026Q1: 3,947 shares; 2026Q2: 4,991 shares 4,991 $760K 0.06% +1,044 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: 193 shares; 2024Q4: 1,129 shares; 2025Q1: 1,048 shares; 2025Q2: 1,467 shares; 2025Q3: 1,605 shares; 2025Q4: 1,871 shares; 2026Q1: 1,882 shares; 2026Q2: 1,913 shares 1,913 $760K 0.06% +31 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: 3,444 shares; 2024Q4: 2,750 shares; 2025Q1: 2,564 shares; 2025Q2: 2,549 shares; 2025Q3: 2,469 shares; 2025Q4: 2,449 shares; 2026Q1: 2,434 shares; 2026Q2: 2,452 shares 2,452 $731K 0.06% +18 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: 659 shares; 2024Q4: 559 shares; 2025Q1: 615 shares; 2025Q2: 674 shares; 2025Q3: 718 shares; 2025Q4: 4,915 shares; 2026Q1: 4,783 shares; 2026Q2: 4,813 shares 4,813 $714K 0.06% +30 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: 1,677 shares; 2024Q4: 1,770 shares; 2025Q1: 1,671 shares; 2025Q2: 1,142 shares; 2025Q3: 1,138 shares; 2025Q4: 1,121 shares; 2026Q1: 1,008 shares; 2026Q2: 1,003 shares 1,003 $705K 0.06% -5 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: 4,429 shares; 2024Q4: 7,814 shares; 2025Q1: 9,281 shares; 2025Q2: 10,922 shares; 2025Q3: 10,863 shares; 2025Q4: 12,452 shares; 2026Q1: 4,932 shares; 2026Q2: 4,274 shares 4,274 $702K 0.06% -658 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,189 shares; 2024Q4: 220,189 shares; 2025Q1: 220,189 shares; 2025Q2: 220,189 shares; 2025Q3: 220,189 shares; 2025Q4: 220,189 shares; 2026Q1: 220,189 shares; 2026Q2: 304,135 shares 304,135 $689K 0.06% +83,946 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: 62 shares; 2024Q4: 100 shares; 2025Q1: 85 shares; 2025Q2: 2,719 shares; 2025Q3: 2,701 shares; 2025Q4: 2,727 shares; 2026Q1: 3,752 shares; 2026Q2: 3,752 shares 3,752 $679K 0.06% 0 Timeline BILS 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: 4,548 shares; 2024Q4: 5,196 shares; 2025Q1: 5,914 shares; 2025Q2: 7,064 shares; 2025Q3: 7,544 shares; 2025Q4: 8,772 shares; 2026Q1: 9,565 shares; 2026Q2: 6,755 shares 6,755 $671K 0.06% -2,810 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: 656 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 1,926 shares; 2025Q3: 6,023 shares; 2025Q4: 6,937 shares; 2026Q1: 6,977 shares; 2026Q2: 7,182 shares 7,182 $671K 0.06% +205 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: 1,077 shares; 2024Q4: 1,464 shares; 2025Q1: 1,448 shares; 2025Q2: 1,635 shares; 2025Q3: 1,637 shares; 2025Q4: 1,773 shares; 2026Q1: 1,784 shares; 2026Q2: 1,788 shares 1,788 $668K 0.06% +4 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 4,252 shares; 2025Q1: 4,690 shares; 2025Q2: 5,477 shares; 2025Q3: 5,944 shares; 2025Q4: 4,374 shares; 2026Q1: 4,463 shares; 2026Q2: 4,611 shares 4,611 $629K 0.05% +148 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: 1,175 shares; 2024Q4: 7,437 shares; 2025Q1: 6,612 shares; 2025Q2: 8,034 shares; 2025Q3: 8,785 shares; 2025Q4: 10,176 shares; 2026Q1: 10,346 shares; 2026Q2: 10,535 shares 10,535 $585K 0.05% +189 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: 8,354 shares; 2024Q4: 9,104 shares; 2025Q1: 8,465 shares; 2025Q2: 5,392 shares; 2025Q3: 5,366 shares; 2025Q4: 5,227 shares; 2026Q1: 4,563 shares; 2026Q2: 4,503 shares 4,503 $573K 0.05% -60 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 2,577 shares; 2025Q1: 2,413 shares; 2025Q2: 2,392 shares; 2025Q3: 2,334 shares; 2025Q4: 2,342 shares; 2026Q1: 2,323 shares; 2026Q2: 2,301 shares 2,301 $567K 0.05% -22 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: 87 shares; 2024Q4: 1,229 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares; 2026Q1: 1,048 shares; 2026Q2: 6,291 shares 6,291 $542K 0.04% +5,243 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 reported; 2024Q4: 475 shares; 2025Q1: 413 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 1,165 shares; 2026Q1: 492 shares; 2026Q2: 462 shares 462 $533K 0.04% -30 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: 6,852 shares; 2024Q4: 6,852 shares; 2025Q1: 6,852 shares; 2025Q2: 6,930 shares; 2025Q3: 6,852 shares; 2025Q4: 6,982 shares; 2026Q1: 6,983 shares; 2026Q2: 6,982 shares 6,982 $527K 0.04% -1 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: 14,597 shares; 2024Q4: 15,904 shares; 2025Q1: 14,791 shares; 2025Q2: 9,215 shares; 2025Q3: 9,183 shares; 2025Q4: 8,956 shares; 2026Q1: 7,743 shares; 2026Q2: 7,687 shares 7,687 $521K 0.04% -56 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: 649 shares; 2024Q4: 4,412 shares; 2025Q1: 4,341 shares; 2025Q2: 5,896 shares; 2025Q3: 5,907 shares; 2025Q4: 6,038 shares; 2026Q1: 7,202 shares; 2026Q2: 7,213 shares 7,213 $519K 0.04% +11 Timeline MGV 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: 249 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130 $512K 0.04% 0 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 reported; 2024Q4: 3,723 shares; 2025Q1: 3,616 shares; 2025Q2: 1,128 shares; 2025Q3: 1,234 shares; 2025Q4: 1,401 shares; 2026Q1: 1,387 shares; 2026Q2: 1,426 shares 1,426 $505K 0.04% +39 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,378 shares; 2024Q4: 7,188 shares; 2025Q1: 6,321 shares; 2025Q2: 6,198 shares; 2025Q3: 6,114 shares; 2025Q4: 6,088 shares; 2026Q1: 6,118 shares; 2026Q2: 6,322 shares 6,322 $495K 0.04% +204 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: 134 shares; 2024Q4: 656 shares; 2025Q1: 600 shares; 2025Q2: 714 shares; 2025Q3: 759 shares; 2025Q4: 951 shares; 2026Q1: 930 shares; 2026Q2: 958 shares 958 $492K 0.04% +28 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 reported; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $490K 0.04% 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: 4,664 shares; 2024Q4: 4,860 shares; 2025Q1: 4,873 shares; 2025Q2: 4,780 shares; 2025Q3: 4,793 shares; 2025Q4: 5,102 shares; 2026Q1: 5,128 shares; 2026Q2: 5,221 shares 5,221 $489K 0.04% +93 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: 2,961 shares; 2025Q1: 4,267 shares; 2025Q2: 4,270 shares; 2025Q3: 4,346 shares; 2025Q4: 4,541 shares; 2026Q1: 4,550 shares; 2026Q2: 4,669 shares 4,669 $477K 0.04% +119 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,663 shares; 2024Q4: 83,548 shares; 2025Q1: 83,548 shares; 2025Q2: 90,563 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares; 2026Q1: 26,811 shares; 2026Q2: 43,285 shares 43,285 $458K 0.04% +16,474 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 reported; 2024Q4: 282 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 323 shares; 2025Q4: 387 shares; 2026Q1: 380 shares; 2026Q2: 382 shares 382 $449K 0.04% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,501 shares 2,501 $427K 0.04% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 1,320 shares; 2025Q1: 1,739 shares; 2025Q2: 6,897 shares; 2025Q3: 7,014 shares; 2025Q4: 4,637 shares; 2026Q1: 4,723 shares; 2026Q2: 4,859 shares 4,859 $423K 0.03% +136 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: 3,048 shares; 2024Q4: 3,561 shares; 2025Q1: 3,372 shares; 2025Q2: 2,994 shares; 2025Q3: 2,910 shares; 2025Q4: 3,169 shares; 2026Q1: 2,913 shares; 2026Q2: 2,956 shares 2,956 $414K 0.03% +43 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: 167 shares; 2024Q4: 400 shares; 2025Q1: 503 shares; 2025Q2: 554 shares; 2025Q3: 558 shares; 2025Q4: 3,080 shares; 2026Q1: 3,288 shares; 2026Q2: 4,075 shares 4,075 $405K 0.03% +787 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: 10 shares; 2024Q4: 191 shares; 2025Q1: 177 shares; 2025Q2: 710 shares; 2025Q3: 708 shares; 2025Q4: 785 shares; 2026Q1: 819 shares; 2026Q2: 831 shares 831 $397K 0.03% +12 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: 367 shares; 2024Q4: 3,836 shares; 2025Q1: 4,153 shares; 2025Q2: 5,274 shares; 2025Q3: 5,632 shares; 2025Q4: 5,879 shares; 2026Q1: 6,875 shares; 2026Q2: 4,230 shares 4,230 $388K 0.03% -2,645 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 1,775 shares; 2025Q1: 1,665 shares; 2025Q2: 1,649 shares; 2025Q3: 1,613 shares; 2025Q4: 1,628 shares; 2026Q1: 1,613 shares; 2026Q2: 1,615 shares 1,615 $384K 0.03% +2 Timeline VONE 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: 1,111 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,121 shares; 2025Q4: 1,124 shares; 2026Q1: 1,127 shares; 2026Q2: 1,130 shares 1,130 $383K 0.03% +3 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: 278 shares; 2024Q4: 1,847 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,293 shares; 2025Q4: 1,304 shares; 2026Q1: 1,737 shares; 2026Q2: 1,742 shares 1,742 $380K 0.03% +5 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,707 shares; 2024Q4: 6,707 shares; 2025Q1: 6,707 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares; 2026Q2: 6,707 shares 6,707 $377K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594 shares; 2024Q4: 2,090 shares; 2025Q1: 1,956 shares; 2025Q2: 1,914 shares; 2025Q3: 1,869 shares; 2025Q4: 1,878 shares; 2026Q1: 1,854 shares; 2026Q2: 1,667 shares 1,667 $373K 0.03% -187 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: 4,585 shares; 2024Q4: 3,566 shares; 2025Q1: 3,559 shares; 2025Q2: 2,880 shares; 2025Q3: 2,944 shares; 2025Q4: 3,025 shares; 2026Q1: 3,042 shares; 2026Q2: 3,187 shares 3,187 $364K 0.03% +145 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 4,650 shares; 2025Q1: 4,668 shares; 2025Q2: 4,448 shares; 2025Q3: 4,467 shares; 2025Q4: 4,494 shares; 2026Q1: 4,520 shares; 2026Q2: 4,749 shares 4,749 $361K 0.03% +229 Timeline SPTS 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: 1,288 shares; 2024Q4: 6,997 shares; 2025Q1: 7,554 shares; 2025Q2: 8,431 shares; 2025Q3: 8,773 shares; 2025Q4: 12,927 shares; 2026Q1: 13,770 shares; 2026Q2: 12,270 shares 12,270 $356K 0.03% -1,500 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: 131 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares; 2026Q2: 4,862 shares 4,862 $351K 0.03% 0 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: 1,621 shares; 2024Q4: 2,104 shares; 2025Q1: 2,114 shares; 2025Q2: 1,993 shares; 2025Q3: 2,002 shares; 2025Q4: 2,028 shares; 2026Q1: 2,037 shares; 2026Q2: 2,069 shares 2,069 $350K 0.03% +32 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 621 shares; 2025Q1: 987 shares; 2025Q2: 1,015 shares; 2025Q3: 1,034 shares; 2025Q4: 1,112 shares; 2026Q1: 1,132 shares; 2026Q2: 1,169 shares 1,169 $345K 0.03% +37 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: 1,335 shares; 2024Q4: 1,413 shares; 2025Q1: 1,418 shares; 2025Q2: 1,315 shares; 2025Q3: 1,304 shares; 2025Q4: 1,323 shares; 2026Q1: 1,350 shares; 2026Q2: 2,128 shares 2,128 $345K 0.03% +778 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: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $342K 0.03% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,106 shares; 2025Q3: 18,055 shares; 2025Q4: 15,714 shares; 2026Q1: 15,598 shares; 2026Q2: 15,598 shares 15,598 $324K 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 3,057 shares; 2026Q2: 3,206 shares 3,206 $321K 0.03% +149 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 580 shares; 2025Q2: 628 shares; 2025Q3: 642 shares; 2025Q4: 547 shares; 2026Q1: 571 shares; 2026Q2: 598 shares 598 $317K 0.03% +27 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: 6,094 shares; 2024Q4: 7,844 shares; 2025Q1: 7,880 shares; 2025Q2: 7,373 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,889 shares; 2026Q2: 5,889 shares 5,889 $315K 0.03% 0 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER 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: 1,826 shares; 2026Q2: 10,720 shares 10,720 $314K 0.03% +8,894 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: 3,813 shares; 2024Q4: 4,707 shares; 2025Q1: 4,720 shares; 2025Q2: 3,641 shares; 2025Q3: 3,612 shares; 2025Q4: 4,257 shares; 2026Q1: 5,501 shares; 2026Q2: 5,507 shares 5,507 $314K 0.03% +6 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: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,209 shares; 2026Q1: 5,322 shares; 2026Q2: 5,892 shares 5,892 $313K 0.03% +570 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 1,890 shares; 2026Q1: 1,914 shares; 2026Q2: 1,973 shares 1,973 $306K 0.03% +59 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: 12,252 shares; 2024Q4: 9,189 shares; 2025Q1: 7,473 shares; 2025Q2: 6,595 shares; 2025Q3: 6,527 shares; 2025Q4: 7,681 shares; 2026Q1: 9,850 shares; 2026Q2: 7,127 shares 7,127 $302K 0.02% -2,723 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: 6 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 3,095 shares; 2026Q1: 3,095 shares; 2026Q2: 3,118 shares 3,118 $301K 0.02% +23 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,548 shares; 2025Q2: 2,125 shares; 2025Q3: 2,386 shares; 2025Q4: 3,038 shares; 2026Q1: 3,110 shares; 2026Q2: 3,253 shares 3,253 $299K 0.02% +143 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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 shares; 2025Q3: 1,196 shares; 2025Q4: 1,471 shares; 2026Q1: 1,511 shares; 2026Q2: 1,600 shares 1,600 $295K 0.02% +89 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: 116,672 shares; 2024Q4: 126,861 shares; 2025Q1: 114,610 shares; 2025Q2: 28,544 shares; 2025Q3: 13,647 shares; 2025Q4: 9,684 shares; 2026Q1: 9,049 shares; 2026Q2: 12,129 shares 12,129 $292K 0.02% +3,080 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: 42 shares; 2024Q4: 761 shares; 2025Q1: 698 shares; 2025Q2: 972 shares; 2025Q3: 958 shares; 2025Q4: 1,262 shares; 2026Q1: 1,241 shares; 2026Q2: 1,288 shares 1,288 $284K 0.02% +47 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: 7,985 shares; 2024Q4: 7,985 shares; 2025Q1: 7,985 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares; 2026Q2: 7,184 shares 7,184 $275K 0.02% 0 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: 1,056 shares; 2024Q4: 1,150 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,154 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $274K 0.02% 0 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 8,001 shares; 2026Q1: 8,001 shares; 2026Q2: 8,001 shares 8,001 $273K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 1,139 shares; 2025Q1: 1,693 shares; 2025Q2: 1,745 shares; 2025Q3: 1,778 shares; 2025Q4: 2,126 shares; 2026Q1: 2,229 shares; 2026Q2: 2,325 shares 2,325 $259K 0.02% +96 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 reported; 2024Q4: 2,165 shares; 2025Q1: 2,171 shares; 2025Q2: 2,163 shares; 2025Q3: 2,153 shares; 2025Q4: 2,150 shares; 2026Q1: 3,176 shares; 2026Q2: 1,908 shares 1,908 $252K 0.02% -1,268 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,460 shares; 2025Q1: 2,616 shares; 2025Q2: 1,400 shares; 2025Q3: 1,408 shares; 2025Q4: 1,468 shares; 2026Q1: 1,412 shares; 2026Q2: 1,669 shares 1,669 $245K 0.02% +257 Timeline ESGU 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: 1,707 shares; 2025Q1: 1,712 shares; 2025Q2: 1,706 shares; 2025Q3: 1,698 shares; 2025Q4: 1,694 shares; 2026Q1: 2,492 shares; 2026Q2: 1,496 shares 1,496 $245K 0.02% -996 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 reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 164 shares; 2025Q3: 213 shares; 2025Q4: 248 shares; 2026Q1: 255 shares; 2026Q2: 2,038 shares 2,038 $244K 0.02% +1,783 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,454 shares; 2025Q1: 52,649 shares; 2025Q2: 64,942 shares; 2025Q3: 16,865 shares; 2025Q4: 1,461 shares; 2026Q1: 2,208 shares; 2026Q2: 3,089 shares 3,089 $242K 0.02% +881 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: 220 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 323 shares; 2026Q1: 330 shares; 2026Q2: 805 shares 805 $240K 0.02% +475 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,996 shares; 2024Q4: 5,056 shares; 2025Q1: 5,007 shares; 2025Q2: 5,010 shares; 2025Q3: 5,013 shares; 2025Q4: 5,082 shares; 2026Q1: 5,085 shares; 2026Q2: 5,088 shares 5,088 $237K 0.02% +3 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 reported; 2024Q4: 2,570 shares; 2025Q1: 9,726 shares; 2025Q2: 14,910 shares; 2025Q3: 3,076 shares; 2025Q4: 2,890 shares; 2026Q1: 2,710 shares; 2026Q2: 4,580 shares 4,580 $237K 0.02% +1,870 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 3,881 shares; 2025Q1: 3,298 shares; 2025Q2: 2,487 shares; 2025Q3: 2,371 shares; 2025Q4: 1,905 shares; 2026Q1: 2,173 shares; 2026Q2: 1,746 shares 1,746 $236K 0.02% -427 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: 5,000 shares; 2024Q4: 5,018 shares; 2025Q1: 5,036 shares; 2025Q2: 5,013 shares; 2025Q3: 5,031 shares; 2025Q4: 4,029 shares; 2026Q1: 4,035 shares; 2026Q2: 4,035 shares 4,035 $235K 0.02% 0 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: 1,778 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,513 shares; 2025Q3: 1,562 shares; 2025Q4: 1,560 shares; 2026Q1: 1,575 shares; 2026Q2: 1,649 shares 1,649 $228K 0.02% +74 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 994 shares; 2025Q3: 994 shares; 2025Q4: 1,391 shares; 2026Q1: 3,739 shares; 2026Q2: 4,507 shares 4,507 $227K 0.02% +768 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $219K 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: 10,968 shares; 2024Q4: 3,555 shares; 2025Q1: 3,156 shares; 2025Q2: 2,214 shares; 2025Q3: 2,205 shares; 2025Q4: 2,151 shares; 2026Q1: 2,406 shares; 2026Q2: 2,274 shares 2,274 $219K 0.02% -132 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: 1,954 shares; 2024Q4: 1,632 shares; 2025Q1: 1,609 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,021 shares; 2026Q1: 1,017 shares; 2026Q2: 1,011 shares 1,011 $219K 0.02% -6 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,118 shares; 2025Q1: 1,135 shares; 2025Q2: 1,155 shares; 2025Q3: 1,176 shares; 2025Q4: 1,194 shares; 2026Q1: 1,210 shares; 2026Q2: 1,228 shares 1,228 $214K 0.02% +18 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: 5,767 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 5,621 shares; 2025Q3: 5,621 shares; 2025Q4: 5,621 shares; 2026Q1: 5,792 shares; 2026Q2: 5,792 shares 5,792 $213K 0.02% 0 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: 4,987 shares; 2024Q4: 4,077 shares; 2025Q1: 3,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,237 shares; 2025Q4: 2,354 shares; 2026Q1: 4,296 shares; 2026Q2: 2,400 shares 2,400 $211K 0.02% -1,896 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: 30 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 680 shares 680 $205K 0.02% +632 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 3,902 shares; 2025Q1: 3,902 shares; 2025Q2: 3,769 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,320 shares 1,320 $204K 0.02% +22 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,168 shares; 2026Q1: 5,168 shares; 2026Q2: 5,165 shares 5,165 $201K 0.02% -3 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 977 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 985 shares; 2025Q4: 987 shares; 2026Q1: 989 shares; 2026Q2: 990 shares 990 $198K 0.02% +1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,544 shares; 2024Q4: 2,919 shares; 2025Q1: 2,649 shares; 2025Q2: 1,366 shares; 2025Q3: 1,307 shares; 2025Q4: 1,607 shares; 2026Q1: 1,354 shares; 2026Q2: 1,456 shares 1,456 $197K 0.02% +102 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: 2,096 shares; 2024Q4: 2,579 shares; 2025Q1: 2,108 shares; 2025Q2: 3,076 shares; 2025Q3: 3,069 shares; 2025Q4: 3,561 shares; 2026Q1: 3,611 shares; 2026Q2: 3,619 shares 3,619 $194K 0.02% +8 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,947 shares; 2026Q1: 4,023 shares; 2026Q2: 4,024 shares 4,024 $191K 0.02% +1 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,500 shares 1,500 $190K 0.02% +500 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 365 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373 $190K 0.02% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $190K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,740 shares; 2025Q3: 1,640 shares; 2025Q4: 1,722 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $189K 0.02% 0 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: 409 shares; 2024Q4: 1,003 shares; 2025Q1: 1,110 shares; 2025Q2: 489 shares; 2025Q3: 611 shares; 2025Q4: 570 shares; 2026Q1: 531 shares; 2026Q2: 620 shares 620 $188K 0.02% +89 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,264 shares; 2026Q2: 3,264 shares 3,264 $184K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,130 shares; 2026Q1: 1,717 shares; 2026Q2: 1,845 shares 1,845 $184K 0.02% +128 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $181K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 37,826 shares; 2025Q1: 34,144 shares; 2025Q2: 11,757 shares; 2025Q3: 11,019 shares; 2025Q4: 5,386 shares; 2026Q1: 5,118 shares; 2026Q2: 5,319 shares 5,319 $181K 0.01% +201 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: not reported; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 921 shares; 2025Q3: 891 shares; 2025Q4: 925 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $181K 0.01% 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: 2,648 shares; 2024Q4: 3,308 shares; 2025Q1: 3,020 shares; 2025Q2: 2,587 shares; 2025Q3: 2,555 shares; 2025Q4: 2,823 shares; 2026Q1: 2,780 shares; 2026Q2: 1,984 shares 1,984 $180K 0.01% -796 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $179K 0.01% new Timeline VOOG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 2,136 shares 2,136 $176K 0.01% +2,085 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $176K 0.01% new 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: 2,706 shares; 2024Q4: 2,617 shares; 2025Q1: 1,319 shares; 2025Q2: 1,082 shares; 2025Q3: 1,144 shares; 2025Q4: 1,226 shares; 2026Q1: 1,095 shares; 2026Q2: 1,099 shares 1,099 $174K 0.01% +4 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: 1,236 shares; 2024Q4: 1,186 shares; 2025Q1: 1,156 shares; 2025Q2: 1,166 shares; 2025Q3: 1,175 shares; 2025Q4: 1,447 shares; 2026Q1: 1,779 shares; 2026Q2: 1,352 shares 1,352 $171K 0.01% -427 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 210 shares; 2025Q3: 205 shares; 2025Q4: 209 shares; 2026Q1: 213 shares; 2026Q2: 177 shares 177 $171K 0.01% -36 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 115 shares; 2025Q2: 139 shares; 2025Q3: 117 shares; 2025Q4: 1,217 shares; 2026Q1: 1,306 shares; 2026Q2: 1,757 shares 1,757 $168K 0.01% +451 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: 276 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 257 shares; 2025Q3: 236 shares; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $166K 0.01% 0 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: 140 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $164K 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: 600 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 711 shares; 2025Q3: 716 shares; 2025Q4: 738 shares; 2026Q1: 2,867 shares; 2026Q2: 2,872 shares 2,872 $162K 0.01% +5 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $157K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,623 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $157K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,478 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,312 shares; 2026Q1: 1,103 shares; 2026Q2: 1,135 shares 1,135 $155K 0.01% +32 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $155K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,729 shares; 2024Q4: 7,729 shares; 2025Q1: 7,768 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 8,088 shares; 2026Q2: 8,088 shares 8,088 $155K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,024 shares; 2025Q1: 811 shares; 2025Q2: 341 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $154K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,894 shares; 2024Q4: 7,438 shares; 2025Q1: 7,888 shares; 2025Q2: 7,338 shares; 2025Q3: 7,609 shares; 2025Q4: 7,601 shares; 2026Q1: 7,667 shares; 2026Q2: 8,280 shares 8,280 $148K 0.01% +613 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $148K 0.01% 0 Timeline KBE 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $147K 0.01% 0 Timeline XB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,346 shares; 2025Q3: 3,927 shares; 2025Q4: 3,955 shares; 2026Q1: 3,708 shares; 2026Q2: 3,718 shares 3,718 $146K 0.01% +10 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,097 shares; 2025Q3: 14,097 shares; 2025Q4: 14,097 shares; 2026Q1: 14,097 shares; 2026Q2: 14,097 shares 14,097 $145K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 349 shares; 2025Q3: 344 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 365 shares 365 $145K 0.01% +8 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: 313 shares; 2024Q4: 3,599 shares; 2025Q1: 3,414 shares; 2025Q2: 3,454 shares; 2025Q3: 3,414 shares; 2025Q4: 3,506 shares; 2026Q1: 3,811 shares; 2026Q2: 3,814 shares 3,814 $141K 0.01% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,828 shares; 2025Q2: 1,834 shares; 2025Q3: 1,840 shares; 2025Q4: 1,847 shares; 2026Q1: 1,853 shares; 2026Q2: 1,860 shares 1,860 $141K 0.01% +7 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: 357 shares; 2024Q4: 336 shares; 2025Q1: 343 shares; 2025Q2: 196 shares; 2025Q3: 260 shares; 2025Q4: 309 shares; 2026Q1: 310 shares; 2026Q2: 1,731 shares 1,731 $139K 0.01% +1,421 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 607 shares; 2025Q1: 494 shares; 2025Q2: 280 shares; 2025Q3: 220 shares; 2025Q4: 261 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $137K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 2,282 shares; 2025Q1: 2,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,697 shares; 2025Q4: 2,710 shares; 2026Q1: 4,411 shares; 2026Q2: 4,111 shares 4,111 $137K 0.01% -300 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: 552 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 586 shares; 2025Q3: 642 shares; 2025Q4: 1,142 shares; 2026Q1: 1,144 shares; 2026Q2: 1,146 shares 1,146 $134K 0.01% +2 Timeline DFIP 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: 969 shares; 2025Q1: 2,453 shares; 2025Q2: 3,273 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares; 2026Q2: 3,243 shares 3,243 $134K 0.01% -368 Timeline KRE 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: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $133K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $132K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 1,011 shares; 2025Q1: 1,014 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 571 shares; 2026Q2: 572 shares 572 $128K 0.01% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $127K 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: 1,162 shares; 2024Q4: 1,379 shares; 2025Q1: 1,193 shares; 2025Q2: 1,126 shares; 2025Q3: 1,128 shares; 2025Q4: 1,480 shares; 2026Q1: 1,636 shares; 2026Q2: 1,638 shares 1,638 $126K 0.01% +2 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: 30 shares; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 153 shares; 2025Q3: 162 shares; 2025Q4: 55 shares; 2026Q1: 234 shares; 2026Q2: 239 shares 239 $124K 0.01% +5 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 4,889 shares; 2025Q2: 4,890 shares; 2025Q3: 4,891 shares; 2025Q4: 4,892 shares; 2026Q1: 4,893 shares; 2026Q2: 4,894 shares 4,894 $124K 0.01% +1 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,597 shares; 2025Q2: 3,192 shares; 2025Q3: 3,343 shares; 2025Q4: 2,841 shares; 2026Q1: 2,958 shares; 2026Q2: 3,796 shares 3,796 $123K 0.01% +838 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,692 shares; 2024Q4: 4,286 shares; 2025Q1: 3,048 shares; 2025Q2: 1,542 shares; 2025Q3: 1,406 shares; 2025Q4: 784 shares; 2026Q1: 767 shares; 2026Q2: 934 shares 934 $122K 0.01% +167 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: 761 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 721 shares; 2025Q4: 813 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $121K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,293 shares; 2024Q4: 1,769 shares; 2025Q1: 1,624 shares; 2025Q2: 611 shares; 2025Q3: 595 shares; 2025Q4: 65 shares; 2026Q1: 66 shares; 2026Q2: 1,121 shares 1,121 $120K 0.01% +1,055 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: 2,484 shares; 2024Q4: 2,631 shares; 2025Q1: 2,251 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,420 shares 1,420 $119K 0.01% -5 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,513 shares; 2024Q4: 118,392 shares; 2025Q1: 130,084 shares; 2025Q2: 22,211 shares; 2025Q3: 1,252 shares; 2025Q4: 1,221 shares; 2026Q1: 1,203 shares; 2026Q2: 1,525 shares 1,525 $116K 0.01% +322 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: 28,314 shares; 2024Q4: 25,483 shares; 2025Q1: 25,186 shares; 2025Q2: 3,751 shares; 2025Q3: 1,221 shares; 2025Q4: 1,229 shares; 2026Q1: 1,238 shares; 2026Q2: 1,244 shares 1,244 $113K 0.01% +6 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: 745 shares; 2024Q4: 1,961 shares; 2025Q1: 2,675 shares; 2025Q2: 2,314 shares; 2025Q3: 1,066 shares; 2025Q4: 910 shares; 2026Q1: 917 shares; 2026Q2: 901 shares 901 $112K 0.01% -16 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 512 shares 512 $112K 0.01% +476 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: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $112K 0.01% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 2,000 shares 2,000 $110K 0.01% -19 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: 1,574 shares; 2024Q4: 1,063 shares; 2025Q1: 1,120 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,222 shares 1,222 $109K 0.01% +18 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,091 shares 1,091 $108K 0.01% +47 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 863 shares; 2025Q2: 887 shares; 2025Q3: 874 shares; 2025Q4: 880 shares; 2026Q1: 885 shares; 2026Q2: 891 shares 891 $106K 0.01% +6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares; 2026Q2: 1,995 shares 1,995 $106K 0.01% +59 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,324 shares; 2025Q4: 1,165 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $106K 0.01% 0 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: 134 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 136 shares; 2025Q3: 102 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 335 shares 335 $105K 0.01% +226 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: not reported; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares; 2026Q2: 3,077 shares 3,077 $103K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $103K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,664 shares; 2024Q4: 540 shares; 2025Q1: 621 shares; 2025Q2: 637 shares; 2025Q3: 437 shares; 2025Q4: 350 shares; 2026Q1: 373 shares; 2026Q2: 525 shares 525 $101K 0.01% +152 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,152 shares 1,152 $101K 0.01% +5 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares; 2026Q2: 5,400 shares 5,400 $101K 0.01% -10 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 reported; 2024Q4: 752 shares; 2025Q1: 1,761 shares; 2025Q2: 2,338 shares; 2025Q3: 2,607 shares; 2025Q4: 2,645 shares; 2026Q1: 2,664 shares; 2026Q2: 2,345 shares 2,345 $99K 0.01% -319 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 261 shares; 2025Q4: 473 shares; 2026Q1: 489 shares; 2026Q2: 491 shares 491 $98.4K 0.01% +2 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $98.2K 0.01% 0 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: 30,430 shares; 2024Q4: 35,777 shares; 2025Q1: 38,106 shares; 2025Q2: 13,273 shares; 2025Q3: 10,737 shares; 2025Q4: 2,953 shares; 2026Q1: 3,321 shares; 2026Q2: 1,978 shares 1,978 $97K 0.01% -1,343 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 1,080 shares; 2025Q4: 1,360 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $95.7K 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: 332 shares; 2025Q1: 332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,147 shares 3,147 $93K 0.01% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,362 shares; 2025Q4: 1,359 shares; 2026Q1: 1,448 shares; 2026Q2: 1,864 shares 1,864 $90.7K 0.01% +416 Timeline SMH 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 155 shares; 2025Q3: 136 shares; 2025Q4: 132 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $89.4K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 231 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $89.3K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $89.2K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 300 shares; 2025Q1: 288 shares; 2025Q2: 292 shares; 2025Q3: 288 shares; 2025Q4: 390 shares; 2026Q1: 388 shares; 2026Q2: 388 shares 388 $89.1K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 139 shares; 2025Q3: 168 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 170 shares 170 $88.7K 0.01% +1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 84 shares; 2025Q1: 64 shares; 2025Q2: 46 shares; 2025Q3: 49 shares; 2025Q4: 70 shares; 2026Q1: 71 shares; 2026Q2: 85 shares 85 $88.1K 0.01% +14 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 461 shares 461 $88K 0.01% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 408 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $87.5K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 598 shares 598 $87.4K 0.01% -1 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,688 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $85.9K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,703 shares; 2024Q4: 6,100 shares; 2025Q1: 6,019 shares; 2025Q2: 651 shares; 2025Q3: 261 shares; 2025Q4: 256 shares; 2026Q1: 257 shares; 2026Q2: 189 shares 189 $85.2K 0.01% -68 Timeline IEF 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: 453 shares; 2025Q1: 455 shares; 2025Q2: 473 shares; 2025Q3: 464 shares; 2025Q4: 870 shares; 2026Q1: 874 shares; 2026Q2: 881 shares 881 $83.3K 0.01% +7 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 1,500 shares; 2026Q2: 2,000 shares 2,000 $81.4K 0.01% +500 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 2,061 shares 2,061 $81.2K 0.01% +1,949 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 reported; 2024Q4: 306 shares; 2025Q1: 1,040 shares; 2025Q2: 1,460 shares; 2025Q3: 1,631 shares; 2025Q4: 1,647 shares; 2026Q1: 1,656 shares; 2026Q2: 1,668 shares 1,668 $80.6K 0.01% +12 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $80.5K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 1,250 shares; 2026Q2: 1,250 shares 1,250 $80.4K 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: 300 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $80K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 486 shares; 2025Q4: 713 shares; 2026Q1: 730 shares; 2026Q2: 731 shares 731 $78.3K 0.01% +1 Timeline IGM 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: 514 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $77.9K 0.01% 0 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: 778 shares; 2024Q4: 636 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $77.7K 0.01% 0 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: 1,713 shares; 2024Q4: 1,718 shares; 2025Q1: 1,619 shares; 2025Q2: 1,624 shares; 2025Q3: 1,630 shares; 2025Q4: 1,683 shares; 2026Q1: 1,621 shares; 2026Q2: 1,626 shares 1,626 $77.3K 0.01% +5 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,730 shares; 2026Q2: 5,730 shares 5,730 $76.1K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,233 shares; 2024Q4: 3,797 shares; 2025Q1: 2,865 shares; 2025Q2: 2,018 shares; 2025Q3: 1,893 shares; 2025Q4: 1,902 shares; 2026Q1: 1,845 shares; 2026Q2: 1,509 shares 1,509 $75.2K 0.01% -336 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 reported; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 836 shares 836 $74.6K 0.01% +11 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $74.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $74.4K 0.01% 0 Timeline AVLC 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: 657 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $74K 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 reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 627 shares 627 $74K 0.01% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 911 shares 911 $73.9K 0.01% +500 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: 64 shares; 2025Q1: 64 shares; 2025Q2: 514 shares; 2025Q3: 495 shares; 2025Q4: 1,407 shares; 2026Q1: 1,236 shares; 2026Q2: 1,239 shares 1,239 $73.1K 0.01% +3 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: 966 shares; 2024Q4: 856 shares; 2025Q1: 735 shares; 2025Q2: 669 shares; 2025Q3: 671 shares; 2025Q4: 1,349 shares; 2026Q1: 1,351 shares; 2026Q2: 1,357 shares 1,357 $72.1K 0.01% +6 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $71.6K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 338 shares; 2026Q2: 343 shares 343 $70.8K 0.01% +5 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,909 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,185 shares; 2026Q1: 3,185 shares; 2026Q2: 3,185 shares 3,185 $69.9K 0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $69.5K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 837 shares 837 $69.3K 0.01% +205 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3,641 shares; 2025Q1: 3,677 shares; 2025Q2: 3,712 shares; 2025Q3: 3,747 shares; 2025Q4: 3,783 shares; 2026Q1: 3,826 shares; 2026Q2: 3,869 shares 3,869 $69.2K 0.01% +43 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: not reported; 2024Q4: 370 shares; 2025Q1: 372 shares; 2025Q2: 375 shares; 2025Q3: 379 shares; 2025Q4: 579 shares; 2026Q1: 583 shares; 2026Q2: 588 shares 588 $69.1K 0.01% +5 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: 185 shares; 2024Q4: 204 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $69K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $68.2K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 112 shares; 2025Q1: 481 shares; 2025Q2: 555 shares; 2025Q3: 613 shares; 2025Q4: 815 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $66.7K 0.01% 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: 670 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 365 shares; 2025Q3: 293 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 423 shares 423 $65K 0.01% +117 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 2,017 shares; 2026Q2: 2,033 shares 2,033 $64.5K 0.01% +16 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $63.7K 0.01% 0 Timeline ESML 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: 1,289 shares; 2025Q1: 1,293 shares; 2025Q2: 1,299 shares; 2025Q3: 1,294 shares; 2025Q4: 1,251 shares; 2026Q1: 1,876 shares; 2026Q2: 1,124 shares 1,124 $62.8K 0.01% -752 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: 223 shares; 2024Q4: 334 shares; 2025Q1: 335 shares; 2025Q2: 339 shares; 2025Q3: 336 shares; 2025Q4: 533 shares; 2026Q1: 529 shares; 2026Q2: 530 shares 530 $62.4K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $62.2K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,095 shares; 2025Q1: 1,088 shares; 2025Q2: 1,077 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 672 shares; 2026Q2: 686 shares 686 $62.1K 0.01% +14 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: 1,000 shares; 2024Q4: 1,013 shares; 2025Q1: 1,026 shares; 2025Q2: 1,039 shares; 2025Q3: 1,051 shares; 2025Q4: 1,434 shares; 2026Q1: 1,076 shares; 2026Q2: 1,144 shares 1,144 $62K 0.01% +68 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 reported; 2024Q4: 1,298 shares; 2025Q1: 1,301 shares; 2025Q2: 1,305 shares; 2025Q3: 1,300 shares; 2025Q4: 1,295 shares; 2026Q1: 1,947 shares; 2026Q2: 1,189 shares 1,189 $62K 0.01% -758 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,161 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $61.9K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 267 shares; 2026Q1: 267 shares; 2026Q2: 379 shares 379 $61.9K 0.01% +112 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 267 shares 267 $60.6K 0.01% +1 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: 378 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 320 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 375 shares 375 $60K <0.01% +34 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 704 shares; 2025Q1: 657 shares; 2025Q2: 646 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 615 shares; 2026Q2: 493 shares 493 $59.8K <0.01% -122 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: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $59.7K <0.01% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $59.5K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 700 shares 700 $59.3K <0.01% +224 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $58.3K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,256 shares; 2024Q4: 15,694 shares; 2025Q1: 15,962 shares; 2025Q2: 19,088 shares; 2025Q3: 113 shares; 2025Q4: 126 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $58.3K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 174 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $57.9K <0.01% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $57.7K <0.01% 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: 1,140 shares; 2024Q4: 1,147 shares; 2025Q1: 1,154 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 1,175 shares; 2026Q1: 1,181 shares; 2026Q2: 1,189 shares 1,189 $57.3K <0.01% +8 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,387 shares; 2025Q3: 1,455 shares; 2025Q4: 1,587 shares; 2026Q1: 1,520 shares; 2026Q2: 1,560 shares 1,560 $57K <0.01% +40 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $56.5K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 635 shares; 2025Q1: 503 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 250 shares; 2026Q1: 146 shares; 2026Q2: 155 shares 155 $56.2K <0.01% +9 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: 38 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 154 shares; 2026Q1: 166 shares; 2026Q2: 173 shares 173 $54.4K <0.01% +7 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 reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,954 shares; 2025Q3: 2,391 shares; 2025Q4: 2,538 shares; 2026Q1: 2,829 shares; 2026Q2: 1,459 shares 1,459 $53.8K <0.01% -1,370 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 160 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $52.8K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 170 shares; 2025Q1: 572 shares; 2025Q2: 635 shares; 2025Q3: 637 shares; 2025Q4: 644 shares; 2026Q1: 731 shares; 2026Q2: 733 shares 733 $52.2K <0.01% +2 Timeline AVLV 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: 1,119 shares; 2024Q4: 2,547 shares; 2025Q1: 818 shares; 2025Q2: 810 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 567 shares; 2026Q2: 569 shares 569 $51.9K <0.01% +2 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 199 shares 199 $51.8K <0.01% +8 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 reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 9 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 26 shares 26 $51.7K <0.01% +3 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: 189 shares; 2024Q4: 1,149 shares; 2025Q1: 1,155 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 338 shares 338 $51.4K <0.01% +1 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 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 $50.6K <0.01% 0 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 reported; 2024Q4: 669 shares; 2025Q1: 378 shares; 2025Q2: 380 shares; 2025Q3: 383 shares; 2025Q4: 973 shares; 2026Q1: 1,106 shares; 2026Q2: 1,111 shares 1,111 $50.4K <0.01% +5 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW 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: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $50.1K <0.01% 0 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $49.8K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 191 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $49K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $48.2K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $47.6K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 262 shares; 2025Q1: 263 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 371 shares; 2026Q1: 273 shares; 2026Q2: 276 shares 276 $46K <0.01% +3 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 36 shares; 2026Q1: 45 shares; 2026Q2: 47 shares 47 $46K <0.01% +2 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: 1,890 shares; 2024Q4: 8,557 shares; 2025Q1: 1,526 shares; 2025Q2: 1,796 shares; 2025Q3: 1,526 shares; 2025Q4: 1,757 shares; 2026Q1: 7,757 shares; 2026Q2: 2,209 shares 2,209 $45.7K <0.01% -5,548 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 419 shares; 2025Q3: 316 shares; 2025Q4: 398 shares; 2026Q1: 393 shares; 2026Q2: 437 shares 437 $45.4K <0.01% +44 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 149 shares; 2025Q4: 168 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $45.4K <0.01% 0 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $44.9K <0.01% 0 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: 1,050 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $44.6K <0.01% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 893 shares; 2026Q2: 893 shares 893 $44.5K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $44.3K <0.01% 0 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: 667 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $43.8K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 414 shares; 2025Q3: 402 shares; 2025Q4: 431 shares; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $43.8K <0.01% 0 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU 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: 1,500 shares 1,500 $43.5K <0.01% new 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 reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $42.8K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $42.8K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $42.7K <0.01% 0 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: 2,540 shares; 2024Q4: 2,561 shares; 2025Q1: 2,535 shares; 2025Q2: 2,556 shares; 2025Q3: 2,581 shares; 2025Q4: 2,609 shares; 2026Q1: 2,522 shares; 2026Q2: 2,550 shares 2,550 $42.6K <0.01% +28 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: 477 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,454 shares; 2025Q3: 1,456 shares; 2025Q4: 1,459 shares; 2026Q1: 1,461 shares; 2026Q2: 1,463 shares 1,463 $42.4K <0.01% +2 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 reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 60 shares; 2025Q3: 78 shares; 2025Q4: 118 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $40.9K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $40.6K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,352 shares; 2026Q2: 3,352 shares 3,352 $39.9K <0.01% 0 Timeline AIQ 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $39.6K <0.01% 0 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: 452 shares; 2026Q1: 467 shares; 2026Q2: 441 shares 441 $39.1K <0.01% -26 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 75 shares; 2026Q2: 111 shares 111 $38.9K <0.01% +36 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: 1,101 shares; 2024Q4: 727 shares; 2025Q1: 386 shares; 2025Q2: 151 shares; 2025Q3: 222 shares; 2025Q4: 464 shares; 2026Q1: 465 shares; 2026Q2: 466 shares 466 $38.7K <0.01% +1 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 983 shares; 2025Q1: 903 shares; 2025Q2: 881 shares; 2025Q3: 828 shares; 2025Q4: 830 shares; 2026Q1: 807 shares; 2026Q2: 569 shares 569 $38.1K <0.01% -238 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: 149 shares; 2024Q4: 1,886 shares; 2025Q1: 1,904 shares; 2025Q2: 1,924 shares; 2025Q3: 1,940 shares; 2025Q4: 204 shares; 2026Q1: 236 shares; 2026Q2: 241 shares 241 $38.1K <0.01% +5 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: 6,264 shares; 2024Q4: 3,579 shares; 2025Q1: 2,328 shares; 2025Q2: 2,273 shares; 2025Q3: 2,142 shares; 2025Q4: 2,053 shares; 2026Q1: 2,105 shares; 2026Q2: 1,524 shares 1,524 $37.4K <0.01% -581 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $37K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $36.5K <0.01% new 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: 344 shares; 2024Q4: 343 shares; 2025Q1: 333 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $36.5K <0.01% 0 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: 45,913 shares; 2024Q4: 6,399 shares; 2025Q1: 6,287 shares; 2025Q2: 1,114 shares; 2025Q3: 186 shares; 2025Q4: 175 shares; 2026Q1: 172 shares; 2026Q2: 123 shares 123 $36.1K <0.01% -49 Timeline IMCG 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: 364 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 367 shares 367 $36.1K <0.01% +1 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,501 shares; 2026Q2: 1,500 shares 1,500 $36K <0.01% -1 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 8,502 shares; 2025Q1: 8,414 shares; 2025Q2: 2,445 shares; 2025Q3: 2,368 shares; 2025Q4: 1,088 shares; 2026Q1: 1,280 shares; 2026Q2: 1,960 shares 1,960 $35.4K <0.01% +680 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $35.3K <0.01% 0 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: 230 shares; 2024Q4: 172 shares; 2025Q1: 910 shares; 2025Q2: 624 shares; 2025Q3: 627 shares; 2025Q4: 638 shares; 2026Q1: 719 shares; 2026Q2: 580 shares 580 $34.6K <0.01% -139 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: 662 shares; 2024Q4: 1,598 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,249 shares 1,249 $34.6K <0.01% -49 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $34.4K <0.01% 0 Timeline MBB 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: 180 shares; 2025Q3: 155 shares; 2025Q4: 361 shares; 2026Q1: 362 shares; 2026Q2: 364 shares 364 $34.4K <0.01% +2 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: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 200 shares; 2025Q4: 217 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $33.9K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 249 shares 249 $33.8K <0.01% new 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: 14 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 365 shares; 2026Q1: 363 shares; 2026Q2: 360 shares 360 $33.2K <0.01% -3 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 291 shares; 2025Q4: 292 shares; 2026Q1: 293 shares; 2026Q2: 587 shares 587 $33K <0.01% +294 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: 317 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 217 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 261 shares; 2026Q2: 400 shares 400 $32.3K <0.01% +139 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: 129 shares; 2024Q4: 85 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 359 shares; 2026Q1: 3,410 shares; 2026Q2: 360 shares 360 $32.3K <0.01% -3,050 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $31.9K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $31.9K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 130 shares; 2026Q1: 171 shares; 2026Q2: 571 shares 571 $31.7K <0.01% +400 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 395 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $31.6K <0.01% 0 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 3,381 shares; 2025Q1: 3,451 shares; 2025Q2: 3,519 shares; 2025Q3: 3,582 shares; 2025Q4: 3,657 shares; 2026Q1: 3,738 shares; 2026Q2: 3,819 shares 3,819 $31.1K <0.01% +81 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: 1,580 shares; 2024Q4: 912 shares; 2025Q1: 846 shares; 2025Q2: 1,127 shares; 2025Q3: 705 shares; 2025Q4: 1,148 shares; 2026Q1: 739 shares; 2026Q2: 536 shares 536 $31K <0.01% -203 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $30.2K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 341 shares; 2025Q1: 104 shares; 2025Q2: 132 shares; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 316 shares; 2026Q2: 365 shares 365 $30.2K <0.01% +49 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 28 shares; 2026Q2: 47 shares 47 $30K <0.01% +19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 190 shares 190 $29.7K <0.01% -18 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: 3,501 shares; 2024Q4: 3,886 shares; 2025Q1: 3,825 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $29.5K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 970 shares; 2025Q1: 602 shares; 2025Q2: 588 shares; 2025Q3: 552 shares; 2025Q4: 555 shares; 2026Q1: 538 shares; 2026Q2: 383 shares 383 $29K <0.01% -155 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $29K <0.01% 0 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $28.8K <0.01% 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: 637 shares; 2024Q4: 740 shares; 2025Q1: 744 shares; 2025Q2: 748 shares; 2025Q3: 752 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $28.8K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,604 shares; 2024Q4: 84 shares; 2025Q1: 74 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 74 shares; 2026Q2: 132 shares 132 $27.9K <0.01% +58 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,001 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $27.8K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $27.7K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 141 shares; 2025Q4: 132 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $27.6K <0.01% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $27.6K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,293 shares; 2025Q1: 1,321 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares; 2025Q4: 1,415 shares; 2026Q1: 1,453 shares; 2026Q2: 1,491 shares 1,491 $27.6K <0.01% +38 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: 8,863 shares; 2024Q4: 10,164 shares; 2025Q1: 10,168 shares; 2025Q2: 1,325 shares; 2025Q3: 1,329 shares; 2025Q4: 248 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $27.5K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 896 shares; 2025Q1: 760 shares; 2025Q2: 343 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $27.3K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $27.2K <0.01% new 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: 237 shares; 2024Q4: 239 shares; 2025Q1: 241 shares; 2025Q2: 243 shares; 2025Q3: 312 shares; 2025Q4: 314 shares; 2026Q1: 336 shares; 2026Q2: 338 shares 338 $27.2K <0.01% +2 Timeline SOXX 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: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $26.9K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 334 shares; 2026Q2: 344 shares 344 $26.5K <0.01% +10 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: 331 shares; 2024Q4: 376 shares; 2025Q1: 381 shares; 2025Q2: 386 shares; 2025Q3: 391 shares; 2025Q4: 356 shares; 2026Q1: 361 shares; 2026Q2: 366 shares 366 $26.1K <0.01% +5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 426 shares; 2025Q4: 226 shares; 2026Q1: 219 shares; 2026Q2: 220 shares 220 $26K <0.01% +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: 102 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $25.9K <0.01% 0 Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $25.7K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 13 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $25.7K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $25.5K <0.01% new 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 415 shares 415 $25.1K <0.01% +95 Timeline RJVI CARILLON SER TR More: the full row for CARILLON SER 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $25.1K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 271 shares; 2025Q1: 183 shares; 2025Q2: 178 shares; 2025Q3: 160 shares; 2025Q4: 61 shares; 2026Q1: 72 shares; 2026Q2: 161 shares 161 $24.3K <0.01% +89 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 842 shares 842 $24.1K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,074 shares; 2024Q4: 7,607 shares; 2025Q1: 7,490 shares; 2025Q2: 234 shares; 2025Q3: 203 shares; 2025Q4: 214 shares; 2026Q1: 216 shares; 2026Q2: 218 shares 218 $23.6K <0.01% +2 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: 150 shares; 2024Q4: 280 shares; 2025Q1: 155 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 261 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $23.6K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $23.2K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $23.2K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 31 shares; 2025Q3: 67 shares; 2025Q4: 113 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $23K <0.01% 0 Timeline KMTS KESTRA MED TECHNOLOGIES LTD More: the full row for KESTRA MED TECHNOLOGIES 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: 900 shares 900 $22.9K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 265 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 271 shares 271 $22.7K <0.01% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $22.5K <0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 11 shares; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $22.3K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $22.1K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,705 shares; 2025Q1: 2,671 shares; 2025Q2: 234 shares; 2025Q3: 209 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $22K <0.01% 0 Timeline OEF 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: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $22K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 199 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $21.8K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 900 shares 900 $21.5K <0.01% +100 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471 shares 471 $21.5K <0.01% new Timeline IUSV 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: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $21.5K <0.01% 0 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: 34 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 172 shares 172 $21.4K <0.01% +129 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: 9,199 shares; 2024Q4: 275 shares; 2025Q1: 96 shares; 2025Q2: 102 shares; 2025Q3: 96 shares; 2025Q4: 105 shares; 2026Q1: 96 shares; 2026Q2: 236 shares 236 $21.3K <0.01% +140 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $21.3K <0.01% 0 Timeline VIS 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: 58 shares; 2025Q3: 58 shares; 2025Q4: 56 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $21.2K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $21.1K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 139 shares 139 $21K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $20.9K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $20.7K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 65 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $20.3K <0.01% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $20K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $19.7K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 380 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $19.5K <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: 243 shares; 2024Q4: 264 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.1K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $19K <0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $19K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 250 shares 250 $18.8K <0.01% +2 Timeline TLH 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: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $18.8K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 11 shares 11 $18.7K <0.01% +10 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 226 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $18.7K <0.01% 0 Timeline PRHI PRESURANCE HOLDINGS INC More: the full row for PRESURANCE 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: not reported; 2026Q2: 3,741 shares 3,741 $18.4K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 189 shares 189 $18.2K <0.01% +25 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $18.2K <0.01% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $18K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $17.8K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 226 shares 226 $17.6K <0.01% +65 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 39 shares; 2025Q4: 30 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $17.5K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 395 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 398 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 637 shares 637 $17.4K <0.01% +238 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 49 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 93 shares; 2026Q1: 94 shares; 2026Q2: 95 shares 95 $17K <0.01% +1 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 44 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 43 shares; 2025Q4: 34 shares; 2026Q1: 45 shares; 2026Q2: 46 shares 46 $17K <0.01% +1 Timeline