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: 429,771 shares; 2024Q4: 619,197 shares; 2025Q1: 741,353 shares; 2025Q2: 771,017 shares; 2025Q3: 816,131 shares; 2025Q4: 935,060 shares; 2026Q1: 1,039,280 shares; 2026Q2: 1,180,006 shares 1,180,006 $69.6M 9.18% +140,726 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: 214,744 shares; 2024Q4: 293,888 shares; 2025Q1: 319,991 shares; 2025Q2: 314,450 shares; 2025Q3: 327,122 shares; 2025Q4: 343,832 shares; 2026Q1: 377,533 shares; 2026Q2: 403,829 shares 403,829 $66.3M 8.75% +26,296 Timeline DFAC 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: 1,252,338 shares; 2024Q4: 1,269,004 shares; 2025Q1: 1,308,379 shares; 2025Q2: 1,283,341 shares; 2025Q3: 1,271,967 shares; 2025Q4: 1,261,235 shares; 2026Q1: 1,326,887 shares; 2026Q2: 1,348,360 shares 1,348,360 $59.8M 7.89% +21,473 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,866 shares; 2024Q4: 284,233 shares; 2025Q1: 349,073 shares; 2025Q2: 379,075 shares; 2025Q3: 404,743 shares; 2025Q4: 479,430 shares; 2026Q1: 554,913 shares; 2026Q2: 640,173 shares 640,173 $30.6M 4.03% +85,260 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,336 shares; 2024Q4: 355,000 shares; 2025Q1: 417,314 shares; 2025Q2: 433,633 shares; 2025Q3: 446,559 shares; 2025Q4: 497,737 shares; 2026Q1: 546,717 shares; 2026Q2: 599,305 shares 599,305 $30.1M 3.97% +52,588 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: 82,023 shares; 2024Q4: 79,215 shares; 2025Q1: 75,732 shares; 2025Q2: 87,190 shares; 2025Q3: 84,386 shares; 2025Q4: 79,431 shares; 2026Q1: 79,533 shares; 2026Q2: 76,318 shares 76,318 $28.2M 3.73% -3,215 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: 183,119 shares; 2024Q4: 235,079 shares; 2025Q1: 257,214 shares; 2025Q2: 261,061 shares; 2025Q3: 255,510 shares; 2025Q4: 240,705 shares; 2026Q1: 245,336 shares; 2026Q2: 258,980 shares 258,980 $26.7M 3.52% +13,644 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: 132,024 shares; 2024Q4: 144,173 shares; 2025Q1: 161,840 shares; 2025Q2: 176,424 shares; 2025Q3: 172,127 shares; 2025Q4: 179,990 shares; 2026Q1: 196,951 shares; 2026Q2: 212,515 shares 212,515 $26.5M 3.5% +15,564 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: 136,190 shares; 2024Q4: 182,318 shares; 2025Q1: 192,929 shares; 2025Q2: 192,453 shares; 2025Q3: 194,484 shares; 2025Q4: 230,897 shares; 2026Q1: 244,510 shares; 2026Q2: 258,286 shares 258,286 $23M 3.03% +13,776 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,089 shares; 2024Q4: 208,618 shares; 2025Q1: 265,476 shares; 2025Q2: 274,232 shares; 2025Q3: 275,779 shares; 2025Q4: 309,777 shares; 2026Q1: 345,770 shares; 2026Q2: 376,000 shares 376,000 $15.3M 2.02% +30,230 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,378 shares; 2024Q4: 250,109 shares; 2025Q1: 265,349 shares; 2025Q2: 258,971 shares; 2025Q3: 254,511 shares; 2025Q4: 252,103 shares; 2026Q1: 253,161 shares; 2026Q2: 257,143 shares 257,143 $15M 1.97% +3,982 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: 128,642 shares; 2024Q4: 158,344 shares; 2025Q1: 187,265 shares; 2025Q2: 187,677 shares; 2025Q3: 177,918 shares; 2025Q4: 185,009 shares; 2026Q1: 180,675 shares; 2026Q2: 176,175 shares 176,175 $14.4M 1.9% -4,500 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: 150,269 shares; 2024Q4: 144,816 shares; 2025Q1: 148,543 shares; 2025Q2: 148,982 shares; 2025Q3: 145,150 shares; 2025Q4: 135,744 shares; 2026Q1: 133,328 shares; 2026Q2: 128,697 shares 128,697 $12.4M 1.64% -4,631 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,227 shares; 2024Q4: 231,748 shares; 2025Q1: 254,861 shares; 2025Q2: 254,760 shares; 2025Q3: 250,696 shares; 2025Q4: 265,187 shares; 2026Q1: 271,944 shares; 2026Q2: 287,923 shares 287,923 $11.9M 1.57% +15,979 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,365 shares; 2024Q4: 229,906 shares; 2025Q1: 241,306 shares; 2025Q2: 243,466 shares; 2025Q3: 237,087 shares; 2025Q4: 224,156 shares; 2026Q1: 214,245 shares; 2026Q2: 216,493 shares 216,493 $11.7M 1.54% +2,248 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: 32,631 shares; 2024Q4: 35,774 shares; 2025Q1: 38,051 shares; 2025Q2: 38,714 shares; 2025Q3: 95,452 shares; 2025Q4: 58,116 shares; 2026Q1: 57,794 shares; 2026Q2: 57,688 shares 57,688 $11.5M 1.52% -106 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,694 shares; 2024Q4: 47,061 shares; 2025Q1: 47,255 shares; 2025Q2: 45,695 shares; 2025Q3: 42,620 shares; 2025Q4: 42,150 shares; 2026Q1: 38,786 shares; 2026Q2: 39,258 shares 39,258 $11.4M 1.5% +472 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: 89,038 shares; 2025Q1: 97,348 shares; 2025Q2: 105,753 shares; 2025Q3: 116,123 shares; 2025Q4: 127,278 shares; 2026Q1: 141,788 shares; 2026Q2: 149,067 shares 149,067 $10.9M 1.44% +7,279 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: 127,705 shares; 2024Q4: 123,214 shares; 2025Q1: 130,527 shares; 2025Q2: 130,155 shares; 2025Q3: 127,567 shares; 2025Q4: 123,442 shares; 2026Q1: 122,434 shares; 2026Q2: 121,996 shares 121,996 $10.9M 1.44% -438 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: 88,851 shares; 2024Q4: 87,779 shares; 2025Q1: 87,726 shares; 2025Q2: 86,069 shares; 2025Q3: 81,800 shares; 2025Q4: 79,440 shares; 2026Q1: 78,609 shares; 2026Q2: 75,640 shares 75,640 $9.69M 1.28% -2,969 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,282 shares; 2024Q4: 129,240 shares; 2025Q1: 134,335 shares; 2025Q2: 138,330 shares; 2025Q3: 135,319 shares; 2025Q4: 137,292 shares; 2026Q1: 135,865 shares; 2026Q2: 139,127 shares 139,127 $7.65M 1.01% +3,262 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: 9,525 shares; 2024Q4: 9,907 shares; 2025Q1: 10,417 shares; 2025Q2: 10,525 shares; 2025Q3: 10,677 shares; 2025Q4: 11,907 shares; 2026Q1: 16,662 shares; 2026Q2: 17,713 shares 17,713 $7.45M 0.98% +1,051 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,131 shares; 2024Q4: 116,172 shares; 2025Q1: 118,198 shares; 2025Q2: 117,711 shares; 2025Q3: 116,675 shares; 2025Q4: 103,475 shares; 2026Q1: 104,585 shares; 2026Q2: 102,290 shares 102,290 $7.15M 0.94% -2,295 Timeline DIHP 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: 96,159 shares; 2024Q4: 131,382 shares; 2025Q1: 160,860 shares; 2025Q2: 165,485 shares; 2025Q3: 160,249 shares; 2025Q4: 175,671 shares; 2026Q1: 194,569 shares; 2026Q2: 205,217 shares 205,217 $7M 0.92% +10,648 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: 58,101 shares; 2024Q4: 68,707 shares; 2025Q1: 72,471 shares; 2025Q2: 72,767 shares; 2025Q3: 74,311 shares; 2025Q4: 86,202 shares; 2026Q1: 83,877 shares; 2026Q2: 81,399 shares 81,399 $6.74M 0.89% -2,478 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,383 shares; 2024Q4: 74,865 shares; 2025Q1: 68,141 shares; 2025Q2: 66,985 shares; 2025Q3: 65,715 shares; 2025Q4: 64,103 shares; 2026Q1: 61,535 shares; 2026Q2: 60,684 shares 60,684 $6.62M 0.87% -851 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,454 shares; 2024Q4: 155,874 shares; 2025Q1: 187,268 shares; 2025Q2: 218,979 shares; 2025Q3: 215,410 shares; 2025Q4: 219,313 shares; 2026Q1: 220,481 shares; 2026Q2: 218,894 shares 218,894 $6.39M 0.84% -1,587 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: 11,227 shares; 2024Q4: 11,250 shares; 2025Q1: 11,324 shares; 2025Q2: 11,679 shares; 2025Q3: 11,415 shares; 2025Q4: 11,448 shares; 2026Q1: 10,764 shares; 2026Q2: 11,245 shares 11,245 $5.63M 0.74% +481 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: 80,499 shares; 2024Q4: 81,649 shares; 2025Q1: 79,613 shares; 2025Q2: 86,752 shares; 2025Q3: 88,370 shares; 2025Q4: 81,932 shares; 2026Q1: 79,409 shares; 2026Q2: 77,353 shares 77,353 $5.51M 0.73% -2,056 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,216 shares; 2024Q4: 49,275 shares; 2025Q1: 66,507 shares; 2025Q2: 74,739 shares; 2025Q3: 79,324 shares; 2025Q4: 89,859 shares; 2026Q1: 116,673 shares; 2026Q2: 124,314 shares 124,314 $5.19M 0.68% +7,641 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: 25,435 shares; 2024Q4: 21,536 shares; 2025Q1: 20,127 shares; 2025Q2: 20,657 shares; 2025Q3: 20,786 shares; 2025Q4: 20,869 shares; 2026Q1: 21,376 shares; 2026Q2: 21,319 shares 21,319 $5.08M 0.67% -57 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: 94,545 shares; 2024Q4: 97,862 shares; 2025Q1: 97,066 shares; 2025Q2: 96,458 shares; 2025Q3: 102,421 shares; 2025Q4: 106,792 shares; 2026Q1: 111,003 shares; 2026Q2: 113,989 shares 113,989 $4.81M 0.63% +2,986 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,132 shares; 2024Q4: 108,923 shares; 2025Q1: 112,173 shares; 2025Q2: 117,140 shares; 2025Q3: 115,965 shares; 2025Q4: 127,443 shares; 2026Q1: 123,883 shares; 2026Q2: 119,092 shares 119,092 $4.78M 0.63% -4,791 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: 89,478 shares; 2024Q4: 82,365 shares; 2025Q1: 76,033 shares; 2025Q2: 72,054 shares; 2025Q3: 68,611 shares; 2025Q4: 65,465 shares; 2026Q1: 62,302 shares; 2026Q2: 62,163 shares 62,163 $4.76M 0.63% -139 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,035 shares; 2024Q4: 20,783 shares; 2025Q1: 20,703 shares; 2025Q2: 20,676 shares; 2025Q3: 20,676 shares; 2025Q4: 20,676 shares; 2026Q1: 20,676 shares; 2026Q2: 20,676 shares 20,676 $4.57M 0.6% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,334 shares; 2024Q4: 97,674 shares; 2025Q1: 102,849 shares; 2025Q2: 101,176 shares; 2025Q3: 103,569 shares; 2025Q4: 116,321 shares; 2026Q1: 121,426 shares; 2026Q2: 119,887 shares 119,887 $4.47M 0.59% -1,539 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,238 shares; 2024Q4: 115,041 shares; 2025Q1: 113,019 shares; 2025Q2: 115,276 shares; 2025Q3: 118,977 shares; 2025Q4: 117,093 shares; 2026Q1: 112,734 shares; 2026Q2: 106,706 shares 106,706 $4.29M 0.57% -6,028 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 3,116 shares; 2025Q1: 5,592 shares; 2025Q2: 5,601 shares; 2025Q3: 5,507 shares; 2025Q4: 5,223 shares; 2026Q1: 5,252 shares; 2026Q2: 5,296 shares 5,296 $4.21M 0.56% +44 Timeline DFGR 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: 58,803 shares; 2024Q4: 73,998 shares; 2025Q1: 81,462 shares; 2025Q2: 90,439 shares; 2025Q3: 86,264 shares; 2025Q4: 98,660 shares; 2026Q1: 124,103 shares; 2026Q2: 126,490 shares 126,490 $3.66M 0.48% +2,387 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: 8,483 shares; 2024Q4: 9,725 shares; 2025Q1: 9,940 shares; 2025Q2: 9,921 shares; 2025Q3: 10,363 shares; 2025Q4: 9,681 shares; 2026Q1: 9,912 shares; 2026Q2: 9,371 shares 9,371 $3.5M 0.46% -541 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: 19,857 shares; 2024Q4: 7,917 shares; 2025Q1: 8,612 shares; 2025Q2: 8,688 shares; 2025Q3: 8,629 shares; 2025Q4: 8,492 shares; 2026Q1: 8,358 shares; 2026Q2: 8,101 shares 8,101 $3.45M 0.46% -257 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,768 shares; 2024Q4: 87,470 shares; 2025Q1: 85,008 shares; 2025Q2: 84,298 shares; 2025Q3: 84,608 shares; 2025Q4: 71,467 shares; 2026Q1: 66,903 shares; 2026Q2: 64,203 shares 64,203 $3.24M 0.43% -2,700 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: 98,871 shares; 2024Q4: 93,199 shares; 2025Q1: 91,674 shares; 2025Q2: 89,824 shares; 2025Q3: 86,176 shares; 2025Q4: 86,046 shares; 2026Q1: 85,295 shares; 2026Q2: 84,467 shares 84,467 $3.11M 0.41% -828 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,668 shares; 2024Q4: 15,488 shares; 2025Q1: 15,332 shares; 2025Q2: 15,372 shares; 2025Q3: 15,386 shares; 2025Q4: 13,776 shares; 2026Q1: 12,837 shares; 2026Q2: 12,691 shares 12,691 $3.08M 0.41% -146 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: 2,632 shares; 2024Q4: 2,828 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,224 shares; 2025Q4: 2,660 shares; 2026Q1: 2,816 shares; 2026Q2: 2,669 shares 2,669 $3.08M 0.41% -147 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: 18,875 shares; 2024Q4: 16,509 shares; 2025Q1: 16,269 shares; 2025Q2: 15,982 shares; 2025Q3: 15,789 shares; 2025Q4: 15,003 shares; 2026Q1: 14,680 shares; 2026Q2: 14,059 shares 14,059 $3.06M 0.4% -621 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,165 shares; 2024Q4: 61,562 shares; 2025Q1: 63,008 shares; 2025Q2: 71,356 shares; 2025Q3: 79,373 shares; 2025Q4: 79,632 shares; 2026Q1: 82,929 shares; 2026Q2: 77,826 shares 77,826 $3.02M 0.4% -5,103 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: 6,654 shares; 2024Q4: 7,268 shares; 2025Q1: 7,449 shares; 2025Q2: 7,127 shares; 2025Q3: 7,352 shares; 2025Q4: 7,613 shares; 2026Q1: 8,352 shares; 2026Q2: 8,205 shares 8,205 $2.9M 0.38% -147 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: 22,921 shares; 2024Q4: 23,698 shares; 2025Q1: 21,032 shares; 2025Q2: 21,058 shares; 2025Q3: 21,946 shares; 2025Q4: 24,501 shares; 2026Q1: 24,544 shares; 2026Q2: 23,813 shares 23,813 $2.7M 0.36% -731 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: 7,420 shares; 2024Q4: 7,576 shares; 2025Q1: 7,724 shares; 2025Q2: 7,908 shares; 2025Q3: 7,917 shares; 2025Q4: 7,801 shares; 2026Q1: 7,773 shares; 2026Q2: 7,818 shares 7,818 $2.56M 0.34% +45 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,670 shares; 2024Q4: 25,313 shares; 2025Q1: 26,874 shares; 2025Q2: 28,387 shares; 2025Q3: 27,592 shares; 2025Q4: 27,267 shares; 2026Q1: 27,523 shares; 2026Q2: 27,412 shares 27,412 $2.49M 0.33% -111 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: 25,583 shares; 2024Q4: 24,636 shares; 2025Q1: 24,014 shares; 2025Q2: 23,851 shares; 2025Q3: 22,161 shares; 2025Q4: 22,534 shares; 2026Q1: 22,519 shares; 2026Q2: 22,783 shares 22,783 $2.2M 0.29% +264 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: 3,099 shares; 2024Q4: 3,070 shares; 2025Q1: 3,023 shares; 2025Q2: 3,220 shares; 2025Q3: 3,078 shares; 2025Q4: 3,155 shares; 2026Q1: 3,130 shares; 2026Q2: 3,180 shares 3,180 $2.18M 0.29% +50 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: 3,251 shares; 2024Q4: 3,324 shares; 2025Q1: 3,563 shares; 2025Q2: 3,447 shares; 2025Q3: 3,450 shares; 2025Q4: 3,300 shares; 2026Q1: 3,321 shares; 2026Q2: 3,478 shares 3,478 $2.02M 0.27% +157 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 17,054 shares; 2025Q2: 18,825 shares; 2025Q3: 20,329 shares; 2025Q4: 21,414 shares; 2026Q1: 19,133 shares; 2026Q2: 14,359 shares 14,359 $2M 0.26% -4,774 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: 47,544 shares; 2024Q4: 45,591 shares; 2025Q1: 44,576 shares; 2025Q2: 40,823 shares; 2025Q3: 39,130 shares; 2025Q4: 35,718 shares; 2026Q1: 33,924 shares; 2026Q2: 32,722 shares 32,722 $1.95M 0.26% -1,202 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: 8,542 shares; 2024Q4: 17,053 shares; 2025Q1: 25,764 shares; 2025Q2: 21,251 shares; 2025Q3: 25,154 shares; 2025Q4: 31,662 shares; 2026Q1: 37,081 shares; 2026Q2: 38,489 shares 38,489 $1.86M 0.25% +1,408 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: 25,637 shares; 2024Q4: 24,630 shares; 2025Q1: 23,539 shares; 2025Q2: 23,394 shares; 2025Q3: 23,185 shares; 2025Q4: 22,586 shares; 2026Q1: 21,753 shares; 2026Q2: 20,888 shares 20,888 $1.75M 0.23% -865 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,644 shares; 2024Q4: 25,644 shares; 2025Q1: 25,644 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares; 2025Q4: 25,546 shares; 2026Q1: 25,546 shares; 2026Q2: 25,546 shares 25,546 $1.75M 0.23% 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: 32,358 shares; 2024Q4: 30,250 shares; 2025Q1: 28,562 shares; 2025Q2: 29,084 shares; 2025Q3: 28,078 shares; 2025Q4: 23,805 shares; 2026Q1: 22,761 shares; 2026Q2: 22,360 shares 22,360 $1.74M 0.23% -401 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,469 shares; 2024Q4: 32,532 shares; 2025Q1: 32,532 shares; 2025Q2: 32,536 shares; 2025Q3: 32,536 shares; 2025Q4: 32,559 shares; 2026Q1: 32,559 shares; 2026Q2: 32,797 shares 32,797 $1.73M 0.23% +238 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,921 shares; 2024Q4: 36,760 shares; 2025Q1: 36,550 shares; 2025Q2: 36,601 shares; 2025Q3: 36,046 shares; 2025Q4: 34,948 shares; 2026Q1: 34,687 shares; 2026Q2: 34,741 shares 34,741 $1.69M 0.22% +54 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: 25,681 shares; 2024Q4: 20,868 shares; 2025Q1: 21,553 shares; 2025Q2: 21,132 shares; 2025Q3: 20,767 shares; 2025Q4: 17,623 shares; 2026Q1: 17,474 shares; 2026Q2: 17,313 shares 17,313 $1.58M 0.21% -161 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.2% 0 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: 14,190 shares; 2024Q4: 10,961 shares; 2025Q1: 10,946 shares; 2025Q2: 10,876 shares; 2025Q3: 11,682 shares; 2025Q4: 11,156 shares; 2026Q1: 11,334 shares; 2026Q2: 10,787 shares 10,787 $1.47M 0.19% -547 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: 2,636 shares; 2024Q4: 2,622 shares; 2025Q1: 1,598 shares; 2025Q2: 1,612 shares; 2025Q3: 2,054 shares; 2025Q4: 1,767 shares; 2026Q1: 1,727 shares; 2026Q2: 1,867 shares 1,867 $1.4M 0.18% +140 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: 1,789 shares; 2024Q4: 1,772 shares; 2025Q1: 2,199 shares; 2025Q2: 2,202 shares; 2025Q3: 1,995 shares; 2025Q4: 1,964 shares; 2026Q1: 2,052 shares; 2026Q2: 2,050 shares 2,050 $1.3M 0.17% -2 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: 2,656 shares; 2024Q4: 2,909 shares; 2025Q1: 3,000 shares; 2025Q2: 3,659 shares; 2025Q3: 3,615 shares; 2025Q4: 3,417 shares; 2026Q1: 3,553 shares; 2026Q2: 3,633 shares 3,633 $1.3M 0.17% +80 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: 14,415 shares; 2024Q4: 14,846 shares; 2025Q1: 12,224 shares; 2025Q2: 12,218 shares; 2025Q3: 12,234 shares; 2025Q4: 12,103 shares; 2026Q1: 12,289 shares; 2026Q2: 15,115 shares 15,115 $1.25M 0.16% +2,826 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: 1,071 shares; 2024Q4: 1,184 shares; 2025Q1: 1,224 shares; 2025Q2: 851 shares; 2025Q3: 886 shares; 2025Q4: 866 shares; 2026Q1: 1,037 shares; 2026Q2: 1,029 shares 1,029 $1.23M 0.16% -8 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: 4,275 shares; 2024Q4: 4,415 shares; 2025Q1: 4,383 shares; 2025Q2: 4,311 shares; 2025Q3: 4,289 shares; 2025Q4: 4,156 shares; 2026Q1: 4,457 shares; 2026Q2: 4,463 shares 4,463 $1.21M 0.16% +6 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: 5,561 shares; 2024Q4: 5,505 shares; 2025Q1: 5,125 shares; 2025Q2: 5,041 shares; 2025Q3: 5,025 shares; 2025Q4: 4,708 shares; 2026Q1: 4,716 shares; 2026Q2: 5,085 shares 5,085 $1.2M 0.16% +369 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: not reported; 2025Q1: not reported; 2025Q2: 24,861 shares; 2025Q3: 24,757 shares; 2025Q4: 23,914 shares; 2026Q1: 23,524 shares; 2026Q2: 23,098 shares 23,098 $1.19M 0.16% -426 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: 2,482 shares; 2026Q1: 2,565 shares; 2026Q2: 1,859 shares 1,859 $1.19M 0.16% -706 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,512 shares; 2024Q4: 59,188 shares; 2025Q1: 61,131 shares; 2025Q2: 60,962 shares; 2025Q3: 59,615 shares; 2025Q4: 16,320 shares; 2026Q1: 12,234 shares; 2026Q2: 12,146 shares 12,146 $1.19M 0.16% -88 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: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares; 2025Q4: 3,816 shares; 2026Q1: 3,816 shares; 2026Q2: 3,816 shares 3,816 $1.15M 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $1.11M 0.15% 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: 368 shares; 2025Q4: 555 shares; 2026Q1: 563 shares; 2026Q2: 561 shares 561 $1.11M 0.15% -2 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 29,211 shares; 2026Q2: 24,682 shares 24,682 $1.02M 0.13% -4,529 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: 1,987 shares; 2024Q4: 2,690 shares; 2025Q1: 2,601 shares; 2025Q2: 3,071 shares; 2025Q3: 5,585 shares; 2025Q4: 7,815 shares; 2026Q1: 7,953 shares; 2026Q2: 7,944 shares 7,944 $1.02M 0.13% -9 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: 1,267 shares; 2024Q4: 1,487 shares; 2025Q1: 1,475 shares; 2025Q2: 1,323 shares; 2025Q3: 1,477 shares; 2025Q4: 1,283 shares; 2026Q1: 1,752 shares; 2026Q2: 1,812 shares 1,812 $1.02M 0.13% +60 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: 1,570 shares; 2024Q4: 1,907 shares; 2025Q1: 1,881 shares; 2025Q2: 2,175 shares; 2025Q3: 2,254 shares; 2025Q4: 2,161 shares; 2026Q1: 2,579 shares; 2026Q2: 2,598 shares 2,598 $981K 0.13% +19 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: 2,120 shares; 2024Q4: 2,167 shares; 2025Q1: 2,088 shares; 2025Q2: 2,039 shares; 2025Q3: 2,032 shares; 2025Q4: 1,912 shares; 2026Q1: 1,934 shares; 2026Q2: 11,343 shares 11,343 $977K 0.13% +9,409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,298 shares 1,298 $938K 0.12% 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: 14,083 shares; 2024Q4: 14,286 shares; 2025Q1: 13,851 shares; 2025Q2: 14,408 shares; 2025Q3: 12,842 shares; 2025Q4: 15,146 shares; 2026Q1: 15,169 shares; 2026Q2: 15,147 shares 15,147 $915K 0.12% -22 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,381 shares; 2026Q1: 15,790 shares; 2026Q2: 13,956 shares 13,956 $896K 0.12% -1,834 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: 1,980 shares; 2024Q4: 2,362 shares; 2025Q1: 3,925 shares; 2025Q2: 3,914 shares; 2025Q3: 3,802 shares; 2025Q4: 3,537 shares; 2026Q1: 3,393 shares; 2026Q2: 3,439 shares 3,439 $873K 0.12% +46 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: 11,796 shares; 2024Q4: 10,792 shares; 2025Q1: 10,323 shares; 2025Q2: 9,654 shares; 2025Q3: 9,495 shares; 2025Q4: 8,113 shares; 2026Q1: 8,107 shares; 2026Q2: 7,833 shares 7,833 $863K 0.11% -274 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,962 shares; 2024Q4: 12,971 shares; 2025Q1: 11,964 shares; 2025Q2: 11,381 shares; 2025Q3: 11,137 shares; 2025Q4: 10,911 shares; 2026Q1: 8,911 shares; 2026Q2: 8,825 shares 8,825 $851K 0.11% -86 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: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 465 shares; 2025Q4: 678 shares; 2026Q1: 725 shares; 2026Q2: 716 shares 716 $841K 0.11% -9 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,606 shares; 2024Q4: 19,648 shares; 2025Q1: 19,692 shares; 2025Q2: 19,525 shares; 2025Q3: 19,572 shares; 2025Q4: 19,063 shares; 2026Q1: 19,102 shares; 2026Q2: 19,144 shares 19,144 $833K 0.11% +42 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 344 shares 344 $782K 0.1% -386 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,089 shares; 2024Q4: 18,343 shares; 2025Q1: 16,734 shares; 2025Q2: 17,110 shares; 2025Q3: 16,861 shares; 2025Q4: 16,943 shares; 2026Q1: 16,730 shares; 2026Q2: 15,599 shares 15,599 $777K 0.1% -1,131 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,784 shares; 2025Q2: 1,822 shares; 2025Q3: 1,891 shares; 2025Q4: 2,080 shares; 2026Q1: 2,028 shares; 2026Q2: 2,039 shares 2,039 $762K 0.1% +11 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,003 shares; 2024Q4: 22,021 shares; 2025Q1: 21,107 shares; 2025Q2: 21,848 shares; 2025Q3: 21,486 shares; 2025Q4: 16,491 shares; 2026Q1: 14,608 shares; 2026Q2: 14,680 shares 14,680 $760K 0.1% +72 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 3,850 shares; 2025Q4: 8,256 shares; 2026Q1: 10,065 shares; 2026Q2: 10,079 shares 10,079 $750K 0.1% +14 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,328 shares; 2025Q1: 5,334 shares; 2025Q2: 5,527 shares; 2025Q3: 5,342 shares; 2025Q4: 5,307 shares; 2026Q1: 5,310 shares; 2026Q2: 5,317 shares 5,317 $727K 0.1% +7 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,778 shares; 2026Q1: 13,138 shares; 2026Q2: 12,488 shares 12,488 $720K 0.09% -650 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 2,810 shares; 2025Q4: 2,875 shares; 2026Q1: 2,812 shares; 2026Q2: 2,774 shares 2,774 $709K 0.09% -38 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: 3,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,151 shares; 2025Q4: 7,334 shares; 2026Q1: 7,550 shares; 2026Q2: 7,536 shares 7,536 $704K 0.09% -14 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,561 shares; 2024Q4: 42,893 shares; 2025Q1: 40,751 shares; 2025Q2: 37,347 shares; 2025Q3: 34,779 shares; 2025Q4: 15,865 shares; 2026Q1: 10,572 shares; 2026Q2: 9,747 shares 9,747 $677K 0.09% -825 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: 27,564 shares; 2024Q4: 18,584 shares; 2025Q1: 16,684 shares; 2025Q2: 16,991 shares; 2025Q3: 19,533 shares; 2025Q4: 16,624 shares; 2026Q1: 16,505 shares; 2026Q2: 16,264 shares 16,264 $671K 0.09% -241 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 2,015 shares; 2026Q1: 2,030 shares; 2026Q2: 1,933 shares 1,933 $659K 0.09% -97 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,111 shares; 2024Q4: 7,839 shares; 2025Q1: 7,677 shares; 2025Q2: 7,055 shares; 2025Q3: 6,811 shares; 2025Q4: 6,668 shares; 2026Q1: 6,738 shares; 2026Q2: 6,369 shares 6,369 $651K 0.09% -369 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: not reported; 2025Q1: 2,886 shares; 2025Q2: 2,940 shares; 2025Q3: 2,939 shares; 2025Q4: 2,600 shares; 2026Q1: 2,555 shares; 2026Q2: 2,332 shares 2,332 $650K 0.09% -223 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: 7,954 shares; 2024Q4: 6,315 shares; 2025Q1: 6,260 shares; 2025Q2: 6,690 shares; 2025Q3: 6,636 shares; 2025Q4: 4,354 shares; 2026Q1: 4,208 shares; 2026Q2: 4,036 shares 4,036 $633K 0.08% -172 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: 2,770 shares; 2024Q4: 2,874 shares; 2025Q1: 3,058 shares; 2025Q2: 4,586 shares; 2025Q3: 5,605 shares; 2025Q4: 6,641 shares; 2026Q1: 4,872 shares; 2026Q2: 4,631 shares 4,631 $627K 0.08% -241 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: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 3,614 shares; 2026Q1: 4,988 shares; 2026Q2: 4,313 shares 4,313 $617K 0.08% -675 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $588K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,802 shares; 2026Q1: 1,859 shares; 2026Q2: 1,859 shares 1,859 $582K 0.08% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,559 shares; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares; 2026Q2: 7,558 shares 7,558 $570K 0.08% +8 Timeline PCG PG&E CORP More: the full row for PG&E 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: 19,649 shares; 2025Q4: 32,284 shares; 2026Q1: 35,688 shares; 2026Q2: 33,878 shares 33,878 $570K 0.08% -1,810 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,073 shares; 2024Q4: 11,613 shares; 2025Q1: 7,914 shares; 2025Q2: 7,431 shares; 2025Q3: 7,566 shares; 2025Q4: 7,303 shares; 2026Q1: 7,270 shares; 2026Q2: 6,805 shares 6,805 $559K 0.07% -465 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,158 shares; 2025Q4: 7,560 shares; 2026Q1: 8,391 shares; 2026Q2: 8,391 shares 8,391 $556K 0.07% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,886 shares; 2025Q1: 4,889 shares; 2025Q2: 5,813 shares; 2025Q3: 5,842 shares; 2025Q4: 5,767 shares; 2026Q1: 5,704 shares; 2026Q2: 8,127 shares 8,127 $556K 0.07% +2,423 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 5,296 shares; 2026Q1: 5,925 shares; 2026Q2: 5,918 shares 5,918 $554K 0.07% -7 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: 561 shares; 2024Q4: 578 shares; 2025Q1: 579 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 564 shares; 2026Q1: 565 shares; 2026Q2: 567 shares 567 $554K 0.07% +2 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,144 shares; 2026Q1: 22,144 shares; 2026Q2: 22,144 shares 22,144 $551K 0.07% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,882 shares 10,882 $550K 0.07% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,462 shares; 2026Q1: 8,718 shares; 2026Q2: 8,717 shares 8,717 $548K 0.07% -1 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $543K 0.07% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,455 shares; 2024Q4: 51,000 shares; 2025Q1: 50,682 shares; 2025Q2: 43,650 shares; 2025Q3: 43,238 shares; 2025Q4: 36,717 shares; 2026Q1: 37,032 shares; 2026Q2: 30,267 shares 30,267 $541K 0.07% -6,765 Timeline FTSL 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: 14,975 shares; 2024Q4: 14,963 shares; 2025Q1: 15,089 shares; 2025Q2: 14,411 shares; 2025Q3: 13,459 shares; 2025Q4: 12,505 shares; 2026Q1: 12,629 shares; 2026Q2: 12,043 shares 12,043 $539K 0.07% -586 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: 2,423 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,169 shares; 2026Q1: 1,759 shares; 2026Q2: 1,775 shares 1,775 $538K 0.07% +16 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: 6,024 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 6,539 shares; 2026Q1: 6,539 shares; 2026Q2: 6,539 shares 6,539 $530K 0.07% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,113 shares; 2024Q4: 10,105 shares; 2025Q1: 9,252 shares; 2025Q2: 9,353 shares; 2025Q3: 8,566 shares; 2025Q4: 6,991 shares; 2026Q1: 5,444 shares; 2026Q2: 4,757 shares 4,757 $521K 0.07% -687 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,393 shares 16,393 $520K 0.07% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,946 shares; 2025Q3: 7,027 shares; 2025Q4: 6,468 shares; 2026Q1: 6,725 shares; 2026Q2: 6,724 shares 6,724 $518K 0.07% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares; 2026Q2: 1,547 shares 1,547 $518K 0.07% -11 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,407 shares; 2025Q2: 2,680 shares; 2025Q3: 2,467 shares; 2025Q4: 2,517 shares; 2026Q1: 2,607 shares; 2026Q2: 2,836 shares 2,836 $513K 0.07% +229 Timeline VRP 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: 59,782 shares; 2024Q4: 59,043 shares; 2025Q1: 54,903 shares; 2025Q2: 31,174 shares; 2025Q3: 25,394 shares; 2025Q4: 25,394 shares; 2026Q1: 25,394 shares; 2026Q2: 20,783 shares 20,783 $505K 0.07% -4,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,383 shares; 2025Q4: 1,915 shares; 2026Q1: 2,024 shares; 2026Q2: 2,026 shares 2,026 $499K 0.07% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,868 shares; 2024Q4: 7,349 shares; 2025Q1: 7,313 shares; 2025Q2: 7,181 shares; 2025Q3: 6,563 shares; 2025Q4: 6,527 shares; 2026Q1: 6,544 shares; 2026Q2: 6,529 shares 6,529 $498K 0.07% -15 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: 2,400 shares; 2024Q4: 2,509 shares; 2025Q1: 3,192 shares; 2025Q2: 3,276 shares; 2025Q3: 3,803 shares; 2025Q4: 3,258 shares; 2026Q1: 3,349 shares; 2026Q2: 3,372 shares 3,372 $494K 0.07% +23 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: 584 shares; 2024Q4: 643 shares; 2025Q1: 719 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 666 shares; 2026Q2: 656 shares 656 $490K 0.06% -10 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 2,977 shares; 2026Q1: 2,828 shares; 2026Q2: 2,874 shares 2,874 $486K 0.06% +46 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 3,163 shares; 2026Q1: 3,358 shares; 2026Q2: 3,359 shares 3,359 $470K 0.06% +1 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: 1,766 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,842 shares; 2025Q3: 2,571 shares; 2025Q4: 1,805 shares; 2026Q1: 1,889 shares; 2026Q2: 2,819 shares 2,819 $467K 0.06% +930 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: 1,450 shares; 2025Q3: 1,447 shares; 2025Q4: 2,589 shares; 2026Q1: 1,559 shares; 2026Q2: 2,308 shares 2,308 $463K 0.06% +749 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: 1,147 shares; 2024Q4: 1,144 shares; 2025Q1: 1,153 shares; 2025Q2: 1,188 shares; 2025Q3: 1,191 shares; 2025Q4: 1,078 shares; 2026Q1: 1,063 shares; 2026Q2: 1,309 shares 1,309 $462K 0.06% +246 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 950 shares; 2026Q2: 950 shares 950 $460K 0.06% 0 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: 724 shares; 2024Q4: 1,962 shares; 2025Q1: 2,112 shares; 2025Q2: 2,188 shares; 2025Q3: 1,579 shares; 2025Q4: 2,193 shares; 2026Q1: 1,350 shares; 2026Q2: 1,338 shares 1,338 $456K 0.06% -12 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: 1,698 shares; 2024Q4: 1,705 shares; 2025Q1: 1,707 shares; 2025Q2: 1,716 shares; 2025Q3: 1,756 shares; 2025Q4: 1,659 shares; 2026Q1: 1,521 shares; 2026Q2: 1,803 shares 1,803 $454K 0.06% +282 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $452K 0.06% 0 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: 417 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 470 shares; 2025Q3: 467 shares; 2025Q4: 428 shares; 2026Q1: 491 shares; 2026Q2: 481 shares 481 $450K 0.06% -10 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: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,536 shares; 2026Q1: 2,862 shares; 2026Q2: 2,529 shares 2,529 $446K 0.06% -333 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,280 shares; 2025Q3: 1,149 shares; 2025Q4: 1,678 shares; 2026Q1: 1,597 shares; 2026Q2: 1,767 shares 1,767 $445K 0.06% +170 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,474 shares; 2024Q4: 11,317 shares; 2025Q1: 11,238 shares; 2025Q2: 9,462 shares; 2025Q3: 8,732 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares; 2026Q2: 8,536 shares 8,536 $443K 0.06% -92 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: 7,536 shares; 2024Q4: 7,334 shares; 2025Q1: 7,253 shares; 2025Q2: 7,933 shares; 2025Q3: 8,405 shares; 2025Q4: 5,525 shares; 2026Q1: 5,576 shares; 2026Q2: 5,684 shares 5,684 $436K 0.06% +108 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,701 shares; 2024Q4: 10,701 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,701 shares; 2025Q4: 10,701 shares; 2026Q1: 10,701 shares; 2026Q2: 10,701 shares 10,701 $431K 0.06% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,207 shares; 2024Q4: 4,846 shares; 2025Q1: 4,521 shares; 2025Q2: 4,836 shares; 2025Q3: 4,378 shares; 2025Q4: 3,929 shares; 2026Q1: 3,922 shares; 2026Q2: 3,652 shares 3,652 $429K 0.06% -270 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,673 shares; 2024Q4: 3,648 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,268 shares; 2025Q4: 2,210 shares; 2026Q1: 2,212 shares; 2026Q2: 1,995 shares 1,995 $424K 0.06% -217 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,647 shares; 2026Q1: 2,481 shares; 2026Q2: 2,403 shares 2,403 $423K 0.06% -78 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,897 shares; 2025Q1: 4,825 shares; 2025Q2: 4,396 shares; 2025Q3: 4,647 shares; 2025Q4: 5,175 shares; 2026Q1: 4,192 shares; 2026Q2: 3,603 shares 3,603 $420K 0.06% -589 Timeline SHM 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: 10,557 shares; 2024Q4: 10,557 shares; 2025Q1: 10,604 shares; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 10,604 shares; 2026Q1: 10,604 shares; 2026Q2: 8,744 shares 8,744 $419K 0.06% -1,860 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 1,370 shares 1,370 $413K 0.05% +1,233 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: 403 shares; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 601 shares; 2025Q3: 456 shares; 2025Q4: 754 shares; 2026Q1: 912 shares; 2026Q2: 807 shares 807 $411K 0.05% -105 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: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,103 shares; 2025Q2: 1,117 shares; 2025Q3: 1,147 shares; 2025Q4: 1,242 shares; 2026Q1: 1,219 shares; 2026Q2: 1,455 shares 1,455 $409K 0.05% +236 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 3,957 shares; 2026Q1: not reported; 2026Q2: 5,142 shares 5,142 $400K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,904 shares; 2025Q4: 3,776 shares; 2026Q1: 3,700 shares; 2026Q2: 3,403 shares 3,403 $400K 0.05% -297 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,014 shares; 2024Q4: 17,044 shares; 2025Q1: 16,927 shares; 2025Q2: 15,761 shares; 2025Q3: 15,807 shares; 2025Q4: 16,102 shares; 2026Q1: 15,265 shares; 2026Q2: 15,265 shares 15,265 $399K 0.05% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,644 shares; 2024Q4: 20,644 shares; 2025Q1: 20,644 shares; 2025Q2: 20,644 shares; 2025Q3: 20,672 shares; 2025Q4: 20,644 shares; 2026Q1: 20,644 shares; 2026Q2: 20,872 shares 20,872 $394K 0.05% +228 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: 7,392 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 14,792 shares; 2025Q3: 14,784 shares; 2025Q4: 13,737 shares; 2026Q1: 14,160 shares; 2026Q2: 14,175 shares 14,175 $393K 0.05% +15 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares; 2026Q1: 1,618 shares; 2026Q2: 1,436 shares 1,436 $390K 0.05% -182 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: 1,180 shares; 2024Q4: 1,148 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,178 shares; 2025Q4: 1,148 shares; 2026Q1: 1,152 shares; 2026Q2: 1,148 shares 1,148 $388K 0.05% -4 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 9,339 shares; 2025Q1: 9,328 shares; 2025Q2: 12,065 shares; 2025Q3: 13,664 shares; 2025Q4: 13,020 shares; 2026Q1: 14,676 shares; 2026Q2: 13,731 shares 13,731 $387K 0.05% -945 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 2,464 shares; 2025Q2: 2,709 shares; 2025Q3: 2,211 shares; 2025Q4: 2,643 shares; 2026Q1: 2,369 shares; 2026Q2: 1,520 shares 1,520 $387K 0.05% -849 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: 394 shares; 2026Q1: 453 shares; 2026Q2: 466 shares 466 $387K 0.05% +13 Timeline FLTR 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: 26,242 shares; 2024Q4: 24,716 shares; 2025Q1: 19,646 shares; 2025Q2: 17,783 shares; 2025Q3: 17,931 shares; 2025Q4: 17,649 shares; 2026Q1: 17,734 shares; 2026Q2: 14,927 shares 14,927 $382K 0.05% -2,807 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 3,721 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares; 2026Q2: 3,712 shares 3,712 $380K 0.05% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,956 shares; 2025Q2: 2,676 shares; 2025Q3: not reported; 2025Q4: 3,020 shares; 2026Q1: 4,382 shares; 2026Q2: 2,453 shares 2,453 $377K 0.05% -1,929 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: 2,003 shares; 2024Q4: 2,018 shares; 2025Q1: 2,008 shares; 2025Q2: 2,061 shares; 2025Q3: 2,119 shares; 2025Q4: 2,290 shares; 2026Q1: 1,859 shares; 2026Q2: 2,559 shares 2,559 $375K 0.05% +700 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $367K 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $366K 0.05% new Timeline VTWV 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: 1,541 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,905 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $365K 0.05% 0 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: 6,367 shares; 2024Q4: 8,260 shares; 2025Q1: 7,511 shares; 2025Q2: 6,718 shares; 2025Q3: 6,895 shares; 2025Q4: 6,521 shares; 2026Q1: 6,353 shares; 2026Q2: 6,361 shares 6,361 $362K 0.05% +8 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,380 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares; 2026Q2: 2,462 shares 2,462 $360K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,045 shares; 2024Q4: 7,060 shares; 2025Q1: 6,755 shares; 2025Q2: 7,831 shares; 2025Q3: 6,230 shares; 2025Q4: 6,711 shares; 2026Q1: 7,353 shares; 2026Q2: 6,165 shares 6,165 $353K 0.05% -1,188 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,260 shares; 2026Q2: 2,386 shares 2,386 $349K 0.05% +126 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,762 shares 4,762 $344K 0.05% new 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: 4,806 shares; 2024Q4: 4,853 shares; 2025Q1: 4,667 shares; 2025Q2: 4,685 shares; 2025Q3: 5,171 shares; 2025Q4: 5,176 shares; 2026Q1: 4,689 shares; 2026Q2: 4,769 shares 4,769 $343K 0.05% +80 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 906 shares; 2026Q1: 922 shares; 2026Q2: 852 shares 852 $342K 0.05% -70 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 6,000 shares; 2025Q1: 5,143 shares; 2025Q2: 4,850 shares; 2025Q3: 4,828 shares; 2025Q4: 4,353 shares; 2026Q1: 4,332 shares; 2026Q2: 4,319 shares 4,319 $341K 0.05% -13 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,062 shares; 2025Q1: 2,809 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares; 2026Q1: 2,904 shares; 2026Q2: 3,279 shares 3,279 $341K 0.04% +375 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: 1,580 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,505 shares; 2026Q1: 1,514 shares; 2026Q2: 1,501 shares 1,501 $335K 0.04% -13 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: 6,666 shares; 2024Q4: 6,504 shares; 2025Q1: 6,524 shares; 2025Q2: 7,396 shares; 2025Q3: 7,794 shares; 2025Q4: 7,383 shares; 2026Q1: 7,580 shares; 2026Q2: 7,708 shares 7,708 $326K 0.04% +128 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,812 shares; 2024Q4: 11,649 shares; 2025Q1: 11,649 shares; 2025Q2: 10,307 shares; 2025Q3: 9,614 shares; 2025Q4: 8,768 shares; 2026Q1: 8,542 shares; 2026Q2: 8,542 shares 8,542 $325K 0.04% 0 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,578 shares; 2025Q1: 5,602 shares; 2025Q2: 5,629 shares; 2025Q3: 5,656 shares; 2025Q4: 5,701 shares; 2026Q1: 5,722 shares; 2026Q2: 5,746 shares 5,746 $321K 0.04% +24 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: 949 shares; 2024Q4: 914 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,347 shares; 2025Q4: 1,344 shares; 2026Q1: 1,294 shares; 2026Q2: 1,293 shares 1,293 $321K 0.04% -1 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 717 shares 717 $320K 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,913 shares 1,913 $319K 0.04% new 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: 1,595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,430 shares; 2026Q2: 2,441 shares 2,441 $319K 0.04% +11 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 2,463 shares; 2026Q2: 1,879 shares 1,879 $317K 0.04% -584 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA 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: 1,164 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,369 shares 1,369 $313K 0.04% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 505 shares 505 $312K 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares; 2026Q1: 8,465 shares; 2026Q2: 8,465 shares 8,465 $311K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: 2,038 shares; 2026Q2: 2,038 shares 2,038 $309K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,333 shares; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 3,270 shares; 2026Q1: 2,465 shares; 2026Q2: 1,799 shares 1,799 $306K 0.04% -666 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,511 shares; 2024Q4: 18,511 shares; 2025Q1: 18,511 shares; 2025Q2: 18,511 shares; 2025Q3: 18,535 shares; 2025Q4: 18,535 shares; 2026Q1: 18,535 shares; 2026Q2: 18,125 shares 18,125 $303K 0.04% -410 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: 2,996 shares; 2026Q2: 2,772 shares 2,772 $298K 0.04% -224 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares 665 $296K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 2,838 shares; 2026Q2: 2,475 shares 2,475 $285K 0.04% -363 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 680 shares; 2026Q2: 829 shares 829 $283K 0.04% +149 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: 15,306 shares; 2024Q4: 15,599 shares; 2025Q1: 15,900 shares; 2025Q2: 15,775 shares; 2025Q3: 15,834 shares; 2025Q4: 15,836 shares; 2026Q1: 15,804 shares; 2026Q2: 15,723 shares 15,723 $282K 0.04% -81 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 1,476 shares; 2026Q1: not reported; 2026Q2: 1,476 shares 1,476 $281K 0.04% new 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: 1,572 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $280K 0.04% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares; 2026Q2: 1,689 shares 1,689 $278K 0.04% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 5,388 shares 5,388 $275K 0.04% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $274K 0.04% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,529 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $274K 0.04% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares; 2026Q2: 1,255 shares 1,255 $271K 0.04% +103 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $268K 0.04% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,900 shares 5,900 $266K 0.04% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: not reported; 2025Q4: 5,771 shares; 2026Q1: 4,978 shares; 2026Q2: 4,890 shares 4,890 $266K 0.04% -88 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,530 shares 2,530 $265K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,528 shares; 2026Q1: 931 shares; 2026Q2: 1,028 shares 1,028 $263K 0.03% +97 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,824 shares; 2026Q1: not reported; 2026Q2: 10,305 shares 10,305 $260K 0.03% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,459 shares 7,459 $260K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,170 shares 2,170 $259K 0.03% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,126 shares; 2025Q1: 1,130 shares; 2025Q2: 1,134 shares; 2025Q3: 1,028 shares; 2025Q4: 948 shares; 2026Q1: 950 shares; 2026Q2: 954 shares 954 $258K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 987 shares 987 $257K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,334 shares; 2025Q4: 1,684 shares; 2026Q1: 1,324 shares; 2026Q2: 1,325 shares 1,325 $256K 0.03% +1 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,731 shares; 2024Q4: 3,657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares; 2026Q1: 3,657 shares; 2026Q2: 3,657 shares 3,657 $255K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $254K 0.03% 0 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: 3,848 shares; 2024Q4: 4,000 shares; 2025Q1: 3,913 shares; 2025Q2: 3,914 shares; 2025Q3: 3,415 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares; 2026Q2: 4,766 shares 4,766 $253K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares; 2026Q2: 619 shares 619 $252K 0.03% -305 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353 shares 353 $252K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares; 2026Q2: 961 shares 961 $250K 0.03% +54 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $245K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,189 shares; 2026Q2: 5,154 shares 5,154 $245K 0.03% -35 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $242K 0.03% new 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: 3,687 shares; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,704 shares; 2026Q1: 2,428 shares; 2026Q2: 2,428 shares 2,428 $241K 0.03% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,322 shares 6,322 $241K 0.03% new Timeline KMX CARMAX INC More: the full row for CARMAX 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: 4,541 shares 4,541 $240K 0.03% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,340 shares; 2025Q1: 3,113 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,054 shares; 2026Q1: 1,573 shares; 2026Q2: 1,556 shares 1,556 $240K 0.03% -17 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 276 shares 276 $237K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,872 shares 2,872 $231K 0.03% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 3,304 shares; 2026Q2: 3,301 shares 3,301 $230K 0.03% -3 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: 545 shares; 2024Q4: 541 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 549 shares; 2025Q4: 541 shares; 2026Q1: 559 shares; 2026Q2: 574 shares 574 $228K 0.03% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $228K 0.03% new 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: 755 shares; 2024Q4: 591 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 547 shares 547 $227K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,046 shares 1,046 $226K 0.03% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,154 shares 1,154 $224K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $222K 0.03% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $220K 0.03% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: not reported; 2026Q1: 1,839 shares; 2026Q2: 1,793 shares 1,793 $220K 0.03% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares; 2026Q2: 1,609 shares 1,609 $220K 0.03% -8 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,333 shares; 2024Q4: 9,415 shares; 2025Q1: 9,857 shares; 2025Q2: 9,571 shares; 2025Q3: 9,300 shares; 2025Q4: 9,686 shares; 2026Q1: 7,266 shares; 2026Q2: 7,211 shares 7,211 $219K 0.03% -55 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: 2,498 shares; 2024Q4: 2,541 shares; 2025Q1: 2,572 shares; 2025Q2: 2,777 shares; 2025Q3: 2,448 shares; 2025Q4: 2,274 shares; 2026Q1: 2,159 shares; 2026Q2: 2,269 shares 2,269 $218K 0.03% +110 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,136 shares; 2025Q2: 4,626 shares; 2025Q3: 5,077 shares; 2025Q4: 6,397 shares; 2026Q1: 3,948 shares; 2026Q2: 4,012 shares 4,012 $218K 0.03% +64 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,116 shares; 2026Q2: 2,096 shares 2,096 $218K 0.03% -20 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: 3,014 shares; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares; 2026Q1: 2,575 shares; 2026Q2: 2,476 shares 2,476 $217K 0.03% -99 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 408 shares 408 $212K 0.03% -1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $212K 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 4,981 shares; 2026Q1: 3,710 shares; 2026Q2: 2,403 shares 2,403 $207K 0.03% -1,307 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares; 2026Q2: 2,250 shares 2,250 $207K 0.03% -596 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,330 shares; 2024Q4: 10,417 shares; 2025Q1: 10,479 shares; 2025Q2: 10,350 shares; 2025Q3: 10,388 shares; 2025Q4: 10,431 shares; 2026Q1: 10,444 shares; 2026Q2: 13,284 shares 13,284 $205K 0.03% +2,840 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $205K 0.03% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares; 2026Q2: 2,903 shares 2,903 $203K 0.03% -277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $203K 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 3,537 shares 3,537 $201K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 408 shares 408 $200K 0.03% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 15,277 shares; 2025Q4: 9,827 shares; 2026Q1: not reported; 2026Q2: 10,429 shares 10,429 $152K 0.02% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,556 shares; 2024Q4: 10,704 shares; 2025Q1: 10,704 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares; 2026Q1: 10,704 shares; 2026Q2: 10,833 shares 10,833 $150K 0.02% +129 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 12,257 shares 12,257 $124K 0.02% new Timeline