TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,920 shares; 2023Q4: 17,916 shares; 2024Q1: 60,993 shares; 2024Q2: 32,792 shares; 2024Q3: 2,805 shares; 2024Q4: 2,842 shares; 2025Q1: not loaded; 2025Q2: 173,296 shares 173,296 $15.8M 6.19% Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 233 shares; 2023Q4: 57,864 shares; 2024Q1: 85,792 shares; 2024Q2: 74,373 shares; 2024Q3: 132,883 shares; 2024Q4: 166,114 shares; 2025Q1: not loaded; 2025Q2: 155,321 shares 155,321 $14.8M 5.81% Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 522,255 shares; 2023Q4: 105,421 shares; 2024Q1: 203,517 shares; 2024Q2: 197,380 shares; 2024Q3: 192,010 shares; 2024Q4: 165,187 shares; 2025Q1: not loaded; 2025Q2: 134,824 shares 134,824 $12.4M 4.85% 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; 2023Q3: 26,331 shares; 2023Q4: 20,779 shares; 2024Q1: 12,930 shares; 2024Q2: 62,290 shares; 2024Q3: 9,061 shares; 2024Q4: 7,942 shares; 2025Q1: not loaded; 2025Q2: 24,384 shares 24,384 $11.4M 4.49% Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,080 shares; 2023Q4: 102,646 shares; 2024Q1: 119,705 shares; 2024Q2: 127,847 shares; 2024Q3: 129,986 shares; 2024Q4: 148,098 shares; 2025Q1: not loaded; 2025Q2: 146,105 shares 146,105 $9.61M 3.77% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,026 shares; 2023Q4: 32,166 shares; 2024Q1: 37,215 shares; 2024Q2: 39,553 shares; 2024Q3: 40,620 shares; 2024Q4: 45,979 shares; 2025Q1: not loaded; 2025Q2: 45,571 shares 45,571 $8.8M 3.45% Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,703 shares; 2023Q4: 169,635 shares; 2024Q1: 214,992 shares; 2024Q2: 104,937 shares; 2024Q3: 107,736 shares; 2024Q4: 118,333 shares; 2025Q1: not loaded; 2025Q2: 119,582 shares 119,582 $6.05M 2.38% Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56,939 shares; 2023Q4: 64,293 shares; 2024Q1: 67,795 shares; 2024Q2: 71,274 shares; 2024Q3: 75,629 shares; 2024Q4: 66,373 shares; 2025Q1: not loaded; 2025Q2: 87,425 shares 87,425 $5.95M 2.34% Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,862 shares; 2023Q4: 12,694 shares; 2024Q1: 11,340 shares; 2024Q2: 7,762 shares; 2024Q3: 23,439 shares; 2024Q4: 36,012 shares; 2025Q1: not loaded; 2025Q2: 38,290 shares 38,290 $5.59M 2.19% Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 792,808 shares; 2023Q4: 553,571 shares; 2024Q1: 354,344 shares; 2024Q2: 489,472 shares; 2024Q3: 236,208 shares; 2024Q4: 250,338 shares; 2025Q1: not loaded; 2025Q2: 172,548 shares 172,548 $5.33M 2.09% 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; 2023Q3: 20,467 shares; 2023Q4: 22,431 shares; 2024Q1: 28,061 shares; 2024Q2: 28,270 shares; 2024Q3: 29,911 shares; 2024Q4: 26,199 shares; 2025Q1: not loaded; 2025Q2: 25,181 shares 25,181 $4.79M 1.88% 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; 2023Q3: 14 shares; 2023Q4: 52,303 shares; 2024Q1: 129,249 shares; 2024Q2: 595 shares; 2024Q3: 17,681 shares; 2024Q4: 22,442 shares; 2025Q1: not loaded; 2025Q2: 25,013 shares 25,013 $4.33M 1.7% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,505 shares; 2023Q4: 7,833 shares; 2024Q1: 9,375 shares; 2024Q2: 10,699 shares; 2024Q3: 10,570 shares; 2024Q4: 10,701 shares; 2025Q1: not loaded; 2025Q2: 10,838 shares 10,838 $4.07M 1.6% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 111,296 shares; 2024Q3: 201,092 shares; 2024Q4: 213,046 shares; 2025Q1: not loaded; 2025Q2: 81,510 shares 81,510 $3.82M 1.5% 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; 2023Q3: 6,296 shares; 2023Q4: 6,275 shares; 2024Q1: 2,853 shares; 2024Q2: 3,013 shares; 2024Q3: 14,788 shares; 2024Q4: 19,144 shares; 2025Q1: not loaded; 2025Q2: 20,959 shares 20,959 $3.57M 1.4% Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133,583 shares; 2024Q3: 177,135 shares; 2024Q4: 123,415 shares; 2025Q1: not loaded; 2025Q2: 69,594 shares 69,594 $3.52M 1.38% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,544 shares; 2023Q4: 18,194 shares; 2024Q1: 21,864 shares; 2024Q2: 21,177 shares; 2024Q3: 18,485 shares; 2024Q4: 23,714 shares; 2025Q1: not loaded; 2025Q2: 15,760 shares 15,760 $3.5M 1.37% Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 131,585 shares; 2024Q2: 75,947 shares; 2024Q3: 92,427 shares; 2024Q4: 100,056 shares; 2025Q1: not loaded; 2025Q2: 109,187 shares 109,187 $3.43M 1.34% Timeline PGHY 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; 2023Q3: 279,980 shares; 2023Q4: 162,626 shares; 2024Q1: 153,428 shares; 2024Q2: 132,167 shares; 2024Q3: 158,318 shares; 2024Q4: 163,907 shares; 2025Q1: not loaded; 2025Q2: 165,512 shares 165,512 $3.28M 1.29% 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; 2023Q3: 3,994 shares; 2023Q4: 6,315 shares; 2024Q1: 5,952 shares; 2024Q2: 6,891 shares; 2024Q3: 5,942 shares; 2024Q4: 6,136 shares; 2025Q1: not loaded; 2025Q2: 5,335 shares 5,335 $3.07M 1.21% Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,187 shares; 2023Q4: 25,888 shares; 2024Q1: 35,775 shares; 2024Q2: 40,989 shares; 2024Q3: 38,812 shares; 2024Q4: 46,498 shares; 2025Q1: not loaded; 2025Q2: 50,843 shares 50,843 $2.87M 1.13% Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,673 shares; 2023Q4: 4,892 shares; 2024Q1: 5,723 shares; 2024Q2: 6,071 shares; 2024Q3: 6,067 shares; 2024Q4: 7,654 shares; 2025Q1: not loaded; 2025Q2: 8,101 shares 8,101 $2.76M 1.08% Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 83,060 shares; 2025Q1: not loaded; 2025Q2: 119,559 shares 119,559 $2.74M 1.08% Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,141 shares; 2023Q4: 1,856 shares; 2024Q1: 1,955 shares; 2024Q2: 1,995 shares; 2024Q3: 2,422 shares; 2024Q4: 4,245 shares; 2025Q1: not loaded; 2025Q2: 4,064 shares 4,064 $2.69M 1.06% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 326 shares; 2023Q4: 446 shares; 2024Q1: 1,758 shares; 2024Q2: 25,237 shares; 2024Q3: 18,015 shares; 2024Q4: 22,353 shares; 2025Q1: not loaded; 2025Q2: 24,468 shares 24,468 $2.65M 1.04% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,628 shares; 2023Q4: 16,571 shares; 2024Q1: 21,156 shares; 2024Q2: 20,971 shares; 2024Q3: 22,781 shares; 2024Q4: 20,615 shares; 2025Q1: not loaded; 2025Q2: 15,382 shares 15,382 $2.38M 0.93% Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 545 shares; 2023Q4: 757 shares; 2024Q1: 995 shares; 2024Q2: 1,281 shares; 2024Q3: 1,067 shares; 2024Q4: 1,322 shares; 2025Q1: not loaded; 2025Q2: 1,195 shares 1,195 $2.33M 0.91% 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; 2023Q3: 359 shares; 2023Q4: 359 shares; 2024Q1: 359 shares; 2024Q2: 8,244 shares; 2024Q3: 8,244 shares; 2024Q4: 8,244 shares; 2025Q1: not loaded; 2025Q2: 8,244 shares 8,244 $2.22M 0.87% Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,266 shares; 2023Q4: 9,371 shares; 2024Q1: 10,594 shares; 2024Q2: 13,140 shares; 2024Q3: 10,648 shares; 2024Q4: 11,536 shares; 2025Q1: not loaded; 2025Q2: 9,863 shares 9,863 $2.18M 0.85% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36 shares; 2023Q4: 47 shares; 2024Q1: 671 shares; 2024Q2: 866 shares; 2024Q3: 11,439 shares; 2024Q4: 9,970 shares; 2025Q1: not loaded; 2025Q2: 12,870 shares 12,870 $2.15M 0.85% 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; 2023Q3: 1,966 shares; 2023Q4: 1,739 shares; 2024Q1: 1,763 shares; 2024Q2: 1,722 shares; 2024Q3: 1,644 shares; 2024Q4: 1,633 shares; 2025Q1: not loaded; 2025Q2: 2,148 shares 2,148 $2.03M 0.8% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,863 shares; 2023Q4: 6,851 shares; 2024Q1: 8,517 shares; 2024Q2: 9,374 shares; 2024Q3: 10,829 shares; 2024Q4: 9,789 shares; 2025Q1: not loaded; 2025Q2: 13,387 shares 13,387 $1.87M 0.73% 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; 2023Q3: 4,493 shares; 2023Q4: 4,764 shares; 2024Q1: 4,815 shares; 2024Q2: 5,323 shares; 2024Q3: 5,856 shares; 2024Q4: 6,144 shares; 2025Q1: not loaded; 2025Q2: 9,564 shares 9,564 $1.87M 0.73% 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; 2023Q3: 4,515 shares; 2023Q4: 4,511 shares; 2024Q1: 4,873 shares; 2024Q2: 5,078 shares; 2024Q3: 5,009 shares; 2024Q4: 5,007 shares; 2025Q1: not loaded; 2025Q2: 7,464 shares 7,464 $1.83M 0.72% 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; 2023Q3: 4,121 shares; 2023Q4: 3,515 shares; 2024Q1: 4,773 shares; 2024Q2: 4,044 shares; 2024Q3: 4,011 shares; 2024Q4: 4,607 shares; 2025Q1: not loaded; 2025Q2: 4,997 shares 4,997 $1.76M 0.69% Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,967 shares; 2023Q4: 2,911 shares; 2024Q1: 3,421 shares; 2024Q2: 3,556 shares; 2024Q3: 2,819 shares; 2024Q4: 2,584 shares; 2025Q1: not loaded; 2025Q2: 3,023 shares 3,023 $1.76M 0.69% 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; 2023Q3: 2,853 shares; 2023Q4: 4,178 shares; 2024Q1: 4,920 shares; 2024Q2: 5,331 shares; 2024Q3: 5,220 shares; 2024Q4: 9,050 shares; 2025Q1: not loaded; 2025Q2: 10,059 shares 10,059 $1.72M 0.67% 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; 2023Q3: 2,510 shares; 2023Q4: 2,978 shares; 2024Q1: 3,965 shares; 2024Q2: 4,523 shares; 2024Q3: 4,242 shares; 2024Q4: 4,387 shares; 2025Q1: not loaded; 2025Q2: 3,075 shares 3,075 $1.64M 0.64% Timeline PCY 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; 2023Q3: 140,225 shares; 2023Q4: 105,581 shares; 2024Q1: 100,653 shares; 2024Q2: 76,365 shares; 2024Q3: 83,198 shares; 2024Q4: 79,855 shares; 2025Q1: not loaded; 2025Q2: 80,931 shares 80,931 $1.63M 0.64% 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; 2023Q3: 303 shares; 2023Q4: 387 shares; 2024Q1: 885 shares; 2024Q2: 1,247 shares; 2024Q3: 1,413 shares; 2024Q4: 1,568 shares; 2025Q1: not loaded; 2025Q2: 1,965 shares 1,965 $1.62M 0.64% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,857 shares; 2023Q4: 7,889 shares; 2024Q1: 8,374 shares; 2024Q2: 9,396 shares; 2024Q3: 12,587 shares; 2024Q4: 12,508 shares; 2025Q1: not loaded; 2025Q2: 8,992 shares 8,992 $1.5M 0.59% Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,625 shares; 2023Q4: 18,662 shares; 2024Q1: 29,170 shares; 2024Q2: 32,502 shares; 2024Q3: 42,388 shares; 2024Q4: 49,191 shares; 2025Q1: not loaded; 2025Q2: 23,252 shares 23,252 $1.5M 0.59% 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; 2023Q3: 18,388 shares; 2023Q4: 17,069 shares; 2024Q1: 26,346 shares; 2024Q2: 21,524 shares; 2024Q3: 22,952 shares; 2024Q4: 23,515 shares; 2025Q1: not loaded; 2025Q2: 20,412 shares 20,412 $1.45M 0.57% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,190 shares; 2023Q4: 1,809 shares; 2024Q1: 3,428 shares; 2024Q2: 4,866 shares; 2024Q3: 3,938 shares; 2024Q4: 4,986 shares; 2025Q1: not loaded; 2025Q2: 3,702 shares 3,702 $1.42M 0.56% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 64 shares; 2024Q3: 7,804 shares; 2024Q4: 8,231 shares; 2025Q1: not loaded; 2025Q2: 6,999 shares 6,999 $1.41M 0.55% Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,646 shares; 2023Q4: 31,746 shares; 2024Q1: 37,750 shares; 2024Q2: 34,615 shares; 2024Q3: 37,162 shares; 2024Q4: 31,888 shares; 2025Q1: not loaded; 2025Q2: 30,253 shares 30,253 $1.39M 0.55% 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; 2023Q3: 199 shares; 2023Q4: 271 shares; 2024Q1: 13,361 shares; 2024Q2: 9,358 shares; 2024Q3: 10,569 shares; 2024Q4: 18,116 shares; 2025Q1: not loaded; 2025Q2: 13,445 shares 13,445 $1.38M 0.54% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,298 shares; 2023Q4: 2,392 shares; 2024Q1: 2,793 shares; 2024Q2: 2,979 shares; 2024Q3: 3,081 shares; 2024Q4: 3,009 shares; 2025Q1: not loaded; 2025Q2: 2,505 shares 2,505 $1.37M 0.54% Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 80 shares; 2025Q1: not loaded; 2025Q2: 7,778 shares 7,778 $1.29M 0.51% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,694 shares; 2023Q4: 6,314 shares; 2024Q1: 3,957 shares; 2024Q2: 3,195 shares; 2024Q3: 2,658 shares; 2024Q4: 2,735 shares; 2025Q1: not loaded; 2025Q2: 2,219 shares 2,219 $1.25M 0.49% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,935 shares; 2023Q4: 1,844 shares; 2024Q1: 12,888 shares; 2024Q2: 14,722 shares; 2024Q3: 13,931 shares; 2024Q4: 18,350 shares; 2025Q1: not loaded; 2025Q2: 20,509 shares 20,509 $1.2M 0.47% Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,141 shares; 2023Q4: 9,748 shares; 2024Q1: 4,426 shares; 2024Q2: 6,016 shares; 2024Q3: 5,935 shares; 2024Q4: 8,320 shares; 2025Q1: not loaded; 2025Q2: 8,617 shares 8,617 $1.19M 0.47% Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 4,800 shares; 2024Q4: 4,940 shares; 2025Q1: not loaded; 2025Q2: 5,608 shares 5,608 $1.19M 0.47% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,698 shares; 2023Q4: 1,751 shares; 2024Q1: 2,798 shares; 2024Q2: 3,289 shares; 2024Q3: 3,895 shares; 2024Q4: 3,815 shares; 2025Q1: not loaded; 2025Q2: 2,449 shares 2,449 $1.15M 0.45% 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; 2023Q3: 2,159 shares; 2023Q4: 3,694 shares; 2024Q1: 3,985 shares; 2024Q2: 4,431 shares; 2024Q3: 526 shares; 2024Q4: 655 shares; 2025Q1: not loaded; 2025Q2: 2,298 shares 2,298 $1.14M 0.45% Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,361 shares; 2025Q1: not loaded; 2025Q2: 23,128 shares 23,128 $1.12M 0.44% Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 465 shares; 2023Q4: 127 shares; 2024Q1: 97 shares; 2024Q2: 23,796 shares; 2024Q3: 23,796 shares; 2024Q4: 23,695 shares; 2025Q1: not loaded; 2025Q2: 23,695 shares 23,695 $1.12M 0.44% Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,434 shares; 2025Q1: not loaded; 2025Q2: 14,739 shares 14,739 $1.08M 0.42% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,150 shares; 2023Q4: 1,890 shares; 2024Q1: 2,403 shares; 2024Q2: 3,119 shares; 2024Q3: 3,327 shares; 2024Q4: 1,940 shares; 2025Q1: not loaded; 2025Q2: 1,693 shares 1,693 $1.04M 0.41% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,361 shares; 2023Q4: 4,318 shares; 2024Q1: 5,866 shares; 2024Q2: 6,674 shares; 2024Q3: 8,169 shares; 2024Q4: 8,721 shares; 2025Q1: not loaded; 2025Q2: 6,923 shares 6,923 $1.04M 0.41% Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,845 shares; 2024Q4: 3,683 shares; 2025Q1: not loaded; 2025Q2: 2,461 shares 2,461 $1.03M 0.41% 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; 2023Q3: 1,258 shares; 2023Q4: 1,559 shares; 2024Q1: 3,650 shares; 2024Q2: 4,098 shares; 2024Q3: 5,215 shares; 2024Q4: 5,687 shares; 2025Q1: not loaded; 2025Q2: 4,877 shares 4,877 $1000K 0.39% Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,146 shares; 2023Q4: 12,091 shares; 2024Q1: 14,830 shares; 2024Q2: 16,421 shares; 2024Q3: 15,727 shares; 2024Q4: 24,420 shares; 2025Q1: not loaded; 2025Q2: 14,067 shares 14,067 $977K 0.38% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,477 shares; 2025Q1: not loaded; 2025Q2: 13,278 shares 13,278 $965K 0.38% 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; 2023Q3: 1,364 shares; 2023Q4: 1,370 shares; 2024Q1: 1,325 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 535 shares; 2025Q1: not loaded; 2025Q2: 6,578 shares 6,578 $958K 0.38% 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; 2023Q3: 31,981 shares; 2023Q4: 20,599 shares; 2024Q1: 26,908 shares; 2024Q2: 1,377 shares; 2024Q3: 1,155 shares; 2024Q4: 74,749 shares; 2025Q1: not loaded; 2025Q2: 9,988 shares 9,988 $933K 0.37% Timeline HRTS TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122,203 shares; 2024Q2: 149,607 shares; 2024Q3: 46,174 shares; 2024Q4: 55,816 shares; 2025Q1: not loaded; 2025Q2: 30,841 shares 30,841 $905K 0.36% 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; 2023Q3: 14,248 shares; 2023Q4: 164,847 shares; 2024Q1: 148,845 shares; 2024Q2: 150,030 shares; 2024Q3: 183,147 shares; 2024Q4: 184,927 shares; 2025Q1: not loaded; 2025Q2: 1,596 shares 1,596 $893K 0.35% Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,099 shares; 2023Q4: 6,931 shares; 2024Q1: 9,320 shares; 2024Q2: 11,625 shares; 2024Q3: 11,681 shares; 2024Q4: 12,499 shares; 2025Q1: not loaded; 2025Q2: 7,399 shares 7,399 $866K 0.34% Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 96 shares; 2023Q4: 14 shares; 2024Q1: 13,177 shares; 2024Q2: 11,548 shares; 2024Q3: 13,175 shares; 2024Q4: 16,420 shares; 2025Q1: not loaded; 2025Q2: 11,039 shares 11,039 $811K 0.32% Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 258 shares; 2023Q4: 208 shares; 2024Q1: 259 shares; 2024Q2: 199 shares; 2024Q3: 4,455 shares; 2024Q4: 4,554 shares; 2025Q1: not loaded; 2025Q2: 4,882 shares 4,882 $810K 0.32% Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: not reported; 2024Q3: 11,045 shares; 2024Q4: 12,709 shares; 2025Q1: not loaded; 2025Q2: 8,277 shares 8,277 $807K 0.32% Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 246 shares; 2024Q2: 246 shares; 2024Q3: 553 shares; 2024Q4: 1,082 shares; 2025Q1: not loaded; 2025Q2: 9,588 shares 9,588 $792K 0.31% Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,606 shares; 2024Q2: 17,383 shares; 2024Q3: 16,021 shares; 2024Q4: 16,556 shares; 2025Q1: not loaded; 2025Q2: 29,713 shares 29,713 $782K 0.31% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,189 shares; 2023Q4: 1,125 shares; 2024Q1: 1,445 shares; 2024Q2: 1,467 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: not loaded; 2025Q2: 1,467 shares 1,467 $751K 0.29% Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,914 shares; 2023Q4: 1,766 shares; 2024Q1: 1,784 shares; 2024Q2: 2,041 shares; 2024Q3: 2,016 shares; 2024Q4: 2,012 shares; 2025Q1: not loaded; 2025Q2: 2,002 shares 2,002 $745K 0.29% Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,206 shares; 2025Q1: not loaded; 2025Q2: 7,439 shares 7,439 $716K 0.28% 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; 2023Q3: not reported; 2023Q4: 1 shares; 2024Q1: 210 shares; 2024Q2: 285 shares; 2024Q3: 231 shares; 2024Q4: 102 shares; 2025Q1: not loaded; 2025Q2: 8,060 shares 8,060 $700K 0.27% Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,868 shares; 2023Q4: 13,959 shares; 2024Q1: 19,238 shares; 2024Q2: 25,041 shares; 2024Q3: 30,541 shares; 2024Q4: 30,988 shares; 2025Q1: not loaded; 2025Q2: 18,827 shares 18,827 $687K 0.27% Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,421 shares; 2023Q4: 9,002 shares; 2024Q1: 10,097 shares; 2024Q2: 12,459 shares; 2024Q3: 13,640 shares; 2024Q4: 13,484 shares; 2025Q1: not loaded; 2025Q2: 10,324 shares 10,324 $675K 0.26% Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 116,748 shares; 2024Q2: 243,675 shares; 2024Q3: 130,321 shares; 2024Q4: 32,085 shares; 2025Q1: not loaded; 2025Q2: 33,674 shares 33,674 $668K 0.26% Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,062 shares; 2024Q2: 21,724 shares; 2024Q3: 13,335 shares; 2024Q4: 17,482 shares; 2025Q1: not loaded; 2025Q2: 6,074 shares 6,074 $658K 0.26% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,403 shares; 2023Q4: 6,058 shares; 2024Q1: 8,990 shares; 2024Q2: 2,166 shares; 2024Q3: 2,129 shares; 2024Q4: 2,454 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares 2,500 $648K 0.25% Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,157 shares; 2023Q4: 2,012 shares; 2024Q1: 1,516 shares; 2024Q2: 1,519 shares; 2024Q3: 1,823 shares; 2024Q4: 1,826 shares; 2025Q1: not loaded; 2025Q2: 1,830 shares 1,830 $639K 0.25% Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,464 shares 6,464 $613K 0.24% Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,101 shares; 2023Q4: 1,107 shares; 2024Q1: 5,075 shares; 2024Q2: 4,799 shares; 2024Q3: 4,902 shares; 2024Q4: 4,844 shares; 2025Q1: not loaded; 2025Q2: 3,388 shares 3,388 $609K 0.24% Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,733 shares; 2023Q4: 4,203 shares; 2024Q1: 3,554 shares; 2024Q2: 3,414 shares; 2024Q3: 3,128 shares; 2024Q4: 3,118 shares; 2025Q1: not loaded; 2025Q2: 3,536 shares 3,536 $604K 0.24% 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; 2023Q3: 4,780 shares; 2023Q4: 4,336 shares; 2024Q1: 3,833 shares; 2024Q2: 4,770 shares; 2024Q3: 4,740 shares; 2024Q4: 4,585 shares; 2025Q1: not loaded; 2025Q2: 5,029 shares 5,029 $598K 0.23% Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,750 shares 7,750 $578K 0.23% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,490 shares; 2023Q4: 2,255 shares; 2024Q1: 5,179 shares; 2024Q2: 7,866 shares; 2024Q3: 6,529 shares; 2024Q4: 6,146 shares; 2025Q1: not loaded; 2025Q2: 6,061 shares 6,061 $563K 0.22% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 325 shares; 2023Q4: 221 shares; 2024Q1: 186 shares; 2024Q2: 152 shares; 2024Q3: 122 shares; 2024Q4: 147 shares; 2025Q1: not loaded; 2025Q2: 2,454 shares 2,454 $514K 0.2% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,347 shares; 2023Q4: 1,390 shares; 2024Q1: 1,340 shares; 2024Q2: 1,341 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: not loaded; 2025Q2: 1,465 shares 1,465 $514K 0.2% Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,779 shares; 2024Q2: 12,331 shares; 2024Q3: 11,296 shares; 2024Q4: 10,578 shares; 2025Q1: not loaded; 2025Q2: 10,428 shares 10,428 $508K 0.2% Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares 4,226 $496K 0.19% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,499 shares; 2023Q4: 1,508 shares; 2024Q1: 1,508 shares; 2024Q2: 1,508 shares; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: not loaded; 2025Q2: 1,508 shares 1,508 $471K 0.18% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,639 shares; 2023Q4: 4,652 shares; 2024Q1: 3,574 shares; 2024Q2: 5,024 shares; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: not loaded; 2025Q2: 5,025 shares 5,025 $462K 0.18% Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 66 shares; 2023Q4: 8,953 shares; 2024Q1: 18,024 shares; 2024Q2: 19,840 shares; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,464 shares 3,464 $458K 0.18% Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,056 shares; 2024Q2: 1,281 shares; 2024Q3: 1,383 shares; 2024Q4: 1,434 shares; 2025Q1: not loaded; 2025Q2: 1,057 shares 1,057 $452K 0.18% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 1,837 shares; 2024Q2: 1,742 shares; 2024Q3: 1,604 shares; 2024Q4: 1,625 shares; 2025Q1: not loaded; 2025Q2: 2,264 shares 2,264 $431K 0.17% Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 226 shares 226 $417K 0.16% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,006 shares; 2023Q4: 12,619 shares; 2024Q1: 7,662 shares; 2024Q2: 4,991 shares; 2024Q3: 8,909 shares; 2024Q4: 9,428 shares; 2025Q1: not loaded; 2025Q2: 7,061 shares 7,061 $416K 0.16% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,890 shares; 2023Q4: 1,584 shares; 2024Q1: 4,719 shares; 2024Q2: 4,602 shares; 2024Q3: 4,602 shares; 2024Q4: 4,602 shares; 2025Q1: not loaded; 2025Q2: 4,617 shares 4,617 $405K 0.16% Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,184 shares; 2024Q2: 5,718 shares; 2024Q3: 5,251 shares; 2024Q4: 5,386 shares; 2025Q1: not loaded; 2025Q2: 9,530 shares 9,530 $395K 0.16% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 592 shares; 2023Q4: 582 shares; 2024Q1: 469 shares; 2024Q2: 363 shares; 2024Q3: 366 shares; 2024Q4: 384 shares; 2025Q1: not loaded; 2025Q2: 417 shares 417 $389K 0.15% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,504 shares; 2023Q4: 1,399 shares; 2024Q1: 1,011 shares; 2024Q2: 1,251 shares; 2024Q3: 1,234 shares; 2024Q4: 1,400 shares; 2025Q1: not loaded; 2025Q2: 1,322 shares 1,322 $381K 0.15% Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,489 shares; 2023Q4: 3,650 shares; 2024Q1: 2,282 shares; 2024Q2: 2,289 shares; 2024Q3: 2,041 shares; 2024Q4: 1,765 shares; 2025Q1: not loaded; 2025Q2: 1,765 shares 1,765 $372K 0.15% 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; 2023Q3: 40 shares; 2023Q4: 43 shares; 2024Q1: 42 shares; 2024Q2: 38 shares; 2024Q3: 69 shares; 2024Q4: 82 shares; 2025Q1: not loaded; 2025Q2: 1,293 shares 1,293 $352K 0.14% Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,326 shares; 2023Q4: 1,906 shares; 2024Q1: 1,902 shares; 2024Q2: 1,937 shares; 2024Q3: 1,954 shares; 2024Q4: 3,394 shares; 2025Q1: not loaded; 2025Q2: 3,588 shares 3,588 $346K 0.14% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,295 shares; 2023Q4: 5,245 shares; 2024Q1: 4,912 shares; 2024Q2: 4,638 shares; 2024Q3: 4,336 shares; 2024Q4: 4,379 shares; 2025Q1: not loaded; 2025Q2: 3,565 shares 3,565 $334K 0.13% 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; 2023Q3: 3,837 shares; 2023Q4: 4,034 shares; 2024Q1: 3,214 shares; 2024Q2: 2,423 shares; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: not loaded; 2025Q2: 2,424 shares 2,424 $320K 0.13% Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 328,552 shares; 2023Q4: 95,995 shares; 2024Q1: 16,210 shares; 2024Q2: 1,935 shares; 2024Q3: 4,235 shares; 2024Q4: 3,259 shares; 2025Q1: not loaded; 2025Q2: 3,071 shares 3,071 $309K 0.12% Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,795 shares; 2023Q4: 4,345 shares; 2024Q1: 3,745 shares; 2024Q2: 3,745 shares; 2024Q3: 3,745 shares; 2024Q4: 3,745 shares; 2025Q1: not loaded; 2025Q2: 3,745 shares 3,745 $281K 0.11% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,324 shares; 2023Q4: 2,324 shares; 2024Q1: 1,974 shares; 2024Q2: 2,074 shares; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: not loaded; 2025Q2: 2,074 shares 2,074 $275K 0.11% Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 630 shares 630 $270K 0.11% Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,962 shares; 2024Q2: 5,449 shares; 2024Q3: 4,966 shares; 2024Q4: 5,086 shares; 2025Q1: not loaded; 2025Q2: 9,029 shares 9,029 $269K 0.11% Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,365 shares; 2023Q4: 4,675 shares; 2024Q1: 3,941 shares; 2024Q2: 5,534 shares; 2024Q3: 4,451 shares; 2024Q4: 5,070 shares; 2025Q1: not loaded; 2025Q2: 2,685 shares 2,685 $269K 0.11% Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: not reported; 2024Q3: 3,067 shares; 2024Q4: 3,154 shares; 2025Q1: not loaded; 2025Q2: 5,565 shares 5,565 $260K 0.1% Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,488 shares; 2024Q2: 3,411 shares; 2024Q3: 3,132 shares; 2024Q4: 3,197 shares; 2025Q1: not loaded; 2025Q2: 5,558 shares 5,558 $258K 0.1% Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,744 shares; 2024Q2: 3,503 shares; 2024Q3: 4,956 shares; 2024Q4: 4,886 shares; 2025Q1: not loaded; 2025Q2: 4,750 shares 4,750 $249K 0.1% Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,313 shares; 2024Q2: 23,656 shares; 2024Q3: 7,030 shares; 2024Q4: 6,666 shares; 2025Q1: not loaded; 2025Q2: 3,811 shares 3,811 $248K 0.1% 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; 2023Q3: 3,362 shares; 2023Q4: 2,819 shares; 2024Q1: 2,819 shares; 2024Q2: 2,819 shares; 2024Q3: 2,819 shares; 2024Q4: 2,819 shares; 2025Q1: not loaded; 2025Q2: 2,755 shares 2,755 $247K 0.1% 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; 2023Q3: 734 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 482 shares; 2024Q3: 687 shares; 2024Q4: 720 shares; 2025Q1: not loaded; 2025Q2: 670 shares 670 $246K 0.1% Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 2,340 shares 2,340 $243K 0.1% Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 870 shares; 2023Q4: 821 shares; 2024Q1: 851 shares; 2024Q2: 821 shares; 2024Q3: 911 shares; 2024Q4: 947 shares; 2025Q1: not loaded; 2025Q2: 827 shares 827 $234K 0.09% 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; 2023Q3: 3,870 shares; 2023Q4: 3,809 shares; 2024Q1: 4,026 shares; 2024Q2: 4,456 shares; 2024Q3: 3,835 shares; 2024Q4: 3,828 shares; 2025Q1: not loaded; 2025Q2: 3,791 shares 3,791 $234K 0.09% Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,430 shares; 2023Q4: 2,943 shares; 2024Q1: 2,855 shares; 2024Q2: 2,810 shares; 2024Q3: 4,118 shares; 2024Q4: 4,152 shares; 2025Q1: not loaded; 2025Q2: 5,127 shares 5,127 $218K 0.09% Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 334 shares; 2023Q4: 333 shares; 2024Q1: 1,603 shares; 2024Q2: 1,288 shares; 2024Q3: 1,715 shares; 2024Q4: 1,952 shares; 2025Q1: not loaded; 2025Q2: 2,398 shares 2,398 $211K 0.08% Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,183 shares 3,183 $209K 0.08% Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 961 shares; 2023Q4: 901 shares; 2024Q1: 925 shares; 2024Q2: 916 shares; 2024Q3: 764 shares; 2024Q4: 852 shares; 2025Q1: not loaded; 2025Q2: 1,026 shares 1,026 $202K 0.08% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,699 shares; 2023Q4: 7,048 shares; 2024Q1: 3,042 shares; 2024Q2: 4,893 shares; 2024Q3: 2,620 shares; 2024Q4: 2,479 shares; 2025Q1: not loaded; 2025Q2: 3,733 shares 3,733 $201K 0.08% Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,045 shares; 2023Q4: 9,798 shares; 2024Q1: 19,061 shares; 2024Q2: 19,571 shares; 2024Q3: 20,150 shares; 2024Q4: 19,410 shares; 2025Q1: not loaded; 2025Q2: 19,142 shares 19,142 $192K 0.08% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,314 shares; 2024Q1: 2,979 shares; 2024Q2: 2,911 shares; 2024Q3: 3,920 shares; 2024Q4: 4,116 shares; 2025Q1: not loaded; 2025Q2: 3,444 shares 3,444 $190K 0.07% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46 shares; 2023Q4: 60 shares; 2024Q1: 279 shares; 2024Q2: 266 shares; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: not loaded; 2025Q2: 238 shares 238 $189K 0.07% Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: not loaded; 2025Q2: 700 shares 700 $187K 0.07% Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26 shares; 2023Q4: 20 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: not loaded; 2025Q2: 49 shares 49 $187K 0.07% Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,305 shares; 2023Q4: 15,305 shares; 2024Q1: 15,305 shares; 2024Q2: 15,305 shares; 2024Q3: 15,305 shares; 2024Q4: 15,305 shares; 2025Q1: not loaded; 2025Q2: 15,305 shares 15,305 $186K 0.07% Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,719 shares; 2023Q4: 2,058 shares; 2024Q1: 1,874 shares; 2024Q2: 1,733 shares; 2024Q3: 1,439 shares; 2024Q4: 1,329 shares; 2025Q1: not loaded; 2025Q2: 1,314 shares 1,314 $185K 0.07% Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: not loaded; 2025Q2: 3,055 shares 3,055 $183K 0.07% Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,200 shares; 2023Q4: 13,200 shares; 2024Q1: 13,200 shares; 2024Q2: 13,200 shares; 2024Q3: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: not loaded; 2025Q2: 12,755 shares 12,755 $182K 0.07% Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 886 shares; 2023Q4: 1,448 shares; 2024Q1: 1,517 shares; 2024Q2: 975 shares; 2024Q3: 1,085 shares; 2024Q4: 1,780 shares; 2025Q1: not loaded; 2025Q2: 1,804 shares 1,804 $181K 0.07% 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; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: not loaded; 2025Q2: 1,125 shares 1,125 $179K 0.07% Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 711 shares; 2024Q3: 1,022 shares; 2024Q4: 1,187 shares; 2025Q1: not loaded; 2025Q2: 1,761 shares 1,761 $178K 0.07% 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; 2023Q3: 512 shares; 2023Q4: 512 shares; 2024Q1: 642 shares; 2024Q2: 1,034 shares; 2024Q3: 906 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 857 shares 857 $177K 0.07% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,941 shares; 2023Q4: 16,321 shares; 2024Q1: 2,587 shares; 2024Q2: 2,726 shares; 2024Q3: 2,727 shares; 2024Q4: 2,728 shares; 2025Q1: not loaded; 2025Q2: 2,729 shares 2,729 $173K 0.07% Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 967 shares; 2024Q2: 1,344 shares; 2024Q3: 2,027 shares; 2024Q4: 1,721 shares; 2025Q1: not loaded; 2025Q2: 2,050 shares 2,050 $170K 0.07% Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 806 shares; 2023Q4: 693 shares; 2024Q1: 717 shares; 2024Q2: 706 shares; 2024Q3: 808 shares; 2024Q4: 1,137 shares; 2025Q1: not loaded; 2025Q2: 1,591 shares 1,591 $169K 0.07% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,938 shares; 2023Q4: 5,940 shares; 2024Q1: 1,409 shares; 2024Q2: 1,076 shares; 2024Q3: 986 shares; 2024Q4: 999 shares; 2025Q1: not loaded; 2025Q2: 986 shares 986 $163K 0.06% Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 2,677 shares 2,677 $158K 0.06% Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,626 shares; 2023Q4: 22,626 shares; 2024Q1: 22,854 shares; 2024Q2: 23,578 shares; 2024Q3: 23,706 shares; 2024Q4: 23,706 shares; 2025Q1: not loaded; 2025Q2: 23,957 shares 23,957 $157K 0.06% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 2,502 shares 2,502 $155K 0.06% Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 838 shares; 2024Q2: 1,144 shares; 2024Q3: 1,823 shares; 2024Q4: 1,409 shares; 2025Q1: not loaded; 2025Q2: 1,742 shares 1,742 $155K 0.06% Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,517 shares; 2023Q4: 21,466 shares; 2024Q1: 29,116 shares; 2024Q2: 32,740 shares; 2024Q3: 31,920 shares; 2024Q4: 2,493 shares; 2025Q1: not loaded; 2025Q2: 3,122 shares 3,122 $154K 0.06% Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,397 shares; 2023Q4: 1,397 shares; 2024Q1: 1,397 shares; 2024Q2: 1,397 shares; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: not loaded; 2025Q2: 1,397 shares 1,397 $153K 0.06% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,262 shares; 2023Q4: 1,090 shares; 2024Q1: 1,130 shares; 2024Q2: 1,112 shares; 2024Q3: 1,528 shares; 2024Q4: 1,751 shares; 2025Q1: not loaded; 2025Q2: 2,141 shares 2,141 $149K 0.06% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 94,836 shares; 2023Q4: 10,167 shares; 2024Q1: 11,756 shares; 2024Q2: 6,937 shares; 2024Q3: 6,180 shares; 2024Q4: 4,921 shares; 2025Q1: not loaded; 2025Q2: 4,670 shares 4,670 $145K 0.06% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179 shares; 2023Q4: 125 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 161 shares; 2024Q4: 856 shares; 2025Q1: not loaded; 2025Q2: 932 shares 932 $143K 0.06% Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 15 shares; 2024Q2: 8 shares; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: not loaded; 2025Q2: 700 shares 700 $142K 0.06% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,531 shares; 2023Q4: 1,531 shares; 2024Q1: 1,531 shares; 2024Q2: 1,453 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: not loaded; 2025Q2: 1,353 shares 1,353 $141K 0.06% Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,801 shares; 2023Q4: 5,477 shares; 2024Q1: 5,573 shares; 2024Q2: 5,561 shares; 2024Q3: 5,353 shares; 2024Q4: 4,491 shares; 2025Q1: not loaded; 2025Q2: 5,384 shares 5,384 $140K 0.05% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,286 shares; 2023Q4: 5,286 shares; 2024Q1: 5,485 shares; 2024Q2: 6,256 shares; 2024Q3: 6,141 shares; 2024Q4: 6,143 shares; 2025Q1: not loaded; 2025Q2: 6,143 shares 6,143 $140K 0.05% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1 shares; 2023Q4: 797 shares; 2024Q1: 34 shares; 2024Q2: 33 shares; 2024Q3: 22 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 503 shares 503 $136K 0.05% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 443 shares; 2023Q4: 482 shares; 2024Q1: 486 shares; 2024Q2: 432 shares; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: not loaded; 2025Q2: 432 shares 432 $135K 0.05% Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,105 shares; 2024Q4: 1,611 shares; 2025Q1: not loaded; 2025Q2: 2,214 shares 2,214 $134K 0.05% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,453 shares; 2023Q4: 1,453 shares; 2024Q1: 1,453 shares; 2024Q2: 1,878 shares; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: not loaded; 2025Q2: 1,853 shares 1,853 $133K 0.05% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 16 shares; 2024Q3: 106 shares; 2024Q4: 197 shares; 2025Q1: not loaded; 2025Q2: 282 shares 282 $131K 0.05% Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,436 shares; 2023Q4: 3,727 shares; 2024Q1: 2,296 shares; 2024Q2: 2,283 shares; 2024Q3: 1,864 shares; 2024Q4: 1,425 shares; 2025Q1: not loaded; 2025Q2: 1,596 shares 1,596 $131K 0.05% Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,830 shares; 2023Q4: 2,398 shares; 2024Q1: 2,505 shares; 2024Q2: 1,173 shares; 2024Q3: 1,335 shares; 2024Q4: 1,530 shares; 2025Q1: not loaded; 2025Q2: 1,862 shares 1,862 $130K 0.05% T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,947 shares; 2023Q4: 4,365 shares; 2024Q1: 3,962 shares; 2024Q2: 5,117 shares; 2024Q3: 4,614 shares; 2024Q4: 4,614 shares; 2025Q1: not loaded; 2025Q2: 4,514 shares 4,514 $128K 0.05% Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 911 shares; 2024Q2: 1,061 shares; 2024Q3: 845 shares; 2024Q4: 696 shares; 2025Q1: not loaded; 2025Q2: 677 shares 677 $127K 0.05% Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,597 shares; 2023Q4: 9,597 shares; 2024Q1: 9,597 shares; 2024Q2: 9,597 shares; 2024Q3: 9,597 shares; 2024Q4: 9,597 shares; 2025Q1: not loaded; 2025Q2: 9,597 shares 9,597 $126K 0.05% Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 106 shares; 2023Q4: 58 shares; 2024Q1: 124 shares; 2024Q2: 260 shares; 2024Q3: 430 shares; 2024Q4: 633 shares; 2025Q1: not loaded; 2025Q2: 784 shares 784 $125K 0.05% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 515 shares; 2023Q4: 732 shares; 2024Q1: 1,494 shares; 2024Q2: 1,138 shares; 2024Q3: 874 shares; 2024Q4: 868 shares; 2025Q1: not loaded; 2025Q2: 801 shares 801 $125K 0.05% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 397 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: not loaded; 2025Q2: 397 shares 397 $124K 0.05% Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,795 shares; 2023Q4: 3,795 shares; 2024Q1: 3,795 shares; 2024Q2: 3,795 shares; 2024Q3: 3,795 shares; 2024Q4: 3,795 shares; 2025Q1: not loaded; 2025Q2: 3,795 shares 3,795 $123K 0.05% 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; 2023Q3: 3,939 shares; 2023Q4: 2,637 shares; 2024Q1: 1,977 shares; 2024Q2: 3,158 shares; 2024Q3: 2,600 shares; 2024Q4: 2,591 shares; 2025Q1: not loaded; 2025Q2: 2,591 shares 2,591 $118K 0.05% Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 465 shares; 2023Q4: 437 shares; 2024Q1: 437 shares; 2024Q2: 437 shares; 2024Q3: 437 shares; 2024Q4: 483 shares; 2025Q1: not loaded; 2025Q2: 493 shares 493 $115K 0.05% Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 404 shares; 2024Q3: 520 shares; 2024Q4: 299 shares; 2025Q1: not loaded; 2025Q2: 421 shares 421 $112K 0.04% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,025 shares; 2023Q4: 990 shares; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: not loaded; 2025Q2: 990 shares 990 $111K 0.04% Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,690 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: not loaded; 2025Q2: 1,490 shares 1,490 $108K 0.04% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 919 shares 919 $102K 0.04% Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 492 shares; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: not loaded; 2025Q2: 492 shares 492 $100K 0.04% Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,788 shares; 2023Q4: 2,314 shares; 2024Q1: 2,318 shares; 2024Q2: 2,180 shares; 2024Q3: 1,942 shares; 2024Q4: 1,648 shares; 2025Q1: not loaded; 2025Q2: 1,630 shares 1,630 $98.8K 0.04% Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 121 shares; 2024Q4: 216 shares; 2025Q1: not loaded; 2025Q2: 385 shares 385 $97.9K 0.04% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 459 shares; 2024Q4: 484 shares; 2025Q1: not loaded; 2025Q2: 484 shares 484 $96.9K 0.04% Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,007 shares; 2023Q4: 10,007 shares; 2024Q1: 10,007 shares; 2024Q2: 10,007 shares; 2024Q3: 10,007 shares; 2024Q4: 10,007 shares; 2025Q1: not loaded; 2025Q2: 10,007 shares 10,007 $95.9K 0.04% 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; 2023Q3: 511 shares; 2023Q4: 415 shares; 2024Q1: 1,214 shares; 2024Q2: 1,175 shares; 2024Q3: 1,055 shares; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 961 shares 961 $94.9K 0.04% Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,250 shares; 2023Q4: 4,250 shares; 2024Q1: 4,250 shares; 2024Q2: 4,275 shares; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: not loaded; 2025Q2: 4,275 shares 4,275 $94.7K 0.04% Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,745 shares; 2023Q4: 5,797 shares; 2024Q1: 6,002 shares; 2024Q2: 9,221 shares; 2024Q3: 8,012 shares; 2024Q4: 8,017 shares; 2025Q1: not loaded; 2025Q2: 5,022 shares 5,022 $93.3K 0.04% Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,844 shares; 2025Q1: not loaded; 2025Q2: 19,844 shares 19,844 $92.3K 0.04% Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 409 shares 409 $89.9K 0.04% Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 755 shares; 2023Q4: 1,209 shares; 2024Q1: 1,070 shares; 2024Q2: 612 shares; 2024Q3: 1,857 shares; 2024Q4: 2,112 shares; 2025Q1: not loaded; 2025Q2: 1,861 shares 1,861 $89.9K 0.04% 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; 2023Q3: 1,268 shares; 2023Q4: 1,268 shares; 2024Q1: 1,268 shares; 2024Q2: 1,798 shares; 2024Q3: 1,268 shares; 2024Q4: 1,468 shares; 2025Q1: not loaded; 2025Q2: 1,468 shares 1,468 $88.1K 0.03% Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,198 shares; 2023Q4: 5,122 shares; 2024Q1: 6,268 shares; 2024Q2: 6,190 shares; 2024Q3: 4,012 shares; 2024Q4: 2,862 shares; 2025Q1: not loaded; 2025Q2: 2,064 shares 2,064 $87.6K 0.03% Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,222 shares; 2023Q4: 6,172 shares; 2024Q1: 7,354 shares; 2024Q2: 7,260 shares; 2024Q3: 4,819 shares; 2024Q4: 3,575 shares; 2025Q1: not loaded; 2025Q2: 2,251 shares 2,251 $86.5K 0.03% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 321 shares; 2024Q2: 321 shares; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 321 shares 321 $84.9K 0.03% Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 415 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: not loaded; 2025Q2: 397 shares 397 $83.1K 0.03% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,088 shares; 2023Q4: 766 shares; 2024Q1: 1,095 shares; 2024Q2: 790 shares; 2024Q3: 701 shares; 2024Q4: 679 shares; 2025Q1: not loaded; 2025Q2: 916 shares 916 $83K 0.03% Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,700 shares; 2023Q4: 9,700 shares; 2024Q1: 9,700 shares; 2024Q2: 9,700 shares; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: not loaded; 2025Q2: 9,700 shares 9,700 $82.1K 0.03% Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,754 shares; 2023Q4: 1,751 shares; 2024Q1: 1,771 shares; 2024Q2: 1,689 shares; 2024Q3: 1,711 shares; 2024Q4: 1,682 shares; 2025Q1: not loaded; 2025Q2: 1,718 shares 1,718 $80.2K 0.03% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,021 shares; 2023Q4: 769 shares; 2024Q1: 773 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 790 shares; 2025Q1: not loaded; 2025Q2: 760 shares 760 $80.1K 0.03% Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,122 shares; 2023Q4: 2,122 shares; 2024Q1: 2,122 shares; 2024Q2: 1,842 shares; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: not loaded; 2025Q2: 1,842 shares 1,842 $80K 0.03% Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,108 shares; 2023Q4: 5,722 shares; 2024Q1: 3,491 shares; 2024Q2: 3,525 shares; 2024Q3: 2,605 shares; 2024Q4: 2,099 shares; 2025Q1: not loaded; 2025Q2: 1,725 shares 1,725 $79.9K 0.03% Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: not loaded; 2025Q2: 994 shares 994 $79.7K 0.03% 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; 2023Q3: 2,599 shares; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,587 shares; 2024Q3: 2,391 shares; 2024Q4: 2,091 shares; 2025Q1: not loaded; 2025Q2: 2,091 shares 2,091 $79.2K 0.03% Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,671 shares; 2023Q4: 4,689 shares; 2024Q1: 2,923 shares; 2024Q2: 3,056 shares; 2024Q3: 2,246 shares; 2024Q4: 1,818 shares; 2025Q1: not loaded; 2025Q2: 1,510 shares 1,510 $77.2K 0.03% Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,730 shares 1,730 $77.1K 0.03% Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 597 shares; 2023Q4: 597 shares; 2024Q1: 597 shares; 2024Q2: 597 shares; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: not loaded; 2025Q2: 597 shares 597 $74.7K 0.03% 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; 2023Q3: 337 shares; 2023Q4: 341 shares; 2024Q1: 328 shares; 2024Q2: 330 shares; 2024Q3: 712 shares; 2024Q4: 1,900 shares; 2025Q1: not loaded; 2025Q2: 1,791 shares 1,791 $74.7K 0.03% Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 0 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: not loaded; 2025Q2: 555 shares 555 $72.4K 0.03% Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,683 shares; 2024Q2: 2,580 shares; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: not loaded; 2025Q2: 1,985 shares 1,985 $72K 0.03% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 298 shares; 2023Q4: 298 shares; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: not loaded; 2025Q2: 298 shares 298 $70.6K 0.03% Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,819 shares; 2023Q4: 10,819 shares; 2024Q1: 10,819 shares; 2024Q2: 12,519 shares; 2024Q3: 10,819 shares; 2024Q4: 10,819 shares; 2025Q1: not loaded; 2025Q2: 10,819 shares 10,819 $69.9K 0.03% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 206 shares; 2023Q4: 181 shares; 2024Q1: 339 shares; 2024Q2: 334 shares; 2024Q3: 215 shares; 2024Q4: 212 shares; 2025Q1: not loaded; 2025Q2: 211 shares 211 $69.6K 0.03% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,031 shares; 2023Q4: 2,031 shares; 2024Q1: 2,315 shares; 2024Q2: 2,316 shares; 2024Q3: 2,317 shares; 2024Q4: 2,318 shares; 2025Q1: not loaded; 2025Q2: 2,319 shares 2,319 $68.3K 0.03% Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,838 shares; 2023Q4: 1,816 shares; 2024Q1: 1,768 shares; 2024Q2: 1,768 shares; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: not loaded; 2025Q2: 1,768 shares 1,768 $67.6K 0.03% Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 655 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: not loaded; 2025Q2: 390 shares 390 $67.2K 0.03% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 119 shares; 2024Q2: 312 shares; 2024Q3: 562 shares; 2024Q4: 563 shares; 2025Q1: not loaded; 2025Q2: 313 shares 313 $66.2K 0.03% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 827 shares; 2023Q4: 942 shares; 2024Q1: 930 shares; 2024Q2: 893 shares; 2024Q3: 778 shares; 2024Q4: 641 shares; 2025Q1: not loaded; 2025Q2: 646 shares 646 $66.2K 0.03% Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,656 shares; 2023Q4: 300 shares; 2024Q1: not reported; 2024Q2: 560 shares; 2024Q3: 500 shares; 2024Q4: 2,205 shares; 2025Q1: not loaded; 2025Q2: 2,280 shares 2,280 $65K 0.03% Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,488 shares; 2023Q4: 7,488 shares; 2024Q1: 6,488 shares; 2024Q2: 6,488 shares; 2024Q3: 6,488 shares; 2024Q4: 13,383 shares; 2025Q1: not loaded; 2025Q2: 6,488 shares 6,488 $64.2K 0.03% Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,062 shares; 2023Q4: 5,002 shares; 2024Q1: 6,255 shares; 2024Q2: 6,221 shares; 2024Q3: 4,023 shares; 2024Q4: 2,915 shares; 2025Q1: not loaded; 2025Q2: 2,075 shares 2,075 $63.8K 0.03% Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,651 shares; 2023Q4: 2,988 shares; 2024Q1: 3,528 shares; 2024Q2: 3,486 shares; 2024Q3: 3,491 shares; 2024Q4: 2,831 shares; 2025Q1: not loaded; 2025Q2: 2,745 shares 2,745 $63.3K 0.02% Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,313 shares; 2023Q4: 3,313 shares; 2024Q1: 6,909 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: not loaded; 2025Q2: 1,650 shares 1,650 $63.3K 0.02% Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,330 shares; 2023Q4: 2,656 shares; 2024Q1: 2,656 shares; 2024Q2: 2,656 shares; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: not loaded; 2025Q2: 2,147 shares 2,147 $63.1K 0.02% Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 121 shares; 2023Q4: 578 shares; 2024Q1: 578 shares; 2024Q2: 578 shares; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: not loaded; 2025Q2: 578 shares 578 $63K 0.02% Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,127 shares; 2023Q4: 4,081 shares; 2024Q1: 5,068 shares; 2024Q2: 5,008 shares; 2024Q3: 3,247 shares; 2024Q4: 2,299 shares; 2025Q1: not loaded; 2025Q2: 1,658 shares 1,658 $62.4K 0.02% Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,606 shares; 2023Q4: 2,875 shares; 2024Q1: 772 shares; 2024Q2: 787 shares; 2024Q3: 1,102 shares; 2024Q4: 772 shares; 2025Q1: not loaded; 2025Q2: 772 shares 772 $62K 0.02% Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 579 shares; 2023Q4: 579 shares; 2024Q1: 579 shares; 2024Q2: 579 shares; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: not loaded; 2025Q2: 497 shares 497 $60.6K 0.02% Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,042 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 1,067 shares; 2024Q3: 1,042 shares; 2024Q4: 1,004 shares; 2025Q1: not loaded; 2025Q2: 1,004 shares 1,004 $60K 0.02% Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 521 shares; 2025Q1: not loaded; 2025Q2: 673 shares 673 $60K 0.02% Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61 shares; 2024Q4: 172 shares; 2025Q1: not loaded; 2025Q2: 300 shares 300 $59.9K 0.02% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 814 shares; 2023Q4: 667 shares; 2024Q1: 673 shares; 2024Q2: 819 shares; 2024Q3: 1,002 shares; 2024Q4: 997 shares; 2025Q1: not loaded; 2025Q2: 873 shares 873 $59.1K 0.02% Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 209 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $59K 0.02% 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; 2023Q3: 163 shares; 2023Q4: 384 shares; 2024Q1: 1,882 shares; 2024Q2: 1,063 shares; 2024Q3: 886 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 800 shares 800 $57.8K 0.02% Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 424 shares; 2024Q3: 425 shares; 2024Q4: 546 shares; 2025Q1: not loaded; 2025Q2: 429 shares 429 $56.2K 0.02% Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,923 shares; 2023Q4: 1,923 shares; 2024Q1: 1,337 shares; 2024Q2: 1,507 shares; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: not loaded; 2025Q2: 1,507 shares 1,507 $55.6K 0.02% Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,417 shares; 2023Q4: 1,352 shares; 2024Q1: 1,134 shares; 2024Q2: 1,001 shares; 2024Q3: 997 shares; 2024Q4: 816 shares; 2025Q1: not loaded; 2025Q2: 1,164 shares 1,164 $55.3K 0.02% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 359 shares; 2023Q4: 323 shares; 2024Q1: 323 shares; 2024Q2: 323 shares; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: not loaded; 2025Q2: 323 shares 323 $55.1K 0.02% Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,033 shares; 2023Q4: 3,663 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: not loaded; 2025Q2: 1,076 shares 1,076 $55K 0.02% Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,759 shares; 2023Q4: 1,493 shares; 2024Q1: 825 shares; 2024Q2: 797 shares; 2024Q3: 902 shares; 2024Q4: 1,043 shares; 2025Q1: not loaded; 2025Q2: 1,262 shares 1,262 $54.9K 0.02% Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,759 shares; 2023Q4: 1,759 shares; 2024Q1: 1,759 shares; 2024Q2: 1,759 shares; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: not loaded; 2025Q2: 1,759 shares 1,759 $54.8K 0.02% Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares 1,000 $54.8K 0.02% Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: not loaded; 2025Q2: 205 shares 205 $54.7K 0.02% Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,433 shares; 2023Q4: 837 shares; 2024Q1: 837 shares; 2024Q2: 837 shares; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: not loaded; 2025Q2: 942 shares 942 $54.6K 0.02% Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 845 shares; 2024Q1: 13,015 shares; 2024Q2: 3,923 shares; 2024Q3: 3,433 shares; 2024Q4: 2,318 shares; 2025Q1: not loaded; 2025Q2: 2,321 shares 2,321 $54.2K 0.02% 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; 2023Q3: 6,225 shares; 2023Q4: 2,467 shares; 2024Q1: 1,501 shares; 2024Q2: 1,630 shares; 2024Q3: 1,195 shares; 2024Q4: 1,005 shares; 2025Q1: not loaded; 2025Q2: 912 shares 912 $54.2K 0.02% 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; 2023Q3: 192 shares; 2023Q4: 238 shares; 2024Q1: 149 shares; 2024Q2: 150 shares; 2024Q3: 151 shares; 2024Q4: 119 shares; 2025Q1: not loaded; 2025Q2: 116 shares 116 $51.9K 0.02% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,425 shares; 2023Q4: 1,491 shares; 2024Q1: 514 shares; 2024Q2: 424 shares; 2024Q3: 423 shares; 2024Q4: 364 shares; 2025Q1: not loaded; 2025Q2: 420 shares 420 $51.2K 0.02% 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; 2023Q3: 109 shares; 2023Q4: 1 shares; 2024Q1: not reported; 2024Q2: 210 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $49.7K 0.02% Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,469 shares; 2023Q4: 2,123 shares; 2024Q1: 2,210 shares; 2024Q2: 2,153 shares; 2024Q3: 3,174 shares; 2024Q4: 3,633 shares; 2025Q1: not loaded; 2025Q2: 1,291 shares 1,291 $48.8K 0.02% Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 2,000 shares; 2024Q2: 2,930 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: not loaded; 2025Q2: 2,930 shares 2,930 $48.7K 0.02% 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; 2023Q3: 5,562 shares; 2023Q4: 2,216 shares; 2024Q1: 1,481 shares; 2024Q2: 1,644 shares; 2024Q3: 1,194 shares; 2024Q4: 939 shares; 2025Q1: not loaded; 2025Q2: 817 shares 817 $48K 0.02% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 420 shares; 2024Q2: 440 shares; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: not loaded; 2025Q2: 342 shares 342 $47.8K 0.02% Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 531 shares; 2024Q2: 781 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 400 shares 400 $47.4K 0.02% Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,300 shares; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: not loaded; 2025Q2: 3,300 shares 3,300 $46.7K 0.02% Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,144 shares; 2025Q1: not loaded; 2025Q2: 4,144 shares 4,144 $46.4K 0.02% Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: not reported; 2024Q4: 4,064 shares; 2025Q1: not loaded; 2025Q2: 4,064 shares 4,064 $46.2K 0.02% Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,699 shares; 2023Q4: 72 shares; 2024Q1: 1 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 109,813 shares; 2025Q1: not loaded; 2025Q2: 646 shares 646 $45.9K 0.02% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 316 shares; 2023Q4: 578 shares; 2024Q1: 881 shares; 2024Q2: 746 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 627 shares 627 $45.7K 0.02% Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 719 shares; 2024Q1: 11,170 shares; 2024Q2: 3,438 shares; 2024Q3: 3,013 shares; 2024Q4: 1,970 shares; 2025Q1: not loaded; 2025Q2: 1,973 shares 1,973 $45.2K 0.02% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 369 shares; 2023Q4: 369 shares; 2024Q1: 334 shares; 2024Q2: 334 shares; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: not loaded; 2025Q2: 334 shares 334 $44.3K 0.02% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: not loaded; 2025Q2: 143 shares 143 $43.9K 0.02% Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 644 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 676 shares; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: not loaded; 2025Q2: 644 shares 644 $43.7K 0.02% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 645 shares; 2023Q4: 645 shares; 2024Q1: 807 shares; 2024Q2: 766 shares; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: not loaded; 2025Q2: 607 shares 607 $43.1K 0.02% Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 785 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500 $43K 0.02% Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,891 shares; 2023Q4: 2,860 shares; 2024Q1: 3,526 shares; 2024Q2: 3,499 shares; 2024Q3: 2,272 shares; 2024Q4: 1,586 shares; 2025Q1: not loaded; 2025Q2: 1,145 shares 1,145 $42.4K 0.02% Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,181 shares; 2023Q4: 1,882 shares; 2024Q1: 851 shares; 2024Q2: 851 shares; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: not loaded; 2025Q2: 851 shares 851 $42.1K 0.02% Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not loaded; 2025Q2: 4,000 shares 4,000 $41.8K 0.02% Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 139 shares; 2024Q1: 197 shares; 2024Q2: 139 shares; 2024Q3: 166 shares; 2024Q4: 177 shares; 2025Q1: not loaded; 2025Q2: 197 shares 197 $41.6K 0.02% Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,703 shares; 2023Q4: 1,703 shares; 2024Q1: 1,951 shares; 2024Q2: 2,451 shares; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: not loaded; 2025Q2: 1,951 shares 1,951 $41K 0.02% Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 296 shares; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: not loaded; 2025Q2: 296 shares 296 $40.2K 0.02% Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 57 shares; 2024Q3: 93 shares; 2024Q4: 98 shares; 2025Q1: not loaded; 2025Q2: 73 shares 73 $40.2K 0.02% Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: not loaded; 2025Q2: 3,400 shares 3,400 $40.1K 0.02% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,299 shares; 2023Q4: 1,323 shares; 2024Q1: 468 shares; 2024Q2: 468 shares; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: not loaded; 2025Q2: 468 shares 468 $39.8K 0.02% Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,258 shares; 2023Q4: 4,263 shares; 2024Q1: 4,268 shares; 2024Q2: 4,089 shares; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: not loaded; 2025Q2: 1,989 shares 1,989 $39.8K 0.02% Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares 3,000 $39.6K 0.02% Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,912 shares; 2023Q4: 2,314 shares; 2024Q1: 3,377 shares; 2024Q2: 1,890 shares; 2024Q3: 1,888 shares; 2024Q4: 1,747 shares; 2025Q1: not loaded; 2025Q2: 1,709 shares 1,709 $39.3K 0.02% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 518 shares; 2023Q4: 163 shares; 2024Q1: 16 shares; 2024Q2: 15 shares; 2024Q3: 79,029 shares; 2024Q4: 31,181 shares; 2025Q1: not loaded; 2025Q2: 468 shares 468 $38.7K 0.02% Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,226 shares; 2023Q4: 8,269 shares; 2024Q1: 96 shares; 2024Q2: 29 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 761 shares 761 $38.6K 0.02% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,358 shares; 2023Q4: 1,358 shares; 2024Q1: 1,346 shares; 2024Q2: 1,266 shares; 2024Q3: 1,242 shares; 2024Q4: 1,239 shares; 2025Q1: not loaded; 2025Q2: 1,239 shares 1,239 $38.1K 0.01% Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,759 shares; 2023Q4: 2,743 shares; 2024Q1: 3,366 shares; 2024Q2: 3,347 shares; 2024Q3: 2,145 shares; 2024Q4: 1,522 shares; 2025Q1: not loaded; 2025Q2: 1,112 shares 1,112 $37.9K 0.01% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 761 shares; 2023Q4: 648 shares; 2024Q1: 522 shares; 2024Q2: 409 shares; 2024Q3: 534 shares; 2024Q4: 412 shares; 2025Q1: not loaded; 2025Q2: 385 shares 385 $37.8K 0.01% Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 892 shares; 2023Q4: 1,028 shares; 2024Q1: 928 shares; 2024Q2: 553 shares; 2024Q3: 608 shares; 2024Q4: 513 shares; 2025Q1: not loaded; 2025Q2: 371 shares 371 $37.4K 0.01% Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8 shares; 2023Q4: 5 shares; 2024Q1: 636 shares; 2024Q2: 616 shares; 2024Q3: 690 shares; 2024Q4: 1,099 shares; 2025Q1: not loaded; 2025Q2: 742 shares 742 $37K 0.01% Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 865 shares; 2023Q4: 865 shares; 2024Q1: 865 shares; 2024Q2: 865 shares; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not loaded; 2025Q2: 865 shares 865 $36.7K 0.01% Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares 3,000 $36.7K 0.01% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 53,812 shares; 2023Q4: 31,489 shares; 2024Q1: 19,610 shares; 2024Q2: 70,217 shares; 2024Q3: 115,354 shares; 2024Q4: 706 shares; 2025Q1: not loaded; 2025Q2: 308 shares 308 $36.4K 0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 135 shares; 2025Q1: not loaded; 2025Q2: 118 shares 118 $36K 0.01% Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 839 shares; 2023Q4: 639 shares; 2024Q1: 639 shares; 2024Q2: 1,142 shares; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: not loaded; 2025Q2: 639 shares 639 $35.8K 0.01% Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 390 shares; 2024Q1: 605 shares; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: not loaded; 2025Q2: 685 shares 685 $35.5K 0.01% Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 597 shares; 2023Q4: 621 shares; 2024Q1: 662 shares; 2024Q2: 641 shares; 2024Q3: 793 shares; 2024Q4: 802 shares; 2025Q1: not loaded; 2025Q2: 516 shares 516 $34.8K 0.01% Timeline KBWD 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 2,400 shares; 2025Q1: not loaded; 2025Q2: 2,400 shares 2,400 $34.7K 0.01% Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 200 shares; 2024Q4: 106 shares; 2025Q1: not loaded; 2025Q2: 360 shares 360 $34.4K 0.01% Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,757 shares; 2023Q4: 1,757 shares; 2024Q1: 1,757 shares; 2024Q2: 1,117 shares; 2024Q3: 1,117 shares; 2024Q4: 4,980 shares; 2025Q1: not loaded; 2025Q2: 5,863 shares 5,863 $33.8K 0.01% 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; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not loaded; 2025Q2: 1,700 shares 1,700 $33.7K 0.01% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 28 shares; 2024Q3: 42 shares; 2024Q4: 49 shares; 2025Q1: not loaded; 2025Q2: 49 shares 49 $33.3K 0.01% Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: not loaded; 2025Q2: 790 shares 790 $32.9K 0.01% Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,110 shares; 2023Q4: 2,110 shares; 2024Q1: 2,110 shares; 2024Q2: 2,110 shares; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: not loaded; 2025Q2: 2,110 shares 2,110 $32.9K 0.01% Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,727 shares; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 630 shares; 2025Q1: not loaded; 2025Q2: 565 shares 565 $32.3K 0.01% Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 188 shares; 2023Q4: 188 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: not loaded; 2025Q2: 188 shares 188 $32.1K 0.01% NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 356 shares; 2023Q4: 745 shares; 2024Q1: 614 shares; 2024Q2: 313 shares; 2024Q3: 230 shares; 2024Q4: 244 shares; 2025Q1: not loaded; 2025Q2: 215 shares 215 $30.4K 0.01% Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 266 shares; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: not loaded; 2025Q2: 248 shares 248 $30.3K 0.01% Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares 3,000 $29.9K 0.01% Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 683 shares; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: not loaded; 2025Q2: 376 shares 376 $29.8K 0.01% Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 68 shares; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: not loaded; 2025Q2: 183 shares 183 $28.9K 0.01% 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; 2023Q3: 190 shares; 2023Q4: 214 shares; 2024Q1: 157 shares; 2024Q2: 64 shares; 2024Q3: 74 shares; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 55 shares 55 $28.8K 0.01% Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 732 shares 732 $28.5K 0.01% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,524 shares; 2023Q4: 20,242 shares; 2024Q1: 1,187 shares; 2024Q2: 786 shares; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: not loaded; 2025Q2: 254 shares 254 $28.2K 0.01% Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,999 shares; 2023Q4: 4,998 shares; 2024Q1: 715 shares; 2024Q2: 566 shares; 2024Q3: 416 shares; 2024Q4: 397 shares; 2025Q1: not loaded; 2025Q2: 191 shares 191 $28.2K 0.01% Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,372 shares; 2023Q4: 2,517 shares; 2024Q1: 951 shares; 2024Q2: 465 shares; 2024Q3: 264 shares; 2024Q4: 23,354 shares; 2025Q1: not loaded; 2025Q2: 66 shares 66 $27.5K 0.01% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 713 shares; 2023Q4: 704 shares; 2024Q1: 675 shares; 2024Q2: 929 shares; 2024Q3: 902 shares; 2024Q4: 793 shares; 2025Q1: not loaded; 2025Q2: 775 shares 775 $27.1K 0.01% Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: not loaded; 2025Q2: 360 shares 360 $26.5K 0.01% 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; 2023Q3: 39 shares; 2023Q4: 64 shares; 2024Q1: 68 shares; 2024Q2: 47 shares; 2024Q3: 55 shares; 2024Q4: 63 shares; 2025Q1: not loaded; 2025Q2: 52 shares 52 $26.5K 0.01% Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1 shares; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 525 shares 525 $26.4K 0.01% Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 291 shares; 2024Q4: 258 shares; 2025Q1: not loaded; 2025Q2: 231 shares 231 $26.4K 0.01% Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,902 shares; 2023Q4: 909 shares; 2024Q1: 903 shares; 2024Q2: 880 shares; 2024Q3: 850 shares; 2024Q4: 848 shares; 2025Q1: not loaded; 2025Q2: 650 shares 650 $26.3K 0.01% Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 209 shares; 2024Q4: 235 shares; 2025Q1: not loaded; 2025Q2: 241 shares 241 $25.7K 0.01% Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 982 shares; 2023Q4: 914 shares; 2024Q1: 914 shares; 2024Q2: 889 shares; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: not loaded; 2025Q2: 839 shares 839 $25.5K 0.01% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 57 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 51 shares 51 $25.4K 0.01% Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 161 shares; 2023Q4: 282 shares; 2024Q1: 279 shares; 2024Q2: 178 shares; 2024Q3: 236 shares; 2024Q4: 237 shares; 2025Q1: not loaded; 2025Q2: 278 shares 278 $25K 0.01% 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; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: not loaded; 2025Q2: 296 shares 296 $25K 0.01% Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 2,295 shares; 2025Q1: not loaded; 2025Q2: 1,750 shares 1,750 $24.8K 0.01% Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares 1,000 $24.5K 0.01% Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares 3,000 $24.4K 0.01% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,388 shares; 2023Q4: 1,188 shares; 2024Q1: 687 shares; 2024Q2: 651 shares; 2024Q3: 387 shares; 2024Q4: 252 shares; 2025Q1: not loaded; 2025Q2: 193 shares 193 $24.3K 0.01% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 252 shares; 2023Q4: 253 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 146 shares; 2025Q1: not loaded; 2025Q2: 156 shares 156 $23.9K 0.01% 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; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100 $23.6K 0.01% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 270 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 165 shares; 2025Q1: not loaded; 2025Q2: 165 shares 165 $23.5K 0.01% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 278 shares; 2023Q4: 233 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $22.3K 0.01% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 572 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500 $22.2K 0.01% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 159 shares; 2023Q4: 102 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: not loaded; 2025Q2: 80 shares 80 $21.5K 0.01% Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,391 shares; 2023Q4: 15,393 shares; 2024Q1: 10,687 shares; 2024Q2: 4,424 shares; 2024Q3: 2,657 shares; 2024Q4: 359 shares; 2025Q1: not loaded; 2025Q2: 266 shares 266 $21K 0.01% Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 3,750 shares; 2024Q2: 3,750 shares; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: not loaded; 2025Q2: 3,750 shares 3,750 $20.7K 0.01% Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 114 shares; 2024Q2: 93 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100 $20.5K 0.01% Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,392 shares; 2023Q4: 923 shares; 2024Q1: 590 shares; 2024Q2: 673 shares; 2024Q3: 475 shares; 2024Q4: 427 shares; 2025Q1: not loaded; 2025Q2: 350 shares 350 $20.2K 0.01% Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 289 shares; 2024Q2: 289 shares; 2024Q3: 308 shares; 2024Q4: 289 shares; 2025Q1: not loaded; 2025Q2: 289 shares 289 $20.1K 0.01% Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 209 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 211 shares; 2024Q3: 211 shares; 2024Q4: 212 shares; 2025Q1: not loaded; 2025Q2: 212 shares 212 $19.9K 0.01% Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares 2,000 $19.8K 0.01% Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 940 shares; 2023Q4: 940 shares; 2024Q1: 940 shares; 2024Q2: 940 shares; 2024Q3: 940 shares; 2024Q4: 1,010 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares 1,010 $19.7K 0.01% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 667 shares; 2023Q4: 712 shares; 2024Q1: 707 shares; 2024Q2: 656 shares; 2024Q3: 571 shares; 2024Q4: 518 shares; 2025Q1: not loaded; 2025Q2: 508 shares 508 $19.7K 0.01% Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,421 shares; 2024Q2: 1,421 shares; 2024Q3: 1,754 shares; 2024Q4: 663 shares; 2025Q1: not loaded; 2025Q2: 663 shares 663 $19.6K 0.01% Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 42 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: not loaded; 2025Q2: 415 shares 415 $19.5K 0.01% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 56 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: not loaded; 2025Q2: 29 shares 29 $19.5K 0.01% Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50 shares; 2023Q4: 13 shares; 2024Q1: 154 shares; 2024Q2: 160 shares; 2024Q3: 159 shares; 2024Q4: 262 shares; 2025Q1: not loaded; 2025Q2: 232 shares 232 $19.4K 0.01% Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 276 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 98 shares 98 $19.3K 0.01% Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 383 shares; 2023Q4: 511 shares; 2024Q1: 499 shares; 2024Q2: 460 shares; 2024Q3: 460 shares; 2024Q4: 429 shares; 2025Q1: not loaded; 2025Q2: 417 shares 417 $19.3K 0.01% Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 411 shares; 2024Q4: 117 shares; 2025Q1: not loaded; 2025Q2: 322 shares 322 $19.2K 0.01% Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 36 shares; 2024Q3: 31 shares; 2024Q4: 72 shares; 2025Q1: not loaded; 2025Q2: 75 shares 75 $19.1K 0.01% Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,747 shares 3,747 $19.1K 0.01% Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 743 shares; 2023Q4: 475 shares; 2024Q1: 325 shares; 2024Q2: 1,035 shares; 2024Q3: 535 shares; 2024Q4: 555 shares; 2025Q1: not loaded; 2025Q2: 545 shares 545 $19K 0.01% Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 111 shares; 2025Q1: not loaded; 2025Q2: 111 shares 111 $19K 0.01% Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 422 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 169 shares 169 $18.9K 0.01% 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; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 97 shares 97 $18.8K 0.01% Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 51 shares 51 $18.8K 0.01% Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 738 shares; 2023Q4: 15,909 shares; 2024Q1: 111,169 shares; 2024Q2: 585 shares; 2024Q3: 344 shares; 2024Q4: 554 shares; 2025Q1: not loaded; 2025Q2: 395 shares 395 $18.8K 0.01% 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; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 108 shares 108 $18.7K 0.01% Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 890 shares; 2023Q4: 890 shares; 2024Q1: 890 shares; 2024Q2: 890 shares; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: not loaded; 2025Q2: 890 shares 890 $18.6K 0.01% Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50 shares; 2023Q4: 70 shares; 2024Q1: 62 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 66 shares; 2025Q1: not loaded; 2025Q2: 50 shares 50 $18.3K 0.01% Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: not loaded; 2025Q2: 260 shares 260 $18K 0.01% Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: not loaded; 2025Q2: 41 shares 41 $17.9K 0.01% Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: not loaded; 2025Q2: 534 shares 534 $17.9K 0.01% Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 77,896 shares; 2024Q4: 261 shares; 2025Q1: not loaded; 2025Q2: 227 shares 227 $17.9K 0.01% Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares 1,500 $17.4K 0.01% Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not loaded; 2025Q2: 95 shares 95 $17.3K 0.01% Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,977 shares; 2024Q1: 1,977 shares; 2024Q2: 1,977 shares; 2024Q3: 2,174 shares; 2024Q4: 2,174 shares; 2025Q1: not loaded; 2025Q2: 2,174 shares 2,174 $17.3K 0.01% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 341 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 848 shares; 2024Q3: 342 shares; 2024Q4: 362 shares; 2025Q1: not loaded; 2025Q2: 236 shares 236 $17.3K 0.01% Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 941 shares; 2024Q2: 958 shares; 2024Q3: 973 shares; 2024Q4: 990 shares; 2025Q1: not loaded; 2025Q2: 1,007 shares 1,007 $16.8K 0.01% Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 3,608 shares; 2024Q2: 1,104 shares; 2024Q3: 981 shares; 2024Q4: 644 shares; 2025Q1: not loaded; 2025Q2: 644 shares 644 $16.7K 0.01% Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 9 shares 9 $16.7K 0.01% 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; 2023Q3: 327 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: not loaded; 2025Q2: 135 shares 135 $16.4K 0.01% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: not loaded; 2025Q2: 156 shares 156 $16.4K 0.01% Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500 $16.2K 0.01% Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 92 shares; 2023Q4: 95 shares; 2024Q1: 98 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: not loaded; 2025Q2: 70 shares 70 $16K 0.01% Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares 1,000 $15.8K 0.01% Timeline VEREN INC VEREN INC More: the full row for VEREN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,036 shares; 2024Q3: 2,547 shares; 2024Q4: 2,635 shares; 2025Q1: not loaded; 2025Q2: 2,358 shares 2,358 $15.6K 0.01% 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; 2023Q3: 283 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: not loaded; 2025Q2: 175 shares 175 $15.4K 0.01% Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,420 shares; 2025Q1: not loaded; 2025Q2: 726 shares 726 $15.3K 0.01% 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; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 105 shares; 2025Q1: not loaded; 2025Q2: 105 shares 105 $15.2K 0.01% Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 909 shares; 2023Q4: 599 shares; 2024Q1: 627 shares; 2024Q2: 615 shares; 2024Q3: 665 shares; 2024Q4: 359 shares; 2025Q1: not loaded; 2025Q2: 341 shares 341 $14.8K 0.01% Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 91 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 173 shares; 2025Q1: not loaded; 2025Q2: 173 shares 173 $14.8K 0.01% Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,983 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,251 shares; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares 1,001 $14.3K 0.01% Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 10 shares 10 $14.3K 0.01% Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 550 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 399 shares; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $14.3K 0.01% Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: not loaded; 2025Q2: 939 shares 939 $14.3K 0.01% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221 shares; 2023Q4: 224 shares; 2024Q1: 226 shares; 2024Q2: 279 shares; 2024Q3: 231 shares; 2024Q4: 241 shares; 2025Q1: not loaded; 2025Q2: 235 shares 235 $14.1K 0.01% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 150 shares 150 $14.1K 0.01% Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 300 shares; 2023Q4: 306 shares; 2024Q1: 313 shares; 2024Q2: 320 shares; 2024Q3: 328 shares; 2024Q4: 335 shares; 2025Q1: not loaded; 2025Q2: 343 shares 343 $14K 0.01% Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 289 shares; 2024Q4: 792 shares; 2025Q1: not loaded; 2025Q2: 388 shares 388 $13.8K 0.01% Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 171 shares; 2025Q1: not loaded; 2025Q2: 171 shares 171 $13.8K 0.01% Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 169 shares; 2023Q4: 162 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: not loaded; 2025Q2: 145 shares 145 $13.8K 0.01% Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 493 shares; 2025Q1: not loaded; 2025Q2: 377 shares 377 $13.8K 0.01% Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 666 shares; 2024Q2: 1,190 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: not loaded; 2025Q2: 1,160 shares 1,160 $13.7K 0.01% 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; 2023Q3: 797 shares; 2023Q4: 461 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: not loaded; 2025Q2: 153 shares 153 $13.3K 0.01% Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 783 shares; 2023Q4: 783 shares; 2024Q1: 783 shares; 2024Q2: 783 shares; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: not loaded; 2025Q2: 783 shares 783 $13.2K 0.01% Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $13.1K 0.01% Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 400 shares 400 $13K 0.01% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: not loaded; 2025Q2: 275 shares 275 $12.7K <0.01% Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 300 shares 300 $12.7K <0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 250 shares; 2024Q4: 175 shares; 2025Q1: not loaded; 2025Q2: 175 shares 175 $12.6K <0.01% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,168 shares; 2023Q4: 722 shares; 2024Q1: 401 shares; 2024Q2: 404 shares; 2024Q3: 200 shares; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 105 shares 105 $12.4K <0.01% Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,343 shares; 2023Q4: 1,953 shares; 2024Q1: 1,359 shares; 2024Q2: 1,466 shares; 2024Q3: 1,371 shares; 2024Q4: 1,377 shares; 2025Q1: not loaded; 2025Q2: 357 shares 357 $12.2K <0.01% Timeline QRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: not loaded; 2025Q2: 730 shares 730 $12.1K <0.01% Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares 1,000 $12.1K <0.01% 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; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: not loaded; 2025Q2: 68 shares 68 $12K <0.01% Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 104 shares 104 $11.7K <0.01% Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not loaded; 2025Q2: 105 shares 105 $11.7K <0.01% Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not loaded; 2025Q2: 80 shares 80 $11.6K <0.01% Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 73 shares 73 $11.2K <0.01% Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not loaded; 2025Q2: 69 shares 69 $11.1K <0.01% Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8 shares; 2023Q4: 6 shares; 2024Q1: 12 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: 8 shares 8 $11.1K <0.01% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not loaded; 2025Q2: 186 shares 186 $10.9K <0.01% Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 401 shares; 2024Q3: 401 shares; 2024Q4: 407 shares; 2025Q1: not loaded; 2025Q2: 407 shares 407 $10.6K <0.01% 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; 2023Q3: 2,703 shares; 2023Q4: 1,836 shares; 2024Q1: 1,082 shares; 2024Q2: 509 shares; 2024Q3: 307 shares; 2024Q4: 36 shares; 2025Q1: not loaded; 2025Q2: 19 shares 19 $10.5K <0.01% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,155 shares; 2023Q4: 904 shares; 2024Q1: 522 shares; 2024Q2: 431 shares; 2024Q3: 267 shares; 2024Q4: 163 shares; 2025Q1: not loaded; 2025Q2: 130 shares 130 $10.5K <0.01% Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 40 shares 40 $10.3K <0.01% Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares 1,000 $10.3K <0.01% Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 350 shares; 2023Q4: 355 shares; 2024Q1: 1,031 shares; 2024Q2: 357 shares; 2024Q3: 338 shares; 2024Q4: 340 shares; 2025Q1: not loaded; 2025Q2: 345 shares 345 $10.2K <0.01% Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 291 shares; 2023Q4: 108 shares; 2024Q1: 25 shares; 2024Q2: 72 shares; 2024Q3: 27 shares; 2024Q4: 137 shares; 2025Q1: not loaded; 2025Q2: 137 shares 137 $10.2K <0.01% Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 1,413 shares 1,413 $10.2K <0.01% 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; 2023Q3: 9,239 shares; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: 45 shares; 2024Q3: not reported; 2024Q4: 131,069 shares; 2025Q1: not loaded; 2025Q2: 222 shares 222 $10.2K <0.01% Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 161 shares; 2023Q4: 159 shares; 2024Q1: 154 shares; 2024Q2: 144 shares; 2024Q3: 144 shares; 2024Q4: 104 shares; 2025Q1: not loaded; 2025Q2: 104 shares 104 $10K <0.01% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,238 shares; 2023Q4: 366 shares; 2024Q1: 348 shares; 2024Q2: 595 shares; 2024Q3: 335 shares; 2024Q4: 147 shares; 2025Q1: not loaded; 2025Q2: 147 shares 147 $9.94K <0.01% Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: not loaded; 2025Q2: 290 shares 290 $9.93K <0.01% Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 284 shares 284 $9.64K <0.01% Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares 1,500 $9.59K <0.01% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 425 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100 $9.55K <0.01% 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; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 96 shares; 2024Q2: 85 shares; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: not loaded; 2025Q2: 87 shares 87 $9.52K <0.01% Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 212 shares; 2023Q4: 544 shares; 2024Q1: 844 shares; 2024Q2: 451 shares; 2024Q3: 812 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 306 shares 306 $9.49K <0.01% Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 632 shares; 2023Q4: 632 shares; 2024Q1: 632 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: not loaded; 2025Q2: 632 shares 632 $9.49K <0.01% Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 50,857 shares; 2024Q1: 32,812 shares; 2024Q2: 15,511 shares; 2024Q3: 9,317 shares; 2024Q4: 945 shares; 2025Q1: not loaded; 2025Q2: 313 shares 313 $9.18K <0.01% Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,292 shares; 2023Q4: 95 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 358 shares; 2025Q1: not loaded; 2025Q2: 137 shares 137 $9.07K <0.01% Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not loaded; 2025Q2: 800 shares 800 $8.97K <0.01% Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: not loaded; 2025Q2: 122 shares 122 $8.93K <0.01% Timeline FXL 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: not loaded; 2025Q2: 67 shares 67 $8.86K <0.01% Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 181 shares; 2023Q4: 165 shares; 2024Q1: 165 shares; 2024Q2: 165 shares; 2024Q3: 250 shares; 2024Q4: 165 shares; 2025Q1: not loaded; 2025Q2: 165 shares 165 $8.79K <0.01% 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; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 845 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200 $8.72K <0.01% Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: not loaded; 2025Q2: 235 shares 235 $8.69K <0.01% Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 159 shares; 2024Q3: 358 shares; 2024Q4: 389 shares; 2025Q1: not loaded; 2025Q2: 210 shares 210 $8.65K <0.01% Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,824 shares; 2023Q4: 29,347 shares; 2024Q1: 18,376 shares; 2024Q2: 8,613 shares; 2024Q3: 5,210 shares; 2024Q4: 495 shares; 2025Q1: not loaded; 2025Q2: 169 shares 169 $8.64K <0.01% Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,027 shares 1,027 $8.44K <0.01% Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: not loaded; 2025Q2: 750 shares 750 $8.23K <0.01% Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100 $8.17K <0.01% Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 39 shares 39 $8.15K <0.01% Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 118 shares 118 $7.66K <0.01% Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 95 shares 95 $7.65K <0.01% Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500 $7.64K <0.01% Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 15 shares 15 $7.62K <0.01% Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 75 shares 75 $7.38K <0.01% Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 375 shares 375 $7.31K <0.01% 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; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 12 shares 12 $7.29K <0.01% Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 33 shares 33 $7.26K <0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 86 shares 86 $7.26K <0.01% Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares 1 $7.24K <0.01% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,840 shares; 2023Q4: 2,331 shares; 2024Q1: 4,540 shares; 2024Q2: 5,309 shares; 2024Q3: 6,639 shares; 2024Q4: 7,357 shares; 2025Q1: not loaded; 2025Q2: 42 shares 42 $7.22K <0.01% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 114 shares 114 $7.17K <0.01% Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 151 shares 151 $7.15K <0.01% Timeline FLGT FULGENT GENETICS INC More: the full row for FULGENT GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 420 shares 420 $7.1K <0.01% 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; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 147 shares; 2024Q4: 76 shares; 2025Q1: not loaded; 2025Q2: 76 shares 76 $6.93K <0.01% 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; 2023Q3: 870 shares; 2023Q4: 537 shares; 2024Q1: 588 shares; 2024Q2: 947 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: not loaded; 2025Q2: 147 shares 147 $6.91K <0.01% Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not loaded; 2025Q2: 11 shares 11 $6.89K <0.01% Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 42 shares 42 $6.78K <0.01% Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: not loaded; 2025Q2: 94 shares 94 $6.76K <0.01% Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,795 shares; 2023Q4: 277 shares; 2024Q1: 144 shares; 2024Q2: 131 shares; 2024Q3: 135 shares; 2024Q4: 287 shares; 2025Q1: not loaded; 2025Q2: 290 shares 290 $6.72K <0.01% Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 61 shares 61 $6.71K <0.01% Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 700 shares 700 $6.71K <0.01% Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 135 shares 135 $6.69K <0.01% Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,122 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 197 shares; 2025Q1: not loaded; 2025Q2: 197 shares 197 $6.66K <0.01% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares 7 $6.62K <0.01% Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97 shares; 2023Q4: 97 shares; 2024Q1: 98 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 21 shares 21 $6.55K <0.01% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: not loaded; 2025Q2: 81 shares 81 $6.5K <0.01% Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 104 shares; 2023Q4: 105 shares; 2024Q1: 106 shares; 2024Q2: 206 shares; 2024Q3: 107 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 109 shares 109 $6.48K <0.01% FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: not loaded; 2025Q2: 180 shares 180 $6.42K <0.01% 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; 2023Q3: 105 shares; 2023Q4: 106 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not loaded; 2025Q2: 105 shares 105 $6.4K <0.01% Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 197 shares; 2023Q4: 191 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 108 shares 108 $6.2K <0.01% Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: not loaded; 2025Q2: 170 shares 170 $6.2K <0.01% Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 61 shares 61 $6.05K <0.01% Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 40 shares 40 $6.02K <0.01% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: not loaded; 2025Q2: 18 shares 18 $5.92K <0.01% Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 548 shares; 2023Q4: 548 shares; 2024Q1: 277 shares; 2024Q2: 277 shares; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 236 shares 236 $5.68K <0.01% Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 208 shares; 2023Q4: 115 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 72 shares; 2025Q1: not loaded; 2025Q2: 257 shares 257 $5.67K <0.01% Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: not loaded; 2025Q2: 56 shares 56 $5.63K <0.01% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 53 shares 53 $5.55K <0.01% Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 596 shares; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: not loaded; 2025Q2: 180 shares 180 $5.51K <0.01% Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 523 shares; 2023Q4: 523 shares; 2024Q1: 523 shares; 2024Q2: 623 shares; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: not loaded; 2025Q2: 523 shares 523 $5.38K <0.01% Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 78 shares; 2023Q4: 88 shares; 2024Q1: 77 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 109 shares 109 $5.34K <0.01% Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: not loaded; 2025Q2: 56 shares 56 $5.32K <0.01% Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 892 shares; 2023Q4: not reported; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: not loaded; 2025Q2: 256 shares 256 $5.2K <0.01% Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 137 shares 137 $5.16K <0.01% Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 500 shares 500 $5.15K <0.01% Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 163 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: not loaded; 2025Q2: 73 shares 73 $5.14K <0.01% Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141 shares; 2023Q4: 300 shares; 2024Q1: 106,131 shares; 2024Q2: 58,370 shares; 2024Q3: 32,517 shares; 2024Q4: 479 shares; 2025Q1: not loaded; 2025Q2: 158 shares 158 $5.13K <0.01% Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 67 shares; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: not loaded; 2025Q2: 120 shares 120 $5.08K <0.01% Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 134 shares; 2024Q4: 74 shares; 2025Q1: not loaded; 2025Q2: 74 shares 74 $5.06K <0.01% Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: not loaded; 2025Q2: 70 shares 70 $5.04K <0.01% Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 933 shares; 2024Q2: 933 shares; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: not loaded; 2025Q2: 933 shares 933 $5.02K <0.01% Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 400 shares 400 $4.98K <0.01% Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100 $4.96K <0.01% Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 50 shares 50 $4.9K <0.01% Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 185 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 88 shares; 2024Q3: 88 shares; 2024Q4: 84 shares; 2025Q1: not loaded; 2025Q2: 46 shares 46 $4.86K <0.01% Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: not loaded; 2025Q2: 476 shares 476 $4.85K <0.01% Timeline