IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,517 shares; 2024Q4: 135,032 shares; 2025Q1: 133,494 shares; 2025Q2: 134,713 shares; 2025Q3: 135,468 shares; 2025Q4: 136,375 shares; 2026Q1: 138,197 shares; 2026Q2: 137,564 shares 137,564 $103M 12.3% -633 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,989 shares; 2024Q4: 725,565 shares; 2025Q1: 664,678 shares; 2025Q2: 382,317 shares; 2025Q3: 403,677 shares; 2025Q4: 415,737 shares; 2026Q1: 675,168 shares; 2026Q2: 1,069,899 shares 1,069,899 $94M 11.23% +394,731 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491,882 shares; 2026Q2: 578,518 shares 578,518 $44M 5.26% +86,636 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655,177 shares; 2024Q4: 726,789 shares; 2025Q1: 747,931 shares; 2025Q2: 744,985 shares; 2025Q3: 757,557 shares; 2025Q4: 759,225 shares; 2026Q1: 763,480 shares; 2026Q2: 772,680 shares 772,680 $31.9M 3.81% +9,200 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,582 shares; 2024Q4: 214,120 shares; 2025Q1: 225,523 shares; 2025Q2: 191,498 shares; 2025Q3: 189,768 shares; 2025Q4: 197,737 shares; 2026Q1: 211,406 shares; 2026Q2: 230,758 shares 230,758 $31.7M 3.79% +19,352 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,178 shares; 2024Q4: 365,937 shares; 2025Q1: 386,683 shares; 2025Q2: 400,505 shares; 2025Q3: 504,353 shares; 2025Q4: 520,752 shares; 2026Q1: 435,609 shares; 2026Q2: 454,810 shares 454,810 $30.9M 3.69% +19,201 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,398 shares; 2024Q4: 57,586 shares; 2025Q1: 85,176 shares; 2025Q2: 91,745 shares; 2025Q3: 98,761 shares; 2025Q4: 142,335 shares; 2026Q1: 135,184 shares; 2026Q2: 119,410 shares 119,410 $27.1M 3.24% -15,774 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,483 shares; 2024Q4: 471,923 shares; 2025Q1: 457,024 shares; 2025Q2: 452,375 shares; 2025Q3: 584,093 shares; 2025Q4: 743,154 shares; 2026Q1: 779,259 shares; 2026Q2: 640,767 shares 640,767 $25.8M 3.08% -138,492 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,861 shares; 2024Q4: 144,611 shares; 2025Q1: 144,589 shares; 2025Q2: 137,416 shares; 2025Q3: 131,283 shares; 2025Q4: 126,688 shares; 2026Q1: 128,127 shares; 2026Q2: 127,829 shares 127,829 $21M 2.51% -298 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,798 shares; 2024Q4: 386,192 shares; 2025Q1: 400,697 shares; 2025Q2: 407,023 shares; 2025Q3: 383,323 shares; 2025Q4: 380,050 shares; 2026Q1: 381,858 shares; 2026Q2: 379,438 shares 379,438 $19.6M 2.34% -2,420 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,131 shares; 2024Q4: 76,187 shares; 2025Q1: 76,375 shares; 2025Q2: 76,639 shares; 2025Q3: 79,259 shares; 2025Q4: 62,305 shares; 2026Q1: 62,645 shares; 2026Q2: 63,341 shares 63,341 $18.3M 2.19% +696 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,463 shares; 2024Q4: 234,164 shares; 2025Q1: 244,503 shares; 2025Q2: 282,967 shares; 2025Q3: 294,673 shares; 2025Q4: 284,663 shares; 2026Q1: 316,985 shares; 2026Q2: 357,130 shares 357,130 $16.2M 1.94% +40,145 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 135,633 shares; 2025Q3: 340,204 shares; 2025Q4: 369,035 shares; 2026Q1: 386,284 shares; 2026Q2: 305,913 shares 305,913 $16.1M 1.93% -80,371 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,379 shares; 2025Q1: 62,083 shares; 2025Q2: 62,266 shares; 2025Q3: 61,722 shares; 2025Q4: 99,074 shares; 2026Q1: 104,690 shares; 2026Q2: 80,324 shares 80,324 $13M 1.55% -24,366 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,684 shares; 2024Q4: 33,612 shares; 2025Q1: 37,879 shares; 2025Q2: 39,603 shares; 2025Q3: 42,197 shares; 2025Q4: 43,689 shares; 2026Q1: 44,727 shares; 2026Q2: 44,771 shares 44,771 $12.3M 1.46% +44 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,001 shares; 2024Q4: 147,084 shares; 2025Q1: 148,670 shares; 2025Q2: 144,985 shares; 2025Q3: 134,094 shares; 2025Q4: 131,174 shares; 2026Q1: 126,253 shares; 2026Q2: 124,846 shares 124,846 $12.1M 1.44% -1,407 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,041 shares; 2024Q4: 159,909 shares; 2025Q1: 138,413 shares; 2025Q2: 141,835 shares; 2025Q3: 140,772 shares; 2025Q4: 146,734 shares; 2026Q1: 148,714 shares; 2026Q2: 148,503 shares 148,503 $11.5M 1.37% -211 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,072 shares; 2024Q4: 140,935 shares; 2025Q1: 146,218 shares; 2025Q2: 147,043 shares; 2025Q3: 155,645 shares; 2025Q4: 151,398 shares; 2026Q1: 147,895 shares; 2026Q2: 131,656 shares 131,656 $10.9M 1.3% -16,239 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,237 shares; 2024Q4: 43,465 shares; 2025Q1: 45,914 shares; 2025Q2: 47,684 shares; 2025Q3: 59,237 shares; 2025Q4: 53,486 shares; 2026Q1: 54,053 shares; 2026Q2: 51,940 shares 51,940 $10.4M 1.24% -2,113 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,539 shares; 2025Q4: 83,244 shares; 2026Q1: 124,454 shares; 2026Q2: 169,122 shares 169,122 $10.1M 1.21% +44,668 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,198 shares; 2025Q3: 281,790 shares; 2025Q4: 294,828 shares; 2026Q1: 314,985 shares; 2026Q2: 201,376 shares 201,376 $8.68M 1.04% -113,609 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,576 shares; 2024Q4: 104,577 shares; 2025Q1: 105,007 shares; 2025Q2: 98,093 shares; 2025Q3: 90,121 shares; 2025Q4: 89,998 shares; 2026Q1: 90,142 shares; 2026Q2: 90,195 shares 90,195 $8.61M 1.03% +53 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296,245 shares 296,245 $8.31M 0.99% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,330 shares; 2024Q4: 125,746 shares; 2025Q1: 122,940 shares; 2025Q2: 120,388 shares; 2025Q3: 116,736 shares; 2025Q4: 113,971 shares; 2026Q1: 112,398 shares; 2026Q2: 107,581 shares 107,581 $8.15M 0.97% -4,817 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,315 shares; 2025Q1: 56,040 shares; 2025Q2: 57,951 shares; 2025Q3: 66,299 shares; 2025Q4: 81,481 shares; 2026Q1: 87,225 shares; 2026Q2: 88,686 shares 88,686 $6.78M 0.81% +1,461 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,834 shares; 2024Q4: 5,120 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 24,398 shares; 2026Q1: 102,761 shares; 2026Q2: 159,564 shares 159,564 $6.74M 0.8% +56,803 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,553 shares; 2024Q4: 76,919 shares; 2025Q1: 62,576 shares; 2025Q2: 64,106 shares; 2025Q3: 73,875 shares; 2025Q4: 75,191 shares; 2026Q1: 75,992 shares; 2026Q2: 75,964 shares 75,964 $6.25M 0.75% -28 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,768 shares; 2024Q4: 33,036 shares; 2025Q1: 32,490 shares; 2025Q2: 32,300 shares; 2025Q3: 33,230 shares; 2025Q4: 33,653 shares; 2026Q1: 35,584 shares; 2026Q2: 37,743 shares 37,743 $6.18M 0.74% +2,159 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,675 shares; 2024Q4: 151,821 shares; 2025Q1: 151,949 shares; 2025Q2: 152,227 shares; 2025Q3: 144,825 shares; 2025Q4: 139,698 shares; 2026Q1: 138,826 shares; 2026Q2: 136,142 shares 136,142 $6.04M 0.72% -2,684 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,880 shares; 2024Q4: 16,347 shares; 2025Q1: 16,249 shares; 2025Q2: 16,427 shares; 2025Q3: 17,863 shares; 2025Q4: 14,266 shares; 2026Q1: 15,846 shares; 2026Q2: 15,262 shares 15,262 $5.69M 0.68% -584 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 3,872 shares; 2025Q1: 4,051 shares; 2025Q2: 4,497 shares; 2025Q3: 4,997 shares; 2025Q4: 5,175 shares; 2026Q1: 5,511 shares; 2026Q2: 45,963 shares 45,963 $5.49M 0.66% +40,452 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,391 shares; 2024Q4: 187,848 shares; 2025Q1: 184,133 shares; 2025Q2: 175,488 shares; 2025Q3: 169,310 shares; 2025Q4: 160,236 shares; 2026Q1: 159,940 shares; 2026Q2: 159,503 shares 159,503 $4.67M 0.56% -437 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: 4,743 shares; 2025Q1: 4,854 shares; 2025Q2: 4,848 shares; 2025Q3: 4,943 shares; 2025Q4: 5,123 shares; 2026Q1: 5,210 shares; 2026Q2: 6,412 shares 6,412 $4.4M 0.53% +1,202 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,597 shares; 2024Q4: 32,380 shares; 2025Q1: 32,587 shares; 2025Q2: 39,977 shares; 2025Q3: 41,724 shares; 2025Q4: 43,404 shares; 2026Q1: 42,785 shares; 2026Q2: 42,714 shares 42,714 $4.36M 0.52% -71 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,845 shares; 2024Q4: 53,549 shares; 2025Q1: 53,556 shares; 2025Q2: 53,563 shares; 2025Q3: 53,557 shares; 2025Q4: 47,044 shares; 2026Q1: 47,049 shares; 2026Q2: 47,045 shares 47,045 $4.25M 0.51% -4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,233 shares; 2024Q4: 31,984 shares; 2025Q1: 30,333 shares; 2025Q2: 29,903 shares; 2025Q3: 29,546 shares; 2025Q4: 29,554 shares; 2026Q1: 28,965 shares; 2026Q2: 27,773 shares 27,773 $4.12M 0.49% -1,192 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,035 shares; 2024Q4: 40,187 shares; 2025Q1: 38,324 shares; 2025Q2: 39,249 shares; 2025Q3: 45,708 shares; 2025Q4: 47,730 shares; 2026Q1: 49,322 shares; 2026Q2: 50,029 shares 50,029 $3.78M 0.45% +707 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,661 shares; 2024Q4: 14,647 shares; 2025Q1: 14,553 shares; 2025Q2: 14,098 shares; 2025Q3: 15,715 shares; 2025Q4: 14,817 shares; 2026Q1: 15,110 shares; 2026Q2: 14,604 shares 14,604 $3.48M 0.42% -506 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,619 shares; 2025Q1: 4,691 shares; 2025Q2: 4,737 shares; 2025Q3: 4,796 shares; 2025Q4: 4,645 shares; 2026Q1: 4,742 shares; 2026Q2: 4,631 shares 4,631 $3.41M 0.41% -111 Timeline TNA 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; 2024Q3: 43,331 shares; 2024Q4: 42,581 shares; 2025Q1: 42,581 shares; 2025Q2: 42,581 shares; 2025Q3: 42,581 shares; 2025Q4: 42,581 shares; 2026Q1: 42,581 shares; 2026Q2: 42,581 shares 42,581 $3.2M 0.38% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,012 shares; 2025Q1: 83,168 shares; 2025Q2: 59,304 shares; 2025Q3: 96,407 shares; 2025Q4: 91,476 shares; 2026Q1: 31,558 shares; 2026Q2: 40,244 shares 40,244 $3.2M 0.38% +8,686 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,995 shares; 2024Q4: 6,950 shares; 2025Q1: 6,383 shares; 2025Q2: 6,379 shares; 2025Q3: 7,883 shares; 2025Q4: 8,432 shares; 2026Q1: 8,630 shares; 2026Q2: 8,757 shares 8,757 $3.13M 0.37% +127 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,321 shares; 2024Q4: 120,756 shares; 2025Q1: 145,741 shares; 2025Q2: 153,841 shares; 2025Q3: 133,302 shares; 2025Q4: 75,413 shares; 2026Q1: 76,659 shares; 2026Q2: 14,018 shares 14,018 $3.08M 0.37% -62,641 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,686 shares; 2024Q4: 40,533 shares; 2025Q1: 38,835 shares; 2025Q2: 36,731 shares; 2025Q3: 35,924 shares; 2025Q4: 34,391 shares; 2026Q1: 33,362 shares; 2026Q2: 32,819 shares 32,819 $2.88M 0.34% -543 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,707 shares; 2024Q4: 28,533 shares; 2025Q1: 33,101 shares; 2025Q2: 33,476 shares; 2025Q3: 34,144 shares; 2025Q4: 34,105 shares; 2026Q1: 34,152 shares; 2026Q2: 34,165 shares 34,165 $2.8M 0.33% +13 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,618 shares; 2024Q4: 81,131 shares; 2025Q1: 81,176 shares; 2025Q2: 81,210 shares; 2025Q3: 77,808 shares; 2025Q4: 74,312 shares; 2026Q1: 74,338 shares; 2026Q2: 73,584 shares 73,584 $2.71M 0.32% -754 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,777 shares; 2024Q4: 101,816 shares; 2025Q1: 101,942 shares; 2025Q2: 98,986 shares; 2025Q3: 84,156 shares; 2025Q4: 82,682 shares; 2026Q1: 85,371 shares; 2026Q2: 85,399 shares 85,399 $2.71M 0.32% +28 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,936 shares; 2024Q4: 7,937 shares; 2025Q1: 7,938 shares; 2025Q2: 7,823 shares; 2025Q3: 7,828 shares; 2025Q4: 7,828 shares; 2026Q1: 7,786 shares; 2026Q2: 7,786 shares 7,786 $2.67M 0.32% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,541 shares; 2024Q4: 100,133 shares; 2025Q1: 154,206 shares; 2025Q2: 286,567 shares; 2025Q3: 245,621 shares; 2025Q4: 250,382 shares; 2026Q1: 34,885 shares; 2026Q2: 30,650 shares 30,650 $2.54M 0.3% -4,235 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,285 shares; 2024Q4: 5,565 shares; 2025Q1: 5,500 shares; 2025Q2: 6,147 shares; 2025Q3: 6,119 shares; 2025Q4: 5,933 shares; 2026Q1: 5,689 shares; 2026Q2: 5,908 shares 5,908 $2.49M 0.3% +219 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065 shares; 2024Q4: 4,552 shares; 2025Q1: 4,764 shares; 2025Q2: 4,950 shares; 2025Q3: 6,326 shares; 2025Q4: 4,598 shares; 2026Q1: 4,474 shares; 2026Q2: 4,731 shares 4,731 $2.37M 0.28% +257 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 44,091 shares; 2026Q2: 44,079 shares 44,079 $2.27M 0.27% -12 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,339 shares; 2024Q4: 9,534 shares; 2025Q1: 9,653 shares; 2025Q2: 8,352 shares; 2025Q3: 8,778 shares; 2025Q4: 8,996 shares; 2026Q1: 9,584 shares; 2026Q2: 9,673 shares 9,673 $1.93M 0.23% +89 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,146 shares; 2024Q4: 15,744 shares; 2025Q1: 15,873 shares; 2025Q2: 15,303 shares; 2025Q3: 14,967 shares; 2025Q4: 14,800 shares; 2026Q1: 14,335 shares; 2026Q2: 13,942 shares 13,942 $1.91M 0.23% -393 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 1,810 shares; 2025Q1: 1,826 shares; 2025Q2: 1,953 shares; 2025Q3: 1,952 shares; 2025Q4: 1,841 shares; 2026Q1: 1,902 shares; 2026Q2: 1,890 shares 1,890 $1.77M 0.21% -12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,421 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,409 shares; 2025Q3: 4,778 shares; 2025Q4: 4,821 shares; 2026Q1: 4,823 shares; 2026Q2: 4,924 shares 4,924 $1.74M 0.21% +101 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,692 shares; 2024Q4: 178,120 shares; 2025Q1: 102,030 shares; 2025Q2: 97,866 shares; 2025Q3: 23,400 shares; 2025Q4: 14,175 shares; 2026Q1: 13,413 shares; 2026Q2: 13,869 shares 13,869 $1.73M 0.21% +456 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 3,859 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 4,920 shares; 2025Q4: 4,933 shares; 2026Q1: 4,980 shares; 2026Q2: 5,017 shares 5,017 $1.73M 0.21% +37 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,401 shares; 2024Q4: 28,987 shares; 2025Q1: 27,977 shares; 2025Q2: 26,940 shares; 2025Q3: 24,275 shares; 2025Q4: 23,506 shares; 2026Q1: 22,951 shares; 2026Q2: 22,601 shares 22,601 $1.7M 0.2% -350 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,398 shares; 2024Q4: 11,343 shares; 2025Q1: 11,971 shares; 2025Q2: 13,205 shares; 2025Q3: 14,309 shares; 2025Q4: 14,247 shares; 2026Q1: 14,739 shares; 2026Q2: 14,634 shares 14,634 $1.66M 0.2% -105 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 3,199 shares; 2025Q1: 3,060 shares; 2025Q2: 3,125 shares; 2025Q3: 4,200 shares; 2025Q4: 4,299 shares; 2026Q1: 3,296 shares; 2026Q2: 2,820 shares 2,820 $1.64M 0.2% -476 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,237 shares; 2024Q4: 11,117 shares; 2025Q1: 11,060 shares; 2025Q2: 11,073 shares; 2025Q3: 10,866 shares; 2025Q4: 10,884 shares; 2026Q1: 10,912 shares; 2026Q2: 10,927 shares 10,927 $1.59M 0.19% +15 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,682 shares; 2024Q4: 13,715 shares; 2025Q1: 13,759 shares; 2025Q2: 13,849 shares; 2025Q3: 13,852 shares; 2025Q4: 13,767 shares; 2026Q1: 22,464 shares; 2026Q2: 22,051 shares 22,051 $1.53M 0.18% -413 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,473 shares; 2024Q4: 9,268 shares; 2025Q1: 8,856 shares; 2025Q2: 8,970 shares; 2025Q3: 8,493 shares; 2025Q4: 7,920 shares; 2026Q1: 7,743 shares; 2026Q2: 7,623 shares 7,623 $1.52M 0.18% -120 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,337 shares; 2024Q4: 33,657 shares; 2025Q1: 33,157 shares; 2025Q2: 33,157 shares; 2025Q3: 32,112 shares; 2025Q4: 30,618 shares; 2026Q1: 31,383 shares; 2026Q2: 30,893 shares 30,893 $1.44M 0.17% -490 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,825 shares; 2024Q4: 22,734 shares; 2025Q1: 22,584 shares; 2025Q2: 19,884 shares; 2025Q3: 21,132 shares; 2025Q4: 22,321 shares; 2026Q1: 25,160 shares; 2026Q2: 25,699 shares 25,699 $1.41M 0.17% +539 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 8,217 shares; 2025Q1: 7,233 shares; 2025Q2: 9,580 shares; 2025Q3: 10,136 shares; 2025Q4: 10,479 shares; 2026Q1: 12,686 shares; 2026Q2: 12,943 shares 12,943 $1.39M 0.17% +257 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,809 shares; 2024Q4: 14,751 shares; 2025Q1: 14,494 shares; 2025Q2: 13,193 shares; 2025Q3: 13,379 shares; 2025Q4: 13,188 shares; 2026Q1: 14,244 shares; 2026Q2: 14,279 shares 14,279 $1.38M 0.16% +35 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,338 shares; 2024Q4: 39,716 shares; 2025Q1: 36,920 shares; 2025Q2: 36,218 shares; 2025Q3: 14,054 shares; 2025Q4: 13,773 shares; 2026Q1: 13,824 shares; 2026Q2: 13,409 shares 13,409 $1.29M 0.15% -415 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 2,256 shares; 2025Q1: 2,856 shares; 2025Q2: 2,919 shares; 2025Q3: 3,695 shares; 2025Q4: 3,431 shares; 2026Q1: 3,584 shares; 2026Q2: 3,363 shares 3,363 $1.27M 0.15% -221 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,406 shares; 2025Q1: 1,396 shares; 2025Q2: 1,024 shares; 2025Q3: 885 shares; 2025Q4: 915 shares; 2026Q1: 954 shares; 2026Q2: 1,025 shares 1,025 $1.23M 0.15% +71 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,780 shares; 2025Q3: 1,790 shares; 2025Q4: 1,782 shares; 2026Q1: 1,783 shares; 2026Q2: 1,785 shares 1,785 $1.19M 0.14% +2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,022 shares; 2025Q1: 2,143 shares; 2025Q2: 2,024 shares; 2025Q3: 2,134 shares; 2025Q4: 2,362 shares; 2026Q1: 2,463 shares; 2026Q2: 2,449 shares 2,449 $1.17M 0.14% -14 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,571 shares; 2024Q4: 2,694 shares; 2025Q1: 2,495 shares; 2025Q2: 2,526 shares; 2025Q3: 2,583 shares; 2025Q4: 2,798 shares; 2026Q1: 1,619 shares; 2026Q2: 1,585 shares 1,585 $1.15M 0.14% -34 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,723 shares; 2024Q4: 7,750 shares; 2025Q1: 7,786 shares; 2025Q2: 7,984 shares; 2025Q3: 7,778 shares; 2025Q4: 14,647 shares; 2026Q1: 14,248 shares; 2026Q2: 13,447 shares 13,447 $1.09M 0.13% -801 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,632 shares; 2025Q1: 4,817 shares; 2025Q2: 4,801 shares; 2025Q3: 6,250 shares; 2025Q4: 5,637 shares; 2026Q1: 7,348 shares; 2026Q2: 7,681 shares 7,681 $1.07M 0.13% +333 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,986 shares; 2024Q4: 16,578 shares; 2025Q1: 15,963 shares; 2025Q2: 14,846 shares; 2025Q3: 13,906 shares; 2025Q4: 13,412 shares; 2026Q1: 13,044 shares; 2026Q2: 12,900 shares 12,900 $1.06M 0.13% -144 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 692 shares; 2025Q2: 733 shares; 2025Q3: 826 shares; 2025Q4: 857 shares; 2026Q1: 909 shares; 2026Q2: 964 shares 964 $1.03M 0.12% +55 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,225 shares; 2025Q4: 13,145 shares; 2026Q1: 13,195 shares; 2026Q2: 13,115 shares 13,115 $1.02M 0.12% -80 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,347 shares; 2025Q1: 1,393 shares; 2025Q2: 1,544 shares; 2025Q3: 1,928 shares; 2025Q4: 1,739 shares; 2026Q1: 1,941 shares; 2026Q2: 1,752 shares 1,752 $987K 0.12% -189 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 6,825 shares; 2026Q2: 38,330 shares 38,330 $928K 0.11% +31,505 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,870 shares; 2025Q1: 1,646 shares; 2025Q2: 1,552 shares; 2025Q3: 1,550 shares; 2025Q4: 1,603 shares; 2026Q1: 2,712 shares; 2026Q2: 2,667 shares 2,667 $915K 0.11% -45 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,346 shares; 2024Q4: 6,348 shares; 2025Q1: 6,367 shares; 2025Q2: 5,531 shares; 2025Q3: 5,800 shares; 2025Q4: 5,889 shares; 2026Q1: 6,202 shares; 2026Q2: 6,310 shares 6,310 $912K 0.11% +108 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,373 shares; 2025Q1: 2,375 shares; 2025Q2: 2,378 shares; 2025Q3: 2,380 shares; 2025Q4: 4,765 shares; 2026Q1: 4,768 shares; 2026Q2: 4,772 shares 4,772 $909K 0.11% +4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,162 shares; 2024Q4: 7,164 shares; 2025Q1: 7,111 shares; 2025Q2: 7,303 shares; 2025Q3: 5,618 shares; 2025Q4: 5,601 shares; 2026Q1: 11,106 shares; 2026Q2: 10,941 shares 10,941 $904K 0.11% -165 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,308 shares; 2025Q1: 1,204 shares; 2025Q2: 947 shares; 2025Q3: 1,091 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,199 shares 1,199 $895K 0.11% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,401 shares; 2025Q1: 4,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,607 shares; 2025Q4: 3,587 shares; 2026Q1: 3,589 shares; 2026Q2: 3,590 shares 3,590 $872K 0.1% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,148 shares; 2025Q2: 3,204 shares; 2025Q3: 2,583 shares; 2025Q4: 3,362 shares; 2026Q1: 6,988 shares; 2026Q2: 7,378 shares 7,378 $867K 0.1% +390 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 261 shares; 2025Q4: 373 shares; 2026Q1: 575 shares; 2026Q2: 750 shares 750 $865K 0.1% +175 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,315 shares; 2025Q1: 3,320 shares; 2025Q2: 3,042 shares; 2025Q3: 3,726 shares; 2025Q4: 3,148 shares; 2026Q1: 3,329 shares; 2026Q2: 3,392 shares 3,392 $861K 0.1% +63 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,611 shares; 2025Q1: 1,605 shares; 2025Q2: 1,885 shares; 2025Q3: 2,296 shares; 2025Q4: 2,369 shares; 2026Q1: 2,385 shares; 2026Q2: 2,573 shares 2,573 $842K 0.1% +188 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,391 shares; 2024Q4: 25,643 shares; 2025Q1: 23,124 shares; 2025Q2: 21,309 shares; 2025Q3: 19,544 shares; 2025Q4: 19,645 shares; 2026Q1: 19,767 shares; 2026Q2: 19,870 shares 19,870 $771K 0.09% +103 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 2,655 shares; 2025Q2: 2,671 shares; 2025Q3: 2,712 shares; 2025Q4: 2,667 shares; 2026Q1: 2,737 shares; 2026Q2: 2,726 shares 2,726 $752K 0.09% -11 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,676 shares; 2024Q4: 4,449 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 14,642 shares; 2025Q4: 15,235 shares; 2026Q1: 15,288 shares; 2026Q2: 15,418 shares 15,418 $745K 0.09% +130 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,912 shares; 2024Q4: 14,088 shares; 2025Q1: 9,722 shares; 2025Q2: 8,629 shares; 2025Q3: 7,883 shares; 2025Q4: 7,835 shares; 2026Q1: 7,531 shares; 2026Q2: 7,502 shares 7,502 $743K 0.09% -29 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 2,296 shares; 2025Q1: 2,393 shares; 2025Q2: 2,328 shares; 2025Q3: 2,296 shares; 2025Q4: 2,018 shares; 2026Q1: 2,030 shares; 2026Q2: 8,800 shares 8,800 $709K 0.08% +6,770 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,551 shares; 2025Q1: 1,492 shares; 2025Q2: 1,358 shares; 2025Q3: 1,449 shares; 2025Q4: 1,499 shares; 2026Q1: 1,482 shares; 2026Q2: 1,336 shares 1,336 $686K 0.08% -146 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,091 shares; 2024Q4: 6,785 shares; 2025Q1: 6,923 shares; 2025Q2: 6,952 shares; 2025Q3: 7,035 shares; 2025Q4: 7,172 shares; 2026Q1: 7,176 shares; 2026Q2: 9,563 shares 9,563 $681K 0.08% +2,387 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares; 2025Q3: 6,892 shares; 2025Q4: 6,892 shares; 2026Q1: 6,892 shares; 2026Q2: 29,856 shares 29,856 $668K 0.08% +22,964 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,375 shares; 2024Q4: 313,240 shares; 2025Q1: 246,959 shares; 2025Q2: 384,065 shares; 2025Q3: 284,874 shares; 2025Q4: 269,374 shares; 2026Q1: 152,689 shares; 2026Q2: 8,583 shares 8,583 $657K 0.08% -144,106 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 1,858 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,354 shares; 2025Q4: 1,352 shares; 2026Q1: 1,362 shares; 2026Q2: 1,759 shares 1,759 $648K 0.08% +397 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,098 shares; 2025Q1: 4,104 shares; 2025Q2: 4,033 shares; 2025Q3: 3,877 shares; 2025Q4: 3,808 shares; 2026Q1: 3,809 shares; 2026Q2: 3,659 shares 3,659 $648K 0.08% -150 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,530 shares; 2025Q4: 28,530 shares; 2026Q1: 28,554 shares; 2026Q2: 28,554 shares 28,554 $627K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,408 shares; 2024Q4: 4,414 shares; 2025Q1: 4,459 shares; 2025Q2: 4,587 shares; 2025Q3: 4,590 shares; 2025Q4: 4,383 shares; 2026Q1: 4,578 shares; 2026Q2: 4,682 shares 4,682 $602K 0.07% +104 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 221 shares; 2025Q2: 241 shares; 2025Q3: 332 shares; 2025Q4: 358 shares; 2026Q1: 488 shares; 2026Q2: 508 shares 508 $597K 0.07% +20 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,109 shares; 2025Q3: 2,083 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 1,960 shares 1,960 $594K 0.07% +91 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,078 shares; 2025Q1: 1,014 shares; 2025Q2: 837 shares; 2025Q3: 834 shares; 2025Q4: 836 shares; 2026Q1: 874 shares; 2026Q2: 913 shares 913 $585K 0.07% +39 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 778 shares; 2025Q2: 831 shares; 2025Q3: 1,017 shares; 2025Q4: 1,027 shares; 2026Q1: 1,480 shares; 2026Q2: 1,517 shares 1,517 $567K 0.07% +37 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,130 shares; 2025Q1: 1,145 shares; 2025Q2: 1,149 shares; 2025Q3: 1,221 shares; 2025Q4: 5,531 shares; 2026Q1: 5,803 shares; 2026Q2: 5,634 shares 5,634 $559K 0.07% -169 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,173 shares; 2024Q4: 8,412 shares; 2025Q1: 8,818 shares; 2025Q2: 9,112 shares; 2025Q3: 9,124 shares; 2025Q4: 5,587 shares; 2026Q1: 5,361 shares; 2026Q2: 5,072 shares 5,072 $540K 0.06% -289 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 3,839 shares; 2025Q1: 3,751 shares; 2025Q2: 3,808 shares; 2025Q3: 3,731 shares; 2025Q4: 4,655 shares; 2026Q1: 4,179 shares; 2026Q2: 4,067 shares 4,067 $538K 0.06% -112 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,893 shares; 2025Q1: 1,899 shares; 2025Q2: 1,923 shares; 2025Q3: 2,069 shares; 2025Q4: 2,102 shares; 2026Q1: 2,099 shares; 2026Q2: 1,887 shares 1,887 $510K 0.06% -212 Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,296 shares; 2024Q4: 30,753 shares; 2025Q1: 53,483 shares; 2025Q2: 53,483 shares; 2025Q3: 56,157 shares; 2025Q4: 52,376 shares; 2026Q1: 52,376 shares; 2026Q2: 52,376 shares 52,376 $508K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,507 shares; 2025Q1: 2,386 shares; 2025Q2: 2,361 shares; 2025Q3: 2,345 shares; 2025Q4: 2,359 shares; 2026Q1: 2,342 shares; 2026Q2: 2,141 shares 2,141 $507K 0.06% -201 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 12,553 shares; 2025Q2: 12,219 shares; 2025Q3: 11,939 shares; 2025Q4: 10,297 shares; 2026Q1: 10,006 shares; 2026Q2: 9,974 shares 9,974 $504K 0.06% -32 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,848 shares; 2025Q1: 1,745 shares; 2025Q2: 1,943 shares; 2025Q3: 2,772 shares; 2025Q4: 3,062 shares; 2026Q1: 3,143 shares; 2026Q2: 3,669 shares 3,669 $502K 0.06% +526 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,405 shares; 2025Q3: 1,522 shares; 2025Q4: 1,554 shares; 2026Q1: 1,478 shares; 2026Q2: 1,479 shares 1,479 $500K 0.06% +1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,346 shares; 2025Q1: 2,334 shares; 2025Q2: 2,377 shares; 2025Q3: 2,593 shares; 2025Q4: 2,570 shares; 2026Q1: 2,398 shares; 2026Q2: 2,667 shares 2,667 $493K 0.06% +269 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,407 shares; 2024Q4: 9,672 shares; 2025Q1: 8,464 shares; 2025Q2: 7,278 shares; 2025Q3: 4,835 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares; 2026Q2: 4,666 shares 4,666 $485K 0.06% -47 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,179 shares; 2025Q2: 1,223 shares; 2025Q3: 1,232 shares; 2025Q4: 1,345 shares; 2026Q1: 1,578 shares; 2026Q2: 1,609 shares 1,609 $480K 0.06% +31 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 6,966 shares; 2025Q1: 6,966 shares; 2025Q2: 7,414 shares; 2025Q3: 7,995 shares; 2025Q4: 8,255 shares; 2026Q1: 8,164 shares; 2026Q2: 8,364 shares 8,364 $477K 0.06% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 2,802 shares; 2025Q1: 2,814 shares; 2025Q2: 2,761 shares; 2025Q3: 3,124 shares; 2025Q4: 3,063 shares; 2026Q1: 3,260 shares; 2026Q2: 2,872 shares 2,872 $476K 0.06% -388 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 1,871 shares; 2025Q2: 1,897 shares; 2025Q3: 1,942 shares; 2025Q4: 1,688 shares; 2026Q1: 1,730 shares; 2026Q2: 1,732 shares 1,732 $466K 0.06% +2 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,290 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 3,013 shares; 2025Q4: 4,410 shares; 2026Q1: 5,156 shares; 2026Q2: 6,021 shares 6,021 $465K 0.06% +865 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,425 shares; 2025Q1: 16,715 shares; 2025Q2: 16,715 shares; 2025Q3: 16,715 shares; 2025Q4: 16,715 shares; 2026Q1: 16,715 shares; 2026Q2: 20,081 shares 20,081 $460K 0.05% +3,366 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,100 shares; 2025Q1: 1,101 shares; 2025Q2: 1,117 shares; 2025Q3: 1,352 shares; 2025Q4: 1,152 shares; 2026Q1: 1,137 shares; 2026Q2: 1,261 shares 1,261 $445K 0.05% +124 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 28 shares; 2025Q2: 55 shares; 2025Q3: 515 shares; 2025Q4: 764 shares; 2026Q1: 939 shares; 2026Q2: 1,013 shares 1,013 $439K 0.05% +74 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 4,452 shares; 2025Q1: 4,445 shares; 2025Q2: 4,412 shares; 2025Q3: 4,378 shares; 2025Q4: 2,990 shares; 2026Q1: 3,127 shares; 2026Q2: 2,890 shares 2,890 $424K 0.05% -237 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 201 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 1,092 shares; 2026Q1: 1,104 shares; 2026Q2: 1,136 shares 1,136 $420K 0.05% +32 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,889 shares; 2024Q4: 7,900 shares; 2025Q1: 7,834 shares; 2025Q2: 6,804 shares; 2025Q3: 7,352 shares; 2025Q4: 7,668 shares; 2026Q1: 8,265 shares; 2026Q2: 8,467 shares 8,467 $418K 0.05% +202 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,481 shares; 2025Q1: 2,519 shares; 2025Q2: 2,606 shares; 2025Q3: 2,521 shares; 2025Q4: 2,480 shares; 2026Q1: 4,170 shares; 2026Q2: 4,338 shares 4,338 $418K 0.05% +168 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 2,949 shares; 2025Q1: 3,164 shares; 2025Q2: 2,477 shares; 2025Q3: 2,416 shares; 2025Q4: 2,477 shares; 2026Q1: 2,578 shares; 2026Q2: 2,340 shares 2,340 $413K 0.05% -238 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 9,239 shares; 2026Q1: 9,087 shares; 2026Q2: 9,087 shares 9,087 $410K 0.05% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,870 shares; 2024Q4: 9,853 shares; 2025Q1: 9,452 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 8,456 shares; 2026Q1: 5,978 shares; 2026Q2: 5,891 shares 5,891 $409K 0.05% -87 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,430 shares; 2025Q4: 3,455 shares; 2026Q1: 3,460 shares; 2026Q2: 3,470 shares 3,470 $392K 0.05% +10 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,316 shares; 2024Q4: 13,355 shares; 2025Q1: 13,489 shares; 2025Q2: 13,517 shares; 2025Q3: 10,166 shares; 2025Q4: 10,281 shares; 2026Q1: 10,429 shares; 2026Q2: 10,608 shares 10,608 $383K 0.05% +179 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 5,530 shares; 2025Q1: 5,534 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares; 2025Q4: 5,534 shares; 2026Q1: 6,126 shares; 2026Q2: 7,618 shares 7,618 $383K 0.05% +1,492 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 3,912 shares; 2025Q1: 3,815 shares; 2025Q2: 3,959 shares; 2025Q3: 4,125 shares; 2025Q4: 4,107 shares; 2026Q1: 4,213 shares; 2026Q2: 4,042 shares 4,042 $379K 0.05% -171 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,718 shares; 2025Q2: 3,574 shares; 2025Q3: 3,524 shares; 2025Q4: 3,525 shares; 2026Q1: 3,674 shares; 2026Q2: 3,675 shares 3,675 $378K 0.05% +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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 7,201 shares 7,201 $377K 0.05% +7,010 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,246 shares; 2024Q4: 7,129 shares; 2025Q1: 7,130 shares; 2025Q2: 7,215 shares; 2025Q3: 7,366 shares; 2025Q4: 7,416 shares; 2026Q1: 7,521 shares; 2026Q2: 7,615 shares 7,615 $374K 0.04% +94 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,722 shares; 2025Q1: 4,717 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares; 2025Q4: 4,452 shares; 2026Q1: 4,452 shares; 2026Q2: 4,452 shares 4,452 $352K 0.04% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 109 shares; 2025Q4: 113 shares; 2026Q1: 111 shares; 2026Q2: 154 shares 154 $350K 0.04% +43 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,086 shares; 2024Q4: 7,020 shares; 2025Q1: 7,012 shares; 2025Q2: 7,029 shares; 2025Q3: 7,283 shares; 2025Q4: 2,499 shares; 2026Q1: 2,666 shares; 2026Q2: 2,568 shares 2,568 $348K 0.04% -98 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 510 shares; 2025Q2: 576 shares; 2025Q3: 960 shares; 2025Q4: 1,236 shares; 2026Q1: 1,302 shares; 2026Q2: 1,376 shares 1,376 $346K 0.04% +74 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,268 shares; 2025Q3: 9,268 shares; 2025Q4: 9,268 shares; 2026Q1: 9,268 shares; 2026Q2: 9,268 shares 9,268 $341K 0.04% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,620 shares; 2025Q1: 6,471 shares; 2025Q2: 8,556 shares; 2025Q3: 8,630 shares; 2025Q4: 8,731 shares; 2026Q1: 8,779 shares; 2026Q2: 13,466 shares 13,466 $340K 0.04% +4,687 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 289 shares; 2025Q2: 295 shares; 2025Q3: 315 shares; 2025Q4: 306 shares; 2026Q1: 337 shares; 2026Q2: 350 shares 350 $337K 0.04% +13 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 5,693 shares 5,693 $336K 0.04% new 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; 2024Q3: 22,482 shares; 2024Q4: 22,482 shares; 2025Q1: 22,482 shares; 2025Q2: 22,482 shares; 2025Q3: 10,952 shares; 2025Q4: 11,012 shares; 2026Q1: 11,052 shares; 2026Q2: 11,052 shares 11,052 $325K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,836 shares; 2025Q2: 1,834 shares; 2025Q3: 2,288 shares; 2025Q4: 2,158 shares; 2026Q1: 3,798 shares; 2026Q2: 4,088 shares 4,088 $320K 0.04% +290 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 498 shares; 2025Q1: 538 shares; 2025Q2: 541 shares; 2025Q3: 698 shares; 2025Q4: 712 shares; 2026Q1: 644 shares; 2026Q2: 634 shares 634 $315K 0.04% -10 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,087 shares 6,087 $313K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,919 shares; 2025Q3: 2,170 shares; 2025Q4: 2,189 shares; 2026Q1: 2,250 shares; 2026Q2: 2,302 shares 2,302 $312K 0.04% +52 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,025 shares; 2026Q1: 6,037 shares; 2026Q2: 6,072 shares 6,072 $311K 0.04% +35 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares; 2026Q2: 4,325 shares 4,325 $310K 0.04% -500 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares; 2026Q2: 7,350 shares 7,350 $304K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 1,946 shares; 2025Q1: 1,853 shares; 2025Q2: 1,826 shares; 2025Q3: 1,698 shares; 2025Q4: 1,260 shares; 2026Q1: 1,942 shares; 2026Q2: 2,070 shares 2,070 $303K 0.04% +128 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 706 shares; 2025Q2: 717 shares; 2025Q3: 776 shares; 2025Q4: 802 shares; 2026Q1: 805 shares; 2026Q2: 813 shares 813 $301K 0.04% +8 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,852 shares; 2024Q4: 6,874 shares; 2025Q1: 6,764 shares; 2025Q2: 6,718 shares; 2025Q3: 6,786 shares; 2025Q4: 1,124 shares; 2026Q1: 1,084 shares; 2026Q2: 1,102 shares 1,102 $300K 0.04% +18 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 4,861 shares; 2025Q1: 4,860 shares; 2025Q2: 4,673 shares; 2025Q3: 4,645 shares; 2025Q4: 4,788 shares; 2026Q1: 4,794 shares; 2026Q2: 3,721 shares 3,721 $294K 0.04% -1,073 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 2,937 shares; 2025Q1: 2,831 shares; 2025Q2: 2,891 shares; 2025Q3: 3,180 shares; 2025Q4: 2,980 shares; 2026Q1: 3,107 shares; 2026Q2: 2,813 shares 2,813 $292K 0.03% -294 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 31 shares; 2025Q4: 36 shares; 2026Q1: 779 shares; 2026Q2: 950 shares 950 $288K 0.03% +171 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 14,099 shares 14,099 $285K 0.03% +9,079 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; 2024Q3: not reported; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,051 shares; 2025Q3: 1,062 shares; 2025Q4: 1,053 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $284K 0.03% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,697 shares 9,697 $283K 0.03% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: 10,362 shares; 2025Q2: 10,396 shares; 2025Q3: 10,429 shares; 2025Q4: 10,473 shares; 2026Q1: 6,985 shares; 2026Q2: 12,739 shares 12,739 $282K 0.03% +5,754 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,694 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares; 2025Q4: 7,164 shares; 2026Q1: 7,164 shares; 2026Q2: 12,936 shares 12,936 $280K 0.03% +5,772 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,215 shares; 2025Q3: 1,347 shares; 2025Q4: 1,118 shares; 2026Q1: 1,272 shares; 2026Q2: 1,293 shares 1,293 $280K 0.03% +21 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 153 shares; 2025Q2: 156 shares; 2025Q3: 220 shares; 2025Q4: 229 shares; 2026Q1: 261 shares; 2026Q2: 277 shares 277 $280K 0.03% +16 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 672 shares; 2025Q1: 553 shares; 2025Q2: 471 shares; 2025Q3: 766 shares; 2025Q4: 603 shares; 2026Q1: 581 shares; 2026Q2: 673 shares 673 $280K 0.03% +92 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; 2024Q3: 645 shares; 2024Q4: 616 shares; 2025Q1: 591 shares; 2025Q2: 547 shares; 2025Q3: 642 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 548 shares 548 $275K 0.03% -27 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,481 shares; 2024Q4: 11,380 shares; 2025Q1: 11,978 shares; 2025Q2: 11,720 shares; 2025Q3: 11,952 shares; 2025Q4: 12,341 shares; 2026Q1: 12,304 shares; 2026Q2: 10,479 shares 10,479 $274K 0.03% -1,825 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,210 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares; 2026Q2: 13,890 shares 13,890 $271K 0.03% +5,955 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 1,381 shares; 2025Q3: 1,443 shares; 2025Q4: 1,863 shares; 2026Q1: 1,857 shares; 2026Q2: 3,582 shares 3,582 $270K 0.03% +1,725 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares; 2026Q2: 4,053 shares 4,053 $269K 0.03% +5 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,623 shares; 2025Q3: 3,479 shares; 2025Q4: 3,443 shares; 2026Q1: 3,491 shares; 2026Q2: 4,444 shares 4,444 $265K 0.03% +953 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 3,676 shares; 2025Q3: 3,696 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares; 2026Q2: 3,691 shares 3,691 $264K 0.03% -1 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 4,253 shares 4,253 $264K 0.03% +3,092 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 170 shares; 2025Q2: 77 shares; 2025Q3: 90 shares; 2025Q4: 126 shares; 2026Q1: 135 shares; 2026Q2: 132 shares 132 $263K 0.03% -3 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,676 shares; 2024Q4: 23,806 shares; 2025Q1: 23,954 shares; 2025Q2: 24,148 shares; 2025Q3: 24,323 shares; 2025Q4: 24,406 shares; 2026Q1: 24,475 shares; 2026Q2: 24,588 shares 24,588 $261K 0.03% +113 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; 2024Q3: 3,960 shares; 2024Q4: 3,963 shares; 2025Q1: 3,984 shares; 2025Q2: 4,027 shares; 2025Q3: 3,814 shares; 2025Q4: 3,684 shares; 2026Q1: 3,722 shares; 2026Q2: 3,804 shares 3,804 $260K 0.03% +82 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,670 shares; 2025Q3: 2,339 shares; 2025Q4: 2,608 shares; 2026Q1: 2,843 shares; 2026Q2: 3,169 shares 3,169 $258K 0.03% +326 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; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 2,648 shares; 2025Q4: 4,558 shares; 2026Q1: 4,558 shares; 2026Q2: 4,558 shares 4,558 $257K 0.03% 0 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; 2024Q3: not reported; 2024Q4: 7,593 shares; 2025Q1: 7,594 shares; 2025Q2: 7,664 shares; 2025Q3: 7,974 shares; 2025Q4: 7,776 shares; 2026Q1: 7,965 shares; 2026Q2: 8,035 shares 8,035 $257K 0.03% +70 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,446 shares; 2025Q3: 1,505 shares; 2025Q4: 1,545 shares; 2026Q1: 1,529 shares; 2026Q2: 1,569 shares 1,569 $254K 0.03% +40 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,352 shares; 2025Q2: 1,423 shares; 2025Q3: 2,020 shares; 2025Q4: 2,026 shares; 2026Q1: 1,914 shares; 2026Q2: 1,995 shares 1,995 $253K 0.03% +81 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,456 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,566 shares; 2026Q1: 1,591 shares; 2026Q2: 1,603 shares 1,603 $251K 0.03% +12 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 846 shares; 2025Q3: 944 shares; 2025Q4: 945 shares; 2026Q1: 956 shares; 2026Q2: 1,771 shares 1,771 $251K 0.03% +815 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032 shares; 2024Q4: 2,139 shares; 2025Q1: 2,002 shares; 2025Q2: 1,357 shares; 2025Q3: 1,601 shares; 2025Q4: 1,742 shares; 2026Q1: 1,833 shares; 2026Q2: 1,652 shares 1,652 $250K 0.03% -181 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,932 shares; 2024Q4: 8,681 shares; 2025Q1: 8,623 shares; 2025Q2: 8,986 shares; 2025Q3: 9,107 shares; 2025Q4: 9,525 shares; 2026Q1: 10,522 shares; 2026Q2: 10,105 shares 10,105 $243K 0.03% -417 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 282 shares; 2025Q3: 283 shares; 2025Q4: 286 shares; 2026Q1: 289 shares; 2026Q2: 290 shares 290 $241K 0.03% +1 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; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,419 shares; 2025Q2: 2,399 shares; 2025Q3: 2,423 shares; 2025Q4: 2,734 shares; 2026Q1: 2,725 shares; 2026Q2: 2,745 shares 2,745 $239K 0.03% +20 Timeline GPIX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 3,387 shares; 2026Q2: 4,234 shares 4,234 $235K 0.03% +847 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,367 shares; 2025Q4: 29,367 shares; 2026Q1: 29,367 shares; 2026Q2: 29,367 shares 29,367 $231K 0.03% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 823 shares; 2025Q1: 835 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 806 shares; 2026Q1: 760 shares; 2026Q2: 773 shares 773 $231K 0.03% +13 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,326 shares; 2025Q1: 1,361 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 3,285 shares; 2026Q1: 3,633 shares; 2026Q2: 3,406 shares 3,406 $229K 0.03% -227 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,413 shares; 2024Q4: 9,182 shares; 2025Q1: 3,779 shares; 2025Q2: 3,599 shares; 2025Q3: 3,015 shares; 2025Q4: 3,041 shares; 2026Q1: 2,348 shares; 2026Q2: 2,307 shares 2,307 $229K 0.03% -41 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 2,581 shares; 2026Q1: 2,581 shares; 2026Q2: 2,581 shares 2,581 $229K 0.03% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,418 shares; 2025Q2: 2,433 shares; 2025Q3: 2,416 shares; 2025Q4: 2,427 shares; 2026Q1: 2,429 shares; 2026Q2: 5,561 shares 5,561 $226K 0.03% +3,132 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,064 shares; 2025Q1: 7,144 shares; 2025Q2: 7,476 shares; 2025Q3: 7,521 shares; 2025Q4: 9,994 shares; 2026Q1: 10,516 shares; 2026Q2: 10,904 shares 10,904 $226K 0.03% +388 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,833 shares; 2024Q4: 14,833 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 11,140 shares; 2026Q2: 11,140 shares 11,140 $224K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,444 shares; 2024Q4: 7,476 shares; 2025Q1: 7,701 shares; 2025Q2: 951 shares; 2025Q3: 1,339 shares; 2025Q4: 1,349 shares; 2026Q1: 3,969 shares; 2026Q2: 4,428 shares 4,428 $224K 0.03% +459 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares; 2026Q2: 1,976 shares 1,976 $222K 0.03% +4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 432 shares; 2025Q2: 451 shares; 2025Q3: 643 shares; 2025Q4: 672 shares; 2026Q1: 654 shares; 2026Q2: 775 shares 775 $218K 0.03% +121 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 200 shares; 2025Q2: 222 shares; 2025Q3: 250 shares; 2025Q4: 2,766 shares; 2026Q1: 3,360 shares; 2026Q2: 3,049 shares 3,049 $218K 0.03% -311 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; 2024Q3: not reported; 2024Q4: 9,552 shares; 2025Q1: 9,621 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $216K 0.03% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 6,219 shares; 2025Q1: 5,843 shares; 2025Q2: 5,452 shares; 2025Q3: 4,292 shares; 2025Q4: 4,050 shares; 2026Q1: 3,961 shares; 2026Q2: 3,971 shares 3,971 $215K 0.03% +10 Timeline VBCA VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,785 shares 2,785 $211K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 616 shares; 2025Q2: 618 shares; 2025Q3: 620 shares; 2025Q4: 622 shares; 2026Q1: 699 shares; 2026Q2: 701 shares 701 $210K 0.03% +2 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,967 shares; 2025Q1: 4,971 shares; 2025Q2: 4,808 shares; 2025Q3: 4,812 shares; 2025Q4: 4,814 shares; 2026Q1: 4,228 shares; 2026Q2: 4,228 shares 4,228 $207K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 18 shares; 2026Q2: 364 shares 364 $204K 0.02% +346 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: 2,601 shares; 2025Q2: 2,981 shares; 2025Q3: 4,125 shares; 2025Q4: 5,107 shares; 2026Q1: 5,214 shares; 2026Q2: 6,080 shares 6,080 $202K 0.02% +866 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,660 shares 3,660 $202K 0.02% new 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; 2024Q3: 1,440 shares; 2024Q4: 1,245 shares; 2025Q1: 986 shares; 2025Q2: 994 shares; 2025Q3: 1,053 shares; 2025Q4: 974 shares; 2026Q1: 1,012 shares; 2026Q2: 983 shares 983 $202K 0.02% -29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,254 shares; 2025Q2: 2,347 shares; 2025Q3: 2,616 shares; 2025Q4: 991 shares; 2026Q1: 1,016 shares; 2026Q2: 1,049 shares 1,049 $199K 0.02% +33 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 631 shares; 2025Q3: 801 shares; 2025Q4: 818 shares; 2026Q1: 839 shares; 2026Q2: 865 shares 865 $196K 0.02% +26 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,171 shares; 2025Q1: 1,168 shares; 2025Q2: 1,201 shares; 2025Q3: 1,255 shares; 2025Q4: 1,259 shares; 2026Q1: 1,271 shares; 2026Q2: 1,280 shares 1,280 $194K 0.02% +9 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; 2024Q3: 3,777 shares; 2024Q4: 487 shares; 2025Q1: 481 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 477 shares; 2026Q1: 2,280 shares; 2026Q2: 2,416 shares 2,416 $194K 0.02% +136 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 4,550 shares 4,550 $190K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,775 shares; 2024Q4: 45,718 shares; 2025Q1: 49,062 shares; 2025Q2: 42,388 shares; 2025Q3: 1,326 shares; 2025Q4: 1,541 shares; 2026Q1: 859 shares; 2026Q2: 747 shares 747 $188K 0.02% -112 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 1,026 shares; 2025Q3: 973 shares; 2025Q4: 972 shares; 2026Q1: 929 shares; 2026Q2: 943 shares 943 $188K 0.02% +14 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,710 shares; 2026Q1: 1,894 shares; 2026Q2: 1,888 shares 1,888 $188K 0.02% -6 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $187K 0.02% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,127 shares 1,127 $187K 0.02% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 78 shares; 2026Q2: 1,046 shares 1,046 $186K 0.02% +968 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,300 shares; 2025Q2: 3,315 shares; 2025Q3: 3,442 shares; 2025Q4: 3,486 shares; 2026Q1: 2,845 shares; 2026Q2: 2,730 shares 2,730 $185K 0.02% -115 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares; 2026Q2: 8,082 shares 8,082 $183K 0.02% +3,612 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 4,173 shares; 2026Q1: 4,173 shares; 2026Q2: 7,577 shares 7,577 $183K 0.02% +3,404 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 148 shares; 2025Q4: 193 shares; 2026Q1: 179 shares; 2026Q2: 185 shares 185 $178K 0.02% +6 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,174 shares 1,174 $173K 0.02% +3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 1,607 shares; 2025Q2: 2,077 shares; 2025Q3: 4,134 shares; 2025Q4: 3,963 shares; 2026Q1: 3,799 shares; 2026Q2: 1,476 shares 1,476 $172K 0.02% -2,323 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,507 shares; 2024Q4: 44,841 shares; 2025Q1: 1,543 shares; 2025Q2: 895 shares; 2025Q3: 1,850 shares; 2025Q4: 3,267 shares; 2026Q1: 2,750 shares; 2026Q2: 2,727 shares 2,727 $172K 0.02% -23 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,303 shares; 2025Q2: 1,687 shares; 2025Q3: 1,766 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 3,595 shares 3,595 $172K 0.02% +1,821 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 4,425 shares; 2026Q2: 4,425 shares 4,425 $171K 0.02% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares; 2026Q2: 7,787 shares 7,787 $170K 0.02% +5,317 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 7,322 shares 7,322 $170K 0.02% +5,022 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 421 shares; 2025Q2: 427 shares; 2025Q3: 462 shares; 2025Q4: 496 shares; 2026Q1: 512 shares; 2026Q2: 532 shares 532 $169K 0.02% +20 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 339 shares; 2026Q2: 2,038 shares 2,038 $168K 0.02% +1,699 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $168K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,011 shares; 2025Q4: 2,007 shares; 2026Q1: 2,018 shares; 2026Q2: 2,012 shares 2,012 $168K 0.02% -6 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 279 shares; 2025Q3: 377 shares; 2025Q4: 307 shares; 2026Q1: 438 shares; 2026Q2: 394 shares 394 $168K 0.02% -44 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 593 shares 593 $164K 0.02% +498 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 443 shares; 2025Q1: 425 shares; 2025Q2: 453 shares; 2025Q3: 458 shares; 2025Q4: 492 shares; 2026Q1: 418 shares; 2026Q2: 399 shares 399 $163K 0.02% -19 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 151 shares; 2025Q2: 134 shares; 2025Q3: 148 shares; 2025Q4: 145 shares; 2026Q1: 125 shares; 2026Q2: 141 shares 141 $160K 0.02% +16 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 56 shares; 2025Q3: 215 shares; 2025Q4: 233 shares; 2026Q1: 242 shares; 2026Q2: 621 shares 621 $159K 0.02% +379 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; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $158K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 35 shares; 2025Q4: 45 shares; 2026Q1: 50 shares; 2026Q2: 522 shares 522 $157K 0.02% +472 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 713 shares 713 $156K 0.02% +3 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 210 shares; 2025Q2: 164 shares; 2025Q3: 271 shares; 2025Q4: 332 shares; 2026Q1: 319 shares; 2026Q2: 521 shares 521 $155K 0.02% +202 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,411 shares; 2025Q1: 4,467 shares; 2025Q2: 3,620 shares; 2025Q3: 107 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,735 shares 1,735 $154K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 868 shares; 2025Q1: 839 shares; 2025Q2: 869 shares; 2025Q3: 806 shares; 2025Q4: 869 shares; 2026Q1: 849 shares; 2026Q2: 698 shares 698 $154K 0.02% -151 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,330 shares; 2024Q4: 32,330 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 27,330 shares; 2025Q4: 27,330 shares; 2026Q1: 27,330 shares; 2026Q2: 27,330 shares 27,330 $153K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,771 shares; 2026Q1: 2,847 shares; 2026Q2: 2,847 shares 2,847 $152K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $152K 0.02% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 2,746 shares; 2025Q1: 2,636 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,355 shares; 2026Q1: 1,702 shares; 2026Q2: 1,785 shares 1,785 $151K 0.02% +83 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 1,134 shares; 2025Q2: 1,172 shares; 2025Q3: 1,216 shares; 2025Q4: 1,197 shares; 2026Q1: 1,258 shares; 2026Q2: 1,350 shares 1,350 $149K 0.02% +92 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 482 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 574 shares; 2026Q2: 1,946 shares 1,946 $149K 0.02% +1,372 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 562 shares; 2025Q2: 581 shares; 2025Q3: 646 shares; 2025Q4: 778 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $147K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,869 shares; 2026Q1: 2,888 shares; 2026Q2: 2,950 shares 2,950 $146K 0.02% +62 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 297 shares; 2025Q2: 305 shares; 2025Q3: 568 shares; 2025Q4: 607 shares; 2026Q1: 616 shares; 2026Q2: 698 shares 698 $146K 0.02% +82 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 374 shares; 2026Q1: 414 shares; 2026Q2: 425 shares 425 $145K 0.02% +11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 545 shares; 2025Q3: 866 shares; 2025Q4: 914 shares; 2026Q1: 971 shares; 2026Q2: 1,032 shares 1,032 $144K 0.02% +61 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 138 shares; 2025Q4: 129 shares; 2026Q1: 250 shares; 2026Q2: 277 shares 277 $144K 0.02% +27 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,176 shares; 2025Q2: 1,179 shares; 2025Q3: 1,268 shares; 2025Q4: 1,296 shares; 2026Q1: 1,299 shares; 2026Q2: 1,303 shares 1,303 $142K 0.02% +4 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373 $141K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,026 shares; 2025Q3: 1,019 shares; 2025Q4: 1,000 shares; 2026Q1: 1,068 shares; 2026Q2: 1,258 shares 1,258 $138K 0.02% +190 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 89 shares; 2025Q2: 94 shares; 2025Q3: 129 shares; 2025Q4: 134 shares; 2026Q1: 136 shares; 2026Q2: 141 shares 141 $138K 0.02% +5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 2,081 shares; 2026Q2: 1,976 shares 1,976 $136K 0.02% -105 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 1,556 shares 1,556 $134K 0.02% +1,297 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 70 shares; 2025Q2: 102 shares; 2025Q3: 302 shares; 2025Q4: 188 shares; 2026Q1: 284 shares; 2026Q2: 392 shares 392 $134K 0.02% +108 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 882 shares; 2025Q1: 883 shares; 2025Q2: 915 shares; 2025Q3: 1,098 shares; 2025Q4: 1,128 shares; 2026Q1: 1,067 shares; 2026Q2: 1,127 shares 1,127 $133K 0.02% +60 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,916 shares; 2025Q1: 8,288 shares; 2025Q2: 8,234 shares; 2025Q3: 9,095 shares; 2025Q4: 9,265 shares; 2026Q1: 9,083 shares; 2026Q2: 9,448 shares 9,448 $131K 0.02% +365 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,723 shares; 2026Q1: 5,723 shares; 2026Q2: 5,723 shares 5,723 $131K 0.02% 0 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares; 2026Q2: 1,966 shares 1,966 $131K 0.02% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $131K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 176 shares; 2026Q1: 847 shares; 2026Q2: 918 shares 918 $131K 0.02% +71 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,386 shares; 2025Q3: 1,611 shares; 2025Q4: 1,573 shares; 2026Q1: 1,698 shares; 2026Q2: 1,748 shares 1,748 $130K 0.02% +50 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $128K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 744 shares; 2025Q1: 772 shares; 2025Q2: 894 shares; 2025Q3: 1,559 shares; 2025Q4: 2,360 shares; 2026Q1: 2,643 shares; 2026Q2: 3,019 shares 3,019 $128K 0.02% +376 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 343 shares; 2025Q2: 402 shares; 2025Q3: 409 shares; 2025Q4: 398 shares; 2026Q1: 432 shares; 2026Q2: 371 shares 371 $128K 0.02% -61 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,585 shares 4,585 $126K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 54 shares; 2025Q2: 75 shares; 2025Q3: 263 shares; 2025Q4: 313 shares; 2026Q1: 292 shares; 2026Q2: 373 shares 373 $125K 0.01% +81 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,230 shares; 2025Q3: 2,513 shares; 2025Q4: 2,505 shares; 2026Q1: 2,671 shares; 2026Q2: 2,761 shares 2,761 $125K 0.01% +90 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 229 shares; 2025Q2: 184 shares; 2025Q3: 280 shares; 2025Q4: 290 shares; 2026Q1: 299 shares; 2026Q2: 312 shares 312 $124K 0.01% +13 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,013 shares; 2025Q3: 934 shares; 2025Q4: 996 shares; 2026Q1: 320 shares; 2026Q2: 384 shares 384 $121K 0.01% +64 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 166 shares; 2025Q3: 226 shares; 2025Q4: 224 shares; 2026Q1: 235 shares; 2026Q2: 278 shares 278 $120K 0.01% +43 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,910 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $117K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,267 shares; 2025Q2: 1,081 shares; 2025Q3: 1,004 shares; 2025Q4: 1,013 shares; 2026Q1: 1,009 shares; 2026Q2: 1,015 shares 1,015 $116K 0.01% +6 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,595 shares 4,595 $116K 0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,552 shares 5,552 $116K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,082 shares; 2025Q2: 1,138 shares; 2025Q3: 1,267 shares; 2025Q4: 1,373 shares; 2026Q1: 1,203 shares; 2026Q2: 1,505 shares 1,505 $114K 0.01% +302 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 46 shares; 2025Q4: 45 shares; 2026Q1: 52 shares; 2026Q2: 36 shares 36 $114K 0.01% -16 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 2,313 shares; 2025Q1: 1,336 shares; 2025Q2: 1,262 shares; 2025Q3: 446 shares; 2025Q4: 445 shares; 2026Q1: 518 shares; 2026Q2: 517 shares 517 $113K 0.01% -1 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,220 shares; 2025Q3: 2,291 shares; 2025Q4: 2,353 shares; 2026Q1: 2,406 shares; 2026Q2: 2,393 shares 2,393 $111K 0.01% -13 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,769 shares; 2025Q4: 3,769 shares; 2026Q1: 3,860 shares; 2026Q2: 3,986 shares 3,986 $110K 0.01% +126 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $110K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 687 shares; 2026Q2: 688 shares 688 $109K 0.01% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 79 shares; 2025Q4: 104 shares; 2026Q1: 101 shares; 2026Q2: 3,708 shares 3,708 $109K 0.01% +3,607 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 275 shares; 2025Q4: 439 shares; 2026Q1: 301 shares; 2026Q2: 649 shares 649 $108K 0.01% +348 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $107K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,879 shares; 2024Q4: 5,895 shares; 2025Q1: 7,939 shares; 2025Q2: 6,385 shares; 2025Q3: 6,224 shares; 2025Q4: 4,593 shares; 2026Q1: 4,209 shares; 2026Q2: 2,114 shares 2,114 $107K 0.01% -2,095 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 329 shares; 2025Q2: 325 shares; 2025Q3: 336 shares; 2025Q4: 233 shares; 2026Q1: 240 shares; 2026Q2: 164 shares 164 $105K 0.01% -76 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $104K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 487 shares; 2025Q3: 580 shares; 2025Q4: 600 shares; 2026Q1: 682 shares; 2026Q2: 721 shares 721 $103K 0.01% +39 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 198 shares; 2025Q2: 30 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 128 shares; 2026Q2: 135 shares 135 $103K 0.01% +7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 574 shares; 2025Q2: 660 shares; 2025Q3: 1,134 shares; 2025Q4: 866 shares; 2026Q1: 982 shares; 2026Q2: 1,129 shares 1,129 $102K 0.01% +147 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,934 shares; 2024Q4: 5,946 shares; 2025Q1: 3,587 shares; 2025Q2: 3,908 shares; 2025Q3: 2,581 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 1,494 shares 1,494 $102K 0.01% +30 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,845 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $102K 0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,558 shares; 2025Q3: 4,614 shares; 2025Q4: 4,726 shares; 2026Q1: 4,863 shares; 2026Q2: 4,816 shares 4,816 $102K 0.01% -47 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $102K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 63 shares; 2025Q2: 128 shares; 2025Q3: 139 shares; 2025Q4: 377 shares; 2026Q1: 477 shares; 2026Q2: 557 shares 557 $101K 0.01% +80 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 513 shares; 2025Q3: 495 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 482 shares 482 $100K 0.01% +2 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $100K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 770 shares; 2025Q1: 801 shares; 2025Q2: 814 shares; 2025Q3: 833 shares; 2025Q4: 853 shares; 2026Q1: 887 shares; 2026Q2: 512 shares 512 $99.5K 0.01% -375 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $98.8K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 552 shares; 2025Q2: 565 shares; 2025Q3: 673 shares; 2025Q4: 647 shares; 2026Q1: 649 shares; 2026Q2: 605 shares 605 $96.7K 0.01% -44 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,133 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $94.1K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 326 shares; 2025Q3: 1,242 shares; 2025Q4: 881 shares; 2026Q1: 976 shares; 2026Q2: 982 shares 982 $94K 0.01% +6 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares; 2026Q2: 492 shares 492 $93.3K 0.01% +8 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,890 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares; 2026Q1: 3,820 shares; 2026Q2: 3,820 shares 3,820 $92.6K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 388 shares; 2025Q2: 421 shares; 2025Q3: 427 shares; 2025Q4: 440 shares; 2026Q1: 485 shares; 2026Q2: 413 shares 413 $92K 0.01% -72 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 180 shares; 2025Q2: 213 shares; 2025Q3: 376 shares; 2025Q4: 1,065 shares; 2026Q1: 1,136 shares; 2026Q2: 855 shares 855 $91.9K 0.01% -281 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares; 2026Q2: 4,294 shares 4,294 $91.2K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,860 shares; 2025Q1: 1,937 shares; 2025Q2: 1,940 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 3,733 shares; 2026Q2: 3,420 shares 3,420 $90.6K 0.01% -313 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 581 shares 581 $90.1K 0.01% +19 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,348 shares; 2025Q1: 1,349 shares; 2025Q2: 1,350 shares; 2025Q3: 1,351 shares; 2025Q4: 1,243 shares; 2026Q1: 991 shares; 2026Q2: 881 shares 881 $90.1K 0.01% -110 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 304 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 336 shares; 2026Q1: 291 shares; 2026Q2: 344 shares 344 $89.7K 0.01% +53 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,090 shares 1,090 $89K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 1,005 shares 1,005 $88.3K 0.01% +804 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 217 shares; 2025Q2: 224 shares; 2025Q3: 269 shares; 2025Q4: 274 shares; 2026Q1: 278 shares; 2026Q2: 225 shares 225 $87.7K 0.01% -53 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares 1,931 $87.5K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 63 shares; 2025Q2: 958 shares; 2025Q3: 1,197 shares; 2025Q4: 1,154 shares; 2026Q1: 1,171 shares; 2026Q2: 948 shares 948 $87.3K 0.01% -223 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 380 shares; 2025Q2: 281 shares; 2025Q3: 292 shares; 2025Q4: 390 shares; 2026Q1: 423 shares; 2026Q2: 451 shares 451 $85.9K 0.01% +28 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; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 242 shares 242 $85.8K 0.01% +206 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 65 shares; 2025Q3: 71 shares; 2025Q4: 597 shares; 2026Q1: 657 shares; 2026Q2: 678 shares 678 $85.7K 0.01% +21 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,353 shares; 2025Q3: 1,729 shares; 2025Q4: 1,473 shares; 2026Q1: 1,479 shares; 2026Q2: 1,709 shares 1,709 $85.2K 0.01% +230 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 122 shares; 2025Q4: 208 shares; 2026Q1: 230 shares; 2026Q2: 235 shares 235 $85.1K 0.01% +5 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 224 shares; 2025Q2: 274 shares; 2025Q3: 636 shares; 2025Q4: 728 shares; 2026Q1: 671 shares; 2026Q2: 819 shares 819 $84.7K 0.01% +148 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 392 shares; 2025Q2: 400 shares; 2025Q3: 471 shares; 2025Q4: 475 shares; 2026Q1: 495 shares; 2026Q2: 515 shares 515 $83.9K 0.01% +20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 450 shares; 2025Q4: 455 shares; 2026Q1: 449 shares; 2026Q2: 494 shares 494 $83.5K 0.01% +45 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $83.3K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $82.8K 0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 489 shares 489 $82.4K 0.01% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 95 shares; 2025Q3: 63 shares; 2025Q4: 69 shares; 2026Q1: 118 shares; 2026Q2: 129 shares 129 $81.8K 0.01% +11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 161 shares; 2025Q2: 171 shares; 2025Q3: 218 shares; 2025Q4: 248 shares; 2026Q1: 254 shares; 2026Q2: 260 shares 260 $81.4K 0.01% +6 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 241 shares; 2025Q4: 221 shares; 2026Q1: 239 shares; 2026Q2: 246 shares 246 $81.2K 0.01% +7 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,020 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares; 2025Q4: 3,247 shares; 2026Q1: 3,277 shares; 2026Q2: 3,326 shares 3,326 $80.5K 0.01% +49 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,499 shares; 2025Q1: 1,729 shares; 2025Q2: 1,815 shares; 2025Q3: 1,544 shares; 2025Q4: 1,569 shares; 2026Q1: 1,583 shares; 2026Q2: 1,683 shares 1,683 $80K 0.01% +100 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 444 shares; 2025Q2: 452 shares; 2025Q3: 455 shares; 2025Q4: 464 shares; 2026Q1: 466 shares; 2026Q2: 456 shares 456 $79.5K 0.01% -10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 268 shares; 2025Q2: 358 shares; 2025Q3: 318 shares; 2025Q4: 287 shares; 2026Q1: 430 shares; 2026Q2: 505 shares 505 $79.1K 0.01% +75 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,006 shares 1,006 $78.6K 0.01% -19 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,017 shares 3,017 $77.7K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 4,190 shares 4,190 $77.6K 0.01% +4,000 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $76.8K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,896 shares; 2024Q4: 2,808 shares; 2025Q1: 2,828 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 3,127 shares; 2026Q1: 761 shares; 2026Q2: 751 shares 751 $76.7K 0.01% -10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 212 shares; 2025Q3: 304 shares; 2025Q4: 272 shares; 2026Q1: 274 shares; 2026Q2: 311 shares 311 $76.6K 0.01% +37 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $76.4K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 46 shares; 2025Q3: 191 shares; 2025Q4: 196 shares; 2026Q1: 225 shares; 2026Q2: 290 shares 290 $75.4K 0.01% +65 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 195 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 237 shares; 2026Q1: 272 shares; 2026Q2: 293 shares 293 $74.9K 0.01% +21 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 779 shares; 2025Q3: 1,109 shares; 2025Q4: 791 shares; 2026Q1: 879 shares; 2026Q2: 895 shares 895 $74.8K 0.01% +16 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; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 155 shares; 2025Q3: 214 shares; 2025Q4: 229 shares; 2026Q1: 236 shares; 2026Q2: 231 shares 231 $73.2K 0.01% -5 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 213 shares; 2025Q2: 272 shares; 2025Q3: 325 shares; 2025Q4: 229 shares; 2026Q1: 222 shares; 2026Q2: 194 shares 194 $72.8K 0.01% -28 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 173 shares; 2026Q2: 193 shares 193 $72.4K 0.01% +20 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 875 shares; 2025Q2: 932 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 972 shares; 2026Q2: 933 shares 933 $72.3K 0.01% -39 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,843 shares; 2025Q4: 2,571 shares; 2026Q1: 2,833 shares; 2026Q2: 2,845 shares 2,845 $72.1K 0.01% +12 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; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $72K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 363 shares; 2025Q2: 412 shares; 2025Q3: 657 shares; 2025Q4: 1,346 shares; 2026Q1: 1,257 shares; 2026Q2: 1,353 shares 1,353 $71.9K 0.01% +96 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 611 shares; 2025Q4: 607 shares; 2026Q1: 642 shares; 2026Q2: 618 shares 618 $71.8K 0.01% -24 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 241 shares; 2025Q3: 317 shares; 2025Q4: 263 shares; 2026Q1: 293 shares; 2026Q2: 301 shares 301 $71.6K 0.01% +8 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; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 9,795 shares; 2025Q4: 9,700 shares; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $71.1K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $71.1K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,475 shares; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares 1,462 $70.8K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,329 shares; 2025Q2: 2,377 shares; 2025Q3: 2,424 shares; 2025Q4: 2,428 shares; 2026Q1: 2,351 shares; 2026Q2: 2,478 shares 2,478 $69.9K 0.01% +127 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 1,063 shares 1,063 $69.7K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 231 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 413 shares; 2026Q1: 364 shares; 2026Q2: 319 shares 319 $69.7K 0.01% -45 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 286 shares; 2025Q3: 629 shares; 2025Q4: 646 shares; 2026Q1: 672 shares; 2026Q2: 1,364 shares 1,364 $69.7K 0.01% +692 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 1,631 shares 1,631 $69.6K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 132 shares; 2025Q2: 72 shares; 2025Q3: 410 shares; 2025Q4: 297 shares; 2026Q1: 400 shares; 2026Q2: 408 shares 408 $69.3K 0.01% +8 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 540 shares; 2025Q2: 702 shares; 2025Q3: 748 shares; 2025Q4: 924 shares; 2026Q1: 946 shares; 2026Q2: 1,077 shares 1,077 $67.7K 0.01% +131 Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,315 shares; 2026Q2: 3,315 shares 3,315 $67.1K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 442 shares; 2025Q2: 470 shares; 2025Q3: 508 shares; 2025Q4: 535 shares; 2026Q1: 500 shares; 2026Q2: 513 shares 513 $67K 0.01% +13 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 212 shares; 2025Q2: 216 shares; 2025Q3: 239 shares; 2025Q4: 262 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $66.9K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 216 shares; 2025Q3: 226 shares; 2025Q4: 267 shares; 2026Q1: 277 shares; 2026Q2: 239 shares 239 $66.6K 0.01% -38 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 175 shares; 2025Q4: 180 shares; 2026Q1: 191 shares; 2026Q2: 187 shares 187 $66.2K 0.01% -4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 376 shares; 2025Q2: 393 shares; 2025Q3: 426 shares; 2025Q4: 432 shares; 2026Q1: 471 shares; 2026Q2: 386 shares 386 $65.7K 0.01% -85 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,411 shares; 2026Q1: 1,415 shares; 2026Q2: 1,418 shares 1,418 $65.3K 0.01% +3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 372 shares; 2025Q2: 442 shares; 2025Q3: 783 shares; 2025Q4: 841 shares; 2026Q1: 964 shares; 2026Q2: 719 shares 719 $63.1K 0.01% -245 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 196 shares; 2025Q3: 319 shares; 2025Q4: 326 shares; 2026Q1: 391 shares; 2026Q2: 426 shares 426 $62.3K 0.01% +35 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $62.1K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $61.9K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $61.1K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 167 shares; 2026Q1: 171 shares; 2026Q2: 183 shares 183 $60.5K 0.01% +12 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $60.4K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $60K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 1,472 shares 1,472 $59.6K 0.01% +26 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $59.3K 0.01% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328 shares; 2026Q1: 1,495 shares; 2026Q2: 1,688 shares 1,688 $59.3K 0.01% +193 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 426 shares; 2025Q3: 656 shares; 2025Q4: 435 shares; 2026Q1: 539 shares; 2026Q2: 692 shares 692 $58.5K 0.01% +153 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 208 shares; 2025Q3: 266 shares; 2025Q4: 251 shares; 2026Q1: 289 shares; 2026Q2: 290 shares 290 $58.5K 0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 352 shares; 2025Q2: 449 shares; 2025Q3: 479 shares; 2025Q4: 348 shares; 2026Q1: 199 shares; 2026Q2: 200 shares 200 $58.2K 0.01% +1 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares; 2026Q1: 1,436 shares; 2026Q2: 1,559 shares 1,559 $58.1K 0.01% +123 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 67 shares; 2025Q2: 65 shares; 2025Q3: 393 shares; 2025Q4: 439 shares; 2026Q1: 492 shares; 2026Q2: 460 shares 460 $58.1K 0.01% -32 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $57.7K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 114 shares 114 $57.6K 0.01% +2 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 818 shares 818 $57.3K 0.01% -4 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $56.4K 0.01% 0 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 2,116 shares; 2025Q2: 2,194 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,544 shares; 2026Q2: 2,587 shares 2,587 $56.4K 0.01% +43 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,529 shares; 2025Q2: 2,525 shares; 2025Q3: 3,992 shares; 2025Q4: 4,026 shares; 2026Q1: 3,554 shares; 2026Q2: 2,291 shares 2,291 $56.3K 0.01% -1,263 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 75 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 80 shares; 2026Q1: 62 shares; 2026Q2: 33 shares 33 $56K 0.01% -29 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 284 shares 284 $56K 0.01% +6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 44 shares; 2025Q3: 69 shares; 2025Q4: 72 shares; 2026Q1: 89 shares; 2026Q2: 74 shares 74 $55.9K 0.01% -15 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $55.9K 0.01% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $55.6K 0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $55.1K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 318 shares; 2025Q4: 251 shares; 2026Q1: 224 shares; 2026Q2: 256 shares 256 $54.6K 0.01% +32 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 184 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 301 shares; 2026Q1: 297 shares; 2026Q2: 310 shares 310 $54.5K 0.01% +13 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 122 shares 122 $54.3K 0.01% +2 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 48 shares; 2025Q3: 86 shares; 2025Q4: 99 shares; 2026Q1: 64 shares; 2026Q2: 105 shares 105 $54.1K 0.01% +41 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,550 shares; 2026Q2: 896 shares 896 $53.9K 0.01% -654 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,270 shares; 2025Q3: 1,293 shares; 2025Q4: 1,898 shares; 2026Q1: 1,922 shares; 2026Q2: 1,946 shares 1,946 $53.7K 0.01% +24 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 347 shares; 2025Q2: 862 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $53.7K 0.01% 0 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $53.3K 0.01% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $53.3K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 811 shares; 2025Q1: 1,480 shares; 2025Q2: 942 shares; 2025Q3: 1,449 shares; 2025Q4: 1,495 shares; 2026Q1: 992 shares; 2026Q2: 1,011 shares 1,011 $53K 0.01% +19 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares; 2025Q4: 2,045 shares; 2026Q1: 2,021 shares; 2026Q2: 2,093 shares 2,093 $52.5K 0.01% +72 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 133 shares; 2025Q3: 165 shares; 2025Q4: 335 shares; 2026Q1: 318 shares; 2026Q2: 403 shares 403 $52.3K 0.01% +85 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 590 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $52.2K 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,375 shares; 2025Q2: 1,476 shares; 2025Q3: 1,500 shares; 2025Q4: 1,470 shares; 2026Q1: 1,530 shares; 2026Q2: 1,477 shares 1,477 $51.2K 0.01% -53 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 639 shares; 2025Q4: 293 shares; 2026Q1: 524 shares; 2026Q2: 695 shares 695 $50K 0.01% +171 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $50K 0.01% 0 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $49.4K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 466 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 471 shares; 2026Q2: 472 shares 472 $49.3K 0.01% +1 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 943 shares; 2026Q1: 922 shares; 2026Q2: 939 shares 939 $49K 0.01% +17 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $48.7K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 90 shares; 2025Q3: 149 shares; 2025Q4: 185 shares; 2026Q1: 201 shares; 2026Q2: 228 shares 228 $48.5K 0.01% +27 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 976 shares; 2025Q2: 607 shares; 2025Q3: 939 shares; 2025Q4: 764 shares; 2026Q1: 827 shares; 2026Q2: 783 shares 783 $48.5K 0.01% -44 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 63 shares; 2025Q2: 60 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 64 shares 64 $48.5K 0.01% +1 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 153 shares; 2025Q4: 60 shares; 2026Q1: 305 shares; 2026Q2: 314 shares 314 $48.2K 0.01% +9 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 530 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $48.1K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 611 shares; 2025Q4: 309 shares; 2026Q1: 341 shares; 2026Q2: 520 shares 520 $47.7K 0.01% +179 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,167 shares; 2025Q3: 1,097 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 901 shares 901 $47.5K 0.01% -116 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 514 shares; 2025Q2: 557 shares; 2025Q3: 1,404 shares; 2025Q4: 1,696 shares; 2026Q1: 1,781 shares; 2026Q2: 1,779 shares 1,779 $47.4K 0.01% -2 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 119 shares 119 $47.4K 0.01% +14 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,485 shares; 2024Q4: 3,719 shares; 2025Q1: 3,780 shares; 2025Q2: 2,012 shares; 2025Q3: 2,043 shares; 2025Q4: 1,855 shares; 2026Q1: 1,774 shares; 2026Q2: 1,676 shares 1,676 $47.2K 0.01% -98 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: 19 shares; 2025Q3: 82 shares; 2025Q4: 206 shares; 2026Q1: 195 shares; 2026Q2: 122 shares 122 $47.2K 0.01% -73 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 15 shares; 2025Q3: 119 shares; 2025Q4: 202 shares; 2026Q1: 130 shares; 2026Q2: 191 shares 191 $46.8K 0.01% +61 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 95 shares; 2026Q1: 137 shares; 2026Q2: 469 shares 469 $46.7K 0.01% +332 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,209 shares; 2026Q1: 1,217 shares; 2026Q2: 1,254 shares 1,254 $46.3K 0.01% +37 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 1,105 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $46.2K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 269 shares; 2025Q3: 498 shares; 2025Q4: 489 shares; 2026Q1: 524 shares; 2026Q2: 545 shares 545 $46.2K 0.01% +21 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 193 shares; 2025Q3: 407 shares; 2025Q4: 311 shares; 2026Q1: 330 shares; 2026Q2: 392 shares 392 $46K 0.01% +62 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 71 shares 71 $45.7K 0.01% +2 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $45.4K 0.01% 0 Timeline MAGX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 863 shares; 2026Q1: 887 shares; 2026Q2: 887 shares 887 $45.4K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 109 shares; 2025Q2: 175 shares; 2025Q3: 573 shares; 2025Q4: 179 shares; 2026Q1: 547 shares; 2026Q2: 626 shares 626 $45.2K 0.01% +79 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 299 shares 299 $44.9K 0.01% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 77 shares; 2025Q3: 88 shares; 2025Q4: 174 shares; 2026Q1: 176 shares; 2026Q2: 186 shares 186 $44.3K 0.01% +10 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; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 238 shares 238 $44K 0.01% +1 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 703 shares; 2026Q1: 553 shares; 2026Q2: 574 shares 574 $43.9K 0.01% +21 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $43.9K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 317 shares; 2025Q4: 242 shares; 2026Q1: 377 shares; 2026Q2: 382 shares 382 $43.9K 0.01% +5 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: 199 shares; 2025Q2: 218 shares; 2025Q3: 350 shares; 2025Q4: 361 shares; 2026Q1: 346 shares; 2026Q2: 409 shares 409 $43.8K 0.01% +63 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 279 shares; 2025Q4: 289 shares; 2026Q1: 267 shares; 2026Q2: 287 shares 287 $43.4K 0.01% +20 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 479 shares 479 $43.4K 0.01% +6 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $43.1K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 930 shares 930 $43K 0.01% +10 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 366 shares 366 $42.9K 0.01% +1 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $42.7K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 359 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 358 shares 358 $42.5K 0.01% +4 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 107 shares; 2025Q3: 110 shares; 2025Q4: 158 shares; 2026Q1: 90 shares; 2026Q2: 93 shares 93 $42.1K 0.01% +3 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 537 shares; 2025Q1: 488 shares; 2025Q2: 425 shares; 2025Q3: 334 shares; 2025Q4: 176 shares; 2026Q1: 121 shares; 2026Q2: 205 shares 205 $41.9K 0.01% +84 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 173 shares; 2025Q3: 144 shares; 2025Q4: 189 shares; 2026Q1: 198 shares; 2026Q2: 143 shares 143 $41.9K 0.01% -55 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 519 shares; 2025Q3: 533 shares; 2025Q4: 620 shares; 2026Q1: 433 shares; 2026Q2: 754 shares 754 $41.9K 0.01% +321 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 43 shares; 2025Q4: 54 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $41.8K <0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 548 shares; 2025Q1: 552 shares; 2025Q2: 557 shares; 2025Q3: 563 shares; 2025Q4: 570 shares; 2026Q1: 574 shares; 2026Q2: 881 shares 881 $41.8K <0.01% +307 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 69 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 74 shares; 2026Q2: 186 shares 186 $41.7K <0.01% +112 Timeline DDTM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,079 shares 2,079 $41.7K <0.01% -21 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 869 shares; 2025Q2: 885 shares; 2025Q3: 974 shares; 2025Q4: 886 shares; 2026Q1: 1,369 shares; 2026Q2: 1,568 shares 1,568 $41.6K <0.01% +199 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 99 shares; 2025Q3: 100 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 107 shares 107 $41.2K <0.01% +4 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 162 shares 162 $41K <0.01% +1 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares; 2026Q2: 1,571 shares 1,571 $40.4K <0.01% +660 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 1,139 shares; 2026Q1: 1,762 shares; 2026Q2: 1,725 shares 1,725 $40.4K <0.01% -37 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 79 shares; 2026Q2: 82 shares 82 $40.3K <0.01% +3 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 254 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 464 shares; 2026Q1: 365 shares; 2026Q2: 372 shares 372 $40.1K <0.01% +7 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 57 shares; 2025Q4: 64 shares; 2026Q1: 68 shares; 2026Q2: 64 shares 64 $39.9K <0.01% -4 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: 790 shares; 2025Q2: 799 shares; 2025Q3: 808 shares; 2025Q4: 820 shares; 2026Q1: 826 shares; 2026Q2: 1,698 shares 1,698 $39.3K <0.01% +872 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $39.2K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 22 shares; 2026Q1: 18 shares; 2026Q2: 81 shares 81 $39.1K <0.01% +63 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,172 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares 1,067 $38.7K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 27 shares; 2025Q4: 9 shares; 2026Q1: 33 shares; 2026Q2: 37 shares 37 $38.6K <0.01% +4 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 360 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $38.2K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $37.9K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $37.8K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 375 shares 375 $37.8K <0.01% +85 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $37.6K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $37.5K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,112 shares; 2025Q2: 1,447 shares; 2025Q3: 1,478 shares; 2025Q4: 1,629 shares; 2026Q1: 1,657 shares; 2026Q2: 1,878 shares 1,878 $37.4K <0.01% +221 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 377 shares; 2025Q4: 364 shares; 2026Q1: 376 shares; 2026Q2: 388 shares 388 $37.3K <0.01% +12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 149 shares; 2025Q2: 157 shares; 2025Q3: 132 shares; 2025Q4: 121 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $37.2K <0.01% 0 Timeline