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: 1,199,671 shares; 2024Q4: 1,259,732 shares; 2025Q1: 1,290,723 shares; 2025Q2: 1,412,471 shares; 2025Q3: 1,508,900 shares; 2025Q4: 1,406,636 shares; 2026Q1: 1,459,078 shares; 2026Q2: 1,477,660 shares 1,477,660 $1.01B 47.21% +18,582 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,262 shares; 2024Q4: 545,426 shares; 2025Q1: 671,010 shares; 2025Q2: 707,882 shares; 2025Q3: 733,430 shares; 2025Q4: 764,572 shares; 2026Q1: 830,772 shares; 2026Q2: 1,002,829 shares 1,002,829 $247M 11.49% +172,057 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 238 shares; 2026Q2: 1,324,615 shares 1,324,615 $194M 9.02% +1,324,377 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784,071 shares; 2024Q4: 1,915,012 shares; 2025Q1: 1,782,166 shares; 2025Q2: 1,944,613 shares; 2025Q3: 2,112,981 shares; 2025Q4: 2,282,614 shares; 2026Q1: 2,305,373 shares; 2026Q2: 2,363,851 shares 2,363,851 $168M 7.83% +58,478 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 773 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 1,119,113 shares 1,119,113 $140M 6.49% +1,118,711 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: 166,289 shares; 2024Q4: 160,758 shares; 2025Q1: 154,372 shares; 2025Q2: 329,513 shares; 2025Q3: 318,832 shares; 2025Q4: 307,042 shares; 2026Q1: 287,055 shares; 2026Q2: 271,224 shares 271,224 $93.3M 4.34% -15,831 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: 79,518 shares; 2024Q4: 77,745 shares; 2025Q1: 77,145 shares; 2025Q2: 115,003 shares; 2025Q3: 118,432 shares; 2025Q4: 136,768 shares; 2026Q1: 130,776 shares; 2026Q2: 116,033 shares 116,033 $28.2M 1.31% -14,743 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: 376,580 shares; 2024Q4: 339,112 shares; 2025Q1: 293,332 shares; 2025Q2: 261,003 shares; 2025Q3: 243,446 shares; 2025Q4: 237,402 shares; 2026Q1: 226,022 shares; 2026Q2: 236,723 shares 236,723 $25.5M 1.19% +10,701 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: 27,797 shares; 2024Q4: 28,526 shares; 2025Q1: 28,699 shares; 2025Q2: 28,507 shares; 2025Q3: 28,832 shares; 2025Q4: 28,731 shares; 2026Q1: 30,216 shares; 2026Q2: 29,487 shares 29,487 $22M 1.02% -729 Timeline SCHM 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: 42,556 shares; 2024Q4: 125,689 shares; 2025Q1: 160,601 shares; 2025Q2: 626,183 shares; 2025Q3: 631,026 shares; 2025Q4: 628,481 shares; 2026Q1: 604,751 shares; 2026Q2: 565,591 shares 565,591 $20.9M 0.97% -39,160 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,962 shares; 2024Q4: 396,934 shares; 2025Q1: 337,496 shares; 2025Q2: 346,673 shares; 2025Q3: 358,084 shares; 2025Q4: 349,598 shares; 2026Q1: 320,412 shares; 2026Q2: 313,282 shares 313,282 $15.8M 0.73% -7,130 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: 101,307 shares; 2024Q4: 95,553 shares; 2025Q1: 83,015 shares; 2025Q2: 61,792 shares; 2025Q3: 59,782 shares; 2025Q4: 55,173 shares; 2026Q1: 49,049 shares; 2026Q2: 44,692 shares 44,692 $12.9M 0.6% -4,357 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,840 shares; 2024Q4: 12,811 shares; 2025Q1: 10,659 shares; 2025Q2: 12,366 shares; 2025Q3: 14,509 shares; 2025Q4: 14,548 shares; 2026Q1: 14,377 shares; 2026Q2: 14,992 shares 14,992 $11.2M 0.52% +615 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: 15,046 shares; 2024Q4: 17,143 shares; 2025Q1: 18,878 shares; 2025Q2: 19,481 shares; 2025Q3: 19,352 shares; 2025Q4: 19,599 shares; 2026Q1: 20,955 shares; 2026Q2: 24,094 shares 24,094 $8.92M 0.41% +3,139 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: 26,664 shares; 2024Q4: 25,622 shares; 2025Q1: 21,625 shares; 2025Q2: 20,253 shares; 2025Q3: 16,529 shares; 2025Q4: 15,866 shares; 2026Q1: 15,139 shares; 2026Q2: 13,690 shares 13,690 $5.11M 0.24% -1,449 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: 9,605 shares; 2024Q4: 9,483 shares; 2025Q1: 9,781 shares; 2025Q2: 10,253 shares; 2025Q3: 9,411 shares; 2025Q4: 8,227 shares; 2026Q1: 7,595 shares; 2026Q2: 46,235 shares 46,235 $3.98M 0.19% +38,640 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: 14,227 shares; 2024Q4: 12,717 shares; 2025Q1: 12,208 shares; 2025Q2: 9,755 shares; 2025Q3: 6,856 shares; 2025Q4: 5,775 shares; 2026Q1: 5,604 shares; 2026Q2: 7,258 shares 7,258 $3.63M 0.17% +1,654 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: 2,818 shares; 2024Q4: 3,840 shares; 2025Q1: 4,039 shares; 2025Q2: 3,954 shares; 2025Q3: 3,983 shares; 2025Q4: 4,058 shares; 2026Q1: 4,367 shares; 2026Q2: 4,837 shares 4,837 $3.56M 0.17% +470 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: 18,777 shares; 2024Q4: 19,208 shares; 2025Q1: 17,866 shares; 2025Q2: 16,748 shares; 2025Q3: 15,815 shares; 2025Q4: 14,914 shares; 2026Q1: 9,738 shares; 2026Q2: 9,572 shares 9,572 $3.42M 0.16% -166 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: 22,866 shares; 2024Q4: 23,816 shares; 2025Q1: 24,203 shares; 2025Q2: 23,992 shares; 2025Q3: 22,798 shares; 2025Q4: 23,803 shares; 2026Q1: 14,083 shares; 2026Q2: 13,393 shares 13,393 $3.19M 0.15% -690 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,107 shares; 2024Q4: 6,107 shares; 2025Q1: 6,139 shares; 2025Q2: 5,477 shares; 2025Q3: 5,291 shares; 2025Q4: 7,613 shares; 2026Q1: 5,247 shares; 2026Q2: 20,745 shares 20,745 $2.58M 0.12% +15,498 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: 14,126 shares; 2024Q4: 14,701 shares; 2025Q1: 13,308 shares; 2025Q2: 12,406 shares; 2025Q3: 12,067 shares; 2025Q4: 11,230 shares; 2026Q1: 7,599 shares; 2026Q2: 7,197 shares 7,197 $2.54M 0.12% -402 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: 23,333 shares; 2024Q4: 13,756 shares; 2025Q1: 12,815 shares; 2025Q2: 12,635 shares; 2025Q3: 10,434 shares; 2025Q4: 9,751 shares; 2026Q1: 8,965 shares; 2026Q2: 7,276 shares 7,276 $2.38M 0.11% -1,689 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: 16,554 shares; 2024Q4: 14,898 shares; 2025Q1: 11,844 shares; 2025Q2: 9,947 shares; 2025Q3: 16,417 shares; 2025Q4: 15,879 shares; 2026Q1: 13,577 shares; 2026Q2: 8,905 shares 8,905 $2.26M 0.11% -4,672 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: 16,900 shares; 2024Q4: 16,669 shares; 2025Q1: 15,182 shares; 2025Q2: 16,490 shares; 2025Q3: 16,176 shares; 2025Q4: 16,751 shares; 2026Q1: 16,333 shares; 2026Q2: 17,883 shares 17,883 $1.86M 0.09% +1,550 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: 3,595 shares; 2024Q4: 3,798 shares; 2025Q1: 3,224 shares; 2025Q2: 3,582 shares; 2025Q3: 3,032 shares; 2025Q4: 10,221 shares; 2026Q1: 11,391 shares; 2026Q2: 11,549 shares 11,549 $1.83M 0.08% +158 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,076 shares; 2024Q4: 14,397 shares; 2025Q1: 12,532 shares; 2025Q2: 11,639 shares; 2025Q3: 11,630 shares; 2025Q4: 11,620 shares; 2026Q1: 11,421 shares; 2026Q2: 11,882 shares 11,882 $1.81M 0.08% +461 Timeline PRF 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: 29,920 shares; 2024Q4: 30,095 shares; 2025Q1: 30,037 shares; 2025Q2: 29,452 shares; 2025Q3: 28,135 shares; 2025Q4: 33,298 shares; 2026Q1: 33,235 shares; 2026Q2: 33,043 shares 33,043 $1.79M 0.08% -192 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: 976 shares; 2024Q4: 1,637 shares; 2025Q1: 1,646 shares; 2025Q2: 1,644 shares; 2025Q3: 1,638 shares; 2025Q4: 1,514 shares; 2026Q1: 1,514 shares; 2026Q2: 12,809 shares 12,809 $1.53M 0.07% +11,295 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: 4,532 shares; 2024Q4: 5,641 shares; 2025Q1: 4,532 shares; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares; 2025Q4: 8,939 shares; 2026Q1: 8,975 shares; 2026Q2: 7,999 shares 7,999 $1.52M 0.07% -976 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: 10,521 shares; 2024Q4: 40,360 shares; 2025Q1: 31,563 shares; 2025Q2: 32,118 shares; 2025Q3: 32,119 shares; 2025Q4: 36,918 shares; 2026Q1: 36,919 shares; 2026Q2: 48,983 shares 48,983 $1.44M 0.07% +12,064 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: 1,617 shares; 2024Q4: 3,080 shares; 2025Q1: 3,078 shares; 2025Q2: 4,678 shares; 2025Q3: 4,362 shares; 2025Q4: 4,683 shares; 2026Q1: 4,749 shares; 2026Q2: 4,608 shares 4,608 $1.4M 0.06% -141 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: 1,636 shares; 2024Q4: 2,970 shares; 2025Q1: 3,091 shares; 2025Q2: 4,206 shares; 2025Q3: 4,241 shares; 2025Q4: 3,914 shares; 2026Q1: 4,072 shares; 2026Q2: 17,299 shares 17,299 $1.39M 0.06% +13,227 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,749 shares; 2025Q2: 6,787 shares; 2025Q3: 6,556 shares; 2025Q4: 9,826 shares; 2026Q1: 6,061 shares; 2026Q2: 4,497 shares 4,497 $1.38M 0.06% -1,564 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: 1,498 shares; 2024Q4: 1,230 shares; 2025Q1: 1,338 shares; 2025Q2: 1,514 shares; 2025Q3: 1,308 shares; 2025Q4: 1,392 shares; 2026Q1: 1,591 shares; 2026Q2: 1,392 shares 1,392 $1.3M 0.06% -199 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: 2,223 shares; 2024Q4: 6,022 shares; 2025Q1: 6,926 shares; 2025Q2: 7,830 shares; 2025Q3: 3,630 shares; 2025Q4: 3,628 shares; 2026Q1: 3,340 shares; 2026Q2: 5,889 shares 5,889 $1.28M 0.06% +2,549 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 4,346 shares; 2025Q1: 4,349 shares; 2025Q2: 4,168 shares; 2025Q3: 4,188 shares; 2025Q4: 3,656 shares; 2026Q1: 3,865 shares; 2026Q2: 3,481 shares 3,481 $1.27M 0.06% -384 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: 2,957 shares; 2024Q4: 2,957 shares; 2025Q1: 2,869 shares; 2025Q2: 2,963 shares; 2025Q3: 2,778 shares; 2025Q4: 3,022 shares; 2026Q1: 12,203 shares; 2026Q2: 12,207 shares 12,207 $1.25M 0.06% +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: 7,221 shares; 2024Q4: 6,982 shares; 2025Q1: 7,241 shares; 2025Q2: 8,480 shares; 2025Q3: 8,648 shares; 2025Q4: 8,616 shares; 2026Q1: 8,641 shares; 2026Q2: 8,289 shares 8,289 $1.23M 0.06% -352 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,168 shares; 2024Q4: 9,887 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,621 shares; 2025Q4: 10,081 shares; 2026Q1: 9,859 shares; 2026Q2: 10,304 shares 10,304 $1.23M 0.06% +445 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: 49,401 shares; 2024Q4: 27,048 shares; 2025Q1: 26,966 shares; 2025Q2: 27,288 shares; 2025Q3: 27,310 shares; 2025Q4: 10,007 shares; 2026Q1: 9,810 shares; 2026Q2: 8,949 shares 8,949 $1.21M 0.06% -861 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 5,629 shares; 2025Q3: 5,629 shares; 2025Q4: 9,837 shares; 2026Q1: 10,609 shares; 2026Q2: 10,248 shares 10,248 $1.2M 0.06% -361 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: 2,665 shares; 2024Q4: 2,666 shares; 2025Q1: 2,626 shares; 2025Q2: 2,238 shares; 2025Q3: 2,102 shares; 2025Q4: 2,132 shares; 2026Q1: 2,169 shares; 2026Q2: 2,134 shares 2,134 $1.2M 0.06% -35 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,487 shares; 2024Q4: 17,487 shares; 2025Q1: 18,289 shares; 2025Q2: 18,289 shares; 2025Q3: 18,289 shares; 2025Q4: 18,289 shares; 2026Q1: 21,496 shares; 2026Q2: 21,496 shares 21,496 $1.18M 0.06% 0 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: 3,554 shares; 2024Q4: 2,048 shares; 2025Q1: 2,733 shares; 2025Q2: 2,275 shares; 2025Q3: 2,065 shares; 2025Q4: 2,160 shares; 2026Q1: 2,257 shares; 2026Q2: 2,914 shares 2,914 $1.1M 0.05% +657 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: 2,797 shares; 2024Q4: 14,095 shares; 2025Q1: 14,776 shares; 2025Q2: 13,645 shares; 2025Q3: 12,665 shares; 2025Q4: 29,534 shares; 2026Q1: 35,489 shares; 2026Q2: 34,489 shares 34,489 $1.09M 0.05% -1,000 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: 31,789 shares; 2024Q4: 31,630 shares; 2025Q1: 18,953 shares; 2025Q2: 15,154 shares; 2025Q3: 15,232 shares; 2025Q4: 5,622 shares; 2026Q1: 6,375 shares; 2026Q2: 5,377 shares 5,377 $1.08M 0.05% -998 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: 13,210 shares; 2024Q4: 12,870 shares; 2025Q1: 9,568 shares; 2025Q2: 12,796 shares; 2025Q3: 14,739 shares; 2025Q4: 20,064 shares; 2026Q1: 14,745 shares; 2026Q2: 13,699 shares 13,699 $1.06M 0.05% -1,046 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,453 shares; 2024Q4: 8,934 shares; 2025Q1: 8,823 shares; 2025Q2: 9,437 shares; 2025Q3: 9,496 shares; 2025Q4: 9,496 shares; 2026Q1: 9,496 shares; 2026Q2: 9,524 shares 9,524 $1.05M 0.05% +28 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: 13,878 shares; 2024Q4: 13,748 shares; 2025Q1: 13,411 shares; 2025Q2: 11,052 shares; 2025Q3: 11,247 shares; 2025Q4: 10,056 shares; 2026Q1: 6,738 shares; 2026Q2: 7,094 shares 7,094 $1.04M 0.05% +356 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,574 shares 7,574 $1.04M 0.05% new 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: 4,957 shares; 2024Q4: 5,084 shares; 2025Q1: 4,888 shares; 2025Q2: 4,888 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 7,434 shares; 2026Q2: 7,434 shares 7,434 $1.02M 0.05% 0 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: 1,646 shares; 2024Q4: 1,298 shares; 2025Q1: 1,376 shares; 2025Q2: 1,756 shares; 2025Q3: 1,538 shares; 2025Q4: 1,559 shares; 2026Q1: 959 shares; 2026Q2: 839 shares 839 $1.01M 0.05% -120 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 5,068 shares; 2025Q1: 5,147 shares; 2025Q2: 4,510 shares; 2025Q3: 4,668 shares; 2025Q4: 4,796 shares; 2026Q1: 4,150 shares; 2026Q2: 4,135 shares 4,135 $1M 0.05% -15 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: 2,726 shares; 2024Q4: 2,744 shares; 2025Q1: 2,726 shares; 2025Q2: 2,960 shares; 2025Q3: 2,687 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares; 2026Q2: 2,649 shares 2,649 $982K 0.05% -38 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,538 shares; 2024Q4: 3,538 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 3,538 shares; 2025Q4: 3,538 shares; 2026Q1: 3,538 shares; 2026Q2: 3,538 shares 3,538 $977K 0.05% 0 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: 2,201 shares; 2024Q4: 2,600 shares; 2025Q1: 2,579 shares; 2025Q2: 2,479 shares; 2025Q3: 2,516 shares; 2025Q4: 3,995 shares; 2026Q1: 2,791 shares; 2026Q2: 2,931 shares 2,931 $881K 0.04% +140 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,986 shares; 2024Q4: 14,679 shares; 2025Q1: 14,036 shares; 2025Q2: 14,347 shares; 2025Q3: 14,349 shares; 2025Q4: 14,349 shares; 2026Q1: 13,346 shares; 2026Q2: 12,547 shares 12,547 $877K 0.04% -799 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: 3,333 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 9,634 shares; 2025Q3: 22,321 shares; 2025Q4: 23,381 shares; 2026Q1: 24,070 shares; 2026Q2: 30,209 shares 30,209 $837K 0.04% +6,139 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: 6,310 shares; 2024Q4: 5,896 shares; 2025Q1: 3,962 shares; 2025Q2: 3,019 shares; 2025Q3: 2,972 shares; 2025Q4: 3,786 shares; 2026Q1: 2,996 shares; 2026Q2: 2,971 shares 2,971 $836K 0.04% -25 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 743 shares; 2025Q2: 773 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 14,658 shares; 2026Q2: 14,658 shares 14,658 $820K 0.04% 0 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: 9,118 shares; 2024Q4: 7,421 shares; 2025Q1: 6,167 shares; 2025Q2: 8,300 shares; 2025Q3: 7,710 shares; 2025Q4: 7,579 shares; 2026Q1: 2,761 shares; 2026Q2: 2,598 shares 2,598 $818K 0.04% -163 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,888 shares; 2026Q2: 1,978 shares 1,978 $810K 0.04% +90 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: 3,174 shares; 2024Q4: 3,642 shares; 2025Q1: 3,069 shares; 2025Q2: 3,622 shares; 2025Q3: 3,564 shares; 2025Q4: 3,540 shares; 2026Q1: 3,889 shares; 2026Q2: 3,349 shares 3,349 $792K 0.04% -540 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: 8,349 shares; 2024Q4: 7,192 shares; 2025Q1: 7,899 shares; 2025Q2: 7,624 shares; 2025Q3: 8,406 shares; 2025Q4: 8,075 shares; 2026Q1: 6,883 shares; 2026Q2: 6,696 shares 6,696 $787K 0.04% -187 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: 3,067 shares; 2024Q4: 3,072 shares; 2025Q1: 863 shares; 2025Q2: 548 shares; 2025Q3: 340 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 1,087 shares 1,087 $786K 0.04% +991 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: 4,213 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 11,687 shares; 2025Q3: 11,112 shares; 2025Q4: 11,548 shares; 2026Q1: 11,548 shares; 2026Q2: 14,817 shares 14,817 $782K 0.04% +3,269 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: 3,430 shares; 2024Q4: 3,472 shares; 2025Q1: 3,565 shares; 2025Q2: 3,734 shares; 2025Q3: 3,526 shares; 2025Q4: 4,141 shares; 2026Q1: 2,619 shares; 2026Q2: 2,199 shares 2,199 $775K 0.04% -420 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: 7,261 shares; 2024Q4: 7,244 shares; 2025Q1: 2,151 shares; 2025Q2: 2,091 shares; 2025Q3: 2,092 shares; 2025Q4: 2,106 shares; 2026Q1: 2,092 shares; 2026Q2: 2,109 shares 2,109 $764K 0.04% +17 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: 5,635 shares; 2024Q4: 5,631 shares; 2025Q1: 5,108 shares; 2025Q2: 5,290 shares; 2025Q3: 5,524 shares; 2025Q4: 6,647 shares; 2026Q1: 6,321 shares; 2026Q2: 9,860 shares 9,860 $755K 0.04% +3,539 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: 4,355 shares; 2024Q4: 4,349 shares; 2025Q1: 4,382 shares; 2025Q2: 3,525 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares; 2026Q2: 3,304 shares 3,304 $750K 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,103 shares; 2025Q1: 1,096 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 992 shares; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $696K 0.03% 0 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: 5,753 shares; 2024Q4: 7,047 shares; 2025Q1: 7,328 shares; 2025Q2: 7,439 shares; 2025Q3: 6,595 shares; 2025Q4: 6,662 shares; 2026Q1: 5,058 shares; 2026Q2: 4,165 shares 4,165 $684K 0.03% -893 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: 1,537 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 3,734 shares; 2026Q1: 4,987 shares; 2026Q2: 4,987 shares 4,987 $682K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 972 shares; 2025Q1: 1,644 shares; 2025Q2: 1,116 shares; 2025Q3: 1,197 shares; 2025Q4: 1,634 shares; 2026Q1: 1,746 shares; 2026Q2: 1,803 shares 1,803 $674K 0.03% +57 Timeline SCHG 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: 6,714 shares; 2024Q4: 26,855 shares; 2025Q1: 19,049 shares; 2025Q2: 18,727 shares; 2025Q3: 18,727 shares; 2025Q4: 19,860 shares; 2026Q1: 27,345 shares; 2026Q2: 19,010 shares 19,010 $643K 0.03% -8,335 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: 7,139 shares; 2024Q4: 7,032 shares; 2025Q1: 7,066 shares; 2025Q2: 2,763 shares; 2025Q3: 4,147 shares; 2025Q4: 26,430 shares; 2026Q1: 5,351 shares; 2026Q2: 8,515 shares 8,515 $643K 0.03% +3,164 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: 389 shares; 2024Q4: 241 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 297 shares; 2025Q4: 406 shares; 2026Q1: 297 shares; 2026Q2: 540 shares 540 $634K 0.03% +243 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: 7,089 shares; 2024Q4: 6,572 shares; 2025Q1: 7,609 shares; 2025Q2: 6,881 shares; 2025Q3: 5,853 shares; 2025Q4: 5,743 shares; 2026Q1: 5,201 shares; 2026Q2: 4,318 shares 4,318 $633K 0.03% -883 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 5,198 shares; 2025Q1: 5,104 shares; 2025Q2: 4,639 shares; 2025Q3: 4,639 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares; 2026Q2: 4,260 shares 4,260 $625K 0.03% -98 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,507 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares; 2026Q1: 3,492 shares; 2026Q2: 3,492 shares 3,492 $624K 0.03% 0 Timeline RPG 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: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares; 2026Q2: 9,750 shares 9,750 $623K 0.03% 0 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: 7,279 shares; 2024Q4: 7,421 shares; 2025Q1: 8,421 shares; 2025Q2: 7,662 shares; 2025Q3: 7,905 shares; 2025Q4: 7,998 shares; 2026Q1: 8,193 shares; 2026Q2: 6,808 shares 6,808 $598K 0.03% -1,385 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: 6,972 shares; 2024Q4: 6,470 shares; 2025Q1: 6,633 shares; 2025Q2: 7,215 shares; 2025Q3: 7,060 shares; 2025Q4: 7,139 shares; 2026Q1: 6,316 shares; 2026Q2: 6,192 shares 6,192 $596K 0.03% -124 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: 11,478 shares; 2024Q4: 3,253 shares; 2025Q1: 2,296 shares; 2025Q2: 2,574 shares; 2025Q3: 2,345 shares; 2025Q4: 3,514 shares; 2026Q1: 2,919 shares; 2026Q2: 2,355 shares 2,355 $593K 0.03% -564 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 1,509 shares; 2025Q2: 1,836 shares; 2025Q3: 2,223 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,604 shares 2,604 $554K 0.03% +21 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: 8,880 shares; 2024Q4: 8,737 shares; 2025Q1: 7,113 shares; 2025Q2: 6,825 shares; 2025Q3: 6,759 shares; 2025Q4: 8,079 shares; 2026Q1: 7,101 shares; 2026Q2: 7,156 shares 7,156 $547K 0.03% +55 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: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 3,091 shares; 2025Q3: 2,965 shares; 2025Q4: 2,970 shares; 2026Q1: 2,820 shares; 2026Q2: 2,842 shares 2,842 $541K 0.03% +22 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 205 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 1,770 shares 1,770 $534K 0.02% +1,566 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,915 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,607 shares 1,607 $533K 0.02% +1 Timeline FNDX 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: 2,562 shares; 2024Q4: 7,686 shares; 2025Q1: 7,686 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 10,346 shares; 2026Q1: 9,854 shares; 2026Q2: 17,085 shares 17,085 $531K 0.02% +7,231 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: 1,427 shares; 2024Q4: 1,453 shares; 2025Q1: 1,383 shares; 2025Q2: 1,541 shares; 2025Q3: 2,395 shares; 2025Q4: 2,394 shares; 2026Q1: 2,284 shares; 2026Q2: 1,886 shares 1,886 $513K 0.02% -398 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: 1,981 shares; 2024Q4: 2,110 shares; 2025Q1: 1,724 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares; 2026Q2: 4,043 shares 4,043 $503K 0.02% +2,191 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 10,227 shares; 2025Q1: 14,084 shares; 2025Q2: 14,121 shares; 2025Q3: 14,158 shares; 2025Q4: 14,198 shares; 2026Q1: 14,233 shares; 2026Q2: 16,805 shares 16,805 $487K 0.02% +2,572 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,584 shares; 2024Q4: 3,767 shares; 2025Q1: 3,615 shares; 2025Q2: 3,499 shares; 2025Q3: 3,675 shares; 2025Q4: 4,945 shares; 2026Q1: 5,529 shares; 2026Q2: 5,720 shares 5,720 $479K 0.02% +191 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,406 shares; 2025Q1: 2,415 shares; 2025Q2: 2,437 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares; 2026Q1: 3,464 shares; 2026Q2: 2,411 shares 2,411 $476K 0.02% -1,053 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: not reported; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,802 shares; 2026Q2: 1,736 shares 1,736 $475K 0.02% -66 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: 408 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 294 shares; 2026Q2: 817 shares 817 $475K 0.02% +523 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: 1,400 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares; 2026Q1: 6,082 shares; 2026Q2: 5,527 shares 5,527 $473K 0.02% -555 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,281 shares; 2025Q2: 3,501 shares; 2025Q3: 3,209 shares; 2025Q4: 2,831 shares; 2026Q1: 3,043 shares; 2026Q2: 2,995 shares 2,995 $456K 0.02% -48 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 3,110 shares; 2025Q4: 2,669 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $433K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,108 shares; 2024Q4: 9,973 shares; 2025Q1: 8,403 shares; 2025Q2: 8,286 shares; 2025Q3: 7,997 shares; 2025Q4: 7,950 shares; 2026Q1: 4,221 shares; 2026Q2: 4,895 shares 4,895 $430K 0.02% +674 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: 1,616 shares; 2024Q4: 1,678 shares; 2025Q1: 1,880 shares; 2025Q2: 1,856 shares; 2025Q3: 1,996 shares; 2025Q4: 1,680 shares; 2026Q1: 1,690 shares; 2026Q2: 1,680 shares 1,680 $424K 0.02% -10 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: 4,609 shares; 2024Q4: 4,382 shares; 2025Q1: 4,982 shares; 2025Q2: 5,064 shares; 2025Q3: 2,749 shares; 2025Q4: 2,344 shares; 2026Q1: 5,920 shares; 2026Q2: 3,711 shares 3,711 $420K 0.02% -2,209 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,892 shares; 2025Q3: 1,876 shares; 2025Q4: 1,924 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $419K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $418K 0.02% 0 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: 9,577 shares; 2024Q4: 5,615 shares; 2025Q1: 4,439 shares; 2025Q2: 5,025 shares; 2025Q3: 6,204 shares; 2025Q4: 7,313 shares; 2026Q1: 3,132 shares; 2026Q2: 2,405 shares 2,405 $399K 0.02% -727 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: 1,533 shares; 2024Q4: 1,334 shares; 2025Q1: 1,237 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,171 shares; 2026Q1: 1,014 shares; 2026Q2: 1,059 shares 1,059 $390K 0.02% +45 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: 3,766 shares; 2024Q4: 3,982 shares; 2025Q1: 3,620 shares; 2025Q2: 4,092 shares; 2025Q3: 4,438 shares; 2025Q4: 4,240 shares; 2026Q1: 4,179 shares; 2026Q2: 3,958 shares 3,958 $382K 0.02% -221 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: 899 shares; 2024Q4: 968 shares; 2025Q1: 850 shares; 2025Q2: 766 shares; 2025Q3: 803 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 788 shares 788 $376K 0.02% +750 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: 2,976 shares; 2024Q4: 2,969 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares; 2025Q3: 2,866 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares; 2026Q2: 2,430 shares 2,430 $373K 0.02% -436 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 2,232 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares; 2026Q1: 2,072 shares; 2026Q2: 3,743 shares 3,743 $358K 0.02% +1,671 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: 477 shares; 2024Q4: 2,228 shares; 2025Q1: 2,278 shares; 2025Q2: 2,507 shares; 2025Q3: 2,511 shares; 2025Q4: 2,507 shares; 2026Q1: 1,894 shares; 2026Q2: 1,936 shares 1,936 $358K 0.02% +42 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: 2,624 shares; 2024Q4: 2,524 shares; 2025Q1: 2,118 shares; 2025Q2: 2,256 shares; 2025Q3: 2,187 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,283 shares 2,283 $357K 0.02% 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: 4,136 shares; 2024Q4: 4,738 shares; 2025Q1: 4,336 shares; 2025Q2: 4,350 shares; 2025Q3: 4,538 shares; 2025Q4: 4,204 shares; 2026Q1: 4,204 shares; 2026Q2: 3,672 shares 3,672 $351K 0.02% -532 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: 25,805 shares; 2024Q4: 21,907 shares; 2025Q1: 30,119 shares; 2025Q2: 25,496 shares; 2025Q3: 24,200 shares; 2025Q4: 23,334 shares; 2026Q1: 23,424 shares; 2026Q2: 24,949 shares 24,949 $347K 0.02% +1,525 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: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares; 2026Q1: 7,810 shares; 2026Q2: 7,810 shares 7,810 $346K 0.02% 0 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: 8,691 shares; 2024Q4: 9,966 shares; 2025Q1: 3,568 shares; 2025Q2: 4,442 shares; 2025Q3: 4,118 shares; 2025Q4: 4,125 shares; 2026Q1: 1,460 shares; 2026Q2: 1,275 shares 1,275 $345K 0.02% -185 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 165 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 123 shares; 2026Q1: 240 shares; 2026Q2: 448 shares 448 $342K 0.02% +208 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: 2,007 shares; 2024Q4: 2,260 shares; 2025Q1: 1,863 shares; 2025Q2: 1,846 shares; 2025Q3: 1,336 shares; 2025Q4: 1,058 shares; 2026Q1: 888 shares; 2026Q2: 754 shares 754 $317K 0.01% -134 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: 9,251 shares; 2024Q4: 7,865 shares; 2025Q1: 4,318 shares; 2025Q2: 4,140 shares; 2025Q3: 3,790 shares; 2025Q4: 3,830 shares; 2026Q1: 3,441 shares; 2026Q2: 2,271 shares 2,271 $317K 0.01% -1,170 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,453 shares; 2024Q4: 3,453 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares; 2026Q1: 3,453 shares; 2026Q2: 3,453 shares 3,453 $316K 0.01% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 18,000 shares; 2025Q1: 17,526 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares; 2026Q2: 5,926 shares 5,926 $304K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,847 shares; 2025Q1: 1,799 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $303K 0.01% 0 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: 889 shares; 2024Q4: 889 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 3,672 shares; 2026Q2: 3,672 shares 3,672 $301K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 796 shares; 2026Q1: 1,187 shares; 2026Q2: 987 shares 987 $299K 0.01% -200 Timeline IDMO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,944 shares 4,944 $298K 0.01% new 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: 1,911 shares; 2024Q4: 1,951 shares; 2025Q1: 1,823 shares; 2025Q2: 1,839 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $295K 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,975 shares 15,975 $294K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,831 shares; 2024Q4: 10,831 shares; 2025Q1: 10,831 shares; 2025Q2: 10,831 shares; 2025Q3: 10,831 shares; 2025Q4: 10,831 shares; 2026Q1: 10,831 shares; 2026Q2: 10,831 shares 10,831 $293K 0.01% 0 Timeline PRFZ 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: 1,353 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 7,044 shares; 2026Q1: 7,044 shares; 2026Q2: 5,146 shares 5,146 $287K 0.01% -1,898 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 573 shares; 2025Q4: 549 shares; 2026Q1: 750 shares; 2026Q2: 548 shares 548 $286K 0.01% -202 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: 4,041 shares; 2024Q4: 4,073 shares; 2025Q1: 3,084 shares; 2025Q2: 3,006 shares; 2025Q3: 2,715 shares; 2025Q4: 2,647 shares; 2026Q1: 897 shares; 2026Q2: 829 shares 829 $285K 0.01% -68 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: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 3,516 shares; 2025Q4: 3,166 shares; 2026Q1: 1,851 shares; 2026Q2: 1,113 shares 1,113 $284K 0.01% -738 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: 183 shares; 2024Q4: 223 shares; 2025Q1: 396 shares; 2025Q2: 342 shares; 2025Q3: 339 shares; 2025Q4: 3,233 shares; 2026Q1: 3,539 shares; 2026Q2: 3,951 shares 3,951 $282K 0.01% +412 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: 1,646 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 866 shares; 2025Q4: 831 shares; 2026Q1: 913 shares; 2026Q2: 831 shares 831 $281K 0.01% -82 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: 593 shares; 2024Q4: 634 shares; 2025Q1: 556 shares; 2025Q2: 438 shares; 2025Q3: 514 shares; 2025Q4: 1,474 shares; 2026Q1: 408 shares; 2026Q2: 917 shares 917 $273K 0.01% +509 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: 800 shares; 2024Q4: 821 shares; 2025Q1: 800 shares; 2025Q2: 743 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 520 shares; 2026Q2: 531 shares 531 $273K 0.01% +11 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,751 shares; 2024Q4: 7,751 shares; 2025Q1: 6,661 shares; 2025Q2: 7,323 shares; 2025Q3: 6,661 shares; 2025Q4: 6,661 shares; 2026Q1: 6,661 shares; 2026Q2: 6,661 shares 6,661 $270K 0.01% 0 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: 8,822 shares; 2024Q4: 6,986 shares; 2025Q1: 6,734 shares; 2025Q2: 6,913 shares; 2025Q3: 5,641 shares; 2025Q4: 5,435 shares; 2026Q1: 10,372 shares; 2026Q2: 11,175 shares 11,175 $269K 0.01% +803 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,700 shares; 2026Q2: 2,554 shares 2,554 $264K 0.01% -146 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: 2,379 shares; 2024Q4: 2,130 shares; 2025Q1: 1,293 shares; 2025Q2: 1,291 shares; 2025Q3: 1,114 shares; 2025Q4: 844 shares; 2026Q1: 756 shares; 2026Q2: 623 shares 623 $259K 0.01% -133 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 3,116 shares; 2026Q2: 3,116 shares 3,116 $257K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,726 shares; 2024Q4: 6,790 shares; 2025Q1: 6,769 shares; 2025Q2: 5,778 shares; 2025Q3: 5,766 shares; 2025Q4: 5,696 shares; 2026Q1: 2,764 shares; 2026Q2: 2,764 shares 2,764 $255K 0.01% 0 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: 504 shares; 2024Q4: 604 shares; 2025Q1: 608 shares; 2025Q2: 609 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 756 shares; 2026Q2: 387 shares 387 $245K 0.01% -369 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: 2,972 shares; 2024Q4: 3,030 shares; 2025Q1: 3,112 shares; 2025Q2: 2,724 shares; 2025Q3: 2,811 shares; 2025Q4: 2,626 shares; 2026Q1: 1,846 shares; 2026Q2: 1,289 shares 1,289 $245K 0.01% -557 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 396 shares; 2025Q2: 467 shares; 2025Q3: 395 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 248 shares 248 $243K 0.01% -144 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: 11,809 shares; 2024Q4: 4,229 shares; 2025Q1: 3,275 shares; 2025Q2: 3,691 shares; 2025Q3: 3,771 shares; 2025Q4: 4,861 shares; 2026Q1: 4,138 shares; 2026Q2: 2,662 shares 2,662 $242K 0.01% -1,476 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 367 shares 367 $241K 0.01% +299 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: 1,772 shares; 2024Q4: 743 shares; 2025Q1: 715 shares; 2025Q2: 384 shares; 2025Q3: 712 shares; 2025Q4: 336 shares; 2026Q1: 1,685 shares; 2026Q2: 1,078 shares 1,078 $238K 0.01% -607 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501 shares; 2024Q4: 2,522 shares; 2025Q1: 2,409 shares; 2025Q2: 1,212 shares; 2025Q3: 1,045 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,056 shares 1,056 $237K 0.01% +18 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 545 shares; 2025Q1: 625 shares; 2025Q2: 300 shares; 2025Q3: 3,272 shares; 2025Q4: 3,262 shares; 2026Q1: 3,408 shares; 2026Q2: 1,721 shares 1,721 $235K 0.01% -1,687 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 592 shares; 2025Q3: 581 shares; 2025Q4: 609 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $235K 0.01% 0 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: 1,059 shares; 2024Q4: 1,144 shares; 2025Q1: 1,059 shares; 2025Q2: 1,114 shares; 2025Q3: 1,149 shares; 2025Q4: 1,168 shares; 2026Q1: 1,204 shares; 2026Q2: 542 shares 542 $231K 0.01% -662 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: 216 shares; 2024Q4: 432 shares; 2025Q1: 882 shares; 2025Q2: 618 shares; 2025Q3: 470 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 671 shares 671 $229K 0.01% +209 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares; 2026Q2: 3,335 shares 3,335 $223K 0.01% 0 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: 62 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 192 shares 192 $222K 0.01% +177 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $220K 0.01% new 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: 1,041 shares; 2025Q1: 2,028 shares; 2025Q2: 1,939 shares; 2025Q3: 3,389 shares; 2025Q4: 5,458 shares; 2026Q1: 1,939 shares; 2026Q2: 6,408 shares 6,408 $213K 0.01% +4,469 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $206K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: 2,637 shares; 2025Q1: 1,465 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,412 shares; 2026Q1: 1,311 shares; 2026Q2: 1,311 shares 1,311 $206K 0.01% 0 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 8,764 shares; 2026Q1: 10,836 shares; 2026Q2: 10,836 shares 10,836 $203K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,717 shares; 2024Q4: 4,717 shares; 2025Q1: 3,830 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,259 shares; 2026Q2: 2,652 shares 2,652 $203K 0.01% +393 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: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,230 shares; 2026Q1: 1,263 shares; 2026Q2: 1,264 shares 1,264 $202K 0.01% +1 Timeline AROW ARROW FINL CORP More: the full row for ARROW 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: 4,905 shares; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares; 2026Q2: 4,905 shares 4,905 $201K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 311 shares; 2025Q4: 473 shares; 2026Q1: 311 shares; 2026Q2: 2,881 shares 2,881 $197K 0.01% +2,570 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 142 shares; 2025Q2: 126 shares; 2025Q3: 143 shares; 2025Q4: 130 shares; 2026Q1: 126 shares; 2026Q2: 574 shares 574 $197K 0.01% +448 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: 2,373 shares; 2024Q4: 4,746 shares; 2025Q1: 4,226 shares; 2025Q2: 5,114 shares; 2025Q3: 5,114 shares; 2025Q4: 5,054 shares; 2026Q1: 7,652 shares; 2026Q2: 5,421 shares 5,421 $196K 0.01% -2,231 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 637 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 636 shares 636 $191K 0.01% +1 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: 978 shares; 2024Q4: 977 shares; 2025Q1: 989 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 456 shares; 2026Q2: 179 shares 179 $191K 0.01% -277 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,758 shares 2,758 $189K 0.01% +8 Timeline FNDA 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: 1,437 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares; 2026Q1: 2,874 shares; 2026Q2: 4,793 shares 4,793 $182K 0.01% +1,919 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 2,364 shares; 2025Q1: 1,606 shares; 2025Q2: 1,612 shares; 2025Q3: 1,617 shares; 2025Q4: 1,622 shares; 2026Q1: 5,914 shares; 2026Q2: 3,178 shares 3,178 $179K 0.01% -2,736 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 624 shares; 2025Q3: 647 shares; 2025Q4: 57 shares; 2026Q1: not reported; 2026Q2: 3,842 shares 3,842 $179K 0.01% new 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: 3,564 shares; 2024Q4: 3,541 shares; 2025Q1: 3,541 shares; 2025Q2: 3,541 shares; 2025Q3: 3,563 shares; 2025Q4: 3,556 shares; 2026Q1: 1,480 shares; 2026Q2: 1,175 shares 1,175 $178K 0.01% -305 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 89 shares 89 $177K 0.01% +72 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 542 shares; 2025Q4: 541 shares; 2026Q1: 543 shares; 2026Q2: 555 shares 555 $177K 0.01% +12 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 1,244 shares; 2026Q2: 6,220 shares 6,220 $170K 0.01% +4,976 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: 4,842 shares; 2024Q4: 5,036 shares; 2025Q1: 4,865 shares; 2025Q2: 4,877 shares; 2025Q3: 5,016 shares; 2025Q4: 4,721 shares; 2026Q1: 4,026 shares; 2026Q2: 2,046 shares 2,046 $169K 0.01% -1,980 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 23 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 989 shares 989 $168K 0.01% +980 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: 2,793 shares; 2024Q4: 2,919 shares; 2025Q1: 2,120 shares; 2025Q2: 3,037 shares; 2025Q3: 3,062 shares; 2025Q4: 3,560 shares; 2026Q1: 1,642 shares; 2026Q2: 1,290 shares 1,290 $166K 0.01% -352 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 511 shares; 2025Q1: 462 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $166K 0.01% 0 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: 1,967 shares; 2024Q4: 1,669 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,147 shares; 2026Q1: 952 shares; 2026Q2: 1,039 shares 1,039 $165K 0.01% +87 Timeline VTWG 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: 572 shares; 2026Q2: 572 shares 572 $165K 0.01% 0 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: 2,958 shares; 2024Q4: 2,960 shares; 2025Q1: 4,210 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $162K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $162K 0.01% 0 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 2,770 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 2,770 shares; 2026Q2: 2,117 shares 2,117 $160K 0.01% -653 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: 5,388 shares; 2024Q4: 5,977 shares; 2025Q1: 6,585 shares; 2025Q2: 5,582 shares; 2025Q3: 5,999 shares; 2025Q4: 4,025 shares; 2026Q1: 2,747 shares; 2026Q2: 2,769 shares 2,769 $158K 0.01% +22 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 2,006 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $157K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,926 shares 1,926 $156K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,762 shares; 2024Q4: 8,851 shares; 2025Q1: 8,721 shares; 2025Q2: 9,041 shares; 2025Q3: 8,721 shares; 2025Q4: 8,721 shares; 2026Q1: 8,721 shares; 2026Q2: 8,728 shares 8,728 $155K 0.01% +7 Timeline VYMI 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: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $153K 0.01% new 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: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,526 shares; 2025Q4: 2,502 shares; 2026Q1: 3,177 shares; 2026Q2: 3,216 shares 3,216 $153K 0.01% +39 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,508 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares; 2026Q2: 1,559 shares 1,559 $151K 0.01% +14 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,753 shares 1,753 $150K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 1,854 shares 1,854 $150K 0.01% +1,225 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 4,170 shares; 2025Q1: 4,670 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 7,829 shares 7,829 $150K 0.01% +3,659 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,066 shares; 2026Q2: 983 shares 983 $149K 0.01% -83 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 2,991 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares; 2026Q2: 2,991 shares 2,991 $148K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,403 shares; 2025Q2: 1,257 shares; 2025Q3: 1,187 shares; 2025Q4: 2,570 shares; 2026Q1: 2,240 shares; 2026Q2: 1,250 shares 1,250 $147K 0.01% -990 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares; 2026Q2: 7,266 shares 7,266 $146K 0.01% -51 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,909 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,877 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,881 shares; 2026Q2: 1,888 shares 1,888 $146K 0.01% +7 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $145K 0.01% new 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,810 shares; 2025Q4: 3,138 shares; 2026Q1: 2,810 shares; 2026Q2: 2,707 shares 2,707 $145K 0.01% -103 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,417 shares; 2024Q4: 1,568 shares; 2025Q1: 1,574 shares; 2025Q2: 1,831 shares; 2025Q3: 1,806 shares; 2025Q4: 2,083 shares; 2026Q1: 1,383 shares; 2026Q2: 1,387 shares 1,387 $144K 0.01% +4 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 425 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 253 shares 253 $142K 0.01% +13 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: 130 shares; 2024Q4: 113 shares; 2025Q1: 121 shares; 2025Q2: 557 shares; 2025Q3: 459 shares; 2025Q4: 468 shares; 2026Q1: 437 shares; 2026Q2: 269 shares 269 $135K 0.01% -168 Timeline IDV 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: 146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares; 2026Q2: 3,238 shares 3,238 $134K 0.01% 0 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $134K 0.01% 0 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: 484 shares; 2024Q4: 495 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 460 shares 460 $134K 0.01% +1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $133K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 561 shares; 2025Q1: 35 shares; 2025Q2: 244 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 1,569 shares 1,569 $130K 0.01% +1,115 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 340 shares; 2025Q1: 485 shares; 2025Q2: 322 shares; 2025Q3: 329 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $129K 0.01% 0 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: 96 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 80 shares; 2026Q1: 226 shares; 2026Q2: 127 shares 127 $129K 0.01% -99 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares; 2026Q1: 779 shares; 2026Q2: 781 shares 781 $128K 0.01% +2 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 606 shares; 2025Q1: 603 shares; 2025Q2: 613 shares; 2025Q3: 493 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 485 shares 485 $126K 0.01% +4 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,103 shares; 2025Q1: 1,823 shares; 2025Q2: 1,449 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $126K 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: 554 shares 554 $124K 0.01% new Timeline IVOO 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 378 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $124K 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: 89 shares; 2024Q4: 89 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $124K 0.01% new 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: 554 shares 554 $122K 0.01% new 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: 1,902 shares; 2024Q4: 1,873 shares; 2025Q1: 1,965 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 522 shares; 2026Q1: 854 shares; 2026Q2: 1,030 shares 1,030 $121K 0.01% +176 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: 1,233 shares; 2024Q4: 570 shares; 2025Q1: 471 shares; 2025Q2: 146 shares; 2025Q3: 1,856 shares; 2025Q4: 1,855 shares; 2026Q1: 1,872 shares; 2026Q2: 1,999 shares 1,999 $119K 0.01% +127 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 645 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 613 shares; 2025Q4: 334 shares; 2026Q1: 560 shares; 2026Q2: 441 shares 441 $119K 0.01% -119 Timeline PXF 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: 235 shares; 2024Q4: 321 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $119K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: 431 shares; 2025Q1: 445 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 463 shares 463 $118K 0.01% +4 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,160 shares; 2025Q2: 1,292 shares; 2025Q3: 1,168 shares; 2025Q4: 1,220 shares; 2026Q1: 560 shares; 2026Q2: 1,030 shares 1,030 $118K 0.01% +470 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares; 2026Q2: 2,985 shares 2,985 $117K 0.01% +15 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 40 shares; 2026Q2: 400 shares 400 $116K 0.01% +360 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 8,722 shares 8,722 $116K 0.01% +922 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 327 shares 327 $114K 0.01% +2 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 529 shares; 2025Q4: 563 shares; 2026Q1: 492 shares; 2026Q2: 591 shares 591 $112K 0.01% +99 Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $112K 0.01% new Timeline PPA 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: 846 shares; 2024Q4: 846 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $112K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 686 shares 686 $110K 0.01% +1 Timeline QQQJ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares 2,397 $109K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,223 shares; 2024Q4: 1,134 shares; 2025Q1: 1,122 shares; 2025Q2: 2,523 shares; 2025Q3: 2,979 shares; 2025Q4: 2,977 shares; 2026Q1: 1,843 shares; 2026Q2: 1,848 shares 1,848 $106K <0.01% +5 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 2,705 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $104K <0.01% 0 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: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,021 shares; 2025Q4: 1,036 shares; 2026Q1: 1,321 shares; 2026Q2: 431 shares 431 $103K <0.01% -890 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $102K <0.01% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 2,470 shares 2,470 $102K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 168 shares; 2025Q3: 169 shares; 2025Q4: 19 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $102K <0.01% new 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: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 672 shares; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $102K <0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 2,027 shares 2,027 $102K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $101K <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: 2,315 shares; 2024Q4: 2,431 shares; 2025Q1: 2,155 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,198 shares; 2026Q2: 1,185 shares 1,185 $100K <0.01% -13 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $99.9K <0.01% new Timeline DRAM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $98K <0.01% new 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: 504 shares; 2024Q4: 828 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 782 shares; 2025Q4: 768 shares; 2026Q1: 765 shares; 2026Q2: 826 shares 826 $97.2K <0.01% +61 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $96.9K <0.01% new Timeline AVXC 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: 1,114 shares 1,114 $95.4K <0.01% new 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: 488 shares; 2024Q4: 524 shares; 2025Q1: 514 shares; 2025Q2: 526 shares; 2025Q3: 491 shares; 2025Q4: 594 shares; 2026Q1: 478 shares; 2026Q2: 464 shares 464 $95.1K <0.01% -14 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $94.6K <0.01% 0 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: 2,116 shares; 2024Q4: 502 shares; 2025Q1: 530 shares; 2025Q2: 971 shares; 2025Q3: 525 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 529 shares 529 $93.2K <0.01% +11 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 872 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $93.2K <0.01% 0 Timeline SCHC 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: 742 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 1,912 shares 1,912 $92K <0.01% +1,683 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 50 shares; 2025Q1: 79 shares; 2025Q2: 179 shares; 2025Q3: 182 shares; 2025Q4: 189 shares; 2026Q1: 179 shares; 2026Q2: 180 shares 180 $91.7K <0.01% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 485 shares; 2026Q1: 445 shares; 2026Q2: 456 shares 456 $91.4K <0.01% +11 Timeline VONV 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: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $91.2K <0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $90.7K <0.01% new Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 3,018 shares 3,018 $90.5K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,417 shares; 2024Q4: 13,658 shares; 2025Q1: 13,417 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares; 2026Q2: 9,218 shares 9,218 $90.4K <0.01% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $89.4K <0.01% 0 Timeline MDYG 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: 621 shares; 2024Q4: 621 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 786 shares 786 $88.2K <0.01% +218 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: 1,000 shares; 2024Q4: 867 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 807 shares; 2026Q1: 806 shares; 2026Q2: 812 shares 812 $87.3K <0.01% +6 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 2,172 shares 2,172 $86.2K <0.01% +1,848 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: 3,224 shares; 2024Q4: 3,224 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 527 shares; 2026Q1: 369 shares; 2026Q2: 677 shares 677 $85.5K <0.01% +308 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: 723 shares; 2024Q4: 733 shares; 2025Q1: 763 shares; 2025Q2: 938 shares; 2025Q3: 992 shares; 2025Q4: 820 shares; 2026Q1: 765 shares; 2026Q2: 394 shares 394 $85.2K <0.01% -371 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: 192 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 174 shares; 2026Q1: 169 shares; 2026Q2: 171 shares 171 $84.9K <0.01% +2 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $84.7K <0.01% new Timeline XAR 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: 298 shares 298 $84.6K <0.01% +210 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 638 shares; 2025Q2: 1,697 shares; 2025Q3: 466 shares; 2025Q4: 46 shares; 2026Q1: 5,590 shares; 2026Q2: 1,149 shares 1,149 $84.3K <0.01% -4,441 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,197 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 984 shares; 2026Q2: 912 shares 912 $83.6K <0.01% -72 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: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $82K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 914 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 957 shares; 2026Q1: 914 shares; 2026Q2: 916 shares 916 $81.2K <0.01% +2 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: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $80.5K <0.01% 0 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: 5,428 shares; 2024Q4: 4,390 shares; 2025Q1: 3,395 shares; 2025Q2: 1,317 shares; 2025Q3: 3,432 shares; 2025Q4: 3,682 shares; 2026Q1: 3,296 shares; 2026Q2: 3,872 shares 3,872 $80.2K <0.01% +576 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $79.2K <0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: 1,559 shares 1,559 $78.7K <0.01% new 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: 94 shares; 2024Q4: 121 shares; 2025Q1: 83 shares; 2025Q2: 233 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 315 shares; 2026Q2: 250 shares 250 $78.3K <0.01% -65 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,753 shares; 2026Q1: 1,508 shares; 2026Q2: 729 shares 729 $78.1K <0.01% -779 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: 1,227 shares; 2024Q4: 1,853 shares; 2025Q1: 2,053 shares; 2025Q2: 2,521 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $76.4K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,842 shares; 2025Q1: 5,734 shares; 2025Q2: 1,910 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 804 shares; 2026Q2: 813 shares 813 $76.2K <0.01% +9 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: 548 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,251 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $76.1K <0.01% 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: 811 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $75.1K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,478 shares 2,478 $74.8K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 110 shares; 2026Q1: 100 shares; 2026Q2: 104 shares 104 $74.2K <0.01% +4 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 530 shares; 2025Q2: 285 shares; 2025Q3: 337 shares; 2025Q4: 325 shares; 2026Q1: 140 shares; 2026Q2: 186 shares 186 $73.9K <0.01% +46 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $73.7K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 181 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 214 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 888 shares 888 $73.4K <0.01% +740 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: 503 shares; 2024Q4: 503 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 3,159 shares; 2025Q4: 331 shares; 2026Q1: 322 shares; 2026Q2: 329 shares 329 $73.3K <0.01% +7 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: 556 shares; 2024Q4: 502 shares; 2025Q1: 654 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $72.1K <0.01% 0 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 134 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 167 shares 167 $72.1K <0.01% +68 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: 769 shares; 2024Q4: 769 shares; 2025Q1: 800 shares; 2025Q2: 808 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 843 shares; 2026Q2: 1,156 shares 1,156 $71.6K <0.01% +313 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: 550 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $70.8K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $70.5K <0.01% new Timeline FTCS 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: 647 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $70.2K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,557 shares; 2025Q1: 278 shares; 2025Q2: 316 shares; 2025Q3: 319 shares; 2025Q4: 316 shares; 2026Q1: 352 shares; 2026Q2: 317 shares 317 $70K <0.01% -35 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,622 shares 1,622 $69.5K <0.01% new 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: 2,807 shares; 2024Q4: 2,856 shares; 2025Q1: 3,051 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 485 shares 485 $69.4K <0.01% +114 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $68.6K <0.01% 0 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: 350 shares; 2024Q4: 329 shares; 2025Q1: 582 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 588 shares; 2026Q2: 635 shares 635 $68.5K <0.01% +47 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: 4,703 shares; 2024Q4: 4,934 shares; 2025Q1: 4,307 shares; 2025Q2: 4,667 shares; 2025Q3: 8,838 shares; 2025Q4: 7,714 shares; 2026Q1: 7,046 shares; 2026Q2: 2,783 shares 2,783 $68.3K <0.01% -4,263 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,879 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 1,263 shares 1,263 $67.7K <0.01% -578 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: 2,892 shares; 2024Q4: 1,882 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 662 shares; 2025Q4: 635 shares; 2026Q1: 636 shares; 2026Q2: 642 shares 642 $66.4K <0.01% +6 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: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 108 shares; 2026Q1: 48 shares; 2026Q2: 917 shares 917 $66.2K <0.01% +869 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: 385 shares 385 $65.8K <0.01% new Timeline GSLC 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 1,018 shares; 2025Q2: 1,150 shares; 2025Q3: 857 shares; 2025Q4: 591 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $65.6K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 170 shares; 2025Q1: 234 shares; 2025Q2: 158 shares; 2025Q3: 167 shares; 2025Q4: 165 shares; 2026Q1: 86 shares; 2026Q2: 87 shares 87 $65.5K <0.01% +1 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,521 shares; 2025Q1: 1,471 shares; 2025Q2: 1,579 shares; 2025Q3: 3,440 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,418 shares 1,418 $64.5K <0.01% 0 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: 113 shares; 2024Q4: 116 shares; 2025Q1: 91 shares; 2025Q2: 127 shares; 2025Q3: 57 shares; 2025Q4: 98 shares; 2026Q1: 56 shares; 2026Q2: 67 shares 67 $64.4K <0.01% +11 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251 $64.3K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 1,990 shares 1,990 $63.8K <0.01% +43 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 1,178 shares 1,178 $62.8K <0.01% new 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: 683 shares; 2024Q4: 625 shares; 2025Q1: 753 shares; 2025Q2: 762 shares; 2025Q3: 694 shares; 2025Q4: 685 shares; 2026Q1: 250 shares; 2026Q2: 297 shares 297 $62.2K <0.01% +47 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: 4,775 shares; 2024Q4: 4,618 shares; 2025Q1: 5,654 shares; 2025Q2: 2,584 shares; 2025Q3: 1,573 shares; 2025Q4: 938 shares; 2026Q1: 1,220 shares; 2026Q2: 757 shares 757 $61.5K <0.01% -463 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $61K <0.01% 0 Timeline MILN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $60.6K <0.01% new Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 1,980 shares 1,980 $60.2K <0.01% new Timeline SPSM 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 513 shares; 2025Q3: 493 shares; 2025Q4: 512 shares; 2026Q1: 538 shares; 2026Q2: 1,033 shares 1,033 $59.6K <0.01% +495 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $59.3K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 705 shares; 2025Q4: 700 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $59K <0.01% 0 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 546 shares; 2025Q2: 654 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 547 shares 547 $59K <0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 215 shares; 2026Q2: 142 shares 142 $58.8K <0.01% -73 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: 9,103 shares; 2025Q1: 8,954 shares; 2025Q2: 7,861 shares; 2025Q3: 7,982 shares; 2025Q4: 8,033 shares; 2026Q1: 1,663 shares; 2026Q2: 1,014 shares 1,014 $58.6K <0.01% -649 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,813 shares; 2024Q4: 68,800 shares; 2025Q1: 68,800 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $58.1K <0.01% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP 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: 4,000 shares 4,000 $58.1K <0.01% new Timeline SLYG 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $57.4K <0.01% 0 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: 262 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $57.1K <0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 514 shares 514 $56.8K <0.01% -23 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $56.6K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 996 shares 996 $56.1K <0.01% +970 Timeline IDHQ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares; 2026Q2: 1,280 shares 1,280 $56K <0.01% +334 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares 717 $55.9K <0.01% new Timeline QCLN 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: 181 shares; 2024Q4: 181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $55.2K <0.01% new Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 640 shares 640 $53.8K <0.01% +9 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: 1,613 shares; 2024Q4: 1,396 shares; 2025Q1: 1,671 shares; 2025Q2: 1,588 shares; 2025Q3: 1,597 shares; 2025Q4: 1,513 shares; 2026Q1: 485 shares; 2026Q2: 524 shares 524 $53.5K <0.01% +39 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 1,017 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 253 shares; 2026Q2: 254 shares 254 $52.3K <0.01% +1 Timeline XLB 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: 414 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 896 shares; 2026Q1: 824 shares; 2026Q2: 1,029 shares 1,029 $52.3K <0.01% +205 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,536 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 950 shares; 2025Q4: 1,014 shares; 2026Q1: 792 shares; 2026Q2: 411 shares 411 $52.1K <0.01% -381 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $51.8K <0.01% 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: 2,106 shares; 2024Q4: 581 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 593 shares; 2025Q4: 589 shares; 2026Q1: 564 shares; 2026Q2: 650 shares 650 $50.9K <0.01% +86 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: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 251 shares; 2025Q2: 258 shares; 2025Q3: 312 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 305 shares 305 $50.8K <0.01% +5 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,311 shares 2,311 $50.7K <0.01% new Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 1,465 shares 1,465 $50.6K <0.01% new Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,009 shares 2,009 $50.5K <0.01% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,406 shares 2,406 $50.5K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 82 shares; 2025Q2: 143 shares; 2025Q3: 84 shares; 2025Q4: 82 shares; 2026Q1: 84 shares; 2026Q2: 99 shares 99 $50.4K <0.01% +15 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,190 shares 2,190 $50.4K <0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,149 shares 2,149 $50.4K <0.01% new Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,951 shares 1,951 $50.3K <0.01% new 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: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 886 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $50.3K <0.01% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,122 shares 2,122 $50.2K <0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,128 shares 2,128 $50.1K <0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $48.7K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 268 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 271 shares 271 $48.7K <0.01% +21 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 912 shares 912 $47.8K <0.01% new Timeline VIGI 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $47.6K <0.01% new 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: 1,106 shares; 2024Q4: 1,673 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: 707 shares; 2025Q4: 640 shares; 2026Q1: 483 shares; 2026Q2: 534 shares 534 $47.3K <0.01% +51 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $47K <0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 923 shares 923 $46.5K <0.01% new 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: 560 shares; 2024Q4: 568 shares; 2025Q1: 514 shares; 2025Q2: 527 shares; 2025Q3: 519 shares; 2025Q4: 534 shares; 2026Q1: 337 shares; 2026Q2: 397 shares 397 $46.3K <0.01% +60 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,189 shares; 2025Q1: 1,476 shares; 2025Q2: 1,176 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,692 shares; 2026Q2: 1,682 shares 1,682 $46K <0.01% -10 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $45.7K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,879 shares; 2025Q1: 949 shares; 2025Q2: 1,292 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: not reported; 2026Q2: 446 shares 446 $45.6K <0.01% new 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: 3,150 shares; 2024Q4: 3,550 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 410 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 401 shares 401 $45.3K <0.01% +1 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $44.9K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $44.8K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 230 shares; 2025Q1: 561 shares; 2025Q2: 721 shares; 2025Q3: 659 shares; 2025Q4: 558 shares; 2026Q1: 355 shares; 2026Q2: 356 shares 356 $44.3K <0.01% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 50 shares; 2026Q1: 270 shares; 2026Q2: 550 shares 550 $44.2K <0.01% +280 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $43.4K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 547 shares 547 $43.2K <0.01% +1 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: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 320 shares; 2025Q3: 186 shares; 2025Q4: 136 shares; 2026Q1: 186 shares; 2026Q2: 135 shares 135 $42.5K <0.01% -51 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 842 shares; 2025Q3: 279 shares; 2025Q4: 630 shares; 2026Q1: 286 shares; 2026Q2: 261 shares 261 $42.3K <0.01% -25 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: 2,324 shares; 2024Q4: 2,539 shares; 2025Q1: 2,134 shares; 2025Q2: 2,075 shares; 2025Q3: 1,382 shares; 2025Q4: 1,450 shares; 2026Q1: 1,422 shares; 2026Q2: 995 shares 995 $42.1K <0.01% -427 Timeline IVOG 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: 561 shares; 2025Q3: 501 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $42.1K <0.01% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 537 shares 537 $42.1K <0.01% +1 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $41.6K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 2,839 shares; 2026Q2: 2,839 shares 2,839 $41.3K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 322 shares; 2025Q1: 276 shares; 2025Q2: 138 shares; 2025Q3: 348 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 139 shares 139 $40.9K <0.01% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 6,795 shares; 2025Q3: 6,795 shares; 2025Q4: 6,695 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $40.9K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $40.9K <0.01% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $40.7K <0.01% 0 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: 288 shares; 2024Q4: 299 shares; 2025Q1: 324 shares; 2025Q2: 60 shares; 2025Q3: 16 shares; 2025Q4: 105 shares; 2026Q1: 175 shares; 2026Q2: 406 shares 406 $40.3K <0.01% +231 Timeline EUV CORGI ETF TR I More: the full row for CORGI ETF TR I 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: 1,230 shares 1,230 $39.3K <0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $38.9K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 111 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 138 shares 138 $38K <0.01% -38 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,683 shares; 2024Q4: 1,428 shares; 2025Q1: 1,538 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,229 shares; 2026Q1: 675 shares; 2026Q2: 920 shares 920 $37.8K <0.01% +245 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $37.6K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 555 shares; 2025Q1: 540 shares; 2025Q2: 415 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 767 shares; 2026Q2: 615 shares 615 $37.1K <0.01% -152 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $37K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 465 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 745 shares; 2026Q2: 380 shares 380 $36.6K <0.01% -365 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares; 2026Q2: 1,284 shares 1,284 $36.4K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $36K <0.01% 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $35.7K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 251 shares 251 $35.4K <0.01% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 621 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 735 shares 735 $35.2K <0.01% +320 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $35.2K <0.01% 0 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: 1,367 shares; 2024Q4: 1,362 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 980 shares; 2026Q1: 350 shares; 2026Q2: 419 shares 419 $35K <0.01% +69 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $34.8K <0.01% new Timeline NX QUANEX BLDG PRODS CORP More: the full row for QUANEX BLDG PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,805 shares; 2025Q2: 1,812 shares; 2025Q3: 1,823 shares; 2025Q4: 1,832 shares; 2026Q1: 1,841 shares; 2026Q2: 1,861 shares 1,861 $34.6K <0.01% +20 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $34.5K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,685 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $34.5K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 354 shares 354 $33.7K <0.01% +135 Timeline FQAL 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: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $33.3K <0.01% 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $33.1K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares 371 $33.1K <0.01% new 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 136 shares; 2026Q1: 112 shares; 2026Q2: 113 shares 113 $33K <0.01% +1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 260 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 264 shares; 2025Q4: 256 shares; 2026Q1: 156 shares; 2026Q2: 282 shares 282 $32.9K <0.01% +126 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,323 shares; 2025Q1: 2,301 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $32.4K <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: 183 shares; 2024Q4: 216 shares; 2025Q1: 191 shares; 2025Q2: 341 shares; 2025Q3: 240 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 148 shares 148 $32.3K <0.01% +6 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $31.8K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares; 2026Q2: 1,534 shares 1,534 $31.2K <0.01% +66 Timeline VIOO 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $31.1K <0.01% 0 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,554 shares 5,554 $30.1K <0.01% +104 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 349 shares; 2025Q2: 298 shares; 2025Q3: 309 shares; 2025Q4: 506 shares; 2026Q1: 334 shares; 2026Q2: 309 shares 309 $29.8K <0.01% -25 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: 2,910 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,065 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $29.7K <0.01% 0 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: 22 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 57 shares; 2025Q3: 86 shares; 2025Q4: 77 shares; 2026Q1: 97 shares; 2026Q2: 87 shares 87 $29.6K <0.01% -10 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $29K <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: 261 shares; 2024Q4: 261 shares; 2025Q1: 332 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 433 shares; 2026Q1: 132 shares; 2026Q2: 134 shares 134 $28.6K <0.01% +2 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 202 shares 202 $28.4K <0.01% +2 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 675 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 197 shares; 2026Q2: 255 shares 255 $28.4K <0.01% +58 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $28.4K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,271 shares 1,271 $28.3K <0.01% +38 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 528 shares 528 $28.1K <0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 566 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $27.5K <0.01% 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: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 12 shares 12 $27.3K <0.01% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $27.2K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $27K <0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 1,516 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $27K <0.01% 0 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: 1,867 shares; 2024Q4: 1,787 shares; 2025Q1: 1,687 shares; 2025Q2: 905 shares; 2025Q3: 405 shares; 2025Q4: 435 shares; 2026Q1: 405 shares; 2026Q2: 374 shares 374 $26.9K <0.01% -31 Timeline DRNZ REX ETF TR More: the full row for REX 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: 1,183 shares 1,183 $26.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 279 shares 279 $26.6K <0.01% +129 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 223 shares; 2026Q2: 298 shares 298 $26.6K <0.01% +75 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 117 shares 117 $26.1K <0.01% +2 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 378 shares 378 $25.8K <0.01% -112 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: 8 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $25.6K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 191 shares 191 $25.3K <0.01% +3 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $25.2K <0.01% new 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: 113 shares; 2024Q4: 260 shares; 2025Q1: 238 shares; 2025Q2: 501 shares; 2025Q3: 237 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 218 shares 218 $25K <0.01% +2 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: 825 shares; 2024Q4: 625 shares; 2025Q1: 524 shares; 2025Q2: 527 shares; 2025Q3: 529 shares; 2025Q4: 1,509 shares; 2026Q1: 1,067 shares; 2026Q2: 464 shares 464 $24.6K <0.01% -603 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $24.6K <0.01% new Timeline FDIS 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: 161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $24.4K <0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,976 shares; 2024Q4: 2,976 shares; 2025Q1: 2,976 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 3,003 shares; 2026Q1: 2,963 shares; 2026Q2: 3,171 shares 3,171 $24.4K <0.01% +208 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 86 shares; 2026Q1: 82 shares; 2026Q2: 83 shares 83 $24.3K <0.01% +1 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: 5,811 shares; 2024Q4: 5,713 shares; 2025Q1: 5,708 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,893 shares; 2026Q1: 340 shares; 2026Q2: 134 shares 134 $24.2K <0.01% -206 Timeline FDMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $24.1K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: not reported; 2026Q2: 254 shares 254 $24K <0.01% new 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 790 shares; 2026Q1: 441 shares; 2026Q2: 142 shares 142 $24K <0.01% -299 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $24K <0.01% 0 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $23.7K <0.01% new Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 325 shares 325 $23.7K <0.01% +9 Timeline SABS SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS 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: 5,925 shares; 2026Q2: 5,925 shares 5,925 $23.1K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 502 shares 502 $23.1K <0.01% +5 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 202 shares 202 $23.1K <0.01% +2 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $23K <0.01% 0 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: 408 shares; 2024Q4: 477 shares; 2025Q1: 408 shares; 2025Q2: 371 shares; 2025Q3: 387 shares; 2025Q4: 377 shares; 2026Q1: 374 shares; 2026Q2: 93 shares 93 $22.9K <0.01% -281 Timeline GXRP GRAYSCALE XRP TR ETF More: the full row for GRAYSCALE XRP TR ETF 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: 1,111 shares; 2026Q2: 1,111 shares 1,111 $22.5K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $22.3K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 55 shares 55 $22.1K <0.01% +1 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 255 shares 255 $22K <0.01% +52 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 56 shares; 2025Q2: 742 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 34 shares 34 $21.7K <0.01% +1 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 422 shares 422 $21.6K <0.01% +2 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: 99 shares; 2024Q4: 242 shares; 2025Q1: 169 shares; 2025Q2: 99 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 145 shares; 2026Q2: 154 shares 154 $21.5K <0.01% +9 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: 247 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $21.5K <0.01% 0 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: 487 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 55 shares 55 $21.3K <0.01% +1 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 555 shares 555 $21.2K <0.01% +4 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: 321 shares; 2024Q4: 296 shares; 2025Q1: 269 shares; 2025Q2: 189 shares; 2025Q3: 210 shares; 2025Q4: 222 shares; 2026Q1: 113 shares; 2026Q2: 134 shares 134 $21K <0.01% +21 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $20.4K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 200 shares; 2026Q2: 207 shares 207 $20.4K <0.01% +7 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 293 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $20.3K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 75 shares; 2026Q2: 178 shares 178 $20.3K <0.01% +103 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 20 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 45 shares 45 $20.1K <0.01% -2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 16 shares; 2026Q2: 250 shares 250 $20K <0.01% +234 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 1,585 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $19.4K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 837 shares 837 $19.4K <0.01% new 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: 776 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 290 shares; 2025Q3: 628 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 726 shares 726 $19.4K <0.01% +194 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares 124 $18.7K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 480 shares; 2026Q1: 180 shares; 2026Q2: 238 shares 238 $18.5K <0.01% +58 Timeline BMVP 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: 900 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 660 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $18.5K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 396 shares; 2025Q1: 250 shares; 2025Q2: 342 shares; 2025Q3: 250 shares; 2025Q4: 270 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $18K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares; 2026Q2: 67 shares 67 $17.9K <0.01% -65 Timeline DURA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $17.6K <0.01% new Timeline FTDS 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $17.5K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 368 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $17.5K <0.01% 0 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: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $17.5K <0.01% 0 Timeline PWV 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $17.4K <0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $17.3K <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: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $17.2K <0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 354 shares 354 $17.1K <0.01% +154 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 305 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $17K <0.01% new Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares 158 $16.9K <0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $16.9K <0.01% 0 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: 26 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 32 shares 32 $16.6K <0.01% +32 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 186 shares; 2026Q2: 187 shares 187 $16.6K <0.01% +1 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: 295 shares; 2024Q4: 296 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $16.5K <0.01% 0 Timeline SPHQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $16.4K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 302 shares 302 $16.4K <0.01% -1 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS 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: 585 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $15.8K <0.01% 0 Timeline